The Scaling CFO

Mark A Stiles
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Most small business owners hit a ceiling around $1M—not from lack of talent, but because scaling to multiple seven figures requires a different financial strategy, operational structure, and leadership mindset. The Scaling CFO podcast helps serious entrepreneurs break through that barrier. Host Mark Stiles brings together top minds in business, operations, and finance to help you master cash flow, build scalable systems, and make data-driven decisions that drive real profitability. Ready to move beyond six figures? This is your podcast.

Episodes

  1. Mapping Value Creation w. Mary Adams

    23 OCT

    Mapping Value Creation w. Mary Adams

    Most founders track KPIs religiously, but still feel disconnected from what drives their business forward. The problem isn't the metrics. It's the gap between measurement and action. In this conversation, Mark sits down with Mary Adams, co-founder and CMO of Insights7, to explore how the Work to Value framework turns strategic vision into aligned daily execution. Mary brings 30+ years of experience helping founders move from reactive reporting to proactive alignment. She breaks down why your business exists as a value creation system, how to map your GL to actual operations, and why AI will make organizational clarity necessary. Whether you're struggling to align your team around shared goals, finding your KPIs live in silos, or preparing for the agentic workforce revolution, this episode reveals the framework that turns dashboards into decisions. Time Stamps: 00:00 Introduction to Scaling CFO 00:29 Guest Introduction: Mary Adams 01:13 The Work to Value Framework 02:42 Aligning Passion, Problem, and Payment 04:11 Building a Unified System for Value Creation 06:59 Empowering Leadership and Teams 08:53 Tracking KPIs and Strategic Goals 11:01 Systemizing Business Processes 17:48 Mary Adams' Background and Insights 19:30 Understanding Financial Statements 19:46 Identifying Silent Drains 21:03 Cost of Value and GL Strategy 22:02 Aligning KPIs and Costs 23:09 Effective Communication and Accountability 24:14 Case Study: Medical Device Company 27:28 The Importance of Clarity 31:09 Leveraging AI for Business Efficiency 36:54 Rapid Fire Questions 38:07 Conclusion and Final Thoughts Follow Mark and Mary: Connect with Mark:  LinkedIn: https://www.linkedin.com/in/stilescpa/ Website: https://www.markstilescpa.com Connect with Mary:  LinkedIn: https://www.linkedin.com/in/maryadamsica/ Website: https://insights7.com

    40 min
  2. Scale Revenue and Relationships w. Jeff Kirchick

    9 OCT

    Scale Revenue and Relationships w. Jeff Kirchick

    Revenue growth without retention is just expensive churn. And sales strategies without financial grounding? That's a recipe for burning cash faster than you're making it. In this episode of The Scaling CFO, Mark Stiles sits down with Jeff Kerchick, VP of Sales at Zorro, four-time startup veteran (three exits, one IPO), and author of Authentic Selling, to break down why the sales-finance relationship matters more than most founders realize. Jeff shares why Net Revenue Retention (NRR) has replaced growth as the north star metric, how to build sales systems that scale without losing the human touch, and why AI might actually help you spend less on your tech stack instead of more. Whether you're struggling with customer concentration, wondering how to justify your CAC to your CFO, or trying to figure out which tools to build versus buy, this conversation will help you align sales and finance so growth is sustainable, not just exciting. Timestamps: 00:00 Introduction to Scaling CFO 00:38 The Box Method Framework 01:41 Sales and Finance Synergy 04:35 Jeff Kerchick's Journey 07:47 Sales Strategies and Metrics 12:14 Leadership and Customer Retention 28:00 Navigating the CFO-Marketing Relationship 28:32 The Role of Automation in Sales Outreach 29:32 Balancing Human Touch and Automation 30:36 Leveraging AI for Operational Efficiency 32:16 AI's Impact on Job Roles and Business Models 34:58 AI in Communication and Customer Relations 35:43 AI in Healthcare Benefits and Quoting 42:12 The Importance of Data Privacy in AI 44:41 ICRA: A New Model for Healthcare Benefits 46:07 Sales Strategies and Decision Making 51:23 Rapid Fire Questions with Jeff 53:21 Conclusion and Final Thoughts Connect with Jeff: LinkedIn: linkedin.com/in/jeffkirchick Website: https://jeffkirchick.com/ Connect with Mark: Mark A. Stiles, CPA Founder, MASCPA [markstilescpa.com]  | Host, The Scaling CFO [LinkedIn]  📅 Book a free consult with Mark → https://calendly.com/mark-stiles-markstilescpa/new-meeting

