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  • Create a Profitable Business: Top Strategies for Scaling Small Businesses with CPA Susan Bryant
    2025/01/08

    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! 🎯


    Don't miss out—subscribe for more financial tips tailored to small business owners! Click the link below to access free resources and take the first step toward financial clarity.


    Connect with Madeleine @Succeeding SmallWebsite: succeedingsmall.co

    Facebook: https://www.facebook.com/SucceedingSmall/

    Instagram: https://www.instagram.com/succeedingsmall/

    LinkedIn: https://www.linkedin.com/company/succeeding-small/

    Pinterest: https://hu.pinterest.com/succeedingsmall/

    TikTok: https://www.tiktok.com/@succeedingsmall

    YouTube: https://www.youtube.com/@succeedingsmall

    Connect with Susan Bryant:

    Website: https://susanbryantcpa.com/LinkedIn: https://www.linkedin.com/in/susanbryantcpa



    Key Takeaways

    1. Define Your Financial Vision: Get clear on personal and business goals to create an actionable roadmap for success.

    2. Track Key Metrics: Learn which financial indicators can unlock your business growth.

    3. Optimize Your Finances: Create forecasts, leverage recurring revenue, and improve profitability.

    4. Build Your Team: Know when to hire a financial advisor or tax strategist to elevate your business.

    5. 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 Free Google Business Profile Guide


    💡 Keywords: financial clarity, scaling small businesses, CPA advice, small business finance, business growth strategies


    #FinancialClarity #SmallBusinessFinance #ScalingSmallBusiness #EntrepreneurshipSuccess #BusinessGrowthStrategies #CPAAdvice #ProfitMaximization #RecurringRevenue #TaxPlanning #CEOInsights


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    24 分
  • Networking for Business Growth: Strategies to Build Authentic Connections
    2024/11/27

    The power of networking goes far beyond lead generation! In this episode, Melissa Snow shares her insights on how networking becomes a game-changer for six and seven-figure entrepreneurs. From finding authentic communities to building sustainable business growth, Melissa reveals how to use networking not only for client acquisition but also as a source of personal and professional development. Learn about the different types of networking groups and find out how to choose the right community to fuel your business success.


    Key Topics Covered:


    Sustainable business growth through networking

    Finding communities for personal and professional development

    Networking strategies for six and seven-figure entrepreneurs

    Types of networking groups: Personal, professional, and mastermind

    Building relationships that inspire growth and support

    Keywords:

    networking for growth, sustainable business growth, networking communities, Melissa Snow, networking strategies, six-figure entrepreneur, seven-figure entrepreneur, authentic connections, professional development


    Key Moments:

    00:00 - Introduction to Sustainable Networking

    01:30 - Melissa’s Unique Networking Journey

    03:15 - Types of Networking Groups: Choosing the Right Fit

    05:00 - Professional Development vs. Lead Generation

    07:15 - Building Long-Term Connections in Business

    09:30 - Finding Support in High-Level Networking Groups


    Networking can be so much more than a tool for finding clients—it’s about building connections that empower your journey. Discover Melissa’s strategies for creating lasting, meaningful relationships to support both personal and business growth.


    Connect with Madeleine @Succeeding Small

    Website: succeedingsmall.co

    Facebook: https://www.facebook.com/SucceedingSmall/

    Instagram: https://www.instagram.com/succeedingsmall/

    LinkedIn: https://www.linkedin.com/company/succeeding-small/

    Pinterest: https://hu.pinterest.com/succeedingsmall/

    TikTok: https://www.tiktok.com/@succeedingsmall

    YouTube: https://www.youtube.com/@succeedingsmall




    Connect with Melissa Snow:

    Website: https://powerfulwomenrising.com/

    Facebook: https://www.facebook.com/melissa.snow.908579

    Instagram: https://www.instagram.com/powerfulwomenrising


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    17 分
  • The 6-Figure Business Owner's Guide to Heart-Led Networking
    2024/11/20

    Discover the transformative power of heart-led networking with Melissa Snow, the queen of networking and successful CEO.


    In this episode, Melissa shares how networking goes beyond the traditional methods of business cards and elevator pitches. Instead, she reveals her approach to authentic, heart-centered networking that builds genuine relationships and fuels business growth.


