CFO consulting: best practices, eliminating dysfunction and long-range strategic planning

1) Provide the owner with actionable financial data and limit his/her time to one hour per week with accounting/finance issues.

2) Eliminate dysfunction by having employees involved develop an effective procedure. Remove the owner from the process.

3) Install an ongoing strategic planning process for the owner and key players to guide the business into a desirable future.

4) Free the owner's time to do what he/she does best - bring in business and create moods of ambition, gratitude and optimism.

Cary comes from a traditional accounting background with an accounting degree and a CPA on his resume. He developed a more forward-looking philosophy of helping business owners vs the traditional "rear view mirror" accounting method. He is also a certified ontological coach which brings a unique skill set to working with business owners and their employees. He has developed the "Well Oiled Machine" process to help his clients become just that - well-oiled machines. Cary is located in Louisiana, USA but assists clients remotely and is available in the English-speaking world.

Connect with Cary:

https://www.facebook.com/cary.prejean.3/

https://strategicbusinessadvisors.org/

https://www.matchmaker.fm/podcast-guest/cary-prejean-66a873

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https://www.facebook.com/CFOconsultingLA

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Beginning with processes, you can scale your business across this new remote world and increase profit margins.

Andrew Le, co-founder & managing director of SliqueMedia.com and WithMyCoffee.com — a virtual staffing agency of Virtual Art Directors or VAD.

VADs are internationally remote designers and creative leaders that execute the creative vision to grow businesses.

In Andrew’s line of work as a problem solver, he focuses on effective strategies that can skyrocket a digital agency’s growth and scalability. A vital part of that is making sure that there is a strong and clear connection among his team members across the planet.

Since 2014, Andrew has been very passionate about building organizations that can expand independently — fast and easy. And in parallel to that, he also teaches entrepreneurs how to leverage the power of delegation to help bring back their freedom of time. With years of experience scaling his agencies with remote teams, this makes Andrew one of the best to share some of the most effective ways to maintain clear communication between remote team members.

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https://www.linkedin.com/in/andrewdl/

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My topic is related to my latest book. Trusted to Thrive: How leaders create connected and accountable teams

Successful teams have trust at the centre of what they do. Leaders who know how to build a trusted team culture get their teams into the Achievement Zone and keep them there.

Marie-Claire Ross is a speaker, facilitator and coach at Trustologie. She works with leaders and teams to build trusted team cultures that increase engagement, and team credibility and retain great talent.

Marie-Claire works with medium and large organisations around the world. She is also the author of the book, Trusted to Thrive: How leaders create connected and accountable teams.

Connect with Marie-Claire:

https://www.facebook.com/Trustologie/

www.marie-claireross.com

https://www.linkedin.com/in/marieclaireross/

https://twitter.com/trustologie

https://www.marie-claireross.com/trusted-to-thrive

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My primary focus now is on helping entrepreneurs outsource strategically: figuring out what to outsource, to who, and how to manage a virtual team. I work with clients through intensives and VIP days to get them the best transformation possible in a high-touch environment. I also share toolkits and templates to help simplify their day-to-day and start delegating in a smart way.

Arijana Ilibasic is an Online Business Manager and Delegation Consultant, helping service providers and course creators turn their businesses on autopilot with strategic delegating and smart systems.

She's the Founder of Scale & Simplify and has been working with online businesses for over 5 years, leading teams, managing launches, and building funnels for 6-figure course creators.

Her educational and work background prior to joining the online space includes a Bachelor of Psychology, a Postgraduate Degree in Human Resource Management, and 5 years in corporate HR roles.

She currently lives in Serbia with her husband, two young kids, and a puppy (Fun fact: They recently moved their lives across the world, from Canada!).

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facebook.com/scaleandsimplify

https://www.scaleandsimplify.com/home

Instagram: instagram.com/scaleandsimplify

Pinterest: pinterest.com/scaleandsimplify

LinkedIn: https://www.linkedin.com/in/arijana-i/

YouTube: https://www.youtube.com/channel/UCF_cFoxWe4NaSpZAR6a1DKA

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When it comes to business money mindset is SO important. You can spend all your time doing the doing, but if you don't have the right mindset for success, then you will be spinning your wheels.

Sandy Forster is the money mindset mentor for women worldwide who are ready to experience more abundance and freedom in their life. Sandy went from welfare to millionaire, been featured in Oprah’s Aussie Secret and loves inspiring and empowering women to break through their blocks, manifest more money and create a life they’re truly passionate about.

Her award-winning international bestseller How to Be Wildly Wealthy Fast has been translated into over 11 languages, she’s the host of the Wildly Wealthy Women podcast and she’s transformed the lives of hundreds of thousands of women worldwide.

Sandy lives in her own tropical paradise near the beach in sunny Australia and has wild kangaroos grazing in her backyard every afternoon.

You can connect with her at www.WildlyWealthy.com.

FB Business Profile: https://www.facebook.com/Sandylforster

https://www.wildlywealthy.com/

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Twitter: https://twitter.com/wwealthy

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Designing Business Operations and Systems to Take Back Your Time and Freedom

Dean Soto is a husband and father of 9, and is the President and Founder of Pro Sulum (Pronounced: Pro Sooloom), a company that helps business owners document, delegate and scale using virtual assistants with systemizing superpower called "Virtual Systems Architects.".

His purpose in life is to help busy business owners unshackle themselves from their business and live the life they dreamt of when they started their business, and to create a business that works for them while they sleep.

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https://www.prosulum.com

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Talking all things content and why it is important to find and keep customers.

Discovering that when you know what qualities you want in customers it will be easier to find and communicate with them.

Tracey Hall is a highly-motivated businesswoman who demonstrates accountability, efficiency and a willingness to assist others in reaching their desired goals. She is known for fostering a cohesive spirit within any team she leads.

Tracey is also dedicated to helping others look and feel great. With 30 years of experience in the Direct Marketing industry, she offers a wealth of knowledge and skills in helping people attain a healthy, vibrant body.

Her ability to easily build rapport with others creates strong and lasting relationships with customers, business colleagues and fellow team members.

Connect with Tracey:

https://www.facebook.com/tracey.rae.hall/

https://bit.ly/EthicalMembership

https://www.linkedin.com/in/tracey-hall/

https://www.instagram.com/ethicalassn/

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Thousands of business owners unknowingly put their businesses in jeopardy every year. In this interview, Matthew Gillman will share how you may be unintentionally harming your business, including mingling business and personal finances, not reviewing business credit reports, accepting financing from unknown entities, keeping messy records, etc. He'll also provide action items that business owners can tackle to ensure they are putting their business in the best position for 2022!

Matthew Gillman is a business financing expert with more than a decade of experience in commercial lending. He is the founder and CEO of SMB Compass, a specialty finance company providing education and financing options for business owners.

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www.smbcompass.com

https://www.linkedin.com/in/gillmanmatthew/

https://twitter.com/compasssmb

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Organizations are faced with an increase in mental health challenges - stress, anxiety, depression and quite possibly suicide. The support structure for those that are dealing with mental health is weak and almost non-existent in most organizations. Mentoring is a way to help with that support structure.

Doug Lawrence is the founder of TalentC® and is focused on all things mentoring as a solution provider. Doug Lawrence is an International Certified Mentor and holds two Mentor Certifications; a Certificate of Competence – Mentor and a Certificate of Competence – Journey Mentor from the International Mentoring Community. Doug authored "The Gift of Mentoring" and "You Are Not Alone" which is an Amazon #1 Best Seller.

Connect with Doug:

https://www.facebook.com/doug.lawrence.1610/

https://www.talentc.ca

LinkedIn: www.linkedin.com/in/douglawrence-mentor

Twitter: https://twitter.com/TalentCDoug

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I work with subject experts to craft marketing messages that attract & convert clients.

Tanya works with people of influence such as authors, coaches, speakers,& entrepreneurs to amplify their message and increase their impact while staying true to their core.

Connect with Tanya:

https://www.facebook.com/tanyakabuya/

www.wizzdigitalacademy.online

https://www.linkedin.com/in/tanyalapatrone/

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