In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how...

In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate...

In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab...

In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! If this has been a pain point for you in your business journey, then you’ll definitely wanna tune in!

In this episode...

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...

In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.

Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!

In this episode you’ll hear:

• 3 things we provide ALL of our clients at year end
• When to start and...

In this interview episode, I have special guest Sharon Hefetz on to talk about the power of our words, inner dialogue, and intentions behind success.

In this episode you’ll hear:

• survival mode vs creative mode
• inner dialogue & self talk...

In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work....

In this episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a...