#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland
Release Date: 09/23/2024
#167: The Evolution & Future of Willow Virtual CFO
Cultivating Business Growth
In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we’re addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity and confidence. Key Topics: What led to the rebrand and why it matters How the advisory landscape is shifting for small businesses Launching the Willow Cultivator: a financial health check for business owners Staying grounded in core...
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#166: Negotiating with Confidence: Insurance Strategies for Profitable Dental Practices
Cultivating Business Growth
Dealing with dental insurance can feel like a never-ending maze—especially when you're unsure whether you're getting the reimbursement you deserve. In this episode, we’re joined by Adriana Steinberg of Apex Reimbursement Specialists to talk about how dental practice owners can take control of their insurance strategy and boost profitability through effective PPO fee negotiation, credentialing, and billing improvements. Topics covered in this episode: The current insurance landscape and its impact on dental revenue How PPO fee negotiation works (and why it matters) Credentialing...
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#165: What to Do When Your Business Hits a Financial Plateau
Cultivating Business Growth
Hitting a financial plateau can feel like one of the most frustrating points in your business journey—you're working hard, but growth has stalled. In this episode of the Cultivating Business Growth Podcast, we’re diving into why it happens, how to recognize it early, and what you can do to break through. Megan Spicer is joined by Katina Peters, CPA and Virtual CFO, to walk through: Key indicators that your business may be plateauing Common causes like market saturation, outdated offerings, and leadership burnout How to diagnose root issues using financial data and feedback ...
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#164: The $1.1 Million Wake-Up Call: Financial Systems Every Dentist Needs
Cultivating Business Growth
Fraud can happen to any dental practice—and often does. In this episode of Cultivating Business Growth, we’re joined by Susan Gunn, Certified Fraud Examiner, and a nationally recognized expert in financial systems and ethics for healthcare practices. Susan shares jaw-dropping real-world stories—including a $1.1 million embezzlement case—and provides actionable steps dentists can take to protect their practices from financial mismanagement and theft. From spotting red flags to implementing simple systems, this episode is packed with value for any dental professional looking to...
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#163: Building a Business Budget that Actually Works
Cultivating Business Growth
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...
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#163: Building a Business Budget that Actually Works
Cultivating Business Growth
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...
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#162: How to Grow a Dental Practice Through Community, Leadership, and Support with Dr. Grace Yum of Mommy Dentists in Business
Cultivating Business Growth
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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#161: Cash Flow Projections Made Simple
Cultivating Business Growth
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...
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#160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek
Cultivating Business Growth
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...
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#159: What is Cash Flow Management and Why is it Important?
Cultivating Business Growth
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,...
info_outlineWelcome to episode #149, where we discuss Strategies for Effective Communication With Your Tax Preparer and bookkeeper. Nancy McClelland, a top client accounting services ProAdvisor, one of the Top 50 Women in Accounting, and the writer of an award-winning blog, The Dancing Accountant, joins us to discuss how small businesses benefit from encouraging and promoting open communication with their bookkeepers and tax professionals.