I Got A Guy TM Podcast -- Margie Manietta, CPA -- RJ Manietta CPA, Ltd.
The Personal Touch: Why Face-to-Face Tax Prep Builds Trust
Do you want to foster strong client relationships and enhance client trust and communication for long-term success? Want to know the solution to achieving these results? Let's dive in and discover how to build robust client-advisor relationships that stand the test of time.
My special guest is Margie Manietta, CPA
With over 30 years of experience as a CPA at RJ Manietta CPA, Ltd. Margie Manietta's expertise extends beyond numbers; she's dedicated to nurturing enduring relationships with small business owners. Having witnessed the firm's evolution from a kitchen table startup to commemorating its 50th anniversary, Margie's approach is deeply rooted in personalized, value-focused service. Her ability to comprehend the aspirations and passions of entrepreneurs underscores her commitment to providing tailored guidance, making her a key ally for those aiming to enhance client trust and communication for sustained success.
The technology is great, but I really enjoy sitting down face to face with people. So, if that is your jam, I am your gal. - Margie Manietta, CPA
In this episode, you will be able to:
Discover the power of personalized financial services for your small business and take your financial management to the next level.
Learn how small businesses make a big impact on the economy and how you can maximize your business's influence.
Uncover the ways financial assistance empowers women and the positive impact it can have on your community.
Understand the significance of estate planning and insurance, and how it can safeguard the future of your business and loved ones.
Build strong and lasting client-advisor relationships to foster trust, communication, and long-term success.
Personalized Financial Services Impact
In the realm of finance and accounting, personalized service can dramatically shape a client's success trajectory. Customized financial strategies, coupled with a genuine understanding of a client's business vision and challenges, can bring forth more effective solutions. Therefore, providing tailored service is not just a noble act, it's a vital strategy for fostering long-term success and symbiotic client-advisor relationships.
Guest -- Margie Manietta, CPA -- email: margie@rjmcpa.com; Office Phone: 630.579.8900
-
1:56:35
Donald Trump Jr.
7 hours agoThe Swamp Runs Deep but Thankfully Senator JD Vance is Standing in Their Way | TRIGGERED Ep.137
66.4K121 -
LIVE
The Late Kick with Josh Pate
1 hour agoLate Kick Live Ep 513: ACC Implosion Ahead | SEC QB Ratings | Dabo vs The Portal | Big Ten Snapshot
546 watching -
2:03:15
The Quartering
5 hours agoCrowder Exposes Woke Military, 2 Video Games DEI Insanity Leak, Religious NFL Player Cancelled
31.1K35 -
2:25:40
ThatStarWarsGirl
3 hours agoTSWG LIVE: Unboxing P.O. Box Presents!
6.74K3 -
1:04:13
Kimberly Guilfoyle
9 hours agoTelling Stories of Faith Through Film: Exclusive Interview with Iconic Actor & Producer Eduardo Verástegui | Ep. 126
35.8K48 -
LIVE
Quite Frankly
9 hours ago"WHO Treaty, Direct Care, Sound Resonance Healing" ft J Gulinello 5/16/24
1,713 watching -
5:01:09
MDGgamin
8 hours ago🔴LIVE- Grayzone Warfare -Taking the Fort & Going to Ground Zero -#RumbleTakeover
29.6K4 -
1:10:58
Battleground with Sean Parnell
5 hours agoDoes Our Government Ever Tell the Truth Anymore?
32.3K40 -
57:07
Graham Allen
12 hours agoYOU CAN ALWAYS GO BACK HOME!!! Live from Trinity Church
85.3K157 -
1:02:22
In The Litter Box w/ Jewels & Catturd
1 day agoWhere's Hunter? | In the Litter Box w/ Jewels & Catturd - Ep. 569 - 5/16/2024
66.2K61