Kelly Ward is a Certified Public Accountant (CPA) with over 15 years of experience in the accounting and finance industry. She is the founder and owner of Kelly Ward CPA, a full-service accounting firm that provides tax preparation, bookkeeping, and financial planning services to businesses and individuals. Kelly is passionate about helping her clients achieve their financial goals. She is committed to providing her clients with the highest quality of service and the most accurate and up-to-date information for their tax strategy. 
IN THIS EPISODE, WE TALK ABOUT:

Kelly's passion for her profession and helping others

Why it is important to have a relationship with your CPA

Why tax strategy is important for building wealth through your business

Register NOW for our LIVE Vallard Advisors Workshop on How to Make Tax-Free Money, Legally!
Learn the Power of Tax Loopholes and Cash Saving Strategies with this LIVE Workshop. 
Tuesday, June 20 - 4:00 PM PT | 7:00 PM ET https://www.vallardadvisors.com/ 
Looking to master the art of delegation, automate onboarding, and run a more efficient business? Check out Trainual, the platform that helps you document and organize your business processes, saving time and improving productivity. Get 10% off your first year by visiting Trainual.com and using promo code CANDY when selecting your plan.
CONNECT WITH KELLY
Follow her @kellywardcpa

CONNECT WITH CANDY
Receive my weekly email: www.candyvalentino.com
Follow me @candyvalentino
Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/
Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/ 

Vallard Advisors: Looking to optimize your taxes, enhance your financial strategy, and build a lasting partnership with a dedicated CPA firm? Our podcast is sponsored by Vallard Advisors, a leading tax strategy and financial planning service. From minimizing tax liability to providing payroll, bookkeeping, and CFO services, Vallard Advisors offers comprehensive solutions tailored to your business and personal goals. Take control of your finances today by scheduling a consultation at www.vallardadvisors.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kelly Ward is a Certified Public Accountant (CPA) with over 15 years of experience in the accounting and finance industry. She is the founder and owner of Kelly Ward CPA, a full-service accounting firm that provides tax preparation, bookkeeping, and financial planning services to businesses and individuals. Kelly is passionate about helping her clients achieve their financial goals. She is committed to providing her clients with the highest quality of service and the most accurate and up-to-date information for their tax strategy. 

IN THIS EPISODE, WE TALK ABOUT:


Kelly's passion for her profession and helping others
Why it is important to have a relationship with your CPA
Why tax strategy is important for building wealth through your business


Register NOW for our LIVE Vallard Advisors Workshop on How to Make Tax-Free Money, Legally!

Learn the Power of Tax Loopholes and Cash Saving Strategies with this LIVE Workshop. 

Tuesday, June 20 - 4:00 PM PT | 7:00 PM ET https://www.vallardadvisors.com/ 

Looking to master the art of delegation, automate onboarding, and run a more efficient business? Check out Trainual, the platform that helps you document and organize your business processes, saving time and improving productivity. Get 10% off your first year by visiting Trainual.com and using promo code CANDY when selecting your plan.

CONNECT WITH KELLY

Follow her @kellywardcpa


CONNECT WITH CANDY

Receive my weekly email: www.candyvalentino.com

Follow me @candyvalentino

Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/

Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/ 


Vallard Advisors: Looking to optimize your taxes, enhance your financial strategy, and build a lasting partnership with a dedicated CPA firm? Our podcast is sponsored by Vallard Advisors, a leading tax strategy and financial planning service. From minimizing tax liability to providing payroll, bookkeeping, and CFO services, Vallard Advisors offers comprehensive solutions tailored to your business and personal goals. Take control of your finances today by scheduling a consultation at www.vallardadvisors.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices