Business Strategy for CPA's

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

I’m back from the B A M Success Summit, hosted by Julie Fry, which took place in Seattle a couple weeks ago. 

Business Among Moms is more than just an annual conference, it’s a collection of more than 30 locally-based chapters around the country, and a whole lot more. 

In this episode I gather takeaways from some of the great women I met. 

Kate Ahl, founder of Simple Pin Media, makes Pinterest Marketing easy to understand and implement without feeling overwhelmed.

Website: https://www.simplepinmedia.com

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

Twitter: https://twitter.com/simplepinmedia

Pinterest: https://www.pinterest.com/simplepinmedia/

LinkedIn: https://www.linkedin.com/in/kate-ahl-79a653107/

Katy Blevins Calabrese is the Chief Leadership & Training Officer for Business Among Moms. 

Website: www.businessamongmoms.com 

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

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

Twitter: https://twitter.com/seasonofkaty

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

Michelle Cooper owns Alchemy Accounting. Alchemy Accounting uses the Profit First cash management system. Her team is trained and certified by Profit First professionals to guide business owners and entrepreneurs in maximizing their profits through excellent bookkeeping and accounting.

Website: http://MichelleBCooper.com

Website: http://AlchemyAccounting.ca

Facebook: https://www.facebook.com/michelle.h.cooper.9

Karen Nelson helps website owners use Facebook ads and Pinterest ads to drive traffic to their products.

Email: [email protected]

Website: KarenJNelson.com

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

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

Melina Palmer is the founder of Brainy Business. She helps companies of all sizes to incorporate behavioral economics in their businesses, to make them “”brain-friendly” to increase conversions and ROI.

Website: www.thebrainybusiness.com

Podcast: Listen to the Podcast

Youtube: Check out my speaker reel!

What I got from the summit is countless, genuine, authentic, fun, and valuable connections. Because of the time that I spent connecting with amazing women, I’m not noticing just an uptick, but rather like an explosion of activity in my business.

If you want to know more about the BAM Success Summit, go to https://bamsuccesssummit.com. Registration and tickets reopen in December.

Register here:  

https://www.eventbrite.com/e/2020-bam-success-summit-conference-all-access-tickets-61727767414

Ladies, what’s your takeaway from this episode? Come share in the She Thinks Big Facebook group.

Strategy Session

1:1 Coaching

VIP Day

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

My guest today is Kim Bostrom, of Dancing Goat Gardens and the Hope Center.

In 2014, Kim left her job in the pharmaceutical industry, ready and in need of a change.

A few years later, Kim and her husband Jay founded two companies and a non-profit all housed under one roof: To provide education, wellness, and cannabis products to those looking for alternative therapies.

You may have heard of CBD oil: it’s legal at the federal level, but up to each state to manage it.

That’s not Kim’s only challenge as a business owner: she’s in an industry that is a patchwork of sometimes clear, sometimes ambiguous, sometimes downright contradictory laws.

And, she is part of a small but growing force of women aiming to shift the old black market paradigm to one that is legitimate and operates above board.

It’s hard enough to start a business. Never mind one that has all kinds of hoops to jump through, won’t let you use traditional banking, and won’t let you market your products.

I admire Kim’s courage to lead in an industry that carries around all kinds of baggage, stereotypes, and pigeonholes, and the effort required to shift the paradigm in an industry that has operated in the shadows for so long.

I am also grateful to Kim and her husband Jay, not as a user myself, but on behalf of those who do legitimately need medical cannabis.

I want to say it’s high time, but that’s a terrible pun, that we give this plant the recognition it deserves for its medicinal properties, and get it off the black market.

Ladies, what inspired you about Kim, and the work she and Jay are doing? Know that I would love to hear from you. Come share in the She Thinks Big Facebook group.

