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The CFO Bookshelf weekly podcast is geared toward global financial leaders who are serious about lifelong learning and reading widely. The show's 200-plus podcast catalog features well-known authors who are experts in finance, pricing, marketing, sales, operations, organizational health, and leadership. Episodes are released weekly, and the host responds to every message he gets about the shows on LinkedIn.
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Fractional Futures delves into the transformative world of fractional marketing leadership, offering unique insights for CEOs, investors, and senior marketing executives. Discover how businesses can leverage fractional CMOs to grow faster and build a sustainable competitive advantage. Investors will learn how to streamline pre- and post-investment phases strategies to maximise their portfolio companies' potential, while senior marketing leaders will explore the benefits of a portfolio career ...
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Every small business owner needs financial advice to help scale and grow. Each week successful Operators join fractional CFO Adam Cooper, to share their experiences, tips and tricks to help improve your business cash flows, profits and help reach your financial goals. If you are an entrepreneur looking to take control of your business finances, this is the podcast for you.
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Joshua Belk and his firm, Lodestar Tax and Consulting has been specializing in tax consultation, planning and preparation, business consultation and structure, and fractional CFO services since 1998. In addition to helping businesses and business owners reach their financial goals, Josh also helps to educate them in the complex matters of the business world which at times can be tedious for a business owner.
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Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 ...
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Welcome to CFO Chronicles: The Secrets Behind Success, the ultimate podcast for Fractional CFOs and Accounting Firm owners who are eager to land more high-paying clients and elevate their businesses to new heights. Hosted by James Donovan from Nine Two Media, we specialize in helping financial professionals achieve their goals through innovative and effective marketing strategies. In each episode, we dive deep into the world of finance and marketing, interviewing industry leaders who share t ...
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Delegate CFO offers virtual and fractional services expertise at fixed rate pricing. Our CFOs focus on strategic planning to help protect profits and manage cash flow. Work with a trusted virtual CFO to grow your company’s wealth today.
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Books & The Biz

Dan Paulson and Richard Veltre

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Finance and Operations need to work together. Often they don’t. Join Richard Veltre and myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and construction. ...
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How To Build A Team Podcast

Pam Pormentilla-Monteith

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Pam Monteith is the Owner and CEO of Great Work Online. She has 15 years of experience in the digital marketing landscape and in the last 8 years as a Fractional COO. Through hard work, passion & eagerness to learn the newest trends in the industry, plus the gained credible experiences Pam has helped her better understand the demands & goals of Great Work Online's clients. This expertise allows her to understand their needs and provide them with the high-quality service they expect. More so, ...
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CFO Plus Services CEO and Scaling For Business Growth podcast host Ellen McIlhenny has been helping businesses save money and plan for the future for over twenty years. As a fractional CFO, she has worked with manufacturers, construction companies, wholesale distributors, and diverse business services. Prior to founding CFO Plus Services, she was a corporate Chief Financial Officer and Controller in mid-size and privately held companies, where she obtained extensive experience in transition ...
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"FinFactor," hosted by Dryrun CEO, Blaine Bertsch, brings you into the world of top CFOs and top finance professionals. Each episode features insightful interviews with industry leaders who share their expertise on managing business finances, tackling complex financial challenges, and driving organizational success. Through engaging conversations, you'll gain valuable insights into the strategies and practices that define effective financial management. From finance technology to CFO best pr ...
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Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This ...
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Purposeful Profit is THE podcast for female business owners that are ready to take control of their business finances, build wildly profitable businesses and have more impact. The sexy parts of a business - marketing, sales and operations get plenty of attention - but finance is often a business’s neglected stepchild. It's time to show them some love - after all profit is how you have more impact and create financial freedom. Finance and strategy coach and fractional CFO Carla Moats will use ...
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Dental.MBA

