I hope you're ready for an enlightening conversation about planning and organizing your business, especially when it comes to preparing for your future or unexpected events.  

 

What you'll hear in this episode:

[0:50] Introduction to Julee

[2:54] What is succession and continuity planning?

[6:52] Creating and setting up a delegation playbook and how that works with succession and continuity planning.

[12:00] Creating an organization chart and discussing expenses.

[14:53] The importance of documentation.

[23:59] Does a solopreneur need to create a succession plan?

 

 

 

Connect with Julee:

Free Giveaway: https://www.projectcya.com/start

LinkedIn: https://www.linkedin.com/in/julee-yokoyama/

Instagram: https://www.instagram.com/juleeyokoyama/

Facebook: https://www.facebook.com/projectcya/

 

 

* Related episodes:

What is a CFO Power Session?

Profit First for Real Estate Investors with David Richter

How to Manage Rapid or Unexpected Growth

 

Tactical Resources:

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

 

Additional Resources:

Find everything you need at https://www.keepwhatyouearn.com

Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

Hire us: https://www.fitnancialsolutions.com/accounting

Find me on IG https://www.instagram.com/shannonkweinstein/

Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

 

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.