Big Profits, Small Business

I know, the title CFO isn't usually associated with talk about emotions, social tensions, or mental strain. But in real life, financial decisions really are effected by our mental/emotional state, and faulty mindsets can get in the way of us doing what's best for our business. In today's episode, I address three mindsets that I've seen get in the way of business growth and profits,...

Did you know that the rules recently changed for 1099s? The One Big Beautiful Bill Act of 2025 increased the threshold for required 1099s, and it could decrease the paperwork for your 2026 taxes! Listen now to learn more. For one-on-one strategy and CFO-level support, schedule your no-commitment discovery call now and learn how AFS can clarify your business finances.

What do you do when your current prices aren't cutting it anymore, but you're terrified to increase them? I'll walk you through how to strategically raise your rates so you can earn a profit without losing all your existing customers and starting from scratch. In fact, following this system, your bottom line might improve radically within 18 months! We want to go behind the scenes with...

I'm turning 40 this month! As I celebrate a milestone (can we call it that?) that many people dread, I encourage YOU to celebrate moments in your life and your business. And if you don't feel like you can celebrate, ask yourself, "Why? Where is the pressure and expectation coming from?" We can all choose to rebel against expectations that don't feed our businesses and our liv...

Katherine Yager went from corporate in-house marketing to CEO of her own marketing business—with no agency experience. Her business has allowed her the flexibility to travel and to align work and daily life for her family. She also shares tips on how to make sure your website is built for search engine marketing so you can attract more leads! You can connect with Katherine on LinkedIn. Did you kno...

Really bad business advice didn't stop Amy. Her business is 25-years strong, and she continues to pivot, niche down, and align her business more and more with her dreams—earning what she wants, how she wants! Today, I chatted with Amy Kehs of Kehs Communications (est. 2000), and she'll tell you all about building a business you love—that lasts! You can connect with Amy on her ⁠website ⁠. D...

What do I mean when I say "cash runway" and "reserves"? These are two important terms to know, and they represent two numbers you should know about your business. Tune in to learn how they help prepare you for lean times and how to calculate them! Did you know you can hire me to be Virtual CFO for your business?! Schedule your FREE discovery call ⁠here⁠ . Or signup for our monthly ⁠newsletter ⁠ fo...

We are more than just our business. Yes, our business pays us and inspires us, but it shouldn't completely take over our lives! Today, I'm talking with Emily Bissen, founder of Blue Heron Business Partners, about the value of connections, aligned relationships, and building a business that feeds your life and your family instead of draining them. You can connect with Emily on her website o...

On this episode, I got to interview AFS' very own Shannon. 🤗 She's the gal behind so many answered emails and the fresh perspective in so many brainstorming sessions—it just wouldn't be "AFS" without her! Literally. She helped name it! Tune in to hear our origin story and learn how we make "business with friends" work for us. P.S. We'd love to connect with you...

I get asked this question a lot—Who am I missing on my financial team? Bookkeeper, CPA, tax preparer, tax lawyer, and more... there are so many titles to know and understand that sometimes it's overwhelming. Check out this episode to learn more about what each financial professional does and which ones belong on your team. 😉 Pssst! If CFO is on your "hire" list, book a free 1-1 disc...

How do you delegate successfully when all your business processes live inside YOUR head? How do you delegate well so that it actually takes things off your plate instead of adding to it? I got the answers from Ashley Carlson, a delegation expert. Tune in for her tips on how to streamline your business, train help that actually helps , and get back to doing what you love most. Ashley Carlson is the...

When you feel discouraged, overwhelmed, and just like it would be better to burn down your business than struggle through one more day—listen to this episode. I explain when it IS best to close up shop vs. when it's really worth it to keep trying. I give 5 steps for getting your business on solid ground again. And I offer a glimpse behind the scenes with my clients' businesses (including o...

Today's episode is full of announcements, including— 🔥 Our theme for 2025, 🔥 Upcoming topics, 🔥 And the return of GUEST EPISODES! Tune in, subscribe, and connect with me. ☺️ ~Jen Ward ( https://bio.site/assigned )

Are you ready for a lawsuit? What about a bad client who never pays you? Or a bad employee who steals from the business? We never like to think that these things could happen to us, but the truth is—sometimes they do. Today's episode is about how to protect your business (and your personal assets) when bad things happen. So grab your notebook and pen and tune it! Learn more at assignedfinancialsol...

Hiring can help grow your business, increase your revenue, and free your own time. If you're thinking about making your first hire—congratulations! This episode is for you. In this episode, I share how to stay compliant while hiring, as well as my tip for making sure you can keep up with paying your new employee or contractor. Learn more at ⁠assignedfinancialsolutions.com⁠ or book your FREE ⁠disco...

I advise my clients to avoid debt whenever possible, but sometimes it can't be avoided! If you find yourself in debt, follow these tips to pay it down fast and free your business finances. When you're ready for objective, professional guidance for how to pay off debt and pay yourself more, email me! I'd love to be your Fractional CFO. 📫 jen@assignedfinancialsolutions.com Learn more at assignedfin...

Did you know that more services are subject to sales tax than used to be? Or that, even if you're paying quarterly estimated taxes, you still have to file annual income taxes? In this episode, I dive into the "other" types of business taxes, the ones you might owe in addition to the small business tax. Listen in now! Are you enjoying "Big Profits, Small Business"? Please le...

I hear it all the time. You didn't start your business to get rich—you started it because you were passionate about your services, products, or clients. But the hard reality is that a business can't survive without money, and you aren't likely to sustain your business without a salary. In today's episode, I'll share why it's so important to pay yourself, how to do it, and w...

Sarah Talbert, as a devoted storyteller and explorer of faith, employs her creative writing to inspire spiritual growth. Through historical fiction and other writings, she shares compelling narratives aimed at deepening readers' connections with Jesus. Sarah cultivates community through discipleship, hospitality, and storytelling, alongside being married to her middle school sweetheart and enj...

What's the best process for paying bills? How much of it can you automate? Do you really need to keep receipts? Check out today's episode for answers to these questions, and more as we talk about managing your business' expenses! Connect with AFS on our website—assignedfinancialsolutions.com.

Did you know that many small-business owners should be paying estimated taxes and AREN'T? Don't miss this episode where I answer all your estimated-tax questions: What are estimated taxes? Do you need to pay them? How do you calculate what you owe? Connect with AFS on our website— assignedfinancialsolutions.com . Get my FREE estimated tax calculator: https://docs.google.com/spreadsheets/d/...

"Bookkeeping" can be a fuzzy term to define, and it can be even fuzzier for a new business owner trying to implement in their workflow. In today's episode, I spell out what bookkeeping is and what it should look like for YOUR small business. Listen now! ⁠Visit Assigned Financial Solutions 

What's the difference between a sole proprietorship, an LLC, and an S-Corp? Listen to today's episode of "Big Profits, Small Business" to learn all about types of business entities and how they relate to tax elections. Download the PDF of Understanding Your Business Entity and Taxation Visit Assigned Financial Solutions

I've worked behind the scenes with a lot of businesses, and I've seen a lot of different payment methods. In this episode, I'm revealing the BEST way for a business to receive payments—it's professional, it supports your cash flow, and it makes your clients happy. Who wouldn't want that?! Find out more about AFS Join the monthly AFS newsletter

Just starting your business? Or just starting to get your business finances on track? 😅 The best (really the only) place to start is to open a separate bank account just for your business. Learn how (and why) on today's episode of "Big Profits, Small Business"! ⁠ Find out more about AFS  ⁠⁠⁠ ⁠⁠⁠ Join the Monthly AFS newsletter