260: CFO2GO Success Story 

With me today is Kate Wood of Worth Preserving. Kate partners with property owners, designers, architects, trades, and others to rescue, rehabilitate, and determine what is worth preserving in historic homes and buildings. Recently, Kate completed my CFO2GO program, and the results that she has had in just a few short months have been astounding. In this episode, we're going to talk to Kate to understand a little of her journey to reclaim the love she has for her work, to be able to make money doing it, and to have the ability to make magic as she works with her clients every day.

Topics Mentioned:

• Loss Leaders

• Financial Planning

• Shifted Orientation

• Practice of Financials

 

Key Thoughts: 

• It is the merging, that intersection between the strategy and the plan and who I am and what I'm trying to do and how I'm going to price it and how I'm going to manage the money and how I'm going to run it through my company. That intersection is where the magic happens for the business owner and for the business as a whole.  Michele Williams 

   

• I go back to my final report and I am in Metrique every month putting in my numbers and making adjustments. Kate Wood 

   

• Thinking about our financials as a practice gives us the ability to continually practice getting them and keeping them in alignment with all the things that we're doing. Michele Williams 

   

• It is a constant tweaking and evolution and I'm just excited about the business now because I do think of it as a business that has value and not just to me, but to other people. Kate Wood  

Contact Michele:

• Email: [email protected]

• Facebook: Scarlet Thread Consulting

• Instagram: @ScarletThreadATL

• Website: ScarletThreadConsulting.com

• LinkedIn: Michele Williams

Contact Kate:

• Website: Worth Preserving

• Instagram: @worthpreserving

• Email: [email protected] 

• YouTube: @KateWoodWorthPreserving

References and Resources:

• CFO2GO

• Work with Me

• Metrique Solutions

• Worth Preserving: Weekly Newsletter and Free Download for Interior Designer

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