    54 min
  3. Why Your Sales Strategy Needs Financial Grounding w. Brett Fritz

    25 SEPT

    Why Your Sales Strategy Needs Financial Grounding w. Brett Fritz

    Most founders think the answer to cash crunches or stalled growth is simple: more sales. But more revenue without systems is just chaos with bigger numbers. In this episode of The Scaling CFO, Mark Stiles sits down with Brett Fritz, seven-figure sales strategist, fractional VP of Sales, and founder of Two Ones, to unpack why founder-led sales often fail—and what to do differently. Brett shares the biggest misconception about sales, why internal buy-in matters more than external tactics, and how to connect sales with finance so growth is sustainable, not self-destructive. Whether you’re stuck in founder-led chaos, struggling with CAC, or wondering how to align your sales and operations, this episode will help you move from duct-tape tactics to clarity that scales. Timestamps: 00:00 – Welcome + guest intro 02:00 – What “sales clarity” really means for founders 04:43 – The biggest misconception about sales 07:00 – Founder guilt, fear, and performance pressure 10:43 – Why human connection beats automation 14:48 – Why internal buy-in matters more than external tactics 18:45 – The founder’s time management crisis 23:00 – Breaking silos with the Box Method 25:44 – The “Two Ones” framework: treating clients as equals 29:47 – Sales vs. finance: the CAC reality check 33:43 – Why humility is a sales superpower 35:12 – What clarity in sales actually looks like 37:00 – Rapid-fire round: Brett’s sales lessons 39:00 – Where to find Brett + closing thoughts Connect with Brett: LinkedIn: https://www.linkedin.com/in/brettfritz/ Website: https://2ones.com/ Connect with Mark: Mark A. Stiles, CPA Founder, MASCPA [markstilescpa.com]  | Host, The Scaling CFO [LinkedIn]  📅 Book a free consult with Mark → https://calendly.com/mark-stiles-markstilescpa/new-meeting

    40 min
  4. Great Systems Need Great Leaders w. Nefertiti Walker

    11 SEPT

    Great Systems Need Great Leaders w. Nefertiti Walker

    Most business owners hit a wall around $1-2 million in revenue, not because of market conditions or cash flow, but because they can't transition from doing everything to leading effectively. In this conversation, Mark sits down with former Stetson University basketball player Dr. Nefertiti Walker to explore what real leadership looks like when you're scaling a business. Dr. Walker, now a senior executive at UMass and nationally recognized expert in organizational culture, shares hard-earned lessons about the difference between delegation and empowerment, why psychological safety isn't "soft skills" but competitive advantage, and how the generational shift in the workforce is changing everything about how we need to lead. Whether you're struggling to get your team to think strategically, wondering why good people keep leaving, or trying to figure out how to lead the next generation of workers, this episode breaks down the leadership evolution every scaling CEO must make. Timestamps: 00:00 From Basketball Courts to Boardrooms 01:41 The Positional Power Problem 03:59 Stop Delegating, Start Empowering 08:29 The Real ROI of Inclusion 16:39 What Sports Teaches About Scaling Teams 23:34 Leading Through Organized Chaos 24:57 The Strategic Thinking Crisis 28:21 The "Only I Can Do" Filter 31:50 The Workforce Revolution 34:32 Leading the Therapy Generation 40:14 The Skills Gap Nobody Talks About 44:50 Lightning Round: Leadership Lessons Connect with Nefertiti: LinkedIn: https://www.linkedin.com/in/nefertiti-walker-5338a943/ Connect with Mark: Mark A. Stiles, CPA Founder, MASCPA [markstilescpa.com]  | Host, The Scaling CFO [LinkedIn]  📅 Book a free consult with Mark to explore your own Marketing & Sales Quadrant → https://calendly.com/mark-stiles-markstilescpa/new-meeting

