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You can't forecast cash flow if you're just guessing. In this episode, I break down why so many real estate investors and business owners operate on what I call the “hope and pray” plan—hoping enough deals close and praying there's money left over at the end of the month.I walk through what cash-flow forecasting actually means for a real estate business that's running multiple deals at once. We talk about why forecasting doesn't have to be complicated, how reserves change the way you make decisions, and how a simple system like Profit First gives you the visibility you need to stop reacting to your finances and start planning your business with confidence.Timeline Highlights[0:26] Why guessing is not the same as forecasting cash flow[1:10] Why most entrepreneurs run their businesses without a real financial plan[1:34] The dangers of the “hope and pray” approach to finances[2:12] Why forecasting sounds complicated but doesn't have to be[3:01] How Profit First helps you understand where every dollar goes[3:43] Why reserves are the foundation of effective forecasting[4:24] How three months of reserves gives you options and flexibility[5:00] Forecasting as goal management, not financial complexity[6:12] How reserves help you make strategic business decisions[6:28] Why chasing deal volume can destroy profitability[7:24] Thinking like a long-term business owner instead of a short-term operator[8:01] How dashboards and financial data improve forecasting decisions[9:18] Why business owners need the right financial data to lead effectively[10:13] How forecasting, dashboards, and Profit First work togetherKey TakeawaysForecasting is not guessing—it's planning based on real numbers.Many businesses operate on hope instead of financial strategy.Cash reserves create the breathing room needed for smart decisions.Forecasting is simply goal management for your business.Profit First helps clarify where every dollar is going.Financial dashboards turn data into actionable insights.Successful businesses plan their numbers—success is not accidental.Links & ResourcesBook a free discovery call to build forecasting and financial clarity into your business: profitrei.comClosingThanks for spending time with me today. If this episode helped you see how forecasting can bring clarity and confidence to your business, make sure to follow the show, leave a review, and share it with another investor or entrepreneur who's tired of guessing with their numbers. And if you're ready to build real systems around your finances with guidance and accountability, visit profitrei.com and book your free discovery call to start creating financial clarity and freedom.
En este episodio exploramos cómo hábitos invisibles como la meditación, la gratitud y la oración pueden generar resultados visibles en tu mente, tu liderazgo y tu empresa. Prácticas simples pero profundas que ayudan a desarrollar claridad, equilibrio emocional y una forma más consciente de tomar decisiones. Hablamos de cómo estos hábitos fortalecen tu enfoque, mejoran tus relaciones y te permiten liderar desde un lugar más sereno y alineado con tu propósito, impactando positivamente tanto tu vida personal como tu negocio. 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/applicationStop leaving your revenue to chance and start building a lead generation strategy that actually works while you're busy on-site at weddings. This episode of the Wedding Pro CEO podcast breaks down the four organic channels you need to create a predictable flow of 10–20 qualified inquiries every month—without spending a dime on ads. It's time to ditch the "hope and pray" method, stop overworking for under-market prices, and finally build the profitable, sustainable business you deserve at https://www.weddingproceo.com.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/freetrainingorg A 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/predictable-lead-flow-wedding-pros/=========================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/swd Have 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. =========================Grab Your 2026 WPCEO Summit Ticket Here!!! FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show
Most businesses start with an idea. The resilient ones start with a pivot.Before Local Fixture became a creative landmark in Whittier, it was an e-commerce hustle when larger companies overtook the market. This episode is about what happens when entrepreneurs read the writing on the wall, trust their instincts, and build something rooted in community instead of algorithms.In today's episode of Amiga Handle Your Shit, Jackie Tapia sits down with Erika and Jason Chung, founders of Local Fixture, to talk about their journey from ranking number one on Google for handbags in the early 2000s to creating one of Whittier's most beloved local storefronts. What began as a search-engine-optimized online business eventually transformed into a physical space designed to foster connections and create a curated local experience.Jason shares how his early success in e-commerce forced him to pivot when corporate giants overtook the market, and how family investment and calculated risk made their first storefront possible. Erika reflects on the vision behind Local Fixture — inspired by Westside boutiques, fueled by the desire to bring something fresh to their hometown, and shaped by the needs of young families craving thoughtful, curated products.Together, they unpack what scaling really looks like: outgrowing a beloved space after 12 years, navigating leases, managing cash flow, and building a team that feels like family. They also dive into practical business lessons — from reading Profit First to prioritizing cash flow, to using organic social media and AI experimentation to stay relevant without massive marketing budgets.Tune in to episode 272 of Amiga Handle Your Shit for an honest conversation about pivoting, scaling, family-run business dynamics, and building something local that big corporations cannot replicate.Episode Takeaways:How ranking #1 on Google for handbags led to an unexpected pivot (04:00)Why competing with Amazon forced a strategic shift into brick-and-mortar (05:00)The role of family investment in launching their first storefront (08:00)How inspiration from Westside boutiques shaped the Local Fixture concept (09:30)What scaling actually looks like after 12 years in one location (10:20)The philosophy behind creating an in-store experience customers cannot get online (11:30)Navigating hiring, delegation, and working as a married couple (14:00)Why passion and realistic expectations matter more than hype (15:40)Why cash flow management is the backbone of any sustainable business (16:00)How organic social media — and even AI — plays a role in modern marketing (18:00)Resources:Local Fixture websiteInstagramTikTokConnect with Jason:Email: jason@localfixture.comLinkedInLet's Connect!WebsiteFacebookInstagramLinkedInJackie Tapia Arbonne's websiteBook: The AMIGA Way: Release Cultural Limiting Beliefs to Transform Your Life Hosted on Acast. See acast.com/privacy for more information.
