Episode

5 Feb 2022 · 37 min

0:00

Aaron C. Stocks runs Professional Financial Solutions, which does accounting for independent insurance agencies. He built the firm from scratch by teaching himself QuickBooks, and now uses trust-account reconciliation, monthly reports, and a Philippines-based team to keep costs down while handling M&A work for growing agencies.

Questions this episode answers

Diamondbar, California.

Just over 35.

909-294-7372.

"info@pfs like Paul Frank, Sam accounting spelled out.com" (as spoken in the recording).

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