Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Shawnna Weber is the host of Faces of Finance Podcast and the CEO of Edgewood Business Solutions, a business consulting, accounting, and bookkeeping firm that challenges the traditional transactional model of financial management. She founded this company in 2011  with the goal of developing a long-lasting consultative relationship with clients that allows them to decrease their expenses while driving profitability. 

Shawnna and her team have managed over $60 million in assets across their client base and negotiated and implemented strategy, saving companies over $1 million over the past six years.

Direct download: 2020-11-26_Interview_Shawnna_Weber_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Are you looking for an accountant who genuinely cares about you and the success of your business?

*HERE IS HOW I CAN HELP*
I help entrepreneurs with growing businesses develop and maintain the right financial systems and strategies that release them from the burden of handling the numbers side of their business while showing them how to maximize profit and minimize taxes. At a high level, my services include:
-Clean-Up - sometimes you don't always get off on the right foot when it comes to the financial side of your business. Here we help clean up any mess and set your systems up the right way going forward
-Stabilize - once things are cleaned up and functioning properly, we will serve as an attachment to your team, virtually handling the numbers side of your business and providing meaningful financials that help you, not confuse you
-Advise - once your business hits a certain size, you need more than just a team of accountants giving you the right numbers. You need an outsourced CFO to help you understand everything and give expert guidance.
-Tax Planning - while having a big fat profit is nice, most business owners (myself included) hate to share a rather large portion of that with Uncle Sam. We help you proactively create strategies that minimize your tax burden while helping reach your financial goals

*WHO I WORK WITH*
-Service-based businesses
-Specialty trade contractors

Want to get a better idea of who an ideal fit for us would be? Check out the "Who is a Client?" page on our website: https://www.meauxcpas.com/who-is-a-client

*SHOULD YOU SCHEDULE A CALL WITH ME?*
-Do you want to stop wasting time and emotional bandwidth worrying about the financial side of your business, so you can get back to being the Owner, CEO, Bossman/Bosslady you always dreamed of being in your business?
-Do you want someone in your corner who genuinely cares for you and your business and has got your back?

Let's chat! Schedule a free discovery session with me at the link below to learn more:
https://meauxcpas.as.me/schedule.php?appointmentType=category%3ADiscovery+Calls

Direct download: 2020-11-26_Interview_Brady_Meaux_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I love working with great people to pull off improbable outcomes with limited resources. 

Direct download: 2020-11-12_Interview_Yoseph_West_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I help right-brained business owners get at-a-glance financial clarity without spreadsheets using the Profit First cash management system.

If you don’t understand your finances, things can go very wrong. You might miss out on opportunities because you aren’t sure you can afford them, you might overpay or underpay your taxes, or you might just plain run out of money before you even notice a problem.

With our proprietary system, we educate and empower you to understand your bookkeeping reports and your business cash flow to guarantee profitability.

Go back to doing what you love in your business and kick back knowing you’ve handled the money stuff like the CEO that you are.

Whether you need a bookkeeper, have a bookkeeper, or ARE the bookkeeper - I can help.

WHAT MAKES ME UNIQUE:
Unlike many business consultants, I am not a corporate-world escapee. I know how small business works because I am a small business. Together, we will organize your systems so they make sense to YOU, not just your accountant. You will feel empowered by your new understanding of the way it all works, whether you choose to do the work yourself or outsource.

Once you have clean books, we then look at how to turn the numbers to actionable information. Even if you are terrified of numbers or have mountains of debt.

I believe in a collaborative approach. I believe in empowerment, proactive communication, and mutual respect to achieve your goals.

WHAT OTHERS ARE SAYING:
"I just did my Profit First allocations for the second month in a row! It is so cool to see the money building up in my tax, profit, operating expenses, and owner’s pay bank accounts. Doing the allocations month by month is much less intimidating to me now … I am really loving this!" – Linda Secondari, Creative Director & Principal of Studiolo Secondari

“Ean doesn't mess around with bookkeeping. Like her company name, she's fulla MOXIE. Which is nice, considering that bookkeepers are a dry, papery bunch. Not Ean. She tells it like it is, with humor and creativity.” - Matt Levy, Partner at Levy's Unique New York!

“Ean is well-versed in Quickbooks and bookkeeping practices. She is passionate about teaching entrepreneurs and small businesses. Her patience and willingness to share her time and experience have been priceless and I recommend her highly.”
- Patricia Warner, Executive Coach at Columbia University

READY TO GET STARTED?
Go to www.moxiebookkeeping.com to schedule a session to talk about your needs and goals.

LET'S CONNECT!
 

Direct download: 2020-11-05_Interview_Ean_Price_Murphy_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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