ITC – The Importance of Transparency for Financial Advisors

Marilyn Macha, a financial advisor with over 30 years in the industry, joins Justin Recla to discuss the importance of transparency for financial advisors. Marilyn has run her own consulting firm and is a dynamic force creating change in the financial industry. Her expertise, intuitive perception, and overall vision help her clients to find new levels of success. Listen in as they discuss the importance of transparency in the financial sector and how a shift in language can create magic between advisors and their clients.   Welcome to the In The Clear Podcast. I'm your host, Justin Recla. Today we are talking to one of my favorite souls on the planet, Marilyn Macha, who has been in the financial industry for quite some time. She's made a very huge name for herself in the financial sector, and now she is helping financial advisors transition from old [...]

ITC – The Importance of Transparency for Financial Advisors2018-08-15T16:38:02-07:00

Financial Due Diligence with Dollars and Sense Bookkeeping

Elmer Howard joins Justin Recla to discuss the importance of performing financial due diligence before making decisions about your business. Not all bookkeepers and accountants are a good fit for your business needs. So how do you know? Listen in as they discuss how you can protect yourself and your business with financial due diligence. Welcome to the In The Clear podcast. I'm your host Justin Recla, and today we are talking to the founder and CEO of Dollars & Sense Bookkeeping about financial due diligence, and the 10 accounting mistakes that business owners commonly make. Elmer, welcome to the show. Thank you for having me. So Elmer, you've been in the accounting world for a while now, and in full transparency Elmer is our bookkeeper as well. His firm manages our books, and he's by far one of the best that we have found. You [...]

Financial Due Diligence with Dollars and Sense Bookkeeping2017-10-19T21:00:57-07:00