Best Megan Spicer Podcasts (2025)

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#167: The Evolution & Future of Willow Virtual CFO 27:05

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1d ago27:05

27:05

In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we’re addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity a…

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#166: Negotiating with Confidence: Insurance Strategies for Profitable Dental Practices 28:40

15d ago28:40

28:40

Dealing with dental insurance can feel like a never-ending maze—especially when you're unsure whether you're getting the reimbursement you deserve. In this episode, we’re joined by Adriana Steinberg of Apex Reimbursement Specialists to talk about how dental practice owners can take control of their insurance strategy and boost profitability through…

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#165: What to Do When Your Business Hits a Financial Plateau 33:01

1M ago33:01

33:01

Hitting a financial plateau can feel like one of the most frustrating points in your business journey—you're working hard, but growth has stalled. In this episode of the Cultivating Business Growth Podcast, we’re diving into why it happens, how to recognize it early, and what you can do to break through. Megan Spicer is joined by Katina Peters, CPA…

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#164: The $1.1 Million Wake-Up Call: Financial Systems Every Dentist Needs 31:29

1M ago31:29

31:29

Fraud can happen to any dental practice—and often does. In this episode of Cultivating Business Growth, we’re joined by Susan Gunn, Certified Fraud Examiner, and a nationally recognized expert in financial systems and ethics for healthcare practices. Susan shares jaw-dropping real-world stories—including a $1.1 million embezzlement case—and provide…

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#163: Building a Business Budget that Actually Works 37:35

2M ago37:35

37:35

Building a Business Budget That Actually Works In Episode 163 of Cultivating Business Growth, we’re diving deep into how to create a business budget that actually works—without making your head spin. Katina Peters, Partner at Willow Virtual CFO, joins us to discuss why budgeting is essential for small businesses and how it can be your most powerful…

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Confronting Bias in AI with Tracey Spicer 29:57

2M ago29:57

29:57

Today, we’re stepping into one of the most urgent conversations in tech right now: bias in artificial intelligence. Tracey Spicer AM is a Walkley Award-winning journalist, author, and longtime activist for gender equity. In this episode, she unpacks the unseen biases coded into the technologies we use every day—and what happens when we leave them u…

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#162: How to Grow a Dental Practice Through Community, Leadership, and Support with Dr. Grace Yum of Mommy Dentists in Business 37:10

2M ago37:10

37:10

In this episode, we’re joined by Dr. Grace Yum, founder of Mommy Dentists in Business, to explore how building a strong community and embracing leadership can help you grow a dental practice. We discuss mentorship, burnout, profitability, and how collaboration leads to greater success for women in dentistry.…

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#161: Cash Flow Projections Made Simple 25:01

3M ago25:01

25:01

In this episode of the Cultivating Business Growth Podcast, host Megan Spicer is joined by Jaime Staley, Partner and CFO at Willow Virtual CFO, to break down the often-intimidating process of creating and managing cash flow projections. Whether you’re a seasoned entrepreneur or just trying to get a better handle on your finances, this episode is de…

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The Future of Work and The Australian Lifestyle (Part 2) 14:40

3M ago14:40

14:40

If you haven't already, be sure to go back and listen to Part 1 of this episode with renowned social demographer Bernard Salt, where he lays the groundwork for understanding the dynamics at play in our society. From the housing market to the care economy and labour force participation, Bernard explores the challenges and opportunities ahead, advoca…

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#160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek 41:51

3M ago41:51

41:51

When it comes to accounting for construction businesses, using a generic accounting program can result in more confusion than clarity. In this episode of the Cultivating Business Growth Podcast, host Katina Peters, CPA, CGMA, and Virtual CFO, sits down with John Meibers, Vice President and General Manager of Deltek ComputerEase, to discuss the real…

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#159: What is Cash Flow Management and Why is it Important? 28:55

4M ago28:55

28:55

Today, we’re diving into a fundamental topic for every business owner: what is cash flow management and why is it important? To help us unpack this, we’re thrilled to welcome back our resident cash flow expert, Jaime Staley. Known affectionately as the 'Cash Flow Queen,' Jaime brings her wealth of knowledge to help business owners take control of t…

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The Future of Work and The Australian Lifestyle with Bernard Salt 34:47

4M ago34:47

34:47

Welcome to Season Six of Change Happens. This season, we're going to explore the forces shaping the future of work. From emerging trends to technological developments, we'll uncover what's changing and how we're adapting. Bernard Salt AM is a leading demographer and futurist who has spent decades analysing the forces shaping society. In this episod…

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#158: Leveraging Personal Financial Management to Enhance Business Success 35:41