From Chaos to Control: Simple Systems That Actually Scale with Tim Martinez Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com If your business feels like it's growing… but also getting messier, heavier, and more dependent on you, this conversation will hit home. Rocky Lalvani sits down with Tim Martinez, a seasoned operator and advisor with 20+ years of experience helping founders, CEOs, and executive teams build companies that actually scale. Tim has worked across software, media, retail, gaming, and finance, and he's also owned, operated, invested in, and exited multiple businesses, so the insights here are practical, not theoretical. Learning Insights Why so many owners get stuck in "manageable chaos" (Tim's $3M wall observation) and what it really takes to break past a plateau How to use Profit First and Traction/EOS as flexible tools, and why adapting frameworks beats trying to follow them perfectly The difference between busy work and scalable execution (and how founders accidentally become the bottleneck) What "simplicity is the ultimate sophistication" looks like in real operations and decision-making How to spot vanity spending vs. investments that actually create ROI (systems, tech, training, leadership) Why culture = what you allow (and how standards at the top shape everything downstream) How to identify performance drag: A-players, C-players, and why top performers won't stay in a low-standard environment Why time is currency, and how meetings, rework, and unclear ownership quietly destroy margin What Tim looks for when evaluating companies: profitability (EBITDA/SDE lens), customer concentration risk, and realistic growth story How to create accountability after meetings so action items don't disappear (clear owners + follow-through) Big Takeaway Scaling isn't about adding complexity, it's about removing friction. Tim's core message is that the businesses that "feel in control" don't have fewer problems; they have clearer systems, clearer ownership, and higher standards, so problems get handled without everything funneling back to the founder. When you treat time like currency, invest intentionally (not emotionally), and build accountability into execution, you stop relying on heroics—and that's when growth becomes sustainable. Bio Tim is a seasoned business operator and advisor with more than twenty years of experience helping founders, CEOs, and executive teams build companies that actually scale. His work spans operations, strategy, leadership, and growth, with hands-on experience across software, media, retail, gaming, and finance. Having owned, operated, invested in, and exited multiple businesses, Tim brings a practical, real-world perspective to building durable companies that create value for employees, customers, and communities. Links Website: https://www.theinsideman.biz/ LinkedIn: https://www.linkedin.com/in/theinsideman/ Substack: https://timtheinsideman.substack.com/ Conclusion If you're tired of being the glue holding everything together, this episode is a blueprint for shifting from reactive to repeatable. The goal isn't just to grow revenue—it's to build a durable company that creates value for employees, customers, and your community, while giving you more freedom and better options (including a future exit). If this episode helped you, share it with one business owner who's stuck in firefighting mode—text it to them or post it to your LinkedIn/IG stories. And if you haven't already, follow/subscribe and leave a quick rating/review so more owners can find these conversations. #BusinessSystems #ScalingBusiness #Operations #Leadership #Entrepreneurship #SmallBusinessOwner #Profitability #CashFlow #ProfitFirst #EOS #Traction #StandardOperatingProcedures #TeamPerformance #Accountability #ExitPlanning 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! Free Copy of the Profit Blueprint Book: : https://lp.profitcomesfirst.com/landing-page-page Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup 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 Real Estate Investing podcast, I sit down with Shannon O'Neill, fractional COO and operations expert at Let's Grow COO. Shannon and I dive into one of the most overlooked pain points in growing a real estate business: the loneliness and pressure at the top—and the even more invisible pressure on the second-in-command.We unpack what it really looks like to move from being an operator inside your business to actually leading it. Shannon shares how tracking your time can completely change your perspective, why most CEOs are still employees in their own company, and how fractional leadership can create clarity, structure, and sanity. If you're feeling stretched thin, stuck in the day-to-day, or unsure where your time is actually going, this episode is your wake-up call. Episode Highlights:[0:00] – Shannon's role as a fractional COO and how she partners with fractional CFOs[3:26] – Growing a real estate company from 2 to 25+ team members[5:42] – Learning every seat in the business—from cold calling to running operations[8:00] – Why being outside the day-to-day politics gives her an edge[10:09] – Who should (and shouldn't) hire a fractional COO[12:45] – Building AcquisitionReps.com to solve hiring bottlenecks[15:24] – Why most CEOs are “fractional everything” inside their own company[17:27] – The powerful (and painful) impact of doing a time study[20:18] – Giving CEOs permission to actually work on the business[24:31] – The hidden burden of the second-in-command[29:11] – The two things every entrepreneur must track: time and money5 Key TakeawaysTrack your time before you do anything else. Most CEOs have no idea where their day actually goes until they see it in writing.You are likely still an employee in your own business. If you're stuck in operations, you're not leading—you're reacting.Fractional leadership creates focus. A dedicated COO or CFO can focus fully on their lane while you stop juggling 17 roles.The second-in-command needs support too. They carry pressure from above and below—and often feel just as isolated as the CEO.Time and money tell the truth. If you want freedom, track both. Clarity comes from measurement.Links & ResourcesLearn more about Shannon and Let's Grow COO: https://letsgrowcoo.comEmail Shannon directly: shannon@letsgrowcoo.comLearn more about Profit First for real estate investors: https://www.simplecfo.comIf this episode challenged you to take a hard look at how you're spending your time—or reminded you that you don't have to carry the weight alone—please rate, follow, and review the podcast. And share it with another business owner who needs support at the top.
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Stability is underrated. And if your income relies on one offer (or one good month), it's no wonder your business can feel fragile.In this episode, I'm breaking down how I've built multiple streams of income to create a stable business model. We'll talk about why relying on a single offer is risky, how I structure my core offers, and what I recommend if you want to create multiple income streams without ending up with constant overwhelm.I also share how I think about multiple streams of income beyond the business, including building wealth through property, shares, and ETFs, and why I never wanted my personal financial security tied only to my ability to show up and work. If you've ever thought, “I don't have spare cash to invest,” I cover the exact mindset and system shift that helped me: Profit First, separating accounts for operating expenses, tax, and profit, and why starting small can be the beginning of real financial stability.You'll leave with practical next steps to build a more stable business income, create a buffer, and start designing a business that supports your life — calm, confident, and sustainable.Want support to design multiple streams of income without burning out? Join Business with the Queen — 90 minutes from home and only $25. Come join us.Profit First:https://mikemichalowicz.com/profit-first/Barefoot Investorhttps://www.barefootinvestor.com/Emma McQueen:WebsiteFor a copy of Emma's book, 'Go-getter: Raise your mojo, shift your mindset and thrive' – https://emmamcqueen.com.au/want-more/emmas-book/YouTube ChannelMentioned in this episode:Contact Tracy Via InstagramThanks to Tracy Rudich at Intimo for sponsoring Tea With The Queen. Click on the link to contact Tracey via Instagram and get your boobies sorted!Tracey Rudich - Intimo - Instagram
Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In today's episode of the Grow My Accounting Practice, we explore what it truly means to build a purpose-driven, profitable business. Profit for Good: How Purpose-Driven Businesses Turn Passion into Sustainable, Profitable Impact reframes profitability as the starting point for generosity, not the reward at the end. Through real client stories, we share how passion projects became sustainable, revenue-producing businesses once clarity, structure, and intentional profit were put in place. The conversation highlights how Profit First creates the confidence business owners need to say "yes" to impact without sacrificing financial stability. We also discuss the powerful mindset shift from "I'll give when I have more" to "I give because I'm profitable on purpose," and how accountants and advisors can help clients align money, mission, and long-term sustainability. This episode is a reminder that profit isn't selfish — it's what makes lasting impact possible. Website:http://venusmichael.com http://one21accountability.com LinkedIn:http://www.linkedin.com/in/venusmichael/ Instagram:http://www.instagram.com/one21accountability/ Corporate Partner: BILL. - https://www.bill.com/ Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
Your business is not too small for Profit First—you're just used to chaos. In this episode, I break down exactly how to set up the five foundational bank accounts that bring clarity, control, and confidence to your real estate investing business.If you've ever felt like you're living deal to deal instead of building real wealth, this is your starting point. I walk you through the simple, practical setup of the Income Account and what I call the “Golden Trio” — Profit, Owner's Compensation, and Owner's Tax — so you can stop guessing where your money went and start building a bridge out of the rat race.Timeline Highlights[0:00] Why your business isn't too small for Profit First[1:17] The real reason entrepreneurs stay stuck in the rat race[2:14] Lessons from Cashflow 101 and escaping the wheel[4:29] My personal experience doing 25 deals a month and still feeling stuck[5:08] Why deal volume doesn't equal financial freedom[6:30] How Profit First builds a bridge to wealth[7:10] A real example of building a tax surplus through the system[8:02] The first practical step: opening multiple bank accounts[9:21] The five foundational accounts explained[10:01] Why you need an Income Account[10:17] The “Golden Trio” — Profit, Owner's Comp, and Owner's Tax[11:08] Why Owner's Compensation is the most important account[12:19] How the Tax Account removes fear and surprises[13:06] How to practically implement weekly or bi-weekly transfersKey TakeawaysFinancial freedom is built through systems, not deal volume.Separating income from expenses creates clarity and control.The “Golden Trio” accounts help you keep what you make.Owner's Compensation ensures you actually get paid.A Tax Account removes stress and eliminates surprises.Profit is intentional—not what's left over.Simple bank account structure can radically change your cash flow.Links & ResourcesBook a free discovery call to implement Profit First in your business: profitrei.comClosingThanks for spending time with me today. If this episode gave you clarity on how to set up your Profit First accounts, make sure to follow the show, leave a review, and share it with another real estate investor who's tired of living deal to deal. And if you're ready to build real financial structure with guidance and accountability, visit profitrei.com and book your free discovery call to start creating financial clarity and freedom.
En este episodio abordamos el gran reto de la inestabilidad del personal en las pequeñas y medianas empresas y por qué hoy se ha convertido en uno de los principales dolores para los dueños de negocio. Analizamos cómo la rotación constante impacta la rentabilidad, la cultura y el crecimiento. Descubrirás qué hay detrás de este fenómeno, qué errores lo están provocando y qué acciones estratégicas puedes implementar para construir equipos más comprometidos, estables y alineados con la visión de tu empresa. 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.
