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Hosted by melissa houston
2 episodes with melissa houston
2 episodes with melissa houston
2 episodes with melissa houston
2 episodes with melissa houston
2 episodes with melissa houston
3 episodes with melissa houston
4 episodes with melissa houston
2 episodes with melissa houston
Today on the podcast, we welcome back Jean Chatzky. Jean is the CEO of HerMoney.com and host of the podcast, HerMoney with Jean Chatzky. She has served as the financial editor of NBC Today for 25 years and is the financial ambassador for AARP. She appears frequently on CNN, MSNBC, and was a recurring guest on The Oprah Winfrey Show. She has written several New York Times bestselling books. Her latest is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve. Jean also appears in my book How to Retire, where she talks about retirement planning considerations for women.BackgroundBioHerMoney podcastFinanceFixxWomen With Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve, by Jean ChatzkyOpportunity KnocksAARPWomen in Investing and Financial Advisors“How to Choose a Financial Advisor,” video post by Jean Chatzky, Linkedin.com.“Jean Chatzky on Women in Investing: Are You Taking Control of Your Money?” by Melissa Houston, forbes.com, April 21, 2022.Annuities, Long-Term Care, FIRE“The High Costs of Senior Caregiving,” by Ella Vincent, Kiplinger.com, Aug. 3, 2023.“Long-Term Care Insurance Rate Increase Creates Big Headache,” by Jean Chatzky, aarp.com, Feb. 7, 2023.“Are Annuities a Good Investment? What They Are and Why Women Should Consider Them,” HerMoney With Jean Chatzky, episode 433, hermoney.com, July 24, 2024.“How to Retire Early Without Hating Your Life,” HerMoney With Jean Chatzky, episode 459, hermoney.com, Jan. 22, 2025.Other“Jean Chatzky: ‘Financial Stress Is a Big Topic in Need of More Oxygen,'” The Long View podcast, Morningstar.com, Dec. 15, 2020.How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, by Christine BenzKaren FinermanMichael KitcesAlliance for Lifetime IncomeJean Chatzky The Today Show archives
Now more than ever, it's important for women to master their money and business strategies for financial freedom and success. Forget the myth that money is just 'numbers' - in today's episode, Melissa Houston is tackling the emotional side of finance, unraveling cultural narratives that hold women back, and equipping you with actionable strategies for sales, marketing, and securing venture funding. Get ready to unlock your financial confidence and turn your business dreams into a profitable reality! This week's episode 161 of How Women Inspire Podcast is about women's financial confidence and breaking through business barriers! In this episode of How Women Inspire Podcast,Melissa Houston is sharing the importance of understanding your business's finances and actionable steps you can take right now to find the right CPA for your business. Melissa Houston, CPA, and founder of She Means Profit™, is an internationally-selling author and Forbes.com contributor with over 25 years of experience in financial management for small businesses. She helps professional Gen X women build wealth through her proprietary 6-step P.R.O.F.I.T. Method™ Framework. Some of the talking points Julie and Melissa go over in this episode include:The importance of mindset in financial success.Overcoming self-limiting beliefs about money to improve business success.The cultural narratives that hold women back, including that sales aren't for women.Creating a professional relationship with a CPA.Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate, and review the podcast and tell me your key takeaways!Learn more about How Women Inspire at https://www.howwomenlead.com/podcast CONNECT WITH MELISSA HOUSTON:LinkedInShe Means ProfitCONNECT WITH JULIE CASTRO ABRAMS:LinkedIn - JulieHow Women LeadHow Women InvestHow Women GiveInstagram - HWLLinkedIn - HWLFacebook - HWL
Today on Unstoppable, we're joined by Melissa Houston, a financial strategist and the guiding force for countless entrepreneurs on their path to financial clarity and success. Melissa's transition from financial uncertainty to becoming a cornerstone of business financial strategy is both motivating and instructive. Her insights into overcoming common financial hurdles, from blending personal and business finances to misconceptions about profit and cash flow, are invaluable. With a focus on empowering business owners through education and actionable strategies, Melissa's advice is a must-listen for anyone looking to solidify their financial foundation and drive their business to new heights.
If you're like many entrepreneurs, focusing on your business numbers is not really your thing. You do what you can but ultimately, you're too busy managing the day-to-day aspects of your business and focused on growth. But surely if you keep working hard and expanding your business, profitability is inevitable? Right? This week, Mark discusses the importance of mastering business finances with Melissa Houston, a CPA, and the author of Cash Confident: An Entrepreneur's Guide to Creating a Profitable Business. As the founder of the She Means Profit blog and podcast, Melissa helps established female online entrepreneurs manage their finances with confidence so that they can focus on tasks that drive profits within their businesses. Melissa is on a mission to tackle the shocking fact that 82% of businesses crash and burn because of poor money management. If you are an entrepreneur who struggles to gain control over your business finances, you'll want to hear Melissa's insights on how to prioritize profit. Here are some of the topics Mark and Melissa discuss in this episode: How focusing on your business numbers will help you increase the profit of your business Why even big businesses can go bankrupt if they don't manage their money correctly Distinguishing between cash on hand and actual profit is crucial for financial clarity Three tips for driving profit Why controlling expenses is as important as generating revenue for maintaining profitability The importance of knowing your sales target each month Why it's imperative to know how much you need to break even The difference between a tax CPA and a growth strategist CPA Why leaders are the ones who should set targets for their employees to meet How your money mindset affects your business success Why female business leaders struggle with their money mindset The different ways we hold ourselves back from financial success Why business owners struggle with including their salary in their financial plan Melissa's #1 tip for selling more Follow Mark: LinkedIn: https://hi.switchy.io/markdrager Instagram: https://hi.switchy.io/KcKi Want more free tools? Go to our podcast page at https://hi.switchy.io/KcKe
Christmas is a time to bring people together. For today's Christmas episode, Joe White and Beth Ann have brought together a wonderful ensemble of guests featuring Beth Weibe, Melissa Houston, Rachel Wilkins, Kat Hampsch, Emily Sizelove, and Rachel Sparks. Join the conversation and learn more about some favorite family traditions, the why behind those traditions, and the real reason for it all, Jesus!Click HERE to listen on Spotify!Click HERE to listen on Apple Podcasts!
This episode is brought to you by Herbal Face Food. Use promo code "Makini20" for 20% off ALL PLANT facial products. In this episode, Melissa shares how she is recovering from a spending addiction and how you can too! Melissa Houston is a business financial strategist that helps optimize profit in your business so you can make money, increase financial confidence, and build your wealth. Melissa is a CPA with over 20 years experience and is passionate about getting more money in the pockets of business owners. Melissa is the author of Cash Confident: An Entrepreneur's Guide to Creating a Profitable Business and a regular contributor at Forbes.com. Stay connected with Melissa online: Website Instagram Facebook Stay connected with us online: A Walk In My Stilettos Legacy Leavers Media Facebook Instagram Twitter Youtube LinkedIn Books Subscribe to our newsletter if you love the value and free stuff! Send feedback/questions to info@awalkinmystilettos.com Submit guest suggestions HERE Make a donation to keep the show going!
82% of businesses fail due to cash flow mismanagement, often mistaking profit for cash flow. In this episode of the Habits and Hustle podcast, I interview Melissa Houston, author of Cash Confident, who shares her unique five-step framework for mastering business finances. The framework starts with developing a positive money mindset, understanding the difference between profit and cash flow, creating a business financial plan, and the importance of being proactive with cash and forecasting financial outcomes for at least six to eight weeks in advance to prepare for any financial shortages. We also discuss specific financial hurdles that women often face, including mindset issues around money, the intense competition in the online coaching world, and the importance of understanding and managing cash flow effectively. What we discuss: 01:10 - What does it mean to be cash confident? 02:34 - Number 1 reason businesses fail 03:55 - Tips for being more aware of cash flow 05:36 - 5 step framework for mastering business finances 09:00 - How to shift your money mindset 11:53 - Financial confidence for women 16:12 - How to determine the strengths and weakness of a business? 17:46 - What businesses are more profitable and cash flow positive than other ones? 22:50 - The truth behind online coaching 25:13 - When does a company need to hire a CFO? Find more from Jen: Website: https://www.jennifercohen.com/ Instagram: @therealjencohen Books: https://www.jennifercohen.com/books Speaking: https://www.jennifercohen.com/speaking-engagements Find more from Melissa: Website: https://melissahoustoncpa.com/ Instagram: www.instagram.com/melissahoustoncpa Learn more about your ad choices. Visit megaphone.fm/adchoices
Money matters for entrepreneurs and for business owners. It can also be... The post How To: Access Scotiabank's Women Initiative with Chris McMartin and Melissa Houston first appeared on Startup Canada.
Melissa Houston is a CPA, speaker, author, and is the founder of She Means Profit, a podcast and blog that teaches successful business owners how to increase their profit margins, so they keep more money in their pocket and increase their net worth. Melissa is a contributor at large publications such as CEO World and Forbes and is a former contributor at Entrepreneur Today, we will talk about her new book Cash Confident: An Entrepreneur's Guide to Creating a Profitable Business. It is a roadmap to becoming a financially savvy business owner providing shoot-from-the-hip advice, easy-to-understand definitions of financial terms, and practical step-by-step implementation of strategies.Connect With Melissa:Author website: www.melissahoustoncpa.com Facebook followers: https://www.facebook.com/imelissahouston Twitter followers: https://twitter.com/melissahcpa Instagram followers: https://www.instagram.com/melissahoustoncpa/ LinkedIn connections: https://www.linkedin.com/in/melissahoustoncpa/ Forbes: https://www.forbes.com/sites/melissahouston/?sh=3e5857de5ee8
This week I am being interviewed by my friend and former Visionary Client, Melissa Houston!Melissa interviewed me for her podcast, She Means Profit, and we chat about... How Many Hours You Should Spend on Marketing (It depends on the size of your business and the complexity of your marketing strategy)My Take On Marketing (Marketing is more than just selling a product or service; it's about creating a relationship with your customers and building brand awareness)The 3 Main Ingredients Of ANY Small Business Marketing Strategy The key to successful marketingUse storytelling to create an emotional connection with your audience and build brand loyalty.& MORE!p.s.Whenever you're ready, there are 3 ways I can support you right now…Start Your Online Business ($0 to $50,000k Blueprint): Click here to learn more about how The Visionary Method™ can help you ➡️Private 1:1 Marketing Coaching: Small tweaks to your Marketing Strategy can skyrocket your business success….
Welcome to our latest podcast episode where we're excited to be joined by Melissa Houston, the Financial Strategist, author of Cash Confident: An Entrepreneur's Guide to Creating a Profitable Business, and founder of She Means Profit®! Melissa is a Certified Public Accountant who has a wealth of experience helping business owners make profit in their businesses. In this episode, she'll share her expertise and insights into how you can create a profitable business, and she'll also discuss her regular contributions to Forbes and other large publications. You won't want to miss this valuable conversation with Melissa Houston!Follow Melissa on IG: https://www.instagram.com/melissahoustoncpa/ Order her book, Cash Confident: https://www.amazon.com/Cash-Confident-Entrepreneurs-Creating-Profitable/dp/1637586361/ref=sr_1_1?crid=18AUYGFGR2U22&keywords=cash+confident&qid=1684679952&sprefix=cash+confident%2Caps%2C752&sr=8-1 Grab My FREE Guide to learn how to turn your knowledge into profit: www.thekrissychin.com/profit
More businesses were started in the pandemic than ever on record…and if you were on of those entrepreneurs who built a product or service based business out of necessity or a passion and want to learn how to keep it going strong, our guest Melissa Houston has advice on creating profit-friendly business, paying yourself first and outsourcing financial help to the right people. More about Melissa: She is the author Cash Confident, An Entrepreneur's Guide to Creating a Profitable Business, and the founder of She Means Profit. Melissa is a CPA and Finance Strategist who helps business owners and high income earners build their wealth. A regular contributor at Forbes and other publications, Melissa is passionate about teaching others about money management. Learn more about your ad choices. Visit megaphone.fm/adchoices
We all have a money story. What's yours? Is it holding you back? Melissa Houston, founer of She Means Profit, shares how money is tied to your self-worth. Let's start believing that deserve what we're worth and make some profit! More about Melissa: She's a Chartered Professional Accountant (CPA) with over 20 years of work experience. Additionally, she's a Finance Strategist, who works with Small to Medium-sized business (SMBs) owners and the senior-level finance person in their business to ensure financial and business strategies are in place so that profit is optimized. Melissa monitors KPIs regularly, manage cash, provide audit support and many other finance functions.In the past, she's worked with business owners and project managers in high-tech industries, public accounting and government. Also, she has extensive experience with corporate accounting, financial planning, SRED work, Internal Controls and ITGCs. She has a column at Forbes.com, Entrepreneur and other large publications where she shares her personal and business finance knowledge with entrepreneurs. Melissa's passion is helping entrepreneurs and business owners how vital it is to understand their business numbers as the CEO of their business. Melissa just launched "Cash Confident: An Entrepreneur's Guide to Creating a Profitable Business.” The book helps entrepreneurs understand their new money journey. I am a Financial Strategist for CEOs, which means that I help successful business owners increase their profit margins without increasing sales to put more cash in their pocket. In addition to offering Fractional CFO work, I offer 1:1 coaching services and sell online digital courses.
