I Don’t Do My Own Books as a CPA - Here’s Why
Jan 20, 2025
In this episode, I dive into why as a seasoned CPA and accountant, I have chosen not to handle my own bookkeeping. I share insights on the importance of outsourcing, drawing from my personal experience of working with the talented Misa Bacon. Listen in to understand why delegating bookkeeping tasks, even if you’re capable of doing them yourself, can lead to better business decisions, more efficient operations, and ultimately, greater success.
Discover the value of clear expectations, designing your financial reports for ongoing use, and the benefits of having a trusted professional manage your books. Whether you're a founder or a solo entrepreneur, this episode will help you rethink how you approach your financial management.
What You'll hear in this episode:
[00:15] Why I Don't Do My Own Books
[01:05] My bookkeeper, Misa Bacon
[02:00] The Importance of Accurate Bookkeeping
[03:35] Designing Your Financial Reports
[05:35] Outsourcing for Efficiency
If you like this episode, check out:
How to Make Spending Decisions
How You Know You Need a CFO
What to Look for in a Bookkeeper with Misa BaconWant to learn more so you can earn more?
Check out Perfectly Kept Books:
Website: https://perfectlykeptbooks.com/
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
