Business Strategy for CPA's

Have you ever felt awkward answering your kids questions about sex? Well my guest today knows exactly how you feel. Amy Lang teaches adults how to talk about sex and sexuality to kids.  She has been an educator for more than 25 years, and has a degree in adult education. And volunteered as a sexual health educator.  In 2005 she decided to put the two together, and her company, Birds and Bees and Kids was born.  Today Amy teaches adults how to talk to kids about sex and sexuality so they can grow up to be whole, healthy adults.  And, I know you’re disappointed… but today instead of talking about sex we’re going to talk about the super successful business that Amy has built, the mistakes, and what she has learned along the way.  I absolutely love talking with Amy. She’s down to earth, funny, and never takes herself too seriously.  I want to call particular attention to this phrase that Amy slipped in - she said, “I didn’t envision myself as an entrepreneur because I just wanted to help people.” Ladies, you can be an entrepreneur AND help people. In fact, you can help LOTS of people. Just look at Oprah Winfrey. Incredibly successful entrepreneur, and HUGE impact helping millions of people. So if helping people is what you want to do, then be an entrepreneur, and make money. The more money you make, the more people you can help.  And ladies, I know you want to have a big impact in the world, and I hope you will open your arms up wide to being an entrepreneur and making the money you need to support your big vision.  And remember, Amy’s big ask is a connection to someone at the high levels of organizations like Girl Scouts or Campfire so she can increase the size of the audience she reaches and the number of kids she impacts.  Ladies, what were your key takeaways? Come share in the She Thinks Big Facebook group. Find out more about Amy and her work:  Website Birds & Bees & Kids  Podcast Just Say This!  Work with Geraldine: Strategy Session 1:1 Coaching VIP Day

I’m back from the B A M Success Summit, hosted by Julie Fry, which took place in Seattle a couple weeks ago.  Business Among Moms is more than just an annual conference, it’s a collection of more than 30 locally-based chapters around the country, and a whole lot more.  In this episode I gather takeaways from some of the great women I met.  Kate Ahl, founder of Simple Pin Media, makes Pinterest Marketing easy to understand and implement without feeling overwhelmed. Website: https://www.simplepinmedia.com Facebook: https://www.facebook.com/simplepinmedia Twitter: https://twitter.com/simplepinmedia Pinterest: https://www.pinterest.com/simplepinmedia/ LinkedIn: https://www.linkedin.com/in/kate-ahl-79a653107/   Katy Blevins Calabrese is the Chief Leadership & Training Officer for Business Among Moms.  Website: www.businessamongmoms.com  Facebook: https://www.facebook.com/katyblevins Instagram: https://www.instagram.com/seasonofkaty/ Twitter: https://twitter.com/seasonofkaty LinkedIn: https://www.linkedin.com/in/katyblevins/ Michelle Cooper owns Alchemy Accounting. Alchemy Accounting uses the Profit First cash management system. Her team is trained and certified by Profit First professionals to guide business owners and entrepreneurs in maximizing their profits through excellent bookkeeping and accounting. Website: http://MichelleBCooper.com Website: http://AlchemyAccounting.ca Facebook: https://www.facebook.com/michelle.h.cooper.9   Karen Nelson helps website owners use Facebook ads and Pinterest ads to drive traffic to their products. Email: Karen@karenjnelson.com Website: KarenJNelson.com Facebook: https://www.facebook.com/KarenJNelsonDigitalSupport/ Instagram: https://www.instagram.com/karennelsondigital/   Melina Palmer is the founder of Brainy Business. She helps companies of all sizes to incorporate behavioral economics in their businesses, to make them “”brain-friendly” to increase conversions and ROI. Website: www.thebrainybusiness.com Podcast: Listen to the Podcast Youtube: Check out my speaker reel! What I got from the summit is countless, genuine, authentic, fun, and valuable connections. Because of the time that I spent connecting with amazing women, I’m not noticing just an uptick, but rather like an explosion of activity in my business. If you want to know more about the BAM Success Summit, go to https://bamsuccesssummit.com. Registration and tickets reopen in December. Register here:   https://www.eventbrite.com/e/2020-bam-success-summit-conference-all-access-tickets-61727767414 Ladies, what’s your takeaway from this episode? Come share in the She Thinks Big Facebook group.   Work with Geraldine: Strategy Session 1:1 Coaching VIP Day  

My guest today is Kim Bostrom, of Dancing Goat Gardens and the Hope Center. In 2014, Kim left her job in the pharmaceutical industry, ready and in need of a change. A few years later, Kim and her husband Jay founded two companies and a non-profit all housed under one roof: To provide education, wellness, and cannabis products to those looking for alternative therapies. You may have heard of CBD oil: it’s legal at the federal level, but up to each state to manage it. That’s not Kim’s only challenge as a business owner: she’s in an industry that is a patchwork of sometimes clear, sometimes ambiguous, sometimes downright contradictory laws. And, she is part of a small but growing force of women aiming to shift the old black market paradigm to one that is legitimate and operates above board. It’s hard enough to start a business. Never mind one that has all kinds of hoops to jump through, won’t let you use traditional banking, and won’t let you market your products. I admire Kim’s courage to lead in an industry that carries around all kinds of baggage, stereotypes, and pigeonholes, and the effort required to shift the paradigm in an industry that has operated in the shadows for so long. I am also grateful to Kim and her husband Jay, not as a user myself, but on behalf of those who do legitimately need medical cannabis. I want to say it’s high time, but that’s a terrible pun, that we give this plant the recognition it deserves for its medicinal properties, and get it off the black market. Ladies, what inspired you about Kim, and the work she and Jay are doing? Know that I would love to hear from you. Come share in the She Thinks Big Facebook group. Get in touch with Kim: Dancing Goat Gardens website Dancing Goat Gardens Facebook page Dancing Goat Gardens Instagram page The Hope Center website The Hope Center Facebook page The Hope Center Instagram page Work with Geraldine: Strategy Session 1:1 Coaching VIP Day

