Building a Roadmap to Scale
Do you ever wonder if your business is set up to grow the way you actually want it to? In this episode Keila breaks down how to use your financial data as a compass to reaching your goals.
She’ll dive into the common traps business owners fall into—like overextending resources, running on gut instinct, or ignoring key numbers—and how tracking the right metrics can help you avoid them.
Plus, she explains how tools like dashboards and reporting can give you a clearer picture of what’s working, what’s not, and how to course-correct along the way.
She’ll dive into the common traps business owners fall into—like overextending resources, running on gut instinct, or ignoring key numbers—and how tracking the right metrics can help you avoid them.
Plus, she explains how tools like dashboards and reporting can give you a clearer picture of what’s working, what’s not, and how to course-correct along the way.
If you’re ready to stop guessing and build your business in a way that works for you, this episode is packed with actionable tips to get you there!
- (00:00) - Introduction to Scaling Your Firm
- (01:06) - Importance of Data in Business Growth
- (02:00) - Challenges of Ignoring Data
- (04:10) - Financial Metrics and Goals
- (05:47) - Spotting Inefficiencies
- (06:24) - Intentional Decision Making
- (07:11) - Client Support Strategies
- (09:18) - Scenario Planning
- (10:23) - Actionable Steps for Business Growth
- (12:15) - Conclusion
Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co
Twitter - x.com/littlefishcpa
More About Little Fish Accounting
Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.
Follow Little Fish Accounting at instagram.com/littlefishaccounting
Creators and Guests
Host
Keila Hill-Trawick, CPA, MBA
Helping entrepreneurs create and maintain the business they want | Building to Enough | LinkedIn Top Voice | Intuit Partner Council | Accounting Firm Owner
