007: Maximizing results and contributing to the community - Sherry Tolbert
Mar 23, 2020•20 min
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Episode description
Sherry Tolbert, President at The Tolbert VFO, is a Certified Virtual Family Office (VFO) Professional and CPA with 27+years of hands-on-experience helping business owners, entrepreneurs, and real estate investors rescue millions of dollars in unnecessary taxes. She helps affluent business owners significantly reduce their tax bill using the same strategies that Jeff Bezos and Mark Zuckerberg have access to via their Private Family Offices.
What you will learn from this episode:
- What Sherry does, the people she serves and what situations they find themselves in when they come to her
- How she helps people maximize the results of their work
- How things changed since she got started in the business
- How she delivers results very differently from her competitors
- How the best strategies are found through the VFO hub and the Due Diligence Project
- How curiosity is important to being an elite VFO
- How Sherry truly cares about her clients and how she contributes to the community
Connect with Sherry Tolbert:
LinkedIn
Website
Email: sherry@tolbertcpa.com
Learn more about The Due Diligence Project™ at:
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