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| Episode | Date |
|---|---|
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#185: How to Reduce Overwhelm in Your Business (And Protect Your Profitability)
|
May 04, 2026 |
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#184: Med Spa Management Strategies for Sustainable Growth
|
Apr 20, 2026 |
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#183: Improving Profitability: How to Improve Profit Margins without Working More
|
Apr 06, 2026 |
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#182: Financial Planning for Business Owners: Why a Holistic Financial Plan Matters
|
Mar 23, 2026 |
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#181: How to Fire a Client: The Math and Mess Behind Client Profitability
|
Mar 09, 2026 |
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#180: Building a Business Development Plan That Actually Works (and How to Build a Referral Network)
|
Feb 23, 2026 |
|
179 - Should You Add a Location The Expansion Scorecard
|
Feb 09, 2026 |
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#178: Data Protection for Small Business During Growth
|
Jan 26, 2026 |
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#177: Construction Job Costing That Protects Your Margins (Best Practices for Contractors)
|
Jan 12, 2026 |
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#176: Managing HR Risk & Compliance with Andrea Herran of Focus HR
|
Dec 01, 2025 |
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#175: One Big Beautiful Bill Tax Changes 2025
|
Nov 17, 2025 |
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#174: How Technology Audits Transform Business Efficiency with Brian Zielinski of ShapeConnect
|
Nov 03, 2025 |
|
#173: What is the Difference Between an S Corp and C Corp?
|
Oct 20, 2025 |
|
#172: How to Build High-Performing Teams that Drive Growth with Lindy Hoyt
|
Oct 06, 2025 |
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#171: 4 Modern Strategies to Increase Profitability in 2025
|
Sep 22, 2025 |
|
#170: How Business Systems and Processes Drive Real Growth with Holly Jean Jackson
|
Sep 08, 2025 |
|
#169: How to Do a Business Health Check
|
Aug 25, 2025 |
|
#168: Growth Strategies for Small Law Firms to Reach Retirement Goals with Darren Wurz
|
Aug 11, 2025 |
|
#167: The Evolution & Future of Willow Virtual CFO
|
Jun 30, 2025 |
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#166: Negotiating with Confidence: Insurance Strategies for Profitable Dental Practices
|
Jun 16, 2025 |
|
#165: What to Do When Your Business Hits a Financial Plateau
|
Jun 02, 2025 |
|
#164: The $1.1 Million Wake-Up Call: Financial Systems Every Dentist Needs
|
May 19, 2025 |
|
#163: Building a Business Budget that Actually Works
|
May 05, 2025 |
|
#163: Building a Business Budget that Actually Works
|
May 05, 2025 |
|
#162: How to Grow a Dental Practice Through Community, Leadership, and Support with Dr. Grace Yum of Mommy Dentists in Business
|
Apr 21, 2025 |
|
#161: Cash Flow Projections Made Simple
|
Apr 07, 2025 |
|
#160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek
|
Mar 24, 2025 |
|
#159: What is Cash Flow Management and Why is it Important?
|
Mar 10, 2025 |
|
#158: Leveraging Personal Financial Management to Enhance Business Success
|
Feb 24, 2025 |
|
#157: How to Prepare Your Business for a Stress-Free Tax Season
|
Feb 10, 2025 |
|
#156: Leveraging Social Media for Business Growth
|
Jan 27, 2025 |
|
#155: A Guide to CFO Outsourcing Services
|
Jan 13, 2025 |
|
#154: The Importance of Customer Experience in Business Growth
|
Dec 02, 2024 |
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#153: Lean Marketing Strategies with Sarah Noel Block
|
Nov 19, 2024 |
|
#152: Budgeting for Business Growth - How to Plan and Execute
|
Nov 04, 2024 |
|
#151: How Organizations Can Thrive & Foster Innovation with Tara May
|
Oct 21, 2024 |
|
#150: Smart Growth Goals & Foundation
|
Oct 07, 2024 |
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#150: Smart Growth Goals & Foundation
|
Oct 07, 2024 |
|
#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland
|
Sep 23, 2024 |
|
#148: The Role of a CFO in Business Growth
|
Sep 09, 2024 |
|
#147: Helping Business Owners Be Financially Fearless with Dr. Barb Provost and Maggie Nielsen
|
Aug 26, 2024 |
|
#146: Signs It's Time to Hire an Operations Manager
|
Aug 12, 2024 |
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#145: The Benefits of Hiring an Operations Manager
|
Jul 29, 2024 |
|
144: Managing Personal Finances Part II
|
Jun 17, 2024 |
|
#143: Personal Finance Part I
|
Jun 03, 2024 |
|
#142: Unlocking Growth - The Importance of Industry Benchmarks
|
May 20, 2024 |
|
#141: Accounting Month-End Close Checklist Best Practices
|
May 06, 2024 |
|
#140: Building Trust & Trust Compression with Rick Watson
|
Apr 22, 2024 |
|
#139: 10 More Strategic Questions for Your CFO - Part II
|
Apr 08, 2024 |
|
#138: 10 More Strategic Questions for Your CFO - Part I
|
Mar 25, 2024 |
|
#137: Leadership Finding a Mentor in the Dental Industry with Dr. ArNelle Wright
|
Mar 12, 2024 |
|
#136: Navigating Payroll Transitions with Your CPA
|
Feb 26, 2024 |
|
#135: Construction Business Growth with Ruth King
|
Feb 12, 2024 |
|
#134: How to Find Your Niche in Business
|
Jan 30, 2024 |
|
#133: The Newest Requirement for Business Owners
|
Jan 15, 2024 |
|
#132: What You Should Know About Cryptocurrency
|
Dec 04, 2023 |
|
#131: Culture, Productivity & Profitability
|
Nov 20, 2023 |
|
#130: Next Level Performance with Brandon Pipkin
|
Nov 06, 2023 |
|
#129: Revenue Forecasting Part II
|
Oct 23, 2023 |
|
#128 : Revenue Forecasting Part I
|
Oct 09, 2023 |
|
#127: Finding Fulfillment & Happiness as a Business Owner with Dr. Tracy Brower
|
Sep 25, 2023 |
|
#126: Psychology of Tenacity as a Business Owner
|
Sep 11, 2023 |
|
#125: Leadership & Professional Development with Don Schmincke
|
Aug 28, 2023 |
|
#124: Giving & Receiving Feedback to Take Your Leadership to the Next Level
|
Aug 14, 2023 |
|
#123: How Mindfulness is Sabotaging Your Success with Daniel Mangena
|
Jul 03, 2023 |
|
#122: How to Use the SWOT Analysis
|
Jun 19, 2023 |
|
#121: Scaling Your Business with the Right Leverage featuring Dana Malstaff
|
Jun 05, 2023 |
|
#120 - Is Multitasking Killing Your Productivity?
|
May 22, 2023 |
|
#119: Practicing Resilience as a Business Owner
|
May 08, 2023 |
|
#118: Work Life Balance vs. Work Life Integration with Amy Vetter
|
Apr 24, 2023 |
|
#117: Safeguarding Your Financial Mindset as a Business Owner
|
Apr 10, 2023 |
|
#116: 8 Tools to Help You Organize Your Personal Life for Busy Professionals
|
Mar 27, 2023 |
|
#115: Positioning for Deliberate Business Growth with Tim Williams
|
Mar 13, 2023 |
|
#114: 10 Best Questions to Ask Your CFO
|
Feb 27, 2023 |
|
#113: Sense-Making and Tackling Complexity in Business with Dave Snowden
|
Feb 13, 2023 |
|
#112: 4 Expert Tips for Team Retention
|
Jan 30, 2023 |
|
#111: Setting Intentions to Achieve Business Goals
|
Jan 16, 2023 |
|
#110: Overcoming the Fear of Marketing Yourself
|
Dec 05, 2022 |
|
#109: Why Business Owners Ignore Formal Plans
|
Nov 21, 2022 |
|
#108: Developing a Culture That Nurtures Accountability
|
Nov 07, 2022 |
|
#107: Building Your Business Without Sacrificing Family
|
Oct 24, 2022 |
|
#106: The 4 Ds That Could Destroy Your Business
|
Oct 10, 2022 |
|
#105: Marketing Tools to Maximize Your Time
|
Sep 26, 2022 |
|
#104: 3 Ways a Virtual CFO Can Help You Tackle Overwhelm
|
Sep 12, 2022 |
|
#103: Finding Balance In Business
|
Aug 29, 2022 |
|
#102: Playing the Long Game
|
Aug 15, 2022 |
|
#101: Investment Trends, Inflation, & Mistakes to Avoid with Darren Wurz
|
Aug 01, 2022 |
|
#100: Challenges in Working from Home
|
Jul 18, 2022 |
|
#99: Freedom as a Business Owner
|
Jul 04, 2022 |
|
#98: Best Books for Business and Personal Growth
|
Jun 20, 2022 |
|
#97: LLC vs. S Corp
|
Jun 06, 2022 |
|
#96: Macro & Micro Cash Flow Analysis
|
May 23, 2022 |
|
#95: Don't Lose Out to Fraud
|
May 09, 2022 |
|
#94: Top 10 Criminal IRS Cases
|
Apr 25, 2022 |
|
#93: Where is All of Your Money Going? Dental Practice Cash Flow Projections
|
Apr 11, 2022 |
|
#92: What is the Purpose of a Dental Operating System?
