Podcasts about cathedral capital

Financial management might not be the most glamorous part of running a nonprofit, hence, many nonprofit leaders tend to overlook it. But it's one of the most critical. A lot of nonprofits struggle with sustainability, not because they lack purpose or passion, but because they do not pay attention to their financial health. Prioritizing nonprofit financial health means treating financial management as mission work. When you understand your numbers, you lead with purpose, plan with foresight, and serve your community with strength.  In today's podcast, Brooke Lively from Cathedral Capital and Stephen Halasnik from Financing Solution (https://financingsolutionsnow.com/) discuss the numbers all nonprofits always need to pay attention to.

Want to make your business more financially stable? Brooke Lively, financial expert and founder of Cathedral Capital, has the answers. She's breaking down how to create predictable income streams, keep your financials clean, boost business valuation, and plan a profitable exit! What if I don't have recurring revenue?No problem! Brooke breaks down strategies for businesses with non-recurring revenue models (like law firms and consultancies) to create stability and attract buyers Do I need to have my finances totally in order?YES! Clean, accessible financials = credibility and increased business value.Ready to take your business to the next level? Listen to this episode with Brooke Lively now. • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/brookelively• • •FOR MORE ON BROOKE LIVELYhttps://www.facebook.com/CathedralCapitalhttps://www.linkedin.com/in/brookelively/ https://brookelively.com/FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/

Brooke Lively is the Founder, CEO, and President of Cathedral Capital (CathCap), which empowers entrepreneurs to achieve their financial goals. As a CFO and profitability strategist, she helps business leaders in fast-growing companies turn their organizations into profitable, thriving businesses. Brooke has been named Top 25 Women to Watch from 2016-2020, Diversity Journal's Women Worth Watching, and Fort Worth's 2016 CFO of the Year.  In this episode: Some business owners want to grow their companies enough to retire early. This requires understanding cash flow and making data-driven decisions. How can you boost profitability to offboard yourself from your business? As a CFO, Brooke Lively says businesses must analyze each service to determine production costs and profit margins. This allows you to identify ideal marketing and sales efforts and give team members a strategic direction for the company. Brooke recommends implementing the Entrepreneurial Operating System (EOS) to empower team members to follow data-driven processes and move the company forward.  In today's episode of Systems Simplified, the Founder, CEO, and President of Cathedral Capital, Brooke Lively, joins Adi Klevit to discuss small business growth and profitability. Brooke explains why small businesses should acquire a CFO, how to delegate tasks using EOS, and a CFO's roles and responsibilities.

Welcome to episode 227 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Brooke Lively, President of Cathedral Capital. Brooke emphasizes the importance of data-driven strategies like EOS and scaling up and highlights the crucial steps to prepare a law firm for sale, focusing on clean financials, efficient operations, and staff training. The conversation delves into hiring the right people, implementing proper procedures, and fostering a deliberate culture to ensure consistency, efficiency, and growth within a law firm.   Brooke discovered her passion for helping entrepreneurial lawyers build their firms by working with her father. After getting her MBA in Corporate Finance and Investments at TCU and a quick stint at a hedge fund, Brooke found herself helping her family establish a new firm, which hit the 7-figure mark within 18 months.  Soon thereafter, she started talking to other lawyers who asked, “Can you do for us what you do for your family?”.    That was when she realized that most attorneys aren't running their firms by the numbers.  They are making decisions based on their gut and that causes a lot of anxiety – not to mention a loss of profitability. With that insight, Brooke started Cathcap, a fractional CFO company designed to maximize law firm profitability.   Over the past decade, Brooke and her team have helped hundreds of firms make data driven decisions to drive faster growth and more predictability in their businesses. As a CFO, Brooke looks at every part of a firm that touches the money – and that's the whole firm. This eventually led her to become an EOS® Implementer. Through EOS, Brooke helps firms get clarity on their vision, discipline and accountability to increase traction, and a healthy functional leadership team.   Brooke weaves the technical knowledge of her MBA with her real-world experience to create entertaining speeches that have been heard around the world for groups such as Entrepreneur's Organization, Bar Associations, and at conferences like PILMMA, 360 Advocacy, and the Louisiana Association of Justice. She has written numerous books, including her international best-selling series From Panic to Profit and her latest, Exit On Top. Brooke has been featured in Forbes, CNBC, US News and World Report and has a monthly financial column in Attorney at Work.  She is a frequently requested podcast guest.   1. The Importance of Vision, People, and Data in EOS:         - Ensuring everyone is on the same page about the firm's direction.         - Having the right individuals in the right roles. 2. Addressing Issues and Improving Procedures:         - Identifying and solving problems permanently.         - Documenting processes for consistency and efficiency. 3. Achieving Traction and Alignment:         - Getting everyone aligned and rowing together towards the vision.         - Bringing the vision down to practical implementation. 4. Preparation for Law Firm Sale:         - Creating a timeline for Sale Readiness for clean financials and profitability.         - Creating characteristics of a firm that's a joy to own. 5. Transitioning from Working in the Firm to Managing the Firm:         - Being able to manage the firm with minimal effort.         - Reaching a stage where you're managing managers and not day-to-day operations.   Resources:  cathcap.com https://www.facebook.com/CathedralCapital https://www.linkedin.com/in/brookelively/   Additional Resources:    https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Brooke Lively is the CEO and Founder of Cathedral Capital. With expertise in growth management, creative problem solving, and profitability strategy, Brooke has been named ‘Top 25 Women to Watch,' 2016 - 2020 Diversity Journal ‘Women Worth Watching', and ‘Fort Worth's 2016 CFO's of the Year'. She is a highly regarded international speaker and the author of several books, including an international best-seller. ---------------------------------------- This show is sponsored by Leopard Solutions Legal Intelligence Suite of products, Firmscape, and Leopard BI. Push ahead of the pack with the power of Leopard. For a free demo, visit this link: https://www.leopardsolutions.com/index.php/request-a-demo/ Links: Amazon link to Brooke's book: https://tinyurl.com/ms9te7ds https://cathcap.com/meet-the-team/ https://www.linkedin.com/in/brookelively/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this captivating episode, Brooke Lively, the force behind Cathedral Capital, unveils the myriad challenges and solutions at the heart of entrepreneurial finance. From a daring decision of letting go of her biggest client to introducing the revolutionary "rule of thirds," Brooke underscores the pivotal role of strategic financial insights for small businesses.Brooke candidly recounts her story of facing immense financial hurdles and battling self-doubt, stating, "I was scared. I was petrified, in fact. Can my business survive? What if this doesn't work?" Such vulnerable admissions are paired with the revelation of her resilience and commitment to her vision, a journey that saw her emerging stronger and more focused than ever. As she aptly puts it, "I knew what I wanted for the company. I had a vision... I could walk through fire to get to it, and I did for 26 months straight."Listeners will find valuable insights into the importance of data-driven decision-making, with Brooke emphasizing how entrepreneurs often make decisions based on gut instinct. However, looking at the actual numbers offers clarity, confidence, and reduces decision fatigue. Another highlight of the episode is the emphasis on the significance of core values in shaping a company's culture, with Brooke remarking, "Culture is the bedrock of any company, and culture is based on your core values."Top Takeaways: Understand the difference between revenue and gross profit. Know where you're overperforming and underperforming. Core values aren't mere words; they should be action-oriented phrases that shape your company's every move. Decision-making based on data provides clarity and reduces the mental toll on entrepreneurs. The importance of aligning with clients and employees who resonate with your core values cannot be overstated.Tune into this episode to hear Brooke Lively's riveting journey of overcoming financial challenges and learn about the tools and strategies she uses to ensure profitability. Plus, don't miss out on accessing the exclusive Profit Finder tool mentioned in the episode—check the show notes now!

