The Cultivating Business Growth Podcast by PJS & Co. CPAs
Giving you the tools you need to grow and become more profitable while balancing life and family.
We are CPAs who won’t put you to sleep!
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#69: What is a Level 10 Meeting™ & How Can It Help Your Leadership Team?
Meetings are a part of life in business, but everyone has been a part of a meeting that didn’t get anywhere and, as the saying goes, could have been an email. So how do we increase efficiency, productivity and accountability in meetings to actually achieve results?...
#68: Gaining Clarity in Your Business with Traction® & EOS®, featuring CJ DuBe’
We have referenced Traction®, by Gino Wickman, quite a bit in the past so today we are focusing on this tool and how it can help your business run more smoothly, improve efficiency, and gain traction to achieve your vision! Traction is part of the EOS®, or...
#67: Quarterly Business Checkup with a Virtual CFO
We are quickly moving through the first quarter of 2021 and this means it is time for quarterly meetings! We are constantly learning and growing as we go through business cycles. As we learn and grow, it’s important that all business owners meet regularly with their...
#66: How to Avoid the Pain of Tax Time
Tax time can be painful, especially if you don’t plan ahead. As a business owner, you will face many stresses if the tax deadline is the only time of year you consider taxes or their implications. You may be waiting with bated breath to find out about an unknown tax...
#65: Bouncing Back – Navigating Business Mistakes After They Happen
Part of being a business owner is embracing the fact that you will experience painful moments and, at times, mess up. Everyone makes mistakes. No one is going to be correct 100 percent of the time. What’s important is learning from those mistakes and applying what...
#64: Decision-Making in Business: How to Overcome the Fear of Making Mistakes
Decision-making in business is inevitable if you are going to achieve goals and ultimately lead your team to see your larger vision, but that doesn’t mean it comes naturally. The sheer volume of decisions we face as business owners can be overwhelming. There is also...
#63: Inaction – What Is It Costing You?
What could inaction be costing you in your business? We tend to focus on the benefits of proactive decision-making within our business, but sometimes fail to consider how costly inaction can be as well. Because the opportunity cost of a decision is not always assigned...
#62: Avoiding Common Mistakes in Business
We want to start 2021 off on the right foot, so to kick off our new year we are talking about common mistakes in business and how to avoid them! We want you to run a successful business, which means avoiding the pitfalls that can be easy to miss when you’re stuck in...
#61: Managing Work-Life Balance
We're excited to wrap up the year by talking about one of our core company values; managing work-life balance. PJS & Co. CPAs was born out of a desire to improve the balance of professional and personal life. We knew there had to be a better way for our team and...
#60: Year-End Planning and Strategy with a Virtual CFO
This past year has been one for the books! We’ve been through some uncharted waters and many are still weathering the storm. Today we are going to put the chaos of this year to the side for a few moments as we discuss how to execute some year-end planning and strategy...
#59: What You Wish You Knew About Payroll Services featuring ADP
Today, we’ve invited one of our good friend from ADP, Heather Sperduto, to talk about some of the helpful solutions they offer for clients, specifically ADP payroll services, and to give you some ideas on ways you can streamline your payroll and Human Resources (HR)...
#58: The Power of Numbers – Profitability Ratios
Profitability is usually one of the top concerns of business owners. Today we are bringing you a tool that you can use, relatively easily, on a regular basis to keep better tabs on the profitability in your business and ways to benchmark against not only yourself but...
#57: The Power of Numbers – Liquidity Ratios
You know that numbers are necessary for the success of your business, but may not love talking about formulas and ratios. In this episode, we are talking about the power of numbers. More specifically, we're breaking down liquidity ratios in your business. But, don't...
#56: Save Time & Reach Goals with Effective Reporting
Access to data in today’s environment is becoming increasingly easier, but now we are faced with the task of sifting out the information that is crucial to the development of our business. Just because we can access a report doesn’t mean that it will ultimately give...
#55: Core Values That Mean Something
Core business values are an important component of your company and very pivotal in communicating who you are with the world. We’ve briefly talked about core values in prior episodes, including episode #01: Strategic Planning - Vision & Long-Term Goals and episode...
