Episode 18: Building A High-Performing Sales Team ft. Chris Urbanski
Episode 18: Building A High-Performing Sales Team ft. Chris Urbanski “Makes me think of one of my favorite books, called “Make Them Beg to Work for You”, and in that book, the author is talking about finding out what their personal goals are in life and see if it’s in alignment with the position that […]
Episode 17: The Power of Data on Company Management ft. Oscar Chavez
Episode 17: The Power of Data on Company Management ft. Oscar Chavez “I think if you’re going to make that investment to bring in an advisor to give you the guidance, then you better implement what they have told you because you said it yourself, you couldn’t pay me enough. You couldn’t afford me to […]
Episode 16: The Real Cost of a Poor Hire Ft. Dave Fox
Episode 16: The Real Cost of a Poor Hire Ft. Dave Fox “I think most business owners in the beginning, just do a little bit of everything, right? Jack of all trades. You get to a point where it’s the opportunity cost. I can continue to do my own invoicing and continue to do the […]
Episode 15: Why You Should Hire a Fractional CFO ft. Ann Campeau
Episode 15: Why You Should Hire a Fractional CFO ft. Ann Campeau I think that’s also one of the components that make people shy away from bringing in a financial professional. They think, “Oh, they’re going to speak in all this technical jargon that I’m not going to understand as a business owner.” Or maybe […]
Episode 14: Learning from your Business Mistakes ft. Angie Oven
Episode 14: Learning from your Business Mistakes ft. Angie Oven “Opportunity cost is one that you can’t get back, right? So, if you’re spending your time on the wrong level of action in your business that’s a problem. “I’ve done this. Oh, I’ll just figure it out and I’ll do it myself.” By the time […]
Episode 13: How to Attract and Retain Top Talent ft. Jen Perera
Episode 13: How to Attract and Retain Top Talent ft. Jen Perera “It’s that red carpet or white glove type service that I know you guys offer. We offer it and we only bring in clients that are the same way, because we want that boutique feel. That is really where the business owners get […]
Episode 12: How to Grow and Run a Profitable Retail Business
Episode 12: How to Grow and Run a Profitable Retail Business “How much mental brain space can you get back by having a financial team supporting you and managing that whole pillar of your business? Has it freed you up to do other, maybe more creative things in the business or focus more on some […]
Episode 11: Why Your Business Needs an Elevated Financial Team
Episode 11: Why your Business Needs an Elevated Financial Team As businesses grow and cross important milestones such as reaching the six-figure, seven-figure, or multimillion-dollar marks, the need for a more advanced and experienced financial team becomes imperative. This is when many business owners realize that they have outgrown their existing financial […]
Episode 10: CFO Coffee Talk: When do I need a CFO? ft. Giles Fabris
Episode 10: CFO Coffee Talk: When do I need a CFO? ft. Giles Fabris “I’ll spend a thousand dollars all day long if I know my profit from that client over their lifetime is going to be an exponential amount of that. Well then that makes sense, right? You’re paying up upfront to bring […]
Episode 9: CFO Coffee Talk: Financial Roadmap ft. Marla Reynolds, and Jess Buzzell
Episode 9: CFO Coffee Talk: Financial Roadmap ft. Marla Reynolds, and Jess Buzzell “I know that where we are right now in the new year, we’re smack in January and it’s a perfect time to have this conversation. Because a financial roadmap is something that’s going to set up your business for the rest of […]