EP04 - Most Creatives Are Asking the Wrong Financial Questions—Here’s What the Smart Ones Do Instead

🎙 Let’s Get Fiscal – EP04 - Most Creatives Are Asking the Wrong Financial Questions—Here’s What the Smart Ones Do InsteadHosted by Anastasia & Myiesha | Coterie Tax and AdvisoryRunning a creative business? Knowing the difference between a bookkeeper, CPA, tax preparer, and strategist can make or break your financial success.In this episode of Let’s Get Fiscal, Anastasia and Myiesha unpack the key financial roles that every creative business owner needs to understand. From handling day-to-day finances to long-term tax strategy, you’ll walk away with the clarity to hire smarter, communicate better, and scale with confidence. They also explore how artificial intelligence is beginning to reshape the finance world—what to watch for, and how to stay ahead.Whether you’re a freelancer, agency owner, or scaling creative brand—this episode will help you make better financial decisions that fuel your growth. 🕒 Episode Breakdown00:00 – Welcome to Let’s Get Fiscal02:35 – What exactly does an accountant do?03:22 – Bookkeepers: Your day-to-day financial superheroes04:25 – CPAs and their wide-ranging expertise06:34 – Enrolled Agents, CPAs & Tax Preparers: Who’s who?12:38 – Tax Strategists: A rising necessity for creatives14:33 – Why understanding roles can save you $$$15:45 – How to decide who to hire for your business16:18 – What should financial support actually cost?17:54 – Avoiding confusion: How to speak your accountant’s language20:55 – AI in Finance: Should you be worried or excited?22:58 – Time vs Expertise: What to outsource, what to own27:58 – Final thoughts: Building your financial dream team 🔗 Helpful Links & Resources📬 Got a question for the show?Submit it here: https://www.coterietax.com/qa🎧 Want to listen to more episodes?Catch the latest episodes at: https://www.coterietax.com/podcast📊 Need personalized help with your business finances?Learn more about working with Anastasia and Myiesha: https://www.coterietax.com