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What if the grind you think makes you successful is the very thing keeping you broke and exhausted?Codie Sanchez, a former Goldman Sachs employee who has run 1,621 businesses through her company's systems, sat down with Lewis to talk about money, freedom, and why most entrepreneurs across the US earn less than California's $78,000 minimum wage. Her book Own or Be Owned is built on one uncomfortable question: do you own a business, or does it own you?She tells the story of walking into a bank for a loan and finding the account she thought held a million dollars almost empty. That night she sat in the dark and called her dad, who told her you are not really in the game until you have had a night like that. She never ran a business without systems again.The fixes she shares are simpler than you expect. Most businesses are underpriced by 30 to 300 percent, fewer than a third have recurring revenue, and hard work has almost nothing to do with how much money you make. She also explains why more than 80 percent of kids want nothing to do with their parents' business.You will finish this one ready to raise your prices and build a life where work fits around the people you love.Pre-Order: Own or Be Owned: Build a Business So Good It Doesn't Need YouMain Street Millionaire: How to Make Extraordinary Wealth Buying Ordinary BusinessesCodie's InstagramCodie's YouTubeBig Deal PodcastCodie's WebsiteIn this episode you will:Learn the OWN system of 12 profit levers Codie Sanchez uses to build a business that runs without youRaise your prices with confidence once you see why most businesses are underpriced by 30 to 300%Escape key man risk by building systems and hiring people who can outperform youTest real market demand before you build, so your next venture doesn't start from your painBreak the money beliefs that keep you living paycheck to paycheckPay yourself first and add recurring revenue so your profits turn into lasting freedomFor more information go to https://lewishowes.com/1983More SOG episodes we think you'll love! Get More From Lewis! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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: https://weddingproceo.com/applicationI hit multiple six figures at Blush and told myself I had made it, while my husband quietly went back to waiting tables to cover the gap. This is a short, honest episode about three lessons I learned in the school of hard knocks, so you do not have to learn them the same way.Here's what you'll walk away with:- Why six figures in revenue can still leave you short on payroll, and the difference between cash flow and profit- How to forecast revenue with receivables, conversion rate, and breakeven so every month stops being a guessing game- Why filling your calendar back up slows your growth, and how to protect your white space as the CEOThe 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/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/cash-flow-is-not-profit========================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/3ZqqPmzHeads 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.========================Support the show
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Benmont Locker scaled his real estate operations to $250,000 a month in ad spend, but he didn't start there. In this episode the founder of RAMP, a sales-team training community for real estate investors, breaks down exactly how he ramped up with confidence, and why that confidence comes from data and a sales team he trusts, not from having a pile of cash.Ben is a quote machine here ("morale comes from profit," "hope is a terrible investor drug"), but the substance runs deep. He and David cover the marketing feedback loop built on qualified leads, the 0-to-90-day break-even framework, why he implements Profit First and a CFO 90 days into every new entity, and how tracking profit by product line exposed a low-margin line he'd have otherwise scaled blindly. If you want to make money fast in real estate and actually keep it, don't miss this one.Timeline Summary[2:54] – The RAMP hat and how Ben scaled to around $200K a month in marketing[3:15] – Why confidence to spend comes from data and discernment, not just having cash[4:16] – Making marketing own qualified leads, not gross leads, to shorten the feedback loop[5:42] – Whether he was born with a head for numbers or learned it through trial and error[6:56] – How tracking data across supplements, alcohol, and spine implants all became the same game[7:21] – Why data was what let a non-authoritative personality hold people accountable[8:32] – The unwritten rule: profit and revenue always in first position[9:05] – The Titanic analogy for over-process without revenue[10:11] – Why "morale comes from profit" and culture isn't pizza parties[11:42] – His simple marketing ROI test and the 0-to-90-day break-even framework[13:14] – Why he targets a 3-to-1 return rather than chasing a high-ROI, low-scale channel[13:52] – The disclaimer: never wait 90 days for leads, since response comes within 24 hours[16:11] – How to ramp up the right way by focusing on revenue, not just leads[17:56] – When to bring on a CFO: "when your ego gets out of the way"[19:11] – Why he called David just 90 days into a new entity for help[20:40] – Why the CFO meeting is one of his favorite meetings of the week[21:09] – The call where his team told him he had too much liquidity and to take a distribution[23:01] – His nuanced take on reserves by growth phase, product line, and owner[26:20] – How profit by product line revealed the low-margin travel work[27:02] – The 50% top-line growth that only produced 10% net profit growth[30:33] – The two transformations: revenue on office TVs and a dedicated finance meeting cadence[31:35] – The $600K cash swing that reframed his hard-money funding strategy[34:42] – His core advice: fill your day with direct revenue-producing activities5 Key TakeawaysConfidence Comes From Data — Spending $250K a month on marketing isn't about having cash, it's about trusting the data and a sales team that converts. Shorten the feedback loop to qualified leads and you can reinvest with confidence.Break Even In 90 Days, Then Scale — Commit three months of budget with the goal of breaking even, not just getting leads. Aim for a 3-to-1 return by months four to six, which scales better than a high-ROI, low-volume channel.Morale Comes From Profit — Culture isn't pizza parties. Profit provides team stability, cash reserves, and momentum, and a business with no profit is a dangerous place to lead everyone into.Bring In A CFO Early, After Revenue — Ben implements Profit First and a CFO about 90 days into every new entity, once revenue is flowing. Squeaky-clean books with no leads is no place for an investor to sit.Track Profit By Product Line — Growing top-line revenue 50% while net profit grew only 10% is a warning, not a win. Profit by product line revealed a low-margin line he'd have scaled blindly without the data.Links & ResourcesRAMP — https://www.ramprei.comSimple CFO — https://simplecfo.comProfit First for Real Estate Investing Free Workbooks — https://pfreiworkbook.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comThe Road Less Stupid by Keith Cunningham — https://www.keystothevault.comEnjoyed This Episode?If Ben's line that "hope is a terrible investor drug" made you rethink how you measure your marketing, that's the mindset shift worth acting on. Share this episode with an investor who's chasing revenue without watching the bottom line, and follow the show and leave a rating and review so more real estate investors can ramp up the right way.
