Cash & Sass
Are you ready to ditch the hush-hush attitude towards money? If you're craving real talk about your finances, you're in the right place! Join me as we kick the money taboo to the curb and dive headfirst into the candid cash-versations you have been dreaming of. I'm Lisa Marie, and this is the Cash and Sass podcast. As a Fractional CFO and Wealth mentor, I am known as the Sassy Wealth Queen and the brains behind the Sassy Wealth Coach. I'm here to take you on a thrilling ride from financial chaos to sassy and sexy money. I've gathered a squad of amazing guests to fearlessly explore everything under the sun about money, money mindset, and money management. No topic is off-limits!! Consider this podcast your judgment-free zone for all things money. I'm not just your host; I'm a fellow warrior who turned my business from food stamps to six figures. Now, I'm on a mission to share the secrets of sassy and sexy money with as many incredible women as possible. Get ready for an empowering journey where you can finally build a fantastic relationship with your money. If you're eager to break free from the money taboo, and ready for candid cash-versations then buckle up, because the Cash and Sass podcast is here to revolutionize your relationship with money. Let the sassiness and sexiness of your money begin!
Cash & Sass
The Comprehensive Guide to Business Money Management: Who You Need and Why
In this episode of "Cash and Sass," host Lisa Marie, also known as the Sassy Wealth Coach, explores the array of financial professionals available to help manage business finances.
She differentiates between bookkeepers, CPAs, financial advisors, planners, tax advisors, wealth and money coaches, and (fractional) CFOs, detailing their unique roles and services. From maintaining records to strategic planning and mindset coaching, Lisa Marie clarifies who does what and why choosing the right expert for your specific financial needs is crucial, blending her expertise as a fractional CFO and wealth coach to guide listeners toward sassy financial success.
If you've ever felt like you're navigating a labyrinth in managing your business finances, this newsletter is your map to the treasure!
Bookkeeper (00:00:59)
Explains the role of a bookkeeper in keeping accounting records and maintaining company records.
CPA (00:01:56)
Describes the responsibilities of a Certified Public Accountant, including tax preparation, budgeting, and audits.
Financial Advisor and Financial Planner (00:02:45)
Differentiates between financial advisors and financial planners, discussing their roles in financial planning, investing, and retirement planning.
Tax Advisor (00:03:54)
Explains the role of a tax advisor in minimizing taxes, compliance, and providing tax advice throughout the year.
Wealth Coach, Money Coach, Financial Coach (00:04:54)
Describes the role of coaches in teaching money management skills and improving the relationship with money while highlighting limitations in providing investment advice.
CFO and Fractional CFO (00:06:28)
Differentiates between a Chief Financial Officer and a Fractional CFO, discussing their roles in managing money, strategic planning, and business financial systems.
Conclusion and Contact Information (00:10:53)
Provides a summary of the discussed topics and encourages listeners to visit the website and subscribe to the podcast.
So, if you're ready to turn your financial chaos into sassy and sexy money, tune in to the "Cash and Sass" podcast. Let's embark on this journey together and transform your financial story from bewildering to brilliant!
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The Sassy Wealth Coach™
https://www.thesassywealthcoach.com
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