In this episode of "Cash and Sass," host Lisa Marie Robinson, the "sassy wealth queen" and founder of Transcendent Wealth Company, chats with Morgan Anderson, founder of Golden Lion Tech Solutions and author of "Tax Debt Rule Number One: There's Always a Solution." With over 25 years of tax resolution experience, Morgan shares insights on financial strategies, the importance of understanding financial documents, and maintaining clear financial records. They discuss avoiding common financial pitfalls, the necessity of separating personal and business finances, and the value of professional financial guidance. The episode emphasizes proactive financial management for business success.

• Importance of understanding financial documents (e.g., profit and loss statements, balance sheets)
• Role of financial professionals (bookkeepers, CPAs, fractional CFOs) in business success
• Common pitfalls in financial decision-making for new business owners
• Necessity of separating personal and business finances
• Regular cash flow management and its impact on business decisions
• Learning from past financial mistakes and making informed decisions
• Practical strategies for organizing financial records, especially for service providers
• Importance of proper documentation for business expenses and tax compliance
• Handling IRS audits and changing perceptions about the IRS

Morgan Q. Anderson, EA, is the CEO and Founder of Golden Lion Tax Solutions and the author of "Tax Debt Rule #1: There's ALWAYS a Solution!" 

http://www.goldenliontaxsolutions.com

https://www.linkedin.com/in/morgan-anderson-ea/

https://www.facebook.com/GoldenLionTaxSolutions

If you have a tax account concern, before doing anything else, watch this free 10-minute, fact-filled webinar that will provide guidance and much-needed clarity for you:

https://corn-chimpanzee.webinarninja.com/automated-webinars/22667/register

Attend Morgan’s amazing summit:
We’re excited to announce our upcoming Essential Business Insight Summit, happening soon. This summit is specifically designed for business owners, entrepreneurs, and professionals looking for practical, immediately actionable strategies. In less than two hours, attendees will walk away with over 40 tips they can implement right away—covering topics like financial positioning, marketing, client relationships, taxes, and more. Our goal is to provide real value that sparks growth from day one. You can check out all the details and register here and for listeners, you can get 10% off with the code SUMMIT10.

https://bit.ly/essentialbusinessinsightsummit

Ready to write a new money story? Book a Wealth Creation Call HERE

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Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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