#795 Most entrepreneurs don't realize that financial structure — not more revenue — is the key to unlocking real freedom. In Part 2 of this two-part conversation, host Brien Gearin and Bobby Hoyt go deeper into how Profit First can transform not just your business finances, but your personal finances and mindset as well. Bobby shares practical examples of using multiple accounts to create clarity, reduce stress, and confidently cover big expenses — from taxes to mortgages to vacations — without guilt or guesswork. They also discuss the shift from scarcity to abundance that comes from truly understanding your numbers, the importance of having the right financial experts on your team, and why bookkeeping and financial education are critical skills for long-term success. Whether you're scaling your business or just getting started, this episode highlights how structure, mentorship, and financial clarity unlock both growth and freedom! What we discuss with Bobby: + Profit First beyond business + Using multiple bank accounts strategically + Eliminating tax-time surprises + Creating financial peace of mind + Applying Profit First to personal finances + Scarcity vs. abundance mindset shift + Rewarding yourself responsibly + Importance of financial mentorship + Why knowing your numbers matters + Bookkeeping as a growth lever Thank you, Bobby! Check out Stellar Brands at StellarBrands.com. Check out The Bottom Line (TBL) at TheBottomLineCPA.com. Check out Brilliant Bookkeeper. To get access to our FREE Business Training course go to MillionaireUniversity.com/training. To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
#794 Most entrepreneurs don't have a revenue problem — they have a “where did the money go?” problem. In Part 1 of this two-part conversation, host Brien Gearin sits down with Bobby Hoyt — founder of Stellar Brands, CEO of The Bottom Line, and creator behind Millennial Money Man — to unpack why “knowing your numbers” is non-negotiable if you want to build a business that actually pays you. Bobby shares his journey from high school band director to entrepreneur, how a mentor helped him pay off student loans and take the leap, and the hard lessons that come from running your business on “napkin math.” Together, Brien and Bobby dig into why most entrepreneurs get blindsided at tax time, what it really means to have a proactive tax strategy, and how systems like Profit First (and the right bookkeeping/CPA team) can bring clarity, stability, and confidence to your cash flow — so you can grow without hitting the financial “electric fence!” What we discuss with Bobby: + Why entrepreneurs must know their numbers + The danger of “napkin math” finances + Bobby's journey from teacher to CEO + How mentors accelerate business growth + Why revenue doesn't equal personal income + The importance of proactive tax strategy + Common CPA and bookkeeping mistakes + How Profit First stabilizes cash flow + Paying yourself consistently as an owner + Building financial systems that scale with growth Thank you, Bobby! Check out Stellar Brands at StellarBrands.com. Check out The Bottom Line (TBL) at TheBottomLineCPA.com. Check out Brilliant Bookkeeper. To get access to our FREE Business Training course go to MillionaireUniversity.com/training. To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
I've seen investors doing 10, 15, even 25 deals a month…Then checking their bank account and wonder why it still feels tight.If more deals were the answer, you wouldn't be stressed right now.But here you are busy, profitable on paper, and still uneasy about money.That's the trap most real estate investors fall into.I've seen it. I've lived it. And in this episode, I sit down with David Richter, author of Profit First for Real Estate Investing, to talk about why so many real estate investors make serious money… but never actually keep it.The problem isn't the deal flow.It's cash flow.If you don't have clear visibility into what you're making, what you're keeping, and what your business can actually afford, more deals just amplify the stress.That's exactly why we point people to a real CFO-level system.This is the same cash framework David is using with 7 Figure Flipping members who were tired of feeling reactive every month.CLICK HERE to Book a Call with SIMPLECFO >>Catch you later!LINKS & RESOURCES1,000 FREE Seller LeadsGet your first 1,000 seller leads FREE from our partner BatchLeads and start closing deals immediately. CLICK HERE: http://leads.getbatch.co/mztQkMr7 Figure Flipping UndergroundIf you want to learn how to make money flipping and wholesaling houses without risking your life savings or "working weekends" forever... this book is for YOU. It'll take you from "complete beginner" to closing your first deal or even your next 10 deals without the bumps and bruises most people pick up along the way. If you've never flipped a house before, you'll find step-by-step instructions on everything you need to know to get started. If you're already flipping or wholesaling houses, you'll find fast-track secrets that will cut years off your learning curve and let you streamline your operations, maximize profit, do MORE deals, and work LESS. CLICK HERE: https://hubs.ly/Q01ggDSh0 7 Figure RunwayFollow a proven 5-step formula to create consistent monthly income flipping and wholesaling houses, then turn your active income into passive cash flow and create a life of freedom. 7 Figure Runway is an intensive, nothing-held-back mentoring group for real estate investors who want to build a "scalable" business and start "stacking" assets to build long-term wealth. Get off-market deal sourcing strategies that work, plus 100% purchase and renovation financing through our built-in funding partners, a community of active investors who will support and encourage you, weekly accountability sessions to keep you on track, 1-on-1 coaching, and more. CLICK HERE: https://hubs.ly/Q01ggDLL0 Connect with us on Facebook and Instagram: @7figureflipping Hosted on Acast. See acast.com/privacy for more information.
Episode 299 of The Rainmaking Podcast features Scott Love in conversation with Darren Wurz (author of The Lawyer Millionaire) on the most common personal-finance pitfalls attorneys face—and how to avoid them. Darren's #1 warning is lifestyle creep: as income rises, spending rises with it (bigger house, cars, memberships, kids' expenses), leaving high earners with surprisingly thin savings and heavy monthly burn. The fix starts with a mindset shift: define what truly drives happiness, think in concrete terms about “future you” (age + timeline), and recognize that money is a finite resource—especially when credit cards make overspending frictionless. From there, Darren shares a simple, tactical system for busy lawyers who hate budgeting: bank-account-based cash flow management (a “Profit First”-style approach). Income flows into an “income” account, then automatically gets allocated into separate accounts for bills (recurring expenses), spending (guilt-free discretionary), savings/investing, and taxes—so you always know what's available and you're prepared for quarterly tax hits. He recommends reviewing finances weekly (or at least twice monthly) to keep the data familiar and actionable. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/L1CQf-vrASc ----------------------------------------
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In this episode of the Profit First for Real Estate Investing podcast, I sit down with Cody Hofhine—entrepreneur, former co-owner of Wholesaling Inc., and founder of Joe Homebuyer—to talk about what really drives long-term success in business. Cody shares his journey from struggling insurance agent making $19,000 a year to building and selling a national real estate education company, and the identity crisis that followed.We dive into personal development, leadership, and why your business can only grow to the size of the person running it. Cody explains how shifting from ego-driven goals to purpose-driven impact changed everything, and how that mindset now fuels his mission to help franchise owners scale to $1 million territories across the country. If you're chasing growth but feeling stuck, this episode will challenge you to level up from the inside out. Episode Highlights[0:00] – Cody's entrepreneurial roots and growing up with a contractor father[6:47] – From vinyl fencing to insurance—and earning just $19,000 in a year[9:26] – The moment his wife's tears changed everything[10:47] – Joining Wholesaling Inc. as one of the first students[11:06] – Partnering, scaling, and eventually selling the company[12:33] – The identity crisis that followed the sale[16:31] – Redefining identity: faith, family, and purpose first[20:01] – Why helping others win eliminates financial insecurity[20:27] – Joe Homebuyer's goal: 100 $1M territories by 2028[28:46] – The business can only scale to the size of the leader[29:08] – Why personal development beats marketing hacks every time5 Key TakeawaysYour identity cannot be your business. When the business changes, you need a foundation deeper than titles or income.Personal development determines income ceilings. Rarely does income exceed leadership growth.Purpose beats ego. When you focus on helping others win, financial success follows naturally.Community accelerates growth. Entrepreneurship is lonely—aligned partnerships change everything.Think 10X, not linear. Scaling requires new thinking, new systems, and a bigger vision than incremental growth.Links & ResourcesConnect with Cody: https://www.codyhofhine.comFollow Cody on Instagram (blue check): https://www.instagram.com/codyhofhineLearn more about Profit First for real estate investors: https://www.simplecfo.comIf this episode challenged you to grow as a leader and think bigger about your business, make sure to rate, follow, and review the podcast. And share it with an entrepreneur who needs a reminder that real growth starts within.
