Clara CFO Group

Are you paying more in taxes than necessary? Join me as I sit down with Jackie Meyer, founder of TaxPlanIQ and a leading expert in tax planning strategies, on the Financial Clarity podcast! 💡 In this episode, discover: ✅ The difference between tax preparation and tax planning ✅ Key questions to ask when hiring a CPA ✅ How proactive tax strategies can save you money ✅ The ROI Method of Value Pricing ✅ Tips for managing small business finances effectively Jackie shares actionable insights for business owners to minimize liabilities, enhance financial planning, and make informed decisions about their financial health. 💼✨ 🌟 Ready to keep more of your hard-earned money? https://lnkd.in/gvvWxRTn #FinancialClarity #TaxPlanning #SmallBusinessOwners #ManagingSmallBusinessFinances #BusinessFinancials #FinancialHealth #ChiefFinancialOfficer #FinancialAnalysis

🚨 BOI Reporting Update 🚨 FinCEN is accepting voluntary BOI Report submissions, but there's no penalty for not filing while the nationwide injunction is in place. Curious about what this means for your business? We break it all down in the latest video! #BOIReporting #SmallBusiness https://lnkd.in/gPi-sfzH

🚀 How CFOs Transform EOS Leadership How can a CFO elevate your EOS process and drive smarter business decisions? 🎙️ In this episode of Financial Clarity, our very own Laura Shiel, CPA, CFA, COO here at Clara CFO Group, joins us again to talk about the critical role fractional CFOs play in integrating finance with strategy. 💡 What you’ll learn: ✅ Why CFOs are essential in EOS leadership ✅ The unique value of financial insight in Level 10 meetings ✅ When to bring in a fractional CFO for maximum impact ✅ How future financial planning shapes long-term goals Laura shares actionable insights and strategies that any growing business can use to merge financial expertise with vision and operations. Don’t miss this conversation! #FinancialClarity #EOSLeadership #FractionalCFO #BusinessGrowth #SmallBusinessFinance https://lnkd.in/gukaegQG

You asked, and we answered! 💬 Have questions about BOI reporting under the Corporate Transparency Act? 🧐We are here with clear answers to help you navigate this new filing requirement. In this video, we break down: ✅ Who needs to file ✅ What counts as beneficial ownership ✅ How to handle tricky corporate structures ✅ What to do if you’ve made a mistake Get the clarity you need before the January 1, 2025 deadline. https://lnkd.in/gYu73Q7P #BOIReporting #BOIDeadline #BeneficialOwnershipInformation #CorporateTransparencyAct

This Thanksgiving, we’re grateful for the incredible small business owners who inspire us every day. 💼✨ At Clara CFO Group, we understand that financial clarity and strategy empower you to achieve your dreams—and we’re honored to help you along the way. Thank you for trusting us with your goals and allowing us to be part of your journey. 🍁Here's to a season of gratitude, growth, and great partnerships! Happy Thanksgiving from all of us at Clara CFO Group! 🦃🍂 #Thanksgiving #Gratitude #SmallBusinessSupport #FinancialClarity

Thinking about switching payroll providers but unsure of the process? 🤔 Our latest video breaks down what to expect, the key steps to take, and how to make the transition as smooth as possible. Whether you’re a small business owner or managing a growing team, this guide will help you navigate the change with confidence. https://lnkd.in/gNKZaZwP #PayrollSolutions #SmallBusinessTips #PayrollTransition #HRandPayroll #BusinessGrowth

💼 Scaling Your Small Business with EOS 💼 This week on the Financial Clarity Podcast, Laura Shiel, CPA, CFA, and COO here at Clara CFO Group, dives into the transformative power of the Entrepreneurial Operating System (EOS) for small businesses. 🚀 Laura shares how EOS helped us align our team, create accountability, and achieve sustainable growth. Learn about: 🔑 Defining visionary and integrator roles 📊 Tracking key metrics with a scorecard 📅 Running effective weekly and quarterly meetings 📚 Why Traction is the ultimate EOS manual If you’re a small business owner looking for clarity and structure to drive your growth, this episode is packed with actionable insights. 🎧 https://lnkd.in/g3cANiVg #FinancialManagement #SmallBusinessOwners #BusinessGrowth #EOS #EntrepreneurialOperatingSystem #FinancialClarityPodcast #ScalingSmallBusinesses #Accountability #LongTermPlanning #FinancialHealth

If your EIDL loan balance is higher than what you originally borrowed—even after making payments—you’re not alone. In this video, I break down the surprising math behind compounding interest on EIDL loans, including why your payments may not feel like they’re making a dent. https://lnkd.in/gPRj_w7g

💼 Looking to pay down your business debt more efficiently? In this video, we share practical ways to boost cash flow and reduce expenses so you can dedicate more to debt repayment. From managing expenses to finding new revenue opportunities and using cash flow forecasting, we cover strategies to help you tackle debt thoughtfully and free up profits. 👉 Watch now for tips on moving your business forward with confidence. https://lnkd.in/guFWP8MY #BusinessDebt #CashFlow #DebtManagement #EntrepreneurTips

🚀 Ready to bring clarity and structure to your business? In this episode of the Financial Clarity podcast, Zac Cramer, Certified EOS Implementer at EOS Worldwide, shares how the Entrepreneurial Operating System (EOS) can transform your business. Zac, known for their vibrant personality and problem-solving skills, dives deep into the key components of EOS—helping businesses create a healthy organizational culture, align teams, and empower leaders. Learn how to implement tools like accountability charts, scorecards, and core values to gain control and reduce stress in your business. 📊 If you're looking to streamline operations and build a cohesive team, this episode is for you! 🎧 Listen now on Apple Podcasts, Spotify, and more! https://lnkd.in/gmPNhmJZ