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Upleveling

Upleveling

By: Joy Lutz CPA CTP
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Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business.

© 2025 Upleveling
Economics Leadership Management & Leadership
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Episodes
  • Before You Fire: Ask This First
    May 13 2025

    In this week’s episode, Joy dives into one of the toughest decisions a business owner can face: letting someone go. But before you hand out the pink slip, there’s a critical question you need to ask—is this a people problem or a process problem?

    Joy unpacks how to spot the root of underperformance and shares a practical framework for diagnosing whether the issue lies with the individual or the systems they’re working within. You’ll learn how to approach the situation with clarity, reduce costly turnover, and strengthen your leadership muscle.

    This episode is a must-listen for anyone managing a team, building a business, or navigating difficult personnel decisions with confidence and care.

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    6 mins
  • Think Like A CFO: How To Review Your Quarterly, and Plan For Growth
    Apr 29 2025

    In this episode, Joy breaks down what it means to think like a CFO and how to bring that mindset into your business planning. She walks through how to thoughtfully reflect on the past quarter—what worked, what didn’t, and what you can learn from it—to make smart, forward-thinking decisions.

    You'll hear how to shift from being a reactive business owner to a proactive one by identifying problems early, creating intentional strategies to address them, and building in time for reflection. Joy also shares real-world examples of how we guide clients through this process at Aligned CPA to set them up for sustainable growth.

    Whether you’re heading into Q2 or Q4, this is your roadmap to confident, strategic planning.

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    12 mins
  • CEO Check-In: How to Reflect and Lead with Clarity into Q2
    Apr 15 2025

    In today’s episode, Joy takes a moment to reflect on the wins, lessons, and challenges from last quarter—and why that reflection is a key move every CEO should make. She also shares powerful tactics to carry into the new quarter so you can show up stronger, lead with clarity, and continue growing your business with intention.

    If you’re ready to elevate how you lead and level up how you operate, this episode is for you.

    As mentioned in the episode, here’s your handout with all the questions we discussed.

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    15 mins

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