MBA Podcast: Move Beyond Accounting

Epizodai

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  Ep 20: Dylan Hendrickson: Scaling a Finance Consulting Practice 31.07.2026 33min

  Unlock the secrets to successful fractional CFO services with Dylan Hendrickson, co-founder of Staxx! In this episode, we dive deep into how understanding cash flow can transform your business and why traditional accounting methods may not cut it anymore.Key takeaways:* Discover the importance of cash flow forecasting over traditional P&L statements.* Learn how Staxx helps clients recover lost revenue through effective financial oversight.* Hear about the unique journey of a young entrepreneur building a successful accounting firm.Timestamps:00:00 Introduction00:30 Meet Dylan Hendrickson01:00 The journey to founding Staxx02:30 The importance of cash flow05:00 Success stories from Staxx clients08:00 Building a remote team10:00 The future of StaxxWhat's your biggest challenge with managing cash flow? Drop it in the comments!Subscribe for more insights on accounting and finance!#CFO #Accounting #CashFlow
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  Ep 19: Cassmer Ward Accounting Leadership Wins 24.07.2026 36min

  Unlock the secrets of entrepreneurship and finance with Cassmer Ward on the Move Beyond Accounting Podcast! 🎙️In this episode, we dive deep into Cassmer's journey from being fired to founding Nexagy, a leading provider of fractional CFO services and co-founding IDE Structural Engineers, a residential engineering firm. Discover how he transformed challenges into opportunities and learn valuable insights on accounting leadership, risk management, and the importance of curiosity in business.Key takeaways:00:00 Introduction to Cass Ward and his journey00:01:06 Turning points in his career00:02:09 The impact of being fired00:03:27 Founding IDE Structural Engineers00:06:42 What Nexagy does00:08:11 Understanding accounting leadership00:11:09 Client base and industry focus00:12:36 The value of diverse experiences00:15:21 Building trust with clients00:17:53 Distinguishing roles: CFO vs. Controller vs. Bookkeeper00:19:31 Growing Nexagy through referrals00:21:30 Leadership philosophy and mentorship00:24:03 The role of education in leadership00:29:35 How much does it cost to make a donut? - Cassmer's book00:32:39 Advice for new graduates entering the workforce00:35:11 Transitioning from Controller to CFO00:37:38 Success stories with clients00:40:09 The Influencing Entrepreneurs PodcastWhat's your biggest challenge in understanding finance as an entrepreneur? Drop it in the comments!Subscribe for more insights on entrepreneurship and finance!#Entrepreneurship #Finance #Accounting
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  Ep: 19 Scott Woods Hope Driven Leadership 17.07.2026 37min

  Unlock the secrets of impactful leadership in this episode of the Move Beyond Accounting podcast! Join host Blair Cook and Scott Woods, CEO of Advocatus Consulting, as they explore how to drive business success through purpose and collaboration.Key takeaways:* Discover the importance of humility in leadership.* Learn how to create a shared vision for your team.* Understand the role of collaboration in fostering innovation.* Hear a transformative client success story that highlights the power of purpose-driven business.00:00 Introduction00:30 Meet Scott Woods01:00 The importance of impact in business02:30 Leadership and humility04:00 The role of collaboration06:00 Client success story08:00 ConclusionWhat's your biggest challenge with leadership? Drop it in the comments!Subscribe for weekly insights on finance, accounting, and entrepreneurship!
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  Ep 18: Robert Foss: Why 'Running the Business Better' Is the Simplest Path to Profit (Even in Chaos) 10.07.2026 43min

