Podcast appearances and mentions of debra angilletta

See what the team at The Successful Bookkeeper has on right now → Your clients' financials tell one story. What your clients think about their business tells another. In this episode, fractional CFO, course creator, and speaker Debra Angilletta returns to show how closing that gap — through simple, curiosity-driven conversations — is the most direct path to selling advisory services. No complicated sales process required. Chapters [00:00] Opening Quote and Intro [01:35] Meet Debra Angilletta [03:30] Why Bookkeepers Struggle to Sell Advisory [06:10] The "Curious" Question Technique [09:20] Staying Human in a Digital World [11:50] Finding Your First Five Clients [14:30] The Advisory Transformation [17:30] What 100 Business Owners Said [20:30] About the Book: Hidden Profits [22:40] Rapid Fire: Steps to Take Now The Missing Half of the Story Numbers give you the facts; your client's perspective gives you the context. Debra frames advisory as the natural result of putting those two pieces together: "When you put those two pieces of information together, that's where the magic happens, and that's where you can fill the gap." The good news is you already have one half. You just need to ask for the other. One Word That Changes Everything If you're not sure how to start a probing question without sounding nosy or accusatory, Debra has a single practical fix: lead with "curious." Saying "Curious — I noticed this in your books, can you tell me more?" removes any sense of blame, gives your client permission to explore rather than defend, and opens the conversation rather than closing it down. It's a small shift with a big effect on how clients respond. Finding Your First Five You don't need to overhaul your entire practice to get started. Debra's advice is to scan your client list, pick five people who seem most open to a deeper conversation, and book a 30-minute call — framed simply as "I saw some interesting things in your books that might be of value." That's it. The goal isn't to pitch advisory on the spot; it's to practice having the conversation. "There's nothing complicated here," Debra says. "I don't want to make it complicated for your audience at all." Business Owners Are Waiting for You to Ask Debra interviewed 100 small business owners while writing her book Hidden Profits, and the finding stopped her in her tracks. When she asked what they wished their bookkeeper did that they weren't doing, the answer was overwhelming: more strategic advisory. "I wish they would give me information that I can use to drive my business forward." Most business owners operate in isolation, with no one to think out loud with — and your existing financial relationship puts you closer to that trusted-advisor seat than you might realize. The Transformation on the Other Side Bookkeepers who start having these conversations consistently go through a noticeable shift. Debra sees it regularly: once they experience what advisory conversations feel like, they want more of them. More importantly, the relationship with the client changes. "It actually uplevels you to partnership level... they're going to see you as that trusted advisor." The compliance work stays valuable — but it's no longer the ceiling on what the relationship can be. Links Mentioned Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days by Debra Angilletta — findmyhiddenprofits.com (free download of first 3 chapters) or search "Hidden Profits" on Amazon MasterMySales.com — Debra's sales training for financial professionals PureBookkeeping.com — episode sponsor thesuccessfulbookkeeper.com — show resources and guest links About the Guest Debra Angilletta is a fractional CFO, course creator, and speaker at MasterMySales.com who specializes in helping bookkeepers, accountants, and financial professionals sell and deliver advisory services with confidence. She works primarily with small business owners in the $500K–$3M revenue range and is the author of Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days. Debra is a returning speaker at The Successful Bookkeeper Summit and a consistent audience favourite. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

Welcome to another episode of MOJO: The Meaning of Life and Business! In today's episode, host Jennifer Glass dives into one of the most critical—yet often confusing—topics for business owners everywhere: cash flow. Forget just focusing on income and expenses; Jennifer Glass and her guest, Wall Street veteran and business finance expert Debra Angilletta, break down the real meaning of cash flow, why it's so essential for your business's survival, and how mastering the timing of your money can mean the difference between merely making ends meet and thriving.You'll hear simple, actionable strategies tailored for both retail and service-based business owners, learn how to time expenses and receivables to your advantage, and discover why “revenue feeds your ego, but profit feeds your family.” Plus, Debra Angilletta introduces the Profit First methodology, explains the importance of separating personal and business finances, and shares ninja-level tips for optimizing your cash flow—so you always have more money left at the end of the month.If you want to take control of your business's finances, scale profitably, and redefine what success means in your journey, this episode is for you!About my guest: With over 20 years of experience on Wall Street, Debra Angilletta helps high-performance CEO's and Founders take control of their cash flow, grow profits, and scale successfully. Using proven frameworks, Debra simplifies business finances empowering business owners to make confident decisions, hire strategically, and achieve lasting success.Connect with Debra on Facebook, LinkedIn, and on the web at nextlevelceo.bizKeywords: cash flow, small business, business owners, revenue, profit, expenses, business finance, profitability, retail business, service business, inventory management, timing of payments, auto billing, invoicing, net 30 terms, business credit card, personal vs business expenses, Profit First, Mike Michalowicz, profit margins, scaling business, consulting business, ACH payments, payment terms, cash management tools, tax implications, business bank accounts, vendor management, business sustainability, credit line, cash flow strategies, American Express, AmEx

