5 Tips: Preparing for the Year End Meeting With Your Accountant

The Finance Cafe

In this episode Shauna sits down with Ashli Phippen, a Chartered Professional Accountant, Co-founder of Grow CPA, and mother of two, to discuss why it’s so important to be prepared for that year-end meeting with your accountant and what you can do to be prepared with her 5 key tips, to make the most out of the meeting. From understanding your financial information to setting realistic goals, these tips will help you approach your year-end meeting with confidence and clarity. So whether you're a seasoned entrepreneur or just starting out, tune in to this episode and get ready to take your business to the next level.

Grow CPA was founded with a BIG mission: to empower Canadian business owners with the financial knowledge and expertise they need to understand their numbers and make better business decisions.

Having spent many years in traditional accounting roles, founders and CPA's Ashli and Martina, noticed that business owners needed more than just their annual filings, they needed guidance, education and coaching.

They’re on a mission to give Canadian business owners the financial knowledge and tools they need to build a wildly successful business and lasting financial legacy.

Resources

Episode Blog: https://thefinancecafe.ca/5-tips-for-preparing-for-the-year-end-meeting-with-your-accountant/

Connect with Ashli

Website: www.growcpa.ca

LinkedIn: www.linkedin.com/company/growcpa

Instagram: www.instagram.com/growcpa/

Facebook: www.facebook.com/growcpa

Sponsor

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub

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Website: thefinancecafe.ca/

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