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In this episode of "The Dirt on Flowers," Lyndsay and Shannon discuss the "Profit First" financial management method by Mike Michalowicz. They share personal experiences as flower farm owners, highlighting challenges with cash flow, taxes, and mindset shifts needed for sustainable profitability. The hosts explain how prioritizing profit, using multiple bank accounts, and disciplined money management transformed their businesses. They also introduce their new Dirt on Flowers Insider Group, offering resources and community support to help flower farmers implement these strategies and build financially healthy, rewarding businesses.Be in the know for DirtCon 2027Did you love today's episode?Take a screenshot and share it in your IG stories. Don't forget to tag @dirtonflowers!Leave us a rating and review on Apple Podcasts!Head to www.thedirtonflowers.com to sign up for our newsletter and become a Dirt on Flowers insider!Want to learn more about your hosts? Follow us on Instagram!Lyndsay @wildroot_flowercoShannon @bloomhillfarm
Wholesaling and buy-and-hold are not the same business—so why do so many investors track them the same way? In this episode, I break down how money actually flows differently between wholesaling, fix-and-flip, and buy-and-hold strategies, and why lumping everything into one set of numbers can quietly destroy your profits.I walk through real examples of investors unknowingly using rental cash flow to prop up losing wholesale or flip operations, the legal and financial risks of mixing strategies, and exactly what you should be tracking for each model. If you're using wholesaling as your cash engine and buy-and-hold as your long-term wealth play, this episode will help you stop guessing and start making intentional decisions with your money.Timeline Highlights:[0:00] Why wholesaling and buy-and-hold should never be tracked the same way[1:21] The danger of lumping multiple strategies into one set of financials[1:51] The legal and liability risks of mixing wholesale and rental operations[2:56] Wholesale as a cash machine vs. buy-and-hold as a wealth builder[3:35] A real example of rentals silently covering wholesale losses[4:42] The three simplest numbers every strategy must track[5:21] Why buy-and-hold profits don't always match bank balances[6:06] How Profit First brings clarity to both strategies[7:35] What wholesalers must track to avoid reinvesting everything[8:51] Marketing ROI vs. equity growth—what matters for each strategy[10:30] Using strategy-specific tracking to escape the rat raceKey TakeawaysWholesaling and buy-and-hold are fundamentally different businesses with different money flows.Combining multiple strategies into one financial view creates blind spots and risk.Wholesaling is primarily a cash and marketing business, not a wealth strategy.Buy-and-hold success depends on true cash flow, debt service, and equity growth.Rentals can silently subsidize losing wholesale or flip operations if not tracked separately.Profit First helps clarify what you make, spend, and keep in each strategy.Tracking the right numbers allows each strategy to stand on its own financially.Links & ResourcesBook a free discovery call and get help structuring your numbers by strategy: profitrei.comClosing:Thanks for spending time with me today. If this episode helped you see the difference between wholesaling and buy-and-hold more clearly, make sure to follow the show, leave a review, and share it with another investor who's running multiple strategies. And if you're ready to apply what we talked about with real guidance and accountability, visit profitrei.com and book your free discovery call to start building true financial clarity and freedom.
En este episodio hablamos de paternidad consciente como una verdadera revolución en la forma de criar y formar a nuestros hijos. Exploramos cómo pasar del control y la exigencia a la presencia, la conciencia y el ejemplo, entendiendo que la manera en la que educamos impacta profundamente en la vida familiar y personal. Un capítulo que invita a reflexionar sobre el rol del padre y la madre como guías, no como jueces, y cómo una crianza más consciente genera relaciones más sanas, hijos más seguros y adultos con mayor equilibrio emocional. ¡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/applicationI know you're likely coming off a long wedding weekend feeling a bit drained, but if your 2026 leads are starting to feel like a trickle, it's time to trade the guesswork for the data-backed truth from 54,000 real couples. This episode of the Wedding Pro CEO podcast is your blueprint to stop the booking slump, effectively educate clients on their budgets, and finally build the profitable, sustainable business you 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/wedding-bookings-slowing-down-2026/WATCH ON YOUTUBE:https://youtu.be/8CMzjlNab-A =========================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.=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show
David Richter is an active real estate investor who has been essential in closing over 850 deals over the last 10 years. David has helped real estate companies completely turn around from going out of business to building cash reserves by using the Profit First cash flow system. He has been featured on Biggerpockets, Real Estate Disruptors with Steve Trang, and many other podcasts, shows, and stages. David speaks with Sharon how to create systems for profit and buld the foundation to scale your real estate business. Learn more about engaging Simple CFO Solutions at simplecfo.com.
How to Legally Pay Less Tax as a Business Owner with Former IRS Agent Carlotta Thompson With Former IRS Agent Carlotta Thompson Most business owners believe high taxes are just the price of success. They're wrong. In this episode of Profit Answer Man, Rocky sits down with former IRS agent turned tax strategist Carlotta Thompson to reveal how the tax system really works, what actually triggers audits, and how profitable business owners legally keep more of what they earn. This is not about loopholes or risky moves. It's about understanding the rules well enough to play the game correctly. In This Episode, You'll Learn: What actually triggers IRS audits and why most business owners worry about the wrong things. The common tax and bookkeeping mistakes that quietly raise red flags with the IRS. Why home office and mileage deductions are usually not the real problem. How poor recordkeeping costs business owners money even when deductions are legitimate. Why constantly moving money between Profit First accounts is a warning sign, not a solution. When an S Corp makes sense and when it can actually cost you more in taxes. Why starting as an LLC gives you more flexibility as your business grows. How to shift from asking "Can I deduct this?" to "How can I deduct this legally?" The Big Takeaway: Paying less tax is not about gaming the system. It's about: Knowing what the IRS actually looks for Building clean, consistent financial systems Aligning profit, tax strategy, and long-term vision When you do that, audits become less scary, profit becomes more predictable, and your business stops leaking money quietly. Bio: Carlotta Thompson is a Founder + CEO When Carlotta was 14, she remembers becoming enthralled with a booklet on preparing taxes. She decided then that she wanted to work for the IRS, so at 14 years old, she began studying tax law with the dream of working for the Internal Revenue Service (IRS). Shortly after attaining her dream of working for the IRS, Carlotta realized that the IRS isn't actually in place to help small businesses like she'd thought and it felt like she was working for the wrong side. As an auditor, she saw tons of tax returns with sometimes hundreds of thousands of dollars of missed deductions that were detrimental for the client. Carlotta had a bigger dream and mission to directly help business owners pay the least tax legally possible, so what began as a ministry has evolved into Tax Strategists of America! She now has a Pathway to Zero™ program helping business owners pay the least taxes legally possible! Links: Website: https://taxstrategistsofamerica.com/ Facebook: https://www.facebook.com/carlotta.thompson.1 Instagram: https://www.instagram.com/carlottathompsonfinance?