Welcome to another riveting episode of the Cut the Chase: Podcast, where we focus on getting straight to the point on legal business transformation. This week, our host, Gregg Goldfarb, chats with the remarkable Brooke Lively, founder and CEO of CathCap, an accomplished author, and a respected figure in the financial world. With her sterling track record of building a seven-figure company in under two years, Brooke has a treasure trove of wisdom and insight to share. In this episode, we deep dive into Brooke's groundbreaking book, "From Panic to Profit: How 6 Key Numbers Can Make a 6 Figure Difference in Your Law Firm." Brooke unveils the secret of financial stability and growth for law firms, resting on the understanding of just six crucial numbers. Our conversation navigates through identifying potential issues before they transform into major problems, understanding the significance of Key Performance Indicators, discerning when to spend and when to hold back, and demystifying financial complexities using a simple, yet effective, framework. But why tune into this episode? If your law firm is stuck in a perpetual cycle of cash crunches, or you are working incessantly without substantial financial rewards, or simply if you desire to shift your focus from combating financial crises to planning for a profitable future, this episode is a must-listen. Brooke's experience, expertise, and step-by-step guide can turn around not only your business but also empower you with a life-transforming six-figure advantage. The resources mentioned in this episode are: - Brooke Lively's Book: https://www.cathcap.com/frompanictoprofit - Brooke's Lively's LinkedIn: https://www.linkedin.com/in/brookelively/  Say goodbye to sleepless nights, financial uncertainty, and reactive problem-solving. Join us on the Cut the Chase Podcast and step into a world where profit replaces panic, and financial stability is not a dream but a well-planned reality. To learn more about mass tort law cases and lawyer best practices, subscribe to the Cut to the Chase: Podcast, with Gregg Goldfarb.

For today's episode, Jared welcomes Brooke Lively, founder and CEO of Cathedral Capital, who discusses financial management and data reporting for law firms. By analyzing financial data with other factors, such as average case value and employee productivity, law firms can optimize their strategies and increase profit. Lively suggests using cloud-based software systems for efficient reporting and data tracking. Cathedral Capital assists law firms in setting up systems and determining data to monitor, ultimately helping firms grow and potentially transition from outsourcing to hiring in-house staff. Episode Highlights 03:25 Explaining Cathedral Capital's function as outsourced CFO for law firms 04:36 Looking at valuable data for law firms outside of financials 05:38 Discussing efficiency and productivity data 07:08 Creating strategies for law firms' growth 09:50 Importance of consistent language and terminology in data management 15:17 Connecting accounting software with case management systems 18:07 Comparing and deciding on reporting options and tools 20:03 Helping law firms set up their case management systems correctly 20:53 The importance of cash flow forecasts 22:41 The significance of employee productivity reports 23:45 When to engage a financial professional 25:00 Transitioning from outsourced CFO to in-house financial management   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Brooke Lively https://www.cathcap.com/ https://www.linkedin.com/company/cathedralcapital https://www.linkedin.com/in/brookelively 

My bud, Brooke Lively, joins The Business Growth Advantage Show this week! Brooke Lively is the CEO and Founder of Cathedral Capital, a team of CFOs and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. After earning her MBA in Investments and Corporate Finance, Brooke built a 7- figure company in under 2 years. As a Chartered Financial Analyst (CFA), she and her team, work with Hall of Famers, INC 5000 businesses, CEOs, and Small Business Owners. With expertise in growth management, creative problem solving, and profitability strategy, Brooke has been named ‘Top 25 Women to Watch,' 2016 - 2020 Diversity Journal ‘Women Worth Watching', and ‘Fort Worth's 2016 CFO's of the Year'. She is a highly regarded speaker and the author of several books, including an international best-seller. Brooke has been featured in major media including CNBC, Forbes, US News and World Report, Fort Worth Business Press, Authority Magazine and on podcasts such as Mission Matters, The American Bar Association Modern Law Library, and The Entrepreneur Way.

Ready for another way to be the Exhibit (A)ttorney of your law firm? Today Jordan is chatting with Brooke Lively, from Cathedral Capital (aka CathCap). Join our conversation now!

