As promised in the last episode, I turn the tables on my client and fellow business owner Jen McAllister to explain how her team of CPAs and Accountants deliver everything for small to medium sized businesses. She's passionate about helping businesses clean up the books, get more tax efficient and grow.  Listen in to see if this tremendous team is right for your business.

Highlights

• Preparing assets for sale

• Value by strategic design

• The role of family and business in the U.S.

• Evolving with client needs

• Year-round business immersion

• Bookkeeping vs. strategy

• Financials: not just numbers

• When to bring in external help

• Scaling with flexible teams

• The importance of exit planning

• Helping businesses grow up

• Maintaining quality of life in ownership

• Hiring strategically for growth

Links and Resources from this Episode

• Connect with Gary Pinkerton

• https://www.paradigmlife.net/ 

• gpinkerton@paradigmlife.net

• https://garypinkerton.com/ 

• https://clientportal.paradigmlife.net/WealthView360 

• Connect with Jen McAllister

• https://riseaccountingllc.com/about/ 

• https://exit-planning-institute.org/about-us 

• jen@riseaccountingllc.com 

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