Book Description

JJ the CPA here! 60 easy strategies I share with my clients to implement immediately on everyday issues everyone deals with related to insurance, banking, business and tax. You could be losing out on very basic financial tips you are dealing with all the time, because, I hear over and over when advising new clients, "I wish someone would have told me that a long time ago!" But here's the thing, you don't know, what you don't know. Your rock star advisers have a ton of knowledge, but they can't know everything about you. My book bridges 60 light bulb moments with better knowing how to ask your current advisers to serve you better, so they can apply their spectacular knowledge to you specifically. The majority of advisers seem to forget their clients don't know the basics, and without you understanding the basics of your financial picture, how can you expect your team of advisers to best serve you. And I am NOT just talking tax. Of my 60 simple strategies, 47 deal with the basics of insurance, banking and business that you probably have never heard before from any of your other advisers, because it is the questions you either don't know to ask or you are too self-conscious to admit you don't know a basic concept. So many simple concepts EVERYONE is dealing with related to insurance, banking, small business and tax, but not doing, or don't know best how to deal with it. My fellow CPAs are awesome, but I believe I am unique in that I ask more questions than others on what else is happening in my client's financial picture. Why? So I can better help them, help themselves and their advisers. My clients are just like you, and I help them understand the financial issues they are tackling all the time from a different angle, so they can make better decisions, and better work with their other advisers. Everyone thinks there are secrets they are missing out on. Maybe. However, once you gain knowledge, there are less secrets in your financial world because you are more aware, and the more aware you are, the better you can tackle the everyday issues you are dealing with related to insurance, banking, business and taxes. These areas affect everyone, and so when I set out to write this book, I compiled the questions that you are probably dealing with, right now. Or, haven't even considered. Just like my clients learned from me. Do you want to know what you don't know? Good, pick up my book. I won't let you down. You will be better equipped. You will learn how to save money, be better protected, reduce risks and pay less in taxes? You will know what you think everyone else already knows, but clearly doesn't. Now. Right now, you have the opportunity to be in the know. You will find yourself saying, "Wow, I wish someone would have told me that a long time ago!" My book has those little kernels of knowledge to tie concepts together. This book is designed for you! Okay, you want some examples? How much life insurance do you need? Actually NEED. It is a simple 3 step calculation. Know it? What is the 1 key factor the bank looks at when deciding to loan you money? Know it? It deals with the flow of 1 thing. Do you actually know your numbers? I do. It's not a magic trick but I have the simple steps to take to know. Did you know it is possible to tax deduct anything? All you have to do is know the 2 simple IRS factors? No jail time either. I will give you the advantage of knowing that one idea, that allows you to make all these matters less of a secret and easier to apply to your life. I would be so honored if you took a leap of faith that even if you just picked up that one idea from my book that it will save you way more than its cost. If you still aren't convinced, wait! Check out #jjthecpa on any social media and you will see why you want my advice. Because... YOU'VE NEVER MET A CPA QUITE LIKE ME! Thank you so much for reading this description! I hope you like my book! Thank you! Thank you!