#54: The Dental Series – Selling Your Dental Practice with George Bozonelos
As we wrap up our Dental Series, we are excited to introduce an amazing guest! The past few episodes have provided a considerable amount of useful information for purchasing and operating a dental business. In episode #54 of the Cultivating Business Growth, we welcome...
#53: The Dental Series – Purchasing a Dental Practice
Gain insight from a virtual CFO, CPA and business advisor with years of dental industry experience in today's discussion about buying a dental practice. If you are considering purchasing a dental practice, or specialty practice, today’s podcast is for you. We are...
#52: The Dental Series – Accounting for Your Dental Practice
We are excited to talk about dental practice accounting in today's episode! It's not just about bookkeeping and balance sheets. Instead, we are diving into questions you should be asking your accountant and what you can look for in order to ensure you’re doing your...
#51: The Dental Series – What Dental School Didn’t Teach You
This episode is kicking off the first of our four-part Dental Series! Over the next few weeks, our attention will be focused on the dental industry. In Episode #51 of The Cultivating Business Growth Podcast, we discuss “What Dental School Didn't Teach You.” This means...
#50: Celebrating 50 Episodes!
Welcome to The Cultivating Business Growth Podcast. With this episode, we’ve reached a milestone with our podcast. This means it’s time to celebrate! PJS & Co. CPAs has officially recorded and released our 50th podcast episode! With this milestone came many laughs...
#49: Being the Visionary with Jason Perez of yardz
Over the past few episodes we’ve been discussing passion. Owning a business and getting involved in the everyday minutiae can make it difficult to keep the passion and vision top of mind. To expand on this topic, we spent time with our friend and entrepreneur Jason...
#48: Navigating Your Passion Wisely
In Episode #48 of the Cultivating Business Growth Podcast, we discuss passion pertaining to business. Specifically, we cover how to navigate your passion wisely, why passion is so important in your business, and how to share that passion with your team. What we cover...
#47: A Vision Shouldn’t Be a Mirage
In Episode #47 of the The Cultivating Business Growth Podcast, we are revisiting the crucial topic of vision statements. If you don’t understand how a vision statement can help you reach your long-term goals, we recommend you revisit episode #01: Strategic Planning -...
#46: Delegate it! How Delegation Can Impact Your Growth and How to Do It
Delegate... entrusting someone else with a task or responsibility. Does the idea of delegating make you cringe? If so, you aren’t alone. Today, in Episode #46 of The Cultivating Business Growth Podcast, we are going to discuss the importance of delegation. Recent...
#45: Refining Your Team – How and When to Terminate
Have you ever had a problem employee who keeps affecting productivity or morale within your business but you’re not sure when to call it quits? Or maybe you’ve decided you want to let them go, but not sure how to go about doing it. Today we are tackling a difficult...
#44: PPP Updates – Part IV
Episode #44 of the Cultivating Business Growth podcast is a special release episode with updates for business owners regarding the Paycheck Protection Program (PPP) Loan and the forgiveness associated. Our last podcast covering the PPP Loan was recorded back in April...
#43: Stay Innovative and Always Challenge Yourself
In Episode #43 of the The Cultivating Business Growth Podcast, as we wrap up the final episode in our Working with an Advisor series, we focus on how to challenge yourself and your business to continue improving. While in the midst of challenges it often feels as if...
#42: Making Real Change in Your Business with an Advisor
Episode #42 in The Cultivating Business Growth Podcast is focused on four commitments necessary for you to see real change in your business. In this episode, we discuss what needs to be done in a tactical sense in order to achieve the goals you have for your business....
#41: How Value Billing Can Help You Get Paid What You’re Worth
Today’s episode could be a game-changer for you if you find yourself in a service-based business and not making what you are worth. Owning a service-based business means you’re selling your time and expertise as a professional. When you charge by the hour, that can...
#40: What Does a Business Advisor Do?
What exactly does a business advisor do? The term "business advisor" is a general and open-ended one. As CPAs, we are often asked why we refer to ourselves as business advisors and what that means. We spent some time boiling down the 6 most important characteristics...
#39: The Legal Series – Optimize Your LinkedIn Profile for Firm Growth
We welcome a special guest to episode #39 to talk about how to optimize your LinkedIn profile for lawyers and law firm growth. Founder of Hess Connect, host of the Social Lawyer Show and host of the LinkedIn Live, Lawyers Lunch and Launch, Viveca Hess joins us for...
