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IAM1758 – Accountant Helps Clients Live More Fulfilled Lives

Podcast Interview with Isaiah T. Gresham

Why it was selected for “CBNation Architects”:

In episode IAM738 of the I AM CEO podcast, host Gresham Harkless interviews Isaiah T. Gresham, the founder, and president of Gresham Financial, a tax, accounting, and outsourced chief financial officer (CFO) services company. Isaiah 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.

In the interview, Isaiah talks about his journey as an entrepreneur and the importance of financial planning for business owners. He shares his unique approach to financial consulting, which involves personalized service and expertise to help clients live more fulfilled lives. Isaiah's proactive approach goes beyond tax preparation to help clients plan for their future and achieve their dreams.

Isaiah's passion for helping people thrive extends to small-business owners and executives. He understands the complex interactions between a company's structure and the owner's business, investment, and estate planning taxes. Serving clients not just as an accountant, but also as a strategic partner, he offers outsourced CFO services and access to a network of trusted professionals outside accounting.

Isaiah shares his CEO hacks and nuggets, which include reading the book “Burdens of a Dream: 33 Actionable Nuggets of Wisdom for the Creative Entrepreneur” and never forgetting about your family. He also defines what being a CEO means to him, which involves empowering others to be great.

Overall, the episode provides valuable insights into financial planning for business owners and the importance of personalized service in consulting. Isaiah's experience and unique approach to financial consulting make this episode a must-listen for anyone looking to improve their financial situation and live a more fulfilled life.

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Transcription:

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Isaiah T. Gresham Teaser 00:00

I work with the clients, I'm the first person you meet in a lot of situations. But it's not just about simply my expertise, the people that I work with on this team are experts at their own field. Whether that be someone who is tremendously gifted at business taxes, I have another person who's tremendously gifted at tax resolution. I'm strong at strategy.

Intro 00:22

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 are in search of.

This is the I AM CEO podcast.

Gresham Harkless 00:48

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, topics, or as I like to call them, business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners, or what I like to call the CB nation architects. Those that are looking to level up their organizations.

In this month, we are focusing on knowing thy numbers. I could hear the phrases from Mr. Wonderful on Shark Tank, and if you understand or don't understand exactly what numbers is, think finance, economics, accounting, capital, investment funding, bootstrapping, anything that's around numbers. So, we have to understand how important it is to know your numbers and how important that is for you to forecast, make decisions, and to be able to truly strategize around your business and do that successfully.

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Things are gonna be a little bit different, obviously, this month. So look for CEO hacks and CEO nuggets and interviews that focus around this. But more than everything else, make sure that you know your numbers because they're extremely important to the life of your business.

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.

Isaiah T. Gresham 02:14

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

Gresham Harkless 02:16

No problem. Super excited to have you on, and before we jumped in, I wanted 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 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 friends and family taxes since 2009 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 in estate planning, taxes. Gresham understands these complex interactions as well as how to limit liability in each of these areas.

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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?

Isaiah T. Gresham 03:38

Oh, I'm ready.

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Dave Bonachita - CBNation Writer

This is a post from a CBNation team member. CBNation is a Business to Business (B2B) Brand. We are focused on increasing the success rate. We create content and information focusing on increasing the visibility of and providing resources for CEOs, entrepreneurs and business owners. CBNation consists of blogs(CEOBlogNation.com), podcasts, (CEOPodcasts.com) and videos (CBNation.tv). CBNation is proudly powered by Blue16 Media.

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