eAssist Dental Solutions

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In this podcast, powered by eAssist Dental Solutions, Penny Reed interviews dental industry experts on various aspects of the business of dentistry. To learn more about eAssist Dental Solutions, visit dentalbilling.com.
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Everywhere we go we have infinite chances to glean remarkable insights from the captivating people around us. I often leave conversations with a sense of wonder, thinking, "Wow! That person has such intriguing perspectives and unique experiences and I can't wait to share what I've learned." I am bringing you conversations with some of the brilliant people I meet and admire.
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Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.
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The Empowering Healthy Business Podcast is THE podcast for small business owners seeking to balance having a nicely profitable business, a sustainable, scalable, and salable business, lower stress levels, better work-life balance, and improved physical and emotional fitness. Yes, this is possible! Though it’s not easy. We’re here to help you navigate toward this objective.
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Every DAY Business, Sales and Productivity coach Jon Dwoskin takes a deep dive into a new level of business conversations, interviewing thought leaders to understand the BIG picture of why they are doing what they are doing, and how they are making a difference in the lives they touch. Their stories will inspire and guide you to your next level, shifting your perspective on your own capacity. Get ready to Get Unstuck and Think BIG. VERY BIG!
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Welcome to Agent Money: How Top Producers Master Their Business & Personal Finances with CERTIFIED FINANCIAL PLANNER™ Jordan Curnutt and Fractional CFO for real estate agents Michael Kilner. This podcast aims to help successful real estate agents who might find it difficult to handle the financial side of their personal and professional lives. On each episode, Jordan and Michael will interview and showcase top producers to learn about what they're doing well and how you might implement certa ...
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I started my financial journey Fall of 2014 when I found myself with only $1.50 to my name, so I understand the frustration around money mismanagement, struggling with where to start, and the courage it takes to take ownership of your finances. Now, I’m a financial coach, speaker, author, and the founder and owner of Mills Knows Bills where I have the opportunity to teach individuals and businesses how to manage and master their money within 90 days. On this podcast, I will teach you how to ...
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About The Host… Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a Fractional CFO company that specializes in providing Business and Franchise Owners with all of the perks and benefits of having a full time Chief Financial Officer and Business Succession Planner, but for a fraction of the price. He is a Partner and Consultant with The Franchise Consulting Company; the largest American owned franchise consulting company in the world. He is the Author of the forthcom ...
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*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights t ...
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The Scale Your Small Business Podcast helps entrepreneurs and small business owners put simple systems in place to see exponential growth. It’s hosted by serial entrepreneur, Jillian Flodstrom. If you need help mitigating the feelings of overwhelm and confusion when it comes to leading and growing your business this show will help you calm the chaos, increase productivity and grow your revenue.
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Biweekly show where my featured guests and I explore the financial and business challenges women face on the entrepreneurial journey to success. You'll hear them talk about the money side of their businesses in ways you've always wanted to know about, but wouldn't dare ask. They openly share their disappointments, failures, successes, and everything in-between as they grew sales ranging from 6 to 9 figures. Knowing where your business stands financially helps you make critical decisions with ...
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Valuation Podcast .com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a business valuation expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...
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Hosted by Marla DiCarlo, this show discusses the ins and outs of selling and buying businesses and building value for the future. We toss around the cliché that small business owners put tons of blood, sweat, and tears into their businesses. This is true. Too often, small business owners leave money on the table. They don't take advantage of negotiation because they don't know how to improve or can't determine the right way to market themselves. Don’t have a sellable company? That is the rea ...
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Stop Winging It

Michael Carver

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We focus on small business owners, CEO's and executive leaders, by highlighting a variety of topics and key business functions and breaking them down into manageable 5-10-minute slices. Our goal is to bring you relevant and timely ideas to consider when looking for solutions to today's business challenges. Tough conversations, culture, people management, process efficiency and much more. We provide an overview of what today's leaders are saying and doing, so you get the information you need, ...
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Money Minute

Marguerita Cheng

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Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help listeners make the best financial decisions and understand the world of finance. Each episode of Money Minute will cover topics such as the financial advice profession, personal relationships with money, and how to make smart financial choices. Margarita's mission is to bring transparency to the fi ...
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The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become mo ...
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show series
 
