Accountant's Flight Plan Podcast

Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse

December 27, 2023 Brannon Poe / Geni Whitehouse
Accountant's Flight Plan Podcast
Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse
Show Notes

In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and exploring niche services.