In this episode, Vivian Kvam chats with Becky Edwards, a CFO mindset coach, about something that every business needs but so many avoid talking about—money. Becky takes us through her journey from a corporate career to launching her own business, sharing insights on building confidence with finances and why it’s so crucial for entrepreneurs to take control of their numbers.
Vivian and Becky dive into the challenges of keeping up with bookkeeping, cash flow, and the power of setting clear expectations in business. Becky also highlights the importance of having a supportive community and understanding what financial tasks you can manage in-house. If you’re interested in leveling up your financial game, Becky also shares details on her one-on-one coaching and self-paced courses designed to help business owners get confident with their finances. Tune in for tips on creating a financial plan that aligns with your business goals and empowers you to truly own your business journey!
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Unpacking this episode min by min:
02:33 The Importance of Community in Business
05:20 Transitioning to CFO Mindset Coaching
14:44 Challenges in Transitioning to Self-Employment
25:26 Understanding the CFO Mindset
39:13 What to Keep in-House: Bookkeeping Insights
49:28 The Role of CPAs in Business
54:49 Communication and Expectations in Business Relationships
59:50 The Importance of Regular Bookkeeping
01:06:52 Understanding Cash Flow and Its Impact
01:12:35 Mindset Shifts for Business Success
01:16:39 Engaging with Becky: Services and Offerings
01:24:39 The Accidental Business Owner's Journey
01:30:48 Personal Growth Through Business Ownership
Related Episodes:
#16- Feel Good Money Mindset - A Chat with Megan Hale on Taking Control of Your Business & Life
#17 This is not sexy, but it's your key to success
Vivian Kvam:
- LinkedIn - https://www.linkedin.com/in/viviankvam/
- Email Vivian - vkvam@thetandemworks.com
Becky Edwards:
- Facebook - https://www.facebook.com/groups/thecfomindset
- Website - https://www.becky-edwards.com
- E-Book - https://www.becky-edwards.com/shop/p/moneyinmotion
Tandem Works Team:
- Facebook - https://www.facebook.com/TandemWorksTeam
- Instagram - https://www.instagram.com/thetandemworks/
- Email the team: RidingTandem@thetandemworks.com
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Riding Tandem with Vivian Kvam
A podcast from Tandem Works
Email the team: RidingTandem@thetandemworks.com
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