Listen on Apple | Spotify | YouTube | Android | Google
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!
Links mentioned:
Episode 25: The Secret to How Millionaires Build Their Wealth with Financial Planner Kaitlyn Carlson
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!
If you love the podcast, please leave me a review on Apple podcasts and share with a friend! This helps me share more knowledge with people like you so they can become more financially literate, create more profit in their business, and feel more financially stable and secure. Click here and scroll to the bottom to leave a review and make sure to let me know what you're finding the most helpful!
Do you have a question or topic you’d like me to cover on the show? Click here to send us your submission!
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!
Connect with Sarah:
Get in touch with Sarah to add a CFO to your team