CEO Numbers Network with Danielle Hayden

Kickstart Accounting, Inc.
  • 4.8 (33)
  • Entrepreneurship
  • Updated Weekly

Making money and understanding your finances are two very different things. CEO Numbers Network is here to close that gap. Hosted by Danielle Hayden, former corporate CFO and CEO of Kickstart Accounting, Inc., every episode breaks down the financial strategy that most business owners never had access to. Profit, cash flow, real decision-making. The kind of thinking that actually moves a business forward.

  1. 1d ago

    7 Tax Moves Your CPA Can't Make for You in Q4

    An accurate tax return reports on a year you can no longer change. The tax moves you can still act on happen this quarter, and every one of them is a CEO decision. In part 1 of my Q4 tax planning series for small business owners, I break down tax filing vs. tax planning and the four roles on a business money team: bookkeeper, tax accountant, CFO, and CEO. My year-end tax checklist covers W-9 collection under the new $2,000 1099 reporting threshold, the IRS contractor vs. employee test, S corp health insurance on your W-2, HSA contributions, and retirement plans including the Solo 401(k), SEP IRA, SIMPLE IRA, and defined benefit plan. Deduction rules include the IRS ordinary and necessary test for business expenses, mileage vs. actual vehicle expenses, the home office deduction, and 100% bonus depreciation under the One Big Beautiful Bill Act. Part 2 tackles putting your kids on payroll, avoiding a surprise tax bill, and the structural decision that can be your biggest financial move of the year. In this episode of CEO Numbers Network, I apply the boardroom accountability standard from my corporate CFO career to small business tax strategy. You will learn how to separate a legitimate business deduction from chasing write-offs. If you have ever left every tax call to your CPA, this episode shows you which ones belong to you. 👉 Discover how our Tax services can help you plan your year-end tax moves with your cash flow in mind: here https://ksataxpartners.com/    Key Takeaways 0:00 Intro to Proactive Tax Planning 1:45 The CEO's Role in Tax Strategy 2:55 Building Your Money Team 6:31 CEO Financial Review Rhythm 9:47 Understanding Ordinary and Necessary Expenses 12:36 Q4 Strategy and Compliance 15:49 Health Insurance and Retirement Contributions 19:53 Vehicle, Home Office and Equipment   Resources 📈 Book a strategy call with Danielle's team at Kickstart: here 👉 Check your books here 👉 Visit the Kickstart website 👉 Follow us on Instagram   Listen next 👉 The 2027 Budget Reset, Part 1 of 3: Start With the Right Mindset 👉 The 2027 Budget Reset, Part 2 of 3: Start With Your Pay

  2. Oct 20

    The 2027 Budget Reset, Part 3: The 5 Habits That Move You Into CEO Stage

    You built a budget at the start of the year. A few months later, it was sitting in a folder nobody opened. That's a habit problem, and habits can be built. In this episode of CEO Numbers Network, I close out my three-part 2027 budget reset series with the five habits that turn a small business budget from a one-time spreadsheet into a system you use all year. I walk through the budgeting habits our team uses with clients: a monthly budget review that compares your plan to actual results, remembering the goals behind your budget, checking your financials before you commit to spending, building a contingency fund from a set percentage of revenue, and bringing your team into the budget. I also share a client story where a live reforecast let our team confirm within days that she could afford a large conference, plus the 48-hour rule I follow before any new business spending. The result is a budget you can rely on for spending decisions throughout 2027. You will learn how to catch a revenue shortfall before it turns into a crisis, and how to tell whether you can afford a new investment mid-year. If you have ever built a budget and stopped looking at it a few months in, this episode gives you the habits to keep it working through year-end.   👉 Discover how our CFO services can keep your 2027 budget on track all year: here   Key Takeaways: 0:00 Intro to Budgeting Habits 1:57 Reviewing Your Budget Monthly 3:10 Remembering Your Original Goals 4:06 Checking Finances Before Spending 5:06 Building a Contingency Fund 5:36 Involving Your Team 6:38 Recap and Conclusion   Resources 📈 Book a strategy call with Danielle's team at Kickstart: here    👉 Check your books here  👉 Visit the Kickstart website 👉 Follow us on Instagram   Listen next: 👉 The 2027 Budget Reset, Part 1 of 3: Start With the Right Mindset 👉 The 2027 Budget Reset, Part 2 of 3: Start With Your Pay

