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
Which Financial Pro Do You Really Need? Decoding Your Money Dream Team
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
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Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com
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