(920) 948-3355
Podcast Appearance
Newcastle Finance
Everyone says that their sales are growing, but the question is, why or how? And again, you could look into very easily say these customers, or this particular region or this product line, but when you put that all together, who are your most valuable customers? How many most valuable customers do you have? I worked with a business for a long time and they said we love all of our customers and while that is true, everybody loves all their customers, you may not love them all equally.
Podcast Appearance
Attorney/Abogada Elsa W. Smith
In this eye-opening episode, I had the pleasure of joining Maryland Estate Planning Attorney Elsa W. Smith for a powerful conversation about something I care deeply about: helping small business owners feel confident with their numbers. As a Fractional CFO, my mission is simple: to demystify accounting and show business owners that financial clarity doesn’t require drowning in spreadsheets.
We talked about my early career at Procter & Gamble, and how I’ve come to believe that smart financial management is about much more than profit. It’s about building freedom, creating legacy, and opening the door to generational wealth. It’s full of real talk, practical takeaways, and a reminder that when you understand where to look, the future becomes clearer — not scarier.
Podcast Appearance
social capital
In this episode of “Help! My Business Is Growing”, I took a closer look at how to get the most of your data so you can make the best decisions possible.
I help small- and medium-sized businesses make more money with their data by sharing financial ideas and tools typically only available in large corporations. He brings his unique ability in helping clients think of the big picture while at the same time digging into the details of their results.
Video Appearance
Free Agent
If there was only one thing small businesses could learn from corporate, it’s how they make use of financials to help a company expand its capabilities.
Knowing more about the finances and operational measures in our businesses is one of the most empowering things we can do, and today I’m joined by a free agent who has made this his life’s work.
How is accounting different to corporate finance? What should every business owner ask themselves when it comes to financials? How do we set ourselves apart in a crowded market?
Video Appearance
MotherG
Unimaginable changes turned business upside down. Different approaches to planning will give you more control that will lead to business success. Join MotherG’s CEO, Dave Davenport, and Data Magician at Data2Profit Consulting, Lynn Corazzi.
Here’s what you’ll gain from watching:
- Understanding of COVID-19’s impact on strategic planning
- Rethinking of what you should know before starting
- Key insights to explore to guide 2021 planning