Cultivating Business Growth

#139: 10 More Strategic Questions for Your CFO - Part II

April 08, 2024 16:00 - 31 minutes - 28.8 MB

Join us for episode #139, part two of our "10 Strategic Questions for Your CFO" series. If you haven't already, check out episode #138 for the first five questions. In this episode, we will continue our discussion with Katina Peters about important questions for your CFO. With these five questions, you will feel more informed and at ease, maximizing your time effectively.

#138: 10 More Strategic Questions for Your CFO - Part I

March 25, 2024 21:00 - 26 minutes - 24.6 MB

Is your business ready for a Chief Financial Officer? Have you started your new financial journey with a professional? If so, check out episode #138 and learn some strategic questions for your CFO when meeting with them for the first time. This two-part series will provide 10 questions that can help in managing your company. Hiring a financial advisor can also be costly, so it's important to make the most of your money and ask the right questions.

#137: Leadership Finding a Mentor in the Dental Industry with Dr. ArNelle Wright

March 12, 2024 04:39 - 36 minutes - 33.4 MB

Dr. ArNelle Wright is a true leader in the dental industry. She is a certified transformation and personal growth coach, general dentist, speaker, and mentor. In this episode, she covers the benefits of having a mentor. She also tackles how leadership classes can enhance your business and team. Additionally, she discusses the key factors for a successful dental business.

#136: Navigating Payroll Transitions with Your CPA

February 26, 2024 11:00 - 29 minutes - 27.1 MB

The thought of switching your company's payroll software can cause some major anxiety. It requires patience, research, communication, and team effort. Payroll is extremely personal for a company. Your team depends on their paychecks. Getting people paid promptly and accurately with no surprises is the goal. If you've been delaying this task or need help figuring out where to start, check out this week's episode, where we discuss the dos and don'ts of changing payroll software.

#135: Construction Business Growth with Ruth King

February 12, 2024 23:39 - 31 minutes - 29.1 MB

Ruth King, otherwise known as the “Profit and Wealth Guru,” joins us for this episode. She is passionate about helping small business owners get profitable and stay profitable. Today, we will learn how Ruth helps contractors take their businesses to the next level.

#134: How to Find Your Niche in Business

January 30, 2024 05:26 - 29 minutes - 27.4 MB

In episode #134 of the podcast, we explore the secret ingredient to business success with Megan, Katina, and Amanda – unraveling the enigmatic concept of finding your niche. This skill is crucial for businesses in a busy market. It impacts their business operations, product marketing, and customer relationship management.

#133: The Newest Requirement for Business Owners

January 15, 2024 23:07 - 25 minutes - 23.6 MB

The new year is here and with it comes new filing rules for all businesses. In today's episode, we discuss the Beneficial Ownership Information (BOI) requirements and how the reporting requirements can affect you. We plan to assist our clients with these filings and will know more as additional information becomes available. We wanted to share what we know now with our podcast community. Please consult your attorney if you have any legal questions as they relate to the BOI.

#132: What You Should Know About Cryptocurrency

December 04, 2023 21:10 - 36 minutes - 33.6 MB

Many videos, tutorials, articles, and classes surround the crypto world, and access to information is constantly increasing. Today, we will learn from Laura Walter, a cryptocurrency CPA, about using crypto for business and personal life.

#131: Culture, Productivity & Profitability

November 20, 2023 18:41 - 30 minutes - 28.5 MB

How important is company culture when the rubber meets the road? Is it a vanity term that just evokes feeling of comfort or does it impact the bottom line? Growing your company and profits, requires understanding the connection between company culture and productivity.

#130: Next Level Performance with Brandon Pipkin

November 06, 2023 11:00 - 21 minutes - 20.4 MB

Reaching that next level performance in your business can be draining and time consuming. Not knowing where to start or how to do it can be frustrating. Brandon Pipkin is one of America’s top leadership and sales trainers, motivators, and author. He has trained over 3,000 global leaders, over 12,000 sales professionals and has delivered over 800 individual training classes. Brandon created H3Leadership and the H3Sales Approach to help teams and businesses improve performance. He believes ...

#129: Revenue Forecasting Part II

October 23, 2023 21:59 - 26 minutes - 25 MB

In our previous episode, part I, we defined revenue forecasting and the components of how to revenue forecast. In the second part of revenue forecasting, we explore how to apply and use this roadmap to help your business grow.