Episode 218 FACULTY: Lukas Sundahl, CMA CLASS: #Shoperations In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considerin…
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In this THINK Business Mini Business Course, Jon Dowskin and Alex Little, Founder of Little CFO Services LLC discuss the importance of hiring a fractional CFO. Get valuable, expert insight you can put into practice today! Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagra…
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Small businesses may have a solution in place for bookkeeping and producing basic financial statements. Owners often yearn for analysis and forward-looking planning. The fractional (part-time) CFO model has existed for 20+ years to fill that void. Today there are more options than ever. Achieving successful results from fractional CFO engagements, …
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Send us your thoughts In this episode of the CFO 4.0 Podcast, Hannah Munro, is joined by Sara Daw, Co-founder and Group CEO at the CFO Center and the Liberti Group. Sara shares her journey from the corporate world to founding the CFO Center, and provides valuable insights into the evolving role of CFOs, particularly in the context of fractional and…
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Welcome to the Mills Knows Bills podcast! In this solo cast episode, host Mills Bender, founder and CEO of Mills Knows Bills, explains the role and benefits of a fractional CFO for small business owners. Tune in to learn more about how a fractional CFO can provide high-quality financial management and support for your growing business. Whether it's…
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Today I’m speaking with Michael King: Michael is the CEO of KFE Solutions, which is the top rated Fractional CFO firm in Dallas, Texas. He’s also the creator of The CFO Accelerator, where he helps Accountants and fractional CFOs start, scale, and optimise their advisory services. He is also the host of, The CFO Report, where he shares tips, tricks,…
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Corporate mergers and acquisitions are a complex process that many entrepreneurs think they can power through without guidance. Holli Moeini knows that's far from the truth. Her decades of accounting, auditing, and mergers and acquisitions have sharpened her skills to be among the best at helping CEOs achieve consistently higher returns on the sale…
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Like the show? Send us a text message on what you liked. What is a Fractional CFO? That term has become a household name for financial experts who help small business owners in various industries. However, do we have a concise and complete definition for this type of professional services provider? In this special episode, we break down what the fr…
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I was delighted to be joined by @Alice Olins, Career Expert, Coach and Trainer, and the Founder of the @Step Up Club, an organisation that works with individuals and teams to help them fulfill potential, navigate and embrace change. This was an impactful conversation with Alice where we explored change and how small businesses can best navigate it.…
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In our debut episode of CFO Chronicles: The Secrets Behind Success, we sit down with Dr. William Attaway, a renowned executive coach and founder of Catalytic Leadership. With nearly 30 years of experience in coaching and leading teams, Dr. Attaway reveals how mindset, leadership, and productivity are the cornerstones of professional success. Join u…
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In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI. Melissa is a …
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Send us your thoughts In this episode of Financial Transformation Live, hosted by Hannah Munro, we look into the practical aspects of calculating the financial benefits of your new transformation project. This session is inspired by a listener’s request for a more detailed example of building a financial business case. Key points covered include: L…
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Handling Disagreements – Belk on Business – Episode 195 We put processes to many things in our lives from making meals, doing laundry, scheduling, workflows in our business, product or service development. Etc. and having a process for handling disagreements can be a process as well. Unlike many areas we do put a process, handling disagreements can…
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Welcome to the Mills Knows Bills Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for variable income earners to manage their finances effectively. Let's get to those burning financial questions! In this insightful episode of the Mills Knows Bills podcast, Mills welcomes special guest Christine Chapman, owner o…
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Santosh Patel, President and Co-Founder of Complete Specialty Solutions (CSS), is committed to helping general dentists thrive in today’s market. With over 15 years of large-scale operations experience in both the medical and dental industry, Santosh and his team are partnering with DSO/Group/Solo offices that want to provide patient’s the level of…
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In this episode of "How To Build A Team," we delve into why marketing should be a top priority for every business owner. Alongside building systems and processes and creating a strong team, strategic marketing is essential for business growth and sustainability. Discover why cutting marketing expenses can be detrimental and learn actionable tips to…
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This powerful clip from THINK Business LIVE with Jon Dwoskin and Valerie Trapunsky, Founder and CEO of ChatterBoss, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitt…
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In this insightful clip, Jon Dwoskin and Alex Little, Founder of Little CFO Services LLC, delve into a valuable discussion, focusing on one key insight that can enhance your business today. Their conversation highlights a singular, practical strategy, offering a fresh perspective for entrepreneurs and business owners. Tune in to discover this cruci…
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In this THINK Business Mini Life Course with Jon Dwoskin, Vladimer Botsvadze, Advisory Board Member, United States Artificial Intelligence Institute shares insights on starting from zero, offering practical advice and relatable experiences. Gain valuable takeaways and inspiration that can be applied to your own life journey, whether it’s about pers…
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Renowned entrepreneur, wealth coach, and author of “Millionaire Underdog,” JT Foxx embodies strategic and visionary thinking. He runs over 70 businesses around the world, consistently delivers innovative marketing strategies, and collaborates with A-list celebrities to enhance his personal brand and secure business relationships. People love JT’s e…
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Dive into an engaging speed round from THINK Business LIVE with Jon Dwoskin and Debbie Levitt, CXO of Delta CX. These quick-fire questions and candid answers reveal best advice, favorite books, and personal insights. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: ht…
