Podcasts about Virtual CFO

In today's rapidly evolving financial landscape, small business CFOs are navigating complexities that demand more than spreadsheets and manual processes.In this episode of The Modern CPA Success Show, Ahikam Kaufman, co-founder and CEO of SafeBooks AI, explains how AI is transforming financial operations, enhancing data integrity, and streamlining decision-making. With over 20 years of experience in Fintech and corporate finance, Ahikam shares practical insights on using technology to elevate CFO strategies beyond traditional boundaries.From automating transaction monitoring to strengthening financial data governance, Ahikam discusses real-world solutions that empower CFOs to focus on strategy rather than spreadsheets. His expertise sheds light on how AI-driven automation reduces errors, improves efficiency, and creates room for deeper financial insights. Tune in now if you're ready to take your financial processes to the next level and ▶️ SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam KaufmanEpisode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/ QuotesAhikam Kaufman - "Automation and AI should be your best friends. Whatever can be automated should be automated."Tom Wadelton: "The biggest value we can provide to clients is not just doing the work faster, but doing it more accurately and catching issues before they become bigger problems."Adam Hale - "There's a lot of different tools out there, but really just start with understanding what the problem is first and then attack it from that direction."Ahikam Kaufman is the CEO of SafeBooks AI, a technology executive with deep expertise in Fintech, SaaS, business operations, and corporate finance. He has led and scaled global businesses, using technology to streamline financial processes and drive growth. At SafeBooks AI, he empowers small business CFOs to optimize decision-making through AI-driven solutions.Website: http://www.safebooks.ai/Facebook: https://www.facebook.com/ahikam.kaufmanLinkedin: https://www.linkedin.com/in/ahikam-kaufman-688310/_________________________________________________________________________________________The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://the-modern-cpa-success-show.simplecast.com/  Facebook: https://www.facebook.com/vcfobyanders  Linkedin: https://www.linkedin.com/company/vcfobyanders/ Instagram: https://www.instagram.com/vcfobyanders YouTube: https://www.youtube.com/@vcfobyanders   X: https://x.com/vcfobyanders ________________________________________________________________________________________Tom Wadelton is a Virtual CFO at Summit CPA Group, bringing

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As businesses emerge from tax season, many ask: How can I maximize profits and minimize taxes for next year? John Scott, an Anders CPAs + Advisors partner, sits down to enlighten us. John has been working with Anders since 1992, leading the firm's legal industry efforts for the Virtual CFO team. He effectively uses key performance metrics to offer dedicated resources, financial insight, and critical thinking to help law firms address complex issues. John is on a mission to help his clients understand what's going to happen based on current data. How does he achieve this? By accessing financial records and reconciling cash flows on a weekly basis… In this episode, we cover: How to make data-driven decisions. How to stay in sync with your cash flow curve. Ways to determine your “working capital”, and how to build cash reserves. Key factors that every business owner should know. To learn more about John and his work with Anders CPAs + Advisors, click here now! Episode also available on Apple Podcasts: http://apple.co/30PvU9

When the time comes to consider selling, it's easy to feel buried in uncertainty and daily chaos. How do you prepare your business for sale?In this episode, Tom Wadelton and Adam Hale from Summit Virtual CFO by Anders walk you through what it really takes to prepare your business for sale. They share straightforward insights into how to think beyond putting out daily fires and start making strategic moves that increase the value of your business. Adam and Tom break down key valuation metrics like EBITDA, what buyers are really looking for, and how documenting your business's financial story today can add real dollars to your sale price down the road. You'll also hear real talk about succession planning, seller financing, and how to remove yourself from the center of your business so it runs smoothly without you.Tune in now and start building a business that's ready for whatever comes next.▶️ Preparing Your Business for SaleEpisode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/QuotesTom Wadelton: "Having clear financial benchmarks and industry comparisons can significantly enhance the perceived value of your business when preparing it for sale."Adam Hale - “To effectively prepare for a sale, businesses must proactively document their financial narratives and regularly track unusual items, ensuring clarity when potential buyers examine financial statements.”_________________________________________________________________________________________The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://the-modern-cpa-success-show.simplecast.com/  Facebook: https://www.facebook.com/vcfobyanders  Linkedin: https://www.linkedin.com/company/vcfobyanders/ Instagram: https://www.instagram.com/vcfobyanders YouTube: https://www.youtube.com/@vcfobyanders   X: https://x.com/vcfobyanders _______________________________________________________________________________________Tom Wadelton is a Virtual CFO at Summit Virtual CFO by Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.Website: https://www.summitcpa.net/   LinkedIn: 

Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's about understanding where your decision-making capabilities are.” - Jamie NauIn this episode of The Creative Agency Success Show, Jamie Nau and Jody Grunden pull back the curtain on how small business owners can move from just getting by to truly thriving. They've spent the last eight months crafting a maturity model designed to help you assess where your business stands in five key areas: cash management, forecasting, profitability, sales outlook, and financial reporting. But here's the thing—it's not about being perfect. It's about having a clear path forward.Imagine being able to make decisions with confidence, knowing you're moving in the right direction. That's the power of understanding where your business currently stands and what small but impactful steps you can take next.So, what's your next move? Tune in now and start building a business that works for you—not the other way around.▶️ What's a Maturity Model Anyway?Find more podcast episodes on our website: http://www.summitcpa.net/podcasts Episode resources:●       Summit Virtual CFO by Anders website: https://www.summitcpa.net/ ●       Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-news. ●       Digital Dollars and Cents: A Virtual CFO's Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audiobook! Download it here: https://vcfo.summitcpa.net/ddc   _________________________________________________________________________________________The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, the podcast dives into essential financial strategies for scaling creative agencies. With insights from industry experts and real-world experiences, episodes explore topics like cash flow management, forecasting, and financial maturity models. Backed by Summit Virtual CFO Services by Anders, this bi-weekly show provides actionable guidance for business owners navigating financial complexity. Join the conversation to build a stronger, more financially successful agency.Website: https://the-virtual-cpa-success-show-for-creative-agencies.simplecast.com/   Facebook: https://www.facebook.com/vcfobyanders   Linkedin: https://www.linkedin.com/company/vcfobyanders/  Instagram: https://www.instagram.com/vcfobyanders  YouTube: https://www.youtube.com/@vcfobyanders   X: https://x.com/vcfobyanders ________________________________________________________________________________________Jamie Nau, Summit Virtual CFO, is a seasoned financial expert with a deep understanding of business growth sta

Many firms find themselves delivering outsourced accounting but struggling to break into true advisory work. In this episode of The Modern CPA Success Show, Amy Bridges, Senior Manager of CAS Professional Services at CPA.com, shares how firms like yours can build a thriving CAS practice that's scalable, efficient, and impactful.Amy's journey into the world of CAS is anything but ordinary. With a background in mathematics, software, and education, she brings a unique perspective to how firms can leverage technology and structured methodologies to optimize their services. At CPA.com, she has played a pivotal role in shaping the CAS landscape, helping firms implement frameworks that streamline their offerings and improve client outcomes.Tune in now to hear actionable strategies and learn how CPA.com is shaping the future of Client Advisory Services!▶️ How CPA.com Revolutionized CAS with Amy BridgesEpisode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/QuotesAmy Bridges - “Initially, we focused on cloud-based accounting, but CAS has evolved significantly. Now, CPA.com is helping firms transition from basic bookkeeping to proactive, valuable advisory services.”Tom Wadelton: "The educational tools provided by CPA.com ensure firms can deliver consistent advisory services, reducing confusion and enhancing client satisfaction."_________________________________________________________________________________________Amy Bridges is a seasoned professional in practice development, curriculum design, and client advocacy within the accounting industry. As a Senior Manager of Practice Development at CPA.com, she plays a pivotal role in shaping educational programs that empower CPAs for the digital age. With expertise in assessment, learning strategy, and client training, she leads the development of the Client Advisory Services (CAS) Roadmap Workshop. Her passion for innovation and strategic enablement has been instrumental in revolutionizing CAS at CPA.com.Website: https://www.cpa.com/   Facebook: https://www.facebook.com/CPAdotcom Youtube: https://www.youtube.com/user/CPA2BizVideo  LinkedIn: https://www.linkedin.com/in/amylynnbridges/ https://www.linkedin.com/company/cpa-com/  X: https://x.com/cpacom _________________________________________________________________________________________The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. Hosted bi-weekly by Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, this podcast leverages their combined expertise in delivering top-tier Virtual CFO services across North America. Each episode features in-depth conversations with industry-leading e

In this episode, we dive into the world of financial clarity and confidence with Virtual CFO Danielle Hendon. From her unexpected journey from opera singer to CPA, to her mission of transforming business owners' relationship with their numbers, Danielle shares valuable insights about what it really means to be in command (not just in control) of your business finances. Key Episode Highlights: - What a fractional CFO does and why it matters for practice owners - The critical difference between being "in control" vs "in command" of your business - Why understanding your numbers is about more than just tracking expenses - How to move from financial anxiety to confidence in your decision-making - Common challenges highly credentialed professionals face when running a business - The importance of having data-backed decisions for business growth - Simple ways to start understanding the story your numbers are telling - Why splitting up your revenue streams can transform your financial clarity - How proper financial support can help prevent burnout Memorable Quote: "Your time is going to make you so much more money in your zone of genius than trying to figure this piece out." Key Takeaway: A budget isn't meant to restrict you - it's a roadmap that guides you toward your business goals. Understanding your numbers doesn't mean giving up control; it means gaining the confidence to make better decisions for your practice's future. Danielle's Bio: Here's a concise professional bio: Danielle is a CPA and Virtual CFO who helps small business owners maximize their profits and personal income. With over a decade of corporate finance experience, she founded 4 Corners CFO after witnessing firsthand how financial expertise could make or break a business. She translates complex financial concepts into actionable strategies, enabling entrepreneurs to make data-driven decisions, establish sustainable growth, and pay themselves appropriately. Through her Breakthrough, Focused, and Comprehensive CFO services, she provides scalable financial guidance - from foundational support for emerging six-figure businesses to full-service accounting and strategic planning for established entrepreneurs. Her mission is helping business owners move from burnout to abundance by understanding and intentionally growing their profits. Find Danielle: Website LinkedIn Facebook Instagram Connect With Us: Be a Guest on the Show Thriving Practice Community Schedule Strategy Session with Tracy Tracy's LinkedIn Business LinkedIn Page Thriving Practice Community Instagram

When it comes to accounting for construction businesses, using a generic accounting program can result in more confusion than clarity. In this episode of the Cultivating Business Growth Podcast, host Katina Peters, CPA, CGMA, and Virtual CFO, sits down with John Meibers, Vice President and General Manager of Deltek ComputerEase, to discuss the real-world advantages of construction accounting programs built specifically for the industry. John brings over 30 years of experience in the construction software industry and shares his expert perspective on what contractors are missing out on when they don't use purpose-built software. From managing real-time job costing to navigating complex payroll and change orders, this episode is a must-listen for contractors, CFOs, and accounting professionals who work with construction clients.

Danielle Brooks, Founder of Pearl Business Consulting and Author of “Amplify Your Freedom”. Danielle will provide your listeners with practical information to strengthen their leadership skills and increase their business results. Amplify Your Freedom is a transformative framework created by Danielle Brooks that offers practical strategies and insights for entrepreneurs seeking to break free from the shackles of their business and regain control of their time and success. With a focus on three key pillars - hiring the right people, reclaiming time, and escaping the bondage of being held hostage by their own business - the framework provides a comprehensive roadmap to achieve sustainable business growth while reclaiming personal freedom. Through Danielle Brooks' work and expertise, individuals and business owners can expect to gain practical knowledge that translates into financial gains. Her guidance as a profit strategist helps clients streamline expenses and expand income, resulting in increased profitability and financial stability. By implementing her proven strategies, individuals can save valuable time and resources, allowing them to focus on their core strengths and business growth opportunities. In an interview Danielle Brooks will answer the following: What inspired her to empower small business owners to create freedom and flexibility in their lives? What are the essential financial systems every small business should have in place, and how do these systems impact both day-to-day operations and long-term success? Could you share some examples of how you've helped clients transition from a state of overwhelm to one of freedom? What are some key steps in that transformation? Share a success story or case study where her expertise in streamlining expenses and maximizing income resulted in significant financial gains for a client? Provide some practical tips or strategies for small business owners to incorporate rest into their routines, while still achieving financial success? Share some strategies or insights that entrepreneurs can utilize to identify new revenue streams or leverage existing ones? Elaborate on the importance of hiring the right people and improving business operations in order to achieve freedom as an entrepreneur? Many entrepreneurs struggle with delegation. What advice do you have for business owners who feel they must handle everything themselves? You've mentioned that many business owners become “hostages” to their own success. Can you explain what this means and how they can break free from this cycle? What is the biggest financial mistake small business owners make, and how can they avoid it? About Danielle Brooks: When it comes to showing service-based superstars how to optimize their finances, no one does it better than Danielle Brooks. Founder of Pearl Business Consulting, Danielle serves as Virtual CFO for business owners who are crushing it in the front end and want to level up their backend and finances to match. Thanks to her years of experience as a COO, business management consultant and sales manager, Danielle is an expert at streamlining expenses and maximizing income so her clients have the freedom and flexibility to focus on what they do best. While corporate experiences at the CIA and ExxonMobil showed her the ropes, Danielle knew she was called to help small business owners after her processes recouped over 40 hours a month and over 400% revenue increase for her mother's small business. Visit www.pearlbc.com to find out how Danielle can unlock backend bliss for your small business. To learn more about Danielle, visit these links: https://www.facebook.com/daniellebrookscfo https://www.instagram.com/daniellebrooks https://www.linkedin.com/company/pearlbc/

In this episode of The Path to Freedom Podcast, Wes is joined by Jody Grunden, the founder of Summit Virtual CFO by Anders. Jody pioneered the virtual CFO model over 20 years ago and has helped countless businesses optimize their financial strategies.   They discuss:   -The origins of Summit Virtual CFO and its evolution over two decades -How virtual CFO services help small businesses scale strategically -Key financial metrics that business owners need to track -The importance of cash reserves and dynamic forecasting -Subscription-based billing and remote work: game-changers for service businesses -Jody's entrepreneurial journey, from bootstrapping to a multimillion-dollar exit -Jody also shares insights from his book Digital Dollars and Cents and offers valuable advice for business owners who want to make smarter financial decisions.   Connect with Jody & Summit Virtual CFO:   Get Jody's book: Digital Dollars and Cents – Email Jody@SummitCPANet for a free link or find it on Amazon   Listen to Virtual CPA Success Show podcast: https://www.summitcpa.net/podcasts   Subscribe & Stay Connected: If you enjoyed this episode, make sure to subscribe to The Path to Freedom Podcast on your favorite podcast platform. Leave a review and share this episode with fellow entrepreneurs looking to build profitable and sustainable businesses!   7 Steps to Owning a Franchise: https://path2frdm-1.hubspotpagebuilder.com/path-to-freedom-about-franchising   If you would like to learn more about this particular franchise opportunity or discuss franchise ownership in general - feel free to use the link to my calendar below to schedule a free, no-obligation introductory meeting.   https://calendly.com/wes-barefoot/introcallwithwes   Connect with Wes:   Instagram: https://www.instagram.com/path2frdm/ Facebook: https://www.facebook.com/path2frdm Linkedin: https://www.linkedin.com/in/wesleybarefoot/   #CFO #Business #Franchise

