"Taxes are just a complex math problem. Two plus two, whether you do it or an MIT doctor does it, is still four."

- Greg Gosman

In this episode of The Cashflow CFO Podcast, I had the pleasure of sitting down with Greg Gosman, an experienced tax professional who has spent over 14 years helping businesses thrive. With a background in finance, accounting, and a master's in taxation, Greg’s unique approach goes beyond tax preparation—he’s all about being a strategic partner for his clients. We talked about his journey, his passion for teaching, and how he helps business owners navigate the complex world of taxes while planning for long-term success.

Join us to learn the whole story!

"The biggest mistakes people make are setting up their business wrong from the start and not surrounding themselves with the right professionals."

- Greg Gosman

Why Regular Engagement with Your Tax Professional Matters

Greg shared incredible insights into what sets great tax professionals apart: the ability to educate, connect, and make the process less intimidating for clients. He emphasized the importance of engaging regularly with your tax preparer—quarterly check-ins can prevent surprises and lead to better results. We also discussed how a strong partnership with your tax professional can help you protect and grow your biggest asset—your business—by staying proactive and strategic with financial planning.

The Importance of Smart Business Setup and Professional Guidance

One key takeaway was Greg’s advice for setting up a business properly from the start. He covered essential topics like choosing the right entity structure, selecting the right accounting method, and surrounding yourself with the right professionals. These decisions can make a huge difference in how your business operates and how much tax you end up paying. Greg also explained why being intentional about these choices can save you time, money, and stress down the line.

Building Trust and Confidence in Your Finances

Finally, we dove into the bigger picture of building trust and communication with your financial team. Greg shared how he approaches client relationships with a teaching mindset, helping business owners feel confident about their finances rather than overwhelmed. Whether it’s understanding tax planning, maximizing profit margins, or preparing for the future, this episode is packed with practical advice to help you take your business to the next level. Don’t miss it!

"It's about understanding the bigger picture of your business and how taxes fit into that. It's not just about what you owe, but about planning for what’s ahead."

- Greg Gosman

Want to get in touch with Greg Gosman?

Email: Gregory@g2wm.com

Want to get in touch with Andrea Jenson?

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