Mar '23 • General discussion
Another booked call with Bill Hall and CPA from Linkedin
I have been reading where some MD's are not connecting with CPAs at this time of season.
One suggestion is to set a time with them after 3/15, they have corporates due then.....I had CPA reply we can talk on 23rd.
The CPA this morning: " I am really interested in your back office, and if they can help me with Premium Finance, and Roth conversions" I have one business owner paying close to $10million, I didn't believe him, so I asked again, yes over $10M in personal taxes, he is in the real estate industry.....scheduled a call with Bill on 3/20.
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Another booked call with Bill Hall and CPA from Linkedin
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