ABOUT THIS EPISODE
Do you feel intimidated by finances? Do you find yourself procrastinating tax season? Or avoiding looking at your books altogether?
In this episode of Doing Business Like a Woman, I’m joined by my client tax strategist and founder of Checkpoint Advising, Becky Spence. We talk about why so many entrepreneurs avoid their numbers and how learning a few key metrics and creating a simple rhythm for reviewing your finances can change everything.
Becky and I talk about:
- Why business owners need to work on their business, not just in it
- The few numbers every service-based business owner needs to watch
- The mindset shift that builds confidence with your financials
If conversations around money have felt uncomfortable in your business, this episode will help you approach your numbers with clarity and confidence.
And if you are ready for real strategy and support, my 90-Day Marketing Accelerator is here for you. It’s a group coaching program where women like you come together to simplify their marketing, build consistent visibility, and become deeply confident in their value. Learn more and take the next step here: https://www.melissamkellogg.com/90dma
Timestamps00:00 – Welcome and introducing Becky Spence
01:00 – Why talking about numbers matters for women entrepreneurs
02:00 – Working on your business instead of only working in it
03:00 – Becky’s journey into tax strategy and financial advising
05:00 – Why early financial habits make a huge difference in business
07:00 – Why entrepreneurs develop a “head in the sand” mindset around money
09:00 – The role of strategy vs. simple tax filing
11:00 – Moving past shame and fear around finances
13:00 – The surprising truth about revenue and business assumptions
14:00 – The mindset shift that creates confidence with financials
15:00 – The magic in the pause and why it matters
17:00 – The checkpoint system for reviewing business finances
19:00 – The three financial pillars: revenue, cash flow, and profit
20:00 – The few numbers every service-based business owner should track
22:00 – Understanding the true cost of doing business
26:00 – Becky’s experience inside the 90 Day Marketing Accelerator
28:00 – Becky’s first webinar and growing visibility in her business
31:00 – The power of group coaching and shared learning
32:00 – How to connect with Becky and download the financial checklist
🌐 Website: https://www.checkpointadvising.com/
💡 LinkedIn: https://www.linkedin.com/in/beckyspence
📘 Facebook: https://www.facebook.com/checkpointadvising
📷 Instagram: https://www.instagram.com/checkpoint_advising/
📝 Join the 90-Day Marketing Accelerator: https://www.melissamkellogg.com/90dma
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💭 Your thoughts and experiences matter to me! Share your takeaways from this episode with me. https://www.speakpipe.com/DoingBusinessLikeAWomanPodcast
🌐 Website: https://www.melissamkellogg.com/
🔗 LinkedIn: https://www.linkedin.com/in/melissamkellogg/
📸 Instagram: https://www.instagram.com/melissa_m_kellogg/
📘 Facebook: https://www.facebook.com/BusinessAcademy4Women
Want to Grow Your Sales, Doing What You Love, in the time you have?? Then, you’ve got to go and grab my free on-demand video training that will teach you my simple process for creating compounding results from the sales and marketing strategies you are already using. Get the training HERE.
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