Join Tristen Stawicki for this insightful episode of Musings and Modalities with special guest Charrise Bateman, founder of Blue Heart Accounting! With over 25 years in the field and Enrolled Agent credentials, Charrise has helped thousands of business owners not just clean up their books, but save thousands in taxes and plan for real growth.
In this conversation, we go Beyond the Numbers to discuss:
- Money Mindset & Financial Literacy: Essential tips for women and entrepreneurs to heal their relationship with money and identify financial blindspots.
- The Better Accounting Experience:What drove Charrise to build Blue Heart Accounting as a trusted, caring advisor, breaking the mold of the stereotypical CPA.
- Tax Strategy Secrets: Charrise’s general approach to tax strategy, plus actionable steps business owners can take now to prepare for April 15th and set up next year for success.
- Entrepreneurial Journey: The determination required to build a different kind of business in a 25-year industry, all while keeping it fun (and still having time to ski with the kids!).
Tune in to hear how you can gain clarity, save money, and build a better future for your business!
Blue Heart Accounting website: http://blueheartaccounting.com
Instagram: https://www.instagram.com/blueheartaccounting/
Charrise’s Discovery Call: https://calendly.com/charrise-blueheartaccounting/start-with-heart