How to Know When It’s Time to Hire a CPA with Crystalynn Shelton

Season #2023 Episode #46

"Whether you have accounting background or bookkeeping background or not, you can absolutely learn how to do your bookkeeping." -Crystalynn Shelton

 

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 In this invaluable episode of Happy Healthy and Rich, I sit down with the incredibly insightful Crystalynn Shelton, a licensed CPA and QuickBooks' top 100 pro adviser. With her vast experience helping businesses of all sizes navigate the tricky waters of financial management, Crystalynn shares her knowledge on when it's time to hire a CPA for your business and the immense benefits that come with it. Whether you're just starting out or are a seasoned entrepreneur, this episode is a must-listen to ensure your financial foundations are solid and your business is set up for long-term success.

Tune in to discover:

  • Why partnering with a CPA from the start can set your business up for success.

  • How you can manage your finances effectively even if you're on a tight budget.

  • The best resources and directories to find a qualified accountant or bookkeeper.

  • The various long-term benefits of hiring a CPA, from financial clarity to business growth.

  • Practical tips on managing your books and maximizing efficiency to reduce stress during tax season.

Grab your favorite beverage and notebook, and join us as Crystalynn demystifies the world of accounting and shows us how a CPA can be a game-changer for your business.

 

SHOW LINKS

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ABOUT SUZANNE PROKSA, SHRM-SCP, SPHR, HHP

Hey there! I'm Suzanne, a SHRM-SCP and SPHR certified Human Resources and Business Strategist, IAWP Certified Wellness Coach, AADP certified Holistic Health Practitioner, and autoimmune educator with a passion for helping women navigate all things life and business. 

I've been in HR since 1999 and have run businesses since 2004 (unless you also count my adventures selling "all the things" as a kid) - then we need to go WAY back. 

I thrive on supporting, coaching, and creating programs for women and people-focused organizations and online businesses so they can positively impact the lives of others.

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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 LINKS

https://www.linkedin.com/in/crystalynnshelton/

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

https://www.crystalynnshelton.com