EPISODE · Nov 19, 2025 · 31 MIN
Ep21 | 6 Costly Back Office Mistakes Small Business Owners Make (And How to Fix Them Fast)
from Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes
Still writing checks or trusting your cousin to handle your books? That might be killing your business without you even knowing it. In this episode of Financially Fluent, Ray welcomes Matt Tate, CEO of Decimal, who shares hard-earned insights from building one of the country’s fastest-growing AI-driven accounting firms. From avoiding outdated bookkeeping practices to preparing for a smooth business sale, this conversation is packed with actionable advice for founders, operators, and growth-stage entrepreneurs. Discover how to eliminate wasted hours and reduce manual errors with the right tech stackUnderstand when to hire fractional help like a CFO—and what happens if you wait too longLearn how AI is changing bookkeeping, and why trust and systems still matter more than everTune in now to uncover the back-office systems, processes, and mindsets that help 7-figure businesses scale smarter and sell faster. 🎧 Follow the show every Tuesday on Apple Podcasts:https://podcasts.apple.com/sg/podcast/financially-fluent/id1796392113📩 [email protected] welcome. Real answers given.Explore our free tools and resources atwww.YourNextStepFinancial.com
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Ep21 | 6 Costly Back Office Mistakes Small Business Owners Make (And How to Fix Them Fast)
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