We had the good fortune of connecting with Samantha Banks and we’ve shared our conversation below.

Hi Samantha, what do you want people to remember about you?
I want my legacy to be for my children to pick up where I left off and not get it out of the mud. That includes an inheritance for my children and assets. I want to be remembered for teaching other families how to leave a legacy for theirs.

What should our readers know about your business?
Financial ID is a boutique accounting firm. But it doesn’t stop at accounting. We also offer tax preparation, assistance with personal and business credit, and funding. What separates us from most is that not many firms offer all of those services I mentioned in-house, in addition to not being information hoarders. We educate our clients about the entire process and have even created financial literacy webinars on thelegacythinktank.com. Some of my favorite feedback from some of our small business clients is we make a complex situation simple “the way you explain things makes it less intimidating. Thanks for not hitting me with the accounting jargon.” It wasn’t easy getting to where we got because our industry is ever-changing and requires us to be diligent students so that businesses can remain tax compliant. Sometimes the combination of running a business and being a research geek can become overwhelming. At that point, we understood for our firm to continue to thrive; we have to delegate and implement systems, which can be a new entrepreneur’s biggest obstacle. In the world of DIY, most will rather do it themselves than delegate. Knowing when to delegate is key when you are ready to scale your business. Time is valuable, and it gets to a point where you have to ask yourself, are you the best person to handle that task. I want people to know our brand as the brand that helps the minority community by bridging the financial literacy gap. We want to be the brand you can trust. It’s so fulfilling knowing someone’s grandchildren can inherit the wealth of their grandparents.

Let’s say your best friend was visiting the area and you wanted to show them the best time ever. Where would you take them? Give us a little itinerary – say it was a week long trip, where would you eat, drink, visit, hang out, etc.
Some of my favorite spots in the city is anywhere I can do some work and play. So I have to start off with wework. Pre-Covid wework was a whole vibe. Networking events and some drinks were almost always available. Divan restaurant has some great lamb and a cool lounge environment without the lounge ifi that makes sense. Lastly, Atlanta Harvest they offer fresh produce and a farm tour with goats, chickens, and culture. There is so much to do in Atlanta it’s almost impossible to name it all. It just depends on the season.

Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
I have to dedicate my shoutout to my husband and business partner. Being in the same career space, I feed off of him so much. It takes my creativity to the next level. We get to create, negotiate, and learn as a unit. He doesn’t let me give up and will go to the extent of finding the resource to push me to my full potential further.

Website: https://financialid.info/
Instagram: https://www.instagram.com/wifemommyceo/
Linkedin: https://www.linkedin.com/in/samantha-banks-2416679b/
Twitter: https://twitter.com/wifemommyceo
Facebook: https://www.facebook.com/wifemommyceoshow
Youtube: https://www.youtube.com/c/FinancialId/featured
Other: https://thelegacythinktank.com/

Image Credits
Yeyo Photography

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