# The 4 Financial Roles Every Small Business Owner Needs

Page: https://stenobird.com/podcast/small-business-tax-savings-podcast-731700/the-4-financial-roles-every-small-business-owner-needs
Text version: https://stenobird.com/podcast/small-business-tax-savings-podcast-731700/the-4-financial-roles-every-small-business-owner-needs.md
Podcast: [Small Business Tax Savings Podcast](https://stenobird.com/podcast/small-business-tax-savings-podcast-731700)
Published: 2026-06-03T09:00:00+00:00
Episode link: https://op3.dev/e/www.buzzsprout.com/1837660/episodes/19283064-the-4-financial-roles-every-small-business-owner-needs.mp3
Audio file: https://op3.dev/e/www.buzzsprout.com/1837660/episodes/19283064-the-4-financial-roles-every-small-business-owner-needs.mp3
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JSON: https://stenobird.com/v1/public/podcasts/small-business-tax-savings-podcast-731700/episodes/the-4-financial-roles-every-small-business-owner-needs
Duration seconds: 1139

## Resource

Your CPA isn’t saving you money… And it’s probably not their fault. Many business owners expect their CPA to handle everything: bookkeeping, tax filing, tax strategy, and financial guidance. In this episode, Mike breaks down the four financial roles every business owner needs to understand: bookkeeper, tax preparer, tax strategist, and CFO or advisor. He explains what each role does, what they do not do, and how building the right financial team can help you stay compliant, make b...

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## Transcript

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