Sandra Finch has been helping business owners commandeer and predictably manage their taxes, retirement, and net worth since 1989. In addition to Finch CPA Firm, she owns Finch Exit Strategies, which guides owners through successful tax-minimized exits from their businesses by educating, preparing, and planning them for years and months before their target date.
As someone who coaches business leaders, I feel directly responsible for the leadership teams I work with. Today, I sit down with Sandra Finch CPA, who is as passionate as I am when it comes to getting businesses out of trouble and helping them make diffiult decisions to help their companies stay alive. We talk about the struggles that businesses are facing right now because of the pandemic, the measures we are implementing to try to keep these businesses alive and how these businesses react to the help we're giving. We also get down to the nitty-gritty of how much of ourselves we give to our clients and if breaking down our walls, letting our guards down and giving them a sneak peek into who we are as a person helps or damages the client-consultant relationship we've forged.
04:11 - The comparison between the pandemic's effect on entrepreneurs and its effects on employees
07:19 - How are you managing the all the ideas flowing through you as a visionary?
13:42 - Helping clients out by finding ways to make them eligible for PPP
21:13 - "I think the worst is over"
27:23 - New financial options for people who are thinking of starting, expanding or closing their business during these difficult times
33:14 - Look at data to keep yourself grounded
40:09 - Flat is the new hockey stick
46:00 - Yale University's "The Science of Well-Being" online course by Dr. Laurie Santos
52:55 - Self-comparison leads people to think they're stuck when they're really not
59:43 - If you spend time working on your weaknesses, you can improve 3-5%, but if you work on your strengths, you can improve 95%
1:05:22 - If your co-workers can't provide you with honest and helpful feedback, you can count on kids to do that
1:06:01 - Sally Hogshead "How To Fascinate" Test
1:12:46 - Determining how much of your true, personal self should you share and show to clients
1:17:19 - Finding your specific role and purpose is a lifelong journey and is always changing
1:21:28 - Struggling with your personas - who you are in the business and who you are outside of it
1:31:04 - Sandra's passionate plea for entrepreneurs
Get in touch:
MARK: www.linkedin.com/in/markhleary | www.leary.cc
Engineering / Post-Production: Jim McCarthy
Art / Design: Immanuel Ahiable
Kristie Clayton is the Integrator and Chief Compliance Officer for BCR Wealth. A few of her many responsibilities include Human Resources and leading the Operations team. Like so many EOS companies, is really a people-focused company.
Clay is a Chief Outsiders Managing Partner based in Houston. From bringing new ideas to the table, to searching for experts who have a similar problem-solving experience, he applies his unique insights and broad experience to discover the best way to grow a company.
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In this episode, I am joined by Phil Walker and Angela Shaw to discuss a subject that is both sensitive and important at the same time.