Episode 19: Small Business Finance: Expert Advice from a CPA

In this episode, Kerri Roberts, 20+ year HR Pro, is joined by Rebecca Knipp, Founder + CEO of Optimized CFO + Controller Services. They tackle the topics of business financials, the difference between budgeting or business planning, what small business owners need to know when it comes to their money, and much more.

Tune in to hear:

  • Common financial pitfalls for small businesses and how to avoid them
  • Effective cash flow management tactics
  • Risks of relying too heavily on external funding or debt financing

Resources mentioned:

Wanting to connect with Rebecca and her team at Optimized CFO + Controller Services? Visit https://www.optimizedcfo.com/ and be sure and tell them Kerri sent you.

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Gearing up for employee performance reviews? Grab our free five-point rating scale: https://www.saltandlightadvisors.com/five-point-rating-scale 

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