Podcasts about financial metrics

Send us a textIs Your Business Beating the Stock Market?In this episode of The Margin Method, Steve shares the three metrics every founder must know if they want to grow profitably and build a business that's both valuable and optional. Drawing from his experience as a CFO for a billion-dollar construction firm, he breaks down what he calls the "three efficiencies"—and how they reveal whether you're wasting money on sales, underperforming on labor, or sitting on a business that's barely outperforming an index fund.If you've ever wondered how to measure true performance, this one's for you. Steve walks you through the calculations, benchmarks, and tells you exactly where to look in your financials—without getting lost in jargon. You'll leave knowing which KPI deserves your attention... and why it might just be time to raise your standards.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

Get ready to dive into a treasure trove of note investing opportunities! In this episode of the Note Closers Show, we're breaking down a recent deal where we had 52 offers approved from a pool of non-performing notes. This is a chance to pull back the curtain and see how we're finding deals and how you can too.Content:Deal Overview and Initial Bids: We submitted 79 offers and had 52 accepted. The initial strategy involved cherry-picking from a tape of 201 non-performing notes from a hedge fund. Plus how one student got 5 out of 6 offers accepted and their potential yield on performing notes.Property Analysis and Valuation: Discover how we evaluate properties, considering that the tape values were 4-5 years old. Given value increases over the last few years, our offers were competitive, plus how to pull updated photos of properties.Lowball Offers and Wholesale Opportunities: Understand our approach to lowball offers on less desirable properties, some as low as $100. Learn how we plan to wholesale these off to local investors through self-directed IRAs.Geographic Distribution and Market Focus: An overview of the geographic distribution of the 52 notes, which includes properties in Texas, Florida, Georgia, Indiana, Michigan, Ohio, and more. Plus the foreclosure status of several properties.Financial Metrics and ROI: We dive into the numbers. With $1,004,000 divided by 52 notes comes to an average purchase price of less than $20,000, some significantly lower. We also look at the potential for a 23.2% cash-on-cash return if all notes perform at the minimum payment.Conclusion:This episode is packed with actionable insights and real-world examples to help you find your own note investing deals. Whether you're looking for performing or non-performing notes, there's a wealth of opportunity out there. Tune in to learn more and start putting your lazy assets to work!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestGet signed up for the Next Virtual Note Buying Workshop Now!

This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a market maker on the American Stock Exchange to a global, cutting-edge electronic brokerage firm. Its founder, Thomas Peterffy, remains far and away its largest shareholder and has earned his place as one of the wealthiest people in the world. To break down IBKR, I'm joined by Freddie Lait and Jacopo Di Nardo of Latitude Investment Management. We explore the journey of IBKR from its early days as Timber Hill to its current status as a publicly traded company with a market cap of nearly $80 billion. We also discuss their differentiated tech stack, their global reach, and their famously low fees. Please enjoy this breakdown of Interactive Brokers. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- This episode is brought to you by Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.  —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:41) Overview of Interactive Brokers (00:04:53) Revenue Streams and Business Model (00:06:15) Competitive Landscape and Differentiation (00:08:38) Founder Thomas Peterffy's Story (00:11:31) Payment for Order Flow and Market Access (00:13:41) Automation and Risk Management (00:16:50) Customer Experience and Balance Sheet Strategy (00:26:33) Growth Opportunities and International Expansion (00:34:34) Valuation and Financial Metrics (00:37:28) Risks and Stress Tests (00:42:13) Lessons From IBKR

Send us a textIn this episode of the Private Practice Survival Guide, we discuss the essential financial metrics every private practice owner should monitor to ensure long-term profitability and sustainability. We break down the difference between basic metrics and key performance indicators (KPIs), highlighting which numbers truly impact your bottom line. Topics include analyzing cash flow vs. profit, defining the right frequency for reviewing metrics, and using data to guide strategic decisions. By focusing on the right financial indicators, you can improve operational efficiency, make smarter investments, and scale your practice with confidence. Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss:(03:33) The History and Evolution of IBKR(10:51) Understanding IBKR's Platform and User Experience(12:23) Growth and Market Share of IBKR(14:48) Personal Investing Journey and Transition to IBKR(21:52) Management Culture and Organizational Structure(28:23) Competitive Dynamics and Future Growth Potential(30:41) IBKR's Global Growth Potential(33:06) Tracking Account Growth as a Metric(35:03) Competitive Advantages of IBKR(35:26) Understanding IBKR's Culture and Management(38:38) Navigating the Competitive Landscape(40:51) Valuation Insights and Financial Metrics(49:42) Investment Decisions and Future Outlook(53:29) Macro Trends and Their Impact on IBKR*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Christian business leaders need to measure beyond traditional key performance indicators by adopting Kingdom Performance Indicators (KPIs) that track eternal impact. These new metrics reveal why we're doing business and who we're truly impacting beyond immediate stakeholders.• Traditional KPIs measure financial and operational performance but fall short of measuring kingdom impact• The shopping cart story illustrates how small acts of stewardship reflect our approach to business and leadership• Kingdom Performance Indicators might include charitable impact, volunteer hours, or testimonials from affected lives• Define your "why" with eternal significance—understand your purpose beyond providing products or generating profit• Implement the 3H framework: Heart (demonstrating love), Home (cultivating culture), Hands (using resources to serve)• Intentionally measure kingdom impact with SMART goals and regular assessment• True success transcends the bottom line and creates a legacy of positive impactGo and grow champions.Thanks for listening in to the Uncommon Leader Podcast. Please take just a minute to share this podcast with that someone you know that you thought of when you heard this episode. One of the most valuable things you can do is to rate the podcast and leave a review. You can do that on Apple podcasts, or rate the podcast on Spotify or any other platform you listen. Did you know that many of the things that I discuss on the Uncommon Leader Podcast are subjects that I coach other leaders and organizations ? If you would be interested in having me discuss 1:1 or group coaching with you, or know someone who is looking to move from Underperforming to Uncommon in their business or life, I would love to chat with you. Click this link to set up a FREE CALL to discuss how coaching might benefit you and your team) Until next time, Go and Grow Champions!!Connect with me

Points of Interest1:02 – 1:38 – Intro: Marcel introduces the session as a condensed version of his All-in Agency Summit talk, aimed at equipping agencies with the key levers to diagnose and improve profitability.3:05 – 3:18 – 80/20 Profitability Focus: The goal is to give agencies 20% of the knowledge that provides 80% of the insight needed to take control of profitability, regardless of market conditions.4:28 – 6:27 – The Growth Trap Cycle: Agencies often get stuck in a cycle of hiring during growth, losing profitability, scaling again, and repeatedly encountering the same financial challenges at larger scales.6:42 – 7:01 – Identifying the Real Problem: Founders are urged to identify whether their agency's issue is inefficient delivery (indigestion) or lack of revenue (starvation) to avoid insolvency.9:01 – 10:06 – Financial Metrics Foundation: Understanding core financial metrics—especially agency gross income (AGI)—is essential to making better business decisions beyond tax reporting.14:24 – 18:05 – Delivery Margin as the Core Metric: Agencies should aim for delivery costs to stay under 50% of AGI, enabling better spending on overhead and stronger profitability.21:44 – 26:44 – Lever 1: Average Cost Per Hour: Lowering the average cost of labor through delegation and improved processes helps reduce delivery costs and increase profitability.28:03 – 31:55 – Lever 2: Average Billable Rate (ABR): Maximizing revenue per hour of delivery time, regardless of billing model, improves margins—either by pricing higher or working more efficiently.34:17 – 38:24 – Lever 3: Utilization Rate: Utilization measures how much team capacity is spent on client work; improving it by selling more work or adjusting staff size directly affects profitability.42:01 – 44:45 – Utilization Benchmarks: Weekly and annual utilization targets vary by role; producers should aim for 75%+ weekly, and teams should average 50–65% annually including all roles.45:27 – 49:26 – Impact of Levers on Profit: A case study illustrates how modest gains in utilization and ABR can shift profit margins from 10% to 40%, increasing valuation by up to 500% without hiring or cutting overhead.Show NotesAll-in Agency SummitChris Dubois & Dynamic Agency OSFree Agency Profit ToolkitFree access to our Model PlatformParakeeto Foundations CourseLove the PodcastLeave us a review here.

