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Help! My Business is Growing

Help! My Business is Growing

Kathy Svetina

If you have a business that's growing and you're both excited and terrified at the same time - this is a podcast for you! You'll get actionable advice on how to grow a business in a way that is healthy and sustainable.
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Top 10 Help! My Business is Growing Episodes

Goodpods has curated a list of the 10 best Help! My Business is Growing episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Help! My Business is Growing for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Help! My Business is Growing episode by adding your comments to the episode page.

Help! My Business is Growing - How to have effective team meetings, with Danny Hadas
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07/01/22 • 39 min

Comments? Suggestions? Text the show here!

Team meetings are an integral part of every business. They're a venue for your employees to bond, exchange ideas, and collaborate to help hit your business goals.

They also give you, the founder, a transparent platform to share news, updates, and plans about the business and your industry, and to give and receive feedback.

But sadly, not everyone is excited to attend team meetings. Many employees whine and gripe about how meetings are often boring, unnecessary ("this meeting could have been an email!"), and a black hole sucking their time and productivity into oblivion.

When done wrong, "bad meetings" can lead to feelings of isolation, lower employee morale, or even a big drop in sales.

So what do you need to do to get meetings right? What skills should you have as a leader, and what structure should be in place to ensure that you'll have productive team meetings that will motivate your team?

In this episode of Help! My Business Is Growing, our guest Danny Hadas breaks down the importance of team meetings and how to structure them to the benefit of your growing business.

We'll discuss how holding meetings will not only foster a sense of collaboration, teamwork, and camaraderie amongst your employees but also have a direct effect on your business finances as well.

Danny Hadas is an entrepreneur and former advisor to the world’s most iconic brands. He is also a #1 best-selling author, and his work has impacted millions of people across 500+ companies worldwide, including Disney, BMW, and AT&T. As the founder of The Emovation Project, Danny teaches service-based small businesses how to double their revenue without doubling their effort using Minimalist Leadership.

In this week's episode, we discuss:

03:03 What happens in businesses that don't have regular team meetings?

04:22 How often should you have team meetings?

06:40 How do you effectively communicate to your team that there will now be regular meetings so they see it as a good thing versus feeling micromanaged?

09:19 What is the best way to structure your team meetings? Is there an optimum or best time to hold them?

14:39 What is the second item or step on the meeting agenda once you're done revisiting the company brand, values, and mission?

16:43 Is it possible to overshare KPIs or financials?

18:57 What is the third item on the agenda now that you're done sharing KPIs and how the business is doing?

21:16 What happens if no one shares or contributes - how do you solve this issue?

22:53 After revisiting the vision/mission, sharing KPIs and wins and challenges, what should be the fourth and final item on your meeting agenda?

25:34 Can you break the rules of these four-step meeting items and change their order?

27:08 What's the best way to wrap up the meeting?

30:39 How do you structure meetings with a larger number of employees? Is a meeting with 100 people the same as 30 or 50?

33:56 For one-on-one meetings, how long and how often should they take place?

34:48 Should you follow the same structure of team meetings when conducting a one-on-one meeting?

36:20 What is one tangible step business owners can take this week to get closer to getting into the habit of hav

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

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When running a business, you're busy keeping an eye on its finances, ensuring stable production, and implementing your sales and marketing campaigns for its continued growth. This approach makes complete fiscal sense, and it focuses on aspects of the business that will keep it healthy and sustainable.

But what about your Human Resources (HR)? Is it something you're also looking at and actively working on? Sadly, despite it being an essential and crucial foundational piece of any business, it often falls behind and is not prioritized.

HR is every person working for your company, and it is also the department that will manage them. It is payroll, benefits, compliance - and finding and keeping the right people. It will also have a lasting negative impact both operationally and financially on your business if you don't have a long-term HR strategy and don't set up the proper HR infrastructure.

So how do you develop an effective and scalable HR infrastructure for your growing business?

In this episode of Help! My Business Is Growing, our guest Milly Christmann and I take a very deep dive into the importance of establishing an HR infrastructure for the success of your business.

