Sonia helps her clients sleep better at night and spend more quality time with their loved ones. By looking at their finances so they are no longer struggling to figure things out alone.
Sonia Rosa's passion is working with small businesses, especially military and veteran-owned businesses. She is committed to her clients’ results. Clients hire her because they feel overwhelmed and confused about the incomplete puzzle or the missing pieces that make up their financials. Sonia has always loved puzzles, that is why she loves to work with her clients and create an easy-to-understand financial roadmap.
Christina and Sonia discuss how she helps business owners create cash wealth without having to sacrifice their lifestyles. And the common mistakes that business owners are making when it comes to their finances.
Questions
- That’s a big claim that you can help 7-figure business owners create cash wealth without sacrificing lifestyle — what motivated you to go that direction with your business?
- What are some of the most common mistakes that you see business owners making when it comes to their finances?
- You’re functioning essentially as an Outsourced CFO — when is a business “big enough” that they need to consider working with someone like you?
- What is it like working with an Outsourced CFO on a regular basis as opposed to just a bookkeeper or accountant?
- Do you have any final advice or tips that you’d like to share with our audience?
- To wrap it up — tell us more about who you like to work with, how you can help them, and where they can find you.
Links and Resources
- Sonia's Website - https://www.soniarosallc.com/
- SIR Accounting LinkedIn - https://www.linkedin.com/company/sir-accounting-tax/
- SIR Facebook - https://www.facebook.com/SIRAandT/
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