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If you're doing deals but still feel broke, this episode is your wake-up call. CFO and Profit First for Real Estate Investing author David Richter breaks down the exact system hundreds of investors use to finally keep their money, build stability, retire their W-2, and stop living deal to deal. Hosted by Brent Bowers of Wholesaling Inc, this episode gives you the simplest way to set up Profit First—even if you're brand new, working a 9–5, or doing your first deal.Learn how to structure your bank accounts, protect your profit, cut unnecessary expenses, and build long-term financial freedom without needing to scale to 100 deals. For more land opportunities, join The Landsharks Program.---------Show notes:(0:40) Beginning of today's episode(2:00) The three numbers every investor must know(6:00) David's story(10:10) The envelope method(11:32) Opening 2 accounts in OPEX(17:33) Implementing the Profit First System(29:09) Creating a fun account(35:00) What's working on today's market----------Resources:Profit First Real Estate InvestingThe Secret Life of Real EstateQuickbooksSimple CFORich Dad Poor DadOPEXMailchimpActive CampaignPydriveLand Sharks Data Talk to People To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?
The Color of Money | Transformative Conversations for Wealth Building
As we approach the end of the year, it's time to get honest about our money. In this episode, we sit down together to unpack what it really means to reflect on our finances, understand our numbers, and set intentional goals for 2026.Daniel, Bo, and Julia break down why most agents live closing to closing, how commingling business and personal funds keeps us blind to the truth, and why running a P&L on both sides of our financial lives matters. We explore the Profit First method, the power of setting up multiple buckets, and how to build discipline through structure—not willpower.We also talk tax strategy: year-end deductions, depreciation, charitable giving, and why your CPA's job (reducing taxable income) might conflict with your lender's job (qualifying you for a loan). And we dive into the hierarchy of goals—I Promise, I Know, I Think, I Hope, I Pray—and how tying emotion to your goals creates real momentum.Whether you're preparing for taxes, planning for growth, or simply trying to stop “living on swipe,” this conversation gives you the clarity, tools, and practical steps to make 2026 your strongest financial year yet.Resources:Learn more at The Color of MoneyRead Profit First by Mike MichalowiczBecome a real estate agent HEREConnect with Our HostsEmerick Peace:Instagram: @theemerickpeaceFacebook: facebook.com/emerickpeaceDaniel Dixon:Instagram: @dixonsolditFacebook: facebook.com/realdanieldixonLinkedIn: linkedin.com/in/dixonsolditYouTube: @dixongroupcompaniesJulia Lashay:Instagram: @iamjulialashayFacebook: facebook.com/growwithjuliaLinkedIn: linkedin.com/in/julialashay/YouTube: @JuliaLashayBo MenkitiInstagram: @bomenkitiFacebook: facebook.com/obiora.menkitiLinkedIn: linkedin.com/in/bomenkiti/Produced by NOVAThis podcast is for general informational purposes only. The views, thoughts, and opinions of the guest represent those of the guest and not Keller Williams Realty, LLC and its affiliates, and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/application CEO, stop letting the fear of a salary keep you stuck in the Solo-Preneur Trap! If you're stressed and overworked, I'm giving you the non-emotional math you need to prove that hiring a full-time team member at $75K is not an expense—it's an investment that can generate nearly $100K in new profit and buy back your weekends. Tune into this episode to grab the simple, data-backed formula that will finally give you the freedom you deserve and help you build that profitable business you love! The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/can-i-afford-to-hire-wedding-ceo-math/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Take the Wedding Pro CEO's free GAP assessmentSupport the show
The Money Habit on How to Finally Take Control of Your Finances What if your biggest money problem isn't how much you earn—but how you manage what you already have? In this week's episode of Richer Soul, bestselling author Mike Michalowicz (Profit First, Clockwork, All In) returns to share insights from his new book, The Money Habit. It's a simple, behavior-based approach to mastering personal finances—no spreadsheets, guilt, or complicated budgets required. Key Insights from the Conversation: Making Money Is One Skill—Keeping It Is Another. Most people learn how to earn but never master how to keep money. Mike reminds us that wealth isn't built by income alone—it's built by intentional systems that preserve and direct your money before it slips away. Financial Independence vs. Financial Freedom. Financial freedom is doing what you want, when you want, without worrying about money. Financial independence means having authority over your money—so it no longer controls you. That authority starts with awareness. How Credit Cards and "Points" Hack Our Brains. Credit cards are engineered to make you spend more. Points and perks are psychological triggers that override rational decision-making. Mike shows how to flip the script by setting up commitment devices—systems that protect you from yourself. Build Your Money "Envelopes" at the Bank. Instead of one big account, divide your money into clear purposes—needs, wants, dreams, and slush funds. Label debit cards for each category. When you spend, you'll instantly see whether you're honoring your priorities or drifting off course. Teach by Example. Your kids don't learn about money from what you say—they learn from what you do. Modeling calm, structure, and intentional spending plants lifelong financial wisdom in the next generation. Money Learning from Mike: We often think more money will solve our problems. It won't. The real transformation happens when we gain authority over what we already have. Whether you earn $50,000 or $500,000 a year, financial independence starts by giving every dollar a job before it leaves your account. Key Takeaway: Financial peace isn't found in making more—it's found in mastering what you already have. Start small: create one new account for your biggest money worry today, label it clearly, and fund it consistently. Small actions, done repeatedly, become lifelong habits. Bio: Mike Michalowicz (my-CAL-o-wits) is the entrepreneur behind four multi-million-dollar companies and the author of bestselling business books including Profit First, Clockwork, The Pumpkin Plan, and All In. His newest book, The Money Habit, is a groundbreaking approach to personal finance. The television host of The 4 