You may be surprised to find out that many of our calls as CFOs for our clients consist of a lot of coaching around non-financial issues. We check in with our clients regularly and we hear about whatever it is that they are struggling with at the time. Recently, a client was struggling with balancing time and effort. They wanted to serve their clients, answer all the DMs, and do all the things, but they were overwhelmed and didn't know how to keep everybody happy. The discussion we had with this client inspired me to share what I've learned to help tackle this issue because I've been there myself and know how challenging it can be.

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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.