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Edgewater CPA Group
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The Owner's Odyssey
Matt Roop | Always Raise Your Hand: How Saying Yes Shaped a Financial Advisor's Path
Send us a textWhat do autopsy assistants, nuclear medicine, and successful financial planning have in common? For Matt Roop, Partner at Deerfield Financial Advisors, they're all stepping stones on an extraordinary career journey guided by a simple principle: "always raise your hand" for new opportunities.Matt's path to financial planning began nowhere near the industry. With a degree in nuclear medicine technology, he found himself working as an autopsy assistant during a period of career exploration – a position that led to meeting his wife "over a dead body" as they joke. When the opportunity to...
2025-05-06
1h 08
The Owner's Odyssey
Cyber Steve Schulenberg | The Theatrical Tech Guy: How Personality Shapes Business Success
Send us a textEver wonder what happens when a theatrical Navy veteran with a rebellious streak becomes an IT entrepreneur? Meet Steve Schulenberg, the self-proclaimed "Cyber Cowboy," who's breaking every stereotype about tech professionals while building a thriving cybersecurity business.Steve's journey began over 14 years ago when, sitting at his local bar contemplating his future, a bartender suggested he simply call his business "Just Call Steve" – and JCS Technologies was born. From those humble beginnings, Steve has crafted a unique approach to IT services that blends technical expertise with genuine human connection.Wh...
2025-04-15
56 min
Executive Evolution
Why Developing People Strengthens Your Business with Brook Gratia
“A good leader is someone who is helping others become the best of themselves.” In this episode, Craig Anderson sits down with Brook Gratia, President of Edgewater CPA Group, to explore the realities of leadership, scaling a business, and the challenges of integrating new teams. Brook shares her journey from launching her firm to leading a team of 20, reflecting on key leadership lessons—like hiring the right people, adapting to team dynamics, and navigating the emotional complexities of leadership. She opens up about the difficulties of merging company cultures, setting clear expectations, and balancing the demands...
2025-03-27
33 min
The Owner's Odyssey
"The Road Less Stupid" by Keith Cunningham : An Owner's Odyssey Book Review
Send us a textUnlock the secrets of strategic thinking and transform your entrepreneurial journey with our latest episode of the Owner's Odyssey. Drawing inspiration from Keith Cunningham's "The Road Less Stupid," we promise to guide you on fostering clarity and innovation amidst the chaos of business ownership. We'll share personal stories and insights that illuminate the power of asking the right questions to drive both personal and professional growth. Imagine creating a dedicated space for uninterrupted thinking, where you can reflect and strategize like never before. That's exactly what we explore as we discuss t...
2024-12-31
23 min
The Owner's Odyssey
Angela Parker's Road to Mission-Driven Success
Send us a textWhat if you could transform your personal values into a thriving business that makes a genuine social impact? Angela Parker, co-founder of Realized Worth, joins us to share her inspiring entrepreneurial story. From starting in a small church environment to partnering with corporate giants like Microsoft, Angela's journey is a testament to the power of aligning passion with purpose. Through her experiences, Angela highlights the importance of creating a culture that prioritizes social good, and she reveals the pivotal moments and decisions that shaped her path, offering invaluable insights for aspiring entrepreneurs.
2024-12-17
59 min
The Owner's Odyssey
Headspace: Leadership, Self-Care, and Balancing Life's Challenges with Brook Gratia, Paul McCoy and Zach Jones
Send us a textEver feel like you're constantly juggling challenges without a positive mindset to ground you? Join us, Zach Jones and Brook Gratia, as we share how transforming our headspace with positive content and meditative practices like binaural beats has helped us tackle obstacles with resilience. We share personal anecdotes and offer practical tips to maintain an optimistic attitude, crucial for effective leadership and personal growth. By tuning into motivational podcasts, audiobooks, and inspirational social media snippets, discover how you can shift your perspective and approach challenges with renewed energy.We also open...
2024-12-03
28 min
The Owner's Odyssey
The Voyage of Business Growth and New Horizons in Coaching With Starla West
Send us a textWhen Starla West swapped the security of her consulting job for the roller-coaster ride of entrepreneurship amidst the 2008 economic crash, she wasn't just chasing a dream—she was leaping into a new reality. Our latest episode zeros in on Starla's unguarded revelations about the lessons learned through her coaching business's evolution. From trusting her gut over traditional business plans to nurturing invaluable relationships with an advisory board, Starla's narrative brims with the tenacity and wisdom only found on the front lines of self-made success.Scaling a business isn't for the faint of...
