Brooke Lively: Running a Business by the Numbers and Fractional CFO Services

The Business Owner's Journey

Full Episode Page : Brooke Lively: Running a Business by the Numbers and Fractional CFO Services

Episode Summary: In this episode, Brooke Lively, founder and CFO of CathCap, joins Nick Berry to share her journey of rebuilding after losing 94% of her revenue by firing her largest client. She delves into her six key numbers methodology, which helps business owners manage and grow their businesses strategically. Brooke discusses how the Entrepreneurial Operating System (EOS) can accelerate business growth and explains her Rule of Thirds approach for managing finances. Listeners will gain actionable insights into overcoming financial struggles, aligning values with business goals, and leveraging metrics for sustainable growth.

Takeaways:

  • How to recover after losing a major client and rebuild stronger.
  • The Rule of Thirds method for managing small business finances.
  • Six essential numbers for tracking and scaling business growth.
  • Using EOS to turn business challenges into growth opportunities.

Links:

  • Brooke Lively Official Website
  • CathCap's Official Website
  • Brooke Lively on LinkedIn
  • CathCap on LinkedIn
  • Brooke's Book: From Panic to Profit


Chapters

00:00 Firing a Major Client
05:26 Growing a Fractional CFO Business
10:12 Learning to Sell Fractional CFO Services
18:13 Running a Business by the Numbers
22:04 Delegation
26:06 The Six Key Numbers in Business
33:50 EOS Driving Small Business Growth

If you're here for the Aha's! and you want to get a jumpstart - I have something perfect for you.
It's my list of my 20 Top Aha! Moments from The Business Owner's Journey guests.
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The Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators to share their personal stories, challenges, leadership, and strategies from their own journeys as business owners.

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🟢 tBOJ is hosted by Nick Berry and produced by Nick Berry, Kelly Berry & FCG.
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