Leverage Financial Data And AI To Fuel Growth - Jon Morris And Lily Patrascu

Entrepreneur Shares How To Leverage Financial Data And AI To Fuel Growth - Jon Morris And Lily Patrascu Jon Morris, who grew his first company Rise Interactive from $10K to nearly $40 million in revenue before exiting, is the founder and CEO of Ramsey Innovations, DBA Fiscal Advocate. He helps service-based business owners scale profitably through finance-first strategies and data-driven decision-making. Jon teaches entrepreneurs to analyze key metrics such as gross margin, sales and marketing spend, and profit benchmarks to fuel sustainable growth. His financial optimization strategies have helped clients transform million-dollar losses into million-dollar profits by restructuring operations, improving margins, and aligning financial data with strategic goals. About The Guest Jon Morris is the Founder & CEO of Fiscal Advocate, a finance-first professional services company powered by EngineBI. He previously founded Rise Interactive, scaling it from $10K to nearly $40M before selling the agency. Today, Jon helps CEOs of professional service firms achieve profitable growth through strategic financial planning and innovative AI tools like Luca, the AI CFO Co-Pilot. For More Info About Jon Morris, visit: Website: https://www.fiscaladvocate.com LinkedIn: https://www.linkedin.com/in/jonmorrisramsayinnovations/ eBook: The Fiscal Advocate Way PSC Free Membership: Professional Service Community Timestamp 00:00 Introduction and Host Welcome 00:45 Leveraging Financial Data for Growth 01:40 Key Financial Strategies 03:56 Operational Efficiencies and Benchmarks 13:17 Leveraging AI in Finance 22:52 Conclusion and Contact Information About The Host Lily Patrascu is an ultra-creative book publisher and personal brand strategist for thought leaders, CEOs, luxury influencers. As an influencer, bestselling author, copywriter, global speaker, she supports busy entrepreneurs to find their message and share it with millions of people. Feel free to connect with me or find out more about my book publishing/influential entrepreneur events/speaking/ projects here: https://linktr.ee/lilypatrascu & https://www.lily.global I am launching a few collaborative books: on property wealth strategies, confidence, millionaire secrets, health tools, AI, and seeking influencers with large communities to promote their expertise with the books. I can help you write/ghostwrite and publish your books in 90 days. Message me (Lily) on +447557351222 to collaborate. If you want to be featured on this podcast, and you're a successful entrepreneur able to share about how you grew your company, book your spot here: http://www.lily.global/podcast - *********************************************************** Getting featured is free. 🎧 Listening is free. But creating this podcast takes time, energy, and resources. If you’d like to support Lily’s mission to inspire people worldwide, contribute here: https://support.lily.global/e/aisuperwomanpodcast Your support keeps the AI Superwoman Podcast alive and growing. *********************************************************** IMPORTANT: Earnings and Legal Disclaimers We don’t believe in get-rich-quick programs or guarantees of specific outcomes. We believe in hard work, adding value, and serving others, and our programs are designed to help you achieve those goals. As stated by law, we cannot and do not make any guarantees regarding your ability to achieve financial results, earn money, or improve your health using our ideas, information, programs, or strategies. Your success depends on your own efforts, skills, and circumstances, which are beyond our control. We are here to support you by sharing our strategies to help you progress, but nothing on this page, any of our websites, videos, marketing materials, or in our emails constitutes a promise or guarantee of future earnings, financial outcomes, or health improvements. Any financial or health-related examples, estimates, projections, or past results referenced are for illustrative purposes only and reflect the views of the hosts and guests. They should not be considered as exact, actual, or assured results. If you have any questions, please contact us at [email protected]. AI Superwoman Podcast with Lily Patrascu is your go-to source for mastering the power of AI to elevate productivity, creativity, and personal success. Designed for everyone from beginners to tech-savvy pros, this podcast breaks down the latest AI tools, making them simple, accessible, and effective. Each episode dives into hands-on tutorials and expert insights on topics like writing hacks, streamlined video creation, productivity tips, and copyrighting essentials.