From Employee to Founder with Small Business Accounting Expert Khristine Valdez

From Adversity to Abundance

Jul 25 2023 • 57 mins

Have you heard these myths about achieving financial abundance? Myth #1: All you need is a high income to become financially successful. Myth #2: Budgeting restricts your financial freedom. Myth #3: Investing is only for the wealthy. In reality, achieving financial abundance requires control and conscious decision-making. Our guest, Khristine Valdez, will share the truth about how small business owners can increase financial mindfulness and make smarter decisions to improve their financial control. Get ready to debunk these myths and learn actionable steps toward financial abundance.

In this episode, you will be able to:

  • Have an idea of the bookkeeping service that Khristine Valdez’s company can provide for your business needs.
  • Use Haven Financial's reporting services to gain insights into your business's financial health.
  • Master critical financial management skills every entrepreneur needs to succeed.
  • Grasp the importance of organized bookkeeping to maintain your business's financial well-being.
  • Tackle obstacles head-on with innovative marketing approaches tailored for your business.
  • Unlock the secrets to achieving financial abundance through calculated choices and mindfulness.
  • Learn how to maintain harmony between personal connections and professional ties in the business world.
  • Realize the crucial role clear bookkeeping plays in sustaining a healthy business.

Our guest for this week is Khristine Valdez, a talented accountant and seasoned entrepreneur who launched her own business, Haven Financial, to bring financial abundance and control to small business owners everywhere. Khristine's journey started in the corporate world, climbing the ladder to CFO positions before deciding to pursue true freedom and establish her own company. Her experience and understanding of the financial landscape enable her to provide invaluable advice on how gaining better control of finances can lead to smarter decision-making for business owners.

“It's not a sprint. Understanding that it's going to take time and not putting so much pressure on yourself, I think is a big thing. And, understanding what is it that you want out of being an entrepreneur and making that happen.”

“Pretend you're signing on a new client and walk them through every single step of the process and as if you were that client from beginning to end, and then look at every single piece that needs to be developed along the way. Whether it's accounting or not. Really, that's just a matter of empathy and putting yourself in the client's shoes. Trying to understand their perspective.”

Tips for Hiring Virtual Assistants

Virtual assistants can be an excellent resource for small business owners looking to improve their operations. When hiring virtual assistants, entrepreneurs should treat them like local employees, conducting thorough interviews and providing appropriate compensation. It's also crucial to establish trusting working relationships and maintain clear communication. Khristine Valdez shared her experience with building an overseas team, highlighting the positive impact that virtual assistants had on her company. Despite initial challenges, she adopted a transparent approach to managing her team, ensuring that everyone was treated fairly and with respect. Her experience with virtual assistants can serve as an inspiration to other entrepreneurs looking to leverage the talents and skills of remote workers.

What is Haven Financial?

Haven Financial is an outsourced accounting services firm that specializes in offering small business owners comprehensive bookkeeping and reporting solutions. Their primary focus is on supporting individual entrepreneurs, particularly those who are investing in second or third businesses. Haven Financial aims to help business owners achieve better financial control and make more conscious decisions about their finances. During her conversation with Jamie Bateman, Christine Valdez shared her own journey from the corporate world to founding Haven Financial. Through her experiences, she gained an understanding of the importance of time freedom and control of her schedule, and this reflects in the services her company offers. She discussed her dedication to supporting small business owners by providing them with invaluable tools and insights to manage their finances effectively.

Bookkeeping Solutions

Effective bookkeeping is essential for understanding the financial health of a business. It helps entrepreneurs track their income and expenses, identify trends, and make informed decisions about their business's future. Outsourcing bookkeeping services can provide business owners with expert support and insights, allowing them to focus on their core competencies. Christine Valdez's company, Haven Financial, offers bookkeeping solutions tailored to small business owners' unique needs. She discussed the benefits of outsourcing bookkeeping services, including better financial control and the ability to make more conscious financial decisions. For entrepreneurs looking to improve their business's financial health, engaging the services of a professional bookkeeping firm like Haven Financial can be a crucial step forward.

Books and Resources

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

The Fountains of Silence

The Giver of Stars: A Novel

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