All Episodes

#185: How to Reduce Overwhelm in Your Business (And Protect Your Profitability)

#184: Med Spa Management Strategies for Sustainable Growth

#183: Improving Profitability: How to Improve Profit Margins without Working More

#182: Financial Planning for Business Owners: Why a Holistic Financial Plan Matters

#181: How to Fire a Client: The Math and Mess Behind Client Profitability

#180: Building a Business Development Plan That Actually Works (and How to Build a Referral Network)

179 - Should You Add a Location The Expansion Scorecard

#178: Data Protection for Small Business During Growth

#177: Construction Job Costing That Protects Your Margins (Best Practices for Contractors)

#176: Managing HR Risk & Compliance with Andrea Herran of Focus HR

#175: One Big Beautiful Bill Tax Changes 2025

#174: How Technology Audits Transform Business Efficiency with Brian Zielinski of ShapeConnect

#173: What is the Difference Between an S Corp and C Corp?

#172: How to Build High-Performing Teams that Drive Growth with Lindy Hoyt

#171: 4 Modern Strategies to Increase Profitability in 2025

#170: How Business Systems and Processes Drive Real Growth with Holly Jean Jackson

#169: How to Do a Business Health Check

#168: Growth Strategies for Small Law Firms to Reach Retirement Goals with Darren Wurz

#167: The Evolution & Future of Willow Virtual CFO

#166: Negotiating with Confidence: Insurance Strategies for Profitable Dental Practices

#165: What to Do When Your Business Hits a Financial Plateau

#164: The $1.1 Million Wake-Up Call: Financial Systems Every Dentist Needs

#163: Building a Business Budget that Actually Works

#163: Building a Business Budget that Actually Works

#162: How to Grow a Dental Practice Through Community, Leadership, and Support with Dr. Grace Yum of Mommy Dentists in Business

#161: Cash Flow Projections Made Simple

#160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek

#159: What is Cash Flow Management and Why is it Important?

#158: Leveraging Personal Financial Management to Enhance Business Success

#157: How to Prepare Your Business for a Stress-Free Tax Season

#156: Leveraging Social Media for Business Growth

#155: A Guide to CFO Outsourcing Services

#154: The Importance of Customer Experience in Business Growth

#153: Lean Marketing Strategies with Sarah Noel Block

#152: Budgeting for Business Growth - How to Plan and Execute

#151: How Organizations Can Thrive & Foster Innovation with Tara May

#150: Smart Growth Goals & Foundation

#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland

#148: The Role of a CFO in Business Growth

#147: Helping Business Owners Be Financially Fearless with Dr. Barb Provost and Maggie Nielsen

#146: Signs It's Time to Hire an Operations Manager

#145: The Benefits of Hiring an Operations Manager

144: Managing Personal Finances Part II

#143: Personal Finance Part I

#142: Unlocking Growth - The Importance of Industry Benchmarks

#141: Accounting Month-End Close Checklist Best Practices

#140: Building Trust & Trust Compression with Rick Watson

#139: 10 More Strategic Questions for Your CFO - Part II

#138: 10 More Strategic Questions for Your CFO - Part I

#137: Leadership Finding a Mentor in the Dental Industry with Dr. ArNelle Wright

#136: Navigating Payroll Transitions with Your CPA

#135: Construction Business Growth with Ruth King

#134: How to Find Your Niche in Business

#133: The Newest Requirement for Business Owners

#132: What You Should Know About Cryptocurrency

#131: Culture, Productivity & Profitability

#130: Next Level Performance with Brandon Pipkin

#129: Revenue Forecasting Part II

#128 : Revenue Forecasting Part I

#127: Finding Fulfillment & Happiness as a Business Owner with Dr. Tracy Brower

#126: Psychology of Tenacity as a Business Owner

#125: Leadership & Professional Development with Don Schmincke

#124: Giving & Receiving Feedback to Take Your Leadership to the Next Level

#123: How Mindfulness is Sabotaging Your Success with Daniel Mangena

#122: How to Use the SWOT Analysis

#121: Scaling Your Business with the Right Leverage featuring Dana Malstaff

#120 - Is Multitasking Killing Your Productivity?

#119: Practicing Resilience as a Business Owner

#118: Work Life Balance vs. Work Life Integration with Amy Vetter

#117: Safeguarding Your Financial Mindset as a Business Owner

#116: 8 Tools to Help You Organize Your Personal Life for Busy Professionals

#115: Positioning for Deliberate Business Growth with Tim Williams

#114: 10 Best Questions to Ask Your CFO

#113: Sense-Making and Tackling Complexity in Business with Dave Snowden

#112: 4 Expert Tips for Team Retention

#111: Setting Intentions to Achieve Business Goals

#110: Overcoming the Fear of Marketing Yourself

#109: Why Business Owners Ignore Formal Plans

#108: Developing a Culture That Nurtures Accountability

#107: Building Your Business Without Sacrificing Family

#106: The 4 Ds That Could Destroy Your Business

#105: Marketing Tools to Maximize Your Time

#104: 3 Ways a Virtual CFO Can Help You Tackle Overwhelm

#103: Finding Balance In Business

#102: Playing the Long Game

#101: Investment Trends, Inflation, & Mistakes to Avoid with Darren Wurz

#100: Challenges in Working from Home

#99: Freedom as a Business Owner

#98: Best Books for Business and Personal Growth

#97: LLC vs. S Corp

#96: Macro & Micro Cash Flow Analysis

#95: Don't Lose Out to Fraud

#94: Top 10 Criminal IRS Cases

#93: Where is All of Your Money Going? Dental Practice Cash Flow Projections

#92: What is the Purpose of a Dental Operating System?

