IAM2663 - Financial Strategist Helps Business Owners with Financial Planning and Legacy Building

In this episode, we have Shona Bell, a Certified Public Accountant and financial strategist, return to discuss an often-overlooked secret to funding major life goals, like starting a franchise or investing in real estate: a permanent cash balance policy.

Her focus is on educating business owners and aspiring entrepreneurs about setting up their finances the right way and strategically keeping taxes in mind, moving beyond basic CFO services to holistic financial planning and legacy building.

Shona highlights a major gap: many people lack a dedicated financial planner after leaving corporate life or simply aren't aware of advanced financial strategies. 

A critical takeaway from Shona is debunking the misconception that wealth building is something you do only after you become wealthy, or that it costs "so much" to start. She stresses that it takes intention, not a massive bankroll, and encourages people to overcome "money trauma" and apprehension. 

Website: www.beyondacountingtax.com

LinkedIn: shona-bell

Previous Episode: iam1383-accountant-helps-business-owners-accelerate-their-financial-mindset

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