Are you a CEO who avoids the truth of your numbers?Maybe you're afraid to find out. And by the time you do, it might be too late. But when you really start to understand what cash flow is, your revenue goes up and your anxiety goes down.So how do you turn this from something that makes you fearful to something that gives you empowerment? I've invited author and CPA Melissa Houston to the Time to Level Up podcast to help you better understand numbers and money and how to create profit in your business.And if you think this has to be complicated, then you're in for a surprise. People have it completely backward when it comes to managing money. And once you know why, you're a step ahead to becoming a more cash confident CEO.So in this next installment of the “Business Audit to Create Business Awesome” series, you'll learn the five steps in Melissa's cash confident system to generate more revenue and profit in your business. She'll also teach you about the three people you need to make sure you get a grip on your numbers.2:58 - Why Melissa started her business5:00 - The 1st step and where the disconnect between money and numbers comes from8:03 - A quick rundown of steps 2-5 of Melissa's framework and the small thinking of many women entrepreneurs11:45 - How bookkeepers and accountants differ and what a CFO does16:28 - The most important business number to track and what to do before you calculate your profit19:08 - The importance of having a financial plan and how it helps your cash management23:14 - If you're just starting your business and feel anxious about investing any capital into it25:23 - What happens when business owners adopt the five steps and really put them into action?Connect with Melissa HoustonMelissa Houston is a CPA, speaker, author, and is the founder of She Means Profit, a podcast and blog that teaches successful business owners how to increase their profit margins so they keep more money in their pocket and increase their net worth. Melissa is the author of the Simon & Schuster book Cash Confident and a contributor at ForbesWomen.She Means ProfitCash Confident: An Entrepreneur's Guide to Creating a Profitable Business by Melissa HoustonMelissa Houston CPAMentioned In 5 Steps To Being a More Cash Confident CEO with Melissa HoustonAndrea's LinksI've Got This CoachingBook a Call with Andrea
“Getting more wealth into the hands of women creates a better global economy.” — Melissa Houston Women have the incredible power to change the world. But first, we need to get a handle on our money. That's the truth of it. As entrepreneurs, many women avoid looking at their finances altogether because they lack confidence in their ability to understand and take meaning from the numbers they see on the screen. Today on The Legacy Lounge Podcast, my friend and client Melissa Houston is joining me to help dispel some of the permeating financial fears and to help us all start building some more cash confidence and a healthy money mindset. Melissa Houston is a CPA, CGA, found of She Means Profit™ blog and podcast, and the author Cash Confident, An Entrepreneur's Guide to Creating a Profitable Business. Melissa is an incredible entrepreneur who has more than 20 years of experience working in business accounting, and is a regular contributor to Forbes and Entrepreneur. She loves teaching entrepreneurs how to manage their business finances. The more information and resources Melissa can get out to people, the happier she is. In this 30-minute episode, Melissa is going to help us answer our questions on finance, profit, and cash confidence…. Why do you have to look at your business numbers and reports? How does money mindset make the biggest difference in your business? What are the numbers that truly matter in your business? (Why it's not having a 7-figure launch!) What does owning your financial power actually mean? And how can we do that? What is the very first step you can take to start becoming more cash confident? …so much more! I know after listening to this episode that Melissa will inspire you to take the reins of your business finances to start measuring your profitability and work toward living your legacy now! Favorite quotes from this episode: “By not looking at your finances, you're missing out on a lot of opportunities to make your business better.” — Melissa Houston “The numbers that matter are your net profit margins.” — MH “Your finance reports are not there to tell you if you're a good or bad business owner, they're really there to tell you what's going well in your business and what you can improve on.” — MH “The more we're earning, the more we can give back.” — Tiffany Neuman ““It's all about profit.” — MH “Why just leave things behind when we can live our legacies now?” — TN Links Mentioned In This Episode: Purchase Melissa's new book, Cash Confident Previous Episodes of The Legacy Lounge Rate, Review, and Follow on Your Favorite Platform! If you loved this episode, leave us a review. And always make sure you're following the podcast so you never miss an episode. Follow now!
In this episode of "Lady Leadership," host Sam McIntyre is thrilled to welcome Melissa Houston, CPA and founder of She Means Profit, as they discuss her newly released book, "Cash Confident: An Entrepreneur's Guide to Creating a Profitable Business." "Cash Confident" is a roadmap that equips entrepreneurs with the tools and knowledge to become financially savvy business owners. Melissa's shoot-from-the-hip advice, easy-to-understand definitions of financial terms, and practical step-by-step strategies make this book a must-read for anyone seeking to create a profitable business.During the episode, Sam and Melissa delve into the key topics covered in "Cash Confident." They discuss how to develop a healthy money mindset, create a comprehensive financial plan for your business, and the importance of setting up a money advisory board. Melissa also shares how to identify financial strengths and weaknesses in your business, and prioritizing profit.Melissa Houston's expertise in navigating uncertain economic times shines through in her recent Forbes article, "How to Recession Proof Your Small Business." Her practical advice and actionable tips provide entrepreneurs with the tools to thrive in challenging economic climates.To stay updated on Melissa's work and to get your copy of "Cash Confident: An Entrepreneur's Guide to Creating a Profitable Business," visit her website at shemeansprofit.com. The book is available on Amazon and other major book retailers.Don't miss this insightful episode where Melissa Houston shares her wisdom and empowers entrepreneurs to become Cash Confident and build thriving businesses. Tune in and get ready to take your financial success to new heights!About me:My name is Samantha McIntyre, and with over 30 years of experience in business and technology, I have traversed a dynamic career path that has taken me from the helpdesk to the C-suite. Alongside my roles on executive boards and my journey as a mother and entrepreneur, I have developed a deep passion for supporting women in their careers.Throughout my professional journey, what has brought me the greatest fulfillment is helping those around me succeed, particularly women. With a wealth of experience leading technology teams for renowned businesses and brands like Tesco, L'Oréal, Coles, Woolworths, and Sportsgirl, I have witnessed firsthand the challenges and triumphs of being a woman in business and technology.As someone who understands the unique complexities of navigating these spaces while balancing the responsibilities of motherhood and entrepreneurship, I am here to offer guidance and support. Whether you're seeking insights on career growth, strategies for overcoming obstacles, or advice on thriving in the dynamic world of business and technology, you've come to the right place.Join me on this journey as we explore the triumphs, setbacks, and invaluable lessons learned as a woman in the business and technology landscape. Together, we will empower one another, break barriers, and create a supportive community where women can thrive.Welcome to the podcast, where we celebrate and champion the incredible achievements of women in business and technology. I'm Samantha McIntyre, and I'm thrilled to have you here.Contact:Website: https://www.lady-leadership.com/LinkedIn: Samantha McIntyre Twitter: sjmcintyre1Facebook: @Samantha McIntyreInstagram: @sammijmac and @lady-leadership
Welcome back to another fantastic episode of the Product Boss Podcast, where we're here to support and guide you in growing your business. Today, we've got an amazing guest joining us to talk about becoming more cash competent!We're thrilled to have financial strategist Melissa Houston with us today. Melissa has been a valuable asset to our Masterminders and shares her passion for helping small business owners understand their finances. As a former social worker turned CPA, she noticed the disconnect between financial professionals and business owners and made it her mission to bridge that gap.Join us as we celebrate the launch of Melissa's new book, "Cash Confident: An Entrepreneur's Guide to Creating a Profitable Business," which is set to release on May 16th. Melissa shares her journey from social work to accounting and the importance of understanding your numbers to make profitable business decisions.So, get ready to dive into business financial literacy and learn how to become cash confident with our amazing guest, Melissa Houston!Don't forget to enter our giveaway to have a chance to win a copy of Cash Confident- there will be 10 lucky winners! Enter here.Brought to you by the Shop 1 in 5™ Pledge! Commit to making 1 in 5 of your purchases from a small business, whether online or offline. The Shop 1 in 5™ Pledge is a way to make an impact together when (and where) it matters most. Join us and take the pledge today!Resources:Learn more at shemeansprofit.comRead: Cash ConfidentWant a guide to over 308 business tolls and resources to help you effectively run your product-based business? Visit theproductboss.com/resourceguide to get this FREE download today!Connect:Website: theproductboss.comInstagram: @theproductbossMentioned in this episode:No Straight PathListen to No Straight Path by Ashley Menzies Babatunde!No Straight PathHubSpotGet started for free!HubSpot CRM
Joining me today is Chartered Accountant and Entrepreneur, Melissa Houston. Melissa empowers business owners to be financially literate so they can make profitable decisions. Today we discuss why it's so important to understand both the numbers in your business and your relationship with money. What You'll Learn In This Episode: - How despite being a money expert Melissa found herself in debt when credit became an emotional crutch. - Spending can become a habit and even an addiction, today Melissa shares how you can become aware of your patterns to avoid emotional spending. - Once you understand the numbers in your business they can provide you feedback and can give you all the information you need to take things to the next level. - Money is emotional so having a positive money mindset is so key to success. In this episode, Melissa shares some of the ways you can improve your relationship with your finances to get cash confident. Resources: - Download my FREE Launch Strategy Guide - Visit my website www.lisajohnson.com - Follow me on Instagram @lisajohnsonstrategist - Follow me on Facebook @lisajohnsonstrategist - Join the discussion at @thefabulous5percent - Subscribe to my YouTube channel - Melissa's book, Cash Confident, is out now!
There was a time when I was happy to stick my head in the sand when it came to business finances, P&L statements, and balance sheets. That didn't bode well for me as I eventually declared bankruptcy for my first business. While I wouldn't wish my experience on anyone, I did learn (the hard way) the importance of looking at and understanding my numbers. That's why I'm so excited to have Melissa Houston on the Thrive by Design podcast today. Melissa is one of our Momentum coaches, the founder of She Means Profit, and the author of the new book Cash Confident. She teaches business owners how to ditch all of their money stories to become cash confident and grow a profitable business. In Podcast EP#407: How to Feel Cash Confident in Your Jewelry Business Melissa shares her 5-Step Financial Framework for a Profitable Business and also… How our money stories are emotionally charged Why the fear of money is deeply rooted but also irrational How to run your business profitably by understanding your financial statements Why monthly and yearly planning is so important The smartest way to invest in your business And much more! Here are the resources mentioned in the show: The Ultimate Marketing + Social Media VA Hiring Template for Jewelry Business Owners Grab a Copy of Melissa's book: Cash Confident, including her bonus workbook Book a Discovery Call to learn about our Momentum Program, where you'll get insights from other coaching experts like Melissa. Are you enjoying the podcast? We'd be so grateful if you gave us a rating and review! Your 5 star ratings help us reach more businesses like yours and allows us to continue to deliver valuable content every single week. Click here to review the show on Apple podcast or your favorite platform Select “Ratings and Reviews” and “Write a Review” Share your favorite insights and inspirations If you haven't done so yet, make sure that you subscribe to the show wherever you listen to podcasts and on Apple Podcast for special bonus content you won't get elsewhere. Xo, Tracy Matthews Follow on Instagram: Follow @Flourish_Thrive on Instagram Follow @TracyMatthewsNY Instagram Follow Flourish & Thrive Facebook Follow us on Tik Tok: Follow @Flourish_Thrive Tik Tok Follow @TracyMatthewsNY on Tik Tok
An issue a lot of entrepreneurs and leaders face when they begin to make money is playing with that money, then subsequently losing it. In today's episode of Playing In The Sandbox, I meet with Melissa Houston to talk about her experience with money and how you can avoid those pitfalls. Here are some key takeaways to prevent you from losing your money: Be willing to negotiate with your salary. Don't undersell yourself. Build up your financial assets instead of wasting your money. Have strong financial goals. Go to https://www.tammyjbond.com/podcast to learn more about playing smartly with your money instead of losing it. We'd love for you to join us for our next episodes by tuning in on Apple Podcast, Amazon Podcast, or Spotify and subscribe to our Youtube channel. This podcast is produced by TSE Studios.
In this week's episode, Amanda is joined by money expert Melissa Houston. She is a CPA, Fractional CFO, Author, and the host of the She Means Profit Podcast. Together they discuss what it really means to have a positive money mindset, and cleaning up your money hygiene. Melissa shares her story of being $100K in credit card debt, to how she completely transformed her life with financial abundance. They also discuss building healthy money habits and learning the difference between self-worth and net worth. Apply For Enrollment in the Upcoming Sparkle System CohortSave Your Spot in the FREE Magnetic Coach ChallengeConnect with Melissa:-Follow her instagram HERE-Pre-order her book CASH CONFIDENT HERE! When you pre-order your copy, you will receive some amazing bonuses. This book will help you navigate becoming confident in your money journey while learning about building lasting wealth. FOLLOW ME!! Instagram: CLICK HERE Free Higher Self Activation Audio: CLICK HEREBook your free call to hear how we can help you attract your next 6 figures: CLICK HERE For business and collaboration inquiries, please email pr@therelatedpodcast.com
Meet Melissa Houston, a CPA and podcaster of the She Means Profit podcast. After years of working in the corporate tax world she became passionate about helping entrepreneurs manage their business finances. In this episode of The Sixth Degree podcast discover how Melissa entered the world of CPA and some easy tips and tricks to maximize your money. What You'll Learn:Melissa Houston shares her journey and evolution in the world of finance Melissa shares some quick tips and tricks for entrepreneurs to manage their moneyMelissa shares common mistakes entrepreneurs make and how to avoid them To learn more about Melissa Houston, visit her website MelissaHoustonCPA.com and follow on instagram at MelissaHoustonCPA.Check our past episodes of The Sixth Degree podcast! Remember to follow us on Instagram, Facebook, and Twitter.
My hope is that if you've been a long-time listener of the podcast, money talk no longer makes you cringe, but rather, lean in. And if you're a new listener, well, have I got a treat for you because getting comfortable with the topic of money is the first step toward achieving your version of financial freedom and success (whatever that means to you). In this episode, I'm joined by Melissa Houston, CPA, CGA and the founder of She Means Profit, a business consulting firm dedicated to helping business owners have the proper financial and business strategies in place to create more profit in their businesses. As a columnist at Forbes and other top-tier media publications, Melissa provides advice on business and personal finance to entrepreneurs, and she's also the author of Cash Confident, which will print at the start of summer in 2023. In this episode, we discuss: Why emotion is often entangled with our thoughts, stories, and beliefs around money and how we can begin untangling the mess The distinction between revenue and profit, not only from a financial perspective, but a growth perspective Questions to ask yourself to get to the root of your money mindset and Melissa's top tips for shifting your thoughts and beliefs around money so that they're serving you instead of hindering you The big-picture view of Melissa's 5 Steps of her Cash Confident Framework To read the full show notes for this episode, visit: http://www.addoaesthetics.com/blog/305 Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here.
