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Keep What You Earn

Why We Don't Hire Financial Help Fast Enough

Broadcast on:
05 Jun 2023

Today, I have a unique style of episode in store for you. We'll engage in a candid conversation with a business owner and delve into a question that I often have for new entrepreneurs: Why do they wait to hire a tax strategist for their business?

 

Joining us for this discussion is Tanya Smith, a friend I met in the Brand Builders group. Tanya brings with her a wealth of experience as a branding and visual communications expert. She is the founder of WorkStory Creative™ and holds the title of Certified Personal Branding Strategist for Brand Builders Group.

 

Throughout our conversation, Tanya will offer her perspective on my question, drawing from her own journey of starting a business and where she finds herself today. She will shed light on why she chose to delay seeking assistance with her finances until a later stage in her entrepreneurial journey.

 

What you’ll hear in this episode:

[4:00] Why do new business owners hesitate to invest in tax strategy and advice from accountants?

[10:05] How does a new business owner know when it is time to start bringing in additional help with their financial strategy?

[14:05] How to identify what kind of help you need in the early stages of your business.

[19:50] From a branding standpoint, how can accountants improve their presence and clarify their offerings?

[27:30] What can accountants do better to appeal more to early-stage business owners?

 

Connect with Tanya:

Instagram.com/workstorycreative

linkedin.com/in/tanyagoodallsmith

 

Business Financial Quickstarter: https://www.keepwhatyouearn.com/bfq

 

Related Episodes:

How to Handle a Negative Business Review

Starting and Growing a YouTube Channel with Augie Johnston

Differentiating Yourself Based On Your Values

 

Resources:

* Find everything you need at https://www.keepwhatyouearn.com

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG https://www.instagram.com/shannonkweinstein/

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.