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Innhold levert av Lisa Levy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lisa Levy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ditch the Myths, Grow Your Biz with LorenEstes

23:17
 
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Manage episode 415549033 series 3468773
Innhold levert av Lisa Levy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lisa Levy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Lisa Levy engages in a fun conversation with Julia LorenEstes about cash flow strategies and allocation. Julia shares her passion for helping business owners manage their finances and grow their businesses, inspired by her immigrant parents' experience pursuing the American Dream. Common financial myths and obstacles are discussed, along with the importance of accounting, taxes, and innovation in fractional CFO services.

Key Takeaways:

- Cash sitting idle does nothing for business growth

- Understanding basic accounting principles is crucial for owners

- Future-facing accounting focuses on goals, not just history

- Innovation in fractional CFO services benefits small businesses

Lisa thanks Julia for the insightful conversation and valuable advice. Viewers are encouraged to contact Julia for help achieving their financial goals and dreams.

Julia's Socials/URL:

Website: profitandequity.com

LinkedIn: linkedin.com/in/julialorenEstes

  continue reading

79 episoder

Artwork
iconDel
 
Manage episode 415549033 series 3468773
Innhold levert av Lisa Levy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lisa Levy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Lisa Levy engages in a fun conversation with Julia LorenEstes about cash flow strategies and allocation. Julia shares her passion for helping business owners manage their finances and grow their businesses, inspired by her immigrant parents' experience pursuing the American Dream. Common financial myths and obstacles are discussed, along with the importance of accounting, taxes, and innovation in fractional CFO services.

Key Takeaways:

- Cash sitting idle does nothing for business growth

- Understanding basic accounting principles is crucial for owners

- Future-facing accounting focuses on goals, not just history

- Innovation in fractional CFO services benefits small businesses

Lisa thanks Julia for the insightful conversation and valuable advice. Viewers are encouraged to contact Julia for help achieving their financial goals and dreams.

Julia's Socials/URL:

Website: profitandequity.com

LinkedIn: linkedin.com/in/julialorenEstes

  continue reading

79 episoder

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