Are you ready to discover the secrets behind maximizing tax savings, building strong client relationships, and mastering the art of effective communication in the world of finance and entrepreneurship?

In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by accounting professional and Managing Member of PRP & Associates, LLC, Paul Pahoresky. David engages in a dynamic conversation with Paul, shedding light on the transition from corporate finance to entrepreneurship. Paul's insights, inspired by books like "The Lean Startup" by Eric Ries and podcasts such as "How I Built This" with Guy Raz, offer a fresh perspective on owning a business. By emphasizing the importance of balance and community involvement, Paul's approach to financial services stands out in the industry, setting a high standard for client relationships and tax optimization strategies.

Key Takeaways:

→ Embrace business ownership without letting it consume you.

→ Explore new financial partnerships for better service and responsiveness.

→ Simplify accounting systems for better financial management.

→ Plan ahead with tax advisors for a smoother tax season.

→ Prioritize client communication through newsletters, emails, and phone calls.

More from Paul Pahoresky and PRP & Associates, LLC:Email: Paul@PRPAssoc.comWebsite: www.prpassoc.com/LinkedIn: linkedin.com/in/paul-pahoresky

Engage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a call!Visit: DTY Wealth Planning SolutionsLearn more about your ad choices. Visit megaphone.fm/adchoices