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Today on MyFinJourney, we are joined by Kelly Roars, CPA, strategist, and co-host of the podcast From Zero to Millions.
Kelly’s story is not your typical saf career path. She was a rising star recognized as one of the Top 50 Women in Business on Long Island and named to the 40 Under 40 list. On paper she had it all a stable six figure salary, security and a predictable future.But during COVID with a newborn at home, she made a decision that most people would call crazy. She walked away from her job with zero clients and no guaranteed income. Fast forward just a few years Kelly now runs her own thriving firm with 6 staff is on track for $1M+ in sales and has built her brand almost entirely on the back of LinkedIn.
How to turn LinkedIn into consistent referrals without ads
When a HELOC makes sense vs an SBA loan
The refund trap and why aiming for near zero beats big refunds
Cash flow habits for service businesses that hate surprises
Boundaries, firing bad clients, and pricing with confidence
Delegation that scales quality and buys back time
The mindset ladder she used to go from dropout to 40 Under 40
Episode Chapters:
(00:00) Introduction to Kelly Roars
(01:02) Kelly's Early Career and Entrepreneurial Spirit
(02:00) Starting Her Own Business During COVID
(02:46) Building a Business and Overcoming Challenges
(05:32) The Power of Social Media in Business
(12:38) Financial Strategies and Risk Management
(16:35) Investing and Diversification
(17:38) Lifestyle Changes and Personal Growth
(18:13) Balancing Work and Family Life
(19:45) The Importance of Delegation
(20:51) Setting Boundaries and Managing Deadlines
(21:30) Parenting and Professional Growth
(23:01) Financial Literacy for Clients
(25:52) Common Client Concerns
(33:04) Advice for Personal Financial Management
(34:39) Getting in Touch with Kelly Rohrs
LinkedIn: https://www.linkedin.com/in/kellyrohrs/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/mustafa-ladha/
YouTube: https://www.youtube.com/@my.finjourney
Spotify: https://open.spotify.com/show/5UmpEcnU2Z0UxxDuvenmNx
Apple Podcasts: https://podcasts.apple.com/us/podcast/myfinjourney/id1815511353
If you’ve ever feared running out of money in retirement, or wondered why hard work isn’t translating into wealth. This episode will change how you think about money forever.
⚡ Don’t wait until it’s too late. Invest in yourself NOW.
👉 Subscribe to MyFinJourney for weekly conversations that uncover the money traps keeping people stuck. Drop a 5 star review, and share this with someone who wants financial freedom but doesn’t know the hidden risks.
By Mustafa LadhaToday on MyFinJourney, we are joined by Kelly Roars, CPA, strategist, and co-host of the podcast From Zero to Millions.
Kelly’s story is not your typical saf career path. She was a rising star recognized as one of the Top 50 Women in Business on Long Island and named to the 40 Under 40 list. On paper she had it all a stable six figure salary, security and a predictable future.But during COVID with a newborn at home, she made a decision that most people would call crazy. She walked away from her job with zero clients and no guaranteed income. Fast forward just a few years Kelly now runs her own thriving firm with 6 staff is on track for $1M+ in sales and has built her brand almost entirely on the back of LinkedIn.
How to turn LinkedIn into consistent referrals without ads
When a HELOC makes sense vs an SBA loan
The refund trap and why aiming for near zero beats big refunds
Cash flow habits for service businesses that hate surprises
Boundaries, firing bad clients, and pricing with confidence
Delegation that scales quality and buys back time
The mindset ladder she used to go from dropout to 40 Under 40
Episode Chapters:
(00:00) Introduction to Kelly Roars
(01:02) Kelly's Early Career and Entrepreneurial Spirit
(02:00) Starting Her Own Business During COVID
(02:46) Building a Business and Overcoming Challenges
(05:32) The Power of Social Media in Business
(12:38) Financial Strategies and Risk Management
(16:35) Investing and Diversification
(17:38) Lifestyle Changes and Personal Growth
(18:13) Balancing Work and Family Life
(19:45) The Importance of Delegation
(20:51) Setting Boundaries and Managing Deadlines
(21:30) Parenting and Professional Growth
(23:01) Financial Literacy for Clients
(25:52) Common Client Concerns
(33:04) Advice for Personal Financial Management
(34:39) Getting in Touch with Kelly Rohrs
LinkedIn: https://www.linkedin.com/in/kellyrohrs/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/mustafa-ladha/
YouTube: https://www.youtube.com/@my.finjourney
Spotify: https://open.spotify.com/show/5UmpEcnU2Z0UxxDuvenmNx
Apple Podcasts: https://podcasts.apple.com/us/podcast/myfinjourney/id1815511353
If you’ve ever feared running out of money in retirement, or wondered why hard work isn’t translating into wealth. This episode will change how you think about money forever.
⚡ Don’t wait until it’s too late. Invest in yourself NOW.
👉 Subscribe to MyFinJourney for weekly conversations that uncover the money traps keeping people stuck. Drop a 5 star review, and share this with someone who wants financial freedom but doesn’t know the hidden risks.