Mastery Fractional CFO's "Punchy" Podcast

Short, impactful podcasts where we speak with business owners from all walks of life about their business. We also give them an opportunity to ask a fractional CFO any question related to the financial success of their business.

An Interview with Senami Saibu, CEO of Senami's Luxury (Episode 26) 10/17/2025

An Interview with Dutch Schwartz VP of Cloud Services and a Fractional CISO (Episode 25) 07/15/2025

An Interview with Dutch Schwartz VP of Cloud Services and a Fractional CISO (Episode 25) We just published a guide showing how we help businesses scale with confidence. 👉 You can download the document Explore the key insights from this podcast episode in Mastery's latest blog! In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Dutch Schwartz, VP of Cloud Services and a fractional CISO. They both share valuable insights into their business experiences and the world of help that his services provide. Summary They discuss the importance of cybersecurity in today's business landscape, the role of a virtual CISO, and how businesses can identify their cybersecurity needs. Dutch shares insights on risk management, the significance of proactive measures, and real-world examples of cybersecurity risks faced by small and medium-sized enterprises. The conversation emphasizes the need for collaboration across business functions and offers practical advice for businesses looking to enhance their cybersecurity posture. Key Takeaways Dutch Schwartz has a diverse background in both large corporations and startups. The role of a virtual CISO is crucial for companies not ready for a full-time executive. Understanding risk management is essential for effective cybersecurity. Proactive cybersecurity measures can prevent costly incidents. Small businesses often underestimate their vulnerability to cyber threats. Collaboration among business functions enhances overall strategy and execution. Cybersecurity is not just a technical issue but a business strategy concern. Real-world examples highlight the risks of waiting too long to address cybersecurity. Simple precautions can save businesses from significant operational disruptions. Engaging cybersecurity experts early can lead to better outcomes and cost savings. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! Its free and you can unsubscribe anytime. For more on Dutch Schwartz and his business expertise find him on LinkedIn Ryan Chenier is a Fractional CFO and the Founder of Mastery Fractional CFO Services. Find out more about Mastery Fractional CFO Services at , or connect with Ryan Chenier on LinkedIn Visit Mastery CFO's Socials: Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . It's completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/37419860

An Interview with Colin McIntosh, Founder/CEO at Sheets & Giggles (Episode 24) 06/30/2025

An Interview with Colin McIntosh, Founder/CEO at Sheets & Giggles (Episode 24) We just published a guide showing how we help businesses scale with confidence. 👉 You can download the document In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Colin McIntosh, Founder/CEO at Sheets & Giggles. They share valuable insights into their business experiences and the world of help that their services provide. Summary Colin shares his journey from a hedge fund employee to a successful business owner, emphasizing the importance of empathy in understanding customer needs. He discusses the impact of AI on the job market and the future of small businesses, advocating for the creation of multiple income streams. Colin also highlights the challenges of finance and accounting in entrepreneurship and the value of working with a fractional CFO. Key Takeaways Colin McIntosh runs a sustainable bedding company called Sheets and Giggles. He has a side project focused on resume building and job seeker tools. Empathy is crucial in understanding customer experience and needs. AI is transforming the job market, leading to potential job losses. Small businesses are struggling against larger corporations due to regulatory challenges. Creating multiple income streams is essential for future security. Working with a fractional CFO can alleviate financial management burdens. Customer experience should be prioritized in product development. AI can enhance productivity but also poses risks to employment. Good sleep is vital for overall well-being and productivity. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! Its free and you can unsubscribe anytime. For more on Sheets & Giggles, visit , or connect with Colin McIntosh on LinkedIn Ryan Chenier is a Fractional CFO and the Founder of Mastery Fractional CFO Services. Find out more about Mastery Fractional CFO Services at , or connect with Ryan Chenier on LinkedIn Visit Mastery CFO's Socials: Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . It's completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/37228505

An Interview with Laura and Patrick from Payworks Payroll Services (Episode 23) 05/08/2025

An Interview with Laura and Patrick from Payworks Payroll Services (Episode 23) Explore the key insights from this podcast episode in Mastery's latest blog! In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Laura Bastable an account executive and Patrick Daniels a sales manager from Payworks Payroll Services. They share valuable insights into their business experiences and the world of help that Payworks provides. Summary They discuss the company's value proposition, the benefits of using third-party payroll providers, and share client success stories. The conversation also delves into Payworks' unique selling points, company culture, and insights for small and medium-sized businesses considering payroll solutions. The episode concludes with advice on transitioning to Payworks and identifying financial red flags in businesses. Key Takeaways Payworks is 100% Canadian owned and operated. They service clients from one employee to thousands across Canada. The main value proposition is peace of mind regarding payroll compliance. Clients appreciate the dedicated service philosophy and quick access to real people. Transitioning to Payworks is a seamless process with dedicated support. Many small businesses underestimate the benefits of outsourcing payroll. Payworks offers scalable solutions that grow with businesses. Company culture at Payworks emphasizes community involvement and collaboration. Technology can significantly improve business efficiency. Consulting with experts can provide valuable insights for business growth. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! Don't worry, its free and you can unsubscribe anytime. For more on Payworks, visit , or connect with Laura Bastable on LinkedIn and connect with Patrick Daniels on LinkedIn Ryan Chenier is a Fractional CFO and the Founder of Mastery Fractional CFO Services. Find out more about Mastery Fractional CFO Services at . Mastery CFO's Socials: . Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . It's completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/36486975

An Interview with Jennifer Hamilton, Founder of Hamilton COOs (Episode 22) 05/05/2025

An Interview with Jennifer Hamilton, Founder of Hamilton COOs (Episode 22) Explore the key insights from this podcast episode in Mastery's latest blog! . In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Jennifer Hamilton, a Fractional COO and Founder of Hamilton COOs, about the intricacies of business operations and the vital role of a COO in driving organizational success. Summary They discuss the importance of strategic alignment, team accountability, and the diagnostic approach to identifying and resolving operational bottlenecks. Jennifer shares insights on quality management, business development strategies, and the signs that indicate a business may benefit from fractional COO services. The conversation emphasizes the value of metrics in decision-making and the potential for long-term partnerships with fractional professionals. Key Takeaways Fractional COOs help businesses operate more efficiently. The role of a COO is about strategy, leadership, and execution. Many businesses struggle with team accountability and direction. A diagnostic approach is essential for identifying root causes of issues. Organizational structure is crucial for clarity in roles and responsibilities. Quality management practices are vital for business success. Effective business development requires a clear strategy and alignment. Recognizing the need for a fractional COO can alleviate operational chaos. Expectations from a fractional COO engagement should be clearly defined. Financial health indicators are critical for assessing business viability. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! Don't worry, its free and you can unsubscribe anytime. For more on Hamilton COOs, visit , or connect with Jennifer Hamilton on LinkedIn: . Ryan Chenier is a Fractional CFO and the Founder of Mastery Fractional CFO Services. Find out more about Mastery Fractional CFO Services at . Mastery CFO's Socials: . Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . It's completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/36440720

