Chase Insogna
Built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work.
Best podcasts with Chase Insogna
Ranked by the Snipd community
Aug 1, 2023 • 54min
The Entrepreneurial CPA: Growing a Firm to Grow a Life
Chase Insogna, a successful CPA firm owner, discusses management, technology, client selection, and building a strong team. They also talk about enhancing client communication with video recordings, creating efficiencies during tax season, offshore talent, outsourcing, and Portugal's popularity as a destination for retirees and tourists. Reflections and advice for the 20-year-old self are shared.
Oct 17, 2023 • 34min
Ep 173: How to Build WEALTH As Your Build Your Career or Business with Chase Insogna
Chase Insogna, founder of Insogna CPA, discusses the importance of building wealth while building a business, the distinction between a tax strategist and an accountant, challenges faced by W2 employees and business owners, the broken financial planning system, and strategies for maximizing travel rewards points.
