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 CPAs Can Build a Better Relationship With AI

AI can feel overwhelming at first. I talk with Rudy Pokorny about how CPAs can get comfortable, ask better questions, and start using AI with confidence.

AI Is Changing Accounting Faster Than Expected

I came home from AICPA Engage and Scaling New Heights with a clear message: AI is changing accounting faster than many firms realize.

The AI Audit Revolution: Less Grunt Work, More Trust

This week, I talk with Steven Figner about using secure AI agents to reduce repetitive audit work while keeping experienced professionals involved in the final review.

Why Business Owners Struggle to Delegate and How to Fix It

Delegation gets easier when owners improve trust, communication, and consistency. Skye Waterson shares practical ways to let go without micromanaging.

Tax Planning Strategies Business Owners Can Use Now

This week, Mike Milligan shares practical tax planning ideas CPAs can discuss with clients before year-end decisions are already behind them