The House of CEO Podcast: Bookkeeper, Tax Preparer, Financial Planner or CFO? Understanding Who You Need and When with CFO Carla Titus

In this special episode, I’m sitting down with someone else in the finance space for the very first time! Joining me is Carla, an incredible CFO who helps business owners gain clarity and confidence in their finances. Together, we’re pulling back the curtain on what it means to have the right financial support in your business—and how to know exactly who you need and when.
Far too often, entrepreneurs confuse the roles of bookkeepers, tax preparers, CFOs, and financial planners. This misunderstanding can lead to missed opportunities and unmet expectations. In this episode, we’re here to clear the air and empower you to make informed decisions about your financial team.

What You’ll Learn:

• The key differences between bookkeepers, tax preparers, CFOs, and financial planners.
• Why clean bookkeeping is the foundation for all financial decisions.
• How to know when your business is ready for CFO services—and what to look for in a CFO.
• Why embracing community over competition is critical for building stronger businesses.

If you’ve ever wondered how to structure your financial team, make smarter business decisions, or take the next step in your growth journey, this episode is packed with actionable insights you won’t want to miss.
Tune in now and gain the clarity you’ve been looking for!

• Connect with Carla and learn more about her CFO services: www.wealthworthwithin.com
• Carla's Instagram @wealthandworthwithin
• For more information on their financial projections service, you can explore that here: www.wealthworthwithin.com/projections

Learn more about ETS’s bookkeeping, tax prep, and tax planning services: www.exceptionaltaxservices.com

Stay connected with me on social media:
Facebook: Exceptional Tax Services LLC
Instagram: @exceptionaltaxservices