#128 : Revenue Forecasting Part I

October 09, 2023 09:30 - 30 minutes - 28.2 MB

In Part I of this two-part series, we are explaining the basics of revenue forecasting. This will include understanding what revenue forecasting is and learning how to do it effectively. Forecasting revenue can be challenging as your business grows but it's important to actively participate as an owner. Partner, Katina Peters, touches on the key elements that significantly contribute to and impact how to forecast your revenue.

#127: Finding Fulfillment & Happiness as a Business Owner with Dr. Tracy Brower

September 25, 2023 09:30 - 28 minutes - 26.7 MB

Dr. Tracy Brower is a sociologist studying work life fulfillment and happiness. She is the author of two books: The Secrets to Happiness at Work and Bring Work to Life by Bringing Life to Work. She is also a contributor for Forbes.com and Fast Company, and a Vice President of Workplace Insights with the Applied Research + Consulting group at Steelcase. Dr. Brower explains why employees feel unfulfilled and what brings them happiness at work.

#126: Psychology of Tenacity as a Business Owner

September 11, 2023 10:00 - 27 minutes - 25.9 MB

There are many skills and traits that go into forming a successful business owner, tenacity being one of them. Tenacity is not only something deemed solely for the business realm but in personal life as well. Dive into tips that go behind the psychology of tenacity and grit in business and how improve mental toughness.

#125: Leadership & Professional Development with Don Schmincke

August 28, 2023 15:04 - 24 minutes - 23.2 MB

Don Schminke, formerly a researcher at MIT and John Hopkins Institute, who is now a consultant for organizational strategic development. Don has taught 30,000 CEOs to reach their full potential and guide their companies to success. He delivers his methods with science and research data he has discovered over years of schooling and expeditions.

#124: Giving & Receiving Feedback to Take Your Leadership to the Next Level

August 14, 2023 10:00 - 33 minutes - 30.7 MB

Giving and receiving feedback in the workplace can take your team and leadership to the next level, improve self-awareness, and lead to business growth. Providing feedback regularly and directly is a big contributor to effectively making changes within your organization. It can be difficult and uncomfortable, but communication is crucial to evolving relationships. We use the book, Thanks for the Feedback, as a helpful resource that explores giving and receiving feedback within a team. If ...

#123: How Mindfulness is Sabotaging Your Success with Daniel Mangena

July 03, 2023 10:00 - 24 minutes - 22.8 MB

In this captivating episode, host Amanda Mulcahy engages in a thought-provoking conversation with Partner Jaime Staley and esteemed Author and Business Life Coach Daniel Mangena. Delving deep into the essence of his philosophy, Daniel sheds light on the common challenges faced by his clients, the delicate balance between personal and professional pursuits, and the transformative power of mindfulness in the business realm. Prepare to be inspired and gain valuable insights as this episode unco...

#122: How to Use the SWOT Analysis

June 19, 2023 15:15 - 26 minutes - 24.3 MB

SWOT analysis is one of the most common tools for businesses to audit and analyze their position and environment. Unfortunately, many companies and individuals take the SWOT analysis and throw them into a drawer once it's complete. They never get to the point of evaluating how they can integrate it into their strategic planning. How can we incorporate our strengths, weaknesses, opportunities, and threats into our planning without being over-ambitious or biased? Katina urges us to list all...

#121: Scaling Your Business with the Right Leverage featuring Dana Malstaff

June 05, 2023 10:00 - 29 minutes - 27.3 MB

We are bringing you a very powerful and impactful discussion with entrepreneur, author and the original Boss Mom, Dana Malstaff and Host Megan Spicer as they talk about Scaling Your Business with the Right Leverage. From people to technology and everything in between, it all makes an impact on the success of your business and how far you and your team can go and grow.

#120 - Is Multitasking Killing Your Productivity?

May 22, 2023 13:09 - 31 minutes - 29.4 MB

Host, Megan Spicer, and partner Jaime Staley discuss a very debatable topic, multitasking. Listen along while they weigh the pros and cons and dive into the discussion of if multitasking is killing your productivity. Megan and Jaime discuss the effects of anxiety, stress, and mental health. They provide advice on how to limit multitasking and enhance multitasking skills. Additionally, they offer strategies for improving team productivity.

