Why it was selected for "CBNation Architects":
In episode IAM1423 of the I AM CEO podcast, host Gresham Harkless interviews Lakshmi Gupta, a Certified Public Accountant and the founder of Money Equations. Lakshmi works with closely-held businesses and their owners, including high-net-worth individuals and entrepreneurs, providing compliance, bookkeeping, tax planning, and virtual assistant services.
Her mission is to provide top-notch service to her clients while believing in and caring for the people she serves. In the interview, Lakshmi shares her personal journey towards becoming a CPA and discusses the importance of understanding the numbers and achieving financial goals in business. She also talks about the importance of top-notch customer service and being focused and personalized in her approach.
Additionally, Lakshmi provides advice for entrepreneurs and business owners on time management and understanding the pain points of their clients to provide the best customer service.
Overall, the episode provides valuable insights into the world of accounting and effective strategies for providing top-notch service to business owners.
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Previous Episode: https://iamceo.co/2022/07/06/iam1423-cpa-provides-top-notch-service-to-businessowners/