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Not Rocket Finance
Real-world financial education for business owners who don't speak accountant.
Start With An Action Plan
Your clear path forward to shore up your foundations and KNOW what to do next
Think Like A CFO
Small Group Coaching to help you feel wildly capable with your money & know exactly what action to take to grow your business.
Virtual CFO & Advisory
X-ray vision for inefficiencies + an eye for where systems need to be shored up = the experience to make your big picture vision a reality.
Dollars+Decisions
Podcast
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Resources tagged:
Default Decisions
Privacy-focused Marketing
Strategy
Community Building
Resilience
Cash Flow
Meetings
Proposals
Self Care
What To Measure
Software
Bookkeeping
Accounting
Payroll
Project Management
Hiring
Change Management
Process Improvement
Decreasing Costs
software audit
Measuring Growth
Increasing Capacity
Opting Out
Client Management
Pricing
Payments
Articles
The 3 Most Important Small Business Financial Reports
If your eyes glaze over at the idea of reading financial reports, knowing which reports are the most important can help save you a lot of time and heartache of figuring out your small business finances. Before you start digging into financial reports for your small business, knowing which ones are the most important and what they mean can be a huge help.
Money
The 3 Most Important Small Business Financial Reports
Money
How Can a Financial Advisor Help a Small Business
Having a business financial advisor as a part of your team can add value to your business and increase your growth. But when should you hire a financial advisor to help your business succeed? And what type of small business financial advisor do you need? And, most importantly, what kind of advice can a small business financial advisor help you with?
Money
How Can a Financial Advisor Help a Small Business
Money
How Much Does a Virtual CFO Cost?
If you’re searching for help with scaling your business successfully, a virtual CFO can be a huge help. But how much do virtual CFO services actually cost and what can you expect to spend?
Money
How Much Does a Virtual CFO Cost?
Money
4 Most Important Questions to Ask an Outsourced CFO
Hiring the wrong person to your team can have a massive impact on your business, but the impact of hiring the wrong outsourced CFO can be catastrophic to your business’ success. Finding the right person to help you solve your biggest financial challenges is something you don’t want to rush through. What’s the best way to find a virtual CFO to help you grow?
Money
4 Most Important Questions to Ask an Outsourced CFO
Money
What Does a Virtual CFO Do?
Most of how most people talk about what an outsourced CFO does is pretty vague. As a virtual CFO myself, I sometimes find it hard to explain what I do to help clients and put it into perspective, especially when most people think of the role of a CFO in a major corporation or large enterprise business. I want to clear up a bit about what a virtual CFO actually does and what you can expect when working with a financial advisor for your small business.
Money
What Does a Virtual CFO Do?
Money
Benefits of Virtual CFO Services
Let’s be honest, there’s no better feeling than seeing growth in your business. But even with all that growth, you might not be sure how your company is actually doing or where to go next to make sure that growth lasts. Virtual CFO services can help you make sense of your financials and make better decisions about the future of your business.
Money
Benefits of Virtual CFO Services
Money
Does Your Small Business Need a Virtual CFO?
Before you decide to invest in hiring a digital CFO, it’s important to make sure that move is right for your business and the problems you want to overcome. Working with a fractional CFO isn’t right for every business.
Money
Does Your Small Business Need a Virtual CFO?
Money
What's the Difference Between CFO, Accountant & Bookkeeper?
Do I need a bookkeeper? Maybe an accountant? What about a virtual CFO? Most business owners don’t have a financial background so it can be hard to know who you need to hire, what it’s going to cost, and when you actually need each of these in your business.
Money
What's the Difference Between CFO, Accountant & Bookkeeper?
Money
I'm ready for the robot takeover - are you?
Automation and AI aren't scary - they can make our lives easier.
Software & Tech
I'm ready for the robot takeover - are you?
Software & Tech
Does It Have To Be A Meeting?
