Willow Virtual CFO

Cultivating Business Growth

Business EN ↓ 187 episodes

How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world challenges solved with actionable steps that get you real results both in business and building the life...

Author

Willow Virtual CFO

Category

Business

Podcast website

www.willowcfo.com

Latest episode

Jun 8, 2026

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Episodes

#162: How to Grow a Dental Practice Through Community, Leadership, and Support with Dr. Grace Yum of Mommy Dentists in Business 21.04.2025

In this episode, we're joined by Dr. Grace Yum, founder of Mommy Dentists in Business, to explore how building a strong community and embracing leadership can help you grow a dental practice. We discuss mentorship, burnout, profitability, and how collaboration leads to greater success for women in dentistry.

#161: Cash Flow Projections Made Simple 07.04.2025

In this episode of the  Cultivating Business Growth Podcast , host Megan Spicer is joined by Jaime Staley, Partner and CFO at Willow Virtual CFO, to break down the often-intimidating process of creating and managing cash flow projections. Whether you're a seasoned entrepreneur or just trying to get a better handle on your finances, this episode is designed to simplify your strategy and help you ga...

#160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek 24.03.2025

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 accounti...

#159: What is Cash Flow Management and Why is it Important? 10.03.2025

Today, we're diving into a fundamental topic for every business owner:  what is cash flow management and why is it important? To help us unpack this, we're thrilled to welcome back our resident cash flow expert, Jaime Staley. Known affectionately as the 'Cash Flow Queen,' Jaime brings her wealth of knowledge to help business owners take control of their finances and build a more secure future. Cas...

#158: Leveraging Personal Financial Management to Enhance Business Success 24.02.2025

We are so excited to welcome Joe Saul-Sehy for episode 158! Joe is a seasoned financial expert with a background as a financial advisor and co-host of the award-winning Stacking Benjamins podcast, where he dives into personal finance topics with a fun and approachable style. Joe's experience and insight make him a trusted voice for those seeking financial wisdom, especially business owners looking...

#157: How to Prepare Your Business for a Stress-Free Tax Season 10.02.2025

Tax season is a time of high stress for many business owners. The fear of the unknown, looming deadlines, and last-minute scrambling often create unnecessary anxiety. However, with proper tax planning and organization, you can significantly reduce the stress associated with this time of year. In episode #157 of the Cultivating Business Growthpodcast, host Megan Spicer is joined by Katina Peters, P...

#156: Leveraging Social Media for Business Growth 27.01.2025

Mari Smith, one of the world's top social media experts and often called the 'Queen of Facebook,' joins us for episode #156. In this exciting episode, Mari gives business owners actionable insights on leveraging social media for business growth.

#155: A Guide to CFO Outsourcing Services 13.01.2025

Join us for the first episode of the new year, where we discuss signs that you are outgrowing your accountant. Are you ready to grow and take the next step? If so, it may be time to outsource CFO services. As your business grows, so do its financial complexities. Knowing when to expand and invest in additional expertise can make all the difference in achieving sustainable growth.

#154: The Importance of Customer Experience in Business Growth 02.12.2024

Welcome to Episode #154 of the Cultivating Business Growth Podcast , brought to you by PJS & Co. CPAs! In this episode, host Megan Spicer teams up with Kim Nixon , Director of Operations, to explore how prioritizing customer experience can become a pivotal driver for business growth. Together, they discuss the differences between customer service and customer experience, share strategies to improv...

#153: Lean Marketing Strategies with Sarah Noel Block 19.11.2024

In episode #153, Sarah Noel Block discusses lean m arketing for small businesses. She is the founder of Tiny Marketing . She shares ways they can achieve big results. Whether you're running a small marketing team or wearing all the hats yourself, Sarah's expertise in streamlined, efficient marketing systems offers invaluable insights. If you've ever felt overwhelmed by marketing and unsure where t...

#152: Budgeting for Business Growth - How to Plan and Execute 04.11.2024

In episode #152, Jaime Staley helps us tackle the question: how do we plan and execute a budget for business growth? Considering that the financials are a lifeline for a company, this topic is an important starting point for any business at any stage of its life. If this is your first time taking on a budget for your business and you aren't sure where to start, we can help. PJS & Co. CPAs are offe...

#151: How Organizations Can Thrive & Foster Innovation with Tara May 21.10.2024

Don't miss episode #151, where Tara May, CEO of Aspiritech, a nonprofit tech services company with 95% autistic employees, joins us to discuss how companies should focus on the ROI of kindness and how organizations can thrive and foster innovation by promoting neurodiversity & psychological safety in the workplace.

