SUMMARY
In this episode of ‘Behind the Brand,’ hosts Taylor and Kelly from Moxie Creative team up with Cherie Landwehr, the founder of Landwehr Tax & Accounting. Cherie shares her entrepreneurial journey, describing the evolution of her firm over nearly two decades. The discussion covers the intricacies of managing a financial firm, the importance of hiring the right accountant, and why it’s essential for business owners to outsource tasks beyond their expertise. Cherie also introduces her approach to client advisory services, emphasizing the importance of communication and customized financial advice. Tune in for firsthand experiences, practical business tips, and insights into building trusted partnerships with clients.
CHAPTERS
00:00 Introduction to Cherie Landwehr,
00:36 Meet the Hosts and the Guest
01:00 Cherie Landwehr,’s Journey: Founding Landwehr Tax and Accounting
01:48 The Challenges and Rewards of Starting a Firm
04:01 The Importance of Outsourcing and Finding the Right Accountant
04:21 Kelly’s Experience with Cherie’s Services
06:50 Advice for Business Owners on Hiring Accountants
11:17 Cherie’s Firm: Evolution and Future Plans
15:05 Packaging Services for Clients
15:33 Budgeting and Financial Advice
16:34 Common Struggles of Small Businesses
19:00 Onboarding Process and Client Packages
23:34 Tax Landscape and Political Influence
25:39 Final Thoughts and Business Tips
TAKEAWAYS
Start early: Don’t wait until tax time to find an accountant. The earlier you partner with one, the more they can help you plan and save.
Ask questions: A good small business accountant should be willing to teach—not just talk at you.
Use the tools wisely: Software like QuickBooks can help—but only if you know what you’re doing. A great accountant will help you understand how to use it properly.
Build a team: You don’t have to do it all yourself. Outsource what you’re not good at so you can focus on what you do best.
Moxie Creative, based in St. Cloud, Minnesota, is a full-service creative agency specializing in branding, web design, and both traditional and digital marketing.
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