    Whether you're a six or seven-figure CEO or an entrepreneur scaling up, learn why networking remains a critical tool at every stage and how to do it strategically.



    Key Topics Covered:

    How heart-led networking fosters genuine business connections

    Strategic networking tips for CEOs and high-level entrepreneurs

    How to identify and nurture power partners

    Filling gaps in your network to boost growth

    Practical strategies for consistent relationship-building


    YOUR FREE GUIDE to Buyer personasLearn what motivates your dream clients and sell smarter with our Buyer Persona Workbook. After you complete your workbook, you’ll be able to create customizable marketing campaigns, strengthen your offers, adjust your services, and connect with your customers on a whole new level – the sky is the limit!Don’t miss out on understanding what drives your dream clients to buy.

    https://succeedingsmall.co/buyer-persona-workbook/


    Key Moments:

    00:00 - Introduction to Heart-Led Networking with Melissa

    01:15 - Melissa’s Journey: From Paralegal to CEO

    02:30 - How Networking Transformed Business Success

    04:15 - The Evolution of Networking as a CEO

    06:00 - Building Your Network: Strategic Approaches for Growth

    07:30 - Power Partners & Filling Business Gaps

    09:45 - Balancing Authenticity and Business Goals

    11:30 - Relationship Nurturing for Long-Term Success


    Learn how networking like a true leader can unlock new levels of success and build meaningful connections. Discover actionable insights to help you network with purpose, authenticity, and strategy.


    Keywords:

    networking strategy, heart-led networking, authentic connections, business growth, power partners, networking tips, CEO strategies, business success, Melissa Snow, entrepreneur growth


    Connect with Madeleine @Succeeding SmallWebsite: succeedingsmall.co

    Facebook: https://www.facebook.com/SucceedingSmall/

    Instagram: https://www.instagram.com/succeedingsmall/

    LinkedIn: https://www.linkedin.com/company/succeeding-small/

    Pinterest: https://hu.pinterest.com/succeedingsmall/

    TikTok: https://www.tiktok.com/@succeedingsmall

    YouTube: https://www.youtube.com/@succeedingsmall


    Connect with Melissa Snow:


    Website: https://powerfulwomenrising.com/

    Facebook: https://www.facebook.com/melissa.snow.908579

    Instagram: https://www.instagram.com/powerfulwomenrising

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    31 分
  • How to Plan a CEO Retreat as a Small Business Owner: Boost Clarity, Focus & Growth
    2024/11/13

    Ever feel like you’re stuck in the grind, unable to focus on the future of your small business? A CEO retreat might be the perfect solution! In this episode, I’m sharing a step-by-step guide on planning a CEO retreat that lets you reconnect with your business, set meaningful goals, and refuel your passion. Discover why a CEO retreat is the best investment for a small business owner and get ready to transform your mindset.


    We’ll cover everything from choosing the right location, setting intentions, and using tools for deep reflection to re-energizing your business. Whether you’re a parent, a busy entrepreneur, or just someone who wants a fresh perspective, this retreat framework will give you the clarity and motivation you need to take your business to new heights. Tune in and learn how to maximize your retreat for personal growth, inspiration, and business success!


    Ready to transform your business? Subscribe for more actionable small business tips, and check out the description to download our CEO Retreat Checklist for planning the perfect business getaway!


    Connect with Madeleine @Succeeding Small

    Website: succeedingsmall.co

    Facebook: https://www.facebook.com/SucceedingSmall/

    Instagram: https://www.instagram.com/succeedingsmall/

    LinkedIn: https://www.linkedin.com/company/succeeding-small/

    Pinterest: https://hu.pinterest.com/succeedingsmall/

    TikTok: https://www.tiktok.com/@succeedingsmall

    YouTube: https://www.youtube.com/@succeedingsmall


    Key Takeaways


    The Power of CEO Retreats for Small Business Owners – Why stepping away can help refuel your passion and drive.

    Location Matters – Choosing a location that’s far enough away to feel truly removed from daily operations.

    Setting Intentions for Success – How to create clear goals and objectives to maximize your retreat.