Since 1974, and the passing of The Equal Credit Opportunity Act, American women have unfettered access to banking. Despite nearly 50 years of financial female firsts, women remain largely absent from high finance. Today, we sit down with Brooke Lively, president at Cathedral Capital to discuss why so few women are in finance, why she prefers to hire mothers, and the six key numbers your firm needs to understand to increase your bottom line. So often women in male-dominated sectors like finance and law feel intimidated and hit obstacles their male counterparts will never encounter. Fed up, Brooke forged her own path. She holds an MBA in Investments and Corporate Finance. And after graduation, built a 7- figure company in under 2 years. As a Chartered Financial Analyst, she and her team work with Hall of Famers, INC 5000 businesses, CEOs, and Small Business Owners to help turn businesses into profitable companies.  What's in This Episode? Who is Brooke Lively? How do you run a firm by the numbers to increase profitability? Only 7% of female MBA graduates in finance - making Brooke a unicorn - what drew her to this path? Why are most of the staff at Cathedral Capital women who work part time? How can female lawyers get recognized for partner? What six key financial numbers does every firm owner need to know? What number is essential to knowing the health of your firm? What is the 'profit finder' and how can it help your firm?

In this episode we discuss how tracking your financial numbers can be the key to finding success.  Knowing your numbers frees you up to make better decisions with your business.  We talk with Brooke Lively who authored the book From Panic to Profit.  You can find her at Cathedral Capital.Gear Used:Sony a6400: https://amzn.to/3qeOG4hSigma 16 mm f1.4 lens: https://amzn.to/3fZxeMIElgato Key Lights (2): https://amzn.to/39sLRH5Elgato Stream Deck XL: https://amzn.to/3lpmkAEElgato HD60 S+ Capture Card: https://amzn.to/3qn1mGEAudio-Technica ATH-M50x Headphones: https://amzn.to/3fZjcuxShure SM7B Microphone: https://amzn.to/3fQUNalRode PS1 Studio Arm: https://amzn.to/3llOLj3Rode Rodecaster Pro: https://amzn.to/2VBlCpNNeed help with your business legal needs? Call (855) 758-JUSTCheck out https://www.thinklegalpc.com for more information!Connect with Us on Social Media!Twitter - @thinklegalpcInstagram - https://www.instagram.com/thinklegalpcFacebook - https://www.facebook.com/thinklegalpcLinkedIn - https://www.linkedin.com/company/thinklegalpcJoin our FREE Facebook group Tactical Startuphttps://www.facebook.com/groups/tacticalstartup#teamstartup #SWOTteam #startups #tacticalstartup

Today, I am so excited to introduce you to Brooke Lively, profitability expert and the president and founder of Cathedral Capital. She shares so much knowledge with us about turning your company into a profitable business, all based on her years of experience in finance! In this episode: Brooke's incredible journey from interning at a top investment banking firm as a high schooler to working in retail until she returned to graduate school at 35, and finally manifested her true purpose How to stop being afraid and start analyzing the numbers  Tools to help you when you don't know where to turn for financial information as an entrepreneur How asking the right questions is essential to understanding finances  6 key numbers that can make a 6-figure difference in your business Why understanding cash flow 6-8 weeks out is crucial to the financial forecast of your business  The importance of having an authorized credit card on file and how this allows business owners to take control of their finances  Brooke shares her Rule of Thirds and the percentage you should be taking home as the person responsible for the risk  Tips on tracking your whole conversion cycle, especially sales calls booked  Her expertise on conversion rates and also the importance of understanding your conversions by referral source  The fear that women entrepreneurs face around looking at and understanding numbers and how to shift it Brooke Lively is the CEO and Founder of Cathedral Capital, a team of CFOs and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. After earning her MBA in Investments and Corporate Finance, Brooke built a 7- figure company in under 2 years. As a Chartered Financial Analyst (CFA), she and her team, work with Hall of Famers, INC 5000 businesses, CEOs, and Small Business Owners. With expertise in growth management, creative problem solving and profitability strategy, Brooke has been named ‘Top 25 Women to Watch,'  2016 - 2020 Diversity Journal ‘Women Worth Watching', and ‘Fort Worth's 2016 CFO's of the Year'. She is a highly regarded international speaker and the author of several books, including an international best-seller. Brooke has been featured in international media including CNBC, Forbes, US News and World Report, Fort Worth Business Press, Authority Magazine and on podcasts such as Mission Matters, The American Bar Association Modern Law Library, and The Entrepreneur Way. "Business owners have a higher risk tolerance than employees, who do not. He who bears the risk should get the reward, so make sure you pay yourself." — Brooke Lively To learn more about Brooke and her work, check out her website. You can also buy her books, From Panic to Profit and 6 Key Numbers Every Entrepreneur Should Know to Achieve Peak Profitability, and connect with her on Facebook, Instagram, and LinkedIn. Let's meet Brooke Lively. Brooke Lively Show Notes

On this episode, Ami Kassar interviews Brooke Lively, CEO and Founder of Cathedral Capital, on the best advice for business owners about how to get on top of their numbers and stay in control of their business. Brooke is the CEO and Founder of Cathedral Capital, a team of CFOs and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. After earning her MBA in Investments and Corporate Finance, Brooke built a 7- figure company in under 2 years. As a Chartered Financial Analyst (CFA), she and her team work with Hall of Famers, INC 5000 businesses, CEOs, and Small Business Owners. With expertise in growth management, creative problem solving, and profitability strategy, Brooke has been named ‘Top 25 Women to Watch,' 2016 - 2020 Diversity Journal ‘Women Worth Watching', and ‘Fort Worth's 2016 CFOs of the Year'. She is a highly regarded international speaker and the author of several books, including an international best-seller. Brooke has been featured in international media including CNBC, Forbes, US News and World Report, Fort Worth Business Press, Authority Magazine, and on podcasts such as The American Bar Association Modern Law Library, The Entrepreneur Way, and The Law Entrepreneur. Recorded 02/28/2022.