An Interview with David Solomon, Founder of Sero Growth (Episode 21) 04/10/2025

An Interview with David Solomon, Founder of Sero Growth (Episode 21) In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with David Solomon, founder of Sero Growth. David shares his journey as a Chief Revenue Officer in the business world. Summary Ryan and David talk about the critical role of a Fractional Chief Revenue Officer in driving business growth. David shares insights on integrating sales and marketing strategies, navigating market expansion challenges, and the importance of understanding a company's unique pain points. He discusses the client engagement process, emphasizing the need for strategic planning and execution, and highlights the value of long-term relationships with clients. The conversation delves into the balance between strategy and execution in achieving sustainable growth. David Solomon discusses the intricacies of building sales foundations, understanding sales pipelines, and navigating financial challenges in business. He emphasizes the importance of data in sales strategy, the need for financial literacy among business owners, and the significance of proactive financial management. The dialogue also touches on compensation structures for sales teams and the qualitative versus quantitative analysis of sales performance. Solomon shares insights on predicting sales in uncertain times and the value of connecting teams for collaborative success. Key Takeaways Sales is often overlooked in strategic planning. Understanding market differences is crucial for expansion. Sales and marketing must work in alignment. The client engagement process starts with understanding their goals. Transitioning responsibilities is key for long-term success. Execution is as important as strategy in business growth. A playbook is essential for navigating new markets. Fractional professionals bring fresh perspectives to companies. Planning for growth requires detailed market analysis. Building relationships with clients can lead to ongoing engagements. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! Don't worry, its free and you can unsubscribe anytime. For more on Sero Growth, visit , or connect with David Solomon on LinkedIn: . Ryan Chenier is a Fractional CFO and the Founder of Mastery Fractional CFO Services. Find out more about Mastery Fractional CFO Services at . Mastery CFO's Socials: . Interested in being a guest? Reach out to us on our contact-us page here: . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter here: . It's completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/36084970

An Interview with Dean Stanzel, Founder of Top of Mind Gifts (Episode 20) 03/04/2025

An Interview with Dean Stanzel, Founder of Top of Mind Gifts (Episode 20) Explore the key insights from this podcast episode in Mastery's latest blog! Take a look! . In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Dean Stanzel, president of Top of Mind Gifts, which helps with tailoring business gifts that enhance the impact and memorability of business relations. Summary They discuss the importance of staying top of mind with clients through thoughtful gifting, the unique offerings of Cutco and pop-up cards, and effective marketing strategies. Ryan shares insights on the role of a fractional CFO in business growth and the challenges of managing operations and finances. The conversation emphasizes the significance of building relationships over sales and the need for businesses to recognize when to seek financial guidance. Takeaways Dean Stanzel emphasizes the importance of staying top of mind with clients. Gratitude and appreciation are key in business relationships. Tailoring gifts can enhance their impact and memorability. Networking and personal connections are crucial for marketing high-end gifts. Sending gifts without strings attached fosters genuine relationships. A fractional CFO can provide essential financial guidance for growth. Understanding when to hire a CFO is vital for business development. Managing operations without inventory can simplify business processes. Unique offerings like pop-up cards can differentiate a business in the market. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Top of Mind Gifts, visit , or connect with Dean Stanzel on LinkedIn . For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/35528050

An Interview with Sean Rayland, Founder of Red Rebel Armour (Episode 19) 02/06/2025

An Interview with Sean Rayland, Founder of Red Rebel Armour (Episode 19) Explore the key insights from this podcast episode in Mastery's latest blog! Take a look! In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Sean Rayland, Founder of Red Rebel Armour an Indigenous streetwear brand focused on social entrepreneurship. Summary Sean shares his journey of creating a business that aims to reduce recidivism by providing employment opportunities for those exiting the criminal justice system. The conversation explores the brand's mission, growth strategies, challenges in scaling operations, and the importance of financial management. Sean emphasizes the need for community support and the impact of cultural preservation through his brand. Key Takeaways Sean's journey reflects the power of redemption and purpose. Red Rebel Armour aims to reduce recidivism through employment. The brand combines Indigenous culture with social justice. Quality products are essential for customer loyalty. Growth requires effective financial management and cash flow forecasting. Community support is vital for social enterprises. Challenges in inventory management can hinder growth. Asking for help is crucial for entrepreneurs. Building a strong brand identity fosters community connection. Future plans include expanding into international markets. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Red Rebel Armour, visit , or connect with Sean Rayland on LinkedIn . For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/35177530

