June 12, 2025 • 36 mins
4.5 years in federal prison. $0 to 7 figures. One of the most powerful growth stories you’ll hear this year.
In this episode, Dr. Patience Jackson Rose breaks down the exact mindset and strategies that took her from wrongful conviction to running multiple businesses across the U.S.
What we cover:
- 💰 How she doubled, then tripled, then quadrupled her revenue in 3 years
- 📈 Took one client from $5M to $12M in just 90 days
- 🧱 Built a nonprofit + for-profit model that feeds sustainable growth
- 🧠 Developed “backward business planning” - a framework built inside prison
- 🤝 Now coaching 7- and 8-figure CEOs on clarity, numbers, and leadership
This isn’t fluff or theory. It’s the hard-earned playbook behind real growth.
👉 If you lead a firm and want to build something unshakable - this episode is your map.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Welcome back to another episode of CFO
Chronicles.
We are joined by an incredibleguest today who has an amazing
story to share.
We get into what it means toserve others and the work that
goes beyond what it is you'redoing and the ripple effect
that's created.
We also dive into her story ofgoing from prison to profits,
(00:21):
being wrongfully accused,serving multiple years in prison
and building a seven figurefirm starting from inside prison
walls.
Check out the episode.
Let me know your thoughts.
Enjoy.
Had the pleasure of seeing thisguest speak live at a recent
event.
Had the pleasure of meetingthis guest last year, so got to
(00:43):
meet our guest twice now inperson.
But before getting in andintroducing who our guest is, I
do want to give a massive shoutout to our sponsors over at
Universal Accounting.
Thank you so much forsponsoring the show, everything
you guys do supporting us.
If you are looking to build thepremier accounting firm, check
out Universal Accounting.
They have amazing resources andthey will put you on the right
(01:05):
path to build your six, sevenfigure firm.
To our guest, dr Patience Rose,thank you so much for coming on
the show, taking the time outof your day.
I'm so excited to be havingthis conversation with you.
You had an amazing keynote atGrowCon a couple of weeks ago
and I'm so excited for ourguests to hear a little bit more
about your story Ocon a coupleweeks ago and I'm so excited for
our guests to hear a little bitmore about your story.
Speaker 2 (01:26):
Oh well, thank you so much for inviting me.
I was just kind of surprisedand excited, you know, to be
here with you, james, and I justthink that you know you are
such an amazing person.
I enjoyed you as well on thestage and been diving into your
book, and I'm excited about thattoo, and what you're doing over
there at Nine Two Media.
And I also am a big fan ofUniversal because a good part of
(01:50):
my training comes from them andmy mentor, who is the president
of the school, roger Connect.
I want to give a shout out tohim because he is just if I can
say this any other way, you knowI would, but he is a hands-on,
all-in, you know coach and Ireally do appreciate him.
(02:10):
Most of the success that we'vehad in the last two years has
been a good portion of itattributed to what it is that
he's poured into us at, you know, in our business mastery group,
as well as in the courses thatare available at Universal.
So I just had to say thatbecause I really am a fan.
Speaker 1 (02:27):
Absolutely.
Yeah, we love sharing the lovefor Roger and the team at
Universal.
They're great Patience.
Tell me a little bit about howyou got started in this industry
.
This is a question I've beenasking guests as of late.
Did you know growing up, youknow running around on the
schoolyard, that you wanted tobe working with numbers all day,
(02:49):
every day?
Or how did you get you know towhere you are now into this
industry?
Speaker 2 (02:53):
Okay, so this is a serious ride.
So let's just take me back toRalph Bunche Elementary School.
Okay, so I was really good inmath.
I was just very, very good inmath.
But I never thought that in mywildest dreams I would be an
accountant.
I thought that was somethingfor other people and it wasn't
so much that.
(03:14):
You know, my view ofaccountants was something very,
very different, or rosy, oranything like that.
I knew what they did and, youknow, I kind of liked what they
did, but I just didn't see medoing that.
I saw me being a teacher whichI did do, by the way and I
taught school.
(03:34):
I taught preschool, I taughtspecial needs, I taught gifted
kids.
I did all of that, but my lovefor numbers took me into very
different places.
So when I went to high school, Ialso went to college.
I was a pretty bright kid and Iwas able to start college in
the 10th grade and I tookseveral classes.
Half day I was in the collegeenvironment and the other half I
(03:58):
was at the regular schoolenvironment.
When I was like I don't know,maybe 16, I graduated high
school, but my mother made mekeep going because she said that
I had to be able to socialize.
And so I had to go to schoolevery day, even though I had a
diploma already, you know, tosocialize in a classroom
environment with students my age.
(04:18):
So that was fine, but I alsowent to college, you know, at
the same time.
Well, at some point, you know,I graduated earlier than what
she thought.
She let me, you know, come onout.
And I did go ahead to thecollege campus.
And when I went to the collegecampus, I found myself having to
work because I needed to beable to support myself.
So I had a job at Six Flags andwhat did I do there?
(04:41):
I was a ticket taker.
What did I do?
I counted $20,000 a day and Iwas like, wow, this is kind of
cool.
And I never was over and I wasnever under, and that was kind
of a metric Okay, because therewere not very many people that
could say the same thing.
People who are older than me,you know, cause I was one of the
(05:03):
youngest ones on the crew.
People who are older than me,you know, because I was one of
the youngest ones on the crew.
They were always, you know, apenny, two pennies, whatever it
was, and we were doing mostthings in cash back then.
Now everybody's paying withstuff, with cards, you know, so
it makes it a lot easier, butback then everyone was coming
through with cash and so theywould always put me on the line
where it was if a person had allcash.
That was my line because I wasaccurate, you know, and I still
(05:27):
didn't get it.
Ok, I went on to talk school anddid a whole thing, you know,
and at some point, as I wasteaching school, I started
opening schools for specialneeds kids and so I had my own
and I was opening for otherpeople and I had that part of my
life.
I taught college, I was a deanof the university, did all of
this stuff, but it never clicked.
(05:47):
And then I had what was calledmy next 50 plan, my next 50
years.
So my next 50 years included mebecoming something in business.
I just had this thought I'll goget an MBA, and that's what I
did.
I did, I got the MBA and I wasreally enamored with the
(06:08):
accounting, economics and, youknow, financial and management
accounting side of the MBA.
I love the business law too andI did really well over there
and you know, I was a businessmogul by the time I went to
school.
So it was.
You know, I was already a CEO,I had been a serial entrepreneur
, I had awards up to yin yangfor all of what I had done to
(06:29):
that point.
But it never clicked that thislittle niche of accounting was
an area for me until I realizedthat, okay, I could do.
You know, all of these thingsthat other people who had
doctorate degrees in dataanalytics could do, and I did
most of it in my head.
That's when something said, oh,wait a minute, okay, there's
(06:52):
something going on in there thatI need to really, you know,
kind of focus in on.
And when my clients startedcoming to me with the questions
whether it was a tax question oraccounting question or
bookkeeping question and theyhad issues that they were facing
in their business.
They weren't profitable and Icould see why.
I mean, it was just blaring atme and I'm saying, okay, this is
what we need to do.
At some point I said, okay, Ineed to go and get more training
(07:16):
so that I can really dosomething with this.
So that's how I got to theaccounting space.
I still continue to be anadvisor.
I'm a value builder advisorcertified.
