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Chris Thomas, owner and fractional CFO of Blue Oak Consulting, joins Angi Burns for a conversation about what a fractional CFO actually does and how small business owners can get a clearer handle on their finances. Chris explains that he is not a CPA or a bookkeeper, but a strategic partner who manages the finance function and helps owners decide where they want their company to go. After a corporate career in manufacturing and industrial companies and a layoff, he started Blue Oak Consulting to help small businesses avoid the cash flow problems that close so many of them within two years. He works with companies in the $1 million to $25 million revenue range, with a focus on industrial manufacturing and trade businesses, and gets embedded with the leadership team. Chris also shares how he leads bank and line of credit efforts through small and mid-sized relationship banks, and why he has only adjusted his rates once.
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๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes:
"You don't know what you don't know until you don't know."
"I wanted to put a dent in the small business world, a positive one."
"Small businesses cannot afford a C-suite, and this is where the fractional part comes in."
๐ About Blue Oak Consulting:
Blue Oak Consulting is a fractional CFO practice owned by Chris Thomas that helps small and mid-sized businesses manage their finance function and plan for growth. Rather than acting as a CPA, Chris oversees accounting and bookkeeping from an overall perspective and focuses on cash flow management, profitability, and financial strategy.
Chris draws on a corporate career in the manufacturing and industrial space and works best with industrial manufacturing and trade companies earning roughly $1 million to $25 million in revenue. He typically becomes part of the leadership team, leading efforts such as securing loans or lines of credit with small and mid-sized, relationship-driven banks, and working alongside business coaches, bankers, accountants, and bookkeepers.
Email: [email protected]
Website: blueoakconsulting.net
Connect with Chris on LinkedIn: LinkedIn (search Chris Thomas, Blue Oak Consulting)
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/swdentoncounty | @dentoncitylifestyle
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Podcast services provided by The Podcast Trailer
https://thepodcasttrailer.com
Evelyn Kershaw, owner of Evelyn Kershaw Salon in Plano, joins Angi Burns for a conversation about growing up in a family of hairdressers and building a salon known as a high end salon without the attitude. A second generation hairdresser whose mother worked behind the chair for 52 years, Evelyn now works alongside her daughter, a third generation stylist. She shares how the salon went from a hybrid commission and rental model to a focused hair salon with a hands-on mentorship program for new stylists. Evelyn talks about the salon's specialties in color, curly hair, and hair extensions, and why healthy hair always comes first. She also tells how her team gives back each year by volunteering haircuts for kids heading back to school with Local Good.
๐ Perfect For:
๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes:
"I am a second generation hairdresser. My mother was a hairdresser for 52 years."
"High end salon without the attitude. That's exactly who I want us to be."
"I don't feel like I needed to dress up to go to the salon. I can come in and be casual and comfortable and authentically myself."
"I can give you an amazing haircut, but if you don't have the time to style it yourself, that matters."
๐ About Evelyn Kershaw Salon:
Evelyn Kershaw Salon is a full-service hair salon in Plano at Parker and Preston, in the heart of Old Plano. The salon has been at the same location for 21 years and spans about 3,000 square feet with room for 12 stylists at individual stations.
The team is known for color, curly hair cuts and styling, hair extensions, blowouts, updos, and on-location wedding and event styling. Evelyn keeps the salon at a size where she can stay hands-on with training, and the mentorship program brings stylists in right out of school and trains them through a transparent level system.
The salon is described as a high end salon without the attitude, where clients can feel welcome and comfortable. Several families have been coming in for three or four generations.
Giving back is part of the culture. Each year the team volunteers with Local Good, giving haircuts to children preparing for back to school, and this past year they completed 83 haircuts in about five hours.
Website: evelynkershawsalon.com
Learn More About Evelyn & Take the Hair Longevity Quiz: evelynkershawinc.com
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by The Podcast Trailer
https://thepodcasttrailer.com
Julie Barlow, business broker with Transworld Business Advisors, joins Angi Burns for an on-site conversation about the art and strategy of buying and selling small businesses. With three years as a broker, prior experience owning three brick-and-mortar businesses, and 20 years in real estate, Julie shares how she acts as a "professional matchmaker" for main street businesses, helping owners uncover hidden value, prepare a smart exit, and connect buyers with the right opportunity.
