Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business.
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Joy Lutz Cpa Ctp Podcasts
Hiring the right person for the right role isn’t luck—it’s a system. In this week’s episode of Upleveling, we continue our People Framework series by walking you through a proven hiring playbook. From building a written hiring plan to screening for values and using a final decision checklist, you’ll learn how to stop winging it and start running a …
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This week we kick off our People Framework series with Part 1: Attracting – How to Get the Right People to Notice You. If you’ve ever said, “I just can’t find good people,” this episode is for you. We break down why great candidates do exist—and how you can position your business so they actually notice you. From shifting your mindset about hiring,…
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The Power of Mentorship: In Memory of Teresa Morgan
16:19
16:19
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16:19
In this heartfelt episode, Joy honors the legacy of her late mentor, Teresa Morgan—a trailblazing attorney and unapologetic builder of women. Through personal stories, Joy shares how one woman’s encouragement, confidence, and connections helped shape her life and career. This episode dives into what real mentorship looks like, how to be a mentee wo…
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Embrace AI - The Tool to Make Business (and Life) Easier
24:19
24:19
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24:19
AI isn’t here to replace you, it’s here to make life and business easier. This episode explores simple ways to use AI in everyday life, highlights custom GPTs that save time at Aligned, and shows how to build a team culture of curiosity. Start small, stay curious, and let AI multiply your effectiveness.…
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In this episode, we’re talking all about what it means to live and lead with intention. We share how setting clear goals and building intentional habits has shaped our success, both personally and professionally, and how you can apply the same tools in your own life. From yearly vision-setting to daily non-negotiables we walk you through practical …
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Most business owners set ambitious goals. Whether it's scaling revenue, growing a client base, or hitting that next big milestone. But why do so many fall short? In this episode, we dive into a critical mindset shift: moving your focus from the outcome to the activity that creates the outcome. Whether you're aiming for your first $1M year or just w…
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5-Minute Bookkeeping Review for Busy Business Owners
11:34
11:34
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11:34
Feel like you don’t have time to understand your financials? In this short and practical episode, we break down a 5-minute monthly checklist that every business owner should review when they receive their financial reports. You’ll learn exactly what numbers to look at, why they matter, and how to use them to make smarter decisions, without spending…
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The CEO's Real Role: Chief Problem Solver
13:27
13:27
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13:27
In this episode of Upleveling, we're flipping the script on what it really means to lead. Growth doesn’t eliminate problems, it upgrades them. And the faster you learn to solve those bigger, messier challenges, the faster your business grows. We’re diving into: Why problem-solving is the CEO’s real job title How resilience is built through decision…
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Time Management Is a Hoax (And What Actually Works)
14:39
14:39
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14:39
Is time management really the key to productivity—or just a well-marketed myth? In this episode, Joy breaks down why traditional approaches often fall short and what actually helps you get more done. She covers smarter strategies like time blocking, energy management, delegating tasks, and setting clear boundaries. If you're ready to stop feeling b…
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Most business owners think growing revenue is complicated, but it really comes down to three simple levers. In this episode, we break down each one and explain how you can use them to increase revenue immediately. Whether it's bringing in more clients, increasing the value of each transaction, or encouraging repeat business, these classic levers ar…
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In this week’s episode, Joy dives into one of the toughest decisions a business owner can face: letting someone go. But before you hand out the pink slip, there’s a critical question you need to ask—is this a people problem or a process problem? Joy unpacks how to spot the root of underperformance and shares a practical framework for diagnosing whe…
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Think Like A CFO: How To Review Your Quarterly, and Plan For Growth
12:03
12:03
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12:03
In this episode, Joy breaks down what it means to think like a CFO and how to bring that mindset into your business planning. She walks through how to thoughtfully reflect on the past quarter—what worked, what didn’t, and what you can learn from it—to make smart, forward-thinking decisions. You'll hear how to shift from being a reactive business ow…
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CEO Check-In: How to Reflect and Lead with Clarity into Q2
15:26
15:26
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15:26
In today’s episode, Joy takes a moment to reflect on the wins, lessons, and challenges from last quarter—and why that reflection is a key move every CEO should make. She also shares powerful tactics to carry into the new quarter so you can show up stronger, lead with clarity, and continue growing your business with intention. If you’re ready to ele…
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Fixing Cash Flow: The Real Moves That Improve Your Bank Balance
22:20
22:20
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22:20
In this episode, Joy dives into the common cash flow challenges that many business owners face and shares practical strategies to improve your financial health and peace of mind. We break down the concepts of cash inflow and outflow, explaining what they really mean for your business and how you can optimize them. As mentioned in the episode, here …
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In this episode, we break down what KPIs are, why they matter, and how to track them effectively. Understanding the right metrics can help you make better business decisions and drive growth. Whether you're a startup, entrepreneur, or seasoned business owner, understanding your metrics is key to making informed decisions and scaling effectively. As…
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What separates top-performing CEOs from the rest? In this inaugural episode of Upleveling: The CEO Advantage, host Joy Lutz breaks down the six key traits that drive business success—from making fast decisions to leveraging data and intuition. Whether you're looking to scale, build a high-performing team, or optimize your business strategy, these i…
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When Everything Feels Like It’s Falling Apart: How to Regain Control
14:50
14:50
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14:50
Every business owner hits that moment—when everything feels like it’s falling apart. Maybe cash flow is tight, your team is struggling, or you’re overwhelmed with too many problems at once. In this episode of Upleveling, we dive into how to take accountability, shift your mindset, and create a plan to move forward. If you're feeling stuck, unsure w…
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Welcome to Upleveling, the podcast for business owners who want to grow, optimize, and take things to the next level. In this short intro episode, we’ll break down what this podcast is about, why we created it, and what you can expect from future episodes. If you're looking for insights, strategies, and real conversations about running a successful…
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