Most business owners wait until they need funding to start preparing and by then, it’s often too late. That’s why Carla’s breaking down the real building blocks of bankability: profitability, consistency, and clean books. She’ll walk you through how to position your business as a credible borrower, how to start building business credit (even if you're small), and why paying yourself is non-negotiable. 

Your business can’t grow without capital and capital won’t come without positive credit history. Tune in for insights on how to build credit, become bankable, and position your business for long-term success. 

Financial Clarity Key Points:

• What it really means to be bankable 
• Why your business must pay you first and what lenders are looking for
• The essential financial statements you need to show a bank
• Why business credit is different from personal credit and how to build it
• When debt is leverage and when it’s just liability
• Real reasons entrepreneurs get denied for loans and how to avoid it

Want more financial strategy? Subscribe to this podcast and visit WealthWorthWithin.com to get started. 

Connect With Carla:

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In our latest episode, Carla is joined by James Childress, a seasoned CPA specializing in mental health practices. 

Throughout the episode, Carla and James underline the significance of data-driven decision-making. They advocate for regular financial reviews and performance tracking to identify areas for improvement. This proactive approach not only helps practices stay on track, but also empowers owners to make strategic adjustments as needed.

Tune in to gain clarity on the importance of separating cash flow from profitability, the risks of over-hiring, and how to diversify your insurance carriers for greater stability.

Financial Clarity Key Points:

• Introduction to James Childress and his journey into serving mental health industry
• The Profit First method: Benefits and limitations
• Analyzing profitability and marketing strategies
• The role of experienced CFOs in guiding business owners

Your group practice deserves profit, not guesswork. Get the clarity you need to grow with confidence. Book your free CFO consultation.

Connect With Carla:

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Connect With James:

Website | YouTube | LinkedIn

Budgeting is not just about restriction; it’s a GPS for your business, helping you navigate potential pitfalls and allowing for intentional spending that aligns with your strategic objectives.

In this episode, Carla is discussing how ​to ​budget ​in ​your ​business ​and why ​it's ​important ​to ​make ​sure ​you're ​paying ​attention ​to ​your ​budget ​every ​month. 

Tune in to learn how to develop a budget that empowers your business and sets you up for success.

Financial Clarity Key Points:

• Why a Budget is Essential
• Monitoring and Adjusting Your Budget
• Anticipating Growth Opportunities
• Tracking Financial Data
• Quarterly Reviews and Reforecasting

Subscribe to this podcast and visit WealthWorthWithin.com to learn more on how to uplevel your books. We offer professional bookkeeping services with in-depth accounting knowledge and an experienced team of bookkeepers. 

Connect With Carla:

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Clean financial records are essential for tax season because they save time, reduce stress, and protect your peace of mind. 

If you want to avoid tax headaches, check out this week's episode with Carla and tax expert, LuSundra Everett EA who emphasizes that bookkeeping is not just about categorizing expenses; it’s about ensuring that your business operates smoothly and stays compliant with tax regulations. 

This proactive approach not only saves you time, but also allows you to make informed data-driven decisions. 

Financial Clarity Key Points:

• Strategies to maintain accurate financial records
• Identifying bookkeeping issues before tax filling time
• Filing tax extensions when books are not in order
• Preventing fraud through consistent bookkeeping

Tune in to gain insights on understanding why maintaining clean books is essential for your business's success and how to find the right support team to help you navigate your financial journey.

Loved this episode? Leave a rating or review on Apple Podcasts and share this episode with a fellow CEO. And make sure you’re subscribed for weekly strategies on building a more profitable, scalable business without burning out.

Connect With Carla:

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Connect With LuSundra:

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In this episode, Carla explores the crucial topic of diversifying your business income streams with a focus on reducing risk and increasing revenue. She shares the why, when, and how of diversifying your revenue streams without overcomplicating your business model or sabotaging what’s already working.

Join in to learn how to identify income stream risk, avoid the “revenue roller coaster,” and expand your income potential by creating smarter, more resilient financial systems.

Financial Clarity Key Points:

• Why over-reliance on one revenue stream is one of the riskiest blind spots
• The 4 types of income stream diversification: model, delivery, client type, geography, etc
• Smart ways to add recurring revenue or productize services
• What to consider before launching a new offer (including timing, capacity, and margins)
• How a fractional CFO helps business owners assess, forecast, and optimize income strategy

Loved this episode? Leave a rating or review on Apple Podcasts and share this episode with a fellow founder who needs a revenue reality check. And make sure you’re subscribed for weekly strategies on building a more profitable, scalable business without burning out. 

Connect With Carla:

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If you find yourself living paycheck to paycheck, constantly worrying about covering expenses, and unsure how to manage your cash flow, this episode is for you.

First, know that you’re not alone and you’re not failing. But if you want to lead your business effectively, it is your responsibility as a CEO to confront the root causes of chronic cash stress. With the right tools, you can stop reacting and start leading your business from a place of confidence and clarity. 

In this episode, Carla breaks down the systems, habits, and mindset shifts you need to finally break free from the cash crunch cycle. Tune in to learn how to spot the warning signs, identify hidden cash flow leaks, and implement strategies used by thriving businesses to stay ahead of their finances.

Financial Clarity Key Points:

• How to know if your business is living paycheck to paycheck
• Why increasing revenue doesn’t automatically fix cash problems
• 5 hidden causes of cash crunch cycles (and how to fix them)
• How to build a 2–3 month cash buffer starting now
• Why it's time to treat your cash flow forecast as a leadership tool, not a chore

Want more help building your cash flow forecast? Subscribe to this podcast and visit WealthWorthWithin.com to get fractional CFO support.

Connect With Carla:

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Do you ever avoid looking at your business finances even when you know you should? You're not alone. In this episode of CEO Financial Clarity Corner, Carla’s getting real about the seven most common financial myths that keep business owners stuck, stressed, and in the dark about their numbers.

Join in as Carla unpacks the beliefs that block growth from “I’m not good with numbers” to “my bookkeeper has it handled” and shares simple, empowering strategies to help you lead your business with clarity and confidence.

Financial Clarity Key Points:

• The 7 most common financial myths holding CEOs back
• Why “winging it” is not a business strategy
• How to know your numbers even if you hate spreadsheets
• 4 key numbers every CEO must know (and how to track them)

You don’t need to be a numbers expert, but you do need clarity, consistency, and the right support. Schedule a free 20-min CFO strategy call and subscribe to CEO Financial Clarity Corner Newsletter.

Mentioned:

Check out the “I Got My P&L. Now What?” Workshop. This workshop covers how to read and interpret P&L reports, identify potential issues, and use financial data to guide strategic choices. 

Connect With Carla:

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In this episode, Carla dives into how business owners can align their company’s profits with their personal wealth goals. 

From separating business and personal finances to defining the true role of profit, Carla shares essential strategies to help CEOs fund their life dreams while building a financially stable company. 

CEO Financial Clarity Key Points:

• Why treating your business as an ATM sabotages long-term growth
• How to pay yourself consistently and build business reserves?
• Using business profit to close the wealth gap and fund lifestyle goals
• The critical mindset shift from revenue-focused to profit-driven

Want money mindset + strategic financial support? Subscribe to this podcast and visit WealthWorthWithin.com to get started.

Connect With Carla:

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What does a Chief Financial Officer (CFO) *actually* do to grow your business? 

In this episode, Carla breaks down the essential role of a CFO in helping CEOs plan proactively, make data-informed decisions, and scale sustainably. Discover why every Fortune 500 company has a CFO and why your small business might be ready for one too.

CEO Financial Clarity Key Points:

• When to bring in a CFO and what kind of support to expect?
• How CFOs help plan hiring, revenue growth, and cash flow?
• Red flags that your current financial team may not be meeting your financial support needs
• The difference between cookie-cutter advice and tailored strategic guidance

Ready to level up your financial strategy? Subscribe to this podcast and visit WealthWorthWithin.com to get started.

Connect With Carla:

 Website | Instagram | LinkedIn | Facebook

If your books are messy, your decisions will be too. In this episode, Carla Fractional CFO explains why clean, consistent bookkeeping is a non-negotiable for any CEO serious about growing their business. 

Learn how to avoid tax-time headaches, spot financial leaks, review your numbers monthly, and decide when you’ve outgrown your current bookkeeper support. 

Financial Clarity Key Points:

• Why cheap bookkeeping can cost you big in the long run
• Common errors in revenue and payroll tracking
• The role of accurate data in financial decision-making
• Knowing when it’s time to upgrade your financial team

Subscribe to this podcast and visit WealthWorthWithin.com to learn more on how to uplevel your books. We offer professional bookkeeping services with in-depth accounting knowledge and an experienced team of bookkeepers. 

Connect With Carla:

Website | Instagram | LinkedIn | Facebook