I'm a life plan strategicadvisor, but where I really
shined is where I did thebusiness plans and benchmarking
and all of those things, james,and it was quite interesting
(07:39):
because the clients saw results,you know, when they sold the
company, when they, you know,pass it down to their kids.
You know, and that's what mademe understand that this is a
space I needed to be in.
Speaker 1 (07:52):
That's amazing.
It's such a superpower howyou're able to look at a
business or the numbers, andit's just it jumps out and the
answer is so easily you, youknow, available in front of you.
That's that's why everyoneneeds an advisor and that
fractional cfo and someone intheir corner if they're running
a business.
(08:12):
I feel blessed to be workingwith everyone in this space.
Otherwise, I would probably belike everyone else thinking, oh,
this is another expense thatyou know.
I don't know if I need it, butbeing on this side of the coin,
I realized how valuable it is.
And having that strategicpartner who can just say, no,
this, this is exactly where weneed to go.
(08:32):
There's no emotion about this.
This is what the data says.
Speaker 2 (08:35):
Right.
The numbers say this.
I understand what you think andwhat you want, but the numbers
are saying this and they'rescreaming at us.
So we need to do somethingabout the numbers.
Either we need to push themfurther because they're pushing
you in a certain direction, orwe need to pull back because,
(08:55):
based on what the numbers aresaying, you're scaling too fast.
You're not going to be able tosustain this.
So, yeah, I think it's soimportant to have that person,
and I'll tell you how far in mylife, how real this got is when
I was able to double, triple andthen quadruple my own revenues
year after year after year,based on looking at the see in
(09:18):
my industry.
Okay, I'm just saying lookingat the numbers and saying, okay,
if we tweak this one thing orif we scale in this way, then
you know this will change thingsfor us.
And I mean we're.
You know, we're seven yearsyoung and we actually have done
some amazing things for anonprofit on the nonprofit side.
(09:40):
Our for-profit is serving ournonprofit because it does all
the tax returns and it does theCFO work for people who are in.
Our for-profit is serving ournonprofit because it does all
the tax returns and it does theCFO work for people who are in
our for-profit I mean ournonprofit membership.
So we created a whole businessto serve the other business,
because the numbers were thatimportant.
Speaker 1 (09:58):
That's so cool, that's so good.
Tell me a little bit about someof your maybe the success
stories that stand out to youthe most, that you're the most
proud of, maybe for your clients, like, what is some of the work
where you've been able to sitdown and maybe you've
transformed a business that washeading right into the ground?
I don't want to answer yourquestion.
(10:19):
I don't want to answer thequestion for you what's
something that you're very proudof that you've been able to
help your clients out with,based off of your knowledge and
what your team has been able todo?
Speaker 2 (10:29):
Good question.
You know, I tell my clients allthe time I stole this from
Roger my success is your success.
Okay, your success is mysuccess.
But I have a particular waythat I coach and one of the
things that you know you bringto advisory is you know your
style or your, you know yourpersonality and I have an I do
(10:51):
it, we do it, you do it.
System, okay, period.
You know, I show I opened up mybooks, I opened up my um uh
annals, if I can say that I haveannual reports from you,
reports from year over year, andI want them to see what it is
that I did, how I did it, whereI started, the mistakes I made.
Then they're looking, they'repaying attention to what it is
(11:15):
that I'm saying.
Then, at that point, I want usto get in there and I'm under
that rock with them.
I don't know if you've been toour website, but we've got on my
personal website.
I have this, you know, rockwith me under there and my
cartoon person and the otherperson under there on the other
side and we're, you know, tryingto get this rock up, up into
the place where it goes, andwe're really in there doing it
(11:35):
together.
Okay, I mean, I have actionitems, just like you have action
items, and then on the otherside of that, you know, now I'm
standing watching you do it.
You know I'm not going to sitthere and watch you just make a
mistake.
I'm going to say something if Isee something, but at the most,
the most important thing is Ineed to let you learn some of
these lessons you know, and makesure that it's what you want,
(11:56):
that the fit is what you wantyou know.
So so that when you do have thesuccess, you can say, oh, you
know what I did that.
Okay, you know, I actually madethese level up movements that
my coach talked about and I didit.
So when, with that said, youknow, I have a lot of these
little stories.
You know one such story where Ihave a client who she started a
(12:17):
literacy program, you know, andshe was also working her
everyday job and it's like, okay, you know, I don't want you to
be holding to the paycheck.
You know I need you tounderstand when it's time to
leave, and that's a hard thingfor people who are subsidizing
their you know their ideas withtheir business every day.
(12:37):
You know the job that they'redoing their W-2.
And so with her she was able tolearn a few things.
We did the value builder withher.
We also worked through somecomplex concepts of helping her
to understand, mapping herbusiness and everything that she
needed to do in that moment.
(12:58):
And within just a few months shegot a contract from a school
district to take her programlive in their school district,
which I believe, changed herentire trajectory.
Ok, because at that point shecould make an informed decision
because she had the metrics, shehad the numbers, she had
everything to support.
This is what my company can dofor you School district, not
(13:21):
just for you one student at atime.
And what she had inside of her,I believe, was for the masses.
It was not for one student at atime or one parent at a time.
She needed to be able to havean effect on larger amounts of
people and we were able to dothat because of the coaching you
know.
And another such incident waswhen we had a person who was a
(13:44):
former professional athlete andwe were able to take him from
five million to 12 million in 90days.
That's like a crazy, I thinkthat's good.
Right, but he followed theinstructions.
Followed the instructions youknow.
So looking at these, you knowtwo very different things.
Right, she was a small littleentity who was get his revenues
(14:07):
up and get the value of hiscompany up so that he could sell
(14:27):
it and get the 10X or keep itand pass it down.
You're chairman of the boardone day, whatever his idea was.
But yeah, it's a real thing,james.
When you have an effect on aperson's company and their
audience whoever audience, youknow, whoever their target is,
you know.
And so one last one I'm workingwith a 73 year old I believe
(14:52):
she's 73, business owner whowent to business school years
and years and years and yearsand years ago, okay, and she
retired and decided that shewanted to put something into the
market and she had a specificarea that she wanted to serve
and we started working on it.
And she was trusting me withher retirement money Okay, cause
(15:12):
she was paying for her coachingout of her retirement and she
invested a good portion of it.
And we did really, really well,only to get to a certain point
and find out she could not usewhat she thought she was going
to use for her product and itwas like it seemed that all was
lost, okay.
Well, the good news is, notonly was all not lost, okay, but
(15:36):
she was able to, this year, geta $65,000 grant to turn her
chemically based product intoall natural, which is where we
were really wanting to go anyway.
And now she'll be getting amonograph or what is FDA
approval for all intents andpurposes, to be able to put that
product into market, and she'llbe able to do it this year,
(15:59):
okay, which is what we weregoing for.
(16:23):
No-transcript.
But quitting is a thief.
It robs you of your potential.
And she could have said youknow what?
I've done everything I could do.
It's not likely that we'regonna be able to get this to
market.
She kept coming to her meetingsand I kept pouring into her
saying no, this is gonna happen,it's going to happen.
(16:47):
And so when she contacted me,said you're screaming in the
phone and I was like, oh mygoodness, this is so awesome.
It's just a test of herresilience, but also the ability
to just stick to something withthe right guidance, with the
right advisory.