Brooke Lively is the CEO and Founder of Cathedral Capital, a team of CFO's and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. After earning her MBA in Investments and Corporate Finance, Brooke built a 7- figure company in under 2 years. As a Chartered Financial Analyst (CFA), she and her team, work with Hall of Famers, INC 5000 businesses, CEO's, and Small Business Owners. With expertise in growth management, creative problem solving and profitability strategy, Brooke has been the named ‘Top 25 Women to Watch,' 2016 - 2020 by Diversity Journal ‘Women Worth Watching', and ‘Fort Worth's 2016 CFO's of the Year'. She is a highly regarded international speaker and the author of several books, including an international best-seller. Brooke has been featured in international media including CNBC, Forbes, US News and World Report, Fort Worth Business Press, Authority Magazine and on podcasts such as Mission Matters, The American Bar Association Modern Law Library, and The Entrepreneur Way.

How do you go from panic to profit in your business? Brooke Lively, Founder and President of Cathedral Capital, is here to share the six key numbers that can make a six-figure difference in your law firm. Brooke Lively fired her biggest client in 2015. This client was responsible for 94.3% of her business. After that, she lost money for 26 months in a row. Losing money every month led to many sleepless nights, worrying if her company would make it. Lack of information is the root of anxiety. Brooke realized that to save her company, she would have to start acting as if it were her client. This realization meant that she would have to start making data-driven decisions based on the good, the bad, and the ugly information she had. In this episode, you will learn to start making more informed data-driven decisions to get your business back on track. What You Will Learn The 6 key numbers you need to know to run a profitable business What you REALLY need to know about your cash flow Why owner compensation is a key number How to shift from being reactive to being proactive Which numbers will help you get back on track How to apply the rule of thirds to your business Links and Resources www.cathcap.com/HiringandEmpowering Panic to Profit by Brooke Lively https://www.amazon.com/Panic-Profit-Brooke-Lively/dp/1946533904/ref=sr_1_1?crid=1MC1H3X2KAG1W&dchild=1&keywords=from%20panic%20to%20profit%20brooke%20lively&qid=1598463570&sprefix=from%20panic%20to%20profit%2Caps%2C163&sr=8-1 Download the Profit Finder https://www.cathcap.com/profitfindermolly Connect with Brooke https://www.cathcap.com/ Connect with Molly Hiring & Empowering Solutions on Facebook www.hiringandempowering.com https://www.linkedin.com/in/molly-hall  

You work so hard every day in your firm to build a more profitable practice. But then you take a look at the numbers, and wonder why there isn't much income left at the end of the day for you.Budgets can feel overwhelming. We create them to help us stay on target, but feel like money is being spent everywhere – how is it really contributing to your bottom line?In this episode, I speak with Brooke Lively, Founder of Cathedral Capital, to talk about why budgets suck, and how to run a more profitable business.Cathedral Capital is a company made up of a team of CFO's and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. Brooke is a highly regarded international speaker and author. With expertise in growth management, creative problem solving and profitability strategy, Brooke has been featured in international media including Forbes, CNBC, and US News and World Report.We talk about: The Rule of Thirds when it comes to finance for your business The importance of designing a compensation plan that is right for your firm Different ways to diversify your compensation options Benefits of a profit plan and how it can help you strategize effectively Resources mentioned in this episode: From Panic to Profit: How 6 Key Numbers can make a 6-Figure Difference in your Law Firm by Brooke Lively No Ego by Cy Wakeman The EOS Life by Gino Wickman

You work so hard every day in your firm to build a more profitable practice. But then you take a look at the numbers, and wonder why there isn't much income left at the end of the day for you. Budgets can feel overwhelming. We create them to help us stay on target, but feel like money is being spent everywhere – how is it really contributing to your bottom line? In this episode, I speak with Brooke Lively, Founder of Cathedral Capital, to talk about why budgets suck, and how to run a more profitable business. Cathedral Capital is a company made up of a team of CFO's and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. Brooke is a highly regarded international speaker and author.  With expertise in growth management, creative problem solving and profitability strategy, Brooke has been featured in international media including Forbes, CNBC, and US News and World Report. We talk about: The Rule of Thirds when it comes to finance for your business The importance of designing a compensation plan that is right for your firm Different ways to diversify your compensation options Benefits of a profit plan and how it can help you strategize effectively Resources mentioned in this episode: From Panic to Profit: How 6 Key Numbers can make a 6-Figure Difference in your Law Firm by Brooke Lively No Ego by Cy Wakeman The EOS Life by Gino Wickman

You work so hard every day in your firm to build a more profitable practice. But then you take a look at the numbers, and wonder why there isn't much income left at the end of the day for you. Budgets can feel overwhelming. We create them to help us stay on target, but feel like money is being spent everywhere – how is it really contributing to your bottom line? In this episode, I speak with Brooke Lively, Founder of Cathedral Capital, to talk about why budgets suck, and how to run a more profitable business. Cathedral Capital is a company made up of a team of CFO's and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. Brooke is a highly regarded international speaker and author.  With expertise in growth management, creative problem solving and profitability strategy, Brooke has been featured in international media including Forbes, CNBC, and US News and World Report. We talk about: The Rule of Thirds when it comes to finance for your business The importance of designing a compensation plan that is right for your firm Different ways to diversify your compensation options Benefits of a profit plan and how it can help you strategize effectively Resources mentioned in this episode: From Panic to Profit: How 6 Key Numbers can make a 6-Figure Difference in your Law Firm by Brooke Lively No Ego by Cy Wakeman The EOS Life by Gino Wickman

Brooke Lively specializes in helping entrepreneurs turn their companies into profitable businesses. Prior to consulting, she was the administrator for a seven-figure small law firm which she helped to build from the ground up. She also serves as a Receiver in Texas with a special interest in family-owned and operated companies and other assets in dispute. Her 6 Key Numbers book series includes, 6 Key Numbers® Every Entrepreneur Should Know and 6 Key Numbers Every Psychologist Should Know. Listen in...

