Parhaat Outsourced Financial Leadership Podcastit (2024)

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1066. A Real Conversation on Navigating the Current Economic Climate 47:40

13h ago47:40

47:40

In this episode of The Kelly Roach Show, Kelly is joined by Danielle Cevallos and Ty Richardson for a raw, honest conversation about the challenges entrepreneurs face in the current economic climate. They delve into the real struggles business owners encounter, particularly the isolation and pressure to succeed, even as the landscape grows more dif…

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240: Controlling How You Can Feel Better Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 5:01

17h ago5:01

5:01

When I ask my clients what they want to improve in their lives, I often hear that they want to be happier or feel better. There may be other things they say, but all in all, almost everything leads to them wanting to live a happier life. Take a second and ask yourself what you’d like to see improved in your life. Does it ultimately make you feel ha…

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1065. Four Things You Shouldn’t Outsource as a CEO 22:52

5d ago22:52

22:52

In this episode of The Kelly Roach Show, Kelly dives deep into four crucial aspects of running a successful and sustainable business that should never be outsourced, even as you build a strong team. Drawing from her extensive experience in leadership, team-building, and her book *Bigger Than You*, Kelly highlights why CEOs must retain control over …

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Unveiling Leadership Strength: Susanne Mueller on Effective Coaching, Female Entrepreneur Resilience, and Productivity Boost Strategies 21:11

5d ago21:11

21:11

Can active listening transform your leadership style? Discover the power of lifelong learning and the essence of effective leadership in today's episode of Scaling with People. Join us as Susanne Mueller, author of "50 Shades of Lipstick Leadership," reveals her insights on the pivotal role of leadership coaching and the inspiring stories of 50 wom…

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239: Should You Outsource Your Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed 19:01

6d ago19:01

19:01

There’s nothing wrong with wanting to do everything in your business. When you finish each project, you love that feeling of accomplishment. But when you start to fall behind or know you are not doing something as well as you should, you may start wondering if it is something you should continue doing. This is true when you are doing your own bookk…

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Is a Fractional CFO Right for You? With Luke Boyenger 39:04

6d ago39:04

39:04

In this episode of CFO Weekly, Luke Boyenger, Chief Financial Officer at Cruzumi CFO & Advisory, joins Megan Weis to share insights on building a finance team around a fractional CFO. Luke also discusses his inspiring journey from witnessing his family's business close to helping others succeed in finance and the importance of a strong finance team…

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Episode 97: The Culture Club: Building Culture in Your Group 18:50

7d ago18:50

18:50

Welcome to today’s episode, where we’re diving deep into one of the most important but often overlooked aspects of running a successful medical group: building a positive, intentional culture. You’ve probably heard the phrase, “Culture eats strategy for lunch”—and if you haven’t, you’re about to understand why that idea is so critical, especially i…

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1064. Monetizing Company Roles: Aligning Teams with Business Profitability 22:14

8d ago22:14

22:14

In this episode of The Kelly Roach Show, Kelly dives into the crucial topic of monetizing roles within a company. Emphasizing the importance of aligning staff contributions with business profitability, Kelly offers actionable strategies for ensuring each team member has a clear path to driving financial value. She underscores the necessity of havin…

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238: Creating Certainty In An Uncertain Situation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Business Owner 5:01

8d ago5:01

5:01

Have you ever had a situation when you felt uncertain about how it was going to go? Maybe you are in a situation similar to this right now. Whenever there is a circumstance in our lives that we think is causing us to feel uncertain, it is possible to bring a sense of certainty to the situation, even if you are currently feeling uncertain about it. …

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All About Your Business - The Operational P & L 41:43

11d ago41:43

41:43

In this detailed episode of the Margin Maximizers podcast, Karen and Soonah discuss the intricacies of managing an effective operational Profit and loss (P&L) statement. They begin by highlighting the critical role of revenue as the foundation of the P&L and the importance of accurate revenue recognition, especially for businesses with complex supp…

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1063. Cracking the Code: Facebook Groups as a Sales Conversion Tool for 2024 13:14

