Cultivating Business Growth

We are excited to be back with you this year to continue bringing you important topics that will help you continue to grow your business! In this episode, we are discussing the importance of processes and business process documentation. We are speaking with Jaime Staley, Partner, CPA, and virtual CFO at PJS & Co. CPAs, so she may share her insights and expertise on processes and why they are so im...

Do you accept any new client who walks through the door? If you're operating this way, it could be impacting your growth and profitability. Today we are talking about your existing customers, analyzing revenue per client, and asking strategic questions about your clients that will help you get (and keep) the kind of high-quality clients you want in order to continue increasing revenue.

Do you use a financial model? Financial modeling is the task of building an abstract representation of your businesses' real-world financial situation, and it is something that is crucial to the overall health of your business. We want to share with you how to create this "roadmap" of sorts, so you can make informed decisions about your business, and know where your business is headed, in order to...

As we head into the last few months of the year, we thought it would be helpful to discuss budgeting and putting your business plan into figures. You may have completed some planning for the new year during this last quarter and we want to talk about converting your business plan into a meaningful budget. Our co-host to discuss this topic is one of our partners and our firm's budget expert and cas...

We are wrapping up our construction series today with our third episode in this series, and focusing today on construction industry metrics and KPIs (Key Performance Indicators). Katina Peters, vCFO and Partner at PJS & Co CPAs, has gained extensive experience over 17 years in working with owners in the construction industry and understands the unique challenges for construction business owners. W...

Today, we're talking about a platform that can help contractors and others in the construction industry save time and money while becoming more productive. In the second installment of our construction series, our expert in the construction industry, Katina Peters, helps us tackle this topic. We are also welcoming back a return guest! It is fitting we welcome Jason Perez back on the show to discus...

We are excited to begin a special, 3-part series focused on the construction industry! Today, our focus is on the basics of construction accounting, as well as construction industry accounting best practices for construction contractors. More specifically, we discuss what you can do to find efficiencies and transparency in your business. We will also talk about what you should discuss with your CF...

The Employee Retention Credit, or ERC, saw significant expansion in 2021. But, do you qualify for the ERC? Can you still get the ERC if you got a PPP loan? We have a special guest, Randy Crabtree, of Tri-Merit Specialty Tax Professionals, on this episode to talk about various ways for businesses to qualify for the credit, how much benefit you can receive, and how the credit interplays with other a...

In order to help you stay up-to-date regarding the tax laws and legislation over the past two years, we're focusing this episode on a few important changes and highlighting the most recent ones that can impact you and your business. More specifically, we want to give you some high-level information on Section 139, PTE (Pass-Through Entity tax), and the child tax credit. Because these changes will...

How do you get referrals that will grow revenue? Why are they so effective in growing your business, and what do you need to do in your business to get the best results with referrals? The co-hosts for our discussion today are Megan Spicer, Marketing and Business Development Manager, and Katina Peters, Partner, at PJS & Co. CPAs.

Today's episode of Cultivating Business Growth is focused on the power of extraordinary customer service. It's generally accepted in the business world that retaining current customers is a much more efficient way of growing profitability in your business than gaining new ones. The caveat is that they must be the right kind of customers. We will dive into how you can deliver extraordinary service...

Did you know that 72% of consumers say positive testimonials and reviews increase their trust in a business? Today we are giving you several tips to help you get persuasive testimonials and use them to convert prospects into buyers. We want to show the true impact on your business of getting, and tapping into, testimonials and reviews. We are speaking today with Jami Johnson, Partner at PJS & Co....

In this episode, we are going to talk about how to avoid common pitfalls that may come up during the selling process, as well as discuss some insights and real-world examples. We are speaking today with Jami Johnson, vCFO, Partner and Co-Founder at PJS & Co. CPAs, tapping into her expertise in the subject, and reviewing scenarios and case studies from the real world.

What is your business worth? In this episode we are answering that question, as we want to help business owners understand more about the process of business valuations, understand that there are many variables involved, and what you can do to be proactive about your business value. This is a deep dive into business valuations, including the types of reports available, methods used, and factors th...

How do you know what your business is worth? Most owners struggle with answering that question, but for a business owner, knowing the true measurement of your business' value is a critical step before selling your business. We'll be doing an overview today on the subject of how and when to plan ahead to sell your business in order to help owners be proactive throughout the process.

If your business is growing and the crucial, timely financial information you need for strategic decisions isn't prepared or available, it's likely time to hire a CFO. But how do you hire a CFO and what are your options? You may not think you can afford to hire a CFO if your business isn't bringing in multi-millions in revenue, but there are many options available to get the expertise you need. We...

Growing your company's revenue is a goal for almost every business owner, and it's a great feeling when you hit those financial goals you've set out to achieve. Reaching those new goals in your business can come with growing pains so there may come a time when your continued business growth and the desire to drive your business forward require a financial executive's expertise. Perhaps you have co...

Today's episode is focused on operational efficiencies and best practices you can implement in your own practice to optimize revenue in your law firm. Scott Brennan, CEO of Lexicon, and Tom Boster, the CFO, and COO, offer over 25 years of experience to help us gain insight so you can increase revenues, maximize efficiencies, reduce costs and spend more time practicing law.

Meetings are a part of life in business, but everyone has been a part of a meeting that didn't get anywhere and, as the saying goes, could have been an email. So how do we increase efficiency, productivity, and accountability in meetings to actually achieve results? Today, we are continuing to talk about Traction® by Gino Wickman , the Entrepreneurial Operating System (EOS®), and all it has to off...

We have referenced Traction®, by Gino Wickman, quite a bit in the past so today we are focusing on this tool and how it can help your business run more smoothly, improve efficiency, and gain traction to achieve your vision! To ensure we've got all the facts straight, we've invited CJ DuBe', a Certified EOS Implementer, and the Global Community Leader at EOS Worldwide®, on the show to talk to us ab...

We are quickly moving through the first quarter of 2021 and this means it is time for quarterly meetings! We are constantly learning and growing as we go through business cycles. As we learn and grow, it's important that all business owners meet regularly with their virtual CFO, CPA, or other advisor to ensure the business is performing well. In today's podcast episode, we are talking about what q...

Tax time can be painful, especially if you don't plan ahead. As a business owner, you will face many stresses if the tax deadline is the only time of year you consider taxes or their implications. You may be waiting with bated breath to find out about an unknown tax liability or worry about the accuracy of your books and how that could impact your tax situation. There are benefits of tax planning...

Part of being a business owner is embracing the fact that you will experience painful moments and, at times, mess up. Everyone makes mistakes. No one is going to be correct 100 percent of the time. What's important is learning from those mistakes and applying what you've learned to avoid the same problems in the future. Stephen Colon, of Knucklehead Podcast, is joining us today to talk about resil...

Decision-making in business is inevitable if you are going to achieve goals and ultimately lead your team to see your larger vision. Just because decisions have to be made, doesn't mean it comes naturally. The sheer volume of decisions we face as business owners can be overwhelming. There is also fear associated with decision-making tied to the consequences of making the wrong decision. Today's ep...

What could inaction be costing you in your business? Because the opportunity cost of a decision is not always assigned a direct value, it can be difficult to see the cost. Failing to take action can impact more than the numbers in your business. Inaction can cause stress, anxiety, fear and have many consequences to our mental and physical health. In this episode, we take a deep dive into how failu...