Sticking to something andseeing it all the way through so
that you can get on the otherside of it what it is that's
going to serve the market.
Speaker 1 (17:10):
There's so much success there, but I just I
couldn't help but think of theripple effect and how many
ripples have taken place fromyou and your team at very core,
helping people understand theirnumbers.
Yes, and you speak about yourclient to not only were they hey
(17:34):
, it's not just helping out onestudent at a school, it's not
just one school, it's the entiredistrict.
Well, how many students liveswere positively impacted from
that?
That then rippled into theirfamily and siblings and friends
and just from understandingnumbers to get that opportunity
and the products in the businessis.
It is wild and I'm alwaystrying to remind my team and in
(17:58):
what we're doing as well, asis's so much more to it than
maybe what it seems like in theday-to-day stuff.
Like the ripple effect is veryreal and it's so cool to hear
all the success that you'rebringing to your clients and
just how that continues to.
I just constantly I alwayspicture the visual of you know
(18:18):
throwing a boulder into themiddle of a lake and just see.
Speaker 2 (18:20):
Right and see oh yeah , absolutely, I'm there with you
.
Yes, In that way I'm visual OK.
Speaker 1 (18:28):
Yeah, patience.
You mentioned something reallygreat there Never quitting is
quitting is the, is the thief,or I mean you can even say
comparison is a thief of joy,quitting any of them is a thief.
You have a very cool story thatyou shared at Grocon from stage
(18:49):
that I thought was reallymoving about not quitting,
because I can only imagine andif you're open to talking about
it, if you're not, oh,absolutely.
Speaker 2 (18:58):
You know what I'm an open book here.
Speaker 1 (19:00):
Okay, perfect, because I'll let you share the
story.
But I feel like it would havebeen really easy to quit after
what you experienced, and youhaven't, and you've built an
extremely successful company,extremely inspiring and
motivating to listen toinspiring and motivating to
(19:23):
listen to, and I would love foryou to share a little bit of
that story with the listeners ofhow you didn't quit and how you
turned that experience now into, I mean, an extremely
successful company, and I meanyou're just amazing at what you
do.
So if you would, I'll pass themic to you to share a little bit
of that story.
Speaker 2 (19:38):
Absolutely.
Oh no, you know what I tellpeople all the time that a lot
of times, you know, we havethings that we can, we have
happened in our life and wethink that those things are the
end, okay.
It's like, okay, this is theend of me, you know, end of my
family.
I'm never going to, you know,be able to overcome.
(19:59):
You know or, for that matter,you know, even if I do, it's
going to be so difficult.
I'm only going to barely getyou know, certain things done.
But it was interesting.
I shared it.
The way that I shared it, youknow, at every place where I
shared it is that one day I gotone of those FBI knocks at the
door and you know I chose to letthem in, ok, and I chose to sit
(20:35):
down and talk to them because Ithought that I was helping.
You know that the informationthat they were garnering my
house with you know, literallyguns and lights and all of this
stuff walking through mybeautiful 10,000 square foot
house that I had at the time andI was just like, oh my God, in
(20:55):
front of my kids, ok, in frontof my husband, and I was just so
totally floored with you knowwhat the reason was that they
were there, you know.
I mean, I thought I knew whatthe reason was, but later on I
found out that there was a lotof other things attached to it,
but it ended up being that I hada five-year sentence.
(21:20):
You know that I chose to gothat road and not go the road of
, you know, deciding to fightthe US government and trying to
make my way through this becauseit was, you know, by advisement
of my legal team.
You know, this would not be agood idea.
Most people do not win andyou'll end up with more, you
(21:41):
know, time, okay, if you go thatroute.
And so I just chose to not dothat and instead, um, that, and
I had a post-conviction optionattorney who told me we will
make this all go away, but ifyou do that, this is what the
result of that will be, andthese are the amount of people
that they're going to probablygo after if we do what it is
that we can do, you know, toshow your innocence.
(22:03):
You've got the little old ladythat bought a house from you,
you've got this, you've got that, all of these things, you know,
and I'm like, okay, all right,but if you go ahead and do this.
We're coming for you, we'regoing to get you out.
Well, that didn't happen either.
Okay, so I was there for almostthe entire five years, you know
, except the small amount oftime because it was federal that
I got for good behavior.
(22:24):
And in year four and a half iswhen it was revealed that I
shouldn't have been there.
Ok, that information was, youknow, revealed not just outside
of, not inside, on the inside.
I didn't have any clue what wasgoing on on the outside, but I
got the notice from my husband.
He says listen, this is what'shappening and this is what I
(22:46):
have been told and this is whatis being requested.
And I'm sitting here going.
Okay, I've almost served allfive of these years.
But the interesting thing isthat I went in there with a
different attitude that yearfour and a half.
It came way late.
Okay, for me to just be sittingaround waiting for somebody to
come and get me out.
(23:06):
Day one I had a plan.
I turned a piece of paper intowhat I called my iPad.
Okay, I folded it into littlespaces and I had something
written in every space, justlike I had my little icons on my
iPad.
I used that to manage mylivelihood inside of there,
which essentially was mecreating the ability to help
(23:30):
others understand what theirnext was going to be.
So I began coaching from insideof there.
I helped people startbusinesses inside of there.
I actually was not supposed topractice anything.
That was my craft before I wentto prison and I did exactly the
opposite, hoping that I didn'tget in trouble because I did
music therapy from in there.
I taught nutrition classes fromin there.
(23:53):
It was just amazing and everyday I had my full on plan for
what was going to happen when Ileft.
In other words, I had a planfor how many days I was going to
be out before I got gainfulemployment, when I was going to
actually start the next company,when I was going to launch the
paperwork for my 501c3.
(24:14):
I mean, it was like down to ascience.
I even created several trustswhile I was there to make sure
that I had places to put thingsand I had people that
participated on the outside tomake sure that nothing fell to
the ground.
It's like, okay, when I get outof here, these are the things
that need to happen.
And four days after, I was inthe halfway house but I went to
(24:39):
work every day, but where Iworked?
House, but I went to work everyday, but where I worked I was a
strategic advisor, a researcher, strategic planner, business
strategist for the CEO of acompany, working from her office
, and after I was done doing herwork, she allowed me to do my
(24:59):
work with my company.
So I got an opportunity to seeclients.
I got an opportunity to set up,you know, the companies in the
manner that they needed to beset up.
I had an opportunity to weighin on what was going on there
and get them a retentionschedule and help them with some
things that needed to becorrected.
You know they had a wonderfulaccountant, wonderful bookkeeper
, but they had some things thatwere still a little out of order
and so I was able to help withthem doing everything.
(25:21):
We had a little back office ofstudents you know, interns that
came in and assisted, but then Ialso was able to run my company
and, interestingly enough, wedid very well that first year.
We did even better the nextyear because we doubled our
revenues.
Year three we actually tripledthe revenues, and the revenues
(25:46):
don't really matter for me, asmuch as it is that I had more
money to work with to servepeople, because we generally,
whatever we made, we gave almostthat same amount back in
scholarships and donations andgrants and, you know, helping
businesses get started.
You know $15,000 worth ofequipment to one business to get
(26:07):
them started.
I mean, it was just an amazing.
You know structure to be in andI never thought about the
barriers.
