Happy Healthy and Rich
How to Know When It’s Time to Hire a CPA with Crystalynn Shelton
July 3, 2023
When growing a business, the almighty dollar is top of mind, and as you generate more, questions start to arise. What can be deducted for tax purposes? How can cash flow be managed better to ensure all business obligations are met on time? Where is all the money in sales going? These are just a few Crystalynn hears from her clients daily. She discusses why starting a small business should always include hiring an accountant. She also gives real talk about the success rate of businesses who partner with a CPA, processes and systems that can help manage the books properly, why budgeting an accountants service to your professionals fees is a must, and why it’s important to screen candidates and how to do it.
Episode Description:

When growing a business, the almighty dollar is top of mind, and as you generate more, questions start to arise. What can be deducted for tax purposes? How can cash flow be managed better to ensure all business obligations are met on time? Where is all the money in sales going? These are just a few Crystalynn hears from her clients daily. She discusses why starting a small business should always include hiring an accountant. She also gives real talk about the success rate of businesses who partner with a CPA, processes and systems that can help manage the books properly, why budgeting an accountants service to your professionals fees is a must, and why it’s important to screen candidates and how to do it.

Guest Bio:

Crystalynn Shelton is a licensed CPA and QuickBooks Top 100 ProAdvisor helping startups, small businesses, and million-dollar companies alike take control of their finances through accounting software training and consulting. Crystalynn’s number-crunching interest was sparked after taking a high-school bookkeeping course, and on completing the course, she was determined to become a CPA. For the last 20 years she has done just that, leading accounting departments for Fortune 500 companies like Intuit, Texaco and Paramount Pictures. In 2010, Crystalynn went on to found her own consulting business. Since then, she has gone on to publish Mastering QuickBooks, a three-time Amazon Bestseller now in its fourth edition, coached more than 100 clients, all the while serving as an Adjunct Instructor at the University of California, Los Angeles (UCLA) for the last 13 years teaching bookkeeping and QuickBooks courses. Along with her fulfilling consulting business, Crystalynn enjoys trying new restaurants with her husband and watching her beloved Dallas Cowboys play.

Guest Socials:

https://www.linkedin.com/in/crystalynnshelton/
https://www.instagram.com/crystalynnshelton/
https://www.facebook.com/profile.php?id=100074172338160

Guest Website: https://www.crystalynnshelton.com 



What Next?

LOVE THE EPISODE? Support the show by giving me a rating and some love on your favorite podcast app.

GET ALL THE DETAILS: Hear about something you want to check out or want to see how you can work with me? Check out the website at https://suzanneproksa.com

HANG OUT WITH ME: Follow Suzanne on LinkedIn, TikTok, YouTube, Facebook, and Instagram - @suzanneproksa

ARE YOU A FEMALE ENTREPRENEUR? Awesome! Join the Visible and Profitable Female Entrepreneur community.

JOIN MY LIST: Join my list for free resources, insights, and invites to my communities HERE.

BE A GUEST: Want to be a guest on the show? Head over to the podcast page and apply at https://suzanneproksa.com/podcasts.