Best Willow Virtual CFO Podcasts (2025)

In today’s fast-changing business world, profitability isn’t just about working harder—it’s about working smarter. In this updated episode of Cultivating Business Growth, we revisit one of our most popular topics from Episode 18 with a fresh look at four modern strategies to increase profitability in 2025 and beyond. Join Megan Spicer and Katina Pe…

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#170: How Business Systems and Processes Drive Real Growth with Holly Jean Jackson 29:08

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1M ago29:08

29:08

Are your daily tasks keeping you from growing your business? In this episode, business coach and systems strategist Holly Jean Jackson joins us to share why documenting key processes, like sales, client onboarding, and team workflows, is the secret to sustainable growth. Tune in to learn how the right systems (and tools like ClickUp, Pipedrive, and…

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#169: How to Do a Business Health Check 25:56

1M ago25:56

25:56

When was the last time you gave your business a real checkup? In this episode of the Cultivating Business Growth podcast, we’re talking about the importance of a business health check, a structured way to review profitability, cash flow, expenses, pricing, and strategy so you can catch problems early and keep your company on track. Megan Spicer is …

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#168: Growth Strategies for Small Law Firms to Reach Retirement Goals with Darren Wurz 34:43

2M ago34:43

34:43

Are you building a law firm that will truly support your retirement goals? In this episode of Cultivating Business Growth, Katina Peters welcomes Darren Wurz—financial planner, CEPA®, CFP®, MSFP, author of The Lawyer Millionaire, and host of The Lawyer Millionaire podcast—to talk about how to align law firm growth with personal financial independen…

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

3M 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

4M 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

4M 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

5M 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

5M 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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#162: How to Grow a Dental Practice Through Community, Leadership, and Support with Dr. Grace Yum of Mommy Dentists in Business 37:10

6M 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

6M 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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#160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek 41:51

7M 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

7M 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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#158: Leveraging Personal Financial Management to Enhance Business Success 35:41

8M 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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#157: How to Prepare Your Business for a Stress-Free Tax Season 27:33

8M 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

8M 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

9M 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

10M 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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#153: Lean Marketing Strategies with Sarah Noel Block 27:57

11M 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

11M 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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#151: How Organizations Can Thrive & Foster Innovation with Tara May 32:22

12M 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

1y 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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#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland 37:01

1y 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

1y 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

1y 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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#146: Signs It's Time to Hire an Operations Manager 20:35

1y 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

1y 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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144: Managing Personal Finances Part II 32:31

1+ y 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

1+ y 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

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

1+ y 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

1+ y 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

1+ y 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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#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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#132: What You Should Know About Cryptocurrency 36:19

2y 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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#131: Culture, Productivity & Profitability 30:41

2y ago30:41

30:41

How important is company culture when the rubber meets the road? Is it a vanity term that just evokes feeling of comfort or does it impact the bottom line? Growing your company and profits, requires understanding the connection between company culture and productivity.By PJS & Co. CPAs

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#130: Next Level Performance with Brandon Pipkin 21:51

2y ago21:51

21:51

Reaching that next level performance in your business can be draining and time consuming. Not knowing where to start or how to do it can be frustrating. Brandon Pipkin is one of America’s top leadership and sales trainers, motivators, and author. He has trained over 3,000 global leaders, over 12,000 sales professionals and has delivered over 800 in…

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#129: Revenue Forecasting Part II 26:54

2y ago26:54

26:54

In our previous episode, part I, we defined revenue forecasting and the components of how to revenue forecast. In the second part of revenue forecasting, we explore how to apply and use this roadmap to help your business grow.By PJS & Co. CPAs

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#128 : Revenue Forecasting Part I 30:20

2y ago30:20

30:20

In Part I of this two-part series, we are explaining the basics of revenue forecasting. This will include understanding what revenue forecasting is and learning how to do it effectively. Forecasting revenue can be challenging as your business grows but it's important to actively participate as an owner. Partner, Katina Peters, touches on the key el…

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#127: Finding Fulfillment & Happiness as a Business Owner with Dr. Tracy Brower 28:48

2y ago28:48

28:48

Dr. Tracy Brower is a sociologist studying work life fulfillment and happiness. She is the author of two books: The Secrets to Happiness at Work and Bring Work to Life by Bringing Life to Work. She is also a contributor for Forbes.com and Fast Company, and a Vice President of Workplace Insights with the Applied Research + Consulting group at Steelc…

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#126: Psychology of Tenacity as a Business Owner 27:51

2y ago27:51

27:51

There are many skills and traits that go into forming a successful business owner, tenacity being one of them. Tenacity is not only something deemed solely for the business realm but in personal life as well. Dive into tips that go behind the psychology of tenacity and grit in business and how improve mental toughness.…

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#125: Leadership & Professional Development with Don Schmincke 24:21

2y ago24:21

24:21

Don Schminke, formerly a researcher at MIT and John Hopkins Institute, who is now a consultant for organizational strategic development. Don has taught 30,000 CEOs to reach their full potential and guide their companies to success. He delivers his methods with science and research data he has discovered over years of schooling and expeditions.…

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#124: Giving & Receiving Feedback to Take Your Leadership to the Next Level 33:04

2y ago33:04

33:04

Giving and receiving feedback in the workplace can take your team and leadership to the next level, improve self-awareness, and lead to business growth. Providing feedback regularly and directly is a big contributor to effectively making changes within your organization. It can be difficult and uncomfortable, but communication is crucial to evolvin…

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#123: How Mindfulness is Sabotaging Your Success with Daniel Mangena 24:27

2+ y ago24:27

24:27

In this captivating episode, host Amanda Mulcahy engages in a thought-provoking conversation with Partner Jaime Staley and esteemed Author and Business Life Coach Daniel Mangena. Delving deep into the essence of his philosophy, Daniel sheds light on the common challenges faced by his clients, the delicate balance between personal and professional p…