    Tools for Reflection and Planning – Ideas for materials, prompts, and even AI tools to spark creative thinking.

    Balancing Work and Relaxation – How to use the retreat to rejuvenate both your business and yourself.


    Timestamps


    00:00 - Introduction to CEO Retreats for Small Business Owners

    Discover the importance of a CEO retreat and how stepping away can refocus and recharge your small business vision.


    02:42 - Booking the Perfect Location for Your CEO Retreat- Learn how choosing the right retreat location can set the tone, helping you create a distraction-free environment for goal-setting.


    05:45 - Setting Clear Intentions and Business Goals- Explore why defining goals and intentions is key to maximizing your CEO retreat for long-term business success.


    07:49 - Essential Materials and Preparation for a Productive Retreat- Find out which tools, from whiteboards to prompts, can help unlock creativity and big-picture thinking.


    08:40 - Staying Focused and Removing Distractions- Get tips on silencing notifications and setting boundaries to make the most of your retreat without interruptions.


    11:15 - Creative Thinking Exercises for Goal Setting and Vision Planning- Engage with creative strategies and prompts that can help you envision the future direction of your small business.


    14:01 - Incorporating Relaxation and Self-Care -Understand how balancing relaxation with work can rejuvenate your perspective and boost clarity in your business planning.


    15:17 - Conclusion: Encouragement to Invest in Your CEO Retreat- Be inspired to make a CEO retreat a yearly commitment for your small business growth, clarity, and renewed passion.



    #CEORetreat #SmallBusinessTips #EntrepreneurLife #GoalSetting #LeadershipDevelopment #BusinessGrowth #ReconnectWithYourBusiness #SmallBusinessOwner #SuccessMindset #CEOInsights #EntrepreneurialMindset #BusinessRetreat #StrategicPlanning #ProductivityTips #EntrepreneurJourney


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    17 分
  • 2025 Goal-Setting Strategies for Scaling Your Service Business
    2024/11/06

    As we head into Q4 and plan for 2025, goal-setting has never been more crucial for small businesses—and Christopher is here to break down the exact framework for success. We dive into the essential differences between process and product goals, share real-life examples, and explore daily accountability methods that help small businesses stay focused and scale.

    In this episode, Christopher shares actionable insights on setting achievable goals, empowering teams, and applying tools like Dan Martell’s 131 Rule to solve problems efficiently.


    Plus, he’s got some fantastic recommendations to help you grow, including the game-changing book Buy Back Your Time by Dan Martell and the inspiring Money Wise podcast. If you're ready to implement a goal-setting system that keeps you on track and truly moves the needle, this is for you!



    Tune in now to discover how setting the right goals can be the breakthrough your business needs for sustainable growth and team empowerment!


    Key Takeaways:

    The importance of process vs. product goals for business success

    Practical steps for empowering teams and setting clear accountability

    How intentional goal-setting drives profitability

    Best practices for implementing the SMART goals framework

    Top resources for scaling and building a strong business in 2025

    I’m excited to bring you these insights and strategies, knowing they’ll be as transformative for you as they’ve been for me. Let’s make 2025 the year of unstoppable growth!


    Connect with Madeleine @Succeeding Small


    Website: succeedingsmall.co

    Facebook: https://www.facebook.com/SucceedingSmall/

    Instagram: https://www.instagram.com/succeedingsmall/

    LinkedIn: https://www.linkedin.com/company/succeeding-small/

    Pinterest: https://hu.pinterest.com/succeedingsmall/

    TikTok: https://www.tiktok.com/@succeedingsmall

    YouTube: https://www.youtube.com/@succeedingsmall


    Connect with Christopher Nicolaysen


    Website:https://springslawgroup.com/christopher-nicolaysen/

    Facebook:https://www.facebook.com/christopher.nicolaysen/

    LinkedIn: https://www.linkedin.com/in/christopher-nicolaysen


    Timestamps:

    00:00 - Introduction to Goal-Setting for Small Business

    03:00 - What are Process Goals vs. Product Goals?