#38: The Legal Series – Partner Compensation for Firm Growth
We are continuing our legal series focusing on topics related to growth and profitability for law firm owners. In The Legal Series, we have covered staff productivity and efficiency KPIs and the importance of industry-specific software. In this episode, we are joined...
#37: The Legal Series – Leveraging Industry-Specific Software
In our second episode of The Legal Series, we are discussing the importance of industry-specific software in the legal industry. Last week we talked about staff productivity and efficiency KPIs, which require a system to efficiently track and manage. While this can...
#36: The Legal Series – Staff Productivity & Efficiency KPIs
We are going to focus the next few episodes on business growth strategies for law firm owners. Since this is one of our industry-specializations, we wanted to put together a series of episodes that hone in on some of the growth strategies you can implement in your own...
#35: How to Generate Cash During Hard Times
How can you continue to generate cash during hard times? We have seen almost everything in our lives change and it’s pivoted the world around us, our businesses, and every interaction that we have with our family and friends. When it comes to business though, we still...
#34: Maintaining Your Motivation Working From Home
Have you had a difficult time maintaining your motivation while working from home? As we continue our discussions to help business owners during the COVID-19 situation, working from home and running your business from home have become the only way for many businesses...
#33: How to Stay Connected Working From Home
We are talking about how to stay connected while working from home in today’s episode. There are three main areas of connection we would like to address. #1 - Staying connected with your team: If you are running a team from home, if you’re part of a team and working...
#32: Taking Action in Your Business During Difficult Times
In this episode we are talking about taking action in your business during difficult times. What can you do with the information you already have and your plans from the beginning of the year? How can you use that to make the adjustments needed to keep your business...
#31: How the Stimulus Bill Affects You and Your Family – Part III
Last week, we discussed the business impact of the stimulus package and today we’re going to discuss how this impacts you personally and what it means to your family. What does the stimulus do for the W2 employee? What does the stimulus package offer if you have been...
#30: Tips on Homeschooling While Running a Business
Many people are suddenly homeschooling their children in today’s environment. Just because you own your own business does not exempt you from this duty. That means that not only are you answering employee questions, striving to guide your business through this tough...
#29: What You Need to Know About the Stimulus Bill – Part II
This is a special release episode with an update aimed at giving more information to business owners regarding the stimulus bill. We recorded this update on April 2, 2020 about the much anticipated stimulus bill that was approved on Friday of last week. We wanted to...
#28: Keep Calm & Carry On During Times of Uncertainty
Today, we are focusing on how to keep calm and press on in times of uncertainty. In times of high stress, how do we maintain a level head and approach decision making in a clear, logical manner? The past several weeks have been a major upheaval for many of us, so we...
#27: Legislation, Support & Assistance Programs for Your Business During Coronavirus Outbreak – Part I
We want to provide some helpful information relating to relief and assistance for small businesses during this coronavirus outbreak. There is a significant burden being placed on many businesses during this time and we wanted to let you know there are some valuable...
#26: A Quick Start Guide to Running Your Business Remotely
In light of recent events and the need for many office jobs to transition to a remote environment, we thought we would pull back the curtain on how we operate in an effort to ease the transition and help as many businesses as possible stay afloat in these uncertain...
#25: Laying the Foundation to Build a Team
Growth and profitability can accelerate or be bounded by the ability to expand your team. That’s why in this episode, we are discussing the foundation you need before building or expanding your team. What we cover in this episode: 0:33 - Intro 04:00 - Why are we, as...
#24: 7 Factors That Can Make Your Business More Bankable
Our last few episodes have been focused on about cash flow and a big part of that discussion has been ensuring that your business has a back up plan toprepare for any times of cash flow crunch. In developing that back up plan, you will likely need to work with a bank....
#23: 5 Ways to Manage Cash Flow Issues
Today, in our third episode focused on cash flow, we are talking about common cash flow issues and ways to fix them. Because it is such a large component of business success, we want to dig in and give you as much information as possible. If you have additional...
#22: How to Take Control of Your Current Cash Flow Situation
We are continuing our cash flow discussion this week with a look at some tools you can use and reports you can create and pull from accounting software for a better understanding of your current cash flow situation. If you’ve ever pulled a cash flow statement in...
