S7E19: My Bookkeeper Says I’m Fine, Should I Believe Them?

Cash Flow with Pam Prior

Disclaimer: This content is for educational and informational purposes only. It does not constitute financial, business, or legal advice.
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Your bookkeeper says, “You’re fine.”
But… are you really?
In this Cash Flow Podcast episode, Pam breaks down how to know whether your books are actually healthy — even if you’re not a finance expert. You’ll learn exactly what to ask your bookkeeper, how to test their numbers using AI tools like ChatGPT, and when to trust your gut instead of someone else’s reassurance.
If you’ve ever wondered, “How do I know I’m actually okay financially?” — this is the episode to watch.
WHAT YOU’LL LEARN
A better question to ask instead of “Am I fine?”
How a real bookkeeper should explain your cash flow
Why many “certified” bookkeepers aren’t actually strong in the role
How to sanity-check your books using AI (ChatGPT, Claude, etc.)
Signs you may need a new bookkeeper — even if you like them
Why trust and transparency matter more than reports
The red flags of outdated / unqualified bookkeeping help

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Produced by Francis Plata & Forward Press Media: www.forwardpressmedia.com