From Numbers to Know-How: Cherie Landwehr’s Journey Building a Trusted Accounting Firm
Description
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.
00:00 Introduction to Cherie Landwehr,
00:36 Meet the Hosts and the Guest
01:00 Cherie Landwehr,'s Journey: Founding Land Wear 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
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United States
