Tag: Bookkeeping
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The Girl Who Didn’t Plan This
(And Why She’s Grateful)I didn’t plan any of this. My path into financial services wasn’t strategic. It wasn’t the result of a four-year degree or a carefully mapped career plan. A financial advisor took a chance on me early in my career, I got licensed in 2000, and I jumped in with both feet. What followed was 25 years in wealth management, complex compliance frameworks, multi-million-dollar technology implementations, building…
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The Three People Who Care About Your Books
(And What Each One Needs)You get your monthly profit and loss statement from your bookkeeper, scan down to the bottom line, and see that you’re profitable. Books are closed, everything’s reconciled, and your CPA will handle things when tax season rolls around. All good, right? Except you find yourself guessing when you try to figure out if you can…