Episode Summary:

Welcome to The Next Cell Over, the podcast where sharp operators and fractional leaders share how to turn messy back ends into profit-driving machines.

In this episode, host Jenna Moser sits down with Joshua Diodato, MBA, VP of Operations at Ecom Financial Services, LLC, to unpack why so many “fractional finance” providers fail their clients, and how EFS built a model that actually drives growth. From rebuilding broken books to giving founders the financial clarity they’ve never had, Josh and his team operate like true partners, not button-pushers.

In This Episode:

✅ Why the balance sheet is more important than the P&L (and why most firms ignore it)

✅ How to inherit and fix messy books without making the same mistakes twice

✅ Automating processes, like their Airtable to QuickBooks three-way match, to uncover hidden profit leaks

✅ Founder education that turns “mystery numbers” into confident decision making

✅ Hiring for passion, drive, and client care, not just technical credentials

✅ Going beyond accounting to connect clients with vetted resources that solve bigger business problems

You’ll also hear how Josh’s sports team approach, clear roles, constant communication, and accountability, create healthier client relationships and better results.

Expect a candid look at the gap in today’s fractional finance market and how the right partner can protect your bottom line while building long-term resilience. If your current finance team is just “keeping you compliant,” this episode will make you rethink what’s possible.

Golden Nugget:

"If you’re only looking at your P&L, you’re missing half the story. The balance sheet tells you whether your business is truly healthy, and most firms aren’t even reading it." — Joshua Diodato, MBA

Links And Resources:

• Connect with Joshua Diodato on LinkedIn
• Ecom Financial Services, LLC,

• Linkedin: linkedin.com/in/jworksvirtual
• Website: jworksvirtualsolutions.com

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Created by J Works Virtual Solutions

We help growing financial businesses clean up their backend, track what matters, and scale with clarity, so you can stop reacting and start leading.