Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality

#29 How do I know when it's time to hire a bookkeeper? (with special guest Stephanie Williams)


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In this episode, I invited Stephanie Williams on the podcast who is the owner of The Book Belle, a virtual bookkeeping service, to explore the world of business finance, emphasizing the crucial roles of a bookkeeper and CPA.  Join us as we unravel the importance of understanding your financials, building a supportive team, and fostering a healthy relationship with money.

I had such a good time chatting with her and although this episode is longer than usual, it's packed with so much experience and knowledge that we wish we both had when we got started.

In this episode we discuss:

  • The difference between a bookkeeper and a CPA
  • Building a supportive team
  • How to hire a bookkeeper and CPA 
  • Money mindset and behavior
  • Business growth and Identity Shifts
  • Practical tips for business owners

You can reach out to Stephanie via her email at [email protected] or her website at www.thebookbelle.com

A couple of books that Stephanie shared or that we mentioned in the podcast if you're interested in reading and learning from the lens of fun:

Profit First by Mike Michalowicz
The Joy of Accounting by Peter Frampton and Mark Robilliard
Small Business Tax Workshop
Regenerative Business by Samantha Garcia

As always, thanks for listening.

From my soul to yours,
Erin


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From my soul to yours,

Erin

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Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, SpiritualityBy Erin Gray | Wealth Coach, Former CFP and CFO

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