The Madbouly government is aiming to transfer the administration of all state-owned companies to the Sovereign Fund of Egypt (SFE) in order to boost their returns, Investment Minister Hassan El Khatib said.Finance Minister Ahmed Kouchouk shared the details of the government's social protection package of wage and pension hikes and support to Egypt's most vulnerable. Some measures will take effect starting the new fiscal year in July and others will be implemented between March and July.The International Finance Corporation (IFC) is expected to reach an agreement with the Egyptian government on its privatization plan for the management of 11 airports by mid-March, the Civil Aviation Minister said. Egypt's government debt declined to 77.4% of GDP by the end of 2024, down from 78.2% in September, marking its lowest level since March 2020, according to data from the Institute of International Finance seen by Al Arabiya.Kuwaiti Prime Minister Sheikh Ahmed Al Sabah will visit soon to announce new joint investment projects, Prime Minister Moustafa Madbouly said.Investment Minister Hassan El Khatib is expected to finalize a trade agreement with Morocco today to resolve an export standoff that has left 150 Egyptian containers, loaded with ceramics, food products, and insulation materials, stranded at Moroccan ports for two weeks.ETEL reported 4Q24 results. Net profit came in at EGP1.46 billion in 4Q24 (-43% YoY, -31% QoQ), bringing 2024 attributable net profit to EGP10.1 billion (-13.8% YoY). ETEL is currently trading at 2025f P/E of 5.3x.EFIH reported solid 4Q24 results. Net attributable profit recorded EGP382 million (+247% YoY, -39.4% QoQ). In 2024, net attributable profit stood at EGP1.77 billion (+41.2% YoY).  EFIH BoD proposed a cash dividend distribution of EGP0.173/share for 2H24, implying a DY of 1% and a DPO of 39.5% (out of 2H24 net attributable profit). Additionally, BoD proposed distributing 1 bonus share for each 2 original shares (a rate of 0.5 share for each original share), financed from internal sources. EFIH is currently trading at 2025f P/E of 17.3x.FWRY announced strategic investments worth EGP80 million in three prominent Egyptian technology companies, which are Dirac Systems, Virtual CFO, and Code Zone, acquiring equity stakes of 51.0%, 56.6%, and 51.0%, respectively. CNFN 4Q24 bottom line post minority recorded EGP247 million compared (+11% q/q, -3% y/y). The Group's FY24 bottom line post minority recorded EGP657.7 million compared to EGP692.2 million in FY23 (-5.0% y/y). The company is trading at multiples of 1.1x P/B25 and 5.3x P/E25.CNFN's CEO, Said Zater has stepped down as managing director and is starting a new role as the Group's board advisor.SWDY has been awarded an engineering, procurement, and construction contract for a combined cycle power plant in Hungary, by MVM Matra Energia, a subsidiary of Hungarian Electric Company. Chemical Industries Holding decided not to offer Delta Fertilizers to a strategic investor, despite interest from five local and Gulf firms, according to local media. PHDC approved establishing a subsidiary in Abu Dhabi.

With Pam Prior, a bestselling author, speaker, and a virtual CFO for 20 years, finance becomes less of a headache and more of an empowering tool. With over three decades of executive experience, she has worked with Fortune 50 companies, private equity start-ups, and today's top influencers, bringing financial clarity to business owners across North America. Pam is known for her ability to simplify complex financial concepts, ensuring entrepreneurs understand their numbers without getting lost in accounting jargon.Beyond her financial expertise, Pam has a passion for making finance fun and accessible. Whether she's delivering engaging keynotes, coaching business owners, or offering straightforward tools to help them take control of their cash flow, her mission is clear: to eliminate fear around finances and help entrepreneurs thrive. Pam's approach is practical, energetic, and results-driven—giving businesses the financial confidence they need to scale and succeed.Join us in our conversation as Pam breaks down the importance of financial mindset and the practical steps entrepreneurs can take to manage their money with confidence. She shares insights on separating personal and business finances, setting up an LLC, and using “business levers” to forecast and make informed decisions. Tune in to hear Pam's inspiring journey, her strategies for overcoming financial shame, and her expert advice on building wealth for both personal and business success.To listen to the podcast and access the show notes and any other resources mentioned in this episode, visit us at www.legalwebsitewarrior.com/podcast.

The Finance Ministry is gearing up to complete its first sovereign sukuk issuance of the year within the next month, with the issuance set to be around EGP2-3 billion.The Cabinet approved the launch of a EGP30 billion financing initiative to support and finance priority industrial sectors. UAE's AMEA Power signed an agreement with the Egyptian Electricity Transmission Company to develop two battery energy storage systems (BESS) with a combined capacity of 1.5 GWh.Prime Minister met with Kuwait's Prime Minister Sheikh Ahmed Al Sabah during his official visit to the Gulf nation, where the two leaders discussed boosting relations between the two countries across various sectors. The Central Bank of Egypt sold EGP89.8 billion in t-bills between Thursday and yesterday at average yields between 25.5-29.2%, according to CBE data.Forty-seven ships changed course this month to pass through the Suez Canal instead of sailing around the Cape of Good Hope, Suez Canal Authority head Osama Rabie said.Egypt intends to buy electricity produced from wind energy projects which will be implemented by Saudi Arabia's ACWA Power, south of Hurghada, at a price of 2.4 cents KWH, which will be partially paid in EGP and the bigger bulk in USD, according to a government official.Government's revenues from Suez Canal declined in 2024 to EGP146.4 billion, as compared to a target of EGP168.45 billion in the state budget. The EGX and the Financial Regulatory Authority (FRA) are mulling a regulatory update to either scrap or revise the duration of the lock-up period on the ownership of substantial shareholders post-IPO. EKHO released 4Q24 consolidated financial results. Net profit dropped 8% YoY (+14% QoQ) to USD39 million. The BoD proposed a cash dividend distribution of USD0.035/share for FY24. The Board also proposed the distribution of one bonus share for each 20 original shares. EKHO is currently trading at 2025f PE of 5.2x.EKHO to invest around USD150-200 million in the coming 18 months. The Egyptian Refining Company (ERC) intends to conduct a major overhaul of the Mostorod refinery with investments exceeding USD100 million. ABUK tapped board member and former transport minister Hany Dahy to head a new steering committee tasked with overseeing the company's business operations. FWRY acquired a 56% stake in Virtual CFO, a financial services and accounting firm catering to SMEs and startups.MCQE reported solid financial results for 4Q24. Attributable bottom line came in at an impressive EGP176 million (+708% QoQ, +117% YoY), bringing FY24 attributable bottom line to EGP238 million (+151% YoY). The BoD proposed a cash dividend distribution of EGP1.00/share for FY24. MCQE is trading at a FY25 P/E of 18.2x.EXPA 4Q24 bottom line post minority interest recorded EGP1,265 million (-19% q/q, +15% y/y), bringing FY24 net profit to EGP5,203 million (+54% y/y and 7% higher than Al Ahly Pharos estimate of EGP4,879 million). BoD proposed the distribution of 0.4 bonus share to every original share. EXPA is currently trading at 3.3x P/E 2025 and 0.7x P/B 2025.QNBE's general assembly approved paying out a cash dividend of EGP1.50/share out of 2024 earnings.OLFI's general assembly approved cash dividend distribution of EGP2.00/ share for FY24, implying payout ratio of 80% and dividend yield of 10.7%.According to local media, JUFO signed a financing agreement worth more than EGP1.0 billion with Emirates NBD Egypt.

Join us for an enlightening conversation with Sarah Reimann, a keynote speaker, virtual CFO, and strategic business advisor. Sarah shares her expertise on the importance of understanding your financial landscape as a business owner and how a virtual CFO can help you drive growth and success. In this episode, Sarah dives into: The critical role of financial literacy in business decision-makingHow to unlock the full potential of your financial dataThe benefits of partnering with a virtual CFO for strategic guidancePractical tips for managing cash flow, debtors, and business relationshipsAnd many more valuable insights to empower your business journey! Don't miss this informative episode with Sarah Reimann, a true champion of financial empowerment for business owners!

