Shows
Cultivating Business GrowthThe Evolution & Future of Willow Virtual CFOIn this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we're addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity and confidence. Key Topics: What led to the rebrand and why it matters How the advisory landscape is shifting for small businesses Launching the Willow Cultivator: a financial health check for business owners Staying grounded...
2025-06-3027 minCultivating Business GrowthHow to Prepare Your Business for a Stress-Free Tax SeasonTax season is a time of high stress for many business owners. The fear of the unknown, looming deadlines, and last-minute scrambling often create unnecessary anxiety. However, with proper tax planning and organization, you can significantly reduce the stress associated with this time of year. In episode #157 of the Cultivating Business Growthpodcast, host Megan Spicer is joined by Katina Peters, Partner, CPA, and CFO at PJS & Co. CPAs, to discuss how business owners can prepare for tax season efficiently and proactively.
2025-02-1027 minCultivating Business GrowthThe Importance of Customer Experience in Business GrowthWelcome to Episode #154 of the Cultivating Business Growth Podcast, brought to you by PJS & Co. CPAs! In this episode, host Megan Spicer teams up with Kim Nixon, Director of Operations, to explore how prioritizing customer experience can become a pivotal driver for business growth. Together, they discuss the differences between customer service and customer experience, share strategies to improve client relationships, and highlight the measurable benefits of focusing on this often-overlooked area. If you're looking for actionable advice on transforming your client relationships into a powerful growth engine, this episode is for you!
2024-12-0227 minCultivating Business GrowthBudgeting for Business Growth - How to Plan and ExecuteIn episode #152, Jaime Staley helps us tackle the question: how do we plan and execute a budget for business growth? Considering that the financials are a lifeline for a company, this topic is an important starting point for any business at any stage of its life. If this is your first time taking on a budget for your business and you aren't sure where to start, we can help. PJS & Co. CPAs are offering a new service to help you create a monthly budget for 2025 and set you up for success. Visit our homepage, pjscpas.com, to learn more...
2024-11-0526 minCultivating Business GrowthThe Role of a CFO in Business GrowthWelcome to episode #148. Today, Partners and VCFOs of PJS & Co. CPAs Jaime Staley and Katina Peters uncover the question, "How can I grow my business?" and how a skilled CFO can be the key to unlocking sustainable growth, steering the financial strategy, and ensuring your business survives and thrives in a competitive market.
2024-09-0945 minCultivating Business GrowthHelping Business Owners Be Financially Fearless with Dr. Barb Provost and Maggie NielsenJaime Staley, partner and CFO at PJS & Co. CPAs, Dr. Barb Provost, Founder of Purse Strings LLC, and Maggie Nielsen talk about how to help business owners overcome financial fears in this episode. Barb and Maggie have joined forces to support and empower women to take control of their financial future and make informed choices about managing their money.
2024-08-2639 minCultivating Business GrowthThe Benefits of Hiring an Operations ManagerIn episode #145, Kim Nixon, Director of Operations at PJS & Co. CPAs talks about why hiring an Operations Manager is important. There are many benefits of filling the operations manager role. In the next two episodes, we will talk about the advantages of hiring a professional. We will also show examples of their work and talk about when you might need to hire one. Additionally, we will give tips on how to find the right person for the job.
2024-07-2924 min
The Modern CPA Success ShowAdding Virtual CFO Services to Your Firm with Katina Peters“When moving to offering virtual CFO services, there was a mindset shift that really helped us recognize our own value. Now we're at the place where we have a definition, structure, and the ability to align ourselves with potential clients and their needs.” - Katina PetersThe finer details of this episode:Conveying value and building trust in sales conversationsExploring niche marketsDefining and improving processes when adding virtual CFO services to your firm Episode resources:Summit CPA website – www.summitcpa.netFor questions or if you would like to be a guest on the s...
2023-05-0146 minCultivating Business GrowthDeveloping a Culture That Nurtures AccountabilityThe actions and conversations needed to establish accountability in a workplace and organization can be difficult. Partner of PJS & Co. CPAs and vCFO, Jaime Staley along with Host Megan Spicer discuss developing a culture that nurtures accountability in your organization. They talk about how it looks when you are lacking accountability, how to identify it and ways to encourage accountability in your organization.
2022-11-0727 minCultivating Business GrowthBuilding Your Business Without Sacrificing FamilyWe are excited to welcome Jeana Goosmann to the show! She is the Founder, CEO, and Managing Partner of the Goosmann Law Firm with four office locations in Iowa, South Dakota, and Nebraska. In 2021, Jeana won the Enterprising Women of the Year Award for her leadership of the largest Women Owned Law Firm in the Midwest. She is the author of the 2019 Amazon Bestseller Worth It: Business Leaders Ready Execute Deliver and a contributing author to the recently released 2022 Amazon Bestseller, The Science of Getting Rich for Women which aims to create a global economic rise for women around...
2022-10-2427 minCultivating Business GrowthFinding Balance In BusinessJoin podcast host Megan Spicer and PJS & Co. CPAs Partner, Katina Peters, as they speak with podcaster and #1 Best Selling Author, spiritual seeker and serial entrepreneur Sam Kabert. Sam brings years of soul seeking experience and expertise and a new perspective when talking about the key to personal fulfillment and finding balance in your life as a business owner. Sam has had the opportunity to operate in the remote work realm and build relationships with other wonderful people in similar industries.
2022-08-2935 minCultivating Business GrowthMacro & Micro Cash Flow AnalysisCash flow is important because it predicts surpluses and shortages, and allows for properly planning for your business. There is a difference between macro and micro cash flow, and we are speaking today to Katina Peters, Partner, CPA and vCFO with PJS & Co CPAs, who can help us understand and provide her insights on the topic. We have a cash flow series available with some basics and a deeper dive into cash flow topics if you'd like to explore the topic of cash flow further.
2022-05-2325 minCultivating Business GrowthWhere is All of Your Money Going? Dental Practice Cash Flow ProjectionsDentists make a lucrative living and many just assume that they are doing well, but it's worth looking at your business as a whole to understand where all of that revenue is actually going. Jaime Staley, Partner, vCFO and CPA here at PJS & Co. CPAs, specializes in working with dental practice owners, and uses her extensive experience to help us better understand dental practice accounting and, more specifically, take a look at dental practice cash flow projections to understand where all your money is going.
2022-04-1127 minCultivating Business GrowthWhat is a Rock? The Importance of Goals for Your Leadership TeamIn today's episode, we are discussing the importance of goal setting for your leadership team and offering you some insights and tools to help you set and achieve those goals. We are highlighting successes from within our own firm and changes we have made that have allowed us to work toward our long-term goals to see business and personal successes! We are excited to welcome back to the show today, Jami Johnson, CPA, Virtual CFO, and Partner here at PJS & Co CPAs.
2022-02-2833 minCultivating Business GrowthMarketing & Sales Processes for Business GrowthIn today's episode, we are continuing our series about the importance of processes in your business, more specifically, focusing today's episode on sales and marketing processes for growth in your business. Host Megan Spicer, Marketing and Business Development Manager for PJS & Co. CPAs, and Katina Peters, vCFO, CPA, CGMA, and Partner at PJS & Co CPAs bring some insights on sales and marketing processes that are crucial for growth and scalability.
2022-02-1434 minCultivating Business GrowthWhy Should I Establish Operational Procedures in My Business?In today's episode, we are continuing on the topic of processes in your business and why they are so important. More specifically, we are focusing on operational processes. We are excited to welcome back to the show today, Kim Nixon, Director of Operations for PJS & Co CPAs for this important discussion about procedures and their role in growth.
2022-01-3124 minCultivating Business GrowthBusiness Processes, Documentation, & Their Role in GrowthWe are excited to be back with you this year to continue bringing you important topics that will help you continue to grow your business! In this episode, we are discussing the importance of processes and business process documentation. We are speaking with Jaime Staley, Partner, CPA, and virtual CFO at PJS & Co. CPAs, so she may share her insights and expertise on processes and why they are so important to the success of your business.
2022-01-1730 minCultivating Business GrowthThe Construction Series: Industry MetricsWe are wrapping up our construction series today with our third episode in this series, and focusing today on construction industry metrics and KPIs (Key Performance Indicators). Katina Peters, vCFO and Partner at PJS & Co CPAs, has gained extensive experience over 17 years in working with owners in the construction industry and understands the unique challenges for construction business owners. We discuss why they're important, where to find them and how you can leverage them in your own business.
2021-10-2531 minCultivating Business GrowthAre You Referring to Me?How do you get referrals that will grow revenue? Why are they so effective in growing your business, and what do you need to do in your business to get the best results with referrals? The co-hosts for our discussion today are Megan Spicer, Marketing and Business Development Manager, and Katina Peters, Partner, at PJS & Co. CPAs.
2021-08-1631 minCultivating Business GrowthTapping into TestimonialsDid you know that 72% of consumers say positive testimonials and reviews increase their trust in a business? Today we are giving you several tips to help you get persuasive testimonials and use them to convert prospects into buyers. We want to show the true impact on your business of getting, and tapping into, testimonials and reviews. We are speaking today with Jami Johnson, Partner at PJS & Co. CPAs, and Megan Spicer, our Marketing and Business Development Manager to discuss the importance of this topic.
2021-07-1926 minCultivating Business GrowthThe Selling Your Business Series: Avoiding Common PitfallsIn this episode, we are going to talk about how to avoid common pitfalls that may come up during the selling process, as well as discuss some insights and real-world examples. We are speaking today with Jami Johnson, vCFO, Partner and Co-Founder at PJS & Co. CPAs, tapping into her expertise in the subject, and reviewing scenarios and case studies from the real world.
2021-07-0539 minCultivating Business GrowthManaging Work-Life BalanceWe're excited to wrap up the year by talking about one of our core company values; managing work-life balance. PJS & Co. CPAs was born out of a desire to improve the balance of professional and personal life. We knew there had to be a better way for our team and our clients to integrate personal and professional goals. There are ways to integrate your personal priorities into your business growth plans if you have clear priorities and consistently stay mindful of managing work-life balance.
2020-12-2140 minCultivating Business GrowthCelebrating 50 Episodes!With this episode, we've reached a milestone! This means it's time to celebrate! PJS & Co. CPAs has officially recorded and released our 50th podcast episode! With this milestone came many laughs and lessons learned. In this episode we share some of our thoughts on our podcasting journey and have a bit of fun with rapid fire questions.
2020-08-2458 minCultivating Business GrowthOptions for Investing and Taking Control of Your Financial FutureWe welcome our first guest outside of the PJS & Co. CPAs team to the podcast, John Moriarty of e3 Wealth. He has been in the wealth management industry since 1995 and he joins us to talk about education regarding investments, options for investing and retirement.
2020-02-0331 min
The Accounting PodcastVisa acquires Plaid & Intuit makes ChronoBooks exclusive to QBO AdvancedSponsorsQuickFee: https://cloudaccountingpodcast.promo/quickfeeAccountingSuite: https://cloudaccountingpodcast.promo/asuiteOnPay: http://cloudaccountingpodcast.promo/onpayShow Notes01:52 – David can see clearly now, just in time to admire the cracked screen of his smartphone02:42 – Blake's upping his skills game at Jirav, learning financial modeling03:08 – Blake's second webinar - Webinar Recording: How to Build a Financial Model for an Accounting Firm | Jirav04:25 – The most effective way to master a new tool or software is to use it for yourself, or a client05:24 – Is there life after The Cloud Accounting Podcast? Blake reveals his retirement plan06:57 – Side hustles can...
2020-01-1958 minCultivating Business GrowthWhat's the One Thing We Wish More Business Owners Knew?We are talking about the one thing we wish more business owners knew, how to overcome fears, and ways to achieve more for your business! Jami Johnson, CPA, MSA and co-owner at PJS & Co. CPAs breaks down ways to open up your business to more growth and innovation.
2019-12-2328 minCultivating Business GrowthWho are the Women Behind PJS & Co. CPAs?In this week's episode, we introduce you to the owners of PJS & Co. CPAs. Katina Peters, Jami Johnson and Jaime Staley discuss how the firm started, the importance of work/life balance to our firm and more about the podcast.
2019-12-1026 min