Business Strategy for CPA's

Today, I’m talking to you about letting go of past mistakes that you've made in your business. Running a business is simply a series of making mistakes, right? Until we find the things that work. And if we hold on to making mistakes we just drag them around. And it costs us time, energy and focus. What is the thing that you're holding on to? What's keeping you from letting it go? A lot of mistakes we're capable of simply just letting go and moving on. But we have certain mistakes that, for whatever reason, we just hold on to. And we can't seem to find a way to put it down and move on. What we have today are some examples of the mistakes that we hold on to and drag around, some questions you might ask yourself when you notice yourself holding on and you want to let go. I'll close out the episode with one of my favorite writings by Safire Rose called She Let Go. Ladies, I would love to hear from you. What’s your biggest takeaway from this episode? Come and share in the She Thinks Big Facebook page. She Let Go (Poem by Safire Rose) - https://safire-rose.com/books-and-media/poetry/she-let-go

When was the last time you explored your relationship with money? Your Relationship with Money Today’s episode is Part 1 of a multi-part series about your relationship with money. In this episode, I'm going to talk about how you talk to the universe about money. Parts 2 and 3 will be about resenting money and unconditional love for money. Two episodes that might just blow your mind! Sending Mixed Signals? In today's episode I'll be talking about how you might be sending mixed signals to the universe when it comes to money. How the messages you send may be holding you back in your business. And what you can do to square up your signals. There's a problem here: By not exploring your relationship with money, by hanging out with old, unhealthy behaviors around money, if you're not aligning your desires with your actions, you are sending mixed signals to the universe. And it is likely that you are leaving truckloads of income. Creating A Relationship with Money So how does one even begin to understand one's relationship with money? How do you even go about creating a relationship with money that you want to have? What if your relationship with money were to be really clean and healthy? Download this PDF for some questions that you can ponder on about your money mindset. Think about the ways that you might be sending mixed signals to the universe when it comes to money. And have a look at how the messages that you are sending might be holding you back in your business. Look at what you say you want and compare that to your behaviors. And start squaring up your signals. Ladies, I want to know: What is one thing that you are going to start or stop doing? I would love to hear from you. Come and share on the She Thinks Big Facebook group page. Download PDF: Money Questions  

Today’s guest is Anne Torrez of Tri It Your Way Coaching. She coaches triathletes who are ready take their performance to the next level. If you’re wondering what actual coaching is like, here is a raw, barely edited session where neither of us is giving any mind to the possibility that this might be aired. Anne wanted help fleshing out her thoughts around a possible talk that she wanted to deliver at a conference. We explore her topic idea, about mentally strong women. Why is it important to be mentally strong, particularly as women in the sport of triathlon? Two things I want to point out from this episode: First is the deep desire that so many of us have to support other women on their path to peak performance and how playing small can infiltrate so many areas of our lives. I love how Anne uses the sport of triathlon as a window into our own beliefs about what we are capable of accomplishing. Second is that our conversation and subsequent piecing together of her thought leadership came from a tangent that my intuition wanted to take her on. Too often we ignore our own inner knowing, our own intuition. So if you’re drowning out your inner knowing with brainly logic, you might be missing out on accessing a place of deeper knowledge. What are your main takeaways from this episode? I hope you’ll share on the She Thinks Big Facebook group page.   Connect With Anne: Website: TriItYourWay.com https://www.triityourway.com/ Email: Anne@TriItYourWay.com   Links about Neurons in Your Gut: https://en.wikipedia.org/wiki/Enteric_nervous_system https://www.psychologytoday.com/us/blog/the-fallible-mind/201701/the-pit-in-your-stomach-is-actually-your-second-brain