12d ago13:14

13:14

In this episode of The Kelly Roach Show, Kelly dissects the evolving relevance of Facebook groups for business growth and sales conversions. If you recall the prominence of Facebook groups five years ago, you'll want to tune in to understand why they are making a comeback and how they can be pivotal in nurturing and engaging your leads effectively.…

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Balancing Growth and Trust: Chad Brown on Integrating Personal and Professional Life, Building Mature Trust, and Overcoming Founder Challenges 28:12

12d ago28:12

28:12

Unlock the secrets to a fulfilling professional and personal life with Chad Brown on this episode of Scaling with People. We promise you’ll rethink the elusive work-life balance myth as Chad introduces his dynamic concept of integration. Picture balancing a broomstick—constant, small adjustments are key! We discuss how blending business demands wit…

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237: Asking For Bookkeeping Help Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 19:00

13d ago19:00

19:00

Most business owners typically do their own bookkeeping when they first start their business, but a question I often receive is when should I be getting help with my bookkeeping. The help that a business owner can get from a bookkeeper, accountant, CPA, or tax preparer can vary, and the level of expertise and amount of time required varies as well.…

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Transform Your Data with Alyssa Shadinger 32:23

14d ago32:23

32:23

In this episode of CFO Weekly, Alyssa Shadinger, Chief Financial Officer at Sisense, joins Megan Weis to share how to transform data into actionable insights. Alyssa also discusses her passion for data-driven decision-making, the importance of fostering a culture of data literacy, and the role of AI in finance. Alyssa brings a strong skill set in l…

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Episode 96: Trusted Advisors and Why Your Practice Needs Them 23:30

14d ago23:30

23:30

Today, we’re diving into a topic that doesn’t always get the attention it deserves: trusted advisors and why your practice needs them. Running a medical practice isn’t just about seeing patients—it’s also about making smart business decisions. And sometimes, those decisions require expert advice. So, whether you’re just starting your practice or yo…

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The Outsourced CEO: A Bold Strategy for Growth 1:19

14d ago1:19

1:19

Host: Hello and welcome to Business Beyond Borders, the podcast where we explore the latest trends, strategies, and stories from the world of entrepreneurship and leadership. I'm your host, [Host Name], and today we're diving into a concept that’s generating a lot of buzz in the business world—outsourcing your CEO. Now, that might sound like a radi…

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Unlocking Your PAYE Reference Number 1:54

14d ago1:54

1:54

Hey there, and welcome to another episode of The Tax Talk, the podcast where we simplify all things tax and payroll. Whether you're just getting started with your employment or running your own business, we've got you covered. Today, we're diving into a topic that confuses many: finding your PAYE reference number. Section 1: What Is a PAYE Referenc…

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1062. Unlock Buyer Readiness: Streamline Your Sales Process for Quick Wins 10:40

15d ago10:40

10:40

In this episode of The Kelly Roach Show, Kelly highlights key aspects of buyer readiness that may be hindering your sales and shares tips to fix them quickly. She explains how understanding modern buyer interactions and streamlining the sales process can help small business owners and sales teams convert prospects more effectively. Kelly emphasizes…

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236: Why You Do Not Take Action Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 5:01

15d ago5:01

5:01

Are there things you’d like to accomplish in your life, but you find you are just not taking the action you need to achieve these goals? I understand how frustrating this can be. I hear my clients tell me all the time that they wish they could just follow through with the actions they need to take. They know what they need to do to accomplish what …

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Finance Frontiers: Navigating Modern CFO Strategies 1:49

16d ago1:49

1:49

Host: "Welcome to Finance Frontiers, the podcast that explores the evolving role of financial leadership in today’s fast-changing business world. I’m your host, Adrian Lawrence and in today’s episode, we’re tackling a growing trend among small to mid-sized companies—outsourcing the Chief Financial Officer, or CFO. As businesses face increasing comp…

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HR Leadership Today: The Power of People and Strategy 1:34

16d ago1:34

1:34

Host: "Welcome to HR Leadership Today, the podcast where we dive into the most important leadership roles shaping the future of work. I’m your host, Adrian Lawrence, and today we’re focusing on the Chief Human Resources Officer, or CHRO—one of the most pivotal roles in any organization, especially as companies navigate an increasingly complex workf…