An Interview with Kristen Strate, President and CEO of Synergy HR. 01/07/2025

An Interview with Kristen Strate, President and CEO of Synergy HR. In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Kristen Strate, President and CEO of Synergy HR. Summary Ryan and Kristen discuss the evolution of fractional HR services, the importance of strategic HR planning for business growth, and the challenges of measuring ROI in HR. Kristen shares insights on the dual role of HR as both transactional and strategic, and introduces her new SaaS platform, FrankHR, designed for small businesses. The conversation concludes with valuable advice for entrepreneurs and how to connect with Synergy HR and FrankHR. Key Takeaways Fractional HR services provide flexible support for growing businesses. Identifying 'people pain' is key to understanding HR needs. Strategic HR planning is essential for scaling a business. Performance management tools drive successful growth. HR should focus on both transactional and strategic roles. FrankHR offers an accessible HR solution for small businesses. Cash management is crucial for entrepreneurial success. Investing in HR can lead to significant ROI. Building a strong workplace culture enhances employee satisfaction. Leadership development is a core function of effective HR. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Kristen Strate, visit , or connect with her on LinkedIn . For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/34756380

An Interview with Glenn Poulos, Executive Vice President of NWS, Business Coach and Author 12/12/2024

An Interview with Glenn Poulos, Executive Vice President of NWS, Business Coach and Author In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Glenn Poulos, Executive Vice President of NWS, Business Coach, Author and more. Glenn shares his journey from a civil servant to a successful business owner and his transition to working with private equity. Summary Glenn discusses the challenges of moving from being an entrepreneur to a role within a larger organization, emphasizing the differences in speed and decision-making. Glenn expresses his passion for sales, highlighting the importance of customer interaction and the distinction between sales and marketing. He also shares insights from his award-winning book, 'Never Sit in the Lobby,' which offers practical tips for success in sales and business. In this conversation, Glenn Poulos shares insights on building business value, the importance of quality data, and the role of fractional CFOs in small businesses. He emphasizes the need for making lasting impressions in the workplace and offers advice on human resources challenges. The discussion also covers the differences between fractional and full-time CFOs, highlighting the benefits of having a fractional CFO for smaller companies. Key Takeaways The transition to private equity involves significant changes in decision-making. Sales is about being in front of customers and building relationships. Understanding the difference between sales and marketing is crucial. Glenn's book contains 57 tips for building a career in sales. Face-to-face interactions are vital in high-stakes sales. Automation and AI are changing the landscape of business. Focus on high-value activities to maximize success. Building value in a business is crucial for growth. Quality data can significantly impact business decisions. Fractional CFOs provide valuable insights at a lower cost. Understanding financial metrics is essential for business success. Investing in a fractional CFO can yield high returns. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Glenn Poulos, visit , or connect with him on LinkedIn . For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/34412025

An Interview with Hanny Mehari, Founder and CEO of Hannymobile 12/03/2024

An Interview with Hanny Mehari, Founder and CEO of Hannymobile In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Hanny Mahari, founder and CEO of Hannymobile. Hanny shares his entrepreneurial journey, starting from his initial interest in the stock market to establishing a successful cell phone business. Summary He emphasizes the importance of networking, building relationships, and community impact through initiatives like Hanny's Lounge. The conversation also delves into the challenges of sourcing used phones, the wholesaling business model, and the significance of cash flow management for entrepreneurs. Hanny encourages young entrepreneurs to take action, find their purpose, and connect with like-minded individuals. Key Takeaways The pandemic was a catalyst for Hanny's entrepreneurial journey. Reading 'Rich Dad, Poor Dad' sparked a mindset shift for Hanny. Networking and building relationships are crucial in business. Hanny's Lounge promotes community and entrepreneurship. Wholesaling is a key business model for Hanny Mobile. Sourcing used phones can be challenging in a small market. Hanny aims to expand his business across Canada and beyond. Cash flow management is critical for small business success. Young entrepreneurs should take action and find their tribe. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Hannymobile, visit , or connect with Hanny on LinkedIn . For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/34263750