Brooke Lively is President and Founder of Cathedral Capital. Brooke grew up in a family of entrepreneurs, soaking in the American dream of building something from scratch. Bored during her public education, she spent her last few years at boarding school.Brooke started honing her skills as she ran departments at Nordstrom, worked for Ethel Kennedy, and helped her father scale his law firm.In this episode, Brooke and Luke talk about what it's like to be steeped in debt, waiting for a new credit card to do a cash advance to make payroll, being good with numbers despite not excelling in math classes, and why every good party involves champagne.Law Firm SEO by Jason HennesseyGet it on AmazonDownload on AudibleSupport the show

In the last episode, Luke interviewed Brooke Lively, President and Founder of Cathedral Capital. We heard about Brooke's life story and how Cathedral Capital came to be.This week's conversation highlights Cath Cap and what they're all about. The goal of this conversation between Brooke and Luke is to help listeners like you understand if what Brooke's company has to offer is something that would benefit you or someone you know.Listen in to Luke and Brooke's conversation as they discuss who Cath Cap is best suited to help, who they really aren't good for, and why a law firm may or may not want to hire them.Support the show

Have you ever considered the role of profit in a law firm? No, I mean, really thought about what it is, why it exists, whether it should be a part of your firm, and/or how to grow it. If so, then this episode is for you. Brooke Lively is the founder and CEO of Cathedral Capital. Her mission is pretty simple: make law firms more profitable. And she's written a book for lawyers all about it: it's called From Panic to Profit. In this episode of Financially Legal we talk with Brooke not only about profit but about how every firm - yes, even flat fee and personal injury firms - needs to leverage the billable hour. We discuss accounts receivable (AR) at law firms, how AR problems begin with the engagement letter, how saving a client credit card changes how you think about your law practice, and much more. Download the 5 Pieces of the AR puzzle from Brooke and Cathedral Capital.

In this episode, Brooke Lively, Founder of Cathedral Capital, virtually visited the Lexicon studio and chatted with hosts Lauren Hoffmann and Brad Paubel about improving law firm collection rates and the strategy behind cash flow forecasting. The trio dives into the average collection rate for... The post Improving Your Firm's Collection Rates – The LeXFactor appeared first on Lexicon.

In this episode of The LeXFactor, a lawfully good podcast, Lexicon Brand Manager Lauren Hoffman and special co-host Sr. PR Manager Randy Schorfheide are joined by Brooke Lively, CEO and Founder of Cathedral Capital – a team of CFO's and profitability strategists who help lawyers... The post What's Your Capacity for Profitability? – The LeXFactor appeared first on Lexicon.

  Brooke Lively says that she came to realise that most business owners are a little intimidated by their numbers, they don't know what they're saying and they don't know how to use them. "People start a business from a point of passion" she says "and they don't have the training and so they feel stressed and frustrated. That's why my business is here - to help small companies become more profitable" Brooke Lively is Founder of Cathedral Capital which serves as bookkeeper, accountant, fractional CFO to (mostly) law firms No matter what your business, Brooke has help for you in this episode.  She goes into detail about pricing from a few different perspectives. She talks about her "Rule of thirds" which is their unique way of working with clients. Brooke is super smart and funny and cares enormously about her clients and her team. She has built this highly successful business completely from scratch and "almost by accident" Where can you find Brooke? website: https://www.cathcap.com   social media links: https://www.linkedin.com/in/brookelively/ https://www.instagram.com/cathedralcapital/ https://www.facebook.com/CathedralCapital/   Book by Brooke Lively: From Panic to Profit: How 6 Key Numbers can make a 6-Figure Difference in your Law Firm The Above the Line, Below the Line video she mentions: https://www.youtube.com/watch?v=fLqzYDZAqCI   You can find me, Ingrid Thompson: website: www.healthynumbers.com.au LinkedIn: linkedin.com/in/ingridthompson Take Your Business Financial Health Check click here My guess is you are listening to these podcasts because ..... My guess is that you are here because you are a business owner and what you really want - is to build and grow a successful business - whatever that means to you. We know that business owners want to feel more confident when it comes to the money side of business. Take Your Business Financial Health Check click here Having a successful business might mean making business decisions with reliable information - facts & data as well as your "gut feel." …  ultimately you want to do what you do best AND have a successful business AND make a difference. I'm here to help you. Everything I do in my business, every decision I make is based on this question:  Will this make a difference? Will this help you, my listener - will this help you to build your business? will this help you to create your successful, viable and robust business so you can achieve Financial Independence? This is why I do what I do There are 2 ways you can access all my best material: I regularly run webinars on a range of money related topics: Managing Cash Flow so you never run out of money Understanding where your money goes - getting those expenses sorted out Understanding the Profit First book Pricing - getting it right for your studio The things you need to know before signing a commercial lease How to make more money ... and many other topics If you'd like the replay of any of these recent webinars, please email me ingrid@healthynumbers.com.au and put "Replay" in the subject and let me know which one you'd like to watch. I'll send you the link to the replay AND Read my book! It is a Business 101 and can answer pretty much all your business questions. This book is designed to help you build your business - whether you are starting from scratch and creating something new or you have been in business for a couple of years and want to build from your foundations. The book is your step by step guide to building a business smarter and faster. "So You Want to Start a Business" Order your copy now from Booktopia, Amazon or Book Depository It's so exciting to be sharing it with you. If you prefer the kindle Head straight to Amazon Happy reading!   Truly, I'm always keen to hear from you. Please send me an email ingrid@healthynumbers.com.au I answer all my own emails

Any entrepreneur can have the best mission in the world and the best intent, but if you don't manage by the numbers, you may wake up one day finding out that the business managed you. On today's show, Brooke Lively from Cathedral Capital sits down with Doug C. Brown to discuss how businesses can grow their revenue and elevate their businesses by managing their numbers. Brooke is the CEO and Founder of Cathedral Capital and the author of a great book called From Panic to Profit. Join Doug and Brooke in this discussion and learn why looking at the numbers helps you grow and elevate your business and keeps your business from owning you!