Minute Money Maker and a former columnist for The Wall Street Journal, Mike now travels the world helping individuals grow thriving businesses and live richer lives. Links: Facebook: https://www.facebook.com/MikeMichalowiczFanPage/ Instagram: https://www.instagram.com/mikemichalowicz/ LinkedIn: https://www.linkedin.com/in/mikemichalowicz/ YouTube: https://www.youtube.com/c/mikemichalowiczofficial TikTok: Mike Michalowicz https://dontwritethatbookpodcast.com/ https://mikemichalowicz.com/mikespodcast/ https://substack.com/@mikemichalowicz?utm_source=user-menu Hear the full conversation with Mike Michalowicz on the Richer Soul podcast — where we explore the systems and mindsets that help you live richer in every area of life. #TheMoneyHabit #MikeMichalowicz #ProfitFirst #FinancialIndependence #WealthBuilding #MoneyMindset #RicherSoulPodcast #RockyLalvani Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Profit First with Megan Schwan Most owners chase revenue and wonder why cash keeps disappearing. In this episode, Rocky sits down with Megan Schwan—CEO of Sidekick Accounting and a certified Profit First Professional—to unpack the simple systems that turn chaos into cash: clean books, pricing discipline, expense sweeps, and a short list of actionable KPIs. If you want fewer surprises and fatter reserves, start here. In This Episode, You'll Learn: Why "good books" are your #1 tax saver—and the foundation for pricing and fraud control. How Profit First creates guardrails, gut-checks overspending, and builds real reserves. The expense analysis that finds instant profit (and all those "I thought I canceled" subs). The handful of KPIs to watch: break-even, month-end bank balance trend, gross & net margins, plus 1–2 lead metrics. Why owners must read the balance sheet (AR, debt, cash) to explain the "profit but no cash" mystery. S-Corp myths vs reality: costs, payroll, compliance, and when it doesn't save you a dime. The mindset gap: let data overrule fear and emotion—especially in weird markets. Key Takeaways: Clean books first; dashboards second. Messy inputs = misleading decisions. Profit First is a behavior system that forces lean ops and automatic reserves. Trim subscriptions and non-ROI spend quarterly. Every line needs a purpose. Track few, not many: break-even, margin, cash trend, and one lead indicator. Entity choice is strategy—don't elect S-Corp on hype; do the math. Bio: Megan Schwan is the CEO and Founder of Sidekick Accounting Services, a national, virtual accounting firm working to change the statistic that 8 out of 10 small businesses fail. For over a decade, Megan and her team have educated 1000's of owners on their business accounting and taxes in order to create sustainable and successful businesses. Being in the accounting industry for over 2 decades, Megan has seen and experienced plenty of businesses' red flags and triumphs. Links: Website: www.sidekick-accounting.com LinkedIn: https://www.linkedin.com/in/meganmschwan/ Facebook: https://www.facebook.com/mmschwan/ Instagram: https://www.instagram.com/mompreneurof4/ Conclusion: Revenue is loud. Cash is quiet. Use Profit First to build guardrails, clean up the books so pricing and KPIs tell the truth, and revisit entity and expenses with a strategic eye. A 20-minute weekly review beats a 20-hour crisis. Start small; stay disciplined; let the numbers lead. #ProfitFirst #CashFlow #Bookkeeping #SmallBusiness #KPIs #PricingStrategy #Entrepreneurship #CFO #TaxPlanning #BusinessSystems Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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If you've ever felt out of alignment in life or business, this episode will light a fire under you. I sit down with Amber Vilhauer—founder of No Guts No Glory and author of Infinite Impact—to talk about what it really takes to create purpose-driven work that actually changes lives. Amber's not only the powerhouse who helped me launch Profit First for Real Estate Investing, but she's also a deeply authentic entrepreneur with a remarkable journey of resilience and transformation.Amber shares the emotional backstory that shaped her mission to help others feel heard, seen, and valued—and how that mission now fuels everything from book launches to marketing strategy. We dive into the real root of resistance, how entrepreneurs can overcome visibility fears, and why getting into alignment might be the most important step you're skipping. If you've ever wondered whether your voice matters or how to make an impact beyond just growing your business, this one's for you.Episode Highlights[0:00] - Introduction[1:08] - Amber reflects on coming full circle with Simple CFO and the origins of her mission[2:12] - Her early life of invisibility and the turning point that sparked her purpose[3:29] - Why “Infinite Impact” became her book's title and central message[4:39] - The root of resistance and why so many entrepreneurs feel out of alignment[5:52] - How skipping alignment leads to marketing failure (and how to fix it)[6:38] - From book idea to legacy vehicle: Helping real estate investors uncover their message[9:18] - The power of a micro-vision and how to create daily impact[12:04] - Amber shares the deeply personal story that shaped her resistance to being seen[16:33] - Overcoming traumatic beliefs and the ongoing work to use your voice[22:31] - How one small academic moment taught Amber the power of choosing the hard path[24:54] - A powerful reframe: Instead of asking what you want in life, ask how you want to feel[28:20] - Why unmet needs—not money—are the true source of peace of mind[30:05] - Where to get Amber's full-color book and free alignment PDF5 Key TakeawaysAlignment is Everything: Before launching any brand or business strategy, make sure you're in personal alignment. It informs every decision moving forward.Your Story is the Strategy: The very thing you're most afraid to share could be your greatest impact tool.Micro-Vision Over Mega-Vision: Focus on making one person feel heard, seen, and valued at a time. That's how real impact scales.Every Moment is a Choice: Whether it's walking into a classroom or onto a stage, impact is built through choosing courage daily.Peace of Mind Isn't Bought: It's created by meeting your own emotional needs—something entrepreneurs often overlook in the pursuit of growth.Links & ResourcesGet the book + free PDF: InfiniteImpactBook.comLearn more about Amber's work: No Guts No GloryBook your financial clarity call: SimpleCFO.comClosing RemarkIf this episode hit home, don't keep it to yourself—share it with a friend who needs to hear it. And if you're loving the show, please rate, follow, and review the podcast to help more people find financial clarity and purpose. Thanks for listening!