  3. Oct 13

    The 2027 Budget Reset, Part 2 of 3: Start With Your Pay

    A copied template or aspirational numbers can sink a business budget by February. This one starts with your own pay and your own history. In part two of my 2027 Budget Reset series on CEO Numbers Network, I walk through year-end budget planning for small business owners and why a CEO budgets to invest while an owner in survival mode budgets to avoid running out of money. I start with owner's pay and three personal numbers to set first: what you want to pay yourself, what you need to feel secure, and what would make you feel free. Then I show how to define your business season from past growth and create a spending plan from your monthly profit and loss statement for the last 12 months. You'll leave with clear action steps and a budget template for 2027. You will learn how to set realistic revenue growth goals and decide what your spending plan should fund or trim to protect profit margin. If you have ever set a budget and stopped using it, this episode gives you a plan built around your goals.   👉 Discover how our CFO services can help you build a 2027 budget around your goals: here   Key Takeaways 0:00 Introduction to Business Budgeting 1:34 Defining Your Personal Numbers 3:50 Assessing Your Business Season 4:47 Building Your Spending Plan 7:27 Action Steps and Resources   Resources 📈 Book a strategy call with Danielle's team at Kickstart: here    👉 Check your books here  👉 Visit the Kickstart website 👉 Follow us on Instagram   Listen next 👉 The 2027 Budget Reset, Part 1 of 3: Start With the Right Mindset 👉 The 3-Part IRS Test for Every Contractor on Your Team

  4. Oct 6

    The 2027 Budget Reset, Part 1 of 3: Start With the Right Mindset

    Every budget I've seen fail over the last 11 years failed for the same reason. It was built like a diet, and a diet only lasts so long. In part one of this three-part small business budgeting series, I cover the budget mindset reset that comes before annual budget planning. I explain why restrictive budgets built around cutting expenses fall apart, and how cutting software, contractors, and support shifts work back onto the CEO and raises the risk of burnout. I share a client case study where a year of flat revenue traced back to underspending on advertising, marketing campaigns, conferences, and PR, and how a growth-focused budget brought momentum back within a few months. I also introduce the goal-oriented budget approach our team uses with clients, including how to set business goals for the year ahead, why owner pay belongs in the budget, and the question that separates reactive spending from strategic spending. Listen to this episode of CEO Numbers Network before you touch next year's numbers. Then pull your last 12 months of financials and note which growth areas have gone without investment. That list is your starting point for part two. 👉 Discover how our CFO services can help you build your 2027 budget: here   Key Takeaways 0:00 Why traditional budgets fail 2:35 Case study on underspending 4:44 Aligning your budget with goals 5:34 Shifting to a CEO mindset   Resources 📈 Book a strategy call with Danielle's team at Kickstart: here    👉 Check your books here  👉 Visit the Kickstart website 👉 Follow us on Instagram   Listen next 👉 Why Your Contractor's W-9 Can't Wait Until January 👉 The 3-Part IRS Test for Every Contractor on Your Team

  5. Sep 29

    The 3-Part IRS Test for Every Contractor on Your Team

    A signed contractor agreement only protects you if the way you work with that person matches it. The IRS has a clear test for this, and it's better to run it now than to find out during an audit. In this episode of CEO Numbers Network, I walk through the IRS three-part test for deciding whether someone on your team is a contractor or an employee. The three factors are behavioral control, financial control, and the working relationship. Getting the classification wrong can mean back payroll taxes and back benefits, plus penalties and interest. Since we're heading into the fourth quarter, this is also the time to plan for moving team members onto payroll as of January 1. You will learn how to test each working relationship against the three factors and how payroll taxes change for you and your team when a contractor moves onto payroll. If you have ever wondered whether someone on your team should be a contractor or an employee, this episode gives you a clear way to decide before year-end.   👉 Discover how our bookkeeping services can help you make team decisions with confidence: here   Key Takeaways 0:00 Intro 2:21 The Three-Part IRS Test 4:31 The Auditor Test and Next Steps 7:35 Tax Impacts and Payroll Changes 9:02 Recap and Final Advice    Resources 📈 Book a strategy call with Danielle's team at Kickstart: here    👉 Check your books here  👉 Visit the Kickstart website 👉 Follow us on Instagram   Listen next 👉 Why Your Contractor's W-9 Can't Wait Until January 👉 3 Questions That Separate a CEO From a Business Owner

