How The Right CPA Helps You Grow - Joel Peluffo | Risky Assets #29

Joel Peluffo came to Santa Clarita from Argentina at 16 chasing soccer, and ended up a partner at Hedman Partners, one of the most respected CPA firms in the valley. In this episode Charlie sits down with him for an honest talk about using the right CPA to actually grow a business, not just file taxes. They get into why a great firm says no to clients, why value beats volume, and why chasing a tax write off often costs you more than it saves. Whether you are an owner who wants better numbers or someone weighing a career, this one is worth your time. Timestamps 0:00 Meet Joel Peluffo: from Argentina to Santa Clarita 2:52 Soccer, a full ride, and stumbling into accounting 5:55 Getting hurt, marrying young, and betting on a career 9:05 Thirteen years at Hedman and the road to partner 13:08 Why Hedman says no: choosing clients by value, not revenue 20:27 Culture, community, and beating burnout 22:50 Competing with the Big Four and the private equity rollup opportunity 35:25 The truck write off trap and smarter tax strategy 41:09 High W2 earners, shiny loopholes, and the IRS 45:00 Advice for the next CPA: purpose over a paycheck Contact Hedman Partners LLC Website: https://www.hedmanpartners.com/ Phone: (661) 287-6333 Toll Free: (888) 866-4195 Email: [email protected] Disclaimer This episode and description are for general educational purposes only and are not tax, legal, or financial advice. Tax rules and treatment change and depend on your situation. Please consult a qualified CPA or attorney before making decisions. About Risky Assets The Risky Assets Podcast is produced by Greyhawk Premier Insurance Solutions. We sit down with founders, operators, and experts for honest conversations about building a career, taking smart risks, and the real work behind the wins. Subscribe so you never miss an episode. New episodes weekly. Follow the show: Instagram: @greyhawkinsurance Hashtags #RiskyAssets #Entrepreneurship #CPA #Tax #SmallBusiness #Accounting #BusinessOwner #SantaClarita #Leadership