4M ago35:41

35:41

We are so excited to welcome Joe Saul-Sehy for episode 158! Joe is a seasoned financial expert with a background as a financial advisor and co-host of the award-winning Stacking Benjamins podcast, where he dives into personal finance topics with a fun and approachable style. Joe’s experience and insight make him a trusted voice for those seeking fi…

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Change Happens Season 6 - Coming Soon... 1:17

5M ago1:17

1:17

A quarter of the way into this century, it’s the perfect time to step back, reflect, and consider what has changed—and what’s about to—across workplaces, industries, and our lives. This season, Jenelle McMaster—Deputy CEO and People & Culture Leader at EY—explores the forces shaping the future of work. From emerging trends to technological advancem…

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#157: How to Prepare Your Business for a Stress-Free Tax Season 27:33

5M ago27:33

27:33

Tax season is a time of high stress for many business owners. The fear of the unknown, looming deadlines, and last-minute scrambling often create unnecessary anxiety. However, with proper tax planning and organization, you can significantly reduce the stress associated with this time of year. In episode #157 of the Cultivating Business Growthpodcas…

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#156: Leveraging Social Media for Business Growth 34:06

5M ago34:06

34:06

Mari Smith, one of the world's top social media experts and often called the 'Queen of Facebook,' joins us for episode #156. In this exciting episode, Mari gives business owners actionable insights on leveraging social media for business growth.By PJS & Co. CPAs

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#155: A Guide to CFO Outsourcing Services 44:28

6M ago44:28

44:28

Join us for the first episode of the new year, where we discuss signs that you are outgrowing your accountant. Are you ready to grow and take the next step? If so, it may be time to outsource CFO services. As your business grows, so do its financial complexities. Knowing when to expand and invest in additional expertise can make all the difference …

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#154: The Importance of Customer Experience in Business Growth 27:50

7M ago27:50

27:50

Welcome to Episode #154 of the Cultivating Business Growth Podcast, brought to you by PJS & Co. CPAs! In this episode, host Megan Spicer teams up with Kim Nixon, Director of Operations, to explore how prioritizing customer experience can become a pivotal driver for business growth. Together, they discuss the differences between customer service and…

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Change Happens with Prof. Andrew Wilks - episode 59 29:30

7M ago29:30

29:30

"The moment of discovery, that sense of awe and wonderment, is something I wish every scientist could experience." In this captivating episode, Professor Andrew Wilks takes us on a journey from the council estates of Liverpool to the forefront of molecular cancer biology. A scientist-turned-entrepreneur, Andrew’s career spans the discovery of JAK p…

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#153: Lean Marketing Strategies with Sarah Noel Block 27:57

8M ago27:57

27:57

In episode #153, Sarah Noel Block discusses lean marketing for small businesses. She is the founder of Tiny Marketing. She shares ways they can achieve big results. Whether you're running a small marketing team or wearing all the hats yourself, Sarah’s expertise in streamlined, efficient marketing systems offers invaluable insights. If you’ve ever …

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#152: Budgeting for Business Growth - How to Plan and Execute 26:41

8M ago26:41

26:41

In episode #152, Jaime Staley helps us tackle the question: how do we plan and execute a budget for business growth? Considering that the financials are a lifeline for a company, this topic is an important starting point for any business at any stage of its life. If this is your first time taking on a budget for your business and you aren’t sure wh…

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Change Happens with Alice Chun - episode 58 29:06

8M ago29:06

29:06

"Light gives safety, light gives hope, and I can see why children see the magic in it." Alice Min Soo Chun is a humanitarian entrepreneur whose journey began with a simple yet profound idea: light can change lives. From creating origami-inspired solar lights to distributing them in disaster-stricken areas and war zones, Alice’s work has impacted vu…

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#151: How Organizations Can Thrive & Foster Innovation with Tara May 32:22

9M ago32:22

32:22

Don’t miss episode #151, where Tara May, CEO of Aspiritech, a nonprofit tech services company with 95% autistic employees, joins us to discuss how companies should focus on the ROI of kindness and how organizations can thrive and foster innovation by promoting neurodiversity & psychological safety in the workplace.…

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#150: Smart Growth Goals & Foundation 40:06

9M ago40:06

40:06

Welcome to episode 150 of the Cultivating Business Growth Podcast. Today, we will explore the power of SMART goals and how they can help you build a strong foundation for growth. Whether you're a CEO, entrepreneur, or business owner, setting specific, measurable, achievable, relevant, and time-bound goals is critical to turning your vision into rea…

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Change Happens with Dan Rosen - episode 57 30:05

9M ago30:05

30:05

"The music industry was the canary in the coal mine for digital disruption. What happened to us is now happening to every other industry." Dan Rosen’s career has been a balancing act between law, music, and leadership. He started out living a "double life" as a lawyer by day and a musician by night. This unique combination of skills eventually led …