Nigel is back again to discuss the business of farming, and mindset in particular. Expanding on our previous two podcasts with Nigel, he shares his approach to business, the evolution of his mindset and strategies for managing risk and climate variability. He also talks about the importance of continual learning and, as Nigel puts it, “buying brains”. In this episode, we discuss:✔ How to build a resilient farm business✔ What good leadership really looks like on-farm ✔ Why scaling up isn't always the answerIf you're looking to future-proof your business, manage labour better, and build systems that don't fall apart under pressure, tune in today. Head Shepherd is brought to you by neXtgen Agri International Limited. We help livestock farmers get the most out of the genetics they farm with. Get in touch with us if you would like to hear more about how we can help you do what you do best: info@nextgenagri.com.Thanks to our sponsors at MSD Animal Health and Allflex, and Heiniger Australia and New Zealand. Please consider them when making product choices, as they are instrumental in enabling us to bring you this podcast each week.Check out Heiniger's product range HERECheck out the MSD range HERECheck out Allflex products HERE

Catherine Manning joins us for a paradigm-shifting conversation about how we define, measure, and create value in our world. As Head of Impact Practice at Impact Reporting and Programme Director of Measure Up, Catherine brings a wealth of expertise in translating abstract impact concepts into practical frameworks that organisations can actually implement.The episode challenges our society's overreliance on financial metrics as the primary decision-making tool. Catherine eloquently argues that while financial accounting isn't inherently flawed, it fails to capture the full spectrum of value – our relationships, health, connection to nature, and overall wellbeing. "The judgment of how well you're doing comes down to the financial assessment," she notes, "and it misses out so much of what the purpose and value actually are."We explore how social value measurement is evolving beyond mere compliance with procurement requirements. Catherine shares her vision where organisations move from "ticking boxes" to embedding social value in their DNA – transforming it from a short bus journey to a meaningful ongoing commitment. This shift requires both structural changes in how we account for value and cultural changes in how we perceive success.The conversation illuminates the ground breaking work of Measure Up, which demystifies social value measurement by providing accessible, transparent tools for practitioners. Their innovative approach offers graded measurement levels (bronze, silver, gold) that acknowledge different organizational capacities while encouraging progress. "Part of the point of publishing this is to take the mystique away," Catherine explains, "It's your value, not the expert's."Whether you're a seasoned impact professional or just beginning to explore how your work creates change, this episode offers both philosophical insights and practical approaches to measuring what truly matters. By reimagining our systems of value, we open possibilities for a more equitable, sustainable future where economic activities serve human and environmental wellbeing rather than the reverse.Subscribe now to continue exploring how we can collectively make an impact that transcends financial bottom lines and creates meaningful, lasting change in our communities.Hi, I'm Heidi Fisher, the host of the Make an Impact Podcast. I'm an impact measurement expert, passionate about helping you make a bigger impact in the world by maximising the impact your services have. I can help you to measure, manage and communicate the impact you have better to funders, investors, commissioners and other stakeholders, and to systemise your data collection and analysis so that it frees up time and doesn't become an additional burden. I love helping you to measure social and economic impacts, including Social Return on Investment or value for money assessments, as part of understanding the change you make to peoples' lives. You can get in touch via LinkedIn or the website makeanimpactcic.co.uk if you'd like to find out more about working with me.

Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platform. Get an insider's perspective on Intuit's five strategic bets and how they're reshaping the landscape for accountants and small businesses alike.(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:40) - Intuit's Annual Stockholder Meeting Insights (03:29) - Intuit's AI-Driven Strategy (07:59) - QuickBooks Live and Expert Connections (12:23) - Growth and Financial Metrics (17:20) - QuickBooks Online Payroll and Ecosystem (23:20) - Intuit's Cross-Platform Strategy (24:40) - The Future of Mint and Data Acquisition (30:47) - CEO Compensation and Company Growth (34:35) - Upcoming Courses and Community Resources (37:50) - Closing Remarks and Next Steps Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks for this episode:Intuit Stockholder PresentationIntuit Webcast LinkParkway's QuickBooks Online Payroll Tutorial: https://swiy.co/uqap227QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveQB PowerHour: https://www.qbpowerhour.com/QBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingQBO Payroll: http://royl.ws/QBO-PayrollQuickBooks Time: http://royl.ws/qbtimePayroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfectionhttps://youtube.com/parkwayincSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss:(03:20) Adobe's Historical Performance and Business Model(08:40) Understanding Adobe's Product Segments(16:10) Pricing Power and Customer Retention(17:55) The Impact of AI on Adobe's Business(32:01) Evaluating Adobe's Competitive Moat(34:59) The Risks of Switching Platforms(36:26) The Threat of Point Solutions to Adobe(38:06) Market Dynamics and Competitive Landscape(39:58) Valuation and Earnings Growth Projections(43:08) Analyzing Adobe's Financial Metrics(49:19) Investment Strategy and Position Sizing(53:44) Monitoring Performance and Future Outlook*****************************************************JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this insightful podcast episode, Gino Barbaro, co-founder of Jake and Gino, takes a deep dive into the art of assessing a good multifamily deal. Whether you're a beginner investor or an experienced pro, understanding what makes a deal "good" for you is crucial to your success. Gino breaks down his approach to evaluating deals by focusing on three essential pillars: Buy Right, Manage Right, and Finance Right.Key highlights include:How to select the right market and become an expert in itHow to evaluate the property based on its condition, potential, and pricingKey financial metrics such as cash on cash return, debt coverage ratio, and moreWhen to focus on equity growth versus cash flow to build long-term wealthThe power of understanding market cycles and knowing the right time to buyThis video is perfect for anyone looking to step up their real estate investing game, especially those interested in multifamily properties. Tune in to gain valuable insights on how to assess, analyze, and close deals that fit your goals!  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred to this business as their ‘gold standard.' Jack Henry is a true best in class operator within the vertical market software space.  To break down the business, I'm joined by Bob Desmond, Portfolio Manager and Head of Claremont Global. Jack Henry sells full operating system software that powers small and mid-sized banks. Like many great vertical market software businesses, M&A has been a piece of the puzzle, but Jack Henry puts a very deliberate focus on organic growth particularly in their core product. The stock has appreciated 480x since its IPO in the mid-eighties, but more recently, has been essentially flat over the past five years, and we get into great business dynamics versus stock dynamics. Please enjoy this Breakdown of Jack Henry. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is sponsored by Finley - modern debt capital management software for borrowers and lenders. Ask around and you'll find that nearly every operator or investor has experienced the operational nightmare of managing debt capital. Finley works by translating unstructured credit agreements into code, which gets all parties on the same page and helps them streamline the credit management lifecycle--think covenant reporting, interest and fee tracking, and portfolio analysis. Join the forward-thinking finance leaders, investors, and bank executives already modernizing their debt capital operations with Finley. Learn more and request your demo at finleycms.com.  ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Learn About Finley (00:05:42) Jack Henry's Business Model and Market Position (00:06:22) Colossus Review Announcement (00:07:04) Deep Dive into Jack Henry's Operations (00:09:43) Jack Henry's History and Culture (00:12:44) Customer Focus and Competitive Advantage (00:16:23) Growth Strategy and Market Dynamics (00:19:37) Technology and Innovation at Jack Henry (00:24:08) Customer Integration and Market Share (00:34:50) Revenue Uplift and Customer Benefits (00:38:57) Financial Metrics and Margins (00:40:35) Cash Flow and Dividend Growth (00:41:53) Cyclicality and Resilience (00:48:04) Fintech Competition and Partnerships (00:53:20) Customer Base and Market Shifts (00:56:17) Risks and Cybersecurity Concerns (00:59:22) Valuation and Long-Term Growth (01:02:14) Key Lessons from Jack Henry

