In this empowering episode of Money First, CEO, I tackle one of the biggest growth blockers for business owners: trying to manage your finances completely on your own. From reconciling accounts and navigating tax season to wondering if you’re even profitable — it’s exhausting. And you don’t have to keep doing it alone.
I’m breaking down exactly why smart CEOs hire financial support, what kind of financial roles exist (bookkeeper, accountant, advisor, and Profit First professional), and how to tell when it’s time to bring in help. Plus, I’ll share how the right support team can change not just your business, but your peace of mind.
Key Topics Covered:
- The myth of the “DIY business owner” and why it holds you back
- The difference between a bookkeeper, accountant, financial advisor, and Profit First strategist
- Red flags it’s time to stop going it alone
- Emotional and strategic relief of financial support
- What a great financial partner actually does beyond tax returns
- How to choose the right financial partner (not just the cheapest)
- Why your financial team needs to grow with your business
- Weekly takeaway: You don’t have to do it all alone — here’s your next step
Takeaway This Week:
You don’t have to wear all the hats. Investing in financial support — even part-time — will unlock clarity, control, and long-term growth. Let go of the DIY mindset and give yourself the support your business truly deserves.
