Episode 66 — Don’t miss this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Angela Randolph, CPA, MBA BIO

Friday, Sept. 16, 2022: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles.

Meet our guest: Angela Randolph, CPA, MBA BIO

Today’s Topic: The Importance of Knowing Your Numbers for Entrepreneurs

Rita asks:

  • Tell us about your professional background and your experience in the industry.
  • Tell us about Stellar Ledgers and how the business came about. What services do you offer? What industries do you serve currently?
  • What made you decide to start a training academy for small business owners?
  • What are the major issues you see impacting small businesses?
  • When is the best time for small businesses to outsource their accounting to a CPA/CFO?
  • Why is it essential for small businesses to have an accounting system?

About our Guest: ​Angela Randolph, CPA, is the Founder/CEO of Stellar Ledgers LLC a boutique financial firm that serves small to medium businesses by providing financial accounting, outsourced CFO, training, and consulting services. Angela has been licensed as a CPA in Texas since 1998. She obtained her BBA in Accounting and Finance from Loyola University New Orleans and MBA in Finance and Management from Tulane University. With more than 20 years of experience, Angela has experience with accounting, finance, tax, and audit across various industries with Fortune 500 companies, Big 4 Public Accounting, and the state and federal government.

“I am very passionate about empowering and equipping entrepreneurs with the financial knowledge and business acumen needed to have profitable businesses,” explains Angela, who believes education in both personal and business finances can significantly improve the lives of the community. Learn more at stellarledgers.com.

Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

Blue Ocean Global Wealth headquarters:

9841 Washingtonian Blvd., #200
Gaithersburg, MD 20878
301.502.5306 / 888.731.3117 (fax)
info@blueoceanglobalwealth.com

About Marguerita M. Cheng:

Rita is the founder and Chief Executive Officer of Blue Ocean Global Wealth.  She has also been a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Previously, she was a Financial Advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan.

Her certifications include: CFP® professional, Chartered Retirement Planning CounselorSM, Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination.

Rita volunteers for several organizations including: CFP Board Disciplinary and Ethics Commission (DEC) hearings, she has also served on the Financial Planning Association (FPA) National Board of Directors from 2013-2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).

Her awards include: Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).

Click here to learn more about Blue Ocean Global Wealth and email Marguerita today!