Bio: Hi there! Rudy here—tax strategist and AI enthusiast. I’m diving deep into automation, content tools, and intelligent systems to transform my firm.
Bio: Trying to build smarter, not harder… but sometimes I end up doing both. Love efficiency, good vibes, and shortcuts that aren’t actually shortcuts.
Bio: I am new to the final expense industry looking to learn all I can about this amazing industry. I also am a musician I play the saxophone and piano.
Bio: I have 20 years bookkeeping experience. 15 Years with QuickBooks Online. I am starting my own business and I have worked with a Roofing Contractor.
Bio: As an Office Manager, I’d like to learn the ins and outs of QuickBooks. I’d like to learn to make the book keeping process smooth and stress-free.