In this episode, I interview Sarah Dutkiewicz also known as "Sadukie" to discuss professional independents need, such as accountants, lawyers and financial advisors.

• Background story
• • Currently a technology consultant
  • Generalist
  • IT, Development and Data
  • More than 20 years experience
  • Everything from tech support, writing, creating courses, teaching, web development, api development, Powershell scripting, book author
  • Development, mentoring, developing mentoring programs
  • Has been full-time employee and independent depending on the scenario
• Accountant
• • CPA
  • Taxes
  • • Federal
    • State
    • City
  • Deductions
  • • Continuing Education
    • Travel
  • Checklist
  • Is local important?
  • • Local good for taxes especially
  • Advice on using Quickbooks
  • Works with financial advisor to keep things like retirement funding straight
• Lawyer
• • Can help with forming LLC, etc.
  • Master Agreement
  • Contract reviews
  • Filings
  • Someone you can have an in person relationship better than a website relationship
  • Price for professionals seems expensive but should think about it for the long run
• Financial Advisor/Planner
• • Help with organizing retirement planning
  • 401k -> rollover from W2
  • IRA
• Wrap up
• • Needs from accountant/financial advisor can mesh together as an Independent
  • If starting out, try to get the trio of professionals
  • • Think of costs for the long run
    • Use a contract
    • If don't have any referrals, look for local chamber of commerce and local bar association
    • • Those that work for small business come closer to independent's needs
  • Twitter: @sadukie https://twitter.com/sadukie
  • LinkedIn: https://www.linkedin.com/in/sadukie/