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Upleveling
Joy Lutz, CPA, CTP
24 episodes
1 week ago
Before you set bigger goals, you need to ask one important question: did last year actually work? In this episode, we explore why reflection is the missing link between recurring business problems and meaningful growth—and how answering three simple questions can bring clarity, alignment, and smarter decisions for the year ahead.
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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.
Before you set bigger goals, you need to ask one important question: did last year actually work? In this episode, we explore why reflection is the missing link between recurring business problems and meaningful growth—and how answering three simple questions can bring clarity, alignment, and smarter decisions for the year ahead.
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
Before you set bigger goals, you need to ask one important question: did last year actually work? In this episode, we explore why reflection is the missing link between recurring business problems and meaningful growth—and how answering three simple questions can bring clarity, alignment, and smarter decisions for the year ahead.