Welcoming Debra Angilletta to the HVAC Financial Freedom podcast! Debra is the CEO & Founder of Angilletta & Associates, a former Wall Street Trader, and is certified in the advanced level implementation of the Amazon Best Seller - "Profit First" from NY Times best-selling author Mike Michalowicz. In this podcast, Debra taught us how the Profit First methodology can help you retain more profits in your HVAC business, and you'll also learn... 0:19 Introducing Debra Angilletta 2:11 Debra's Background And How She Got Into the Finance Industry 4:18 Debra's Working Experience on Wall Street 6:38 What Inspired Debra to Take a Leap to Entrepreneurship 8:16 What is the "Profit First" Method and How It Can Boost Your Business's Profits 10:07 "Profit First" is Better For Entrepreneurs Than Traditional Profit Formula 12:07 Profit First Concept Made Easy: Set Small Plates For Your Business 17:05 Implementing the "Profit First" Formula Creates Steady and Sustainable Income in Your Business 20:37 Bridging The Gap: Profit First & GAAP Accounting Principles 23:33 How to Start Using the Profit First System - Follow These 3 Easy Steps! 24:23 About the Book: "Profit First" by Mike Michalowicz (A Must-Read!) 25:02 What Does Financial Freedom Mean to Debra and Ways to Achieve It 28:00 Don't Be Afraid To Take The Leap For Financial Freedom 32:15 How to Network and Invest Your Way to Financial Freedom 35:33 FREEBIE! Get Your Copy of "5 Secrets to Success Hiding Inside Your Financials" E-Book 37:26 Connect with Debra So sit back, listen in, and enjoy this conversation!

Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve.  Debra and Roger offer actionable steps that any accounting professional can take to comfortably use to get the next new client. This is an energetic conversation that you are sure to enjoy and use to improve your sales processes.  Get ready to take some good notes on topics ranging from: Identifying and using your Inside Voice – your inner voice Sales make the work go round, consider it first things first when it comes to your business. Sales are the things that makes money move, why? Because “nothing happens until you make a sale”! How to use ROI, Return to Investment when making an offer? Listen to Debra as she shares a role play example that you don't want to miss. Does your offer make sense, for example would you buy from yourself and is the offer related to the desired outcome that the potential client stated? Are you ready to play the confidence game and extend the “no-brainer-offer” What are the 3 common objections and what are they really? Buying Signs! What can you do to creating trust or build rapport and why is it important? And so much more

When you're looking for potential clients, you might be hesitant to start because you don't know how to talk with them and if you're going to be rejected or not. Identifying your ideal client is not easy. It's a lot of hard work pulling yourself up. You've got to hustle to bring in money. You have to know how to start and build strong relationships with people. How do you do that? Listen to this episode as Michelle Weinstein and Debra Angilletta discuss having that interaction and reaching out to people in the most effective way. Debra is a master profit first professional, sales mastery instructor, and the founder and CEO of MasterMySales.com. Debra emphasizes that starting is not a dreadful process, and you can still have fun getting the right quality clients. She believes that there are so many interesting things that you can bring to the table and talk about with business owners. She shares the strategies she implemented in getting her first ten paying clients. Find out what you can do to start driving revenue and utilizing tools for your success! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Sales. It's a struggle for many bookkeepers, but it's a skill that can definitely be learned and effectively implemented. Debra Angilletta is the creator of Sales Mastery which is an online course for accountants and bookkeepers. She has some insight into how you can be better at sales without it being a painful process for you. During this interview, you'll learn... The importance of knowing your ideal clients & niching your business Tips on making a sale & the order to do it The significance of asking questions & tonality To learn more about Debra, visit MasterMySales.com.  To connect with her on LinkedIn, go here.  This episode is sponsored by our friends at SweetProcess. To begin your free 28-day trial visit SweetProcess.com/successfulbookkeeper today.

