The Ops Experts Club Podcast

The Collab Team

Welcome to the Ops Experts Club Podcast! What does it take to run 7 and 8 Figure privately launched businesses? It takes a lot more than one entrepreneur - it takes a team of people who can get granular enough to push the overall vision forward. Aaron, Terryn and Savannah have supported big name entrepreneurs such as: Pete Vargas III, Pace Morby, Keith Yackey, Dr. Dharius Daniels, Steve Harwood and more. What allows entrepreneurs like them to scale, is a team like this. The Collab Team has been under the hood and in the trenches will all sorts of businesses and learned a lot of lessons and gained a lot of insights into what works in entrepreneurship and today. These conversations will let you in on the operations secrets, details and just fun stories of some majorly successful companies operating today. Come meet the people behind the people with The Ops Experts Club Podcast! P.S. Curious of how some of the biggest names have scaled their business to the next level? Check out some of our BEST content on this topic by going here...plus it's FREE! :) https://www.foundationsthatscale.com/level-up FOLLOW US ON SOCIAL: Facebook: https://www.facebook.com/opsexpertsclub Instagram: https://www.instagram.com/ops.experts.club

  1. 12/18/2025

    93. Under the Hood: What Your Books Reveal Before December Ends

    SUMMARY: In this episode, the Ops Experts Club sits down with Tabby Kler, a key leader inside the Collab team's finance division. She shares what she's learned from working under the hood of dozens of businesses across digital, retail, and distribution, and how that broad exposure shapes smarter financial decision-making. The conversation dives into the link between finance and operations, why most business owners overlook critical financial shifts as they scale, and how cross-industry insights can tighten systems and improve profitability. As the team heads into end-of-year season, Tabby breaks down the essential steps owners should take now—not in March—to stay clean, compliant, and strategic. From reconciled books, proper categorization, and tax-ready reporting to using year-end data as a planning tool instead of a fire drill, this episode gives a straightforward roadmap for closing the year strong. The crew also discusses the danger of relying on "bank-balance decision-making," the real drivers behind profit, and what owners should consider before December if they want to reduce tax burden or reinvest intelligently.     Minute by Minute:  00:00 Introduction to Ops Experts Club and Guest Introduction 02:00 Tabby Kler's Growth in Finance 05:24 Unique Perspectives in Finance Across Industries 10:38 End of Year Financial Strategies 12:12 Preparing for End of Year Tie Off 16:09 Common End of Year Financial Pitfalls 19:04 Understanding Profitability vs. Revenue 24:06 Investing Back into the Business 28:00 Conclusion and Next Steps

    29 min
5
out of 5
10 Ratings

About

Welcome to the Ops Experts Club Podcast! What does it take to run 7 and 8 Figure privately launched businesses? It takes a lot more than one entrepreneur - it takes a team of people who can get granular enough to push the overall vision forward. Aaron, Terryn and Savannah have supported big name entrepreneurs such as: Pete Vargas III, Pace Morby, Keith Yackey, Dr. Dharius Daniels, Steve Harwood and more. What allows entrepreneurs like them to scale, is a team like this. The Collab Team has been under the hood and in the trenches will all sorts of businesses and learned a lot of lessons and gained a lot of insights into what works in entrepreneurship and today. These conversations will let you in on the operations secrets, details and just fun stories of some majorly successful companies operating today. Come meet the people behind the people with The Ops Experts Club Podcast! P.S. Curious of how some of the biggest names have scaled their business to the next level? Check out some of our BEST content on this topic by going here...plus it's FREE! :) https://www.foundationsthatscale.com/level-up FOLLOW US ON SOCIAL: Facebook: https://www.facebook.com/opsexpertsclub Instagram: https://www.instagram.com/ops.experts.club