Finding Solutions to the Problem of Childcare I love it when people see a problem and they go, “Huh, I wonder if I could fix that?” Today’s guest, Erica Mackey, did just that. She returned to work with her six-week old only to find that basic childcare is basically broken. But rather than shrug her shoulders in resignation, she asked herself if she could use business to address the problems in childcare. Now, two years in, with 17 employees and 40 educators, MyVillage is a community of high-quality, in-home childcare and preschool programs in Colorado and Montana, with plans to expand nationwide. Erica’s Vision for MyVillage Erica’s vision for MyVillage is to see a network of incredibly talented and skilled caregivers and educators that are community leaders. And to inspire children to do the same, and create and instill that sense of confidence and the skill set to be able to act on that confidence. Which means a sea of entrepreneurs, of budding educators, and of capable children who are ready to be the citizens of this country that we deserve. What Erica Asks from the She Thinks Big Community Erica asks that you reach out and encourage anybody you know in your network who just needs a little confidence boost to be able to take the next step forward. If you have somebody who has touched you or your family in a way that you know that they would be incredible at providing this service to their community, reach out and encourage them to check it out because sometimes it just takes a little nudge to get over that initial fear. I’m just blown away by what Erica and her team are creating, in the same way that I was blown away when I first used Lyft and Square. MyVillage is taking a system that was so archaic and bringing it into the 21st century and solving dozens of problems elegantly in one fell swoop. Thank you, Erica, for your big vision. Ladies, I would love to hear from you. What is your biggest takeaway from this episode? Come and share on the She Thinks Big Facebook group page. Get in touch with Erica: https://www.myvillage.com/ https://www.linkedin.com/in/ericamackey/ Work with Geraldine: Strategy Session 1:1 Coaching VIP Day

Miri Disney Faller of Back on Track Physical Therapy is a Physical Therapist who helps those with neck and low back pain, headaches and vertigo return to wellness. Like many health and wellness practitioners, she sometimes finds it challenging to run the business side of things the way that she wants, so that the patients, the time and the finances all balance out. It gets even trickier in the summer when the usual calendar goes out the window.   Today, we take some time to look ahead of summer and get real about putting plans into the calendar so that we can see what the implications are for various work schedule, so that she can decide what choices she has to make around how many patients she can see and when. We talk about what is the balance she can handle and find a compromise that she can live with. One of the pieces I hope you'll listen for in this episode is how Miri has some reluctance to get specific. The temptation is to leave things loosey-goosey. But loosey-goosey often leaves the door open for negotiating with yourself at a later date, justifying choices that aren't aligned with what you want to create in your life and dropping out on your bigger vision. In this episode I help Miri get really clear about the summer that she's trying to create and not let her slide where she wants to leave the crack open, all in service of enjoying both her work and her family time. If you're looking for Miri because you have a headache, neck, low back pain or vertigo, you can find her on backontrackptmt.com. And if you need some guidance planning out your summer, you can download a Prep Your Summer Calendar PDF from the link below. Ladies, I would love to hear from you. What is your biggest takeaway from this episode? Come and share on the She Thinks Big Facebook group page. Links: Download PDF: Prep Your Summer Calendar Back on Track Physical Therapy Work with Geraldine: Strategy Session 1:1 Coaching VIP Day  

In this episode, we’ll be talking about Key Performance Indicators or KPIs in your business, why measuring them is important, and how to think about which ones you should be measuring. Most business owners I run into are not tracking much more than revenue, expenses, and net income. What we don’t realize is that sometimes, there’s information that’s hidden, and it’s really useful. Imagine if all of a sudden you found extra money hanging out in your business. And extra time. How would that feel? It’s important to know what to track and how often, and to have a system for tracking. And  most importantly, what decisions you’re going to make based on the information that you find. Because the real problem here is that you’re likely to be leaving opportunity in the form of money, profit and time on the table. And working harder than you need to be. I want to teach you how to think about what you need to measure. I want to help you figure out what your own pain points are. And from there, figure out which KPIs to measure in order to help solve your pain points. When we look at our numbers, when we start asking questions, and measure what’s working and what’s not, it becomes really clear how we can save time and not not work so hard, and make more money.   Download this PDF for some questions you need to ask to determine what KPIs you need to measure for your business. 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.   Download PDF: Questions to Determine What KPIs to Measure Work with Geraldine: Strategy Session 1:1 Coaching VIP Day

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