Brooke Lively: Running a Business by the Numbers and Fractional CFO Services

Full Episode Page : Brooke Lively: Running a Business by the Numbers and Fractional CFO Services

Episode Summary: In this episode, Brooke Lively, founder and CFO of CathCap, joins Nick Berry to share her journey of rebuilding after losing 94% of her revenue by firing her largest client. She delves into her six key numbers methodology, which helps business owners manage and grow their businesses strategically. Brooke discusses how the Entrepreneurial Operating System (EOS) can accelerate business growth and explains her Rule of Thirds approach for managing finances. Listeners will gain actionable insights into overcoming financial struggles, aligning values with business goals, and leveraging metrics for sustainable growth.

Takeaways:

How to recover after losing a major client and rebuild stronger.The Rule of Thirds method for managing small business finances.Six essential numbers for tracking and scaling business growth.Using EOS to turn business challenges into growth opportunities.

Links:

Brooke Lively Official WebsiteCathCap's Official WebsiteBrooke Lively on LinkedInCathCap on LinkedInBrooke's Book: From Panic to Profit

Chapters

00:00 Firing a Major Client
05:26 Growing a Fractional CFO Business
10:12 Learning to Sell Fractional CFO Services
18:13 Running a Business by the Numbers
22:04 Delegation
26:06 The Six Key Numbers in Business
33:50 EOS Driving Small Business Growth

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The Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.

Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.

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