An Interview with Purdeep Sangha, Business & Human Performance Researcher, Advisor & Strategist 11/28/2024

An Interview with Purdeep Sangha, Business & Human Performance Researcher, Advisor & Strategist In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Purdeep Sangha, Business & Human Performance Researcher, Advisor & Strategist. Purdeep shares his unique approach to maximizing performance by blending neuroscience-backed human optimization with strategic business growth. Summary: Purdeep shares his journey from growing up in a family business to founding his own firm that focuses on both business growth and human performance. The conversation delves into the importance of understanding individual and team dynamics, the need for customized approaches to performance improvement, and the significance of employee wellbeing as a competitive advantage in today's business landscape. Purdeep emphasizes the necessity of ongoing engagement and the impact of organizational culture on performance, especially in the context of remote work. The episode concludes with insights on the Canadian economy and the potential for growth in the coming years. Key Takeaways: Human performance and business growth are interconnected. Organizations need to focus on both individual and team performance. Customized training programs yield better results than generic ones. Ongoing engagement is essential for sustained performance improvement. Investing in employee wellbeing can provide a competitive edge. Understanding the unique challenges of each organization is key. The Canadian economy shows signs of potential recovery. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Purdeep Sangha, visit , or connect with Purdeep on LinkedIn . For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/34194475

An Interview with Sarah Barnes-Humphrey, Founder of Lets Talk Supply Chain 11/12/2024

An Interview with Sarah Barnes-Humphrey, Founder of Lets Talk Supply Chain In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Sarah Barnes-Humphrey, founder of the supply chain media brand Lets Talk Supply Chain and the Blended Podcast. Sarah shares her insights on content creation and her focus of promoting diversity and inclusion. In short, this episode involves the following: From Humble Beginnings to Industry Authority: Sarah Barnes-Humphrey shares how Let’s Talk Supply Chain grew from a small passion project into a leading media brand for supply chain insights. Focused on Value and Connection: With a dual audience of professionals and solution providers, Sarah’s platform bridges valuable insights and real industry connections. Consistency is Key: For Sarah, regularly delivering high-quality content has been the foundation of her brand’s success. Championing Diversity: Through her Blended Podcast and Blended Pledge, Sarah supports diverse voices in the industry, providing grants for underrepresented speakers on major stages. Key Takeaways: Consistency: Regular content keeps audiences engaged and loyal. Content: Crafting content with specific objectives, like brand awareness or lead generation, makes it more effective. Diversity: Sarah’s nonprofit supports diverse voices on industry stages, promoting authenticity. Marketing: Maintaining visibility, even when competitors cut back, gives a strategic edge. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Lets Talk Supply Chain, visit , or connect with Sarah on LinkedIn . For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/33899152

An Interview with Loren Remillard, President & CEO at The Winnipeg Chamber of Commerce 10/29/2024

An Interview with Loren Remillard, President & CEO at The Winnipeg Chamber of Commerce In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, sits down with Loren Remillard, President and CEO of the Winnipeg Chamber of Commerce. Together, they explore: Challenges facing small and medium-sized businesses (or SMBs) in Winnipeg today, from cash flow issues to finding time for strategic growth. The value of chambers of commerce in helping businesses connect, save, and grow through advocacy, networking, and access to resources. Loren’s personal journey, inspired by his family's small business, and his commitment to helping local businesses thrive. A thought-provoking question from Loren: When should a business consider a fractional CFO, and what are the benefits? Ryan shares insights on how fractional CFO services can support businesses by aligning operations, finance, and strategic goals to maximize growth and efficiency. Key Takeaways: Chambers of commerce play a critical role in helping businesses access resources, form connections, and influence policy. Many SMBs struggle to find time for strategic planning, often caught up in day-to-day operations. Fractional CFOs provide essential executive-level financial support for companies that may not have the budget for a full-time CFO. Businesses should always ask themselves, “Am I focusing on growth or just maintaining my current lifestyle?”—a challenge Loren encourages. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on the Winnipeg Chamber of Commerce, visit , or connect with Loren on LinkedIn . For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/33669037

