Money, Mindset, and Saying No episode artwork

EPISODE · Oct 3, 2025 · 14 MIN

Money, Mindset, and Saying No

from Marketing Happy Hour Podcast · host Shelby McFarland

Send us Fan MailWe share three blunt lessons from 13 years of entrepreneurship: hire financial pros early, stop assuming every prospect is a yes, and set boundaries on volunteering so your time fuels growth. Expect candid stories, hard numbers, and practical steps you can use now.• hiring a CPA and bookkeeper to fix messy books and guide tax strategy• moving from DIY finances to quarterly reviews and profit focus• treating every prospect as earned, not assumed• asking “why no?” to gather pricing, timing, and fit feedback• refining offers, proof, and energy to improve close rates• auditing time to expose the cost of over-volunteering• choosing causes with aligned impact and clear boundaries• protecting calendar blocks for selling, delivery, and restIf you need any recommendations, I will definitely send you my guy's number. Both of them, my CPA and my bookkeeper Support the show

Episode metadata supplied by the publisher feed · Published Oct 3, 2025

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Send us Fan Mail We share three blunt lessons from 13 years of entrepreneurship: hire financial pros early, stop assuming every prospect is a yes, and set boundaries on volunteering so your time fuels growth. Expect candid stories, hard numbers, and practical steps you can use now. • hiring a CPA and bookkeeper to fix messy books and guide tax strategy • moving from DIY finances to quarterly reviews and profit focus • treating every prospect as earned, not assumed • asking “why no?” to gathe...

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Money, Mindset, and Saying No

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