Do you ever wonder if your business is set up to grow the way you actually want it to? In this episode Keila breaks down how to use your financial data as a compass to reaching your goals.She'll dive into the common traps business owners fall into—like overextending resources, running on gut instinct, or ignoring key numbers—and how tracking the right metrics can help you avoid them. Plus, she explains how tools like dashboards and reporting can give you a clearer picture of what's working, what's not, and how to course-correct along the way.If you're ready to stop guessing and build your business in a way that works for you, this episode is packed with actionable tips to get you there!(00:00) - Introduction to Scaling Your Firm (01:06) - Importance of Data in Business Growth (02:00) - Challenges of Ignoring Data (04:10) - Financial Metrics and Goals (05:47) - Spotting Inefficiencies (06:24) - Intentional Decision Making (07:11) - Client Support Strategies (09:18) - Scenario Planning (10:23) - Actionable Steps for Business Growth (12:15) - Conclusion Connect with Keila!LinkedIn - www.linkedin.com/in/keilahilltrawickWebsite - www.krht.coTwitter - x.com/littlefishcpaMore About Little Fish AccountingLearn more about Little Fish's suite of services at www.littlefishaccounting.com.Follow Little Fish Accounting at instagram.com/littlefishaccounting

In this episode, Jake emphasizes the importance of having a team for unbiased insights, building cushion into deals, and learning from both your mistakes and others. He shares an in-depth look at his process for underwriting hotel deals, including revenue assumptions, expense analysis, financing structures, and the role of pro forma models. Jake also touches on the significance of community and networking in the hospitality industry, leveraging past partners and peers for feedback and collaboration. From discussing a potential but ultimately avoided deal in New England to highlighting the benefits of working with branding agencies and interior designers, this episode is a masterclass!Connect & Invest with Jake:Follow Jake on X: https://x.com/JWurzak1 on 1 coaching with Jake: https://www.jakewurzak.com/coachingLearn How to Invest with DoveHill: https://bit.ly/3yg8PwoTopics:(00:00:00) - Intro (00:00:56) - The Value of a Hospitality Network (00:02:40) - Savannah Hotel Deal and Due Diligence (00:03:55) - Navigating Investment Strategies and Honest Feedback (00:06:23) - Underwriting Deals: A Case Study (00:08:53) - Seasonal Hotel Operations and Business Plan (00:15:03) - Evaluating Hotel Deals and Financial Metrics (00:25:28) - Short-Term Rental Opportunities (00:26:06) - Financing and Bridge Loans (00:27:52) - Pro Forma Metrics and Cash Flow (00:30:30) - Internal Memos and Investment Committee (00:32:34) - Lease to Buy Options and Master Leases (00:37:38) - Pro Forma Creation and Sensitivity Analysis (00:40:13) - Investor Returns and Deal Structures (00:45:38) - Design and Renovation Budgeting (00:50:26) - Final Thoughts and Q&A

By understanding just a few key metrics in your business you can set yourself up for immeasurably more success. On this episode of Business Builders, I want to dive into profit margins, cash flow, and revenue trends in order to help you step more into your CEO role to grow your business sustainably and with more clarity.Key topics covered:Profit Margins: Why knowing your revenue minus expenses is essential and how it reveals your business's health.Cash Flow: Understanding the timing of money coming in and going out to avoid surprises.Revenue Trends & Monthly Recurring Revenue: Spotting patterns to plan ahead and bring stability to your income.By financial tracking you'll gain confidence in your financial decisions, a small step today leads to big success tomorrow!Challenge: Take a few minutes to find out these numbers;Your profit marginYour cash flow for the past month andYour average monthly revenue for the last yearWrite them down and make a note of what you need to seek more clarity on, and take action to get that clarity!Mentioned in Episode:Ep. 134 The Three Profit LeversStaci's Links:Instagram. Website.The School for Small Business Podcast is a proud member of the Female Alliance Media. To learn more about Female Alliance Media and how they are elevating female voices or how they can support your show, visit femalealliancemedia.ca.Head over to my website https://www.stacimillard.com/ to grab your FREE copy of my Profit Playbook and receive 30 innovative ways you can add more profit to your business AND the first step towards implementing these ideas in your business!

From Cashflow to Marketing: Crucial Financial Metrics | The Mills Knows Bills Podcast Episode 38, Season 5 Link to video podcast episode: https://youtu.be/wf-oDMvCAEk Welcome to Season 5 of The MKB Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for business owners and variable income earners to manage their finances effectively. Let's get to those burning financial questions! In this episode, Mills welcomes insurance specialist Jeff Rountree back to the show to continue the conversation about crucial financial metrics every business owner should monitor. Mills highlights the importance of cash flow projection and tracking your company's net worth. They also discuss strategic marketing techniques, particularly the importance of consistency and doubling down during slower seasons. Lastly, Mills provides insightful advice on financial planning to support growth and operational strategies. Don't miss out on these invaluable tips for ensuring a healthy financial trajectory for your business! To connect with Jeff: Website: https://www.therountreeagency.com/ Office phone: 904.539.4637 Do you have your own burning financial question for Mills or the MKB team? Email: info@MillsKnowsBills.com Website: https://MillsKnowsBills.com Instagram: https://instagram.com/@millsknowsbills LinkedIn: https://www.linkedin.com/company/mills-knows-bills 00:00 Introduction and Welcome 00:46 Key Financial Metrics for Business Owners 01:54 Indicators of Financial Health 02:54 Effective Marketing Strategies 05:00 Financial Strategies for Growth 07:04 Conclusion and Next Steps #financialpodcast #millsknowsbills #podcast #businessinsurance #entrepreneurfinances #variableincome #financialmetrics #businessfinance

Welcome back to the Empower Her Business Accelerator Podcast! I'm your host, Phillipa Channer, and in this episode, we're wrapping up our January series on measuring success. We'll explore ways to assess success beyond financial metrics, including customer satisfaction, brand reputation, employee engagement, and personal fulfillment. Success isn't just about revenue and profit. This episode highlights how to measure non-financial metrics that are crucial for the long-term health and sustainability of your business. We discuss: Customer Satisfaction: Building loyalty through surveys, feedback, and repeat purchases. Brand Reputation: Monitoring online reviews and public perception. Employee Engagement: Ensuring your team or contractors feel valued and productive. Personal Fulfillment: Aligning your work with your values to avoid burnout and achieve balance. Special Announcements & Links: Free 30-Hour EmpowerHer Discovery Session: channerconsultingllc.hbportal.co/schedule/660da85649ef86002d1790d3 Subscribe for regular content on marketing strategies, plans, and tips. Connect with us: LinkedIn: linkedin.com/company/channer-consulting-llc Facebook: facebook.com/channerconsulting Instagram: instagram.com/channerconsulting Email: info@channer-consulting.com Key Timestamps: (00:00) Welcome and Episode Intro (01:10) Why Non-Financial Metrics Matter (02:00) Measuring Customer Satisfaction and Loyalty (04:00) Understanding Brand Reputation (05:00) The Role of Employee Engagement (07:00) Emphasizing Personal Fulfillment (09:00) Final Thoughts and Call to Action Thanks for tuning in! Remember, success is more than numbers—it's about creating a business that aligns with your values and brings you personal and professional fulfillment. Book a one-on-one session to explore how EmpowerHer can support your 2025 goals, and until next time, keep shining!