An Interview with James Kennedy, CEO and co-founder of ProcurementExpress.com 10/24/2024

An Interview with James Kennedy, CEO and co-founder of ProcurementExpress.com In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery and James Kennedy, CEO and co-founder of ProcurementExpress.com, dive into: How Procurement Express helps small and medium-sized businesses (SMBs) operationalize budgets by connecting day-to-day spending decisions with long-term financial goals. The importance of founder-customer fit in ensuring business success. How Procurement Express serves as a cost-effective alternative to large ERP systems for small businesses. The fascinating origin story of Procurement Express, inspired by the needs of organizations like UNICEF. A thought-provoking question from James: Is it still possible to build a generational business today? Ryan shares his thoughts on building lasting businesses in a fast-changing world and how flexibility, digital tools, and a focus on adding value can help sustain a legacy business. Key Takeaways: Procurement Express simplifies the procurement process and helps businesses control spending without the hefty cost of ERP systems. Operationalizing budgets means turning financial plans into actionable steps within a business. SMBs need solutions that fit their budget while still offering the controls necessary for financial discipline. Listening to customers and evolving products based on their needs is critical for long-term success. In today’s fast-paced business world, it is possible to build a generational business, but it requires adaptability and a focus on adding value. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! Visit for more information on ProcurementExpress.com, as well click for getting in touch with James. For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit: . As well, is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page . If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter . Its completely free and you can unsubscribe anytime. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/33599867

An Interview with Randall Craig, CEO of Braintrust Professional Institute 10/17/2024

An Interview with Randall Craig, CEO of Braintrust Professional Institute Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Randall Craig, CEO of Braintrust Professional Institute, a business growth advisor, marketing strategist, and thought leader. Visit for more information on Braintrust Professional Institute, as well as for getting in touch with Randall. As well, visit for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials Want to join Mastery on the podcast? Get in contact with us If you'd be interested in receiving more information on how your business can improve its finances feel free to subscribe to our newsletter Episode Summary In this episode of Mastery Fractional CFO's Punchy Podcast, Ryan speaks with Randall Craig, a business growth advisor and CEO of Braintrust Professional Institute. They discuss the importance of understanding one's ideal client profile, the need for organizational alignment, and strategies for kickstarting growth in businesses. Ryan shares insights on the role of a fractional CFO, navigating economic challenges, and the significance of frameworks like the trust curve in driving business success. The conversation emphasizes the value of expert guidance and robust dialogue in achieving business goals. Takeaways The Braintrust Professional Institute helps leaders scale their businesses. Alignment within an organization is crucial for effective decision-making. The ideal client profile is essential for targeted business growth. Frameworks like the trust curve can guide marketing strategies. Economic challenges require innovative thinking and collaboration. A fractional CFO can provide valuable insights and support for growth. Continuous improvement is key to sustaining business success. Expert guidance can help businesses navigate complex challenges. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/33500007

An Interview with Jennifer Bauldic, Owner of Jetstream Administration Inc. 09/12/2024

An Interview with Jennifer Bauldic, Owner of Jetstream Administration Inc. Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Jennifer Bauldic, Owner of Jetstream Administration Inc., who shared the unique approach her company takes to improve business's pricing and profits. Visit for more information on Jetstream Administration Inc., as well as for getting in touch with Jennifer. As well, visit for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials If you'd be interested in receiving more information on how your business can improve its finances feel free to subscribe to our newsletter Episode Summary Jennifer Bauldic, owner of Jetstream Administration, Inc., discusses her business and how she helps bookkeepers and accountants improve their businesses. She emphasizes the importance of running a business efficiently and offers guidance and support to those feeling isolated or stuck in their business. Ryan Chenier, CEO of Mastery Fractional CFO Services, explains the role of a fractional CFO and how they collaborate with bookkeepers and tax accountants to provide financial planning and analysis for businesses. He highlights the value of leveraging the expertise of a fractional CFO to help businesses grow. Key Takeaways Jetstream Administration helps bookkeepers and accountants improve their businesses and run them more efficiently. A fractional CFO provides financial planning and analysis for businesses, collaborating with bookkeepers and tax accountants. Leveraging the expertise of a fractional CFO can help businesses grow and make better financial decisions. It's important for business owners to take time to evaluate and strengthen their business to achieve success. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/32993782

