The Financial Team You Need If Your Business Makes Between $100K and $750K

Your side hustle is officially a business. 

The money’s coming in, the schedule’s full, and you’re doing big things.

But now that you’ve got momentum, it’s time to stop flying blind.

Feeling like your profits should be higher than they are? Wondering if it’s time to form an LLC or S-Corp? Thinking about hiring, but not sure if the money makes sense?

Revenue growth brings new challenges—more taxes, bigger decisions, and less time to manage it all.

In this post, we’ll show you who to bring onto your financial team as you grow, how roles evolve between $100K and $750K, and which hires will help you scale smarter—not harder.

$100K–$250K: Build the Core Team

CPA or Tax Strategist. 

Go beyond just filing taxes. A solid CPA will:

• Advise on how to structure your business
  
• Help you minimize your tax liability
  
• Keep you compliant as you grow

Financial or Business Coach

If you’re making money but don’t know where it’s going, get a coach to:

• Clarify your cash flow strategy
  
• Tackle business debt
  
• Plan for sustainable scaling

Financial Planner

Start integrating your business with your personal financial goals. They’ll help you:

• Decide how much to save from owner draws
  
• Understand when and how to invest retained earnings
  
• Explore retirement options like SEP IRAs or solo 401(k)s
  

$250K–$750K: Add Operational Support

Finance Admin or Virtual Assistant

Offload tasks like:

• Invoicing
  
• Uploading receipts
  
• Paying vendors
  

This frees you up—and helps your bookkeeper do their job better.

CPA or Fractional CFO

Now you need a strategic partner to:

• Interpret your P&L
  
• Model outgrowth scenarios
  
• Advise on funding or investment readiness

Business Coach (Upgraded)

Coaching now focuses on vision, not just systems:

• Align your business model with your life goals
  
• Stay focused on your most profitable path
  

💡 Bottom line: As revenue grows, so does complexity. Build a team that supports your next level—without burning you out.

📈 Your business is growing—your financial strategy should be, too.
If you’re feeling the pressure of doing it all, or you’re unsure which financial pros you actually need right now, let’s simplify it.