Episode 1: Finding Financial Services Professionals

In our first-ever episode of the FINANCIALLY BOUNDLESS podcast, I cover a topic near-and-dear to my heart: how to find certified financial services professionals, including tax professionals, financial planners, insurance agents, bookkeepers, accountants, and payroll professionals. Join us for a quick rundown of the how to find great, qualified professionals to help you manage your financial life. ----------------------------------------------- Links mentioned in this episode: Tax professionals: IRS Return Preparer Directory Accountants: CPAVerify Certified Financial Planners: LetsMakeAPlan.org Insurance Agents: Search Google to find website for your specific state Bookkeepers: Quickbooks ProAdvisor Directory Payroll Professionals: American Payroll Association