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Emily Sander talks about using the Balanced Scorecard to improve business strategy. She explains how it can help align teams, balance financial and non-financial elements, and focus on both short-term and long-term goals. Emily also previews upcoming discussions on financial, customer, internal process, and learning and development perspectives.Links Mentioned:Clarity Call with EmilyFree Resources:Strategic Planning Checklist Chief of Staff Skills Assessment ChecklistA Day in the Life of a Chief of StaffChief of Staff ToolkitGet in touch with Emily:Connect on LinkedInFollow on YouTubeLearn more about coaching Sign up for the newsletterClarity Call with EmilyWho Am I?If we haven't yet before - Hi

Welcome back to the Empower Her Business Accelerator Podcast! I'm your host, Philippa Channer, and I'm thrilled to kick off the new year and a fresh series on measuring success. If you missed last month's series on goal setting, be sure to check it out—it's the perfect setup for understanding today's topic. Quick reminder: The EmpowerHer Power Session is happening on January 14th, and our group program kicks off on January 15th. Registration closes on January 10th, so don't miss out! Episode Summary: This week, we're exploring why metrics matter in your business, which ones are essential, and how to use them effectively. You'll learn: Why metrics are like your business's dashboard. Key financial, marketing, operational, and personal success metrics to track. Tips on aligning metrics with your goals for a complete view of success. Timeline: (00:00) Intro and announcements (01:10) Why metrics are crucial for business success (03:00) Financial metrics: Revenue, profit margins, and cash flow (05:00) Marketing metrics: Customer acquisition cost, conversion rates, and social media engagement (09:00) Operational metrics: Customer satisfaction and employee productivity (11:00) Personal success metrics: Work-life balance and mental health (13:00) Aligning metrics with your business goals (14:00) Outro and next week's teaser Outro: Next week, we'll focus on marketing metrics and the numbers that truly matter for measuring success. Don't forget: The deadline for EmpowerHer programs is January 10th. This transformative experience will help you grow your business with a supportive community of women entrepreneurs. Special Announcements and Links: EmpowerHer Power Session: January 14th Group Program: Starts January 15th (Sign up by January 10th) Learn more about EmpowerHer: empowerherap.com  Connect with Us: Free 30-Hour EmpowerHer Discovery Session: Schedule Here Subscribe for regular content on marketing strategy and tips. Connect on Social Media: LinkedIn: Channer Consulting LLC Facebook: Channer Consulting Instagram: @ChannerConsulting Contact Us: info@channer-consulting.com

Send us a textAre you running your business blind?In this episode, Steve Coughran, founder of Coltivar, reveals the five critical metrics you need to know to stop guessing and start growing. Learn how to optimize margins, improve cash flow, and make smarter, data-driven decisions—lessons Steve learned from scaling multi-million and billion-dollar companies.Discover the one metric that trumps them all and start building a more profitable, iconic business.Tune in now and take control of your numbers.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Register for the free Financial Fundamentals for Entrepreneurs Webinar here: https://www.coltivar.com/register-for-ffe-jan-8 Support the show

In this episode, we go beyond the basics and dive deep into advanced financial metrics like EBITDA, Operating Leverage, Economic Value Added (EVA), and more. Discover how these metrics can drive profitability, optimise cash flow, and enhance strategic planning.What You'll Learn:​• The importance of tracking advanced financial metrics• How to use EBITDA and Operating Leverage to boost profitability• Calculating Economic Value Added to assess value creation• Strategies to optimise your Cash Conversion Cycle• Using ROCE and Z-Score to assess financial healthResources Mentioned:- Podcast episode - 544 Understanding Business Finances Beyond the Basics: Advanced Metrics for Growth - https://www.annetteandco.co.uk/544-understanding-business-finances-beyond-the-basics/- Strategic Financial Metrics Toolkit (Free Download) https://www.annetteandco.co.uk/strategic-financial-metrics-toolkit/Connect with Me:- Profit First UK Facebook Group: https://www.facebook.com/groups/915326342418247- Instagram: https://www.instagram.com/annettefergs/- LinkedIn: https://www.linkedin.com/in/annettefergusonuk/- Website: https://www.annetteandco.co.uk/TranscriptWelcome back to the podcast! And today, we're diving into an advanced topic that can transform your business: Understanding Advanced Financial Metrics to Optimise Performance.We often hear about basic metrics like profit margins and cash flow, but today, we're going to go beyond that and discuss metrics that can drive sustainable growth for your small business. Whether you're a seasoned entrepreneur or just starting out, mastering these metrics will set you on the path to success. So grab your notebook because we're about to get into the details!”The Importance of Tracking Advanced Financial Metrics“Let's kick things off by discussing why advanced financial metrics matter. As a business owner, you might be tracking your revenue and profit margins, which is great—but that's just the beginning.Metrics like EBITDA, Operating Leverage, and Return on Capital Employed (ROCE) provide a deeper understanding of your business's health. They go beyond the basics to help you optimise efficiency, identify potential risks, and make strategic decisions.By understanding these advanced metrics, you're not just looking at the past—you're using them to plan for a more profitable future.”Understanding EBITDA and How It Impacts Strategic Planning“Let's start with EBITDA—that's Earnings Before Interest, Taxes, Depreciation, and

Thanks to our Partner, NAPA Auto Care Katy and Victoria Carl, a mother-daughter duo, share their unique journey of taking over the business five years ago, discussing their challenges, particularly in staffing and recruitment. They emphasize the importance of coaching and mentorship, innovative hiring practices, and creating a family-oriented work culture. Their story highlights the power of resilience, community involvement, and supporting women in the automotive industry, offering valuable insights and inspiration to listeners. Katy and Victoria Carl, Carl's Advanced Automotive & Truck Repair Center, Voorheesville, NY 12186 Show Notes Watch Full Video Episode Location Overview (00:00:32) Business Acquisition Opportunity (00:01:39) Family Values in Business (00:02:32) Importance of Coaching (00:04:15) Takeaways from Coaching Program (00:07:12) Staffing Challenges (00:08:56) Changing Recruitment Strategies (00:12:07) Texting as a Recruitment Tool (00:13:24) Interviewing Process Evolution (00:15:47) Compensation Plans as Recruitment Tools (00:19:47) Family Involvement in Business (00:22:24) Importance of Team Culture (00:23:40) Adoption of a Four-Day Work Week (00:25:10) Community Engagement Initiatives (00:26:58) Empowering Future Generations (00:29:14) Women in Trades Advocacy (00:31:36) Transitioning to New Systems (00:33:31) Realizing 'Okay' Isn't Enough (00:35:06) Focus on Financial Metrics (00:35:29) Long-Term Goals and Planning (00:36:37) Pride in Achievements (00:37:18) Encouragement to Pursue Passions (00:38:06) Building a Support Network (00:39:42) Embracing Change (00:40:42) Thanks to our Partner, NAPA Auto Care Learn more about NAPA Auto Care and the benefits of being part of the NAPA family by visiting https://www.napaonline.com/en/auto-care Connect with the Podcast: -Follow on Facebook: https://www.facebook.com/RemarkableResultsRadioPodcast/ -Join Our Virtual Toastmasters Club: https://remarkableresults.biz/toastmasters -Join Our Private Facebook Community: 

"They swapped out ‘accounting' for ‘advisory' in CAS, but I still believe it's 'client accounting and advisory services.' At scale, especially with small businesses, it's hard to separate the two. You need a foundational understanding of their accounting model to help architect it in a way that truly tells their story." – Adam Hale The finer details of this episode:The shift from compliance work to advisory roles in accounting.Differences between traditional accounting firm structures and mature CAS practices.Importance of leveraging resources and delegating tasks within accounting firms.Financial metrics and profitability considerations in CAS practices.The concept of selling access rather than time in service pricing.The role of regular meetings in managing client expectations and scope creep.Adoption of a corporate-like structure for improved efficiency and adaptability.The impact of a subscription model on client relationships and service delivery.Strategies for accounting firms to remain competitive in a changing industry.Episode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Timestamps:Welcome and Introduction (00:00:00)The host introduces the podcast and its mission to provide insights for accounting firms.Overview of CAS (00:00:22)Tom and Adam discuss Client Accounting Services (CAS) and advisory services, highlighting their significance.Defining CAS (00:00:46)Adam explains the evolution of CAS from "Client Accounting Services" to "Client Accounting and Advisory Services."Importance of Accounting in CAS (00:01:02)Adam emphasizes understanding accounting models for effective advisory services, especially for small businesses.Traditional vs. CAS Structures (00:01:52)Discussion on differences between traditional accounting firms and mature CAS practices, focusing on corporate structure.Leveraging Resources in CAS (00:02:06)Adam talks about the importance of leveraging resources and delegating tasks for scaling CAS practices.Transitioning from Traditional Models (00:03:29)Tom shares challenges faced by accounting firms transitioning from traditional models to more scalable structures.Financial Metrics in CAS (00:04:35)Adam discusses financial metrics, contrasting traditional firm profitability with CAS models and their structures.Understanding Profit Margins (00:06:19)Tom and Adam analyze profit margins in CAS compared to traditional firms, aiming for higher profitability.Building Client Relationships (00:09:24)Tom highlights the importance of long-term relationships with clients for smoother operations and better service.Delegation and Offshoring (00:10:06)Discussion on the necessity of delegating work and utilizing offshore teams to enhance efficiency.Measuring Performance in CAS (00:11:59)Adam explains the shift from traditional hourly metrics to responsibility-based performance measures in CAS.Book of Business Targets (00:12:57)Tom and Adam discuss the importance of setting clear book of business targets for team members.Compensation Structure in CAS (00:13:39)Adam outlines how compensation structures differ in CAS, focusing on book of business rather than hours worked.Efficiency Over Hours (00:16:32)Tom advocates for valuing efficiency and client satisfaction over the number of hours worked.Promoting the Virtual CFO Playbook (00:17:33)An unnamed speaker promotes a virtual CFO playbook aimed at helping firms scale and improve client experience.Selling Access in Advisory Services (00:18:30)Tom and Adam discuss the concept of selling access in high-level advisory services, shifting the value proposition.Access to Advisory Services (00:18:51)Discussion on the unpredictability of advisory work time and the subscription model for client access.Managing Client Expectations (00:19:41)Strategies for addressing scope creep through scheduled meetings and clear communication with clients.Rethinking Practice Structure (00:20:20)Encouragement to adopt innovative practices beyond traditional models for growth and efficiency.Corporate Structure in Accounting (00:20:31)Exploring the benefits of a corporate-like structure in accounting practices for better resource sharing.Closing Remarks and Resources (00:21:01)Invitation to visit the website for more tips on achieving success in modern CPA firms.

