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Cash Flow Management

Merushka Chetty

Scott Geller – The Staffing Business Cash Flow Death Trap (And How to Escape)

In this episode, James Kennedy sits down with Scott Geller, CEO of Path Predict LLC and fractional CFO, to unpack the nuts and bolts of running and scaling staffing firms. Scott explains why staffing is really two sales pipelines (candidates and clients), how cash flow can get crushed by weekly payrolls and 30–90 day receivables, and the practical levers owners can pull – pricing, margins, funding – to stay liquid and grow. He also shares a venture story: guiding a COVID-era sports-tech startup past a so-so VC offer to a stronger strategic exit by building runway, discipline, and options.

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Merushka Chetty

Eamon O’Sullivan – How This Accountant 5X’d His Business Valuation

James Kennedy welcomes back Eamon O’Sullivan, partner at OSA McQuillan, to unpack how he transformed a traditional, deadline-driven accounting practice into a “service-as-a-subscription” model. Eamon shares the playbook: moving from feast-or-famine annual work to predictable monthly revenue, switching referrals to marketing-led growth, going remote, and the billing tech that makes it hum. If you run a professional services firm (accounting, legal, fractional CFO, consulting), this one’s a blueprint for a calmer business with better margins.

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Merushka Chetty

Alison Carnie – The Bookkeeping Method That’s Taking Over Small Business

James Kennedy sits down with Alison Carnie, founder of Domino Bookkeeping, to demystify Profit First for real-estate businesses – and how pairing the method with Relay can make cash management simple, visual, and disciplined. From flipping vs. buy-and-hold accounting to multi-account cash allocation, Alison shares the practical playbook she uses with clients (and why her psychology background makes her a better numbers partner).

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Merushka Chetty

Ryan Chenier – The MBA Secret Most Business Owners Miss 

In this episode of The Gross Profit Podcast, James Kennedy sits down with Winnipeg-based Fractional CFO Ryan Chenier to explore how strategic financial leadership can transform a business. Ryan shares his journey from an MBA graduate to building his own dream CFO practice, and why podcasting has become an unexpected yet powerful business development tool. He explains how a process-driven approach and a focus on ROI – both in time and money – can help owners make smarter, faster decisions.

Ryan also walks through two compelling client case studies: guiding an electrical services company from startup to a lucrative sale, and helping a high-growth business overcome cash flow challenges with three-way budgeting and bank financing. From aligning teams around enterprise value to knowing when to pivot a strategy, Ryan’s insights offer practical lessons for any entrepreneur aiming to grow, scale, or exit with confidence.

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Merushka Chetty

Scott Clements – The Outsourcing Secret NOBODY is Talking About!

James Kennedy welcomes Scott Clements, co-founder of Park Financial LLC and seasoned fractional CFO, to explore how he’s built a coast-to-coast advisory practice using online tools, joint ventures and strategic partnerships. Drawing on his unique journey – from EY auditor to high-school math teacher and back into finance – Scott reveals how he leverages technology and referral networks to serve clients nationwide. He also shares the systems he uses to manage feast-or-famine cash flows, balance in-house versus outsourced talent, and position his firm for steady, sustainable growth.

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Merushka Chetty

Aaron Mills – The Transparency Secret to 3X Growth!

This week James sits down with Aaron Mills, founder and CEO of Daaxit, to discuss the realities of running a profitable construction business – and how the right financial strategy can be the difference between barely surviving and scaling with confidence.
Aaron shares his journey from 20 years in the construction industry to founding his own successful fractional CFO firm. Together, they dig into smart pricing strategies, incentivizing field teams, and how he helped one business owner go from burnout to working just one day a week.
Stick around to the end to hear Aaron’s surprisingly controversial business hero pick – and why it inspires him to push further every day.

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Merushka Chetty

Jamie Odegaard – The Dark Truth about Buying Businesses

This week James sits down with Jamie Odegaard, founder of Aardvark, to unpack what he calls an “inflationary war story” – from swinging a shovel in high-end construction to launching a thriving fractional CFO firm.
They explore Jamie’s unconventional journey, how he navigated a failed acquisition, the harsh realities of private equity partnerships, and how his firm helps small creative and service businesses build real financial health.
Jamie also shares his thoughts on popular business influencers, the value of gross margin clarity, and why invoicing on time might be the most underrated financial lever of all.

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Merushka Chetty

Sarah Philabaum – Why Most Coffee Shops Fail – (And How to Beat the Odds)

Today, James sits down with Sarah Philabaum from BuildYourBooks.com.
They dive into the financial ins and outs of running a successful coffee shop, from managing cash flow to navigating tricky budgeting decisions. Sarah shares her journey in supporting small business owners through bookkeeping and CFO services, and offers practical advice backed by real-world experience.
Don’t miss Sarah’s exclusive cash flow spreadsheet – created just for podcast listeners – and her game-changing insights for coffee shop owners looking to thrive in a competitive market!

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