Podcasts · Jet Setting Wealth Advisory
Episode 34: Turning Financial Blind Spots into Strategic Opportunities
· 37 min · S1 E34
Episode Episode 34: Turning Financial Blind Spots into Strategic Opportunities
Feeling overwhelmed by your business finances?
In this week's episode of Jet Setting Wealth Advisory, David speaks with Borbala Banto, CPA and founder of Concierge CPAs, a boutique advisory and accounting firm helping business owners across 23 states gain control, clarity, and freedom. Borbala shares how her firm blends tax strategy, CFO services, and holistic advisory to help entrepreneurs make stress-free, profitable decisions. She also discusses her book, 57 Ways to Grow Your Business, and actionable strategies for S Corp elections, retirement plans, and business entity structuring.
Key Takeaways: → Why regular advisory CPA meetings transform small business decision-making. → How strategic tax planning impacts profitability and cash flow. → The importance of structuring business entities correctly for maximum benefits. → Creating a holistic financial strategy that integrates personal and business goals. → Practical examples of resolving accounting discrepancies and improving long-term business outcomes.
More from Borbala Banto and Concierge CPAs:
Website: https://conciergecpas.com/ LinkedIn: https://www.linkedin.com/in/borbalabanto/ Facebook: https://www.facebook.com/ConciergeCPAs
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Links in the notes 9
- https://conciergecpas.com/
- https://www.linkedin.com/in/borbalabanto/
- https://www.facebook.com/ConciergeCPAs
- https://www.linkedin.com/in/davidtyu/
- https://www.instagram.com/dtywealthplanningsolutions/
- https://www.facebook.com/DTYWealthPlanningSolutions/
- https://www.dtywealthplanningsolutions.com/contact-us
- https://www.dtywealthplanningsolutions.com/
- https://megaphone.fm/adchoices
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