Send us a textMany business owners overlook the importance of knowing their numbers, which can be a game-changer for profitability and growth. In this episode, Steve Coughran dives into key financial metrics, including gross profit margin, customer acquisition cost, and revenue retention, that can transform your business. Learn how tracking these numbers can help you make data-driven decisions, optimize your strategy, and drive continuous improvement. Tune in to discover practical, actionable steps that will enhance your business performance and long-term success.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. Support the show

Welcome to another episode of the Sleeping Barber Podcast! Join Marc and Vassilis as they dive into the fascinating world of marketing strategy and innovation with a special guest, Omar Roubi. Within a business, there appears to be a constant tension between marketing and accounting/finance departments. In this episode, Marc and Vassilis speak with Omar Roubi to explore that relationship and look for some common ground and language that can help marketers better understand their businesses. Our Guest: Omar Roubi https://www.linkedin.com/in/omar-roubi-cpa-texas/Host & Director, Education & Content at LumiQ | Accounting Instructor at University of Colorado Denver | Accounting Textbook Author with Top Hat Enjoy the show! Follow our updates here: https://www.linkedin.com/company/sleeping-barber/ Get in touch with our hosts: Marc Binkley: ⁠⁠ https://www.linkedin.com/in/marcbinkley/ Vassilis Douros: ⁠⁠https://www.linkedin.com/in/vassilisdouros/ Timestamps: 0:57 - Intro to Omar 1:47 - About LumiQ 4:50 - Target Canada - Why they Failed 6:22 - What is a capital budget & how does it affect the 4Ps 8:11 - The danger of putting strategy before execution of the 4Ps  10:33 - Big M marketing is different from advertising 12:35 - The value including marketers CMO in Capital budget planning 16:01 - Why No Amount of Budget could have created demand for Target Canada 20:09 - How to justify marketing budgets to accounting 21:45 - Predicting the future vs. Reporting on the past 25:50 - Marketing and accounting education 30:05 - Do we understand what return means?  32:30 - How accountants see brand 34:58 - Goodwill & Settting Expectations 39:22 - A process to improve budgeting 41:08 - Understanding the roles of Finance & Accounting  43:55 - Avoiding WAGs (Wild Ass Guesses) 48:12 - Justifiing ROI: Time is on your side 52:00 - Three tips for marketers to improve financial acumen 58:45 - Post Pod with V and Marc

On this episode of Chit Chat Stocks, Ryan analyzes two grocery stocks he believes to have a lot of upside potential. But will he be purchasing shares? We discuss: (04:27) Exploring Grocer 1: Business Model and Growth (07:21) Grocer 1: Historical Performance and Management Changes (10:16) Financial Metrics and Stock Performance (13:27) Valuation and Future Projections for Grocer 1 (16:18) Introduction to Grocer 2: Business Model and Market Position (19:17) Resilience and Competitive Advantage (22:19) Franchise Model and Supply Chain Strategy (36:30) Market Position and Sourcing Strategy (44:51) Growth Ambitions and Management Insights (54:01) Valuation and Investment Considerations (59:48 Risks and Future Outlook ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn to Manage Cash Flow, Accrual Accounting, and Profitability for Smarter Growth In today's episode, we dive into the importance of mastering your business's financials to make smarter, more informed decisions. We'll explore key areas like cash flow management, accrual accounting, and profitability tracking, all of which play a vital role in ensuring long-term success and financial health. Whether you're an entrepreneur navigating large contracts or a small business owner trying to optimize project efficiency, understanding your numbers is essential to staying ahead and growing your business sustainably. Our guest, Brad Ebenhoeh, is the founder of Accountfully, a modern outsourced accounting firm that caters to innovative brands and businesses. Leaving behind the corporate world of suits and ties, Brad embraced a fresh approach to accounting one that integrates technology and emphasizes a strong work-life balance. Through his forward-thinking leadership, Brad has transformed accounting into a dynamic, client-focused service, proving that financial management can be as exciting and impactful as the creative brands he partners with. Coming up on this episode: Understanding and tracking your business's financial numbers is crucial to making informed decisions and avoiding costly mistakes. Accrual accounting provides a clearer picture of financial health by matching revenues and expenses accurately over time. Cash flow management is essential, especially when dealing with large clients or extended payment terms to prevent business disruptions. Building strong partnerships and referral networks can significantly boost client acquisition and business growth. Regularly reviewing project profitability and labor utilization helps ensure efficient operations and maximizes profits. All this and more, on this week's episode of Beyond 7 Figures. Stay tuned next week, so don't forget to subscribe to the show to get that episode as soon it gets released. Until then, be profitable. Links: accountfully.com

Ready to master your clinic's financials and internal processes? In our latest episode of Grow Your Clinic, clinic owner and Clinic Mastery consultant Brigid Linden joins us to share her journey from uncertainty to proficiency with essential metrics and dashboards. Brigid's story is a testament to the power of nurturing existing client relationships by focusing on key metrics like rebooking rates, cancellation rates, and patient visit averages. Learn how she overcame the initial challenges of financial management and how you can build your own confidence in managing clinic numbers.Discover how to effectively discuss business metrics within your team and why involving business partners and leadership in regular financial conversations is crucial. We'll dive into the art of explaining the "why" behind tracking key metrics to practitioners who may be resistant, ensuring that everyone understands the intrinsic value these numbers bring to patient outcomes and team growth. By honing in on a few impactful metrics, Brigid shows us how to simplify the process and avoid the overwhelm of an entire dashboard.Balancing parenthood and business ownership is no easy feat, but Brigid's insights on designing career progression pathways, consistent communication, and regular leadership meetings offer a roadmap to success. From navigating the baby toddler phase to embracing community support and creative prioritization, this episode is packed with strategies for managing work-life balance. Join us for a comprehensive guide on building a thriving clinic and maintaining motivation through the unique challenges of parenthood and business ownership.If you found this episode valuable, please give us a thumbs up, share, comment, and give us your ratings on: iTunes - https://podcasts.apple.com/us/podcast/grow-your-clinic/id1332920944?mt=2 Spotify - https://open.spotify.com/show/03nmt7gYDfeeOPV6qBmVTu Watch on YouTube - https://www.youtube.com/@clinicmastery We appreciate your support and feedback!