Starting a business is exciting, but the money side of things may be a bit scary to really plan and prepare for. But let's take a minute to break it down, in a way that makes sense with Melissa! Melissa is a CPA, finance writer for Forbes and Entrepreneur and a business finance strategist with over 20 years of in-depth experience working with startup companies to multi million dollar businesses. Besides seeing first hand what gets businesses into trouble, she carries her own experience as she builds her 7-figure business and she's passionate about sharing her knowledge of business finance with other entrepreneurs. It's time to be empowered in your numbers & your money! In this episode, you will learn: What a recession is & who it affects How a recession can impact your small business What numbers you need to know in your biz Money mindset tips Connect with Melissa: IG & LinkedIn - @melissahoustoncpa https://shemeansmoney.com/ Other Resources: Want to learn how to become a virtual assistant? Sign up for my FREE 30 minute VA training. Get your behind-the-scenes peek at how I started my virtual assistant business and replaced my full-time salary with no prior experience, seven months pregnant with a 1.5 year old running around! Get instant access now >> https://aubreemalick.com/freetraining Join the Freelancer to CEO Podcast Community on Facebook If you found value in today's episode, I would love it if you shared this in your Instagram stories! Help us spread the message to more freelancers who are ready to step into the CEO role! Connect with me on Instagram: @aubreemalick
Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. She's a licensed Chartered Professional Accountant (CPA), and a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue, so that they keep more money in their pocket while increasing their personal wealth. In this episode, Melissa shares that it's common for people to have money stories that hold them back, and if you're not able to release them, they will control you. She discusses the importance of downside protection and recession-resistant asset classes, as well as how to forge strong relationships with operating partners and investors. To learn more about Melissa's work, listeners can visit her podcast at her website! [00:01 - 04:17] Opening Segment Melissa shares how her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them She talks about her experience with financial infidelity [04:38 - 20:12] Identifying Issues To Overcome Financial Infidelity Melissa shares her story of how she became overwhelmed with debt She found relief by seeking out professional help and learning about her money story She shares that everyone has a “money story”, and it is important to learn how to release these stories in order to live a life that is truly fulfilling It is important to identify the real issue and get help from a professional She shares the common issue that business owners which are: Overwhelm Fear of looking at their numbers [20:13 - 23:34] Closing Segment Melissa shares to focus and mindset and coaching help business owners overcome these obstacles and reach their financial goals Melissa shares where you can get in contact with her (links below) Quote/s: “It's really important to me to help business owners understand how important it is to create profit in their business and how they can increase their profit margins so that they keep more money for themselves and they can build their own net worth.” – Melissa Houston You can connect with Melissa through her: Website: Melissa Houston Instagram: Melissa Houston LinkedIn: Melissa Houston Facebook: Melissa Houston WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email at sujata@luxe-cap.com Visit my website www.luxe-cap.com or my YouTube channel Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
Money talks, but it sure can sound like a foreign language to some of us! Melissa Houston, CPA, owner of She Means Profit, joins me in this episode to demystify a few financial realities about running an expertise-based service business. She has 20 years of experience diving into the numbers with her clients and putting them in control of their 1, 5, 10-year plans to make their business scalable and saleable. In this episode, you will learn: The importance of having a financial plan for your business – and just what the heck that is. Why corporate refugees need to stop thinking in terms of “income” and start considering revenue and profit. Believe it or not, there's a more important way to increase profit than making more money. What buyers look for in an attractive business (hint, it's margins). Bonus: Melissa tells us the surprising way she became a Forbes columnist. With her focus on women business owners, Melissa and I shared some heartfelt perspectives about how women do things differently, and why that can be a benefit and a drain. If you want to assess your own business assets, contact me so we can take a look. Melissa Houston is a Chartered Professional Accountant (CPA), a Financial Strategist for CEOs, a columnist athttp://forbes.com ( Forbes.com), and the host of She Means Profit podcast. Melissa helps successful business owners increase their profit margins so that they keep more money in their pocket while increasing their personal wealth. Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams. Get Melissa's Five Step Roadmap to Biz Finance Freedom here: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmap/ (https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmap/) Connect with Melissa: http://shemeansprofit.com (http://shemeansprofit.com) https://www.linkedin.com/in/melissahoustoncpa/ (https://www.linkedin.com/in/melissahoustoncpa/) https://www.instagram.com/melissahoustoncpa/ (https://www.instagram.com/melissahoustoncpa/) Connect with Erin and find the resources mentioned in this episode at https://www.hourlytoexit.com/podcast (hourlytoexit.com/podcast). Erin's LinkedIn Page:https://www.linkedin.com/in/erinaustin/ ( https://www.linkedin.com/in/erinaustin/) Think Beyond IP YouTube Page:https://www.youtube.com/channel/UCVztXnDYnZ83oIb-EGX9IGA/videos ( https://www.youtube.com/channel/UCVztXnDYnZ83oIb-EGX9IGA/videos) Music credit: Yes She Can by Tiny Music A https://www.angiemjordan.com/podcast-launch-bestie (Podcast Launch Bestie) production
Although accounting may not seem like the most exciting part of running a business, if you properly understand your finances and take the time to put a financial plan in place, you will be doing yourself an enormous favor. Tune in today to hear Melissa Houston's take on the importance of overcoming your financial fears and taking control of your finances as an entrepreneur! About Melissa Houston:As the founder of The Fractional CFO Agency, Melissa's ultimate goal is to help business owners understand their businesses' financial side so they can create more profit and live financially secure lives. She is also the host of the She Means Profit podcast and a columnist for large publications, including Forbes. Episode highlights: Most people don't think of accounting as something that is going to generate revenue, but 82% of businesses fail due to financial mismanagement. To ensure that you don't become part of this statistic, optimize profit as early as possible by putting sustainable financial management systems in place. (04:53) Fear and overwhelm are common emotions that people experience when it comes to looking at their finances. But when you take the emotion out of it, you will unlock the ability to use your money as a tool to your advantage. Your financial information should never be a source of shame. It is just data; treat it as such. (12:20) As a business leader, every decision you make has consequences for your bottom line. Knowing your numbers will increase your confidence and ability to make decisions that positively impact your company. (15:10) If you want to succeed as an entrepreneur, get clients in the door! There's no secret to it and no tricks that will get you there faster. Overnight success is a myth; it takes hard work to achieve big goals (15:46) “Finance is the backbone of a business.” You'll be lost if you don't understand how your business works from a financial standpoint. Success lies in understanding the numbers, so it's time to get learning! (20:06) Melissa's best advice for entrepreneurs:“If you take the emotion out of [your financial information] and you look at it as data, it becomes less fearsome, and you can use the data to your advantage.” (14:20) Connect with Melissa: LinkedIn Twitter Website Follow Beyond 8 Figures: LinkedIn Twitter Website
Your mistakes don't define you. In fact, they are essential for self-discovery and success. They teach you a lot and help you grow. Having seen the bottom and climbed her way back up, Melissa Houston shares how she concealed $100k in personal debt from her husband, and bounced back both personally and financially. Now she is a financial strategist who helps entrepreneurs grow from 6-figure to 7-figure businesses. Stay tuned and learn how you can leverage your mistakes to achieve your financial dreams.Love the show? Subscribe, rate, review, and share! http://getfundablepodcast.com/
Check out this week's Mom on the Go with Melissa Houston, CPA, writer at Forbes, business coach, and mamma.
Learn how Melissa Houston and her husband overcame financial infidelity after she hid $100k of debt from him. In this episode we also talk about treating your household like a business and how to get a hold of your finances. Melissa shares tons of nuggets and tips to help you on your personal finance journey.
I talk a lot about storytelling and the importance of integrating stories into your presentations and talks. Well, money has a story too. Your money story may be driving behaviors in your business. My guest is Melissa Houston, a CPA and Financial Strategist for CEOs. I've gotten to know Melissa over the past few months as she's gone through our Thought Leader Academy to develop her speaking skills and create her keynote signature talk. Melissa and I talk about: The #1 challenge she sees with the women she works with about their finances What it means to have a money story and how much that can impact our relationship to money and to our business The difference between using money to spend vs. invest Melissa's own story around money Why Melissa decided she wants to be a speaker What Melissa got out of her experience in our Thought Leader Academy Join our Thought Leader Academy to develop your speaking skills and create your signature talk: https://www.speakingyourbrand.com/academy/ About My Guest: Melissa Houston is a CPA and Financial Strategist for CEOs. Melissa helps successful business owners increase their profit margins so they keep more money in their pocket and increase their net worth. Melissa is the host of The Business Society podcast and a columnist at Forbes.com. About Us: The Speaking Your Brand podcast is hosted by Carol Cox. At Speaking Your Brand, we help women entrepreneurs and professionals clarify their brand message and story, create their signature talks, and develop their thought leadership platforms. Our mission is to get more women in positions of influence and power because it's through women's stories, voices, and visibility that we challenge the status quo and change existing systems. Check out our coaching programs at https://www.speakingyourbrand.com. Links: Show notes at https://www.speakingyourbrand.com/276/ Melissa's website: http://melissahoustoncpa.com/ Melissa's podcast “The Business Society”: https://www.melissahoustoncpa.com/think-like-a-cfo-podcast Join our Thought Leader Academy: https://www.speakingyourbrand.com/academy/ Connect on social: Carol on LinkedIn = https://www.linkedin.com/in/carolcox Melissa Houston (guest) on LinkedIn = https://www.linkedin.com/in/melissahoustoncpa/ Melissa Houston (guest) on Instagram = https://www.instagram.com/melissahoustoncpa/ Related Podcast Episodes: Episode 161: Mindset and Negotiation Strategies for Speakers with Latesha Byrd Episode 243: How We Create a Signature Talk in a VIP Day
Today on the podcast we are so happy to have Melissa Houston. She is a Certified Public accountant, an entrepreneur and a life coach. In her 20 years in all things financial she has seen a lack of understanding and knowledge about finances. Her goal is to help business owners make their businesses as profitable as they can be. In this episode we will cover:Five step financial frameworkHaving insurance for a businessUnderstanding your finances in your businessYou can find Melissa on Linkedin or Instagram or on Facebook. Grab her 5-Step Roadmap to Biz Finance Freedom here.Legalpreneur LIVE tickets are now available! We may be a company founded on legal protection, but Legalpreneur LIVE is all about business and personal growth with your tribe of business besties. Premier pricing is available through May 9, 2022, grab your ticket here!Now is a great time to join the Legalpreneur Membership! Get in now before prices go up in the spring. Learn more here. The 5-Day Legalpreneur Challenge is back! It is going to cover everything you need to know as a small business owner; this won't be just a surface level discussion like you get in this podcast, instead we are diving deep into all the knowledge you need to run your business. Remember to use code PODCAST for a special discount!Links: Andrea's Instagram Legalpreneur Instagram Website FacebookTwitter TikTokYouTubeTranscriptDisclaimer: The Legalpreneur Podcast is advertising/marketing material. It is not legal advice. Please consult with your attorney on these topics. Copyright Legalpreneur Inc 2022
On today's episode of the podcast I talk with Melissa Houston, CPA and financial strategist for CEOs, about the importance of profitable businesses and increasing your networth. Melissa helps successful business owners increase their profit margins to keep more money in their pocket and increase their networth. she is a columnist at Forbes and host of the Business Society podcast. Small businesses benefit from a fractional CFO, a part time CFO for your small to medium-sized business (solopreneur to 10-50 employees with 7-8 figures a year) important to do your financial planning. A different look at small and medium sized businesses than the tax code that typically defines a small business as under $25 million in revenue. Too often business owners are focused on revenue, but if you're not bringing in and growing your profit, you're not going to last. 82% of businesses fail due to financial mismanagement because either you're spending more money than you're making or you have cash flow issues. Money is a vulnerable topic and we can carry money stories from as early as childhood with us as we grow our business. For example, if you struggle with pricing your products, that's a money mindset issue. You need to price your services to your value. Cash is queen! We often think about the importance of having an emergency fund of 3-6 months of expenses, but that also applies to our business because we all experience ups and downs in our business. When things are great, you need to think about the amount of cash you're putting aside when times get leaner to make sure there is more longevity to your business. When you are assessing your cash situation, let's say things are going well and you're saving money in your reserves, you need to plan ahead. You also have to consider lines of credits where you can pay interest on what you're borrowing, or loans. These are harder to get in the leaner times than it is when you have more money that can back them up. Post-COVID, it won't hurt you to have 6-12 months of savings, including owner's salary as a business expense. Too often Melissa sees business owners paying themselves with what's left over as opposed to budgeting to pay yourself regularly because everyone has personal expenses. It's also okay to reinvest in things that will make the business more profitable, but you need to keep ahead of it so that you stay profitable. You should include your salary before considering your profit margin because you have to pay yourself. Braden refers to profit before salary your owner profit and your profit after salary your business profit because that's what goes on your taxes. Profit can often look like a bell curve. In the beginning of your business your profit is kind of low because you may have expenses with little to no income. Then as the business grows you become more profitable, and then as it grows even more, you may hire more employees which may help increase revenue but make your profit go down, though 20% profit on 1 million dollar is still more money in your pocket than 50% profit on $100,000. It all depends on the business. Sometimes it's not the case to hire before you're ready, it depends on the workload you're dealing with, how it will increase your revenue, and how that increase and revenue and paying your new hire(s) will impact your profit. What do you need to show before you're ready to hire? If it's between a) Three consecutive months of profit to hire a person without an immediate ROI or b) I have enough saved to hire and pay a person for six months on top of my emergency savings. you'd want b. Having a 6 month runway is helpful, but it's still important to punch the numbers to see how it all works in the larger financial plan. Melissa advises even if you have in-house accounting support, you should always outsource your tax accountant. Not all CPAs are tax professionals, some are focused on other topics like profit optimization. It's also great to have a second set of eyes on your books. Your bookkeeper is not your CFO. Get in Touch with Our Guest Melissa Houston, CPA, fractional CFO, and financial strategist for CEOsGet Melissa's free 5-Step Roadmap to Biz Finance Freedom! on her websiteListen to her podcast, The Business Society Podcast Find her on Instagram, Facebook and LinkedIn @melissahoustoncpa
