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    Business Chop

    Business Chop guests bring relevance, excitement and solutions to the entrepreneurial journey.  They speak of its challenges and rewards. Whether you are a startup, just earned your first $10,000 or $100,000 or your first $1 million or preparing for a merger and acquisition, exit or succession plan, marketing, our conversations inspire and empower. Business professionals chop it up with tips, hacks, resources, stories of success and how they rise daily to the challenge of entrepreneurship. Learn more about management, employees, outsourcing, technology, pricing, intellectual property, succession planning, business law, mental health and more. Connect with us on https://facebook.com/BusinessChop or send email to talk@businesschop.info #LetsChopItUp

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    Episodes (70)

    Strategic Finance: From Startups to Scaling Up with John Hannum

    Strategic Finance: From Startups to Scaling Up with John Hannum

    Our guest is the Founder and CEO of PPS Solutions. His name? John Hannum. 

    This episode reviewed the role of a CFO and the importance of financial planning and strategy in business operations. John Hannum, the founder of PPS Solutions, provided insights into the differences between a CFO, CPA, and bookkeeper, emphasizing the scarcity of CFOs compared to the high demand for financial acumen in small businesses. The conversation also explored the evolution from entrepreneurs managing all aspects of their business to the need for specialized financial expertise as companies expand. Hannum stressed the importance of understanding finance as a fundamental aspect of business growth and sustainability.

    He also touched on the benefits of finding a CFO to work with and the importance of vetting candidates for industry experience and understanding of financial concepts. Hannum underscored the significance of regular interaction for businesses to maintain financial stability and the need for access to a CFO during crucial decision-making. The conversation also delved into the personal business backgrounds of the participants, with John sharing his formative experience working in his parents' business and the impact it had on his career trajectory. 

    Finally, they discussed the development of the subscription model for PPS Solutions and the satisfaction Hannum derives from seeing entrepreneurs and businesses succeed. The conversation emphasized the collaborative nature of finance and the importance of having a financial perspective at the table for better results and planning in business operations. 

    -----------------------------------------

    PPS provides a strategic partnership to business leaders as well as administrative support to take the burden of running a business off the entrepreneurs who should be out growing the businesses they’re passionate about.

    FOR A CONSULTATION VISIT ppsfinance.com

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    Empowering Independence: Modernizing Workplace Training with the Find and Follow Framework with Greg DeVore

    Empowering Independence: Modernizing Workplace Training with the Find and Follow Framework with Greg DeVore

    Greg DeVore discussed the need for a fundamental shift in the approach to training and knowledge transfer, moving away from a one-size-fits-all solution towards a more tailored and efficient approach that aligns with the way people work. He introduced the "Find and Follow Framework", which empowers employees to work independently and handle various situations effectively. Greg also highlighted the Framework's applicability to different businesses, emphasizing its potential to address inconsistencies in customer service and operational procedures.

    Greg DeVore is the co-founder and CEO of ScreenSteps, a company dedicated to helping organizations transfer knowledge to their employees more efficiently. His career in training began 20 years ago in the film scoring industry, where he taught composers to utilize Apple’s Logic platform. This experience paved the way for opportunities to design e-learning solutions for medical devices for prominent companies such as GE, Siemens, and Philips. 

    As the CEO of ScreenSteps, Greg collaborates with organizations of various sizes to replace ineffective training programs with efficient knowledge transfer strategies, enabling them to onboard employees at least 50% faster. Greg holds a degree in Composition and Film Scoring from the Berklee College of Music. He resides in McLean, Virginia, with his wife and four boys, which explains the abundance of broken items in their home.

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    Green Guardians: Empowering the Next Generation for Environmental Responsibility with Arley Owens

    Green Guardians: Empowering the Next Generation for Environmental Responsibility with Arley Owens

    Earth Team Green focuses on educating young adults and children about environmental sustainability through various initiatives, including comic books and educational programs. The goal is to instill a sense of responsibility and respect for the environment from an early age, with a focus on empowering the younger generation to make positive changes. The organization also works with adults, offering workshops and programs tailored to businesses and community groups to promote sustainability practices such as recycling, waste reduction, and energy conservation. Overall, the emphasis is on making a difference, no matter how small, to create a better future for all.

    1. Community Engagement: It's commendable how the organization engages with communities at various levels, from elementary schools to businesses and community groups. By tailoring programs to different audiences, they can effectively spread their message and encourage action towards sustainability.

