Isaiah T. Gresham is the founder and president of Gresham Financial, which provides tax, accounting, and outsourced chief financial officer (CFO) services for business owners, executives, and independent professionals. He started the company in 2016 with the goal of helping clients plan for the future, grow their businesses, and accumulate savings to achieve their dreams.

Gresham has been doing his friend's and family’s taxes since 2009; today, he treats each client's return with the same level of care and concern. Leveraging his deep industry expertise and personal dedication, his proactive approach goes beyond tax preparation to help clients live more fulfilled lives.

Gresham’s passion for helping people thrive extends to small-business owners and executives. The way a company is structured impacts the owner’s business, investment, and estate planning taxes — and Gresham understands these complex interactions, as well as how to limit liability in each area. Serving clients not just as an accountant, but also as a strategic partner, he offers outsourced chief financial officer (CFO) services and access to a network of trusted professionals outside accounting.

Outside the office, Gresham enjoys being outdoors, traveling, and spending time with his family.

• CEO Hack: Book – Burdens of a Dream: 33 Actionable Nuggets of Wisdom for the Creative Entrepreneur
• CEO Nugget: Never forget about your family
• CEO Defined: Empowering others to be great

Website: https://www.greshamfinancialcpas.com/

Twitter: https://twitter.com/greshamfinance
Facebook: https://www.facebook.com/igtaxhero

FULL INTERVIEW

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Transcription

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[00:00:02.20] – Intro

Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs without listening to a long, long, long interview? If so, you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of. This is the I AM CEO Podcast.

[00:00:29.80] – Gresham Harkless

Hello. Hello. Hello. This is Gresh from the I AM CEO podcast, and I have a very special guest on the show today. I have Isaiah Gresham of Gresham Financial. Isaiah, it's awesome to have you on the show.

[00:00:39.29] – Isaiah T. Gresham

Thank you for hosting me, Gresh. I really appreciate it.

[00:00:42.29] – Gresham Harkless

No problem. Super excited to have you on. And before we jump in, I want to read a little bit more about Isaiah so you can hear about all the awesome things that he's doing. Isaiah is the founder and president of Gresham Financial, which provides tax, accounting, and outsourced chief financial officer services for business owners, executives, and independent professionals. He started the company at twenty-sixth with the goal of helping clients plan for the future, grow their businesses, and accumulate savings to achieve their dreams. Gresham has been doing his friend's and family's taxes since he thousand nine, and today, he treats each client's return with the same level of care and concern.

Leveraging his deep industry expertise and personal dedication, his proactive approach goes beyond tax preparation to help clients live more fulfilled lives. Isaiah's passion for helping people thrive extends to small business owners and executives in the way, the company is structured and impacts the owner's business, investments, and estate planning taxes. Gresham understands these complex interactions as well as how to limit liability in each of these areas. Serving clients not just as an accountant, but as a strategic partner, he offers outsourced chief financial officer services and access to a network of trusted professionals outside of accounting. Outside the office, Gresham enjoys being outdoors, traveling, and spending time with his family. Isaiah, are you ready to speak to the I AM CEO community?