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Upleveling
Joy Lutz, CPA, CTP
25 episodes
2 weeks ago
In this episode, we’re calling out the bullsh*t we’re not taking into 2026. From winging our days and doing everything ourselves to tolerating bad clients, weak leadership, and unclear goals. This isn’t about New Year’s resolutions; it’s about raising standards, leading with intention, and making disciplined decisions that actually move the business forward. If you’re ready to stop playing small and start upleveling for real, this episode is for you.
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Entrepreneurship
Business
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All content for Upleveling is the property of Joy Lutz, CPA, CTP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode, we’re calling out the bullsh*t we’re not taking into 2026. From winging our days and doing everything ourselves to tolerating bad clients, weak leadership, and unclear goals. This isn’t about New Year’s resolutions; it’s about raising standards, leading with intention, and making disciplined decisions that actually move the business forward. If you’re ready to stop playing small and start upleveling for real, this episode is for you.
Show more...
Entrepreneurship
Business
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Think Like A CFO: How To Review Your Quarterly, and Plan For Growth
Upleveling
12 minutes
8 months ago
Think Like A CFO: How To Review Your Quarterly, and Plan For Growth
In this episode, Joy breaks down what it means to think like a CFO and how to bring that mindset into your business planning. She walks through how to thoughtfully reflect on the past quarter—what worked, what didn’t, and what you can learn from it—to make smart, forward-thinking decisions. You'll hear how to shift from being a reactive business owner to a proactive one by identifying problems early, creating intentional strategies to address them, and building in time for reflection. J...
Upleveling
In this episode, we’re calling out the bullsh*t we’re not taking into 2026. From winging our days and doing everything ourselves to tolerating bad clients, weak leadership, and unclear goals. This isn’t about New Year’s resolutions; it’s about raising standards, leading with intention, and making disciplined decisions that actually move the business forward. If you’re ready to stop playing small and start upleveling for real, this episode is for you.