Level Up Your Business Finances - 5 Money Tips to Reach Your Goals

Want to set yourself up for financial success with your new business? Or maybe you want to start fresh in the new year and make real profit this year? This video is for you! Let's get you on a firm financial footing as you setup or refocus on your business finances. In this video, Hannah has 5 financial tips for you as a small business CFO. She has seen it all when it comes to mistakes that both new and seasoned business owners make, and here are some things you can do right from the beginning! Mentioned in this video: Quickbooks Online Discount and 30-day Free Trial: www.claracfo.com/QBO Jamie Trull's P&L Template: www.claracfo.com/P&LTemplate Chapters in this video: 0:00 Firm Financial Footing 1:15 Business Entity Mentality 3:19 Separate Business and Personal 4:38 Business Account Starter Pack 5:06 Credit Card Warning 6:25 Get a Financial System 8:38 P&L Template 10:45 QBO Selection tips 11:45 Value your TIME 14:11 Tax compliance 16:15 Estimated taxes Check out Jamie Trull: https://www.youtube.com/@JamieTrull To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/services Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience. CODE: MB01HXR6HMEASZL