#21: Understand the Difference Between Cash Flow and Profit
Don’t mistake profits for cash flow, because they are not the same thing!! That’s the focus in today’s episode. There is a difference between profit and cash flow and you need to know about it. After a recent poll on our Facebook page, we discovered cash flow is a...
#20: So You Want to Grow Your Business?
So you want to grow your businesss? Well, you're in the right place! We are talking all about business growth in today’s episode. We offer a webinar, called the 4 Ways to Grow Your Business in which Katina Peters, CPA, CGMA provides highly actionable steps you can...
#19: Options for Investing and Taking Control of Your Financial Future with e3 Wealth
Today, we have our first guest outside of our PJS & Co. CPAs team! The founder and president of e3 Wealth, John Moriarty, joins us to talk about wealth management, different ways to look at your wealth investment story, and a free ebook that can help with one such...
#18: The Four Factors You Need to Take Control of Profit
We are taking control to increase profit in today’s episode. As a business owner, profit is likely top of mind and is obviously important to monitor as your business moves forward. We are talking about the four factors that determine profit that you can control,...
#17: Productivity and How it Relates to Growth and Profitability
This week we are talking about improving productivity, efficiency and how it relates to business growth and profitability. We are breaking down some actionable steps you can take to increase your productivity as it relates to growing your business! Let’s dig in! ...
#16: Running a Business Well is Different Than Being Exceptional at a Trade or Profession
You are amazing at what you do. We work with service-based businesses who want to grow and find easier ways to operate so they can reclaim their time. Many business owners don’t necessarily start because they want to run a business. They start their own business...
#15: Business SWOT Analysis
When is the last time you performed a SWOT analysis on your business? There are other ways you can use SWOT to take a look at specific departments and processes in your business as well. We are talking through what a business SWOT analysis is, why it’s important, and...
#14: How Do you Know What You Don’t Know? Get a Business Health Check!
Today, we are talking about how to know what you don’t know in your business. A business health check is a good place to start. So what is a business health check, where can you go to get one and what will you learn about your business in the process? We are talking...
#13: What’s the One Thing We Wish More Business Owners Knew?
There is one thing we wish more business owners knew. We are talking about what that one thing is, providing Jami’s insights from working with business owners over the years, talking about some resources available to help with this and how you might be able to improve...
#12: What’s Your Why?
This week’s episode is focused on answering the question, “What’s your why?” What we cover in this episode: 1:09 - Introduction to Katina Peters 1:53 - Why does the “why” matter? 5:42 - Finding your “why” can help with overwhelm 7:12 - Simon Sinek 9:28 -...
#11: Who are the Women Behind PJS & Co. CPAs?
Now that you’ve had the chance to listen to our Strategic Planning Series intro, we wanted to introduce you to our company, PJS & Co. CPAs, and our background. The purpose of today’s episode is to give you a background on our firm, our virtual business model, our...
#10: Strategic Planning – Ongoing Monitoring & Motivation
In this final episode of our 10-Part Strategic Planning Intro Series, all three owners, Katina Peters, Jami Johnson and Jaime Staley, are on speaking about ongoing monitoring and motivation. The goal of today’s episode is to give you tips you need to keep the right...
#09: Strategic Planning – Tools Needed
Episode #9 in The Cultivating Business Growth Podcast is focused on tools needed in our 10-Part Introductory Strategic Planning series. What we cover in this episode: 2:00 - #1 tool is people 8:04 - Industry data for KPIs 11:40 - Financial and non-financial...
#08: Strategic Planning – Digging Deeper – KPIs
In this episode of the Cultivating Business Growth Podcast, we are discussing KPIs, or Key Performance Indicators. The goal of this episode is to help you understand the importance of KPIs, the various types available to you and how to determine which ones are most...
#07: Strategic Planning – Digging Deeper – Other Infrastructure
Our seventh episode in our introductory 10-Part Strategic Planning Series is focused on infrastructure. More specifically, we are discussing automation of processes and how investing in the setup of that infrastructure can save your time, sanity and business overall....
#05: Strategic Planning – Digging Deeper – Sales & Marketing
The focus of this episode is sales and marketing in the fifth installment of our 10-Part Strategic Planning Intro series to our Cultivating Business Growth Podcast. Our goal in this episode is to give you an overview of what to focus on when it comes to creating your...