En este episodio reflexionamos sobre los números que todo dueño de negocio debería entender, pero que muchas veces se dejan en manos de alguien más o se revisan solo cuando aparece un problema. Hablamos de cómo vender, cobrar o tener movimiento en la cuenta no significa necesariamente que la empresa sea rentable, ordenada o financieramente sana. Una reflexión para mirar tus indicadores con más claridad, entender qué te están diciendo tus finanzas y empezar a tomar decisiones desde datos reales, no desde la intuición, la urgencia o el saldo disponible. Escucha este episodio y descubre qué números necesitas conocer para dirigir tu empresa con más control y conciencia. 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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David Richter, author of Profit First for Real Estate Investing, delivers a back-to-basics whiteboard walkthrough of the entire Profit First system in this solo episode. If you've heard the term thrown around but never understood the actual mechanics, this is the overview that makes it click.David breaks down why Profit First is just the pay-yourself-first principle from Rich Dad Poor Dad and The Richest Man in Babylon with a real system behind it, and then draws out that system account by account. He covers the income account, the "golden trio" of profit, owner's comp, and tax, and the operating expense account most owners live in. Best of all, he shows why it's nearly impossible to mess up if you keep it simple. If numbers make your eyes glaze over, start here.Timeline Summary[0:26] – David introduces himself and frames the episode as a full overview of Profit First[0:46] – What Profit First actually is: a cash flow system for putting money in your pocket[1:04] – Why it's an offshoot of pay-yourself-first ideas from Kiyosaki, Babylon, and Covey[1:42] – Reassurance for the investor who's "allergic to spreadsheets"[2:02] – The only two ways Profit First fails: never setting it up or making it too complicated[2:22] – How the system is the envelope method applied to business bank accounts[2:56] – Why most owners put profit last and how to protect it instead[3:37] – Giving every dollar a name so you're intentional instead of throwing money around[3:52] – Building the system: starting with the income account where all deposits land[4:15] – The three accounts under income: profit, owner's comp, and tax[5:05] – The operating expense account and why it's the one big account most people start with[5:45] – Why the profit account fuels the reason you started your business[6:05] – Taking profit quarterly, and using it first to knock out debt[6:33] – Why owner's comp is his favorite account and how it pays you consistently[7:15] – The tax account as the peace-of-mind account that kills tax-time stress[7:35] – Why it's called Profit First and the "golden trio" Harry Potter analogy[8:27] – If it feels like too much, start with just the owner's comp account5 Key TakeawaysProfit First Is Pay Yourself First With A System — The principle isn't new; it's straight out of Rich Dad Poor Dad and The Richest Man in Babylon. What Profit First adds is the actual how, a bank account structure that makes it real.It Only Fails Two Ways — Profit First doesn't break on its own. It only fails if you never set it up, or you make it so complicated you quit. Keep it simple and use it consistently.Give Every Dollar A Name — The system is the envelope method applied to business checking accounts. Naming your accounts makes you intentional instead of throwing money at marketing, hires, and expenses on a hunch.The Golden Trio Protects Your Money — Income flows in, then you transfer to profit, owner's comp, and tax first, before operating expenses. Profit fuels your purpose, owner's comp pays you, and tax is your peace-of-mind account.When In Doubt, Start With Owner's Comp — If the full system feels overwhelming, open one account and pay yourself from it consistently. Most owners don't pay themselves enough, and building that habit is where it all starts.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comRich Dad Poor Dad by Robert Kiyosaki — https://www.richdad.comThe Richest Man in Babylon by George S. Clason — https://www.penguinrandomhouse.comThe 7 Habits of Highly Effective People by Stephen Covey — https://www.franklincovey.comThe Total Money Makeover by Dave Ramsey — https://www.ramseysolutions.comEnjoyed This Episode?If David's whiteboard finally made the Profit First system click for you, the next step is opening that first account today. Share this episode with an investor who puts their profit last, and follow the show and leave a rating and review so more real estate investors can learn to keep more of what they make.
En este episodio conversamos con el historiador César Salinas sobre las anécdotas inéditas de Don Eugenio Garza Sada y las lecciones de Capitalismo Consciente que siguen siendo profundamente relevantes para los empresarios de hoy. Hablamos de la visión, los valores y la forma de liderar de un empresario que entendió que construir una empresa no era solo generar resultados, sino también formar personas, crear comunidad y dejar un legado con propósito. Una conversación para mirar el negocio desde una perspectiva más humana y trascendente, donde la rentabilidad, la responsabilidad social y el desarrollo de las personas pueden convivir dentro de una misma filosofía empresarial. Escucha este episodio y descubre qué pueden aprender los dueños de negocio actuales de una de las figuras más estudiadas e inspiradoras del empresariado mexicano. 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've picked the colors.You've built the website.You've created the offer.Maybe you've even started making money.But have you actually protected the business you're working so hard to build?In this episode of Casa De Confidence, Julie sits down with business and trademark attorney Samantha Bradshaw for a practical conversation about the legal and financial foundations entrepreneurs often push to the bottom of the list.Because let's face it, choosing your brand colors is a lot more fun than thinking about contracts, business entities, bank accounts, liability, copyright and trademarks.Until something goes wrong.Samantha works with first-generation entrepreneurs to help them proactively grow and protect their businesses. She shares how watching a friend struggle to access affordable legal support helped shape the kind of attorney and business owner she wanted to become.Julie and Samantha also dig into something that goes beyond legal protection: Are you building a business, or have you simply created something that pays you?They talk about separating personal and business finances, understanding profitability instead of being distracted by impressive revenue numbers online, using contracts before there's a disagreement, assessing insurance needs, and thinking about where you ultimately want your company to go.Then Samantha gives a refreshingly understandable explanation of one of the most confusing areas for entrepreneurs: copyright versus trademark.What protects your podcast?What about your course?Your business name?Your signature program?Your logo?Your event?And what happens if someone is already using a name similar to yours?Samantha explains why trademarks aren't simply about protecting a business. Trademark law exists in large part to prevent consumer confusion, and the strength of a brand can eventually become an asset with real financial value.In this episode, you'll learn:Why entrepreneurs postpone important legal foundationsThe difference between running a hobby and operating a businessWhy personal and business finances should be separatedHow an LLC or other business structure can help protect personal assetsWhen business insurance may deserve considerationWhy contracts can protect both the business and the client relationshipHow to introduce contracts if you've already started working with clientsWhy revenue and profit are two very different thingsHow the Profit First philosophy can change the way entrepreneurs manage moneyThe difference between copyright and trademarkWhat kinds of content may receive copyright protectionWhat a trademark actually protectsWhy two businesses can sometimes legally use the same or similar namesWhen trademarking a program, brand or event may make senseHow intellectual property can increase the value of a businessWhy your exit strategy matters even if you're nowhere near exitingThe simple trademark search Samantha recommends entrepreneurs do nowSamantha's ChallengeBefore you spend another year building equity in a name, Samantha recommends checking whether someone may already have trademark rights that could create a problem.She walks listeners through searching the USPTO trademark database and suggests testing variations of the core name people use when referring others to your business.Important: This conversation is educational and isn't individualized legal advice. Your specific legal needs will depend on your business and circumstances.
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: https://weddingproceo.com/applicationI am on the couch answering your most-asked questions, no script, just real and honest answers. We cover the hardest years in my business and the breakthrough that changed everything, how my husband Ira became part of the business, how to build a partial planning package that is profitable instead of a scope-creep trap, my honest take on CRMs, and the CEO guilt almost nobody warns you about.Here's what you'll walk away with:- Why the hardest years were three through eight, and the money problem underneath them- The one question that turns a spouse with no clear role into a real part of the business- How to build partial planning as a defined upgrade so it becomes your most profitable package- Why switching CRMs usually is not the answer, and what to do instead- How to move through CEO guilt and own the role your business needs-Episode on Partial Planning mentioned on this episode: https://brandeegaar.com/230 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/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/wedding-business-ama-9-8-26========================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/3ZqqPmzHeads 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.========================Support the show
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En este episodio reflexionamos sobre Don Eugenio Garza Sada y la filosofía de negocio de un regiomontano cuya visión empresarial sigue siendo estudiada por su enfoque humano, disciplinado y trascendente. Hablamos de cómo su manera de entender la empresa iba más allá de generar riqueza: se trataba de construir instituciones, formar personas, crear comunidad y asumir una responsabilidad real con el entorno. Una reflexión para mirar el liderazgo empresarial desde una perspectiva más profunda, donde el éxito no solo se mide por los resultados, sino por el legado, los valores y el impacto que una empresa deja en la vida de quienes la rodean. Escucha este episodio y descubre qué puede aprender el empresario de hoy de una filosofía de negocio que sigue vigente. 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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David Richter of Simple CFO opens this solo episode with a warning every flipper needs to hear: your rehab budget is probably lying to you unless you're tracking actual versus planned on every deal. He calls budget overruns the number one silent killer of fix-and-flip businesses, except it's not that silent, because it kills loudly when you're bleeding $10,000 a deal.This is a tactical walkthrough of how to set up your balance sheet to see exactly what you're all into a property at any moment. David breaks down the parent and sub-account structure for tracking purchase price, holding costs, and rehab, the "all-in" number that tells you when to worry, and a real story of an investor with 20 deals in his pipeline who nearly declared bankruptcy. If you flip houses, grab a pen.Timeline Summary[0:31] – Why your rehab budget is lying to you if you don't track actual versus planned[0:58] – Budget overruns as the number one silent killer, and how $5K to $10K a deal drains you fast[1:24] – Why you need to be able to pull your own money back out of the business[1:50] – Using the balance sheet, not just software, to see where you stand mid-project[2:13] – How an active flip sits on the balance sheet as a current asset until it sells[2:36] – Setting up an "other current assets" parent account with a sub-account per project[3:03] – The two or three sub-accounts every serious flipper should track[3:53] – A simple example: $100K purchase, $25K holding, $75K rehab equals $200K all-in[4:38] – What the all-in number tells you and why it matters for a fire sale[5:30] – Why the actual dollars hitting your bank beat any project management software[5:52] – How going $15K over, deal after deal, quietly takes you down[6:27] – The investor with 20 deals in his pipeline who nearly declared bankruptcy[7:13] – Checking your loan amount to know how much of your own money is trapped in a deal[7:46] – How having the numbers in front of you lets you make the decision that saves the business5 Key TakeawaysTrack Actual Versus Planned — A rehab budget you don't check against real spending is worthless. Overruns are the number one killer of flip businesses, and they compound fast at $5K to $10K a deal.Use Your Balance Sheet — An active flip lives on the balance sheet as a current asset until it sells. Set it up right and it tells you where you stand at any point in the project.Build The Right Account Structure — Under an "other current assets" parent, give each project its own account with sub-accounts for purchase price, holding costs, and rehab. That's how you see the truth.Know Your All-In Number — Adding purchase, holding, and rehab gives you what you're all into a property. That single number tells you your floor for a fire sale and how much of your own cash is at risk.The Numbers Save The Business — The investor with 20 deals nearly went bankrupt because his cash was trapped. Seeing your all-in and your loan amount lets you decide when you need a bridge loan or more funds before it's too late.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comEnjoyed This Episode?If David's all-in number made you realize you don't actually know what you're into your current flips at, that's worth fixing before your next draw. Share this episode with a flipper who's always wondering where the cash went, and follow the show and leave a rating and review so more real estate investors can stop letting overruns quietly kill their deals.
