Episode Details

Most business owners wait way too long to get financial support, not because they don’t need it, but because they think their books are too messy, too far behind, or too embarrassing to hand over to a professional. In this episode, Tap the Potential’s Lead Strategist, Melissa Kay, talks with Tammy Little about precisely what you should look for in an accounting firm, and why you’re more ready for help than you think! We cover the difference between a bookkeeper, accountant, controller, and CFO (and who you actually need; the essential systems and processes to make your finances easier, more efficient, and more organized; why waiting until the end of the year to prepare for taxes is the fastest way to lose money and add stress; and how the proper accounting support creates clarity, confidence, and real profit. If you want to stop feeling behind, stop guessing, and finally get your financial house in order, this episode is your roadmap to a better future. Join us!

Tammy Little is the owner of FTC Group and Summit Accounting Partners, a full-service accounting firm for small, medium, and large businesses. All of their services are virtual, making their top-notch services accessible to companies nationwide.

Profit by Design is a Tap the Potential production.

Show Highlights:

1. Understand the terminology: CFO, accountant, bookkeeper, controller, etc. (“What do I really need?”)
2. Common reasons that business owners don’t have financial support
3. The process when Tammy’s firm comes in to help clean up the financial mess
4. You will feel safe and relieved when a qualified financial professional takes the reins!
5. Think you can’t afford an accountant? You can’t afford NOT to have one!
6. Tammy’s philosophy of systems and operations is to know each client and their business as a true partner
7. Considerations in looking for an accountant: your comfort level, their range of offerings/services, communication, and the level of trust you have with them
8. Signs that you need accounting help NOW!
9. Tammy’s one thing she gives to every client: peace of mind

Resources:

Connect with Tammy Little: Summit Website, My Ghost Crew Website, Facebook, and LinkedIn.

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