#06: Strategic Planning – Digging Deeper – Human Resources
Today’s episode is the sixth installment of our introductory 10-Part Strategic Planning Series, focused on Human Resources. This Strategic Planning Series is kicking off our new podcast, Cultivating Business Growth. We are answering questions like, when do you need...
#04: Strategic Planning – Digging Deeper – Budgeting
In this fourth episode of our 10-Part Strategic Planning Intro Series, we are taking our first deep dive into budgeting. We are walking you through what you need when it comes to budgeting in the strategic planning process, as well as providing a free template to get...
#03: Strategic Planning – Goals for the Next Quarter
The focus on today’s podcast episode is to break down your goals for the next quarter. These quarterly goals will become your action plan and now it’s time to start implementing changes and monitoring your progress as we work toward your 12 month and, ultimately, 3...
#02: Strategic Planning – Goals for the Next 12 Months
The focus on today’s podcast episode is to break down your annual business goals. This is the second episode in our 10-Part Strategic Planning Series. We are breaking this down into next steps after you’ve established your vision and 3 year goals in episode #01. We...
#01: Strategic Planning – Vision & Long Term Business Goals
Welcome to the Cultivating Business Growth Podcast. We are so excited to kick off our podcast with this 10-Part Strategic Planning Series! We cannot wait to share our passion for business planning, growth, and constantly working to balance lifestyle with you! ...
10-Part Strategic Planning Intro Series
#10: Strategic Planning – Ongoing Monitoring & Motivation
In this final episode of our 10-Part Strategic Planning Intro Series, all three owners, Katina Peters, Jami Johnson and Jaime Staley, are on speaking about ongoing monitoring and motivation. The goal of today’s episode is to give you tips you need to keep the right...
#09: Strategic Planning – Tools Needed
Episode #9 in The Cultivating Business Growth Podcast is focused on tools needed in our 10-Part Introductory Strategic Planning series. What we cover in this episode: 2:00 - #1 tool is people 8:04 - Industry data for KPIs 11:40 - Financial and non-financial...
#08: Strategic Planning – Digging Deeper – KPIs
In this episode of the Cultivating Business Growth Podcast, we are discussing KPIs, or Key Performance Indicators. The goal of this episode is to help you understand the importance of KPIs, the various types available to you and how to determine which ones are most...
#07: Strategic Planning – Digging Deeper – Other Infrastructure
Our seventh episode in our introductory 10-Part Strategic Planning Series is focused on infrastructure. More specifically, we are discussing automation of processes and how investing in the setup of that infrastructure can save your time, sanity and business overall....
#05: Strategic Planning – Digging Deeper – Sales & Marketing
The focus of this episode is sales and marketing in the fifth installment of our 10-Part Strategic Planning Intro series to our Cultivating Business Growth Podcast. Our goal in this episode is to give you an overview of what to focus on when it comes to creating your...
#06: Strategic Planning – Digging Deeper – Human Resources
Today’s episode is the sixth installment of our introductory 10-Part Strategic Planning Series, focused on Human Resources. This Strategic Planning Series is kicking off our new podcast, Cultivating Business Growth. We are answering questions like, when do you need...
#04: Strategic Planning – Digging Deeper – Budgeting
In this fourth episode of our 10-Part Strategic Planning Intro Series, we are taking our first deep dive into budgeting. We are walking you through what you need when it comes to budgeting in the strategic planning process, as well as providing a free template to get...
#03: Strategic Planning – Goals for the Next Quarter
The focus on today’s podcast episode is to break down your goals for the next quarter. These quarterly goals will become your action plan and now it’s time to start implementing changes and monitoring your progress as we work toward your 12 month and, ultimately, 3...
#02: Strategic Planning – Goals for the Next 12 Months
The focus on today’s podcast episode is to break down your annual business goals. This is the second episode in our 10-Part Strategic Planning Series. We are breaking this down into next steps after you’ve established your vision and 3 year goals in episode #01. We...
#01: Strategic Planning – Vision & Long Term Business Goals
Welcome to the Cultivating Business Growth Podcast. We are so excited to kick off our podcast with this 10-Part Strategic Planning Series! We cannot wait to share our passion for business planning, growth, and constantly working to balance lifestyle with you! ...