En este episodio hablamos de cómo construir una empresa sólida sin descuidar la relación de pareja que también necesita presencia, atención y cuidado. Descubrirás por qué muchos dueños de negocio terminan entregando su mejor energía a la empresa y dejando a su pareja con lo que queda: cansancio, prisa o ausencia emocional. Una conversación para reflexionar sobre cómo equilibrar crecimiento, amor y propósito, entendiendo que no se trata de elegir entre tu empresa o tu relación, sino de construir ambas con intención, límites y conciencia. 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.
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryMost practice owners can read a P&L, but very few actually know how much cash they have to work with — or what to do with it once they find out. In this episode, Evon sits down with Eric Levenhagen, CPA and owner of ProWise Financial Consulting, a firm that works almost exclusively with independent optometry practice owners.Eric walks through his "Financial Harmony" framework — Prosper, Profit, and Protect — and why he sees owner's compensation treated like a leftover in so many practices. They get into the Profit First system and its four cash accounts, why a profitable practice can still feel tight on cash, and the bookkeeping fixes that have to be in place before any of the rest of it works.What You'll LearnThe "Financial Harmony" framework: Prosper, Profit, and ProtectWhy owner's compensation so often gets treated as a leftover instead of a priorityHow to reverse-engineer the revenue your practice needs to support your life outside the practiceThe four Profit First bank account categories and what each one is forCommon bookkeeping and balance sheet mistakes that distort your P&LWhy a profitable practice can still feel cash-poorWhat to track monthly once your financial systems are already working wellThe one financial habit Eric says every practice owner should changeKey Takeaways for OptometristsOwner's compensation shouldn't be a leftover — pay yourself with intention, then work backward to the revenue your practice needs to support it. A profitable practice can still feel cash-poor because of debt service, equipment purchases, inventory, and timing gaps that don't show up cleanly on the P&L, which is why the balance sheet deserves just as much attention. Proactively allocation dollars across specific purposes — profit, tax, owner's pay, and operating expenses — helps fix this by pre-deciding where cash goes instead of relying on a single account and "mental earmarks." Eric's one habit to change: take your profit first, before it becomes whatever's left over.Resources for OptometristsEric Levenhagen on LinkedInProWise Financial ConsultingProfit First by Mike Michalowicz — the book behind the cash management system discussed in this episodeOptometry Wealth Advisors Education HubPodcast Ep 115: Navigating Important Differences Between Profit and Cash Flow in Your Optometry PracticeWant a more proactive approach to your planning?You can schedule a no-commitment introductory call to discuss what's on your mind financially and learn how we help optometrists navigate those same decisions nationwide.
In this Simple CFO Case Files episode, David Richter and his business partner Christina Gutierrez unpack why "knowledge is power" hits different once you're staring at a live financial dashboard. The title comes from a real client who told David that the phrase never made more sense than the moment he sat in front of his numbers and realized he was telling them what to do, not the other way around.David and Christina walk through the tools they run inside their own business, EOS for operations and Profit First for cash, plus the custom dashboard Christina built that pulls live from QuickBooks every morning. But the bigger point is that a dashboard alone isn't enough. Real power comes from pairing the numbers with a financial partner who translates them and makes you feel safe asking the naive question. If your numbers overwhelm you, this one is for you.Timeline Summary[0:23] – Where the title comes from: a client who felt in control of his numbers for the first time[1:15] – The tools Simple CFO runs internally: EOS from Traction and Profit First[2:05] – Why David, as visionary, needs numbers he can actually understand, not raw QuickBooks[2:49] – Pulling up an up-to-date dashboard while Christina was on vacation[3:36] – How Christina and Andrew built the dashboard to pull automatically from QuickBooks[4:26] – Why QuickBooks Online is the best integration and updates every morning at 5 a.m.[5:02] – The budget-to-actual view and the plea to actually follow the budget you make[5:39] – How seeing budget versus actual in real time drives faster, better decisions[6:25] – Why a good dashboard gives an owner the confidence to ask better questions[7:02] – Reframing the "B word" budget as simply a plan for your money[7:25] – Planning for real estate closings that get pushed back, as they always do[9:38] – Why CPAs often make numbers too complicated and clients need a translator[10:33] – David's own naive-question moment with a CPA in his early 20s[11:01] – A CFO as a safe place to talk about scary numbers and ask what's the plan[11:37] – Why a dashboard paired with someone who makes you feel safe is real magic[13:47] – Christina's addition: it's not just knowledge, it's communication and relationships[15:06] – The sticky-note habit: reach out to your CFO before big decisions, not after[15:48] – Why owners shouldn't feel inferior for not knowing all the financial terminology5 Key TakeawaysKnowledge Puts You In Control — When you can see your own numbers clearly, you stop being told what to do by your finances and start directing them. That shift is the whole point of a good dashboard.A Dashboard Must Be Understandable — Raw QuickBooks makes most owners' eyes glaze over. The value is in a view that pulls the numbers together automatically and presents them in plain terms you can read anytime.Make A Budget And Actually Follow It — A budget is just a plan for your money. Checking budget versus actual in real time is what lets you decide on the spot whether you have room for an opportunity.Numbers Need A Translator — CPAs often speak in a language owners don't follow. A CFO's job is to translate the numbers and be a safe place to ask questions without feeling judged.Reach Out Before Big Decisions — The most value comes from calling your financial partner before a big move, not after you've made a mess to clean up. Knowledge plus communication is the real power.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing Free Workbooks — https://pfreiworkbook.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comTraction by Gino Wickman (EOS) — https://www.eosworldwide.comEnjoyed This Episode?If David and Christina made you realize your numbers overwhelm you because no one's ever translated them, that's a fixable problem. Share this episode with an owner who dreads opening QuickBooks, and follow the show and leave a rating and review so more real estate investors can turn their numbers into real power.