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Digital Leadership Insights: Navigating the Future with a Chief Digital Officer 1:30

16d ago1:30

1:30

Host: "Welcome to Digital Leadership Insights, the podcast where we explore the changing landscape of business in the digital age. I’m your host, Adrian Lawrence, and today, we’re diving into one of the most critical roles for organizations undergoing digital transformation—the Chief Digital Officer, or CDO. As companies strive to innovate and stay…

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Diversity Dialogues: Shaping the Future of Inclusive Leadership 1:36

16d ago1:36

1:36

Host: "Welcome to Diversity Dialogues, the podcast where we explore the challenges, opportunities, and best practices in building truly diverse and inclusive organizations. I’m your host, Adrian Lawrence, and today, we’re focusing on one of the most crucial leadership roles shaping the future of the workplace—the Chief Diversity Officer, or CDO. Wh…

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Tech Leadership Unpacked: Navigating the World of CIO Recruitment 1:47

16d ago1:47

1:47

Host: "Welcome to Tech Leadership Unpacked, the podcast where we explore the challenges and opportunities facing today’s tech leaders. I’m your host, Adrian Lawrence, and in today’s episode, we’re talking about a pivotal role at the intersection of business and technology—the Chief Information Officer, or CIO. As organizations continue to embrace d…

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Compliance Chronicles: Navigating the Role of the Chief Compliance Officer 1:36

16d ago1:36

1:36

Host: "Welcome to Compliance Chronicles, the podcast where we break down the complexities of corporate governance, risk management, and compliance in the modern business world. I’m your host, Adrian Lawrence, and today we’re talking about one of the most crucial and evolving roles in today’s organizations—the Chief Compliance Officer, or CCO. In an…

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The Evolution of AI in Business 1:28

16d ago1:28

1:28

Host: "In the last decade, we’ve seen artificial intelligence move from being a futuristic concept to a critical part of everyday business operations. AI is driving decision-making, improving customer experiences, optimizing supply chains, and even enabling new forms of innovation. From predictive analytics to intelligent automation, AI is now a po…

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The Brand Blueprint: Navigating the World of Chief Brand Officer Recruitment 1:33

16d ago1:33

1:33

Host: "Welcome to The Brand Blueprint, the podcast where we explore the latest trends, insights, and strategies for building powerful brands in today's fast-paced world. I’m your host, Adrian Lawrence, and today, we’re diving deep into a key role that’s become critical for companies that want to stand out and stay relevant: the Chief Brand Officer,…

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Mastering Cross-Selling with Carson Porter 41:17

18d ago41:17

41:17

Shoot Us A Message! In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, of…

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1061. How to Uplevel Your Brand Without Losing Momentum 16:51

19d ago16:51

16:51

In this episode of The Kelly Roach Show, Kelly shares how to uplevel your brand with actionable business and leadership lessons to help entrepreneurs build scalable, sustainable businesses. She discusses "Five Mistakes to Avoid When Upleveling Your Brand," drawing from her extensive experience. Kelly explains that rebranding can take 12 to 24 month…

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Integrating Scientific Principles: Dr. Jennifer Huberty on Business Growth, Resilience, and Leadership in Wellness 24:23

19d ago24:23

24:23

Ever wondered how scientific principles can directly impact business growth? Join us as Jennifer Huberty, a fractional Chief Science Officer, takes us through her journey from academia to shaping the future of wellness at Calm. Learn how she built a robust science team, published nearly 50 papers, and navigated the challenges of starting her own bu…

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235: Best Bookkeeping Software Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 20:18

20d ago20:18

20:18

When you own a business, you know you need to have your bookkeeping under control. There are many options available to have up-to-date bookkeeping, but you may be wondering which solution is best for you and your business. In today’s podcast episode, I am covering what you should be looking for in a bookkeeping solution and if QuickBooks is the bes…

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Private Equity-Backed CFO Strategies for Finance Transformation with Connor Augustyn 35:57

21d ago35:57

35:57

In this episode of CFO Weekly, Connor Augustyn, Director at West Monroe, joins Megan Weis to lay out a comprehensive guide for private equity-backed CFOs to create and implement a finance transformation roadmap that will elevate company value through both data-driven strategies and effective financial management. Connor's role as Director at West M…

