Bake More Pies’ Post

Ready to make your business stand out? 🌟 Discover what sets you apart and learn how to put that unique spark into action. 💪 Dive into one of our latest episodes for insights on identifying and leveraging your business's strengths: https://zurl.co/o146

I recently had the pleasure of being a guest on the Law of Relevancy podcast with Cordes Owen. We discussed the core principles behind Fiscal Advocate, Inc. which is to help professional service owners maximize their financial performance. Fiscal Advocate serves as a fractional CFO, providing financial stewardship specifically for marketing agencies, powered by Engine BI software. Engine BI offers budgeting, forecasting, and business intelligence insights, enabling us to deliver comprehensive financial management services. We discussed the three most important key metrics: cash relative to monthly overhead, profit margin, and year-over-year revenue growth. I introduced our CPR score, which combines these metrics into a single, comprehensive measure of financial health, akin to a credit score for your business. This score helps agencies and professional service companies ensure they are financially resilient and well-positioned for growth. We also touched on the impact of AI and the importance of innovation and R&D to stay ahead in a rapidly changing market. I emphasized the need for clear goal-setting, strategic budgeting, and maintaining transparency with your team to foster alignment and achieve long-term success. For those looking to enhance their agency’s financial management and growth, consider the insights we discussed. It’s all about making smarter decisions with your time and money. ---------------------------- 👤 Jon Morris   💼 Helping Professional Service Companies Manage Their Finances   If you like what I share, consider:   📬 Subscribing to my LinkedIn newsletter, Fiscal Focus   🤝 Connecting with me on LinkedIn   🔔 Ringing the bell on my profile.

From paper maps to GPS, the evolution of navigation mirrors the journey of selling a business. Join us in our latest episode of 'The Ins and Outs of Selling a Business', with guest Denis M. Horrigan, CFP®, CEPA® as we discuss the complexities of exit planning and why it's crucial to adapt your strategy along the way. Watch here: https://lnkd.in/egu97Fq4 Listen here: https://lnkd.in/e5vcvEHS

In this episode, Pat breaks down why its great to get an assessment of your business and presents an offer to help you get on the path to your own ideal business. https://lnkd.in/eM59Meeu

In this episode, Pat breaks down why its great to get an assessment of your business and presents an offer to help you get on the path to your own ideal business. https://lnkd.in/eibP8U2e

Brett Young, CEO of Erb and Young, joins us to discuss building relationships. A relationship becomes valuable to a client for two primary reasons: trust and access. So how do you build relationships, build your value prop and ultimately build your book of business? Start by building trust and providing access. But then you run into a problem: scale. How do you deliver on trust and access while still being able to scale your business? Listen in. Enjoy the episode! Listen here: https://apple.co/43zuHS2 Watch here: https://bit.ly/4bUDscH

Need Quick Results? Let's Laser In! Stuck on a specific issue that’s slowing you down? My Laser Consult Session is your fast track to clarity and action. In just one focused session, we’ll pinpoint your most pressing business challenge and devise a strategy to overcome it quickly. Don't wait—book your session now, and let’s get you moving forward! Learn more: https://lnkd.in/exyft4Mp

In this episode, Templeton gets a second (?) chance and corrects the errors of his past mistakes. Learn how he wiggles his way out of this sticky situation and how you can apply it to your own business!

Mark your calendars folks - April 15 -17, 2024! This 3-day conference was designed uniquely for you to help...Build your business, Grow as an individual & an owner, and Learn best practices & how to scale. We look forward to seeing you in Greenville, SC! Got questions? Comment below and let's start the conversation!

Need Quick Results? Let's Laser In! Stuck on a specific issue that’s slowing you down? My Laser Consult Session is your fast track to clarity and action. In just one focused session, we’ll pinpoint your most pressing business challenge and devise a strategy to overcome it quickly. Don't wait—book your session now, and let’s get you moving forward! Learn more: https://lnkd.in/eHrw3ax8