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw%3D%3D TikTok: https://www.tiktok.com/@carlottathompsonfinance?is_from_webapp=1&sender_device=pc YouTube: https://www.youtube.com/@carlottathompsonfinance Conclusion: Paying less tax is not about shortcuts or loopholes. It's about clarity, structure, and intention. When you understand what the IRS actually looks for, keep clean records, and align your entity and profit strategy with your long-term goals, taxes stop feeling like a constant threat. This episode with Carlotta shows that real tax savings come from running a better business, not from taking bigger risks. #ProfitAnswerMan #ProfitFirst #BusinessProfit #TaxStrategy #CashFlow #SmallBusinessFinance #BusinessOwners #IRS #TaxPlanning #FinancialClarity #EntrepreneurLife #KeepMoreProfit #BusinessSystems #MoneyMindset Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com 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, I sit down with Aaron Letzeiser, co-founder of OB Insurance, to talk about one of the most overlooked (and overpaid) areas in real estate investing—insurance. If you've ever felt frustrated by rising premiums, confusing policies, or slow claims, this episode will be a game-changer.Aaron shares why insurance is getting more expensive (especially in markets like Florida and Texas), what most investors get wrong about their coverage, and how OB is changing the way real estate pros manage risk. We dive into how OB uses tech to create fast, transparent quotes, the difference between replacement cost and actual cash value, and how to take back control of your costs—without sacrificing protection.Episode Highlights[0:00] – Introduction[0:32] – Why insurance is one of the most misunderstood costs in real estate[2:04] – Aaron's background and how he went from private equity to co-founding OB[4:20] – What OB Insurance does and how it's built specifically for real estate investors[7:39] – Why transparency and speed matter more than ever in today's insurance market[10:26] – Types of coverage OB offers: short-term flips, long-term rentals, and more[13:14] – What's really driving rising insurance costs—and how to mitigate them[16:18] – How investors can reduce risk factors and potentially lower their premiums[17:02] – The OB claims process and how it's different from traditional carriers[24:12] – Understanding replacement cost vs. actual cash value—and what you should choose[28:55] – Final takeaways for protecting your portfolio while saving money5 Key TakeawaysInsurance is often overpaid and under-optimized. Most investors don't know how to evaluate policies, leaving money on the table.OB puts investors in the driver's seat. From fast digital quotes to customized coverage, the platform was built for real estate.Your location is affecting your premium more than ever. Be proactive if you're investing in storm-prone areas.Know your valuation model. Replacement cost and actual cash value offer different protections—know which one you're buying.Claims don't have to be painful. OB's tech-forward claims process is designed to be fast, transparent, and easy to manage.Links & ResourcesOB Insurance: https://www.obieinsurance.comEmail Aaron: aaron@obieinsurance.comLearn more about Profit First for real estate investors: https://www.simplecfo.comIf this episode helped you rethink how you protect your real estate business, please rate, follow, and review the show. And don't forget to share it with another investor who needs this kind of clarity.
On the Schmooze Podcast: Leadership | Strategic Networking | Relationship Building
What does it take to write a book that truly changes lives—yours included? Today's guest has made it her life's work to help authors do exactly that. As a publishing strategist and developmental editor, she's guided everyone from first-time writers to New York Times bestselling authors with millions of copies sold. Her approach goes far beyond the mechanics of writing—it's about crafting a must-read that builds connection, credibility, and community. She's been the writing partner behind ten books with author Mike Michalowicz, including “Profit First” and “Clockwork.” As the Head Writing Coach for Heroic Public Speaking, she has helped thought leaders, scientists, and speakers from Harvard, Yale, and TEDx Cambridge bring their big ideas to the stage with clarity and heart. The authors she coaches learn how to develop transformational manuscripts that make an impact and leave a legacy. Please join me in welcoming AJ Harper. In this episode, we discuss the following:
Happy New Year from FUEL HQ aka The Man-Zone Barn:Happy New Year 2026 from the barn aka FUEL HQ. Your host, Scott Mulvaney, reflects on the progress and future plans for his personal and professional life. He discusses his recent projects, including installing a new heating system in his barn, acquiring a high-quality salt spreader, and setting up a gym with new equipment. He also mentions his now 10 years of podcasting, the launch of his Boots Refuel Fund from his charity, Fuel Foundations, and his goal to pay off his house by age 50. Additionally, he plans to record an audio version of his book, "So You Want to Be a Hotshot," and encourages listeners to support his charity by donating to the Boots Refuel Fund.Quote: Whatever the mind can conceive and believe, it can achieve.” – Napoleon Hill Today's Top 3 Takeaways:After 10 years of podcasting, continue your own Personal and Professional development!Health and Fitness FUELS everything, especially your own Health, Business, and Lifestyle.Find and embrace your own Freedom Trifecta of Time Freedom, Location Freedom, and Financial Freedom. Today's Links:Visit to donate or learn more athttps://fuelfoundations.org/VisitHotshotBook.comto find the book on Amazon Mentioned Influencers:Michael Michalowicz, Profit First,https://mikemichalowicz.com/profit-first/Jim Collins, BHAG - Big Hairy Audacious Goals,https://www.jimcollins.com/concepts/bhag.htmlDave Ramsey, Ramsey Solutions,https://www.ramseysolutions.com/ Watch us on YouTube:https://youtu.be/8ZDfJq4_ye8 Show Highlights:New radiant heating system is now tested and live in the barn.Reflecting on the evolution of the barn from an empty canvas to a bustling workspace. 2026 is 10 years of podcasting.Reflecting on the Wildland Firefighting history that birthed the FUEL Foundations and the Boots Refuel Fund.The importance of Health and Fitness being integrated into everything in life while staying committed for success.New Financial Goals with a BHAG of owing nothing and owning the home by age 50 in less than 2 years.Learning and implementing the Freedom Trifecta which is Time, Location, and Financial freedom.The power of learning Psychology, developing a bulletproof mindset, with ongoing commitents to Personal and Professional development.Committing to finally recording the audiobook of "So You Want To Be A Hotshot" to help increase fundraising.Final Words of the Show:If I commit to a book chapter for each podcast episode, I know I can get the audiobook done finally. So I'm going to be releasing the chapters here in the LIVETHEFUEL world as I get each one done, and then hopefully loyal fans go and buy the audio book and or the physical book and share. So thank you in advance. That's just a little snippet for the future here in 2026 thanks for listening again. Thank you for subscribing. Go check out HotshotBook.com that takes you directly to the book...
If you can't instantly see your numbers, you're not really running a business—you're rolling the dice. In this episode, I break down why so many real estate investors and entrepreneurs feel constant financial pressure even when deals are closing and money is coming in.I walk through what true financial clarity actually looks like, why tracking the right numbers matters more than tracking all the numbers, and how cash-flow forecasting can help you make smarter decisions before problems show up. Whether you're flipping, wholesaling, buying and holding, or running a multi-deal operation, this episode will help you stop reacting to your finances and start leading your business with confidence.Timeline Highlights:[0:00] Why running a business without clear numbers is like rolling the dice[1:04] The real reason business owners make money but still feel stuck[2:05] How cash crunches happen—and why they're inevitable without systems[3:05] The first number every business owner should be tracking[4:06] How to measure marketing ROI using both money and time[5:31] Why “work in progress” drains cash in real estate businesses[6:29] Using dedicated accounts to track project cash and investor funds[8:11] The key numbers every owner should see on a financial dashboard[11:01] Why forecasting gives you a crystal ball for future decisions[13:22] How financial clarity reduces stress and drives real freedomKey TakeawaysFinancial clarity means knowing where every dollar is going—and why.Tracking numbers only matters if they help you make better decisions.Marketing spend must be measured against real returns, not gut feelings.Real estate investors must separate operating cash from project cash.Cash-flow forecasting helps you plan for both best-case and worst-case scenarios.A financial dashboard turns numbers into actionable insights.Confidence in business comes from visibility, not just profitability.Links & ResourcesBook a free discovery call and get help building clarity and forecasting into your business: profitrei.comClosingThanks for spending time with me today. If this episode gave you clarity or a new perspective, make sure to follow the show, leave a review, and share it with another investor or business owner who needs better visibility into their numbers. And if you're ready to apply what we talked about with real guidance and accountability, visit profitrei.com and book your free discovery call to start building true financial clarity and confidence.
