Robert Burgess

Robert Burgess

Accountant

Born and raised Georgia. UGA grad with a Master's in Accounting, and I've passed all CPA and CFP exams. I enjoy running, reading, golf, and college football in the fall. I bring a fresh, innovative mindset to the accounting profession in its time of need.

Member

I have not referred someone via their personal profile page on powercore, but if I did, I would include a link to their profile in a 3-way email. I've found 3-way emails are usually the most efficient method of connecting two people and exchanging contact information. I connected a potential financial planning client with Andreas's firm via a 3-way email, and his team was able to quickly reach out to this prospect and start their onboarding process.

Referral Trigger Response

Lightening the Load, LLC

Lightening the Load, LLC

770-520-6942

367 Atlanta St SE
Marietta, Georgia 30060

Website

This is YOUR business, and the IRS wants a cut. They ambush you with complex tax laws that can kill your business's goals. I help business owners overcome this obstacle with quality tax planning. Don't wait until Spring when it's too late; plan now!

Company

INTROMinutes I've Received

Whitlock Avenue Team

Joined on 07/30/2024

Leadership

ParticipationCoOrdinator 02/05/2025

Team

InfoMinute Seminar 08/19/2024
Orientation Essentials 08/19/2024

Development