Today’s guests are Lesley Von Eschen, PA - C, and Carol Bridges, MD, co-CEOs of CostCare. CostCare is a state-of-the-art medical office in Missoula, Montana that aims to combat the inaccessibility and high cost of health care. It provides convenient, easy access to care, transparency and affordable pricing. CostCare began as a walk-in clinic, but has since expanded into family practice, with direct primary care, occupational medicine, and wellness. We talk about how they got started, the struggles and challenges that they have faced along the way, and their vision for transforming the way healthcare is practiced as we know it. Direct Primary Care Business Model in Healthcare In today’s healthcare situation, there’s no free market competition in medicine because insurance companies dictate prices. There’s a lot more money in people getting sick than people getting healthy. Find out why the doctors believe that the direct primary care business model is going to be the solution for primary care in the US. Their vision is to have a complete outpatient center under the Direct Primary Care model, where you have primary care, integrated behavioral health, physical therapy, a pharmacy, an endoscopy unit to have colonoscopies done, and extended urgent care. What they need to make that vision happen is to have an investor who wants to make a point, who’s interested in making a statement and proving that this can be done. Listen to the podcast and be inspired by how these courageous ladies fight everyday to make change to bring down the cost of healthcare. What are your main takeaways from this episode? I hope you’ll share on the She Thinks Big Facebook group page. Connect With CostCare: Website: CostCare.com

Today’s guest is Jodi Flynn of Women Taking the Lead podcast. We talk about about all things not good enough, which a lot of women are struggling with. “I’m not a good enough mom/wife/business owner.” “I’m not smart enough.” Overcoming "Not Good Enough" How do you overcome “I’m not good enough?”  You just have to be aware of it, see it for what it is. It’s your Inner Critic telling you you’re not good enough to do this or have this. You don’t need others’ permission to move forward. The only person you need permission from is yourself. You have to give yourself permission to just be good enough. Think of all the behaviors you display or the lack of actions you take because you don’t feel good enough to take them. What is this costing you in your life? What are all the things you’ve done or not done as a result of not feeling good enough? Call to Action and Main Takeaways Here’s our call to action for our listeners: Will you give yourself permission to believe that you are just good enough exactly as you are? One of my main takeaways was to continue to be a keen observer of all the different slippery and clever ways that believing not enough plays out in my clients' lives and businesses. Questions to Ask Yourself Here are questions to help yourself when you’re caught in the line of I’m not good enough thinking: What do I need to believe instead? Or what do I want to believe instead? What if I believe the opposite of what I’m currently believing? What would happen right now if I changed this line of thinking? If I fully 100% believed in myself what would be different? When you envision the person you want to be, the person that you’re becoming, imagine yourself getting really angered on who that person is, and ask her what does she believe about herself. If you’re really stuck doubting yourself: List out 10 ways that you are exactly enough. What in this moment will I choose to believe? I’m curious to know what your main takeaways were and what you got out of this episode. I hope you’ll share on the She Thinks Big Facebook group page.   Reminder: Lightning Strategy Sessions go up in price on May 1st. Lightning Strategy Sessions are great for solving 1 to 2 big problems that are in your way in your business. You can also clarify your priorities and create a plan that works for you. To know more, click on Strategy Session under the Work with Me tab on this website.   Connect With Jodi: Email: jodi@womentakingthelead.com  Website: Women Taking the Lead    Work with Geraldine: Strategy Session 1:1 Coaching VIP Day

I have four clients who have similar businesses. Very similar women from the same town. Yet they’re in different places in their business. Why? Because of the thoughts, beliefs, perspectives and filters that they have. This is the power of the mind to shape what you create. In this episode I want to dive into how your thoughts create your life. Unintentional Thoughts, Feelings and Emotions Back in Episode 022, I talked about unintentional thoughts which inform unintentional feelings and emotions, out of which you make choices, which lead to your actions, which yield your results. And you compile your results over time and that’s how you create your life.    Change Your Thinking If you want to change your life and grow your business, you need to change your thoughts. If want to get to the next level, you’ve got to develop a new series of thoughts, a new perspective, and have new filters so that you can create the next level of what you want in your life. You have to change your thinking. Think Intentional Thoughts You have to examine your unintentional thoughts so that you don’t live your life by default. What I want for you is to be thinking intentional thoughts. You need to be thinking intentional thoughts to generate the feelings that you want to feel, to make the choices you want to make that are going to lead to the actions and results that you want to get. And if you’re not getting what you expect to get, then you go and create it for yourself. This is one of the things that I do with my clients. To help them imagine the business that they want to have, the life that they want to have. Head on over to my website if you’re ready to get the clarity that you’re looking for. What was your takeaway from this episode? Come share in the She Thinks Big private Facebook Group. It’s free, and it’s the best place to be if your big ideas need airtime and support to grow. Watch: Awareness Test Work with Geraldine Carter: Strategy Session 1:1 Coaching VIP Day

