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 founder of Transcendent Wealth Co. LLC. 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
Don’t Let Your Finances Be a Hot Mess: Tax Tips for Entrepreneurs!
In this episode of "Cash and Sass," host Lisa Marie Robinson, the "sassy wealth queen" and founder of Transcendent Wealth Company, chats with Morgan Anderson, founder of Golden Lion Tech Solutions and author of "Tax Debt Rule Number One: There's Always a Solution." With over 25 years of tax resolution experience, Morgan shares insights on financial strategies, the importance of understanding financial documents, and maintaining clear financial records. They discuss avoiding common financial pitfalls, the necessity of separating personal and business finances, and the value of professional financial guidance. The episode emphasizes proactive financial management for business success.
- Importance of understanding financial documents (e.g., profit and loss statements, balance sheets)
- Role of financial professionals (bookkeepers, CPAs, fractional CFOs) in business success
- Common pitfalls in financial decision-making for new business owners
- Necessity of separating personal and business finances
- Regular cash flow management and its impact on business decisions
- Learning from past financial mistakes and making informed decisions
- Practical strategies for organizing financial records, especially for service providers
- Importance of proper documentation for business expenses and tax compliance
- Handling IRS audits and changing perceptions about the IRS
Morgan Q. Anderson, EA, is the CEO and Founder of Golden Lion Tax Solutions and the author of "Tax Debt Rule #1: There's ALWAYS a Solution!"
http://www.goldenliontaxsolutions.com
https://www.linkedin.com/in/morgan-anderson-ea/
https://www.facebook.com/GoldenLionTaxSolutions
If you have a tax account concern, before doing anything else, watch this free 10-minute, fact-filled webinar that will provide guidance and much-needed clarity for you:
https://corn-chimpanzee.webinarninja.com/automated-webinars/22667/register
Attend Morgan’s amazing summit:
We’re excited to announce our upcoming Essential Business Insight Summit, happening soon. This summit is specifically designed for business owners, entrepreneurs, and professionals looking for practical, immediately actionable strategies. In less than two hours, attendees will walk away with over 40 tips they can implement right away—covering topics like financial positioning, marketing, client relationships, taxes, and more. Our goal is to provide real value that sparks growth from day one. You can check out all the detai
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
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Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com
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