#91: Analyzing Business Data and Managing By Percentages

#90: What is a Rock? The Importance of Goals for Your Leadership Team

#89: Marketing & Sales Processes for Business Growth

#88: Why Should I Establish Operational Procedures in My Business?

#87: Business Processes, Documentation, & Their Role in Growth

#86: Get Better Clients. Increase Revenue.

#85: What is Financial Modeling?

#84: Budgeting - Putting Your Business Plan into Figures

#83: The Construction Series: Industry Metrics

#82: The Construction Series: Technology for Growth with YARDZ

#81: The Construction Series: Intro & Basics of Construction Accounting

#80: What is the ERC and Do I Qualify?

#79: Navigating Legislation (Section 139, PTE & Child Tax Credit)

#78: Are You Referring to Me?

#77: The Power of Extraordinary Customer Service

#76: Tapping into Testimonials

#75: The Selling Your Business Series: Avoiding Common Pitfalls

#74: The Selling Your Business Series: What Is My Business Worth? feat. Zach Sharkey

#73: The Selling Your Business Series: Business Valuations, Structures & Taxes, Oh My

#72: How to Hire a CFO

#71: What is a Virtual CFO?

#70: Optimizing Revenue in Your Law Firm with Lexicon

#69: What is a Level 10 Meeting™ & How Can It Help Your Leadership Team?

#68: Gaining Clarity in Your Business with Traction® & EOS®, featuring CJ DuBe'

#67: Quarterly Business Checkup with a Virtual CFO

#66: How to Avoid the Pain of Tax Time

#65: Bouncing Back - Navigating Business Mistakes After They Happen

#64: Decision-Making in Business

#63: Inaction - What Is It Costing You?

#62: Avoiding Common Mistakes in Business

#61: Managing Work-Life Balance

#60: Year-End Planning and Strategy with a Virtual CFO

#59: What You Wish You Knew About Payroll featuring Heather Sperduto of ADP

#58: The Power of Numbers - Profitability Ratios

#57: The Power of Numbers - Liquidity Ratios

#56: Save Time & Reach Goals with Effective Reporting

#55: Core Values That Mean Something

#54: The Dental Series - Selling Your Dental Practice with George Bozonelos

#53: The Dental Series - Purchasing a Dental Practice

#52: The Dental Series - Accounting for Your Dental Practice

#51: The Dental Series - What Dental School Didn't Teach You

#50: Celebrating 50 Episodes!

#49: Being the Visionary with Jason Perez of yardz

#48: Navigating Your Passion Wisely

#47: A Vision Shouldn't Be A Mirage

#46: Delegate it! How Delegation Can Impact Your Growth and How To Do It

#45: Refining Your Team - How and When to Terminate

#44: PPP Updates - COVID Part IV

#43: Stay Innovative and Always Challenge Yourself

#42: Making Real Change in Your Business with an Advisor

#41: How Value Billing Can Help You Get Paid What You're Worth

#40: What Does a Business Advisor Do?

#39: The Legal Series - Optimize Your LinkedIn Profile for Firm Growth featuring Viveca Hess

#38: The Legal Series - Partner Compensation for Firm Growth

#37: The Legal Series - Leveraging Industry-Specific Software

#36: The Legal Series - Staff Productivity & Efficiency KPIs

#35: Generating Cash During Hard Times

#34: Maintaining Your Motivation Working From Home

#33: How to Stay Connected Working From Home

#32: Taking Action in Your Business During Difficult Times

#31: How the Stimulus Bill Affects You and Your Family

#30: Tips on Homeschooling While Running a Business

#29: What You Need to Know About the Stimulus Bill - Part II

#28: Keep Calm & Press On In Times of Uncertainty

#27: Legislation, Support & Assistance Programs for Your Business During Coronavirus Outbreak - Part I

#26: A Quick Start Guide to Running Your Business Remotely

#25: Laying the Foundation to Build a Team

#24: 7 Factors That Can Make Your Business More Bankable

#23: 5 Ways to Manage Cash Flow Issues

#22: How to Take Control of Your Current Cash Flow Situation

#21: Understand the Difference Between Cash Flow and Profit

#20: So You Want to Grow Your Business?

#19: Options for Investing and Taking Control of Your Financial Future

#18: The Four Factors You Need to Take Control of Profit

#17: Productivity and Efficiency and How it Relates to Growth and Profitability

#16: Running a Business Well is Different Than Being Exceptional at a Trade or Profession

#15: SWOT Analysis

#14: How Do You Know What You Don't Know? Get a Business Health Check!

#13: What's the One Thing We Wish More Business Owners Knew?

#12: What's Your Why?

#11: Who are the Women Behind PJS & Co. CPAs?

#10: Strategic Planning - Ongoing Monitoring & Motivation

#09: Strategic Planning - Tools Needed

#08: Strategic Planning - Digging Deeper - KPIs

#07: Strategic Planning - Digging Deeper - Other Infrastructure

#06: Strategic Planning - Digging Deeper - HR

#05: Strategic Planning - Digging Deeper - Sales & Marketing

#04: Strategic Planning - Digging Deeper - Budgeting

#03: Strategic Planning - Goals for the Next Quarter

#02: Strategic Planning - Goals for the Next 12 Months

#01: Strategic Planning - Vision & Long-Term Goals