The barriers were there before Ileft because they had me scared
to life about not being able toget in a place to stay because
of having a background, notbeing able to get your credit.
You're not going to be able toget a bank account at first.
(26:29):
You're going to have this,you're going to have that.
And I had the mindset of watchme.
It was like I got to do thisbecause I have to show someone
else that it's possible.
If I don't do it, there arepeople coming behind me that
will look at this and say it'snot possible.
So I needed that momentum andthat you know that push to say
(26:52):
this is what's possible.
You know, and my faith was verystrong.
You know I believed that I hadsuperpowers Okay, and I had a
wingman Okay, and based on that,it was just an amazing, amazing
time to watch things come intofruition, you know, and not
(27:16):
without the challenges.
Because, let me tell you, therewere a couple of times I thought
I was going to get in a lot oftrouble because I had asked for
permission to do things.
And you know, I did what I saidI was going to do but it made
me five minutes late coming back, ok, or 10 minutes late People
were getting sent back to prisonfor this stuff.
You know, 10 minutes, 15minutes, ok.
(27:44):
You too many write ups.
You go back, you know, and Iwas so concerned and I remember
one time I missed the bus and Iwas like, oh gosh, I had to walk
and I had nobody to come pickme up.
I got lost because I didn'tknow how to get from one place,
because I had never used the bussystem.
So it was so many challenges,like little things, like that.
But the thing is, is the thoselittle things pale in comparison
to the result?
I tell people all the time youcan argue with me, but you
cannot argue with my result.
And at the end of the day,results are irrefutable.
(28:07):
And I look at that time now andsay I am so grateful that I did
not have the mindset to settlefor what other people said would
be my end or even, you know,would be a challenge.
Instead, I looked at it andsaid, okay, I've got here, here
(28:28):
and here that I can go, allright, what are the odds of this
?
What are the odds of thenumbers?
Okay, you know, and let me seeexactly the path.
And I even developed the systemthat we call the backwards
business planning system,because in that system, we look
at the end result and we courseour path back to day one.
That's how I built this company.
(28:48):
That's how I actually becamesuccessful after prison, by
looking at the end result.
That's how I graduated with mylast master's degree as a
valedictorian of my class,because I looked at the end
result and I coursed my pathback to day one.
I had to have that mindset that, okay, this is what I want.
(29:09):
And in order to get there,there's a path.
And let me look at how thatpath needs to be coursed so that
I'm successful at making surethat I attain this thing.
Speaker 1 (29:21):
Thank you so much for sharing that Patience.
It's truly inspiring.
I can't imagine what that musthave been like for you and just
for how again the ripple effectsand how many lives you
positively impacted while youwere there and helping everyone.
And that's what really stuckwith me during your presentation
(29:44):
at GrowCon was just how muchyou're serving and helping
everyone and it really soundslike you just put everyone else
in front of you to make surethey're set up and then, in
return, a byproduct of that isyou're taken care of because, oh
, absolutely 100%, 100%.
Speaker 2 (30:03):
There is no way that I could be experiencing what I'm
experiencing now the ability tohave offices in different
states and, you know, to live mylife.
I don't get a vacation veryoften, but I get a chance to go
to Hawaii and serve my clientsand so, while I'm there, if I
can stick my toes in the water,it works.
But it's a, it's a wonderfulexpose of what God will do.
(30:28):
You know when you trust, youknow when you have faith, and in
my life, I have to say thatthat is the, that I call that my
compass, that is the.
I call that my compass.
You know, that is really what Iutilize to guide me.
You know, in the directions thatI go, and peace is my filter.
(30:49):
Okay, I know, when I have peace, everything's good, you know.
So I'm using those things as mytools in my tool shed.
Those are my circle ofdisciplines.
It works for me, you know, andI've seen it work for others too
, so I'm excited about that.
You know, to have my ability tosow into people.
And when I leave this earth,one of the things that I want to
(31:12):
be able to leave in here isthat resilience, you know, to
help somebody know that, hey,it's not over.
Your business might not bedoing well right now, you know,
but there is a path, okay, andif we look at the end result, we
can get back to day one wherewe can start, you know, and you
know, turn it into somethingthat's not just, you know,
(31:32):
profitable, but somethingthat'll have a lasting impact.
Speaker 1 (31:36):
So good Patience.
I've taken enough of your timehere.
You've been very gracious withthat, but I do have one last
question for you.
Sure, what is the best piece ofadvice you've ever received?
Speaker 2 (31:51):
Oh, good question, Good question.
I have to say, the best pieceof advice that I have ever
received is to keep movingforward, no matter what
obstacles appear, because thoseare just appearances.
Keep moving forward, and youknow that advice has kept me in
(32:13):
a position where I have beenable to move forward through a
lot of adversity.
And I tell you, adversity hasbeen my biggest teacher in a lot
of the ways that I have learnedthings.
Adversity has been my biggestteacher.
So you just got to keep movingforward.
I love that.
Keep moving forward, it's sosimple.
Speaker 1 (32:35):
I love that.
Keep moving forward.
It's so simple.
It's simple to say, it's harderto do.
Of course, that's greatPatience.
You are absolutely amazing.
Thank you so much for coming onand giving your time to come on
this podcast and sharing yourstory.
I can't wait to see you againat the next event.
Yes, I'm excited and I hopeeveryone enjoys this episode and
(33:02):
engages with it.
How can people get in touchwith you if they want to
continue the conversation oreven chat about potentially
working with you?
Speaker 2 (33:09):
Oh, wow, good question.
Thank you.
Well, I'm always on LinkedIn.
Okay, they can find me,patience Jackson Rose, there,
but they can also just go to ourwebsite, redworldwideorg.
That's the main place thatpeople usually will find me.
My email address is admin atredworldwideorg.
(33:33):
So pretty simple, and you knowI look forward to chatting.
We are very big on educating,so we have lots of free
resources on our webpage, soplease go and take advantage of
those.
And we offer free consultations.
So you can also find me atcalendlycom forward slash red
(33:53):
worldwide.
You know, so we're everywhere,we're easy to find.
Speaker 1 (33:57):
Perfect.
We'll put some links in theshow notes so it's super easy
for people to get in touch withyou.
Again, Patience, I can't thankyou enough.
Thank you for coming on andsharing an amazing story and all
of your successes.
Thank you so much.
Speaker 2 (34:10):
Oh, you're so welcome .
You have a wonderful, wonderfulday.
Speaker 1 (34:14):
Thanks for tuning into this episode of CFO
Chronicles the secrets behindsuccess.
I hope you found value intoday's conversation.
As we wrap up, I'd love for youto do two things.
First, make sure to subscribeto this podcast so you don't
miss any future episodes.
If you enjoyed today'sdiscussion, please rate and
review the show.
It helps others discover theinsights we share here.
Second, if you're ready to takeyour business to the next level
(34:38):
and attract the high-endclients you deserve, head over
to accountingleadsnowcom orclick the link in the show notes
to book your strategy.
Call it's time to positionyourself as the advisor your
clients need.
And don't forget you canconnect with me on LinkedIn to
stay up to date on what'shappening in the world of
accounting and financial growth.
We've got exciting topicscoming up, so stay tuned for the
next episode of CFO Chronicles.
(34:59):
Until then, keep pushingforward.
Your growth is just onestrategic move away.
Speaker 3 (35:05):
Thanks for listening to CFO Chronicles the secrets
behind success.
