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SMB Finance

Merushka Chetty

Tiffany Vogel – The 3-Year Plan to Build and SELL a CFO Empire!

This week James sits down with Tiffany Vogel, founder of Insight CFO Services, to explore what it means to build a scalable, values-driven fractional CFO firm from the ground up. Tiffany shares her unconventional decision to take on debt and build a team from day one – defying the typical solo CFO path.
They dive into her background in healthcare analytics, her real estate investing success, and how those experiences shaped her approach to financial leadership. Tiffany also talks candidly about setting boundaries, managing burnout, and keeping her mission at the center of everything she builds.
Stick around to the end to hear how she’s planning retreats for founder transformation – and why every CFO should be thinking about their exit, too.

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Merushka Chetty

Hillel Steiner – This Israeli CFO Secret Could Double Your Profits

This week James sits down with Hillel Steiner, founder of ProfitUp Financials and a fractional CFO based in Israel, to discuss the surprising advantages of working with international finance talent. Together, they dive into the differences between U.S. and Israeli business cultures, what founders often get wrong about funding, and how having a strong financial strategy can be the difference between staying stuck and scaling up.
Hillel also walks through a real-life case study of a BI company stuck in a high-revenue, low-profit cycle – and how he helped them transform by refocusing their service model and aligning their team more efficiently.
Stick around to the end for a massive bonus offer from Hillel that’s perfect for growing service-based companies.

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Merushka Chetty

Patrick Arnold – 7M Sales, Zero Profit: The Fix 

This week James sits down with Patrick Arnold, Director of Client Advisory Services at Elliott Davis, to explore the power of Client Advisory Services (CAS) and its game-changing impact on business profitability. Patrick shares an engaging case study of how he helped a golf cart business in South Carolina go from stagnant growth to seven-figure annual distributions – all by optimizing inventory, restructuring financial processes, and leveraging technology for smarter decision-making.
They also dive into the role of CAS in modern accounting, the evolution of public accounting firms to include more strategic, forward-thinking advisory, and how business owners can unlock hidden cash flow by better managing working capital.

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