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If you own a boutique, run a retail store, manage inventory, or support product-based businesses — this episode is required listening.Today I'm joined by Christyne Gray, a distinguished retail accountant, certified tax specialist, and CEO of She Profits Now. For 25 years, Christyne has helped independent retailers, brand creators, and wholesalers elevate their profits, maximize returns, and minimize financial overwhelm.And here's why she's different: Christyne explains financial strategy in a way no accountant has on this show. She breaks down the concept of profit guardrails — how to create them, why they matter, and how they prevent silent revenue leaks that are SO common in boutique retail.We also talk about: ✨ Why inventory-based businesses require a different financial approach ✨ The hidden habits that sabotage boutique profit ✨ How to finally understand your numbers without wanting to cry ✨ And why Profit First doesn't work for retail! If you're in the retail industry or know someone who is, share this episode with them. Christyne is the go-to accountant for boutique retail, and she's about to make your financial life SO much clearer.A bit about our guest: Christyne Gray is a distinguished accountant, certified tax specialist, and the President and CEO of She Profits Now, an elite financial services firm and coaching company. For over 25 years, Christyne has helped independent retailers, brand creators, and wholesalers elevate their profits, maximize their returns, and minimize their stress. She has dedicated her career to helping high-achieving women create profitable and impactful businesses through her Financially Fabulous Coaching Program. Your GO-TO LINK for all things Brick and Mortar Visibility-: Level UP : Your Business, Your Life, Google Business Profile Workshop, Visibility Workshop, One on One Coaching, & Referral Partners.Love today's podcast?
En este episodio se revela cuál es el verdadero tablero básico de control de tu empresa: tus finanzas. Aprenderás a entender de forma sencilla tu balance general y estado de resultados, especialmente en base a flujo de efectivo, para dejar de tomar decisiones que golpean tu rentabilidad sin darte cuenta. Descubre cómo tener claridad en tus números puede transformar tu pyme y devolverte equilibrio entre tu negocio y tu vida personal. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationIn this episode, I'm sharing Melissa Gaines' inspiring story of how she went from booked out, exhausted, and stuck in $20 tasks to running three companies and crossing 7 figures in the wedding industry faster than she ever planned. We dig into the surprising shifts she made behind the scenes—things most wedding pros never even think about—that unlocked more profit, more time, and more freedom for her family. If you're a planner, photographer, DJ, caterer, or any wedding pro who's tired of working every weekend and wondering why it still feels so hard, hit play and come see what's actually possible.The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/7-figure-breakthrough/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmz Heads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show
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In this archive episode, we dive into the concept of “Profit First” E-commerce and why focusing solely on revenue can lead to big surprises. Karl O'Brien, Co-Founder of Store Hero, an e-commerce analytics tool, shares how their system helps store owners avoid common financial pitfalls by shifting their focus from top-line sales to bottom-line profitability. He explains how to gain a clear view of true profit and what to do with that information to drive business forward.Topics discussed in this episode: Why many merchants get a profit shock at month's end. Why revenue-based decisions can hurt profits in e-commerce. How contribution margin bridges the gap between marketing and finance. What products are hidden cash cows or are actually unprofitable. How to calculate break-even point ROAS for individual products. Why Q4 strategy should be based on profit, not just sales.What Store Hero is: a profit-first e-commerce analytics tool. Links & Resources Website: https://storehero.ai/LinkedIn: https://www.linkedin.com/company/storehero/Twitter: https://twitter.com/StoreHeroApp Get access to more free resources by visiting the show notes at https://tinyurl.com/dsay245p______________________________________________________ LOVE THE SHOW? HERE ARE THE NEXT STEPS! Follow the podcast to get every bonus episode. Tap follow now and don't miss out! Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/ Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak Partner with us: https://ecommercecoffeebreak.com/partner-with-us/
Denise Groves, CPA is a financial consultant and strategist, and the founder of CFO Support Inc. With a background that includes positions at KPMG and Fortune 500 companies, Denise is an Advanced Certified Profit First professional. Her engaging style helps clients implement the cash flow philosophy of Mike Michalowicz' book, Profit First. She is an Auburn College of Business alumnus and a member of Auburn's Women's Philanthropy Board Executive Committee.
En este episodio exploramos el dilema entre misión, vocación y propósito, y por qué entender esta diferencia puede cambiar por completo tu forma de vivir y de dirigir tu empresa. Descubre cómo alinear lo que haces con lo que realmente eres, cómo evitar perderte en el "deber ser" y empezar a moverte desde tu autenticidad. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Before You Close Your Books This Year, Make These 3 Tax-Saving Moves When it comes to taxes, most entrepreneurs are winging it and paying the price. I'm joined by my friend and tax attorney, Braden Drake, who breaks down the must-know tax strategies that can save you thousands and help you feel confident about your business accounting. Whether you're already making six figures or simply want to feel prepared when it comes to bookkeeping, Braden is here to demystify LLC vs. S Corps, deductions, and the smartest year-end money moves you can make. In this episode, we tackle the common tax mistakes online business owners make, how to structure your business for long-term savings, and what you can do right now to set yourself up for a stress-free tax season. HERE ARE THE 3 KEY TAKEAWAYS FROM THIS EPISODE: 1️⃣ Stop Mixing Business & Personal Finances – One of the most common (and expensive) mistakes entrepreneurs make is skipping a separate business bank account. Keep your finances clean and organized to avoid audit headaches and missed deductions. 2️⃣ Understand the S Corp Advantage – Braden explains exactly how switching from an LLC to an S Corp (when your profit hits around $60K–$100K) can save you thousands each year and why getting this wrong could trigger IRS red flags. 3️⃣ Don't Spend Just to “Save” on Taxes – The smartest entrepreneurs don't buy their way into write-offs. Instead, they focus on year-end strategies that actually build wealth, like opening a retirement account, catching up on bookkeeping, and planning for profit with intention. RESOURCES MENTIONED IN THIS EPISODE: Get your copy of Unf*ck Your Biz: A Step-by-Step Framework to Get Your Legal and Tax Shit Legit Subscribe to Unf*ck Your Biz Check out Gusto Get your copy of Profit First by Mike Michalowicz MORE FROM BRADEN Learn more about Braden's offerings at notavglaw.comFollow Braden on Threads and Instagram: @notavglaw MORE FROM ME Follow me on Instagram @amyporterfield SUBSCRIBE & REVIEWIf you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts! Your support helps us reach more entrepreneurs who need these insights.
Talking about money isn't always easy, Bestie — especially when no one ever taught us how to truly manage it.
We've all had those weeks where the inbox is overflowing, deadlines are creeping up, and everything feels one small hiccup away from chaos. When that happens, it's easy to blame your motivation or time management. But the truth is, when things feel chaotic or inconsistent, it's usually not a motivation problem... It's a systems problem.In this episode, I'm breaking down the five core systems that keep your photography business running smoothly: marketing, sales, fulfillment, retention, and accounting… plus one more that most people skip, data tracking. We'll talk about what each one actually looks like in real life, how to tell when it's working (or not), and why putting these in place doesn't have to be complicated or corporate.I'll also share some of my favorite resources that help make these systems easier, like the Simple Sales Blueprint, Revenue on Repeat, and the Photographer's Business Dashboard, so you can stop relying on hustle and start relying on structure.If you ever struggle with procrastination, this episode will help you put systems in place that save your time, energy, and sanity.LINKS:The Consistency Club: Your monthly marketing system in a box — stay visible without the hustle.Simple Sales Blueprint: Learn how to build a sales system that's simple, transparent, and effective.Revenue on Repeat: Create a portrait membership system that locks in repeat clients and predictable income.Photographer's Business Dashboard: Track your numbers, see your trends, and finally understand your business data.Profit First by Mike Michalowicz: A simple, practical framework for managing your money so your business stays healthy and profitable.Resources: New to the podcast? Go to thiscantbethathard.com/welcome to get access to 3 of Annemie's best free resources. Join our community! We'd love to welcome you into our supportive, business-focused private Facebook group. Go to facebook.com/groups/thiscantbethathard to request access. Long-time listener? Leave a review!
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationThis week we're talking about the $140,000 mistake one wedding pro was making without even realizing it — and how fixing it transformed her business (and life). If you've ever felt stuck doing all the things while wondering why your profits don't match your bookings, this episode is a game-changer. You'll learn how to remove yourself as the bottleneck, fix your sales system, and finally start running a business that works for you, not because of you.The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/140k-mistake-wedding-pro/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with. =========================Book Your Gap Assessment Call to Unlock our Black Friday Deal Now Take the Wedding Pro CEO's free GAP assessmentSupport the show
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In this episode, I'm joined by Dean Rogers—former NFL player turned real estate investor, coach, and community builder. Dean opens up about the moment he walked away from the NFL, the painful identity loss that followed, and how real estate became the path to financial and personal freedom.We explore the mental, emotional, and financial rollercoaster Dean went through—from blowing $250K early in his career to now leading a thriving real estate business and coaching program. He shares how discipline from football translated into real estate, why trying to do it all alone almost destroyed him, and how collaboration and mentorship ultimately led to success. This episode is packed with hard-won wisdom and real talk on what it takes to build a life and business you love.Episode Timeline[0:00] – Introduction[2:15] – Dean's college football career and how it led to the NFL[3:40] – The physical price of professional sports and the decision to walk away[5:00] – Wrestling with identity loss after leaving football[7:25] – Starting over financially and emotionally—with no plan B[9:12] – How a podcast episode opened Dean's eyes to real estate investing[10:45] – Getting obsessed with learning: YouTube, books, and mentors[12:00] – First wholesale deal and the adrenaline of closing it[14:20] – Scaling fast—and the traps that come with early success[17:00] – Partnering with Sean Terry and stepping into mentorship[18:45] – The $250K mistake that nearly destroyed the business[20:00] – How asking for help saved Dean's career and shifted everything[22:05] – Finding faith, focus, and freedom through accountability[23:30] – Creating the “Friends with Benefits” model for JVs[26:10] – Coaching others through the same transformation he lived[28:30] – Why community, mindset, and financial structure go hand in hand[30:00] – Final thoughts on taking control of your time and your money5 Key TakeawaysDiscipline beats motivation. Dean's training in the NFL gave him the consistency to succeed even when results weren't immediate.Ego can cost you everything. Trying to figure it out alone led to massive losses—collaboration brought the breakthrough.Mistakes are tuition. The $250K lesson taught Dean more than any win ever could.Real freedom requires real systems. From financial structure to JV partnerships, sustainable growth depends on structure.Surround yourself with winners. Community and mentorship accelerated Dean's transformation from stressed out to scaling up.Links & ResourcesConnect with Dean: DeanRogers.comLearn more about Profit First for REI: SimpleCFO.comIf Dean's story moved you or motivated you, be sure to rate, follow, and leave a review for the podcast. And share this episode with someone who's ready to stop playing small and start building something bigger—with structure, purpose, and profit.
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Do you ever wonder why, no matter how much your business grows, your personal finances still feel out of control? If you've ever felt like your success at work doesn't translate to financial peace at home, this episode is your wake-up call. Jim Schleckser sits down with money expert and bestselling author Mike Michalowicz—creator of Profit First—to talk about why most people, even entrepreneurs, struggle with money and how simple behavior shifts can create real financial freedom. In this episode, you'll discover: How to "pay yourself first" in a way that guarantees profit instead of hoping for it. The behavioral money trap that keeps even smart business owners broke—and how to intercept it. A simple system to reduce financial stress for you and your employees, leading to happier, more productive teams. Hit play now to learn Mike's practical, life-changing approach to mastering your money habits—and start keeping more of what you earn today. Check out: [08:45] – The "Profit First" Mindset: Mike explains how reversing the traditional approach to profit—taking it off the top instead of waiting until the end—can transform how you run your business. [22:10] – The Behavioral Intercept: A powerful discussion on why most people fail with budgets and how simple systems at the bank level can automatically change your financial behavior for good. [39:25] – Redefining Retirement: Jim and Mike challenge the traditional idea of retirement and explore how to plan for a meaningful, flexible, and financially confident future. About Mike Michalowicz Mike Michalowicz is the entrepreneur behind four multi-million-dollar companies and the author of bestselling business books including Profit First, Clockwork, The Pumpkin Plan, and All In. His newest book, The Money Habit, is a groundbreaking approach to personal finance. The television host of The 4 Minute Money Maker and a former columnist for The Wall Street Journal, Mike now travels the world helping individuals grow thriving businesses and live richer lives.
Do you treat profit as “what's left over” after expenses instead of prioritizing it from the start? Having a profit-first mindset is the cornerstone of building a sustainable, scalable, and stress-free agency. In this episode of the Agency Blueprint podcast, we dive deep into the profit-first mindset—a revolutionary approach for agency owners who want to generate consistent profitability. We discuss how to reverse engineer a profitable business model by focusing on intentional pricing, cost constraints, and smart resource allocation.Listen in to learn more about how to stop running your agency like an exhausting job instead of a thriving business.Key Questions:[01:22] How is “profit-first mindset” different from the way most agency owners view money?[05:17] What are the key elements of having a profitable agency model? [09:53] If you had to replace yourself in all the roles you currently cover, would your pricing model still hold up?[13:53] If a big client makes up 70% of your revenue, how do you protect your agency if they suddenly leave?[16:01] How long should you run at a deficit before making the hard decision to restructure or let team members go?What You'll Discover: [01:45] Profit-first mindset – why setting aside profit immediately—not as an afterthought—is a game changer.[02:37] How most agencies operate without real financial constraints, leading to overspending and poor decision-making.[05:22] Why blended rates don't accurately capture the true cost of delivery and why agencies miss key overhead factors.[07:52] A simple benchmark: if your agency isn't hitting 25% profitability, your model is broken. [10:01] The hidden cost of agency owners filling different roles but only paying themselves for one.[13:17] The risks of scaling before fixing profitability, from debt to losing entire businesses when a big client leaves.[14:18] Two primary financial benchmarks every agency owner must track—gross profit and operational costs.[16:53] How to personally balance loyalty to your team with the financial realities of running a profitable business.
En este episodio, exploramos por qué controlar tu flujo es tan vital como respirar, cómo evitar el colapso financiero por desorden interno y qué hábitos puedes implementar desde hoy para tener un negocio rentable, estable y con propósito. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Profit First and the epiphany moment when the reality of implementing it happens. Stories from law firm owners who are taking their profits first.
ou didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationMary Kate Morrissey shares how she went from solo planner to scaling her Boston-based wedding business, doubling her revenue in just 18 months by learning to lead like a true CEO.Tune in to hear the real shifts that helped her stop winging it, take control of her numbers, and build a team-run company that actually supports her life. The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4 ========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/fast-tracked-wedding-business-success-mk-morrissey/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Book Your Gap Assessment Call to Unlock our Black Friday Deal Now FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show
Scale Smarter: Use EOS to Add Another Zero with Rick Benton When business growth starts to feel like chaos, it's time to add structure. EOS (the Entrepreneurial Operating System) gives you a clear roadmap to align people, processes, and profit — but when you combine it with the right financial systems, that's when the real transformation happens. In this episode, Rick Benton, EOS Implementer and former multi-state business owner, joins Rocky Lalvani to unpack how EOS helps entrepreneurs simplify, scale, and create freedom. Together, they explore how visionaries can step back from the whirlwind, let go of control, and finally build a business that runs on systems — not stress. 5 Key Lessons from the Conversation: Let Go of the Vine. Growth starts when you release control. EOS helps visionaries trust their team, delegate effectively, and stay focused on the high-value activities that drive impact. Weekly Scorecards > Monthly Panic. Measure what predicts the future, not what reports the past. Weekly scorecards with 5–15 KPIs give you 52 chances a year to course-correct instead of 12. Finance Is the Missing Gear. EOS brings clarity, but without a financial dashboard tied to gross profit and cash flow, you can hit your goals on paper and still miss in the bank account. When EOS and Profit First systems work together, growth becomes predictable and profitable. From Rock Bottom to Rock Foundation. The lessons you've learned — and the systems you've built — become the foundation you can always stand on. You're not starting over; you're building from strength. Stop Hustling, Start Delegating. Hustle culture leads to burnout. Smart owners out-delegate, not out-work. Systems and scorecards let you scale without grinding yourself or your team down. Key Takeaway: EOS gives you the structure; Profit First systems make sure the structure actually pays. Together, they align your people, vision, and numbers so your business grows with ease — and adds another zero without adding more chaos. About Rick Benton: Rick's entrepreneurial journey started in high school when he and a friend started an event company. Dedicated to a vision of creating the most exciting and energetic experiences, the business quickly found successes that extended far beyond the local Detroit market. Fast forward a few decades and this multi-state, award winning company provided event planning, coordination, entertainment, and AV production services for national corporate, social and educational clients. After a successful sale and exit of the business in 2018, Rick has been a teacher, a coach, and a business consultant. His superpower is his energy and passion for business, learning and growth, always challenging the existing status quo to find better solutions. He personally understands and experienced the power of EOS and how it offers freedom for entrepreneurs to break through their ceiling, clarify and achieve their vision, while improving the lives of leadership teams, employees and their families. Rick is excited to share that EOS power with you to achieve your VISION, gain TRACTION, and build a HEALTHY, cohesive, and fun-loving leadership team. Links: EOS: https://www.eosworldwide.com/rick-benton LinkedIn: https://www.linkedin.com/in/rickbenton/ Facebook: https://www.facebook.com/rick.benton/ Conclusion: Scaling isn't about doing more — it's about doing the right things in the right order, backed by clear numbers. EOS brings operational discipline. Profit First adds financial confidence. When those two worlds meet, your business becomes scalable, self-managing, and sustainably profitable. If you're ready to connect your EOS scorecard to real profit and cash flow, schedule a Profit Assessment Call with Rocky and start turning structure into wealth. #ProfitFirst #EOS #Entrepreneurship #BusinessGrowth #CashFlow #FractionalCFO #Scorecard #Visionary #Integrator #Delegation #Systems #FinancialFreedom #SmallBusiness #ProfitAnswerMan Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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In this episode of the Profit First for REI Podcast, I'm joined by Etinosa Agbonlahor—a real estate investor, behavioral economist, and the host of the Her First House podcast. Etinosa brings a unique blend of corporate financial insight and personal real estate experience to the table. From working in publishing and banking across continents to designing large-scale financial behavior interventions, her journey is anything but ordinary.We dive into the psychology of money, why most people don't follow good financial advice, and how to design systems that actually help people take action. Etinosa also shares her path into real estate, how she built her portfolio from abroad during the pandemic, and why she intentionally slowed down her investing for the sake of peace and sustainability. Whether you're just starting out or looking to scale with clarity, this episode will give you a powerful perspective on financial decisions—from mindset to execution.Timeline Summary[0:00] - Introduction[1:35] - Etinosa's background: from corporate finance to real estate investing[5:33] - The pivotal book that changed her life (and her career direction)[9:25] - The mentor who helped spark her interest in behavioral economics[13:13] - What behavioral economists actually do—and how they help companies change financial behavior[18:10] - The “Benefits Finder” case study that impacted an entire nation[20:01] - Why simplifying financial decisions is the real game changer[21:00] - How a rough year in real estate led her to launch Her First House podcast[23:20] - The wisdom of slowing down: why she didn't buy a rental in 2024[25:38] - Reflections on building a sustainable, peace-driven business and life5 Key TakeawaysBehavioral economics helps bridge the gap between intention and action—especially when people feel overwhelmed by financial decisions.Etinosa's passion for personal finance was sparked by her first paycheck—and honed through global experience.Mentorship doesn't have to be long-term to be transformative. A single book or conversation can redirect your life.In real estate, success isn't always about scale—it's about sustainability and alignment with your personal definition of peace.Financial education should be designed with psychology in mind. Simplifying the user experience increases the chances people actually take action.Links & ResourcesWebsite: HerFirstHouse.orgInstagram: @RealEstateWithEtsiBook Mentioned: Predictably Irrational by Dan ArielyPodcast Mentioned: Her First House podcastIf you enjoyed this episode, don't forget to rate, follow, and review the show. Share it with someone who's ready to take control of their finances—and take action toward their first or next real estate deal!
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Soooo this isn't the thing I'm most proud to share, but I just finally made my first paycheck from my business to myself. And I've been in business for over 7 years.But I know I'm not alone, and I know a lot of business owners have a difficult time setting money aside to pay themselves.So if that's you, this episode is for you.We're talking all about money, and specifically in context of The Profit First Method, a method of managing your finances that was created by Mike Michalowicz.In this episode you will learn:what the Profit First Method iswhy to use the Profit First Method (or something similar)the recommended percentages when you split your moneyhow to automate the processmy experience implementing the Profit First MethodThe bank account that I am using - and loving - with the Profit First Method is through Relay. (not sponsored or affiliated; just a fan)If you'd like to dig deeper, here are some resources for you:the Profit First book by Mike Michalowicz (this is an Amazon affiliate link)my podcast episode with Hanna Lisa of Making Stories, all about Paying Yourself as a Business Ownerthe guest discussion replay on Accounting, Taxes & Staying Legal with Amy Bradbury of Empowered Profit inside Pattern Design Circle---------------------------------------------------------------------------------------------------------------Send a Fan Mail Message!If you've found this episode helpful or inspiring, feel free to support the podcast via Ko-fi
Compartiendo experiencias de toda una vida en el ecosistema emprendedor.
Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In this episode, Wayne Foreman shares his powerful journey from launching CDF with almost no capital to scaling it into a family of five successful companies with more than 150 team members. He opens up about the role faith played in his entrepreneurial path — including the prayer that shifted everything — and how trusting God through both challenges and victories shaped his business decisions. Wayne also explains how discovering Profit First transformed the way he operated, giving him clarity, stability, and true profit freedom. He dives into his coaching framework, 3PX, which focuses on People, Profit, Process, and the all-important X factor: user and customer experience. Listeners will hear how 3PX Coaching and the 3PX Podcast are helping business owners build stronger, more efficient, and more purpose-driven companies. Website:www.foreword.comwww.3pxcoaching.com Corporate Partner:Kick - https://www.kick.co/ Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
It's time to break through the mindset blocks that keep entrepreneurs from owning and growing a profitable business.
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationThe wedding industry has sold us a story — that hustle equals success. But what if that story is the very thing keeping you stuck? In this episode, I'm breaking down the lies we've all believed about what it takes to “make it” and showing you how to finally scale profitably without burning out. Wedding Pro, I believe you are ready to reclaim your weekends, increase your profit, and lead your business like a true CEO!! This conversation will change the way you see growth forever.The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4 ========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/wedding-industry-lies/ =========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with. =========================Book Your Gap Assessment Call to Unlock our Black Friday Deal Now Take the Wedding Pro CEO's free GAP assessmentSupport the show
"The more intentional you get with your money, the more intentional you get with your time as well." -Jennifer Hume In our 500th episode, Jennifer Hume, owner of Coronation Bookkeeping & Tax Services, shares how she built a successful virtual bookkeeping firm and expanded into coaching for real estate professionals. She reveals what worked, what didn't, and how she uses systems, marketing, and speaking to grow her business with purpose and profitability. In this interview, you'll learn: How niching and storytelling drive growth and confidence Why systems are essential for scaling How Jennifer built a $250K firm through referrals To learn more about Jennifer, click here. Connect with her on LinkedIn. Time Stamp 02:03 – Jennifer's journey from family business to starting her own bookkeeping firm 05:28 – Lessons learned from her father's failed business & what she'd do differently 06:08 – The importance of systems & Profit First for building a strong foundation 07:49 – Transitioning from data entry to leadership & advisory work 08:16 – How Jennifer built a $250K firm through referrals & strong processes 10:45 – Learning to market intentionally & step outside her comfort zone 13:03 – Building referral partnerships with accountants & real estate brokerages 15:07 – Overcoming fear & learning to pick up the phone to grow the business 17:07 – How niching into real estate transformed her business 19:42 – Why specializing makes marketing easier & attracts better clients 21:07 – What marketing tactics didn't work (and what to watch out for) 22:08 – Email marketing & newsletters that actually connect 24:55 – How creating a professional speaker's reel set her apart 26:44 – The power of storytelling on stage & building confidence through speaking 30:12 – Using AI tools like ChatGPT to craft speeches & prompts quickly 33:22 – Building a coaching business for real estate professionals 34:56 – Why 90% of realtors quit within five years & how coaching helps 35:40 – How financial & time habits create happier, more balanced lives 37:32 – Where to find & connect with Jennifer online This episode is brought to you by our amazing friends at Hub Analytics! Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips. Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you'll save time, reduce errors, and gain deeper insights into your clients' financials! Ready to take your bookkeeping to the next level? Book a demo to learn more and start your FREE trial TODAY!
From Bankruptcy to 60 Million: The Systems Behind a Successful Exit with Jason Sisneros Most business owners think success means more sales and more hustle. But Jason Sisneros discovered the opposite — freedom comes from systems, not speed. After crashing three businesses and digging himself millions into debt, Jason rebuilt from scratch. Over time, he created, scaled, and sold 26 companies with 6,800 employees for more than $60 million — all without investors or partners. Today, through his company Built to Exit, he helps business owners do what he finally mastered: design a business that creates wealth and freedom instead of chaos and burnout. 5 Key Lessons from the Conversation: Every Business Exits — It's Your Choice How. You'll leave your business one way or another. Build for a custom exit, not an involuntary one. Assess Honestly Before You Act. A turnaround begins with clarity — know your numbers, your relationships, and what truly drives value. Reignite Your "Why." Many entrepreneurs lose their original purpose. Rediscovering it reignites motivation and smart decision-making. Profit and Cash Flow Are Different Beasts. Jason uses the Profit First envelope system to separate profit, operating cash, and free cash flow — protecting the money that builds freedom. Systems Create Sellable Companies. Businesses that run on process, not personality, scale faster, stress less, and are worth more when it's time to exit. Key Takeaway: Revenue looks impressive — but free cash flow buys freedom. Structure your money so it serves your life, not the other way around. About Jason Sisneros: Jason Sisneros is a battle-tested Chairman obsessed with the game of business. His focus is consistently and predictably building 5% companies and 1% business owners. Renowned as one of the brightest minds in business and innovation, Jason has worked with Fortune 500 companies like Nike, Comcast, and Microsoft. His passion, however, is for the over 100 small—to mid-cap companies he has helped optimize for maximum cash flow or wealth-harvesting exits. Jason is sought after by business owners worldwide as a trusted resource for creating competitive advantages for their companies. His proprietary systems are called "Built To Exit" or