The point of a business is to make a profit, but what do we do when financial goals and strategies start to get complicated? The answer: we build a financial team. In this episode, Brandy is joined by Carla Titus, fractional CFO and Founder of Wealth & Worth Within, to dive into the details of why your financial team and strategy are key to your practice’s success. We cover all things money, from the importance of a basic budget to hiring a CFO for long-term planning.
With 17 years of experience in corporate financial strategy, Carla Titus is just the person you need when your practice needs a plan. As the CEO and Founder of Wealth & Worth Within, Carla and her team help companies map out their financial goals from the basics of bookkeeping all the way to long-term financial strategies like hiring, expansion, profit-sharing, and more.
Connect with Carla and Wealth & Worth Within:
Some key takeaways from this episode include:
- A peek into why money is hard for so many of us to manage and digest
- What it really looks like to correct your financial mistakes
- How to infuse intention into all of your financial planning
- The secret to realistically leveraging goals and metrics
- What Carla really thinks about “Profit First” (and why it might be time to graduate from it)
- What co-pilots and your financial team should have in common
- The behind the scenes of a CFO’s role and why you need one
- Carla’s unexpected perspective on accountability and team turnover
- What you can do right now to prepare for 2025
It’s time to take back your practice and own your CEO status. On the CEO Conversations™ podcast, we will cover the business side of your practice with actionable takeaways for you to implement in your practice. We will discuss: marketing, team building & leading, finances, operations & systems, YOU and everything in between.
Connect with Brandy:
