🎙 Let’s Get Fiscal – EP04 - Most Creatives Are Asking the Wrong Financial Questions—Here’s What the Smart Ones Do Instead

Hosted by Anastasia & Myiesha | Coterie Tax and Advisory

Running a creative business? Knowing the difference between a bookkeeper, CPA, tax preparer, and strategist can make or break your financial success.

In this episode of Let’s Get Fiscal, Anastasia and Myiesha unpack the key financial roles that every creative business owner needs to understand. From handling day-to-day finances to long-term tax strategy, you’ll walk away with the clarity to hire smarter, communicate better, and scale with confidence. They also explore how artificial intelligence is beginning to reshape the finance world—what to watch for, and how to stay ahead.

Whether you’re a freelancer, agency owner, or scaling creative brand—this episode will help you make better financial decisions that fuel your growth.

🕒 Episode Breakdown

00:00 – Welcome to Let’s Get Fiscal

02:35 – What exactly does an accountant do?

03:22 – Bookkeepers: Your day-to-day financial superheroes

04:25 – CPAs and their wide-ranging expertise

06:34 – Enrolled Agents, CPAs & Tax Preparers: Who’s who?

12:38 – Tax Strategists: A rising necessity for creatives

14:33 – Why understanding roles can save you $$$

15:45 – How to decide who to hire for your business

16:18 – What should financial support actually cost?

17:54 – Avoiding confusion: How to speak your accountant’s language

20:55 – AI in Finance: Should you be worried or excited?

22:58 – Time vs Expertise: What to outsource, what to own

27:58 – Final thoughts: Building your financial dream team

🔗 Helpful Links & Resources

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🎧 Want to listen to more episodes?

Catch the latest episodes at: https://www.coterietax.com/podcast

📊 Need personalized help with your business finances?

Learn more about working with Anastasia and Myiesha: https://www.coterietax.com