If you say you want multiple six figures, $100k launches, scalable revenue and CEO freedom… but you're still playing it safe, we need to talk.This episode is your short, sharp pep talk for 2026.Because here's the truth no one loves to admit: you are probably not stuck because you're incapable. You're not behind because you're lazy. And you're definitely not “bad at business.”You're avoiding discomfort.In this episode, I'm walking you through the subtle ways avoidance is keeping you small. Avoiding showing up because you don't feel ready. Avoiding selling because you're scared something will flop. Avoiding your numbers because accounting feels overwhelming. Avoiding discipline because you started this business for freedom.I'm discussing what leaning into discomfort has looked like for me, from restructuring my entire team to forcing myself to understand my profit and loss statements, and why short term discomfort and even short term disappointment are the price of long term growth.We talk about the 10,000 hour rule. We talk about selling every day. We talk about why you cannot call yourself a CEO and ignore marketing or your books. And we talk about choosing “future you” over “right now you” when it would be easier to stay comfortable.If your business feels a little too safe right now, this is your sign.2026 is not the year to coast. It's the year to expand.Lean in.Resources mentioned in this episode:Profit First by Mike MichalowiczClick HERE to follow me on InstagramClick HERE to apply for the Peace and Profit Mastermind
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Entrepreneurs start businesses in pursuit of financial freedom, yet many struggle to generate consistent profit even as revenue grows. Mike Michalowicz has seen this pattern play out time and time again. While traditional accounting trains business owners to treat profit as what's left over, Mike flipped the formula. He created Profit First, a cash management system that prioritizes profit from day one and has since been adopted by over 700,000 businesses worldwide. In this episode, Mike reveals how entrepreneurs can prioritize profit, build wealth, and finally turn revenue into true financial freedom. In this episode, Hala and Mike will discuss: (00:00) Introduction (01:45) Why Profit Must Come First (09:17) Profit First Cash Management System (14:14) Target Allocation Percentages for Profit (21:14) Handling Debt and Profit Distribution (24:44) Protecting Profit and Tax Accounts (27:57) How Spending Less Drives Innovation (33:32) Choosing Profitable Customers Strategically (40:17) Managing Profit for Financial Freedom Mike Michalowicz is a bestselling author, entrepreneur, and creator of the Profit First cash management system, used by over 700,000 businesses worldwide. He has built and sold multiple multi-million dollar companies and authored influential books, including Profit First, Clockwork, and Get Different. A sought-after keynote speaker, Mike helps entrepreneurs build profitable, sustainable businesses using behavior-based financial strategies. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Working Genius - Take the Working Genius assessment and discover your natural gifts and thrive at work. Go to workinggenius.com and get 20% off with code PROFITING Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Huel - Get all the daily nutrients you need with Huel. Grab Huel today and get 15% OFF with my code PROFITING at huel.com/PROFITING. Resources Mentioned: Mike's Website: mikemotorbike.com Mike's Book, Get Different: bit.ly/GetDifrent Mike's Book, Clockwork: bit.ly/Clocwork Mike's Book, Profit First: bit.ly/-ProfitF1st Mike's Book, The Pumpkin Plan: bit.ly/TPumpkinP YAP E386 with Mike Michalowicz: Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Personal Finance, Wealth, Stock Market, Scalability, Investment, Risk Management, Financial Planning, Business Coaching, Finance Podcast, Saving
Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I'm a CPA, a Fractional CFO, and a Certified Profit First Professional Mastery Level providing tax strategies to 7 and 8 figure entrepreneurs. Let's dive into strategies to maximize profits in your business! In this episode of The Profit Talk Show, host Susanne Mariga welcomes Kevin Steuer, founder of StockTA. Kevin is an entrepreneur and technical trading educator who helps investors use algorithm driven trend analysis to make disciplined, process driven investment decisions in individual stocks and ETFs. Together, we explore how entrepreneurs can strategically invest their Profit First cash reserves while managing risk in volatile markets. Kevin breaks down how to remove emotion from investing, build a repeatable trading process, and use technical analysis tools like trend scores, support and resistance levels, and stop losses to protect capital and reduce drawdowns. This conversation is packed with practical strategies for business owners who want to grow wealth outside of their companies without gambling their hard earned profits. What You'll Learn in This Episode: ✅ What Algorithmic Technical Analysis Really Means – How price, volume, and momentum are translated into measurable signals through structured equations. ✅ Understanding Trend Scores – How StockTA assigns numeric scores to identify bullish and bearish setups. ✅ The Power of Confluence – Why multiple signals lining up at the same price level increases probability. ✅ Support, Resistance, and Stop Losses – How to define exit points in advance to limit downside risk. ✅ Avoiding Common Investor Mistakes – Why overconcentration, chasing losses, and trading without a repeatable process can destroy capital. Memorable Quotes:
If you're not paying yourself a real salary, you don't own a business—you own a job. In this episode, I break down one of the biggest mistakes I see business owners make: building a company that pays everyone except themselves.We talk about why so many entrepreneurs struggle to pay themselves (even after reading all the right books), why revenue doesn't automatically create owner income, and how to implement a simple system that makes paying yourself automatic. I walk you through exactly how to set this up—whether you're brand new, still working a W-2, or already doing significant revenue but not consistently taking money home.Timeline Highlights[0:00] Why not paying yourself means you own a job, not a business[1:05] The frustration of knowing you should pay yourself but not knowing how[1:26] Scaling revenue while still not taking home income[2:10] Why Profit First changed how I view owner pay[2:29] The difference between servant leadership and financial leadership[3:08] Why you must treat yourself like a paid employee[4:03] The simple system: setting up an Owner's Compensation account[5:05] Why big money events won't fix broken cash habits[6:07] How much should you pay yourself? (Percentages explained)[6:36] What to do if you still have a W-2 job[7:29] How to build 6–12 months of reserves before leaving your job[9:30] A real story of someone who implemented one account and built six months of reserves[10:04] Why paying yourself consistently creates clarity and confidenceKey TakeawaysIf you don't pay yourself consistently, your business is unsustainable.Revenue does not guarantee owner income—systems do.Paying yourself is a habit, not a one-time event.Start with one simple step: open an Owner's Compensation account.Choose a percentage you can consistently sustain.Build 6–12 months of owner reserves before major transitions.Financial freedom comes from disciplined cash habits—not big deals.Links & ResourcesBook a free discovery call and build a system to consistently pay yourself: profitrei.comClosingThanks for spending time with me today. If this episode gave you clarity around how to finally pay yourself from your business, make sure to follow the show, leave a review, and share it with another business owner who's building revenue but not taking home income. And if you're ready to implement real systems around your money with guidance and accountability, visit profitrei.com and book your free discovery call to start creating financial clarity and freedom.
En este episodio contamos con la invitada especial Betty Guajardo, quien nos comparte cómo aplicar el capitalismo consciente en una pequeña empresa y los enormes resultados que puede generar cuando se implementa de manera auténtica y estratégica. Hablamos de cómo operar con propósito, valores claros y enfoque en todos los stakeholders no solo fortalece la cultura interna, sino que también impulsa la rentabilidad, la lealtad de los clientes y el crecimiento sostenible. Un capítulo inspirador y práctico para quienes quieren demostrar que hacer empresa con conciencia también es buen negocio. 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.