Brooke Lively is the founder of Cathedral Capital and the author of From Panic to Profit: How 6 Key Numbers Can Make a 6-Figure Difference in Your Business. In this interview, she shares her experience and insight on how to take control of your business finances and create a clear picture of where your business is at, and where it's going.

784 - Fractional CFOs with Cathedral Capital's Brooke Lively

This week on Maximum Mom your host Elise Buie joins Brooke Lively and Pam Meissner of Cathedral Capital. Brooke Lively is the Founder of Cathedral Capital, a team of CFO's and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies.  With expertise in growth management, creative problem solving and profitability strategy, Brooke has been featured in international media including Forbes, CNBC, and US News and World Report.Pam is a unicorn of sorts. She is a CPA by schooling and experience and then she took the road less traveled. She worked for Large Accounting Firms, Multinational Corporations and Entrepreneur entities. In a career that spanned many decades, she has been a CPA, CFO, COO, CEO, StayAtHome mom, retiree and now a Coach of sorts. She worked in several countries in several continents. Pam hails from the best Fort Ever – Fort Wayne, IN. While she didn't grow up here, she is a Hoosier through and thru.Watch the interview here.Subscribe to Maximum Mom on your favorite podcast player so you never miss an episode!

lovethylawyer.comA transcript of this podcast is easily available at lovethylawyer.com.Go to https://www.lovethylawyer.com/blog for transcripts.Brooke LivelyBrooke Lively is the CEO and Founder of Cathedral Capital, a team of CFO’s and Profitability Strategists who help entrepreneurs turn their Businesses into profitable companies.  She and her team work with Hall of Famers, INC 5000 businesses, CEO’s, and Entrepreneurial Small Business Owners.  With expertise in growth management, creative problem solving and profitability strategy, Brooke has been named the ‘Top25WomentoWatch’, and ‘Fort Worth’s 2016 CFOs of the Year’ and is a highly regarded speaker and author. Brooke has been featured in international media including CNBC, Forbes,   Fort Worth Business Journal, Diversity Journal, and Attorney at Work.  In her empowering and enlightening book “From Panic to Profit: How 6 Key Numbers can make a 6-Figure Difference”, Brooke Lively has compiled and condensed her MBA and everything she has learned helping lawyers grow and scale their firms. It is a crash course to discover, understand, and learn how to monitor and use, the important “numbers” in your firm. Check out Brooke's website for links to all of her services and books, including From Panic to Profit.Brooke's Free Four Part Coursehttps://www.cathcap.com/  Louis Goodman www.louisgoodman.com louisgoodman2010@gmail.com 510.582.9090  Musical theme by Joel Katz, Seaside Recording, Maui Technical support: Bryan Matheson, Skyline Studios, Oakland  We'd love to hear from you.  Send us an email at louisgoodman2010@gmail.com. Please subscribe and listen. Then tell us who you want to hear and what areas of interest you’d like us to cover.  Please rate us and review us on Apple Podcasts.   

The big question is: if ‘Werewolves of London' had never been a hit, would anyone have ever heard of Warren Zevon? His mainstream popularity may have been limited, but with a cult following and a catalogue of humorously cutting songs, Jared thinks Zevon's career deserves some recognition. (1:42) Next, the past year's challenges have made many law firms take a hard look at their financials and realize… they've got a big ol' mess. Jared welcomes Brooke Lively to discuss moves smart law firms should make to have a future-ready, data-driven financial management plan. (9:10) And, finally—the Rump Roast! Jared and Brooke play “Number One Fan” to find out whether their personal preferences line up with favorites of the American masses. (28:25) Brooke Lively is the CEO and founder of Cathedral Capital, a team of CFOs and profitability strategists who help entrepreneurs turn their businesses into profitable companies.  Our opening track is Two Cigarettes by Major Label Interest. The Legal Trends Report Minute music is I See You by Sounds Like Sander. Our closing track is L'apparition by Bellodrone. Special thanks to our sponsors Scorpion, TimeSolv, Alert Communications and Clio.

The big question is: if ‘Werewolves of London' had never been a hit, would anyone have ever heard of Warren Zevon? His mainstream popularity may have been limited, but with a cult following and a catalogue of humorously cutting songs, Jared thinks Zevon's career deserves some recognition. (1:42) Next, the past year's challenges have made many law firms take a hard look at their financials and realize… they've got a big ol' mess. Jared welcomes Brooke Lively to discuss moves smart law firms should make to have a future-ready, data-driven financial management plan. (9:10) And, finally—the Rump Roast! Jared and Brooke play “Number One Fan” to find out whether their personal preferences line up with favorites of the American masses. (28:25) Brooke Lively is the CEO and founder of Cathedral Capital, a team of CFOs and profitability strategists who help entrepreneurs turn their businesses into profitable companies. Our opening track is Two Cigarettes by Major Label Interest. The Legal Trends Report Minute music is I See You by Sounds Like Sander. Our closing track is L'apparition by Bellodrone. Special thanks to our sponsors Scorpion, TimeSolv, Alert Communications and Clio.

The big question is: if ‘Werewolves of London' had never been a hit, would anyone have ever heard of Warren Zevon? His mainstream popularity may have been limited, but with a cult following and a catalogue of humorously cutting songs, Jared thinks Zevon's career deserves some recognition. (1:42) Next, the past year's challenges have made many law firms take a hard look at their financials and realize… they've got a big ol' mess. Jared welcomes Brooke Lively to discuss moves smart law firms should make to have a future-ready, data-driven financial management plan. (9:10) And, finally—the Rump Roast! Jared and Brooke play “Number One Fan” to find out whether their personal preferences line up with favorites of the American masses. (28:25) Brooke Lively is the CEO and founder of Cathedral Capital, a team of CFOs and profitability strategists who help entrepreneurs turn their businesses into profitable companies. Our opening track is Two Cigarettes by Major Label Interest. The Legal Trends Report Minute music is I See You by Sounds Like Sander. Our closing track is L'apparition by Bellodrone. Special thanks to our sponsors Scorpion, TimeSolv, Alert Communications and Clio.