She'll discuss how having a comprehensive HR Infrastructure can help you attract and retain top talent, support your company's operational and financial plans and align resources to help you hit your business objectives.

Milly Christmann is a Fractional HR Leader and owner of Marathon Growth Management, a Human Resources consulting business that supports small to medium-sized businesses. Recognized for collaborating with leaders to achieve their business goals by unleashing the power of an engaged workforce, Milly uses process improvement, technology, and strong, passionate people skills to attract, develop, and retain top talent, driving change that matters.

In this week's episode, we discuss:

03:48 What are the signs that it's time to plan and implement an HR infrastructure in your business?

06:29 What does a "people plan" look like in planning and growth for your business?

14:50 Should you start thinking about having a dedicated HR professional on your staff when you hit the 50+ employee mark, or is a fractional HR service or an outsourced provider enough to help you manage?

18:25 How are business owners not maximizing their payroll company to its total capacity. What are some examples, and what does this look like?

22:12 What is the scope of a Fractional CHR professional's role in your business? Are they able to provide leadership coaching and advise the CEO on change management?

25:21 What about smaller businesses with less than 50 employees? What HR structure should they implement? Do they need it for compliance and beyond? What is that process like in their space?

30:29 What is one tangible step business owners can take this week to get closer to having an efficient and effective HR structure?

Resources:

Milly Christmann, Fractional HR Leader and Founder of Marathon Growth Management:
https://www.marathongrowthmgt.com/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

1 Listener

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Help! My Business is Growing - Overcoming employee performance issues, with Barbara Mason
play

04/05/24 • 31 min

Comments? Suggestions? Text the show here!

Struggling with poor performance in your business? Whether it's employees always running late, missing deadlines, or failing to meet expectations, it’s stressful and will eventually affect your bottom line.

So, what's causing all the chaos? Is it a communication breakdown? Are there gaps in your onboarding processes? Or are your leaders not stepping up?

Discovering the root causes of poor performance is key to implementing meaningful changes.

But how do you identify and address these challenges?

And what are the steps you need to take to foster a culture of success in your business?

In this episode, Barbara Mason shares her insights on how to identify poor performance and what you need to do to turn it around to protect your growing business.

Barbara Mason is a renowned career coach and HR insider with a passion for helping develop career-oriented teams that will help your business’s growth and workplace culture. She has a remarkable track record in positioning professionals and CEOs for significant business and career growth.

We discuss: (timestamps)

01:50 - Reasons for poor performance in business

04:09 - Employee accountability for performance improvement

06:40 - Addressing the causes of poor performance

08:58 - Managing excuses and repeated performance issues

11:21 - Importance of documentation in performance management

13:17 - Established processes for handling poor performance

15:36 - Dealing with performance issues when there are no clear expectations

17:39 - The impact of hiring and onboarding processes on performance

23:29: - Avoiding micromanagement in improving performance

25:45 - How poor performance affects finances

26:13 - Financial challenges vs performance management

28:48 - Actionable steps to take when addressing an employee performance issue

Resources:

Barbara Mason, CEO, Career Pathways Consulting
https://careerpathwaysconsulting.com/

LinkedIn:
https://www.linkedin.com/company/careerpathwaysconsulting/

Instagram:
https://www.instagram.com/yourhrinsider/

Facebook:
https://www.facebook.com/careerpathwaysconsulting

Twitter:
https://twitter.com/careerpathways7

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Overcoming Employee Performance Issues
https://www.newcastlefinance.us/listen/overcoming-employee-performance-issues/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

bookmark
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share episode

Comments? Suggestions? Text the show here!

Ever found yourself drowning in the tedium and mundane tasks of running a business, wondering if there's a way to escape and get your life back?

What if we told you that, "Yes! there is a way!" And that it's absolutely possible to lead a fulfilled life while working fewer hours, whether you're managing one successful business or multiple ventures.

Does it sound too good to be true? It's not!

