Going Beyond the Numbers with PlumbBooks w/ Cheryl Lanahan

As the service business industry continues to grow, it's more important than ever for business owners to have a firm handle on their finances. That's where Cheryl Lanahan from PlumbBooks comes in. 

On this episode of Service Business Mastery, Cheryl discusses her background and how she got started with PlumbBooks. She talks about the problems she saw when working with contractors and how she turned that data into actionable intelligence. Cheryl explains what the process looks like for cleaning up books that are in disarray. Finally, she gives advice on what business owners should be thinking about as they plan for the new year. Joshua Crouch from Relentless Digital discusses with Cheryl about:

• How she got started with PlumbBooks and her professional background
• What problems Cheryl saw working in the service business industry and how she applied that data towards improving the business’ financial process and output for clients.
• When business owners should be thinking about their work as they plan for the new year.
• What the process looks like for cleaning up books that are in disarray.

Whether you're just getting started in the service business industry or you've been in business for years, this podcast interview is a must-listen. You'll come away with actionable advice that will help you take your business to the next level.

Check out these resources we mentioned during the podcast:

• This episode is kindly sponsored by Sera (visit their website) and CompanyCam (visit www.companycam.com/SBM for 14 day trial and 50% off your first two months), and UpFrog (visit there website).
• Join the Service Business Mastery Facebook group

Meet the Hosts:

Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn.

Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.

Meet the Guest: 

Cheryl Lanahan is the Founder of PlumbBooks. She is dedicated to providing meaningful, accurate, and on-time custom reporting so that decision makers understand their financial position and can make informed money moves. Cheryl’s goal is to have a business where people love to work, clients are wowed with their services, and providing value is #1. PlumbBooks has helped clients grow their businesses, adjust their spending so that they are more profitable, and feel completely at peace that their books are in great shape. When not working, Cheryl enjoys playing a little Zelda Breath of the Wild, and she can’t wait for the next one to come out.

LinkedIn: https://www.linkedin.com/in/cheryl-lanahan-531560a8/ 

Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.  

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