Financially Adjusted

#10: GET IN THE FLOW WITH THE RIGHT PROS


Listen Later

SEND LESLIE A TEXT MESSAGE

In this episode, I’ll discuss the importance of collaborating with the right professionals to enhance your small business and get into a good flow. Learn about effective communication, choosing the right professional, regular financial reporting, and the benefits of advisory services. Discover how the right support can keep your business operations flowing smoothly.

Key Points:

·         Importance of communication with professionals

·         Regular financial reporting and reviews

·         Defining your needs from outsourced professionals

·         Advisory services from tax professionals

·         Guidance on choosing the right business entity

·         Bookkeeping services and their frequency

·         Ensuring collaboration among financial professionals

 

Recommended payroll software (affiliate link): 

ADP: http://accountantprogram.adp.com/accept/?EID=5453c160-167e-4c6b-aedc-893d78fb3f87&type=ShareUrl

GUSTO (affiliate link): https://gusto.com/r/leslie4559

QuickBooks Online is my go-to accounting software. Get the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at [email protected] with any questions regarding signing up.  https://completebusinessgroup.com/leading-ledger-bookkeeping-llc/ 

My favorite budgeting app w/ an amazing free version:
https://www.ramseysolutions.com/ramseyplus/everydollar 

My preferred business credit card with cash rewards (affiliate link):  If you have healthy behaviors around spending with a credit card, this is a great one to use and earn cash back. It also links up well with QuickBooks Online. If you have unhealthy spending habits with credit cards, please avoid using one! You need to be able to pay it off monthly and not carry a balance. I use this one for my business and it makes paying bills simple.
https://i.capitalone.com/Jnub3fUEX

Check out all my FREE financial resources in one place

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

Disclaimer: This content is for educational and informational purposes only. Please consult with an accounting professional for direct advice based on your specific business situation.

...more
View all episodesView all episodes
Download on the App Store

Financially AdjustedBy Leslie Roth