  Unlock the secrets to successful business turnarounds with Rob Foss! In this episode of the Move Beyond Accounting Podcast, we dive deep into the strategies that can save struggling companies and boost their performance.Key takeaways:Understand the importance of internal audit experience for aspiring executives.Learn how to identify and address macro changes in business environments.Discover the role of finance in enabling successful turnarounds.Explore the significance of effective communication with stakeholders.Timestamps:00:00 Introduction00:31 Rob Foss's career journey01:06 Insights from internal audit02:54 Transitioning to operations management03:07 Building power plants05:02 Working with Shell06:28 Helping private equity firms10:00 Common challenges in turnarounds12:02 Leadership changes during crises14:03 Embedding in organizations16:09 Assessing the situation19:09 Engaging with employees21:03 Leadership principles23:35 Managing turnover25:37 Strategy vs. execution issues27:57 Successful turnaround case study32:45 Finance as an enabler39:20 Managing lender relationships41:59 Refinancing options43:10 Blending CFO and COO roles45:24 Applicability to other industriesWhat's your biggest challenge with business turnarounds? Drop it in the comments!Subscribe for weekly insights on finance and entrepreneurship!#BusinessTurnaround #Finance #Entrepreneurship
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  Ep 17: KayLynn Dalebout: Building a Remote Accounting Practice with Global Reach 03.07.2026 35min

  Unlock the secrets of remote accounting and investment advisory with Caitlin from Clockwork Accounting! In this episode, we dive into how Caitlin built a successful virtual accounting firm, offering unique insights into client service and financial literacy.Key takeaways:Discover the benefits of a virtual accounting practice.Learn how Caitlin combines accounting with investment advisory.Understand the importance of financial literacy for entrepreneurs.Hear about Caitlin's impactful community work in Belize.Timestamps:00:00 Introduction00:27 Caitlin's journey to starting Clockwork Accounting02:10 The unique combination of accounting and investment advisory04:39 The growth strategy behind Clockwork Accounting06:58 Working with international clients09:07 The importance of proactive financial education12:26 Common challenges faced by clients14:32 Red flags in accounting practices16:52 The role of emotional management in investing19:14 The impact of financial literacy on youth24:54 Caitlin's community initiatives in Belize35:43 How to connect with Caitlin and Clockwork Accounting
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  Ep 16: Jeff Mard: Cultivating Brands, Maintaining Trust, Pursuing Growth 26.06.2026 39min

  In this episode of the Move Beyond Accounting Podcast, we dive into entrepreneurship with Jeff Mard, founder and CEO of Channel M. Discover how Jeff's diverse experiences in marketing and business have shaped his approach to connecting brands and driving growth.Key takeaways:Jeff shares his journey from sports marketing to entrepreneurship.Learn about the importance of building strong brand partnerships.Insights on the evolving landscape of marketing, including the rise of TikTok and the creator economy.Strategies for effective B2B and B2C marketing in today's digital world.Timestamps:00:00 Introduction00:31 Jeff Mard's background01:10 The importance of learning in entrepreneurship02:24 Transitioning from sports marketing to digital03:09 The impact of AI and social media on marketing08:53 Marketing strategies in the creator economy13:04 The significance of strong branding19:21 TikTok shop and its influence on sales24:05 LinkedIn marketing strategies30:03 Trends in the pet industry36:25 Common marketing mistakes40:40 How to evaluate marketing professionals
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  Ep 15: Eric Brunner Exploring Real Estate Tax Strategies for the U.S and Canada 17.06.2026 43min

  Unlock the secrets of real estate investing with tax expert Eric Bruner! In this episode of the MBA podcast, we dive deep into tax strategies for real estate professionals, covering everything from LLC structures to 1031 exchanges. Whether you're a seasoned investor or just starting out, this conversation is packed with valuable insights to help you maximize your returns and minimize your tax liabilities.Key takeaways:Understanding the benefits of LLCs for real estate investmentsHow to leverage 1031 exchanges to defer taxesThe importance of depreciation and cost segregation studiesActive vs. passive income in real estateTips for short-term rental investorsTimestamps:00:00 Introduction00:30 Meet Eric Bruner01:15 Eric's journey in real estate and tax03:00 Benefits of LLCs in real estate05:00 1031 exchanges explained10:00 Depreciation strategies15:00 Active vs. passive income20:00 Short-term rental insights25:00 Common tax pitfalls30:00 Conclusion
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  Ep 14: Grant Daunheimer of Diamond Willow: Expanding Financing Options for the Canadian Mid-Market 02.06.2026 32min