In this episode, our guest Jeff Russell shares his journey of building multiple thriving businesses across different industries.

He brings his businesses to new heights of success through a combination of strategic hiring, implementing systems and processes, and mindful business evaluation.

His insights and experiences are gold and will help you sidestep getting lost in the relentless hustle and busyness so you can live the life you want while building the business of your dreams.

Jeff Russell, is a best-selling author, renowned speaker, and accomplished entrepreneur. As the founder of many successful businesses and author of his latest book, ‘Fire Yourself First,’ Jeff is an expert in helping business owners break free from the daily grind.

We discuss:

02:27 Introduction to Jeff Russell

07:17 The differences between organizational charts and role charts

09:39 Jeff’s shared service model for marketing, financial management, and operational roles

14:43 Why stepping back from day-to-day operations to focus on long-term strategy is vital

18:15 Transitioning from owner-operators to true owners by implementing systems & processes

24:47 Jeff's 11-step hiring process outlined in his book "Fire Yourself First"

33:58 Importance of reading, listening to podcasts, and attending conferences for self-education

39:34 Actionable steps to be like Jeff: not just an owner operator but a true owner

Resources:
Jeff Russell Best-Selling Author, Speaker, Serial Entrepreneur, and CEO, Oakridge Financial Group
https://www.fireyourselffirst.com/

LinkedIn:
https://www.linkedin.com/in/thejeffrussell/

Facebook:
https://www.facebook.com/profile.php?id=100088397692719

Twitter:
https://www.twitter.com/jeffrussellsays

Instagram:
https://www.instagram.com/fireyourselffirst

Author of “Fire Yourself First”:
https://www.fireyourselffirst.com/book-jeff

Other Resources Mentioned in the Episode:

Dan Sullivan:
https://www.strategiccoach.com/

Storybrand:
https://storybrand.com/

Dawn Fotopulos: Accounting for the Number Phobic
https://www.amazon.com/Accounting-Numberphobic-Survival-Business-Owners-ebo

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

bookmark
plus icon
share episode

Comments? Suggestions? Text the show here!

Growing your business is on every entrepreneur's mind. Maybe you're eyeing new markets, or you've set your sights on doubling revenue in the next few years. Sounds exciting, right? But if your business isn't ready for that growth, it can backfire fast.

What happens when you're not prepared? Production delays start piling up. Your team burns out. Worse, you start losing the customers you worked so hard to get.

So, how do you know if your business is ready for rapid growth?

What steps should you take to prepare your operations?

And how can you do it all without causing your team or your resources to burn out?

In this episode, Joey Iazzetto and I break down what it takes to achieve real, sustainable business growth. He walks us through the five critical areas you need to master—covering everything from capacity and customer insights to financial strategies and optimizing sales channels for success.

Joey is a national marketing leader and the Chief Growth Officer of ICG Marketing, specializing in driving revenue growth and maximizing ROI through strategic business planning.

With a deep understanding of business strategy, he leverages customer and competitive insights to deliver significant financial gains for privately held businesses. His proven track record showcases measurable results by seamlessly integrating sales, marketing, finance, and operations to enhance overall business performance.

We discuss:
02:28 – Understanding exponential growth challenges

[04:27 | 07:53 | 15:11 | 30:28 | 35:50] – The 5Cs or critical areas of business growth

11:55 – Conducting effective customer research conversations

20:33 – How market research reveals positioning opportunities

21:53 – Managing customer response to new messaging

40:19 – Why sales and marketing drive easy growth

44:18 – Actionable steps to achieve healthy exponential growth

Resources:
Joey Iazzetto, Chief Growth Officer, ICG Marketing
https://www.icgmarketing.com/

LinkedIn:
https://www.linkedin.com/in/joey-iazzetto-8741361/

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/
Blog post | Growth Without Breaking: The 5 Cs for Sustainable Growth
https://www.newcastlefinance.us/listen/sustainable-business-growth-newcastle-finance/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

bookmark
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Help! My Business is Growing - How to prevent check fraud, with Courtney Olson
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06/14/24 • 31 min

Comments? Suggestions? Text the show here!