Have you got a “money story” that you are ashamed of? If you think you are the only one who's messed up, or not done all the right things with your finances, todays episode is for you, because you are not alone.So many women have shame and guilt attached to their history with finances, and our guest today, Melissa Houston gets really vulnerable by sharing hers to show you that even the experts make mistakes and everyone can bounce back. As a finance expert she still found herself over 100k in debt, while hiding her debt and her habits from her husband and spending money she didn't have. Melissa knows how easy it is to get into trouble and well as how to reset your habits and break free. So today we are talking about: · Resetting your debt mindset and why wealth is possible for anyone · 3 reasons your business needs a reserve of cash· Some money management tips for scaling your business· Forgiving your own mistakes and building forward Here's a truth bomb from today episode that will set you free. Money has no emotion – we attach that. Your financial reports, your finances, even your debts are just feedback on what's working and what needs to change. It's data – that's all. Our guest today: Melissa HoustonMelissa is a CPA and Financial Strategist for CEOs, host of The Business Society podcast and a contributor at Forbes.com. She helps business owners increase their profit margins so they keep more money in their pockets, helps entrepreneurs understand their finances, and start listening to the story their numbers are telling them in their business. Links for this episode:The 5-Step Roadmap to Biz Finance Freedom offers business owners the 5-steps they need to cover to get the high level understanding of their business finances. https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmapOne Step Empire Website: https://www.shecorporated.com/one-step-empire-podcastFREE Business Kickstart Challenge: https://shecorporated.lpages.co/business-kickstart-challenge/
Here's how Melissa teaches business owners how to create wealth through their businesses.Melissa is a Chartered Professional Accountant (CPA) who has over 20 years of work experience.She is also the Founder of The Fractional CFO Agency where she works with Small to Medium-sized businesses (SMBs) as a Fractional CFO and the senior-level finance person in their business to ensure financial and business strategies are in place and that progress is being made. She monitors KPIs regularly, manages cash, provides audit support and many other finance functions.In the past, she has worked with business owners and project managers in high-tech industries, public accounting and government. She has extensive experience with corporate accounting, financial planning, SRED work, Internal Controls and ITGCs.Melissa is a columnist at Forbes.com, Entrepreneur and other large publications where Melissa shares her knowledge of personal and business finance with entrepreneurs. Her passion is helping entrepreneurs and business owners how vital it is as the CEO of their business to understand their business numbers.Melissa is also the host of The Business Society™️ podcast.She is a Financial Strategist for CEOs which helps successful business owners increase their profit margins without increasing sales, so they can put more cash in their pocket. In addition to offering Fractional CFO work, She also offer 1:1 coaching services and sell online digital courses.KEY QUESTIONS:Virginia 01:02 Have you always wanted to be a chartered accountant? Have you always been out on your own?Virginia 02:35 Does it matter where that company is located? Virginia 03:05 how do you get out in front of clients now?Virginia 05:25 Are there any common mistakes that you tend to see your clients making?Virginia 07:54 What are some of your big goals for the next one to two years? Virginia 10:13 Do you find what's the number one roadblock that you feel is holding you?Virginia 11:21 Do you find that you do a lot of self-reflection?Virginia 12:11 What were some tips, tricks and stuff that you did to help reset your mindset and stuff when it came around the debt and the wealth and wanting to wealth?Virginia 20:20 Do you have any tips for helping us be able to optimize our profit margin?Virginia 21:32 What's the best advice that you have ever received? Learn more from the source!Check these out to learn more about Melissa Houston: Website: www.melissahoustoncpa.comWebsite : www.thefractionalcfoagency.comWebsite : www.thebusinesssociety.coLinkedIn: linkedin.com/in/melissahoustoncpaVirginia Purnellhttp://facebook.com/distinctdmhttps://www.linkedin.com/in/virginiapurnell/ Virginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comBook a Free Call http://bit.ly/DDMBookACallECTune in to gain insights from the experiences of fellow entrepreneurs and learn more about setting your business up for success!
On this podcast, APQC's Mercy Harper and Megan McCulloch talk with Melissa Houston, financial strategist to CEOs and founder of the Business Society, about the benefits of fractional CFOs and how to find the right fractional CFO for your organization. Subscribe to us on iTunes or wherever you get your podcasts! Register for APQC's 2022 Process Management & Knowledge Management Conference on May 11 and 12 in Houston, Texas!
Do you like to read financial articles or magazines? In this episode we welcome a Forbes and Entrepreneur Magazine contributor and Certified Public Account who gives us 2-cents worth saving. In this episode we cover the importance of financial literacy. Support this podcast at — https://redcircle.com/the-shades-of-entrepreneurship/donations
Join your host Tracy Wilson and Fractional CFO Melissa Houston for some insights from a CPA into profiting more from your hard-earned income.
On this podcast, APQC's Mercy Harper and Megan McCulloch talk with Melissa Houston, a financial strategist for CEOs and founder of the Business Society, about how small businesses and startups can improve cash flow and risk mitigation. Subscribe to us on iTunes or wherever you get your podcasts! Register for APQC's 2022 Process Management & Knowledge Management Conference on May 11 and 12 in Houston, Texas!
What happens when you wake up one day and find yourself 100k in debt? How about when you take the “ignorance is bliss” approach to managing your personal or professional finances? How can facing your financial situation work to empower you? You'll learn the answers to all of these and much more on today's episode! Our guest has personally dug herself out of debt and now helps clients increase their profit margins so they keep more money in their pocket and begin to build wealth. -----------------------------------------------------Interested in hiring Michelle as a coach, educator, or speaker? Click HERE. Claim Melissa's FREE gift: The 5-Step Roadmap to Biz Finance FreedomLearn more about our incredible guest, Melissa Houston, by visiting her website. You can also connect with her on LinkedIn or Instagram
Let's make numbers less daunting for entrepreneurs! Melissa Houston has gone from over $100k of debt to totally financially free. And now she runs her own business helping entrepreneurs regain power over their finances. On this episode, you'll learn how to harness and own your financial power as a business owner, how your financial professional fits into that professional power, and how you can show up as the CEO you are to really own your finances! >>> Connect with Melissa and grab your free copy of the 5-Step roadmap to biz finance freedom at MelissaHoustonCPA.com >>> Connect with Melissa on IG @MelissaHoustonCPA >>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa >>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so >>> Hire us!: https://www.fitnancialsolutions.com/accounting >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ >>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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.
UpSetters discuss factors that affect Black women receiving disproportionate care. Special guest: Dr. Melissa Houston
Are you confident in how you have your business financials set up? Are you set up for long term success, or are you simply just getting the basics done? Today we have a very special guest, a mentor to me, Melissa Houston. She has a very interesting perspective on finances. She is here to have a conversation about your (the service provider's) finances. Get Melissa's free download: 5 Step Roadmap to Biz Finance Freedom For full show notes visit www.theopsauthority.com/podcast/143.
This is our way of making a positive difference! Our guest today Melissa Houston is a financial strategist who teaches business owners how to live a rich life now while building a plan for financial freedom in 10 or less years. She mixes creative approaches to lifestyle design, deep dive financial planning techniques and a hard core business strategy to equip you with the knowledge and inspiration you need to build financial independence. ----------------------- Connect with Sara via Instagram - https://instagram.com/sarasheikh_engbiz?utm_medium=copy_link or drop in to her calendar, here's the link! https://calendly.com/engineergoal/clarity-call
Melissa Houston is founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she's a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. CONNECT WITH Melissa Houston Linkedin: https://www.linkedin.com/in/melissahoustoncpa/ Website: www.melissahoustoncpa.com CONNECT WITH Cedric Francis Website: www.lead2greatness.com Facebook: https://www.facebook.com/cedricbfrancis Twitter: https://twitter.com/cedricbfrancis Instagram: https://www.instagram.com/cedric_francis/ LinkedIn: https://www.linkedin.com/in/cedric-francis-a0544037/ Disclosure: Links contain affiliates. When you buy through one of our links we will receive a commission. This is at no cost to you. Thank you for supporting Lead to Greatness and allowing us to continue to bring you valuable content. Promo: Try Audible Premium Plus and Get up to two free audiobooks: https://amzn.to/3as87Aw Recording Equipment Mic - https://amzn.to/3dHeSAi Road Castor Pro - https://amzn.to/3aujvvS Headset - https://amzn.to/2QM2O8a Mic Cable - https://amzn.to/3dJ9Wec USB Cable (Mac Book Only) - https://amzn.to/2PbAPy2 USB Cable (Windows Only) - https://amzn.to/3sK5K2h Cable Compatible with Bose Brands - https://amzn.to/32BpN8j Camera - https://amzn.to/3ncI7Oz Mini Switcher - https://amzn.to/3dJGiWy Micro HDMI Cable - https://amzn.to/3tISvQK High Speed HDMI to HDMI Cable - https://amzn.to/3v3NfaG
I was thankful to recently have an article published on Forbes by today's podcast guest, Melissa Houston, life coach, founder of The Business Society, and CPA. If you've ever wondered what the benefit is of hiring a CPA or a fractional CFO, Melissa is pulling back the curtain in this conversation on who you need, what to look for, and why having someone manage the finances of your business is critical to your success. Three important key points to listen for in this episode: The unconventional place Melissa starts with her clients before building a financial plan. Who you need to hire and the differences between a bookkeeper, CPA, and fractional CFO. And the critical importance of not going with the cheapest option. Number one tip for challenging and unpredictable economic times. How much do you need in reserves? How can you thrive during times of inflation? We cover it all. More than anything, my wish is that this conversation brings you hope that no matter what financial situation you find yourself in, there's no reason to feel shame or guilt around it. We can't be awesome at everything! That's why it's so great to have people like Melissa to guide us along the way. Learn more about her incredible work at www.melissahoustoncpa.com Did you love today's episode? 1. Take a screenshot and share it to your IG stories. Tag me @stacytuschl! 2. Leave us a rating and review on Apple Podcasts! _______________ Ways to work with Stacy: WELL-OILED OPERATIONS: Learn how to remove yourself as the bottleneck of your successful growth and build a business that can run without you! www.welloiledoperations.com/register MASTERMIND: Check out the 4 inevitable stages of what it takes to become a powerhouse and successfully have your business work for you. Watch the FREE training here: https://stacytuschl.com/insider
This is a conversation that everyone will be able to relate to. Roger and Melissa keep it professional but will also make this personal. We each have destructive stigmas that we deal with that hold us back, especially when it comes to money. In fact, everyone has a unique money story. As accounting professionals are we inspiring and empowering our clients to be financially successful? It's not enough that we provide, we also need to be willing to teach business owners, CEO's their numbers in business so they can create more profit in their business. Ask yourself this, what are the similarities that exist between therapy and coaching? They'll also discuss how we can and should go ALL IN with our company and work ON our business. Oh, and they'll also discuss money “mismanagement” and the hole that it can become. Just because we're accountants doesn't necessarily mean we are perfect, great, or even good with our own money management, or should it? Have you at times felt like you are living with the imposter syndrome as an accountant? Sit back and enjoy this next conversation. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Melissa Houston Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she's a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn't helping entrepreneurs become better CEO's of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Profit First – the transformative process to apply in business to make profit deliberate and intention As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor. We refer to this as becoming their Profit & Growth Expert following the processes outlined in the Universal Business Builder engagement. This is a great addition to your firm's offer, an additional revenue stream, and a client retention service. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
“The best way to know what's going on in your business, and to know your business intimately, is to know your business numbers.”— Melissa HoustonIs it better to have $1 million in revenue or $300k in revenue? That's a trick question — and this episode explains why.My guest Melissa Houston is an certified accountant and financial strategist who makes it easy to understand your business finances — and loves empowering women entrepreneurs to make that money. (I highly recommend checking out her columns on forbes.com.) Confession: I find it a little overwhelming to look at my own numbers. But trust me, you don't have to be a numbers person to get BIG value out of this episode, so grab a pen before hitting play.In this episode, you're going to learn why all of those 7-figure launches you keep hearing about may not be as impressive as they seem.Hit play to hear Melissa break down the real and important difference between revenue and profit, how to fix your money mindset, and five steps for revamping your financial picture!You'll learn:What you should take into account when setting your rates (no, you shouldn't just rely on Google!)The #1 thing that business owners struggle with the most when it comes to their finances How to grow your wealth through diversifying your offers, building new revenue streams, and making investments Subscribe now and never miss a single episode!About Melissa Houston: Melissa Houston is a Certified Public Accountant, life coach, and entrepreneur who helps 6-figure successful CEOS grow to 8 figures+. She is a Forbes columnist and host of the Business Society Podcast. Her first book Cash Confident: An Entrepreneur's Guide to Running a Profitable Business will be available in 2023.Highlights: 00:32 Intro02:02 Meet Melissa Houston!05:29 Setting your hourly rate06:27 Profit v. revenue09:22 How to build wealth in your biz12:51 Biggest problems business owners face14:34 Fixing your money mindset16:25 Unique ability of biz owners to create wealth21:28 5-step framework25:22 Where to start!28:20 The Christy Questions Please remember to subscribe, rate, and review! ---------------------------Melissa Houstonhttps://www.melissahoustoncpa.com https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmaphttps://thebusinesssociety.co https://www.thefractionalcfoagency.com https://ca.linkedin.com/in/melissahoustoncpa Instagram: melissahoustoncpa --------------------------- CONNECT WITH CHRISTY ON INSTAGRAM: https://www.instagram.com/christycegelskiReady to fill your calendar with consistent clients? Grab my Instant Funnel bundle and snag a TON of goodies, including a brand voice and messaging guide and more swipe files than you can shake a stick at!https://christycegelski.com/instant-funnel
I am a small practice and already have a bookkeeper, why do I need a CFO? In this episode, we welcome Melissa Houston, CPA. Melissa and Margo discuss the differences between a bookkeeper, tax accountant, and fractional CFO; what types of services each provides; and what questions you should be asking. Melissa also shares why not all growth is good growth.Find us at http://mentalhealthbusinessmentor.com. If you liked this episode, please subscribe. If you would like to learn more about Melissa Houston please go to https://www.melissahoustoncpa.com/
On this week of Top 3, Marcia is joined by Melissa Houston CPA, Founder of The Fractional CFO Agency. With over 20 years of industry experience, Melissa changed her path and started her company in January 2020 to help successful business owners increase their profit margins without increasing sales.