    07:24 - Accountability and Team Check-ins Explained

    13:28 - Using SMART Goals for Profitability

    19:51 - Fix-It Team Meetings for Problem Solving

    23:03 - The 131 Rule by Dan Martell

    27:11 - Tracking Quarterly Progress for Business Growth

    32:02 - Scaling Tips for Service-Based Businesses

    37:13 - Recommended Resources for Growth

    39:18 - Conclusion and Contact Information


    Key Takeaways:

    Understanding Process vs. Product Goals – Learn why distinguishing between process goals and product goals is crucial for small business success.

    Accountability for Teams – Discover methods to keep your team aligned and motivated toward company goals.

    Quarterly Goal Planning – How to use 90-day planning to drive annual objectives forward.

    SMART Goals for Profitability – How SMART goals help refine focus on profitability in service-based businesses.

    Repetition and Consistency – Explore how daily routines of goal setting foster sustained growth.



    Enjoyed the episode? Subscribe to the podcast, leave a review, and share with other business owners ready to level up their goal-setting strategies!


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    42 分
  • The Ultimate Guide to Video Marketing for Small Businesses | Expert Tips from Chris Lawler
    2024/10/30
    Unlock the power of video marketing for your small business with expert videographer Chris Lawler! In this episode, we break down actionable strategies to help you tell compelling stories, boost conversions, and maximize the impact of your video content. Whether you're in landscaping, health and wellness, financial services, or other service-based industries, Chris shares the insider tips you need to transform your video marketing strategy. From effective pre-production planning and content strategy to repurposing your content for multiple platforms like YouTube, Facebook, and LinkedIn, Chris covers it all. You'll learn how to avoid common mistakes, focus on driving results, and leverage the full potential of storytelling in your video marketing. Tune in now to learn how video storytelling can be the game-changer your business needs for building lasting customer relationships! Key Takeaways: The importance of video in small business marketing How to use storytelling to connect with your audience Tips for creating high-conversion videos The value of repurposing content across platforms Common mistakes businesses make in video marketing Want to scale your business with video? Subscribe and turn on notifications for more expert advice! Download the Buyers Persona Guide: https://succeedingsmall.co/buyer-persona-workbook/ What’s your biggest struggle with creating video content for your business? Let us know in the comments! Connect with Madeleine @Succeeding Small Website: succeedingsmall.co Facebook: https://www.facebook.com/SucceedingSmall/ Instagram: https://www.instagram.com/succeedingsmall/ LinkedIn: https://www.linkedin.com/company/succeeding-small/ Pinterest: https://hu.pinterest.com/succeedingsmall/ TikTok: https://www.tiktok.com/@succeedingsmall YouTube: https://www.youtube.com/@succeedingsmall Connect with Chris Lawler Website: https://www.altitudeproductionsco.com/ Facebook: https://www.facebook.com/altitudeproductionsco LinkedIn: https://www.linkedin.com/in/chris-r-lawler/ YouTube: https://www.youtube.com/@altitudeproductionsco/videos TimeStamps: 00:00 Introduction to Video Marketing for Small Businesses 01:43 Meet Chris Lawler: Expert Videographer for Small Business Video Marketing 03:18 The Power of Storytelling in Video Marketing 05:42 How to Define Your Target Audience and Craft a Compelling Message 11:04 Building Effective Marketing Funnels for Small Businesses 15:13 DIY vs. Outsourcing: What’s Best for Video Content Creation 15:43 Pre-Production Tips for High-Impact Video Marketing 16:07 Avoid These Common Video Marketing Mistakes 16:26 How to Batch and Script Your Video Content for Efficiency 17:25 Using AI Tools Like ChatGPT in Video Production 18:40 How to Choose the Right Videographer for Your Business 19:56 Maximizing Video Reach on YouTube and Social Media 20:37 How YouTube SEO Can Help Grow Your Business 24:18 Repurposing Your Video Content Across Platforms 26:13 Long-Term Strategy: Why Patience is Key in Video Advertising 28:20 Final Thoughts and How to Connect with Chris Lawler #BusinessGrowthTips #Entrepreneurship #ContentMarketing #StorytellingTips #VideoCreation #SmallBusinessGrowth #BusinessAdvice #MarketingWithVideo #VideoMarketingTips #StorytellingInBusiness #SmallBusinessMarketing #DigitalMarketingStrategy #ContentCreation #MarketingWithVideo #GrowYourBusiness #SEOForYouTube #VideoAdvertising #BusinessGrowth #MarketingSuccess #EntrepreneurTips #MarketingExpert #MarketingStrategies
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    21 分
  • Evergreen Content: Building a Powerful Social Media Strategy to Attract Ideal Clients
    2024/10/16