|
Mar 28, 2022 |
|
#91: Analyzing Business Data and Managing By Percentages
|
Mar 14, 2022 |
|
#90: What is a Rock? The Importance of Goals for Your Leadership Team
|
Feb 28, 2022 |
|
#89: Marketing & Sales Processes for Business Growth
|
Feb 14, 2022 |
|
#88: Why Should I Establish Operational Procedures in My Business?
|
Jan 31, 2022 |
|
#87: Business Processes, Documentation, & Their Role in Growth
|
Jan 17, 2022 |
|
#86: Get Better Clients. Increase Revenue.
|
Dec 06, 2021 |
|
#85: What is Financial Modeling?
|
Nov 22, 2021 |
|
#84: Budgeting - Putting Your Business Plan into Figures
|
Nov 08, 2021 |
|
#83: The Construction Series: Industry Metrics
|
Oct 25, 2021 |
|
#82: The Construction Series: Technology for Growth with YARDZ
|
Oct 11, 2021 |
|
#81: The Construction Series: Intro & Basics of Construction Accounting
|
Sep 27, 2021 |
|
#80: What is the ERC and Do I Qualify?
|
Sep 13, 2021 |
|
#79: Navigating Legislation (Section 139, PTE & Child Tax Credit)
|
Aug 30, 2021 |
|
#78: Are You Referring to Me?
|
Aug 16, 2021 |
|
#77: The Power of Extraordinary Customer Service
|
Aug 02, 2021 |
|
#76: Tapping into Testimonials
|
Jul 19, 2021 |
|
#75: The Selling Your Business Series: Avoiding Common Pitfalls
|
Jul 05, 2021 |
|
#74: The Selling Your Business Series: What Is My Business Worth? feat. Zach Sharkey
|
Jun 21, 2021 |
|
#73: The Selling Your Business Series: Business Valuations, Structures & Taxes, Oh My
|
Jun 07, 2021 |
|
#72: How to Hire a CFO
|
May 24, 2021 |
|
#71: What is a Virtual CFO?
|
May 10, 2021 |
|
#70: Optimizing Revenue in Your Law Firm with Lexicon
|
Apr 26, 2021 |
|
#69: What is a Level 10 Meeting™ & How Can It Help Your Leadership Team?
|
Apr 12, 2021 |
|
#68: Gaining Clarity in Your Business with Traction® & EOS®, featuring CJ DuBe'
|
Mar 29, 2021 |
|
#67: Quarterly Business Checkup with a Virtual CFO
|
Mar 15, 2021 |
|
#66: How to Avoid the Pain of Tax Time
|
Mar 01, 2021 |
|
#65: Bouncing Back - Navigating Business Mistakes After They Happen
|
Feb 15, 2021 |
|
#64: Decision-Making in Business
|
Feb 01, 2021 |
|
#63: Inaction - What Is It Costing You?
|
Jan 18, 2021 |
|
#62: Avoiding Common Mistakes in Business
|
Jan 04, 2021 |
|
#61: Managing Work-Life Balance
|
Dec 21, 2020 |
|
#60: Year-End Planning and Strategy with a Virtual CFO
|
Dec 08, 2020 |
|
#59: What You Wish You Knew About Payroll featuring Heather Sperduto of ADP
|
Nov 23, 2020 |
|
#58: The Power of Numbers - Profitability Ratios
|
Nov 09, 2020 |
|
#57: The Power of Numbers - Liquidity Ratios
|
Oct 26, 2020 |
|
#56: Save Time & Reach Goals with Effective Reporting
|
Oct 12, 2020 |
|
#55: Core Values That Mean Something
|
Sep 28, 2020 |
|
#54: The Dental Series - Selling Your Dental Practice with George Bozonelos
|
Sep 21, 2020 |
|
#53: The Dental Series - Purchasing a Dental Practice
|
Sep 14, 2020 |
|
#52: The Dental Series - Accounting for Your Dental Practice
|
Sep 07, 2020 |
|
#51: The Dental Series - What Dental School Didn't Teach You
|
Sep 01, 2020 |
|
#50: Celebrating 50 Episodes!