En este episodio hablamos de Profit First (La Ganancia es Primero), el revolucionario sistema de Mike Michalowicz que está ayudando a miles de pequeñas y medianas empresas en todo el mundo a recuperar la rentabilidad y el control financiero. Un enfoque simple pero poderoso que rompe con la forma tradicional de manejar las finanzas en los negocios. Descubrirás por qué muchas empresas venden más pero ganan menos, y cómo este sistema te permite asegurar la ganancia desde el inicio, ordenar el flujo de efectivo y construir un negocio más sano, estable y sostenible. ¡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.
In this episode of the Wealth Wisdom Financial Podcast, we're joined by Jason Petro, a Certified Profit First Professional and seasoned entrepreneur with over 20 years of experience as a small business owner. Jason is one of the founding owners of the Profit First App, developed in partnership with Mike Michalowicz, author of Profit First. Having implemented the system in his own businesses, Jason now helps other entrepreneurs do the same—turning profit into a consistent, repeatable habit rather than an afterthought. Together, we explore why traditional accounting often leaves business owners frustrated, how Profit First shifts both behavior and mindset around money, and why building intentional systems is the key to sustainable profitability. This conversation goes beyond spreadsheets and software. It's about creating clarity, confidence, and a business that truly supports the owner—not just the expenses. ⭐ Key Quote "Profit isn't what's left over after expenses—profit is a habit, and when you build it intentionally, everything else falls into place." About Jason Petro Jason Petro is a Certified Profit First Professional Coach and seasoned entrepreneur with more than two decades of experience owning and operating small businesses. As one of the founding owners of the Profit First App, created in partnership with Mike Michalowicz, Jason has been deeply involved in bringing the Profit First methodology to life through technology. Having implemented Profit First in his own ventures, Jason now works with small business owners to help them build lasting profitability, improve cash flow, and make confident financial decisions. His passion lies in helping entrepreneurs make profit a consistent habit, not a once-in-a-while win. What You'll Learn in This Episode: Jason Petro's role in the creation of the Profit First App How Profit First works in real-world businesses Why profit must be intentional to be sustainable The behavioral side of money management Common cash-flow challenges business owners face How systems—not willpower—create financial success Why profitability should come before growth Who This Episode Is For: Small business owners and entrepreneurs Service-based businesses Anyone using or considering Profit First Business owners who want clarity, consistency, and control over their finances If you've ever felt like you're working hard but profit still feels unpredictable, this episode will help you see how building the right system can change everything. More on Profit First: https://wealthwisdomfp.com/profit More on Jason Petro: https://www.profitprocoach.com/ Get the Profit First App here: https://profitfirstapp.com/?via=wwfp 00:00 Welcome to Wealth Wisdom Financial Podcast 00:16 Introducing Live Counter Flow and Wealth Wisdom 01:06 Meet Our Guest: Profit First Coach Jason 02:52 Jason's Journey from Engineering to Profit First Coaching 04:28 Implementing Profit First: Challenges and Successes 06:05 Transitioning from Engineering to Coaching 07:59 The Importance of Profit First for Small Business Owners 10:28 Addressing Debt and Financial Challenges 14:26 Setting Goals and Making Financial Adjustments 17:28 Using Technology and Software for Financial Management 21:14 Client's SaaS Expenses Shock 22:29 Building the Profit First Software 24:36 Profit First App Features and Benefits 29:24 Navigating the Profit First App 39:20 Upcoming Features and Conclusion Watch on YouTube: https://youtu.be/CHsYzS9oFhQ
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 the holiday scroll has left you feeling more comparison-fatigued than inspired, it's time to stop dragging outdated habits and "vibes" into a brand-new year. We're drawing a line in the sand to ditch the 10 industry "icks" that are quietly killing your profit so you can finally step into 2026 with a clear, scalable roadmap and a business you actually love. Listen to the full intervention and start running your business like the CEO you were meant to be!The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/wedding-industry-icks-2026/=========================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 Dave Dupuis, one-half of the dynamic duo behind Investor Mel & Dave. Dave shares how he and his wife Mel built a thriving real estate business—owning over 250 units across five countries—without ever using joint venture partners. From his early days as a firefighter to scaling their portfolio through creative financing, Dave unpacks the mindset shifts, systems, and strategies that helped them achieve financial freedom and teach thousands of others to do the same.We get into the nuts and bolts of using other people's money the right way, how to protect your equity while growing fast, and the power of not giving up decision-making control. Dave also opens up about how a life-threatening car accident led them to start coaching and why keeping your business aligned with your values is the key to long-term success.Episode Highlights[0:00] - From firefighter to full-time real estate investor: Dave's unexpected journey[1:44] - The secret to working successfully with your spouse[2:43] - Why they left their jobs to go all-in on real estate[5:04] - The “aha” moment that changed everything for Dave[7:35] - How they bought 12 properties in 12 months using creative financing[9:20] - The near-fatal accident that sparked a shift to coaching[11:05] - Over 2,000 students and counting: What makes their program different[12:28] - Why Dave refuses to do joint ventures—and what he does instead[15:31] - Their approach to multifamily and why they still invest in small properties[16:29] - The three creative financing strategies they use (and teach)[18:18] - How real estate helps them support their family goals[21:06] - Why they brought on Simple CFO and how it's improved their decision-making[22:38] - Inside their coaching model and what students can expect[25:08] - What Dave would do differently if starting over today[27:03] - Final advice for stabilizing and growing your real estate businessKey TakeawaysCreative financing is key: You don't need JVs—using OPM through seller financing, promissory notes, and retirement funds can scale your portfolio without giving up control.Keep the decision-making power: Dave explains how avoiding JVs allows him and Mel to make financial decisions aligned with their family goals.Stabilization > growth: Long-term success means periodically slowing down to strengthen your foundation before scaling again.The right systems matter: Bringing in financial pros like Simple CFO gave them the clarity and time to focus on growth.Serve from experience: Their coaching model is built on what they wish they had when starting—actionable, honest, and fully aligned with what they practice.Links & ResourcesConnect with Dave & Mel: https://www.instagram.com/investormelanddaveLearn more or book a call: https://www.investormeldave.comBonus for Profit First listeners: Visit https://www.investormeldave.com and mention “Simple CFO” for exclusive accessLearn more about Simple CFO: https://www.simplecfo.comIf this episode gave you valuable insights, please follow, rate, and review the podcast. And don't forget to share it with a fellow investor who needs to hear this message today!