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Episode 95: The Best Time for Physicians to Buy Real Estate - a Conversation with James Winchester 35:41

21d ago35:41

35:41

The old adage goes, "The best time to buy real estate is any time before today," and this is what we explore in our conversation about real estate investing for physician groups in my conversation with James Winchester of CMAC Partners. James works with physician groups all over the country on financing, refinancing, structuring and governing all m…

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1060. Retention Over Acquisition: The Secret to Business Longevity 12:52

22d ago12:52

12:52

In this episode of The Kelly Roach Show, Kelly unlocks invaluable insights into customer retention, highlighting how enhancing the customer experience is key to long-term business success. She emphasizes that thriving businesses go beyond merely acquiring new customers—they prioritize retaining them. Kelly dives into actionable strategies that can …

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234: Creating Opportunities When Solving Problems Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner 5:05

22d ago5:05

5:05

Is there a problem you are dealing with in your life and you are just not sure how you can create a solution for it? Do you find that you think it is too hard to problem solve so you live your life with this problem every day? We all have the ability to solve our problems and when we do, it can actually create opportunities that will help us live t…

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The Role of Fractional Executives in Private Equity Backed Businesses 1:25

23d ago1:25

1:25

Welcome to Executive Insights, where we explore the changing landscape of leadership and management in today’s dynamic business world. I’m your host, Adrian Lawrece, and today we’re diving into a fascinating topic that’s been gaining traction in recent years – the rise of fractional executives and their crucial role in private equity-backed busines…

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Exec Capital Expands CEO Recruitment Services, Introducing Fractional CEO Solutions 1:24

23d ago1:24

1:24

Exec Capital, a leading executive recruitment firm specialising in C-suite placements, is proud to announce the expansion of its CEO recruitment services to include fractional CEO recruitment. London, England, United Kingdom – September 14, 2024 /MarketersMEDIA/ — This new offering complements their well-established full-time CEO search solutions, …

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Navigating Executive Recruitment in Today’s Competitive Landscape 1:43

23d ago1:43

1:43

Podcast Episode: Navigating Executive Recruitment in Today’s Competitive Landscape Welcome to Leadership Lab, the podcast where we explore the trends, challenges, and best practices in business leadership. I’m your host, Adrian Lawrence and today we’re diving into a topic that is pivotal for companies of all sizes and industries—Executive Recruitme…

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FOREX Focus – Bank of England’s Expected Interest Rate Cut in Sep 24 2:16

23d ago2:16

2:16

Welcome back to FOREX Focus, your go-to podcast for staying ahead of global currency movements and central bank actions. I’m your host, Adrian Lawrence and today we’re diving into a hot topic that’s on every currency trader’s mind: the Bank of England’s expected interest rate cut in Sep 24 In this episode, we’ll discuss why this cut is likely, what…

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What kind of measurable results and ROI have agencies seen from using TeleFunnels? 9:54

25d ago9:54

9:54

Shoot Us A Message! Welcome back to The Insurance Dudes podcast! In today's episode, we're diving deep into the secret sauce behind building a successful and profitable insurance agency. Join Craig Pretzinger as he recounts his transformative journey with the innovative "telefunnel" system, a unique blend of traditional phone sales and modern lead …

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Rod Peters from Eventum Optimum 35:38

25d ago35:38

35:38

Soonah and Karen work without a net for the first time as they welcome their first guest onto the show. Rod Peters from Eventum Optimum brings his expertise to Margin Maximizers, and this episode shouldn't be missed. A little about Rod - Rod commenced work as an accountant in public practice before moving to ASIC as a financial investigator for 7 y…

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1059. Homeschooling Revealed: How Entrepreneurs Create Family Freedom 16:35

26d ago16:35

16:35

In this episode of The Kelly Roach Show, Kelly shares why she chose homeschooling for her daughter, Madison, to align education with her family's values. She discusses the steps she and her husband, Billy, are taking to ensure a holistic, value-driven approach that prioritizes faith and family while balancing her entrepreneurial life. Kelly highlig…

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