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September 1st, 2023

Igniting Business Growth: Strategies for Financial Success and Tax Savings with Kasey Green

  1. Igniting Business Growth: Strategies for Financial Success and Tax Savings with Kasey Green Candy Messer 30:37

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Discover the secret strategies that can ignite your business growth and save you thousands in taxes. Expert tax strategist Kasey Green reveals advanced techniques like the Augusta strategy and accountable plan that will leave you questioning why you haven't implemented them before. But be warned, once the episode ends, you'll be left wondering how to navigate the complex world of Finance and taxes all on your own.

The key moments in this episode are: 
00:00:00 – Strategic Alignment for Financial Success,  
00:03:38 – Key Tax Planning Strategies for Entrepreneurs,  
00:05:12 – Leveraging Tax Structuring,  
00:07:08 – Tax Savings Based on Business Size,  
00:10:54 – Understanding 401(k) and Self-Directed IRA,  
00:14:35 – Understanding the Financial Needs of Businesses,  
00:15:46 – Making Financial Information Understandable,  
00:16:58 – The Importance of Understanding Finances,  
00:18:55 – Common Financial Challenges and Hiring a Fractional CFO,  
00:20:40 – Strategic Planning and Goal Setting,  
00:27:43 – Free Tax Assessment and Cash Flow Strategy Session,  
00:28:30 – Importance of Financial Guidance for Entrepreneurs,  
00:28:47 – Call to Action,  
00:29:15 – Conclusion, 

Key Notes: 
 Illuminate the potential of strategic tax planning for entrepreneurs in the quest for maximized savings and minimized tax burdens.  
 Discover the power unlocked by aligning your entrepreneurial growth plans with potent tax-saving maneuvers.  
 Dig into the crucial function a fractional CFO could serve for comprehensive understanding and effective management of business finances.  
 Understand the formidable impact of marrying financial planning to the heart of your business for accelerated growth and prosperity.  
 
Links: 
https://figuredoutfinance.com/  
https://www.instagram.com/figuredoutfinance/  
https://www.linkedin.com/in/kaseyngreen/  
https://www.linkedin.com/in/figuredoutfinance/  
https://www.facebook.com/figuredoutfinance 

Bio: 
Kasey Green is a seasoned tax strategist and fractional CFO renowned for her ability to drive transformative results through strategic financial planning. With years of experience in tax strategy and accounting, Kasey has helped countless entrepreneurs optimize their financial performance and maximize their tax savings. Her expertise extends to areas such as tax structuring, deductions and credits, recordkeeping, and proactive tax planning. Through her guidance and insights, Kasey empowers business owners to take control of their finances, unlock hidden opportunities, and propel their growth to new heights.   

Support the show

Resources: https://affordablebookkeepingandpayroll.com/resource-opt-in

Become a supported of the show: https://www.buzzsprout.com/1522381/support

Candy Messer Profitability/Growth Advisor, Fractional COO

Candy Messer is a profitability advisor and Clockwork Fractional COO working with entrepreneurs to help them have successful businesses. Experienced in bookkeeping since 1998, Candy understands the stresses business owners face and offers customized services to meet their varying needs.

Her company energizes entrepreneurs by removing the burden of compliance tasks as well identifying issues preventing higher profitability. She also teaches business owners how to take a 4-week vacation and have the company run effectively without them. As a result of using her services, clients have peace of mind and the freedom to do what they love.

Candy is co-author of Business Success With Ease, Navigating Entrepreneurship, Maintain a Solid Mental Health, and Yes, God and is the host of the “Biz Help For You” podcast which can be found on YouTube, as well as multiple podcast channels.

Candy has been married since 1992 to her husband Garth and they have a son, daughter, son-in-law, and three grandsons. When not running her company, Candy enjoys reading, crocheting, baking sourdough bread, and spending time with friends and family.

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