The 4 Financial Roles Every Small Business Owner Needs

About this episode

Mike discusses the four essential financial roles that every small business owner should understand.

Your CPA isn’t saving you money… And it’s probably not their fault. Many business owners expect their CPA to handle everything: bookkeeping, tax filing, tax strategy, and financial guidance. In this episode, Mike breaks down the four financial roles every business owner needs to understand: bookkeeper, tax preparer, tax strategist, and CFO or advisor. He explains what each role does, what they do not do, and how building the right financial team can help you stay compliant, make b...

People in this episode

Host: Mike Jesowshek

Topics covered

• financial roles
• small business
• CPA
• tax strategy
• financial team

Keywords

• bookkeeper
• tax preparer
• tax strategist
• CFO
• financial guidance

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