Personalizing Financial Advice for Your Business & Why Decisions Are More Than a “Yes” & “No” [episode 34]

Personalizing Financial Advice
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Why do accountants and tax preparers always say, “It depends”? This episode of Profitable Women uncovers the truth behind this phrase and its significance in the world of personalizing financial advice. We’ll discuss how individual business goals, values, legal and tax structures, and personal money beliefs shape financial decisions. You’ll learn why understanding each client’s unique situation and mindset is crucial for providing tailored guidance. This episode is packed with valuable insights to help you embrace the financial aspects of your business and achieve long-term success.

In this episode, Personalizing Financial Advice for Your Business & Why Decisions Are More Than a “Yes” & “No,” I cover:

  • Why the phrase “it depends” holds significant truth, especially when it comes to financial advice tailored to individual needs
  • How individual business goals, values, legal and tax structures, and personal money beliefs are crucial in shaping your financial decisions
  • The importance of understanding each client’s unique situation and mindset to provide personalized financial advice
  • An encouragement for female business owners to stay curious about their finances and assuring them that with the right support, achieving financial clarity is within reach

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If you find yourself avoiding conversations about money, are burnt out from working all the time and wondering where your cash goes, and are tired of not paying yourself consistently, you are in the right place. 

Profitable Women is for those who don’t want to choose between their career and motherhood. It is to educate you on the financial side of running a profitable and sustainable business. It is a safe place where you are seen and heard in your fears as a business owner. It is where we talk about the money stories that are showing up in your everyday business decisions. It is where we allow ourselves to get curious about the numbers and welcome financial abundance in our lives.  We will talk mindset, financial strategy, and numbers all with the goal of aligning our business to our life. If you believe in what you do and want to make it sustainable while building wealth, Profitable Women is the podcast for you! 

Your host, Sheila Hansen, is a CPA, coach, and business mentor who supports female business owners to make confident financial decisions. In addition to solo episodes, we will hear from other expert female guests who are out there supporting women with the work they do.

As profitable women, we are in this together!

Find more resources at hansenllc.net, and be sure to follow Sheila on IG @Sheila.Hansen.CPA.

[Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forms do not constitute individual tax or accounting advice. This content is designed to provide education and awareness of financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Sheila or Sheila Hansen, LLC]

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