It’s the end of the quarter, and I want to know if you’re on track and if you met your Q1 goals. And today I today I want to talk to you more broadly about setting goals. Many of you set goals, many of you don’t. So I want to share with you How you benefit from having clear goals What topics or KPI’s you might set goals around Setting ranges What’s great about quarterly goals Address the emotional aspect around goal setting, because many of you get tripped up here in a few key ways #1 Mistake I see my own clients make when setting goals - so I will share that at the end. Goals in your business are like the rudder is in a sailboat. It helps you track a course. It helped you go in the direction you want. You catch/harness the energy of the universe in your sails, and your goals point you toward where you want to get.  If your boat doesn’t have a rudder, it just gets blown in the direction of the wind. If your business doesn’t have goals, it’s going to float along with the whim of the month. Lewis Carroll in Alice in Wonderland, If you don’t know "If you don't know where you're going, any road'll take you there". Yogi Berra said, You’ve got to be very careful if you don’t know where you are going, because you might not get there.  Goals help to design where you want to go. It’s in the process of setting goals that you gain clarity of what you need to do to achieve your goals, and it / they also help you determine your priorities moving forward. Clear goals also show you where you need to focus your time, and where you need to focus your mind. It’s with your mind that you create your business and your life, so reigning in your thoughts and pointing them all in the same direction will enable you to achieve your goals more quickly. Setting goals helps you identify what is working in your business, and what is not.

Do you have trouble making decisions quickly and with clarity? Do you get stuck spinning, thinking the same thoughts again and again with no new insights? Do grapple, overthink, and wonder if you're missing something? In today's episode, I offer up a simple and easy-to-use tool for making better decisions faster and with increased clarity.  I use the analogy of Mendel (did you know he was a monk?) and his pea plants, to help illustrate how your thinking can be spread out to better see information that is hiding right in front of you.  The challenge is that, in making a decision, people tend to focus on the "fear" box of the matrix, and then fixate on it, as if that particular outcome is a highly likely occurrence - which, usually it is not. Or at least, it's effects can be mitigated with appropriate forethought.  What they miss seeing, because they are fixated on the "fear" box, is a more legitimate concern, hiding in plain sight in another part of the quadrant, that is a much more likely scenario, and, a worse outcome.  I walk through 6 examples to illustrate how this plays out, and provide you with a blank template tool that you can easily use when faced with a decision that has you stuck.  You can download it here.  ***NEWS FLASH***  If you are looking for clarity around one or two key topics in your business, consider a Lightning Strategy Session. In 45 minutes, we can help you find the clarity you need and deserve to run your business better. The price goes up to $497 on May 1st, but you can book one now for $297. Know that I would love to help you grow your business.  What was your takeaway from this episode? Come share in the She Thinks Big private Facebook Group.  It’s free, and it’s the best place to be if your big ideas need airtime and support to grow.

Do you have your sights set on a conference or event that you want to speak at? How can you increase your chances of being chosen? Today I talk with Julie Fry, the owner of Business Among Moms, and the Business Among Moms Success Summit. Julie tells us her best Do’s and Don’ts around the process of applying to speak. We also talk about how to get the most out of attending a conference, what to think about in advance, and who you might want to speak with.  

Your questions around financials and KPIs in your business get answered in this conversation with Hannah Smolinkski, of BrightenUp Financial.  As a Virtual CFO, Hannah is a strategic partner in the financial side of owners' businesses.  We talk about the importance of tracking Key Performance Indicators, which ones to track, and what each one can reveal. A favorite is Net Cash: a measure of your overall debt. It's not on your Balance Sheet: you need to calculate it by hand.  We talk about how women differ from men in running their businesses, and that it is borne out in the numbers.  We also include a number of links to resources you might find helpful in managing the numbers in your business.