    2. Creative Approach: Using comic books as a medium to educate and inspire young minds is an innovative and engaging approach. It not only makes learning fun but also allows complex environmental issues to be presented in a digestible format for children.

    3. Collaboration and Mentorship: The organization's collaboration with artists, mentors, and community leaders demonstrates the power of teamwork and mentorship in driving positive change. By leveraging each other's strengths and experiences, they can create impactful initiatives and inspire others to join their cause.

    4. Adaptability: Despite facing challenges like the COVID-19 pandemic and setbacks in production, the organization persevered and found ways to continue their mission. This adaptability and resilience are essential qualities in addressing environmental issues, which often require long-term commitment and flexibility in approach.

    5. Empowerment: Through their programs and initiatives, the organization empowers individuals to take action and make a difference in their communities. By providing tools, knowledge, and support, they enable people of all ages to become environmental stewards and advocates for change.

    Contact Arley Owens:
    Website: https://earthteamgreen.org
    Trailer:

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    Transform Your Business: Storytelling Strategies by Danielle R Harris

    Transform Your Business: Storytelling Strategies by Danielle R Harris

    Danielle R. Harris is a marketing & messaging consultant who teaches coaches and service providers how to attract and sign dream clients by sharing their unique stories in their messaging. She has worked in marketing for over 10 years and believes that for most business owners, their story is their most underutilized asset. 

    Danielle is based in Metro Detroit where she was born and raised. She is known for her love of chocolate, travel, and the K-Pop group BTS

    Visit Danielle at https://drharrisconsulting.com/

    Sign up for her newsletter at: subscribepage.io/drharrisconsultingnewsletter

    Check out Danielle's Podcast: Marketing That Works

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    Reflection on purpose, character, and choice with Audrey Wiggins

    Reflection on purpose, character, and choice with Audrey Wiggins

    Audrey “Tech Diva” Wiggins delivered a motivational speech on purpose, character, and choice, encouraging the audience to evaluate their contributions, relationships, and personal fulfillment. She also urged them to seek mentorship and create a support network. Her message resonated with themes of self-awareness, empowerment, and the pursuit of dreams, invoking the spirit of Black History Month and the legacy of Martin Luther King Jr.

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    Thriving Against the Odds: The Inspirational Story of Derick Johnson, US Army Veteran and Life Coach

    Thriving Against the Odds: The Inspirational Story of Derick Johnson, US Army Veteran and Life Coach

    Derick is mixed raced and growing up in the south, he saw hate from both sides but used it as fuel along with the dark upbringing in a home of alcoholism and rage. Derick used fitness as an escape and quickly was able to stay calm in most moments people would break down or snap. 


    He used these experiences to thrive in the US Army along with his coaching career. 


    Derick healed himself and teaches others how to do the same. 


    Derick Johnson is a US Army Veteran, Life Coach and Trainer that has helped over 500 clients and 50 companies go from just surviving to thriving through his coaching modalities and marketing efforts. 


    Derick was awarded Soldier of the Year for his battalion 3x, received numerous Awards for PT and took his leadership skills, certifications and life experiences to help people take control of their mind and body so they can THRIVE, not just survive. 

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    From Peaches to Prosperity: Shannon Houchin's Roadside Revolution

    From Peaches to Prosperity: Shannon Houchin's Roadside Revolution

    Meet Shannon from Roadside Republic. She turned her life around with a simple roadside peach stand, and now Shannon teaches people to do the same. Opening a roadside peach stand seemed like a crazy idea at the time, since most people thought the business model was long dead. Opening 100 roadside peach stands with over 200 workers across 3 states seemed like an insane idea--but that's exactly what she did.


    And now, a decade later, Shannon, the Chief Roadie, is still doing it. Today her son, Finn, who grew up selling peaches, is her business partner and together, we teach students how to earn college tuition over the summer by selling peaches.

    Leave n more : https://www.tiktok.com/@roadside_republic

    …about pop up shop businesses selling produce and feature what it's like to own and operate peach stands.


    https://roadsiderepublic.com

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    Building Brands, Protecting Dreams: The Trademark Factory® Promise

    Building Brands, Protecting Dreams: The Trademark Factory® Promise

    Andrei's career in intellectual property began when he fought a Russian radio station that stole his father's music. Since then, Andrei has written multiple books on intellectual property, one an international bestseller, and he has helped thousands of entrepreneurs and companies protect their IP.


    He believes people who have created something deserve to not have it stolen from them. Hard-working entrepreneurs shouldn't be taken advantage of. That's why he founded Trademark Factory. That's why he's passionate about sharing his experiences with growth-minded entrepreneurs who want to build amazing brands.


    When he's not helping secure trademarks, Andrei enjoys living in Dubai with his wife and three kids. He also dreamed up, designed, engineered, and had made for himself a one-of-a-kind DrumDesk™. Now he can type emails and do double-bass paradiddles at the same time.


    Go to trademarkfactory.com and request your free call with Trademark Factory strategy advisors to get your trademarking process started. Because without a trademark, you don't own your brand. In fact, you don't even have a brand. What you have is a name, an image, or a phrase that you WANT to be your brand. But they only become your brand once you can legally stop others from using similar names, images, and phrases to sell their products and services. That's what trademarks do. And that's what Trademark Factory can help you get with a guaranteed result for a guaranteed budget.

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    It’s the Holidays, Unplug with Audrey Wiggins

    It’s the Holidays, Unplug with Audrey Wiggins

    Save the Date
    Saturday, January 20, 2024
    “Elevating the ‘U’ In Entrepreneur”
    Topics include:

    • LinkedIn
    • Communications 
    • Health and wellness 
    • Technology 
    • Video content creation 
    • Monetizing your content 
    • Starting a business 
    • and more!

    Advance registration $47 via  paypal.me/altogethermarketing
    Details and links will come later 
    Open registration $67

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    Launching a Business with a Strategy to Exit with Tracy Gunn

    Launching a Business with a Strategy to Exit with Tracy Gunn

    Tracy Gunn is a seasoned entrepreneur and founder of Get Exitable, a company specializing in helping business owners exit their businesses on their own terms. 

    The terrifying stats are that only 1 in 10 listed businesses will ever sell. Why is no one talking about this?

    Tracy Gunn shares her signature process for creating an enticing sale of your business. 

    Audiences will discover the 3 secrets to ensure a successful sale, including how to go through the valuation process, how to create an exit strategy, and how to improve their business value and odds of selling. 

    Tracy draws from her personal experience of transforming her “unsellable” restaurant and finding her buyer in just 3 months - all while running the 2 restaurants and 2 candy stores! 

    Tracy works with clients who are looking to exit their businesses due to a loss of passion, retirement, or the desire to pursue new opportunities. 

    With her guidance, clients develop tailored exit strategies that not only make their businesses sellable but also transferable and highly desirable to potential buyers.

    Tracy is on a mission to help 1 million small business owners develop and implement Exit Strategies by 2028.

    Visit: https://www.getexitable.com/

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    LinkedIn - Your Key to High Ticket Clients by Nate Morse

    LinkedIn - Your Key to High Ticket Clients by Nate Morse

    Nate Morse is a founder and LinkedIn strategy consultant at APEX Conversion, where he has been helping revolutionary business leaders use LinkedIn to enjoy greater success with clients for over seven years. He is content marketing certified and has a deep expertise in LinkedIn marketing, lead generation, B2B sales, and conversion optimization.

    Nate’s mission is to help businesses get high-quality clients on LinkedIn with proven strategies and systems that save time and produce results. He has developed a unique framework called "LinkedIn Leadership" that enables businesses to get calls booked every week with qualified prospects in less than 30 minutes a day. With his help, businesses can get the most out of their time on LinkedIn and use it to effectively reach their target market while also building brand awareness.

    Listen to episode for free gift!

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    Innovation in Real Estate: Karim Kerachni's Path to Franchise Development and Business Success

    Innovation in Real Estate: Karim Kerachni's Path to Franchise Development and Business Success

    With 13+ years experience in Sales and Management across North America, and France in my early career, Karim found his true calling in launching new ventures, creating systems & processes, and business development at large; he defines himself as an entrepreneur more than a business owner: once the business is up and running, he feels the  need to move on to the next project or opportunity!

    Karim is a franchise developer in Massachusetts for a revolutionary real estate company, owner of a cleaning company with multiple locations in eastern Canada, full-time globetrotter Started my career in Sales then management, first in France then Alberta, Canada, before moving to Halifax 5years ago where he launched his first business and became passionate about entrepreneurship, which he grows by systematizing/automating/delegating — his mantra is Work to Live, don’t Live to Work.

    The discussion shifted to remote work and the various technology tools used for it, including free phone numbers and Slack. Karim offered tips for finding the right virtual assistant for your needs and emphasized the importance of recruiting the right people. Audrey expressed interest in using virtual assistants herself and Karim offered to introduce her to some vetted options after the interview.