  6. Sep 22

    Why Your Contractor's W-9 Can't Wait Until January

    Waiting until tax season to think about contractor paperwork is exactly what makes it so stressful. Every January, my team fields the same kind of call: a business owner needs a contractor's Social Security number, and that contractor already stopped answering. Find out what changed with 1099 reporting for 2026, including the new dollar threshold that determines when a contractor needs one. I break down what actually counts as a contractor for tax purposes, what a W-9 collects, and why the timing of gathering it matters more than most business owners realize. By the end, you'll know exactly what to check and request now, well before the January deadline. This is one of the few tasks where being early costs you nothing and being late costs you real money.   👉 Discover how our tax team can help you get ahead of IRS deadlines: ksataxpartners.com    Key Takeaways 00:00 The January 1099 Scramble 00:43 Contractors and 1099 Series 02:26 New 2026 Contractor Threshold 03:09 What a W9 Collects 04:52 When to Request a W9 06:21 Building Your 1099 List    Resources 📈 Book a strategy call with Danielle's team at Kickstart: here    👉 Check your books here  👉 Visit the Kickstart website 👉 Follow us on Instagram   Listen Next 👉 The 30-Day Burnout Diagnosis Every CEO Needs to Run 👉 3 Questions That Separate a CEO From a Business Owner

  7. Sep 15

    3 Questions That Separate a CEO From a Business Owner

    Revenue and team size get the attention, but neither tells you if you're running your business like a CEO. It comes down to three specific numbers, and whether you know them without guessing. In this episode of CEO Numbers Network, I get into three questions I ask every CEO about her own numbers: her year to date profit and profit percentage, what her business owns compared to what it owes, and whether her cash reserves are enough. I also cover three bookkeeping errors our team sees during onboarding that throw off each answer: draws coded as payroll or duplicated revenue, old loans still sitting on the balance sheet years after they were paid off, and point of sale systems that double record a sale with QuickBooks. I explain why a clean QuickBooks dashboard or a quick AI summary can't replace an actual review of your books. You will learn to recognize the errors that distort your numbers, and how to make decisions from data instead of a gut feeling. If you've ever felt confident about your numbers until someone asked a specific question, this episode shows you where that confidence was coming from.   👉 Find out if your books are accurate here.   Key Takeaways 0:00 Introduction to the CEO Test 1:25 Question One: Year-to-Date Profit 3:02 Question Two: Assets Versus Liabilities 4:31 Question Three: Cash Reserves 7:11 The Dangers of AI and Misleading Data 8:47 How to Get Accurate Books   Resources 📈 Book a strategy call with Danielle's team at Kickstart: here    👉 Check your books here  👉 Visit the Kickstart website 👉 Follow us on Instagram   Listen Next 👉 The 30-Day Burnout Diagnosis Every CEO Needs to Run  👉 How to Know If You Can Afford to Hire Your First Employee

  8. Sep 8

    The 30-Day Burnout Diagnosis Every CEO Needs to Run

    A team member once asked me how we help clients who show up to their financial review calls completely burnt out. My answer surprised even me, and it led to a 30-day exercise I now recommend to every business owner I work with. In this episode of CEO Numbers Network, I talk about why burnout gets misdiagnosed so often in business ownership, and I walk through a real client example of growth mode colliding with family obligations. I also push back on trending labels like burnout and soft girl era, and I share five specific strategies for reframing pressure into something you actually have control over, starting with a 30-day energy audit. You will learn how to tell the difference between real exhaustion and simply being in a demanding season of your business, how to delegate what was never yours to carry in the first place, and how to make decisions from intention instead of guilt. If you have ever labeled yourself as burnt out without actually checking what was going on underneath it, this episode will give you a clearer way to look at it.   👉 Discover how our CFO services can help you build a plan around the season you're actually in: here.   Key Takeaways 00:47 Burnout Isn't a Badge 10:14 Step 1: Run Your Energy Audit 11:00 Step 2: Delegate What Isn't Yours 11:54 Step 3: Build a Real Budget 12:24 Step 4: Do the Mindset Work 13:00 Step 5: Act Like the CEO   Resources 📈 Book a strategy call with Danielle's team at Kickstart: here    👉 Check your books here  👉 Visit the Kickstart website 👉 Follow us on Instagram   Listen Next 👉 How to Know If You Can Afford to Hire Your First Employee 👉 The 4 Step CEO Reset Method for a Stronger Fourth Quarter

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About

Making money and understanding your finances are two very different things. CEO Numbers Network is here to close that gap. Hosted by Danielle Hayden, former corporate CFO and CEO of Kickstart Accounting, Inc., every episode breaks down the financial strategy that most business owners never had access to. Profit, cash flow, real decision-making. The kind of thinking that actually moves a business forward.

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