B2X. He currently owns multiple businesses, has personally exited more than two dozen companies, and has spoken for hundreds of thousands of business owners on stages and podcasts around the world. Jason's commitment extends beyond business. He volunteers as an undercover operative and helps fund a child sex trafficking rescue unit called SERT Ministries. Actively involved in anti-domestic violence and food insecurity initiatives, Jason believes ethical capitalism improves the world. He champions that successful business owners are among the most generous, driving positive change globally. He considers a well-trained, robust small and mid-sized enterprise environment, where we all do business with each other, one of the most potent engines of freedom. Links: YouTube Channel: https://www.youtube.com/@BuiltToExit Facebook: https://www.facebook.com/jason.sisneros.1 Instagram: https://www.instagram.com/thejasonsisneros Linkedin: https://www.linkedin.com/in/jason-sisneros/ X: https://twitter.com/thejsisneros?lang=en B2x Website: https://builttoexit.biz/about/ Conclusion: Jason's journey proves that even failure can become fuel when you apply the right systems. Whether you plan to sell someday or simply want a business that runs without you, start now: know your numbers, separate your accounts, and define your end game. Because at the end of the day, every business exits — the smart ones are built to. Richer Soul Ep. 459 From Drug Runner to 60 Million Exit: Jason Sisneros' Redemption Story: https://richersoul.com/ep-459-from-drug-runner-to-60m-exit-jason-sisneros-redemption-story/ #ProfitFirst #BusinessExit #CashFlow #EntrepreneurMindset #FinancialFreedom #BuiltToExit #ProfitAnswerMan #SmallBusinessGrowth #BusinessStrategy #WealthBuilding Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Send us a textMike Michalowicz is a entrepreneur and author. How can entrepreneurs truly understand the dynamics of business success and failure? Many either overlook the importance of financial management or get overwhelmed by it, turning straightforward principles into complex challenges. So how do we navigate the entrepreneurial landscape to grow and thrive?Expect to learn how the "Profit First" philosophy can transform your business, why understanding financials is crucial, how to overcome the fear of failure, whether innovation is a necessity or a luxury, why reducing variability is key to success, how to identify your unique market position, and much more…Connect with Mike! https://mikemichalowicz.com/Connect with Us!https://www.instagram.com/alchemists.library/https://twitter.com/RyanJAyala
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Discover how Profit First solves the 5 nightmare scenarios sabotaging your law firm's profits.
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Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In this special episode of the Grow My Accounting Practice Podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz take listeners behind the scenes of ProfitCON 2025, the exclusive annual gathering for Profit First Professionals. They explore this year's theme, "In Plain Sight," uncovering how profit, purpose, and potential are often right in front of us. The team shares highlights from standout speakers, powerful sessions, and moments that inspired connection and growth within the community. Listeners will hear practical insights on pricing, efficiency, and mindset shifts that members can apply immediately—plus inspiring success stories from firms that have transformed through Profit First. The hosts also share what's next for the community and how to keep the momentum going beyond the event. Website:https://profitfirstprofessionals.com/ Facebook:https://www.facebook.com/ProfitFirstProfessionals/ Instagram:https://www.instagram.com/proud_to_be_profitable/ LinkedIn:https://www.linkedin.com/company/profit-first-professionals/ TikTok:https://www.tiktok.com/@profitfirstpros YouTube:https://www.youtube.com/@ProfitFirstProfessionalsInc. Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
En este episodio exploramos los descubrimientos más recientes sobre la química del cerebro y su relación directa con la felicidad y la plenitud. Una mirada fascinante a cómo la ciencia moderna confirma lo que los sabios y místicos de siglos atrás ya intuían: la conexión entre nuestra biología, nuestras emociones y nuestro bienestar. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Discover why Profit First is the right choice for your law firm IF building a profitable firm matters to you professionally, personally, and financially.
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationOne of our students tripled her revenue, built a team, and started booking luxury weddings — all by making just three simple tweaks in her business. In this episode, I'm breaking down exactly what we changed so you can copy her success: from fixing her pricing to hiring smart, and the one shift that completely transformed her income (and her weekends).The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4 ========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/wedding-pro-business-growth-3-tweaks/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Take the Wedding Pro CEO's free GAP assessmentSupport the show
Most entrepreneurs chase revenue, then wonder why there's no profit left at the end of the year. In this episode, Profit First author Mike Michalowicz joins hosts John St. Pierre and Rich Hoffmann to break the cycle. Mike explains why flipping your formula to “Revenue minus Profit equals Expenses” changes everything.You'll learn how to:Expose hidden inefficiencies and pricing mistakesBalance profit and culture without sacrificing eitherBuild a team using his “teach first” hiring methodIdentify and fix the weakest link in your businessMike also shares fresh insights from his books Profit First, Fix This Next, and All In, helping you create a business that serves you, not the other way around.
Recorded live at the Financial Leanscaper Intensive in Dallas, this episode features Adam Linneman, founder of The Green Executive. Adam has coached and consulted hundreds of lawn and landscape businesses, with a laser focus on helping owners implement the Profit First model to take control of their finances. We dig into why profit isn't an afterthought but the foundation of a healthy company, how simple financial systems can transform your business, and the mindset shifts every contractor needs to thrive. If you've ever struggled with cash flow, margins, or paying yourself consistently, Adam's insights will give you a blueprint to finally put profit first. Register for the LMN Webinar (on Saturday Oct. 18, 2025 from 7a-7:45a) SnowNtell.com (Oct. 27-31)