2024-07-09
1h 21
The Owner's Odyssey
The Resilient Journey to Create a Support Empire with Aimee Kandrac
Send us a textWhen the going gets tough, they say, the tough get going. Amy Kandrac embodies this adage, turning a deeply personal challenge into 'What Friends Do', a robust support network born from the chaos of a health crisis. Join us as Amy takes us through her entrepreneurial odyssey, from the platform's early days before smartphone ubiquity to its transformation into a sustainable modern business model. Her journey is a heartfelt testament to the resilience required in the startup world, especially within the software industry in the Midwest. As she shares the hurdles of growth...
2024-06-25
1h 20
The Owner's Odyssey
Crafting Identity Through the Sounds of Success with Zach Jones
Send us a textEmbarking on a quest for entrepreneurial wisdom and personal transformation, we traverse the highs and lows of business growth and self-discovery with Zach Jones. The narrative weaves a tapestry of creative ambition and leadership evolution, transitioning from corporate structure to the rhythm of hip-hop production and back again. Our candid discussion sheds light on mentorship's profound influence, the art of conflict resolution, and the power of embracing one's weaknesses to uncover new strengths.Within this episode's harmonious blend of personal anecdotes and professional insights, Zach reveals his personal rollercoaster ride—from ma...
2024-06-11
1h 17
The Owner's Odyssey
The Gear Shift from Engineering to Entrepreneurship with Paul McCoy
Send us a textWhen the curiosity of a young farm tinkerer merges with the tenacity of a Formula One aspirant, you get Paul McCoy's enthralling saga of passion driving a career from mechanical engineering to global entrepreneurship. In our latest episode, Paul regales us with stories from his varied career, from the adrenaline release of rugby, to leading teams in Rolls Royce's engineering department, to the cultural shocks and delights of working abroad. His musings on strategic career moves—renting out his house, quitting a steady job, and embracing international opportunities—showcase a man who's not just...
2024-05-28
1h 16
The Owner's Odyssey
An Entrepreneur's Odyssey: Family Ties, Career Shifts, and Finding Balance with Brook Gratia
Send us a textEmbark with us on an Owner's Odyssey, where the entrepreneurial journey is as diverse as those who walk it. Ever pondered how the fabric of family shapes your business aspirations? Our latest episode peels back the layers of influence and ambition, as our guest narrates their shift from KPMG accountant to nonprofit CFO in Africa, culminating in the courageous launch of their very own accounting firm.Our conversation with our guest doesn't shy away from the emotional rollercoaster of starting a business – from the initial trepidation to the thrill of scaling ne...
2024-05-14
1h 08
Big Hitters with Larry Weidel
Episode #649 - Taking Control Of Your Career with Sharon Lechter, Co-Founder and CEO at Pay Your Family First
In this episode of the Million Dollar Mastermind podcast, Host Larry Weidel is joined by Sharon Lechter, Co-Founder and CEO at Pay Your Family First. In their discussion, Sharon shares her experience as one of the few women in her accounting classes, and sheds light on the challenges and triumphs of breaking gender barriers in the accounting industry. She explains the importance of being in control of her career progression, the significance of financial education, and the power of income-producing assets.Sharon is an acclaimed author of several books, including “Rich Dad Poor Dad.” She is an active member of s...
2023-06-12
16 min
Big Hitters with Larry Weidel
Episode #649 - Taking Control Of Your Career with Sharon Lechter, Co-Founder and CEO at Pay Your Family First
In this episode of the Million Dollar Mastermind podcast, Host Larry Weidel is joined by Sharon Lechter, Co-Founder and CEO at Pay Your Family First. In their discussion, Sharon shares her experience as one of the few women in her accounting classes, and sheds light on the challenges and triumphs of breaking gender barriers in the accounting industry. She explains the importance of being in control of her career progression, the significance of financial education, and the power of income-producing assets.Sharon is an acclaimed author of several books, including “Rich Dad Poor Dad.” She is an active member of s...
2023-06-12
16 min
Town Hall Academy
THA 147: Overcoming Debt
The Panel: Kim Walker from Shop Marketing Pros is a social media expert. Kim’s experience includes a school counselor and teacher. Her husband Brian, started his own shop while he was a Mercedes technician in North Carolina. Then asked Kim to leave her school job and join his service business. Then for specific reasons left to go back home to Louisiana. It was almost destiny that they engaged with Shop Marketing Pros. As a former shop owner, Kim’s advice and expertise on social media is perfectly matched because she’s been there and done that. She is...
2019-11-28
00 min