All Episodes
Episodes
Episode 12: Avoid These 5 Financial Data Mistakes
Do you trust your financials statements? If you answered no, this episode is for you!
Account reconciliation is key to having timely and accurate financial data to make business decisions. Learn how implementing this...
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Episode 11: 5 Steps to Refocus Your Goals
If you're struggling with staying on track to achieve your goals, don't give up!
In today's episode, I share my own struggles this year due to illness and the 5 steps I've used to refocus my efforts and get back on...
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Episode 10: Implementing Your Month End Close Process
Tune in to learn about what month end close is, why it's important to your business and how you can get started making improvements right away!
Additional Resources:
Download our free guide, How to Write Procedures...
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Episode 9: What To Do If Your Bookkeeping Is Really Behind
Falling behind on your bookkeeping can happen pretty quickly.
When you log into your QuickBooks file and you see that “99+ transactions pending” notice, it can be very stressful. Especially if you aren’t comfortable...
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Episode 8: Lessons Learned From Tax Season
When it comes to taxes, I’ve always been on the client side – preparing financial statements, pulling supporting documentation and answering the CPA’s questions. I’ve done this as an employee as well as my clients...
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Episode 7: How to let go of what's holding you back
Marnye Moore joins me on the podcast to talk about letting go of the things that are holding us back from being who we need to be to achieve our dreams.
Do we trust ourselves to make the right decisions?
Can we be the...
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Episode 6: How to Break the Cycle of Bad Data
Today’s subject is very near and dear to my heart – taking out the garbage & cleaning up your data! I’ve spent my entire career in small business. And I’ve seen some pretty scary stuff when it comes to data...
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Episode 5: How to Choose Your Success Metrics
Today, I want to talk about measuring performance. In the world of online business, it’s easy to get distracted by the number of likes and comments we get on our social media posts and feel like we’re making progress...
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Episode 4: Recovering from Burnout: 5 Strategies to Help You Heal
Today, I want to talk about something that sneaks up on us in our businesses. Burnout. This simple word doesn’t begin to describe the overwhelmed exhausted feeling that hits us when we’ve been pushing ourselves too...
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Episode 3: Planning For a Successful 2023 Part 2
4th quarter has arrived!
It’s that time of year that business owners enjoy the most – planning for the next year!
In Part 2, I’m discussing 9 questions you can ask during the strategic planning process to help you...
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Episode 2: Planning For a Successful 2023 Part 1
4th quarter has arrived!
It’s that time of year that business owners enjoy the most – planning for the next year!
You can read that as sarcasm or joy depending on how you feel about planning.
Me? I love planning!
Odds...
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Episode 1: Adopting a CEO Mindset for Financial Success
In today's episode, I want to talk about adopting a CEO mindset for financial success. So many of us struggle with the financial side of our businesses because we've never been taught how to be a CEO and we're not...
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