Leverage Lifestyle Podcast

Catherine is joined this week by her business partner and husband, Stephen, the “spreadsheet geek” and financial director of their jointly-owned businesses. In this edition, Catherine and Stephen were live with the community, who took the opportunity to ask about the pressing question of financial admin, and how it can be made easier, more secure and more efficient. Catherine and Stephen answered as many community questions as they could, and now you can hear those answers for yourself! KEY TAKEAWAYS Stephen’s experience in finance has seen him in roles such as management accountancy, corporate and systemisation. Part of his personal mission was to automate and systemise as many of his daily tasks as possible. Book-keeping can be outsourced to a virtual assistant in order to minimise the costs you pay to accountants. Accountants should really only be used for tax advice and end of year accounts submission. Monthly reports, bank reconciliations, client invoices, statements and everything day-to-day, shou