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7 Building Your Team

Your team members

There are a wide range of people who could be in your financial team.

Before you start this section, write down all the people in your team.

Here are some who may be in your team already, and some others worth considering.


There are many types and styles of accountant.

Some are only focused on doing the financials and tax returns, and some are more focused towards strategic planning. And then there are the ones in the middle.

Strategic oriented accountants are likely to work with you in regards to goal setting and forecasting. Your situation will influence what type of accountant(s) suits you.

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