How to get rid of client meetings and deliver even MORE value
Client Management
Does It Have To Be A Meeting?
Client Management
What Can Be Automated?
Not sure how to get started with automating your workflow? Start here with our how-to guide.
Operations
What Can Be Automated?
Operations
How To Do a Software Audit & Find Free Money
Doing an annual software review is the easiest way to find some free money… that ends up as just pure profit. Here’s a step-by-step guide to help you through the process.
Software & Tech
How To Do a Software Audit & Find Free Money
Software & Tech
3 ways to make clients pay you faster
Cash is crucial - make sure you have some by getting paid. Here are 3 simple steps to make sure you do.
Money
3 ways to make clients pay you faster
Money
Payment Processing: Explained
Wish you understood how payment processing actually worked? We break it down here
Money
Payment Processing: Explained
Money
When do I need a Project Management System?
Most businesses start out with a free tool, like Asana or Trello. But at some point, those free tools probably won’t cut it and it’s time to transition to something more robust. When is the right time to start thinking about moving to a "real" project management system?
Software & Tech
When do I need a Project Management System?
Software & Tech
Make more money now with 1 simple change
Should you accept credit cards? Which ones? But the fees are so high! Find out the right way and the wrong way to accept credit cards in your business.
Money
Make more money now with 1 simple change
Money
How to become more efficient by changing your prices
How to motivate yourself to become more productive with one simple change
Operations
How to become more efficient by changing your prices
Operations
The Liberation of Process
When the world is full of limitless possibilities, choosing just one thing seems virtually impossible. Having a process can create major efficiencies in your business, but also be creatively liberating.
Mindset
The Liberation of Process
Mindset
What is Change Management?
Change either makes your job easier to do, or it makes the business easier to operate. But it can be scary, stressful, and uncomfortable. The way you make change more comfortable and less scary is through change management.
Operations
What is Change Management?
Operations
What IS SaaS, anyway?
What does SaaS actually mean, anyway? We break it down and tell you why it’s so much better than what we had before.
Software & Tech
What IS SaaS, anyway?
Software & Tech
What Should You Outsource?
As you think about how and when to grow your business, you come to the decision point that inevitably hits any growing business - HOW do I grow to support the influx of business? Do I outsource? Hire employees? Employ a team of freelancers? Or do I consciously choose not to grow?
HR & Team
What Should You Outsource?
HR & Team
Why I don't care about sales (and neither should you)
Sales are a vanity metric - using them as a measure of the health of your business is a mistake. Find out what you SHOULD be paying attention to.
Measuring Growth
Why I don't care about sales (and neither should you)
Measuring Growth
Why You Shouldn't Grow Your Business
Bigger business isn’t always better — before you decide to scale, here are three things to consider.
Measuring Growth
Why You Shouldn't Grow Your Business
Measuring Growth
Difference Between Cash Flow and Profit
Cash flow and profitability are both important metrics used in business finance and especially in the world of accounting. They serve as great tools for measuring success and financial health and your accountant has probably talked about these before. If you’re confused, you’re not alone!
Money
Difference Between Cash Flow and Profit
Money
Podcast Episodes
Faster Results In Fewer Meetings With Ashley Gartland & Hailey Thomas
I talk with business coach Ashley Gartland and marketing & operations project manager Hailey Thomas about their different approaches to delivering intensive-style offerings.
Mindset
January 7, 2020
Defaulting to Simple with ScaleSpark Founder, Susan Boles
Sometimes it's easier and simpler to just opt out, choose NOT to do the thing and default to the simplest solution.
Operations
November 19, 2019
Using Software to Scale with ScaleSpark Founder, Susan Boles
Susan and Tara talk about why and when you should review your software tools, and how you can really use software to help automate your operations and address some operational capacity issues.
Software & Tech
November 5, 2019
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The only podcast where we talk about what
really
hinders growth and dig into unconventional strategies to help you break through your growth ceilings.