Epic Business Growth for CPAs Podcast

043 [Coaching] Making the Money and the Time Add Up with Physical Therapist Kate Baker

Kate Baker is a Physical Therapist who decided to go from working in a clinic to stepping out on her own as a solo practitioner. Kate and I talk about making the money and the time add up so that she has time to parent her 7-month old boy. We talk about the best use of her time, should she outsource her bookkeeping, what to do about her website, and should she outsource that, and what are the best avenues to build an ongoing client base.

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042 Decoding CPA-Speak: Clarifying 9 Common Terms

I’m here to make CPA and bookkeeping-speak a little bit easier for you. What I have today are 9 terms that CPAs and bookkeepers use all the time, that the rest of us have no clear understanding of. I want you to have some kind of imagery that you can use to help you remember what these terms mean. So that you can ask yourself, “What do I need to know about these numbers? How can these numbers help me be smarter in running my business?”

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041 Not Your Typical Sex-y Business with Amy Lang, Owner of Birds and Bees and Kids

Amy Lang of Birds and Bees and Kids teaches adults how to talk to kids about sex and sexuality so they can grow up to be whole, healthy adults. She has been an educator for more than 25 years, and has a degree in adult education. And volunteered as s sexual health educator.

Today, instead of talking about sex, we’re going to talk about the super successful business that Amy has buit, the mistakes, and what she has learned along the way.

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040 BAM Success Summit – 5 Guest Takeaways

I’m back from the B A M Success Summit, hosted by Julie Fry, which took place in Seattle a couple weeks ago. Business Among Moms is more than just an annual conference, it’s a collection of more than 30 locally-based chapters around the country, and a whole lot more. In this episode I gather takeaways from some of the great women I met: Kate Ahl, Katy Blevins Calabrese, Michelle Cooper, Karen Nelson, and Melina Palmer.

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039 Women Disrupting the Cannabis Industry, with co-owner of Dancing Goat Gardens, Kim Bostrom

Together with her husband Jay, Kim Bostrom of Dancing Goat Gardens and the Hope Center founded two companies and a non-profit all housed under one roof: To provide education, wellness, and cannabis products to those looking for alternative therapies.

You may have heard of CBD oil: it’s legal at the federal level, but up to each state to manage it. That’s not Kim’s only challenge as a business owner: she’s in an industry that is a patchwork of sometimes clear, sometimes ambiguous, sometimes downright contradictory laws.

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037 [Coaching] Setting Boundaries & Getting Ahead of Summer Planning

Like many health and wellness practitioners, Miri Disney Faller of Back on Track Physical Therapy sometimes finds it challenging to run the business side of things the way that she wants, so that the patients, the time and the finances all balance out. In this on-air coaching call, I help Miri get really clear about the summer that she’s trying to create and not let her slide where she wants to leave the crack open, all in service of enjoying both her work and her family time.

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036 How Tracking KPIs Can Help You Work Less Hard In Your Business

We talk about Key Performance Indicators or KPIs in your business, why measuring them is important and how to think about which ones you should be measuring. It’s important to know what to track and how often, and to have a system for tracking. And most importantly, what decisions you’re going to make based on the information that you find. Because the real problem here is that you’re likely to be leaving opportunity in the form of money, profit and time on the table. And working harder than you need to be.

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