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Confused as to what questions to ask when looking for a CPA? This person plays a crucial role in your financial future, tax planning, and business strategy. So how do you know if you're hiring the right one? In this episode, I’m sharing the five essential questions to ask before choosing a CPA so you can make an informed and confident decision.
In This Episode, You'll Learn:
✔️ Why having a CPA can be an investment, not just an expense
✔️ The key differences between tax filing and tax planning
✔️ How to ensure your CPA understands your industry and business needs
✔️ The importance of clear communication and pricing transparency
✔️ How to find a CPA who aligns with your financial goals and values
Loved this episode? Be sure to subscribe, share, and leave a review. It helps the show grow and I love hearing from you.
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Foundational Resources
Does the thought of using QuickBooks make you cringe?
So many entrepreneurs feel like they should be using it but end up feeling overwhelmed, frustrated, and stuck doing nothing instead.
In this episode, I’m breaking down a simpler way to manage your money—one that doesn’t require complicated software or hours of bookkeeping each week.
In this episode I discuss:
✅ Why QuickBooks can feel so overwhelming
✅ A simple, effective way to track your income and expenses without the overwhelm
✅ How to create a money system you’ll actually stick with
✅ When to outsource your bookkeeping (and what to know before you do)
Managing your money doesn’t have to be hard. Tune in to learn a stress-free approach to staying on top of your finances.
Ways to Connect with Me and Learn More:
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Foundational Resources
Feeling disconnected and out of control with your finances?
It's not just you. Join me as I share my own experiences of struggling with feeling disconnected from my money and the societal norms that often leave women feeling overwhelmed by money matters. In this episode, I share how focusing on curiosity can empower women to take control of their money, explore limiting beliefs, and ultimately create a more confident financial future.
In this episode I discuss:
• The importance of approaching money with curiosity instead of guilt 🤗🔍
• Starting with what's working to foster a positive mindset 🧠🌱
• Challenging limiting beliefs around work and money 🚫💭
Ways to Connect with Me and Learn More:
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Foundational Resources
Does the fear of losing money hold you back from making bold moves in your business? In this episode, I am unpacking why money fears are so common and I'll share the 5 ways I transformed my own relationship with money and now help my clients move from financial fear to empowered decision-making.
Learn how past experiences shape your money decisions, why tracking your finances is crucial for clarity, and how to reframe "money mistakes" into valuable lessons. I dive into why having a safety net matters, and explain why small, consistent actions trump dramatic changes when building lasting financial confidence.
Ways to Connect with Me and Learn More:
Apply to Work with Me
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Foundational Resources
Are you making these common financial mistakes in your business without even realizing it? Join me as I interview Lisa Marie, fractional CFO and host of The Cash and Sass Podcast. This episode explores the importance of understanding your numbers as a female entrepreneur.
Key topics covered include:
If you would like to connect more with Lisa Marie, you may do so here
Ready to feel more confident with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.
🔗 Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design
Ways to Connect with Me and Learn More:
Apply to Work with Me
Generate a Life Well Lived Website
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Foundational Resources
🎉 Big news—I've changed the name of the podcast! In this quick episode, I'm sharing why I made this shift and what it means for you. While this space has always been about money, business, and self-development, I kept coming back to one core theme: money. The way we think about it, manage it, and use it to create the life we want.
This podcast is now fully focused on helping women shift their money mindset, build financial confidence, and create wealth on their own terms.
In this episode, you'll learn:
THANK YOU for being on this journey with me. I’m so excited to continue growing and learning together. 💖
Ways to Connect with Me and Learn More:
Apply to Work with Me
Generate a Life Well Lived Website
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Foundational Resources
Are you stuck in the cycle of avoiding your money—ignoring bank statements, putting off financial decisions, or feeling overwhelmed by your finances? You're not alone, and it's not just about willpower—there are deeper reasons behind money avoidance.
In this episode, we're diving into why you might be avoiding your finances and, more importantly, how to shift into a place of confidence and control.
You'll learn:
It's time to stop running from your money and start building a relationship with it—one small step at a time.
Resources & Next Steps:
If you would like to explore how to address money avoidance further, please reach out at [email protected].
Loved this episode? Leave a review and share your biggest takeaway.
Ways to Connect with Me and Learn More:
Apply to Work with Me
Generate a Life Well Lived Website
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Foundational Resources
Do you feel drained or overwhelmed at the thought of attending networking events or promoting yourself in social settings? Do you feel like marketing requires you to be someone you’re not? Join me as I invited Rob Giardinelli, fellow introvert on the podcast to share how he helps clients turn networking into a genuine, enriching experience instead of a transactional chore. We explore strategies for building deeper relationships, shifting mindsets, and the importance of practicing patience and consistency in networking efforts.
In this episode we explore:
• Importance of authentic relationship-building in networking
• Shifting perspective from transactional to relational networking
• Techniques for gracefully exiting conversations without guilt
• Embracing introversion as a strength in social situations
• Setting confidence, purpose, and joy goals for networking
• Tips for scanning the room and finding connections
If you would like to connect more with Rob, you may do so here (https://www.eventmindset.com). Check out Rob's free cheat sheet here on gracefully exiting conversations.
Ready to feel more confident with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.
🔗 Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design
Ways to Connect with Me and Learn More:
Apply to Work with Me
Generate a Life Well Lived Website
YouTube
Grab your free Human Design chart
Foundational Resources
Are you overanalyzing every financial decision? Do you feel overwhelmed by the amount of financial advice out there? Do you constantly question if you're making the "correct" money moves?
In this episode, I'm sharing a clip from a recent workshop I hosted on the Head Center in Human Design. By examining the Head Center in Human Design, we reflect on how over analyzing and a need for security can impact our relationship with money and our overall well-being.
If you’re struggling with your money mindset, please reach out for support, you can email me at [email protected] to schedule a 1:1 session.
Ready to feel more confident and create more ease with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.
🔗 Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design
Ways to Connect with Me and Learn More:
Apply to Work with Me
Generate a Life Well Lived Website
YouTube
Grab your free Human Design chart
Foundational Resources
In this episode, I'm joined by John Hall, a breathwork facilitator and practitioner, to dive deep into the transformative practice of breathwork. Together, we unpack the scientific benefits, how intentional breathing impacts the body and mind, and why it's becoming a go-to tool for stress relief, mental clarity, and emotional healing. Whether you're new to breathwork or looking to expand your practice, this episode offers valuable insights and practical tips.
In this episode, we explore:
If you've ever wondered how something as simple as breathing can shift your mood, improve your health, and reconnect you to your body, this conversation will inspire you to take that first deep breath.
If you would like to connect more with John, you may do so here (https://www.johnhallcoaching.com)
Ready to feel more confident and create more ease with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.
🔗 Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design
Ways to Connect with Me and Learn More:
Apply to Work with Me
Generate a Life Well Lived Website
YouTube
Grab your free Human Design chart
Foundational Resources
From the publisher's feed
You’ve built something real.
The revenue is there. The team is there. The advisors are there.
And yet there are moments when you still feel the weight of holding the whole picture:…
I’m glad you’re here.
https://tidycal.com/eringray/45-min-call-with-erin

3,063 Listeners