More Lessons I've Learned Bootstrapping A Bookkeeping Agency

Stay in touch and sign up for Paco’s weekly email newsletter, The Nerdletter. In this episode of Weird Finance, The Hell Yeah Group’s editorial associate, financial coach, and co-founder of Ladies Talking About Money, Cole Kalin, returns to the show to ask Paco more questions about her journey building her bookkeeping agency. Paco emphasizes the importance of liability protection and discusses their decision to incorporate as an S corp . She shares insights from his experience in wealth management, focusing on leveraging the tax code for maximum benefits. The conversation also explores ethical investing, the balance between practical and ethical financial decisions, and the process of starting and formalizing a business.

Join us for a conversation packed with practical tips and heartfelt advice on navigating the financial intricacies of the creative industry and don't forget to check outHell Yeah Bookkeeping and The Hell Yeah Group’s offerings.

The theme music was written and performed by Andrew Parker, Jenna Parker, and Paco de Leon.

If you’d like to contact us about the show or ask Paco a question about finances, email us at weirdfinancepod (at) gmail.com or submit your questions here. We’d also love your listener feedback about the show; here’s a short survey.