Episode 22

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Published on:

26th Feb 2024

An Innovative Approach to Taxes and Accounting

On the latest episode of Lessons by the Lake, we're thrilled to be welcoming Scott Bargaehr, CPA at Lewis Group, to discuss a very unique model of taxes and accounting that business owners, as well as individuals, could be leveraging in today's day and age.

We'll discuss why this innovative approach is effective, how it works, and whether or not this makes sense for you and/or your business!

Chapters:

0:00 - Introduction and overview on the topic of the day

1:45 - Bob's relationship with Scott and getting to know his work at the Lewis Group

7:03 - Scott's background and life leading into the life of a CPA

7:51 - Why Scott does what he does

10:23 - The pricing and subscription model of the Lewis Group's services

16:00 - The various services packed into Scott's subscription model

19:03 - How Scott conducts his discovery with new clients

22:26 - Leveraging bright minds to focus on things that aren't your unique strength

29:05 - The importance of being prepared for the inevitable moments in life

34:40 - How to get in touch with Bob and Scott's teams

36:20 - Closing remarks


Connect with Bob Bedritis:

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About the Podcast

Lessons by the Lake: The Oswego Private Wealth Show
Making Your Finances Our Priority, So Your Life Can Be Your Focus
Welcome to Lessons by the Lake: The Oswego Private Wealth Show!

Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day.

Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio.

Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!

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