The Ultimate FD Podcast

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

ULTIMATE FD PODCAST

  1. 2 days ago

    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

  2. 5 days ago

    #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/

  3. 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

  4. 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/

  5. 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

  6. 16 Aug

    #236 - 8 Rounds with Dan Hill, Chris Hill and Katie Harvey

    New episode is up, and this one's different. Dan usually does this podcast solo with one guest. This time he had three of us in the room, and we went eight rounds on questions I genuinely wasn't expecting. Me, Katie and Chris are all property entrepreneurs, and the three of us host and mentor at the Blueprint summer retreat every year. Dan pulled us together for this one and didn't hold back. Here's what we covered, round by round: Round One: the social media ban for under 16s, and what it actually means for young entrepreneurial people coming up behind us. Round Two: the lessons nobody could have taught us. The ones you only learn by living through them. Round Three: whether AI is going to replace employees, and what that means if you're building a team right now. Round Four: what success actually means, once you strip away the version everyone else sold you. Round Five: a proper uncomfortable one. Are most entrepreneurs actually just unemployable, rather than genuinely entrepreneurial? Round Six: our own best "blueprint", the one framework or principle each of us leans on the most. Round Seven: building a business, freedom or a prison? I've got strong views on this one. Round Eight: our highest value piece of advice, given away for free. If you know me, Dan, Katie or Chris, you might expect four award winning property entrepreneurs to sit here and talk strategy and spreadsheets. That's not what happened. We dropped the ego and got honest, and that's where the good stuff always lives. Success and failure are both predictable. You just need to know what you're looking at. Give it a listen. I think you'll get more out of this one than you expect. 👉🏻 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/   Get Clear on Your Next Move If you know you're capable of more but aren't sure where to focus next, the Blueprint Summer Retreat will give you the clarity, priorities, and plan to move forward. Over three days, you'll work through the proven Blueprint used to start, systemise, scale, and sell businesses, leaving with a clear 12-month roadmap for growth. 📅 8 - 10 September 2026 📍 Attend in person at the 5★ Belfry Hotel & Resort, Birmingham, or join live virtually. 👉 Find out more: https://theblueprintretreat.co.uk/   Want to learn more? 👥 Join 13K.8+ property entrepreneurs and business owners in our free Property Entrepreneur Facebook Group - a community built on shared knowledge, proven strategies, and support from those on the same journey.. 👉 The Property Entrepreneurs Community 📺 Want to see my proven Blueprints in action? Subscribe to The Blueprint YouTube Channel for powerful, practical content on how to start, scale, or sell a business in property — straight from the source. 👉 Watch & Subscribe Now Follow Dan on Social: Instagram: @danielhill_official Facebook: @danielhill.propertyentrepreneur LinkedIn: @danielhillptg Check out the new Instagram: @propertyentrepreneur_uk

  7. 12 Aug

    MAGIC MOMENTS: The 5 Professionals - The Bookkeeper

    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 places a spotlight on the often-overlooked role of bookkeepers and delivers a master class in the systems and practices that ensure accuracy in your accounts. Through my strategic insights into bookkeeping roles, I equip you with the knowledge to drive efficiency and profitability in your business. The episode delves into key topics such as the critical responsibilities of bookkeepers, often referred to as "recs and checks." I discuss the common misconceptions around bookkeeping that can lead to serious errors in financial accounting. By focusing on the importance of having qualified bookkeepers, either through extensive experience or formal qualifications, I aim to prevent the chaos that frequently plagues businesses attempting to cut corners.  I also discussed the need for maintaining a daily reconciliation routine, emphasizing that accuracy in accounts can only be achieved through real-time tracking and systematic monthly checks. Did you enjoy this Magic Moment? Click here for the full episode.

    MAGIC MOMENTS: The 5 Professionals - The Bookkeeper

  8. 9 Aug

    #235 - The Whale Hunter

    Would you rather have 100 clients paying £100 a year, or two paying £50,000? In this episode to answer that question properly, and it changes how you should think about every part of your business. This episode is a shorter, sharper one. No guest, just me, walking through the single piece of advice I give to every entrepreneur I mentor, the one that has changed how Ultimate FD operates over the past eighteen months. I call it whale hunting. Most business owners chase volume: more clients, more leads, more sardines. I explain why that instinct keeps you overworked and underpaid, and what happens when you shift your focus to fewer, bigger clients instead. We cover why traditional marketing funnels work brilliantly for sardines but fail with whales, why "world class" standards in your branding, website and proposals matter far more once you're chasing bigger fish, and why this shift takes patience. I talk through the long game required to reposition your business, including how Ultimate FD stopped taking on smaller clients and what happened to revenue and team capacity nine months later. If you're stuck managing too many low value clients and wondering why growth feels harder rather than easier, this one is for you. 7 figure entrepreneurs looking to raise their ticket price, tighten their client base and build a business that's actually easier to run will get the most out of it. 👉🏻 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/

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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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