Artwork

Content provided by Leslie Roth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leslie Roth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

#10: GET IN THE FLOW WITH THE RIGHT PROS

12:05
 
Share
 

Manage episode 428315071 series 3573050
Content provided by Leslie Roth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leslie Roth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

SEND LESLIE A TEXT MESSAGE

In this episode, I’ll discuss the importance of collaborating with the right professionals to enhance your small business and get into a good flow. Learn about effective communication, choosing the right professional, regular financial reporting, and the benefits of advisory services. Discover how the right support can keep your business operations flowing smoothly.

Key Points:

· Importance of communication with professionals

· Regular financial reporting and reviews

· Defining your needs from outsourced professionals

· Advisory services from tax professionals

· Guidance on choosing the right business entity

· Bookkeeping services and their frequency

· Ensuring collaboration among financial professionals

Recommended payroll software (affiliate link):

ADP: http://accountantprogram.adp.com/accept/?EID=5453c160-167e-4c6b-aedc-893d78fb3f87&type=ShareUrl

GUSTO (affiliate link): https://gusto.com/r/leslie4559

QuickBooks Online is my go-to accounting software. Get the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at support@financiallyadjusted.com with any questions regarding signing up. https://completebusinessgroup.com/leading-ledger-bookkeeping-llc/

My favorite budgeting app w/ an amazing free version:
https://www.ramseysolutions.com/ramseyplus/everydollar

My preferred business credit card with cash rewards (affiliate link): If you have healthy behaviors around spending with a credit card, this is a great one to use and earn cash back. It also links up well with QuickBooks Online. If you have unhealthy spending habits with credit cards, please avoid using one! You need to be able to pay it off monthly and not carry a balance. I use this one for my business and it makes paying bills simple.
https://i.capitalone.com/Jnub3fUEX

Check out all my FREE financial resources in one place:
https://www.financiallyadjusted.com/free-resources
Follow me on social media:
https://www.facebook.com/people/Financially-Adjusted/61554203918089/
https://www.instagram.com/financiallyadjusted/
https://www.linkedin.com/in/leslie-roth/
https://www.pinterest.com/financiallyadjusted/
Reach out via email: support@financiallyadjusted.com
Disclaimer: This content is for educational and informational purposes only. Please consult with an accounting professional for direct advice based on your specific business situation.

  continue reading

16 episodes

Artwork
iconShare
 
Manage episode 428315071 series 3573050
Content provided by Leslie Roth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leslie Roth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

SEND LESLIE A TEXT MESSAGE

In this episode, I’ll discuss the importance of collaborating with the right professionals to enhance your small business and get into a good flow. Learn about effective communication, choosing the right professional, regular financial reporting, and the benefits of advisory services. Discover how the right support can keep your business operations flowing smoothly.

Key Points:

· Importance of communication with professionals

· Regular financial reporting and reviews

· Defining your needs from outsourced professionals

· Advisory services from tax professionals

· Guidance on choosing the right business entity

· Bookkeeping services and their frequency

· Ensuring collaboration among financial professionals

Recommended payroll software (affiliate link):

ADP: http://accountantprogram.adp.com/accept/?EID=5453c160-167e-4c6b-aedc-893d78fb3f87&type=ShareUrl

GUSTO (affiliate link): https://gusto.com/r/leslie4559

QuickBooks Online is my go-to accounting software. Get the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at support@financiallyadjusted.com with any questions regarding signing up. https://completebusinessgroup.com/leading-ledger-bookkeeping-llc/

My favorite budgeting app w/ an amazing free version:
https://www.ramseysolutions.com/ramseyplus/everydollar

My preferred business credit card with cash rewards (affiliate link): If you have healthy behaviors around spending with a credit card, this is a great one to use and earn cash back. It also links up well with QuickBooks Online. If you have unhealthy spending habits with credit cards, please avoid using one! You need to be able to pay it off monthly and not carry a balance. I use this one for my business and it makes paying bills simple.
https://i.capitalone.com/Jnub3fUEX

Check out all my FREE financial resources in one place:
https://www.financiallyadjusted.com/free-resources
Follow me on social media:
https://www.facebook.com/people/Financially-Adjusted/61554203918089/
https://www.instagram.com/financiallyadjusted/
https://www.linkedin.com/in/leslie-roth/
https://www.pinterest.com/financiallyadjusted/
Reach out via email: support@financiallyadjusted.com
Disclaimer: This content is for educational and informational purposes only. Please consult with an accounting professional for direct advice based on your specific business situation.

  continue reading

16 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide