In this week’s episode, I sat down with Dan DeGolier, CEO of Ascent CFO Solutions, to dig into the world of metrics, and how small businesses can start to think about this subject.

Some of the highlights from our conversation included:

✅ Why “cash is king” still matters – regardless of your growth stage.
✅ The biggest mistake small businesses make with dashboards – think noise vs. insight!
✅ How to make KPIs work best across teams – tip: link them to bonus schemes.
✅ The difference between tracking leads... and tracking the right ones.
✅ Power BI vs Excel – when to upgrade and when to keep it simple.

If you’ve ever looked at a spreadsheet and didn’t know where to start, then this one’s for you.

Business Book Bonus:

Traction: Get a Grip on Your Business: 

https://amzn.eu/d/8Mlexvz

Blue Ocean Strategy: How To Create Uncontested Market Space And Make The Competition Irrelevant:

https://amzn.eu/d/hOKTFT7

This week, I had the pleasure of sitting down with Mark Jenkins, CEO of The Gap, a platform to help accountants, CFOs, and advisors turn their expertise into scalable value-driven services.

Some of my personal highlights from the conversation include:

✅ Why clients struggle to see your worth.

✅ The sweet spot between “art and science” when selling services.

✅ The importance of systemising delivery with repeatable frameworks.

✅ Tools to turn advisory chats into valuable and commercial outcomes.

✅ And why “efficiency ≠ profit”—unless you reinvest that time intentionally.

This one's packed with insights for anyone selling services, especially if you’ve ever found yourself thinking, “I know I added value... but did I explain it well enough?”

Business Book Bonus Section:

The Grapes of Wrath: https://amzn.eu/d/4SCeJHp

What Got You Here Won't Get You There: https://amzn.eu/d/3n48q3K

This week, I had the pleasure of sitting down with @Gerri Phillips, Co-Founder and Chief Experience Officer of @Cue Gravity - a company that’s built its niche helping retailers tell their story successfully by blending the physical and the digital.

While Cue Gravity is already working with top-tier brands across the U.S. Gerri is now leading the U.K. charge, focusing on bringing that U.S.. experience and success to the UK.

🌟 Some of the most interesting parts of our conversation were:

✅ Why UK businesses are more sceptical of tech innovation than the U.S. 

✅ How content, technology, and storytelling combine to drive retail performance.

✅ What Gerri’s learned about building a support network when you’re starting out.

✅ What it’s like launching in a new country with no team, no pipeline, and no profile. 

✅ Why “tech for tech’s sake” is a problem, and how to avoid it with a strategy-first approach 

This week, I had a fascinating conversation with @Rajeev Nandan, founder and CEO of @Pierian, about the evolution of Marketing technology and the impact of AI on digital marketing strategies.

We covered:

✅ The move from traditional marketing to AI-driven, data-led strategies.
✅ The transition from a consulting business model to a scalable SaaS offering.
✅ The financial metrics that drive e-commerce success and sustainable growth.
✅ How businesses, big and small, can use AI to improve customer acquisition and retention.
✅ The importance of balancing creativity and data in a world increasingly shaped by automation.

This week, I sat down with @Alistair Roman, Founder and Managing Partner of @Cost Optimisation Consultancy, to explore cost optimisation for small businesses and discuss how you can reduce costs in your business sustainably.

We discuss the model that Alistair has developed - the cost transformation maturity map - why most businesses fail to retain cost savings, and explore how SMEs can build cost efficiency into their company culture.

🌟 Some of my favourite parts from our conversation:

✅ How Alistair helped John Lewis drive major cost efficiencies - and what smaller businesses can learn from it.

✅ Understanding the difference between cost optimisation and cost savings and why one is more sustainable.
 ✅Why Finance Teams must be front and centre leading cost optimisation efforts, regardless of their size. 
 ✅ How cost optimisation fuels growth rather than just being a defensive strategy.
 ✅ How SMEs can leverage technology to streamline finance and operations.
 
 ACCA Scale Up Success Article: https://www.accaglobal.com/content/dam/ACCA_Global/professional-insights/Scale-up/pi-scale-up-success-SMEs.pdf

Alistair Roman Contact Details:

• LinkedIn: https://www.linkedin.com/in/alistairroman/
• Website:  https://www.costoptimisationconsultancy.com

This week, I had a fascinating conversation with St John Dalgleish, CEO of Perlon AI, about the reality of building AI-driven solutions that actually deliver results.

We explored how Perlon AI went from consulting to product, the challenges of scaling AI in diverse industries, and what the future holds for businesses using AI.

🌟 Some of my favourite parts of our discussion:

✅ Custom AI at scale: The challenges of tailoring AI models across 15 different industries while staying efficient.
✅ From consulting to SaaS: How Perlon AI transitioned from strategy consulting to a scalable AI product.
✅ AI adoption & scepticism: How businesses are embracing AI—and the fears they still have.
✅ The AI future: Where AI is heading in 2025 and how businesses should prepare.

