EPISODE · Dec 11, 2022 · 49 MIN
Tips to Developing & Maintaining Good Financial Habits in Your Business for 2023
from The Finance Cafe · host The Finance Cafe
In this episode Shauna will sit down with Amal Assad, Entrepreneur & Business Consultant, to discuss her top tips for helping entrepreneurs with their ongoing financial management including saving, taxes, subscriptions & more, backing up your financial/proprietary data, and budgeting as a business owner. Amal is a CPA with over 20 years of experience serving small business owners with their accounting, tax, and planning needs. During her 21-year tenure with a boutique accounting firm, Amal supported business owners and incorporated professionals through various aspects of the business cycle, from start-up to sale of their business. During this time, Amal developed a strength and passion for connecting with clients and supporting them with their unique needs. Her journey led her to establish her accounting firm serving small businesses and their owners. Recently, Amal obtained a Certificate in Advanced Financial Planning and is pursuing the financial planning certification through the FP Canada Institute, allowing her to address client needs using a more holistic approach. Outside of the office, Amal is a mom to 3 amazing kids, who inspire her daily to challenge herself, learn, and grow. Her business, Square One, bridges a gap in traditional accounting practices through a more personalized, collaborative, and holistic approach to overall economic well-being. As small business owners, the quality, accuracy, and, more importantly, understanding of financial information serves as a basis and a foundation for all of our decision-making. This foundation was the inspiration behind our name ~ Square One. Resources Connect with Amal LinkedIn: www.linkedin.com/in/amalassadcpa Website: www.squareonecpa.com Financial Review Tips for Your Small Business Resource: https://drive.google.com/file/d/1JnqZClLMHha-MkrWxnEwzNt8_2yPSXW4/view Further information on CEBA Loan: https://ceba-cuec.ca/ Sponsor For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub Connect with Us Website: thefinancecafe.ca/ Instagram: @thefinancecafeofficial LinkedIn: The Finance Cafe Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/
Embed this episode
NOW PLAYING
Tips to Developing & Maintaining Good Financial Habits in Your Business for 2023
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.