Budgeting the Right Way: Build Your Budget from the Bottom Up

In this episode of Financially Fit Business, I cover part six of the seven steps to financial fitness: budgeting. I explain why traditional top-down budgeting often leads to disappointment and how building your budget from the bottom up, starting with your unit of revenue, creates a clearer and more realistic financial plan. I also share how I use budget-versus-actual tracking to guide decisions throughout the year, not just review numbers after the fact.

Listen To My Other Podcast Episodes

How AI Is Changing Billable Hours for Accounting Firms

AI can turn 40 hours of routine accounting work into minutes. I look at what that means for pricing, profitability, clients, and your team.

CPA Billable Hours and Productivity Ratio Explained

More billable hours don’t always mean a healthier CPA firm. I look at the numbers that show whether your team’s time is really supporting profitability.

How CPA Firms Can Show Up in AI Search

Kay Miller explains how CPAs can define their “moose,” target better prospects, choose the right marketing channels, and stay memorable when clients are ready to buy.

How CPA Firms Can Show Up in AI Search

AI may now sit between a referral and a new client. Today, I talk with Cassie Eagley about how CPA firms can show up clearly and get recommended.

How to Find Financial Advisory Clients and Help Them Say Yes

The right advisory clients may be closer than you think. This week, I’m showing you how to use niches, referrals, and financial graphs to start better conversations.