Shows
Budget Your BusinessStop Planning Your Business with MapQuestE#49: In this solo episode, Scott breaks down how small business owners should rethink budgeting and planning. Traditional annual budgets still have value, but they quickly become outdated as conditions change. Instead, Scott explains the power of rolling forecasts and continuous planning—regularly updating assumptions, reviewing performance, and adjusting direction based on real data. He walks through common mistakes businesses make, like treating budgets as a once-a-year exercise, planning only for the “middle,” and ignoring owner bias, and shares how scenario planning and clear metrics can help owners stay between the curves without overcomplicating the process. The core message is sim...
2026-02-1918 minBudget Your BusinessFind Your Right Bank with Scott GellerE#42: In this solo episode, Scott kicks off a new mini-series focused on one relationship every business owner has — their bank. Drawing on his background as a Federal Reserve Bank Examiner and years as a fractional CFO, Scott breaks down the different types of banks, how they’re regulated, and what business owners should know when evaluating their banking partners. He also previews upcoming episodes featuring bankers from institutions of all sizes to help you find the right fit for your business.Book Recommendation: Secret Trades Craft of Elite Advisors by David C. BakerFind out...
2025-10-3019 minBudget Your BusinessWhat is a CFO? More Than the NumbersE#38: In this solo episode, Scott breaks down how a CFO goes beyond “the numbers.” Far from just budget spreadsheets, a CFO can be a confidant, connector, and strategic advisor—helping owners navigate tough decisions, break down silos, and focus on priorities. Scott also shares how fractional CFOs make that expertise accessible to growing small businesses without the $300K+ price tag of a full-time hire. Book Recommendation: Venture Deals by Feld MendelsonFind out more about Scott Geller: https://www.linkedin.com/in/scott-geller-cfo/ www.PathPredict.net for staffing firmswww.Cap...
2025-09-0419 minBudget Your BusinessFinance Expert: Don’t Be the Bet: When Good Businesses Go Broke with Andrew MarianskiPodcast questionnaire link (Thanks!!): https://bit.ly/bybSurvey E#33: Don’t Be the Bet: When Good Businesses Go Broke with Andrew MarianskiIn this episode, Scott welcomes back Andrew Marianski for a brutally honest conversation about six big financial pitfalls that can quietly (or loudly) sink a small business. From running out of cash (yes, even profitable businesses do it), to bringing on the wrong investor—or worse, a bad business partner—this episode unpacks hard-earned lessons from the trenches.You’ll walk away with clarity on how to protect your business from the financ...
2025-06-2636 minBudget Your BusinessAI Isn’t Just Big Biz — It’s Already Changing Small Business with Cathy Redford and Stephen RhodesIn this episode of Budget Your Business, Scott Geller talks with Cathy Redford and Stephen Rhodes of Synergy Technical about how businesses of all sizes are starting to use AI—especially through secure tools like Microsoft 365 Copilot. They share how companies are approaching AI with strategy, setting internal policies, and seeing real productivity gains, all while keeping data secure. It’s a practical conversation on how to adopt AI the smart way.Join me, host Scott Geller, on the Budget Your Business podcast to listen. Book Recommendation: Demon of Unrest by Eric Larson Find o...
2025-05-1534 minBudget Your BusinessIs Your Gross Margin a Business Superpower or Kryptonite? In this solo episode (yep, just me, no guest to rescue you), I dive into what I believe is one of the most important numbers in your business: Gross Margin. Every business has a gross margin—even if you swear yours doesn’t. In this episode, I break down what it is, where to draw the line on costs, and how to use it to price smarter, forecast faster, and stop flying blind. I even break out a Mustang analogy (because, why not?) to explain how boosting your gross margin is like supercharging your business horsepower. Gross margin isn’t just...
2025-04-1723 minBudget Your BusinessVideo is #1 for Marketing Impact - Here’s How to Create It with Matt Polson E#22: Matt Polson with The Video Department RVA discusses creating video for marketing and your business. Join me, host Scott Geller, on the Budget Your Business podcast to listen. In this episode of Budget Your Business, Scott Geller hosts Matt Polson with The Video Department RVA to dive into the transformative power of video marketing for small businesses. Learn why video has become the #1 tool for connecting with clients, how to craft impactful storytelling, and what it takes to create engaging content for multiple platforms. From planning and production to using testimonials, Matt finished up by...
2025-01-2329 minBudget Your BusinessHow cyber crime is NOT covered by your existing coverages with Warren Fischi E#20: Warren Fischi with MrGriff discusses “How cyber crime is NOT covered by your existing coverages”.Join me, host Scott Geller, on the Budget Your Business podcast to listen. In this episode of Budget Your Business, host Scott Geller dives into the essential details of cyber insurance policies. Learn how these policies differ from traditional coverage, why standalone cyber policies are crucial, and what financial risks they can mitigate. We explore the key elements of securing a cyber policy, from understanding vulnerabilities to navigating the application process. Tune in to discover how to protect your busine...
2024-12-1228 minBudget Your BusinessFixing an Accounting Mess with Josh FarberE#19: Josh Farber of G&A Partners shares how to Fix or Clean up an Accounting Mess. Join me, host Scott Geller, on the Budget Your Business podcast to listen. In this episode of "Budget Your Business," we dive into identifying and fixing an accounting mess. Josh outlines two lenses to recognize trouble: the “wrong” lens, where financials don’t align with bank statements, and the “suboptimal” lens, where processes are too complex or granular to deliver clear insights. He explains who to bring in, emphasizing the need for accountants skilled in both fixing and ongoing management. Josh also d...
2024-11-2729 minBudget Your BusinessSaying “And” Instead of “No” When Planning with Scott GellerE#17: Scott Geller performs a planning session, discussing “Saying “And” Instead of “No” When Planning.”Join me, host Scott Geller, on the Budget Your Business podcast to listen. Scott keeps the microphone in today’s episode walking through a different budgeting approach to saying “No” all the time. Finance is often the "No" group or pitted against other departments, especially during this time of year when many companies are rolling through or into budget season. Either / Or leads to a downward spiral and results in the worst of both worlds. Using "And / Both" creates synergistic thinking, allowing...
2024-10-3120 minBudget Your BusinessFour Critical Factors to Predict Revenue with Rory LaitilaE#12: Rory Laitila with Sales Insights “The 4 Critical Factors to Predict Revenue.”Join me, host Scott Geller, on the Budget Your Business podcast to listen. In this episode of "Budget Your Business," Rory Laitila from Sales Insights discusses the importance of data in revenue planning for small businesses. He explains why traditional methods, like relying on past P&L statements, often fail in long-term forecasting. Rory introduces four key factors that drive revenue—deal flow, average sale price, win rate, and time to close—and highlights the need for accurate data to model and scale revenue e...
2024-08-2233 minBudget Your BusinessCreating an Employee Compensation Plan with Mindy Flanigan and Sonia ChapinE#11: Mindy Flanigan and Sonia Chapin with InspringHR discuss “Creating an Employee Compensation Plan.”Join me, host Scott Geller, on the Budget Your Business podcast to listen. Mindy Flanigan and Sonia Chapin with InspringHR join us to discuss how to create an employee compensation plan. A compensation plan means more than just a base annual salary, and they walk us through several other examples of compensation that work even for SMBs. They share how they think about base pay, regulatory and best practices about pay ranges, and insight around pay increases. The podcast ends with a ful...
2024-08-0835 minBudget Your BusinessFinance Expert: Process for Forecasting Operating Expenses with Scott GellerE#10: Finance Expert: Process for Forecasting Operating Expenses with Scott Geller Join me, host Scott Geller, on the Budget Your Business podcast to listen. A Finance Expert episode by Scott Geller discusses how to Forecast Operating Expenses at an aggregate level. Scott describes the difference between Operating Expenses, Cost of Goods Sold (COGS), and Other expenses. Further, he walks through how to think about or categorize the Operating Expenses with recommendations for the level of detail. Specifically, break out Payroll and then think about 2 to 4 categories for SG&A (Sales, General & Administrative) expenses. The goal is...
2024-07-2521 minBudget Your BusinessRevenue Planning with HubspotE5: Kristina Witmer of Witmer Group discusses “Revenue Planning with Hubspot.”Join me, host Scott Geller, on the Budget Your Business podcast to listen. Kristina Witmer unlocks the power of the Hubspot Deal functionality for sales pipeline planning. After explaining how a Hubspot Partner works with businesses, Kristina shares key Hubspot capabilities. Kristina then lays out the Deals sales pipeline from starting from scratch to a workshop like session with Scott to quantify the Deals into a revenue forecast. The podcast ends with recommendations for free marketing advantages via Hubspot. Book Recommendation: 10x Is Eas...
2024-05-1632 min
2021-03-2714 min2021-03-2714 min2021-03-2714 minThe CFO Perspective with Scott Geller88 4. SCOTT GELLER – THE CFO PERSPECTIVE - HOW AND WHERE DO I ACCESS FUNDING?
2021-03-2714 minThe CFO Perspective with Scott Geller87 3. SCOTT GELLER – THE CFO PERSPECTIVE - HOW AND WHERE DO I ACCESS FUNDING?
2021-03-2714 minThe CFO Perspective with Scott Geller86 2. SCOTT GELLER – THE CFO PERSPECTIVE - HOW AND WHERE DO I ACCESS FUNDING?
2021-03-2714 minThe CFO Perspective with Scott Geller85 1. SCOTT GELLER – THE CFO PERSPECTIVE - HOW AND WHERE DO I ACCESS FUNDING?
2021-03-2715 minThe CFO Perspective with Scott Geller84 4. THE CFO PERSPECTIVE - HOW DO I OPTIMIZE MY CASH? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller83 3. THE CFO PERSPECTIVE - HOW DO I OPTIMIZE MY CASH? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller82 2. THE CFO PERSPECTIVE - HOW DO I OPTIMIZE MY CASH? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller81 1. THE CFO PERSPECTIVE - HOW DO I OPTIMIZE MY CASH? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller80 4. DO I HAVE OPTIONS TO PRICE MY SERVICES AND/OR GOODS? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller79 3. DO I HAVE OPTIONS TO PRICE MY SERVICES AND/OR GOODS? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller78 2. DO I HAVE OPTIONS TO PRICE MY SERVICES AND/OR GOODS? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller77 1. DO I HAVE OPTIONS TO PRICE MY SERVICES AND/OR GOODS? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller76 4. HOW DOES FINANCE IMPACT MY STRATEGIC GOALS? - SCOTT GELLER
2021-03-1415 minThe CFO Perspective with Scott Geller75 3. HOW DOES FINANCE IMPACT MY STRATEGIC GOALS? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller74 - 2. HOW DOES FINANCE IMPACT MY STRATEGIC GOALS? - SCOTT GELLER
2021-03-1414 minThe CFO Perspective with Scott Geller73 1. HOW DOES FINANCE IMPACT MY STRATEGIC GOALS? - SCOTT GELLER
2021-03-1415 minThe CFO Perspective with Scott Geller72 - 4. SHOULD MY CFO BE INVOLVED IN MY TECH AND INNOVATION EFFORTS? - SCOTT GELLER
2021-02-1915 minThe CFO Perspective with Scott Geller71 - 3. SHOULD MY CFO BE INVOLVED IN MY TECH AND INNOVATION EFFORTS? - SCOTT GELLER
2021-02-1914 minThe CFO Perspective with Scott Geller70 - 2. SHOULD MY CFO BE INVOLVED IN MY TECH AND INNOVATION EFFORTS? - SCOTT GELLER
2021-02-1915 minThe CFO Perspective with Scott Geller69 - 1. SHOULD MY CFO BE INVOLVED IN MY TECH AND INNOVATION EFFORTS? - SCOTT GELLER
2021-02-1914 minThe CFO Perspective with Scott Geller68 - 4. HOW DO I KNOW I AM GENERATING AS MUCH PROFIT AS POSSIBLE? - SCOTT GELLER
2021-02-1914 minThe CFO Perspective with Scott Geller67 - 3. HOW DO I KNOW I AM GENERATING AS MUCH PROFIT AS POSSIBLE? - SCOTT GELLER
2021-02-1914 minThe CFO Perspective with Scott Geller66 - 2. HOW DO I KNOW I AM GENERATING AS MUCH PROFIT AS POSSIBLE? - SCOTT GELLER
2021-02-1914 minThe CFO Perspective with Scott Geller65 - 1. HOW DO I KNOW I AM GENERATING AS MUCH PROFIT AS POSSIBLE? - SCOTT GELLER
2021-02-1915 minThe CFO Perspective with Scott Geller64 - 4. HOW DO I INCREASE REVENUE "FINANCIALLY"? - SCOTT GELLER
2021-02-0414 minThe CFO Perspective with Scott Geller63 - 3. HOW DO I INCREASE REVENUE "FINANCIALLY"? - SCOTT GELLER
2021-02-0414 minThe CFO Perspective with Scott Geller62 - 2. HOW DO I INCREASE REVENUE "FINANCIALLY"? - SCOTT GELLER
2021-02-0414 minThe CFO Perspective with Scott Geller61 - 1. HOW DO I INCREASE REVENUE "FINANCIALLY"? - SCOTT GELLER
2021-02-0414 min2021-01-2914 min2021-01-2914 min2021-01-2914 min2021-01-2914 min2021-01-2414 min2021-01-2414 min2021-01-2414 min2021-01-2414 minThe CFO Perspective with Scott Geller52. WHEN DO I HIRE A CFO AND WHAT IS A FRACTIONAL CFO? - SCOTT GELLER
2021-01-1814 minThe CFO Perspective with Scott Geller51. WHEN DO I HIRE A CFO AND WHAT IS A FRACTIONAL CFO? - SCOTT GELLER
2021-01-1814 minThe CFO Perspective with Scott Geller50. WHEN DO I HIRE A CFO AND WHAT IS A FRACTIONAL CFO? - SCOTT GELLER
2021-01-1814 minThe CFO Perspective with Scott Geller49. WHEN DO I HIRE A CFO AND WHAT IS A FRACTIONAL CFO? - SCOTT GELLER
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