Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
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Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
Don’t Hire a CFO (Yet): What Your Business Actually Needs to Be Profitable
Unfiltered Profit
20 minutes
3 months ago
Don’t Hire a CFO (Yet): What Your Business Actually Needs to Be Profitable
Are You Hiring a CFO Too Soon? Thinking a CFO will fix your money problems? Here’s the truth: most businesses don't need a CFO—they need clarity, not complexity. In this episode, Caitlynn and Seanna pull back the curtain on the “fractional CFO” trend that’s flooding the online space. Spoiler: A title doesn’t mean someone is qualified—or what your business actually needs. Too many entrepreneurs jump into hiring a CFO when what they really need is better bookkeeping, strategic financial supp...
Unfiltered Profit
Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
