Advisers Assemble - Lead Generation For Financial Services

Profit First - Annette Ferguson

Episode Summary

I got a bit sick of only seeing my accountant once a year and only looking backwards. I never really planned for tax, felt guilty paying myself and felt disorganised. For me, it turned out the answer was to put profit first. I read the book, tried and failed myself then hired a new accountant (Annette) in January 2020 and haven't looked back.