#119: Practicing Resilience as a Business Owner

May 08, 2023 10:00 - 28 minutes - 26.3 MB

Join Host, Megan Spicer, and Partner, Jami Johnson, as they discuss business resilience and grit, two of their favorite topics, in today's episode. We are talking about business resilience, how to build it up and the characteristics you need to keep it going.

#118: Work Life Balance vs. Work Life Integration with Amy Vetter

April 24, 2023 10:00 - 32 minutes - 30 MB

Join Host Megan Spicer in a very hot topic that is forever ongoing: Creating Business, Balance and Bliss. She is joined by the knowledgeable Amy Vetter, who is the host of the podcast Breaking Beliefs, an Inc. and Entrepreneur.com contributor, author of the book Business Balance and Bliss, one of the most powerful women in accounting, board member and corporate advisor. The expertise and relatability on this topic about work life balance integration, gets you thinking about how the balance a...

#117: Safeguarding Your Financial Mindset as a Business Owner

April 10, 2023 10:00 - 30 minutes - 28 MB

Join Financial Therapist, Amanda Clayman and Host Megan Spicer in talking about Safeguarding Your Financial Mindset as a Business Owner. We dive into how past experiences and relationships can affect how you use and see money today, as well as how to go about changing your financial mindset to a more positive and successful one.

#116: 8 Tools to Help You Organize Your Personal Life for Busy Professionals

March 27, 2023 10:00 - 26 minutes - 24.7 MB

Handling a busy schedule can be difficult. Handling a busy schedule as a working professional can be even harder. It's time to organize your life and find the right tools for the job. We discuss 8 tips to help get and stay organized if you are a busy professional.

#115: Positioning for Deliberate Business Growth with Tim Williams

March 13, 2023 09:30 - 30 minutes - 28.7 MB

This wonderful episode features globally recognized expert in positioning and pricing for larger agencies, and author of Positioning for Professionals, Tim Williams. Tim dives into how to position your business for deliberate growth, what that means and how that may look from a positioning and pricing strategy.

#114: 10 Best Questions to Ask Your CFO

February 27, 2023 11:00 - 29 minutes - 27.6 MB

Are there strategic questions you can ask your CFO that can help you accomplish business goals? There are many questions that can arise, but it may be difficult to know where to start. One of the best leadership skills to acquire is knowing how to ask the right questions, so we have compiled the top 10 best questions to ask your CFO.

#113: Sense-Making and Tackling Complexity in Business with Dave Snowden

February 13, 2023 20:39 - 26 minutes - 24.5 MB

Dave Snowden is a consultant and researcher in government and industry specializing in complex issues and how they relate to strategy and organizational decision-making. He has pioneered a science-based approach to organizations through anthropology, neuroscience and complex adaptive systems theory. Listen in on how to approach complex issues in your business.

#112: 4 Expert Tips for Team Retention

January 30, 2023 11:00 - 34 minutes - 31.9 MB

Retention is a widely talked about topic in business, especially these last few years after the "great resignation" was introduced due to COVID. Retention is a topic that can be discussed and debated; so join Host and Marketing and Development Manager, Megan Spicer, and Marketing Assistant, Amanda Mulcahy, while they touch on 4 tips that have been proven to be helpful with retention.

#111: Setting Intentions to Achieve Business Goals

January 16, 2023 16:09 - 19 minutes - 18.1 MB

Join Host Megan Spicer on her first ever solo episode as she talks about the science and art of setting intentions. Megan dives into some scientific studies on how our body and mind processes and forecasts intentions. She talks about the emotional side of setting intentions and how they impact our daily lives. Megan brings us this informative episode just in time for the New Year where setting goals and intentions intertwine.“The act of setting an intention is really just stating what you...

#110: Overcoming the Fear of Marketing Yourself

December 05, 2022 10:00 - 25 minutes - 24 MB

Have you ever stopped yourself from promoting your business because of the fear of failure or fear of judgement from friends and family? Most people have been there, ourselves included! Megan Spicer, Marketing & Business Development Manager, and Amanda Mulcahy, Marketing Assistant, discuss how to overcome the fear of marketing yourself and your business in this episode. We talk about the importance of marketing, how it impacts your customers, and tips to help overcome fears that can be assoc...