Debra Angilletta is the CEO and Founder of Angilletta & Associates whose focus is on working with Information Security &Technology companies to develop their young leadership teams. A former Wall Street executive, Debra’s executive leadership coaching is the result of her street smarts and battle-tested, industry knowledge. She’s in the leadership trenches every day helping her clients achieve their company goals which translate into her clients earning millions of dollars in revenue as a result. Why you have to check out today’s podcast: Learn the successful habits of great leaders – from they do (and what they don’t do!) in their day to day as well as how to inspire your team Learn how to get out of the “doing” and into powerful decision making and delegation so you can design the business you want Learn powerful coaching skills – so you can get the very best out of your team to help achieve your goals “Leadership development⁠—it’s not a sprint. It’s about immersion. It’s collaboration and giving them a resource to guide them through the rainy days and the tough parts because they’re going to come.” -Debra Angilletta Valuable Free Resource from Debra Angilletta Get a copy of ‘12 Essential Qualities To Becoming A Leader Everyone Loves’ Complete Form Here: https://www.debraangilletta.com/contact/    Key Takeaways from Amy Lisewski: “The higher-ups tell these new leaders, ‘Go ahead and put a plan together, how you’re going to manage your team.’ that’s what they do. So it’s like the blind leading the blind.” “You got to have absolute buy-in and autonomy especially if you’re being brought in from the outside, you have to be able to run it in the way that your expertise dictates.” Connect With Debra Angilletta: Website: https://www.debraangilletta.com Linkedin: https://www.linkedin.com/in/debraangilletta Facebook: https://www.facebook.com/debraangilletta  Twitter::https://twitter.com/debangilletta  Connect With Trish Tagle: TrishTagle.com: https://trishtagle.com Facebook: https://www.facebook.com/TrishTagleLeadership LinkedIn: https://www.linkedin.com/in/patriciatagle  Instagram: https://www.instagram.com/iamtrishtagle/  Book: Everyone Knows You Suck: Bad Boss Stories. A Succinct Guide by Trish Tagle  

This week I’ve got an exciting guest for you!  Debra Angilletta is the founder & CEO of Angilletta & Associates Certified Profit First Professional & Sales Mastery Instructor. Her course  "Sales Mastery" Online Course was created specifically for accountants, bookkeepers & financial Coaches. Debra is a virtual CFO, financial Coach and former Wall Street Trader who has spent the past  spent 30 years in the sales trenches. On this episode of The Pricing is Positioning Podcast, we discuss the importance of closing a sale, Debra’s business background and of course, how she approaches pricing!  Tune in for this and more! On this episode we discuss,  The importance of closing a sale What is Sales Mastery  Debra’s business background  How Debra approaches her pricing Connect with Debra: Websites- https://www.debraangilletta.com  https://www.mastermysales.com/ LinkedIn https://www.linkedin.com/in/debraangilletta/ Facebook- https://www.facebook.com/debraangilletta Twitter- https://twitter.com/debangilletta   Connect with Paul The Product Pricing Roadmap Web: www.paulklein.net LinkedIn - https://www.linkedin.com/in/paulkleintv/ Facebook - https://www.facebook.com/paulkleintv Instagram - https://www.instagram.com/paulkleinTV/ Twitter - https://twitter.com/PaulKleinTV YouTube - https://www.youtube.com/channel/UCoQRkgXR4ClPAub12lXgPwg   *** EPISODE CREDITS: If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment. He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world. Find out more at https://emeraldcitypro.com 

Debra Angilletta is the best sales closer I've ever met for a reason - she's made more than 15,000 sales calls(!) over the years, bringing in more than $25 million of revenue for her clients and employers. Best of all, Debra sells without being sleazy, spammy or pushy! On this episode of Nemo Radio, Debra shares the specific steps, scripts and strategies she uses on sales calls, and why it works so well for both the seller AND the buyer. Don't miss this one! EPISODE LINKS Check out Debra's Live Webinar Training: https://www.mastermysales.com/nemo Get Debra's free eBook: https://debraangilletta.samcart.com/referral/T2tRII99/gu30oEwDmPfiLSXR Connect with Debra on LinkedIn: https://www.linkedin.com/in/debraangilletta/