  In the latest episode of "The Great Friends Podcast," John Wheeler, CEO of Alpha Aesthetic Partners, sits down with Henry Neely, CFO of Alpha, to dive deep into the financial side of the med spa industry. Henry shares his experiences as a CFO, including his journey from accounts receivable analyst to leading the finance departments of major companies. They discuss essential financial metrics, the role of a CFO in guiding strategy, and the importance of building a strong team. Tune in to hear insights on leadership, financial best practices, and how to create lasting impact in the aesthetics world. LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/ FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/ FOLLOW JOHN WHEELER: https://www.linkedin.com/in/wheelerjohn https://www.instagram.com/johnwheeler.alpha FOLLOW HENRY NEELY: https://www.linkedin.com/in/henry-neely-1547b859/    

In this week's episode, we explore "How to Use Financial Metrics to Grow Amazon FBA Sales and Profits" with our guest, David Schomer. A passionate entrepreneur from Iowa, David holds degrees in Accounting from St. Louis University and has extensive experience in business consulting, including merger and acquisition due diligence, fraud investigations, and financial forecasting. Since launching over 300 SKUs on Amazon, Etsy, and Shopify in 2017, David has gained deep insights into optimizing Amazon FBA operations. In this episode, he shares strategies for leveraging financial metrics to drive growth, including key metrics for profitability, strategic pricing, cost management, revenue growth, inventory management, cash flow optimization, and financial forecasting. Tune in to discover actionable tips that will help you enhance your Amazon FBA business. Don't forget to subscribe to the Amazon Legends Podcast for more expert advice! Takeaways:Understanding Financial Metrics: The importance of grasping fundamental financial metrics to drive growth and profitability in Amazon FBA sales. This includes awareness of metrics like revenue, profit margins, and cost of goods sold (COGS).  Strategic Pricing: Implementing strategic pricing based on financial insights to maximize profitability. Adjusting prices according to market conditions, competition, and cost analysis can significantly impact your bottom line.  Cost Management: Keeping track of all costs associated with selling on Amazon, including inventory costs, shipping, and Amazon fees. Efficient cost management helps in improving profit margins.  Profit Margins: Regularly analyzing profit margins to ensure that the business remains profitable. Identifying products with low margins and making necessary adjustments to pricing or sourcing.  Inventory Management: Effective inventory management based on financial metrics helps in avoiding stock outs or overstock situations, which can impact sales and profitability.  Return on Investment (ROI): Measuring ROI on marketing campaigns and other investments to determine their effectiveness and optimize future spending.  Financial Forecasting: Using historical financial data to forecast future sales and profits. This helps in planning for seasonal variations and making informed business decisions.  Quote of the Show:Growing 100% year over year might make others think you're cash flow rich, but in reality, it can feel quite the opposite. With a long cash conversion cycle, avoiding stock outs and managing reorders can strain your finances. Even though you may feel cash flow poor, remember that you're still building a valuable asset. Links :LinkedIn : https://www.linkedin.com/in/david-schomer-b08a0a41/Website : https://firingtheman.com/Email     : david@firingtheman.comWant To Level Up Your Business? Register With Our SponsorsViably is the complete financial solution to help e-commerce business owners extend their cash flow through funding. Viably's revenue-based funding programs are designed to provide online sellers with the funding they need to achieve their business goals. Whether you need to increase your inventory or ramp up your marketing efforts, Viably can help you access the capital you need to succeed.Claim your extra $1,500 when you qualify for $25,000 or more in funding. Go to https://www.runviably.com/legends  and start your application today.

#236:  Fit Pros are generally good at tracking things.  They track sets, reps, and tempo.  When it comes to the numbers, not so much.  My goal for today's episode is to simplify what to track on the personal finance side.  Peter Drucker said what gets measured gets done.  Getting in the habit of tracking things like your net worth and savings rate can do wonders for your progress. It's similar to your clients tracking their workouts or nutrition.  Tune in to learn: What to track How to calculate it How often to track it Listen to this episode, apply what you learn, and teach it to others. By the way, be sure to connect with me on Instagram! Listen and grow! Your Financial Coach, Billy  P.S. Are you looking to gain clarity around your finances and a clear path to grow and reach your financial goals? If so, a Fractional CFO might be exactly what you need. If you'd like to discuss how that might look, book a short call with me here!    P.P.S. Want to read how I completely turned my finances around? Get a free copy of my book Fitness Profits.     

Want to learn the solution for smoothly integrating two companies into one, and achieve a seamless transition for sales teams? We're sharing the key to achieving that result. Let's dive into the solution together! Have you been told to follow a certain strategy to merge companies, but it's not producing the results you need? The pain of facing uncertainty and disruption during company mergers is all too real. If you've been feeling this frustration, it's time to learn a new approach that empowers you to navigate company integrations smoothly. Elevating Sales Leadership The episode highlights the importance of strong sales leadership in navigating company mergers. Leaders like Casey George emphasize the need for aligning financial metrics with sales objectives. Hiring the right people, empowering them, and fostering a culture of transparency and open communication are key aspects of effective sales leadership. This is Casey George's story: Casey George's journey into the industry is a testament to the power of experience and resilience. With a career spanning 20+ years, including leadership roles at IBM and a stint at Talend, now the EVP of Global Sales at Qlick, Casey's insight into the world of sales is unmatched. As he shares his experiences and strategies for integrating merging companies, his passion for music and love for the '80s shine through, adding a personal touch to his professional wisdom. Casey's approach of moving fast and embracing imperfection resonates with the challenges of merging companies, capturing the essence of adapting and learning in the face of change. His four pillars of financial, people and culture, enablement, and systems provide a roadmap for companies navigating integration, offering a blend of practical advice and personal anecdotes. Casey's narrative style creates a relatable and engaging journey, making his insights not just informative, but also inspiring. The more mature reps know that the money will follow if they're successful, and successful to them is hitting that target. Driving value for their clients on a consistent basis, and therefore hitting their targets. And then the money follows. - Casey George In this episode of The Modern Selling Podcast, Casey George, the Executive Vice President, Global Sales at Qlik, shares his extensive 20+ year career experience, including leading sales teams through company mergers. With a focus on integration strategies and the challenges of merging companies together, Casey's insights offer practical advice for sales leaders navigating similar situations. He emphasizes the need to anticipate challenges, prioritize the sales team in the integration process, and the importance of an adaptive approach. Casey's personal anecdotes and practical takeaways provide valuable insights for professionals in the tech and sales industries, making this episode a must-listen for sales leaders looking to drive smoother company integrations. Don't miss out on learning from Casey's experience and gaining actionable strategies for successful company mergers! In this episode, you will be able to: Master Integration Strategies for Merging Companies: Learn the secrets to successful company mergers and how to navigate the complexities with finesse. Elevate Sales Leadership During Company Transitions: Discover how to lead your sales team through company mergers with confidence and effectiveness. Maximize Sales Team Performance: Uncover the strategies to boost your sales team's productivity and success during a company integration. Learn the Importance of Sales Enablement in Mergers: Explore the critical role of sales enablement in ensuring a smooth transition and sustained sales growth post-merger. Navigate Corporate Cultures Post-Merger: Gain insights into effectively managing the merging of corporate cultures to foster a harmonious and productive environment.   Key Moments: 00:00:00 - Intro

