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63: Build a Financial Success Team To Increase Your Profit and Wealth

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If you’ve ever wondered what a financial dream team might look like, this is the episode for you! You don’t need a team of full-time finance professionals to keep your business running, you just need a few strategic people to help you maximize profit, create a strong tax strategy, and take home more money! I’m sharing what each of these roles looks like and which ones are essential to have based on the size of your business.

Are you ready to pay yourself a 6-figure salary and build a 7-figure wealth portfolio? My Millionaire CEO Incubator program empowers six-figure entrepreneurs to get off the cash flow hamster wheel and start making wealth-building investments in business and in life. Visit Millionaire CEO Incubator to apply for my signature 6 month profit coaching and wealth-building program!

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In this episode, you’ll learn:

  • 0:00 What’s possible with a strong financial team

  • 6:17 How to find a bookkeeper you actually like

  • 9:54 Your tax team - tax planning, strategy, preparation, and accounting

  • 15:05 The importance of having a CFO

  • 23:20 My honest opinions on financial planners and money coaches

  • 29:12 How Young + Co can function as your financial team

Click here to listen to this week's episode!

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I’m Sarah Young - a CPA, Virtual CFO, and the Owner of Young + Co! I have over a decade of experience in helping entrepreneurs scale their businesses and build wealth at the 6- and 7-figure levels, and I started the Profit + Prosper podcast to help you do the same. Profit + Prosper is a business finance podcast created to help entrepreneurs build their wealth in a way that’s fun and empowering. This is NOT a boring numbers podcast - I share tactical tips to increase your profit so you can truly prosper in your business and in life. I hope you’ll subscribe so we can Profit + Prosper together!

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