  Discover how to navigate financing challenges and capitalize on growth opportunities in the Canadian business landscape with Grant Daunheimer from Diamond Willow.Key takeaways:* Understand the unique challenges faced by mid-market companies in Canada.* Learn about the importance of risk appetite and cultural differences in business.* Explore the role of private credit in supporting growth and acquisitions.* Gain insights into the capital markets landscape and how to leverage it effectively.Timestamps:00:00 Introduction00:27 Grant's background and Diamond Willow's mission02:58 Defining the mid-market in Canada04:09 Challenges faced by mid-market companies05:37 Risk appetite in Canada vs. the US07:10 Overview of capital markets for mid-sized businesses12:10 Borrower profiles and uses of capital15:18 Triggers for seeking financing18:15 The role of private capital21:57 Supporting businesses through their growth journey25:32 The importance of a strong support network30:24 The Gas Club and its mission
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  Ep 13: Keith McNamee: Scaling a Consumer Product Company into a Global Brand 30.05.2026 40min

  In this episode of the Move Beyond Accounting Podcast, we dive deep with Keith McNamee, a serial entrepreneur and principal at Access Business Advisory. Keith shares his inspiring journey of transforming a small company into a global brand, the challenges of managing growth, and the importance of financial intelligence in business success.Key takeaways:* The pivotal role of innovation in business growth* Strategies for effective supply chain management* Insights on navigating the complexities of international markets* The impact of AI on the future of accounting and financeTimestamps:00:00 Introduction00:29 Meet Keith McNamee01:26 Keith's journey in accounting02:50 The growth story of Vionic04:55 Understanding the product and market06:46 Managing production and supply chain09:10 Sales strategies and partnerships10:36 The role of television in marketing12:01 Financing and investment strategies14:45 Key milestones in growth19:02 Exit strategies and selling the business20:06 The importance of accounting systems25:20 Challenges of global operations30:55 Preparing for a successful sale32:15 Current ventures and advisory services
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  Ep 12: Colin White: Eliminating Conflict And Breaking Financial Barriers 19.05.2026 47min

  In this episode of the Move Beyond Accounting podcast, we dive deep into the world of finance, investing, and entrepreneurship with Colin White, CEO of Verecan. Discover how Verecan is revolutionizing financial services by eliminating conflicts of interest and focusing on client needs.Key takeaways:00:00 Introduction to Colin White and Verecan00:25 The importance of eliminating conflicts of interest in finance01:36 How Verecan positions itself in the financial services industry02:56 The unique business model of Verecan04:56 The challenges of the financial industry and client service06:16 How Verecan generates earnings without conflicts08:36 The breadth of services offered by Verecan10:08 The impact of regulation on financial services12:34 The importance of transparency in investing14:55 How to filter signal from noise in the market18:35 The current state of the economy and market trends20:56 The role of AI and technology in finance23:40 The future of investing and market predictions
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  Ep 11: Ran Lewin: The Path to the Office of the CFO through Internal Audit 15.05.2026 45min

  Ran Lewin shares his career journey from public accounting to internal audit and then to budget and planning at York University. The conversation explores the role of internal audit in finance, the transition to budget and planning, and the decision to split the CFO role into two positions, highlighting the challenges and benefits of activity-based budgeting and the interplay between internal audit and risk management. The conversation covers the division of the CFO role, the transition to a budget role, extracurricular study in film, contrasting CFO roles, strategic ambition at Branksome Hall, the future of education, and the secret sauce and superpower of the guest.Takeaways* Career journey from public accounting to internal audit and budget and planning* The role of internal audit in finance and the challenges and benefits of activity-based budgeting Importance of relationships in career progression* Impact of extracurricular interests on professional skillsChapters* 00:00 The Proverbial Cubicle to the Corner Office Journey* 06:21 Internal Audit and Value Creation* 13:36 Internal Audit and Risk Management* 24:13 Splitting the CFO Role* 31:08 Extracurricular Study in Film* 40:50 Strategic Ambition at Branksome Hall* 50:22 Secret Sauce and Superpower
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  Ep 10: Malik Salamatian: Promoted to CEO in 4 Months! 15.05.2026 34min

  Malik Salamatian, CEO of PennyDrops, shares his global upbringing, the role of sports in his life, his studies in economics, and the origin and growth of PennyDrops. He discusses the structure and operations of PennyDrops, his role as CEO, the impact of PennyDrops' curriculum, investing and financial literacy, the funding and business model of PennyDrops, and his future aspirations and superpower.Takeaways* Global upbringing and sports influence* PennyDrops' impact and funding modelChapters* 00:00 Introduction to the Podcast* 05:48 The Origin and Growth of PennyDrops* 13:23 PennyDrops' Curriculum and Impact* 23:43 Funding and Business Model of PennyDrops* 35:01 Malik's Future Aspirations and Superpower
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  Ep 9: Shannon Weatherall: Community Driven Success From a Finance Perspective 15.05.2026 46min

  The conversation covers Shannon Weatherall's career progression in accounting and finance, including her roles at Farm Credit Corporation and her transition to Access Communication Cooperative Limited. It also explores the cooperative business model and its unique structure and impact on the community. Shannon Weatherall discusses the importance of partnership in leadership, navigating different leadership styles, women's leadership challenges, best practices in financing strategy, challenges in the healthcare sector, and her secret superpower of relationship building. She emphasizes that leadership challenges are not gender-specific, and her superpower lies in her ability to build strong relationships and partnerships.Takeaways* Career progression* Cooperative business model Partnership as a core principle* Leadership challenges are not gender-specificChapters* 00:00 Career Progression in Accounting and Finance* 27:19 The Importance of Partnership in Leadership* 34:08 Women's Leadership Challenges* 41:52 Challenges in the Healthcare Sector* 49:20 Secret Superpower: Relationship Building
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  Ep 8: Debby Sapp: Building a Private Equity Portfolio with Sweat and Tears 15.05.2026 37min

  Debby Sapp, CFO of Kernel Equity, discusses the unique business model of providing programming services in exchange for equity, the impact of AI on business, the importance of budgeting, her passion for accounting and finance, and the balance between work and personal life.
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  Ep 7: Chris Hutton: Scaling Up Venture Firms 15.05.2026 45min

  The conversation covers Chris Hutton's diverse industry experience and the role of standardization and simplification in finance. It delves into the challenges and strategies for managing finance across multiple companies and the impact of standardization on scalability and efficiency. The conversation covers topics such as FinTech innovation, investment lifecycle, remote team management, strategic team meetings, board management, the evolution of the CFO role, and executive traits for aspiring CFOs. It provides insights into the intersection of finance and technology, the dynamics of venture capital investment, the challenges of managing remote teams, and the strategic role of the CFO in a tech-driven business landscape.Takeaways* Diverse Industry Experience* Standardization and Simplification FinTech innovation* Investment lifecycleChapters* 00:00 Chris Hutton's Diverse Industry Experience* 07:30 Standardization and Simplification in Finance* 26:07 FinTech Innovation and Back Office AI* 31:38 Strategic Team Meetings and Ideation* 40:50 Board Management and Strategic Dialogue* 50:08 Executive Traits for Aspiring CFOs
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  Ep 6: A Career in Finance in Silicon Valley with John Kogan 15.05.2026 48min

  The conversation covers John Kogan's journey from CFO to entrepreneurship to CFO, the deployment and impact of AI in the finance organization, and the adoption of AI in professional service firms. It explores the transformational role of AI in finance and the challenges of AI adoption in professional firms. The conversation covers the impact of AI on the workforce, teaching AI in finance, leadership and management, developing future leaders, the role of a CFO and working with the CEO, and personal success and motivation. Key takeaways include the importance of understanding AI's role in the workforce, the approach to teaching AI in finance, and the combination of leadership and management in driving organizational success.Takeaways* Entrepreneurship to CFO* AI in Finance* AI Adoption in Professional Firms AI is not about replacing people, but about doing more with the existing workforce* Teaching AI in finance involves showing how the tool works and adapting it to local situations* Leadership involves combining the arts of leadership and management to move the organization forwardChapters* 00:00 AI Adoption and Change Management* 24:08 The Impact of AI on the Workforce* 30:05 Leadership and Management* 35:15 Developing Future Leaders* 40:40 The Role of a CFO and Managing Up
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  Ep 5: Tamir Scheinok’s Journey From Design to Social Impact 15.05.2026 47min