Send us a Text Message.Can the proposed "no tax on tips" policy revolutionize the bar and restaurant industry? This week on the Bar Business Podcast, we dissect the potential ramifications of this policy, supported by both major political parties. We explore how it could reshape labor costs, affect tax liabilities for staff, and what specific taxes—federal income or FICA—would be impacted. Unravel the complexities of financial management with our deep dive into front and back-of-house costs. Discover why breaking down labor and cost of goods sold (COGS) into detailed categories is crucial for identifying profitable areas within your establishment. We'll introduce you to the concept of Revenue Per Available Seat Hour (RevPASH), a powerful metric adapted from the hotel industry, designed to help you maximize revenue efficiency based on seating capacity and operating hours.Plus, we share practical tips on using advanced financial metrics for effective forecasting and optimizing space utilization. Learn the importance of detailed financials and how to set up meaningful Key Performance Indicators (KPIs) tailored to your business needs. Stay tuned as we also provide updates on our podcast format and answer a listener's question, offering actionable strategies to help you gain a competitive edge in managing your bar business.Welcome to the Bar Business Podcast, the ultimate resource for bar owners looking to elevate their businesses to the next level. Our podcast is packed with valuable insights, expert advice, and inspiring stories from successful bar owners and industry professionals. Our mission is to help you thrive in the competitive bar industry and achieve your business goals.Thank you to our show sponsor, SpotOn. SpotOn's modern, cloud-based POS system allows bars to increase team productivity and provides the reporting you need to make smart financial decisions. **We are a SpotOn affiliate and earn commissions from the link above.Thank you to our benchmarking data partner Starfish. Starfish works with your bookkeeping software using AI to help you make data-driven decisions and maximize your profits while giving you benchmarking data to understand how you compare to the industry at large. Learn More:The Bar Business Podcast WebsiteSchedule a Strategy SessionChris' Book 'How to Make Top-Shelf Profits in the Bar Business'Bar Business Nation Facebook Group

Welcome to the latest episode of Sit Down Startup! This week Adam O'Donnell hosts Inspectify co-founder and CEO Josh Jensen who leverages his diverse background in engineering and real estate to revolutionize property inspections for single-family homes. Josh brings a unique perspective to the tech space, emphasizing the importance of capturing comprehensive home data to support decision-making. His journey, marked by early-stage company experiences and real estate investment, shaped his belief in the necessity of efficiency and transparency, especially in startup operations. Despite setbacks, Josh remains committed to iterating based on customer feedback and actively engaging in sales to ensure Inspectify meets market needs effectively.(00:03:34) Navigating Layoffs: Lessons for Founders(00:07:19) Iterative Evolution of Target Customer Fitting(00:14:01) Direct Founder Sales Engagement for Startup Success(00:18:24) Operational Success through Transparency in StartupsQualifying startups can use Zendesk six months for free. Click to learn more: https://www.zendesk.com/lp/startup-partner/?ref=gen&partner_account=0016R00003GUn7OQAT

Send us a Text Message.Unlock the secrets to financial success for your small business! Join me as I sit down with Kyle Smith, CPA, co-partner at Strata Cloud Accountants, to dive into KPIs, setting business goals, and mastering cashflow modeling. Don't miss these expert insights that can transform your business! #SmallBusiness #FinanceTips #KPIs #BusinessGoals #Cashflow #FinancialMetrics #Entrepreneurship #BusinessGrowth #Accounting #KyleSmithCPA Support the Show.Resources: https://affordablebookkeepingandpayroll.com/resource-opt-in Become a supported of the show: https://www.buzzsprout.com/1522381/support

Join me, Nik ( https://x.com/CoFoundersNik ), as I talk with James Lincoln (https://x.com/_jameslincoln ) the 27-year-old founder of Goodly Growth, a digital marketing agency. James discusses his entrepreneurial journey from working in software portfolio management to running a successful digital marketing agency generating $50K a month. He shares insights on overcoming challenges, the importance of SEO for local businesses, customer acquisition strategies, and the constant entrepreneurial fear of business failure. James also talks about his balance of work, personal life, and future aspirations, including his interest in buying businesses and launching professional-quality online courses. The episode provides valuable lessons on business growth, customer retention, and the personal drive needed to succeed in the entrepreneurial world.Potential Questions the Episode Answers:How did James scale his digital marketing agency to $50K monthly revenue?What strategies can be used for acquiring customers through cold calling?How to leverage an MBA program to launch and grow a business?How to transition from a full-time job to running a business full-time?How does effective email marketing compare to cold calling for lead generation?___________________________Leave us a review on Apple Podcasts or Spotify and you could WIN $100!! Screenshot it, send it to us, and you will be automatically entered to  WIN $100! Spotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284Every week I will pick a random listener who left a review to GET PAID!___________________________YouTube: https://tinyurl.com/nikonomicsYT___________________________This week we covered:01:01 Introducing James Lincoln02:22 James' Business Journey03:39 Launching Goodly Growth12:10 SEO Strategies and Services15:44 Customer Acquisition and Economics20:05 SEO Challenges and Customer Management21:26 Importance of Google Business Profiles22:35 Customer Education and Success23:46 Sponsorship and Giveaway Announcement24:28 Financial Metrics and Business Growth27:23 Revenue Goals and Future Plans28:39 Entrepreneurial Mindset and Resilience30:27 Online Education and Course Development38:51 Rapid Fire Questions and Reflections41:53 Conclusion and Final Thoughts

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In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares the importance of tracking financial metrics on a weekly and basis and dives into the  three essential metrics that you should be tracking.  These strategies aim to help solopreneurs and entrepreneurs achieve their business financial goals. Connect with Justin Green⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠Schedule a 1:1 Free Intro Call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠FREE Cash Flow Training⁠⁠ --  00:15 Importance of Tracking Financial Metrics 00:29 Free Cash Flow Training 01:27 Key Financial Metrics: Revenue 05:43 Key Financial Metrics: Expenses 07:15 Key Financial Metrics: New Recurring Revenue 09:02 Summary and Additional Tips

Send us a Text Message.In this episode of the Figure Eight podcast, Julie converses with Tina Sue Moser, a former entrepreneur who sold her business and now partners at Cultivate Advisors. Tina Sue recounts her journey from starting her business for flexibility as a mother, through the challenges of entrepreneurship, to successfully selling her company. Tina Sue Moser is a Business Growth Strategist, Certified Exit Planning Advisor and Life Coach who began her journey over 20 years ago with a leap into entrepreneurship after saying goodbye to the corporate world when she became a mother. Despite having no prior business experience or mentors, she continuously pushed her boundaries, introducing new services, making strategic acquisitions, and forging valuable relationships until becoming a top producer in the industry and successfully selling her business at top dollar.Tina Sue is currently a Partner, Growth Advisor and Director of Finance for Cultivate. With her desire to help as many women entrepreneurs as possible, Tina Sue also hosts a podcast (Women Choosing Growth) to share her expertise and the expertise of other successful women. Her motto for this community of women helping women is “We are Better Together". You can learn more about Tina Sue and her story here. Julie and Tina Sue discuss...Becoming an entrepreneur (00:01:20)Tina Sue's decision to become an entrepreneur after a life-changing event, her experience as a new entrepreneur, and pushing boundaries to grow her business. Selling the business (00:09:06)Tina Sue's decision to sell her business, the unexpected nature of the sale, and the challenges of deciding what's next. Transition to advisor role (00:13:38)Tina Sue's transition to becoming an advisor and finding her passion for helping others. As an advisor Tina Sue focuses on financial education and growth by acquisition, and explains the importance of understanding business metrics.Coaching through acquisition (00:20:29)Tina Sue shares her experience of coaching people through acquisition. She reflects on the challenges and pitfalls of acquisitions. Furthermore, she unpacks the emotional process of letting go after selling her business.What to do after selling a business (00:28:10)The discussion revolves around different options after selling a business. Tina Sue shares her experience of transitioning from a solo entrepreneur to joining Cultivate Advisors as a partner, emphasizing the importance of peer support.Balancing personal needs (00:32:12)Tina Sue discusses the importance of fulfilling personal needs and finding satisfaction in different aspects of life, including work and hobbies. Tina Sue shares her dedication to continuing the growth of Cultivate Advisors and her openness to future opportunities, reflecting the entrepreneurial spirit.You can connect with Women Choosing Growth through their Instagram page, Website, and PodcasYou can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering Big Gorgeous Goals. What did you think of this conversation? We'd love if you'd rate or review our show!

In today's podcast, Craig Jeffery, Managing Partner of Strategic Treasurer, and Chip Zint, SVP, Chief Financial Officer at Deluxe, discuss the key objectives of accounts receivable from a CFO's perspective. Their discussion covers metrics like DSO, industry insights, and the impact of geopolitical risks and interest rates. Listen in to learn more. www.deluxe.com

In this episode of the Product Thinking podcast, host Melissa Perri welcomes Ryan to the show to discuss product strategy, communication, and innovation within a company. Ryan has over 15 years of diverse technology and product development leadership experience and currently serves as the Chief Product Officer at CallRail.