๐ Perfect For:
๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes: "I often call it professional matchmaking for businesses because a lot of times, there's not a perfect ideal buyer for every business." "Before you make the decision to close your doors, come talk to me because your business may have value that you're unaware of." "If you wanna sell in the next year, you need to talk to me now."
๐ About Transworld Business Advisors: Transworld Business Advisors specializes in helping people buy and sell main street and small businesses, acting as the intermediary who brings buyers and sellers together and handles the entire transaction, from valuation to closing.
Email: [email protected] Phone: (817) 556-7534 Website: CityLifestyle.com (Rockwall publication)
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/allentx | @allencitylifestyle
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by HappyBox Productions
hpybx.com
Bryna Talamantez, therapist and play therapist at Talamantez Therapy, joins Angi Burns in her colorful, toy-filled office to talk about the award-winning feature editorial she wrote for the Plano publication: "ADHD is More Than Just Fidgeting." Bryna dives into the three types of ADHD, why so many kids (especially girls) get missed, how play becomes a child's language, and the practical tools parents can use to help their kids regulate and thrive.
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๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes: "Toys are kids words and play is their language." "ADHD at the root is an emotional regulation situation." "Our fidgets and things are here to be tools to just help us navigate the bigger world."
๐ About Talamantez Therapy: Talamantez Therapy offers play therapy and counseling for kids ages 2 and up, teenagers, and adults, specializing in grief, ADHD, and anxiety. The practice also provides educational services with a certified academic language therapist candidate supporting kids with dyslexia and reading comprehension struggles.
Website: talamanteztherapy.com
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/allentx | @allencitylifestyle
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by HappyBox Productions
hpybx.com
Mary Jones, Owner/Broker of Mary Jones Real Estate, joins Angi Burns to talk all things Rockwall County real estate. Mary shares her journey from accounting and retirement into building her own boutique brokerage, and why Rockwall's small-town charm, exceptional schools, and lakeside lifestyle are drawing families east of the bridge.
๐ Perfect For:
๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes: "Everybody's just a little more calm, relaxed, personable." "I don't leave the island very often." "You have to be able to pivot. You have to be able to go with the flow and you have to keep yourself educated."
๐ About Mary Jones Real Estate: A boutique Rockwall-based brokerage specializing in Rockwall, Heath, Fate, and Royse City โ serving first-time home buyers, veterans, sellers, and custom build clients with personalized service and trusted local expertise.
Email: [email protected]
Phone: 214-707-0308
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/allentx | @allencitylifestyle
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by HappyBox Productions
hpybx.com
Kris Wise, expert realtor and leader of The Wise Advantage Group in Flower Mound, joins Angi Burns to break down today's "schizophrenic" real estate market. With 24 years of experience and a background as a self-described "phone accountant," Kris shares how she built a data-driven business in the land between the lakes, what really happened with the 2024 commission changes, and the tips every buyer and seller needs to know before making a move.
๐ Perfect For:
๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes: "So I always came from contribution, which is let me help you before I ever ask for any business to come my way." "Hope is not a strategy." "Do not do improvements before you've met with a realtor."
๐ About The Wise Advantage Group: A Flower Mound-based real estate team led by Kris Wise, specializing in the land between the lakes โ Lake Grapevine to Lake Lewisville โ with a culture of excellence, data-driven strategy, and a deep network of trusted tradespeople. The team provides free comps, consultations, and a "should I remodel or move?" service for homeowners.
Website: meetwithchris.com
Comps: www.compsbywise.com
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/allentx | @allencitylifestyle
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by HappyBox Productions
hpybx.com
Mollie Hancock, co-owner of Elephant Trunk Moving Supplies, joins Angi Burns alongside her husband and business partner John Hancock to share the story behind DFW's original reusable moving box company. From a pickup truck mishap that scattered boxes across the highway to becoming Plano's 2024 Small Business of the Year, Mollie and John talk sustainability, community giving, and how their elephant-branded boxes have kept hundreds of thousands of cardboard boxes out of landfills.
๐ Perfect For:
๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes: "I've always believed from the very beginning that small businesses give community character." "The more you give, the more you get." "When you start a business, you don't know what you don't know."
๐ About Elephant Trunk Moving Supplies: DFW's original reusable moving supply company, offering rentable plastic moving boxes, dish containers, and stemware boxes that save time, money, and the environment. Family-owned since 2015 and proud 2024 City of Plano Small Business of the Year.
Website: elephanttrunk.net
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/allentx | @allencitylifestyle
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by HappyBox Productions
hpybx.com
Angela McIntyre, Director of HR Solutions, and Aimee Pecina, Associate Director of Talent Solutions at Bright HR Solutions, LLC, join Angi Burns to break down the world of HR for small business owners. Covering recruiting, onboarding, payroll, employee handbooks, and training, Angela and Aimee share how their fractional HR team functions as an in-house extension for the companies they serve, helping owners stay compliant, build strong cultures, and find the right people for the long haul.
๐ Perfect For:
๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes: "I feel like you can train anybody to be great, but you can't train someone to be good." "Our goal is to call us when you need us, but it's gonna be like a four-year in-house HR team." "The biggest thing with terminations is consistency."
๐ About Bright HR Solutions, LLC: Bright HR Solutions is a fractional HR firm built on three pillars โ HR compliance, recruiting, and payroll. Serving as an extension of their clients' teams, Bright HR helps small businesses with employee handbooks, policy building, employee relations, talent acquisition, onboarding, training and development, and full-service payroll processing including W-2s, 1099s, and quarterly filings.
Email: [email protected]
LinkedIn: /bright-hr-solutions-llc
Phone: 972-410-6610
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/allentx | @allencitylifestyle
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by HappyBox Productions
hpybx.com
Carey Lynn Zarate, owner and creative force behind Artistic Endeavors by Carey Lynn, joins Angi Burns alongside her store manager Victoria and team member Alex to share the story behind one of the most unique makerspaces in the DFW area. From custom apparel and engraved cigar cases to senior overalls and big heads, Carey Lynn and her team talk about how they bring any creative idea to life โ and why no two projects are ever the same.
๐ Perfect For:
๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes: "The bad thing about being a creative is I can't do all the things." "People don't know what they don't know." "I'm not going to put a t-shirt out there that's scratchy."
๐ About Artistic Endeavors by Carey Lynn: A one-of-a-kind creative makerspace in Fairview Town Center offering custom apparel, embroidery, engraving, sublimation, sentimental keepsakes, spirit wear, event services, and hands-on workshops โ all under one roof.
Location: Fairview Town Center (next to Rocky Creek Candle)
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/allentx | @allencitylifestyle
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by HappyBox Productions
hpybx.com
Bobby Gladu, owner of Texas Artisan Group, joins Angi Burns to talk about building a business rooted in craftsmanship, service, and community. From artisan granite and masonry work to outdoor kitchens, historic restorations, and volunteer dive team leadership, Bobby shares how his company serves both homes and large commercial projects across North Texas.
๐ Perfect For:
๐ What You'll Learn in This Episode:
๐ฌ Memorable Quotes: "I really try to do everything we do upscale." "We are a turnkey facility. So you start with us and finish with us." "The Bible says to love your neighbor as yourself, so I feel like giving back is something we should all do."
๐ About Texas Artisan Group: A North Texas construction and remodeling company offering artisan granite, masonry, stucco, restoration, and outdoor living solutions for residential and commercial clients.
LinkedIn: @texas-artisan-group
Phone: (972) 272-7200
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City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities.
While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities.
https://citylifestyle.com/allentx | @allencitylifestyle
https://citylifestyle.com/plano | @planocitylifestyle
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Podcast services provided by HappyBox Productions
hpybx.com
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