Unlock the secrets to scaling your business successfully with insights from Jody Grunden, a trailblazer in the accounting industry. Discover how he pioneered the Virtual CFO Services concept and transformed his traditional accounting firm into a remote powerhouse, eventually leading to its acquisition by a larger firm. Listen as Jody candidly shares the lessons he learned about setting the right pricing strategies that align with value, which not only fueled considerable growth but also attracted top-tier talent. Jody takes us on a fascinating journey through the challenges and successes of transitioning to a fully remote operation. From initial skepticism among employees to gaining industry recognition, his story underscores the power of adaptability and resilience. We explore how embracing remote work opened doors to new growth opportunities, and how scalable processes and delegation played crucial roles in this transformation. Jody also highlights the importance of mentorship by involving junior team members in client interactions, empowering them to develop leadership skills and build strong client relationships.Finally, tap into the entrepreneurial mindset with guidance on profit-focused accounting metrics and the art of trusting your instincts. Learn about the key financial metrics that drive informed decision-making and ensure business stability. Jody shares a thought-provoking story about a missed opportunity, reminding us all of the importance of taking decisive action and trusting our gut in business ventures. Let this conversation inspire you to seize opportunities, embrace change, and confidently scale your business to new heights.

Episode 228 FACULTY: Adam Hale, CPA CLASS: #Shoperations TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cloud accounting firm, emphasizing the shift from answering questions to asking them, the importance of building a niche, and the challenges of merging with a larger firm like Anders. He shares valuable insights on developing advisory services, maintaining culture in a distributed team, and growing a business by learning from failures. Whether you're starting out in the accounting field or looking to innovate within your firm, this episode offers practical advice and inspiration.

­­­­­­­­­­­­­­­Today, we welcome John Scott, Partner at Anders CPAs + Advisors and author of Judicial Dollars and Cents – A Virtual CFO's Playbook to Help Firms Create a Financial Roadmap to Success. John discusses his three decades of experience advising law firms of all sizes with Brett and Jeff. They discuss a variety of topics, including maximizing profits, cash flow management, and strategic KPI utilization.   John also shares insights on Virtual CFO services, utilizing a cutting-edge tech stack, the path to partnership, and the importance of making data-driven decisions. Stay tuned for invaluable advice on optimizing your law firm's financial journey.Streaming on  YouTube, Spotify, Amazon Music, and Apple Podcasts. We are also in the top ten percent of listened-to podcasts globally.

Learn about Virtual CFO and Judicial Dollars and Cents.Check out my new show, the Law for Kids Podcast.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ using the code LAWSUBSCRIBED to get 10% off an annual subscription.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the Substack newsletter to get notified about every episode, listen from your web browser, and for additional content.Follow ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@lawsubscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠everywhere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

On this episode of the Cannacurio podcast, host Ed Keating interviews Guillermo Rodriguez, a Virtual CFO specializing in the cannabis industry. They discuss various topics including the roles and benefits of a Virtual CFO, the challenges of managing cash flow, the impact of 280E, and so much more! Head over to http://www.cannabiz.media/cannacurio for a full transcription and find us on social media for more clips of new and upcoming episodes. Visit http://www.cannabiz.media to join thousands of reputable companies from around the world who are engaging and connecting with the cannabis and hemp industry! You can also find the Cannacurio Podcast on Apple Podcasts, Spotify, and iHeartRadio.

You don't just need social media to sell and run a successful business... You need a little more than that! You need the "royal flush" in business. This looks like having your "ducks in a row". We have put together a panel style podcast for this episode of The Content Queen Podcast. Learn more than just content and marketing. Learn what your business needs to be sustainable. If you LOVED this episode, make sure you share this on your Instagram stories and tag us @contentqueenmariah, @essential.shift, @lucystarbuck.co and mindfulmanagementco_ ⁠⁠⁠ ✨ ⁠LEARN ABOUT THE I AM/WE ARE CONTENT QUEEN CAMPAIGN⁠✨⁠ KEY EPISODE TAKEAWAYS

Join Kevin Carrillo in a revealing episode of Cannabinoid Connect with Guillermo Rodriguez, Virtual CFO and seasoned expert in the cannabis industry. Dive into our discussion on the pivotal role of a Virtual CFO in transforming cannabis businesses through strategic financial planning and profit-focused accounting. Learn from Guillermo as he shares essential insights on navigating residency requirements, the intricacies of cannabis licensing, the critical role of insurance in operational success, and the impact of stalled banking legislation on the industry. We also explore effective strategies for economic resilience and optimizing business operations in the cannabis sector. Whether you're a budding entrepreneur or an established player in the cannabis market, this episode offers valuable perspectives on financial management and strategic growth in this dynamic industry.

This week, we are joined by Diane Downs! Diane is a CPA, Virtual CFO and Business Coach with a passion for living in the present moment, achieved through macro photography. Diane chats with Kristyn about how participating in a 365-project has helped her value presence in life, the resistance that comes from questioning what matters, and how the power of printing our images can become both a motivator and mirror of progress. Learn more about Diane at ddownscpa.com Follow her on instagram @diane_downs_ -- As always, you can learn more about our community offerings by visting thedocumentedheart.com or follow along on instagram @thedocumentedheart  

High Finance: Deciphering Cannabis Economics with Guillermo Rodriguez, the Virtual CFOWhen the pandemic struck, it presented an opportunity for Guillermo to reassess his priorities. Like many others, he saw it as a blank slate to reflect on what truly mattered. As events unfolded, he felt compelled to adopt a more preventative approach to health, well-being, and his response to the pandemic. However, he found himself constrained by corporate and government restrictions and mandates.During this transformative phase, a significant connection was made with the cannabis industry. Guillermo was drawn to an industry that empowers people to embrace their own freedom in choosing unconventional medicine. This newfound passion led him to make the decision to become an activeparticipant in this industry, as he recognized the potential for positive impact and the opportunity to be part of a movement promoting individual autonomy and well-being. Using his accounting and financial background, Guillermo advocates for the cannabis industry as a Virtual CFO, helping guide cannabis operators down the path of profitability through dynamic forecasting, understanding KPIs, and profit-focused accounting.https://www.linkedin.com/in/guillermo-rodriguez-cpa/https://anderscpa.com/virtual-cfo-cannabis/

Join financial expert Guillermo Rodriguez, Virtual CFO at Summit Virtual CFO by Anders, as he shares practical wisdom for navigating the unique financial landscape of the cannabis industry. From budgeting to profitability analysis, learn essential strategies for sustainable growth.

Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud. Together with his partner Adam Hale, Jody co-founded Summit CPA Group in 2002. It was the first fully distributed accounting firm in the country. In 2020, Summit merged with Anders CPAs + Advisors, and is now recognized as Summit Virtual CFO by Anders. Jody's specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management. Listen to this informative Sharkpreneur episode with Jody Grunden about the evolution of virtual CFO services. Here are some of the beneficial topics covered on this week's show: - How being innovative, solving problems, and always looking to improve processes and services will lead you to success. - How a virtual CFO is perfect for companies who cannot afford a full-time CFO. - Why going completely virtual fueled the firm's growth. - How having a subscription-based billing model provides clients with predictable fees. - How it's vital to document processes and maintain a strong culture during mergers. Connect with Jody: Guest Contact Info X @vcfobyanders Instagram @vcfobyanders Facebook facebook.com/vcfobyanders LinkedIn linkedin.com/company/vcfobyanders Links Mentioned: summitcpa.net Learn more about your ad choices. Visit megaphone.fm/adchoices