Book your FREE financial discovery call at ProfitREI.comIf your business is profitable on paper but your bank account tells a completely different story, this episode is for you. I hear this all the time—business owners doing great revenue, being told by their CPA that they're profitable, yet still feeling broke, stressed, and unsure where the money is actually going.In this episode, I break down why this disconnect happens and why it's almost never a revenue problem—it's a system problem. I share real conversations with business owners, lessons from my own entrepreneurial journey, and how implementing a simple framework like Profit First can completely change how you experience money in your business—without spreadsheets, accounting jargon, or overwhelm.Timeline Highlights:[0:00] Why so many profitable businesses still feel broke and financially stressed[1:04] The frustration of doing all the work but not getting to keep the money[2:30] My personal experience running high-revenue businesses with no financial clarity[3:17] How discovering Profit First changed the way I looked at money forever[4:18] A real client story of digging out of the hole by fixing cash flow first[6:07] Why entrepreneurs struggle with numbers—and why that doesn't have to stop you[7:08] The “Golden Trio” of bank accounts that helps you finally keep what you makeKey Takeaways: Profit doesn't matter if you never actually see it in your bank account. Most entrepreneurs don't have a money problem—they have a money system problem. Revenue alone won't create financial freedom without intentional allocation. You don't need to love spreadsheets to understand and control your numbers. Separating money into purpose-driven bank accounts creates clarity and control. Keeping profit, paying yourself, and planning for taxes must happen first, not last.Links & Resources:Schedule a free discovery call and get guidance on implementing Profit First: profitre.comClosingThanks for spending time with me today. If this episode gave you clarity or a new perspective, make sure to follow the show, leave a review, and share it with another business owner who's working hard but still feels broke. And if you're ready to apply what we talked about with real guidance and accountability, head over to profitre.com and book a free discovery call to start building your path to financial clarity and freedom.
En este episodio tenemos un invitado especial: Javier Artiaga Asís, de Grupo MERCO, con quien conversamos sobre cómo el capitalismo consciente puede convertirse en una poderosa ventaja competitiva para las empresas de hoy. Más allá de la rentabilidad, exploramos cómo operar con propósito, valores y conciencia genera mejores resultados, equipos más comprometidos y relaciones más sólidas con clientes y la sociedad. Un capítulo inspirador y práctico para dueños de negocio que buscan crecer de forma sostenible, humana y alineada, demostrando que hacer empresa con conciencia no solo es posible, sino altamente 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.
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In this episode, I sit down with Martine Richardson—real estate investor, educator, and freedom advocate—to break down the real numbers behind getting out of the rat race. Martine's story isn't just inspiring, it's filled with tactical advice for anyone who's trying to create true financial freedom through real estate. From getting her car repossessed to building a portfolio that bought back her time, Martine shares how she leveraged creative financing, community, and consistency to scale her business.We talk about the real math behind financial freedom, how different rental strategies stack up (short, mid, and long-term), and why she'd go straight to buy-and-hold if she were starting over today. If you've ever asked yourself “how many doors is enough?”, Martine gives you a simple framework to find your freedom number.Timeline Summary:[0:00] - Martine shares how getting fired and losing her car kickstarted her real estate journey[5:40] - Her first creative deal: a lease option that changed her mindset[8:09] - How that $35K house turned into a $240K asset—and how she structured the deal[9:17] - Why meetups and podcasts were essential to her early success[11:12] - The shift from wholesaling to buy-and-hold—and using other people's money[14:18] - What is a “freedom number” and how to calculate yours[18:24] - Comparing cash flow between long-term vs. mid-term rentals[22:25] - How fewer mid-term properties can replace your job income[25:48] - Would she still wholesale if starting over today? Her answer might surprise you[29:00] - Action over analysis: her advice for anyone stuck in “learning mode”5 Key Takeaways:Creative financing is key – Martine's first deal came from asking sellers if they'd take payments. One finally said yes, and it changed everything.Community is a shortcut – Meetups, podcasts, and mentors gave her the knowledge and confidence to keep going, even when deals were slow.Buy-and-hold builds real wealth – Her accidental landlord story turned into a multi-property portfolio that now funds her life.Know your “freedom number” – She walks you through how to calculate exactly how many properties you need to quit your job, depending on cash flow type.Short, mid, or long-term? – Each rental strategy has trade-offs in risk and reward. Martine shares how she balances all three.Links & Resources:Text Martine for coaching or questions: 804-495-1333Learn more about Profit First for REI: https://www.simplecfo.comIf this episode gave you clarity, confidence, or a new way to think about financial freedom, please rate, follow, and review the show. And share it with another investor who needs to hear Martine's story.
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En este episodio abordamos una de las relaciones más importantes —y muchas veces más descuidadas— en la vida del emprendedor: la relación de pareja. Hablamos de cómo el estado de esta relación impacta directamente en tu energía, tus decisiones y en los resultados de tu negocio, para bien o para mal. Descubrirás por qué cuidar tu relación no es un tema personal separado del negocio, sino una base clave para el equilibrio, la claridad mental y una vida empresarial más consciente, plena y sostenible. ¡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.
The Real AI: Authenticity + Intention in Life and Business In a world where AI can write emails, produce video, and even mimic your voice, the greatest competitive advantage left is being human. Brian McRae reminds us that emotional loyalty, being known, valued, remembered, is what creates opportunity, referrals, purpose, and a life of meaningful success. Social media may get you attention, but it will never create devotion. Relationships do. If you've been feeling alone, stuck, or unsure how to expand your circle of opportunity, this conversation is your roadmap back to connection. Key Points with Reflection Questions: Emotional Loyalty Is More Powerful Than Marketing. Most loyalty is transactional or habitual. But emotional loyalty, the kind your favorite small restaurant gives you when they remember your name and your kids, is what transforms your business and life. Brian built an entire mortgage business through emotional loyalty created at his monthly event. Reflection Question: Who in your life deserves more intentional appreciation from you this week? Authenticity + Intentionality = The New AI. Brian says the most important "AI" in business isn't artificial intelligence. It's Authentic and Intentional actions. A handwritten note, a thoughtful question, or genuine curiosity carries more power than any automated funnel. Reflection Question: Where can you replace automation with authentic intention? The World Rewards Generosity, Not Neediness. Most networking fails because people lead with "What's in it for me?" Brian teaches the opposite: Lead with gratitude, curiosity, and generosity, and doors open that marketing can't touch. Reflection Question: What's one simple generosity action you can take in the next 24 hours? Referrals Come From Partners, Not Clients. Most people confuse their client with their referral partner. Referral partners don't want to be sold to. They want partnership, support, and value. Brian's business grew by helping other professionals grow theirs. Reflection Question: Who are your true referral partners, and how are you helping them win? Relationships Require Rhythm and Systems. You don't need the perfect CRM. You need the one you actually use. Brian says: Identify your top relationships, Create a connection plan, Put follow-up time on your calendar, Track what matters, and Your calendar reveals your priorities. Your CRM reveals your influence. Reflection Question: What relationship rhythm do you need to protect weekly? Success Requires Facing Challenges, Not Avoiding Them. Brian has worked with and coached thousands of successful people. Their secret? They don't avoid challenges — they grow through them. They look for opportunity in the obstacle. Reflection Question: What challenge are you resisting that might actually be your path to growth Faith, Wisdom, and Mentors Shape Everything. Brian openly shares that faith transformed his life, and that mentors changed his direction. Success isn't achieved alone. It's shaped by the wisdom of people who've walked the road before us. Reflection Question: Which wise voice should you be listening to more closely right now? Money Learning from Brian McRae: Brian uses Profit First not because it's trendy, but because he never wants financial surprises again. · Profit First gave him: Peace of mind