You Hired the Right Person for the Wrong Question
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Bookkeeper, accountant, fractional CFO, business coach, financial advisor. They all say they'll help with your numbers, so you hire whoever's in front of you and hope it was the right call.
I got turned around on this myself while shopping for a coach, and I run a bookkeeping firm. So here's who actually does what, where they overlap, and how to tell which one you need right now. Plus why I still haven't hired a coach, and why that's on purpose.
- The one question each role is built to answer
- Why your bookkeeper's advice covers more than you think, and where a CFO takes over
- "Do you do taxes?" No, and why you're still in the right place
- Coaching is unregulated, so how to vet a coach yourself
- The difference between strategic delay and procrastination
Mentioned: Piers Steel (University of Calgary) on procrastination · research on what makes coaching work · the International Coaching Federation
Want more tips on balancing business and life? Follow me on Instagram for insights on bookkeeping, business, and everything in between! @_stephblain_
Interested in a bookkeeper? Book a free consultation at starlightbookkeeping.com