When your business becomes a victim of financial fraud, specifically check fraud, it can be a total nightmare. Not only will you lose money but you'll also lose time in trying to track it down, closing your account, and talking to your bank, lawyers, and the authorities.

Depending on the size of the theft, it can affect your operations. You may not be able to pay your employees and your suppliers, damaging your reputation and it may even lead to legal action against you.

So what can you do to protect your business?

What are the red flags to watch out for?

What are the different forms of check fraud?

And what can you do to try and get your money back?

In this episode, Courtney Olson and I discuss the rising threat of Check Fraud and its impact on your growing business. We uncover common fraud tactics and share practical tips to safeguard your business finances.

Courtney is the Senior Vice President and Managing Director of First Bank Chicago and is responsible for supporting the Bank’s growth and expansion through developing strong business relationships within the local marketplace. She utilizes her background in sales, lending, and deposits to assist clients and prospects in designing a holistic banking strategy.

We discuss: (timestamps)

02:04 The different types of financial Fraud

04:08 How to recognize check fraud

08:03 Prevention strategies against the check, ACH, and wire fraud

11:38 What is Positive Pay?

13:56 Addressing the limitations of Positive Pay

15:58 Managing significant Bank-Approved unauthorized transactions

22:25 How the ACH Positive Pay System works

24:20 Actionable steps to take to protect your business from check or financial fraud

Resources:
Courtney A. Olson, Senior Vice President / Managing Director, First Bank Chicago
https://www.linkedin.com/in/courtney-a-olson-6865b410/

Website -
https://www.firstbankchicago.com/

Contact Info -
[email protected]

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | How to Prevent Check Fraud
https://www.newcastlefinance.us/listen/how-to-prevent-check-fraud/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

bookmark
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share episode
Help! My Business is Growing - How to hire a marketing agency, with Alicia Williams and Chris Viscomi
play

09/30/22 • 35 min

Comments? Suggestions? Text the show here!

Business growth requires a sound marketing plan so your company can thrive, survive, and stay successful - and relevant - in fast-changing trends and technologies.

But if you don’t have the time or workforce to focus on marketing, an external marketing agency can do the heavy lifting for you. Their marketing experts can help you expand your client base, improve branding, and boost revenue. At the same time, you attend to other business matters like developing new products and services and closing sales.

But the process isn’t as simple as doing a quick Google search on “marketing agencies near me” and choose the one on top of the list. Hiring the right agency takes time, patience, and a lot of vetting, as well as taking a hard look at your business to see what you need and what needs work.

In this episode of Help! My Business Is Growing, my guests Alicia Williams and Chris Viscomi and I discuss how your business can benefit from hiring a marketing agency to how you know if it’s time to say goodbye and part ways if things are not working.

Alicia and Chris also demystify the entire hiring process, providing tips on choosing the right agency to match your business needs, and what red flags to watch out for. They also share what you can expect when your actual working relationship begins and touch on your agency’s scope of work.

Alicia Williams is the CEO, and Chris Viscomi is the Co-Founder of Aliste Marketing, a boutique marketing agency that helps companies build tactical marketing plans consisting of out-of-the-box marketing techniques, cutting-edge videos, and social media strategies that give brands a voice to attract new clients.

In this week's episode, we discuss:

02:30 Why would a business choose to obtain the services of a marketing agency over hiring an in-house marketing person or working with a freelancer?

07:42 What are some of the common mistakes that you see people make when they're vetting potential marketing agencies?

08:53 Should a company do any pre-work before they hire a marketing agency? Should they hire someone who's focused on brand strategy first?
11:06 What would be a realistic expectation for any marketing activity or strategy to start working?

11:24 What are the signs that the marketing agency you hired is doing a good job, even though all your marketing activities or strategies are still in development?

15:10 How often do you need to align or have conversations with your marketing agency?

16:11 How involved should your marketing agency be during strategic planning? Where do they come in during these planning processes?