We hope today's episodeprovided valuable strategies to
help you attract morehigh-paying clients.
Be sure to subscribe, follow,follow and share with fellow
professionals.
Connect with us on LinkedIn andleave a review or comment to
join the conversation.
Your feedback helps us bringyou the best insights in finance
(35:30):
and marketing.
Until next time, keep strivingfor success and unlocking your
business's potential.
Welcome back to another episode of CFO
Chronicles.
We are joined by an incredibleguest today who has an amazing
story to share.
We get into what it means toserve others and the work that
goes beyond what it is you'redoing and the ripple effect
that's created.
We also dive into her story ofgoing from prison to profits,
(00:21):
being wrongfully accused,serving multiple years in prison
and building a seven figurefirm starting from inside prison
walls.
Check out the episode.
Let me know your thoughts.
Enjoy.
Had the pleasure of seeing thisguest speak live at a recent
event.
Had the pleasure of meetingthis guest last year, so got to
(00:43):
meet our guest twice now inperson.
But before getting in andintroducing who our guest is, I
do want to give a massive shoutout to our sponsors over at
Universal Accounting.
Thank you so much forsponsoring the show, everything
you guys do supporting us.
If you are looking to build thepremier accounting firm, check
out Universal Accounting.
They have amazing resources andthey will put you on the right
(01:05):
path to build your six, sevenfigure firm.
To our guest, dr Patience Rose,thank you so much for coming on
the show, taking the time outof your day.
I'm so excited to be havingthis conversation with you.
You had an amazing keynote atGrowCon a couple of weeks ago
and I'm so excited for ourguests to hear a little bit more
about your story Ocon a coupleweeks ago and I'm so excited for
our guests to hear a little bitmore about your story.
Speaker 2 (01:26):
Oh well, thank you so much for inviting me.
I was just kind of surprisedand excited, you know, to be
here with you, james, and I justthink that you know you are
such an amazing person.
I enjoyed you as well on thestage and been diving into your
book, and I'm excited about thattoo, and what you're doing over
there at Nine Two Media.
And I also am a big fan ofUniversal because a good part of
(01:50):
my training comes from them andmy mentor, who is the president
of the school, roger Connect.
I want to give a shout out tohim because he is just if I can
say this any other way, you knowI would, but he is a hands-on,
all-in, you know coach and Ireally do appreciate him.
(02:10):
Most of the success that we'vehad in the last two years has
been a good portion of itattributed to what it is that
he's poured into us at, you know, in our business mastery group,
as well as in the courses thatare available at Universal.
So I just had to say thatbecause I really am a fan.
Speaker 1 (02:27):
Absolutely.
Yeah, we love sharing the lovefor Roger and the team at
Universal.
They're great Patience.
Tell me a little bit about howyou got started in this industry
.
This is a question I've beenasking guests as of late.
Did you know growing up, youknow running around on the
schoolyard, that you wanted tobe working with numbers all day,
(02:49):
every day?
Or how did you get you know towhere you are now into this
industry?
Speaker 2 (02:53):
Okay, so this is a serious ride.
So let's just take me back toRalph Bunche Elementary School.
Okay, so I was really good inmath.
I was just very, very good inmath.
But I never thought that in mywildest dreams I would be an
accountant.
I thought that was somethingfor other people and it wasn't
so much that.
(03:14):
You know, my view ofaccountants was something very,
very different, or rosy, oranything like that.
I knew what they did and, youknow, I kind of liked what they
did, but I just didn't see medoing that.
I saw me being a teacher whichI did do, by the way and I
taught school.
(03:34):
I taught preschool, I taughtspecial needs, I taught gifted
kids.
I did all of that, but my lovefor numbers took me into very
different places.
So when I went to high school, Ialso went to college.
I was a pretty bright kid and Iwas able to start college in
the 10th grade and I tookseveral classes.
Half day I was in the collegeenvironment and the other half I
(03:58):
was at the regular schoolenvironment.
When I was like I don't know,maybe 16, I graduated high
school, but my mother made mekeep going because she said that
I had to be able to socialize.
And so I had to go to schoolevery day, even though I had a
diploma already, you know, tosocialize in a classroom
environment with students my age.
(04:18):
So that was fine, but I alsowent to college, you know, at
the same time.
Well, at some point, you know,I graduated earlier than what
she thought.
She let me, you know, come onout.
And I did go ahead to thecollege campus.
And when I went to the collegecampus, I found myself having to
work because I needed to beable to support myself.
So I had a job at Six Flags andwhat did I do there?
(04:41):
I was a ticket taker.
What did I do?
I counted $20,000 a day and Iwas like, wow, this is kind of
cool.
And I never was over and I wasnever under, and that was kind
of a metric Okay, because therewere not very many people that
could say the same thing.
People who are older than me,you know, cause I was one of the
(05:03):
youngest ones on the crew.
People who are older than me,you know, because I was one of
the youngest ones on the crew.
They were always, you know, apenny, two pennies, whatever it
was, and we were doing mostthings in cash back then.
Now everybody's paying withstuff, with cards, you know, so
it makes it a lot easier, butback then everyone was coming
through with cash and so theywould always put me on the line
where it was if a person had allcash.
That was my line because I wasaccurate, you know, and I still
(05:27):
didn't get it.
Ok, I went on to talk school anddid a whole thing, you know,
and at some point, as I wasteaching school, I started
opening schools for specialneeds kids and so I had my own
and I was opening for otherpeople and I had that part of my
life.
I taught college, I was a deanof the university, did all of
this stuff, but it never clicked.
(05:47):
And then I had what was calledmy next 50 plan, my next 50
years.
So my next 50 years included mebecoming something in business.
I just had this thought I'll goget an MBA, and that's what I
did.
I did, I got the MBA and I wasreally enamored with the
(06:08):
accounting, economics and, youknow, financial and management
accounting side of the MBA.
I love the business law too andI did really well over there
and you know, I was a businessmogul by the time I went to
school.
So it was.
You know, I was already a CEO,I had been a serial entrepreneur
, I had awards up to yin yangfor all of what I had done to
(06:29):
that point.
But it never clicked that thislittle niche of accounting was
an area for me until I realizedthat, okay, I could do.
You know, all of these thingsthat other people who had
doctorate degrees in dataanalytics could do, and I did
most of it in my head.
That's when something said, oh,wait a minute, okay, there's
(06:52):
something going on in there thatI need to really, you know,
kind of focus in on.
And when my clients startedcoming to me with the questions
whether it was a tax question oraccounting question or
bookkeeping question and theyhad issues that they were facing
in their business.
They weren't profitable and Icould see why.
I mean, it was just blaring atme and I'm saying, okay, this is
what we need to do.
At some point I said, okay, Ineed to go and get more training
(07:16):
so that I can really dosomething with this.
So that's how I got to theaccounting space.
I still continue to be anadvisor.
I'm a value builder advisorcertified.
I'm a life plan strategicadvisor, but where I really
shined is where I did thebusiness plans and benchmarking
and all of those things, james,and it was quite interesting
(07:39):
because the clients saw results,you know, when they sold the
company, when they, you know,pass it down to their kids.
You know, and that's what mademe understand that this is a
space I needed to be in.
Speaker 1 (07:52):
That's amazing.