Dancing Goat Gardens website

Dancing Goat Gardens Facebook page

Dancing Goat Gardens Instagram page

The Hope Center website

The Hope Center Facebook page

The Hope Center Instagram page

Strategy Session

1:1 Coaching

VIP Day

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Finding Solutions to the Problem of Childcare

I love it when people see a problem and they go, “Huh, I wonder if I could fix that?”

Today’s guest, Erica Mackey, did just that. She returned to work with her six-week old only to find that basic childcare is basically broken. But rather than shrug her shoulders in resignation, she asked herself if she could use business to address the problems in childcare.

Now, two years in, with 17 employees and 40 educators, MyVillage is a community of high-quality, in-home childcare and preschool programs in Colorado and Montana, with plans to expand nationwide.

Erica’s Vision for MyVillage

Erica’s vision for MyVillage is to see a network of incredibly talented and skilled caregivers and educators that are community leaders. And to inspire children to do the same, and create and instill that sense of confidence and the skill set to be able to act on that confidence. Which means a sea of entrepreneurs, of budding educators, and of capable children who are ready to be the citizens of this country that we deserve.

What Erica Asks from the She Thinks Big Community

Erica asks that you reach out and encourage anybody you know in your network who just needs a little confidence boost to be able to take the next step forward.

If you have somebody who has touched you or your family in a way that you know that they would be incredible at providing this service to their community, reach out and encourage them to check it out because sometimes it just takes a little nudge to get over that initial fear.

I’m just blown away by what Erica and her team are creating, in the same way that I was blown away when I first used Lyft and Square. MyVillage is taking a system that was so archaic and bringing it into the 21st century and solving dozens of problems elegantly in one fell swoop.

Thank you, Erica, for your big vision.

Ladies, I would love to hear from you. What is your biggest takeaway from this episode? Come and share on the She Thinks Big Facebook group page.

Get in touch with Erica:

https://www.myvillage.com/

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

Work with Geraldine:

Strategy Session

1:1 Coaching

VIP Day

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Miri Disney Faller of Back on Track Physical Therapy is a Physical Therapist who helps those with neck and low back pain, headaches and vertigo return to wellness.

Like many health and wellness practitioners, she sometimes finds it challenging to run the business side of things the way that she wants, so that the patients, the time and the finances all balance out. It gets even trickier in the summer when the usual calendar goes out the window.  

Today, we take some time to look ahead of summer and get real about putting plans into the calendar so that we can see what the implications are for various work schedule, so that she can decide what choices she has to make around how many patients she can see and when. We talk about what is the balance she can handle and find a compromise that she can live with.

One of the pieces I hope you'll listen for in this episode is how Miri has some reluctance to get specific. The temptation is to leave things loosey-goosey. But loosey-goosey often leaves the door open for negotiating with yourself at a later date, justifying choices that aren't aligned with what you want to create in your life and dropping out on your bigger vision.

In this episode I help Miri get really clear about the summer that she's trying to create and not let her slide where she wants to leave the crack open, all in service of enjoying both her work and her family time.

If you're looking for Miri because you have a headache, neck, low back pain or vertigo, you can find her on backontrackptmt.com.

And if you need some guidance planning out your summer, you can download a Prep Your Summer Calendar PDF from the link below.

Ladies, I would love to hear from you. What is your biggest takeaway from this episode? Come and share on the She Thinks Big Facebook group page.

Download PDF: Prep Your Summer Calendar

Back on Track Physical Therapy

Work with Geraldine:

Strategy Session

1:1 Coaching

VIP Day

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

In this episode, we’ll be talking about Key Performance Indicators or KPIs in your business, why measuring them is important, and how to think about which ones you should be measuring.

Most business owners I run into are not tracking much more than revenue, expenses, and net income. What we don’t realize is that sometimes, there’s information that’s hidden, and it’s really useful.

Imagine if all of a sudden you found extra money hanging out in your business. And extra time. How would that feel?

It’s important to know what to track and how often, and to have a system for tracking. And  most importantly, what decisions you’re going to make based on the information that you find. Because the real problem here is that you’re likely to be leaving opportunity in the form of money, profit and time on the table. And working harder than you need to be.