#109: Why Business Owners Ignore Formal Plans

November 21, 2022 18:55 - 25 minutes - 23.6 MB

Partner, vCFO and Co-host Katina Peters joins Host, Megan Spicer on this episode. We are discussing personality traits of an entrepreneur, challenges for small business owners when it comes to formal plans and the science behind it all. If you don’t have a formal plan for your business, or have been putting it on the back burner, this episode is for you.

Why Business Owners Ignore Formal Plans

November 21, 2022 18:55 - 25 minutes - 23.6 MB

Partner, vCFO and Co-host Katina Peters joins Host, Megan Spicer on this episode. We are discussing personality traits of an entrepreneur, challenges for small business owners when it comes to formal plans and the science behind it all. If you don’t have a formal plan for your business, or have been putting it on the back burner, this episode is for you.

#108: Developing a Culture That Nurtures Accountability

November 07, 2022 11:00 - 27 minutes - 25.2 MB

The actions and conversations needed to establish accountability in a workplace and organization can be difficult. Partner of PJS & Co. CPAs and vCFO, Jaime Staley along with Host Megan Spicer discuss developing a culture that nurtures accountability in your organization. They talk about how it looks when you are lacking accountability, how to identify it and ways to encourage accountability in your organization.

#107: Building Your Business Without Sacrificing Family

October 24, 2022 12:47 - 27 minutes - 25.3 MB

We are excited to welcome Jeana Goosmann to the show! She is the Founder, CEO, and Managing Partner of the Goosmann Law Firm with four office locations in Iowa, South Dakota, and Nebraska. In 2021, Jeana won the Enterprising Women of the Year Award for her leadership of the largest Women Owned Law Firm in the Midwest. She is the author of the 2019 Amazon Bestseller Worth It: Business Leaders Ready Execute Deliver and a contributing author to the recently released 2022 Amazon Bestseller, The ...

#106: The 4 Ds That Could Destroy Your Business

October 10, 2022 15:38 - 24 minutes - 23 MB

In the world of business ownership, we must tackle difficult conversations and discussions because being prepared in a bad situation is better than the alternative. That is why Katina Peters, partner and vCFO, is here to discuss some of the unfortunate circumstances that can arise. Of course death, divorce, disability and departure are never ideal or planned, but we are here to help you through how to possibly avoid the despair that can come with them if you plan properly to protect yourself...

#105: Marketing Tools to Maximize Your Time

September 26, 2022 16:33 - 33 minutes - 31.4 MB

Marketing is a crucial component of business, but can be time consuming. You wear so many hats as a business owner, that it's imperative you focus on the tasks that will make the largest impact on growth. In todays episode, we are focusing on some of the best marketing automation tools for small business and marketing tips for small business owners to help maximize your time. Host Megan Spicer talks with one of PJS & Co’s newest members, Amanda Mulcahy, about the tools they utilize on a dail...

#104 : 3 Ways a Virtual CFO Can Help You Tackle Overwhelm

September 12, 2022 10:00 - 30 minutes - 28.3 MB

Running a business can get a little crazy, especially when combined with your personal life. In some cases, the overwhelm of work and life can even become seemingly unmanageable. Partner and CPA Jami Johnson and host Megan Spicer talk about 3 ways a Virtual CFO can help you tackle the overwhelm of work.

#104: 3 Ways a Virtual CFO Can Help You Tackle Overwhelm

September 12, 2022 10:00 - 30 minutes - 28.3 MB

Running a business can get a little crazy, especially when combined with your personal life. In some cases, the overwhelm of work and life can even become seemingly unmanageable. Partner and CPA Jami Johnson and host Megan Spicer talk about 3 ways a Virtual CFO can help you tackle the overwhelm of work.

#103: Finding Balance In Business

August 29, 2022 09:00 - 35 minutes - 32.6 MB

Join podcast host Megan Spicer and PJS & Co. CPAs Partner, Katina Peters, as they speak with podcaster and #1 Best Selling Author, spiritual seeker and serial entrepreneur Sam Kabert. Sam brings years of soul seeking experience and expertise and a new perspective when talking about the key to personal fulfillment and finding balance in your life as a business owner. Sam has had the opportunity to operate in the remote work realm and build relationships with other wonderful people in similar ...

#102: Playing the Long Game

August 15, 2022 14:18 - 26 minutes - 24.6 MB

Waiting periods are never fun nor easy, but crucial and beneficial in the long run for the success of your business. This time, we are talking about playing the long game in business, ultimately building value in your business. Katina and Megan discuss the benefits of looking ahead and keeping the end in mind as you're operating throughout your day, week, month, quarter and year.

