MBA Podcast: Move Beyond Accounting

Blair Cook

In this podcast series we talk with financial professionals and entrepreneurs that have successfully discovered how to move beyond accounting for the numbers to add real value.

  1. 10h ago

    Ep 19: Cassmer Ward Accounting Leadership Wins

    Unlock the secrets of entrepreneurship and finance with Cassmer Ward on the Move Beyond Accounting Podcast! 🎙️ In this episode, we dive deep into Cassmer's journey from being fired to founding Nexagy, a leading provider of fractional CFO services and co-founding IDE Structural Engineers, a residential engineering firm. Discover how he transformed challenges into opportunities and learn valuable insights on accounting leadership, risk management, and the importance of curiosity in business. Key takeaways: 00:00 Introduction to Cass Ward and his journey 00:01:06 Turning points in his career 00:02:09 The impact of being fired 00:03:27 Founding IDE Structural Engineers 00:06:42 What Nexagy does 00:08:11 Understanding accounting leadership 00:11:09 Client base and industry focus 00:12:36 The value of diverse experiences 00:15:21 Building trust with clients 00:17:53 Distinguishing roles: CFO vs. Controller vs. Bookkeeper 00:19:31 Growing Nexagy through referrals 00:21:30 Leadership philosophy and mentorship 00:24:03 The role of education in leadership 00:29:35 How much does it cost to make a donut? - Cassmer's book 00:32:39 Advice for new graduates entering the workforce 00:35:11 Transitioning from Controller to CFO 00:37:38 Success stories with clients 00:40:09 The Influencing Entrepreneurs Podcast What's your biggest challenge in understanding finance as an entrepreneur? Drop it in the comments! Subscribe for more insights on entrepreneurship and finance! #Entrepreneurship #Finance #Accounting

  2. Jul 17

    Ep: 19 Scott Woods Hope Driven Leadership

    Unlock the secrets of impactful leadership in this episode of the Move Beyond Accounting podcast! Join host Blair Cook and Scott Woods, CEO of Advocatus Consulting, as they explore how to drive business success through purpose and collaboration.Key takeaways:* Discover the importance of humility in leadership.* Learn how to create a shared vision for your team.* Understand the role of collaboration in fostering innovation.* Hear a transformative client success story that highlights the power of purpose-driven business.00:00 Introduction00:30 Meet Scott Woods01:00 The importance of impact in business02:30 Leadership and humility04:00 The role of collaboration06:00 Client success story08:00 ConclusionWhat's your biggest challenge with leadership? Drop it in the comments!Subscribe for weekly insights on finance, accounting, and entrepreneurship!

  3. Jul 10

    Ep 18: Robert Foss: Why 'Running the Business Better' Is the Simplest Path to Profit (Even in Chaos)

    Unlock the secrets to successful business turnarounds with Rob Foss! In this episode of the Move Beyond Accounting Podcast, we dive deep into the strategies that can save struggling companies and boost their performance. Key takeaways: Understand the importance of internal audit experience for aspiring executives. Learn how to identify and address macro changes in business environments. Discover the role of finance in enabling successful turnarounds. Explore the significance of effective communication with stakeholders. Timestamps:00:00 Introduction00:31 Rob Foss's career journey01:06 Insights from internal audit02:54 Transitioning to operations management03:07 Building power plants05:02 Working with Shell06:28 Helping private equity firms10:00 Common challenges in turnarounds12:02 Leadership changes during crises14:03 Embedding in organizations16:09 Assessing the situation19:09 Engaging with employees21:03 Leadership principles23:35 Managing turnover25:37 Strategy vs. execution issues27:57 Successful turnaround case study32:45 Finance as an enabler39:20 Managing lender relationships41:59 Refinancing options43:10 Blending CFO and COO roles45:24 Applicability to other industries What's your biggest challenge with business turnarounds? Drop it in the comments! Subscribe for weekly insights on finance and entrepreneurship! #BusinessTurnaround #Finance #Entrepreneurship

  4. Jul 3

    Ep 17: KayLynn Dalebout: Building a Remote Accounting Practice with Global Reach

    Unlock the secrets of remote accounting and investment advisory with Caitlin from Clockwork Accounting! In this episode, we dive into how Caitlin built a successful virtual accounting firm, offering unique insights into client service and financial literacy. Key takeaways: Discover the benefits of a virtual accounting practice. Learn how Caitlin combines accounting with investment advisory. Understand the importance of financial literacy for entrepreneurs. Hear about Caitlin's impactful community work in Belize. Timestamps:00:00 Introduction00:27 Caitlin's journey to starting Clockwork Accounting02:10 The unique combination of accounting and investment advisory04:39 The growth strategy behind Clockwork Accounting06:58 Working with international clients09:07 The importance of proactive financial education12:26 Common challenges faced by clients14:32 Red flags in accounting practices16:52 The role of emotional management in investing19:14 The impact of financial literacy on youth24:54 Caitlin's community initiatives in Belize35:43 How to connect with Caitlin and Clockwork Accounting

