Episode 277: Year-End Financial Planning Tips with LoriAnn KuntzNov 29, 2022
Let’s welcome LoriAnn Kuntz to the podcast today! She’s a bookkeeper and CFO for service-based female entrepreneurs. She started working at a CPA firm but noticed a disconnect between “regular” CPAs and business owners. Instead of seeing her clients just once per year, she wanted to meet regularly to teach business owners what their numbers are telling them.
Make sure you have a pen and paper ready, because in today’s episode LoriAnn gives us some actionable tips to keep your finances and bookkeeping simple. She shares when it might be time to outsource your finances, the importance of a budget and how to use the numbers to make your business decisions. As Holly likes to say, “Facts not feelings.” LoriAnn’s tips are simple and efficient… just what an entrepreneur needs to stay organized and on track! Check out all LoriAnn has to offer at www.loriannkuntz.com.
In this episode we cover:
- How LoriAnn got started
- LoriAnn’s tips to simplify your finances and bookkeeping
- How do you know when it’s the right time to outsource a bookkeeper?
- How to use numbers to help you make decisions in your business
- The importance of a budget
- Why it’s important to pay yourself
- CFO tips for year-end
LoriAnn is a mom of two, a farmer’s wife and a virtual bookkeeper and CFO for the creative entrepreneur. While striving to bridge the gap between traditional accountants and business owners, she makes finances simple and easy to understand. Whether you are just starting out, or have been in business for years, LoriAnn’s mission is to help you feel peace and confidence about your finances.
CONNECT WITH LORIANN:
CONNECT WITH HOLLY: