show episodes
 
Artwork
 
The CFO Bookshelf weekly podcast is geared toward global financial leaders who are serious about lifelong learning and reading widely. The show's 200-plus podcast catalog features well-known authors who are experts in finance, pricing, marketing, sales, operations, organizational health, and leadership. Episodes are released weekly, and the host responds to every message he gets about the shows on LinkedIn.
  continue reading
 
Every small business owner needs financial advice to help scale and grow. Each week successful Operators join fractional CFO Adam Cooper, to share their experiences, tips and tricks to help improve your business cash flows, profits and help reach your financial goals. If you are an entrepreneur looking to take control of your business finances, this is the podcast for you.
  continue reading
 
Fractional Futures delves into the transformative world of fractional marketing leadership, offering unique insights for CEOs, investors, and senior marketing executives. Discover how businesses can leverage fractional CMOs to grow faster and build a sustainable competitive advantage. Investors will learn how to streamline pre- and post-investment phases strategies to maximise their portfolio companies' potential, while senior marketing leaders will explore the benefits of a portfolio career ...
  continue reading
 
Artwork
 
Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
  continue reading
 
Welcome to CFO Chronicles: The Secrets Behind Success, the ultimate podcast for Fractional CFOs and Accounting Firm owners who are eager to land more high-paying clients and elevate their businesses to new heights. Hosted by James Donovan from Nine Two Media, we specialize in helping financial professionals achieve their goals through innovative and effective marketing strategies. In each episode, we dive deep into the world of finance and marketing, interviewing industry leaders who share t ...
  continue reading
 
Artwork
 
Delegate CFO offers virtual and fractional services expertise at fixed rate pricing. Our CFOs focus on strategic planning to help protect profits and manage cash flow. Work with a trusted virtual CFO to grow your company’s wealth today.
  continue reading
 
Artwork

1
Books & The Biz

Dan Paulson and Richard Veltre

Unsubscribe
Unsubscribe
שבועי
 
Finance and Operations need to work together. Often they don’t. Join Richard Veltre and myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and construction. ...
  continue reading
 
"FinFactor," hosted by Dryrun CEO, Blaine Bertsch, brings you into the world of top CFOs and top finance professionals. Each episode features insightful interviews with industry leaders who share their expertise on managing business finances, tackling complex financial challenges, and driving organizational success. Through engaging conversations, you'll gain valuable insights into the strategies and practices that define effective financial management. From finance technology to CFO best pr ...
  continue reading
 
Artwork

1
How To Build A Team Podcast

Pam Pormentilla-Monteith

Unsubscribe
Unsubscribe
חודשי
 
Pam Monteith is the Owner and CEO of Great Work Online. She has 15 years of experience in the digital marketing landscape and in the last 8 years as a Fractional COO. Through hard work, passion & eagerness to learn the newest trends in the industry, plus the gained credible experiences Pam has helped her better understand the demands & goals of Great Work Online's clients. This expertise allows her to understand their needs and provide them with the high-quality service they expect. More so, ...
  continue reading
 
Joshua Belk and his firm, Lodestar Tax and Consulting has been specializing in tax consultation, planning and preparation, business consultation and structure, and fractional CFO services since 1998. In addition to helping businesses and business owners reach their financial goals, Josh also helps to educate them in the complex matters of the business world which at times can be tedious for a business owner.
  continue reading
 
CFO Plus Services CEO and Scaling For Business Growth podcast host Ellen McIlhenny has been helping businesses save money and plan for the future for over twenty years. As a fractional CFO, she has worked with manufacturers, construction companies, wholesale distributors, and diverse business services. Prior to founding CFO Plus Services, she was a corporate Chief Financial Officer and Controller in mid-size and privately held companies, where she obtained extensive experience in transition ...
  continue reading
 
Artwork
 
Purposeful Profit is THE podcast for female business owners that are ready to take control of their business finances, build wildly profitable businesses and have more impact. The sexy parts of a business - marketing, sales and operations get plenty of attention - but finance is often a business’s neglected stepchild. It's time to show them some love - after all profit is how you have more impact and create financial freedom. Finance and strategy coach and fractional CFO Carla Moats will use ...
  continue reading
 
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
  continue reading
 
The Empowering Healthy Business Podcast is THE podcast for small business owners seeking to balance having a nicely profitable business, a sustainable, scalable, and salable business, lower stress levels, better work-life balance, and improved physical and emotional fitness. Yes, this is possible! Though it’s not easy. We’re here to help you navigate toward this objective.
  continue reading
 
Artwork
 
Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This ...
  continue reading
 
Artwork
 
I started my financial journey Fall of 2014 when I found myself with only $1.50 to my name, so I understand the frustration around money mismanagement, struggling with where to start, and the courage it takes to take ownership of your finances. Now, I’m a financial coach, speaker, author, and the founder and owner of Mills Knows Bills where I have the opportunity to teach individuals and businesses how to manage and master their money within 90 days. On this podcast, I will teach you how to ...
  continue reading
 
Welcome to Agent Money: How Top Producers Master Their Business & Personal Finances with CERTIFIED FINANCIAL PLANNER™ Jordan Curnutt and Fractional CFO for real estate agents Michael Kilner. This podcast aims to help successful real estate agents who might find it difficult to handle the financial side of their personal and professional lives. On each episode, Jordan and Michael will interview and showcase top producers to learn about what they're doing well and how you might implement certa ...
  continue reading
 
Welcome to The Giant Builders Podcast, where growth and transformation come to life through meaningful conversations, expert insights, and real-life stories. We are dedicated to helping individuals build their lives in ways that matter most—through personal growth, relationships, health, and spiritual journey. At The Giant Builders, we believe that everyone has the potential to be a builder—someone who is constantly learning, evolving, and creating a life aligned with their values and purpos ...
  continue reading
 
*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights t ...
  continue reading
 
About The Host… Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a Fractional CFO company that specializes in providing Business and Franchise Owners with all of the perks and benefits of having a full time Chief Financial Officer and Business Succession Planner, but for a fraction of the price. He is a Partner and Consultant with The Franchise Consulting Company; the largest American owned franchise consulting company in the world. He is the Author of the forthcom ...
  continue reading
 
Profit Reimagined Inc., a certified B Corp, brings you Her CEO Journey: The Business Finance Podcast for Mission-Driven Women Entrepreneurs. In this podcast, we openly talk about the financial and business challenges women face on their journey to success. My guests and I share the real stories—disappointments, lessons learned, big wins, and everything in between—as they’ve scaled their businesses from six to nine figures. Together, we explore the money side of their businesses, giving you t ...
  continue reading
 
Everywhere we go we have infinite chances to glean remarkable insights from the captivating people around us. I often leave conversations with a sense of wonder, thinking, "Wow! That person has such intriguing perspectives and unique experiences and I can't wait to share what I've learned." I am bringing you conversations with some of the brilliant people I meet and admire.
  continue reading
 
Artwork

1
Scale Your Small Business

Jillian Flodstrom

Unsubscribe
Unsubscribe
חודשי
 
The Scale Your Small Business Podcast helps entrepreneurs and small business owners put simple systems in place to see exponential growth. It’s hosted by serial entrepreneur, Jillian Flodstrom. If you need help mitigating the feelings of overwhelm and confusion when it comes to leading and growing your business this show will help you calm the chaos, increase productivity and grow your revenue.
  continue reading
 
Artwork

1
Raincatcher

Marla DiCarlo

Unsubscribe
Unsubscribe
חודשי
 
Hosted by Marla DiCarlo, this show discusses the ins and outs of selling and buying businesses and building value for the future. We toss around the cliché that small business owners put tons of blood, sweat, and tears into their businesses. This is true. Too often, small business owners leave money on the table. They don't take advantage of negotiation because they don't know how to improve or can't determine the right way to market themselves. Don’t have a sellable company? That is the rea ...
  continue reading
 
Artwork

1
Stop Winging It

Michael Carver

Unsubscribe
Unsubscribe
חודשי
 
We focus on small business owners, CEO's and executive leaders, by highlighting a variety of topics and key business functions and breaking them down into manageable 5-10-minute slices. Our goal is to bring you relevant and timely ideas to consider when looking for solutions to today's business challenges. Tough conversations, culture, people management, process efficiency and much more. We provide an overview of what today's leaders are saying and doing, so you get the information you need, ...
  continue reading
 
Artwork

1
Money Minute

Marguerita Cheng

Unsubscribe
Unsubscribe
חודשי
 
Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help listeners make the best financial decisions and understand the world of finance. Each episode of Money Minute will cover topics such as the financial advice profession, personal relationships with money, and how to make smart financial choices. Margarita's mission is to bring transparency to the fi ...
  continue reading
 
The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become mo ...
  continue reading
 
Loading …
show series
 
Send us a text Unlock the secrets to transforming your business with Stewart Ervin, the mastermind behind Bracket Management. From launching a fence company at just 16 to becoming a distinguished fractional CFO, Stewart shares his journey and pivotal moments that shaped his career. You'll learn how he rebranded his company in 2019 and leveraged han…
  continue reading
 
On this one I was very pleased to be joined by Emilia De Stasio, CFA, the Founder & COO at Artscapy, the wealth management platform dedicated to art collecting. I really enjoyed this conversation with Emilia where we explored her background in Finance, her love of Art and her journey over the past 4 years as she has co-founded Artscapy, a platform …
  continue reading
 
In this episode of CFO Weekly, Luke Boyenger, Chief Financial Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team…
  continue reading
 
In this insightful episode, we sit down with Alex Little, the owner of Little CFO Services, to delve into the world of business finance. Alex shares his expertise in fractional accounting and tax services, aimed at helping small business owners better understand their financial landscape. Whether your business is making a million in revenue but fee…
  continue reading
 
This masterpiece by David Fields is a tremendous resource for solopreneurs and entrepreneurs who initiate consulting and fractional CXO firms. David outlines how to position and grow consulting practices efficiently and create lasting relationships with clients. He begins with his term: “right side up thinking” meaning always bit the customer and t…
  continue reading
 
In this milestone 100th episode, host Dean Waye engages with seasoned marketing leaders Alan Gonsenhauser, CEO of Demand Revenue and Evan James, CEO of Dream Writer.AI. The conversation delves into the core challenges of modern marketing, from aligning sales and marketing teams to the intricacies of prospecting, content marketing, and product-led g…
  continue reading
 
Description: • Inflection points of emerging companies from problem-market fit, to product-market fit, to platform-market fit. • Retaining and growing existing customers to drive customer lifetime value. • Valuing the financial impact of your customer base with Earned Growth = Net Revenue Retention + New Logo business from customer advocates. • Cre…
  continue reading
 
In this podcast, Peter Mahoney, CEO of Plannuh interviews Alan Gonsenhauser of DemandRevenue.com to discuss the importance of creating and maintaining remarkable customer experiences, key metrics to track progress, and how to leverage NPS 3.0 to drive continuous improvement and long-term financial success. https://www.demandrevenue.com/podcasts/…
  continue reading
 
How AI Video Creation Can Boost Your Online Visibility and Drive Sales In this episode of The Giant Builders, Lois Wyant takes the stage to share her latest insights on video marketing and how to create impactful business videos quickly and easily using AI. Learn how video increases online visibility, engages your audience, and boosts conversion ra…
  continue reading
 
In this episode of CFO Weekly, Chad Gold, Chief Financial Officer at G2, joins Megan Weis to discuss strategic financial engineering. Chad dives into mastering valuation and investment strategies for high-growth tech companies, financial modeling, and building strong investor relationships. With over 20 years of experience in corporate finance, inc…
  continue reading
 
There is a new federal filing requirement for 2024 that new and existing businesses must comply with, or else face hefty fines. Businesses are required to report the identities of their Beneficial Owners. This filing is typically made by tax CPAs or attorneys and must be kept updated. Greg Reed helps us navigate these new requirements. More specifi…
  continue reading
 
Welcome to the Mills Knows Bills Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for variable income earners to manage their finances effectively. Let's get to those burning financial questions! This episode features a guest appearance by Josh Pies, owner of C47 Digital Studios, to discuss the financial comple…
  continue reading
 
Marketing can feel like a black hole sometimes — you’re doing all the things, but how do you know if it’s truly moving the needle? In this episode, we dive into the question that every business owner asks at some point: Is my marketing actually working? If you’ve ever felt lost or unsure about whether your marketing efforts are delivering real resu…
  continue reading
 
If you were to ask me about my favorite book on private equity, I would say The Private Equity Playbook by Adam Coffey. The book is easy to read, the math is simple and impactful, and the stories are based on a former CEO who understands the intricacies behind private equity. Adam has released the second edition of this book, which is about 20 perc…
  continue reading
 
Evaluating Talent vs. Billing: One common pitfall when hiring a senior level executive is realizing after the fact that the talent did not match the billing. To avoid this costly mistake, it is essential to thoroughly vet potential candidates and ensure they have the necessary skills and experience to effectively manage the project. Asking for refe…
  continue reading
 
Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are excited to welcome Michelle Weinstein, a seasoned sales expert and founder of The Abundant Accountant. Michelle dives into the core challenges that firm owners face when it comes to sales, particularly the difficulty of increasing fees for existing clients. She shar…
  continue reading
 
Key Takeaways The Importance of Financial Planning: While Sarah enjoys branding and marketing, her experience highlights how vital financial planning is to long-term success. Early lessons from fundraising helped her keep profitability front and center as she built Chiwis. Understanding the CPG Landscape: Entering the CPG industry comes with its ow…
  continue reading
 
Today's episode is part of a series of six interviews recorded at the Oracle NetSuite Cloud World and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Meredith Rowan, Group Vice President – ANZ + ASEAN Applications Oracle Meredith leads…
  continue reading
 
In this episode of The Giant Builders, host Lois Wyant sits down with Monica Harris, a Christian life coach who, alongside her husband Rainie, helps Christians master emotional and relational health. Monica shares her profound journey of overcoming personal and church-related trauma, offering insights into the transformative power of acknowledging …
  continue reading
 
Having supported the bookkeeping and accounting needs of many marketing agencies over the years, SmartBooks routinely addresses a few key accounting topics to help clients get the most out of their financial reporting. In this episode guest Lindsay Jarosch highlights these issues. More specifically, this episode includes: Benefits of a segmented ch…
  continue reading
 
Exploring the Synergy between CFOs and CMOs | Grow CFO Show Join host Kevin Appleby and special guest Alan Gonsenhauser, Founder and CEO of DemandRevenue.com on the Grow CFO Show as they delve into the crucial relationship between Chief Financial Officers (CFOs) and Chief Marketing Officers (CMOs). https://www.demandrevenue.com/podcasts/…
  continue reading
 
Welcome to the Mills Knows Bills Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for variable income earners to manage their finances effectively. Let's get to those burning financial questions! In this episode, Mills is joined by Jill Healey, a Realtor with Park Life Group at Keller Williams Winter Park in Fl…
  continue reading
 
As a business owner, it’s easy to feel like you need to manage every single task yourself. From answering emails to overseeing social media posts, it can seem like doing everything is the only way to keep things running smoothly. But the reality is that trying to handle it all alone leads to burnout, inefficiency, and slows down your business growt…
  continue reading
 
As a financial leader, I want to know every aspect of business. While quarterbacking my share of ERP implementations, I had only once heard the term PMO (short for Project Management Office). Accordingly, I wanted to learn more. After reading Laura Barnard's new book on PMOs, I quickly realized she is probably the global thought leader on this subj…
  continue reading
 
In this episode of “Go Fast, Grow Fast,” join us as Shawn sits down with Alan Gonsenhauser, the Founder and CEO of Demand Revenue, LLC, for a discussion on driving revenue growth, navigating the challenges of scaling businesses, and mastering the art of marketing leadership. https://www.demandrevenue.com/podcasts/…
  continue reading
 
In this episode, marketing experts Alan Gonsenhauser from Demand Revenue and Doug Hunter from Peak Point Solutions discuss the biggest shifts in marketing strategies as we move into 2025. With the rapid advancement of AI and changing economic conditions, companies need to be more deliberate about their marketing approaches. https://www.demandrevenu…
  continue reading
 
The recent decision by the Fed to drop interest rates by 50 basis points has sparked speculation about the state of the economy. Many are viewing this move as a signal that the possibility of a recession may be looming. However, it is important for business owners to carefully consider how this rate drop will impact their operations and bottom line…
  continue reading
 
In this episode of FinFactor, Blaine Bertsch interviews Michael Haynes, a business growth expert, about helping CPA firms grow. They discuss the importance of understanding how clients buy accounting services and the need for a go-to-market strategy that aligns with clients' needs. Michael emphasizes the value of delivering advice, insights, and re…
  continue reading
 
Show Summary: In this episode of the Grow My Accounting Practice podcast, Doreen Binkiewicz, founder of DGL Business Solutions and Certified Profit First Professional, dives into the vital components of exit planning and succession strategies for business owners. She explains how these strategies are not necessarily retirement plans, but rather a w…
  continue reading
 
Send us a text Unlock the secrets of unparalleled business growth and discover the principles that drive success with our special guest, John, a trailblazer in the tax and franchise industry. Prepare to be inspired as John reveals his incredible 55-year journey, from humble beginnings at H&R Block to the creation of billion-dollar giants like Jacks…
  continue reading
 
Today's episode is part of a series of six interviews recorded at the Oracle NetSuite Cloud World and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In today’s episode, I speak with Scott Wiltshire, Vice President & GM, Oracle NetSuite ANZ. Scott is keen to help c…
  continue reading
 
Numerous financial blog articles and LinkedIn posts highlight the benefits of a small business owner hiring a portfolio CFO. However, I do not recall these writers commenting on why financial professionals step away from the W-2 world to serve multiple owners as clients instead of sticking to a steady paycheck. Sara Daw may be the first author to a…
  continue reading
 
In this episode, we speak to Alan Gonsenhauser, the Principal and Founder of Demand Revenue about all things customer experience. Alan is an experienced CMO and general manager, and more recently as a CMO Executive Advisor and Analyst at Forrester and SiriusDecisions. He now offers Interim / Fractional Marketing Leadership, CMO Executive Advisory a…
  continue reading
 
In this episode of How to Build a Team, Pam Monteith dives into a topic that every business owner can relate to: overwhelm. Whether you’re feeling like you're drowning in tasks or struggling to let go of control, this episode is for you! Pam shares three actionable strategies to help you overcome overwhelm through the power of delegation and smart …
  continue reading
 
In this episode of CFO Weekly, Alyssa Shadinger, Chief Financial Officer at Sisense, joins Megan Weis to share how to transform data into actionable insights. Alyssa also discusses her passion for data-driven decision-making, the importance of fostering a culture of data literacy, and the role of AI in finance. Alyssa brings a strong skill set in l…
  continue reading
 
The Trusted Advisor my David Maister is an excellent read about becoming a trusted advisor with your clients. To me, there's nothing more important than our personal reputations and building real trust with clients who know you always look out for their best interests. This book outlines the process of building and maintaining trust which is really…
  continue reading
 
Welcome to the Mills Knows Bills Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for variable income earners to manage their finances effectively. Let's get to those burning financial questions! In episode 23, Mills discusses effective marketing strategies with Devin Pope, managing director and senior advisor …
  continue reading
 
he scarcity of skilled workers has reached a point where some businesses are being forced to shut down due to the lack of available help. This has become a major concern for the overall economy as companies struggle to meet their operational needs and sustain growth without access to essential skills.…
  continue reading
 
This season we’re gonna talk through scenarios that companies and these CMOs experience. To share lessons learned, and tips on how to get the most out of a fractional CMO you hired. 1. So you just started a hypothetical 1-year engagement, What’s the first problem most of your clients need to start fixing. And also please tell the audience a little …
  continue reading
 
Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are joined by Rhamy Alejeal, owner of People Processes, to explore how HR can supercharge profitability for businesses. Rhamy explains why accountants should pay close attention to their clients' HR strategies and highlights the often-overlooked overlap between accounti…
  continue reading
 
Send us a text What if the key to your entrepreneurial success lies in the unexpected? Join us as we chat with Max, the visionary founder of BooXkeeping, who shares his incredible journey from a chance encounter to becoming the go-to bookkeeping service for 98 franchise brands, including big names like Sport Clips and Fast Signs. Max opens up about…
  continue reading
 
Click the link below for the Limited time 2 for 1 offer mentioned on the pod: Life Ready Pathway In this first episode of the new season, I’m thrilled to be joined by Suke Ridler, the CEO and founder of My LifeJars, a company that assists in organising documents and passwords to access during life and after death. In this conversation, Suke and I d…
  continue reading
 
Join me as I recount my journey through the vibrant Nashville Xerocon, where country spirit and tech innovation collided. In this episode, I cover: My personal takeaways from the conference Insights from the Nashville Xerocon and key product announcements Innovation from the exhibitor floor Behind the scenes of speaking at my first International Xe…
  continue reading
 
In this episode of Her CEO Journey, we sit down with Venessa Stonehouse, the founder of Mindful FÜD. Venessa’s journey from running a food truck to creating a successful plant-based brand is nothing short of inspiring. Mindful FÜD isn’t just about tasty vegan products—it’s about making a positive impact with every bite, including their unique honey…
  continue reading
 
Loading …

מדריך עזר מהיר