Show Summary
On today's episode of the Grow My Accounting Practice Podcast, we're joined by Lori Mercaldi, owner of Financial Tally. Lori discusses her business transition to advisory services, highlighting the intrinsic value it brings to both clients and the overall trajectory of Financial Tally. She challenges the perception that one can be "too old" to pivot in business, sharing her own journey as a testament to the transformative power of embracing change.
Lori delves into the implementation of the Profit First methodology, outlining its benefits for her business and its pivotal role in fostering financial health for her clients. This strategic financial approach becomes a cornerstone of her advisory services, emphasizing sustainable growth and prosperity.
Beyond business strategy, Lori shares insights into rebranding efforts through effective networking and marketing, with a focus on leveraging LinkedIn for authentic connections. She also discusses the art of designing a "work optional" lifestyle for herself and her clients, offering practical guidance on shaping businesses that align with desired lifestyles, emphasizing flexibility and balance. Tune in for Lori Mercaldi's inspiring journey, filled with valuable insights for entrepreneurs looking to transform their businesses and lives.
Website:
https://financialtally.com/
LinkedIn:
https://www.linkedin.com/in/lorimercaldi/
Corporate Partner:
Hope Blankenship: Small Business Growth and Entrepreneurial Story
Stacey Seguin: Redefining Rules in Life
Dan Richards: PracticeWIN
Stacy Herman Lang: Acquiring a Book of Business
Val Duvick: Bringing Profit to the Creative Space
Melissa Lynn Miranda, CPA: 2023 Top 50 Woodard Accounting Firm
Nicole Bendig-Lamb: Baking Your Way To The Top: How to Start & Grow Your Own Home-Based Baking Business
John Drawdy & Kristen Griffin: Profit First in a Larger Business
Judie McCarthy: Process Documentation and Workflow Development For Your Practice
Lou Clarke: The Energetics of Money
Cheri D. Andrews, Esq: Legal Aspects of Running a Business Properly
David Cristello: Recurring Client Management (RCM) System for Accounting Firm Owners
Donna Leyens: Business Growth Coaching
Chris Burns: Why Choosing the Right Cybersecurity Partner Is Your Biggest Business Decision for 2024
John Briggs: 3.3 Rule
James Masotti: First 90 Days of Buying a Bookkeeping Business
Alison Lukin: Officially Social Content Calendars
Laurence Whittam: Optimizing Outsourcing/Offshoring
Fady Hawatmeh: Use of AI in Accounting and Finance
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