🎙️ The Money Confident Podcast with Jillian Todd Episode 06:
Financial Advisor vs. Accountant vs. Money Coach: Who Does What (and Who You Actually Need)
There are a lot of money pros out there — and just as many buzzwords. Whether someone’s throwing around “CPA,” “tax advisor,” or “bookkeeper,” it can be hard to know who does what, who you need in your corner, and what questions to ask when hiring help.
In this episode, Jillian breaks down the different financial roles creative business owners might work with — and how to know which one is right for your stage of business.
In this episode, Jillian walks you through:
What financial advisors actually do, and why it’s okay if you don’t need one yet
How accountants, bookkeepers, and CPAs differ (and overlap)
Why it’s essential to ask exactly what a CPA will and won’t do
What tax accountants vs. tax advisors do and how to avoid year-end tax surprises
What a money coach (like Jillian!) helps with — and why she’s not categorizing your transactions or managing your investments 😉
You’ll leave this episode with a clear understanding of each financial role, plus how to confidently advocate for yourself when hiring someone to support you and your business.
💡 Favorite reminder from this episode:
“Not all CPAs do the same thing. Ask questions. Get clear on what they actually do — and don’t do.”
Think you might need a money coach? Jillian helps creative small business owners understand their numbers, feel confident with cash flow, and build a simple, sustainable system for managing money. Learn more at www.jilliantoddcoaching.com
💛 Loved this episode? Send Jillian a DM @_jilliantodd and let her know which role you now finally understand — or share this episode with your biz bestie who’s not sure if they need a bookkeeper or a tax accountant.
