Episode Details

Podcast Episode Title:

"Practical Financial Guidance w/ Miriam Davis"

Show Description and Highlights: 

In this episode of The Lyndsay Stafford Show, Lyndsay welcomes her longtime friend and expert guest, Miriam Davis, a seasoned CPA and fractional CFO, to share invaluable advice for business owners at every stage. Miriam demystifies the role of a fractional CFO, explains why small businesses can benefit from experienced financial guidance at a fraction of the cost, and provides step-by-step strategies to help entrepreneurs gain control over their finances—even if you feel “too messy” to start.

Highlights:

The critical difference between accounting and finance—and why future planning matters

Building your entrepreneurial “dream team”: CPA, bookkeeper, banker, insurance agent, and more

Practical first steps: the importance of separating business and personal finances

Facing financial overwhelm with confidence: why you’re not alone and it’s never too late to start

Why having Standard Operating Procedures (SOPs) and written processes boosts business value

Tips for interviewing and choosing the right CPA for your business needs

Daily and weekly habits to keep your business finances healthy and fraud-free

Inspirational advice for business owners to move past embarrassment and take the next step

Join Lyndsay and Miriam for a conversation packed with empathy, expertise, and actionable tips to help you organize your business finances, protect your future, and build a business that’s ready for growth—or for sale.

Follow Miriam:

https://www.linkedin.com/in/miriam-davis-0a809914/

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