Profit Answer Man: Scaling with Profit First & Beyond

Rocky Lalvani
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Jun 22, 2021 • 36min

Ep 64 Clever Profits with Adam Rundle

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes BIO: Adam Rundle is a management accountant and former law firm CFO originally from South Africa. He moved to the US over 5 years ago and started helping online entrepreneurs grow and scale their businesses with his strategic finance background. When he's not working with his clients, he coaches rugby in Annapolis at the US Naval Academy which was a dream of his as a child. He now gets to live his dream as a father, entrepreneur, and rugby coach! https://cleverprofits.com/ Adam@cleverprofits.com https://www.youtube.com/channel/UCVCfIOOpCzwUP5xtWS6MALA https://www.facebook.com/groups/ProfitandGrowth More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Jun 15, 2021 • 36min

Ep 63 Profit First & Systems with Gwen Bortner

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Gwen has always been interested in a wide variety of things. She had originally planned on being a math teacher but her immediate future took a different path when she discovered computer programming back in the early '80s, when PCs were a novelty, and dial up was the hottest technology. This led to a decade and a half career spanning from those first years of dial up to the early stages of wireless, during which she ran her own consulting company, worked as a consultant for Ernst & Young LLP, and ran the IT department for a competitive phone company. As a consultant, she has worked with clients ranging from Sprint, to a machine shop supplying high-tech wheelchair parts, to the largest international distributor of bull semen. Fifteen years after making the logical and obvious transition into professional knitwear designer and instructor, Gwen returned to her first loves of consulting, speaking and training. As a natural educator, meeting new people and sharing her knowledge, experience, and insights is one of her greatest joys. Leveraging her breadth of operational expertise, Gwen works with coaches and consultants who have plateaued and are ready to move to the next level. With a focus on improved business operations utilizing her GEARS framework, Gwen describes herself as a virtual, fractional COO. For more information on how Gwen helps her clients grow profitable businesses, and to get down-to-earth business advice visit http://gwenbortner.com/. More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Jun 8, 2021 • 35min

Ep 62 Money Mindsets in Business with Karen McCall

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Bio: Karen McCall went from dodging IRS calls to helping thousands of people get out of debt and build a life and business they love. Karen is the founder of the Financial Recovery Institute and World Class Money Coach Training and now, at age 77, she is the creator of the money management program MoneyGrit™. Karen has spent the last 33 years working with small business owners and she's seen many struggle with self-employment. She has worked with hundreds of solopreneurs and small business owners to help them build lucrative, successful businesses that are not only profitable but feed their soul. https://www.financialrecovery.com/ https://moneygrit.com/ More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
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Jun 1, 2021 • 36min

Ep 61 Understanding Cash Flow with Jeff Prager

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Bio: Jeff Prager is a "retired" CPA/CEO/CFO, author, speaker, and founder and/or owner of several successful multimillion-dollar companies including Ashworth Golf Clothing, a large land development company and the second-largest privately-owned home builder in Colorado. Although he tried multiple times to retire, his real passion is bringing the CFO function to small to medium-sized businesses at an affordable rate. Jeff and his partner Adam have created a proven process to help business owners have a clear path to improve their business that fulfils the owner's intent when they started it.… in less time and with less stress. They have put together a team of energetic 'CFOs' to help their clients through this systematic process. The CFOs seek to understand their clients' current situation and then help them develop a custom plan to improve their business and achieve tangible benchmarks. They call it The CFO Project. https://thecfoproject.com/ More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Chief Profitability Officer Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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May 25, 2021 • 35min

Ep 60 Making Your Business Buyable with Steve Preda

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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May 18, 2021 • 40min

Ep 59 Profit First for Professionals with Kristen David

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Kristen David, a former trial lawyer who went from working 85 hours a week and taking home way too little money in her law firm, built it up to a million-dollar-plus business that thrived without her. Since selling her law firm business, she now empowers business owners to build profitable businesses that are self-managed. Kristen's no-nonsense approach & results-oriented methodology has allowed her to help more than 1,500 business owners better manage their businesses. She also walks the talk and practices what she preach. She runs her virtual business from around the world living 1/3 in Seattle, Wa, 1/3 in Paris, France and 1/3 traveling. Website: www.uplevelingyourbusiness.com Facebook: https://www.facebook.com/The.Kristen.David Instagram: https://www.instagram.com/thekristendavid/ LinkedIN: https://www.linkedin.com/in/kristendavid Twitter: https://twitter.com/kdavid12 YouTube: https://www.youtube.com/TheKristenDavid More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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May 11, 2021 • 39min

Ep 58 Profit First with Jeff Mendelson

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Jeff Mendelson is the founder of Effectivo.Social, a digital marketing company located in Miami, FL. With deep international business experience, Jeff has successfully transitioned from various tech and sales positions to becoming a consummate entrepreneur. He started and built his company with a foundation that include delivering services at scale and employing a world-wide network of freelancers, bloggers, web designers and project managers. Since going independent (i.e. fired from his last job) in January 2009, Jeff has dedicated himself to designing his own lifestyle and enabling his staff to do the same. Jeff continues this tradition of paying it forward and lifestyle design by traveling and working out various locales worldwide. As a big fan of WeWork and collaborative workspaces, networking and empowerment are the hallmarks of his success, and that of his team. https://jeffmendelson.com/ More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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May 4, 2021 • 34min

Ep 57 Financial Fitness with Tracey Bissett

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes BIO: Tracey Bissett is on a mission to redefine the world's economic future by increasing the financial literacy of entrepreneurs, also known as financial fitness. With over 20 years of experience in the financial services industry, Tracey can help entrepreneurs across all industries, both on and offline. As the founder, President, and Chief Financial Fitness Trainer at Bissett Financial Fitness Inc., Tracey helps her clients understand and improve their level of financial fitness with a goal of increased confidence using their financial skills so they can be successful in their financial lives. In addition, Tracey is a professor at Centennial College's School of Business and regularly leads speaking engagements to increase financial fitness awareness. www.bissettfinancialfitness.com @BissettFinFit free offer: http://cashcoach.biz/ More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Apr 27, 2021 • 38min

Ep 56 Profit First Bookkeeping with Ean Price Murphy

Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Apr 20, 2021 • 34min

Ep 55 Profit First for Woman Business Owners with Colleen Biggs

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Bio: Colleen Biggs is an International Inspirational Speaker, Strategic Business Growth Coach, Chief Inspiration Pioneer and officer of Lead UP for Women, a community that boasts tens of thousands of female entrepreneurs that are driven by their passions, support and promote others with purpose to fuel female voices with power that are leading the way for all women world-wide to dominate the entrepreneurial market. https://www.leadupforwomen.com/ More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f

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