IAM1748 – CPA Provides Top-Notch Service to Business Owners

Podcast Interview with Lakshmi Gupta

Why it was selected for “CBNation Architects”:
In episode IAM1423 of the I AM CEO podcast, host Gresham Harkless interviews Lakshmi Gupta, a Certified Public Accountant and the founder of Money Equations. Lakshmi works with closely-held businesses and their owners, including high-net-worth individuals and entrepreneurs, providing compliance, bookkeeping, tax planning, and virtual assistant services.
Her mission is to provide top-notch service to her clients while believing in and caring for the people she serves. In the interview, Lakshmi shares her personal journey towards becoming a CPA and discusses the importance of understanding the numbers and achieving financial goals in business. She also talks about the importance of top-notch customer service and being focused and personalized in her approach.
Additionally, Lakshmi provides advice for entrepreneurs and business owners on time management and understanding the pain points of their clients to provide the best customer service.

Overall, the episode provides valuable insights into the world of accounting and effective strategies for providing top-notch service to business owners.

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Lakshmi Gupta Teaser 00:00

But what makes us stand out is really who we are as people. I know person to person the experience we give a client. That's what I think our USP is. If you go online and read about what our clients talk about us, that's what you would really find. The difference stands out right there.

Intro 00:18

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.

Gresham Harkless 00:45

Hello, hello, hello. This is Gresh from the I AM CEO podcast and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year. We're doing something a little bit different where we're repurposing our favorite episodes around certain categories or topics or as I like to call them, the business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners, and what I like to call the CB nation architects who are looking to level up their organizations.

This month we are focused on our greatest asset- talent management and hiring. Think from great resignation to the great renovation and if you disagree with me, maybe these episodes might be especially for you. Life and especially business has changed. It has forced those that are within organizations who look differently at talent and how it's being managed.

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When we talk about change, think about it, we have to realize that business as usual is no longer here. That's evident in attracting and retaining clients, but also in setting up people within organizations to succeed. Think onboarding, think DEI- diversity, equity, inclusion, and belonging. How it is working from home and even going back into the office.

Things are different in this month. We are going to explore these topics by featuring CEO hacks and CEO nuggets, but also interviews that focus on these changes and how organizations can make sure they care for and attract the most valuable asset- their people. Sit back and enjoy this special episode of the I AM CEO podcast.

Hello, hello, hello. This is Gresh from the I AM CEO podcast. I have a very special guest on the show today. I have Lakshmi Gupta of Money Equations and Virtual Equations, LLC. Lakshmi, it's great to have you back on the show.

Lakshmi Gupta 02:19

Hey, Gresham, thank you so much. I appreciate the invite to be here.

Gresham Harkless 02:24

Yes, absolutely. Excited to have you back on. Actually, Lakshmi was a guest on CEO Chat podcast number 21. So excited to have her back now on the I AM CEO podcast. Just to introduce you a little bit to Lakshmi about all the awesome things that she's doing.

Lakshmi is a Certified Public Accountant and the founder of Money Equations. In 2017, Lakshmi was nominated for the Greater Washington Society of CPA's, Industry Community Leader Award at their Women to Watch Awards. She has grown Money Equations to one of the top 4% professional firms in the United States on Thumbtack.

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She also is the owner of Virtual Equations, which is committed to offering professional and highly competent virtual assistance to small and medium-sized businesses, solopreneurs, and individuals with their digital marketing services.

Lakshmi also works with closely-held businesses and their owners, including high net-worth individuals and entrepreneurs, and her mission is to provide top-notch services to her clients while believing in and caring for the people that she serves.

Lakshmi, excited to have you back on. Are you ready to speak to the I AM CEO community?

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Dave Bonachita - CBNation Writer

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