EOS With an Outsourced CFO
Laura Shiel is the COO at Clara CFO Group, a firm that specializes in offering strategic financial guidance and support to small businesses. With a diverse background in accounting and finance, Laura's experience spans various sectors, including public accounting, financial services, and corporate …
Tax Planning Strategies That Save You Money With Jackie Meyer
Jackie Meyer is the Founder and President of TaxPlanIQ, a software platform that equips tax advisors with tools to streamline tax planning and maximize client savings. A CPA with extensive experience, Jackie previously owned an award-winning CPA firm and developed the ROI Method of Value Pricing to…
Strategic Positioning and Differentiation for Small Businesses With Lynn Rivest
Lynn Rivest is the Founder of Lynn Rivest Consulting, a firm specializing in helping small service-based business founders define profitable positioning to attract high-value clients. With over 23 years of experience in digital marketing and strategy, Lynn has worked extensively with founders to re…
How To Align Your Bookkeeper and Tax Accountant for Financial Success With Nancy McClelland
Nancy McClelland is the Owner of The Dancing Accountant, a firm specializing in bookkeeping, tax preparation, accounting, and advisory services for small businesses. With over 30 years of experience, she helps businesses streamline financial processes, improve compliance, and adopt best practices. …
How Fractional Leadership Helps Business Owners Scale Without Breaking the Bank With Ben Wolf
Ben Wolf is the Founder and CEO of Wolf's Edge Integrators, a leading fractional COO firm specializing in helping businesses scale efficiently. He began his entrepreneurial journey by building operations at a healthcare startup, transforming it into the largest organization of its kind in New York …
When Do You Need a Fractional Chief Revenue Officer?
Sanjit Singh is the Fractional Chief Revenue Officer at Boltt, a company empowering B2B companies to accelerate revenue growth and establish scalable sales models. With over 12 years of experience leading teams in Fortune 500 companies, he transitioned into entrepreneurship, co-founding multiple te…
What Kind of Bookkeeper Does Your Business Need? With Kristine Nguyen
Kristine Nguyen is the Founder and Principal Accountant of Pretty Books, an accounting boutique in Seattle that provides bookkeeping, tax, and back-office management services to small businesses. With extensive experience setting up and managing accounting systems across various industries — includ…
What Most Owners Miss About Exiting Their Business With Chuck McDonald
Chuck McDonald is the Founder of Cresscila, a company dedicated to assisting small business owners in creating value through education, optimization, and strategic vision. After a distinguished 20-year career in wealth management, during which he held key roles in marketing, sales, client optimizat…
The Hardest Shift in Business Growth (And How To Make It) With Brad Farris
Brad Farris is the Principal Advisor at Anchor Advisors, a consultancy that helps creative agency founders grow their leadership capacity and scale their businesses. With over 20 years of experience, Brad specializes in coaching agency owners to sharpen focus, raise prices, and build stronger teams…
Creating YouTube Content for the Viewer (and not the Algorithm) with Hannah Smolinski
We must make content to serve the almighty algorithm to make money on YouTube, right? Wrong! Over the last couple of weeks, you’ve heard from creators who are doing a video that works for them — and today’s guest is no different. Hannah Smolinski is a Fractional CFO who grew her YouTube channel to …
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