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: https://weddingproceo.com/applicationIn 2025 a wedding planner made $20,000 for the entire year. Seven months into 2026 she crossed six figures. Same market, same hours in a day, four very different moves. This episode is the real breakdown, not a highlight reel: the exact changes we made with her, in order, and the pattern underneath them that most wedding pros never act on.Here's what you'll walk away with:- The four moves that scaled her from $20K to six figures, and the order they happened in- Why raising her price 63 percent brought better clients instead of fewer inquiries- The consultation shift from presenting packages to leading with discovery, and why it closes on the call- The real reason she grew: she implemented every change immediately, before she felt readyThe 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/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/20k-to-six-figures-wedding-business========================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/3ZqqPmzHeads 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.========================Support the show
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Certification programs. Licensed methodology. Other practitioners delivering your IP to their own customers. From where most expert businesses stand, infinite impact looks like a different category of business entirely, one built for people with a bigger platform, not for where you are right now.In the final episode of this series, Tara closes out the Infinite Scale Method™ with Steps seven through nine, the Infinite Impact System: the developmental sequence that turns a proven methodology into books, certification programs, licensing, AI-extended delivery, and speaking, reach that grows well beyond anything you could deliver personally.Using Donald Miller's StoryBrand and Mike Michalowicz's Profit First as real examples, Tara breaks down why the distance between where you are and where they are isn't categorical. It's developmental. You're not a different kind of business owner who needs to become someone else. You're in an earlier stage of the exact same sequence.Tara Bryan is the creator of the Infinite Scale Method™ and host of The Scalable Expert podcast. She helps expert business owners, coaches, and consultants turn their expertise into a scalable business built on a signature framework and systems that deliver results without requiring more of their time. Learn more at www.thescalable.expert and www.taralbryan.comReady to build a business your expertise deserves? The Scalable Expert Audit reveals exactly where you are in the Infinite Scale Method and what to do next. Five minutes. Instant results. Take the Free Scalable Expert Audit → If this episode was useful...Share it with one expert business owner who's hit the same ceiling.A review on Apple Podcasts helps more of the right people find the show and takes less than two minutes.→ Leave a review: Apple Podcasts→ Subscribe: Apple Podcasts · Website
En este episodio reflexionamos sobre un vínculo que muchos empresarios no siempre se detienen a cuidar: la relación con ellos mismos, con sus seres queridos y con aquello que le da sentido a todo lo que construyen. Hablamos de cómo el ritmo del negocio, las decisiones diarias y la presión por sostenerlo todo pueden ir ocupando espacios importantes, hasta desconectarte de lo que realmente necesitas y valoras. Una reflexión para mirar con más conciencia los vínculos que sostienen tu vida, no solo tu empresa, y recordar que crecer también implica cuidar aquello que no aparece en los indicadores, pero que define tu plenitud. 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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David Richter of Simple CFO opens this solo episode with a line worth sitting with: the most successful and profitable companies aren't the loudest, they're the most aligned. He unpacks how an owner's financial chaos doesn't stay contained, it ripples out to every person on the team.Getting vulnerable about his own early 20s, when he was the guy at the meetup bragging about 25 deals a month while privately struggling to pay everyone, David lays out how to build a company where everyone understands the numbers. He covers finding someone safe to talk to about money, wrangling your own money mindset, setting up a cash system, and bringing your team, especially a spouse, into the money conversation. If you make money but feel broke, this one hits home.Timeline Summary[0:30] – The core idea: the most profitable companies aren't the loudest, they're the most aligned[0:57] – The meetup dynamic of bragging about revenue and then crying in your beer about cash[1:22] – How an owner's lack of financial clarity affects every person on the team, not just them[1:59] – Creating chaos by pushing the team to do deals just to keep the account out of the red[2:19] – What you actually want: a company aligned with your vision, values, and money[2:43] – Pointing your business toward whatever financial freedom means to you[3:06] – Why nearly everyone brings money hang-ups and mindset baggage into their business[3:51] – Step one: find someone safe to talk to about money, not just a bookkeeper or CPA[4:25] – Step two: wrangle your money by defining what you need and want from the business[4:42] – Setting up a Profit First cash system so every dollar has a destination[5:03] – Step three: run money meetings with your team, even if it's just you and a spouse[5:38] – Why owners who don't know their numbers create chaos that spills into their whole life[5:57] – David's own imposter syndrome doing 25 deals a month and around $300K a year[6:25] – The one person who ever asked how they actually paid everyone, and the vulnerable answer[7:03] – There's a different path than shoveling money in to avoid going under[7:39] – Becoming the big shot who kept more money and took the trip, not who did the most deals5 Key TakeawaysAligned Beats Loud — The most profitable companies aren't the ones bragging about deal count. They're the ones where the owner and every team member are aligned on vision, values, and money.Your Chaos Spreads — When an owner runs on gut feeling and anxiety, it doesn't stay with them. It pushes the whole team into chaos, chasing deals just to keep the account out of the red.Find Someone Safe To Talk To — A bookkeeper or CPA gives you clarity but often can't help with the emotional baggage around money. Find a coach, mentor, or fractional CFO you can be honest with.Give Every Dollar A Destination — Wrangle your money mindset, then set up a cash system like Profit First so you know exactly what you make, spend, and keep before you bring anyone else in.Bring Your Team Into The Numbers — Even if your team is just you and a spouse, run real money meetings. Alignment on the numbers is what lets you keep more instead of just doing more.Links & ResourcesProfit First for Real Estate Investing Free Workbooks — https://pfreiworkbook.comSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comEnjoyed This Episode?If David's story about being the loudest guy in the room while quietly struggling made you rethink what you're chasing, that honesty is the whole point. Share this episode with an owner who's still measuring success by deal count, and follow the show and leave a rating and review so more real estate investors can build a business that's aligned instead of just loud.
En este episodio conversamos con Rogelio Gómez sobre una pregunta clave para los dueños de negocio: ¿es posible pagar un salario digno y seguir construyendo una empresa rentable? Hablamos de cómo la rentabilidad y el bienestar del equipo no tienen por qué verse como caminos opuestos, sino como parte de una visión empresarial más consciente, estratégica y sostenible. Una conversación para reflexionar sobre el verdadero costo de pagar solo para "cumplir", el impacto que tiene la compensación en la vida de las personas y cómo una empresa puede crecer sin perder de vista su responsabilidad humana. 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 Simple CFO Case Files episode, Christina Gutierrez sits down with CFO Michael Hansen, one of the earliest team members who joined right as David Richter's book launched, when Simple CFO had just 13 or 14 clients. Based in Oregon and deeply operations-focused, Michael brings a perspective most finance people don't: the conviction that most money problems are actually operational problems showing up in the bank account.Michael walks through a real client turnaround, a husband-and-wife team running a school rather than a real estate business, and how he led with trust, tackled the shame around their debt, and separated business debt from personal debt before ever touching the financials. He and Christina dig into why operations that never scale with revenue create leaks, why expense analysis is the most emotionally charged conversation, and why he focuses on daily and weekly cash before cleaning the books. If you want to see how a CFO actually thinks, this one delivers.Timeline Summary[2:03] – Michael on joining Simple CFO near the start with only 13 or 14 clients[2:58] – How the client base shifted toward owners who've found success but can't reach the next level[4:13] – Who Michael is outside the work: family, a new puppy, and the Oregon outdoors[6:06] – Why the challenges show up in predictable places even though every business differs[7:13] – His core thesis: most financial problems are operational issues showing up in the bank account[7:36] – How operations built for a $500K business break at $3 million[9:23] – Why the owner is often the bottleneck doing everything themselves[9:50] – The "way we've always done it" syndrome and the two most emotionally charged conversations[10:38] – Why expense analysis hits harder than owner's comp: decisions that outlived their usefulness[11:41] – Reading the client review and introducing the case: a school, not a real estate business[13:33] – Why he enjoys working with husband-and-wife teams despite the extra layer of emotion[15:14] – Turning the owner's comp talk into a conversation about their personal life and money dynamics[17:59] – Ripping the band-aid off the shame around debt[18:49] – Why business debt is a different animal than personal debt[22:24] – Why getting to know the client comes before pulling up the balance sheet[23:57] – Moving the client onto the in-house bookkeeping team and why that team is a differentiator[26:05] – The financial clarity assessment and whether a bookkeeper can be trained up[28:45] – The CEO habit of only looking at finances once a year at tax time[29:24] – Why two meetings a month builds the habit and keeps momentum[30:41] – Books that read like a children's storybook instead of a medical journal[34:35] – His advice: get cash under control first, because Profit First only needs a bank account5 Key TakeawaysMost Money Problems Are Operational — Financial challenges usually trace back to operations that never scaled with the business. A system built at $500K in revenue quietly leaks cash at $3 million.Build Trust Before Financials — With a husband-and-wife client carrying shame around debt, Michael led with candid, graceful conversation and buy-in first. The financials came only after both partners felt heard.Business Debt Isn't Personal Debt — Applying personal-debt shame to business decisions locks a company down. Separating healthy leverage from hung-on debt gives owners permission to move forward.Expense Analysis Is Emotional — The hardest conversation isn't owner's pay, it's cutting expenses tied to old decisions owners are attached to. The question is what's still earning its keep.Get Cash Under Control First — Profit First needs only a bank account, not clean books. Michael tightens daily and weekly cash before cleanup, using the financials to find the holes draining it.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing Free Workbooks — https://pfreiworkbook.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comEnjoyed This Episode?If Michael's idea that your money problems are really operational problems made you look at your own bank account differently, that reframe is worth sitting with. Share this episode with an owner whose systems never grew with their revenue, and follow the show and leave a rating and review so more investors can find these Case Files.