It's such a superpower howyou're able to look at a
business or the numbers, andit's just it jumps out and the
answer is so easily you, youknow, available in front of you.
That's that's why everyoneneeds an advisor and that
fractional cfo and someone intheir corner if they're running
a business.
(08:12):
I feel blessed to be workingwith everyone in this space.
Otherwise, I would probably belike everyone else thinking, oh,
this is another expense thatyou know.
I don't know if I need it, butbeing on this side of the coin,
I realized how valuable it is.
And having that strategicpartner who can just say, no,
this, this is exactly where weneed to go.
(08:32):
There's no emotion about this.
This is what the data says.
Speaker 2 (08:35):
Right.
The numbers say this.
I understand what you think andwhat you want, but the numbers
are saying this and they'rescreaming at us.
So we need to do somethingabout the numbers.
Either we need to push themfurther because they're pushing
you in a certain direction, orwe need to pull back because,
(08:55):
based on what the numbers aresaying, you're scaling too fast.
You're not going to be able tosustain this.
So, yeah, I think it's soimportant to have that person,
and I'll tell you how far in mylife, how real this got is when
I was able to double, triple andthen quadruple my own revenues
year after year after year,based on looking at the see in
(09:18):
my industry.
Okay, I'm just saying lookingat the numbers and saying, okay,
if we tweak this one thing orif we scale in this way, then
you know this will change thingsfor us.
And I mean we're.
You know, we're seven yearsyoung and we actually have done
some amazing things for anonprofit on the nonprofit side.
(09:40):
Our for-profit is serving ournonprofit because it does all
the tax returns and it does theCFO work for people who are in.
Our for-profit is serving ournonprofit because it does all
the tax returns and it does theCFO work for people who are in
our for-profit I mean ournonprofit membership.
So we created a whole businessto serve the other business,
because the numbers were thatimportant.
Speaker 1 (09:58):
That's so cool, that's so good.
Tell me a little bit about someof your maybe the success
stories that stand out to youthe most, that you're the most
proud of, maybe for your clients, like, what is some of the work
where you've been able to sitdown and maybe you've
transformed a business that washeading right into the ground?
I don't want to answer yourquestion.
(10:19):
I don't want to answer thequestion for you what's
something that you're very proudof that you've been able to
help your clients out with,based off of your knowledge and
what your team has been able todo?
Speaker 2 (10:29):
Good question.
You know, I tell my clients allthe time I stole this from
Roger my success is your success.
Okay, your success is mysuccess.
But I have a particular waythat I coach and one of the
things that you know you bringto advisory is you know your
style or your, you know yourpersonality and I have an I do
(10:51):
it, we do it, you do it.
System, okay, period.
You know, I show I opened up mybooks, I opened up my um uh
annals, if I can say that I haveannual reports from you,
reports from year over year, andI want them to see what it is
that I did, how I did it, whereI started, the mistakes I made.
Then they're looking, they'repaying attention to what it is
(11:15):
that I'm saying.
Then, at that point, I want usto get in there and I'm under
that rock with them.
I don't know if you've been toour website, but we've got on my
personal website.
I have this, you know, rockwith me under there and my
cartoon person and the otherperson under there on the other
side and we're, you know, tryingto get this rock up, up into
the place where it goes, andwe're really in there doing it
(11:35):
together.
Okay, I mean, I have actionitems, just like you have action
items, and then on the otherside of that, you know, now I'm
standing watching you do it.
You know I'm not going to sitthere and watch you just make a
mistake.
I'm going to say something if Isee something, but at the most,
the most important thing is Ineed to let you learn some of
these lessons you know, and makesure that it's what you want,
(11:56):
that the fit is what you wantyou know.
So so that when you do have thesuccess, you can say, oh, you
know what I did that.
Okay, you know, I actually madethese level up movements that
my coach talked about and I didit.
So when, with that said, youknow, I have a lot of these
little stories.
You know one such story where Ihave a client who she started a
(12:17):
literacy program, you know, andshe was also working her
everyday job and it's like, okay, you know, I don't want you to
be holding to the paycheck.
You know I need you tounderstand when it's time to
leave, and that's a hard thingfor people who are subsidizing
their you know their ideas withtheir business every day.
(12:37):
You know the job that they'redoing their W-2.
And so with her she was able tolearn a few things.
We did the value builder withher.
We also worked through somecomplex concepts of helping her
to understand, mapping herbusiness and everything that she
needed to do in that moment.
(12:58):
And within just a few months shegot a contract from a school
district to take her programlive in their school district,
which I believe, changed herentire trajectory.
Ok, because at that point shecould make an informed decision
because she had the metrics, shehad the numbers, she had
everything to support.
This is what my company can dofor you School district, not
(13:21):
just for you one student at atime.
And what she had inside of her,I believe, was for the masses.
It was not for one student at atime or one parent at a time.
She needed to be able to havean effect on larger amounts of
people and we were able to dothat because of the coaching you
know.
And another such incident waswhen we had a person who was a
(13:44):
former professional athlete andwe were able to take him from
five million to 12 million in 90days.
That's like a crazy, I thinkthat's good.
Right, but he followed theinstructions.
Followed the instructions youknow.
So looking at these, you knowtwo very different things.
Right, she was a small littleentity who was get his revenues
(14:07):
up and get the value of hiscompany up so that he could sell
(14:27):
it and get the 10X or keep itand pass it down.
You're chairman of the boardone day, whatever his idea was.
But yeah, it's a real thing,james.
When you have an effect on aperson's company and their
audience whoever audience, youknow, whoever their target is,
you know.
And so one last one I'm workingwith a 73 year old I believe
(14:52):
she's 73, business owner whowent to business school years
and years and years and yearsand years ago, okay, and she
retired and decided that shewanted to put something into the
market and she had a specificarea that she wanted to serve
and we started working on it.
And she was trusting me withher retirement money Okay, cause
(15:12):
she was paying for her coachingout of her retirement and she
invested a good portion of it.
And we did really, really well,only to get to a certain point
and find out she could not usewhat she thought she was going
to use for her product and itwas like it seemed that all was
lost, okay.
Well, the good news is, notonly was all not lost, okay, but
(15:36):
she was able to, this year, geta $65,000 grant to turn her
chemically based product intoall natural, which is where we
were really wanting to go anyway.
And now she'll be getting amonograph or what is FDA
approval for all intents andpurposes, to be able to put that
product into market, and she'llbe able to do it this year,
(15:59):
okay, which is what we weregoing for.
(16:23):
No-transcript.
But quitting is a thief.
It robs you of your potential.
And she could have said youknow what?
I've done everything I could do.
It's not likely that we'regonna be able to get this to
market.
She kept coming to her meetingsand I kept pouring into her
saying no, this is gonna happen,it's going to happen.
(16:47):
And so when she contacted me,said you're screaming in the
phone and I was like, oh mygoodness, this is so awesome.
It's just a test of herresilience, but also the ability
to just stick to something withthe right guidance, with the
right advisory.
Sticking to something andseeing it all the way through so
that you can get on the otherside of it what it is that's
going to serve the market.
Speaker 1 (17:10):
There's so much success there, but I just I
couldn't help but think of theripple effect and how many
ripples have taken place fromyou and your team at very core,
helping people understand theirnumbers.
Yes, and you speak about yourclient to not only were they hey
(17:34):
, it's not just helping out onestudent at a school, it's not
just one school, it's the entiredistrict.