Predictable cash flow Confidence his taxes and expenses were covered The freedom to build a coaching business in alignment with his strengths He described Profit First as a system that eliminates stress and supports life-aligned decisions. In Richer Soul terms: It's a structure that creates space for purpose. Key Takeaway: Success is not built on followers, funnels, or tactics. Success is built on intentional generosity, consistent relational rhythms, and becoming someone others want to advocate for. Emotional loyalty is the last unfair advantage in a world of automation. Bio: Brian McRae built an award-winning, referral-based mortgage practice that placed him among the top 1% of originators nationwide. But along the way, he discovered a surprising truth: success isn't about being the best salesperson in the room—it's about becoming the most trusted advisor in someone's life. Today, Brian coaches loan officers, financial advisors, and attorneys on how to build rich relationships that generate referrals and grow their businesses—without sacrificing their faith, family, or fitness. His clients learn how to attract business instead of chase it, freeing up time and energy for what matters most. Through his frameworks, the Trusted Advisor Playbook and the Momentum System, Brian gives leaders a step-by-step plan to win more clients by first winning more trust. If you want to grow your practice through trust instead of tactics, Brian is the coach who can show you how. Links: https://www.linkedin.com/in/briankmcrae/ https://www.facebook.com/profile.php?id=61563450897284 https://briankmcrae.com/ Which insight from Brian resonated with you the most? Share it with someone who needs to hear it — and consider sending a handwritten note this week. One small act of intention may open a door you never expected. #RicherSoul #BrianMcRae #RelationshipMarketing #EmotionalLoyalty #PersonalGrowth #InnerWisdom #PurposeDrivenSuccess #AuthenticRelationships #GenerosityMindset #NetworkingTips #MindsetShift #LifeDesign #MeaningfulSuccess #ProfitFirst #EntrepreneurLife #SpiritualGrowth #SuccessMindset #LeadershipDevelopment #HumanConnection #IntentionalLiving Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Most podcasters assume building a profitable business requires borrowing capital to invest in professional equipment, marketing, and studio space before generating any revenue. Shana and Vanessa, hosts of the Budget Besties podcast, took the opposite approach building a multi-six figure business completely debt-free using Profit First methodology. In this episode of Podcasting Secrets with host Nathan Gwilliam, Budget Besties, Shana and Vanessa reveal how three episodes weekly accelerated growth from 4,000 to 1.5 million plays in two years without paid advertising, why one call to action per episode generates all revenue selling only their own coaching services and budget template. They demonstrate that bootstrap mentality, consistent imperfect action, and debt-free building outweigh borrowed capital and perfect planning. Ready to start your show? Stop waiting for the perfect plan, perfect equipment, and perfect content. Click record today and publish imperfectly. Share this comprehensive growth strategy with aspiring podcasters convinced they need perfect setups before starting. Subscribe and follow Podcasting Secrets on Apple , Spotify and YouTube for weekly strategies from creators building profitable shows on their own terms. Podcasting Secrets: Website: https://podcastingsecrets.com/ YouTube: https://www.youtube.com/@podcasting-secrets Instagram: https://www.instagram.com/podcastingsecrets/ LinkedIn: https://www.linkedin.com/company/poduppodcasting/ Apple: https://podcasts.apple.com/us/podcast/podcasting-secrets/id1726056241 Spotify: https://open.spotify.com/show/0edA45tyPxFRfiUmDxYSUj Nathan Gwilliam: LinkedIn: https://www.linkedin.com/in/nathangwilliam/ Budget Besties: Website: https://budgetbesties.com TikTok: https://www.tiktok.com/@mybudgetbesties Instagram: https://www.instagram.com/mybudgetbesties Facebook: https://www.facebook.com/MyBudgetBesties Email: hello@budgetbesties.com EndFragment
In this episode, I sit down with Frank Iglesias—a real estate investor, coach, and host of the What Worked for You podcast—to unpack the journey from chaos to clarity. Frank opens up about how burnout from his IT job led him to real estate, but also how the entrepreneurial learning curve nearly burned him out all over again.We dive into the pitfalls of trying to do too many things at once, why real estate investing is only one part of the business equation, and how Profit First helped him regain control of his finances. Frank shares the hard lessons of jumping into new construction too early, the value of having a business coach, and why mastering the fundamentals is the only way to scale sustainably.Episode Highlights[0:00] – Introduction[2:32] – From IT burnout to a Rich Dad seminar and the first taste of real estate[5:10] – How trying too many strategies at once slowed his growth[6:14] – The difference between learning real estate and learning business[6:33] – The pivotal role a business coach played in aligning his operations[9:18] – Why bookkeeping is the most underrated skill in real estate investing[14:06] – Lessons learned from jumping into new construction without the right model[22:57] – The risk of cheap lots and the hidden costs of building ground-up[25:19] – The reality of delayed income and managing cash flow in big projects[27:03] – Avoiding shiny object syndrome and returning to core business principles[30:54] – How to connect with Frank and learn more about his podcast and mentorship5 Key TakeawaysFocus is your fastest path to success. Early on, avoid chasing multiple strategies—go deep, not wide.Business fundamentals matter more than tactics. Learn how to manage money, lead people, and build systems.A coach can connect the dots. Frank's biggest business breakthroughs came after investing in the right mentor.New construction is not a beginner strategy. It has different timelines, risks, and financial realities.You don't need more books—you need to implement. Information is everywhere, but application is what creates results.Links & ResourcesVisit Frank online: https://www.frankiglesias.comCall or text Frank directly: (678) 408-2228Listen to Frank's podcast: What Worked for YouLearn more about Profit First for real estate investors: https://www.simplecfo.comIf this episode helped bring clarity to your investing journey, please rate, follow, and review the show. And share it with someone else who's ready to stop guessing and start building a real business.
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En este episodio hablamos de una de las herramientas más olvidadas en las pymes: el presupuesto anual. Descubrirás para qué sirve realmente, cómo se arma de forma sencilla y por qué puede marcar la diferencia entre vivir apagando fuegos o dirigir tu empresa con claridad y orden. Te explicamos cómo usar el presupuesto para entender tus números, mejorar el flujo, tomar mejores decisiones y reducir el estrés, convirtiendo tu empresa en un vehículo de crecimiento, equilibrio y propósito. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In this episode of the Grow My Accounting Practice podcast, Dr. Holly Tucker joins the conversation to explore the powerful connection between physical well-being and business profitability. Dr. Tucker shares her journey as a chiropractor and how her passion for helping others extend beyond the treatment room and into supporting professionals—especially women in the chiropractic field—through the Profit First framework. She discusses her path to joining the Beyond Your Books team and how she bridges chiropractic care with financial advisory work. Dr. Tucker explains why posture and musculoskeletal health are critical for office-based professionals, particularly accountants and advisors who spend long hours at a desk, and how physical strain can quietly impact productivity, focus, and long-term success. The conversation wraps with practical "Invest in Your Spine" tips, encouraging listeners to intentionally invest their time, attention, and resources into simple posture and ergonomic improvements. This episode offers an insightful reminder that protecting your body is not just a health decision—it's a profitability strategy. Website: http://www.drhollychiro.com/ http://www.beyondyourbooks.com/ Corporate Partner: People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
Most clinicians are great at caring for patients—but struggle to understand why and how they actually get paid as business owners. In this episode of the Uncaged Clinician Podcast, Kevin DeGroat breaks down a practical, clinician-friendly approach to money using an adapted Profit First framework designed specifically for service-based practices where the owner wears every hat. You'll learn why "whatever's left in the bank" is a dangerous way to pay yourself, how to separate your roles as owner, clinician, administrator, and growth leader, and why not all hours in your business are worth the same. Kevin explains: Why bank-balance accounting leads to overspending and underpaying yourself How to think about pay differently as an owner vs. a treating clinician Why administrative work should be paid at a different rate than patient care How understanding role-based pay makes hiring easier (and less emotional) When it actually makes sense to stop seeing patients altogether If you're a solopreneur—or planning to hire your first admin or clinician—this episode will help you build financial clarity, peace, and a sustainable growth plan.