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#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland 37:01

9M ago37:01

37:01

Welcome to episode #149, where we discuss Strategies for Effective Communication With Your Tax Preparer and bookkeeper. Nancy McClelland, a top client accounting services ProAdvisor, one of the Top 50 Women in Accounting, and the writer of an award-winning blog, The Dancing Accountant, joins us to discuss how small businesses benefit from encouragi…

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#148: The Role of a CFO in Business Growth 45:36

10M ago45:36

45:36

Welcome to episode #148. Today, Partners and VCFOs of PJS & Co. CPAs Jaime Staley and Katina Peters uncover the question, "How can I grow my business?" and how a skilled CFO can be the key to unlocking sustainable growth, steering the financial strategy, and ensuring your business survives and thrives in a competitive market.…

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#147: Helping Business Owners Be Financially Fearless with Dr. Barb Provost and Maggie Nielsen 39:46

10M ago39:46

39:46

Jaime Staley, partner and CFO at PJS & Co. CPAs, Dr. Barb Provost, Founder of Purse Strings LLC, and Maggie Nielsen talk about how to help business owners overcome financial fears in this episode. Barb and Maggie have joined forces to support and empower women to take control of their financial future and make informed choices about managing their …

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Change Happens with Robert Pradolin - episode 56 30:22

11M ago30:22

30:22

“We’ve all got a role to play, it's incrementally happening every single day, it’s being normalised. We have to draw the line and say, enough.” Sometimes, professional experience in one field leads to using those skills to make a difference. This has been the case for Robert Pradolin, who has taken his more than 40 years of experience in the proper…

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#146: Signs It's Time to Hire an Operations Manager 20:35

11M ago20:35

20:35

Welcome to episode #146, where we continue discussing the crucial role of an Operations Manager. In episode #145, we covered the many benefits of having an Operations Manager. In this episode, we will discuss when to hire one for your company. Kim Nixon joined us again to walk us through the hiring procedures for operations managers.…

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#145: The Benefits of Hiring an Operations Manager 24:27

11M ago24:27

24:27

In episode #145, Kim Nixon, Director of Operations at PJS & Co. CPAs talks about why hiring an Operations Manager is important. There are many benefits of filling the operations manager role. In the next two episodes, we will talk about the advantages of hiring a professional. We will also show examples of their work and talk about when you might n…

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Change Happens with Leisel Jones - episode 55 31:40

12M ago31:40

31:40

“You think ‘Oh, I worked so hard for something I thought was going to change everything and it didn’t” Even Olympic gold loses its shine. What happens when everything you set out to achieve ends up feeling like a fleeting moment? Leisel Jones is an Australian icon and regarded as one of the world's greatest ever female swimmers. Now a published aut…

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Change Happens with Prof. Dr Megan Davis - episode 54 25:41

1y ago25:41

25:41

On today’s episode we explore what happens when change doesn’t happen. Professor Dr Megan Davis is a professor of constitutional law known for her work in creating the Uluru Statement from the Heart and advocating for the 2023 Voice referendum. As an international human rights lawyer, Scientia Professor, and academic, Megan discusses the lessons sh…

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144: Managing Personal Finances Part II 32:31

1y ago32:31

32:31

Welcome to part two of our discussion of the dos and don'ts of managing your money. Maintaining a good relationship with your finances and setting realistic goals for yourself is essential for financial success. In episode #143, we explored several dos to assist you in starting and maintaining a sound financial life. Jaime Staley helps us understan…

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#143: Personal Finance Part I 32:08

1y ago32:08

32:08

Join us for part one of our two-part series, which discusses the "do's" and "don'ts" of managing personal finances. Jaime Staley joins us for episode #143 to discuss the "do's" and offer personal finance tips. Finances are an overwhelming topic, and there are so many aspects to understand, from budgeting to credit cards to investing. Learning how t…

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#142: Unlocking Growth - The Importance of Industry Benchmarks 29:20

1y ago29:20

29:20

In episode #142 of the Cultivating Growth Podcast, we discuss unlocking growth for your business. Jaime Staley joins us to discuss the importance of industry benchmarks. Industry benchmarks are metrics a company can use to see how it performs compared to other businesses in its industry. This information is crucial in growing your business and achi…

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Change Happens with Simon Crowe - episode 53 35:55

1y ago35:55

35:55

“It was the most horrendous thing that's ever happened, it was really challenging, and unfortunately made me distrustful of people, which is just not my normal stance” Not many people can say they have built something out of nothing and have stayed true to their vision and purpose. Simon Crowe, the Founder and Managing Director of Grill’d, is on a …

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#141: Accounting Month-End Close Checklist Best Practices 31:08

