Getting Results with Dr. Jean

Dr. Jean, The Results Queen® and her special guest, Jody Grunden, discuss his unconventional journey in the accounting industry, starting with disliking audit work and transitioning to tax before ultimately embracing entrepreneurship. Jody Summit CPA Group with the goal of changing the perception of accounting, rejecting hourly billing in favor of a virtual CFO model. Jody faced initial skepticism about his remote service delivery approach, but persistence and innovative marketing helped him build momentum over 10 years. They discussed results-based work, fostering autonomy and culture in a distributed team, and Jody shared insights around selling the successful business he had built. Jody's experiences highlight the power of challenging industry norms and leveraging technology to scale a service-based firm in a new way. Dr. Jean and Jody emphasized the importance of having both a visionary leader and an integrator/executor to successfully grow a business.

Find Jody here:

Website: www.summitcpa.net 

Email: [email protected] 

Linked In: https://www.linkedin.com/in/jodygrunden/ 

Dr. Jean, The Results Queen® discusses the power of the mindset shift "Imagine if it was easy." This simple sentence can help overcome limiting self-beliefs and open up new possibilities for achieving desired results. Dr. Jean encourages listeners to try this approach and share their experiences.

Dr. Jean, The Results Queen® and her special guest,  Katie Smith, an expert marketing strategist discuss the benefits of a Fractional CMO. Katie shares her circuitous journey from environmental science and outdoor guiding to discovering a passion for marketing and connection. Dr. Jean and Katie discuss Katie's role as a fractional Chief Marketing Officer helping small, growing companies build efficient, goal-oriented marketing strategies. They emphasize the importance of deeply understanding customer needs and aligning marketing with overall business objectives - a philosophy that has driven 800% revenue growth for one of Katie's manufacturing clients on just a 3% marketing budget. The conversation highlights the belief in the power of metrics to tell the story of what's working in marketing and business growth. Dr. Jean and Katie share actionable steps for listeners to evaluate their goals, research their customers, and implement data-driven marketing approaches.

Find Katie here:

Website: https://followthewildpath.com/ 

Linked In: https://www.linkedin.com/in/katiesmithwildpath/ 

Dr. Jean, The Results Queen® discusses the difference between being busy and getting results. She encourages listeners to identify their daily activities as either busy or results-oriented, and to focus on the difficult tasks that will actually drive the desired results, rather than just staying busy with less impactful work. If you want results, then listen to Dr. Jean, The Results Queen®

Dr. Jean, The Results Queen® discusses the common business challenge of having the wrong person in the wrong seat. Dr. Jean provides solutions, including letting underperforming employees go, moving them to a better-suited role, or "loving them out the door" Dr. Jean shares that the key is addressing this issue proactively to enable business growth. 

Dr. Jean, The Results Queen® and her special guest, Paul Mass, discuss his unique entrepreneurial journey and approach to business. Paul shares how a chance encounter led him to the financial industry, despite initially wanting to be an accountant. Paul shared how an entrepreneurial mindset and a drive to control his own destiny motivated him to build a successful practice over the past 28 years. Dr. Jean and Paul discuss the importance of having a business mindset, and they emphasized the importance of honesty, transparency, and creating a safe environment for employees. They also discussed the challenges of maintaining work-life balance, with Paul reflecting on past challenges with work/life balance. Dr. Jean and Paul share the keys to entrepreneurial success while prioritizing personal relationships and financial planning. 

Find Paul here:

Website: https://www.clearviewfsllc.com/ 

Linked In: https://www.linkedin.com/in/paul-mass-a448159/ 

Dr. Jean, The Results Queen® and her special guest Brendan Dodge, A Senior Account Manager at VC3. Brendan shares his remarkable journey, from growing up across multiple countries to transitioning from collegiate basketball to a successful sales career. Dr. Jean and Brendan discuss the parallels between recruiting players and prospecting in sales, underscoring the importance of building genuine relationships and understanding client needs. Brendan shares how his diverse experiences, including living abroad, have shaped his adaptable and empathetic sales approach. Brendan also provides insights into the benefits of working for a company that operates on the EOS® model, highlighting the transparency and collaborative culture. Notably, Brendan advocates for embracing discomfort and challenges as pathways to personal and professional growth. They encourage listeners to seek out mentorship, invest in their development, and leverage their networks to deliver exceptional results. Brendan's story inspires a mindset of resilience, relationship-building, and a willingness to step outside one's comfort zone to achieve results.

Find Brendan here:

Website: https://www.vc3.com/ 

Linked In: https://www.linkedin.com/in/brendan-dodge-62209184/ 

Dr. Jean, The Results Queen® features her special guest, Kyle Smith, an accountant who aims to be more than just a compliance provider. They discussed his unconventional journey from professional poker player to finance CFO, with the goal of helping businesses grow and succeed. Emphasizing the importance of accountants providing value beyond just the numbers, and becoming a strategic partner that can drive ROI. The discuss Key financial metrics like revenue, gross profit, net income, and cash flow are highlighted as critical KPIs that business owners should track regularly. They also cover the benefits of having a fractional CFO, especially for rapidly growing companies. The episode challenges accountants to shift their mindset from being a cost center to an investment that can significantly impact a business's success.

Find Kyle here:

Website: www.stratacloudaccountants.com/gettingresults  

Linked In: https://www.linkedin.com/in/kyle-smith-cpa-9582038a/ 

Dr. Jean, The Results Queen welcomes her special guest, Laura Renner, the founder of Freedom Makers. Laura discusses how her company pairs military spouses with solopreneurs and small businesses as virtual assistants. The flexibility and adaptability of military spouses make them ideal for tasks requiring consistency, like social media, email, and CRM management. They emphasize the importance of clear communication and structure when working with remote assistants. Laura also highlights the trust-building process, as business owners may be hesitant to delegate tasks at first. Dr. Jean and Laura discuss the benefits of military spouse virtual assistants, including their research, organization, and process-driven skills. Laura advises listeners to make a list of tasks they struggle to complete and consider how a virtual assistant could help. They showcase how virtual assistants, especially those with a military background, can support the needs of small businesses.

Find Laura here:

Website: www.freedom-makers.com

Linked In: https://www.linkedin.com/in/laurarenner/ 

Dr. Jean, The Results Queen® and her special guest, Laura Nash discuss Laura's journey from working at a skateboard park as a teenager to becoming a financial advisor. A key theme is the importance of business owners not neglecting their personal finances while focusing on their business. They emphasize the need to plan for the future, including unexpected events, and to prioritize financial goals like college savings and retirement over short-term spending. The episode also highlights the value of couples having regular "money dates" to discuss budgets, spending, and financial goals. Dr. Jean and Laura provide advice centered around setting short, mid, and long-term financial goals, investing accordingly, and consulting a financial advisor who aligns with your values to get ongoing guidance and support in achieving your financial objectives.

Find Laura here:

Website: https://westfinancial.com/ 

Linked In: https://www.linkedin.com/in/lauranashcfp/