Transform your business finances with expert insights from CPA Susan Bryant! 🚀 In this episode of the Succeeding Small Podcast, we dive into strategies that empower scaling CEOs to achieve financial clarity, maximize profits, and align their financial goals with their vision.
Susan Bryant, a CPA, certified tax planner, and wealth strategist, shares:
Key metrics every CEO must track
When and how to hire financial team members
Creating a financial forecast that drives profitability
The power of aligning personal and business financial goals
How to exit your business intentionally and profitably
Stop making gut decisions and start scaling with confidence! 🎯
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Connect with Madeleine @Succeeding SmallWebsite: succeedingsmall.co
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Connect with Susan Bryant:
Website: https://susanbryantcpa.com/LinkedIn: https://www.linkedin.com/in/susanbryantcpa
Key Takeaways
Define Your Financial Vision: Get clear on personal and business goals to create an actionable roadmap for success.
Track Key Metrics: Learn which financial indicators can unlock your business growth.
Optimize Your Finances: Create forecasts, leverage recurring revenue, and improve profitability.
Build Your Team: Know when to hire a financial advisor or tax strategist to elevate your business.
Exit with Intention: Plan your business transition for maximum financial and personal benefit.
 Timestamps
00:00 Introduction: The Financial Mistake Holding Back Business Growth
01:23 Meet Susan Bryant: CPA and Financial Strategist for Small Businesses
02:03 Aligning Financial Plans with Your Small Business Vision
04:54 How to Set Clear Financial Goals for Scaling Success
08:23 Assessing Your Current Financial Position: Key Metrics for CEOs
11:19 Creating a Financial Forecast to Drive Business Growth
13:03 Maximizing Revenue and Boosting Profit Margins in Your Business
20:28 The Power of Specialization: Why Niche Focus Drives Success
21:43 Conclusion and Fre
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