What If Everything You've Been Told About Building Wealth Is Wrong? Have you ever wondered why the financial industry treats entrepreneurs like they should act like employees? Save for retirement. Max out your 401(k). Lock your money away for 30 years. That advice might work for someone with a steady paycheck and a pension. But for business owners? It's a recipe for disaster. In Part 2 of our conversation with Perry Marshall, we're pulling back the curtain on what's broken in the financial planning world—and how we're using Profit First, Infinite Banking, and AI tools to help business owners build wealth on their own terms. You'll discover: Why the conventional financial industry is designed to extract money from entrepreneurs, not empower them The difference between saving for retirement and building actual liquidity (and why it matters more than you think) How we combine Profit First and Infinite Banking to give business owners control over their cash flow AND their wealth-building The AI tools we built to help clients understand their "financial nervous system" before they ever talk to us Why we stopped explaining what we do and started letting people experience it instead Key Quote: "The financial industry is designed to move your money to Wall Street. We're designed to help you build a healthy, profitable business first—and then build wealth from that foundation." This episode is for business owners who've felt like the conventional financial advice never quite fit. If you've ever thought, "There has to be a better way" … there is. And we're showing you how. Resources mentioned: Find Your Flow Quiz — A free 10-question assessment to discover your financial personality Financial Nervous System Diagnostic — A deeper 54-question assessment that reveals your money patterns Perry Marshall's Roundtable 2026 — The mastermind community that helped accelerate our growth Profit Planning Network 2026 — Join our community of business owners building profitability and wealth 00:00 Introduction and Recap 00:39 Shifting Gears: What's Broken in the Financial Industry 03:15 Behavioral Economics and Financial Planning 04:27 Empowering Clients: A Different Approach to Finance 08:12 Combining Profit First and Infinite Banking 11:39 Lessons Learned and Overcoming Challenges 16:54 Transformative Experiences and Future Plans 25:11 Conclusion and Next Steps Watch on YouTube: https://youtu.be/_xNQQzQovf8
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/applicationAre you ready for 2026 to be the year you ditch the burnout and finally scale your profits? This episode breaks down the three non-negotiable levers—like auditing your pricing and fixing your funnel leaks—that every wedding planner, photographer, and creative must master to stop undercharging and build the truly profitable business you love. Stop hoping next year will be better and start executing a plan that will completely transform your business and your weekends. The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/2026-wedding-business-plan-revenue/ =========================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
What if the reason your business feels stressful isn't more work, it's how you're handling your money?In this episode, Megan Schwan pulls back the curtain on the financial mistakes almost every solopreneur makes (especially early on) and how to fix them without becoming a numbers nerd.We're talking pricing mistakes, scope creep, avoiding your books, fearing taxes, and why most solopreneurs are unknowingly treating themselves like underpaid employees. Megan breaks down bookkeeping systems, tax strategies, and the Profit First method in a way that actually makes sense, and helps you step fully into the CEO role.If you've ever said, “I'll look at my numbers next month,” this episode is for you.Episode FAQsWhat bookkeeping systems do solopreneurs really need to stay organized?You don't need complicated spreadsheets or expensive tools, but you do need structure. Megan recommends:A real accounting software (like Wave, QuickBooks Online, Zoho Books, or Xero)A mileage and receipt tracking system to capture deductionsA cash flow management system like Profit First to prioritize paying yourself, saving for taxes, and stabilizing cash flowThese systems help you treat your business like a business, not a side project.What's the first step if finances feel overwhelming or intimidating?Start doing your bookkeeping consistently. Megan emphasizes scheduling regular time to work on your business, not just in it. Reviewing your reports and understanding where your money is going builds confidence, clarity, and better decision-making. Avoiding the numbers only makes problems bigger later.How can solopreneurs become more recession-proof?Two big moves:Create a budget so you have a plan for your money and can ask smarter questions when numbers don't match expectations.Save for taxes proactively (about 8–15% of sales) so tax bills don't derail your cash flow or peace of mind.Megan also explains how Profit First helps solopreneurs build “real profit” and spot issues before they become emergencies.
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In this episode, I sit down with Jason Lavender—a real estate investor and former painting contractor—who gets real about his rocky relationship with money and how Profit First finally changed his life. Jason shares the painful truth about how he ran his business by looking at his bank balance, faced constant stress despite making money, and ignored the warning signs until everything boiled over.What makes this episode so powerful is Jason's honesty. He didn't get it right the first—or even the second—time he tried Profit First. But when he finally committed, delegated implementation, and surrendered access to his own money, everything shifted. We talk about how he transitioned from a chaotic hustle into a clear, structured, and profitable business, and how you can too.Episode Highlights[0:00] – Jason's early years as a painting contractor and the shift to real estate investing[2:59] – The stress and confusion of “bank balance accounting”[4:35] – How Profit First didn't stick the first two times—and what made it click the third time[5:33] – The critical moment: giving financial control to his assistant (his daughter!)[8:44] – Going all in on real estate—and leaving the painting business behind[10:00] – “Burning the ships” and betting everything on building his investment business[11:28] – Regret and hindsight: How Profit First could've helped during his business exit[14:07] – The turning point question: “Where did all the money go?”[17:25] – Building a real business, not just a hustle—and the peace that came with it[21:06] – What a healthy business looks like for Jason today: structure, clarity, protection[24:07] – The role of coaching and audits in getting brutally honest with the numbers[29:19] – Final advice for investors stuck in the financial fog5 Key TakeawaysFalse starts are part of the process. Jason didn't get Profit First right until he let go of control and got help.Delegating finances can be your superpower. Hiring his daughter to manage the system changed everything.Profit First brings peace. It gave Jason clarity, confidence, and control over his money and decisions.You can't fix what you won't face. Financial audits and coaching helped Jason confront what wasn't working.There's no shame in getting help. Real transformation happened when Jason stopped trying to do it all alone.Links & ResourcesFollow Jason on Facebook: https://www.facebook.com/jason.lavender.787084Check out Elevate Mentoring: https://elevatementoring.coachNeed help implementing Profit First? Book a call: https://www.simplecfo.comIf this episode hit home, don't forget to rate, follow, and review the show. And share it with someone who's tired of the hustle and ready to get financially healthy—for good.
Profit First is an amazing system, but only when you use it correctly. Too many small business owners hear the concept and immediately open a ridiculous number of bank accounts, creating confusion, stress, and a bookkeeping nightmare. In this video, we break down what Profit First is really about: starting small, building discipline, and using your accounts with intention. We'll also talk about the most important part of Profit First that no one mentions - Knowing Your Numbers! Your Profit & Loss and Profit First must work together if you want real results. Let's clean up the chaos and get you on a path to true profit.
En este episodio quiero hablarte del enorme poder que tiene la amabilidad y por qué puede transformar no solo tu vida personal, sino también tu negocio. Durante años se ha normalizado la rudeza como sinónimo de fuerza, pero la ciencia, la experiencia y la vida diaria demuestran lo contrario: la amabilidad genera mejores relaciones, mejores decisiones, mejores equipos… y hasta mejor rentabilidad. Te cuento cómo practicarla, cómo impacta tu salud, tu liderazgo y la cultura de tu empresa, y por qué es una de las herramientas más poderosas para cualquier emprendedor con conciencia espiritual. ¡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.
