Transform your business finances with expert insights from CPA Susan Bryant! 🚀 In this episode of the Succeeding Small Podcast, we dive into strategies that empower scaling CEOs to achieve financial clarity, maximize profits, and align their financial goals with their vision.

Susan Bryant, a CPA, certified tax planner, and wealth strategist, shares:

• Key metrics every CEO must track

• When and how to hire financial team members

• Creating a financial forecast that drives profitability

• The power of aligning personal and business financial goals

• How to exit your business intentionally and profitably

  
  

Stop making gut decisions and start scaling with confidence! 🎯

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Connect with Susan Bryant:

Website: https://susanbryantcpa.com/LinkedIn: https://www.linkedin.com/in/susanbryantcpa

Key Takeaways

1. Define Your Financial Vision: Get clear on personal and business goals to create an actionable roadmap for success.

2. Track Key Metrics: Learn which financial indicators can unlock your business growth.

3. Optimize Your Finances: Create forecasts, leverage recurring revenue, and improve profitability.

4. Build Your Team: Know when to hire a financial advisor or tax strategist to elevate your business.

5. Exit with Intention: Plan your business transition for maximum financial and personal benefit.

   
   

   
   

Timestamps

• 00:00 Introduction: The Financial Mistake Holding Back Business Growth

• 01:23 Meet Susan Bryant: CPA and Financial Strategist for Small Businesses

• 02:03 Aligning Financial Plans with Your Small Business Vision

• 04:54 How to Set Clear Financial Goals for Scaling Success

• 08:23 Assessing Your Current Financial Position: Key Metrics for CEOs

• 11:19 Creating a Financial Forecast to Drive Business Growth

• 13:03 Maximizing Revenue and Boosting Profit Margins in Your Business

• 20:28 The Power of Specialization: Why Niche Focus Drives Success

• 21:43 Conclusion and Free Google Business Profile Guide

  
  

💡 Keywords: financial clarity, scaling small businesses, CPA advice, small business finance, business growth strategies

#FinancialClarity #SmallBusinessFinance #ScalingSmallBusiness #EntrepreneurshipSuccess #BusinessGrowthStrategies #CPAAdvice #ProfitMaximization #RecurringRevenue #TaxPlanning #CEOInsights