As businesses emerge from tax season, many ask: How can I maximize profits and minimize taxes for next year? John Scott, an Anders CPAs + Advisors partner, sits down to enlighten us. John has been working with Anders since 1992, leading the firm's legal industry efforts for the Virtual CFO team. He effectively uses key performance metrics to offer dedicated resources, financial insight, and critical thinking to help law firms address complex issues. John is on a mission to help his clients understand what's going to happen based on current data. How does he achieve this? By accessing financial records and reconciling cash flows on a weekly basis… In this episode, we cover: How to make data-driven decisions. How to stay in sync with your cash flow curve. Ways to determine your “working capital”, and how to build cash reserves. Key factors that every business owner should know. To learn more about John and his work with Anders CPAs + Advisors, click here now! Take advantage of a 5% discount on Ekster accessories by using the code FINDINGGENIUS. Enhance your style and functionality with premium accessories. Visit bit.ly/3uiVX9R to explore latest collection. Episode also available on Apple Podcasts: http://apple.co/30PvU9

In this episode of 'Everything Is Personal,' Guillermo Rodriguez, a virtual chief financial officer (CFO) specializing in the cannabis industry, shares the significant impact of financial literacy in his life from a young age. He delves into the unique financial and operational challenges cannabis businesses face and the crucial role of dynamic forecasting for sustainable growth. Guillermo also addresses potential changes and strategies within the cannabis industry, emphasizing the importance of adaptable business practices. TIME STAMPS:00:00 Welcome to Everything Is Personal: Special Guest Guillermo Rodriguez00:34 Journey from Mexico to West Texas: Guillermo's Early Life01:49 The Drive for Financial Literacy and a Career in Accounting08:27 Transitioning from Corporate to Cannabis Consulting11:42 The Importance of Business Practices in the Cannabis Industry13:50 Understanding the Role of a CFO in Cannabis Businesses20:03 Dynamic Forecasting and the Health of a Business30:11 Scaling and Exit Strategies in the Cannabis Industry37:42 The Unique Challenges of Valuing Cannabis Businesses38:21 The Importance of CFOs in the Cannabis Industry41:54 Navigating Regulatory Hurdles in Cannabis42:32 Taxation and Financial Strategies in Cannabis49:42 The Future of Cannabis: Legal, Medical, and Market Perspectives54:16 Investment Insights and Opportunities in Cannabis58:45 Personal Cannabis Experiences and Music Interludes EndoDNA: The breakthrough DNA test that matches you with the right cannabinoid products for your wellness journey.Endo·dna gives you two guaranteed ways to uncover your unique endocompatibility today.Click here to check out which product is right for you. Connect with EndoDNA on SOCIAL: IG | X | YOUTUBE | FBConnect with host, Len May, on IG

Jitixa Raniga is a Virtual CFO supporting CEO's across Australia. Her focus is on improving cash flow, ensuring long-term profitability and business growth. Having worked in the corporate field for two decades, she brings a great deal of knowledge and experience to her clients. Understanding the financial information is the first step. She works on strategies to achieve your next level business goals. More importantly, gives you the confidence and clarity to make informed decisions to build a successful and sustainable business. - Money mistakes CEO's make when scaling -What service based businesses need to focus on when setting their pricing - Cashflow and profit and knowing what to look out for - Elevate Mastermind Experience Plus some hot seat coaching Doors are closing to the Masterminds this week! Next Level Mastermind - for those of you already earning 6 figures and want to scale with one to many services for more freedom and profit. - join us hereElevate Mastermind - For those of you wanting to hit $10K months and need to work on your money mindset, sales strategy and business foundations - join us here WORK WITH CHRISTINE: Book a Discovery Call with Christine here Join the waitlist for the Thrive Retreat here. CONNECT WITH CHRISTINE; Follow me @christinecorcoran_coach Hit Subscribe to the podcast + above

In this episode, Steve Fretzin and John Scott discuss:Storytelling with the numbers that leads to a logical conclusion.Why spending time in the numbers is key.Dynamic forecasting and cash flow. Four categories of important financial metrics lawyers need to look at to grow their firm.Improving poor billing hygiene.  Key Takeaways:If you pay attention to the numbers regularly, you can make necessary course adjustments along the way rather than scramble at the end of the year to make sure everything is fine. Your goals need to be realistic based on your capacity. Set up your goals, even challenge goals, but then you need to look at them and work through how they can be achieved.If you want more rainmakers, you have to train them to be better at what they do.Bring in a non-lawyer finance team to focus on your firm's finances. Delegate those things that are not your superpower. Let them focus on the numbers and keep you appraised of where they are at now, not just what they used to be. "The biggest part of running your business's dynamic forecasting is taking the data points that we have within the practice management system and within our accounting system to determine cashflow, 3-6-9-12 months out so that we know where we're going." —  John Scott Find out more about the Bootstrap Your Marketing to Build Your Personal Brand Event at: https://fretzin.com/events Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: The E-Myth by Michael E. Gerber: https://www.amazon.com/Myth-Most-Businesses-Dont-About/dp/0887303625 About John Scott: John Scott is a Partner in Tax at Anders CPAs + Advisors. With over thirty years of experience, he brings a breadth of financial knowledge and a deep expertise in advising law firms. With a long track record of success that includes firms of all sizes and specialties, John helps maximize profits via cash flow management and KPIs, while minimizing taxes with his extensive understanding of the tax code. Leading the legal industry division of his firm's Virtual CFO services, John offers strategic advising to mid-sized law firms, using a customizable, industry-leading tech stack that allows firms to make data-driven decisions. He advises on strategies around: staff utilization, cash flow planning, when to hire, creating clear career paths, trust accounting, accounting controls, and partner distributions. He is the author of a forthcoming book on creating a roadmap to success for law firms.  Connect with John Scott:  Website: https://anderscpa.com/virtual-cfo-legal/Email: jscott@anderscpa.comBook: Judicial Dollars and Cents: https://home.virtualcfo.cpa/johnscottLinkedIn: https://www.linkedin.com/in/john-c-scott-cpa/LinkedIn: https://www.linkedin.com/company/vcfobyanders/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Points of Interest00:01 – 00:40 – Introduction to the Episode and Guest: Marcel introduces Michael Wark and his expertise in finance for agencies.00:40-01:00 – Michael's Background and Passion for Agency Finance: Michael shares his excitement for the topic and his background in financial services.01:00-01:45 – The Role of a Virtual CFO for Agencies: Discussion on how Michael serves as a virtual CFO for agencies worldwide, blending operations with finance.02:10-03:18 – Why Michael Started Trimline and Focus on Agencies: Michael's journey from corporate to entrepreneurship, focusing on creative agencies.04:15-05:15 – The Importance of Management Accounting Over Tax Accounting: Insights on how focusing on management accounting can better support growth and strategic decision-making.05:15-06:41 – Stages of Agency Growth Towards $5 Million: Michael discusses the growth stages agencies face on their way to $5 million and beyond.06:59-08:00 – Common Financial Pitfalls for New Clients: Challenges new clients face, such as mixing personal and business finances.10:38-11:29 – Restructuring P&L for Operational Profit: Strategies to clean up the P&L for a true look at operational profit, separating out non-operational expenses.14:03-15:42 – Accrual Accounting in Agencies: The complexity of accrual accounting for agencies and the importance of accurate revenue recognition.19:19-22:08 – Investing for Growth and Understanding Unit Economics: The investment mindset required for sustainable growth and the significance of understanding unit economics.33:11-37:02 – Building Real Value and Preparing for Exit: Focusing on building a business that's attractive to buyers by systemizing operations and documenting processes.Show NotesLink to E-book: https://jo.my/qr/trimline-growthLinkedIn: https://www.linkedin.com/in/michael-wark-18627628/Website: https://trimline.co/

Chris Kondou works alongside driven & passionate CEO's to build financial strategies and unlock business growth. He has lend his guiding hand across a wide range of industries, from professional services, to manufacturing & wholesale.  Chris has recently embarked on his biggest challenge as founder of his own CFO Advisory firm, finding a new passion for business development & entrepreneurship. On the show, we discuss the importance of challenging ourselves both in business and life, how to build a new business from scratch in your 50's, and even get a peak into Chris' marathon training and his view on embracing forced discomfort.

“The key to managing effectively is to look at each person as an individual and find out what they're really good at.” – Chris WilliamsThe finer details of this episode:●Challenges faced by middle-level managers, such as the lack of adequate management education●Gap in emotional intelligence at middle-level management and the value of empathy in leadership●Transitioning from manager to managing managersEpisode resources:●       Summit Virtual CFO by Anders website: https://www.summitcpa.net/●       Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.com●      We're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities●      https://clwill.com/

Dionne Laslo-Baker, the founder and CEO of Deebee's Organics, is a fellow certified B Corp dedicated to revolutionizing snacks. With a background in medical science and as a mother, she embarked on a mission to provide organic, flavorful, and nutritious snacks for families.In this episode, Dionne delves into the highs and lows of growing a business from scratch. She offers valuable insights into overcoming regulatory hurdles, embracing cultural diversity, and the pivotal role of advisors in business expansion.But what truly sets Dionne's story apart is her unwavering commitment to a purpose-driven culture and sustainable business practices, which has not only propelled Deebee's Organics to international success but also made a lasting impact on the industry.Tune in to this episode of Her CEO Journey to discover more about Dionne's path to building a sustainable global enterprise while staying true to her core values.Here's what you'll discover:Learn how advisors can influence your business in the long term and where to find the ones you need.Explore the importance of fostering a purpose-driven culture in your business and how it can mitigate risks.Discover strategies for managing your business on a global scale, especially when dealing with foreign markets.Episode Highlights[02:36] Dionne Laslo-Baker's CEO Journey[06:42] Creating a Culture[12:14] From Science to Snacks to Scale[16:17] The Critical Role of Advisors in Business[23:12] Focusing on One Market[28:23] Supplier Diversity[34:59] Differing Challenges at Different Levels of Success[38:26] Dionne's Proudest Moment On Her Impact JourneyResourcesGet organic treats from Deebee's OrganicsConnect with Dionne Laslo-Baker: LinkedIn | InstagramConnect with Christina Sjahli: LinkedIn Find out about Profit Reimagined: LinkedIn | Website Enjoyed This Podcast?Each review you write helps us reach more women in business. Your insights are invaluable—share this with your friends and amplify the impact! Connect With the Profit ReimaginedReady to turn purpose into profit? Transform your financial strategy and embark on a journey toward a sustainable and thriving business. Schedule a chat with the team today!

Cannabis Virtual CFO Services with Guillermo Rodriguez #138   Summit Virtual CFO by Anders offers Virtual CFO services to small- to medium-sized businesses and specializes in the cannabis industry.  Guillermo Rodriguez is their lead Virtual CFO and Guillermo will be hosting a new podcast in 2024 called CannaBiz Success Show. The audience for this show is cannabis operators and I will be the first guest! In this episode, we talk about the financial and accounting challenges cannabis businesses face and the things they can do to grow profitability. Are you curious about what a Virtual CFO can do for your cannabis business? This is the episode for you.  Cannabis Advocate Podcast The Cannabis Advocate podcast advocates for businesses in the cannabis industry and explores the unique challenges they face. Despite hurdles in legislation, regulation, and culture, there are tremendous opportunities for growers, manufacturers, and retail sellers of cannabis products. Many of these issues are unique to the cannabis industry. This podcast speaks to these common concerns and shares stories of success. This is a production of Habanero Media.  https://habaneromedia.net To subscribe to the podcast go to  https://cannabisadvocatepodcast.com/listen/ If you have a question or comment, https://cannabisadvocatepodcast.com/contact  

In this episode, we are joined by Guillermo Rodriguez. Guillermo is a virtual CFO for cannabis operators. Leveraging his accounting and financial expertise, Guillermo became a Virtual CFO for the cannabis industry, aiding operators in achieving profitability through dynamic forecasting, KPI understanding, and profit-focused accounting strategies. Topics: 1. What Is A Virtual CFO? 2. Growing Valuable Companies 3. Solid Accounting - Mitigating Risk - Improving Cash Flow. * Twitter - @TheCannabisRev2 * LinkedIn - @thecannabisreview * Episode Library - https://www.thecannabisreview.ie + https://anderscpa.com/team-member/guillermo-rodriguez/

John C. Scott is the Head of Legal VCFO at Summit Virtual CFO by Anders and a Partner in Tax at Anders CPAS + Advisors.Leading the firm's legal industry efforts for the Virtual CFO team, John offers dedicated resources, financial insight and critical thinking to address complex issues facing law firms. Anders CPAs + Advisors is a team of CPAs and industry-focused advisors. Every day, their partners and staff serve as a catalyst for those striving to achieve their highest potential, and carry this mentality on to our clients and community. Through a collaborative approach and a combination of tax, audit and assurance and advisory services, they help their clients achieve their goals while focusing on what matters most.Connect with John on LinkedIn: https://www.linkedin.com/in/john-c-scott-cpa/Visit Anders CPAs + Advisors: https://anderscpa.comOn This Episode, We Discuss…The Financial Landscape of Law FirmsStrategies for Fostering a Culture of AccountabilityThe Power of Data-driven Decision-makingIdentifying and Overcoming Common Pitfalls of Legal Businesses

Amanda Klucowicz serves as a Senior Relationship Manager at Export Development Canada. She is dedicated to helping Canadian businesses break into international markets. With EDC's tailored tools and solutions, navigating global waters becomes more manageable, ensuring not only profitability but also the long-term security of your company.In this episode, Amanda delves into crucial topics such as EDC's criteria for Canadian companies, the customized solutions they offer, and essential preparations for business owners venturing into international markets. Customized solutions are especially vital for businesses committed to social impact or seeking B Corp certification, as their challenges often differ significantly from traditional businesses.Join us on Her CEO Journey to explore EDC's strategies for global market entry.Here's what you'll discover:Discover how EDC tailors assistance specifically for your Canadian business.Prepare effectively for partnering with EDC to enter international markets.Explore which of EDC's solution buckets is the right fit for you.Episode Highlights[02:20]Amanda Klucowicz' Journey[05:21] What EDC Does for Canadian Businesses[09:10] The EDC Experience[12:59] EDC's Solutions[24:08] What a Business Should Know Before Approaching EDC[33:58] International Business: It's PossibleResourcesWork with Export Development CanadaConnect with Amanda Klucowicz: LinkedInConnect with Christina Sjahli: LinkedIn Find out about Profit Reimagined: LinkedIn | Website Enjoyed This Podcast?Each review you write helps us reach more women in business. Your insights are invaluable—share this with your friends and amplify the impact! Connect With the Profit ReimaginedReady to turn purpose into profit? Transform your financial strategy and embark on a journey toward a sustainable and thriving business. Schedule a chat with the team today!

The finer details of this episode:Ideal clients for tax savings and retirement planning strategies, including cash balance plansFlexibility and tailoring of retirement plans to client's financial situationMaximizing contributions to reduce tax liabilities and increase retirement savingsStrategic planning and minimizing disruption in retirement savings strategies Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/https://www.linkedin.com/in/bbconsultants/https://businessbenefitsconsultants.com/https://census-form.com/tax-strategy-form/ 

Meet Ashlee Froese, the driving force behind Froese Law, serving as its Founder and CEO. Leading this cross-border legal firm, Ashlee adeptly steers through diverse industries, specializing in key areas like branding, corporate, and commercial law.Ashlee embarked on her legal journey with a clear mission: to empower clients with comprehensive information for informed business decisions and to demystify the legal space, making it accessible to a broader audience.In this episode of Her CEO Journey, Ashlee Froese delves into the intricacies of contract writing for international business. While local contracts might seem straightforward with all parties governed by local laws, the international landscape introduces complexities such as:Which laws apply? How does culture come into play? Does ethical approach vary between countries?Join us in this episode of Her CEO Journey to learn the nuances behind contract writing on the international stage.Here's what you'll discover:Learn the essential elements that go into writing contracts for international business.Discover the several factors a company must contemplate before venturing onto the global stage.Understand the nuanced approach required for negotiations and drafting a business contract with international counterparts.Episode Highlights[03:01] Ashlee Froese's CEO Journey[08:18] Fundamental Requirements for International Operations[12:53] Nuances in Domestic Vs International Contracts[17:09] Talking Strategy With Clients[18:24] The Cultural Component[19:55] Protecting Client Interests[25:22] International Considerations for B Corps[29:49] The Strategy Behind Contract Writing[33:40] Negotiating From Step OneResourcesWork with Froese LawConnect with Ashlee Froese: LinkedIn | InstagramConnect with Christina Sjahli: LinkedIn Find out about Profit Reimagined: LinkedIn | Website Enjoyed This Podcast?Each review you write helps us reach more women in business. Your insights are invaluable—share this with your friends and amplify the impact! Connect With the Profit ReimaginedReady to turn purpose into profit? Transform your financial strategy and embark on a journey toward a sustainable and thriving business. Schedule a chat with the team today!

Navigating the global landscape is crucial for Canadian businesses due to the country's relatively small population — which means that most of your customers and clients are outside the country.In this episode, Sara Wilshaw, Chief Trade Commissioner at Global Affairs Canada, shares her expertise in guiding local companies towards international success. She sheds light on leveraging the Trade Commission Service for market entry beyond Canada.Whether you're a Canadian or international company, Sara's insights in this Her CEO Journey episode offer valuable guidance for those venturing into international business.Tune in to discover key considerations for companies transitioning from local to global markets.3 reasons why you should listen to the full episode:Gain insights into the role of Canada's Trade Commission Service in supporting international business.Understand what your company needs to know before entering markets abroad.Explore the specific challenges faced by women-owned businesses when operating globally.Episode Highlights[03:37] Sara Wilshaw's Journey to Becoming Chief Trade Commissioner[07:34] Taking Businesses to the International Stage[11:16] What the Trade Commission Does to Support Businesses[15:04] Entering the International Market[18:34] Challenges Women-Owned Businesses Face When Going International[21:01] Going International: A Walkthrough[27:26] Becoming an International Business[28:53] Diversification and Inclusion[34:50] The Story of WaterShed MonitoringResourcesWork with the Trade Commission ServiceConnect with Sara Wilshaw: LinkedInConnect with Christina Sjahli: LinkedIn Find out about Profit Reimagined: LinkedIn | Website Enjoyed This Podcast?Write a review and share this with your friends.Connect With the Profit ReimaginedReady to transform your purpose into an impactful business financial story, profit, and joy? Schedule a chat with the team at any time.

"Home Alone is a family movie, and nothing is more important during Christmas than your family." – Jamie NauEpisode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitiesFacebook - https://www.facebook.com/vcfobyandersTwitter - https://twitter.com/vcfobyandersTikTok - https://www.tiktok.com/@vcfobyandersInstagram- https://www.instagram.com/vcfobyanders/LinkedIn - https://www.linkedin.com/company/1258494/admin/YouTube - https://www.youtube.com/@vcfobyanders

Ever wondered where your money really goes?As a purpose-driven business, you do your best to put your money toward your mission and the world you envision. But every business relies on money, and that involves systems, like processing fees.A virtual CFO can help track every cent of your business's finances. You might be surprised to find a significant percentage going to something as ordinary as processing fees.That's where Shizuka Buckley of Giv Local steps in. Processing fees are okay—they're crucial in today's business world. But Shizuka turns those fees into a force for good in her communities.Join us in this episode to learn more about what goes on in payment processing and how Shizuka is changing it for the better!3 reasons why you should listen to the full episode:Find inspiration in Shizuka's drive to create a payment company that works not for profit, but for the mission.Learn how to overcome the challenges inherent to running a nonprofit.Clarify the opacity surrounding payment processing — and what that means for your business.Episode Highlights[02:40] Shizuka's CEO Journey[06:48] The Muddiness Of Payment Processing[10:42] What Sets Giv Local Apart[15:50] The Challenges Of Doing Things Differently[18:43] How Giv Local Works[21:03] Growing Giv LocalResourcesGivLocalConnect with Shizuka Buckley: LinkedIn | InstagramConnect with Christina Sjahli: LinkedIn Find out about Profit Reimagined: LinkedIn | Website Enjoyed This Podcast?Write a review and share this with your friends.Connect With the Profit ReimaginedReady to transform your purpose into an impactful business financial story, profit, and joy? Schedule a chat with the team at any time.

Laura Shiel is the Virtual CFO at Clara CFO Group, a firm that specializes in offering strategic financial guidance and support to small businesses. With a diverse background in accounting and finance, Laura's experience spans various sectors, including public accounting, financial services, and corporate finance in a Fortune 500 company. She holds two esteemed credentials in the finance world: she is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). As a fractional CFO, Laura is dedicated to helping small business owners achieve their personal and professional aspirations. In this episode… Strategic financial planning isn't just an annual task—it's a year-round endeavor. For small business owners, navigating financial challenges and opportunities throughout the year can be daunting. How can they maintain consistent financial health and growth? What strategies can make this ongoing process both manageable and effective? Laura Shiel, a seasoned accounting and finance expert, highlights the importance of continuous financial planning. She advises that regularly setting and revisiting financial goals is essential. This practice not only aligns with the company's evolving vision but also keeps pace with market changes. Laura emphasizes integrating financial planning with sales and marketing strategies, ensuring all business activities drive toward common objectives. Most importantly, she advocates for adaptability, highlighting that a flexible approach can significantly bolster a company's financial resilience and growth prospects. In this episode of the Financial Clarity podcast, Hannah Smolinski and Laura Shiel, Virtual CFO at Clara CFO Group, dive into the nuances of year-round strategic financial planning. They discuss critical aspects like setting dynamic financial goals, aligning these with broader business strategies, and the importance of flexibility in financial planning. This episode is packed with valuable insights for small business owners aiming to steer their financial journey with clarity and foresight all year long.

To achieve business growth, it is important to have a sharp focus on your industry, maintain good financial health, and adopt a growth mindset. Foundational decisions based on company values and work ethics play a crucial role in ensuring the longevity of your business.   Mental fog and decision fatigue are silent and dangerous to a business focused on growth. As a vision holder, two things are paramount to success: personal vitality and strategic clarity. Without those, becoming complacent and going through the motions is easy. For growth and questioning assumptions, an intentional cadence is needed to check in to stay focused on profitable growth.   In this program, you will learn the three metrics categories to align with how you work when pivoting from or reframing a situation. That clarity comes from knowing how to correct your forecasting assumptions. Using non-financial drivers, your business growth levers, and financial awareness to be accountable — together, these will increase understanding of how intertwined each part of your business is.    Jess Dewell talks with Guillermo Rodriguez, Virtual CFO at Anders CPA, about the importance of an outside set of eyes that works in partnership with you to grow profitably. —-----------------  If you want to identify business bottlenecks, the necessary skills, the initial actions to take, the expected milestones, and the priorities for achieving growth, try the "Growth Framework Reset" approach. This will help you keep learning and growing while working strategically on your business. -------------------- You can get in touch with Jess Dewell on Twitter,  LinkedIn or Red Direction website.

In many companies, the main goal is to maximize profits, often overlooking the needs of people and the environment. But that's neither sustainable nor ethical. Liz Rojic experienced this in the fashion industry and bravely decided to challenge the norm. With MZ Made, she crafted a business model that prioritizes mutually beneficial relationships for both the company and its artisans. As entrepreneurs, our focus should be on creating a positive impact rather than just chasing the highest profits.In this episode of Her CEO Journey, Liz shares her experiences in building a company grounded in humanism. She emphasizes the importance of adhering to core principles, even in the face of challenges. Join us to gain insights into the significance of cultural values in products, the concept of slow fashion, and how to establish a company that truly embodies its values.3 reasons why you should listen to the full episode:Learn what it takes to create a humanist company that puts people and the planet ahead of profit.Find inspiration in Liz's journey of creating a slow fashion brand founded on the principles of fair trade.Discover the kind of funding that's best for small businesses for good.Episode Highlights[03:21] Liz Rojic's CEO Journey[07:58] A Question of Practicality[15:10] Putting Profit Last in a Labour of Love[19:10] Keeping Principles First[20:42] Funding That Fits Your Values[26:39] Rooted in Justice and Fair Trade[28:43] The Living Wage As A Human Right[30:48] How to Price For The PeopleResourcesUse discount code: HERJOURNEY on the MZ Made online shopMZ MadeConnect with Liz Rojic: LinkedInConnect with Christina Sjahli: LinkedIn Find out about Profit Reimagined: LinkedIn | Website Enjoyed This Podcast?Write a review and share this with your friends.Connect With the Profit ReimaginedReady to transform your purpose into an impactful business financial story, profit, and joy? Schedule a chat with the team at any time.

Join the Level team as they navigate financial aspects of starting their architecture firm. From managing expenses to exploring essential financial structures, this episode explores the challenges, insights, and the road ahead for a financially healthy company. Special insights from Megan Dahle, Financial Strategist & Virtual CFO, provide clarity for navigating the transition from employee to business owner. Listen in for practical wisdom and a clearer path forward towards a prosperous architectural endeavor.Contact Megan Dahle for feedback on your situation and additional insights that help Architects and Interior Designers become great business owners.Get a jumpstart on understanding the right numbers with Megan's Vital 4 Freebie.If you want to find out more about Level Studio Architecture, visit lvl.studio. If you enjoy Emerging, you might enjoy similar content at Gābl Media.

In this episode of Cannabis Unlocked, Guillermo Rodriguez CPA, FPAC (Virtual CFO with Summit Virtual CFO by Anders) sits down with Jordan Youkilis (Founding Partner at KEY Investment Partners) to discuss the hurdles of cannabis taxation as well as the present and future implications of 280E. The conversation begins with Guillermo's background in corporate accounting and his journey into the cannabis space. From there, Guillermo talks through his process of learning the cannabis space, his networking efforts, and how he identified the need for better financial practices in the cannabis industry. The talk continues with Guillermo's thoughts on the current 280E taxation issue currently faced by all cannabis operators and what could shift for operators with impending legislative changes. This episode concludes with thoughts on what operators should do regarding outstanding 280E taxes prior to any major legislative shifts. Please enjoy!

In this episode of the Label Free Podcast, host Deanna Radulescu interviews Uros Loviscek, a virtual CFO, cashflow coach, author, and serial entrepreneur. Uros shares his journey as a "kidpreneur" and how he started his first business selling dirt as a child. He then discusses his background in finance and how he grew up working in his father's accounting firm.Uros  explains how he transitioned from being a tax advisor to becoming a virtual CFO and cashflow coach. He emphasizes the importance of understanding cash flow and how it can help business owners make informed decisions about their finances. He also discusses his book, "Master of Finance," which serves as a practical guide for business owners to understand and manage their financials.Throughout the episode, Uros highlights the need for business owners to have a clear understanding of their cash flow and offers his services as a virtual CFO to help them navigate their financial challenges. He also shares his contact information, including his Instagram handle and website, for listeners to connect with him. Click links ⬇️:www.MFCFO.proinstagram.com/uros_themfcfoThe episode concludes with Uros providing words of wisdom, emphasizing the importance of keeping an eye on cash flow in business. Deanna thanks Uros for sharing his expertise and encourages listeners to reach out to him for assistance with their financial needs.Overall, this episode offers valuable insights into the role of a virtual CFO and the importance of cash flow management for business owners. Listeners are encouraged to connect with Jaros for further guidance and support.This episode is brought to you by Supapass: For 10 years we've enabled entrepreneurs & content makers to afford the type of technology that previously only big tech platforms like Netflix or Spotify could provide to audiences ...on your own website and app!No coding, tech or design expertise needed. We empower you to keep 100% of your money, share your content on the best technology, and own the relationship with your customers.‍Grow your business, without it costing the earth. Use the code: LFG20 for 20% off at the link ⬇️:https://www.supapass.comAs always thank you for the support, to contact me directly follow the link below:https://www.labelfreepodcast.com​ Stay Healthy, Stay Ready- Deanna Marie Radulescu#podcastguest #labelfreepodcast #supapass

Creating meaningful impact as a business is more than just ensuring your customers receive the best services and products. It's also about creating a positive impact on the lives of your employees and the communities you serve. One powerful way you can achieve this is by embracing the concept of a living wage. This transformative approach ensures that individuals can lead healthy lives, with access to basic needs like shelter and nutritious food. No longer will anyone struggle to make a living; a living wage paves the way for dignity and stability.Our journey into the Living Wage Movement begins here. We delve into what it truly means to implement a living wage and the profound effects it can have on your team. Joining us is Michelle Murray, the CEO of Living Wage For Us, in this inaugural episode.Michelle's insights shed light on the attainability of a living wage, dispelling any daunting myths. As time progresses, the benefits of this endeavor can become a reality for all.We firmly believe that a life of dignity should be the norm, not the exception. Gain a deeper understanding of the living wage as we explore its impact and consider becoming a part of this movement.3 reasons why you won't want to miss the full episode:Transform your business, empower your employees, and uplift your community by embracing the living wage standard.Don't be daunted. Michelle guides you through the steps to initiate a living wage culture within your business.Find out how financial planning is crucial in your journey towards having a living wage.Episode Highlights[03:19] Michelle's Winding Journey Towards Living Wage[11:56] Defining Living Wage[17:29] Steps Towards Achieving a Living Wage[20:55] The Best Time to Start the Journey[23:00] The Benefits of Living Wage[26:44] The Gaps in the Living Wage Movement[34:16] How Living Wage Contributes to the Sustainable Development Goals[41:43] The Importance of Financial Planning in Achieving a Living Wage[46:14] Working with Living Wage For USResourcesLiving Wage For USGlobal Living Wage CoalitionConnect with Michell Murray: LinkedIn | Email | Contact Us Connect with Christina Sjahli: LinkedIn Learn more about Profit Reimagined: LinkedIn | WebsiteEnjoyed This Podcast?Write a review and share this with your friends.Connect With the Profit ReimaginedReady to transform your purpose into an impactful business financial story, profit, and joy? Schedule a chat with the team.

Putting more money in the hands of women and helping them succeed is such a big goal of mine, but an essential piece of any successful business is understanding all the numbers! One topic that isn't my favorite, but I'm so lucky to be connected with Sarah to come teach us all we need to know!  Sarah Young is the host of the Profit + Prosper podcast and founder of Young + Co, a Virtual CFO agency that helps business owners find financial peace and generate freedom and wealth. After finding that working with small business owners was far more fulfilling than working for large companies, Sarah committed herself and her business to helping business owners be more wealthy AND well. When she's not helping clients maximize their profit to create more confidence and stability in their businesses, you can likely find her hanging with her son and husband.   In this episode, you will learn:  What you should be looking at regularly in your finances When is it a good time to hire a bookkeeper, CPA, and CFO?  How to figure how much you should be paying yourself What kind of tax deductions you could be writing off   Connect with Sarah: www.trustyoungco.com   Instagram: @youngcocfo Profit + Prosper Podcast     Other Resources:  Want to learn how to become a virtual assistant? Sign up for my FREE 30 minute VA training. Get your behind-the-scenes peek at how I started my virtual assistant business and replaced my full-time salary with no prior experience, seven months pregnant with a 1.5 year old running around!   Get instant access now >>  https://aubreemalick.com/freetraining    Join the Freelancer to CEO Podcast Community on Facebook    If you found value in today's episode, I would love it if you shared this in your Instagram stories! Help us spread the message to more freelancers who are ready to step into the CEO role!    Connect with me on Instagram: @aubreemalick