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

#112: 4 Expert Tips for Team Retention 30.01.2023

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 16.01.2023

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 go...

#110: Overcoming the Fear of Marketing Yourself 05.12.2022

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 importanc...

#109: Why Business Owners Ignore Formal Plans 21.11.2022

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 07.11.2022

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 yo...

#107: Building Your Business Without Sacrificing Family 24.10.2022

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...

#106: The 4 Ds That Could Destroy Your Business 10.10.2022

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 ho...

#105: Marketing Tools to Maximize Your Time 26.09.2022

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 tal...

#104: 3 Ways a Virtual CFO Can Help You Tackle Overwhelm 12.09.2022

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 29.08.2022

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...

#102: Playing the Long Game 15.08.2022

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 01.08.2022

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 18.07.2022

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 04.07.2022

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 20.06.2022

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 boo...

#97: LLC vs. S Corp 06.06.2022

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 23.05.2022

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...

#95: Don't Lose Out to Fraud 09.05.2022

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 bett...

#94: Top 10 Criminal IRS Cases 25.04.2022

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 11.04.2022

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, mor...

#92: What is the Purpose of a Dental Operating System? 28.03.2022

Josey Sewell, Co-Founder and Creator of the Dental Operating System, joins us for this episode focused on operating systems for dental practices. Now she has partnered with the DEO, Dentist Entrepreneur Organization, to help dentists grow and get the most out of their practices. Listen now to get tips you need for your practice! 

#91: Analyzing Business Data and Managing By Percentages 14.03.2022

Today we are talking about analyzing your business data and managing by percentages. Why do percentages offer a superior way of looking at data sets in your business? We are dissecting marketing, KPIs, financial percentages, and industry comparisons that will give you better insight into your business, help you track progress, and reach your growth goals.

#90: What is a Rock? The Importance of Goals for Your Leadership Team 28.02.2022

In today's episode, we are discussing the importance of goal setting for your leadership team and offering you some insights and tools to help you set and achieve those goals. We are highlighting successes from within our own firm and changes we have made that have allowed us to work toward our long-term goals to see business and personal successes! We are excited to welcome back to the show today...

#89: Marketing & Sales Processes for Business Growth 14.02.2022

In today's episode, we are continuing our series about the importance of processes in your business, more specifically, focusing today's episode on sales and marketing processes for growth in your business. Host Megan Spicer, Marketing and Business Development Manager for PJS & Co. CPAs, and Katina Peters, vCFO, CPA, CGMA, and Partner at PJS & Co CPAs bring some insights on sales and marketing pro...

#88: Why Should I Establish Operational Procedures in My Business? 31.01.2022

In today's episode, we are continuing on the topic of processes in your business and why they are so important. More specifically, we are focusing on operational processes. We are excited to welcome back to the show today, Kim Nixon, Director of Operations for PJS & Co CPAs for this important discussion about procedures and their role in growth. 

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