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In this interview, business owner and author Doug Reitz discusses the importance of being a leader in every aspect of your life, not just in business. He emphasizes the concept of Listen, Plan, Build as a guide for success, drawing from his own experiences to create a blueprint for building success.By Dan Paulson and Richard Veltre
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Marc Orchard and Heather Smith discussed the importance of accountants and bookkeepers in high growth tech companies, highlighting the challenges of serving early stage companies with complex needs. They emphasised the need for upskilling and capability building, as well as the importance of building relationships in the startup ecosystem. Marc Orc…
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Mindset for Tax and Business Planning – Belk on Business – Episode 194 - The planning process shouldn’t be in a vacuum - All planning should begin with keeping the mission and purpose as preeminent - The tax system is built to get taxpayers to act in certain ways by rewarding and punishing certain behaviors - Don’t blindly follow what others are se…
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This powerful clip from THINK Business LIVE with Jon Dwoskin and Kelly Siegel, Entrepreneur, Author and CEO of NTM, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitt…
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In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also sh…
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Welcome to the Mills Knows Bills Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for variable income earners to manage their finances effectively. Let's get to those burning financial questions! *Please note that we had some technical difficulties while shooting this episode. It in no way takes away from the v…
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Description: In this episode, I provide a clear and actionable guide on how to prioritize your digital marketing efforts. Whether you're new to digital marketing or handling it yourself, these tips will help you focus on what really matters. Key Points: Identify Your Goals: Determine whether you want to increase brand awareness, generate leads, or …
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Hussein Hallak is a seasoned entrepreneur, prolific advisor, and thought leader in the tech space with a career spanning over 25 years. He’s the founder and CEO of Next Decentrum, a leading provider of business education in emerging technology, and the company behind Momentable, a discovery platform for art and culture. Hussein has developed over 2…
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In this insightful clip, Jon Dwoskin and Dr. Randy Ross, CEO of Remarkable!, delve into a valuable discussion, focusing on one key insight that can enhance your business today. Their conversation highlights a singular, practical strategy, offering a fresh perspective for entrepreneurs and business owners. Tune in to discover this crucial piece of a…
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Episode 217 FACULTY: Chayton Farlee CLASS: #TheGuide Join us in this enlightening episode where young accounting professional Chayton Farlee shares his journey of discovering the vibrant side of accounting beyond the classroom. Tune in to hear his insightful conversation on breaking free from the traditional 'Big Four' mindset, the importance of re…
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Like the show? Send us a text message on what you liked. What do you know about Jay Gould's life, and how does he compare to the other robber barons of his day? More importantly, is his life worth examining? Mark discusses Gould's upbringing in this book review, which influenced his desire to be rich. Learn about one of the most significant market …
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In this THINK Business Mini Life Course with Jon Dwoskin, Harry Barash, Vice President NAI Farbman shares insights on finding your passion, offering practical advice and relatable experiences. Gain valuable takeaways and inspiration that can be applied to your own life journey, whether it’s about personal growth, career development, or a specific s…
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Sean Glover stands as a distinguished figure in the music industry with a career spanning recent decades. As the Director of Industry Relations at SoundExchange, Governor of the DC Chapter of the Recording Academy, and recognized as a Billboard R&B Hip Hop Power Player, Sean has become pivotal in transforming how artists navigate the digital music …
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Dive into an engaging speed round from THINK Business LIVE with Jon Dwoskin and Andy Tryba, CEO of Gigster. These quick-fire questions and candid answers reveal best advice, favorite books, and personal insights. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https:…
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Automation has become an essential tool for businesses looking to reduce costs and improve the quality of their products or services. However, there is a growing concern that this technology may also lead to the elimination of well-paying jobs for workers. In this episode of Books & The Biz, David Turner, Founder and President of Turner Business So…
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In this THINK Business Mini Business Course, Jon Dowskin and Dr. Randy Ross, CEO of Remarkable! discuss the principles of value creation. Get valuable, expert insight you can put into practice today! Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagr…
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Join us for insightful discussion on how startups can effectively build their profiles through media. I’m sharing with you a recording of a panel session entitled “Building Your Startup's Profile with Media” This was recorded at the 2024 Tropical Innovation Festival that is held in Cairns in June. Here are the top five takeaways from our expert spe…
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Fractional Futures is the essential podcast for CEOs, investors, and senior marketing executives looking to unlock the power of fractional marketing leadership. Hosted by Paul Mills, Founder at VCMO, and with special guests, we'll share expert insights, provide actionable strategies and explore real-world success stories to help you leverage fracti…
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Fractional Futures is the essential podcast for CEOs, investors, and senior marketing executives looking to unlock the power of fractional marketing leadership. Hosted by Paul Mills, Founder at VCMO, and with special guests, we'll share expert insights, provide actionable strategies and explore real-world success stories to help you leverage fracti…
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This powerful clip from THINK Business LIVE with Jon Dwoskin and Susie Taaffe, CEO and founder of Skanties, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdw…
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In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead. Gabrie…
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Send us your thoughts In this episode of CFO 4.0, host Hannah Munro is joined by Jason Godley, CFO of Xactly Corp. as they the critical soft skills necessary for successful CFOs. Exploring how effective communication and strategic thinking are key to driving business success. Jason shares insights from his extensive career, offering valuable advice…
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