Have a question for us? Send us a Text here!Have you ever felt overwhelmed by financial statements and unsure what they tell you about your business? Join us as we strip away the complexities of financial literacy with Strategies' Director of Coaching and Educator, Daryl Jenkins. In this episode, we break down three critical financial documents every beauty business owner needs to be familiar with into simple, digestible concepts. By likening these financial documents to chapters in a book, you'll learn how each one tells a vital part of your business's story. You'll learn how these documents help you make smarter business decisions so you can start writing your business' next profitable chapter.Conversation highlights:0:00 Financial literacy is simpler than you think 4:03 Your business is made up of chapters… What is the full story? 5:40 Profit is not cash, so what is it? 7:33 Daryl's #1 tip for profit and loss statements 12:05 Is your company in good health? Your balance sheet can tell you 16:25 The third and most neglected chapter: the statement of cash flows 20:00 Daryl's recommendations to kickstart your financial understanding 21:28 Adding the fourth chapter with Strategies' key ingredient 23:51 What now? The first steps to unlock your financial literacy Watch the video version of this episode: https://youtu.be/rxak_MHej0I To learn more about how Strategies can help you create more profit, fun, and growth potential for you, your business, and your team, we invite you to schedule a free 60-minute strategy session:Schedule a free 60-minute strategy session: https://strategies.com/free-coaching-session Strategies: https://www.strategies.comSalon/Spa Business Coaching: https://strategies.com/memberships/In-Person Salon/Spa Seminars: https://strategies.com/seminars/Online Salon/Spa Training: https://strategies.com/upcoming-onlives/Podcast: https://strategies.com/podcast/Instagram: https://www.instagram.com/strategies4biz/Facebook: https://www.facebook.com/strategiesTikTok: https://www.tiktok.com/@strategies4bizThe Beauty Business Strategies Podcast is designed to give salon, spa, medspa, barbershop, and lash studio owners, just like you, quick tips to make more money, inspire your team, and create world-class client experiences.

In this week's event, Chris provides detailed information on the financial strategies of B2B companies and the problems associated with excessive go-to-market (GTM) strategies. He leads listeners through topics including demand generation marketing, company growth, and the excessive spending on sales and marketing known as GTM bloat. Chris clearly explains the current market situation and advises companies to focus on the Customer Acquisition Cost (CAC) payback period for financial planning instead of the traditional percentage of revenue approach. He summarizes the problems with having too many specialized roles in sales and marketing, identifies typical mistakes in budgeting, and recommends a financially sound approach that emphasizes effective customer acquisition and long-term stability instead of quick growth. If you want to have a conversation with Chris and present your current questions, roadblocks, or projects you're working through, make sure to attend this weekly event every Tuesday at 12 central. Register here. Can't make the event but have a question for Chris? Submit it here. Thanks to our friends at Hatch for producing this episode. Get unlimited podcast editing at www.hatch.fm

In this company episode on Coupang, Speedwell Research draws on their extensive research report to cover everything from Founder Bom Kim's early foray into commerce with a Groupon-like business to an epic restructuring of the company just weeks away from IPOing that left them on the path to become the leading South Korean ecommerce business. Learn about how the South Korean competitve enviroment developed differently, as well as how Coupang managed to dominant after a capital-intensive pivot. We hope you enjoy!    Company Description: Dominant South Korean ecommerce provider with fully integrated logistics operation. Purchase the full Coupang Report here.  More details on our Coupang Report here.  Purchase a Speedwell Membership to gain access to all Reports here.  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes Section 1: History and Background (0:00) Intro (1:55) Coupang Business Overview (2:56) Start History  (6:13) Groupon Business Model, Differing Value Props  (17:10) Pulling the IPO and Pivoting (30:32) - Second Attempt at an IPO *~* Section 2: TAM and Competition (31:44) TAM and Korean Retail Market Overview (39:13) Market Share and GMV Estimates (42:52) Competition, Consumer Preferences Served (47:47) Flywheel  (56:37) Coupang Fresh Grocery  (59:30) Spend per Buyer  (1:01:18) Competitive Enviroment, Naver *~* Section 3: International and Other Bets (1:27:17) Other Bets  (1:28:31) Coupang Play (1:31:56) Coupang Eats (1:39:10) Coupang Pay (1:42:25) International, Japan, Taiwan (1:48:42) Farfetch *~* Section 4: Financials, Valuation, Risks  (1:53:04) Financial Metrics (2:00:00) Coupang Steady State Margins  (2:04:03) Reverse DCF (2:06:20) Bear Case, Bull Case, Risks (2:13:58) Conclusion -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Purchase the full Coupang Report here.  More details on our Coupang Report here.  Purchase a Speedwell Membership to gain access to all Reports here.     Articles Mentioned Speedwell's Memo: Metaphor Malware: The Clumsy Thinking That Is Crippling Your Business Understanding *~* Twitter: @Speedwell_LLC  Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. At the time of publishing, one or more contributors to the podcast had a position in Coupang. Furthermore, accounts one or more contributors advise on may also have a position in Coupang. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ 

This episode is brought to you by Compass Rose Ventures  and SARAL  - The Influencer OS for Brands Today, host Ramon Vela interviews Alice Zhang, Founder of myPocketCFO. myPocketCFO is the new intelligent finance management platform for growing eCommerce and omnichannel consumer brands.  It delivers real-time auto-bookkeeping, analytics, monthly reconciliation, and CFO advice all in one place.  Unlike traditional accounting firms that charge by the hour and deliver siloed services, myPocketCFO ingests all your transactional data daily to automatically generate financial statements that allow you to collaborate with business partners to make critical decisions at a straightforward subscription price. Highlights: * Her Gratitude Story * Why, if you don't understand the numbers, you're doomed * Jeff Bezos's quote on business cycles as waves * Economic Forecast for the 2024-2025 calendar year * Talking interest rates, commercial real estate refinancing, rolling recessions * Investor's Advice for Founders * For Founders, why it's time to focus on “value creation” * Value creation Explained * What is Accumulated Return or Discounted Cash Flow? * Cost of Capital and Resetting Your Thinking Around Resources * The Cost of Capital Concept Explained * Financial concepts and metrics startup brands should use to measure Value * Using Growth and "Traction" as Financial Metrics for Startups * Explaining the Efficiency of Capital and Marketing Efficiency Return * Why Numbers Should Carry Meaning for Founders * Your Financials Tell The Life Story of Your Brand * Founders should ask, “What does my ideal P&L look like? * Case Study: How you reverse engineer your P&L * And SO. MUCH. MORE Join Ramon Vela and Alice Zhang as we break down the inside story of myPocketCFO on The Story of a Brand. For more on myPocketCFO, visit: https://www.mypocketcfo.com/ Subscribe and listen to the podcast on all major apps. Search for “The Story of a Brand” on your favorite podcast player. * Today's Sponsor: SARAL  - The Influencer OS for Brands: http://storybrandoffer.com/ Claim an "exclusive onboarding" offer for the listeners of The Story of a Brand Show. The Saral Team will work directly with you and offer weekly check-ins and 1:1 consulting until you succeed. Visit my unique link. 

Today we're taking a look back at 2023, and setting the stage for 2024. I'm reflecting on the milestones and challenges of the past year, giving a shout-out to the amazing team behind the podcast and their successes, such as securing the Keep What You Earn trademark and expanding into a dedicated team. I am also sharing my personal theme for the year, "ownership," and revealing the new focus for 2024: "simplify."  This episode is packed with insights and a call to action for listeners to share their word for 2024. Plus, stay tuned for exciting changes coming to the podcast.   What you'll hear in this episode: [04:47] Developing lifelong learners through training and knowledge. [08:33] Take ownership and responsibility for your actions. [10:34] Reevaluating priorities, serving the listener, seeking feedback.   If you like this episode, check out: Financial Metrics to Know for Service Based Businesses You Accomplished Your Goal. What's Next? Questions to Ask Yourself as a CEO Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Click here to take our Podcast Listener Survey - we appreciate your feedback! Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.