Willow Virtual CFO
Cultivating Business Growth
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
Podcast website
Latest episode
Jun 8, 2026
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Episodes
#62: Avoiding Common Mistakes in Business 04.01.2021 27:02
We want to start 2021 off on the right foot, so to kick off our new year we are talking about common mistakes in business and how to avoid them! We want you to be successful, which means avoiding the pitfalls that can be easy to miss when you're running a business. We want to help you be cognizant, and avoid, the mistakes we often see as virtual CFOs and CPAs working with owners of growing busines...
#61: Managing Work-Life Balance 21.12.2020 40:45
We're excited to wrap up the year by talking about one of our core company values; managing work-life balance. PJS & Co. CPAs was born out of a desire to improve the balance of professional and personal life. We knew there had to be a better way for our team and our clients to integrate personal and professional goals. There are ways to integrate your personal priorities into your business growth...
#60: Year-End Planning and Strategy with a Virtual CFO 08.12.2020 37:22
This past year has been one for the books! We've been through some uncharted waters and many are still weathering the storm. Today we are going to put the chaos of this year to the side for a few moments as we discuss how to execute some year-end planning and strategy with a virtual CFO. Right now is the perfect time of year to start planning so you can get a leg up on things because the new year...
#59: What You Wish You Knew About Payroll featuring Heather Sperduto of ADP 23.11.2020 25:48
Our goal in distributing content for business owners is to offer solutions that give you the ability to focus on continued growth and strategy so today we've invited one of our good friends from ADP, Heather Sperduto, to talk about some of the helpful solutions they offer for clients and to give you some ideas on ways you can streamline your payroll and Human Resources (HR) processes. After today,...
#58: The Power of Numbers - Profitability Ratios 09.11.2020 20:07
Profitability is usually one of the top concerns of business owners. When is the last time you calculated your profitability ratio? Is it a tool you use to track progress? This episode focuses on profitability ratios because your numbers provide tremendous insight into your business' performance. As a business owner, profitability is critical so we are concentrating on the importance of profitabil...
#57: The Power of Numbers - Liquidity Ratios 26.10.2020 19:11
You know that numbers are necessary for the success of your business, but may not love talking about formulas and ratios. In this episode, we are talking about the power of numbers. More specifically, we're breaking down liquidity ratios in your business. But, don't run yet! We promise we will make it easy for you! We are giving you the formulas to calculate your ratios, common ratios to review, a...
#56: Save Time & Reach Goals with Effective Reporting 12.10.2020 31:14
Access to data in today's environment is becoming increasingly easier, but now we are faced with the task of sifting out the information that is crucial to the development of our business. Just because we can access a report doesn't mean that it will ultimately give us the information needed to effectively lead our business and team to reach the goals we have set. In today's episode, we are talkin...
#55: Core Values That Mean Something 28.09.2020 24:12
Core values are an important component of your company and very pivotal in communicating who you are with the world. We've briefly talked about core values in prior episodes, including episode #01: Strategic Planning - Vision & Long-Term Goals and episode #47: A Vision Shouldn't be a Mirage . However, today we are diving deeper to define core values, identify why they are important, and discover h...
#54: The Dental Series - Selling Your Dental Practice with George Bozonelos 21.09.2020 46:31
In episode #54 of the Cultivating Business Growth, we welcome George Bozonelos, an expert in the field of dental practice sales and director of practice sales at Joseph Rossi & Associates. George is a wealth of knowledge and during our time with him, he shares informative tips for those of you dental practice owners who have plans to sell your practice at some point, even if it's not in the near f...
#53: The Dental Series - Purchasing a Dental Practice 14.09.2020 18:46
Gain insight from a virtual CFO, CPA and business advisor with years of dental industry experience in today's discussion about purchasing a dental practice. If you are considering purchasing a dental practice, or specialty practice, today's podcast is for you. We are talking about where to start, finding a location, some of the nitty gritty details like letter of intent and due diligence and more....
#52: The Dental Series - Accounting for Your Dental Practice 07.09.2020 27:11
We are excited to talk about accounting for your dental practice in today's episode! It's not just about bookkeeping and balance sheets. Instead, we are diving into questions you should be asking your accountant and what you can look for in order to ensure you're doing your due diligence as a practice owner. The items on your accounting checklist are important because they impact more than just ta...
#51: The Dental Series - What Dental School Didn't Teach You 01.09.2020 34:11
This episode is kicking off the first of our four-part Dental Series! Over the next few weeks our attention will be focused on the dental industry. We are exploring the business side of practice ownership. We know you are the best dentist around and tend to your patients with the highest level of expertise and care. There are business fundamentals that can help ease the burden of business ownershi...