    Finally, Karim introduced PropertyGuys, a real estate company with a unique approach to real estate that offers a flat fee package that includes all necessary services, allowing customers to save money and have more control in the process. Karim provided insights into the changing real estate industry and the challenges faced by real estate agents, and emphasized the need for real estate professionals and aspiring entrepreneurs to differentiate themselves in a crowded industry. He also recommended franchises as a way for new business owners to reduce costs and risks.

    His mission?  to expand this amazing model all across New England by 2030, making a refreshing and long-lasting change in the real estate industry.

    Contact Karim on inkedIn at https://www.linkedin.com/in/karim-kerachni

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    Video Content Creation and SEO: Atiba de Souza on Strategies for Marketing Dominance

    Video Content Creation and SEO: Atiba de Souza on Strategies for Marketing Dominance

    Hello Chop Squad our guest today is Atiba de Souza the Content Superman and Organic Video Marketing Expert, and CEO of Client Attraction Pros. Atiba knows the Content Game is intense with third party data restrictions, new privacy laws and growing competition. So what is the answer to generating more leads? Nothing less than fresh, original, and engaging content. But who's got time to create content, much less launch it across every platform in the appropriate format? The answer? A customer-focused, tactical, technology-driven plan for radical content creation and repurposing that will land your content on Page 1 of Google.


    The interview focused on the importance of video content creation in today's business landscape. Atiba de Souza, an expert in SEO and video marketing, emphasized the need for businesses to create engaging and original content to stand out in a market with growing competition and 3rd party data restrictions. He stressed the importance of understanding the ideal customer and their pain points to generate questions to answer on camera. Audrey "Tech Diva" Wiggins agreed and noted the importance of authenticity in videos.

    Atiba provided valuable advice to Audrey on starting a successful video channel, emphasizing the importance of consistency in posting and not worrying about equipment when starting out. He also stressed the importance of networking and follow-up, providing a link to his LinkedIn profile and offering to help promote Audrey's show. The conversation ended with a brief discussion of their respective backgrounds and locations.

    Overall, the interview provided insights into the future of video marketing and the opportunities it presents for businesses to connect with customers. It emphasized the need for a customer-focused and technology-driven plan for content creation and repurposing to land on page one of Google. The interview also highlighted the importance of understanding marketing basics and focusing on the customer, cautioning against measuring success by views alone and emphasizing the need to generate customers.

    Connect with Atiba on LinkedIn by visiting meetatiba.com
    Plug into Client Attraction Pros' resources visit  clientattracti

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    From Pages to Profits: Mike Capuzzi's Insights on Tying Products and Services to Short Books

    From Pages to Profits: Mike Capuzzi's Insights on Tying Products and Services to Short Books

    Mike Capuzzi, founder of Bite Sized Books, emphasized the importance of short, helpful books for business owners. He explained how being seen as a book author can give one a competitive edge and how Shooks can be a powerful marketing strategy. Capuzzi offered insights on how to tie products and services to books and shared a formula for creating effective Shooks. He also shared success stories of authors he has worked with and encouraged business owners to consider writing short books as part of their marketing strategy.

    Mike shared a success story of a client who was a mercury-free dentist and had written a book called "Are Your Teeth Toxic?" He found local businesses where his ideal readers would be, such as yoga studios, health food stores, and chiropractors' offices, and displayed his book with a free offer. In the first 30 days, he got three new patients worth thousands of dollars, proving the effectiveness of targeted marketing.

    Audrey and Mike also discussed the power of short books and being an author. Mike shared success stories of authors who have used his services to create short books and how it has helped them in their business. They also discussed the importance of serving the reader first and creating a book that will benefit them.

    Be sure to chicken this ink to receive Mike free materials: Mikecapuzzi.com/magic

    Are you ready to write and publish your 100-page book? Visit bitesizedbooks.com

    Mike is also a podcast host. Visit his site here authorfactor.com

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    Strategies for Exponential Growth: Benjamin Friedman's Guide to Scaling Smartly

    Strategies for Exponential Growth: Benjamin Friedman's Guide to Scaling Smartly

    Benjamin Friedman, President and Founder of Build, Scale, Grow, (2019) and Audrey Wiggins discussed the importance of open communication in keeping everyone aligned with company goals, with Benjamin stressing the need for founders and leaders to communicate often and set clear expectations to build confidence and trust within the team. Benjamin helps fast-growing startups to scale quickly and smartly by installing the right systems, metrics, and experts.  