#150: Smart Growth Goals & Foundation 07.10.2024

Welcome to episode 150 of the Cultivating Business Growth Podcast. Today, we will explore the power of SMART goals and how they can help you build a strong foundation for growth. Whether you're a CEO, entrepreneur, or business owner, setting specific, measurable, achievable, relevant, and time-bound goals is critical to turning your vision into reality. We'll explore practical tips for creating SM...

#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland 23.09.2024

Welcome to episode #149, where we discuss Strategies for Effective Communication With Your Tax Preparer and bookkeeper. Nancy McClelland, a top client accounting services ProAdvisor, one of the Top 50 Women in Accounting, and the writer of an award-winning blog, The Dancing Accountant, joins us to discuss how small businesses benefit from encouraging and promoting open communication with their boo...

#148: The Role of a CFO in Business Growth 09.09.2024

Welcome to episode #148. Today, Partners and VCFOs of PJS & Co. CPAs Jaime Staley and Katina Peters uncover the question, "How can I grow my business?" and how a skilled CFO can be the key to unlocking sustainable growth, steering the financial strategy, and ensuring your business survives and thrives in a competitive market. 

#147: Helping Business Owners Be Financially Fearless with Dr. Barb Provost and Maggie Nielsen 26.08.2024

Jaime Staley, partner and CFO at PJS & Co. CPAs, Dr. Barb Provost, Founder of Purse Strings LLC, and Maggie Nielsen talk about how to help business owners overcome financial fears in this episode. Barb and Maggie have joined forces to support and empower women to take control of their financial future and make informed choices about managing their money. 

#146: Signs It's Time to Hire an Operations Manager 12.08.2024

Welcome to episode #146, where we continue discussing the crucial role of an Operations Manager. In episode #145, we covered the many benefits of having an Operations Manager. In this episode, we will discuss when to hire one for your company. Kim Nixon joined us again to walk us through the hiring procedures for operations managers.

#145: The Benefits of Hiring an Operations Manager 29.07.2024

In episode #145, Kim Nixon, Director of Operations at PJS & Co. CPAs talks about why hiring an Operations Manager is important. There are many benefits of filling the operations manager role. In the next two episodes, we will talk about the advantages of hiring a professional. We will also show examples of their work and talk about when you might need to hire one. Additionally, we will give tips o...

144: Managing Personal Finances Part II 17.06.2024

Welcome to part two of our discussion of the dos and don'ts of managing your money. Maintaining a good relationship with your finances and setting realistic goals for yourself is essential for financial success. In episode #143, we explored several dos to assist you in starting and maintaining a sound financial life. Jaime Staley helps us understand what not to do, which is just as important as kn...

#143: Personal Finance Part I 03.06.2024

Join us for part one of our two-part series, which discusses the "do's" and "don'ts" of managing personal finances. Jaime Staley joins us for episode #143 to discuss the "do's" and offer personal finance tips. Finances are an overwhelming topic, and there are so many aspects to understand, from budgeting to credit cards to investing. Learning how to manage money correctly is an essential part of l...

#142: Unlocking Growth - The Importance of Industry Benchmarks 20.05.2024

In episode #142 of the Cultivating Growth Podcast, we discuss unlocking growth for your business. Jaime Staley joins us to discuss the importance of industry benchmarks. Industry benchmarks are metrics a company can use to see how it performs compared to other businesses in its industry. This information is crucial in growing your business and achieving long-term success.

#141: Accounting Month-End Close Checklist Best Practices 06.05.2024

Join us for episode #141 where we discuss the Accounting Month-End Close Checklist. Jamie Staley discusses different techniques and strategies for handling this for various businesses. This analysis is essential in keeping accurate data and making sound financial decisions based on your business' monthly data. 

#140: Building Trust & Trust Compression with Rick Watson 22.04.2024

We talk with Rick Watson in episode #140 of the Cultivating Growth Podcast. Rick is a financial expert, trusted advisor, and the Founder of the National Referral Network. He is also the author of " A Firm Worth Building: Running a Better Professional Business. " Rick offers insight on building trust in sales and strategies for building a two-year relationship in just a few weeks!  

#139: 10 More Strategic Questions for Your CFO - Part II 08.04.2024

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 25.03.2024

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...

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