Business Book Bonus:

https://www.hubspot.com/startups/podcast

https://mistral.vc/the-product-market-fit-show/

https://www.saastr.com/podcasts/

The Road to Conscious Machines by Michael Woolridge: https://amzn.eu/d/07iIzKN

James by Percival Everett: https://amzn.eu/d/gCDVYb2

On this one I had the pleasure of speaking with Paul Sherratt, founder and CEO of gloveglu – an innovative brand that’s reshaped the goalkeeping product category with products sold in 55 countries and over 1.1m followers on social media.

This conversation was a real lesson to me in entrepreneurial courage, strategic pivots, and turning challenges like Brexit and COVID into opportunities for growth. 

Paul’s journey from a corporate career to creating a globally recognised brand is inspiring, and definitely a great conversation to start the new year with.

🌟 Some of my highlights from our discussion were:

✅ Leap of faith: How Paul managed the risk of starting again at 50, remortgaging his house to go all in on gloveglu.
✅ Turning obstacles into opportunities: How Brexit and COVID shaped his business strategy.
✅ Category creation: Building a market where none existed and the benefits of becoming the “category king” in a niche category.
✅ Scaling smartly: Leveraging existing B2B relationships before pivoting to a successful B2C model.
✅ R&D insights: The role that product development played, and how Paul used quiet periods to innovate and stay ahead of the competition.

Paul’s story is packed with lessons for anyone looking to scale a business, navigate uncertain times, or simply turn a great idea into reality.

On this one I was delighted to be joined by Erika Robinson, the UK General Manager of Constant Contact, a leading platform for small business marketing solutions.

This was a cracking conversation with Erika where we had a wide ranging chat discussing AI tools, career pivots, lean team leadership and some tips on how small businesses can give themselves the best chance of achieving those big ambitions.

🌟 Some of the most interesting parts of our conversation were:

✅Risk vs. reward: How to assess the financial and personal risks of a career pivot.
✅Emerging tools: The newest AI-powered tools and technologies transforming small business marketing.
✅Cultural alignment: Balancing a US company ethos with the expectations of UK customers and stakeholders.
✅Future-proofing your career: Staying adaptable and continually learning to navigate evolving career landscapes.
✅Lean team leadership: Scaling operations with a small team and external support while maintaining effectiveness.
✅Market differences: Understanding and adapting to the specific needs of UK small businesses compared to the US market.
✅Transitioning mid-career: Key differences between the corporate, entrepreneurial, and startup environments that shaped Erika’s leadership style.

A sneak peek for you here below with Erika giving some words of advice on how small businesses should start thinking about and experimenting with AI.

On this one I was delighted to be joined by Lizzie Allen Phillips, the founder of IWant2Network, who is on a mission to become London's number one premium business networking organization with her networking group, IWant2Network.

This was a fascinating conversation with Lizzie where we discussed the power of networking for financial success.

🌟 Some of the most interesting parts of our conversation were:

✅Common networking mistakes and how to avoid them;
✅Addressing imposter syndrome and other common networking fears;
✅Cost-effective networking strategies for start-ups and small businesses; 
✅Managing follow-ups and maintaining meaningful connections over time;
✅Turning networking connections into long term collaborations or partnerships; 
✅How to identify and approach the right networking opportunities for small businesses.

Business Book Bonus:

Zero to 100: The Gold Standard of Global Networking - https://amzn.eu/d/cYgOrjj
We Can All Make It - https://amzn.eu/d/3efQ8sj

On this one I was delighted to be joined by Francesca Hodgson, MBA, the successful entrepreneur and Founder of We are Ambition, a business consultancy offering fractional leadership, growth services, mentoring and coaching.

This was a fascinating conversation with Francesca where we explored the need for clarity of mind, as it relates to the entrepreneurial journey.

🌟 Some of the most interesting parts of our conversation were:
✅The power of authenticity, how it helps build confidence, and acts like a rocket ship for motivation;
✅The work that Francesca has been doing around the promoting of mental resilience as a positive tool to achieve your goals.
✅How everything is fighting for our attention and clarity of mind allows you to engage and articulate what it is that you're doing;
✅That it all starts with values and taking time to understand what matters to you and in what order, can really help inform why we do what we do;
✅Why coaching and mentoring combined can be such a powerful way to help people understand what is important to them and what to prioritise to execute their vision;

Business Book Bonus:

Shoe Dog: A Memoir by the Creator of NIKE:  https://amzn.eu/d/4l3ZZOM
Trillion Dollar Coach: https://amzn.eu/d/5WEHeVS

On this one I was very pleased to be joined by @Jon Reay and @Tim Seddon, the Co-Founders OF @Room 42, a start-up that facilitates effective change and innovation through the use of Design Thinking based programmes, to help businesses tackle the most challenging of live business problems.