Well, how many students liveswere positively impacted from
that?
That then rippled into theirfamily and siblings and friends
and just from understandingnumbers to get that opportunity
and the products in the businessis.
It is wild and I'm alwaystrying to remind my team and in
(17:58):
what we're doing as well, asis's so much more to it than
maybe what it seems like in theday-to-day stuff.
Like the ripple effect is veryreal and it's so cool to hear
all the success that you'rebringing to your clients and
just how that continues to.
I just constantly I alwayspicture the visual of you know
(18:18):
throwing a boulder into themiddle of a lake and just see.
Speaker 2 (18:20):
Right and see oh yeah , absolutely, I'm there with you
.
Yes, In that way I'm visual OK.
Speaker 1 (18:28):
Yeah, patience.
You mentioned something reallygreat there Never quitting is
quitting is the, is the thief,or I mean you can even say
comparison is a thief of joy,quitting any of them is a thief.
You have a very cool story thatyou shared at Grocon from stage
(18:49):
that I thought was reallymoving about not quitting,
because I can only imagine andif you're open to talking about
it, if you're not, oh,absolutely.
Speaker 2 (18:58):
You know what I'm an open book here.
Speaker 1 (19:00):
Okay, perfect, because I'll let you share the
story.
But I feel like it would havebeen really easy to quit after
what you experienced, and youhaven't, and you've built an
extremely successful company,extremely inspiring and
motivating to listen toinspiring and motivating to
(19:23):
listen to, and I would love foryou to share a little bit of
that story with the listeners ofhow you didn't quit and how you
turned that experience now into, I mean, an extremely
successful company, and I meanyou're just amazing at what you
do.
So if you would, I'll pass themic to you to share a little bit
of that story.
Speaker 2 (19:38):
Absolutely.
Oh no, you know what I tellpeople all the time that a lot
of times, you know, we havethings that we can, we have
happened in our life and wethink that those things are the
end, okay.
It's like, okay, this is theend of me, you know, end of my
family.
I'm never going to, you know,be able to overcome.
(19:59):
You know or, for that matter,you know, even if I do, it's
going to be so difficult.
I'm only going to barely getyou know, certain things done.
But it was interesting.
I shared it.
The way that I shared it, youknow, at every place where I
shared it is that one day I gotone of those FBI knocks at the
door and you know I chose to letthem in, ok, and I chose to sit
(20:35):
down and talk to them because Ithought that I was helping.
You know that the informationthat they were garnering my
house with you know, literallyguns and lights and all of this
stuff walking through mybeautiful 10,000 square foot
house that I had at the time andI was just like, oh my God, in
(20:55):
front of my kids, ok, in frontof my husband, and I was just so
totally floored with you knowwhat the reason was that they
were there, you know.
I mean, I thought I knew whatthe reason was, but later on I
found out that there was a lotof other things attached to it,
but it ended up being that I hada five-year sentence.
(21:20):
You know that I chose to gothat road and not go the road of
, you know, deciding to fightthe US government and trying to
make my way through this becauseit was, you know, by advisement
of my legal team.
You know, this would not be agood idea.
Most people do not win andyou'll end up with more, you
(21:41):
know, time, okay, if you go thatroute.
And so I just chose to not dothat and instead, um, that, and
I had a post-conviction optionattorney who told me we will
make this all go away, but ifyou do that, this is what the
result of that will be, andthese are the amount of people
that they're going to probablygo after if we do what it is
that we can do, you know, toshow your innocence.
(22:03):
You've got the little old ladythat bought a house from you,
you've got this, you've got that, all of these things, you know,
and I'm like, okay, all right,but if you go ahead and do this.
We're coming for you, we'regoing to get you out.
Well, that didn't happen either.
Okay, so I was there for almostthe entire five years, you know
, except the small amount oftime because it was federal that
I got for good behavior.
(22:24):
And in year four and a half iswhen it was revealed that I
shouldn't have been there.
Ok, that information was, youknow, revealed not just outside
of, not inside, on the inside.
I didn't have any clue what wasgoing on on the outside, but I
got the notice from my husband.
He says listen, this is what'shappening and this is what I
(22:46):
have been told and this is whatis being requested.
And I'm sitting here going.
Okay, I've almost served allfive of these years.
But the interesting thing isthat I went in there with a
different attitude that yearfour and a half.
It came way late.
Okay, for me to just be sittingaround waiting for somebody to
come and get me out.
(23:06):
Day one I had a plan.
I turned a piece of paper intowhat I called my iPad.
Okay, I folded it into littlespaces and I had something
written in every space, justlike I had my little icons on my
iPad.
I used that to manage mylivelihood inside of there,
which essentially was mecreating the ability to help
(23:30):
others understand what theirnext was going to be.
So I began coaching from insideof there.
I helped people startbusinesses inside of there.
I actually was not supposed topractice anything.
That was my craft before I wentto prison and I did exactly the
opposite, hoping that I didn'tget in trouble because I did
music therapy from in there.
I taught nutrition classes fromin there.
(23:53):
It was just amazing and everyday I had my full on plan for
what was going to happen when Ileft.
In other words, I had a planfor how many days I was going to
be out before I got gainfulemployment, when I was going to
actually start the next company,when I was going to launch the
paperwork for my 501c3.
(24:14):
I mean, it was like down to ascience.
I even created several trustswhile I was there to make sure
that I had places to put thingsand I had people that
participated on the outside tomake sure that nothing fell to
the ground.
It's like, okay, when I get outof here, these are the things
that need to happen.
And four days after, I was inthe halfway house but I went to
(24:39):
work every day, but where Iworked?
House, but I went to work everyday, but where I worked I was a
strategic advisor, a researcher, strategic planner, business
strategist for the CEO of acompany, working from her office
, and after I was done doing herwork, she allowed me to do my
(24:59):
work with my company.
So I got an opportunity to seeclients.
I got an opportunity to set up,you know, the companies in the
manner that they needed to beset up.
I had an opportunity to weighin on what was going on there
and get them a retentionschedule and help them with some
things that needed to becorrected.
You know they had a wonderfulaccountant, wonderful bookkeeper
, but they had some things thatwere still a little out of order
and so I was able to help withthem doing everything.
(25:21):
We had a little back office ofstudents you know, interns that
came in and assisted, but then Ialso was able to run my company
and, interestingly enough, wedid very well that first year.
We did even better the nextyear because we doubled our
revenues.
Year three we actually tripledthe revenues, and the revenues
(25:46):
don't really matter for me, asmuch as it is that I had more
money to work with to servepeople, because we generally,
whatever we made, we gave almostthat same amount back in
scholarships and donations andgrants and, you know, helping
businesses get started.
You know $15,000 worth ofequipment to one business to get
(26:07):
them started.
I mean, it was just an amazing.
You know structure to be in andI never thought about the
barriers.
The barriers were there before Ileft because they had me scared
to life about not being able toget in a place to stay because
of having a background, notbeing able to get your credit.
You're not going to be able toget a bank account at first.
(26:29):
You're going to have this,you're going to have that.
And I had the mindset of watchme.
It was like I got to do thisbecause I have to show someone
else that it's possible.
If I don't do it, there arepeople coming behind me that
will look at this and say it'snot possible.
So I needed that momentum andthat you know that push to say
(26:52):
this is what's possible.