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: https://weddingproceo.com/applicationRight now someone is on your website loving your work, hunting for a price, and hitting the back button when they cannot find one. This episode is about the clients you are losing without ever knowing they were there, and why hiding your pricing is quietly costing you more than you think. I walk through a warm lead that slipped away in real time, the consultation ghosting that looks like a sales problem but is not, and the three-step fix that changes your conversion rate.Here's what you'll walk away with:- Why hidden pricing loses leads you never even see, and how to stop the invisible leak- The real reason great consultations still ghost, and how pricing up front makes the close easy- The three-step fix: a price range on your website, pricing in your first email, and closing on the callThe 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/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/pricing-on-your-website========================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/3ZqqPmzHeads 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.========================Support the show
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En este episodio reflexionamos sobre una pregunta profunda para cualquier dueño de negocio: ¿estás pagando salarios solo para que tu equipo sobreviva o para que también pueda prosperar? Hablamos de cómo el salario digno no es solo un tema de números, sino de responsabilidad, conciencia empresarial y visión a largo plazo sobre el tipo de empresa que estás construyendo. Una reflexión para mirar la compensación desde una perspectiva más humana y estratégica, entendiendo que una empresa sólida no solo busca crecer en ventas, también busca generar bienestar, compromiso y una mejor vida para quienes la hacen posible. 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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Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout.Shop now at https://www.wearfigs.com/———————————————————————UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club———————————————————————If you have ever looked at a strong income and still wondered why money feels tight, you are not alone and you are not broken. We sit down with Dr Andy Egwim GP and founder of Money Wise Doctor, to unpack how clinicians can turn earnings into lasting wealth through financial literacy, tax efficiency, and a system that actually gets executed. Andy shares the real story behind reaching financial independence, why he still keeps a small hand in clinical work, and what “time freedom” looks like when it is earned rather than fantasised about. We get practical on the UK personal finance essentials that move the needle: understanding the UK tax system, using tax efficient investing wrappers like ISAs and SIPPs, and claiming allowable professional expenses so you stop donating money to HMRC by accident. Then we break down Andy's favourite framework, AMAS (Automated Monthly Allocated Saving System), which replaces fragile budgeting with automation. Whether you are paying off high interest debt, building a proper emergency fund, or investing for compounding growth, the goal is the same: make saving and investing happen in the background. We also tackle the debate that never dies: mortgage vs investing. Andy explains why the type of debt matters, why a 35% credit card balance is not comparable to a low rate mortgage, and how risk tolerance and sleep-at-night peace of mind should influence your plan. We round out with values-based spending, lifestyle creep, and a Profit First style approach to paying yourself properly if you run a practice or a side business.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us Fan Mail
Have you ever built something you love, poured years into it, and never once stopped to ask what it's actually worth? Most business owners haven't. And that one blind spot could cost them everything they worked for. In this episode of The Happy Hustle Podcast, I sit down with Michael Sauer also known as Bone, an exit planning expert who has helped guide business transactions up to a hundred and twenty million dollars. He works with business owners to figure out exactly what their company is worth today, what it could be worth years from now, and how to make it as sellable as possible before life forces the decision for them. You can find him and his work at kandemlaw.com. What makes this episode matter is the timing. Bone dropped some numbers on me that stopped me in my tracks, and I think they'll do the same for you. Only twelve to twenty percent of businesses that go up for sale actually sell. Of the ones that do sell, half go for less than the owner needed. And here's the gut punch. Only five percent of business owners are actually happy with what they walked away with after the sale. Five percent. That's not a small gap, that's a system that's broken for almost everyone going through it. Here's what stuck with me most from our conversation. Fifty percent of businesses get sold involuntarily. Health issues, family emergencies, burnout, none of us plan for these things to force our hand, but they happen. Bone's point is simple. Build your business to be sellable now, not someday, so you're never caught off guard. It takes years to sell right, not months. Most owners come to Bone wanting to sell within twelve months. He tells them straight up that's not enough time. Three years minimum, five years ideal, if you actually want top value. The number on paper isn't the number in your pocket. Broker fees, attorney fees, capital gains tax, they all take a bite. Sell for ten million without a real tax strategy and you might walk away with seven. Bone's advice is to reverse engineer the number you actually need and plan backward from there. Seventy nine percent of business owners regret selling within a year. Not sadness. Not stress. Profound regret. That statistic alone is why proactive planning matters so much more than people realize. Profit First is one of the simplest financial moves you can make. If you haven't implemented it in your business yet, Bone calls it the number one financial hack for owners. Set money aside before you spend it, not after. We also got into the fun stuff. I put Bone through my rapid fire round and got some real answers. Taco Bell is his go to food, his spirit animal is a bald eagle, and his best piece of legal advice might be the most important thing you hear in this whole episode. Hire an attorney before you need one. We also talked about family, gratitude, and what it means to build a life you're proud of, not just a business that sells well. This episode is a reminder that hustle without a plan is just motion. You can work hard for twenty years and still leave money and peace of mind on the table if you never stop to ask the right questions. Bone's whole approach is about giving business owners confidence and security, so when the moment comes to sell, they're ready instead of scrambling. If you're ready to start thinking ahead instead of playing catch up with your own business, this conversation is going to hit home. Go listen to the full episode at https://happyhustle.com/podcast. It just might be the reset you didn't know you needed. Connect with Michaelhttps://www.linkedin.com/in/sellonyourterms/ Find Michael on this website: https://kandem.com/ Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.tiktok.com/@caryjackhttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, https://www.thehappyhustle.com/book Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course @ https://thehappyhustle.com/thejourney/ Apply to the Montana Mastermind Epic Camping Adventure @ https://thehappyhustle.com/mastermind/ “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsors: Kiln Your environment shapes your energy and your results. That's why we're proud to partner with Kiln, a premium workspace experience designed to help you work smarter, connect with amazing people, and elevate your lifestyle. From co-working and private offices to meeting rooms and event spaces, Kiln (https://kiln.com/) has everything you need to thrive. Mention "Happy Hustle" for a special hookup! =================================================================== If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all night If you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at https://www.bioptimizers.com/happy and use code HAPPY10 for 10% OFF. =================================================================== My Green Mattress If you've been waking up with back pain, feeling stiff, or just not getting that deep, quality sleep. This might be what you're missing: My Green Mattress. It's made with clean, non-toxic, and eco-friendly materials, so you're not just sleeping better, you're sleeping healthier too. The comfort and support are on another level, and you can really feel the difference night after night. If you're ready to invest in better sleep and better recovery, check it out at https://thehappyhustle.com/mygreenmattress =================================================================== Ozlo Sleep If you've been struggling to fall asleep, stay asleep, or just wake up feeling actually rested, let me put you on to something that's been a total game-changer: Ozlo Sleep. These aren't your typical sleep buds. They're designed to block out noise and help your brain fully relax, so you can drift off faster and stay in deep, uninterrupted sleep. Perfect if you're a light sleeper or just want that next-level rest. If you're ready to upgrade your sleep and wake up feeling recharged, check out https://ozlosleep.com and save $80 OFF using code HAPPY.