I really enjoyed this conversation with Jon and Tim where we dived into how they went on the journey to start Room 42 and specifically how they have seen Design Thinking used to improve Financial Performance.

🌟 Some of my favourite parts of our conversation were:

✅ How, if you can break up and disrupt day to day thinking, it provides the opportunity to inspire different interactions that can be the key to unlocking new thinking and ideas;

✅ How, if you get the right direction of travel, with a small team, Design Thinking can offer opportunities for small businesses to leapfrog larger competitors;

✅ Having a CFO or Finance professional within any change management program from the outset is really critical to help projects succeed more quickly;

✅ Their experience of imposing change top down, leads to a demotivated business that's struggling to adapt to change, while engaging with everyone leads to a much more highly motivated and agile business;

✅ How one of my favourite books, Douglas Adams, The Hitchhikers Guide to the Galaxy helped inform both their company name and their approach to business.

On this one I was very pleased to be joined by Emilia De Stasio, CFA, the Founder & COO at Artscapy, the wealth management platform dedicated to art collecting.

I really enjoyed this conversation with Emilia where we explored her background in Finance, her love of Art and her journey over the past 4 years as she has co-founded Artscapy, a platform dedicated to the needs of art collectors.

🌟 A flavour of some of my favourite parts of our conversation:
✅ Emilia’s personal passion for art and its importance to her both in terms of its mental wellbeing effects and her desire and mission supporting this aspect of society;
✅ How, contemporary art provides both some of the best performing returns in the passion asset space along with real downside protection;
✅ How Emilia’s banking background has informed her approach to valuing art and the approach that they are taking at Artscapy;
✅ The marrying of the technology with the Advisory service that a higher value wealth management service demands;
✅ The benefits Emilia has found in having a strong network of mentors and peers to share ideas around the challenges in scaling the business.

Business Book Bonus Recommendation - Let My People Go Surfing by Yvonne Chouinard: https://amzn.eu/d/ivgkRRA

Click the link below for the Limited time 2 for 1 offer mentioned on the pod: 

Life Ready Pathway

In this first episode of the new season, I’m thrilled to be joined by Suke Ridler, the CEO and founder of My LifeJars, a company that assists in organising documents and passwords to access during life and after death. 

In this conversation, Suke and I discuss her journey from acoustic engineer through to winemaker, sheep breeder, and then on to becoming a start up founder.

🌟 Some of my favourite parts of our conversation were:
✅Suke’s inspiration taken from her near death experience that had a profound effect on her and led to her initial designs of My LifeJars to ensure that no one had to suffer through the same experience she went through;
✅The need for a roadmap so that everyone can get what they need to keep the business going on a day-to-day basis and in terms of if something happened in an emergency;
✅How running your business is a bit like driving a car and if something were to happen to you how to ensure, if someone else has to take the wheel they are not without a GPS!;
✅How Suke’s experiences led to her realising the need to go with the flow around having to intermingle personal and business life;
✅The first step mindset, and how in life we just have to be prepared to take that step and then see how the path opens up.

A sneak peek for you below with Suke explaining why data protection and organisation are so important for small businesses today.

An insight into Suke’s fascinating life story and her personal mission to launch a company that is doing important work for Solopreneurs and Small Businesses Owners.

I was delighted to be joined by @Alice Olins, Career Expert, Coach and Trainer, and the Founder of the @Step Up Club, an organisation that works with individuals and teams to help them fulfill potential, navigate and embrace change.

This was an impactful conversation with Alice where we explored change and how small businesses can best navigate it.

🌟 Some of the most interesting elements were:

✅How, leadership through communication and openness is such an important part of successful change;

✅The importance of having a deep understanding of the stakeholders or the people involved in any change;

✅During times of change, be the Leader where people follow your vision, not because you're telling them to, but because they really believe in you as a person;

✅The value of appointing change agents within the company to help activate change and mitigate some of the barriers that inevitably come up through the process;

✅The importance of making sure there are points in the timeline where you stop, measure and articulate where you are at in the lifecycle of the project to maintain the impetus.

I was very pleased to be joined by @Russell Rich, one of the senior partners at @Lubbock Fine, a leading firm of chartered accountants and tax advisors, where Russell heads up the sports, media and entertainment desk.

I really enjoyed this conversation with Russell where we explored a situation familiar with many these days, noticeably some considerations when starting up a business as a second career.