Liquid Weekly Podcast: Shopify Developers Talking Shopify Development
In this episode of the Liquid Weekly Podcast, Karl Meisterheim and Taylor Page talk with Shopify partner Brendan Quigley (founder of Three Acres) about building a sustainable solo business. Brendan shares his path into Shopify development, lessons from freelancing, and practical financial strategies—including YNAB and Profit First—to create more control and stability.They also discuss moving from one-off projects to retainer/membership models for predictable income, strengthening long-term client relationships, setting clear expectations, scaling thoughtfully, and managing time well. The episode wraps with Brendan's perspective on selling expertise, improving productivity, and protecting work-life balance.*Support Heroes*For more information about the sponsor of this episode, Support Heroes, check out: http://thesupportheroes.com/?utm_source=liquid_weekly&utm_medium=podcast&utm_campaign=sponsorshipsTimestamps00:00 Exploring Money and Business02:21 Brendan's Journey into Shopify Development04:37 The Journey of Freelancing06:40 Building a Business in E-commerce09:09 The Power of Automation and Scripting15:23 Understanding Finances as a Solopreneur27:12 Implementing Profit First for Business Success29:44 Membership Models and Client Relationships36:05 Understanding Project Tiers and Workflows38:47 The Importance of Time Management in Client Projects39:48 Building Relationships with Clients43:35 Scaling Your Business Effectively47:22 Utilization Rates and Work-Life Balance52:51 Transitioning to the Changelog and New Developments01:07:06 LW podcast intro video.mp4Dev ChangelogAll changelog updates are posts on the forum - https://community.shopify.dev/c/changelog/28 Shop Minis January 2026 update - https://shopify.dev/changelog/shop-minis-january-2026-update Automatically copy cart metafields to orders at checkout completion - https://shopify.dev/changelog/automatically-copy-cart-metafields-to-orders-at-checkout-completion New: Persist cart metafields to orders with `cartToOrderCopyable` - https://community.shopify.dev/t/new-persist-cart-metafields-to-orders-with-carttoordercopyable/29264 Increasing the app block limit to 30 for theme app extensions - https://shopify.dev/changelog/increasing-the-app-block-limit-to-30-for-theme-app-extensions Picks of the WeekKarl - Quest Protein ChipsTaylor - Waste King L-8000 1HP Garbage disposal affiliate link https://amzn.to/45OnoIKBrendan - YNAB - https://www.ynab.com and Raspberry Pi + Pihole - http://pishop.us/ or https://pishop.ca/ AND https://pi-hole.net/SEO KeywordsLiquid Weekly Podcast, Shopify, Brendan Quigley, finances, budgeting, solopreneur, Profit First, YNAB, development, entrepreneurship, business model, membership, client relationships, pricing, freelancing, productivity, time management, scaling, services, deliverablesSubscribe to Liquid WeeklyDon't miss out on expert insights and tips—subscribe to Liquid Weekly for more content like this: https://liquidweekly.com/
Mike Michalowicz is the author of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit – Creator Science is one of those companies. Profit First has helped me develop sound financials for my business. He's also the author of Clockwork, a powerful method to make any business run on automatic, and seven other books as well. With more than 500,000 book sales, all of Mike's books have the same goal – to help small business owners and eliminate what he calls “entrepreneurial poverty.” Simon Sinek has called Mike “…the top contender for the patron saint of entrepreneurs.” This conversation is divided into halves: The first half explores Mike's unique model as an author. For each book Mike writes, he partners with a third party to license the frameworks from his books and serve as the done-for-you service provider. This is super uncommon and part of why he's been so prolific while running a very lean team. So we dig into how that works (and what he'd do differently if he were starting over today). The second half of the conversation is all about writing books. Mike has published nine books since 2008 – including 7 in the last 8 years. So we dig into how he determines what ideas to turn into books and how to write them so quickly. Full transcript and show notes Mike's Website / Twitter / Instagram / YouTube / LinkedIn *** RECOMMENDED NEXT EPISODE → #176: April Dunford – How self-publishing a book exploded her client service business. *** ASK CREATOR SCIENCE → Submit your question here *** WHEN YOU'RE READY
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 Stop letting your hard-earned leads go to waste just because the follow-up feels a little awkward! I'm showing you exactly how to stop hiding behind busy work and start using leadership-driven sales strategies to double your revenue without spending another dime on marketing.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/double-wedding-business-revenue-follow-up/========================= 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/swd Have 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
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 If you're tired of being ghosted by couples who 'need to think about it,' it's time to stop the money leak in your sales process and start leading with the confidence your expertise deserves. In this episode, I'm breaking down how to create genuine urgency and handle objections in real-time so you can stop undervaluing your services and start tripling your bookings without ever feeling pushy. 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/freetrainingorg A favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFw Another favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/increase-wedding-bookings-without-pressure/========================= 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
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In this episode of the Profit First for Real Estate Investing podcast, I sit down with the legendary Lou Brown—real estate investor, educator, and creative financing pioneer with over 40 years in the business. Lou shares how he's completed over 1,000 transactions without ever qualifying for a bank loan and how everyday investors can do the same.We dive into creative acquisition strategies, the power of seller financing, and why professionalism and credibility win more deals than just offering the highest price. Lou also breaks down his “buy, hold, sell” philosophy and explains how trusts can protect everything you build. If you want to buy properties without banks, create cash flow, and actually keep what you earn, this episode is packed with gold. Episode Highlights[0:00] – Introduction[2:10] – Lou's 40+ year journey and teaching investors since the 1980s[3:28] – Why he never goes to banks and how he structures deals creatively[6:05] – How to walk into a seller's home with credibility and win deals[8:10] – Why sellers often choose professionalism over the highest offer[12:03] – The 37 ways Lou can structure a creative transaction[15:02] – How sellers help fill out the cost-to-sell worksheet[18:03] – Why education wins in competitive markets[20:41] – Millionaire Jumpstart and Lou's weekly live coaching access[24:17] – Transitioning from landlord headaches to a “path to homeownership” model[25:48] – The Garn–St. Germain Act and discovering the power of trusts[27:04] – How to protect every asset you own using separate trusts5 Key TakeawaysYou don't need banks to buy real estate. Creative financing and seller cooperation can replace traditional lending.Professionalism wins deals. A structured presentation and credibility package separates you from competitors.There's always another offer structure. If sellers reject cash, there are multiple creative options to increase value for both parties.Sell while you hold, hold while you sell. Lou's slow-flip strategy creates cash now, cash flow, and long-term wealth.Protect what you build. Trust structures can shield assets and prevent one liability from infecting everything else you own.Links & ResourcesBuy, Hold, Sell Book: https://streetsmartinvestor.com/bhsbookMillionaire Jumpstart Training: https://millionairejumpstart.comLearn more about Profit First for real estate investors: https://www.simplecfo.comIf this episode gave you a new perspective on buying creatively and protecting your wealth, make sure to rate, follow, and review the podcast. And share it with an investor who needs to learn how to buy without banks and keep more of what they earn.