#101: Investment Trends, Inflation, & Mistakes to Avoid with Darren Wurz

August 01, 2022 09:30 - 36 minutes - 50.4 MB

We are so excited to welcome Darren P. Wurz, MSFP, CFP® to discuss inflation and mistakes to avoid when investing. Darren specializes in working with attorneys, law firms, owners, and couples near retirement, providing comprehensive financial planning and active investment management.

#101: Investment Trends, Inflation, & Mistakes to Avoid with Darren Wurtz

August 01, 2022 09:30 - 36 minutes - 50.4 MB

We are so excited to welcome Darren P. Wurz, MSFP, CFP® to discuss inflation and mistakes to avoid when investing. Darren specializes in working with attorneys, law firms, owners, and couples near retirement, providing comprehensive financial planning and active investment management.

#100: Challenges in Working from Home

July 18, 2022 09:30 - 54 minutes - 75 MB

In this episode, our team talks about some personal and work challenges they face when trying to accomplish this balance. They share tips that have helped them overcome these challenges, or atleast manage them, as well as cover four themes in the remote work realm.

#99: Freedom as a Business Owner

July 04, 2022 15:22 - 27 minutes - 38.1 MB

We all know that freedom isn’t free. We fight for it at different levels; We fight for it as a country and even as business owners. At the end of the day it is definitely worth the fight but there is a struggle along the way. What does freedom look like to you for your business and how can you achieve the freedom you’re for which you’re striving?

#98: Best Books for Business and Personal Growth

June 20, 2022 10:00 - 29 minutes - 41 MB

We are discussing books that are geared toward business growth and personal growth in this episode. These are books recommended by our team, owners and clients; books we feel have made an impact in the growth of our business and personal lifes. With so many great reads available, sometimes you can find it hard to narrow down where to start, so we did that for you by highlighting why these nine books are worth the read.

#97: LLC vs. S Corp

June 06, 2022 10:00 - 30 minutes - 42.2 MB

In this episode we touch on the complex topic of the benefits of an S-Corp vs. an LLC business structure. The differences, misconceptions, and benefits are discussed while hitting on some new topics you might not have known about. We talk about the importance of educating yourself and finding advisors that can assist you in making these pivotal decisions.

#96: Macro & Micro Cash Flow Analysis

May 23, 2022 10:00 - 25 minutes - 35.5 MB

Cash flow is important because it predicts surpluses and shortages, and allows for properly planning for your business. There is a difference between macro and micro cash flow, and we are speaking today to Katina Peters, Partner, CPA and vCFO with PJS & Co CPAs, who can help us understand and provide her insights on the topic. We have a cash flow series available with some basics and a deeper dive into cash flow topics if you’d like to explore the topic of cash flow further.

#95: Don't Lose Out to Fraud

May 09, 2022 10:30 - 34 minutes - 47.5 MB

Falling victim to fraud as a business owner is a nightmare that we wish no one had to face, but unfortunately, it is a reality of business ownership we must take steps to protect ourselves against. So how do you prevent fraud in your small business? While fraud is a topic many people don’t enjoy discussing, it is important to address for business so that you may detect suspicious activity and better protect yourself. We'll provide some guidance on how to protect yourself and avoid the ramifi...

#94: Top 10 Criminal IRS Cases

April 25, 2022 10:00 - 31 minutes - 44.2 MB

Today we have a bit of a different episode for you all, and one we hope you’ll enjoy! We are talking about an article by the CPA Practice Advisor, The Top 10 IRS Criminal Cases of 2021. If you are a true crime or unsolved mysteries fan, this episode might just be right up your alley!

#93: Where is All of Your Money Going? Dental Practice Cash Flow Projections

April 11, 2022 09:00 - 27 minutes - 38.4 MB

Dentists make a lucrative living and many just assume that they are doing well, but it's worth looking at your business as a whole to understand where all of that revenue is actually going. Jaime Staley, Partner, vCFO and CPA here at PJS & Co. CPAs, specializes in working with dental practice owners, and uses her extensive experience to help us better understand dental practice accounting and, more specifically, take a look at dental practice cash flow projections to understand where all you...

Cultivating Business Growth

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