Financial Advisor vs. Accountant vs. Money Coach: Who Does What (and Who You Actually Need)
About this episode
Jillian Todd explains the differences between financial advisors, accountants, and money coaches to help business owners understand who they need.
🎙️ The Money Confident Podcast with Jillian Todd Episode 06: Financial Advisor vs. Accountant vs. Money Coach: Who Does What (and Who You Actually Need) There are a lot of money pros out there — and just as many buzzwords. Whether someone’s throwing around “CPA,” “tax advisor,” or “bookkeeper,” it can be hard to know who does what, who you need in your corner, and what questions to ask when hiring help. In this episode, Jillian breaks down the different financial roles creative business owners might work with — and how to know which one is right for your stage of business. In this episode, Jillian walks you through: What financial advisors actually do, and why it’s okay if you don’t need one yet How accountants, bookkeepers, and CPAs differ (and overlap) Why it’s essential to ask exactly what a CPA will and won’t do What tax accountants vs. tax advisors do and how to avoid year-end tax surprises What a money coach (like Jillian!) helps with — and why she’s not categorizing your transactions or managing your investments 😉 You’ll leave this episode with a clear understanding of each financial role, plus how to confidently advocate for yourself when hiring someone to support you…
More episodes of Money Confident Podcast with Jillian Todd
- Real Breadwinner Success Stories: Retirement, Cash Flow & Big Life Goals
- Financial Planning for Artists
- Stop Saying You Hate Taxes — Here’s What to Do Instead
- S-Corp vs. LLC — Should You Switch to Save on Taxes?
- The Magic of Get Sh*t Done Calls
- Maybe You Should Save Less (Yep, Really)
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