Megan Schumann Featured on Masters of Home Service Podcast Episode: “Bookkeeper, CPA, or CFO: What’s the Difference and Who to Hire?”
We’re thrilled to share that Megan Schumann was recently featured on an insightful episode of the Masters of Home Service podcast titled “Bookkeeper, CPA, or CFO: What’s the Difference and Who to Hire?”
With years of experience navigating the intersection of the accounting and the trades industry, Megan brings a unique and practical perspective to a question that plagues many home service business owners: Who should be managing your numbers, and when is it time to level up your financial team?
In this episode, Megan breaks down the distinct roles of a bookkeeper, CPA, and CFO, and offers clear, actionable advice on how plumbing, HVAC, and other home service businesses can build a financial team that grows with them. Whether you’re just starting out or scaling up, understanding these roles is essential—and Megan delivers that knowledge with clarity and expertise.
As someone who’s not only a seasoned CPA but also deeply familiar with the challenges faced in the plumbing industry, Megan connects the dots between financial strategy and operational success. She discusses how the right financial guidance can help business owners move beyond the chaos of daily numbers and make smarter decisions for sustainable growth.
🎧 Listen now to hear Megan’s take on:
The differences between bookkeepers, CPAs, and CFOs
When and why to hire each one
How plumbing and home service businesses can avoid costly financial missteps
We’re proud to see Megan’s expertise recognized and shared with a broader audience of home service professionals who can benefit from her practical, no-nonsense approach to business finance.
Don’t miss it! Tune into Masters of Home Service on your favorite podcast platform or click here to listen now.
