Although the banking crisis in 2008 forced my hand in terms of moving from the credit union to Key Bank, I had truly outgrown what a credit union could offer. I quickly found one of my other “Four Corners” of outside consultants also needed to be replaced.
What I call my “Four Corners” are my CPA, banker, attorney, and insurance broker. I will talk more about the necessity of each later in the book. For now, I want to talk about outgrowing my CPA and what that looked like.
Everyone looks for a CPA when they begin their business and for me, it was easy. I had a past connection to a CPA that I had worked with when I was a bookkeeper in a former job. He had been a great support system to me at the time I was moving ...
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