3 Essential Tools to Power Your Small Business with guest Serena Shoup

Entrepreneurship is a wild, exhilarating ride—one that often starts with passion, purpose, and a dream. But when it comes to money, many business owners find themselves feeling lost, overwhelmed, or downright intimidated. That’s where courage comes in. In my conversation with Serena Shoup, a corporate CPA turned entrepreneur and mentor for bookkeepers, we dug into the power of financial clarity and the simple yet essential tools that can help small business owners feel more in control of their money.

One of the biggest mistakes business owners make? Avoiding their numbers. Whether it's fear of what they'll find, a lack of understanding, or simply not knowing where to start, avoidance is what keeps so many entrepreneurs from thriving. But as Serena pointed out, having three core financial systems—one for tracking your money, one for organizing receipts and paperwork, and one for managing cash flow—can completely transform how you run your business. It’s not about making finances complicated; it’s about making them work for you so you can make informed decisions with confidence.

And let’s talk about mindset—because how we think about money directly impacts how we handle it. The truth is, most of us weren’t taught how to properly manage business finances. That doesn’t mean we’re incapable of learning. Taking charge of your financial systems isn’t just about compliance or taxes; it’s about empowerment, freedom, and building a sustainable future for yourself and your business. Small, consistent steps—like checking your accounts weekly, categorizing expenses properly, and making sure you’re setting aside money for taxes—can have a massive impact in the long run.

Make sure to learn more about Serena here: https://www.ofcoursebookkeeping.com/

Find Serena on Instagram here: https://www.instagram.com/ambitiousbookkeeper/

To work with Corree and maximize your business' potential, go to: https://crfinancialfoundations.com/ 

Also, follow me on Instagram https://www.instagram.com/correeroofenercoach/ for more inspiration and practical wisdom for your business and life. 

Finally, to learn more about my upcoming Costa Rica Retreat, go to: https://correeroofener.myflodesk.com/utnh75ndtn

Until next time, keep shining bright!

- Corree

To work with Corree and maximize your business' potential, go to: https://crfinancialfoundations.com/

Are you ready to walk with us for https://fosteringthesummit.org/? Join us as we change the statistics for children aging out of foster care.

Also, follow me on https://www.instagram.com/correeroofenercoach/ for more inspiration and practical wisdom for your business and life.

Finally, to learn more about my upcoming Costa Rica Retreat, go to: AwakeIn Retreat

Until next time, keep shining bright!

- Corree