Marketing Happy Hour Podcast

Money, Mindset, and Saying No


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We share three blunt lessons from 13 years of entrepreneurship: hire financial pros early, stop assuming every prospect is a yes, and set boundaries on volunteering so your time fuels growth. Expect candid stories, hard numbers, and practical steps you can use now.

• hiring a CPA and bookkeeper to fix messy books and guide tax strategy
• moving from DIY finances to quarterly reviews and profit focus
• treating every prospect as earned, not assumed
• asking “why no?” to gather pricing, timing, and fit feedback
• refining offers, proof, and energy to improve close rates
• auditing time to expose the cost of over-volunteering
• choosing causes with aligned impact and clear boundaries
• protecting calendar blocks for selling, delivery, and rest

If you need any recommendations, I will definitely send you my guy's number. Both of them, my CPA and my bookkeeper


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Marketing Happy Hour PodcastBy Shelby McFarland