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Entrepreneurs often believe their financial stress will disappear with the next big contract, launch, or raise. But Mike Michalowicz has seen hundreds of high-earning founders and employees still living paycheck-to-paycheck. The problem isn't income; it's behavior. Now on Spotify video! In this episode, Mike returns to break down the core principles behind his latest book, The Money Habit, revealing the psychology behind why we overspend and how small changes can create massive long-term wealth. He also shares his practical personal finance system to increase savings, eliminate debt, and achieve true financial freedom. In this episode, Hala and Mike will discuss: (00:00) Introduction (03:48) Mike's Latest Book, The Money Habit (11:14) Cash Confidence and Financial Independence (17:14) Saving for Big Life Expenses (21:24) Why Traditional Budgeting Fails (24:10) Behavioral Psychology Behind Money Decisions (30:48) The Paycheck-to-Paycheck Money Cycle (37:36) The 6 Essential Money Account System (45:21) The Four Financial Seasons (54:02) Smart Debt Elimination Strategies (57:42) Money Habit Advice for Entrepreneurs Mike Michalowicz is an entrepreneur, bestselling author, and speaker specializing in small business growth strategies. He has built and sold multiple multi-million dollar companies and is the host of the podcast Becoming Self-Made. His latest book, The Money Habit, translates his business finance principles into a practical personal finance system designed to help individuals build stronger money habits and work toward financial freedom. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Advanced WiFi, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Working Genius - Take the assessment and discover your natural gifts and thrive at work. Go to workinggenius.com and get 20% off with code PROFITING Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details Huel - Get all the daily nutrients you need. Grab Huel today and get 15% OFF with my code PROFITING at huel.com/PROFITING Resources Mentioned: Mike's Website: mikemotorbike.com Mike's Book, Profit First: bit.ly/-ProfitF1st Mike's Book, The Money Habit: bit.ly/MonyHabit Mike's Podcast, Becoming Self-Made: bit.ly/BSM-apple YAP E219 with Mike Michalowicz: youngandprofiting.co/E219 Hala's Speech at MIT: bit.ly/HTMITKN Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Career, Leadership, Mindset, Growth Mindset, Wealth, Stock Market, Scalability, Investment, Risk Management, Financial Planning, Business Coaching, Finance Podcast
Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In today's episode of the Grow My Accounting Practice podcast, Mike Michalowicz is joined by Ron Saharyan and Liz Szporn to talk about Mike's newest book, The Money Habit, and the launch of Money Habit Mentors. The conversation explores why money challenges are rarely about math and almost always about behavior. Mike shares the thinking behind The Money Habit and how it builds on the principles of Profit First to help people create lasting personal financial habits. Ron and Liz discuss what this shift means for accounting and advisory professionals, and why guiding clients through personal money behavior is becoming an essential extension of trusted financial advisory work. They also introduce the Money Habit Mentor designation, explaining how it equips professionals to help clients move from financial stress to clarity, confidence, and long-term control of their money. This episode offers insight into the growing opportunity for accountants and bookkeepers to deepen client relationships by addressing the human side of money—not just the numbers. If you work with clients who struggle financially despite earning well, this episode provides a clear look at what's next in advisory and why behavior-based systems matter more than ever. Website:https://moneyhabitmentors.com/ LinkedIn:https://www.linkedin.com/company/money-habit-mentors Facebook:https://www.facebook.com/profile.php?id=61587433470833 Instagram:@moneyhabitmentors Corporate Partner:People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
A Profit First Journey: Confessions of a First-Year Practice OwnerStarting a private practice can feel equal parts exciting and overwhelming—especially when it comes to money. In this episode of Therapy for Your Money, Julie sits down with Alex Antonucci, a first-year practice owner who isn't afraid to share the honest, behind-the-scenes reality of building a financially sustainable practice from the ground up.Alex opens up about student loan debt that rivaled the cost of his home, feeling unsure about retirement savings, and the mental load that comes with not quite knowing where your money stands. He also shares how implementing Profit First before opening his doors gave him clarity, confidence, and a financial system that now supports both his business and his life.If you're a solo practice owner—or dreaming about growing into a group practice—this conversation is a powerful reminder that you don't have to have it all figured out to start. You just need a system that helps you make clear, values-aligned decisions along the way.3 Things to Listen for in This EpisodeWhat it really feels like to start a practice with debt and uncertainty. Alex shares candidly about student loans, financial anxiety, and why he didn't want money stress to follow him into practice ownership.How Profit First reduced decision fatigue. Instead of constantly wondering “Can I afford this?”, Alex explains how letting the numbers guide decisions freed up mental energy and reduced stress.Planning for growth before hiring. From building buffers to offering generous benefits like PTO and retirement contributions, Alex walks through how he's preparing to hire sustainably—without panic or guesswork.Resources & MentionsBilling Assistant Pro by Productive TherapistVirtual Assistant Support – Productive TherapistProfit First for Therapists (my book!)Profit First AcademyTherapy For Your Money websiteGreenOak Accounting - www.GreenOakAccounting.comTree Pittsburgh - non-profit mentioned by Alex Alex Antonucci, LPC's practice page - https://www.waxwingwellness.com/about Podcast, YouTube, and Other Written Assets Produced by James Marland
Dirty books cost you way more than clean books ever will—and in this episode, I explain exactly why. I see so many business owners avoid cleaning up their books because of cost or inconvenience, without realizing how much confusion, stress, and lost money messy books actually create.In this episode, I break down what “dirty books” really look like, how they silently hurt your business, and how you can realistically transition from messy to clean books in about 90 days. We talk about why clean books are the foundation for profit, decision-making, and peace of mind—and what you must put in place so your numbers stop working against you and start working for you.Timeline Highlights:[0:00] Why dirty books cost far more than clean books ever will[1:05] How inaccurate financials prevent you from knowing what you really make and keep[1:24] Why cheap bookkeeping often becomes the most expensive mistake[2:26] The tax-time chaos caused by messy books[2:42] Why your bookkeeper must understand your industry[3:03] The serious risks of bad bookkeeping—including legal issues[3:41] Why communication with your bookkeeper matters[3:59] The pain of waiting until the last minute to clean up your books[4:15] The three requirements for getting clean books[4:36] Why bookkeepers must be managed, not assumed[5:55] How clean books help you identify real business problems[6:10] Following the money to improve spending and profit[7:05] How to move from dirty books to clean books faster than you thinkKey TakeawaysDirty books create confusion, stress, and costly mistakes.Clean books are the foundation for profit, clarity, and smart decisions.Cheap bookkeeping often leads to expensive cleanups later.Your bookkeeper must understand your specific industry.Communication and oversight are required—even with good help.Clean books help you identify where money is leaking in your business.Bookkeeping is not about compliance—it's about control and clarity.Links & ResourcesBook a free discovery call to get clarity on your books and financial systems: profitrei.comClosingThanks so much for spending time with me today. If this episode helped you see why clean books matter and what they unlock in your business, make sure to follow the show, leave a review, and share it with another business owner who's tired of guessing with their numbers. And if you're ready to clean up your books and build real financial clarity with guidance and accountability, visit profitrei.com and book your free discovery call with our team.
En este episodio descubrimos cómo el organigrama funcional puede convertirse en una herramienta clave para mejorar la rentabilidad de tu empresa. Más que un simple dibujo de puestos, es una forma estratégica de clarificar responsabilidades, eliminar duplicidades y asegurarte de que cada función realmente aporte valor. Hablamos de cómo ordenar la estructura, definir roles correctamente y evitar sobrecargas o vacíos que terminan afectando el flujo y los resultados. Un capítulo práctico para dueños que quieren una empresa más eficiente, profesional y rentable. 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.
Most authors try to monetize with coaching, courses, or speaking.But there's a smarter model that can scale without you running the business: book-to-business licensing.In this episode, Mike Michalowicz (author of Profit First, The Pumpkin Plan, and Fix This Next) breaks down how authors are using a licensing strategy to turn a book into a repeatable business engine—where a partner company runs the program and both sides win.In this conversation, you'll learn:• The “book → business” strategy most authors never hear about• How licensing works (and why it scales better than building from scratch)• How Mike vets partners during the research process• Why new books amplify old books (the backlist flywheel)• His marketing framework: DAD = Different → Attractive → Direct• How to build an authority ecosystem around your ideas (without becoming the operator)If you're an author, entrepreneur, or creator trying to turn your expertise into real revenue—this is a blueprint.
