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

#12: What's Your Why? 16.12.2019

Can you easily answer the question "Why are you in business?" Do you know the deeper motivations behind what drives your company? Is that clearly communicated to your team and the world? We are talking about your "why", introducing you to Simon Sinek and some other resources that can help you define and communicate your "why" effectively.

#11: Who are the Women Behind PJS & Co. CPAs? 09.12.2019

In this week's episode, we introduce you to the owners of PJS & Co. CPAs. Katina Peters, Jami Johnson and Jaime Staley discuss how the firm started, the importance of work/life balance to our firm and more about the podcast. 

#10: Strategic Planning - Ongoing Monitoring & Motivation 02.12.2019

In this final episode of our 10-Part Strategic Planning Intro Series, all three owners, Katina Peters, Jami Johnson and Jaime Staley, are on speaking about ongoing monitoring and motivation. The goal of today's episode is to give you tips you need to keep the right mindset and arm yourself with the knowledge you need to continually monitor and update as needed to stay on track with your strategic...

#09: Strategic Planning - Tools Needed 02.12.2019

Are you building the list of tools you'll need for the year during your strategic planning session? Some tools to consider are the team and mentors you will utilize, industry data for KPIs, software and processes. We discuss these things in further detail during this episode focused on the tools needed during strategic planning.

#08: Strategic Planning - Digging Deeper - KPIs 02.12.2019

We dig deeper into KPIs, or Key Performance Indicators, in this episode. These are crucial to establish for your business as they relate to your own, unique goals. We discuss what is a KPI, why are they important to the success of your business, and what are some popular KPIs available to you to track progress. There are multiple financial and non-financial KPIs available to you and it is importan...

#07: Strategic Planning - Digging Deeper - Other Infrastructure 02.12.2019

This episode is focused on infrastructure in your business, more specifically integrations and building in automation to ease your operations. We are looking at bill pay, payroll and time tracking, project management and team communication, marketing and sales. 

#06: Strategic Planning - Digging Deeper - HR 02.12.2019

How do I implement an HR plan? How should I incorporate HR into my strategic planning session? How do I let go of control as a business owner? These are the things we are breaking down as we continue our 10-Part Strategic Planning Series introduction to the Cultivating Business Growth Podcast.

#05: Strategic Planning - Digging Deeper - Sales & Marketing 02.12.2019

Do you know the difference between a strategic marketing plan and a tactical marketing plan? Do you know how to incorporate your revenue and vision goals into your marketing plan? Have you defined your client avatar? We are discussing all of this and more in today's episode in the fifth installment of our Strategic Planning Series. 

#04: Strategic Planning - Digging Deeper - Budgeting 02.12.2019

What is a strategic budget? Why do I need a strategic budget? Do I approach this like a personal budget? And where do I start? These are the questions we are answering in the fourth of our 10-Part Introductory Strategic Planning Series as we dig deeper into budgeting. 

#03: Strategic Planning - Goals for the Next Quarter 02.12.2019

We are getting very actionable in this episode, taking you from vision and long-term goals in episode #1, to 12-month goals in episode #2 and now breaking that down even further to goals for the next quarter. If you have ever struggled with implementing steps that will get you to your big goals, this is the episode for you! 

#02: Strategic Planning - Goals for the Next 12 Months 02.12.2019

Do you struggle breaking down that big vision you have for your company to annual goals? We are breaking down your long-term goals into goals for the next 12 months in this episode. We talk about budget and revenue goals and an overview of sales and marketing and your HR plan. We are talking high level about the components you need for your strategic planning sessions.

#01: Strategic Planning - Vision & Long-Term Goals 02.12.2019

How do I define a vision for my company? Why is a company vision so important? What do I do with the company vision? These are the questions we tackle in this first episode, focused on helping you define your vision and long-term goals for your business. We are kicking off the Cultivating Business Growth Podcast with a 10-Part Strategic Planning Series. We hope you enjoy!

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