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/