David Richter of Simple CFO tackles a question that trips up nearly every real estate investor in this solo episode: how much should you reinvest into the business versus take out for yourself? His blunt take is that "I want to reinvest back into my business" is often just code for not knowing where your money is going.Using the Profit First framework he wrote about in Profit First for Real Estate Investing, David lays out a percentage-based roadmap that works even if you're currently upside down. He walks through knowing what you make, spend, and keep, and how to shift those percentages a little healthier every quarter. If you make money but still feel broke, this one gives you a place to start.Timeline Summary[0:25] – The opening warning: if everything goes back into the business, you'll never have personal freedom[0:48] – Why "I want to reinvest" is often code for spending every dollar and hoping for profit[1:06] – The goal of a clear roadmap for what to reinvest and what to pay yourself[1:27] – The core Profit First tenet of running your business by percentages[1:46] – The first question: do you actually know how much you made last year?[2:09] – The harder questions of what you spent and what you actually kept[2:27] – Starting where you can, whether that's a 50/50 or 70/30 split[2:54] – Why it's so easy in real estate to spend private lender money on the business instead of the project[3:15] – What to do if you're upside down with no profit at all[3:43] – The simplest starting move: cut from 110% spending to 99% and send 1% to yourself[4:22] – Building the habits of a wealthy business owner over chasing more revenue[4:43] – Improving quarter over quarter from 99/1 to 95/5 to 90/10[5:17] – Mapping the journey from 110% down to a healthy 70/30 or 60/40 split[5:38] – Why the hardest part is honestly knowing where you are right now[5:58] – Using expense analysis and intentional deals to keep more of what you make5 Key TakeawaysReinvesting Everything Isn't A Strategy — Pouring every dollar back into the business usually means you don't know your numbers. Without a plan to pay yourself, you'll make money and still feel broke.Run Your Business By Percentages — Know exactly what you make, what you spend, and what you keep as percentages. That clarity is the foundation of the entire Profit First system.Start Where You Are — If you're spending 110% and upside down, cut to 99% and pay yourself 1%. The exact number matters less than building the habit of paying yourself first.Improve A Little Every Quarter — Move from 99/1 to 95/5 to 90/10 and keep going. Small, steady shifts get you to a healthy 70/30 or 60/40 split without a painful overhaul.The Hardest Part Is Knowing Where You Are — Most owners avoid an honest look at their numbers. Facing what you truly make, spend, and keep is the first real step toward keeping more.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comEnjoyed This Episode?If David's roadmap gave you a place to start even though your percentages feel upside down, that first 1% to yourself is the move that changes everything. Share this episode with an investor who reinvests every dollar and wonders where it all went, and follow the show and leave a rating and review so more real estate investors can start keeping more of what they make.
En este episodio hablamos de cómo estandarizar los procesos críticos que hoy dependen de ti para que la empresa pueda operar con más orden, claridad y autonomía. Descubrirás por qué muchos dueños de negocio siguen siendo el "manual viviente" de su empresa: todos preguntan, todo se valida con ellos y cada decisión importante termina pasando por su cabeza. Una conversación para entender cómo documentar procesos, definir responsables y crear sistemas repetibles puede ayudarte a reducir errores, liberar tiempo y construir una empresa que funcione sin depender de tu presencia constante. 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 serious about hitting 6 or 7 figures without sacrificing your life, book your FREE Gap Assessment with our team: https://weddingproceo.com/applicationYou already know who on your team needs to go, and you've probably known for months. This episode is about what keeping them costs you, because it is so much higher than the discomfort of the hard conversation. I walk through the hidden costs to your A players, your clients, and your cash, the honest reasons we keep people too long, and the exit plan that lets you control the timing instead of getting blindsided. Here's what you'll walk away with:- The three hidden costs of keeping an underperformer, including the one that can break your business- Why "get through busy season," "I feel bad," and "I don't have time" keep you stuck, and how to reframe each one- How to build YOUR exit plan (cross-cover the role, hire before they're gone) so the break happens on your terms 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/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/keeping-a-bad-employee-too-long======================== 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/3ZqqPmzHeads 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.========================Support the show
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Money in your business bank account is not always money that is available to spend.Some of it may already be committed to vendors, subscriptions, credit-card payments, taxes, and other upcoming obligations. Without a clear system for tracking those expenses, even a profitable business can find itself struggling to pay bills on time.In this episode of It's the Bottom Line That Matters, Jennifer R. Glass and Patricia Reszetylo discuss practical ways small-business owners can organize their accounts payable, protect money designated for expenses, and avoid being surprised by recurring bills and annual renewals.Jennifer and Patricia discuss:The difference between accounts payable and accounts receivableGrouping and scheduling recurring business expensesKeeping money for upcoming bills separate from general operating fundsTracking annual subscriptions before they automatically renewReviewing when credit-card statements close and payments become dueUsing vendor payment terms without paying bills lateWhy cash visible in an account may already be committedHow separate bank accounts can make financial obligations easier to manageThe conversation also touches on concepts associated with Mike Michalowicz's Profit First, particularly assigning money to specific purposes and using separate accounts to reduce the temptation to spend funds that are already committed.Jennifer also explains how the timing of a credit-card billing cycle may provide additional time before cash leaves the business. This approach should only be used when the money needed to pay the charge has already been reserved and the credit-card statement will be paid in full. Payment timing should not be used to conceal a cash shortfall, carry unaffordable debt, or spend money that will be needed when the bill becomes due.The goal is not simply to delay expenses. It is to understand what the business owes, when each obligation is due, and whether the cash will be available when payment is required.Good accounts-payable management helps a business protect its cash flow, avoid unnecessary fees and interruptions, and make more deliberate financial decisions.This episode provides general business information and is not individualized accounting, tax, legal, or financial advice. Consult an appropriate professional regarding the needs of your business.
En este episodio hablamos de lo que cambia cuando tu empresa deja de depender de tu memoria, tus recordatorios y tu capacidad de estar pendiente de todo. Descubrirás por qué muchos negocios operan con información dispersa, acuerdos verbales y pendientes que solo viven en la cabeza del dueño, generando errores, retrasos y desgaste constante. Una conversación para entender cómo documentar, ordenar y crear sistemas claros puede ayudarte a liberar carga mental, mejorar la operación y construir una empresa que funcione con más estructura, incluso cuando tú no estás encima de cada detalle. 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.
