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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™
Which Financial Pro Do You Really Need? Decoding Your Money Dream Team
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Ever feel like you're swimming in a sea of financial pros and still have no idea who to hire for what? Bookkeeper. CPA. Financial Advisor. Tax Pro. Wealth Coach. Fractional CFO. It’s a whole financial alphabet soup.
In this solo Summer of Sass episode, I’m walking you through each of the key money players in your business and helping you figure out exactly who belongs on your financial dream team. If you're growing a business and want clarity on what each expert really does, you need to hear this.
I’ll also show you how I combine mindset, strategy, and money management as both a Wealth Coach and a Fractional CFO. Because you deserve support that’s both smart and sassy.
If you’ve been trying to do it all yourself, this episode will help you stop the confusion and start making confident money moves.
What you'll learn
- What your bookkeeper actually does and what they don’t do
- Why your CPA is not your CFO and why that matters
- The real difference between a financial advisor and a financial planner
- What a tax advisor can do for you all year round
- How a wealth coach supports your mindset and financial habits
- What a fractional CFO really brings to your business
- How combining money strategy and mindset creates bigger results
- What to expect when investing in professional financial support
Tired of spinning your wheels and ready for real clarity on your money? Let’s talk.
I’m inviting you to a complimentary CEO Money Power Hour- this isn’t another stuffy, no-pressure sales call. This is a no-BS, roll-up-your-sleeves strategy session designed to give you immediate insight into your business finances.
In our hour together, we will:
- Get crystal clear on where your business is right now—the good, the bad, and the ugly.
- Pinpoint the exact money challenges and profit leaks that are secretly holding you back from your next level.
- Define what you really need in a strategic partner to finally achieve the financial freedom you’re working so hard for.
- Explore if my Fractional CFO services are the key to unlocking your vision for unapologetic wealth.
Book Your CEO Money Power Hour Call HERE
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Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com