    48 min
  5. Building Brands That Convert w. Ronald Berry

    28 AUG

    Building Brands That Convert w. Ronald Berry

    In this episode of The Scaling CFO, host Mark Stiles, CPA and founder of MASCPA, sits down with Ronald Berry III, founder of Flywheel Consultancy. If you’ve ever felt like your marketing was in motion but not moving the needle, this episode is for you. Ronald breaks down how to translate brand into systems, message into money, and awareness into ROI. From defining your ICP to the rise of "allbound" marketing, this conversation clarifies how to build a scalable marketing machine, without selling your soul or spamming your audience. Topics include: What most founders get wrong about their ICP (ideal customer profile) The difference between messaging and medium Why "founder-led" and "leader-led" marketing outperform generic brand campaigns How many brand impressions it really takes to convert a lead Signal-based campaigns and why they lower CAC When to know your message isn’t resonating Why message clarity beats message volume How to use AI to scale content without losing your voice What founders should never outsource too soon If your message isn’t converting or your leads are stalling, this is the reset worth listening to. Timestamps: [00:00] Welcome to The Scaling CFO  [01:05] Marketing noise vs. marketing systems  [02:15] TAM, ICP, and the power of precision  [04:45] Messaging vs. Medium  [06:30] Allbound marketing explained  [08:50] Signal-based campaigns & data-driven outreach  [11:40] Founder-led marketing & leader-led impact  [15:00] Aligning message with internal leadership  [18:10] When your messaging isn’t working  [21:20] Why short-form > long-form (at first)  [24:30] AI + authenticity = marketing leverage  [28:10] Delegation, SOPs & founder capacity  [32:15] Scaling without losing your voice  [36:45] Marketing ROI: signals, systems, and strategy  [39:30] Rapid fire round Connect with Ronald: LinkedIn: https://www.linkedin.com/in/ronald-berry-iii/ Website: https://www.flywheelconsultancy.com Connect with Mark: Mark A. Stiles, CPA Founder, MASCPA [markstilescpa.com]  | Host, The Scaling CFO [LinkedIn]  Book a free consult with Mark to explore your own Marketing & Sales Quadrant → https://calendly.com/mark-stiles-markstilescpa/new-meeting

    41 min
  6. Marketing Systems That Actually Work w. Cassidy Lewis

    14 AUG

    Marketing Systems That Actually Work w. Cassidy Lewis

    Too many founders treat marketing like a box of disconnected tactics—random ads, inconsistent emails, a logo refresh here and there. But real growth doesn’t come from dabbling. It comes from system-building. In this episode, MASCPA founder Mark Stiles, CPA sits down with Cassidy Lewis—CMO of Cooper Hurley Injury Lawyers and founder of the CMO Academy—to unpack how founders can move from reactive marketing to a scalable system that drives conversion and clarity. Cassidy shares hard-won lessons from 16+ years in service-based marketing, including: Why marketing without sales alignment is wasted effort How to turn your database into a revenue engine The psychology behind trust-building in professional services And why "done is better than perfect" might be your new marketing mantra Timestamps: [00:00] Welcome to The Scaling CFO [01:06] Cassidy on 16 Years in Service Marketing [02:30] Why Tactics Without Systems Fail [05:37] Your Ideal Client Isn’t a Demographic [09:04] The Million-Dollar Bottleneck [12:21] From Chief Everything Officer to Evangelizer-in-Chief [15:47] Marketing-Sales Alignment: One Voice, One Brand [20:28] Your Database as Your Gold Mine [22:49] 60% Referral Rate? It Started with Systems [24:05] You Don’t Own Social. Own Your List. [26:47] CRM + Simplicity = Scale [32:10] Don’t Let Perfect Block Progress [34:36] Final Word: Start Today, Even If It’s Small Connect with Cassidy: Cassidy Lewis Chief Marketing Officer, Cooper Hurley Injury Lawyers [LinkedIn] | Founder, The CMO Academy [thecmoacademy.com] Connect with Mark: Mark A. Stiles, CPA Founder, MASCPA [markstilescpa.com]  | Host, The Scaling CFO [LinkedIn]  📅 Book a free consult with Mark to explore your own Marketing & Sales Quadrant → https://calendly.com/mark-stiles-markstilescpa/new-meeting