18:14 Can a marketing agency help you with your long-term strategy?

23:34 How do you decide on which marketing trends to try?

30:39 What is the next tangible step someone can take in the next week to get them closer to hiring the right agency for their business?

Resources:
Alicia Williams & Chris Viscomi, Co-founders and Marketing Experts, Aliste Marketing:
https://alistemarketing.com/

LinkedIn:
https://www.linkedin.com/company/aliste-marketing/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

bookmark
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share episode
Help! My Business is Growing - How to find the right project management tool, with Meagan Beltekoglu
play

02/04/22 • 43 min

Comments? Suggestions? Text the show here!

As the owner of a growing business, you're probably extremely busy, juggling to complete all the tasks and projects you currently have underway.

To avoid unnecessary heartache and stress, using a proper project management system can help you stay on top of everything that needs to be done.

It allows you to conceptualize, outline and implement the steps to take, down to the last detail if you want to, to ensure that all the pieces you and your team are currently juggling fall into the right places.

Fortunately, and thanks to recent advances in workplace technology, there are tools and apps that can give even the most stellar project managers a helping hand.

But finding the right one is crucial to your success. While a good tool can increase productivity and motivate your teams, a bad one can also slow down progress and waste time and resources.

In this episode of Help! My Business Is Growing, our guest Meagan Beltekoglu unlocks how you can take advantage and harness the power of productivity tools to ensure the continued growth of your business.

Meagan, a Certified Director of Operations and Vetted ClickUp Consultant and expert, shares her love for breaking big visions down into focused, manageable projects and tasks using her favorite productivity tool - ClickUp!

In this week's episode, we discuss:
03:57 What are the common issues, struggles, or tipping points for businesses to decide to use a project management tool?

07:32 What are some of the other project management tools available and how do they compare to ClickUp?

09:11 What are some of the challenges when using Asana?

12:19 Why become a ClickUp specialist? Is it the company values, budget, and features?

17:11 What is the easiest way to implement ClickUp and what are the common mistakes businesses make when trying to implement it?

20:09 What are some examples of how ClickUp's custom fields and views can increase productivity, enhance team workflows, and more?

22:38 Are there other ClickUp "must-use" features that can prove to be extra valuable to project managers and businesses?

24:57 What is the ClickUp "Task Location" feature and how to set it up.

26:40 What are some real-life examples of how ClickUp has transformed business operations in a positive way and with positive results?

34:09 A shortlist of other helpful productivity and project management-related applications for growing businesses.

38:40 What is the next tangible step that business owners and founders can take today to get them closer to or as-near a perfect state of project management in their business?

Resources:
Meagan Beltekoglu, Certified Director of Operations and Vetted ClickUp Consultant:
https://www.newleafdigital.net/

LinkedIn:
https://www.linkedin.com/in/newleafdigital
Other Project Management Tools:
ClickUp
https://clickup.com/

Asana
https://asana.com/

Trello
https://trello.com/en

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

bookmark
plus icon
share episode

Comments? Suggestions? Text the show here!

Every construction project starts with a contract—but not all contracts are created equal. If you overlook critical details or skip negotiation, you could face unexpected liabilities, payment delays, and disputes that stall progress. Poor contract management can lead to financial setbacks, strained relationships, and missed opportunities for future projects.

So, how can you identify risks before signing?

What strategies help you negotiate fair terms?
And how can you protect your interests while keeping projects on track?

My guest today is Megan Shapiro. She is a Risk Management Strategist, Construction Attorney & Founder of Construction Contract Coach. After litigating construction disputes for nearly 15 years, Megan is now taking everything she's learned and teaching construction leaders how to Do It Like A Lawyer.

Through her workshops and coaching programs, Megan offers actionable strategies for negotiation, persuasion, contract review, and strategic communication. Drawing on her years of representing subcontractors, owners, GCs, and everything in between, she empowers construction leaders to win more projects, eliminate claims, and maximize profits—all while reducing risk and helping leaders adopt a lawyer’s mindset to succeed in business.

