Ep #161: 7 Ways to Ensure Your Business' Finances Are Set Up For Success in 2024 with Crystalynn Shelton

Send us Fan MailIn this episode, I had the pleasure of interviewing Krystalyn Shelton, a licensed CPA with her own consulting business. She specializes in coaching small business owners on managing their finances and teaching individuals without accounting or bookkeeping background to properly manage their books for tax season.  Crystalynn shared her inspiring journey from working in corporate to starting her own firm and conducting workshops and group trainings. She also outlined best practices for setting up business finances for success which include hiring a professional to set up books, separating business and personal accounts, automating transactions, minimizing cash expenditures, going paperless, regularly reviewing books and working with a tax planner. Finally, she provided resources where one can find credible tax professionals and offered downloadable resource guides for beginners to seasoned bookkeepers.00:02 Introduction and Guest Presentation01:07 Krystalyn's Journey to Starting Her Business03:59 Krystalyn's 'Hello' Moment05:17 7 Ways to Ensure Your Business Finances are Set Up for Success15:36 Finding a Good Tax Planner or Preparer18:20 Final Advice and Contact InformationGuest Promotion:  Assortment of freebies to get you starting on your Quick Books journey 👉🏽https://www.crystalynnshelton.com/podcastsWhere to fine Crystalynn:Website: https://www.crystalynnshelton.com/Facebook: https://www.facebook.com/crystalynn.shelton.5/Instagram: https://www.instagram.com/crystalynnshelton/Support the showFollow Me on Instagram: @csdorsey_helloListen on Apple Podcast | iHeart Radio