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Financial Management Episodes

Dec. 22, 2023

741: The TRUTH about SCALING, passive income, and financial leverage with Amazon FBA w/ John Schenkelberg

In today's episode, host Brian Lofrumento sits down with guest John Schenkelberg to explore the world of Amazon FBA (Fulfillment by Amazon) and financial leveraging. John, the founder, and CEO of Xcelle Ecom and Court Street Solutions, brings a wealth of experience from the banking world to discuss how they help clients build automated Amazon stores and leverage credit for financing. The conversation uncovers the realities of running an Amazon FBA business, shedding light on the complexities and...
Nov. 6, 2023

709: FORWARD-looking financial strategies to set you up for tax savings, success, and WEALTH w/ Susan Bryant

Today we have a special guest, Susan Bryant, a trailblazer in the field of accounting and the CEO of Unboxed Advisors. In this episode, we dive deep into the world of tax efficiency and financial strategy for entrepreneurs. We'll learn about different entity types, the importance of proactive accounting, and Susan's expert advice on building wealth outside of your business. Whether you're a seasoned business owner or just starting out, this episode will empower you to take control of your financ...
Sept. 8, 2023

666: Removing RISKS and giving you a SAFETY NET to help you launch and grow your business as a digital nomad w/ Sondre Rasch

We have a very special guest joining us today: Sondre Rasch, the co-founder and CEO of SafetyWing. SafetyWing is an incredible company that aims to build a global social safety net for digital nomads and remote workers. Sondre has an impressive background, having worked as a policy advisor for the government in Norway before founding SafetyWing (among other startups beforehand!). Today, we're going to dive deep into the challenges and fears of starting a business, particularly for digital nomads...
Sept. 2, 2023

662: ACTION SATURDAY (time to review your expenses!)

Today's action is something that is extremely quick and easy to do, but will be GUARANTEED to benefit your LIFE and your BUSINESS! It's easy to let expenses and monthly subscriptions get out of hand, so today I invite you to take 30 minutes to export those credit card and bank statements and review every monthly expense that you're incurring in life and in business!
May 24, 2023

590: Getting AHEAD of tax season throughout the year to SAVE w/ Jazmin Cicotti

Jazmin Cicotti, EA (Enrolled Agent) is the owner of Avid Accounting and Tax LLC. She holds a Bachelor’s in Accounting and an EA, which takes three tests through the IRS to specialize in tax preparation. She is a wife and mother to a 1 year old. She started Avid Accounting and Tax LLC a year and a half ago with the support of her husband, Matthew, and now, with the continued support and a great team she's able to focus in on the consultation and tax preparation area of her business. Visit Jazm...
May 19, 2023

586: Profit recovery, retirement planning, and strategic long-term thinking w/ Adam Struss

Adam Struss is a Pennsylvania life insurance agent and founder of Struss Consulting. He has worked at a director level in three successful start-up laboratories. These experience gave him insight into some of the common financial hardships business owners run into. Adam believes in creating valuable partnerships and developing unique solutions for businesses of all sizes. He helps entrepreneurs and people succeed through his profit recovery services that uncover tax credits and advantages for bu...
May 15, 2023

584: Financial clarity to GROW (BEYOND just bookkeeping!) w/ Sarah Romer

Sarah Romer is the founder of Avocado Ventures, a boutique advisory firm that provides strategic and financial insights to visionary founders and business owners as they grow. After more than a decade in corporate roles at companies like Google and PayPal, Sarah put her entrepreneurial hat on for the first time in 2015 when she purchased a distressed retail business (Bella Salon), operated it, turned it around and sold it for 6x the acquisition price 3 years later. It was that experience as a...
May 12, 2023

581: Trusting your numbers, cutting costs, and growing SMARTER w/ Misa Bacon

Misa is the Founder & CEO of Perfectly Kept Books®. After spending years climbing the corporate ladder, she left to pursue her true passion, helping female business owners understand their numbers and demystify bookkeeping so it becomes an enjoyable part of their day-to-day lives. Misa has learned that many business owners don’t know what they don’t know when it comes to their finances and understands that bookkeeping can be intimidating and often frustrating. She’s now on a mission to empower t...
May 6, 2023

577: ACTION SATURDAY w/ Shannon Kuykendall (PROFIT FIRST!)

