Month: June 2025

More Time, Less Stress: Why Smart Businesses Are Outsourcing Their Bookkeeping with Cheri Giglia (Ep. 178)

More Time, Less Stress: Why Smart Businesses Are Outsourcing Their Bookkeeping with Cheri Giglia (Ep. 178)

Outsourcing your bookkeeping isn’t just a cost-saving move; it could be the smartest strategic decision your business makes this year.

In this episode, Larry Heller, CFP®, CDFA®, sits down with Cheri Giglia, Owner and Managing Director of Supporting Strategies on Long Island, to explore why more small businesses are turning to virtual bookkeeping for efficiency, clarity, and peace of mind.

Cheri shares how outsourced financial support can streamline operations, enhance internal controls, and deliver timely insights that empower business owners to make better decisions, whether they’re planning for growth, managing cash flow, or preparing for an audit. With real client stories and tech-forward best practices, this episode is packed with value for any business owner looking to scale smarter.

What to expect from this episode:

  • The top reasons businesses are turning to virtual bookkeeping
  • How cloud-based systems streamline accounting operations
  • Real client scenarios where bookkeeping impacted business decisions
  • Tips for choosing the right outsourced financial team
  • And more!

Connect with Cheri Giglia:

Connect with Larry Heller: 

About Our Guest:

Accounting and bookkeeping are services that many businesses on Long Island need to manage more effectively. Business owners struggle to find professionals who they trust to manage these important aspects of their operations. This is where Cheri Giglia and her company, Supporting Strategies on Long Island, come in. Her professional team removes owners’ headaches and improves efficiencies.

As an accountant and former Financial Director for a public company, Cheri has expertise working in many different industries. She understands the pressure and stress that business owners face when it comes to gaining greater financial control of their operations. She uses her more than two decades of experience in accounting and financial management to create strategies to improve efficiencies and reduce costs.

Cheri’s team of skilled accounting professionals accomplishes this by leveraging technology, allowing clients to easily outsource accounts payable management, billing/accounts receivables, financial/management reporting, HR and payroll support, bookkeeping and monthly financial statements/reports, and controller services. Outsourcing these services allows businesses to focus on growth and other profit-making activities. The way Cheri’s team operates permits them to offer competitively priced professional services and attention that competitors are unable to offer.

Cheri recognizes that there are many choices when it comes to selecting a professional or firm to provide accounting, bookkeeping, and controller services. Business owners and managers choose to work with her because of her experience, personal commitment, and her ability to rapidly provide the financial information they need to make critical business decisions.

The 6 Retirement Mistakes To Avoid (Ep. 177)

The 6 Retirement Mistakes To Avoid (Ep. 177)

The market is unpredictable; your retirement plan shouldn’t be.

In this episode of Retirement Unlocked, host Larry Heller, CFP®, CDFA®, breaks down six of the most common (and costly) mistakes people make when planning for retirement. From underestimating how much you can spend to failing to optimize your Social Security benefits, Larry shares why these pitfalls occur and how a process-based retirement plan can help you avoid them.

Whether you’re approaching retirement or already there, this episode provides actionable strategies to help you invest wisely, reduce emotional decision-making, and stay aligned with your long-term financial goals.

Key conversations in this week’s release include:

  • The importance of knowing how much you can truly spend in retirement [00:00:47]
  • Why creating a total return strategy beats relying solely on income [00:03:20]
  • The pitfalls of being too conservative with your investment portfolio [00:07:02]
  • When to start withdrawing from your retirement accounts—not just when RMDs kick in [00:10:32]
  • How to optimize Social Security for the best possible outcome [00:13:17]
  • The critical need for a comprehensive estate plan [00:15:51]
  • And more

Connect with Larry Heller: