Best Delegate CFO Podcasts (2025)

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What I Do as a CFO (and Why It’s Probably Not What You Think) 4:52

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4h ago4:52

4:52

You’ve seen the title CFO in bios before - but what I do is different. In this first full episode of the Peace & Profits Podcast, I’m sharing what it actually looks like to work with me as a Fractional CFO - and why it’s probably nothing like the spreadsheets-and-charts version you might imagine. Here’s what we cover: ✔️ What a Fractional CFO reall…

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Peace & Profits: Build a Business That Supports Your Life 3:48

12h ago3:48

3:48

The wait is over - the Peace & Profits Podcast is here. ✨ I’ve been dreaming about bringing this show back, and now it’s finally time. This teaser episode sets the stage for what’s ahead: real conversations about building a business that’s not just profitable, but peaceful - because money without peace isn’t wealth. This podcast is for women who’ve…

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Top 3 Reasons Why Your Business Needs a Functional Website | EP 75 8:44

10M ago8:44

8:44

Is your website working for your business—or against it? In today’s digital age, having a functional website is no longer optional. It’s a powerful tool that builds credibility, saves time, and gives you a competitive edge. In this episode of How To Build A Team, I’m breaking down the top three reasons why every business needs a functional website …

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3 Essential Tips for Maximizing Your Google My Business Profile | EP 74 11:27

10M ago11:27

11:27

In today’s episode, we're diving into why Google My Business (GMB) is a powerful yet underutilized tool for local visibility, especially for CPAs, professional service providers, and food and beverage businesses. If you’re looking to reach more clients or customers locally, a well-optimized GMB profile can help you stand out in search results and a…

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How CPAs Can Manage Compliance and Deadlines Without Sacrificing Growth | EP73 7:33

11M ago7:33

7:33

In today’s episode, we’re diving into a topic that’s all too familiar for CPAs and professional service providers: balancing compliance deadlines with the need to grow your firm. If you’ve ever felt overwhelmed by regulations and time-sensitive tasks, this episode is for you. I’ll be sharing my top 3 strategies to help you stop stressing over compl…

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When Fear of Losing Your Business Takes Over: Is It Time to Get Help? | EP72 6:33

11M ago6:33

6:33

In this episode of How to Build a Team, I dive into a challenge many business owners face: the fear of losing your business because you’re stretched too thin and feel like you can’t afford help. It’s an overwhelming feeling, but the truth is, you don’t need a huge budget to get the support you need. Whether you're struggling to keep up with the day…

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How Do You Know If Your Marketing Is Actually Working? | EP71 5:58

12M ago5:58

5:58

Marketing can feel like a black hole sometimes — you’re doing all the things, but how do you know if it’s truly moving the needle? In this episode, we dive into the question that every business owner asks at some point: Is my marketing actually working? If you’ve ever felt lost or unsure about whether your marketing efforts are delivering real resu…

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Stop Doing It All – Unlock Growth by Delegating Effectively in Your Business | EP70 6:13

12M ago6:13

6:13

As a business owner, it’s easy to feel like you need to manage every single task yourself. From answering emails to overseeing social media posts, it can seem like doing everything is the only way to keep things running smoothly. But the reality is that trying to handle it all alone leads to burnout, inefficiency, and slows down your business growt…

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Conquer Overwhelm with Smart Delegation: 3 Essential Tips for Gaining Time Freedom in Your Business | EP69 12:47

12M ago12:47

12:47

In this episode of How to Build a Team, Pam Monteith dives into a topic that every business owner can relate to: overwhelm. Whether you’re feeling like you're drowning in tasks or struggling to let go of control, this episode is for you! Pam shares three actionable strategies to help you overcome overwhelm through the power of delegation and smart …

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Hiring the Best Person vs. Hiring the Right Person: 3 Key Tips for Business Owners | EP68 7:47

1y ago7:47

7:47

In today’s episode, we’re talking about a critical decision every business owner has to make: hiring the best person for the job vs. hiring the right person for the job. While many business owners get caught up in credentials and experience, the truth is, the best person on paper isn’t always the right fit for your business. I’ll be sharing my top …

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Top 3 Tasks Business Owners Should Never Outsource | EP67 6:20

1y ago6:20

6:20

In this episode of How to Build a Team, Pam Monteith discusses the top 3 critical tasks that business owners should never outsource. If you’re scaling your business or thinking about delegating responsibilities, this episode is a must-listen. Pam breaks down why you need to retain control of your vision and strategy, brand identity and messaging, a…

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Working In vs. On Your Business: The Key to Sustainable Growth and Avoiding Burnout | EP66 6:25

1y ago6:25

6:25

In this episode of How To Build A Team, we tackle a critical question for every business owner: Are you working in your business or on your business? Understanding the difference between these two approaches can be the deciding factor between burnout and sustainable growth. Join Pam Monteith as we explore: What it means to work in your business Wha…

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Are Likes Misleading You? The Truth About Content Effectiveness and Why Visibility Matters | Ep 65 12:31

1y ago12:31

12:31

In this episode, Pam explores a common misconception among business owners: Are likes and comments a true indicator of content effectiveness? She shares a real-life example of a prospect client who finds her LinkedIn content valuable but never engages with it publicly. This leads to an important conversation about focusing on the right metrics to m…

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Why Some Businesses Thrive While Others Fail: The Untold Story Behind Successful Marketing | EP 64 7:57

1y ago7:57

7:57

In this episode, Pam dives into the challenges that business owners face when their marketing is working, but growth seems stalled. She shares real-life examples of two clients—both startups, both with physical products, and both following the same marketing strategy—with completely different outcomes. The key? Execution, adaptability, and support.…

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Unlocking Success: Marketing Lessons from Apple for Small Businesses | EP 63 6:19

1y ago6:19

6:19

In this episode, we’re diving into the powerful marketing lessons we can learn from one of the world’s most successful companies—Apple. While Apple may be a global tech giant, its core marketing principles are highly applicable to small businesses. In this episode, you’ll learn: The Importance of Simplicity: How keeping your marketing message simpl…

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Why You Can't Afford to Stop Marketing After Growth | Ep 62 5:57

1y ago5:57

5:57

In today's episode, we explore a crucial question for every growing business: "Will you stop marketing when you achieve growth?" We'll dive into why it's essential to continue marketing efforts even after hitting your growth milestones and how a Fractional COO can play a pivotal role in sustaining and scaling your marketing strategies.. Key Takeawa…

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Why Marketing Should Be One of Your Top 3 Priorities | Ep 61 8:49

1y ago8:49

8:49

In this episode of "How To Build A Team," we delve into why marketing should be a top priority for every business owner. Alongside building systems and processes and creating a strong team, strategic marketing is essential for business growth and sustainability. Discover why cutting marketing expenses can be detrimental and learn actionable tips to…

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How to Prioritize Your Digital Marketing Efforts | EP 60 5:48

1y ago5:48

5:48

Description: In this episode, I provide a clear and actionable guide on how to prioritize your digital marketing efforts. Whether you're new to digital marketing or handling it yourself, these tips will help you focus on what really matters. Key Points: Identify Your Goals: Determine whether you want to increase brand awareness, generate leads, or …

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Time-Saving Digital Marketing Tips | EP 59 5:07

1y ago5:07

5:07

Description: In this episode, we share three essential time-saving tips for digital marketing. Whether you're a solopreneur or running a small team, these strategies will help you streamline your marketing efforts and maximize your impact. Key Points: Schedule Your Posts in Advance: Use tools like Buffer or Hootsuite to batch content creation and m…

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The Importance of Systems and Process | EP 58 10:37

1y ago10:37

10:37

Description: In this episode, we delve into why establishing robust systems and processes is crucial when building a team for your new firm. Join us to explore how these frameworks can drive consistency, efficiency, and scalability in your business. Key Points: Consistency and Quality Control: Ensuring reliable outcomes through structured processes…

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How to truly make PROGRESS in your business 21:18

1+ y ago21:18

21:18

Episode 7: How to truly make PROGRESS in your business With Kendra James Anderson Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience. On this episode of the Kendra Nicole podcast, Kendra helps…

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The Rule of 40: Achieving Profitable Growth in the SaaS Industry 16:30

1+ y ago16:30

16:30

Today's episode we're going to discuss the Rule of 40 - a powerful metric for evaluation the Health of a SaaS company. Links and Resources: Delegate CFO Blog MRRBy hovlandforensic

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Managing Business Debt: Tips for Financial Health 27:24

1+ y ago27:24

27:24

Episode 6: Managing Business Debt: Tips for Financial Health With Kendra James Anderson Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience. On this episode of the Kendra Nicole podcast, Kendra…

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Financial Forecasting: What, How, When and Why 13:22

2y ago13:22

13:22

Episode 5: Financial Forecasting: What, How, When and Why With Kendra James Anderson Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience. On this episode of the Kendra Nicole podcast, host Kend…

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The Working Mom's Guide to Networking 12:05

2y ago12:05

12:05

Episode 4: The Working Mom's Guide to Networking With Kendra James Anderson Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience. In this episode, Kendra Nicole dives deep into the challenges an…

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Money Date: How to do it and why it's important 28:50

2y ago28:50

28:50

Episode 3: Money Date: How to do it and why it's important With Kendra James Anderson Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience. In this episode of the Kendra Nicole podcast, Kendra d…

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The Art of Delegation: When and How to Hire in Your Business 21:25

2y ago21:25

21:25

Episode 2: The Art of Delegation: When and How to Hire in Your Business With Kendra James Anderson Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience. In this episode, Kendra delves into a cru…

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I'm baaacck - Welcome to the Kendra Nicole Podcast! 33:40

2y ago33:40

33:40

Episode 1: I'm Back - Welcome to the Kendra Nicole Podcast! With Kendra James Anderson Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience. In this episode, Kendra provides updates on business,…

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When to Outsource vs. When to Hire: A Guide for Small Business Owners | EP 57 13:44

2y ago13:44

13:44

Description: As a small business owner, making the right decision between outsourcing and hiring is crucial. Join us in this episode as we provide a concise guide to help you navigate this dilemma effectively and discover when each option is the best choice for your business. Key Points: Specialized Expertise: When to outsource tasks that require s…

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Part 3: Maximizing Clarity and Productivity Through Batching | EP 56 18:14

2y ago18:14

18:14

In the final episode of the series, we tackle the challenge of brain fog and introduce a powerful solution: batching. Learn how to streamline your workflow, increase clarity, and maximize productivity by grouping similar tasks together and dedicating focused blocks of time. Key Points: Exploring the concept of brain fog and its impact on productivi…

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A 3-Part Series Part 2 Overcoming Exhaustion Through Outsourcing and Delegation | EP 55 14:43

2+ y ago14:43

14:43

Embrace the Journey- Thriving in Business Through Struggles and Pains- A 3-Part Series Part 2: Overcoming Exhaustion Through Outsourcing and Delegation Description: In this episode, Pam addresses the issue of exhaustion faced by entrepreneurs and presents a powerful solution: Outsourcing and Delegation. Explore how leveraging external support and d…

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A 3-Part Series Part 1: Overwhelm and the Power of Time-Blocking | EP 54 13:29

2+ y ago13:29

13:29

Embrace the Journey- Thriving in Business Through Struggles and Pains- A 3-Part Series Part 1: Overwhelm and the Power of Time-Blocking Description: In this episode, we delve into the overwhelming feeling that often accompanies entrepreneurship and introduce a powerful solution: time-blocking. Discover how this highly effective time management tech…

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From Burnout to Breakthrough: Overcoming the Entrepreneurial Abyss | EP 53 19:32

2+ y ago19:32

19:32

It’s been awhile since I last recorded an episode because I suffered burnout. So, in this episode I shared with you why, how it started, how I recognized it and how I was able to overcome it. If you are experiencing burnout in your business, listen to this episode and let me know how you are now, I would love to know. Here are some key things to re…

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The Power of Time-blocking: How to Take Control of Your Day | EP 52 8:45

2+ y ago8:45

8:45

Today, we'll be talking about one of the most effective methods for managing your time: Time Blocking. Time blocking has helped me regain my focus on running my business and household. You can too. Time blocking is a highly effective time management technique that can help you stay productive and achieve your goals. It’s a game-changer. Listen now …

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Overcome Business Burnout | EP 51 15:41

2+ y ago15:41

15:41

It’s been a while since I last recorded an episode because I suffered burnout. So, in this episode, I shared with you why, how it started, how I recognized it, and how I was able to overcome it. If you are experiencing burnout in your business, listen to this episode and let me know how you are now, I would love to know. Here are some key things to…

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The Top Five Metrics That You Should Focus On To Grow Your Business 22:16

3+ y ago22:16

22:16

In this episode of the Level Up podcast, we're discussing the key metrics that you should focus on to grow your business. Do you know how to measure your company's performance and success? Is your business REALLY ready to scale? If you don't know how your business's numbers stack up, how can you possibly know which direction to move in? You can tra…

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Cash Flow: Get Smart On Where The Money Actually Resides 16:57

3+ y ago16:57

16:57

In this episode of the Level Up podcast, we're talking cash flow for your business. Understanding how money flows in and out of your business is essential for you to understand. Cash flow is the lifeblood of your business and, at times, can be much more important than profitability. Links Mentioned In Episode: Check out our recent podcast episode, …

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How To Focus On Revenue and Profit 33:30

3+ y ago33:30

33:30

Let's get to the bottom line. The business world uses the terms "revenue" and "profit" interchangeably, but they actually mean two completely different things. Kendra James-Anderson, CEO of The Finance Femme, chats in this episode about how to focus on revenue and profits by understanding the difference between them. She also shares exactly what's …

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When To Hire Someone To Manage Your Money? 16:42

3+ y ago16:42

16:42

When it comes to managing your money, whom do you turn to? Listen in as vCFO Kendra James-Anderson, Founder of The Finance Femme talks about how to determine if you need a fractional CFO, bookkeeping, accounting services, or other help with managing your money for your business. Links Mentioned Visit Our New Website Follow TFF on Instagram…

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3 Common Ways to Kill Your Business in 2022 | Ep 50 20:34

3+ y ago20:34

20:34

Following the path of other successful businesses is smart, but it's vital that you understand the full strategy you're following and that you're able to execute it. Strategy from an outside observer's perspective can be very different from reality. If you're following a strategy that has different priorities to you or has a vastly different budget…

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Are Giveaways Good Marketing? | Ep 49 27:49

4y ago27:49

27:49

Are you looking for an easy way to promote your business? Do you know that online giveaways can expose your products and services to your target market? You can use it to generate leads and secure customers. In this episode, Pam talked about the only difference between marketing and giveaway marketing. She also discussed how to get great results an…

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Do You Know The Purpose Of Each Content You Publish? | Ep 48 16:35

4y ago16:35

16:35

Content is critical to attaining business and social media goals including brand recognition, thought leadership, audience engagement, and lead creation. It enables you to solidify your position as a go-to destination for your target audiences' delight, education, or inspiration. Effective content will help you in developing long-term relationships…

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Episode-47 19:40

4y ago19:40

19:40

000001E5 000001E1 00005619 00005619 000FD305 000FD305 00007E86 00007E86 000613B6 000613B6By Pam Pormentilla and David Monteith

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Social Media: How To Know What Works? | Ep 46 20:01

4y ago20:01

20:01

There is no such thing as "one size fits all". Every brand is different. Especially when it comes to social media, you have to create contents that will help solve your target market’s problem. Contents that interest them and most importantly ... contents that are valuable to them. REMEMBER: It's more than just about "followers". In this episode, P…

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How Do You Get Back Your Life ? | Ep 45 20:38

4y ago20:38

20:38

Are you so deep into your business' everyday grind that you feel like you no longer have a life outside your business? Friends, don't let this happen to you. In this video, Pam shared 3 Ways How You Can Get Back Your Life and spend more time with your loved ones while running your business. Connect with Pam and David: Subscribe on Youtube Great Wor…

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How Do You Prepare Your Business For The Holidays? | Ep 44 24:38

4y ago24:38

24:38

For many businesses, the holidays are one of the busiest times of year, and you don’t want to miss out. Do you have systems in place so you can also take a break during the holidays? In this episode Pam gave 3 ways to get you and your business ready for the upcoming holidays. Listen now and subscribe. Connect with Pam and David: Subscribe on Youtub…

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How To Create An Effective Marketing Plan? | Ep 43 32:29

4y ago32:29

32:29

Pam shared in this episode the 5 initial steps on how you can start creating an effective marketing plan. This will help you get ready for your Q1 planning next year. Connect with Pam and David: Subscribe on Youtube Great Work Online on Facebook Great Work Online on Instagram Pam on LinkedIn David on LinkedIn Continue the conversation in our Thrivi…

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Do You Need To Be Visible On All Social Media Platforms? | EP 42 22:31

4y ago22:31

22:31

In this episode Pam discussed how can you get a kickstart of doing your social media marketing the right way. She will help you get some clarity on whether you need to be visible to all the social media platforms or not. Listen today to know more. Connect with Pam and David: Subscribe on Youtube Great Work Online on Facebook Great Work Online on In…

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Life Update: What’s Happening in My Life as an Entrepreneur and Mom 17:43

4+ y ago17:43

17:43

My life has changed drastically since the last time we spoke and I couldn’t be happier to be back. In today’s episode of the Level Up podcast, I share some life updates, what’s happening at my firm, navigating life as an entrepreneur and mom, and what I’m doing to celebrate my return to the podcast. I’m chatting about… Life as a first-time mom and …

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How Do You Achieve Faster, Easier and Better Results with Jake Jacobs | EP 41 37:26

4+ y ago37:26

37:26

Jake Jacobs is the best-selling author of Real Time Strategic Change. He has more than 25 years of track record successfully helping people get clear, connected, committed, and achieving better and lasting end-results. In this episode he mentioned that to do business in new ways, there's competition and technology and trends. Pay attention to conti…