Melissa is a columnist at Forbes.com, and the host of The Business Society podcast.A licensed Chartered Professional Accountant (CPA), she's a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep moremoney in their pocket while increasing their wealth.Melissa's seen the bottom and climbed her way back up; she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate &personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it.Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams.When Melissa isn't helping entrepreneurs become better CEO's of their business, she can be found at the cottage with her husband Jamie, two teen children, and two dogs.Learn More: https://www.melissahoustoncpa.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-melissa-houston-founder-of-the-fractional-cfo-agency
Melissa is a columnist at Forbes.com, and the host of The Business Society podcast.A licensed Chartered Professional Accountant (CPA), she's a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep moremoney in their pocket while increasing their wealth.Melissa's seen the bottom and climbed her way back up; she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate &personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it.Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams.When Melissa isn't helping entrepreneurs become better CEO's of their business, she can be found at the cottage with her husband Jamie, two teen children, and two dogs.Learn More: https://www.melissahoustoncpa.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-melissa-houston-founder-of-the-fractional-cfo-agency
Welcome to Season 2, Episode 24 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-24-fractional-cfos-to-female-entrepreneurs/In this episode, Elliot Kallen brings on Melissa Houston, a contributor for Forbes, a CPA, and a Fractional CFO, to discuss how a CFO can elevate your business and increase profits. Focusing on small to medium-sized businesses (SMBs), Elliot and Melissa give you the insider look at why it's called “fractional,” at what point you should be hiring, and how a CFO operates differently from a CPA. Following, Melissa tells us why she is inspired to help female entrepreneurs along with the biases that can hold them back from succeeding. Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-24-fractional-cfos-to-female-entrepreneurs/Meet with Elliot:https://calendly.com/elliotkallenAdvisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
Welcome to Season 2, Episode 24 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-24-fractional-cfos-to-female-entrepreneurs/In this episode, Elliot Kallen brings on Melissa Houston, a contributor for Forbes, a CPA, and a Fractional CFO, to discuss how a CFO can elevate your business and increase profits. Focusing on small to medium-sized businesses (SMBs), Elliot and Melissa give you the insider look at why it's called “fractional,” at what point you should be hiring, and how a CFO operates differently from a CPA. Following, Melissa tells us why she is inspired to help female entrepreneurs along with the biases that can hold them back from succeeding. Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-24-fractional-cfos-to-female-entrepreneurs/Meet with Elliot:https://calendly.com/elliotkallen
If you want to increase the odds of survival of your jewelry business, you need to learn how to manage your business finances. Melissa Houston, a Chartered Professional Accountant (CPA) for over 20 years helps successful business owners increase profit margins so they can keep more money for themselves and increase net worth. It's her passion to help entrepreneurs and business owners understand their business numbers, and in this episode she'll help you create a simple plan for financial growth. Here are the resources mentioned in the show: An Inside Look At A 7+ Figure Jewelry Brand
Melissa Houston is a CPA and a Financial Strategist for CEOs. Melissa helps successful business owners increase their profit margins so that they keep more money in their pocket and increase their net worth. Melissa is a columnist at Forbes.com and the host of The Business Society podcast. Main Points:Which is better, profit or revenue? Why do business owners have such a unique ability to create wealth? How can we leverage that into better lives for ourselves and families? How can we move past the mistakes in our past to change the future? Why is your personal finance management holding you back from wealth? As professionals, we spend so much time crafting our own expertise, but do we take equal time to understand our businesses?Reset your Debt Mindset: Why Wealth is Possible for Anyone 7-figure Business Means Nothing if You Don't Have Profit Giving Away Your Financial Power is the Biggest Mistake You'll Ever Make. 3 Reasons Why Your Business Needs a Reserve of Cash Money Management Tips for Scaling Forgiving our own Mistakes, Building a Better Tomorrow Even if You Have In-House Accounting Support, You Should Always Outsource Your Tax Accountant Connect with Melissa:www.melissahoustoncpa.cominfo@melissahoustoncpa.com
Melissa Houston is a Chartered Professional Accountant (CPA),a Financial Strategist for CEOs, a columnist at Forbes.com, and the hostof The Business Society podcast. Melissa helps successful businessowners increase their profit margins without having to increaserevenue so that they keep more money in their pocket while increasingtheir personal wealth.Melissa has over 20 years of business experience with large and smallcorporations, government, and not-for-profit industries whilespecializing in Internal Controls, corporate accounting, budgets,financial reporting, corporate & personal tax, audit, and SR&ED.Melissa enjoys helping business owners build their businesses byincreasing their financial management skills. Your numbers are tellingyou a story – make sure you are listening to it.Melissa's passion is helping business owners go from 6-figure to7-figure businesses and achieving their personal financial dreams.When Melissa isn't helping entrepreneurs become better CEO's of theirbusiness, she can be found at the cottage with her husband Jamie, twoteen children, and three dogs.Connect with Melissa:Website: www.melissahoustoncpa.comEmail: info@melissahoustoncpa.comTwitter: /melissahcpaInstagram: /melissahoustoncpa/LinkedIn: @melissahoustoncpaFacebook: /melissa.houston.1420354Rich State of Mind Links:Website: www.richstateofmind.comJoin our email list to know our services and our prize giveaways: https://sendfox.com/richstateofmind1Instagram : @richstateofmindpage and @rich_invests_Podcast links: https://linktr.ee/anthanerichiePlease like and subscribe to our channel.See our cool wealth building and real estate T-shirt designs in the links below :Rich State of Mind Store : https://bit.ly/RichStateSupport the show (https://www.patreon.com/richstateofmind)Support the show
Melissa Houston is a Chartered Professional Accountant (CPA),a Financial Strategist for CEOs, a columnist at Forbes.com, and the hostof The Business Society podcast. Melissa helps successful businessowners increase their profit margins without having to increaserevenue so that they keep more money in their pocket while increasingtheir personal wealth.Melissa has over 20 years of business experience with large and smallcorporations, government, and not-for-profit industries whilespecializing in Internal Controls, corporate accounting, budgets,financial reporting, corporate & personal tax, audit, and SR&ED.Melissa enjoys helping business owners build their businesses byincreasing their financial management skills. Your numbers are tellingyou a story – make sure you are listening to it.Melissa's passion is helping business owners go from 6-figure to7-figure businesses and achieving their personal financial dreams.When Melissa isn't helping entrepreneurs become better CEO's of theirbusiness, she can be found at the cottage with her husband Jamie, twoteen children, and three dogs.Connect with Melissa:Website: www.melissahoustoncpa.comEmail: info@melissahoustoncpa.comTwitter: /melissahcpaInstagram: /melissahoustoncpa/LinkedIn: @melissahoustoncpaFacebook: /melissa.houston.1420354Rich State of Mind Links:Website: www.richstateofmind.comJoin our email list to know our services and our prize giveaways: https://sendfox.com/richstateofmind1Instagram : @richstateofmindpage and @rich_invests_Podcast links: https://linktr.ee/anthanerichiePlease like and subscribe to our channel.See our cool wealth building and real estate T-shirt designs in the links below :Rich State of Mind Store : https://bit.ly/RichStateSupport the show (https://www.patreon.com/richstateofmind)Support the show (https://www.patreon.com/richstateofmind)
On episode 50, I had my CPA, Mike Freeman on the show. Many people are afraid to look at the numbers in their business. I'm on a mission to show people that it doesn't have to be that way. You can do this! I'm pretty sure you didn't get into business to do accounting but you need to understand the numbers if you want to reach your potential. For that reason, I decided to bring another CPA on. Melissa Houston and I had a great conversation about the importance of knowing your numbers as well as steps you can take towards financial freedom. We also discussed another area I'm super passionate about which is the importance of treating your personal finances like a business. Too many businesses get into trouble due to personal financial mismanagement leading to a lack of business funds. Let's change that! It's not always simple because money can be emotional but I think this conversation will help simplify things for you on your journey of using your business as a vehicle to provide financial freedom. Enjoy the show and as always, thanks for tuning in! Here are some important links. Fitness Profits Melissa's Website Contact Billy directly about possibly doing coaching with him, visit https://yourfitnessmoneycoach.com/coaching-with-me/ and fill out the form. Listen/Subscribe to the show here: My podcast page Your Fitness Money Coach Itunes Stitcher Spotify IHeart Google You can also search for the Your Fitness Money Coach podcast on major podcast apps.
Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. You can connect with Melissa at http://www.melissahoustoncpa.com (www.melissahoustoncpa.com) and at http://www.thefractionalcfoagency.com (www.thefractionalcfoagency.com) 04:05 - money, debt & shame 11:15 - having money conversations with your partner 15:25 - the most important numbers a business owner needs to be aware of 21:48 - making money vs building wealth For more 7-figure business growth strategies, follow Megan: Join the Tribe of Legends Community: https://www.facebook.com/groups/tribeoflegendswithmegan (https://www.facebook.com/groups/tribeoflegendswithmegan) Website: http://www.meganjohnsonhuber.com (www.meganjohnsonhuber.com) Instagram: http://www.instagram.com/meganjhuber (www.instagram.com/meganjhuber) LinkedIn: https://www.linkedin.com/in/megan-huber-88001418/ (https://www.linkedin.com/in/megan-huber-88001418/)
Melissa Houston is a Financial Strategist for CEOs, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it.Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams.When Melissa isn't helping entrepreneurs become better CEO's of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs.Highlights:01:11 Meet Melissa: Loving and Understanding Numbers04:22 Sales and Profits06:45 DIY Accounting11:23 Finding the Right Person in Accounting14:24 Accounting and Strategy16:54 How to Recover your Business19:04 Parallels between Personal and Business Finances21:50 Informed Decisions25:45 Ready to Make a Change26:13 Fractional CFO 30:41 Business Society Podcast34:12 Five Steps Road Map
Marcia talks with CPA & Financial Strategist Melissa Houston about how following your key numbers can drive your profits. Running your business off of a detailed financial plan gives you the guidance you need to make decisions. This plan will allow you to drive towards the goals you desire. The results are in the numbers. Melissa has a great 5 step financial roadmap and more great information on her site www.MelissaHoustonCPA.com. Connect with her on social too. ================= Join Marcia on her FREE webclass "How To Make Your Business Sale-Worthy....Even If You Aren't Thinking of Selling It Yet on Wednesday at 6 pm PT. Register @ www.exitwithaplan.com Please subscribe & ring the bell for reminders about next week's show. ================= About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com Curious? Book a complimentary call. (949) 229-2112 Want to connect? Go to www.HeyMarcia.com
In this episode of Money Tales, our guest is Melissa Houston. Melissa is someone who knows a lot about the importance of money conversations, and she has faced the consequences of not having them at critical times. Well into her career as a CPA, Melissa found herself slowly unraveling, which made it difficult for her to see a big problem was mounting. It began with weekend shopping trips; a handbag here, a piece of jewelry there. Melissa was spending a lot of money on things that, in hindsight, she really didn't need because it allowed her to stave off a fear she wasn't ready to face. And all the while, she kept the growing debt secret from her husband. Melissa is a Chartered Professional Accountant (CPA), a Financial Strategist for CEOs, a columnist at Forbes.com, and the host of The Business Society podcast. She helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams. When Melissa isn't helping entrepreneurs become better CEOs of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs. Join Melissa at melissahoustoncpa.com.Learn more about Money Tale$ > Subscribe to the podcast Recent episodes See all episodes > Form CRS Form ADV Terms of Use Privacy Rights and Policies
In this episode of Money Tales, our guest is Melissa Houston. Melissa is someone who knows a lot about the importance of money conversations, and she has faced the consequences of not having them at critical times. Well into her career as a CPA, Melissa found herself slowly unraveling, which made it difficult for her to see a big problem was mounting. It began with weekend shopping trips; a handbag here, a piece of jewelry there. Melissa was spending a lot of money on things that, in hindsight, she really didn't need because it allowed her to stave off a fear she wasn't ready to face. And all the while, she kept the growing debt secret from her husband. Melissa is a Chartered Professional Accountant (CPA), a Financial Strategist for CEOs, a columnist at Forbes.com, and the host of The Business Society podcast. She helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams. When Melissa isn't helping entrepreneurs become better CEOs of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs. Join Melissa at melissahoustoncpa.com. See all episodes >
Tiffany sits down with Melissa who breaks down how to manage a business from an accounting perspective by recognizing profit from revenue. Melissa shares her tips on getting your books in order as a business owner and why every business owner needs a cash reserve. About Our Guest Melissa Houston is a CPA with over 20 years of experience. She is a Financial Strategist for CEOs where she helps successful business owners increase their profit margins so they keep more money in their pocket and increase their net worth. Melissa is a columnist at Forbes.com and the host of The Business Society podcast. Connect with Melissa Facebook: https://www.facebook.com/melissa.houston.1420354 Instagram: @melissahoustoncpa Twitter: @melissahcpa Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant
Do you feel like you have a good handle on your business finances and money management?In today's episode, Houston is sharing how entrepreneurs can improve their financial literacy. Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she's a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth.So if you're ready to improve your financial literacy, tune into today's episode.BY THE TIME YOU FINISH LISTENING TO TODAY'S EPISODE, YOU'LL LEARN:● The difference between profit and revenue and why revenue without profit doesn't matter.● What is a good profit margin to aim for, and why the industry you're in matters for distinguishing your average profit margin.Why getting a grip on your cash levels is important and why it's vital to manage your cash flow to avoid financial trouble.● The biggest mistakes entrepreneurs make when it comes to money management.If this episode inspires you in some way, leave us a review on Apple Podcasts and let us know your biggest takeaway– whether it's created those aha moments or given you food for thought on how to achieve greater success. And while you're here, make sure to follow us on Instagram @creativelyowned for more daily inspiration on how to effortlessly attract the most aligned clients without having to spend hours marketing your business or chasing clients. Also, make sure to tag me in your stories @creativelyowned.[FREE MASTERCLASS]: Learn how to stop sounding like everyone else and craft killer messaging that gets you known as a leading expert and calls in the *right* clients and opportunities effortlessly, sign up now!https://www.creativelyowned.com/joinusliveTo apply for Elevate, an experience for coaches & consultants wanting to craft & scale their offers that sell on autopilot using attraction marketing, click here!To get your hands on how to write content that connects, and attracts the most aligned clients, grab it here!!https://www.creativelyowned.com/contentthatconvertsTo connect with Melissa:Website: https://www.melissahoustoncpa.com/The Fractional CFO Agency: www.thefractionalcfoagency.comInstagram: @melissahoustoncpa
HIGHLIGHTSSuppressing your inner drive can lead to disastrous outcomes Resetting the debt mindsetThe importance of emotional, spiritual, and physical fitness in businessRevenue is vanity, profit is sanity, and cash is kingThe advantages of keeping your business smallImportant tips in cashflow planning Apply for credit when you don't need itHave a cash reserve to cover you for emergencies Get your personal finances in order tooNot all accountants are created equallyManage your growth carefullyEven small businesses need a CFOQUOTESMelissa: "Going through that journey of self discovery, I realized that by suppressing my need to get out there and do the work that I really felt called to do, because I was suppressing that and I was trying to ignore that, it was coming through in bad behaviors and making choices that were not good for me." Jonathan: "It's so important that we work on ourselves personally to be able to grow our businesses. If we aren't growing ourselves personally, then it's really difficult to grow our businesses."Jonathan: "In my business, we say revenue is vanity, profitability is sanity and cash is king. You can have a really successful business, make really good money and be really fulfilled at much lower levels of revenue volume than you think."Melissa: "Look at a small business owner, who maybe is making, let's just say 300,000 a year, and their profit margin is really high even after they've paid themselves and they're still pulling in 150,000 profit every year. If you've got a 7-figure business that's not even making $150,000 of profit, which believe me, happens quote often, who's better off?"Melissa: "The expression of, you can't fill a leaky bucket, it applies to business. If you're just going out there to generate cash and hope that that's gonna solve your cashflow problem, you need to understand that analogy, you can't fill a leaky bucket. If you've got leaks in your business that you haven't looked at, checked up on, and filled, then bringing in cash is just gonna leak right out of your business." Melissa: "The thing that I find people often misunderstand is the difference between a financial strategist CPA and a tax accountant CPA. Not all accountants are created equally. You will never find me sitting behind a desk doing tax returns, because to me, you might as well kill me slowly."Melissa: "Having that plan of growth, and projecting what those growth numbers are going to look like, and ensuring that your profit margins stay tight as your profit grows, that is really important to monitor." Melissa: "Fractional CFOs means that you're hiring that expertise that you would get from any full-time CFO, but you're hiring them on a part-time basis on a retainer basis. So they're accessible to you. And depending on the agreement that you've worked out, you set your terms of agreement for working together and you can be in regular contact with them throughout the month." To learn about Melissa, check out the links below: Linkedin: LinkedIn - https://www.linkedin.com/in/melissahoustoncpa/Website: https://www.melissahoustoncpa.com/Podcast: https://podcasts.apple.com/ca/podcast/the-business-society-podcast/id1533130323If you enjoyed today's episode, please subscribe, review and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com.
Today we're talking about setting up accounting for your creative business. Yeah, it's a little daunting, but it's SO IMPORTANT because accounting for your business is super frickin' important. And if you don't want to end up like me with a $10,000 tax bill, literally every time it's tax season, you should probably listen to or watch this episode.Here's what we're covering:Separate bank accounts - get a master business license for $60 in Ontario, this will allow you to get a bank accountSet up an accounting system like Wave or Quickbooks or FreshbooksA way to track sales, either with your acting system or POS like shopifyTrack every transaction coming in and out of your biz with categoriesKeep a running tally of your profit, this is what you will be taxed onHire an accountant that is awesome and not stupid and KNOW what you're supposed to be looking forCheck out Melissa Houston's podcast The Business Society for more on your business finances https://thebusinesssociety.co/podcast/ My amazing accountant can be found here if you're in need of one! https://www.mlhc.info/ That's all for now! If you liked this episode and want to hear more, make sure you follow me on Apple Podcasts or wherever you listen to your podcasts! You can also find me on TikTok and YouTube. If you're interested in starting your own creative business, in the new year I'm launching an exclusive program to help you get started! It's limited to 5 people and I'm developing this program RIGHT NOW! FOR YOU! So if you're interested, click here to sign up for more info! Instagram: @the_ultimatecreative and @emily.milling
Today we are talking about the five essential things that you need for your creative business! And some of these might seem a little obvious but bear with me here… even the most obvious things are often completely skipped over! So here's what we're covering today:A product or serviceA website & digital presencePolicies & processes Proper materials and toolsA basic understanding of bookkeeping and taxesCheck out Monique Bryan's podcast The Juicy CEO for more about your digital presence https://www.moniquebryan.com/thejuicyceopodcast Check out Melissa Houston's podcast The Business Society for more on your business finances https://thebusinesssociety.co/podcast/ My amazing accountant can be found here if you're in need of one! https://www.mlhc.info/ That's all for now! If you liked this episode and want to hear more, make sure you follow me on Apple Podcasts or wherever you listen to your podcasts! You can also find me on TikTok and YouTube. If you're interested in starting your own creative business, in the new year I'm launching an exclusive program to help you get started! It's limited to 5 people and I'm developing this program RIGHT NOW! FOR YOU! So if you're interested, click here to sign up for more info! Instagram: @the_ultimatecreative and @emily.milling
Not your ordinary CPA! Check out this international interview with Melissa Houston. Melissa dives into some tips on how to manage your money while scaling your business. She also touches on the importance of never giving away your financial power because NO ONE will ever care about your money more than you do. Melissa Houston is a CPA and the founder of The Fractional CFO Agency. Melissa helps successful business owners increase their profit margins so they keep more money in their pockets and increase their net worth. Melissa is a columnist at Forbes.com and the host of The Business Society podcast. Social Media Links: - @melissahoustoncpa Website: www.thefractionalcfoagency.com & www.melissahoustoncpa.com
Melissa Houston is a CPA and Financial strategist for CEO's. Melissa helps successful business owners increase their profit margins so they can keep more money in their pocket and increase their net worth! Melissa is a columnist at Forbes.com and the host of The Business Society Podcast Melissa started her journey as a social worker and worked in that sector for five years and realized that long-term it may not be the best fit for her. She then went back to school and chose to account as it was the “responsible, reliable choice” but then realized that something was missing and that was her interaction with people! It was at that time that she decided to go out on her own and combine her social working skills with her in-depth knowledge of money! For Melissa, it's wonderful to be able to help women entrepreneurs in every aspect of their business to ensure that they are setting their business up for financial success! There was a period of about a decade where Melissa suppressed her feelings of wanting to go into business for herself. Suppressing and not dealing with her feelings meant they came out in other ways and self-sabotage ensued. She ended up being in a situation where she was spending money recklessly to make herself feel better about what was lacking in her life. She continues to share this season with us and the impact that it had on herself and her marriage. At that point she stopped and took a look at herself and that she was not being true to herself. Melissa learned a lot about herself during this experience which helps her assist other women in a non-judgemental approach. She's been there and done that! Messing up and feeling shame doesn't define who you are, it's just part of the experience! Melissa was in her late forties when she made this pivot in her career so it's never too late! In our conversation we dive into, How do I even know if I need a money coach? A lot of that surrounds knowing if your business is profitable or not. So often business owners will only evaluate their business on how much money they have coming in the door. So if you don't know if you are profitable or if you don't have a financial plan for your business moving forward then you are a business without a direction. The purpose of being in business is to make a profit and if you are not operating at a profit eventually you will go bankrupt. Sadly 82% of businesses fail due to being financially mismanaged. If you can understand how to manage your finances you can eliminate so much of that problem! Let's say you are ready to hire a financial business coach! You may be wondering what it is you need to think about? How do you know if you are picking the right team member? We dive into all those things that you will want to consider moving forward. Melissa also shares some of the limiting beliefs she hears from her clients and how your mindset around money and your business is so important! This is a big part of her offering to be a financial expert and coach. We dive into discussing some of these beliefs and new ways of looking at yourself and your business! We discuss so many other topics as it relates to running a business! There are lots of valuable nuggets in this podcast! Melissa also shares advice on how she works with an entrepreneur who has been in business but never paid herself! She reminds the listeners that what you are doing is not a hobby and that you need to have in your budget to pay yourself! Melissa also shares the number one mistake that women entrepreneurs make and that is not understanding your numbers. What is the secret equation to running a successful business? Bringing in those sales and knowing how to manage your money! Melissa offers both 1:1 Coaching and her Confident Cash Method on her website. The Confident Cash Method is a five-step framework that she takes her clients through. This process gives you a high level of understanding of your business so you can make smart and informed decisions that are going to make your business profitable. Resources and Links Connect with Melissa Houston Connect with Deborah Voll Take The Midlife Quiz Passion and Purpose Digital Workbook Book Your Spot for the Free 60 minute Clarity Session here
In todays episode Greg and Colin interview Melissa Houston. Melissa is a Chartered Public Accountant who has successfully bridged the gap between money and emotions. Enjoy the show!
In this episode, Melissa Houston deep dives into the fundamentals of establishing and growing your business and the significance of financial management skills to avoid financial pitfalls. Stay tuned in to also find out how to set up your business to put you in a place to win and grow. WHAT YOU'LL LEARN FROM THIS EPISODE The important skill set every business owner should have The difference between binging sales and achieving profit 2 major mistakes of business owners that you need to avoid Why should you separate your business and personal finances? The do's and don'ts of scaling up your business RESOURCE/LINK MENTIONED Profit First by Mike Michalowicz ABOUT MELISSA HOUSTAN Melissa Houston is a certified public accountant, certified life coach, and woman entrepreneur. She works with women entrepreneurs and helps them manage their money and profit more. Her guidance and advice have been featured in Forbes, Entrepreneur, and other high-profile spaces. She is also the founder of thebusinesssociety.co, which is an education website and resource for entrepreneurs who are looking for personal finance, business finance, and all-around business information. CONNECT WITH MELISSA Website: Fractional CFO and Melissa Houston CPA LinkedIn: Melissa Houston IG: @melissahoustoncpa Email: info@melissahoustoncpa.com CONNECT WITH US Email: shawn@greenbriarcg.com Instagram: Shawn Winslow YouTube: Shawn Winslow LinkedIn: Shawn Winslow FaceBook: Shawn Winslow
>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.Resource Links:Download your free copy of Melissa's 5-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmapBoost your case count and revenue with the Double Your Case Files MasterclassEstate planning attorney? Ditch toxic revenue and get better clients with Seminar 3.0Every decision you make in your business impacts your bottom line, which is your profit.If you're making decisions without understanding how you're impacting your profit (like most people)…Then you may as well be driving with a blindfold on.The thing is, if you get in a wreck blindfolded, you don't know what you hit or how to avoid it. When you can see clearly, even if you still get in a wreck, you have a CLEAR view of what happened and how to avoid it in the future.Less of a crystal ball, more of a GPS.So can we be your law firm's GPS?Let's begin by tuning into this week's episode.In this week's podcast, CPA Melissa Houston joins us to discuss finances within your firm, and how having clear visibility into where all your money is going will set you up for success in the future.There's much more to learn in this episode about guiding your firm towards financial prosperity, so tune in now!In this episode: 1:13 - Financial hurdles in small businesses3:39 - When is the right time to start focusing on finances?8:15 - A common accounting problem9:45 - Why you need to understand your business finances10:57 - Common money blockers Melissa sees with people15:35 - Statistic for high-income earners18:45 - Why you need coaching20:57 - The 7 stages of financial literacy24:51 - From sole proprietor to running a business28:01 - When money is tight…30:20 - When to hire a bookkeeper35:56 - How should law firms be thinking about their pricing?38:46 - Untangling your business/personal accounts41:50 - Quick tipsAbout Melissa Houston:Melissa Houston is a Chartered Professional Accountant (CPA), a Financial Strategist for CEOs, a columnist at Forbes.com, and the host of The Business Society podcast. Melissa helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth.If you liked this episode, please don't forget to subscribe, tune in, and share this podcast. See acast.com/privacy for privacy and opt-out information.
I speak with Melissa Houston, Chartered Professional Accountant (CPA), a Financial Strategist for CEOs, a columnist at Forbes.com, and the host of The Business Society podcast. Melissa and I have a candid chat about the importance of knowing what is going on with your finances whether you are running your own business or just managing your personal finances, if you have the tendency to let your accountant manage your companies money or leave it to your partner then this is for you.Connect with Melissa:www.melissahoustoncpa.com. Follow us on:www.centsability.net.auwww.facebook.com/Centsable.Amiewww.instagram.com/centsable_amiewww.twitter.com/centsable_amiewww.linkedin.com/in/amie-baker-10975828www.youtube.com/channel/UCxQC5qjxzOwCDKAbiRS_bpg Hosted on Acast. See acast.com/privacy for more information.
On this week's episode of The Over 50 Entrepreneur, we speak with attorney Melissa Houston, Founder and Principal of 929 Strategies. 929 Strategies is a government affairs consulting company committed to helping businesses pursue opportunities by overcoming challenges through providing public policy advice, so you can protect and grow your business. After serving decades in the public sector, Melissa wanted to continue to move Oklahoma in a positive direction by helping businesses. Listen as she walks us through: How you can attract better people for your open positions—tapping into a workforce that has been disrupted How federal funds are being used to impact the trajectory of our state How to help legislators understand your business's bottom line—insider advice for the entrepreneurial community on engaging in public policy solutions And much more
Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. In this episode, Todd talks with Melissa Houston about taking control of your business expenses to create long-term wealth. Melissa Houston is a Chartered Professional Accountant (CPA), a Financial Strategist for CEOs, a columnist at Forbes.com, and the host of The Business Society Podcast. She helps successful business owners increase their profit margins without having to increase revenue. Melissa has 20+ years of business experience with large and small corporations, governments, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. 3 Pillars 1. Money mindset 2. Stay current in the news 3. Diversify my investments Books: The Wealthy Barber by David Chilton You can connect with Melissa at www.melissahoustoncpa.com, info@melissahoustoncpa.com, or www.thebusinesssociety.co Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Connect with Pillars Of Wealth Creation on Facebook: www.facebook.com/PillarsofWealthCreation/ Subscribe to our email list at www.pillarsofwealthcreation.com Subscribe to our YouTube channel: www.youtube.com/c/PillarsOfWealthCreation
This week on The Millionaire Choice Show, Tony talks with Melissa Houston, Founder of thebusinesssociety.co, which is an educational website and resource for entrepreneurs who are looking for personal finance, business finance, and all-around business information.About MelissaI’m a Certified Public Accountant, but not the kind you find in a sterile office building, wearing a drab suit, handing you cold coffee in a styrofoam cup.I’m also a Certified Life Coach and woman entrepreneur, just like you.I understand the tightrope of bringing in revenue, and needing to spend money to make that money. Just like a houseplant, businesses need water (aka: dollar bills) to grow. But when those dollar spills start spraying everywhere like a broken hose - leaking away into expensive masterminds and programs and Facebook ads and fancy branded websites and team members you kinda-but-don’t-really need - then you’ve got a PROFIT problem.I know what it’s like, because even as a money professional - I once dug myself into $100k of debt. And now my mission is to help women entrepreneurs like you keep more of the money they make, and manage that money wisely and powerfully. How did a CPA get herself into $100k of debt??? Gulp. Here goes. Let me start by saying that I’ve been helping people manage their money for more than 20 years. Yes, I said TWENTY. I’ve devoured every personal finance book. My husband and I followed our financial plan rigidly, for years. And then… it all fell apart. It didn’t happen overnight. It was a slow unraveling, and likely why it was so difficult for me to see the problem. It began with the weekend shopping trips with the girls to buy stuff I didn’t really want, or need. A handbag here, a piece of jewelry there. Individually, the purchases were fine. Splurges, but nothing to be alarmed about. But over time that dollar amount climbed into red alert territory - blossoming into a full-blown spending spree from hell—with lots of baby steps (and purchases) in-between. But my shame and anxiety didn’t cause me to stop. I decided to suppress those uncomfortable feelings with… more shopping. Pinterest became my new addiction. I spent many sleepless nights scrolling all the beautiful boards, searching for ways to upgrade my home decor. In a particularly devious move, I even convinced my husband we needed a pool for the backyard. We didn’t. And large renovations mean spending mountains of cash, and this renovation didn’t add any value to our home. A sunk cost, indeed. The risky behavior continued. That jolt of excitement, the sugar candy high I’d get from shopping was too much to resist. And then… the credit ran out. I could no longer hide my shameful secret from my husband. My financial infidelity was exposed, and all of the “highs” I experienced through shopping felt so inconsequential. Facing my husband’s disappointment made me realize that I never wanted this to happen again. But I couldn’t lean on the old financial advice - all of the things I already knew, yet still got myself into this position. I needed to find a different kind of support. I hired a health coach, not to help with my crushing debt - but to work on my weight. While I expected to shed some pounds, what I didn’t expect was that I was really shedding toxic emotions and feelings. And then I realized that my excessive spending wasn’t about the money, or the weight. I was overcompensating for other things I didn’t feel good about. My life seemed “okay” from the outside - great husband, kids, job, friends. Nothing was “off,” yet something was definitely off. I realized after a lot of reflection and deep coaching work that I wasn’t living my purpose. I’d always wanted to start a business, and now I had a mission - wanting to help women just like me to take control of their finances and their emotions around money. But I wasn’t able to do that trapped in a job, working for someone else’s mission.SO I BEGAN A NEW CHAPTER.Today, I work with women entrepreneurs and help them manage their money and profit more. My guidance and advice has been featured in Forbes, Entrepreneur, and other high-profile spaces. “But most importantly, I help women entrepreneurs deal with their deep-seated emotions around money and their relationship with money. I love creating a safe container for these conversations, a place where women don’t feel judged.” I know what it’s like to hold onto shame around money, and I know how powerful it is to release that shame. Most of us have emotions tied to our money, and that’s completely okay. What’s not okay is ignoring those emotions, and bottling them up until they explode into $100k of debt, or worse. Now that I’m firmly on the other side of this transformation, I can tell you that this work is worth it. When you take control of your money, and your emotions around it, you’ll operate more wisely and powerfully. Find out more about Melissa Houseton at https://www.melissahoustoncpa.com/See omnystudio.com/listener for privacy information.
Jess and Margy are the co-owners of Interview Connections, the first and leading podcast booking agency. This is the podcast to teach you how to transform your business and life with the power of visibility and strategy! On today's episode of Monetize the Mic, Jess and Margy are talking with Interview Connections client, Melissa Houston. Melissa Houston is a CPA, a Financial Strategist for CEOs, a columnist at Forbes.com, and the host of The Business Society podcast. Melissa helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. In this episode, Melissa talks about profit vs revenue, personal vs business finance separation, why your business needs a reserve of cash, coming out of debt, and gives her top money management tips for scaling a business. Connect with Melissa at melissahoustoncpa.com and check out her show, The Business Society Podcast.
Today I had the pleasure of speaking with Melissa Houston, chartered professional accountant, a CPA, a financial strategist for CEOs, columnist for Forbes.com, and the host of the Business Society Podcast. Melissa helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. As business owners, we have to be very mindful of getting the information that we need from a source that we trust, but also in a way that we are able to use it. We're expected to be badass in business the way that we are badass in law. But the reality is finance is an entire industry and none of us should feel bad about ourselves because we don't know what we don't know, right? Melissa Houston is a reliable source to inform, tune in to learn more! In this episode we discuss: The importance of knowing your numbers as a law firm owner. The value of financial coaching. Why profit is far more important than revenue. How as a business owner, having more control over the wealth that you're creating. Understanding your money mindset and creating financial goals. Getting clear on what you want your money to do for you. A five-step money framework. Your responsibility to check in on the financial health of your business. Guest Bio: Melissa Houston is a Chartered Professional Accountant (CPA). a Financial Strategist for CEOs, a columnist at Forbes.com, and the host of The Business Society podcast. Melissa helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story - make sure you are listening to it. Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams. When Melissa isn't helping entrepreneurs become better CEO's of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs. Contact info: Five-Step Roadmap to Biz Finance Freedom is available on the Website Website: www.melissahoustoncpa.com Forbes Contributions: www.forbes.com/sites/melissahouston/ ?sh=4de028d25ee8 Email: info@)melissahoustoncpa.com Twitter: /melissahcpa Facebook: /melissa.houston.1420354 lnstagram: /melissahoustoncpa/ Linkedln: /melissahcpa Allison Bio: Allison C. Williams, Esq., is Founder and Owner of the Williams Law Group, LLC, with offices in Short Hills and Freehold, New Jersey. She is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the Supreme Court of New Jersey as a Matrimonial Law Attorney and is the first attorney in New Jersey to become Board-Certified by the National Board of Trial Advocacy in the field of Family Law. Ms. Williams is an accomplished businesswoman. In 2017, the Williams Law Group won the LawFirm500 award, ranking 14th of the fastest growing law firms in the nation, as Ms. Williams grew the firm 581% in three years. Ms. Williams won the Silver Stevie Award for Female Entrepreneur of the Year in 2017. In 2018, Ms. Williams was voted as NJBIZ's Top 50 Women in Business and was designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. In 2019, Ms. Williams won the Seminole 100 Award for founding one of the fastest growing companies among graduates of Florida State University. In 2018, Ms. Williams created Law Firm Mentor, a business coaching service for lawyers. She helps solo and small law firm attorneys grow their business revenues, crush chaos in business and make more money. Through multi-day intensive business retreats, group and one-to-one coaching, and strategic planning sessions, Ms. Williams advises lawyers on all aspects of creating, sustaining and scaling a law firm business – and specifically, she teaches them the core foundational principles of marketing, sales, personnel management, communications and money management in law firms. Contact Info: Contact Law Firm Mentor: Scheduler: https://meetme.so/LawFirmMentor Snippets 00: 20: 14 (30. Seconds) And I especially see it with my clients that are lawyers as well is that when they come to me, there's a lot of shame and a lot of, you know, just feeling bad about themselves because they're like, I'm such a smart person. How do I not understand how to manage my money, right? And it's not that you're not smart. It's because, you know, your life centered around becoming a lawyer. I'm pretty sure nobody taught you how to run a business when you're trying to study for the bar exam, right?
Be sure to join the official Facebook Group for The Business Managers Podcast: https://www.facebook.com/groups/thebusinessmanagerspodcast~About Melissa Houston - Melissa Houston is a CPA, a columnist at Forbes, the host of The Business Society podcast and a Financial Strategist for CEOs. Melissa helps successful business owners increase their profit margins so that they keep more money in their pocket and increase their net worth.Connect with Melissa:Website: https://www.melissahoustoncpa.com/ Forbes column: https://www.forbes.com/sites/melissahouston/?sh=10372b385ee8 LinkedIn: https://www.linkedin.com/in/melissahoustoncpa/ Instagram: https://www.instagram.com/melissahoustoncpa/~ Connect with Murgio Enterprises!Website - https://www.MurgioEnterprises.comFacebook - https://www.facebook.com/murgioenterprisesInstagram - https://www.instagram.com/murgioenterprisesLinkedIn - https://www.linkedin.com/company/murgio-enterprises~ Mentioned in this episode: The 5-Step Roadmap To Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmap/
On this podcast, APQC's Mercy Harper and Megan McCulloch talk with Melissa Houston—a financial strategist for CEOs, founder of the Business Society, and a writer for publications such as Forbes and Entrepreneur Magazine—to talk about what's in store for financial management in 2022 and beyond. Subscribe to us on iTunes or wherever you get your podcasts!
Today's guest, Melissa Houston, is a professional financial strategist. So she not only understands sales, but most importantly, she is coaching CEOs on how to increase profits within theirs. This is something I want everyone to pay very close attention to because sales are very important, but if you are not paying close attention to your profit as well, you're not going to take as much money home. I want you to be taking as much money back to your family as possible. She's here today to kind of tell the truth of her own story that brought her to this world, and you are going to be shocked and amazed by her own journey. She's also here to give us some really, really, really great tips on how to better increase our profits and kind of stay focused on the goal. And she even has a free roadmap for you guys that you can download at the link in our information. So I want you guys to pay attention to Melissa because not only is she just lovely and really, really informative, but she has a great story to connect to as well. So I hope you guys love and find her as fascinating as I did. Listen to Melissa. ABOUT MELISSA: Melissa Houston is a Certified Professional Accountant, a Financial Strategist for CEOs, a columnist at Forbes and the host of The Business Society podcast. Melissa helps successful business owners increase their profit margins so they can keep more money in their pockets and increase their net worth. https://www.instagram.com/melissahoustoncpa/ https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmap/ https://podcasts.apple.com/ca/podcast/the-business-society-podcast/id1533130323
With over 20 years of experience, Melissa Houston has made a career in public service in various roles. She has recently served as the Oklahoma Labor Commissioner, Secretary for Education and Workforce Development, and previously as Chief of Staff for the Oklahoma Attorney General and the Oklahoma Office of Homeland Security. She's worked under four governors, both Democrat and Republican, and has been referred to as the Swiss army knife of public policy. www.OVF.org The Oklahoma Venture Forum (OVF) is the state's preeminent organization fostering innovation and economic growth. We introduce investors, mentors and support organizations to entrepreneurs, providing collaborative venues for sharing ideas. OVF champions small businesses and economic development by connecting and recognizing venture talents. Since our beginning, we have acted as the preeminent ecosystem for business innovation and entrepreneurship development. Our diverse membership includes investors, entrepreneurs, and service providers from a wide array of statewide industries.
In this episode, Simone sits down with Financial Strategist, Melissa Houston to discuss how she helps others to become the CEO in their lives. Melissa is a Certified Professional Accountant with over 20 years of experience. She is also a regular contributor at Forbes.com and the host of The Business Society podcast. Melissa shares the impetus for starting her own business. She talks how she jumped in and wouldn't allow herself to turn back in her career. Listen to the full story now. To reach Melissa, contact her at melissahoustoncpa.com. To join the after show conversation, go to https://www.linkedin.com/groups/12302055/ For questions/comments regarding the podcast, email, pooyc@simonemorris.com. Thank you for your continued support of The Power of Owning Your Career podcast! Please leave me a review wherever you listen to help share empowering career stories and advice for success.
