Shows
Budget 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 BusinessOutsource my Bookkeeping with Hayden HuffE9: Hayden Huff with Supporting Strategies discusses “Outsource my Bookkeeping.”Join me, host Scott Geller, on the Budget Your Business podcast to listen. Hayden Huff is the Director of BD for Supporting Strategies, a virtual bookkeeping and controller support provider. Hayden describes the function of bookkeeping and the process of outsourcing it. Listen to the specifics of when you should consider outsourcing this function and a few things not to do. The podcast ends with advice on how to find and hire a bookkeeper. Book Recommendation: Think and Grow Rich by Napolean Hill Fi...2024-07-1134 minBudget Your BusinessSelling my Business Using a Broker with Mike MetzgerE8: Mike Metzger with Murphy Business Sales discusses “Selling my Business Using a Broker.”Join me, host Scott Geller, on the Budget Your Business podcast to listen. Mike Metzger is a business broker who will walk you through the difficult and emotional act of selling your business. Mike explains how the process works, including the timing, cost, key partners to consider, types of buyers, and some critical tips. The podcast ends with a discussion around the financial numbers used to value and sell a business. Book Recommendation: Good to Great, Jim CollinsFind o...2024-06-2733 minBudget Your BusinessOffering an Employee 401K with Ashby PriceE7: Ashby Price with Ashwood Financial Partners discusses “Offering an Employee 401K.”Join me, host Scott Geller, on the Budget Your Business podcast to listen. Ashby Price is the expert on 401K plans for small businesses. Ashby walks through the process to get started, several significant factors to consider, and the cost including offsetting tax breaks. The podcast ends with what to do and what NOT to do. Podcast Recommendation: All InFind out more about Ashby Price: https://ashwoodfinancialpartners.com/ or ashby@ashwoodfp.com Send us a text2024-06-1330 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 minBudget Your BusinessWhat is the Budget Your Business podcast with Scott GellerTake a listen for a more in-depth description of the Budget Your Business podcast including the goals, types of guests, and structure. Send us a text2024-04-1117 min
The CFO Perspective with Scott Geller92 4. WHAT IF I WANT TO SELL MY BUSINESS? - SCOTT GELLER2021-03-2714 minThe CFO Perspective with Scott Geller91 3. WHAT IF I WANT TO SELL MY BUSINESS? - SCOTT GELLER2021-03-2714 minThe CFO Perspective with Scott Geller90 2. WHAT IF I WANT TO SELL MY BUSINESS? - SCOTT GELLER2021-03-2714 minThe CFO Perspective with Scott Geller89 1. WHAT IF I WANT TO SELL MY BUSINESS? - SCOTT GELLER2021-03-2714 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 GELLER2021-03-1414 minThe CFO Perspective with Scott Geller83 3. THE CFO PERSPECTIVE - HOW DO I OPTIMIZE MY CASH? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller82 2. THE CFO PERSPECTIVE - HOW DO I OPTIMIZE MY CASH? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller81 1. THE CFO PERSPECTIVE - HOW DO I OPTIMIZE MY CASH? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller80 4. DO I HAVE OPTIONS TO PRICE MY SERVICES AND/OR GOODS? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller79 3. DO I HAVE OPTIONS TO PRICE MY SERVICES AND/OR GOODS? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller78 2. DO I HAVE OPTIONS TO PRICE MY SERVICES AND/OR GOODS? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller77 1. DO I HAVE OPTIONS TO PRICE MY SERVICES AND/OR GOODS? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller76 4. HOW DOES FINANCE IMPACT MY STRATEGIC GOALS? - SCOTT GELLER2021-03-1415 minThe CFO Perspective with Scott Geller75 3. HOW DOES FINANCE IMPACT MY STRATEGIC GOALS? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller74 - 2. HOW DOES FINANCE IMPACT MY STRATEGIC GOALS? - SCOTT GELLER2021-03-1414 minThe CFO Perspective with Scott Geller73 1. HOW DOES FINANCE IMPACT MY STRATEGIC GOALS? - SCOTT GELLER2021-03-1415 minThe CFO Perspective with Scott Geller72 - 4. SHOULD MY CFO BE INVOLVED IN MY TECH AND INNOVATION EFFORTS? - SCOTT GELLER2021-02-1915 minThe CFO Perspective with Scott Geller71 - 3. SHOULD MY CFO BE INVOLVED IN MY TECH AND INNOVATION EFFORTS? - SCOTT GELLER2021-02-1914 minThe CFO Perspective with Scott Geller70 - 2. SHOULD MY CFO BE INVOLVED IN MY TECH AND INNOVATION EFFORTS? - SCOTT GELLER2021-02-1915 minThe CFO Perspective with Scott Geller69 - 1. SHOULD MY CFO BE INVOLVED IN MY TECH AND INNOVATION EFFORTS? - SCOTT GELLER2021-02-1914 minThe CFO Perspective with Scott Geller68 - 4. HOW DO I KNOW I AM GENERATING AS MUCH PROFIT AS POSSIBLE? - SCOTT GELLER2021-02-1914 minThe CFO Perspective with Scott Geller67 - 3. HOW DO I KNOW I AM GENERATING AS MUCH PROFIT AS POSSIBLE? - SCOTT GELLER2021-02-1914 minThe CFO Perspective with Scott Geller66 - 2. HOW DO I KNOW I AM GENERATING AS MUCH PROFIT AS POSSIBLE? - SCOTT GELLER2021-02-1914 minThe CFO Perspective with Scott Geller65 - 1. HOW DO I KNOW I AM GENERATING AS MUCH PROFIT AS POSSIBLE? - SCOTT GELLER2021-02-1915 minThe CFO Perspective with Scott Geller64 - 4. HOW DO I INCREASE REVENUE "FINANCIALLY"? - SCOTT GELLER2021-02-0414 minThe CFO Perspective with Scott Geller63 - 3. HOW DO I INCREASE REVENUE "FINANCIALLY"? - SCOTT GELLER2021-02-0414 minThe CFO Perspective with Scott Geller62 - 2. HOW DO I INCREASE REVENUE "FINANCIALLY"? - SCOTT GELLER2021-02-0414 minThe CFO Perspective with Scott Geller61 - 1. HOW DO I INCREASE REVENUE "FINANCIALLY"? - SCOTT GELLER2021-02-0414 minThe CFO Perspective with Scott Geller60 4. DO I REALLY NEED A FINANCIAL MODEL? - SCOTT GELLER2021-01-2914 minThe CFO Perspective with Scott Geller59 3. DO I REALLY NEED A FINANCIAL MODEL? - SCOTT GELLER2021-01-2914 minThe CFO Perspective with Scott Geller58 2. DO I REALLY NEED A FINANCIAL MODEL? - SCOTT GELLER2021-01-2914 minThe CFO Perspective with Scott Geller57 1. DO I REALLY NEED A FINANCIAL MODEL? - SCOTT GELLER2021-01-2914 minThe CFO Perspective with Scott Geller56 4. HOW DO I PLAN FOR 2021? - SCOTT GELLER2021-01-2414 minThe CFO Perspective with Scott Geller55 3. HOW DO I PLAN FOR 2021? - SCOTT GELLER2021-01-2414 minThe CFO Perspective with Scott Geller54 2. HOW DO I PLAN FOR 2021? - SCOTT GELLER2021-01-2414 minThe CFO Perspective with Scott Geller53 1. HOW DO I PLAN FOR 2021? - SCOTT GELLER2021-01-2414 minThe CFO Perspective with Scott Geller52. WHEN DO I HIRE A CFO AND WHAT IS A FRACTIONAL CFO? - SCOTT GELLER2021-01-1814 minThe CFO Perspective with Scott Geller51. WHEN DO I HIRE A CFO AND WHAT IS A FRACTIONAL CFO? - SCOTT GELLER2021-01-1814 minThe CFO Perspective with Scott Geller50. WHEN DO I HIRE A CFO AND WHAT IS A FRACTIONAL CFO? - SCOTT GELLER2021-01-1814 minThe CFO Perspective with Scott Geller49. WHEN DO I HIRE A CFO AND WHAT IS A FRACTIONAL CFO? - SCOTT GELLER2021-01-1815 minThe CFO Perspective with Scott Geller4. 2020, 2021, AND SEASON PREVIEW - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller3. 2020, 2021, AND SEASON PREVIEW - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller2. 2020, 2021, AND SEASON PREVIEW - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller1. 