Stuck 2 Scaling: The $1 Million Journey

Stuck 2 Scaling: The $1 Million Journey

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Stuck 2 Scaling: The $1 Million Journey episodes

  • Now What? Life After Scaling.

    Show Notes: Episode 9 – Now What? Life After Scaling
    Host: Sharrin Fuller, Founder of Glass Wallet Ventures
    Guest: Dr. Jackie Meyer, CPA, Founder of TaxPlanIQ

    Episode Summary:
    You’ve spent years hustling, scaling, and chasing those million-dollar milestones—but what happens after you hit them? Success doesn’t come with a roadmap, and for many entrepreneurs, the “now what?” moment can trigger a full-blown identity crisis.

    In this raw and insightful episode, Sharrin sits down with Dr. Jackie Meyer—a powerhouse CPA, SaaS founder, and business coach—to talk about the emotional, strategic, and operational shifts that come after growth. From reinventing yourself as a leader to finding fulfillment beyond the grind, this conversation will shake up how you think about your next chapter.

    Together, they unpack:

    • Why hitting big milestones can leave you feeling lost instead of accomplished
    • How to redefine success after the scale-up phase
    • The mental and emotional adjustments every founder faces post-growth
    • How Jackie transformed her firm and launched a SaaS company to add real client value
    • Why evolving as a leader is just as important as growing revenue
    • Why You Should Listen: If you’ve ever wondered why the thrill of achievement fades—or what it really takes to thrive after scaling—this episode is your blueprint for building a business and a life you actually love.

      Favorite Quote: “Success doesn’t come with a roadmap—you have to create the next chapter yourself.” – Sharrin Fuller

      Mentioned in This Episode:

      • Dr. Jackie Meyer – TaxPlanIQ
      • Strategies for post-scale business growth and leadership evolution
      • Finding fulfillment beyond revenue and headcount
      • 34 min
      • Build a Legacy, Not Just a Business

        Show Notes: Episode 11 - Build a Legacy, Not Just a Business

        Host: Sharrin Fuller, Founder of Glass Wallet Ventures 

        Guest: Nancy McClelland, CPA & Founder of The Dancing Accountant

        Summary: Numbers are important, but your real legacy isn’t just about balance sheets and tax returns—it’s about the impact you leave behind. In this episode, Sharrin sits down with Nancy McClelland, famously known as The Dancing Accountant, to talk about creating a business that reflects your values, nurtures relationships, and makes a lasting mark on your clients and community. From rehoming clients who aren’t aligned, to weaving personal passions into your brand, Nancy shares her journey of turning accounting into a mission-driven career that’s as meaningful as it is profitable.

        Together, they unpack:

        • Why defining your “why” is the first step to building a legacy How aligning your business with your values creates long-term fulfillment
        • Why firing or “re-homing” misaligned clients is healthy for growth
        • The power of personal branding and bringing your full personality to your business
        • Practical steps to create meaningful client relationships that outlast the work itself
        • How to identify your ideal client and reshape your business to focus on them
        • Why You Should Listen: If you’ve ever felt stuck in the grind, wondering if your business truly reflects who you are, this episode is a masterclass in realignment. Nancy proves that you can build a firm—or any business—that leaves a legacy, attracts your dream clients, and allows you to love what you do every day.

          Favorite Quote: "Go out to dinner with your best friend, ask them why they think you’re doing what you’re doing—then go do that." – Nancy McClelland

          Mentioned in This Episode:

          • The Dancing Accountant
          • Ask a CPA Membership Community MSN Column by Nancy McClelland
          • Upcoming podcast She Counts for women in accounting
          • “Ta-Da List” concept from Valerie Heckman
          • 48 min
          • Fail. Learn. Win.

            Show Notes: Episode 10 – Fail. Learn. Win.
            Host: Sharrin Fuller, Founder of Glass Wallet Ventures
            Guest: Dawn Brolin, CEO of Powerful Accounting & Author of The Designated Motivator for Accounting Professionals

            Episode Summary: Every entrepreneur has a failure story—but most only tell it after the comeback. In this episode, Sharrin gets real with Dawn Brolin about what it actually looks like to fail in business, own your mistakes, and use them as fuel for growth. From lawsuits and bad hires to financial setbacks and predatory loans, they break down the raw side of entrepreneurship—and how to recover stronger than ever.

            Dawn shares why failure isn’t a dead end, but a crash course in resilience, strategy, and self-leadership. Whether you’ve been knocked down once or a hundred times, this episode will remind you that forward is forward, no matter how messy the journey.