1y ago31:08

31:08

Join us for episode #141 where we discuss the Accounting Month-End Close Checklist. Jamie Staley discusses different techniques and strategies for handling this for various businesses. This analysis is essential in keeping accurate data and making sound financial decisions based on your business' monthly data.…

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#140: Building Trust & Trust Compression with Rick Watson 27:59

1y ago27:59

27:59

We talk with Rick Watson in episode #140 of the Cultivating Growth Podcast. Rick is a financial expert, trusted advisor, and the Founder of the National Referral Network. He is also the author of "A Firm Worth Building: Running a Better Professional Business." Rick offers insight on building trust in sales and strategies for building a two-year rel…

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#139: 10 More Strategic Questions for Your CFO - Part II 31:01

1y ago31:01

31:01

Join us for episode #139, part two of our "10 Strategic Questions for Your CFO" series. If you haven't already, check out episode #138 for the first five questions. In this episode, we will continue our discussion with Katina Peters about important questions for your CFO. With these five questions, you will feel more informed and at ease, maximizin…

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#138: 10 More Strategic Questions for Your CFO - Part I 26:27

1+ y ago26:27

26:27

Is your business ready for a Chief Financial Officer? Have you started your new financial journey with a professional? If so, check out episode #138 and learn some strategic questions for your CFO when meeting with them for the first time. This two-part series will provide 10 questions that can help in managing your company. Hiring a financial advi…

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#137: Leadership Finding a Mentor in the Dental Industry with Dr. ArNelle Wright 36:06

1+ y ago36:06

36:06

Dr. ArNelle Wright is a true leader in the dental industry. She is a certified transformation and personal growth coach, general dentist, speaker, and mentor. In this episode, she covers the benefits of having a mentor. She also tackles how leadership classes can enhance your business and team. Additionally, she discusses the key factors for a succ…

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Change Happens with Simone Clarke - episode 52 39:01

1+ y ago39:01

39:01

"What's the legacy we want to leave our kids? I don't want my kids to grow up in a world where women are abused and racism is just part of the DNA, absolutely not required, shouldn't be here, so how do we change it?" When it comes to the achievement of gender equality and the fight for human rights, the path to success requires big changes to happe…

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#136: Navigating Payroll Transitions with Your CPA 29:14

1+ y ago29:14

29:14

The thought of switching your company's payroll software can cause some major anxiety. It requires patience, research, communication, and team effort. Payroll is extremely personal for a company. Your team depends on their paychecks. Getting people paid promptly and accurately with no surprises is the goal. If you've been delaying this task or need…

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#135: Construction Business Growth with Ruth King 31:24

1+ y ago31:24

31:24

Ruth King, otherwise known as the “Profit and Wealth Guru,” joins us for this episode. She is passionate about helping small business owners get profitable and stay profitable. Today, we will learn how Ruth helps contractors take their businesses to the next level.By PJS & Co. CPAs

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#134: How to Find Your Niche in Business 29:30

1+ y ago29:30

29:30

In episode #134 of the podcast, we explore the secret ingredient to business success with Megan, Katina, and Amanda – unraveling the enigmatic concept of finding your niche. This skill is crucial for businesses in a busy market. It impacts their business operations, product marketing, and customer relationship management.…

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#133: The Newest Requirement for Business Owners 25:19

1+ y ago25:19

25:19

The new year is here and with it comes new filing rules for all businesses. In today's episode, we discuss the Beneficial Ownership Information (BOI) requirements and how the reporting requirements can affect you. We plan to assist our clients with these filings and will know more as additional information becomes available. We wanted to share what…

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Change Happens with Ronni Kahn - episode 51 36:59

1+ y ago36:59

36:59

“I have no idea why I was the person that chose to fix the problem of surplus food. But I was. And that is the blessing that I have received, and the gift that I have received.” Ronni Kahn AO, is a vibrant force of energy, exuding a warm honesty accompanied by her infectious and unavoidable smile. In this episode, Ronni shares with Jenelle McMaster…

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#132: What You Should Know About Cryptocurrency 36:19

1+ y ago36:19

36:19

Many videos, tutorials, articles, and classes surround the crypto world, and access to information is constantly increasing. Today, we will learn from Laura Walter, a cryptocurrency CPA, about using crypto for business and personal life.By PJS & Co. CPAs

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Change Happens with Mike Baird - episode 50 44:56

1+ y ago44:56

44:56

"24 hours of madness ensued, and at the end of that I found myself standing in the premier’s office and saying “my goodness, how did this happen” Mike Baird AO, former Premier of NSW and now CEO of HammondCare and Chair of Cricket Australia, shares insights into his personal journey and key moments of change with host Jenelle McMaster. This is an o…