Weird Finance

What Makes A Great Accountant with Sugey Piedra

Episode Summary

Stay in touch and sign up for Paco’s weekly email newsletter, The Nerdletter. In this episode of Weird Finance, Paco delves into the fascinating career journey of Sugey Piedra, who started as a receptionist and eventually became a successful accounting practitioner alongside her sisters. Sugey shares how her deep interest in personal and business finances led her to start her own accounting business. She discusses the challenges and rewards of working with family, offering insights into maintaining work-life balance and the importance of regular financial reviews. Sugey also highlights personalized tax strategies and advisory services, emphasizing proactive client relationships and tailored financial goals. Sugey also reveals how personal development and business coaching have reshaped her business approach, moving from a high-volume focus to building meaningful client relationships. Sugey has over 20 years of tax preparation experience and provides a unique approach. She co-founded Prominence Business in 2018 with her two sisters. She is dedicated to helping clients with annual tax planning and tax-saving strategies. Her mission is to have financial conversations that are sometimes not easy, but always necessary for future planning. The theme music was written and performed by Andrew Parker, Jenna Parker, and Paco de Leon. If you’d like to contact us about the show or ask Paco a question about finances, email us at weirdfinancepod (at) gmail.com or submit your questions here. We’d also love your listener feedback about the show; here’s a short survey.

Episode Notes

Stay in touch and sign up for Paco’s weekly email newsletter, The Nerdletter

In this episode of Weird Finance, Paco delves into the fascinating career journey of Sugey Piedra, who started as a receptionist and eventually became a successful accounting practitioner alongside her sisters. Sugey shares how her deep interest in personal and business finances led her to start her own accounting business. She discusses the challenges and rewards of working with family, offering insights into maintaining work-life balance and the importance of regular financial reviews. Sugey also highlights personalized tax strategies and advisory services, emphasizing proactive client relationships and tailored financial goals. Sugey also reveals how personal development and business coaching have reshaped her business approach, moving from a high-volume focus to building meaningful client relationships.

Sugey has over 20 years of tax preparation experience and provides a unique approach. She co-founded Prominence Business in 2018 with her two sisters. She is dedicated to helping clients with annual tax planning and tax-saving strategies. Her mission is to have financial conversations that are sometimes not easy, but always necessary for future planning.

The theme music was written and performed by Andrew Parker, Jenna Parker, and Paco de Leon.

If you’d like to contact us about the show or ask Paco a question about finances, email us at weirdfinancepod (at) gmail.com or submit your questions 

here

. We’d also love your listener feedback about the show; 

here’s a short survey

.