An Interview with John McClymont, Principal & Founder of Operational Innovations 09/10/2024

An Interview with John McClymont, Principal & Founder of Operational Innovations Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by John McClymont, Principal and Founder of Operational Innovations, who shared the unique approach his company takes as a partnered coach for innovative logistics and operations management. Visit for more information on John McClymont, as well as for getting in touch with John. As well, visit for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials If you'd be interested in receiving more information on how your business can improve its finances feel free to subscribe to our newsletter Episode Summary John McClymont, principal of Operational Innovations, discusses his expertise in operations and logistics and how he helps businesses improve their efficiency and profitability. He emphasizes the importance of understanding the current state of operations and identifying areas for improvement. John explains his process of mapping out processes, identifying pain points, and implementing changes to optimize flow and performance. Ryan, the host, highlights the financial impact of operational efficiency and the value of collaboration between operations, finance, and sales. They discuss the benefits of working with fractional professionals like John to achieve better financial results at a fraction of the cost of hiring full-time employees. Key Takeaways Understanding the current state of operations is crucial for identifying areas of improvement. Mapping out processes and identifying pain points can help optimize flow and performance. Operational efficiency has a significant financial impact and can drive better profitability. Collaboration between operations, finance, and sales is essential for achieving optimal financial results. Working with fractional professionals can provide executive-level expertise at a more affordable cost. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/32990182

An Interview with Christos Lekkas, GM and co-owner of C&L Electric 08/07/2024

An Interview with Christos Lekkas, GM and co-owner of C&L Electric Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Christos Lekkas, GM and co-owner of C&L Electric, who shared the unique approach his company takes as one of Manitoba's Power solutions specialists. Visit for more information on C&L Electric, as well as for getting in touch with Christos. As well, visit for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials If you'd be interested in receiving more information on how your business can improve its finances feel free to subscribe to our newsletter Episode Summary In this episode, Ryan Chenier interviews Christos Lekkas, the GM and co-owner of C&L Electric, an electrical contracting business. They discuss how C&L Electric focuses on facility service and management, providing a full infrastructure profile and offering preventative maintenance. Christos shares that they excel in solving challenging electrical issues that other companies couldn't solve. They also talk about the importance of leadership structure and outsourcing certain aspects of the business. Ryan provides insights on cash flow management and the impact it has on businesses. The episode concludes with Christos sharing how to contact C&L Electric. Key Takeaways C&L Electric specializes in facility service and management, providing a full infrastructure profile and offering preventative maintenance. They excel in solving challenging electrical issues that other companies couldn't solve. Having a good leadership structure and outsourcing certain aspects of the business are crucial for success. Cash flow management is essential for businesses, and understanding the difference between profit and cash flow is key. C&L Electric can be contacted through their website for quotes, estimates, or discussions about how they can help. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/32482622

