#54 - The Financial Dashboard You Didn’t Know You Needed

Imagine having a financial dashboard for your business, kind of like the one in your car that warns you when you're low on gas. Sounds pretty helpful, right? Well, turns out, accountants alone weren’t quite cutting it for me. But what REALLY fueled the frustration was the fact that I THOUGHT they were supposed to do that, and I was endlessly and hopelessly searching for the right accountant, when in fact, it's not even their role!

In this episode, I explore the wide world of financial services—think beyond accountants: CFOs, fractional CFOs, strategic bookkeepers, and tax strategists. Yes, you heard that right! I never knew that a tax strategist was a thing, separate from an accountant, until now, thanks to an insightful conversation I had with Rachel Artis. And let me tell you, this role could be a total game-changer for court reporters like us.

While I'm still testing the waters, I'm excited about the possibility of finding a financial system that I can confidently recommend to our community. This episode is all about the power of continued learning and the importance of assembling a dream team of experts to help you crush your business goals. The right tax and business advice could save you thousands—and help you earn thousands more.

I'm grateful to share these insights with you, and I’d love for you to join the conversation. If you've discovered any valuable resources, don’t keep them to yourself—share the wealth!

Tune in to Episode 53 to learn more about building the right team and getting the support your financial department deserves. 💼✨

P.S., Are you interested in having your own VTM (Virtual Transcript Manager) in your business? Having a VTM allows me to focus on growing my business and enjoying personal time, without sacrificing family, hobbies, or sleep to catch up on work.

I'm offering a limited-time opportunity to become a beta tester for my VTM program. Schedule a call to learn how a VTM can transform your workflow and see if it's right for you! 🚀