We discuss: (timestamps)
03:03 Contracts for construction and remodeling businesses

05:37 Key points for general contractors and subcontractors

08:36 Indemnity explained in simple terms

11:43 Managing contract defense costs

13:10 Remedies for breach of contract

14:32 Subcontractor liability for issues like water leaks

16:53 Risks in prime contracts for general contractors

17:16 When to consult your broker on contracts

21:37 Fixing non-compliant contracts in ongoing projects

22:51 Working with brokers on problematic contracts

23:59 Reasons insurance claims get denied

28:16 Negotiating contract terms as a subcontractor

31:04 Examples of subcontractors negotiating better terms

33:57 Defining late provisions and liquidated damages

35:31 Reducing contract risks for subcontractors

37:34 Preventing problems from poorly managed contracts

40:53 Addressing supply chain and labor shortage risks

42:20 Options for subcontractors in bad contracts

43:44 Actionable steps to take to improve your contracts

Resources:
Megan Shapiro, Risk Management Strategist, Construction Attorney & Founder, Construction Contract Coach

https://meganshapiro.com/

LinkedIn:

https://www.linkedin.com/in/constructioncontractcoach/

Free Negotiation Style Quiz:

https://meganshapiro.ck.page/81045b49f1

Free resources on Megan’s Website:

https://meganshapiro.com/free-resources

Kathy Svetina, Fractional CFO:

https://www.newcastlefinance.us/

Blog post | Industry Deep Dive - Construction: Practical Strategies for Managing Construction Contracts

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

bookmark
plus icon
share episode

Comments? Suggestions? Text the show here!

Expense management is a must for any business. Every dollar spent can either contribute to your growth or drain your resources. And while it seems like a simple thing to do, many businesses struggle with it - causing bigger financial problems down the road. So what can you do to avoid this in your business?

In this episode, John Krebsbach and I go very deep into effective expense management. From managing credit cards and checks to dealing with reluctant vendors, he shares practical tips and real-world examples to help you implement an effective expense management system and protect your growing business.

John is a Principal at Precision Advisors, a business operations advisory firm for companies who are growing or are looking to ignite growth. He is an experienced founder and chief operating officer who enjoys the journey of building high-growth companies with great people. He earned and refined his growth operator skill set in a variety of environments, from co-founding a startup (and shutting it down) to scaling an Inc. 5000 business and building new teams within a global corporation.

We discuss: (timestamps)

02:25 What is expense management and why it matters

05:14 Managing credit card expenses and tracking spending

17:49 Expense management for check and ACH-heavy businesses

26:14 Working with vendors resistant to digital tools

28:15 Implementing expense management processes

42:21 One actionable step to take to implement an efficient expense management system

Resources:
John Krebsbach, Principal, Precision Advisors
https://precision-advisors.com/

LinkedIn:
https://www.linkedin.com/in/johnkrebsbach/

Special offer for listeners of the podcast:
Get a $500 sign-up bonus from Ramp to manage your business expenses: https://ramp.com/partners/precision-advisors

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Effective Expense Management For a Financially Healthy Business
https://www.newcastlefinance.us/listen/effective-expense-management-for-a-financially-healthy-business/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

bookmark
plus icon
share episode

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FAQ

How many episodes does Help! My Business is Growing have?

Help! My Business is Growing currently has 101 episodes available.

What topics does Help! My Business is Growing cover?

The podcast is about Finances, Management, Founder, Leadership, Entrepreneurship, Podcasts, Business Growth, Ceo and Business.

What is the most popular episode on Help! My Business is Growing?

The episode title 'How to have effective team meetings, with Danny Hadas' is the most popular.

What is the average episode length on Help! My Business is Growing?

The average episode length on Help! My Business is Growing is 40 minutes.

How often are episodes of Help! My Business is Growing released?

Episodes of Help! My Business is Growing are typically released every 7 days.

When was the first episode of Help! My Business is Growing?

The first episode of Help! My Business is Growing was released on Jul 29, 2021.

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