I want to teach you how to think about what you need to measure. I want to help you figure out what your own pain points are. And from there, figure out which KPIs to measure in order to help solve your pain points.

When we look at our numbers, when we start asking questions, and measure what’s working and what’s not, it becomes really clear how we can save time and not not work so hard, and make more money.

Download this PDF for some questions you need to ask to determine what KPIs you need to measure for your business.

Ladies, I would love to hear from you. What’s your biggest takeaway from this episode? Come and share in the She Thinks Big Facebook page.

Download PDF: Questions to Determine What KPIs to Measure

Work with Geraldine:

Strategy Session

1:1 Coaching

VIP Day

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Today, I’m talking to you about letting go of past mistakes that you've made in your business.

Running a business is simply a series of making mistakes, right? Until we find the things that work. And if we hold on to making mistakes we just drag them around. And it costs us time, energy and focus.

What is the thing that you're holding on to? What's keeping you from letting it go?

A lot of mistakes we're capable of simply just letting go and moving on. But we have certain mistakes that, for whatever reason, we just hold on to. And we can't seem to find a way to put it down and move on.

What we have today are some examples of the mistakes that we hold on to and drag around, some questions you might ask yourself when you notice yourself holding on and you want to let go.

I'll close out the episode with one of my favorite writings by Safire Rose called She Let Go.

Ladies, I would love to hear from you. What’s your biggest takeaway from this episode? Come and share in the She Thinks Big Facebook page.

She Let Go (Poem by Safire Rose) - https://safire-rose.com/books-and-media/poetry/she-let-go

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

When was the last time you explored your relationship with money?

Your Relationship with Money

Today’s episode is Part 1 of a multi-part series about your relationship with money.

In this episode, I'm going to talk about how you talk to the universe about money. Parts 2 and 3 will be about resenting money and unconditional love for money. Two episodes that might just blow your mind!

Sending Mixed Signals?

In today's episode I'll be talking about how you might be sending mixed signals to the universe when it comes to money. How the messages you send may be holding you back in your business. And what you can do to square up your signals.

There's a problem here: By not exploring your relationship with money, by hanging out with old, unhealthy behaviors around money, if you're not aligning your desires with your actions, you are sending mixed signals to the universe. And it is likely that you are leaving truckloads of income.

Creating A Relationship with Money

So how does one even begin to understand one's relationship with money? How do you even go about creating a relationship with money that you want to have? What if your relationship with money were to be really clean and healthy?

Download this PDF for some questions that you can ponder on about your money mindset.

Think about the ways that you might be sending mixed signals to the universe when it comes to money. And have a look at how the messages that you are sending might be holding you back in your business. Look at what you say you want and compare that to your behaviors. And start squaring up your signals.

Ladies, I want to know: What is one thing that you are going to start or stop doing? I would love to hear from you. Come and share on the She Thinks Big Facebook group page.

Download PDF: Money Questions

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Today’s guest is Anne Torrez of Tri It Your Way Coaching. She coaches triathletes who are ready take their performance to the next level.

If you’re wondering what actual coaching is like, here is a raw, barely edited session where neither of us is giving any mind to the possibility that this might be aired.

Anne wanted help fleshing out her thoughts around a possible talk that she wanted to deliver at a conference. We explore her topic idea, about mentally strong women. Why is it important to be mentally strong, particularly as women in the sport of triathlon?

Two things I want to point out from this episode:

First is the deep desire that so many of us have to support other women on their path to peak performance and how playing small can infiltrate so many areas of our lives. I love how Anne uses the sport of triathlon as a window into our own beliefs about what we are capable of accomplishing.

Second is that our conversation and subsequent piecing together of her thought leadership came from a tangent that my intuition wanted to take her on. Too often we ignore our own inner knowing, our own intuition. So if you’re drowning out your inner knowing with brainly logic, you might be missing out on accessing a place of deeper knowledge.

What are your main takeaways from this episode? I hope you’ll share on the She Thinks Big Facebook group page.

Connect With Anne:

Website: TriItYourWay.com

https://www.triityourway.com/

Email: [email protected]

Links about Neurons in Your Gut:

https://en.wikipedia.org/wiki/Enteric_nervous_system

https://www.psychologytoday.com/us/blog/the-fallible-mind/201701/the-pit-in-your-stomach-is-actually-your-second-brain

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Today’s guests are Lesley Von Eschen, PA - C, and Carol Bridges, MD, co-CEOs of CostCare.

CostCare is a state-of-the-art medical office in Missoula, Montana that aims to combat the inaccessibility and high cost of health care. It provides convenient, easy access to care, transparency and affordable pricing. CostCare began as a walk-in clinic, but has since expanded into family practice, with direct primary care, occupational medicine, and wellness.

We talk about how they got started, the struggles and challenges that they have faced along the way, and their vision for transforming the way healthcare is practiced as we know it.

Direct Primary Care Business Model in Healthcare

In today’s healthcare situation, there’s no free market competition in medicine because insurance companies dictate prices. There’s a lot more money in people getting sick than people getting healthy. Find out why the doctors believe that the direct primary care business model is going to be the solution for primary care in the US.

Their vision is to have a complete outpatient center under the Direct Primary Care model, where you have primary care, integrated behavioral health, physical therapy, a pharmacy, an endoscopy unit to have colonoscopies done, and extended urgent care.

What they need to make that vision happen is to have an investor who wants to make a point, who’s interested in making a statement and proving that this can be done.

Listen to the podcast and be inspired by how these courageous ladies fight everyday to make change to bring down the cost of healthcare.

What are your main takeaways from this episode? I hope you’ll share on the She Thinks Big Facebook group page.

Connect With CostCare:

Website: CostCare.com

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Today’s guest is Jodi Flynn of Women Taking the Lead podcast. We talk about about all things not good enough, which a lot of women are struggling with.

“I’m not a good enough mom/wife/business owner.” “I’m not smart enough.”

How do you overcome “I’m not good enough?”  You just have to be aware of it, see it for what it is. It’s your Inner Critic telling you you’re not good enough to do this or have this.

You don’t need others’ permission to move forward. The only person you need permission from is yourself. You have to give yourself permission to just be good enough.

Think of all the behaviors you display or the lack of actions you take because you don’t feel good enough to take them. What is this costing you in your life? What are all the things you’ve done or not done as a result of not feeling good enough?

Here’s our call to action for our listeners: Will you give yourself permission to believe that you are just good enough exactly as you are?

One of my main takeaways was to continue to be a keen observer of all the different slippery and clever ways that believing not enough plays out in my clients' lives and businesses.

Here are questions to help yourself when you’re caught in the line of I’m not good enough thinking:

1. What do I need to believe instead? Or what do I want to believe instead?
2. What if I believe the opposite of what I’m currently believing?
3. What would happen right now if I changed this line of thinking?
4. If I fully 100% believed in myself what would be different?
5. When you envision the person you want to be, the person that you’re becoming, imagine yourself getting really angered on who that person is, and ask her what does she believe about herself.
6. If you’re really stuck doubting yourself: List out 10 ways that you are exactly enough.
7. What in this moment will I choose to believe?

I’m curious to know what your main takeaways were and what you got out of this episode. I hope you’ll share on the She Thinks Big Facebook group page.

Lightning Strategy Sessions go up in price on May 1st. Lightning Strategy Sessions are great for solving 1 to 2 big problems that are in your way in your business. You can also clarify your priorities and create a plan that works for you. To know more, click on Strategy Session under the Work with Me tab on this website.

Email: [email protected] 

Website: Women Taking the Lead

Strategy Session

1:1 Coaching

VIP Day

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