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Which Financial Pro Do You Really Need? Decoding Your Money Dream Team
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Ever feel like you're swimming in a sea of financial pros and still have no idea who to hire for what? Bookkeeper. CPA. Financial Advisor. Tax Pro. Wealth Coach. Fractional CFO. It’s a whole financial alphabet soup.
In this solo Summer of Sass episode, I’m walking you through each of the key money players in your business and helping you figure out exactly who belongs on your financial dream team. If you're growing a business and want clarity on what each expert really does, you need to hear this.
I’ll also show you how I combine mindset, strategy, and money management as both a Wealth Coach and a Fractional CFO. Because you deserve support that’s both smart and sassy.
If you’ve been trying to do it all yourself, this episode will help you stop the confusion and start making confident money moves.
What you'll learn
- What your bookkeeper actually does and what they don’t do
- Why your CPA is not your CFO and why that matters
- The real difference between a financial advisor and a financial planner
- What a tax advisor can do for you all year round
- How a wealth coach supports your mindset and financial habits
- What a fractional CFO really brings to your business
- How combining money strategy and mindset creates bigger results
- What to expect when investing in professional financial support
Tired of the Chaos when it comes to money? Snag my free checklist to find those sneaky profit leaks, track your coins like a boss, and start making smart, sassy money moves today.
https://transcendentwealthco.com/checklist/
If you're ready to change how you manage your money, Book a Wealth Creation Call HERE
Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.
Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com
Facebook: https://www.facebook.com/TheSassywealthqueen
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