The Entrepreneurial CPA: Growing a Firm to Grow a Life
On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more.
Connect with Chase Insogna:
LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma
https://insognacpa.com/
Connect with Heidi Henderson:
LinkedIn : https://www.linkedin.com/in/heidihendersonets
This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/
https://healthywealthywise.show/
HOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Questions? Need help? Email support@earmarkcpe.com.
Connect with Chase Insogna:
LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma
https://insognacpa.com/
Connect with Heidi Henderson:
LinkedIn : https://www.linkedin.com/in/heidihendersonets
This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/
https://healthywealthywise.show/
HOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Questions? Need help? Email support@earmarkcpe.com.
Creators and Guests
Host
Heidi Henderson
I am a Tax Consultant and Real Estate Investor, and podcast host of Healthy, Wealthy & Wise. I advise clients on the application of Tax Efficiencies relating to their investments both directly and indirectly. My education is in Accounting but my entrepreneurial spirit has led me through many business ventures. But I love finding money for people who didn't know it was there! Cost Segregation, 179D deduction, 45L credits, R&D tax credits, Historical Tax Credits, Conservation Easements, Opportunity Zones, Alternative Investments, and Captive Insurance are a few tools we can help you with. As the Executive Vice President and Board Member of Engineered Tax Services I help plan for growth and operational improvements internally, while working externally with investment minded individuals to optimize their investment. I also teach over 30+ Continuing Education courses annually to CPA's, Design Build Professionals and Real Estate Professionals across the U.S. If synergies are apparent, please send me a connection request and let's see how we can work together.