What happens when your dream business nearly destroys you, and then teaches you everything you needed to know about money? We don't usually talk about this. The early days. The subway rides hauling coffee beans across Chicago. The polar vortex brought us to the edge of bankruptcy. The moment we realized we'd been doing money completely wrong. But Perry asked us to get real. So we did. In Part 1 of this two-part conversation, we're pulling back the curtain on our entrepreneurial journey, from bootstrapping a coffee shop with zero financial backing to discovering the principles that would eventually reshape how we help business owners build wealth. You'll hear: Why we delivered coffee beans on the subway before our shop even opened (and what that taught us about building a business with no money) The brutal wake-up call that came during a Chicago polar vortex—and the single lesson that saved everything What our financial planner told us contradicted everything we thought we knew about "saving for retirement." The three things every entrepreneur needs to survive (hint: passion isn't enough) Why we were told we were "too entrepreneurial" to get hired and how that rejection became our biggest opportunity Key Quote: "We were naive about how hard it would be. But that naivety is also what kept us going when smarter people would have quit." This isn't a polished success story. It's the real version—the good, the bad, and the ramen. If you've ever wondered whether you're cut out for this entrepreneur thing, or if you're doing money all wrong, this one's for you. Coming next week: Part 2 dives into what's broken in the financial planning world and how we're using Profit First, Infinite Banking, and AI to help business owners build wealth differently. Resources mentioned: Find Your Flow Quiz — 10 questions to discover your financial personality Financial Nervous System Diagnostic — A deeper 54-question assessment Get more info about Perry Marshall's Roundtable here. Profit Planning Network 2026 — Join our community of business owners building profitability and wealth 00:00 Introduction 00:45 The Coffee Shop Dream 03:20 Bootstrapping with Nothing 06:15 The Polar Vortex Wake-Up Call 09:30 Discovering Liquidity Over Retirement 11:45 The Three Things Every Entrepreneur Needs 13:00 Preview of Part 2 Watch on YouTube: https://youtu.be/bC5j2xh8y_g
In today's episode, Jeni gets real about one of the least talked about but most important topics in the floral industry: paying yourself.So many florists are creating beautiful work, serving their couples like magic… and quietly paying themselves almost nothing.This episode breaks down why that happens, how to shift it, and the exact framework (Profit First) Jeni uses to make sure florists are paid fairly and consistently.Whether you're a new florist still feeling “grateful to be chosen” or a seasoned designer carrying years of undercharging, these strategies will help you build a business that actually supports your life — not drains it.
Many owners struggle to make a profit and to pay themselves. This inevitably will lead to burn out and disillusionment and sadly for many closing down the shop before ever really seeing what it's potential could have been. Making money in your cafe has a lot to do with how well you track and manage what you already make. Enter the Profit First system and the coach who helps apply it to the world of coffee shops, Kim Logsdon! Kim Logsdon is a long time CFO and financial consultant who has worked with business owners and entrepreneurs for the past 30 years. She started her consulting journey in banking working with entrepreneurs and private equity advisors providing them with financial services and credit facilities to grow and expand their businesses organically and through acquisitions. Kim has also had substantial personal experience as an entrepreneur and business leader where she further deepened her expertise that her clients today rely on to help them navigate their own journeys. Among the entrepreneurs Kim works with, she has a particular focus on coffee shops and coffee roasters to help them with cash flow issues and achieve financial stability through here personal caching using the Profit First methodology. She also help streamline operations with Pumpkin Plan business strategies and is launching the Money Habit Mentor program to help owners and team achieve financial freedom in their personal lives. In todays episode we will be discussing: What is Profit First and why might you need it Why do owners pay themselves last? Why managing money well and specifically is the key to stability How to go about applying this framework to your business How much should you be saving and investing? Common hurdles or points or resistance The real cost of not managing finances and the real profits to be had Links: https://kimlogsdon.com/ Related episodes: SHIFT BREAK! The Two Kinds of Margin You Need in the Cafe 202 : Mastering your Finances and Accounting w/ Keila Hill-Trawick of Little Fish Accounting 223 : Building a Financially Resilient Business w/ Andrew Carroll KEYS TO THE SHOP ALSO OFFERS 1:1 CONSULTING AND COACHING! If you are a cafe owner and want to work one on one with me to bring your shop to its next level and help bring you joy and freedom in the process then email chris@keystothshop.com or book a free call now: https://calendly.com/chrisdeferio/30min SPONSORS Want a beautiful coffee shop? All your hard surface, stone, Tile and brick needs! www.arto.com Visit @artobrick The world loves plant based beverages and baristas love the Barista Series! www.pacificfoodservice.com
You didn't start your business to stay stuck. If you're serious about hitting 6 or 7 figures without sacrificing your life, book your FREE Gap Assessment with our team→ (use UTM link) https://weddingproceo.com/application Are you maximizing your off-season, or just chasing clients when you should be building your business? This episode gives every wedding pro a strategic roadmap to stop wasting time during slow months, focusing instead on system overhauls and high-value vendor relationships that ditch the overwhelm and bring in referrals. Tune in now to learn the specific actions you need to take right now to build a more profitable business you truly love!This is the episode that started the conversation: https://weddingproceo.com/what-not-to-do-engagement-season/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! WeddingproceoWedding Business Sales Strategy | Wedding Pro CEOA 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/wedding-vendor-off-season-strategy-marketing/=========================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. =========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show
From Chaos to Cash Flow: How Business Owners Can Scale with Less Stress with David Forster "Slow is smooth, smooth is fast." If you're stuck reacting all day, this episode with David Forster hands you the blueprint: clarify roles, codify the 80%, install scorecards that measure what matters, and make Profit First automatic so cash is where you need it—when you need it. In This Episode, You'll Learn: Why "boring, repeatable systems" beat heroics—and how to build them for people who crave structure. The clarity–consistency–accountability trio: what each really means in day-to-day ops. The 90–180 day "adoption dip" and how to push through it. Scorecards: tie activity → ratios → results (and stop tracking vanity metrics). Onboarding that sets the fence lines (and uses QR'd micro-videos for field teams). The "Think Like Me" cheat sheet so crews can make good calls without you. Profit First with Relay: reducing "move-the-money" friction to near zero. Key Takeaways: Build for the 80%. Don't rewrite SOPs for one-off edge cases; keep them simple and usable. Adoption is a habit curve. Expect drop-off at 90–180 days; consistency wins. Scorecards must link effort to outcomes (e.g., calls → close ratio → sales). If it doesn't predict success, drop it. "Fence lines" create safety. Reward following process; improve the process when outcomes miss. Systemize onboarding. Use bite-size clips + QR codes; new hires set the tone for the rest. Cash discipline ≠ harder work. Automate allocations (Relay) so Profit First happens without willpower. Bio: David Forster is the founder of Systems Over Sweat and a strategic expert in business operations for home service businesses scaling past $1M - $5M in revenue. With over 20 years of experience building, scaling, and exiting service companies, David helps owners escape the chaos by fixing the processes that are quietly draining their time, profit, and energy. He's not a theorist—he's a tactician. David works with business owners to eliminate inefficiencies, simplify