#50: Celebrating 50 Episodes! 24.08.2020 58:41
With this episode, we've reached a milestone! This means it's time to celebrate! PJS & Co. CPAs has officially recorded and released our 50th podcast episode! With this milestone came many laughs and lessons learned. In this episode we share some of our thoughts on our podcasting journey and have a bit of fun with rapid fire questions.
#49: Being the Visionary with Jason Perez of yardz 17.08.2020 35:33
Over the past few episodes we've been discussing passion. Owning a business and getting involved in the everyday minutiae can make it difficult to keep the passion and vision top of mind. To expand on this topic, we spent time with our friend and entrepreneur Jason Perez, talking about the passion driven culture he is dedicated to in his business. With that being said, we come to you with episode...
#48: Navigating Your Passion Wisely 10.08.2020 36:41
Today we are talking about passion in your business and how to navigate that in a sustainable way. Sometimes it's necessary to establish and implement some healthy boundaries in order to protect your passion because it's important to share that passion with others. And finally, communicating your passion will allow you to find others who share the same values to delegate appropriately, which allow...
#47: A Vision Shouldn't Be A Mirage 03.08.2020 26:29
In Episode #47 of the The Cultivating Business Growth Podcast , we are revisiting the crucial topic of vision statements. We are talking about the actual components you need to create a vision statement that can be utilized by your management team and help guide decisions of your business. You have a passion, purpose, and something you are trying to accomplish. Looking into the future and visualiz...
#46: Delegate it! How Delegation Can Impact Your Growth and How To Do It 27.07.2020 34:44
Does the idea of delegating make you cringe? If so, you aren't alone. Today in Episode #46 of The Cultivating Business Growth Podcast we are going to discuss the importance of delegation. Delegation can offer you, the business owner, space to innovate and grow your business. With this episode we aim to get you comfortable with delegating, but more importantly, see that delegation is a necessity in...
#45: Refining Your Team - How and When to Terminate 20.07.2020 50:40
Today we are tackling a difficult topic - refining your team and knowing when and how to terminate someone. We want to walk through some ways to help you navigate this stressful experience. The reason we are tackling this topic is that bad employees can negatively impact your growth and direction as a company.
#44: PPP Updates - COVID Part IV 13.07.2020 21:17
Episode #44 of the Cultivating Business Growth podcast is a special release episode with updates for business owners regarding the Paycheck Protection Program (PPP) Loan and the forgiveness associated. Our last podcast covering the PPP Loan was recorded back in April and we are here, recording on July 7th, to share news you need to know regarding further revisions that were passed in the last week...
#43: Stay Innovative and Always Challenge Yourself 06.07.2020 37:47
Challenges aren't convenient, no matter how big or small. They can look like hiccups with technology, difficult clients, changing careers, and even starting a new business or new business line. Regardless of the shape and size, everyone faces challenges. Our hope is that the tips we shared today will help you overcome challenges when they come your way and help you think of new, innovative ways of...
#42: Making Real Change in Your Business with an Advisor 29.06.2020 19:12
Episode #42 in The Cultivating Business Growth Podcast is focused on four commitments necessary for you to see real change in your business. In this episode, we discuss what needs to be done in a tactical sense in order to achieve the goals you have for your business. We want you to discover how you are thinking about your business and learn what actions you need to take daily in order for them to...
#41: How Value Billing Can Help You Get Paid What You're Worth 22.06.2020 40:30
Are you a service-based business still billing your clients hourly? Have you heard of value-based billing, but you're not really sure how it works? Or maybe you don't know how you would make the switch? In any case, we are talking about how value billing can help you get paid what you're worth and how to establish your pricing in today's episode!
#40: What Does a Business Advisor Do? 15.06.2020 28:41
What exactly does a business advisor do? The term "business advisor" is a general and open-ended one. As CPAs, we are often asked why we refer to ourselves as business advisors and what that means. We spent some time boiling down the 6 most important characteristics we feel contribute largely to the success of working with our own clients. These characteristics are things you should be looking for...
#39: The Legal Series - Optimize Your LinkedIn Profile for Firm Growth featuring Viveca Hess 08.06.2020 54:21
We are learning how to optimize your LinkedIn profile for firm growth in this episode! Founder of Hess Connect , host of the Social Lawyer Show and host of the LinkedIn Live, Lawyers That Lunch and Launch , Viveca Hess joins us for this episode to highlight the importance of using LinkedIn in your law firm.
#38: The Legal Series - Partner Compensation for Firm Growth 01.06.2020 29:59
Katina Peters discusses establishing a partner compensation model that will encourage growth and collaboration in your law firm. Traditional compensation models have trained attorneys to compete with each other rather than serving the interest and growth of the firm as a whole. We want to foster positivity and growth while also incorporating accountability and compensation that makes sense.
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