    37 min
  7. Scaling Together: From Founder To Framework w. Nate & Liz Lenz

    31 JUL

    Scaling Together: From Founder To Framework w. Nate & Liz Lenz

    Host Mark Stiles, CPA and founder of MASCPA, sits down with power couple Nate and Liz Lenz, co-founders of Concurrent and Lenz Insights, to unpack what it really takes to scale a business with your spouse, your values, and your people intact. They reveal how to lead through blurred lines of personal and professional life, what scaling looks like beyond $1M in revenue, and why building human capital is the real unlock for margin and momentum. From SOPs to surprise-and-delight client moments, from Widget frameworks to preparing for generational wealth transfer, Nate and Liz walk us through the kind of intentional leadership today’s founders need to build a durable business that runs without losing its soul. Whether you're at the $1M inflection point or thinking about succession, this episode offers a front-row seat to what smart scaling actually sounds like. Timestamps: [00:00] Welcome to The Scaling CFO [01:20] Nate & Liz on Merging Marriage with Mission [04:15] The Truth About Balance, Boundaries & Clarity [06:10] From Chief Everything Officer to Chief Evangelizing Officer [08:30] Human Capital as the True Scaling Engine [11:45] Clarity, SOPs, and Letting Leaders Lead [14:30] Using the Widget Framework to Unlock Team Strengths [17:05] Building Culture as an Output, Not Just Input[20:00] Operationalizing Your Values in a Scaling Firm[23:10] Coaching Advisory Firms Through Inflection Points [26:20] People, Process, and Technology, In That Order [31:00] Scaling the Advisory Experience: From Personal to Repeatable [35:40] “Look for Lemons”: Creating Client Wow Moments[38:15] How Pareto Principle Shapes Smart Scale[42:00] Tech, Talent & the Future of Wealth Management [47:40] AI, Validation, and the Human Side of Strategy [50:30] Asking Better Questions = Better Client Retention [53:10] Succession as a Process, Not an Event[57:20] Rapid Fire: Productivity, Resilience & Real Life [59:30] Final Word: Be Honest with Yourself First Connect with Nate & Liz: Nate Lenz CEO, Concurrent poweredbyconcurrent.comLinkedIn Liz Lenz Founder, Lenz Insights & Practice Synergies Lead at Concurrent lookforlemons.comLinkedIn Connect with Mark: Mark A. Stiles, CPA Founder, MASCPA | Host, The Scaling CFO markstilescpa.com LinkedIn

    1h 2m

  8. SEASON 1 TRAILER

    The Scaling CFO - Trailer

    Welcome to The Scaling CFO, the go-to podcast for business owners looking to scale beyond six figures and build a company that thrives. Mark Stiles, virtual CPA and business strategist, is here to help you optimize profitability, implement scalable systems, and step fully into your role as CEO. Every week, we bring together top experts in finance, operations, and leadership to give you the exact strategies you need to grow smarter, not just bigger. Let’s get to work!

    2 min

Trailer

About

Most small business owners hit a ceiling around $1M—not from lack of talent, but because scaling to multiple seven figures requires a different financial strategy, operational structure, and leadership mindset. The Scaling CFO podcast helps serious entrepreneurs break through that barrier. Host Mark Stiles brings together top minds in business, operations, and finance to help you master cash flow, build scalable systems, and make data-driven decisions that drive real profitability. Ready to move beyond six figures? This is your podcast.

Information

  • Creator
    Mark A Stiles
  • Years Active
    2K
  • Episodes
    8
  • Rating
    Clean
  • Copyright
    © Mark A Stiles
  • Show Website
    The Scaling CFO