The Hierarchy of Accounting Needs: A Guide for Growing Businesses скачать в хорошем качестве

The Hierarchy of Accounting Needs: A Guide for Growing Businesses

Schedule a Discovery Call with us: https://claracfo.as.me/schedule/cb62a... Are you stuck wondering what accounting support your growing business really needs? In this video, Hannah Smolinski, CPA and founder of Clara CFO Group, introduces the Hierarchy of Accounting Needs — a simple, strategic framework modeled after Maslow’s Hierarchy of Needs. Whether you're just starting out or scaling fast, this framework shows you how to build a solid financial foundation and what roles (bookkeeper, tax accountant, controller, CFO) are essential at each stage. In this video you will find: 00:00 - Intro - "What Got You Here Won't Get You There" 00:25 - Introducing the Hierarchy of Accounting Needs 01:01 - Maslow’s Hierarchy & Business Accounting 01:51 - Basic Needs When Starting a Business 02:39 - Hierarchy of Accounting Needs Overview 03:20 - Bookkeeping Roles & Scaling Support 04:53 - Tax Accountants & Tax Compliance 06:07 - Financial Reporting & Accuracy 07:04 - When You Need a Controller or CFO 07:43 - Policies, Procedures, and Accounting Structure 08:51 - Measuring & Managing to KPIs 09:27 - Profit Optimization & Strategic Planning 10:49 - Building Layers of Accounting Maturity 11:20 - How Fractional CFOs Fit In 11:46 - How to Work with Clara CFO Group To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/cfo-services/ Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.