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:
Shaily Hakimian: Being Unforgettable To Your Network
Clint White: How To Rebuild Your Brand
Jason Snider: Remote Team Building & Leadership
Li Hayes: Using Speaking to Grow Your Business
Silvia Guardado: Working with the Latinix/Immigrant Community
Louie Prosperi & Michael Palmer: Successful Bookkeeper Summit
Penny Breslin: Outsourcing Accounting and Bookkeeping
Rachel Siegel: How To Be A Master Networker
Debra Cassera & Sabrina Pelech: Profit First for Chiropractors
Brian Thompson: Raising Prices
Ian Robinson: Building A Culture Of Expertise Through Custom Software
Tom Wheelwright: 7 Investments the Government Will Pay You to Make
Joshua & Ashlee Latimer: The Kid WarPlan Journal
Dan Romance & Tom Gibson: Tax Savings, Documentation, Wealth Acceleration
David Cristello: Growing Your Firm
Mickie Kennedy: Press Release Marketing
Tuesday P Brooks: Building Capacity as a Microenterprise
Dr. David Phelps: Freedom Founders - Own Your Freedom
Ronit Enos: Profit First for Salons
Tara Newman: Dark Part of Business
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