You know, and my faith was verystrong.
You know I believed that I hadsuperpowers Okay, and I had a
wingman Okay, and based on that,it was just an amazing, amazing
time to watch things come intofruition, you know, and not
(27:16):
without the challenges.
Because, let me tell you, therewere a couple of times I thought
I was going to get in a lot oftrouble because I had asked for
permission to do things.
And you know, I did what I saidI was going to do but it made
me five minutes late coming back, ok, or 10 minutes late People
were getting sent back to prisonfor this stuff.
You know, 10 minutes, 15minutes, ok.
(27:44):
You too many write ups.
You go back, you know, and Iwas so concerned and I remember
one time I missed the bus and Iwas like, oh gosh, I had to walk
and I had nobody to come pickme up.
I got lost because I didn'tknow how to get from one place,
because I had never used the bussystem.
So it was so many challenges,like little things, like that.
But the thing is, is the thoselittle things pale in comparison
to the result?
I tell people all the time youcan argue with me, but you
cannot argue with my result.
And at the end of the day,results are irrefutable.
(28:07):
And I look at that time now andsay I am so grateful that I did
not have the mindset to settlefor what other people said would
be my end or even, you know,would be a challenge.
Instead, I looked at it andsaid, okay, I've got here, here
(28:28):
and here that I can go, allright, what are the odds of this
?
What are the odds of thenumbers?
Okay, you know, and let me seeexactly the path.
And I even developed the systemthat we call the backwards
business planning system,because in that system, we look
at the end result and we courseour path back to day one.
That's how I built this company.
(28:48):
That's how I actually becamesuccessful after prison, by
looking at the end result.
That's how I graduated with mylast master's degree as a
valedictorian of my class,because I looked at the end
result and I coursed my pathback to day one.
I had to have that mindset that, okay, this is what I want.
(29:09):
And in order to get there,there's a path.
And let me look at how thatpath needs to be coursed so that
I'm successful at making surethat I attain this thing.
Speaker 1 (29:21):
Thank you so much for sharing that Patience.
It's truly inspiring.
I can't imagine what that musthave been like for you and just
for how again the ripple effectsand how many lives you
positively impacted while youwere there and helping everyone.
And that's what really stuckwith me during your presentation
(29:44):
at GrowCon was just how muchyou're serving and helping
everyone and it really soundslike you just put everyone else
in front of you to make surethey're set up and then, in
return, a byproduct of that isyou're taken care of because, oh
, absolutely 100%, 100%.
Speaker 2 (30:03):
There is no way that I could be experiencing what I'm
experiencing now the ability tohave offices in different
states and, you know, to live mylife.
I don't get a vacation veryoften, but I get a chance to go
to Hawaii and serve my clientsand so, while I'm there, if I
can stick my toes in the water,it works.
But it's a, it's a wonderfulexpose of what God will do.
(30:28):
You know when you trust, youknow when you have faith, and in
my life, I have to say thatthat is the, that I call that my
compass, that is the.
I call that my compass.
You know, that is really what Iutilize to guide me.
You know, in the directions thatI go, and peace is my filter.
(30:49):
Okay, I know, when I have peace, everything's good, you know.
So I'm using those things as mytools in my tool shed.
Those are my circle ofdisciplines.
It works for me, you know, andI've seen it work for others too
, so I'm excited about that.
You know, to have my ability tosow into people.
And when I leave this earth,one of the things that I want to
(31:12):
be able to leave in here isthat resilience, you know, to
help somebody know that, hey,it's not over.
Your business might not bedoing well right now, you know,
but there is a path, okay, andif we look at the end result, we
can get back to day one wherewe can start, you know, and you
know, turn it into somethingthat's not just, you know,
(31:32):
profitable, but somethingthat'll have a lasting impact.
Speaker 1 (31:36):
So good Patience.
I've taken enough of your timehere.
You've been very gracious withthat, but I do have one last
question for you.
Sure, what is the best piece ofadvice you've ever received?
Speaker 2 (31:51):
Oh, good question, Good question.
I have to say, the best pieceof advice that I have ever
received is to keep movingforward, no matter what
obstacles appear, because thoseare just appearances.
Keep moving forward, and youknow that advice has kept me in
(32:13):
a position where I have beenable to move forward through a
lot of adversity.
And I tell you, adversity hasbeen my biggest teacher in a lot
of the ways that I have learnedthings.
Adversity has been my biggestteacher.
So you just got to keep movingforward.
I love that.
Keep moving forward, it's sosimple.
Speaker 1 (32:35):
I love that.
Keep moving forward.
It's so simple.
It's simple to say, it's harderto do.
Of course, that's greatPatience.
You are absolutely amazing.
Thank you so much for coming onand giving your time to come on
this podcast and sharing yourstory.
I can't wait to see you againat the next event.
Yes, I'm excited and I hopeeveryone enjoys this episode and
(33:02):
engages with it.
How can people get in touchwith you if they want to
continue the conversation oreven chat about potentially
working with you?
Speaker 2 (33:09):
Oh, wow, good question.
Thank you.
Well, I'm always on LinkedIn.
Okay, they can find me,patience Jackson Rose, there,
but they can also just go to ourwebsite, redworldwideorg.
That's the main place thatpeople usually will find me.
My email address is admin atredworldwideorg.
(33:33):
So pretty simple, and you knowI look forward to chatting.
We are very big on educating,so we have lots of free
resources on our webpage, soplease go and take advantage of
those.
And we offer free consultations.
So you can also find me atcalendlycom forward slash red
(33:53):
worldwide.
You know, so we're everywhere,we're easy to find.
Speaker 1 (33:57):
Perfect.
We'll put some links in theshow notes so it's super easy
for people to get in touch withyou.
Again, Patience, I can't thankyou enough.
Thank you for coming on andsharing an amazing story and all
of your successes.
Thank you so much.
Speaker 2 (34:10):
Oh, you're so welcome .
You have a wonderful, wonderfulday.
Speaker 1 (34:14):
Thanks for tuning into this episode of CFO
Chronicles the secrets behindsuccess.
I hope you found value intoday's conversation.
As we wrap up, I'd love for youto do two things.
First, make sure to subscribeto this podcast so you don't
miss any future episodes.
If you enjoyed today'sdiscussion, please rate and
review the show.
It helps others discover theinsights we share here.
Second, if you're ready to takeyour business to the next level
(34:38):
and attract the high-endclients you deserve, head over
to accountingleadsnowcom orclick the link in the show notes
to book your strategy.
Call it's time to positionyourself as the advisor your
clients need.
And don't forget you canconnect with me on LinkedIn to
stay up to date on what'shappening in the world of
accounting and financial growth.
We've got exciting topicscoming up, so stay tuned for the
next episode of CFO Chronicles.
(34:59):
Until then, keep pushingforward.
Your growth is just onestrategic move away.
Speaker 3 (35:05):
Thanks for listening to CFO Chronicles the secrets
behind success.
We hope today's episodeprovided valuable strategies to
help you attract morehigh-paying clients.
Be sure to subscribe, follow,follow and share with fellow
professionals.
Connect with us on LinkedIn andleave a review or comment to
join the conversation.
Your feedback helps us bringyou the best insights in finance
(35:30):
and marketing.
Until next time, keep strivingfor success and unlocking your
business's potential.
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