Brian Cfp
BC

Brian Cfp

Linkedin Profile
Manager QuickBooks Live at Intuit | Lawrenceburg, Indiana, United States
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About Brian Cfp

  • As the Team Lead for Intuit Clean-up LIVE, Brian Cfp plays a pivotal role in enhancing the quality and efficiency of bookkeeping services offered through QuickBooks Live Assisted Bookkeeping. With nearly 26 years of experience in the financial sector, Brian leverages his extensive expertise to...
    As the Team Lead for Intuit Clean-up LIVE, Brian Cfp plays a pivotal role in enhancing the quality and efficiency of bookkeeping services offered through QuickBooks Live Assisted Bookkeeping. With nearly 26 years of experience in the financial sector, Brian leverages his extensive expertise to guide a dedicated team of approximately 25 front-line bookkeepers, ensuring they navigate complex accounting challenges with confidence and precision. His leadership is characterized by a commitment to fostering trust-centered relationships, both within his team and with clients, which is essential in the fast-paced world of financial services. Brian's responsibilities include conducting thorough reviews of the initial stages of the LIVE process, ensuring that all submitted work adheres to Intuit's stringent bookkeeping standards. His analytical mindset and critical thinking skills enable him to identify areas for improvement, driving process design and implementation that enhance operational efficiency. Furthermore, Brian's ability to thrive under pressure and adapt to changing environments ensures that his team remains agile and responsive to client needs, even in the face of challenges. As an experienced mentor, Brian is dedicated to nurturing the professional growth of his team members, fostering an environment of empathy and understanding that encourages open communication and collaboration. His visionary leadership and creative problem-solving skills empower his team to tackle complex financial objectives, ultimately contributing to the overall success of Intuit's bookkeeping services. Through his strategic insights and commitment to excellence, Brian Cfp continues to make a significant impact in the financial industry, helping businesses achieve financial stability and success.
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  • Brian Cfp Work

    • Manager QuickBooks Live at Intuit in April 2021 to Present
    • Founder & Managing Principal at By the Book Professional Services, LLC in January 2022 to Present
    • Founder & Managing Principal at Envision What If, LLC in January 2019 to December 2021
  • Brian Cfp Skills

    • Thrive under PressureAdaptability to Changing EnvironmentsEmpathy and Understanding
      Experienced MentorVisionary LeadershipCreative Problem SolvingProcess Design and ImplementationAnalysis and Critical Thinking SkillsExcellent Long-term Relationship SkillsRelationship DevelopmentRetirement PlanningStrategic Financial PlanningFinancial AdvisoryEstate PlanningFinancial PlanningInvestment StrategiesSecuritiesInvestment AdvisoryAsset AllocationFinanceMutual FundsPortfolio ManagementAlternative InvestmentsInvestment ManagementRisk ManagementFinancial PlannersWealth ManagementEquitiesFinancial AnalysisInvestmentsStrategic PlanningLeadershipCommunicationPersonal FinanceWealthFINRARetirement Income StrategiesHigh Net Worth IndividualsIRAsWealth Management ServicesPersonal Financial PlanningSeries 24Variable AnnuitiesCertified Financial PlannerETFs

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  • About Brian Cfp's Current Company

  • Frequently Asked Questions about Brian Cfp

    • What is Brian Cfp email address?
      Email Brian Cfp at b***r@gmail.com and b***n@bishofffinancial.com. This email is the most updated Brian Cfp email found in 2025.
    • What is Brian Cfp phone number?
      Brian Cfp phone number is +17404164268 and +17404161642.
    • How to contact Brian Cfp?
      To contact Brian Cfp send an email to b***r@gmail.com or b***n@bishofffinancial.com. If you want to call Brian Cfp try calling on +17404164268 and +17404161642.
    • What is Brian Cfp net worth?
      Brian Cfp has an estimated net worth of $250,000 to $374,999
    • What company does Brian Cfp work for?
      Brian Cfp works for Intuit
    • What is Brian Cfp's role at Intuit?
      Brian Cfp is Manager QuickBooks Live
    • What industry does Brian Cfp work in?
      Brian Cfp works in the Financial Services industry.

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