Upleveling

Joy Lutz, CPA, CTP
  • 5.0 (6)
  • ENTREPRENEURSHIP

Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business. 

  1. 4D AGO

    Why Community & Mastermind Groups Accelerate Growth

    Business ownership can feel lonely, even when things are going well. In this episode, we talk about the power of community and why being part of a mastermind group can bring clarity, accountability, support, and fresh perspective. If you have been feeling stuck or like you are carrying too much on your own, this is your reminder that real growth happens when you surround yourself with the right people.

    21 min

  2. JAN 27

    Mindset Shifts You Need to Make Before Growing

    In this episode of Upleveling, Joy sits down with wisdom-led mindset coach Vicki Baird for a powerful conversation on what it truly takes to uplevel, starting from within. They explore the growing pains of leadership, reframing failure, letting go of perfectionism, and building self-trust as your business grows. This episode is a must-listen for ambitious business owners who want to grow sustainably without losing alignment, contentment, or themselves along the way.

    51 min

  3. JAN 13

    Your Business Needs an Operating System. Period.

    At the start of a new year, Joy shares how structure, not more effort, is often the key to real business growth. In this episode, she breaks down how Aligned CPA uses EOS, the Entrepreneurial Operating System, to create clarity, focus, and accountability through vision, quarterly priorities, and scorecards. If you are feeling busy, overwhelmed, or stuck despite working hard, this episode will help you understand how the right operating system can help your business scale without chaos.

    21 min

  4. 12/30/2025

    The B******t We're Not Taking into 2026

    In this episode, we’re calling out the bullsh*t we’re not taking into 2026. From winging our days and doing everything ourselves to tolerating bad clients, weak leadership, and unclear goals. This isn’t about New Year’s resolutions; it’s about raising standards, leading with intention, and making disciplined decisions that actually move the business forward. If you’re ready to stop playing small and start upleveling for real, this episode is for you.

    16 min

  5. 12/16/2025

    The Step Between Problems and Goals

    Before you set bigger goals, you need to ask one important question: did last year actually work? In this episode, we explore why reflection is the missing link between recurring business problems and meaningful growth—and how answering three simple questions can bring clarity, alignment, and smarter decisions for the year ahead.

    12 min

  6. 12/02/2025

    Goal Planning vs. Issues-Based Planning

    At the end of every year, business owners rush to set new goals — bigger revenue, better margins, more time back. But most small businesses don’t have a goal problem… they have an issues problem. In this episode, we break down why traditional goal-setting often fails and why issues-based planning is a far more powerful approach for growing businesses. You’ll learn the real difference between goals, issues, and projects, how to uncover the root causes holding your business back, and a simple 90-day framework to finally create momentum. If you’ve ever set goals that went nowhere, this episode will show you what to focus on instead — and how to build a business that can actually support your big vision.

    19 min

  7. 11/18/2025

    From $1M to $2M: How to Double Without Losing Your Mind

    Scaling from $1M to $2M requires a total shift in how you lead, manage your time, and run your business. In this episode, we break down the key changes every CEO must make—from tightening focus and building systems to upleveling leadership and mastering sales. If you’re ready to grow without losing your mind (or your profit), this episode gives you the roadmap.

    20 min

  8. 10/28/2025

    Stop Treating Taxes Like a Surprise

    Taxes shouldn’t blindside you every April—and if they do, it’s time to fix the process. In this episode of Upleveling, we dive into the mindset shifts and simple strategies that will help you avoid tax surprises, protect your cash flow, and make confident financial decisions year-round. From building a tax-saving cadence to why $0 tax bills might actually be hurting your long-term goals, this episode is a must-listen for growth-minded business owners.

    20 min
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About

Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business. 

Information

  • Creator
    Joy Lutz, CPA, CTP
  • Years Active
    2025 - 2026
  • Episodes
    28
  • Rating
    Explicit
  • Copyright
    © 2026 Upleveling
  • Show Website
    Upleveling