Say Yes To Profits Podcast

A billion-dollar company is now at the center of one of the biggest financial stories CEOs are talking about. I'm going to break down what happened to Uncle Nearest and, more importantly, the financial lessons every CEO should learn from CEO Fawn Weaver. During this live training, I'll discuss:

✔️ Why every CEO must maintain financial visibility, even with a CFO. ✔️ The mistake many CEOs make when hiring a CFO and how to avoid it...

Robert Kiyosaki, author of Rich Dad Poor Dad, says he’s $1.2 billion in debt. Is this a wealth-building strategy or a financial risk? There’s more behind that number than the headline suggests, including debt held collectively with real estate investment partners. In this episode of the Say Yes To Profits® Podcast, Dr. Octavia Conner explores what consulting firm CEOs can learn from this story about borrowing, cash fl...

What if losing your biggest client would actually make your consulting firm MORE profitable? That $20,000 a month client might look like your most valuable account. But behind those monthly payments could be rising delivery costs, endless revisions, and team hours eating away at your profit. And the longer you overlook those costs, the more money your firm could be leaving on the table. In this episode of the Say Yes To Profits...

Your next consultant could help you grow… or quietly become one of your firm’s most expensive profit leaks. The salary may fit the budget. The new contract may justify the hire. But what happens when the project is delayed, ends early, or doesn’t use as much of that consultant’s capacity as expected? That’s where consultant utilization becomes a financial issue, not just an operational metric. In th...

Your consulting firm can generate $3M a year and still struggle to make the cash feel predictable. Payroll feels too close. Tax payments disrupt your plans. A major client pays late, and suddenly you are moving money between accounts or questioning whether you can afford the next hire. In this episode, I break down why a profitable consulting firm can still feel cash-strapped, where the money may be getting stuck, and what your f...

Your consulting firm could be giving away thousands in unpaid work and calling it great client service. Scope creep may look harmless: one more meeting, another revision, an extra report, or a quick client request. But every additional deliverable requires payroll, time, and team capacity and when the fee stays the same, your profit margin can quietly disappear. In this episode of the Say Yes To Profits® Podcast, I break down how...

Your consulting firm can generate 7 figures in revenue and still leave you wondering, “Where is all the money going?” In this episode, I break down why growing revenue does not always mean growing profit or cash. I’ll explain how disappearing margins, cash flow gaps, unexpected taxes, and outdated financial systems can make a successful consulting firm feel broke, even when the business looks profitable on paper....

Could the entity you chose years ago be quietly increasing your tax bill? I see many CEOs treat an LLC, S Corporation, or C Corporation as a one-time decision. But as your revenue, profit, payroll, and goals change, the structure that once worked may no longer be the most tax-efficient choice. In this episode, I break down how each entity affects your taxes and why your strategy must evolve with your business. If your tax bill ke...

Successful CEOs Don't Guess. They Know Their Numbers. For Kelsey Stine, Founder & CEO of Vela Creative Co., everything changed when she stopped guessing and started leading her agency with financial clarity. That transformation came through her partnership with Say Yes To Profits®, and the impact was undeniable. "I feel more confident as a business owner." In this episode of the Say Yes To Profits® Podcast, Kelsey share...

Thinking about hiring a virtual CFO? Before you sign anything, I want to share the 10 questions every consulting firm CEO should ask before bringing a virtual CFO into their business.  In this episode, I break down what to look for, the common mistakes I see CEOs make during the hiring process, and why many are asking the wrong questions from the start. If you're considering hiring a virtual CFO or want to make sure you're ...

Is hiring a Virtual CFO the right move for your consulting firm, or could it become an expensive mistake?  Previously, Dr. Octavia Conner discussed the pros of hiring a Virtual CFO and how the right financial support can help consulting firm CEOs gain clarity, improve cash flow, strengthen profitability, and make smarter growth decisions. Now, in Part 2 of this two-part episode, she is discussing the cons of hiring a Virtual...

You hired the coaches, joined the masterminds, and worked hard to grow your consulting firm… so why does your bank account still not reflect the revenue coming in? Many consulting firm CEOs assume they need more sales or another business coach. But sometimes, the real issue is a lack of financial structure, cash flow visibility, and strategic financial guidance. In Part 1 of this two-part episode, Dr. Octavia Conner breaks...

Are you investing in the wrong expert? Most consulting firm CEOs assume every business problem requires more revenue and growth strategy, but sometimes what your business actually needs is financial structure, discipline, and data-driven leadership. In this episode, Dr. Octavia Conner breaks down the real difference between a business coach and a Virtual CFO so you can stop guessing and start investing in the right support for t...

How much does a CFO really cost? It is one of the most common questions I hear from consulting firm CEOs. The truth is, the cost of CFO services depends on the size of your business, the complexity of your finances, the level of support you need, and the experience of the CFO you hire. In this episode, I pull back the curtain on CFO pricing and explain what you are actually paying for when you invest in financial leadership. I ...

A consulting firm can hit record revenue and still be one unexpected expense away from financial pressure. The problem is not always sales, it is the invisible habits CEOs normalize that quietly destroy cash flow and profitability over time. In this episode, Dr. Octavia Conner breaks down the real reasons consulting firms leak money, how reactive growth decisions create financial instability, and what it takes to build a firm that...

If your marketing agency or consulting firm is generating 7-figures plus and cash still feels tight, this episode will challenge how you think about growth. In this episode, I explain why revenue is no longer your safety net at the one to ten million dollar level, how growth changes the way cash behaves, and why strong sales can still create financial pressure. I break down how financial visibility transforms decision-making by p...

Scaling your agency should increase freedom, not financial pressure. In this episode, I uncover why marketing agencies between $1M and $10M experience shrinking margins and tighter cash flow as they grow, and the three decisions that quietly create that strain. You will learn how to align hiring, delivery timelines, and fixed costs with real margin and cash timing so growth stops working against you. If you are ready to stop ...

Are you a founder of a marketing agency or consulting firm earning between $1M and $10M annually, yet cash still feels tight? In this episode, Dr. Octavia Conner explains the 5 clear signs that your agency needs a Virtual CFO. This is for founders who are growing but want predictable cash flow, stronger margins, and executive-level financial clarity. If revenue is strong but profit is inconsistent, this video is for you. We help...

As a marketing agency founder are you securing new clients and bigger retainers but your cash flow is still not improving? In this episode, I explain why revenue growth alone can leave your agency feeling busy but financially tight, and how hidden costs in pricing, delivery, and team expansion quietly erode profit. I break down the key decisions that protect margins, ensure predictable cash flow, and turn growth into sustainable ...