Episode 19: Small Business Finance: Expert Advice from a CPA

Episode Description

In this episode, Kerri Roberts, 20+ year HR Pro, is joined by Rebecca Knipp, Founder + CEO of Optimized CFO + Controller Services. They tackle the topics of business financials, the difference between budgeting or business planning, what small business owners need to know when it comes to their money, and much more.

Tune in to hear:

  • Common financial pitfalls for small businesses and how to avoid them

  • Effective cash flow management tactics

  • Risks of relying too heavily on external funding or debt financing

Resources mentioned:

Wanting to connect with Rebecca and her team at Optimized CFO + Controller Services? Visit https://www.optimizedcfo.com/ and be sure and tell them Kerri sent you.

Looking for a new daily vitamin? Get GEM: go to dailygem.co and use code GEM-A-KERRIROBERTS for money off your first order.

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Episode 19: Small Business Finance: Expert Advice from a CPA
Kerri Roberts

Avoiding debt traps and managing cash flow aren't one-time lessons — the Monday newsletter keeps the financial wisdom coming so you stay ahead: saltandlight.myflodesk.com/saltandlightadvisors

 

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Episode 20: How to Boost Employee Morale: Practical Strategies for Supervisors & Leaders

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Episode 18: The Cost of Ineffective Leadership