Brooke Lively is the CEO of Cathedral Capital. She and her company help provide the missing piece in understanding the financial picture of the law firm you are trying to manage. Many of us have a bookkeeper and an accountant, but that's only two-thirds of what you need. They both focus on past finances and make sense of what's already happened, but they don't give a clear look at what your law firm could be moving forward. Cathedral Capital offers fractional CFOs to law firms to help you pull this information together and use your resources wisely. Resources: https://www.cathcap.com/ (cathcap.com) Email: brooke@cathcap.com Facebook: http://facebook.com/cathedralcapital (facebook.com/cathedralcapital) LinkedIn: http://linkedin.com/company/cathedralcapital (linkedin.com/company/cathedralcapital) Instagram: http://instagram.com/cathedralcapital (@cathedralcapital) If you've enjoyed the podcast, http://getpodcast.reviews/id/1086406592 (please head to Apple Podcasts and leave a rating & review for the show)! It only takes a moment, and really helps me to reach new listeners. You can also http://www.thelawentrepreneur.com (head to the website at TheLawEntrepreneur.com) for more information on the podcast and my legal services. -- Thank you to our sponsors! https://confirm.spotlightbranding.com/tle/ (Spotlight Branding) - A legal marketing company that works with solo and small law firms to increase referrals. Go to https://confirm.spotlightbranding.com/tle/ (spotlightbranding.com/TLE) for a better way to market your law practice. http://ruby.com/ (Ruby Receptionist) - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to http://ruby.com/ (ruby.com) or call 844.895.7829 https://www.marketcircle.com/ (Daylite) - The all-in-one contact relationship manager. If you feel like it's time to upgrade from spreadsheets to a CRM, visit https://www.marketcircle.com/ (marketcircle.com) and get your first month free when you mention Law Entrepreneur. The Law Entrepreneur is a production of http://crate.media (Crate Media)

On this week’s episode of the Wealthy Woman Lawyer® Podcast, we speak with Brooke Lively, Founder and CEO of Cathedral Capital. As a Chartered Financial Analyst, Brooke specializes in helping entrepreneurs turn their companies into profitable businesses by working with closely held companies with revenues up to 10 million dollars. She is the author of the 6 Key Numbers book series, which includes From Panic to Profit: How 6 Key Numbers Can Make a 6 Figure Difference in Your Law Firm.Brooke laments the fact that most law schools don’t actually teach aspiring attorneys how to run a business. “You’d think law school would prepare you better,” she says, “knowing that an attorney is going to open their own firm. But they don’t and it’s such a shame.”We chat with Brooke about her top tips on laying a solid foundation for your business as a new attorney, as well as: Your ideal first hire Vanity numbers and what you should be looking at instead What “cash is king” actually means in practice How and why to run a law firm on the “Rule of Thirds” Percentage of your budget you should spend on marketing And more.

Brooke Lively helps entrepreneurs sleep better at night. I should know, I'm one she has helped. Brooke is the founder and CEO of Cathedral Capital, a company that helps business owners become profitable and thriving. Her company provides financial strategy as well as outsourced CFO, accounting and bookkeeping services. Brooke and her team have worked with hundreds of businesses and over the course of time have identified six key numbers that every entrepreneur should actively chart in their business. On this episode we dive into those numbers, four of which are forward looking and two help keep the finances on track. The six include: Cash Flow Forecast, Owner Compensation, Work in Progress, Sales Calls Booked and Net New Engagements. The principles that Brooke outlines applies to all industries and business types. So whether you operate a retail store, sell products online, have a service based business or manage a law firm, these six numbers apply. If you're looking to grow your business financial intelligence or improve the performance of your company, this podcast is for you. It's full of actionable tips, spoken in easy to understand terms, and filled with extra reference resources. To learn more about Brooke and Cathedral Capital and to download your free copy of their Cash Flow Forecast worksheet, visit their website: https://www.cathcap.com/fiercelab FOLLOW FIERCE LAB Follow Fierce Lab on Instagram for the latest updates: https://www.instagram.com/fiercelab/ JOIN OUR EMAIL LIST If you'd like to receive more information about our upcoming episodes for Fierce Lab including tips, tools and resources, go to our website www.fiercelab.tarawilson.com and sign up for email list. Please be sure to SUBSCRIBE, REVIEW and SHARE Fierce Lab with women who are looking for community and tools for leveling up.

Does your organization have a CFO? Regardless of whether you have one within your business, you may benefit by having multiple CFOs who can contribute and collaborate with you to quickly and systematically expand your business's knowledge and growth. Brooke Lively is the founder and President of Cathedral Capital, a team of CFO's and Profitability Strategists who help entrepreneurs turn their companies into profitable businesses. After earning her MBA in Investments and Corporate Finance, Brooke built a seven-figure company in less than two years. As a Chartered Financial Analyst (CFA), she and her team work with Hall of Famers, INC 5000 businesses, CEO's, and Small Business Owners. We discussed the advantages of using additional advisors and how her company works with businesses including: ·        Understanding the cash flow process. ·        Her Six Number process. ·        Streamlining methods for understanding product price structures. ·        How Fractional CFOs can contribute to your organization's growth. ·        Understanding marketing strategies for profitability. ·        Client conversion cycles. Having a team of CFOs can give a new perspective to operating your business. Please let me know your thoughts! Connect with Brooke: Website: www.cathcap.com LinkedIn: www.linkedin.com/in/brookelively and https://www.linkedin.com/company/cathedralcapital/?viewAsMember=true Facebook: https://www.facebook.com/CathedralCapital Instagram: https://www.instagram.com/cathedralcapital/ Twitter: https://twitter.com/cathcapcfo?lang=en Book on Amazon: From Panic to Profit Connect with Ricardo Matos Website:  https://srsfranchise.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Money Talks, Hugh interviewed, Author, CFA, Executive Coach and President of Cathedral Capital in Ft. Worth, Texas, Brooke Lively. Cathedral is, A team of CFOs and Profitability Strategists who help attorneys with fast-growing firms across the country turn their companies into profitable, thriving businesses so the owner can create the life they want. We discussed: 1) What is Cathedral Capital and its process 2) Brooke's 30K Ft view of the Small Business Owner now and new opportunities 3) Brooke talks about her concept of Good, Better, Best, a thoughtful process for all Business Owners to think through Hugh Meyer - https://instagram.com/hughmeyerofficial https://www.linkedin.com/in/hughmeyer/ Brooke Lively - linkedin.com/in/brookelively