Shannon Kuykendall is the founder of Up Automation, where she offers LinkedIn Lead Generation & Content Creation services for female founders who want to get their time back and scale their businesses. With her help, entrepreneurs and businesses can maximize their lead generation efforts and create top-quality content that will propel them forward. In addition, Shannon provides LinkedIn consultations and support that will give companies the tools they need to run successful lead generation campa...
April 26, 2023

570: Grants and accounting to help businesses launch SUCCESSFULLY w/ Ian Hessel

Ian Hessel is a serial entrepreneur that earned his stripes with the world's largest accounting firms and has worked and lived in many countries around the world helping companies of all sizes thrive. His current passion is helping other entrepreneurs excel. As a result, he charted his path to entrepreneurship and ultimately established Heroic Solutions and Heroic Launch, which serves as the go-to resource for entrepreneurs looking to launch their businesses through grants and assistance in help...
March 22, 2023

549: Building a STABLE income and profit as an entrepreneur w/ Alex Engar

Alex Engar is one of the co-founders of CEO Finance Academy, which provides financial coaching for small business owners wanting to improve their profitability. Alex grew up in the mountainous terrains of Utah where he developed a knack for entrepreneurship at an early age. After graduating from the University of Utah with his Doctorate of Physical Therapy, he quickly realized he wanted something beyond the 9-5 clinical life. This led to co-founding Healthy Funnel (with business partner Will Boy...
Jan. 11, 2023

518: Leverage more than JUST your time for accelerated success!

In today's episode we'll talk about how to leverage your CAPITAL rather than just your time to accelerate your success by acquiring resources that will fast-track your growth efforts. Check out the business marketplace mentioned in today's episode at flippa.com
Jan. 9, 2023

517: The EASIEST business model in 2023 (and beyond!)

In today's episode we'll talk about the EASIEST business model you can pursue this year and what makes it better than ALL the other options.
Oct. 7, 2022

496: BOOKKEEPING for your small business w/ Erin Pohan

Erin is the owner of Upkeeping, LLC (upkeeping.co). After 15 years in the public, private, non-profit, and educational accounting spheres, Erin has found her heart in helping small business owners. Erin supports entrepreneurs and already-established small business owners in achieving their dreams by helping them truly understand accounting. She holds an MS in Accounting from Liberty University and BS in Accounting from the University of Maryland. When she’s not trying to make accounting more ...
Oct. 5, 2022

495: Do NOT charge hourly! Here's why...

In today's episode we're going to be talking about why charging hourly is devaluing the service that YOU provide while also devaluing your client's time! Shout out to Chris Do from The Futur for the perspective on today's episode... subscribe to The Futur on YouTube for more awesome content from Chris!
May 18, 2022

472: The SMARTEST Tesla strategy that you can steal!

In today's episode we'll talk about a very smart and intentional strategy that Tesla used to gain resources, reputation, experience, and an audience in their bid to penetrate the market... and most importantly, we'll discuss how YOU can steal this strategy for YOUR business's growth! Join us for LIVE Entrepreneur Coffee & Cocktails twice a week for FREE on Zoom by going to imetbrian.com/coffee
May 14, 2021

425: If I had to make $10K FAST, I'd do this...

In today's episode I'll share with you the ONE simple strategy I'd use to generate a quick $10K in revenue if I needed to start from scratch without ANY product or service, NO audience, and zero money. ANYONE can use this strategy!
April 14, 2021

418: Ways to monetize a podcast without ANY advertising

Wondering if you should start a podcast? Or do you already have a podcast and you want to know how to monetize it? In today's episode you'll learn three crazy simple ways to monetize your podcast without ANY advertisers... even from day one!
Aug. 14, 2019

296: Is the money (really) in your list?

In today's episode we'll explore the old adage of "the money is in the list" and discuss ways in which YOU can start profiting from growing your email list.
Aug. 5, 2019

292: The worst situation to be in as a wantrepreneur or beginner entrepreneur

In today's episode we discuss having a financially-sound foundation to build on, and how lacking that will threaten your success as an entrepreneur. (And what to do if you find yourself in this situation!)
July 31, 2019

290: The THREE business models w/ Nat Harward

In today's episode you'll learn about the THREE different types of business models, led by marketing strategist Nat Harward. Visit Nat's website at natharward.com.
April 5, 2019

264: The advice I wish I was given when I worked a 9 to 5

In today's episode you'll hear about how it's easier to make your way out of a 9 to 5 as opposed to saving your way out of a 9 to 5!
Dec. 21, 2018

225: The #1 thing to do to rapidly hit $10K per month

Recently a newer entrepreneur asked "what's the number one thing I can do to accelerate my path to $10K per month?" In today's episode you'll hear the best advice for going from $0 to your first $10K month... which goes beyond the advice of "scaling" and "automating."
Dec. 19, 2018

224: What comes first... monetization or an audience?

Most people ask the question of "what comes first... making money or building an audience?" In today's episode you'll learn from experience the differences in each approach, and which approach accelerates the other.
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