An Interview with David Peters, CEO of ConstructionClock 07/11/2024

An Interview with David Peters, CEO of ConstructionClock Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by David Peters, founder and CEO of ConstructionClock, who shared his story and the interesting approach he takes as the owner of a time-tracking app developer for the construction industry, supporting clients through his revolutionary app that automates all time tracking processes requried in the industry. Visit for more information on David's Company, ConstructionClock, as well as for getting in touch with David. As well, visit for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials here: Episode Summary David Peters, founder and CEO of Construction Clock, discusses his time tracking app for contractors and the benefits it provides. The app allows contractors to track their time on job sites automatically, eliminating the need for manual clocking in and out. It also tracks travel time and allocates time to specific projects. Construction Clock currently serves over 550 companies worldwide, primarily in English-speaking countries but expanding into other industries as well. David envisions scaling the company to have thousands of companies on the platform and deep integrations with accounting and ERP systems. Key Takeaways Construction Clock is a time tracking app for contractors that eliminates the need for manual clocking in and out on job sites. The app tracks travel time and allocates time to specific projects, providing accurate project costing and real-time reporting. A fractional CFO can provide valuable financial planning and analysis for small to mid-sized businesses, helping them make informed decisions and optimize profitability. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/32096912

An Interview with Steve Wittal, President of Navisant 07/02/2024

An Interview with String Bean Comics 06/12/2024

An Interview with String Bean Comics Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Troy & Tyler Eggie, founders of String Bean Comics, who shared their journey and the unique approach their company takes as a Comic Collective that buys and sells comics to support their habit and enjoy the hobby so many of us have. Visit or for more information on String Bean Comics for upcoming events they will be hosting. As well, visit for more information on Mastery Fractional CFO Services and what they can do for your business. Episode Summary Troy and Tyler Eggie, co-owner and team member of A&H Plumbing Inc. and founders of String Bean Comics, discuss their comic book collective and how they buy and sell comic book collections. They emphasize the importance of grassroots support and building a good rapport with the community. They promote their business through online platforms, Comic-Cons, and other comic book events. They explain the process of organizing and selling comic book collections, including identifying valuable books and setting them aside for individual sale. They also mention their expansion beyond Winnipeg to other areas in Manitoba. Finally, they express their appreciation for the services provided by a fractional CFO and inquire about how a CFO can help their comic book business. Key Takeaways String Bean Comics is a comic book business that buys and sells comic book collections. They promote their business through online platforms, Comic-Cons, and other comic book events. They organize and sell comic book collections, setting aside valuable books for individual sale. They have expanded their business beyond Winnipeg to other areas in Manitoba. They appreciate the services provided by a fractional CFO and inquire about how a CFO can help their comic book business. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/31716232

An Interview with Mitch Beaudry from MB Massage Therapy 06/11/2024

An Interview with Dave Bunce from interVal 06/11/2024

An Interview with Dave Bunce from interVal Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Dave Bunce, Director of Partnerships at interVal, who shared his journey from public accounting to running a successful marketing agency, which scaled rapidly through technology. This experience paved the way for his current role at interVal, where he combines his accounting expertise with technology to help professional advisors and business owners. Connect with Dave Bunce on LinkedIn here: . As well, visit for more information on interVal and what they can do for your business. Feel free to visit for more information on Mastery Fractional CFO Services and what they can do for your business. Episode Summary Dave Bunce, Director of Partnerships at interVal, discusses how interVal helps professional advisors and business owners measure business valuation and financial health. The software provides automated insights and tools to guide business owners in wealth creation and succession planning. Dave also mentions the importance of using technology to grow professional service firms and the role of artificial intelligence in predicting valuation outcomes. Ryan, the host, highlights how interVal has helped his own business and clients gain a different perspective on success and business valuation. The conversation concludes with Dave providing contact information for those interested in doing business with interVal. Key Takeaways interVal helps professional advisors and business owners measure business valuation and financial health. The software provides automated insights and tools for wealth creation and succession planning. Technology, including artificial intelligence, plays a crucial role in growing professional service firms and predicting valuation outcomes. Business owners need to be open to learning and implementing new strategies to overcome barriers to growth. /episode/index/show/a456ce8e-0ead-4aa5-9740-d46b827c0a42/id/31702557

An Interview with Jonathan Ames from Jonathan Ames Vancouver Real Estate & Lightwell Developments 06/03/2024

An Interview with Lionel Johnston from Farmers Marketing 05/23/2024

Mastery Fractional CFO's "Punchy" Podcast

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