In this episode of The Entrepreneur’s Logbook Podcast, host Zachary Bernard speaks with Rachel Phillips, founder and CEO of Fully Accountable. Rachel shares her journey from intern to CEO of one of Inc. 5000’s fastest-growing finance firms, serving over 600 clients and managing more than $7 billion in revenue. Together, they dive into why digital-first businesses—from e-commerce shops to SaaS providers—benefit from a fractional CFO model that combines hands-on bookkeeping with proactive financial strategy. Rachel explains how having an outsider’s perspective helps benchmark performance, optimize cash flow, and turn data into growth opportunities.

Throughout the conversation, Rachel underscores the power of granular analysis. She recounts a case where a client ran 25 ad campaigns but was only profitable on seven—redistributing budgets increased their margin from 10% to 38%. They also discuss the idea of a “living” operational budget that pivots with daily ad costs and seasonality, and pinpoint the revenue thresholds (around $3.5 – $5 million) when bringing on a CFO really pays off. Rachel’s parting advice: ditch the Excel-only approach in favor of a proper general ledger system and invest in the right financial talent before accounting tasks eat up more of your time than growing the business.

❇️ Key Topics with Timestamps

1. Rachel’s Career Path & Fully Accountable Overview – 00:02:00

2. Benefits of Fractional CFO Services – 00:03:00

3. Granular, Data-Driven Marketing Profitability (Case Study) – 00:06:00

4. When to Bring on a Fractional CFO – 00:13:00

5. Financial Management Tips for Business Owners – 00:19:00

Contact Information

Rachel Phillips - Fully Accountable

Website: https://fullyaccountable.com/

LinkedIn: https://www.linkedin.com/in/rachel-phillips-ohio

CFO Toolkit: https://fullyaccountable.com/cfo-toolkit/

Zachary Bernard - We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Websites: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Want press/podcast/TV features? Visit wefeatureyou.com

In this episode of The Entrepreneur's Logbook Podcast, host Zachary Bernard sits down with Matthew Uber, founder and CEO of Spinwheel BDC, a strategic consulting firm specializing in sales development, business development, and management solutions. 

Matthew shares his unconventional journey from high school dropout to sales leader, building remote sales teams before COVID made it mainstream, and scaling Spinwheel to over 75 employees. With 15+ years in sales, Matthew reveals why mindset trumps skillset, how he proved SDR teams work in "impossible" industries, and his surprising take on AI's role in the future of sales.

Sales Success Formula

Remote Sales Revolution

Spinwheel BDC's Hiring Philosophy

Business Agility

AI's Future in Sales

Proven Growth Strategy

Matthew Uber - Spinwheel BDC

Zachary Bernard

In this episode of the Entrepreneur Logbook Podcast, host Zachary Bernard sits down with Joey Price, President and CEO of Jumpstart HR, an award-winning HR consulting and technology analyst firm. With nearly two decades of HR experience, Joey has transformed from an HR assistant to a respected voice in the industry, authoring "The Power of HR" and delivering TEDx presentations.

Joey shares his unique journey from kinesiology to HR, revealing how he shifted from helping athletes perform their best on ball fields to helping professionals excel in corporate settings. The conversation dives deep into the three Ps of business (profit, people, and purpose), the evolving role of AI in HR, and why founders must view HR as a strategic investment rather than a cost center.

Episode Timestamps

[00:00:00] Introduction and Joey's background in kinesiology 

[00:01:23] Joey's mission: Making people more excited about Monday than Friday 

[00:02:04] Career transition from exercise science to HR 

[00:04:23] The three Ps: Profit, People, and Purpose - current challenges 

[00:05:00] Technology's impact on people strategy and the need for balance 

[00:06:00] The "buying, building, borrowing, or botting" framework 

[00:07:50] The aha moment: Transitioning from lifestyle business to scalable company [00:11:00] Why HR isn't a cost center - the human capital perspective 

[00:12:00] Tracking ROI on HR investments and interventions 

[00:15:50] HR trends: AI recruitment and diversity equity being baked into processes 

[00:17:00] AI recruiters enabling flexible interview scheduling 

[00:19:35] Who should read "The Power of HR" book 

[00:22:31] Key takeaway: People don't inherently share your enthusiasm - you must cultivate it

Get in Touch with Joey Price

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

In this episode of the Entrepreneur's Logbook Podcast, host Zachary Bernard speaks with Robin Mee, founder and CEO of MeeDerby, the nation's leading executive search firm specializing in staffing, professional services, and workforce solutions.

What You'll Learn:
- Robin's 36-year journey in the staffing industry and how she's kept her "why" focused on putting people to work one job at a time
- How MeeDerby transitioned to remote work 15 years ago—far ahead of the industry curve
- The seismic shift in workplace expectations post-COVID and how only 3% of staffing professionals want to return to full-time office work
- Creating an authentic community and culture in a remote environment through intentional connection
- How AI is transforming candidate screening, recruitment processes, and staffing efficiency
- The importance of giving candidates and employees a choice in how they work and communicate
- Leadership strategies that foster trust, empowerment, and work-life balance in remote teams
- The staffing industry's evolution and Robin's bird's-eye view after working with thousands of staffing companies

Key Quotes:
- "My whole career has been about putting people to work... COVID was a real game-changer. Everybody was remote."
- "83% of people want community at work, and you can do that inside of a remote organization."
- "My recruiter is not getting through 120 candidates, but the AI absolutely can."
- "AI is going to assist us to put more people to work more quickly."
- "We focus on performance and empowerment because people want their voices heard."

Connect with Robin Mee:

LinkedIn: https://www.linkedin.com/in/robinmee/
Website: https://www.meederby.com/

About Robin Mee:
Robin Mee has over 36 years of experience in the staffing industry and serves on the board of directors for the American Staffing Association. She has been inducted into the Staffing Industry Analysts' Leadership Hall of Fame and brings a unique perspective on industry trends, leadership dynamics, and technological transformation.

In this episode of the Entrepreneur's Logbook Podcast, we sit down with Scott Beebe, Founder of Business On Purpose, a company dedicated to liberating business owners from chaos through systems, processes, and purpose-driven strategies.

Episode Highlights:

Connect with Scott Beebe:

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

In this episode of the Entrepreneur’s Logbook Podcast, we sit down with Ramy Khalil, CEO of Scimitar, a boutique management consulting firm dedicated to accelerating development timelines in the life science industry.

Episode Highlights:

• [00:01:30] Ramy explains the breadth of the life science industry, covering pharmaceuticals, biotechnology, diagnostics, and medical devices.
• [00:03:00] A personal connection to healthcare innovation: Ramy shares how his father's heart attack and subsequent bypass surgery inspired his career path in medical device engineering.
• [00:07:30] The counterintuitive approach to development acceleration: Why non-technical disciplines often create the biggest efficiency gains before implementing technology solutions.
• [00:09:45] Case study: How Scimitar helped a client reduce regulatory submission time from 26 weeks to 12 weeks through process optimization.
• [00:11:30] The three core methodologies Scimitar applies are critical path project management, lean principles for knowledge work, and business process management.
• [00:16:30] Additional areas ripe for optimization across the life science value chain: site startups for clinical trials, manufacturing supply chain coordination, and commercial launch readiness.
• [00:20:00] Leadership team challenges: How Scimitar helps executives transition from "working in the business" to "working on the business" through operational efficiency.
• [00:25:30] Balancing speed with quality and compliance: Ramy's approach to maintaining high standards while avoiding unnecessary constraints that don't benefit patients.
• [00:31:00] Looking ahead: The role of AI in life sciences and how leaders should approach technology adoption through access, people strategy, and scaling with appropriate controls.

Connect with Ramy Khalil:

• LinkedIn: https://www.linkedin.com/in/ramy-khalil-392391/
• Website: www.scimitar.com

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

In this episode, we dive into the world of business growth and human-centered leadership with Charlie Saffro, President and founder of CS Recruiting. With over a decade of experience in the logistics, transportation, and supply chain industries, Charlie shares her journey from marketing professional to influential recruiter.

She discusses her unique philosophy that 'business is personal,' the challenges of remote work, and the importance of genuine human connections in the workplace. Listen in to gain valuable insights on talent acquisition, retention, and the evolving landscape of workplace culture in the face of technological advancements.

00:52 Charlie's Career Journey: From Marketing to Recruitment

03:17 Building a Successful Recruiting Firm

08:20 The Importance of Human-Centered Leadership

14:23 Balancing Data and Human Touch in Recruitment

19:40 Technological Advancements in Logistics and Supply Chain

26:24 Building Authentic Connections in a Digital World

33:35 Future Trends in Workplace Culture

About Charlie Saffro

Charlie Saffro is the CEO and founder of CS Recruiting, a specialized recruiting firm focused on the logistics, transportation, and supply chain industries. A TEDx speaker on human-centered leadership and a passionate advocate for workplace culture, Charlie brings her unique perspective as a female entrepreneur to help companies understand that business is personal - a philosophy that sets her approach to talent acquisition and retention apart.

Connect with Charlie

LinkedIn: https://www.linkedin.com/in/charliesaffro/

Website: https://www.cs-recruiting.com/

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

In this episode of the Entrepreneur's Logbook podcast, we dive deep into the evolution and impact of agile methodologies and Scrum with Jeff Sutherland, one of Scrum's original creators. 

Jeff shares insights from his diverse career, spanning from military service to revolutionizing software development to his current ventures in healthcare and AI. He discusses the integral role of Scrum in organizational transformation, the importance of adjusting project management in real-time, and how AI is becoming indispensable in modern project planning and development. 

Jeff also touches on the significance of performance metrics, the potential of AI to replace traditional planning methods, and how organizations can adapt to rapidly changing technological landscapes to stay competitive.

00:56 Jeff's Current Ventures

02:31 Military Background and Olympic Training

06:03 Scrum Fundamentals and Vietnam Experience

08:56 First Principles in Scrum

18:23 AI in Project Management

24:01 Integrating AI with Scrum

25:18 AI's Impact on Team Dynamics

26:08 AI in Project Management

27:09 The Future of AI in the Workforce

29:07 Human Biology and Team Performance

31:41 Measuring and Enhancing Team Productivity

36:38 The Speed of Innovation

40:46 The Future of Agile Methodologies

Connect with Jeff:

LinkedIn: https://www.linkedin.com/in/jeffsutherland/

Twitter: https://x.com/jeffsutherland

Website: https://a.co/d/9ERa0Sa

Leanpub: https://leanpub.com/u/jvsutherland

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

In this episode of The Entrepreneur's Logbook, host Zachary Bernard welcomes Christopher Stauffer, CEO of Stauffer, a software consulting firm that’s been transforming the digital landscape for over two decades. 

Chris shares his journey from launching Deloitte's first client website at 22 to leading successful campaigns for SpaceX, Billboard, and universities, earning prestigious awards like the Clio. The conversation dives into bridging the gap between marketing and engineering teams, shared strategies for effective collaboration, and the role of AI in enhancing workflows. 

Chris emphasizes the importance of understanding the 'why' behind projects and the impact of prompt engineering in the evolving landscape of marketing. 

Tune in to learn how effective collaboration and innovative approaches can propel your business to new heights!

00:56 Chris’s Early Career and Evolution

02:58 Bridging the Marketing and Engineering Gap

05:38 The Importance of Collaboration

07:19 Effective Communication Strategies

11:31 Joint Application Design (JAD) Sessions

23:09 Case Study: Increasing Conversion Rates

35:27 The Role of AI in Marketing and Engineering

39:34 Future of Marketing and Engineering Collaboration

Connect with Chris:

LinkedIn: https://www.linkedin.com/in/staufferinc + https://www.linkedin.com/company/stauffer

Website: https://www.stauffer.com/

[email protected]

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

In this episode of the Entrepreneur's Logbook Podcast, host Zach interviews Scott Roy, CEO and founder of the global sales consulting firm Whitten & Roy Partnership. Scott shares insights from his 47-year career in sales, from his beginnings as a door-to-door book salesman to co-founding Family Heritage Life Insurance Company. 

Scott discusses his approach to 'decision intelligence selling,' and how it aligns ethical sales practices with both profit and societal impact. Listen in as we dive into Scott's transition from traditional sales to his work in social enterprise, offering life-changing solutions in developing countries. Scott also outlines common sales challenges and reveals strategies to create an effective, purpose-driven sales force.

00:57 Scott Roy's Early Sales Journey

03:57 Transition to Sales Management

05:24 Balancing Sales and Societal Impact

13:00 Decision Intelligence Selling Explained

22:15 Cultural and Organizational Sales Challenges

31:04 Balancing Mission and Revenue in Social Enterprises

Connect with Scott:

LinkedIn: https://www.linkedin.com/in/scottaroy/

Website: https://www.wrpartnership.com/

Decision Intelligence Selling: Transform the Way Your People Sell: https://www.amazon.com/Decision-Intelligence-Selling-Transform-People-ebook/dp/B08H2JWQRJ

Sell Well, Do Good: DQ Selling for Social Enterprises : https://www.amazon.com/Sell-Well-Do-Good-Enterprises-ebook/dp/B0957V27HV

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com