IF 52 - Why Every Investor Needs a Great CPA: Guide to Smarter Real Estate Investing with James Bohan

The Invested Fathers

In this insightful episode, I engage in a comprehensive discussion with James Bohan, a seasoned CPA and outsourced CFO with expertise in real estate investment and private equity funds. James shares his professional journey from a family background in real estate development to his current role working with investment firms. The conversation covers essential topics including the importance of solid accounting foundations, effective money management, and key internal controls for managing funds. Listeners will gain valuable advice on conducting due diligence, selecting the right investment partners, and balancing professional and personal lives. The episode also explores the intersection of faith, family values, and business acumen, emphasizing the importance of disciplined operations, lifelong learning, and integrating biblical principles into everyday interactions for achieving professional and personal success.

James Bohan - LinkedIn

Show Notes:

00:00 Introduction and Guest Background

00:38 Early Career and Real Estate Beginnings

01:34 Family Influence and Values

03:47 Career Advice and CPA Importance

06:21 Common Real Estate Investment Mistakes

09:35 Choosing the Right Investment Partners

10:26 Personal Investment Strategies

10:53 Fatherhood and Personal Life

11:06 Balancing Faith and Career

11:32 Breaking Stereotypes: Wealth and Christianity

12:10 Journey to Faith: From Catholicism to Christianity

12:24 Christianity and Wealth Management

14:48 Navigating Business Ethics as a Christian

15:17 Debt and Christian Values

17:59 Traditional Marriage Roles and Career Focus

19:07 Fatherhood and Mentorship

21:57 Embracing Failures and Family Arguments

22:28 Connecting with James Bohan

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