Send a textWelcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your firm, this episode is packed with real talk and practical advice.In this episode you'll hear:Partnership pitfalls and planningTech stack essentialsHiring and leading your first employeePricing strategies for startups and special situationsResources mentioned in this episode:Xero: https://xeroamericas.partnerlinks.io/79afz10exu7dQuickBooks Online: https://www.referquickbooks.com/s/Serena4Become a Bookkeeper by Katie Farrow: https://www.katieferro.com/a/38894/2PQNgtvvRisk Desk by Jock Walls at https://www.myriskdesk.comDubsado: https://www.dubsado.com/?c=shoupcpaGoogle Workspace: https://referworkspace.app.goo.gl/Xo4GTaxJar, Anrok, Hubdoc"Make 'Em Beg to Work for You" by Dr. Angela E. Lauria"Teamwork" by Natalie DawsonBookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaElevate: https://www.ambitiousbookkeeper.com/elevateConfident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7Workflow Queen's Breakthrough Program: https://serenashoup.krtra.com/t/IKUxtNZoz7lFDubsado Decoded: https://kendracourtney.com/dubsado-decoded/QBO Gym: https://fastandeasyqbo.samcart.com/referral/GymChallenge/8Duca0gOuAg8wpjFThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout:
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/applicationHey, CEO! If you've been feeling like "selling" is a dirty word, it's time to flip the script and realize that leading your couples to a decision is the highest form of service you can provide. Stop spending your limited mid-week downtime feeling stressed or undervalued; instead, learn how to trade the "salesy" overwhelm for a profitable business that respects your expertise. 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/freetrainingorg A 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/feel-gross-selling-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/swd Have 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.=========================Take the Wedding Pro CEO's free GAP assessmentSupport the show
Seasonal slowdowns can shake even the most well-run therapy practices—especially group practices navigating payroll, profit, and growth at the same time. This week, I sat down with Stef Iverson and Lucinda Bibbs, business partners and recent graduates of Money Skills for Group Practice Owners, to talk through what it really looks like to manage cash flow during a summer slump while still honoring long-term vision, wellness, and expansion.“I think it's just that the clarity and the reassurance, right? That we're on the right track...knowing the numbers has really helped us make non-emotional decisions. And just having clarity on what's actually on the paper and what are those numbers actually telling us? They're telling us a story and they're holding up a mirror and they're allowing us to make changes and pivots as we, as we need to." - Stefanie IversonStef and Lucinda came into this conversation fresh off their first slower season since implementing Profit First—and instead of panic, they brought curiosity. We talked through how their profit account temporarily buffered operating expenses, what that revealed about their numbers, and how to proactively plan for next summer so slow seasons don't feel scary or reactive.Using Financial Clarity to Stay Grounded During Seasonal Revenue DipsWhat stood out most to me was how empowering it can be to replace “scrambling” with structure. When you know your numbers and intentionally build safety into your business, you give yourself permission to rest, plan, and make thoughtful decisions—even when revenue temporarily dips.(00:03:34) Navigating Profit Slumps & Business Growth Effectively(00:07:12) Savings Buffer Analysis to Prevent Pulling from Profit(00:12:29) Consistent Owner Draws and Keeping Profit Separate(00:16:06) Preparing for Economic Uncertainty and Anticipated Slow Seasons(00:20:58) Balancing Leadership and Growth with Work, Delegation, and Passions(00:26:45) Prioritizing Your Energy and Your Relationships(00:30:54) A Successful Partnership Built on Transparency(00:34:10) Evaluating and Expanding Services Offered(00:38:18) Tree Metaphor for Growth - With a Stable Trunk, Your Branches Can ReachStability First, Then Innovation: Growing Without Undermining the FoundationWe talked through how to experiment with offering new wellness services without neglecting the “main ship” of the group practice—and how to tell the difference between an idea that needs more time versus one that isn't financially aligned right now.Key Takeaways for Therapists Navigating Slow Seasons or Growth Build buffers before you need them. Aim to have 2–3 months of operating expenses in your account so seasonal dips don't trigger panic.Let stability lead. It's okay to temporarily prioritize cash reserves over profit distributions.Test new offerings slowly. Pilot, track results, and adjust before fully committing.Protect the core practice. New ideas are exciting, but the existing business needs consistent care.Communicate clearly with partners. Transparency reduces emotional decision-making and strengthens trust.Slow seasons don't mean you're doing something wrong—they're part of running a real business. With clear numbers, intentional buffers, and honest conversations, you can build a practice that feels both secure and flexible enough to grow in the directions that matter most to you.Ready to Improve your Business Money Skills?Are you a Solo Private Practice Owner? I made this course just for you: Money Skills for Therapists. My signature course has been carefully designed to take therapists from money confusion, shame, and uncertainty – to calm and confidence. In this course I...
Send a textIf everything still runs through you - decisions, approvals, follow-ups - it's not a motivation problem. It's an ownership problem.In this episode, I sit down with Mike Michalowicz, author of Profit First, Clockwork, and his newest, All In, to unpack why capable teams stall and what actually causes people to step up. We go far beyond culture, perks, or performance pressure and get into Psychological Ownership, the missing system behind self-managing teams, clean handoffs, and sustainable scale.Mike shares how high-performing organizations recruit A-players through education, build safety that unlocks real honesty, and design environments where people take responsibility without being managed into burnout. We also talk through why culture often fails, how community changes everything, and what it looks like to lead people with dignity through every season.If you're scaling, investing in systems, automation, and clarity, but still feel like the bottleneck, this conversation will reframe how ownership is created, sustained, and shared.Books MentionedProfit First by Mike MichalowiczClockwork by Mike MichalowiczFix This Next by Mike MichalowiczThe Pumpkin Plan by Mike MichalowiczSurge by Mike MichalowiczThe Toilet Paper Entrepreneur by Mike MichalowiczAll In by Mike MichalowiczIf you want to go deeper, Mike's work, books, and podcast can all be found at mikemotorbike.com, including free chapter downloads and his podcast Becoming Self-Made.Join Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence. Free 30-Minute Discovery Call:Ready to elevate your business? Book a free 30-minute discovery call with Dr. William Attaway and start your journey to success. Special Offer:Get your FREE copy of Catalytic Leadership: 12 Keys to Becoming an Intentional Leader Who Makes a Difference. Connect with Dr. William Attaway: Website LinkedIn Facebook Instagram TikTok YouTube
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In this episode of the Profit First for Real Estate Investing podcast, I sit down with Carter Lane from Unified Wealth to talk about one of the most overlooked tools in a real estate investor's financial toolkit: the self-directed IRA. Carter breaks down how business owners and investors can take control of their retirement funds, invest in what they know (like real estate), and build long-term, tax-advantaged wealth.We dive into how the traditional retirement model is failing most Americans, why Carter believes the “Wall Street path” is broken, and how Solo 401(k)s and checkbook IRAs can give entrepreneurs the flexibility and protection they need. If you've ever felt unsure about how your retirement savings are actually working for you, this episode will give you clarity—and action steps.Episode Highlights[0:00] – Introduction[1:48] – Carter's background and what led him to launch Unified Wealth[3:32] – How his mother's devastating retirement loss shaped his mission[6:17] – Why 85% of retirees go back to work within three years[8:44] – What exactly is a self-directed IRA—and what it is NOT[10:29] – The biggest myth about what you can invest in with retirement funds[13:11] – Custodial model vs. checkbook control: key differences[16:06] – Solo 401(k)s explained and why they're a game changer for business owners[18:27] – How you can legally “borrow” from your 401(k) to invest in your business[20:35] – The importance of financial education and investor control[23:41] – What Carter's weekly investor calls are all about[26:18] – How to reach Carter and take the first step toward financial freedom5 Key TakeawaysSelf-directed retirement accounts = investor control. You don't have to leave your wealth in Wall Street's hands.Solo 401(k)s offer powerful tax and funding advantages. Especially for entrepreneurs, these tools are often underutilized.Avoid the middleman with checkbook control. Unified Wealth's model simplifies access to your funds while staying compliant.The traditional retirement system is outdated. Most investors don't realize the risks until it's too late.Education is the differentiator. Unified Wealth leads with clarity and support, not complexity and jargon.Links & ResourcesSchedule a call with Carter: https://www.talktounified.com/pfLearn more about Profit First for REI: https://www.simplecfo.comIf this episode opened your eyes to how you could grow your retirement outside of Wall Street, please rate, follow, and review the podcast. And share it with another investor who needs to hear this strategy.
In this episode, we dive into the unique financial challenges law firm owners face with Ben Hockema, CFP®, Founder and Lead Financial Advisor at Illuminate Wealth Management. As an award-winning Certified Financial Planner, Ben's work has been featured in The Wall Street Journal, The New York Times, and other leading publications. Ben is on a mission to help law firm owners and other business professionals move past the shame-based marketing that dominates the financial industry and replace money stress with clarity, confidence, and control. Through thoughtful strategy and education, he helps his clients build financial systems that support both their firms and their personal lives. Hit play to discover: Why running a law firm according to strong financial principles is harder than it looks. What the "Profit First" system is and which law firms benefit most from it. How bookkeeping and accounting for law firms differ from other businesses. From cash flow management to long-term planning, Ben explains how to identify where to spend, where to save, and how to design a financial roadmap aligned with your goals, values, and vision for the future. To learn more about Ben and his work, visit Illuminate Wealth Management now!
