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Cash & Sass™
Are you a female entrepreneur, creator, or business owner who is tired of the traditional, hush-hush attitude around money?
If you're craving real talk about building wealth, fixing profit leaks, and achieving financial clarity without the burnout, the Cash and Sass™ podcast was created for you.
I'm Lisa Marie (aka the "Sassy Wealth Queen"), a Fractional CFO, wealth mentor, and founder of Transcendent Wealth Co. I'm not just a podcast host—I'm a fellow entrepreneur who took my own business from surviving on food stamps to scaling to six figures and beyond. Now, I'm on a mission to help you master the art of making, managing, and multiplying your money.
Each week, we dive into the money conversations you’ve been searching for. On Tuesdays, I go solo to deliver actionable financial strategies. On Thursdays, I’m joined by a squad of powerhouse guests who fearlessly share their stories and expertise on everything from money mindset to cash flow management. No topic is off-limits.
This is your judgment-free zone to finally build a powerful and profitable relationship with your money. If you're ready to break free from the money taboo and have the candid cash-versations™ that lead to real results, buckle up. It’s time to revolutionize your wealth. Let the sassiness begin!
Cash & Sass™
Don’t Let Your Finances Be a Hot Mess: Tax Tips for Entrepreneurs!
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In this episode of "Cash and Sass," host Lisa Marie Robinson, the "sassy wealth queen" and founder of Transcendent Wealth Company, chats with Morgan Anderson, founder of Golden Lion Tech Solutions and author of "Tax Debt Rule Number One: There's Always a Solution." With over 25 years of tax resolution experience, Morgan shares insights on financial strategies, the importance of understanding financial documents, and maintaining clear financial records. They discuss avoiding common financial pitfalls, the necessity of separating personal and business finances, and the value of professional financial guidance. The episode emphasizes proactive financial management for business success.
- Importance of understanding financial documents (e.g., profit and loss statements, balance sheets)
- Role of financial professionals (bookkeepers, CPAs, fractional CFOs) in business success
- Common pitfalls in financial decision-making for new business owners
- Necessity of separating personal and business finances
- Regular cash flow management and its impact on business decisions
- Learning from past financial mistakes and making informed decisions
- Practical strategies for organizing financial records, especially for service providers
- Importance of proper documentation for business expenses and tax compliance
- Handling IRS audits and changing perceptions about the IRS
Morgan Q. Anderson, EA, is the CEO and Founder of Golden Lion Tax Solutions and the author of "Tax Debt Rule #1: There's ALWAYS a Solution!"
http://www.goldenliontaxsolutions.com
https://www.linkedin.com/in/morgan-anderson-ea/
https://www.facebook.com/GoldenLionTaxSolutions
If you have a tax account concern, before doing anything else, watch this free 10-minute, fact-filled webinar that will provide guidance and much-needed clarity for you:
https://corn-chimpanzee.webinarninja.com/automated-webinars/22667/register
Attend Morgan’s amazing summit:
We’re excited to announce our upcoming Essential Business Insight Summit, happening soon. This summit is specifically designed for business owners, entrepreneurs, and professionals looking for practical, immediately actionable strategies. In less than two hours, attendees will walk away with over 40 tips they can implement right away—covering topics like financial positioning, marketing, client relationships, taxes, and more. Our goal is to provide real value that sparks growth from day one. You can check out all the details and register here and for listeners, you can get 10% off with the code SUMMIT10.
https://bit.ly/essentialbusinessinsightsummit
Follow Lisa Marie on your favorite social platform:
Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com