            Together, they unpack:

            • How to turn even the most painful business failures into lessons that pay off
            • Why having recovery strategies for setbacks is critical to long-term success
            • The importance of agreements, accountability, and cash flow in avoiding repeat mistakes
            • How to own your missteps without letting them define your worth
            • The mindset shift that transforms “failure” into your greatest growth tool
            • Why You Should Listen: If you’ve ever thought about quitting after a tough business hit, this conversation will reignite your grit. Dawn’s honesty and humor make it clear that even the most successful entrepreneurs have been where you are—and that failure is just part of the path to scaling.

              Favorite Quote: "You’re only a failure if you stop trying." – Dawn Brolin

              Mentioned in This Episode:

              • Dawn Brolin – dawnbrolin.com
              • The Designated Motivator for Accounting Professionals (Available on Amazon)
              • Failure Analysis Worksheet (Handout to turn setbacks into actionable growth)
              • Lessons in client selection, agreements, and business resilience
              • 42 min
              • Handing Over the Reins Without Freaking Out

                Show Notes: Episode 9 – Let It Go: How to Stop Micromanaging and Start Scaling
                Host: Sharrin Fuller, Founder of Glass Wallet Ventures

                Guest: Deb Kilsheimer, Co-Owner of Behind the Scenes Financial and Co-Host of Bookkeepers on Fire

                Episode Summary: If you’ve ever said, “I can’t trust anyone to do it like I do,” this one’s for you. In this episode, Sharrin sits down with Deb Kilsheimer—a powerhouse firm owner with a two-person team pulling seven figures—to unpack the real reason you can’t scale: control. Together, they break down why letting go feels terrifying, how to stop being the bottleneck in your own business, and why “doing it all” isn’t a badge of honor—it’s a trap. From documenting processes to redefining leadership, this episode is your practical, no-BS guide to stepping back without the whole thing falling apart.

                Together, they unpack:

                • How to build a lean, high-revenue firm with a micro team
                • The real cost of micromanagement (spoiler: it’s everything)
                • What it actually means to delegate with confidence
                • Why systems, templates, and video SOPs are your freedom key
                • How to retain rockstar employees by ditching toxic control
                • The KPI system that makes performance (not hours) the metric
                • Why You Should Listen: If your business depends on you to function, it’s not scalable. Sharrin and Deb share how they moved from 60+ hour weeks to running million-dollar firms in a few hours a week—without sacrificing quality, team culture, or profit. This is your permission to stop being the bottleneck and start being the boss.

                  Favorite Quote: "Your people are not an expense on your P&L—they're an asset on your balance sheet." – Deb Kilsheimer

                  Mentioned in This Episode:

                  Deb Kilsheimer – Behind the Scenes Financial

                  Bookkeepers on Fire Podcast

                  ClientHub, Insightful, and process documentation tools

                  KPI management systems for accounting firms

                  Your Step Back Strategy handout – A Founder's Guide to Delegating Without Losing Control

                  49 min
                • Raise Your Rates, Keep Your Sanity

                  Show Notes: Episode 8 – Raise Your Rates, Keep Your Sanity

                  Host: Sharrin Fuller, Founder of Glass Wallet Ventures
                   

                  Guest: Michelle Weinstein, The Pitch Queen

                  Episode Summary:
                  If raising your prices makes your stomach flip—or you’re worried clients will ghost you the second you mention a higher rate—this episode is your game changer. Sharrin teams up with Michelle Weinstein, a.k.a. The Pitch Queen, to show you how to own your value and land high-ticket clients without feeling awkward, pushy, or salesy.

                  From building confidence in your pricing to mastering the conversation that gets clients to say “yes,” this episode is packed with strategies that actually work.

                  Together, they unpack:

                  • How to confidently raise your rates without losing clients
                  • Why your mindset around money directly impacts your ability to sell
                  • Scripts and strategies for pitching high-ticket offers without feeling sleazy
                  • Lessons from billion-dollar companies and Michelle’s experience on Shark Tank
                  • Why selling is about serving — not chasing 
                  • Why You Should Listen: If you’ve been stuck undercharging and over-delivering, this conversation will help you break the cycle. Michelle’s no-BS approach will teach you how to communicate your value, attract the right clients, and finally get paid what you’re worth.

                    Favorite Quote: “You can’t charge premium rates if you don’t believe in your own value first.” – Michelle Weinstein

                    Mentioned in This Episode:
                    Michelle Weinstein – The Pitch Queen
                    Shark Tank
                    Confidence and mindset tools for selling high-ticket services
                    Client pitch strategies that feel authentic, not pushy

                    35 min
                  • Cash Flow Woes: Why Does Money Always Stress Me Out?

                    Show Notes: Episode 7 – Cash Flow Woes: Why Does Money Always Stress Me Out?
                    Host: Sharrin Fuller, Founder of Glass Wallet Ventures

                    Guest: Martha Yasso, Founder of Yasso Bookkeeping Solutions Episode

                    Summary: You’re landing clients, making sales, and your revenue looks solid—but your bank account tells a different story. In Cash Flow Woes: Why Does Money Always Stress Me Out?, Sharrin teams up with cash flow expert Martha Yasso to answer the question that keeps business owners up at night: Where the $%!# is my money? This honest, hilarious, and highly practical conversation gets to the root of why cash flow is such a stressor—and what to actually do about it. From mindset to spreadsheets, mental health to Starbucks budgets, this episode covers the real-life challenges of managing cash flow when you're scaling a business.

                    Together, they unpack:

                    • Why revenue is not the solution to your cash flow problem
                    • How “set it and forget it” subscriptions can quietly kill your profits
                    • The real cost of working for free and failing to collect on receivables
                    • Common cash flow mistakes (and how to fix them fast)
                    • Why making time to look at your numbers is the most important habit you can build
                    • How financial awareness ties directly to your mental health as a founder
                    • Tools and strategies to simplify bill pay, review expenses, and plan for growth
                    • Why You Should Listen: If cash flow makes you cringe—or you feel like you're always robbing Peter to pay Paul—this episode is your starting point for clarity. Martha brings decades of experience (and zero judgment) to help you shift your mindset, clean up your finances, and finally feel in control of your money.

                      Favorite Quote: “You can’t plan your future if you won’t face your present. Open the books—even if it’s scary.” – Martha Yasso

                      Mentioned in This Episode:

                      Yasso Bookkeeping Solutions

                      Tools: QuickBooks, Bill.com, Clockwork, DryRun, Fathom Cash flow software with free trials

                      Line of credit and SBA Express Loans Brene Brown’s concept of “Effing First Times” (FFTs)

                      Proactive client education around expenses and receivables

                      Credit union lending vs. big banks

                      34 min
                    • Tech That Scales (and Doesn’t Drive You Crazy)

                      Host: Sharrin Fuller, Founder of Glass Wallet Ventures

                      Guest: Liz Scott, Founder of Liz Scott Consulting & Co-Host of The Appy Hour

                      Episode Summary: There’s nothing worse than spending time (and money) on tech that doesn’t actually make your life easier. In this episode, Sharrin sits down with the queen of accounting tech, Liz Scott, to talk about what makes or breaks a modern tech stack, and how to avoid getting stuck in subscription overload. Whether you're a tech-lover or totally overwhelmed by it all, this episode brings clarity to the chaos. From choosing the right apps to avoiding costly mistakes, Sharrin and Liz share what works, what doesn’t, and what’s on the cutting edge.

                      Together, they unpack:

                      • Why most tech stacks become a time suck instead of a time saver
                      • The rise of AI tools—and how to actually train them to reflect your brand
                      • What every firm needs before implementing any new software
                      • How to test, evaluate, and let go of tools that aren’t serving you
                      • Smart strategies for managing subscriptions and trials (hint: virtual cards)
                      • The power of niche tech stacks and why no two firms look the same
                      • Real talk on app fatigue and why "set it and forget it" doesn't work
                      • Why You Should Listen: If you’ve ever felt stuck in a pile of disconnected apps, this episode is your roadmap to sanity. Liz and Sharrin break down how to streamline your systems, confidently try new tools, and build a tech stack that actually aligns with your workflows, not complicates them.

                        Favorite Quote: “Technology should make your work lighter, not heavier. If it’s adding chaos instead of clarity, it’s time to re-evaluate.” – Liz Scott

                        41 min
                      • Stuck in the Suck: Why Scaling Feels So Hard

                        Host: Sharrin Fuller, CEO of Glass Wallet Ventures

                        Guest: Sean Duncan, Founder of SMD Consulting & the Chief Proactive Advisor Program

                        Overview: Kicking off the Stuck to Scaling series, Sharrin sits down with long-time friend and advisor Sean Duncan for a raw, unfiltered look at the emotional chaos and business realities that make scaling feel so damn hard. From burnout and bad hires to working in the business instead of on it, this episode digs into the patterns that trap even the most seasoned entrepreneurs—and how to break free.

                        Whether you're buried in client deadlines or questioning your whole business model, this conversation is a must-listen for anyone ready to reclaim control and scale with purpose. Expect brutal honesty, real-life screwups, and surprisingly actionable strategies.

                        What You’ll Learn:

                        • Why scaling feels like drowning (and what to do about it)
                        • How to spot when you’re stuck in "employee mode" as a founder
                        • The emotional cost of ignoring your own advice
                        • What it really means to work “on the business”
                        • Sharrin and Sean’s favorite unfiltered advice on hiring, outsourcing, and letting go
                        • The difference between “big P” and “small p” purpose—and why both matter
                        • Takeaways:

                          1. Step back—Intentionally work on the business, even in the busiest seasons.
                          2. Set real, reachable goals—Avoid perfection paralysis by prioritizing progress over ideal outcomes.
                          3. Get support—Be vulnerable with peers, mentors, or your community. You’re not meant to do this alone.
                          4. Mentioned in this Episode:

                            • Chief Proactive Advisor Program (Sean Duncan)
                            • Glass Wallet Ventures (Sharrin Fuller)
                            • Scalable to Saleable blueprint (now called From Startup 2 Seven Figures)
                            • AP Accounting Advisory Board
                            • Using outsourcing and tech strategically
                            • 36 min
                            • Hiring Without the Headache

                              Host: Sharrin Fuller, Founder of Glass Wallet Ventures

                              Guest: Jennifer Scott, Founder & CEO of HireEffect™

                              Episode Summary: Hiring can feel like gambling with your sanity—and your bottom line. In this episode, Sharrin sits down with recruitment and HR expert Jennifer Scott to unpack what really goes wrong in the hiring process and how to get it right. If you’ve ever hired someone who looked good on paper but just didn’t get it, this episode is packed with practical advice on building a team that actually supports your business instead of breaking it. From recruiting mistakes and red flags to retention strategies and defining company culture, this conversation covers it all—with some real talk and laughter along the way.

                              Together, they unpack:

                              • The biggest mistakes entrepreneurs make when hiring (hint: don’t clone yourself)
                              • How to define and hire for your actual culture and core values
                              • The difference between hiring to fill a seat and hiring to move your business forward
                              • Why “maybe” is a no when it comes to making a hire
                              • How to spot red flags in interviews before it’s too late
                              • What you should be putting in your job ads (and why most job descriptions fail)
                              • The power of stay interviews for retaining top talent
                              • Why You Should Listen:

                                If hiring feels like one big guessing game—or you’ve been burned in the past—this episode will help you shift from reactive hiring to intentional team building. Whether you're scaling for the first time or rebuilding after a misfire, Jennifer breaks down the mindset and systems that help you find and keep the right people.

                                Favorite Quote: “Retention is re-recruiting your current employees—every single day.” – Jennifer Scott

                                49 min
                              • Imposter Syndrome Is a Liar

                                Host: Sharrin Fuller, Founder of Glass Wallet Ventures
                                Guest: Kelly Gonsalves, Founder of Totally Booked

                                In this candid and hilarious episode, Sharrin and Kelly dive headfirst into a conversation every business owner needs to hear: how imposter syndrome creeps into entrepreneurship—and why it’s lying to you. They share real experiences from running their own firms, how social media fuels self-doubt, and the difference between growing pains and full-blown burnout.

                                Together, they unpack:

                                • Why imposter syndrome hits hardest when you’re doing something bold
                                • How social media messes with your mindset (and what to do about it)
                                • The pressure solopreneurs face vs. those with teams or partners
                                • How to turn self-doubt into your competitive edge
                                • Why 7% of people running businesses is proof you’re already winning
                                • Tools and mindset shifts that helped them push through fear and show up anyway
                                • Why You Should Listen:

                                  If you’ve ever wondered “Who am I to do this?”—this episode is your reminder that even the most confident-looking entrepreneurs have their moments. Sharrin and Kelly bring truth, strategy, and plenty of laughs as they help you see self-doubt for what it is—and how to shut it down without shutting yourself down.

                                  Favorite Quote:

                                  "You only fail if you stop trying. And if you're in that 7% of people who started a business—you’re already a badass." – Sharrin Fuller

                                  46 min

                                About Stuck 2 Scaling: The $1 Million Journey

                                From the publisher's feed

                                Join Sharrin Fuller, serial entrepreneur, CEO of multiple 7-figure businesses, and the straight-talking coach behind Glass Wallet Ventures, on an unfiltered, deeply relatable journey through the…