Small Business Episodes

5
Sept. 1, 2026

Small Business Series - Think Like a CEO (Ep 5)

Send us Fan Mail Bonus episode # 102: If you started your business to build something meaningful, here’s the uncomfortable question: are you creating an asset or creating another job for yourself? I’m wrapping up my limited small business series by zooming out from the daily grind and stepping into a CEO mindset, without the corporate fluff. This is about changing how we think so our decisions create a stronger company six and twelve months from now, not just a smoother week. I break down th...
4
Aug. 25, 2026

Small Business Series - A Simple Financial Scorecard For Small Business Health (Ep 4)

Send us Fan Mail Bonus Episode #101: If someone asked whether your business is financially healthy, could you answer without guessing? We walk through five numbers that cut through the noise and tell you what’s really happening, even when sales are up and your bank account looks fine. We start with revenue, but we don’t stop there. We show you how to compare revenue month over month and year over year, and why “more sales” can still mean a weaker business if it costs too much to deliver. Fro...
3
Aug. 18, 2026

Small Business Series - A Practical Pricing Checkup, Are You Charging Enough (Ep 3)

Send us Fan Mail Bonus episode # 100: You can be fully booked, gaining customers, and still feel like the business never throws off real money and pricing is often the reason. We take a hard look at the question many small business owners avoid: what if you are not charging enough for what you already sell? When pricing is off, it quietly hits revenue, profit margin, and cash flow all at once, and “more sales” can actually magnify the damage. The goal is not to charge the highest price possi...
2
Aug. 11, 2026

Small Business Series - Why Profitable Businesses Still Run Out of Cash (Ep 2)

Send us Fan Mail Bonus episode # 99: Your P&L says you’re profitable, but the bank account keeps hovering near empty, so what’s actually happening? I walk through the gap between profit and cash and why small businesses can look healthy on paper while still running out of money. Cash flow is the fuel that keeps operations moving, and when you don’t manage the timing of cash in and cash out, even a “good” month can turn into a scramble to cover payroll, rent, taxes, and loan payments. Plea...
1
Aug. 6, 2026

Small Business Series - Why Sales Growth Can Still Feel Like Struggle (Ep 1)

Send us Fan Mail Bonus episode # 98: Revenue can be up and your stress can still be up right along with it. If your business is selling more but cash feels tight, your credit card is creeping higher, and you cannot explain where the money went, we are looking at the wrong scoreboard. We walk through the difference between revenue, gross profit, and net profit in plain language, then use a simple real-world example to show how “great sales” can turn into surprisingly small profit once direct ...
March 4, 2025

Are Competitors Affecting Your Customer Traffic?

Send us Fan Mail Bonus episode #85: In this engaging episode of The Finance Leader Podcast, we explore the intricate dynamics between competitor disruptions and customer traffic patterns. Social changes in a business’s environment can deliver unforeseen challenges and opportunities, making it vital for finance leaders to stay informed and prepared. Triggered by the closure of a popular retailer, we dissect how such events ripple through the ecosystem, affecting not only the shuttered business...
1
June 18, 2024

Customer Traffic Considerations During Competitor Disruptions

Send us Fan Mail Episode 123: Could a major competitor's sudden closure transform your business landscape? Find out how unexpected changes in your competitive space can significantly impact your customer traffic and revenue. This episode takes you through a fascinating local case where a major retailer shut its doors—not due to poor performance, but rather a landlord's decision. We dissect the ripple effects on surrounding businesses in a bustling shopping center, providing you with ess...
Jan. 2, 2024

Elevate Your Small Business and Solopreneur Journey with an Accounting and Finance System that Supports Business Growth

Send us Fan Mail Please download the free workbook that goes with this episode. Bonus Episode #74: This episode will empower you with the insights to pinpoint your ideal customer, refine your services, and secure your competitive edge. We'll navigate through a SWOT analysis and discuss the significance of core values before crafting a strategic statement that's as robust as your ambition. Whether you're a seasoned business owner or just starting, you'll leave with a clearer direction and th...
April 14, 2020

Recession Proof Your Business

Send us Fan Mail Bonus episode # 4: Going forward, it's time to recession proof your business. After recovering from this very unprecedented economic downturn, I am encouraging business owners to prioritize recession proofing their business by developing a plan to survive the next downturn. It will be challenging to small businesses, but we need to do this. There are many tools available to have and acquire funds to cover operations and pay employees: 1) Prioritize retaining more earn...