IAM1758 - Accountant Helps Clients Live More Fulfilled Lives

Why it was selected for "CBNation Architects":

In episode IAM738 of the I AM CEO podcast, host Gresham Harkless interviews Isaiah T. Gresham, the founder and president of Gresham Financial, a tax, accounting, and outsourced chief financial officer (CFO) services company. Isaiah started the company in 2016 with the goal of helping clients plan for the future, grow their businesses, and accumulate savings to achieve their dreams.

In the interview, Isaiah talks about his journey as an entrepreneur and the importance of financial planning for business owners. He shares his unique approach to financial consulting, which involves personalized service and expertise to help clients live more fulfilled lives. Isaiah's proactive approach goes beyond tax preparation to help clients plan for their future and achieve their dreams.

Isaiah's passion for helping people thrive extends to small-business owners and executives. He understands the complex interactions between a company's structure and the owner's business, investment, and estate planning taxes. Serving clients not just as an accountant, but also as a strategic partner, he offers outsourced CFO services and access to a network of trusted professionals outside accounting.

Isaiah shares his CEO hacks and nuggets, which include reading the book "Burdens of a Dream: 33 Actionable Nuggets of Wisdom for the Creative Entrepreneur" and never forgetting about your family. He also defines what being a CEO means to him, which involves empowering others to be great.

Overall, the episode provides valuable insights into financial planning for business owners and the importance of personalized service in consulting. Isaiah's experience and unique approach to financial consulting make this episode a must-listen for anyone looking to improve their financial situation and live a more fulfilled life.


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Previous Episode: https://iamceo.co/2020/08/20/iam738-accountant-helps-clients-live-more-fulfilled-lives/