In this episode, I dive into the crucial distinction between a financial professional who merely reports results and a true advisor who offers valuable insights and guidance. If someone is just giving you the numbers without explaining how you got there, why you’re there, or what needs to change for better financial trajectory, they may not be the advisor you need for business growth. Join me as I explore the importance of having a CFO-type adviser who adds intrinsic value beyond just reporting the results. Tune in to find out what you should be looking for in a financial advisor to help you scale your business effectively.

 

What You'll hear in this episode:

[1:55] The Unfulfilling Nature of Traditional Consulting

[2:55] The Value of Problem Solving in Accounting

[3:35] Encouraging Accountants to Provide Solutions

[5:35] How to Get More from Your Accountant

[8:30] Building a Sustainable and Profitable Business

 

If you like this episode, check out:

Boosting Business with Better Client Care

Building Value in Your Business While Growing with Jill Simonds

Discover Your Value by Serving More with John Ray

 

Want to learn more so you can earn more? 

Visit keepwhatyouearn.com to dive deeper on our episodes 

Visit keepwhatyouearncfo.com to work with Shannon and her team 

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.