ÜBER DIESE EPISODE
In this episode of The Strategy Shift Podcast, we sit down with Calvin Wilder — entrepreneur, author of The Financial Operating System, and founder & CEO of SmartBooks. Calvin shares why bookkeeping alone isn't enough for small business owners who want to grow and build long-term value.
We explore how to:
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Understand the difference between bookkeepers, controllers, and CFOs
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Move beyond compliance to strategic financial management
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Use KPIs and trends to actually guide decision-making
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Balance the rise of AI with the human judgment businesses still need
Whether you're a solopreneur or running a 200-person company, this conversation will help you see your finances as more than numbers—it's the scoreboard for your success.
Englisch
Vereinigte Staaten
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WEITERE EPISODEN IN DIESEM PODCAST
In this episode of The Strategy Shift Podcast, we sit down with LaMichelle Hecht, CPA, Founder & CEO of Overhead Solutions Group, to talk about the difference between driving revenue and actually making money. LaMichelle shares her journey from taking any client who would pay to redesigning her…
In this episode of The Strategy Shift Podcast, we sit down with Michael Tanenhaus — President, CEO, and "Head Maven" at MavenSpire. Michael shares his journey from building computers at age 13 to leading organizations through the fast-changing world of technology and AI. Together, we unpack how sma…
To kick off Season 2 of Strategy Shift Podcast, Adam Levin and Tom Freedman revisit the top five guest takeaways from Season 1 (2025) and break down the lessons that mattered most.
From communication strategy and technology decisions to sales clarity, AI adoption, and hiring, each takeaway reinfor…
In this episode of The Strategy Shift Podcast, Adam and Tom sit down with Brett Knopf, co-founder and CEO of Elite Performance Partners and founder of Knopf No Solutions. Brett's career blends leadership coaching, elite performance training, and a strong foundation in fitness and discipline. Brett …
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