operations, and build scalable systems that allow the business to grow without the owner needing to be involved in every little decision. He's the guy that makes sure your operations actually operate. Links: Website: https://www.systemsoversweat.com/ Facebook: https://www.facebook.com/rdavidforster LinkedIn: https://www.linkedin.com/in/rdavidforster/ Conclusion: Scale doesn't come from working harder—it comes from designing clarity, codifying the 80%, and reviewing scorecards with courage. Pair that with automated Profit First allocations and you'll stop firefighting and start compounding profit. #ProfitFirst #CashFlow #SmallBusiness #Trades #EOS #SOPs #Scorecard #OwnerPay #RelayBanking #Operations #Accountability #CFO Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Entrepreneurial poverty continues to challenge business owners who work tirelessly yet struggle to find true financial stability and fulfillment. Mike Michalowicz, a business author known for Profit First, opens up about his personal and professional journey from growing up in New Jersey to becoming an entrepreneur and writer dedicated to improving the financial well-being of business owners. He shares lessons from building and selling multiple companies, his current work as a business investor, and his mission to help entrepreneurs overcome financial stress through his Profit First methodology and lifelong commitment to eradicating entrepreneurial poverty. His story reminds us that success isn't just about revenue, but about creating a sustainable, purpose-driven path that frees entrepreneurs from the very struggles they set out to escape.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast
Building a profitable food business without investors isn't just possible—it's a strategic choice.Sarah sits down with Daniel Goetz, founder of Good Pop, who's bootstrapped his popsicle brand for 16 years by prioritizing profitability over growth headlines.Daniel shares practical strategies that kept Good Pop alive and thriving:* Why he sold just 4 popsicles at his “big launch” (and what happened next)* The 3am working capital discovery that kept his business going* Why he focused on going “deep not wide” with retail expansion* How to get packaging and ingredient suppliers invested in your visionHear how forcing profitability from day one shaped every business decision—and why Daniel chose this path after watching funded peers struggle under investor pressure.Connect with Daniel:Website: GoodPopInstagram: @GoodPopLinkedIn: @Daniel GoetzThe Good Food CollectiveJoin The Good Food CFO Community:Follow us on Instagram: @thegoodfoodcfoWatch on YouTube: @thegoodfoodcfoBecome a Member: BABOYOT This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thegoodfoodcfo.substack.com/subscribe
If you're doing deals but still feel broke, this episode is your wake-up call. CFO and Profit First for Real Estate Investing author David Richter breaks down the exact system hundreds of investors use to finally keep their money, build stability, retire their W-2, and stop living deal to deal. Hosted by Brent Bowers of Wholesaling Inc, this episode gives you the simplest way to set up Profit First—even if you're brand new, working a 9–5, or doing your first deal.Learn how to structure your bank accounts, protect your profit, cut unnecessary expenses, and build long-term financial freedom without needing to scale to 100 deals. For more land opportunities, join The Landsharks Program.---------Show notes:(0:40) Beginning of today's episode(2:00) The three numbers every investor must know(6:00) David's story(10:10) The envelope method(11:32) Opening 2 accounts in OPEX(17:33) Implementing the Profit First System(29:09) Creating a fun account(35:00) What's working on today's market----------Resources:Profit First Real Estate InvestingThe Secret Life of Real EstateQuickbooksSimple CFORich Dad Poor DadOPEXMailchimpActive CampaignPydriveLand Sharks Data Talk to People To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/application CEO, stop letting the fear of a salary keep you stuck in the Solo-Preneur Trap! If you're stressed and overworked, I'm giving you the non-emotional math you need to prove that hiring a full-time team member at $75K is not an expense—it's an investment that can generate nearly $100K in new profit and buy back your weekends. Tune into this episode to grab the simple, data-backed formula that will finally give you the freedom you deserve and help you build that profitable business you love! The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/can-i-afford-to-hire-wedding-ceo-math/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Take the Wedding Pro CEO's free GAP assessmentSupport the show
If you own a boutique, run a retail store, manage inventory, or support product-based businesses — this episode is required listening.Today I'm joined by Christyne Gray, a distinguished retail accountant, certified tax specialist, and CEO of She Profits Now. For 25 years, Christyne has helped independent retailers, brand creators, and wholesalers elevate their profits, maximize returns, and minimize financial overwhelm.And here's why she's different: Christyne explains financial strategy in a way no accountant has on this show. She breaks down the concept of profit guardrails — how to create them, why they matter, and how they prevent silent revenue leaks that are SO common in boutique retail.We also talk about: ✨ Why inventory-based businesses require a different financial approach ✨ The hidden habits that sabotage boutique profit ✨ How to finally understand your numbers without wanting to cry ✨ And why Profit First doesn't work for retail! If you're in the retail industry or know someone who is, share this episode with them. Christyne is the go-to accountant for boutique retail, and she's about to make your financial life SO much clearer.A bit about our guest: Christyne Gray is a distinguished accountant, certified tax specialist, and the President and CEO of She Profits Now, an elite financial services firm and coaching company. For over 25 years, Christyne has helped independent retailers, brand creators, and wholesalers elevate their profits, maximize their returns, and minimize their stress. She has dedicated her career to helping high-achieving women create profitable and impactful businesses through her Financially Fabulous Coaching Program. Your GO-TO LINK for all things Brick and Mortar Visibility-: Level UP : Your Business, Your Life, Google Business Profile Workshop, Visibility Workshop, One on One Coaching, & Referral Partners.Love today's podcast?
Before You Close Your Books This Year, Make These 3 Tax-Saving Moves When it comes to taxes, most entrepreneurs are winging it and paying the price. I'm joined by my friend and tax attorney, Braden Drake, who breaks down the must-know tax strategies that can save you thousands and help you feel confident about your business accounting. Whether you're already making six figures or simply want to feel prepared when it comes to bookkeeping, Braden is here to demystify LLC vs. S Corps, deductions, and the smartest year-end money moves you can make. In this episode, we tackle the common tax mistakes online business owners make, how to structure your business for long-term savings, and what you can do right now to set yourself up for a stress-free tax season. HERE ARE THE 3 KEY TAKEAWAYS FROM THIS EPISODE: 1️⃣ Stop Mixing Business & Personal Finances – One of the most common (and expensive) mistakes entrepreneurs make is skipping a separate business bank account. Keep your finances clean and organized to avoid audit headaches and missed deductions. 2️⃣ Understand the S Corp Advantage – Braden explains exactly how switching from an LLC to an S Corp (when your profit hits around $60K–$100K) can save you thousands each year and why getting this wrong could trigger IRS red flags. 3️⃣ Don't Spend Just to “Save” on Taxes – The smartest entrepreneurs don't buy their way into write-offs. Instead, they focus on year-end strategies that actually build wealth, like opening a retirement account, catching up on bookkeeping, and planning for profit with intention. RESOURCES MENTIONED IN THIS EPISODE: Get your copy of Unf*ck Your Biz: A Step-by-Step Framework to Get Your Legal and Tax Shit Legit Subscribe to Unf*ck Your Biz Check out Gusto Get your copy of Profit First by Mike Michalowicz MORE FROM BRADEN Learn more about Braden's offerings at notavglaw.comFollow Braden on Threads and Instagram: @notavglaw MORE FROM ME Follow me on Instagram @amyporterfield SUBSCRIBE & REVIEWIf you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts! Your support helps us reach more entrepreneurs who need these insights.
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