Are you wondering how to build a profitable business without investors while staying true to your values and your vision? What if you could grow a multi-million-pound company, remain profitable every single year, and never rely on venture capital? In this episode, we explore how to build a profitable business without investors through the remarkable journey of Debbie Zaman, founder of the award-winning technology PR agency With. Debbie bootstrapped her business to approximately £2 million, maintained profitability for 16 consecutive years, and ultimately transitioned ownership to her employees through an employee ownership model. This conversation offers a practical blueprint for female founders who want to build sustainable, profitable businesses without sacrificing control or long-term purpose. Rather than chasing funding, Debbie shares why specialization, disciplined financial management, profit-first thinking and building a strong company culture became the foundations of her success. Together with Geeta Sidhu-Robb, she also explores The Bootstrap Bargain™—the trade-offs and freedoms that come with building without outside capital. What You'll Learn • How to build a profitable business without investors from day one • Why bootstrapping a profitable business can create greater long-term freedom • How specializing in a niche helped grow a successful service business • Why profit matters more than turnover for sustainable growth • The lessons behind maintaining profitability for 16 consecutive years • Why Debbie chose an employee ownership business model instead of a traditional exit 00:00 Why Building Without Investors Still Wins 01:34 Meet Debbie Zaman and Her £2M Business 02:29 Why She Chose to Bootstrap Instead of Raise Capital 04:32 The Bootstrap Bargain for Female Founders 10:43 Why Specialising Grew a Stronger Service Business 12:08 Profit First: 16 Years Without a Loss 14:30 Why She Chose an Employee Ownership Model 17:45 Purpose-Led Culture and Hiring Great People 19:36 Business Lessons Every Founder Should Know 22:02 Financial Discipline and Profitable Growth 23:19 How to Scale Without Venture Capital 26:12 Why Profit Matters More Than Turnover 28:08 Final Advice for Female Founders About Debbie Zaman Debbie Zaman is the Founder and CEO of With, an award-winning technology PR agency, and the Global President of the With Global Alliance, an international network of technology PR agencies. She is also a mentor for future women leaders, an angel investor in female-founded businesses and a founding member of Chief UK, the network for executive women. Her experience demonstrates that female founder business growth does not have to depend on venture capital. Instead, this episode explores sustainable entrepreneurship built on profitability, strategic focus, long-term thinking and founder ownership. Whether you're building your first business, scaling a service company or considering the future legacy of your organization, Debbie's insights offer practical lessons grounded in real entrepreneurial experience. Ready to Discover What's Holding Your Business Back? Apply for your free Bootstrap Diagnostic:
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Today we have authors Mike Michalowicz and Shawn Van Dyke talking about Profit First as a methodology for contractors among other topics.Sponsors:Cycle CPAKnowledge Tree Consulting Smart Growth EventPatioSEOHow to Hardscape HeadquartersRegister for HNA and Use Code: HTH for 50% Off
Joey Hart spent 25 years in corporate America as an engineer, product manager, and salesman before going all in on real estate as a HomeVestors "We Buy Houses" franchisee in early 2025. What makes his story different is that he ran Profit First from deal number one, before he ever made a mistake he'd need it to catch.In this episode Joey is refreshingly candid about a first deal that lost him over $50,000, a later flip that netted him around $100,000, and how a purpose bigger than money kept him steady through both. He breaks down his multiple-exit-strategy underwriting, how his CFO pushes him on gross margin targets, and why an engineer's risk-averse mindset made Profit First feel like a system that saves you from yourself. If you're eyeing the jump from corporate to real estate, this one is for you.Timeline Summary[2:04] – Why Joey left a lucrative corporate sales career to buy a real estate franchise[2:43] – His winding path from engineer to product manager to sales to house flipping[3:30] – Discovering franchising as a way to accelerate his rental portfolio goal[4:20] – Going all in because he couldn't build the business alongside a W2[5:09] – Whether he regrets the leap, and the freedom and impact that answer it[6:19] – The expensive first deal bought at a meetup with everything pre-arranged for him[7:23] – Holding that property 13 months with budget overruns and a market shift[8:07] – Reframing a small fortune lost as an accelerated real estate education[10:29] – His current underwriting: evaluating every property with multiple exit strategies[11:49] – How his CFO pushed him from the 70% rule to real gross margin targets[13:28] – The flip where staging and opening a pool netted him around $100,000[14:50] – What working with a CFO who knows real estate actually looks like[15:42] – Being challenged to take a paycheck and stop hoarding the profit account[17:37] – Running Profit First from day one after learning it in HomeVestors training[18:41] – Why the alternative was being out of business or never paying himself[21:03] – Building a cash flow projection to decide whether he can buy a house right now[23:23] – Adjusting to unpredictable income after decades of steady corporate paychecks[24:50] – What he had to unlearn, and the corporate skills that transferred over[27:35] – His advice: know how to run a business, not just do real estate deals[28:39] – Why you need a purpose beyond money to survive the hard times5 Key TakeawaysStart Profit First From Day One — Joey never ran his business any other way. Implementing the system before his first deal meant that when a deal went south, his cash was already where it needed to be.Underwrite Multiple Exit Strategies — Every property gets evaluated as a wholesale, a light cosmetic flip, and a full retail flip. Knowing the value of each exit keeps one bad deal from trapping you.A CFO Sharpens Your Numbers — His CFO moved him off a generic 70% rule to real gross margin targets and floors. Accountability from someone who knows your financials changes how you buy.Keep Losses In Perspective — A $50,000 loss on deal one and a $100,000 win later are both just part of the beast. If Joey had quit after the loss, he'd never have reached the win.Purpose Carries You Through — Chasing money alone won't hold you up when a deal costs you $50,000. A deeper why is what lets you trust the direction and keep going through the hard times.Links & ResourcesHomeVestors (We Buy Houses) — https://www.homevestors.comSimple CFO — https://simplecfo.comProfit First for Real Estate Investing Free Workbooks — https://peiworkbook.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comEnjoyed This Episode?If Joey's honesty about losing $50,000 on his first deal and coming back from it gave you the nerve to keep going, that's exactly the point. Share this episode with someone weighing the jump from a corporate job into real estate, and follow the show and leave a rating and review so more investors can hear stories like this one.
David Richter of Simple CFO opens this solo episode with a hard truth: downturns don't kill businesses, unprepared owners do. Drawing on the memory of the 2008 real estate collapse, he lays out how to build a business that survives whatever comes, whether it's a market crash or a personal emergency.This episode is a practical playbook for lean times, covering the cash system that names every dollar, the quarterly expense analysis that trims fat before you're forced to, and how to manage debt and vendor rates before they choke your cash flow. If you want to prepare proactively instead of scrambling reactively, this one gives you the moves.Timeline Summary[0:25] – The opening premise: downturns don't kill businesses, unprepared owners do[0:58] – Why businesses that only work when the sun is shining get stress tested and break[1:25] – It's not just market crashes: a personal downturn like a hospital stay can end a business too[1:44] – Preparation as part of your operating system, not your only focus[2:07] – Move one: have a Profit First system that gives every dollar a name[2:38] – Move two: manage expenses and know every dollar going out the door[3:02] – The quarterly expense analysis and how to run it[3:18] – The PRU framework: mark each expense profitable, replaceable, or unnecessary[4:05] – Why you should trim the fat when times are good, not when you're forced to[4:39] – Being proactive versus reactive with cutting costs[5:00] – Managing debt, including converting short-term loans to long-term when a flip becomes a rental[5:25] – Reaching out to creditors and vendors to negotiate rates down[5:42] – Leaning into what actually makes the real money, not what you think makes it[6:04] – The fix-and-flip trap of squeezing a deal that would've been better wholesaled[6:42] – The goal in a downturn is to survive, and preparation is what lets you thrive5 Key TakeawaysPreparation Is The Real Protection — Downturns don't sink businesses on their own; unprepared owners do. Build survival into your system before you need it, not after.Give Every Dollar A Name — A Profit First cash system tells you what you make, spend, and keep. When you know where every dollar goes, you can weather a lean stretch far better.Run A Quarterly Expense Analysis — Print your expenses every quarter and mark each one profitable, replaceable, or unnecessary. Cutting the unnecessary before a crisis is discipline, not desperation.Trim The Fat When Times Are Good — Anyone can cut costs in a downturn out of necessity. The disciplined owner leans out the business proactively while the going is still good.Manage Debt Before It Chokes You — Debt quietly drains cash, especially short-term loans on properties that became rentals. Refinance to long-term money and negotiate rates with creditors and vendors.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comGet your FREE Profit First for REI Workbook: https://pfreiworkbook.com/Enjoyed This Episode?If David's line about trimming the fat when times are good made you want to pull your expense report right now, that's the proactive move that separates survivors from scramblers. Share this episode with an investor who only prepares once trouble hits, and follow the show and leave a rating and review so more real estate investors can build businesses that last through any cycle.
Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we chat with Julie Herres of GreenOak Accounting about how there's still good money to be made in private practice, and what you need to know to make it. We discuss: Profitability and intentionality, and what it takes to stay on track Rate changes and cost of living changes impacting group practices How Julie would respond to practice owners who are feeling the squeeze right now Setting up the financials for a healthy practice Compensation for pre-licensed vs. fully licensed clinicians Julie and Liath's predictions for the trend to swing away from VC-backed therapy platforms and back to smaller group practices What group practices can bring to the table that these platforms can't Metrics to track to be able to make informed and aligned decisions in the short, medium, and long-term The value, in time, money, and cognitive overhead, in outsourcing to a trusted expert Julie's upcoming event in September for group practice owners, Group Practice Con Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. Resources: Therapy for Your Money Podcast — Hosted by Julie Herres, founder and CEO of GreenOak Accounting, this podcast helps private practice owners understand their finances, improve profitability, and make confident, data-informed business decisions. GreenOak Accounting for Mental Health Professionals — Specialized accounting and financial guidance for therapists and mental health practices, with services designed to support solo practitioners, group practices, and practice owners navigating growth and expansion. Profit First for Therapists by Julie Herres — Julie's practical, therapist-specific adaptation of the Profit First framework, designed to help practice owners build profitability into their financial systems, pay themselves appropriately, and create a more sustainable practice. Group Practice Con 2026 (Sold Out!) — A tactical, growth-focused conference for established group practice owners, co-hosted by Julie Herres and Joshua Brummel. The 2026 event takes place September 9–11 in Chicago and is currently sold out, but practice owners can join the waitlist through the conference website. PCT Resources: Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC Device Security Suite: assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) Remote Workspace Security Suite: assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more HIPAA Risk Analysis & Risk Mitigation Planning service for mental health practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health practice, and a mitigation checklist to help you reduce your risks. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training
En este episodio hablamos de la plenitud del empresario y de cómo construir una vida con sentido mientras también construyes una empresa sólida, rentable y profesional. Descubrirás por qué el éxito empresarial no debería medirse solo en ventas, crecimiento o resultados, sino también en la calidad de vida, la libertad, la conexión y el propósito que estás creando en el camino. Una conversación para reflexionar sobre cómo hacer que tu empresa deje de absorber tu vida y empiece a agregarle valor, equilibrio y dirección a lo que realmente importa. 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 if your business is making more money, but you're still not keeping any of it?In this episode of the Know Your Numbers Podcast, Chris McCormack sits down with David Richter, founder and CEO of Simple CFO and author of Profit First for Real Estate Investing, to break down the financial systems that help business owners take control of their cash.David shares his journey from working in real estate and helping scale a company to 25 deals per month while spending the equivalent of 26 deals to discovering the importance of cash flow management and building a system that helps business owners actually keep the money they make.Whether you're a real estate investor doing your first deal, running multiple deals per month, or operating a completely different type of business, this conversation offers practical ideas for gaining clarity and taking control of your finances.If you found this episode valuable, like, follow, and share the podcast with another business owner who needs to get better control of their money.••••••••••••••••••••••••••••••••••••••••••••To connect with David, visit his Social Media Platforms:Facebook: https://www.facebook.com/david.richter.395/Instagram: https://www.instagram.com/thedavidrichter/LinkedIn: https://www.linkedin.com/in/david-simple-cfoWebsite: https://simplecfo.com/••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/booking-calendar/better-books-consultation••••••••••••••••••••••••••••••••••••••••••••Connect with Better Books on Social MediaFacebook: https://www.facebook.com/betterbooksaccounting.coInstagram: https://www.instagram.com/betterbooksaccounting.co→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@betterbooksaccountingThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
#740: Paula and Joe rarely butt heads — but a caller's side hustle, which pulled in $5,500 in a single day, sparked their most heated disagreement in months. This week's mailbag: a couple weighing an early retirement built on $1.2 million, a wedding-dress side hustle deciding whether to go all in, and a listener whose small stock investment turned into a $25,000 tax puzzle. In this episode, we discuss: How to build a bucket strategy so you can retire early and still stay aggressive with your portfolio The real markers that tell you it's time to go back to work — not just a number How one listener turned a marketplace side hustle into a $5,500 day When to leave a stable paycheck for a growing side business, and when to wait Why a popular plan to gift a winning stock to your kids usually backfires Whether it's worth paying taxes now to raise your stock's cost basis Where a single winning stock belongs — taxable, Roth, or a solo 401(k) Whether you're weighing an early exit from a stable career, deciding if your side hustle is ready to become your main hustle, or holding a stock that's grown far beyond what you expected, this episode will help you think through the tradeoffs before you act. ⏱️ TIMESTAMPS Note: Timestamps may vary slightly depending on dynamic ad placements. (00:00) Why a winning stock can turn into a tax trap (02:23) A $1.2M portfolio and a plan to retire by 45 (07:45) Why an aggressive portfolio needs a cash cushion first (16:49) The real signal your plan isn't working (24:25) A side hustle that made $5,500 in one day (33:51) Quit now or wait — two strong arguments (39:51) The book that could save a new business (54:09) A $200 stock that grew into $25,000 (01:01:08) The tax rule that blocks gifting stock to your kids (01:12:59) A hidden tax that kicks in above $250,000 income
On today's episode, Dr. Mark Costes is joined by Brent Saunier and Chris Sands of Pro-Fi 20/20 and Phase One Dental CPAs for a practical conversation on cash flow planning inside the dental practice. Instead of focusing only on tax strategy, they break down how practice owners can use accounting data, Profit First principles, and daily transfers to better understand where money is going and give every dollar a clear purpose. Brent and Chris walk through the importance of separating funds into dedicated accounts for payroll, labs and supplies, marketing, rent and loans, consulting, CE, travel, profit savings, owner distributions, and taxes. They also explain how this system can help doctors reduce cash flow stress, avoid surprise tax bills, manage credit cards more intentionally, and build stronger financial habits that support long-term practice growth. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.profi2020.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
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: https://weddingproceo.com/applicationYou keep asking me for a follow up script, and I keep telling you no. This week I'm answering the question I get more than any other: what do I say when a couple goes quiet after a consultation? The short answer is nothing, because a script was never the problem. I'm walking you through why your consultation is ending without a clear next step, how to book that next step on the call itself, and what an actual personal follow up sounds like when you do need to send one.Here's what you'll walk away with:- Why a follow up script cannot fix a consultation that ends without a clear next step- The exact question to ask before a couple leaves the call, and how to book a follow up date on the spot- What a personal, transcript-specific follow up looks like compared to a generic template 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/3lTKLb4 ======================== EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/wedding-consultation-follow-up========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZqqPmz 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.========================Join the Beyond Prompts Boot Camp here!!!Support the show
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: https://weddingproceo.com/applicationYou want to stop doing weddings and still pay yourself well, and it feels impossible because those two things don't arrive at the same time. In this episode Brandee walks through the real build behind her own freedom: the contractor bottleneck, the salary trade she made on purpose, hiring up one role at a time, and the middle-season framework that reframes why building feels like going backward. Then she hands you three questions to decide your own path.Here's what you'll take away:- Why you can't have time freedom and financial freedom at the same time, and the middle season where you trade one for the other- What "hiring up" means: every hire has to remove a responsibility entirely, not just reduce it- The three questions to answer before you build: what you want in three years, what you're willing to trade, and what season you're inThe 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/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/time-freedom-vs-financial-freedom========================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/3ZqqPmzHeads 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.========================Join the Beyond Prompts Boot Camp here!!!Support the show
You know what your business brought in last month. The harder question, the one most spa owners cannot answer, is what you actually kept, and whether any of it reached you. That gap is where talented owners stay stuck for years, working at full capacity and still unable to pay themselves with any confidence. This week Daniela gets into why wanting profit does not make you greedy, and the Profit First approach that changed how she paid herself. She walks through the three numbers every spa CEO needs to see and the belief sitting underneath all of them. This is the same money work that anchors Growth Factor® Implementation, where you build a financial dashboard that shows you what your business actually keeps. If you have ever finished a strong month and still felt unsure whether you could pay yourself, this episode is for you. In this episode, we discuss: - why the money your business makes and the money you keep are two different numbers - the three numbers that tell you what is actually true about your profit - the Profit First method for paying yourself before the month spends it for you - how seeing your money split into buckets in real time ends the tax-season surprises - why wanting profit makes you a steward of your business, not the bad guy - what your team learns about your values from watching what you do with money - how one spa owner found a service she'd stopped promoting held more than double the profit of her signature one - the one exercise to run before the week is out Want to break past $25K–$35K months without adding more treatment hours? Watch The Systems Shift and learn how 600+ spa owners are scaling into their Spa CEO role (without sacrificing family time or sanity).
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