Episode 183: Making Accounting Approachable with Steve Koch
Release Date: 09/29/2025
Business by Referral Podcast
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info_outlineSteve Koch's BIO:
Steve Koch is a CPA and the founder of Primary Care Financial, where he helps solopreneurs & small businesses get clarity on their business finances — from bookkeeping and taxes to big-picture strategy. After years of working in corporate finance and watching small business owners get left behind, Steve decided to bring Wall Street-level insight to Main Street entrepreneurs.
He specializes in translating financial jargon into plain English, helping business owners finally understand their numbers and use them to make smarter decisions. Whether it's setting up a first bookkeeping system or advising a six-figure business on how to pay themselves and plan for taxes, Steve's approach is practical, relatable, and just a little bit fun.
When he’s not knee-deep in spreadsheets, you’ll find him playing hockey, cracking dad jokes, or cheering on Michigan’s local small business scene.
Learn more at www.pcfdetroit.com.
In this episode, Virginia and Steve talked about:
- Steve’s start as an entrepreneur
- Accounting mistakes solopreneurs make
- Challenges and benefits of AI
- Making the jump from corporate to solo-entrepreneurs
- Hidden elements of effective marketing
Takeaways:
- Growth and Sales should be your main focus
- Don't be scared to call your accountant
- Prompt-engineer is a skill you need!
- Your prospect wants to be seen, heard and understood
- Be proactive in networking spaces
Connect with Steve on his social media accounts to learn more about his work and insights into networking effectively:
LinkedIn URL : https://www.linkedin.com/in/steven-koch39/
Facebook URL : https://www.facebook.com/profile.php?id=61559786093836
Instagram URL : https://www.instagram.com/smallbizmoneycoach/
Connect with Virginia: