In my recent discussion on The Troy Show, I explored how CPAs, CFOs, and business owners leveraged custom dashboards to assess their current status and future goals. My guest, Cary Prejean, a CPA and business advisor, shared valuable insights on this topic.

As a CPA, Cary created dashboards that provided actionable financial data, helping owners understand key metrics like gross margins, operating expenses, and financial ratios—often overlooked when focusing only on cash flow. His weekly dashboards highlighted sales, inventory, receivables, and payables, enabling owners to take corrective action throughout the month. Cary stressed the importance of documented processes so employees could follow consistent procedures, reducing the need for micromanagement. With these processes in place, owners were able to step back and let their leadership teams manage operations effectively.

For CPAs, offering dashboards positioned them as trusted advisors, providing insights beyond historical financial statements and setting them apart from competitors. Ultimately, this helped business owners focus on their roles as visionaries and revenue generators.

Timestamps:

00:02:00 Explaining actionable financial data

00:09:17 Benefits of dashboards for CPAs

00:11:51 Discussing the cash flow projection dashboard

00:20:57 Sales dashboard and tracking performance

00:24:12 Receivables and payables dashboard

00:32:38 Having the business work for you

00:35:43 Designing the business for the future

00:40:03 Time investment for business owners

00:43:43 Reviewing the well-oiled machine process guide

00:48:38 Size of companies suitable for the process

00:58:03 Closing remarks and offering resources

Key Takeways:

Connect with Cary:

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

Welcome to another exciting episode of our video podcast, where we dive deep into the game-changing world of using video on LinkedIn to foster meaningful business connections! Are you ready to elevate your networking game? 

In today’s episode, we, the "not so boring LinkedIn enthusiasts," share insights on leveraging video content to skyrocket your professional relationships. With our combined expertise in IT, game design, and maximizing contact profitability, we're here to help you stand out in the crowded LinkedIn landscape!

 What You'll Learn:

Timestamps: 

00:02:04 Background information about the host, Troy

00:05:55 Discussing the advantages of using video on LinkedIn

00:11:08 Introducing guest speaker Ed Forteau and his background

00:16:03 Discussing the conversion rates and effectiveness of video

00:20:53 Explaining what makes Scoop different from other video options

00:24:34 Demonstrating a quick demo of the Scoop app

00:37:16 Discussing the key features and benefits of Scoop

00:46:52 Methods for using video on LinkedIn

Connect with Ed Forteau

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

Follow me at:

The Troy Agency - https://www.thetroyagency.com/ 

Linkedin - https://www.linkedin.com/company/the-troy-agency/ 

Youtube - https://www.youtube.com/@thetroyagency 

Instagram - https://www.instagram.com/troyhip/ 

Twitter - https://twitter.com/Troy_Hipolito 

Tiktok - https://www.tiktok.com/@troyhip 

Welcome to The Troy Show: Creating Authentic Connections on LinkedIn, where I help you unlock the power of LinkedIn to build meaningful, lasting relationships. Join me, Troy, as I share my journey from a failed business owner to a LinkedIn strategist, showing you how to stand out, personalize your communication, and grow your network authentically. From tips on relationship building to maximizing LinkedIn’s features, each episode offers practical strategies to help you turn connections into opportunities. If you're ready to up your LinkedIn game and create real connections, this show is for you.

Timestamps:

00:00:00 Introduction and welcoming the audience

00:02:06 Background about the host and his journey

00:05:48 Explaining the Scoop app and its features

00:10:12 Importance of personalized video messages

00:13:02 Live demo setup and audience participation

00:16:59 Reel showcasing the host's background

00:18:58 Inviting the audience to participate in the live demo

00:21:48 Discussing the pricing and affiliate program

00:24:28 Addressing limitations faced during the live demo

00:26:13 Answering audience questions about automation and personalization

00:28:33 Clarifying the ability to personalize video titles

00:30:43 Wrapping up and thanking the audience

00:32:12 Discussing the future rollout and updates for the app

00:34:06 Emphasizing the importance of personalized communication

00:36:31 Final thoughts and closing remarks

Key takeaways:

Engaging your audience right from the start helps build connection and rapport.

You can also follow me on social media and check my website for more resources and information.

The Troy Agency - https://www.thetroyagency.com/ 

Linkedin - https://www.linkedin.com/company/the-troy-agency/ 

Youtube - https://www.youtube.com/@thetroyagency 

Instagram - https://www.instagram.com/troyhip/ 

Twitter - https://twitter.com/Troy_Hipolito 

Tiktok - https://www.tiktok.com/@troyhip

In this episode, Cary Prejean discusses his "Well-Oiled Machine" system, focusing on mastering financial strategies for businesses, including cash flow management and effective team organization. He explains how his process begins with actionable financial data, eliminates dysfunction through documented processes, and incorporates long-term planning and coaching for owners and leadership teams. Prejean emphasizes the distinction between the visionary role of an owner and the managerial responsibilities of daily operations, noting that many owners struggle with management. He advises bringing in additional management as businesses grow, highlighting the importance of trust and documented processes to maintain functionality. Additionally, he addresses common issues that derail businesses, encourages employee involvement in standard procedures, and underscores the significance of cash flow projections and strategic planning aligned with the owner's lifestyle and goals.

Timestamps:

00:01:09 Explaining the Well-Oiled Machine process

00:03:26 Guidelines for finding and hiring managers

00:04:42 The role of a fractional CFO

00:11:15 Building and documenting processes

00:14:24 Tools and software for processes and KPIs

00:22:36 Defining satisfaction for business owners

00:27:04 Perspectives on taking a business to the next level

00:30:37 Importance of financial data and dashboards

00:32:04 Consequences of owners constantly firefighting

00:35:04 Overcoming resistance to change from founders

00:38:08 Common KPIs to focus on for growth

00:48:31 Exit valuations satisfying for business owners

00:51:22 Adopting the right narrative for desire

Key Highlights:

In this engaging episode, I, the Not So Boring LinkedIn Guy, sit down with Ben Albert, a dynamic connector and the founder of GrowGetters. Ben is also the host of the Real Business Connections podcast and the owner of Balbert Marketing. We dive deep into networking, the importance of building a strong foundation, and the secrets to attracting top-level leaders to your podcast or business.

Ben Albert secures top-tier speakers for his podcast because he takes decisive action. In this episode, we delve into how he achieves this and explore ways to empower others with LinkedIn or podcast platforms to enhance their efforts. Join us for an insightful discussion on improving your approach and unlocking the secrets to success.

Key Highlights:

Timestamps:

00:00:33 - Guest Introduction: Ben Albert

00:01:04 - Troy's Initial Impressions of Ben

00:03:00 - Troy's Networking Challenges

00:04:03 - Ben's Secret to Attracting Top Leaders

00:07:06 - Building a Local Podcast

00:09:19 - Purpose and Vision of a Podcast

00:12:17 - Foundational Items for Starting a Business or Podcast

00:14:52 - Name Dropping and Social Proof

00:19:04 - Six Key Stages for Podcast Success

00:21:04 - Importance of Testimonials

00:24:04 - Promoting Others to Promote Yourself

00:27:12 - Creating Opportunities

00:31:06 - Importance of Taking Action

00:36:53 - Learning from Rejection

00:40:54 - Human Connection vs. AI

00:44:11 - Perception as a Decision-Making Factor

Ben Albert:

Ben hosts a network of 5 podcasts called "Real Business Connections," runs the highly successful Balbert Marketing, and has replaced his established sales income in just over a year. He helps businesses save time and increase revenue with proven marketing systems. Balbert Marketing provides a holistic service to empower industry leaders to grow their brand online and attract their ideal clientele.

Youtube:    @realbusinessconnections  

In this episode, Sarra and I explored the powerful potential of leveraging podcasts and LinkedIn Live for business growth. Sarra Messili, the dynamic Co-founder and CEO of Podcast Inc., brings over a decade of experience in launching and scaling podcasts. Her expertise spans guest outreach, production, and monetization, helping brands create engaging audio content. Sarra highlighted the importance of consistency, recommending that we aim for at least two podcast episodes per month. She also discussed how her AI service can craft podcast content tailored to match clients' unique tone and style.

We also delved into my new video messaging tool designed for personalized outreach, which promises to enhance our connection with our audience. Despite some technical hiccups, we are excited to move forward and implement these strategies. Stay tuned for more insights and updates—your engagement and feedback are crucial to our success!

What you will learn in this conversation:

✶ How to set up your LinkedIn LIVE and Podcast (from start to finish)

✶ How to promote effectively

✶ How to use other platforms to boost your reach

✶ How to take action and get started.

You can also follow me on social media and check my website for more resources and information.

The Troy Agency - https://www.thetroyagency.com/ 

Linkedin - https://www.linkedin.com/company/the-troy-agency/ 

Youtube - https://www.youtube.com/@thetroyagency 

Instagram - https://www.instagram.com/troyhip/ 

Twitter - https://twitter.com/Troy_Hipolito 

Tiktok - https://www.tiktok.com/@troyhip 

Discover how custom dashboards revolutionize financial management for CPAs and businesses in this informative video. Dive into the world of actionable financial data as we explore the benefits and functionalities of custom dashboards. Learn how CPAs leverage these tools to streamline financial analysis, improve decision-making, and drive business growth. Whether you're a CPA looking to enhance client services or a business owner seeking better financial insights, custom dashboards offer invaluable solutions. Join us as we unlock the power of custom dashboards and transform your financial management processes!

Introducing the ultimate tool for instant personalization on LinkedIn – your new favorite app! Dive into this video to discover how this innovative app revolutionizes your LinkedIn experience. Explore its features, benefits, and real-world applications as we showcase how it streamlines personalization to help you stand out on the platform. Whether you're a job seeker, entrepreneur, or professional, this app empowers you to create meaningful connections with ease. Join us as we unveil the future of LinkedIn personalization and take your profile to new heights!

The Troy Agency⁠⁠⁠

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Discover the power of candid video in building high-value relationships in less time in this insightful video. Explore practical tips, real-life examples, and expert insights on leveraging the authenticity and immediacy of candid video to connect with others on a deeper level. Whether you're in business, networking, or personal relationships, incorporating candid video into your communication strategy can revolutionize how you connect and engage with others. Join us as we unveil the secrets to leveraging candid video for building meaningful relationships efficiently and effectively.

The Troy Agency⁠⁠⁠

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Unlock the pathway to success through LinkedIn, social media, email, video, and authentic communication with this comprehensive guide. Discover how to leverage these powerful tools and channels to enhance your online presence, engage with your audience, and drive meaningful connections. Whether you're a professional, entrepreneur, or aspiring individual, mastering these platforms and communication techniques is essential for achieving success in today's digital landscape. Join us as we unlock the secrets to success through strategic use of LinkedIn, social media, email, video, and authentic communication.

The Troy Agency⁠⁠

⁠⁠Troy Hipolito | LinkedIn⁠⁠

⁠⁠The Troy Agency | LinkedIn⁠⁠

⁠⁠The Troy Agency | Tiktok⁠⁠

⁠⁠The Troy Agency | Instagram⁠⁠

⁠⁠The Troy Agency | Twitter⁠⁠

⁠⁠The Troy Agency | Youtube⁠⁠

⁠⁠The Troy Agency | Digital Card⁠⁠

⁠⁠The Troy Agency | Two-Pager Accelerator⁠