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In this month’s Playful Embers podcast, I am joined by LoriAnn Kuntz, the owner and CEO of Profit Priority, a boutique accounting and fractional CFO firm. LoriAnn has over eight years of experience in accounting and small business finance and helps creatives manage their finances and grow their profits with peace of mind.

LoriAnn and I discuss the common resistance and fear that many clients have when it comes to bookkeeping and finances. We are emphasizing the importance of understanding why finances are important and the need to break down any negative beliefs or misconceptions about money. We are also highlighting the lack of financial education in schools and the impact of upbringing on one’s financial mindset.

During our conversation, we discuss the role of a bookkeeper in providing clarity and support when managing finances. LoriAnn explains that bookkeeping goes beyond just looking at taxes and expenses. It involves understanding the full picture of the business, including cash flow, profit margins, pricing, and personal finances. She shares examples of how she helps clients uncover hidden financial issues and make informed decisions to improve their businesses.

We also dive into the importance of setting goals and projections for the coming year, emphasizing the need to align personal and business goals and create a plan to achieve them. LoriAnn explains her process of understanding clients’ goals, analyzing their finances, and creating projections based on income, expenses, and growth opportunities. She emphasizes the importance of realistic projections and the need to adapt and adjust as necessary.

LoriAnn encourages listeners to reach out for help and guidance with their finances, regardless of their level of knowledge or experience. If you struggle with looking at your bookkeeping, this is a conversation you won’t want to miss! 

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