The Ultimate FD Podcast

Joshua Keegan
  • 4.9 (19)
  • Entrepreneurship
  • Updated weekly

ULTIMATE FD PODCAST

  1. 17 hr ago

    #240 - Jason Wojo - From PHD to Real Estate - A 15 Year Journey

    In this episode of the Ultimate FD Podcast, I sat down with Jason Wojo about transitioning from a career in scientific research to becoming a successful Entrepreneur with a strong emphasis on work-life balance.  Jason shares his journey from academia, where he obtained two Bachelor's degrees, a Master's degree, and a PhD, to his realisation a month into his job with the Navy, that he desired more control over his personal and professional life. This revelation led him to leave his scientific career for real estate investing and, ultimately, to become an Entrepreneur helping others achieve similar freedom. Throughout the episode, we underscore how Entrepreneurs often pursue their ventures for freedom but inadvertently create new constraints. Jason emphasises the importance of defining personal and professional goals, integrating life priorities with business achievements, and utilising strategic delegation and automation.  The episode provides tactical advice and personal insights, including the value of time tracking and the power of saying no, even to seemingly golden opportunities. This episode is an invaluable resource for Entrepreneurs looking to maximise both their time and income without compromising life quality.   You can find more information about Jason Wojo below: Website: https://lifeonaire.com/ Book – Business for Life: https://lifeonaire.com/book/ LinkedIn: https://www.linkedin.com/in/jasonwojo/ Instagram: https://www.instagram.com/jasonwojo_official/ Facebook: https://www.facebook.com/drjasonwojo YouTube: https://www.youtube.com/@jasonwojo   Ultimate FD Resources: 👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit  👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/  👉🏻 DOWNLOAD THE AUDIOBOOK OF SMALL BUSINESS, BIG PROFIT HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/

  2. 4 days ago

    MAGIC MOMENTS: The Power of a Well-Used P&L

    Welcome back to another episode of Magic Moments ✨ In this insightful episode we unravel the complexities of financial management within businesses and share actionable ways to convert data into tangible business improvements. Our featured guest, Madiha Mouchtak, delves into the nuances of understanding and utilizing P&L statements effectively, a skill crucial for every entrepreneur and management team aiming to drive business success. The discussion kicks off with the significance of converting financial data into accessible information that management can use to influence business strategies. Mouchtak emphasises how distributing P&L responsibility across departments can empower teams to align with operational goals, set budgets, and foster collaboration.  Furthermore, the episode sheds light on technological solutions like Xero and Zapier to streamline accounting processes and timely reporting. Madiha highlights the pivotal role of KPIs in helping departments understand their performance and encourages a proactive approach to financial management, creating an environment where team members are motivated to enhance their performance standards. Did you enjoy this Magic Moment? Click here for the full episode.

    MAGIC MOMENTS: The Power of a Well-Used P&L

  3. 6 Sept

    #239 - 15 Unteachable Lessons

    In this episode of the Ultimate FD Podcast, I delve into the 15 unteachable lessons I've learned from over a decade in entrepreneurship. The episode opens with a thought-provoking introduction, highlighting that while these lessons are seemingly unteachable, they are crucial to understand for anyone looking to excel in business, finance, and life.  I explore these insights from various angles including entrepreneurship, finance, and personal development, delivering profound wisdom aimed at empowering listeners to make well-informed decisions. Throughout the episode, I emphasize the importance of experience in truly grasping these lessons, such as understanding that more revenue does not automatically equate to more profit, and recognizing that wealth does not inherently bring happiness. I candidly share personal anecdotes and offer practical advice on everything from managing team dynamics and understanding business finances to aligning personal values with entrepreneurial goals.  This episode is a treasure trove of actionable insights designed to inspire and guide listeners on their own business journeys.   👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit  👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/  👉🏻 DOWNLOAD THE AUDIOBOOK OF SMALL BUSINESS, BIG PROFIT HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/

  4. 2 Sept

    MAGIC MOMENTS: The 5 Professionals - The Financial Director

    Welcome back to another episode of Magic Moments ✨ In this episode I lead you through the essential steps of transforming financial operations in your business. This excerpt shines a light on the transformative role of the fifth professional in any organization, The Finance Director (FD).  Often undervalued, the FD's strategic capabilities to oversee, optimize, and future-proof a company's finances make them indispensable for meaningful growth. Throughout this discussion, I lay out how implementing a robust financial system is paramount for growing enterprises, with a particular emphasis on the FD's pivotal role. I elaborate on the hierarchical structure within financial management, where the FD sits at the apex, enhancing not just the accounting framework but also enabling strategic insights through modeling and forecasting.  As many businesses seek to plug gaps with quick fixes, such as hiring an FD, the emphasis here is on recalibrating the foundation first - improving systems to unlock about 8% more value before integrating an FD. This approach, optimal at the £500k revenue threshold, ensures sustainable financial health and strategic foresight. Did you enjoy this Magic Moment? Click here for the full episode.

    MAGIC MOMENTS: The 5 Professionals - The Financial Director

  5. 30 Aug

    #238 - Tax Talks - The Texas Shootout

    In this episode of the Ultimate FD podcast, I sit down with Chartered Tax Accountant Tej Gill to delve into the intricacies of shareholders' agreements. Designed for anyone contemplating or currently involved in business partnerships, this discussion explains the critical importance of establishing a shareholders' agreement to foresee and manage potential disputes, exits, and changes within a company.  We provide listeners with in-depth guidance on what these documents entail and how they serve as a vital insurance policy for safeguarding business relationships. The conversation unfolds around the numerous clauses that make up a shareholders' agreement and why they are often likened to a business prenup. We discuss evaluating shares, handling exits due to various scenarios like death or incapacity, and maintaining a stable board structure.  We emphasise the significance of crafting a custom document catering to the specific needs of the business and its stakeholders while also addressing niche terminologies such as "drag and tag" and "Russian roulette clauses." This episode serves as a must-listen for entrepreneurs looking to protect their business interests through well-negotiated agreements.   👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit  👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/  👉🏻 DOWNLOAD THE AUDIOBOOK OF SMALL BUSINESS, BIG PROFIT HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/

  6. 26 Aug

    MAGIC MOMENTS: The 5 Professionals - The Tax Accountant

    Welcome back to another episode of Magic Moments ✨ In this episode I lead you through the essential steps of transforming financial operations in your business. This episode delves into the critical role of Tax Accountants within a company's financial management structure.  This installment focuses on demystifying the responsibilities and essential functions of Tax Accountants in maximizing corporate efficiency and structure. Whether you're a business owner or a burgeoning entrepreneur, understanding the roles within your finance function is vital for economic prosperity. This episode unpacks the dual duties of tax accountants: ensuring compliance and developing strategic tax planning. I emphasize the importance of differentiating between Tax Accountants and other financial roles, such as bookkeepers and finance managers. I articulate how focusing properly on these roles can aid in efficient business operations and provide significant tax savings.  By drawing from my professional experiences with clients and partners like Nijjer Accountants, I advise listeners on effectively engaging with tax accountants to yield high-value advice and minimize stress. Did you enjoy this Magic Moment? Click here for the full episode.

    MAGIC MOMENTS: The 5 Professionals - The Tax Accountant

  7. 23 Aug

    #237 - Get Paid First and Fast

    In this episode of the Ultimate FD Podcast, I unveil the innovative credit control process, designed to help businesses get paid first and fast. Drawing on over a decade of experience, I share the preventive measures, essential tools, and step-by-step procedures to effectively manage accounts receivable, ensuring financial stability and minimizing stress. I highlight the importance of implementing preventive strategies such as detailed contracts, upfront payment incentives, and thorough due diligence. By incorporating automation tools like GoCardless, businesses can streamline payment processes and maintain steady cash flow.  The episode further explores a robust credit control process that efficiently handles outstanding invoices, focusing on human interaction and legal escalation when necessary. Through practical advice and personal anecdotes, I am to empower entrepreneurs to transform their financial operations for sustainable success.   👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit  👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/  👉🏻 DOWNLOAD THE AUDIOBOOK OF SMALL BUSINESS, BIG PROFIT HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/

  8. 19 Aug

    MAGIC MOMENTS: The 5 Professionals - The Finance Manager

    Welcome back to another episode of Magic Moments ✨ In this episode I lead you through the essential steps of transforming financial operations in your business. This episode emphasizes the essential role of a finance manager in transforming financial operations from mere data handling to profit-generating engines. I reveal how crucial finance managers are in converting data into actionable information, thereby elevating business performance and strategy. As you delve into this episode, you will discover the layered structure of financial roles within a business, highlighting the need for a qualified finance manager who goes beyond bookkeeping. The discussion underscores the importance of having a finance manager to oversee bookkeepers, ensuring accuracy in financial reports and allows business owners to make informed decisions. The episode spotlights the critical distinction between bookkeeping and strategic financial management, stressing that a finance manager turns raw data into insightful reports that guide impactful business policy and growth. Did you enjoy this Magic Moment? Click here for the full episode.

    MAGIC MOMENTS: The 5 Professionals - The Finance Manager
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4.9
out of 5
19 Ratings

About

ULTIMATE FD PODCAST

Information

  • Creator
    Joshua Keegan
  • Years Active
    2022 - 2026
  • Episodes
    300
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    The Ultimate FD Podcast

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