October 18, 2022

Let’s Talk Money: Confidently Handling Your Business Financials with my CFO, Serena Shoup

More like this:

Let’s Talk Money: Confidently Handling Your Business Financials with my CFO, Serena Shoup

grab the profitable speaking guide

7 Strategies to Take "free" exposure to the bank.

Explore ways to Work Together

start hereDOWNLOAD

LISTEN TO THIS EPISODE ON APPLE PODCASTS / SPOTIFY / STITCHER

Whether you’re just getting started as a business owner or you’ve been at it for years, it’s essential to have a firm grasp and a complete understanding of your business financials. 

Part of being confident in your brand is also understanding your finances—and there’s no one I trust more when it comes to this than my CFO, Serena Shoup.

I ask Serena, who you might remember from episode 140, has graciously taken the mic while I rest and recover my voice.

Serena is a founding member from our program, The Speaker Society. She is a CPA who runs  a virtual bookkeeping business dedicated to helping course creators and online experts manage their cash and make informed decisions based on their numbers when it comes to launching, growing, and scaling.

This episode is short and sweet but is filled with tangible tips that will help you become more profit conscious and be more comfortable around your money.  

I hope you enjoy this special edition take over, I’ll be back next week.

Episode Highlights:

  • Bookkeeping basics that every business owner need to know
  • Difference between Bookkeeper, Accountant, CFO and a tax pro or a CPA in your business
  • Best practices for hiring contractors (or maybe being a contractor for someone else) so you can protect yourself
  • Things you need to be aware of if you’re selling physical or digital products  to help you keep compliant 
  • Where and when to get expert help 
  • Cash flow management system that works with human behavior


About Serena Shoup:

Serena is a mom of three and CPA running a virtual bookkeeping business dedicated to helping course creators and online experts manage their cash and make informed decisions based on their numbers when it comes to launching, growing, and scaling. 

Serena’s also a course creator herself so she’s familiar with the various strategies that are working in the industry and offers that insight to her clients. She and her team are Certified Profit First Professionals and Xero Certified Advisors, using the latest cloud technology with their clients, enabling them to work with anyone in the US with ease. 

Connect with Serena on Instagram | LinkedIn | Facebook


👉 Swipe my 19 irresistible phrases to make your audience red hot for your offer. Your call-to-action will never be ignored again. <<CLICK HERE TO GET IT NOW>>

instantly level up your speaking with

Becoming The Known Authority

a 4 Part audio series to help you become the voice everyone remembers, recognizes & refers

The Speaking Systems Masterclass

free class

FOR THE COACH OR CONSULTANT READY TO GET BIGGER RESULTS FROM SPEAKING

What it takes to craft a truly magnetic message and book aligned stages to attract paying clients.

Leverage my 7 strategies (+ 23 bonus tactics) for turning every mic moment into tangible growth for your business.

FREE DOWNLOAD

grab it now →

binge the top 1.5% show

the podcast

connect + hear my spicy rants on

Instagram

join the mastery-mind

Signature Era™