EPISODE 69 | How She Built Her Money Systems

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We’re talking all about money systems on the show today! My guest, Joyce Washington, is a coach, consultant, and CFO. She helps her clients where they’re at, using her expertise for that area. She has been an accountant for over twenty years. She is a CPA as well, but she doesn’t do tax work. Money is her thing!

We talk about:

  • What a money system is

  • The different parts of the money system

  • Which parts you absolutely need to include in yours

  • How to automate the process to make it easy for you and your clients

  • What bookkeeping software should help with, and what you need to do yourself or hire out

  • What parts of your money system you need to be in everyday

  • The most important part of your money system

  • The checklists she created for you to help you with your money system

Grab Your Free Download of Joyce’s Free “Money Matters Checklist”!


About Joyce Washington

Joyce M. Washington is a business strategist & virtual CFO who helps small business owners keep more of their profits, pay less in taxes and earn more money through savvy money management.

She is a licensed Certified Public Accountant (Maryland), holds a bachelor’s degree in Accounting and is a certified advisor for Xero Accounting Software.

Named one of the CPA Practice Advisor’s 40 under 40, she's a regular contributor to publications like CPA Practice Advisor, Prevention Magazine and SmartCEO Magazine and is a true expert in the accounting field.

She uses her masterful & highly sought after finance skills to help her clients create long term growth and implement profit management strategies.

Check Joyce Out Online: Website | Facebook | Instagram | Twitter

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EPISODE 70 | How She Became Indispensable with Jayla Rae

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EPISODE 68 | How She Hired Out to Level Up with Roshni Shaikh