Level Up Your Business Finances - 5 Money Tips to Reach Your Goals

Want to set yourself up for financial success with your new business? Or maybe you want to start fresh in the new year and make real profit this year?
This video is for you! Let's get you on a firm financial footing as you setup or refocus on your business finances.

In this video, Hannah has 5 financial tips for you as a small business CFO. She has seen it all when it comes to mistakes that both new and seasoned business owners make, and here are some things you can do right from the beginning!

Mentioned in this video:
Quickbooks Online Discount and 30-day Free Trial: www.claracfo.com/QBO
Jamie Trull's P&L Template: www.claracfo.com/P<emplate

Chapters in this video:
0:00 Firm Financial Footing
1:15 Business Entity Mentality
3:19 Separate Business and Personal
4:38 Business Account Starter Pack
5:06 Credit Card Warning
6:25 Get a Financial System
8:38 P&L Template
10:45 QBO Selection tips
11:45 Value your TIME
14:11 Tax compliance
16:15 Estimated taxes

Check out Jamie Trull: https://www.youtube.com/@JamieTrull

To learn more about CFO services, go to: https://claracfo.com/cfo-services/

💲 Need an accounting system? We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for 12 months! https://claracfo.com/QBO

🙋‍♀‍Got Employees? Talk to ADP! They can help you if you are a small business owner or an accountant or advisor who works with small businesses. Learn more here: https://claracfo.com/adprun

💸Pay vendors any way they want and get paid faster! Accept credit cards without paying merchant fees! Melio is a fantastic payments solution for every small business! https://claracfo.com/melio

(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)

Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/

Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.

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Видео Level Up Your Business Finances - 5 Money Tips to Reach Your Goals канала Clara CFO Group