EP241: Joe DiSanto - Part 2 - Why You Should Give Your Bookkeeping Clients A Business Health Check

CPAs are very busy people.

They process an incredible amount of tax paperwork per year and provide data to their clients that may be hard to digest.

Because of those reasons, according to this week’s guest, most people are unhappy with their CPAs.

Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of finance, business, and real estate firm called Play Louder. He’s basically an independent part-time Chief Financial Officer for small businesses.

Where a CPA may fall short, DiSanto tries to fill the gap by making sure his clients know that he’s regularly available to provide his services and he helps them understand their books according to their level, save them money and just give them more than what they asked for.

During this interview, you'll learn...

  • The importance of a business health check
  • The value of uncovering your client's excessive expenses
  • How to successfully sell yourself as a bookkeeper to your future clients

About Joe

Joe DiSanto is a fractional CFO and consultant to small businesses and high-income individuals. He also founded the blog Play Louder, which serves as an invaluable resource to help individuals and business owners increase their net worth and plan better for their future.




Check out some of Play Louder’s most popular content…

The Financial Planning Process: Your Route to Financial Independence!

How to Incorporate Yourself to Save Money (and Protect Your Assets)

How to Make Your Money Work for You: 7 Modern Methods for Investing in “The Market”

Top 5 Personal Bookkeeping Software Options: Personal Capital vs Mint vs Quicken vs Money Dance vs Countabout

Fundrise vs DiversyFund vs CrowdStreet: The Best Sites for Crowdfunded Real Estate Investing

Acorns vs Robinhood vs Webull vs M1 Finance: Which One is the Best?

Play Louder's free courses…

Get a grip on your finances with Personal Budgeting Basics!

Learn how to Incorporate Your Business to protect your assets and save money!

Analyze your Real Estate Investments like a pro!