Month: June 2023

Small Business Bookkeeping: From Confused Chaos to Confident Clarity with Carleen Lamay (Ep. 7)

Small Business Bookkeeping: From Confused Chaos to Confident Clarity with Carleen Lamay (Ep. 7)

Calling all small business owners! Don’t miss out on this episode that will equip you with the bookkeeping tools and knowledge to elevate your small business to new heights.

In this episode, Jason speaks with Carleen Lamay, CEO of C2 Accounting and Business Support. Together they dive into strategies business owners can use as Carleen shares invaluable insights on the importance of scalability, communication, and the power of collaboration between bookkeepers, accountants, and tax planners. Jason and Carleen also unpack the benefits of outsourcing bookkeeping services, such as freeing up time and mental space for business owners to focus on strategic thinking and leadership.

Carleen discusses: 

  • The key to successful bookkeeping for business owners 
  • The importance of educating small business owners about bookkeeping and accounting  
  • Carleen advises clients to put scalable processes in place from the beginning.
  • And more

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Embracing Change To Live A More Impactful Life (Ep. 6)

Embracing Change To Live A More Impactful Life (Ep. 6)

Switching career directions isn’t easy, especially when the transition requires a monumental leap of faith. A leap Elizabeth Hanes, a long-time Cook Wealth client, can speak to from personal experience. 

In this can’t-miss episode, Elizabeth shares her refreshingly candid story of leaving her comfort career zone to follow the call of entrepreneurship. From successful nurse, to writer, to coach for other writers, Elizabeth’s journey to finding fulfillment and living with impact is one sure to inspire.

In this episode, Elizabeth shares:

  • How Cook Wealth allows her to enjoy the fruits of her labor with minimal stress 
  • How she encourages other nurses through her writing program
  • How passion and practicality united to create her dream lifestyle
  • And more

Elizabeth Hanes is a current client of Cook Wealth and was not compensated for her participation.

Connect with Elizabeth Hanes:

Resources:

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