Debra Angilletta is CEO and Founder of Angilletta & Associates, a consulting business that advises growth-stage IT Managed Service Providers in strategy, operations, leadership, and cash flow solutions.Angilletta is also the creator of "Sales Mastery", an online program that trains accountants, bookkeepers, and coaches how to increase acquisition of ideal clients, simplify sales processes, and maximize ROI.Channeling her signature street smarts and battle-tested industry knowledge, Angilletta manages growth-stage endeavors for over 25 former Wall Street execs. Her passion for helping experienced corporate professionals adopt a "lean and mean" sales and marketing mentality enables Angilletta to set up her clients for a future of continued growth and success.Mind of a Mentor is an Ossa original show hosted by Marla Isackson, Founder and CEO of Ossa Collective women's podcast network. For more information about Ossa, visit: https://ossacollective.com/Follow Ossa on Socials- Instagram: https://www.instagram.com/ossaforpodcasters/LinkedIn: https://www.linkedin.com/company/ossa-collective/Facebook: https://www.facebook.com/ossacollectivenetwork

Debra Angilletta is CEO and Founder of Angilletta & Associates, a consulting business that advises growth-stage IT Managed Service Providers in strategy, operations, leadership, and cash flow solutions. Angilletta is also the creator of "Sales Mastery", an online program that trains accountants, bookkeepers, and coaches how to increase acquisition of ideal clients, simplify sales processes, and maximize ROI. Channeling her signature street smarts and battle-tested industry knowledge, Angilletta manages growth-stage endeavors for over 25 former Wall Street execs. Her passion for helping experienced corporate professionals adopt a "lean and mean" sales and marketing mentality enables Angilletta to set up her clients for a future of continued growth and success.

Episode 24 of the Art of Advisory, podcast by Kirk Bowman and Hector Garcia: Sales Process - Interview Debra Angilletta Watch us LIVE every Tuesday at 12pm EST in Facebook at: http://www.facebook.com/artofadvisory Download MP3: http://www.qbpowerhour.com/PODCAST/ArtOfAdvisory_Episode24.m4a

Episode 24 of the Art of Advisory, podcast by Kirk Bowman and Hector Garcia: Sales Process - Interview Debra Angilletta Watch us LIVE every Tuesday at 12pm EST in Facebook at: http://www.facebook.com/artofadvisory Download MP3: http://www.qbpowerhour.com/PODCAST/ArtOfAdvisory_Episode24.m4a

Episode 24 of the Art of Advisory, podcast by Kirk Bowman and Hector Garcia: Sales Process - Interview Debra Angilletta Watch us LIVE every Tuesday at 12pm EST in Facebook at: http://www.facebook.com/artofadvisory Download MP3: http://www.qbpowerhour.com/PODCAST/ArtOfAdvisory_Episode24.m4a

We are super excited to chat with Deb Angilletta CFO & Certified Profit First Professional about her business and the whacky dynamic between marketing and finance. Deb and Leon had co-authored a blog piece and wanted to continue the conversation...

Find you ‘Zone of Genius’ so you can make 6-Figures and Beyond! Special guest, Debra Angilletta, author, speaker, coach and creator of the “6-Figure Schedule” will go over her 4 archetypes so you can understand your genius archetype and make big money fast!

Denise Griffitts interview Debra Angilletta Are you tired of working long hours with nothing to show for it? Are you wondering why less qualified "experts" are passing you by? Debra Angilletta is a speaker, coach and author; CEO and founder of A New View, and the creator of popular programs such as “5 Steps To Jumpstart Your Business” and “The 6 Figure Schedule”. She’s the go-to girl when you want to streamline your schedule and skyrocket to 6 figures and beyond in your small business. With over 20 years in a Wall Street career, she uses her finance expertise to teach coaches, consultants, and sales professionals how to discover their “Zone of Genius,” as well as simple steps to catapult to the next level in their business. Working only 4 days a week, 3 weeks of the month, she has mastered the keys to creating $10,000 a month paydays. She helps her clients streamline their schedule and package their business for profit so they can have the life and business of their dreams. She is also the author of "The Six Figure Schedule: Streamline Your Schedule and Skyrocket to Six Figures Using the Science of Iridology". In this episode of Your Partner In Success Radio we are going to discover how to: Monetize, organize & package your business for profit Stop spinning your wheels and start attracting high paying clients Create your unique roadmap for consistent monthly income Accelerate your authority index & become a sought after expert Discover the #1 strategy to working less while skyrocketing your income Stop missing out on family events and date nights