    Ready to transform your social media strategy and finally connect with your ideal clients? In this episode of the Succeeding Small Podcast, we dive into Evergreen Content Creation: Tips for Consistent Engagement and Business Growth with social media expert Lindsay from TTS Marketing Agency.


    Whether you're just starting or looking to enhance your existing strategy, this episode is packed with actionable insights to help service-based businesses thrive through strategic content planning.


    Key takeaways:

    -Building a rock-solid content strategy: Learn how to set SMART goals and define detailed client personas to form the foundation of your evergreen content creation.

    -Content planning for long-term success: Discover how to create a plan that drives consistent engagement and business growth by repurposing content across multiple platforms.

    -Streamlining content creation: Get time-saving tips with tools like CapCut and Descript that make video editing and content production a breeze.

    -Understanding buyer psychology: Learn how to craft content that speaks directly to your audience’s pain points and needs, fueling both engagement and business growth.


    Tune in to learn how evergreen content creation can be the game-changer your business needs for consistent social media success!


    ***Leave us a review on your favorite podcast platform, screenshot it, email it to connect@succeedingsmall.co, and you could win merch from our small business success collection as a thank you for tuning in!


    Connect with Madeleine @Succeeding Small

    Website: succeedingsmall.co

    Facebook: @SucceedingSmall

    Instagram: @succeedingsmall

    LinkedIn: succeeding-small

    Pinterest: @succeedingsmall

    TikTok: @succeedingsmall

    YouTube: @succeedingsmall


    Connect with Lindsay Heighs

    Website: ttsphotoandmedia.com

    Facebook: @TTSMarketingAgency

    Instagram: @ttsmarketingagency

    LinkedIn: @lindsay-heighes

    TikTok: @ttsmarketingagency

    YouTube: TTS Marketing Strategy


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    52 分
  • Strategic Acquisitions: Your Guide to Growing Your Small Business
    2024/10/09

    What if acquiring a small business could be the key to unlocking sustainable growth and operational efficiency for your company—are you ready to explore this game-changing strategy? In this episode of the "Succeeding Small" podcast, Madeline interviews David Barnett, an expert in buying and selling small businesses, to discuss how acquisitions can transform your business landscape.


    Key Points:

    -Acquisition Strategies: Learn how acquiring smaller businesses in the same industry can enhance client bases and streamline operations, allowing for growth without significant cash flow investment.

    -Navigating Transitions: Discover effective methods for onboarding new customers and employees from acquired businesses to ensure continuity and satisfaction.

    -Deal Structuring: Explore various deal structures that minimize risks and create mutually beneficial agreements for buyers and sellers.

    -Aligning Goals: Understand the importance of aligning your business growth strategies with your long-term personal and financial aspirations.


    Join us for this insightful discussion on leveraging acquisition as a pathway to sustainable growth in the small business landscape!


    ***Leave us a review on your favorite podcast platform, screenshot it, email it to connect@succeedingsmall.co, and you could win merch from our small business success collection as a thank you for tuning in!


    Connect with Madeleine @Succeeding Small

    Website: succeedingsmall.co

    Facebook: @SucceedingSmall

    Instagram: @succeedingsmall

    LinkedIn: succeeding-small

    Pinterest: @succeedingsmall

    TikTok: @succeedingsmall

    YouTube: @succeedingsmall


    Connect with David Barnett

    Website: businessbuyeradvantage.com/

    Facebook:@DBarnettMoncton

    Instagram: @dbarnettmoncton

    LinkedIn:@davidbarnettmoncton

    YouTube: https://www.youtube.com/@DavidCBarnett

    Podcast: David C Barnett Small Business and Deal Making M&A SMB


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    48 分