The CEO Help Desk from Run Like Clockwork

249. The Right Time for Your Next Big Business Idea with Catherine Roe


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Catherine Roe built a successful accounting firm that now runs without her. But instead of coasting, she's launching a second brand — an educational business focused on financial literacy. In this coaching episode of The CEO Help Desk, Catherine shares how she's balancing new ideas, team capacity, and her own energy as she grows her next business.

If you've ever felt the pull to start something new and the fear of slipping back into overwork… you're going to relate to this one.

Here's what we cover: ✅ Why her first business can grow without her — and what that changes ✅ How to build something new without burning out ✅ What it really means to be multi-passionate ✅ Why your boundaries matter more when you're energized ✅ The power of deciding what's "enough" in every season

👉 Learn more about Catherine's work at Cowart Roe, including her educational brand at Cowart Roe Academy

👉 Want to clockwork your own business so it runs without you? Get started with us here

🏆 Top 5 Takeaways:

  1. Run One Business First – Start something new only after the first can thrive without you.

  2. Excitement ≠ Sustainability – New energy doesn't mean you can (or should) do it all.

  3. Borrow Resources Thoughtfully – Use your current team wisely, without overloading them.

  4. Hold Your Boundaries – Set clear limits, even in seasons of expansion.

  5. Minimum Deposits Matter – Small investments in other areas of life + business keep everything steady.

🕰️ Chapters 00:00 – Meet Catherine + the two sides of her business 03:22 – Where the second brand came from 06:35 – The "No More 24/7" philosophy 10:41 – Navigating energy, seasons, and priorities 14:25 – How minimum deposits work in real life 18:58 – What she's cutting to make space 24:10 – Communicating priorities and boundaries 28:40 – Building the right foundation for new growth

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The CEO Help Desk from Run Like ClockworkBy Adrienne Dorison

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