Wanna know the secret to Financial Growth? 😍 Having a Financial Dream Team! ⠀⠀⠀⠀⠀⠀⠀⠀⠀ We all know every business needs a CPA to prepare their taxes each year. And hopefully if you follow me you understand the importance of bookkeepers. But what about financial advisers? What do they do? Do you really need all three? ⠀⠀⠀⠀⠀⠀⠀⠀⠀ I'm here to tell you YES, you do! ⠀⠀⠀⠀⠀⠀⠀⠀⠀ Bookkeepers, cpas, and financial advisors all share the same goal - to increase your income and lower your tax bill, but there are major difference between the three. Bookkeepers role is recording, summarizing, analyzing, and creating financial reports of these transactions. They are constantly monitoring your expenses, net income, cash flow. CPA’s understand tax laws. They don’t just prepare your tax returns, but they strategize and suggest tax-saving strategies. Financial Advisers are the ones who implement these strategies. They will construct an effective portfolio plan to help you accumulate wealth for your financial goals. And together, they form the perfect trifecta.... 💫 ⠀⠀⠀⠀⠀⠀⠀⠀⠀ Looking for a CPA or Financial Advisor? I’ve got you! I have some fantastic female partners on my team that you will love! It’s all about WEALTH and not just the sales!✌🏻 #thenakedcall #maiawealth #knowyournumbers #financialservicesforsalon&beautyowners #bookkeeping #financialconsulting #licensedfinancialsdvisors