    The conversation also covered the challenges and evolution of founders and businesses as they grow, with Benjamin sharing examples of micromanaging co-founders and successful e-commerce founders who learned to delegate and focus on processes. He emphasized the importance of self-awareness and stepping back to think about the business and seek advice from trusted advisors. Additionally, Benjamin discussed his handbook "Scale, Reach Your Peak," which is a comprehensive guide to help leaders grow and scale their businesses.

    Finally, the conversation highlighted the need for introverted leaders to find a balance between their strengths and weaknesses in order to succeed in business.

    GET THE HANDBOOK:  Based on over twenty years of experience and research, Scale: Reach Your Peak is a 500-page modular handbook with over 130 independent, quick-read articles covering various fundamentals, including leadership, growth, sales, marketing, operations, finance, and optimizing teams. Each topic takes five minutes to gain invaluable insights, best practices, practical options, and realistic exercises. 

    https://webuildscalegrow.com

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    Unlocking Success: Data-Driven Decision-Making in Accounting and Finance with Jeff Rudner

    Unlocking Success: Data-Driven Decision-Making in Accounting and Finance with Jeff Rudner

    Chop Squad our guest knows as an entrepreneur, you have enough on your plate. Managing accounting and finance shouldn’t be an added burden. “We bring a tailored mix of People, Process, and Technology to help you optimize performance and maximize growth,” says Jeff Rudner. Jeff is an accounting and finance expert with a passion for helping companies understand their own financial strategy. After graduating from the University of Florida, he launched his career in Audit at a Big 4 Accounting Firm where he developed key skills and knowledge to identify areas of improvement, build forecast models and support M&A transactions. He then moved on to become the CFO of a rapidly growing startup where he was able to bring his expertise and insight into building internal financial structure processes and supporting a nationwide rollout.

    The interview between Audrey Wiggins and Jeff Rudner focused on the importance of managing accounting and finance effectively. Jeff shared his passion for helping companies understand their own financial strategy and his experience as a CFO of a rapidly growing startup, Proseer. Proseer provides expert accounting, finance, and tax solutions to businesses, and Jeff inspires his clients to make informed decisions that strategically boost their bottom line. They also discussed the importance of understanding your business on a deeper level and making data-driven decisions. Know your numbers.

    Jeff advised the team to start with high-quality accounting to understand their business and begin the projection process. This is a crucial time for tax planning, as there are a few months left to take action to impact taxes positively. Jeff suggested some strategies for tax planning, such as bringing expenses into this year to reduce net income and deferring revenue into the beginning of next year if cash is not needed.

    Additionally, this is a crucial time for budgeting and forecasting, as it allows the team to determine if their plans for next year are feasible and make assumptions on how they will go. Jeff also highlighted a case study of how his team helped a professional services company improve their business performance.

    You can schedule an exploratory or discovery call with Proseer at proseer.co/contact/
    Be sure to download their helpful ebook at proseer.co/rules-ebook

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    Principles of Creativity and Innovation: A Deep Dive into What's Next with Lauren St. George

    Principles of Creativity and Innovation: A Deep Dive into What's Next with Lauren St. George

    Guest, Lauren St. George covered a range of topics related to creativity, innovation, and personal growth. Lauren delved into the topic of fear of change and how it can hold individuals back from reaching their goals. She emphasized that creativity is a muscle that can be built over time, and that there are natural ways we solve problems but also ways to circumvent or hack it.

    Lauren discussed the principles of creativity and innovation, including provocative thinking, deep listening, and having a "yes and" mindset. She emphasized the importance of asking the right questions and listening deeply to build better teams and serve clients more effectively. Lauren from What's Next shared stories of clients who overcame obstacles and found their next steps through coaching and creative thinking. She emphasized the importance of taking action and not waiting to pursue what you want in life.

    They also covered the benefits of group coaching for accountability, community, and perspective. Through sharing experiences and expertise, participants gain clarity and develop a plan to achieve their goals.

    To learn more about Lauren and What's Next visit answerwhatsnext.com

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    Revolutionizing Digital Marketing: An Exclusive Interview with David Van Beekum of Tweva

    Revolutionizing Digital Marketing: An Exclusive Interview with David Van Beekum of Tweva

    Audrey interviewed Dave Van Beekum, the Co-Founder & Creator of Tweva, the world's first social TV network for small businesses and influencers. A digital marketing guru, startup enthusiast, and tech expert, Dave is a man of many talents. Despite being more of an introvert, Dave has been a driving force behind Tweva's success, working tirelessly on software development, databases, automation, 3D printing, robots, and AI. But it wasn't until recently, when one of his co-founders passed away, that Dave realized it was time to step out of his comfort zone and share his wealth of knowledge with others. 

    Balancing the challenges of running a startup with a family, Dave is currently focused on securing a 2.2 million dollar investment for Tweva while simultaneously driving traction with local businesses on the platform. It's a tough balancing act, but Dave's passion for helping small businesses succeed is unwavering. When he's not revolutionizing the social TV space, Dave enjoys spending time with his wife and kids in sunny Florida. And if you can't find him there, chances are he's locked himself in his air-conditioned office, dreaming up new ways to change the world of digital marketing. 

    They discussed the benefits of creating content for small businesses, including branding, and becoming community experts, and the barriers to entry, including self-judgment and lack of marketing capability. Tweva Inc. offers social media management services to help businesses get started in digital marketing.

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    Innovate, Partner, Succeed: Technology Tips from Shane Mishler

    Innovate, Partner, Succeed: Technology Tips from Shane Mishler

    Audrey Wiggins host of the Business Chop podcast and Shane Mishler, VP COO of SD Tech, discussed the importance of technology and partnerships in small business success. He emphasized the need for small businesses to invest in the right technology infrastructure, including hardware, software, and cybersecurity measures, to improve efficiency and maintain community trust. They also advised small business owners to seek out partnerships with individuals around them, including competitors, to build relationships and strengthen their community.

    Shane shared insights on SD Tech's success, attributing it to their focus on customer service and building relationships. He also discussed the importance of hiring employees who are invested in the company's vision and culture. Audrey and Shane brainstormed potential topics for discussion, including the work culture at SD Tech and the importance of the right IT system for business success. They also discussed the technical aspects of the interview, ensuring that the mic was working and the recording was set up correctly.

    Overall, the interview set the stage for a conversation that would focus on the challenges and tools that small businesses need to grow. Shane and Audrey provided valuable advice on technology infrastructure, partnerships, and communication skills in the tech industry. They emphasized the importance of investing in the right technology solutions and building strong relationships with individuals around them, including competitors, to create a well-oiled machine that runs smoothly and efficiently.

    Shane is the Chief Operating Officer for SD Tech and oversees the daily operations of the company. He partners with the owner to design and implement business strategies, plans, and processes. Shane is actively involved in all of the company’s investments, clients, strategic franchise partners, and expansion activities. During his tenure, the company’s revenue has more than tripled, and their active client list includes over 200 companies. Please contact him for a free consultation at https://www.sd-tech.net/

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    Unlocking 7-Figure Success: Kristen Hillman's Financial Strategy Blueprint

    Unlocking 7-Figure Success: Kristen Hillman's Financial Strategy Blueprint

    In this episode featuring Kristen Hillman, founder and CEO of Viticula LLC, a boutique financial strategy and virtual CFO firm, she shared valuable insights on achieving seven-figure business success through financial strategies. Kristen's expertise, built on 25+ years of experience in accounting and finance, has empowered her to help service-based businesses accelerate their growth using her Financial Simplicity Framework.

    One of Kristen's key points was the importance of aligning personal goals with financial plans and strategies. She stressed that every business should understand essential financial metrics, adapting them to their specific objectives. She also highlighted the impact of subscriptions on business operations and the need for regular subscription reviews and adjustments.

    Kristen acknowledged the challenge of transitioning from an entrepreneur to a CEO and emphasized the significance of having a long-term vision. She recommended assembling a team of specialists and advisors to prevent burnout and exhaustion.

    A major theme of the interview was the mindset shift necessary to trust others and delegate tasks effectively. Kristen emphasized the importance of consciously stepping into the CEO role for long-term success. She also advised bringing in experts in areas such as legal, finance, and marketing to save both time and money. All these insights form the foundation of the Financial Strategy Secrets to Scale to a 7-Figure Business.

    Biography

    Kristen is the founder and CEO of Viticula LLC, a boutique financial strategy and virtual CFO firm that helps service-based businesses accelerate their dreams through her signature Financial Simplicity Framework. Kristen has 25+ years of accounting and finance experience leading private equity companies to success and now help values-driven small businesses maximize their profitability and sustainability.

    She’s passionate about helping female founders and CEOs accelerate their dreams and supplementing the world-class business coaching they're already receiving with critical financial strategy to ensure long-term growth and profitability. I'm the virtual CFO and Financial Adviser business coaches keep on speed dial to offer bespoke financial strategy that separates good programs from game-changing container

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