Many entrepreneurs dream of the big exit, but what if your business could pay you every month instead? 

That's right. You don’t have to wait for a big exit. You can start building wealth every single month with the profits you’re already making.

In this episode, Carla walks you through why waiting for a one-time payday is risky, how to stop reinvesting every dollar back into your business, and the four essential steps to finally pay yourself like a CEO.

Financial Clarity Key Points:

• Why waiting for a big exit is a risky
• The real reason you're not building personal wealth (yet)
• The 4 key profit buckets that power monthly wealth building
• Why owner pay, reserves, distributions, and investing work together
• How to set clear monthly profit goals and actually keep more of your money
• Your next steps if your business isn’t profitable yet
  
  

Subscribe now and let's start the journey toward a more profitable and peaceful business together. Visit WealthWorthWithin.com to learn more.

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Budgeting season typically falls at the end of the year, so it's the perfect time to start planning and the key is to develop a financial roadmap that outlines your revenue goals and expense management strategies. 

In this latest episode, Carla explores the transformative power of budgeting and its role in strategic financial planning. Whether you love it, hate it, or simply avoid it, understanding the importance of a budget is crucial for unlocking your business growth potential.

Tune in for insights on how to utilize a budget to analyze current data, set realistic revenue targets, and allocate resources effectively.

Financial Clarity Key Points:

• What “budgeting season” means and when to do it
• Why strategy comes first and numbers second
• How a budget becomes a permission slip, not a constraint
• How to set realistic revenue and expense targets
• The role of active budget management throughout the year

Ready to build a strategic financial plan? Book a discovery call with our fractional CFO team at WealthWorthWithin.com.

Mention:

EP. 09 How to Use Your Budget Like a GPS to Navigate Business Growth

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“Now ​is ​the ​perfect ​time ​to ​take ​back ​control ​of ​your ​tax ​situation, because ​the ​sooner ​that ​you ​start ​learning ​about ​money, ​wealth ​and ​tax ​building ​strategies, ​the ​better ​off you'll ​be. ​Your ​financial ​future ​is ​going ​to thank ​you ​so ​much. So ​much.” - Sonia Castelan

In this week's episode, Carla sits down with Sonia Castelan, a first-generation Latinx tax professional and founder of Castellan Tax Services. Together, they tackle the often-daunting topic of tax savings, debunking common myths and sharing actionable strategies to help entrepreneurs keep more money in their pockets, legally! From proactive tax planning to the importance of clean bookkeeping, this episode is packed with valuable insights to improve your financial standing and ensure you are not leaving money on the table. 

If you’re a business owner looking to maximize your profits and minimize your tax bill, tune in now.

Financial Clarity Key Points:

• The Importance of Profitability in Tax Planning
• Categorizing Expenses  and Avoiding Audits
• Proactive Tax Management Throughout the Year
• Making Smart Financial Moves Without Straining Cash Flow
• Resources for Ongoing Support and Consultation

Tax savings aren’t about spending more. We’ll help you invest strategically, protect cash flow, and pay only your fair share. Visit WealthWorthWithin.com to learn more on how to uplevel your books. 

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Business debt can be a powerful growth tool, but only if it’s managed with intention. 

In this episode, Carla shares how to create a repayment plan that works for your business, not against it. She’ll help you rethink how you use debt, build cash flow into your budget, and avoid common financial traps that keep business owners stuck in stress mode.

Whether you’re paying off a recent loan, planning for a big investment, or trying to recover from past debt decisions, this episode will walk you through how to use debt strategically and keep your business thriving. Press play to get started.

Financial Clarity Key Points:

• Create a debt payoff plan that protects your profit
• Use debt to strategically accelerate your business growth
• Avoid the biggest mistakes that derail business growth
• Build a healthy cashflow system that includes your debt repayments
• Feel confident taking on measured risk when it helps achieve your goals

Smart debt can be powerful. Bad debt is dangerous. With the right financial plan, you can turn obligations into opportunities. Start here. 

Mentioned:

EP. 11  How to Build Credit and Access Capital for Business Growth

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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. 

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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.

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Connect With James:

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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. 

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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.

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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. 

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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.

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