If you don't have cash reserves in your business, you're one bad month away from everything falling apart—and I don't want that for you. In this episode, I break down why cash reserves are the foundation of financial stability and how a lack of reserves quietly destroys otherwise good businesses.I share a real story of an investor who was doing meaningful work, growing fast, and still ended up having to shut everything down because cash wasn't under control. We talk about why reserves aren't built in one good month, how systems like Profit First make reserves automatic, and how building cash buffers gives you options, peace of mind, and real freedom as a business owner.Timeline Highlights:[0:00] Why a lack of cash reserves puts your entire business at risk[0:47] A real story of growth, cash crunches, and hard decisions[1:56] How not having reserves led to layoffs and shutting down[2:29] Why entrepreneurship requires systems for volatility[2:48] The first step: knowing your real numbers[3:08] Why Profit First prioritizes profit and reserves[3:48] The danger of “sales minus expenses equals profit”[4:20] How reserves create options and peace of mind[5:13] Why cash issues cause stress, conflict, and bad decisions[5:44] The difference between fear-based decisions and calm leadership[6:24] Giving every dollar a name with Profit First[7:29] How reserves are built automatically, not accidentally[8:34] Why reserves let you make decisions from opportunity, not fear[9:25] Why reserves are a habit, not a one-time eventKey TakeawaysCash reserves protect your business from volatility and uncertainty.Most business failures come from cash issues, not bad ideas.Reserves give you options, confidence, and decision-making power.Profit must be prioritized before expenses—not after.Profit First builds reserves into every sale automatically.Financial peace comes from systems, not hope.Reserves are built through consistent habits, not one great month.Links & ResourcesBook a free discovery call and build real cash reserves in your business: profitrei.comClosingThanks for spending time with me today. If this episode helped you see why cash reserves matter so much, make sure to follow the show, leave a review, and share it with another business owner who's riding the cash-flow roller coaster. And if you're ready to build real financial stability with guidance and accountability, visit profitrei.com and book your free discovery call to start creating clarity and freedom in your business.
Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In this Insider's Access episode of the Grow My Accounting Practice podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz explore what it takes to scale advisory services in 2026 without burning out. They challenge firm owners to make the "CEO Pivot," stepping out of the technician role and into true leadership, even in an AI-driven world. The conversation highlights why empathy and human connection have become competitive advantages as automation takes over precision work. The hosts unpack how to price and position advisory through a Tiered Service Model, why burnout persists even when Profit First is in place, and how firms must shift from reporting on the past to guiding clients toward the future. The episode also addresses avoiding shiny object syndrome with tech, letting go of the wrong clients to grow into the CEO role, and building scalable teams of "Guides" so advisory doesn't rely solely on the owner. They close by defining the firms that will thrive in 2026: those that combine the Profit First mindset with critical thinking, human connection, and intentional leadership. Website:https://profitfirstprofessionals.com/ LinkedIn:https://www.linkedin.com/company/profit-first-professionals Facebook:https://www.facebook.com/ProfitFirstProfessionals/ Instagram:https://www.instagram.com/proud_to_be_profitable TikTok:https://www.tiktok.com/@profitfirstpros YouTube:https://www.youtube.com/@ProfitFirstProfessionalsInc. Corporate Partner:People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
Rising inflation has turned everyday expenses into a constant source of stress, leaving millions of people stuck living paycheck to paycheck and wondering if they'll ever feel truly "okay" with money. While traditional budgeting plans promise control, they often deliver guilt and overwhelm instead. That's why I'm excited to be joined by Mike Michalowicz, bestselling author of 11 financial books, including the mega-bestseller Profit First, to talk about his newest book, The Money Habit: The Worry-Free Way to Financial Independence. Mike's helped over a million people build real financial peace, and in this conversation, he breaks down what "financial independence" actually means and why the "financial freedom" fantasy can leave you feeling disappointed. We talk about why most people are naturally wired to spend their paycheck fast (and the surprising behavioral science behind it), why budgeting fails for so many people, and the simple "behavioral intercept" that makes managing money feel almost automatic. Mike walks through his foundational account system—how to split your money into clear, purpose-driven buckets so you always know what you can spend, what you're saving, and what's already protected. And make sure you listen until the end, because Mike explains how to get started even if you're living paycheck-to-paycheck or drowning in credit card debt that instantly creates clarity, control, and momentum without requiring you to become a "money person" overnight. KEY TAKEAWAYS The Money Habit For Financial Independence "Never Worry" (About Managing Money) Why These Methods Work for Anyone Making More Money Doesn't Solve Problems Why We're Wired To Spend Paychecks The Six Foundational Bank Accounts A Tip For Your Mini-Luxury Account Why Budgeting Fails Most People How To Get Started If You're Broke Tips for Tackling Debt Issues How to Address Your Biggest Financial Concerns Where To Get Mike's New Book, The Money Habit Get The Full Show Notes To get full access to today's show notes, including audio, transcript, and links to all the resources mentioned, visit MiracleMorning.com/623 Subscribe, Rate & Review I would love if you could subscribe to the podcast and leave an honest rating & review. This will encourage other people to listen and allow us to grow as a community. The bigger we get as a community, the bigger the impact we can have on the world. To subscribe, rate, and review the podcast on iTunes, visit HalElrod.com/iTunes. Connect with Hal Elrod Facebook Twitter Instagram YouTube Copyright © 2026 Miracle Morning, LP and International Literary Properties LLC
How to Grow Your Floral Business Revenue (Without Guessing or Burning Out)Growing your floral business revenue doesn't start with hustling harder — it starts with clarity.In this episode, Jen breaks down how to intentionally grow revenue by looking at what's already working, identifying where your biggest opportunities live, and creating a strategy rooted in facts — not feelings.After a full month of deep coaching sessions and mastermind strategy calls, one thing became crystal clear: florists who grow sustainably understand their numbers, track their revenue intentionally, and make decisions like CEOs.If you've ever said:“I want to make more money, but I don't know where to start”“I'm booked, but I'm not profitable”“I feel busy but unsure if I'm actually growing”This episode is for you.In this episode, you'll learn:Why “I want to grow by 10%” is not a strategy — and what to do insteadHow to break down your revenue by category (weddings, funerals, corporate, a la carte, etc.)How to identify which part of your business has the most growth potentialTwo main ways to grow revenue:Increasing your average order valueIncreasing the number of aligned clientsHow small pricing adjustments (delivery, setup, labor, service fees) can unlock thousands in revenueWhy tracking and forecasting your weddings changes how you make decisionsHow upsells, thoughtful design suggestions, and month-out calls can increase revenue without more bookingsWhy paying yourself should be a forethought, not an afterthoughtHow cutting expenses and improving margins can increase take-home pay without more workWhy running your business on data (not vibes) is a CEO moveKey takeaways:✔ Revenue growth comes from reflection + forecasting✔ You don't need more bookings — you need better strategy✔ Knowing your numbers gives you power, confidence, and options✔ Paying yourself is non-negotiable — this is a business, not a hobbyTools & resources mentioned:Profit First (book & audiobook)Simple revenue tracking spreadsheetsForecasting your booked weddings throughout the yearReady for support?If this episode made you realize you need help building a real growth strategy, Jen offers:1:1 private coaching sessions Coaching Call-1 hr. $ - Jeni BechtThe Floral CEO Mastermind — monthly strategy, Q&A, and CEO-level support
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/applicationIf you feel like you're working around the clock only to watch leads slip through your fingers, we need to talk. This week, I'm breaking down how to stop letting your automated "systems" act as a barrier to your profit and how to start leading your sales with the confidence and connection your premium services deserve. 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/sales-funnel-bleeding-cash/=========================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
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