As entrepreneurs and coaches, we often find ourselves wearing all the hats. One of the hats many of my clients try to wear is the bookkeeping hat. They try to manage their own QuickBooks and taxes, living in this constant fear of, “Am I doing it right??”
I learned very early on after trying to do my own finances that I needed to hire a bookkeeper. Accounting isn’t my thing. I love math, but I’m not a CPA by any stretch, so I hired an incredible woman by the name of Zsofia. She and her partner have their own agency, providing comprehensive financial services. She’s basically my CFO (chief financial officer).
I’m sharing this journey of trying to handle my own finances to the relief I felt after hiring a professional. Additionally, you’ll hear the benefits of how Zsofia’s proactive approach helped my business, including having quarterly review calls and having her constant encouragement.
In this episode, we chat about:
Why I decided to outsource my bookkeeping
The benefits having a CFO has had on my business
The quarterly reviews and tax planning I’ve received
The value of having a supportive CFO
To work with Zsofia and her team, you can click here. They serve clients nationwide.
SHOW NOTES: https://jennimaroney.com/2024/04/09/the-most-essential-financial-decision-every-entrepreneur-should-make/
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