In this episode, we'll explore why bookkeeping should be approached not as a complex mathematical puzzle but as a narrative of your business's financial journey - with special guest, Tony Wilson. We'll discuss the common mental blocks and misconceptions that hold you back and the importance of tackling your finances monthly, if not quarterly, to craft a financial tale you'll be proud of. Whether you're a seasoned business owner or just starting, Tony's insights will equip you with practical tips and an easier, more approachable way to manage your finances. So gear up to transform your money mindset and keep what you earn—one story at a time.

 

Tony Wilson is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) with a passion for entrepreneurship. Since starting his first photography business in college, he knew his passion was to provide the framework for entrepreneurs to succeed. After nearly a decade combined in public accounting and Corporate America, Tony launched Accquip, an education-oriented fractional CFO and outsourced accounting services provider serving software development agencies and bootstrapped SaaS companies. By helping these tech-savvy entrepreneurs understand their numbers, Tony empowers founders with the finance and accounting acumen to make key business decisions.

 

Website: www.Accquip.com  LinkedIn: https://www.linkedin.com/in/tony-wilson-cpa Tax-ready freelancer course: https://www.accquip.com/a/2147746288/9NJQ4ELV

 

What you'll hear in this episode:

03:32 Freelancers play key role in business growth.

08:21 Entrepreneurs are storytellers, not just numbers.

10:18 Approach bookkeeping like eating an elephant.

16:11 Regularly review and adjust financial storytelling monthly.

17:34 Tax preparation requires planning and financial costs.

21:10 Accessible support for using financial statements effectively.

 

If you like this episode, check out:

The Power of Diverse Mastermind Groups for Comprehensive Growth

How to Break Free from the Corporate 9 to 5

Best Ways to Negotiate Business Deals

 

Want to learn more so you can earn more?

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Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

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.