Kaeli Consulting

Episode 273: Who You Need on Your Money Team

In this episode, I’m sharing something that’s played a huge role in the freedom I feel in my life and business today: my relationship with money—and the team I’ve built to help manage it.

I take you behind the scenes of my personal money journey, from struggling with debt in my early years to learning how to manage and multiply the money I earn. I’ll walk you through the exact structure of my money team, who’s on it, what they do, and when you might want to bring each role into your own business.

I also talk about:

  • The 3 financial metrics every CEO should know (and actually look at)
  • The difference between a CPA and a CFO—and why you’ll likely need both
  • Why profit is more important than top-line revenue
  • How having strong cash reserves has helped me take bold, strategic risks

And if you’re ready to go deeper, I share a sneak peek into our upcoming KLC Summer School—a series of high-impact trainings to help you lead with clarity, sharpen your systems, and build a season-proof business. Browse our curriculum & enroll here.

Resources
Join the Fierce Factor Society
→ Follow Kaeli on Instagram: @kaeli.lindholm

Additional Ways to Connect:

If you’ve ever felt unsure about your numbers or just want a clearer strategy for managing your money, this episode is for you.

KLC Consulting Website

Kaeli on LinkedIn

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