277 - Year-End Financial Planning Tips with LoriAnn Kuntz

Let’s welcome LoriAnn Kuntz to the podcast today! She’s a bookkeeper and CFO for service-based female entrepreneurs. She started working at a CPA firm but noticed a disconnect between “regular” CPAs and business owners. Instead of seeing her clients just once per year, she wanted to meet regularly to teach business owners what their numbers are telling them.Make sure you have a pen and paper ready, because in today’s episode LoriAnn gives us some actionable tips to keep your finances and book...