Smarter Systems, Stronger Decisions: Building a Business Ready to Scale

Growth is exciting—but as a business scales, complexity tends to grow right along with it. In this episode of The HappyCapCast, host Joshua George spotlights two CIBN members who help business owners replace that complexity with greater clarity. First, we feature Tracy-Lynn Bergeron, Fractional AI & Automations CTO and owner of TLB Automations, who helps businesses identify where AI and automation can eliminate repetitive work, improve processes, and give valuable time back to their teams. Then we meet Joshua Leyenhorst, CPA, CEPA, and Fractional CFO with BasePoint CPA, who helps scaling businesses strengthen cash flow, forecasting, financial visibility, and strategic decision-making. Different expertise. One shared objective: helping business owners build the systems and clarity they need to grow with confidence.