Robert Burgess

Robert Burgess

Accountant

Born and raised Georgia. UGA grad with a Master's in Accounting, and I've passed all CPA exams. I enjoy running, reading nonfiction, and college football in the fall; Go Dawgs! Over the next 5 years, I want to start a family and grow my business!

Member

Lightening the Load, LLC

Lightening the Load, LLC

770-520-6942

367 Atlanta St SE
Marietta, Georgia 30060

Website

My best clients want to work with me throughout the year and plan for taxes instead of receiving an unexpected bill from the IRS in April. I'm a great referral for the small business owner who's accounting has become too much to handle. Send me an email!

Company

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

Development

Whitlock Avenue Team

Joined on 07/30/2024

Team

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