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IAM1757 – Accountant Helps Business Owners Accelerate Their Financial Mindset

Podcast Interview with Shona Bell

Why it was selected for “CBNation Architects”:

In episode IAM1383 of the I AM CEO podcast, host Gresham Harkless interviews Shona, a certified public accountant, entrepreneur, real estate investor, wife, and mom. Shona is the founder and owner of a financial coaching and CPA firm, where she helps individuals and business owners accelerate their financial mindset and business goals.

In the interview, Shona talks about her journey as an entrepreneur and the importance of financial mindset for business owners. She shares her unique approach to financial coaching, which involves personalized service and expertise to help clients save money and improve their bottom line. Shona also discusses her inspiration for becoming a business owner, which was seeing the executive woman on top of the building with power in the movie Boomerang.

Shona shares her CEO hacks and nuggets, which include using client management tools like and video recording tools like Loom. She also defines what being a CEO means to her, which involves being a leader, willing to share yourself and your gifts for the betterment of a team and clients.

Overall, the episode provides valuable insights into financial coaching for business owners and the importance of having a financial mindset. Shona's experience and unique approach to financial coaching makes this episode a must-listen for anyone looking to improve their financial situation as a business owner.

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Shona Bell Teaser 00:00

We close the books and we record the transactions, but the piece that's important that a lot of people miss is actually looking at the story that the numbers are telling. Like actually having a budget, actually reading those financial insights that tell you, are you on target? Do you have a target?

Intro 00:17

Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs without listening to a long, long, long interview?

If so, you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of.

This is the I AM CEO podcast.

Gresham Harkless 00:43

Hello, hello, hello, this is Gresh from the I AM CEO podcast and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year. We're doing something a little bit different where we're repurposing our favorite episodes around certain categories, topics, or as I like to call them, business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners, or what I like to call the CB Nation architects, those that are looking to level up their organizations.

In this month, we are focusing on knowing thy numbers. I could hear the phrases from Mr. Wonderful on Shark Tank, and if you understand or don't understand exactly what numbers is, think finance, economics, accounting, capital, investment funding, bootstrapping, anything that's around numbers. So, we have to understand how important it is to know your numbers and how important that is for you to forecast, make decisions, and to be able to truly strategize around your business and do that successfully.

Things are gonna be a little bit different obviously, this month. So look for CEO hacks and CEO nuggets and interviews that focus around this. But more than everything else, make sure that you know your numbers because they're extremely important to the life of your business.

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Hello, hello, hello. This is Gresh from the I AM CEO Podcast I have a very special guest on the show today. I have Shona Bell of Beyond Accounting and Tech. Shona, it's great to have you on the show.

Shona Bell 02:09

Thanks for having me. Great to be here.

Gresham Harkless 02:09

Yeah, super excited to have you on. Before we jumped into the interview, I wanted to read a little bit more about Shona so you can hear about all the awesome things that she's doing.

Shona is a Christian, philanthropic certified public accountant CPA evolved to an entrepreneur, real estate investor, wife and a mom. Her passion is using her gifts to help individuals and business owners accelerate their financial mindset and business goals.

She has worked for the top public accounting firms in corporate America with nonprofits for herself, and also coach many people in starting their own entrepreneurship journeys. She's currently the founder and owner of a financial coaching and CPA firm. She will be launching a financial mindset boot-camp, tech strategy, eBooks in a host of other products and services in the near future.

Shona, great to have you on the show. Super excited to have you and all the awesome things you're doing. Are you ready to speak to the I AM CEO community?

Shona Bell 03:01

I am so excited. Let's go.

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Dave Bonachita - CBNation Writer

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