|
Aug 24, 2020 |
|
#49: Being the Visionary with Jason Perez of yardz
|
Aug 17, 2020 |
|
#48: Navigating Your Passion Wisely
|
Aug 10, 2020 |
|
#47: A Vision Shouldn't Be A Mirage
|
Aug 03, 2020 |
|
#46: Delegate it! How Delegation Can Impact Your Growth and How To Do It
|
Jul 27, 2020 |
|
#45: Refining Your Team - How and When to Terminate
|
Jul 20, 2020 |
|
#44: PPP Updates - COVID Part IV
|
Jul 13, 2020 |
|
#43: Stay Innovative and Always Challenge Yourself
|
Jul 06, 2020 |
|
#42: Making Real Change in Your Business with an Advisor
|
Jun 29, 2020 |
|
#41: How Value Billing Can Help You Get Paid What You're Worth
|
Jun 22, 2020 |
|
#40: What Does a Business Advisor Do?
|
Jun 15, 2020 |
|
#39: The Legal Series - Optimize Your LinkedIn Profile for Firm Growth featuring Viveca Hess
|
Jun 08, 2020 |
|
#38: The Legal Series - Partner Compensation for Firm Growth
|
Jun 01, 2020 |
|
#37: The Legal Series - Leveraging Industry-Specific Software
|
May 25, 2020 |
|
#36: The Legal Series - Staff Productivity & Efficiency KPIs
|
May 18, 2020 |
|
#35: Generating Cash During Hard Times
|
May 11, 2020 |
|
#34: Maintaining Your Motivation Working From Home
|
May 04, 2020 |
|
#33: How to Stay Connected Working From Home
|
Apr 27, 2020 |
|
#32: Taking Action in Your Business During Difficult Times
|
Apr 20, 2020 |
|
#31: How the Stimulus Bill Affects You and Your Family
|
Apr 14, 2020 |
|
#30: Tips on Homeschooling While Running a Business
|
Apr 06, 2020 |
|
#29: What You Need to Know About the Stimulus Bill - Part II
|
Apr 03, 2020 |
|
#28: Keep Calm & Press On In Times of Uncertainty
|
Mar 30, 2020 |
|
#27: Legislation, Support & Assistance Programs for Your Business During Coronavirus Outbreak - Part I
|
Mar 20, 2020 |
|
#26: A Quick Start Guide to Running Your Business Remotely
|
Mar 18, 2020 |
|
#25: Laying the Foundation to Build a Team
|
Mar 16, 2020 |
|
#24: 7 Factors That Can Make Your Business More Bankable
|
Mar 09, 2020 |
|
#23: 5 Ways to Manage Cash Flow Issues
|
Mar 02, 2020 |
|
#22: How to Take Control of Your Current Cash Flow Situation
|
Feb 24, 2020 |
|
#21: Understand the Difference Between Cash Flow and Profit
|
Feb 17, 2020 |
|
#20: So You Want to Grow Your Business?
|
Feb 10, 2020 |
|
#19: Options for Investing and Taking Control of Your Financial Future
|
Feb 03, 2020 |
|
#18: The Four Factors You Need to Take Control of Profit
|
Jan 27, 2020 |
|
#17: Productivity and Efficiency and How it Relates to Growth and Profitability
|
Jan 20, 2020 |
|
#16: Running a Business Well is Different Than Being Exceptional at a Trade or Profession
|
Jan 13, 2020 |
|
#15: SWOT Analysis
|
Jan 06, 2020 |
|
#14: How Do You Know What You Don't Know? Get a Business Health Check!
|
Dec 30, 2019 |
|
#13: What's the One Thing We Wish More Business Owners Knew?
|
Dec 23, 2019 |
|
#12: What's Your Why?
|
Dec 16, 2019 |
|
#11: Who are the Women Behind PJS & Co. CPAs?
|
Dec 09, 2019 |
|
#10: Strategic Planning - Ongoing Monitoring & Motivation
|
Dec 02, 2019 |
|
#09: Strategic Planning - Tools Needed
|
Dec 02, 2019 |
|
#08: Strategic Planning - Digging Deeper - KPIs
|
Dec 02, 2019 |
|
#07: Strategic Planning - Digging Deeper - Other Infrastructure
|
Dec 02, 2019 |
|
#06: Strategic Planning - Digging Deeper - HR
|
Dec 02, 2019 |
|
#05: Strategic Planning - Digging Deeper - Sales & Marketing
|
Dec 02, 2019 |
|
#04: Strategic Planning - Digging Deeper - Budgeting
|
Dec 02, 2019 |
|
#03: Strategic Planning - Goals for the Next Quarter
|
Dec 02, 2019 |
|
#02: Strategic Planning - Goals for the Next 12 Months
|
Dec 02, 2019 |
|
#01: Strategic Planning - Vision & Long-Term Goals
|
Dec 02, 2019 |