  The podcast episode features a conversation with Tamir Scheinok, who shares his journey from founding and growing a design agency to transitioning to social enterprises. He discusses the challenges and key success factors of assuming the roles of COO and CFO, as well as the differences between for-profit and social enterprise experiences. The conversation covers the challenges of running a nonprofit, the intersection of academic theory and real-world innovation, the balance between commercial and academic approaches, connecting the last billion people, innovative technology and business model, sustainable business model, customer-centric approach, challenges in the telecommunication industry, impact of funding on business strategy, leadership and employee engagement, and personal success factors.Takeaways* Transitioning from design to finance* Challenges and key success factors of the CFO and COO roles; navigating the complexities of operations* Balancing academic theory with real-world innovationChapters* 00:00 Introduction to Move Beyond Accounting Podcast* 06:16 Role of COO and CFO* 12:02 Challenges of the COO Role* 18:51 Comparison of For-Profit and Social Enterprise* 26:29 Navigating Operational Challenges* 32:19 Innovative Technology and Business Model* 37:38 Challenges in Telecommunication Industry* 45:48 Personal Success Factors
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  Ep 4: Back to University: Career Insights with Brian McNeill 14.05.2026 47min

  In this episode, Brian R. McNeill, the CFO at Molloy University, shares insights into his career journey, the transition to higher education, and the challenges and changes in the education industry. He discusses the importance of mentors and sponsors, the benefits of internal movement, and the impact of technology on education. The conversation delves into the impact of AI on education and the workforce, the incorporation of AI in the back office, advice for business students, specialization and career tracks, the changing landscape of white-collar professions, and personal values and success. Brian McNeill emphasizes the importance of adaptability, continuous learning, and aligning work with personal values in the evolving professional landscape.Takeaways:* Career journey and financial foundation* Transition to higher education and favorite roles* Importance of mentors and sponsors* Challenges and changes in higher education AI's transformative impact on education and job roles* The importance of adaptability and aligning work with personal values in career successChapters* 00:00 Career Journey and Financial Foundation* 08:13 Benefits of Mentors and Sponsors* 18:40 Challenges and Changes in Higher Education* 24:41 The Impact of AI on Education and Workforce* 35:25 Advice for Business Students* 42:03 The Changing Landscape of White Collar Professions
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  Ep 3: Charlie Beaulieu Dental Finances Mastery 14.05.2026 39min

  The podcast discussion with Charlie Beaulieu, founder of Tidal Accounting, delves into the specialized world of dental accounting and the unique challenges and opportunities it presents. From the importance of team management in dental practices to the impact of government subsidization, the conversation provides valuable insights into the dental industry and the role of financial services within it. Additionally, the integration of AI in business operations and the considerations for practice sale and consolidation are explored, offering a comprehensive view of the dental accounting landscape.Takeaways* Specialization in dental accounting offers unique insights and value to the dental industry.* The integration of AI in business operations presents both advantages and challenges, requiring a balance of curiosity and practical application.Chapters* 00:00 Specializing in Dental Accounting* 09:03 Key Success Factors in Dental Practices* 18:26 Preparing for Practice Sale* 23:52 Consolidation in the Dental Industry* 34:50 Integration of AI in Business Operations
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  Ep 2: Iain Bundy's Blueprint for Building Valuable Businesses and Exits 14.05.2026 41min

  In this conversation we are joined by Iain Bundy who discusses that challenges beyond building a business to discuss the challenges associated with a business exit, the process of preparing for an exit, navigating the exit process, and maximizing business value. Key takeaways include insights into entrepreneurship, lessons from Iain's own business exit, and strategies for creating business value. The conversation covers topics related to maximizing EBITDA and multiple, community-based support for entrepreneurs, guiding entrepreneurs through business transfer, business valuation and architect mindset, building resilient and valuable businesses, and creating an asset vs. creating an income. The discussion emphasizes the importance of long-term planning and strategic decision-making for entrepreneurs.