  5. Jun 26

    Ep 16: Jeff Mard: Cultivating Brands, Maintaining Trust, Pursuing Growth

    In this episode of the Move Beyond Accounting Podcast, we dive into entrepreneurship with Jeff Mard, founder and CEO of Channel M. Discover how Jeff's diverse experiences in marketing and business have shaped his approach to connecting brands and driving growth. Key takeaways: Jeff shares his journey from sports marketing to entrepreneurship. Learn about the importance of building strong brand partnerships. Insights on the evolving landscape of marketing, including the rise of TikTok and the creator economy. Strategies for effective B2B and B2C marketing in today's digital world. Timestamps:00:00 Introduction00:31 Jeff Mard's background01:10 The importance of learning in entrepreneurship02:24 Transitioning from sports marketing to digital03:09 The impact of AI and social media on marketing08:53 Marketing strategies in the creator economy13:04 The significance of strong branding19:21 TikTok shop and its influence on sales24:05 LinkedIn marketing strategies30:03 Trends in the pet industry36:25 Common marketing mistakes40:40 How to evaluate marketing professionals

  6. Jun 17

    Ep 15: Eric Brunner Exploring Real Estate Tax Strategies for the U.S and Canada

    Unlock the secrets of real estate investing with tax expert Eric Bruner! In this episode of the MBA podcast, we dive deep into tax strategies for real estate professionals, covering everything from LLC structures to 1031 exchanges. Whether you're a seasoned investor or just starting out, this conversation is packed with valuable insights to help you maximize your returns and minimize your tax liabilities. Key takeaways: Understanding the benefits of LLCs for real estate investments How to leverage 1031 exchanges to defer taxes The importance of depreciation and cost segregation studies Active vs. passive income in real estate Tips for short-term rental investors Timestamps: 00:00 Introduction 00:30 Meet Eric Bruner 01:15 Eric's journey in real estate and tax 03:00 Benefits of LLCs in real estate 05:00 1031 exchanges explained 10:00 Depreciation strategies 15:00 Active vs. passive income 20:00 Short-term rental insights 25:00 Common tax pitfalls 30:00 Conclusion

  7. Jun 2

    Ep 14: Grant Daunheimer of Diamond Willow: Expanding Financing Options for the Canadian Mid-Market

    Discover how to navigate financing challenges and capitalize on growth opportunities in the Canadian business landscape with Grant Daunheimer from Diamond Willow.Key takeaways:* Understand the unique challenges faced by mid-market companies in Canada.* Learn about the importance of risk appetite and cultural differences in business.* Explore the role of private credit in supporting growth and acquisitions.* Gain insights into the capital markets landscape and how to leverage it effectively.Timestamps:00:00 Introduction00:27 Grant's background and Diamond Willow's mission02:58 Defining the mid-market in Canada04:09 Challenges faced by mid-market companies05:37 Risk appetite in Canada vs. the US07:10 Overview of capital markets for mid-sized businesses12:10 Borrower profiles and uses of capital15:18 Triggers for seeking financing18:15 The role of private capital21:57 Supporting businesses through their growth journey25:32 The importance of a strong support network30:24 The Gas Club and its mission

  8. May 30

    Ep 13: Keith McNamee: Scaling a Consumer Product Company into a Global Brand

    In this episode of the Move Beyond Accounting Podcast, we dive deep with Keith McNamee, a serial entrepreneur and principal at Access Business Advisory. Keith shares his inspiring journey of transforming a small company into a global brand, the challenges of managing growth, and the importance of financial intelligence in business success. Key takeaways: * The pivotal role of innovation in business growth * Strategies for effective supply chain management * Insights on navigating the complexities of international markets * The impact of AI on the future of accounting and finance Timestamps: 00:00 Introduction 00:29 Meet Keith McNamee 01:26 Keith's journey in accounting 02:50 The growth story of Vionic 04:55 Understanding the product and market 06:46 Managing production and supply chain 09:10 Sales strategies and partnerships 10:36 The role of television in marketing 12:01 Financing and investment strategies 14:45 Key milestones in growth 19:02 Exit strategies and selling the business 20:06 The importance of accounting systems 25:20 Challenges of global operations 30:55 Preparing for a successful sale 32:15 Current ventures and advisory services

See All (20)

About

In this podcast series we talk with financial professionals and entrepreneurs that have successfully discovered how to move beyond accounting for the numbers to add real value.

Information