Brooke Lively joined the Learning from Smart People Podcast to talk about the keys to move from panic to profit in your business. She is the CEO and founder of Cathedral Capital and helps entrepreneurs turn their businesses into profitable companies. Here are several things to listen for any interview: Brooke Lively's story of how (and why) she started her business The difference between following your passion and running a business Enhancing communication about finances and business The 6 key numbers that will tell you where your business is and where it's going What each of those 6 numbers tells you You can connect with Brooke Lively through her website or on social media through the links below: Website: https://www.cathcap.com/ Facebook: https://www.facebook.com/CathedralCapital/ Instagram: https://www.instagram.com/cathedralcapital/ Linkedin: https://www.linkedin.com/in/brookelively/ Thanks for listening to the Learning from Smart People Podcast! Please Subscribe, leave a comment and follow us on social media: Twitter: http://twitter.com/LFSPPodcast Instagram: http://instagram.com/LFSPPodcast Facebook: http://facebook.com/LFSPPodcast LinkedIn: https://www.linkedin.com/company/lfsppodcast/ YouTube: https://www.youtube.com/channel/UCbWV_LuUad7ZWuE9j5D9v-w You can also use the “Contact” page on the “Learning from Smart People” website: https://www.learningfromsmartpeople.com/

Brooke Lively is the Founder of Cathedral Capital, a team of CFO's and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. With expertise in growth management, creative problem solving and profitability strategy, Brooke has been featured in international media including Forbes and CNBC. “it's really to know your value. That was probably the biggest problem that I had and it's probably the biggest problem that most of our clients have when they come to us. In fact, virtually every sales call that I have we end up talking about the persons value of what they provide and most people leave having upped their hourly rates whether they hire us not. And it's hard because what's easy for you, you don't place any value on. You don't place a lot of value on your passion. The fact of the matter is other people need that skill set and it has an immense amount of value. And once you can reconcile that it makes all the difference in the world”…[Listen for More] Click Here for Show Notes To Listen or to Get the Show Notes go to https://wp.me/p6Tf4b-7Bw

Brooke Lively is the leader of Cathedral Capital a virtual CFO company the works to help you understand your company's finances and numbers to build a profitable entity..

Many firms are looking to grow their revenue and practice. But how many know how to do this consistently over time? In this episode,  Adam Torres and Brooke Lively, President and Founder at Cathedral Capital, Inc. and Author of From Panic to Profit, How 6 Key Numbers Can Make a 6 Figure Difference in Your Law Firm, explore how Cathedral Capital is helping firms succeed. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/

Steve G. Jones board certified  Clinical Hypnotherapist . He is the author of 22 books on Hypnotherapy. He is a member of the National Guild of Hypnotists, American Board of Hypnotherapy, president of the American Alliance of Hypnotists, on the board of directors of the Los Angeles chapter of the American Lung Association, and director of the California state Brooke Lively President of Cathedral Capital, Inc., where she functions as a financial consultant specializing in closely held companies with revenues up to 10 million dollars.  She advises firms to help them make the strategic financial decisions necessary to grow their businesses Drew Burks designing and implementing online automated marketing campaign funnels. He has built automated campaign funnels for Business Professionals ranging from Doctors, Sales Coaches, Business Coaches, Health Coaches, Real Estate Companies, Fitness Companies and several startup companies.He co-founded Just Funnel It and (AD)Ventures Fund For more information go to MoneyForLunch.com. Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!

Roger Whitney known as The Retirement Answer Man. He began his career as a Financial Advisor in 1991. This allowed him to witness first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience solidified for him that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients and have the heart of a teacher. In 2003 he left, at the time, the largest private bank in the world and, with two wonderful partners, established WWK Wealth Advisors Judy Reeves writer, teacher, and writing practice provocateur who has written four books on writing, including the award-winning A Writer's Book of Days. In addition to leading private writing groups, Judy teaches at UC San Diego Extension and at San Diego Writers, Ink, a nonprofit literary organization she cofounded  Brooke Lively President of Cathedral Capital, Inc., where she functions as a financial consultant specializing in closely held companies with revenues up to 10 million dollars.  She advises firms to help them make the strategic financial decisions necessary to grow their businesses. Brooke and her team currently serve as CFOs for over forty fast growing entrepreneurial companies around the nation

Bill Bartmann Founder and CEO of CFS2 and an aggressive advocate for reform of the debt-collection industry, said, “I am convinced we are on the right track to reforming an industry of rampant abuse and Governor Henry will play a big role in helping to deliver our message to regulators and capital sources.  His commitment to be a part of our company is proof of his belief that what we are doing is important and that we have the ability to change millions of lives Brooke Lively President of Cathedral Capital, Inc., where she functions as a financial consultant specializing in closely held companies with revenues up to 10 million dollars. She advises firms to help them make the strategic financial decisions necessary to grow their businesses Kirk Chisholm has been a licensed investment advisor and wealth manager for 16 years. He has successfully managed portfolios over 2 full market cycles. He has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations Patrick van der Pijl CEO & Strategy Designer at Business Models Inc. and producer of the worldwide bestseller Business Model Generation. He helped Board of Directors, Top Leaders and Innovation Teams of more than 300 (international) organizations to innovate their business model and design a future strategy.  He is an international keynote speaker and frequently delivers speeches and workshops at innovation events worldwide