For a long time, I was scared to hire “numbers” people in my business - I was intimidated by the idea of building a money team around me, like accountants, bookkeepers, or financial advisors because I felt like I would be tested or they’d realize I wasn’t good at maths. 

But being bad with numbers doesn’t have to mean being bad with money - this is a skill you can outsource. 

You deserve to be surrounded by people who believe in your dreams and who see the next step for you.

Hiring people working in their zone of genius who are invested in the success of your business can bring accountability and help you go to the next level. 

Are you ready to build a money team that will help you grow and protect your money? 

Do you feel overwhelmed by the idea of building a money team? Wondering if the team you already have is the best for you and your business? 

In this article I take you through who to hire, how to make the best choice and why you need different money personalities on your money team. Ready to make the best money team for you and your business?

You can also listen to my podcast episode on this topic here:

Let’s start by looking at your own money personality type. If you haven’t already, make sure you have done my quiz to see what your top money archetypes are - https://www.denisedt.com/quiz 

Once you have a better understanding of how you see, feel about and use money you will be able to find the right team to support you and your business to make the money you want and deserve!

Here’s my top 5 tips for creating the best money team for you and your business;

To start your business and begin to build your money team, the first step is to hire a bookkeeper. This can be a daunting process, especially if you don't feel comfortable with math or numbers.

It probably won’t surprise you that Accumulators make excellent bookkeepers but if you are an Accumulator looking to hire a bookkeeper you might find it difficult to decide which person will be right for you. You may also feel intimidated hiring someone who has the same money personality as you or feel uncomfortable or guilty – especially if you feel like you can do it yourself. I see this all the time. It’s great that you can do your own bookkeeping but it might even be better if someone else can do it for you. Imagine how much space that can free up for you! You might like to look for bookkeepers who also have the Ruler archetype as they will get the work done and make bold decisions for you.

If you are not an Accumulator or Ruler you might feel nervous about outsourcing your bookkeeping. I have the Romantic archetype in my top three and when I hired my first bookkeeper, I was terrified that they would see my mess, but having someone else invested in the success of my business made a huge difference.

“When I hired my first bookkeeper, I was terrified that they would see my mess, but having someone else invested in the success of my business made a huge difference.”

I highly recommend that you hire someone whose zone of genius is ‘all things bookkeeping’, so you don't have to worry about cleaning up your receipts or calculating anything. They will be able to help you create structures to increase your income, as well as keep an eye on your money and ensure you aren't surprised by any tax bills. 

There are many different types of bookkeepers out there, so it's important to find one that is a good fit for your business. If you're on a tight budget, look for someone who charges per transaction rather than an hourly rate. Make sure to communicate your goals and expectations to your bookkeeper to ensure that you are both on the same page. It's also important to find someone who is excited about your business and can provide you with helpful advice.

The second step in building a money team is to hire a personal assistant. Personal assistants can be instrumental in helping to manage your time and reducing stress. They can handle tasks such as managing emails, customer service inquiries, and other administrative tasks. It’s important to find someone who is a good fit for your business, as well as someone who is reliable and trustworthy.

Before hiring a personal assistant, it’s important to consider their experience, skillset, and availability. It’s also important to ensure that you are clear about the role you’re hiring them for, as well as their responsibilities and expectations. Rulers may find it difficult to hire a personal assistant as they strongly believe that they can and should do everything in their business themselves – but that is really not true! Free up your Ruler energy to focus on the direction of your business rather than keeping yourself busy with the day-to-day tasks.

Considering the money archetype of your personal assistant is super important. You might like to hire someone to amplify your own archetypes or to compliment or leverage skills you don’t have. For example; if you are an Alchemist, Celebrity, Maverick or Romantic you may like to have someone who is disciplined and can make decisions that support you and your business without your input so you can focus on what you are (or not) doing.  For Nurturers and Connectors, you might like to have someone who shares the same values as you and is focused on your clients and customers but can also ensure that the work that needs to be completed is getting done.

The third step in building a money team is to meet with your accountant quarterly. This is to ensure that you are staying on top of your finances and not being surprised by any liabilities or taxes. It's important to find an accountant that understands your values and works with your money personality. You may not need to meet with them monthly, but quarterly is a good starting point. It's also important to be open with your accountant about any financial goals you have, even if they don't make sense from a financial perspective.

Scheduling this quarterly meeting is really important for money personalities that prefer to ignore their financial position. Nurturers, Connectors and Alchemists often prefer to avoid all conversations about their finances so having a regular meeting means you no longer can ‘stick your head in the sand’. If you know that you are afraid of having these conversations, find someone who also has nurturing and connecting qualities so you feel comfortable speaking with them.

“Nurturers, Connectors and Alchemists often prefer to avoid all conversations about their finances so having a regular meeting means you no longer can ‘stick your head in the sand’.”

Quarterly meetings can be used as great motivators for Mavericks, Ruler, Accumulators and Celebrities as they know they will be able to discuss what is working for them and how to make more money.

Lastly, invest in a financial advisor. This is a great way to ensure you are managing your money in the most efficient and effective manner. A financial advisor can help you make sound decisions about your investments, retirement plans, and other financial goals. They can also provide guidance on how to use your money wisely, such as paying off debt, setting up an emergency fund, and saving for retirement.

When selecting a financial advisor, it is important to find someone who is qualified to provide advice and has a good reputation. You should also consider their fees, as well as the services they offer, ask questions to ensure they are familiar with your goals and objectives and make sure to look over any proposed contracts before agreeing to anything. It is also a good idea to speak with a few advisors to compare and contrast their services.

Communicating your financial goals to your financial advisor is an important step in creating the money you want and deserve. Make sure you are very clear with your advisor about what kind of financial goals you have in mind and what kind of strategies you want to pursue. This can include talking about things like paying off your mortgage, investing in the stock market, or investing in other assets. It is important to be upfront about any challenges you may have with math or understanding financial concepts, so that your advisor can help you find the best solutions for your financial situation.

It is also helpful to discuss your values and how they factor into your financial decisions. This will help your advisor understand how you want to approach your finances and make sure they are creating a strategy that aligns with your goals.

Having a financial advisor on your money team can be really helpful if you are not able to visualize your money goals and financial future. Nurturers, Connectors and Romantics find it really supportive to have someone that understands that speaking about these types of things can overwhelm them and Mavericks need someone to keep them entertained or go straight to the point because they are quick to get bored.

Building a money team can be intimidating, but it doesn't have to be. Taking the time to find and hire the right bookkeeper, personal assistant, and financial advisor can make a huge difference in the success of your business. Don't let fear or lack of knowledge hold you back - you can create your own money team and achieve your financial dreams! With the right guidance, you can take control of your finances and start creating your own wealth today.

I’d love to hear how you go with building your own money team! Send me a message on how it went for you or drop any questions you want me to answer.