• #163: Building a Business Budget that Actually Works
    May 5 2025

    Building a Business Budget That Actually Works

    In Episode 163 of Cultivating Business Growth, we’re diving deep into how to create a business budget that actually works—without making your head spin. Katina Peters, Partner at Willow Virtual CFO, joins us to discuss why budgeting is essential for small businesses and how it can be your most powerful decision-making tool.

    We cover:

    • Budgeting strategies for businesses that want to grow

    • Why budgets fail—and how to fix them

    • Simple tools and templates you can use right away

    • How to create a budget for business that improves cash flow and long-term success

    Download our free strategic budget template:
    https://willowcfo.com/163

    Want help creating your business budget or financial strategy?
    Schedule a free discovery call:
    https://willowcfo.com/contact

    Budgeting doesn’t have to be complicated. With the right approach, you can gain clarity, control, and confidence in your numbers—so your business can thrive.

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    38 mins
  • #162: How to Grow a Dental Practice Through Community, Leadership, and Support with Dr. Grace Yum of Mommy Dentists in Business
    Apr 21 2025

    In this episode, we’re joined by Dr. Grace Yum, founder of Mommy Dentists in Business, to explore how building a strong community and embracing leadership can help you grow a dental practice. We discuss mentorship, burnout, profitability, and how collaboration leads to greater success for women in dentistry.

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    37 mins
  • #161: Cash Flow Projections Made Simple
    Apr 7 2025

    In this episode of the Cultivating Business Growth Podcast, host Megan Spicer is joined by Jaime Staley, Partner and CFO at Willow Virtual CFO, to break down the often-intimidating process of creating and managing cash flow projections. Whether you’re a seasoned entrepreneur or just trying to get a better handle on your finances, this episode is designed to simplify your strategy and help you gain clarity.

    With real-world examples, a step-by-step walkthrough, and a free cash flow projection template, Megan and Jaime guide listeners through the essentials of cash forecasting and explain how simple it can be to get started—even if spreadsheets aren’t your thing.

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    25 mins
  • #160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek
    Mar 24 2025

    When it comes to accounting for construction businesses, using a generic accounting program can result in more confusion than clarity. In this episode of the Cultivating Business Growth Podcast, host Katina Peters, CPA, CGMA, and Virtual CFO, sits down with John Meibers, Vice President and General Manager of Deltek ComputerEase, to discuss the real-world advantages of construction accounting programs built specifically for the industry.

    John brings over 30 years of experience in the construction software industry and shares his expert perspective on what contractors are missing out on when they don’t use purpose-built software. From managing real-time job costing to navigating complex payroll and change orders, this episode is a must-listen for contractors, CFOs, and accounting professionals who work with construction clients.

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    42 mins
  • #159: What is Cash Flow Management and Why is it Important?
    Mar 10 2025

    Today, we’re diving into a fundamental topic for every business owner: what is cash flow management and why is it important? To help us unpack this, we’re thrilled to welcome back our resident cash flow expert, Jaime Staley. Known affectionately as the 'Cash Flow Queen,' Jaime brings her wealth of knowledge to help business owners take control of their finances and build a more secure future.

    Cash flow management is one of the most critical aspects of running a business, yet it’s often overlooked or misunderstood. This episode will break down what cash flow management really means, why businesses struggle with it, how better management can save time and reduce stress, and the benefits of outsourcing cash flow management to experts.

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    29 mins
  • #158: Leveraging Personal Financial Management to Enhance Business Success
    Feb 24 2025

    We are so excited to welcome Joe Saul-Sehy for episode 158! Joe is a seasoned financial expert with a background as a financial advisor and co-host of the award-winning Stacking Benjamins podcast, where he dives into personal finance topics with a fun and approachable style. Joe’s experience and insight make him a trusted voice for those seeking financial wisdom, especially business owners looking to balance their personal and business financial health. In today’s episode, Joe will share valuable strategies to help you leverage personal financial management to support your business growth.

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    36 mins
  • #157: How to Prepare Your Business for a Stress-Free Tax Season
    Feb 10 2025

    Tax season is a time of high stress for many business owners. The fear of the unknown, looming deadlines, and last-minute scrambling often create unnecessary anxiety. However, with proper tax planning and organization, you can significantly reduce the stress associated with this time of year. In episode #157 of the Cultivating Business Growthpodcast, host Megan Spicer is joined by Katina Peters, Partner, CPA, and CFO at PJS & Co. CPAs, to discuss how business owners can prepare for tax season efficiently and proactively.

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    28 mins
  • #156: Leveraging Social Media for Business Growth
    Jan 27 2025

    Mari Smith, one of the world's top social media experts and often called the 'Queen of Facebook,' joins us for episode #156. In this exciting episode, Mari gives business owners actionable insights on leveraging social media for business growth.

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    34 mins