176 Behind the Scenes: What Business Owners Want from CPAs with Shelli Warren

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Many business owners struggle with their financials, especially early on in their businesses when they can lack a basic understanding of financials and can not have the budget to hire quality accounting support.

As accountants, listeners to this podcast understand that financials are incredibly important, but what they may have limited insight into is which numbers business owners really need and which they don't and how those numbers fit in context.

Here today to talk with me about this perspective from the business owner side is my guest Shelli Warren. Shelli is the team and leadership coach for BizChix, Inc. and the host of the Stacking Your Team podcast, where she provides insight and practical guidance on leadership, team building, and hiring practices. 

Shelli has more than 25 years of experience leading technical teams to deliver multimillion-dollar projects for billion-dollar brands at Proctor and Gamble. And now Shelli puts her expertise to work helping women entrepreneurs grow and scale their businesses. 

 

Highlights:

— ”Women business owners are looking for a guide who will help them to manage their money and to make qualified decisions.” 

— ”Women business owners are looking for someone who can ask the hard questions, and push them to be more in the mindset of forecasting for the future versus reacting.” 

— ”The team that got you here may not be the team that gets you there.”

— ”As you evolve and the business evolves, so does the team, and then so do the requirements that you need in order to always stay out front.” 

— ”Women business owners are very willing to pay for reports that are meaningful to them and are designed to help them understand things easier. ”

 

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Connect with Shelli and Natalie (BizChix):

Website: 

Biz Chix https://bizchix.com/category/podcast/bizchix/

Stacking Your Team podcast https://bizchix.com/category/podcast/team/

 

Instagram and LinkedIn:

Shelli on Instagram: https://www.instagram.com/stackingyourteampodcast/

Shelli on LinkedIn: https://www.linkedin.com/in/shelliwarren2/

Natalie on Instagram: https://instagram.com/bizchixpodcast/

Natalie on LinkedIn: https://www.linkedin.com/in/natalieeckdahl/

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom