Whether you’re just getting started as a business owner or you’ve been at it for years, it’s essential to have a firm grasp and a complete understanding of your business financials. 

Part of being confident in your brand is also understanding your finances—and there’s no one I trust more when it comes to this than my CFO, Serena Shoup.

I ask Serena, who you might remember from episode 140, has graciously taken the mic while I rest and recover my voice.

Serena is a founding member from our program, The Speaker Society. She is a CPA who runs  a virtual bookkeeping business dedicated to helping course creators and online experts manage their cash and make informed decisions based on their numbers when it comes to launching, growing, and scaling.

This episode is short and sweet but is filled with tangible tips that will help you become more profit conscious and be more comfortable around your money.  

I hope you enjoy this special edition take over, I’ll be back next week.

Episode Highlights:

• Bookkeeping basics that every business owner need to know
• Difference between Bookkeeper, Accountant, CFO and a tax pro or a CPA in your business
• Best practices for hiring contractors (or maybe being a contractor for someone else) so you can protect yourself
• Things you need to be aware of if you’re selling physical or digital products  to help you keep compliant 
• Where and when to get expert help 
• Cash flow management system that works with human behavior 

LISTEN to the full AUDIO of this episode:

About Serena Shoup:

Serena is a mom of three and CPA running a virtual bookkeeping business dedicated to helping course creators and online experts manage their cash and make informed decisions based on their numbers when it comes to launching, growing, and scaling. 

Serena’s also a course creator herself so she’s familiar with the various strategies that are working in the industry and offers that insight to her clients. She and her team are Certified Profit First Professionals and Xero Certified Advisors, using the latest cloud technology with their clients, enabling them to work with anyone in the US with ease. 

Connect with Serena on Instagram | LinkedIn | Facebook

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