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“Now is the perfect time to take back control of your tax situation, because the sooner that you start learning about money, wealth and tax building strategies, the better off you'll be. Your financial future is going to thank you so much. So much.” - Sonia Castelan In this week's episode, Carla sits down with Sonia Castelan, a first-generation Latinx tax professional and founder of Castellan Tax Services. Together, they tackle the often-daunting topic o...
10 | Navigating Group Practice Financial Complexities w/ James Childress
CEO Financial Clarity Corner Podcast: Money Strategy, Wealth Building, Profit and Peace of Mind for Growth-Minded Entrepreneu
39 minutes
1 month ago
10 | Navigating Group Practice Financial Complexities w/ James Childress
In our latest episode, Carla is joined by James Childress, a seasoned CPA specializing in mental health practices. Throughout the episode, Carla and James underline the significance of data-driven decision-making. They advocate for regular financial reviews and performance tracking to identify areas for improvement. This proactive approach not only helps practices stay on track, but also empowers owners to make strategic adjustments as needed. Tune in to gain clarity on the importance o...
CEO Financial Clarity Corner Podcast: Money Strategy, Wealth Building, Profit and Peace of Mind for Growth-Minded Entrepreneu
“Now is the perfect time to take back control of your tax situation, because the sooner that you start learning about money, wealth and tax building strategies, the better off you'll be. Your financial future is going to thank you so much. So much.” - Sonia Castelan In this week's episode, Carla sits down with Sonia Castelan, a first-generation Latinx tax professional and founder of Castellan Tax Services. Together, they tackle the often-daunting topic o...
