Having a finance team for your business is essential for success. It can help you manage your finances, plan for the future, and make sure you’re making the right decisions. But what exactly is a finance team? In this episode of Served Neat , Jen Hartmann interviews Adam, a CFO who specializes in helping agency owners with their finances. Adam explains the differences between a bookkeeper, accountant, tax director, and CFO, and the importance of having a finance team for businesses. Adam talks about the importance of cash flow planning, tax strategies, and the Hope Two Strategy. He emphasizes the need to consider culture when making acquisitions, and the importance of speaking the same language when it comes to finances. According to Adam, “It’s important to have a team that understands the language of finance and can help you make the right decisions.”   Today we discuss:  Is it essential to hire a bookkeeper from the beginning for proper financial management? Why is expertise crucial when it comes to tax strategies for agency owners? Why is open communication with clients about payment crucial, especially considering the seasonality of their marketing needs? Plus so much more!   Connect with Adam Follow them on Instagram @cfo_adam Follow them on TikTok @cfoadam Follow the company on LinkedIn - CFO Adam Visit their website: adamkae.com   How To Get Involved: Get ready to elevate your business game with Served Neat - the podcast that's all about taking your business to the next level! We serve up expert advice on sales, marketing, mindset, and business strategies to help you make six-figures and beyond. Your host, Jen Hartmann, is the mastermind behind Neat The Agency. She's a PR strategist, coach, and marketing expert who helps business owners and their brands grow, scale, and succeed. When Jen isn't busy leading her team, developing new strategies, or setting goals for her company, she can be found sipping on a glass of bourbon, exploring new places, and hanging out with her sweet pup, Bruin. So, pour yourself a glass of your favorite bourbon and get inspired! Tune in to Served Neat to gain insider knowledge and learn how to start and grow your business like a pro. With Served Neat, taking your business to the next level has never been more fun!   Looking for more?  Sign up for our weekly newsletter -  Neat The Agency Connect with us on Instagram @neat_theagency Check out our blog If you’re ready to start using PR for your own business, book a call with us!