Monday May 13, 2024
E107: The Future of Money with David Hartley
Do you know how money comes in and out of your business? Do you know how to manage your money properly? Do you have a team or firm that is an expert in your field of practice? If the answer to any of these is no, try something different. On this weeks episode Jason is joined by the managing partner of Anders CPAs + Advisors, who is also the lead of the advisory practice department, David Hartley. David has 30 years of experience with growing a businesses technology, innovation, and financial mastery. He also has his own podcast, But Who's Counting. Together Jason and David discuss how David has pivoted from a CPA to a technology person, back to a CPA and how that has given him more insight to help businesses. As well as, how the future of CPA's in changing, becoming more efficient, being disciplined and adaptive, and how to maximize profitability to stay a vibrant competitor in the market. Some key takeaways are:
- Have good data, understand what your data is and where it resides
- Be willing to accept change and experiment
- Have a person or firm that will ask difficult questions on your team
- Harness a collection of knowledge within your network
- Make good, quality, fast decisions
Show Links/ Social Links
- LinkedIn: Jason Ballard - https://www.linkedin.com/in/jason-ballard-795a0587/
- LinkedIn: Soar Higher - https://www.linkedin.com/company/soar-higher-business-solutions/
- Soar Higher Facebook - https://www.facebook.com/soarhigherjasonballard
- Soar Higher Youtube - https://www.youtube.com/channel/UCazXTUWfddwR9blL-3KUG_A
- Website: www.soarhighercoaching.com
Guest Links:
- Linkedin: https://www.linkedin.com/in/davehartley
- Linkedin: https://www.linkedin.com/company/anders-cpas-advisors
- Website: https://anderscpa.com/
- Podcast: "But Who's Counting"