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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.
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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.
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Podcast Episodes
Streamlining Done With You Services With Greg Hickman
Greg Hickman realized that the systems he developed behind-the-scenes to streamline and productize his own service were actually much more valuable if he transformed them into a system that he could actually train his clients on.
Operations
January 27, 2020
How To Spend Less Time On Client Calls While Managing Retainers With Parker Stevenson
I talked with Parker about how he and his business partner at Evolved Finance buck convention and deliver their monthly bookkeeping service without having regularly scheduled calls.
Operations
January 20, 2020
How Voxer Can Save You And Your Client Time With Ashley Gartland & Nancy Jane Smith
I talked with Ashley Gartland and Nancy Jane Smith about how they use Voxer to communicate with their clients. Primarily a voice messaging app, Voxer allows them to replace both email and in-person meetings, helping them save time and streamline the way their clients receive value.
Mindset
January 13, 2020
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🎧 Listen to Break The Ceiling
The only podcast where we talk about what
really
hinders growth and dig into unconventional strategies to help you break through your growth ceilings.