2020, 2021, AND SEASON PREVIEW - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller4. SEASON 3 OVERVIEW - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller3. SEASON 3 OVERVIEW - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller2. SEASON 3 OVERVIEW - SCOTT GELLER2021-01-1115 minThe CFO Perspective with Scott Geller1. SEASON 3 OVERVIEW - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller4. CONDUCT BUSINESS FOR SALE - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller3. CONDUCT BUSINESS FOR SALE - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller2. CONDUCT BUSINESS FOR SALE - SCOTT GELLER2021-01-1115 minThe CFO Perspective with Scott Geller1. CONDUCT BUSINESS FOR SALE - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller4. RETAINED EARNINGS REINVESTMENT - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller3. RETAINED EARNINGS REINVESTMENT - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller2. RETAINED EARNINGS REINVESTMENT - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller1. RETAINED EARNINGS REINVESTMENT - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller4. FINDING EFFICIENCIES IN REVENUE - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller3. FINDING EFFICIENCIES IN REVENUE - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller2. FINDING EFFICIENCIES IN REVENUE - SCOTT GELLER2021-01-1115 minThe CFO Perspective with Scott Geller1. FINDING EFFICIENCIES IN REVENUE - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller4. OPTIMIZE THE BUSINESS FOR PROFITABILITY - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller2. OPTIMIZE THE BUSINESS FOR PROFITABILITY - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller1. OPTIMIZE THE BUSINESS FOR PROFITABILITY - SCOTT GELLER2021-01-1114 minThe CFO Perspective with Scott Geller4. FOCUS ON PRODUCT & SERVICE - SCOTT GELLER2021-01-1014 minThe CFO Perspective with Scott Geller3. FOCUS ON PRODUCT & SERVICE - SCOTT GELLER2021-01-1014 minThe CFO Perspective with Scott Geller2. FOCUS ON PRODUCT & SERVICE - SCOTT GELLER2021-01-1014 minThe CFO Perspective with Scott Geller1. FOCUS ON PRODUCT & SERVICE - SCOTT GELLER2021-01-1014 minThe CFO Perspective with Scott Geller4.AGILE FINANCE IN SCENARIO PLANNING - SCOTT GELLER2021-01-1014 minThe CFO Perspective with Scott Geller3.AGILE FINANCE IN SCENARIO PLANNING - SCOTT GELLER2021-01-1014 minThe CFO Perspective with Scott Geller2.AGILE FINANCE IN SCENARIO PLANNING - SCOTT GELLER2021-01-1014 minThe CFO Perspective with Scott Geller1.AGILE FINANCE IN SCENARIO PLANNING - SCOTT GELLER2021-01-1014 minThe CFO Perspective with Scott Geller4.REVIEWING THE STAGE VI PLAN - FOCUSING ON INVESTMENTS - SCOTT GELLER2020-11-1514 minThe CFO Perspective with Scott Geller3.REVIEWING THE STAGE VI PLAN - FOCUSING ON INVESTMENTS - SCOTT GELLER2020-11-1514 minThe CFO Perspective with Scott Geller2.REVIEWING THE STAGE VI PLAN - FOCUSING ON INVESTMENTS - SCOTT GELLER2020-11-1515 minThe CFO Perspective with Scott Geller1.REVIEWING THE STAGE VI PLAN - FOCUSING ON INVESTMENTS - SCOTT GELLER2020-11-1514 minThe CFO Perspective with Scott Geller4.CREATE TRACKING REPORT ON CASH FLOW MANAGEMENT - SCOTT GELLER2020-11-1514 minThe CFO Perspective with Scott Geller3.CREATE TRACKING REPORT ON CASH FLOW MANAGEMENT - SCOTT GELLER2020-11-1514 minThe CFO Perspective with Scott Geller2.CREATE TRACKING REPORT ON CASH FLOW MANAGEMENT - SCOTT GELLER2020-11-1514 minThe CFO Perspective with Scott Geller1.CREATE TRACKING REPORT ON CASH FLOW MANAGEMENT - SCOTT GELLER2020-11-1514 minThe CFO Perspective with Scott Geller4.ANALYSIS OF STAGE V PERFORMANCE WITH SCOTT GELLER2020-11-1514 min