Melissa Houston is a Certified Public Accountant, but not the kind you find in a sterile office building, wearing a drab suit, handing you cold coffee in a styrofoam cup! She is also a Certified Life Coach and woman entrepreneur, just like you! She understands the tightrope of bringing in revenue, and needing to spend money to make that money. Just like a houseplant, businesses need water (aka: dollar bills) to grow. But when those dollar spills start spraying everywhere like a broken hose - leaking away into expensive masterminds and programs and Facebook ads and fancy branded websites and team members you kinda-but-don't-really need - then you've got a PROFIT problem. Register for Melissa's FREE workshop! https://melissahoustoncpa.lpages.co/increase-your-bottom-line-in-5-days Check out The Business Society Podcast! https://podcasts.apple.com/us/podcast/the-business-society-podcast/id1533130323
“If you've had weaknesses, it's just time to fix them up!”— Melissa Houston. July 1st marks the middle of the year for businesses, if your fiscal year marks the calendar year. I'd love to wish you a happy kick-off for your Q3, but I'd also like to remind you to check in on the financial performance of your business. This episode is your Q2 check-in — I outline all the steps that you can take right now to keep your business healthy and on the right track! Too many business owners rely solely on the fact that sales are coming in to let them feel good about the way that their business is running. But just because you're selling, doesn't mean that your finances are in good shape! These same owners tend to ignore their numbers, only to discover an unpleasant or even shocking surprise later on. If you're not checking your numbers on a regular basis, then the truth is that you really do NOT know how your business is doing — and as a business owner, that should make you very nervous! In addition to checking in with your numbers, I also recommend that you develop your financial plan if you don't have one already (check out episode 48 of this podcast for more information) and ensure that your bookkeeping and bank reconciliations are up-to-date until June 30th. Want the rest of your check-in list? You'll have to listen to the episode! In this episode, you'll discover: >> Your complete Q2 check-in list to get you ready for the rest of the fiscal year >> Why you should schedule a ‘money date' with yourself and your numbers — and how often you should do it >> The expensive consequences that can affect your business when you don't pay attention to your finances Highlights: 00:44 Happy holidays!; 02:39 The Business Society; 06:18 Listener shout-outs; 08:22 Check in your numbers regularly; 09:44 What happens when you avoid it; 10:43 Your financial plan; 11:30 Performance assessment; 14:13 Pay yourself; 16:57 Financial goals for the year. Links: Business Society Podcast Episode 48 - Creating A Strong And Savvy Financial Plan For Your Business https://www.buzzsprout.com/1358377/8605861 How Do I Pay Myself From My Small Business? https://melissahoustoncpa.lpages.co/how-do-i-pay-myself-from-my-small-business The Business Society: https://thebusinesssociety.co 5-Step Roadmap to Biz Finance Freedom: https://melissa-houston-cpa-cga.mykajabi.com/5-step-roadmap-to-biz-finance-freedom Biz Basics: https://melissa-houston-cpa-cga.mykajabi.com/biz-finance-basics The 20 Minute Money Method: https://melissa-houston-cpa-cga.mykajabi.com/the-20-minute-money-method Confident Cash: https://melissa-houston-cpa-cga.mykajabi.com/confident-cash Personal Finance Money Method: https://melissa-houston-cpa-cga.mykajabi.com/person-finance-money-method Work with me:
The biggest mistakes entrepreneurs make that steal their income? Avoidance and overwhelm around business finances. Having an organized system in place will save you a ton of money as a CEO, and the ROI of taking the time to get familiar with your finances will snowball. And, if you're an intrapreneur listening: talking about your financial contributions to the business avoids risk. Today, Kelly is talking with CPA Melissa Houston about how entrepreneurs can better manage their money and financial systems to not only achieve their revenue goals, but their actual TAKE-HOME income. Melissa is sharing best practices, red flags and pitfalls on today's episode. You can learn more about the work Melissa does at http://melissahoustoncpa.com, by checking out her blog http://thebusinesssociety.co, or through her podcast, The Business Society.
In the world of entrepreneurship, Melissa Houston joins hundreds of other business owners who wish schools taught kids how to explore entrepreneurship. Being able to control hours, income, ideas, and have complete control over your emotions and life is something invaluable which she wishes kids knew was a possibility. Melissa Houston, business finance coach recognized by Forbes, is with us today to share some of problems she navigates through with her clients as she helps to transform their bottom line. With over 20 years experience with large and small businesses, Melissa has coined her CFO Money Method Framework which she shares on her podcast, Think Like a CFO. Visit Melissa here: www.melissahoustoncpa.com or listen to her podcast on your favorite streaming service!
Melissa Houston, business finance coach recognized by Forbes, is with us today to share some of problems she navigates through with her clients as she helps to transform their bottom line. With over 20 years experience with large and small businesses, Melissa has coined her CFO Money Method Framework which she shares on her podcast, Think Like a CFO. Visit Melissa here: www.melissahoustoncpa.com or listen to her podcast on your favorite streaming service!
I've got some real sh*t to share with you. And it ain't pretty.But it is super fricking empowering.Since starting my business over 3 years ago, every single year around the same time my world is totally shattered. It's a pattern. It's one that I know I fall into, and one I knew darn well I could avoid if I only knew what the h-e-double-hockeysticks to do about it.Every single year, I got hit with a surprise $10,000 tax bill. Now, I call it a surprise, because I just had no clue what the hell I was doing. I was bringing in revenue, had no problem hitting the 6-figure mark 3 years running, but I didn't have a financial plan. So when it came time to pay “the man” I was legit fucked.And it would send me into a downward spiral tailspin everrryyyy singgleeee timeeeeeeughghghghghghghghgh! WHYYYYYY.But the thing is, I had no idea what the hell to do! So I avoided my biz finances, thinking “oh I'll just get a big contract and put all of that in my tax savings account and I'll be totally fine come June when my corporate taxes need to be filed.”WRONG.Avoiding the issue just made it worse.Enter my lovely wonderful financial coach, Melissa Houston to literally save my butt.I started working with Melissa last fall when I got an email telling a story about someone who had been facing the exact same challenge. I immediately booked a call with her, and basically hired her on the spot to help me get my finances in order.Pals, my life has been CHANGED ever since! And guess who has more than enough cash stashed to pay the tax bill in two months? THIS GAL.So here's what I want you to do. If you've been in this position before, or if you're just starting out and you need to figure out how to set up your biz finance fundamentals, listen to today's episode of The Ultimate Creative Podcast to learn what not to do, because I ask Melissa a LOT of very important questions I wish I'd had the answers to when I got started!Links:Melissa's free training: https://melissa-houston-cpa-cga.mykajabi.com/a/2147486133/CLLcP9ELMelissa's course, The Confident Cash Method: https://melissa-houston-cpa-cga.mykajabi.com/a/2147486125/CLLcP9ELMelissa's Podcast: https://www.melissahoustoncpa.com/think-like-a-cfo-podcastFree resource - The 4-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/4-step-biz-finance-roadmap/The Business Society https://thebusinesssociety.co Work With Me:Podcast Production: https://theultimatecreative.com/podcastingPodcast Coaching: https://theultimatecreative.com/rocket-fuelConnect With Me:Instagram: https://instagram.com/the_ultimatecreativeP.S. Melissa is offering a free training on TODAY, May 4 at 3pm EST which is going to give you the solutions you need to manage your cash, and keep more of it. You work so hard, I would hate to see you leave money on the table if I knew there was something that would completely change your business and your life! Sign up for that right here!Disclaimer: I receive commissions for purchases made through links in this post.
Episode #171. Say hello again to Melissa Houston! In our last conversation on the Go-to Gal podcast, we learned how Melissa grew her business through big publicity. Now, it’s time to dig into her expertise as a CPA and learn how managing your finances can actually be fun. Listen now to find out what it takes to really hit your income goals and the simplified financial steps you can take to get there.In This Episode You’ll Learn:How managing your business finances can actually be funWhat a new business model means for your financial plan Why making seven figures doesn’t look like what you’d expectThe hidden costs behind launching and running a programWhy cash flow management can make or break your businessFavorite Quotes“If you could manage your money to make yourself a lot more money, how can that not be fun? Let's be a little excited because this is about your money.”“I always get people to set a minimum salary for themselves so that they can live and meet their personal finance expectations. In the good times, you're putting that cash in a reserve. So it'll be there for the bad times, and I'll help you through the harder times when you're pivoting or even if you want to take a summer off. Whatever the case may be, you've got that cash in the company so it can carry you through.”“It's really important to keep your suppliers happy. Whether your supplier is your phone bill, internet, or you're a product-based business, and you're relying on your suppliers to deliver. It's all about having really good, well managed relationships in business. Cash management is a huge part of it.”Discussed on the Show5-Step Biz Finance RoadmapMore About Melissa: Melissa Houston is a CPA and a Business Finance Coach who has over 20 years of experience helping entrepreneurs with their business finances. Melissa teaches her signature CFO Money Method signature framework through group programs.Melissa is a regular contributor at Forbes.com and is the host of the Think Like a CFO podcast.Find Melissa:LinkedInFacebookTwitterInstagramPinterest
If you're a podcaster that wants to earn money from your podcast, you need to have a solid financial plan ready to go. If you're a business owner that has a podcast, you need to know how your podcast is supporting your business financially. How do you figure this out? With my wonderful pal and client Melissa Houston, the host of the Think Like A CFO podcast!Melissa Houston is the host of the Think Like A CFO Podcast which is a super-charged one-stop-shop resource for anything and everything related to business finances for women entrepreneurs. She's also my business finance coach, and seriously, I'm not lying when I say she SAVED my business from financial disaster... yet again. But more on that later. Melissa works with entrepreneurs to empower them with the essential financial knowledge they need to make important decisions in their businesses, to plan for various taxes and expenses throughout the year, and to come out the other side with zillions more dollars than they had before working with her. I know this, again, because she helped me do exactly this!I wanted to bring Melissa on today for a few reasons. One, as podcasters, we need to be aware of the costs of our podcasts so that we can measure the impact more accurately. Two, we need to be thinking long-term and strategically about what we talk about in our podcasts to give our incomes a boost - whether you use podcasting to market and promote your business or as its own income stream. And three, because I think Melissa can share some really great behind the scenes stories of personal development as a podcaster, and why hiring a coach (financial, podcast or otherwise) is generally a good idea to achieve your goals faster and with less devastating frustration.In this episode we cover:What led Melissa to this particular career as a financial coachThe value of hiring a coach to work through personal development, financial, business, podcasting or otherwiseMelissa's podcasting journeyEntrepreneurship being a lifelong commitment to personal developmentWhy coaches are essential for entrepreneursCreating your podcast content that reaches the people that you want to help in a meaningful wayIf you need a hand with your business finances, yes, even if you just have a Patreon and this is another revenue stream for you - you should be thinking about this stuff! Get on the waitlist for the CFO Money Method program that opens January 26: https://melissahoustoncpa.lpages.co/cfo-waitlist/Work with Melissa one on one: https://www.melissahoustoncpa.com/work-with-meListen to Think Like a CFO: https://www.melissahoustoncpa.com/think-like-a-cfo-podcastDon't forget to rate, review and subscribe to Ultimate Podcast Marketing! Love ya!Work with me!Podcast Production: https://theultimatecreative.com/podcastingPodcast Strategy: https://theultimatecreative.com/podcast-coachingFollow me on Instagram at @the_ultimatecreative and don't forget to rate, review and subscribe to Ultimate Podcast Marketing wherever you get your podcasts! https://ratethispodcast.com/ultimate
Building a solid financial foundation for your food business will save you time + money on your way to achieving financial success. In this episode Sarah is joined by CPA and Business Finance Coach, Melissa Houston Together they are covering the elements of building a solid financial foundation for your food business. In this episode of The Good Food CFO Podcast The difference between a bookkeeper + accountant, and the benefits of working with both. Benefits of outsourcing bookkeeping and working with a bookkeeper The value of being able to interpret the financial data of your business, and ‘Big 3' Reports When you should be requesting your monthly financials from your bookkeeper, and why timely reports are critical to financial success The importance of Categorizing your financial data correctly (and the consequences when it's not) Budgets! Why Melissa (and I) believe you should have one, how frequently you should review it, and the biggest benefits of utilizing one. This episode is packed with helpful info no matter where you are in the life of your food business! MEET MELISSA HOUSTON Melissa Houston is a CPA, utilizing her more than 20 years of financial management experience to help entrepreneurs overcome their finance issues so they can earn more profit in their business through her signature coaching program "The CFO Money Method" She is also a finance columnist for Forbes.com and Entrepreneur.com and hosts her very own podcast called “Think Like a CFO”! EPISODE RESOURCES + LINKS Melissa's Website Melissa's LinkedIn Profile Melissa's Instagram: @melissahoustoncpa Sarah Delevan Consulting Website Profitability Roadmap Sarah's Instagram: @sarah.delevan.consulting Connect with Sarah on LinkedIn
How do you take control of your finances? Melissa Houston, CPA, creator of the CFO Money Method and host of Think Like a CFO Podcast, shares her amazing tips on how you can empower yourself with your finances. She shares her own story in her budgeting and how she helps women and business owners control their money and create their own money method.Today, she shares her story with us:
Joining us in this show are Hildegard Grob and Melissa Houston of the Keeler Tavern Museum & History Center and Thomas Broderick a history teacher from Scotts Ridge Middle School. We discuss the historical significance of Keeler Tavern,
Joining us in this show are Hildegard Grob and Melissa Houston of the Keeler Tavern Museum & History Center and Thomas Broderick a history teacher from Scotts Ridge Middle School. We discuss the historical significance of Keeler Tavern, how we connect the town's history to our curriculum, and some of the amazing projects between the museum […]
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