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Episode 125: Borrowed Confidence with David Richter

Nov 21, 2023

In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this...
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Episode 93: The Accounting Marketing Machine with Michael King

Apr 11, 2023

In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm.

In this episode you’ll hear:
  • the importance of branding
  • an exercise you can do to figure out why...
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Episode 82: Elevate Alumni Panel

Jan 24, 2023

For this episode, I decided to play another panel interview I held with some students from our Elevate Summer Sprint last year. They share what this course truly has to offer!

In this episode you’ll hear:
  • some of the roadblocks students...
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Episode 81: My Biggest Mistakes in Business

Jan 10, 2023

In this solo episode, I’m sharing a couple of my biggest mistakes in business and how I’ve handled them. And if you’re curious about offering higher level services (CFO/advisory) to clients, you’ll definitely want to listen...

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