🌟 Some of the most interesting elements were:

✅ How, when externally financing, Investors will want you to have some skin in the game;

✅ How as an entrepreneur, you've got to focus on working in the business and on the business at the same time;

✅ How forecasting and mapping out a business plan is key - to the point that you do best case, mid case and worst case scenarios;

✅ The need to generate sufficient income and importantly cash flow to cover all those benefits that were previously paid by your employer.;

✅ The need for good accounting at the start because otherwise it doesn't matter how great the opportunity is or the business model, those things will fail.

In this one, I'm excited to be joined by Chris Cummings, the Group CEO and Founder of Wellbeing at Work World, an organisation on a mission to make wellbeing a strategic priority for every business.

I really enjoyed this conversation with fellow Centaur Media Plc alumni Chris, discussing his journey over the past 10 years, inspired by personal circumstances, to fly the flag for the importance of wellbeing at work.

🌟 Some of the most interesting elements were:
✅The impact that true wellbeing can have on a business if leadership takes it seriously and its embedded into the culture;
✅How the integral parts of wellbeing are free - inclusive culture, authentic leadership and being a decent person don’t have to cost anything;
✅The effect that COVID had on this area, as it became a topic that was at the front of everyone's minds, and the challenge to ensure we build on the progress made;
✅Chris’ advice to have a forum where you listen to your employees and if there is a clear trend that many employees are saying to you, act on that and move forward with it;
✅And Chris’ belief, based on global trends that further UK legislation may be imminent, so the importance of embracing and being part of it so we can develop legislation that works for small business.

In this one, I'm delighted to be joined by Helen Cox, a Chartered Marketer, and Founder of Helen Cox Marketing, a marketing consultancy specialising in advising professional service firms on their marketing and business development.

In our wide ranging conversation, Helen and I cover all that you need to know about the benefits of effective marketing plans for small business owners.

🌟 Some of my favourite parts were:
✅ Understanding Helen’s marketing planning framework – specifically the six key elements of her planning wheel;
✅ How to marry a Client’s financial and business objectives and ensure that there is an alignment between the two;
✅ How we get very focused on the minute detail but don’t strategically think about why we're doing what we’re doing;
✅ Why it’s vital to ensure that marketing plans are an agile piece of work, iterations throughout the year, rather than an unchanging document;
✅ How to do client competitor analysis to understand how they position themselves, what services they're promoting, how they talk to their clients.

Business Book Bonus Section:

The Digital Marketing Podcast: https://podcasts.apple.com/gb/podcast/the-digital-marketing-podcast/id373596600

In this one, I'm delighted to be joined by @Wenceslyne Ong, the Founder of @Elite LVL, a business operations consulting firm with a world-class customer onboarding and continuous improvement framework, helping cost conscious businesses scale. 

In this broad ranging conversation, Wenceslyne and I cover all that you need to know about having a strategic and mindful approach to staff onboarding in small and growing businesses.

🌟 Some of my favourite parts were:

✅ How the experience at companies such as Google and Fed Ex inspired Elite’s onboarding mindset;

✅ Why small companies should focus on experience to compete with the larger multinationals;

✅ How onboarding is part of an holistic approach to treating employees in the right way;

✅ How the employee’s individual culture should be considered when onboarding;

✅ Why having a great onboarding program increases staff retention by 82%.

In this episode, I’m thrilled to be joined by Chris Lang, the Founder of Flash Partners Limited, a company that provides in-sourced finance functions for small and medium sized companies in the marketing communications industry. 

In this conversation, Chris and I explore what new founders and startups need to consider from a finance perspective and provide some tips and tricks that startups and small businesses need to consider around finance.

🌟 Some of my favourite parts were:

✅ Chris’ mantra that cash is king and how it is the unexpected bill that can often be a company’s downfall;

✅ How running both a 12-week and an annual cash flow forecast will help to manage those short and longer term cash flow bumps in the road;

✅ The signalling that HMRC are making that Corporation Tax will be coming payable more frequently than the current annual payment dates;

✅ How it is the company stage in its life and growth cycle that determines the complexity of a business’s systems, processes and management reporting;

✅ The importance and need for timesheets as soon as you have people employed to work on client work, so you understand what is going into what you are selling 

Business Book Bonus: https://mooreks.co.uk/annual-survey/

In this first episode of the new season, I’m thrilled to be joined by Lewis Turek, the General Manager of North America at GoCardless, a payment company that allows a simple, secure way to get paid, without the chasing stress or expensive fees. 

In this conversation, Lewis and I discuss his journey from IBM Intern, through to setting up Uber for Business in the UK and dive into his current experience as an English ex pat, leading GoCardless expansion into the U.S.

🌟 Some of my favourite parts were:

✅Lewis’ experience of starting in a new country “as an absolute zero and as a nobody” (referring to his credit history!), and the challenges of building that up with no track record in the U.S.;
✅How U.S businesses manage the data protections and controls around customer bank details – Lewis provides an anecdote on business attitudes that you won’t want to miss;
✅How, on the B2C side, we are seeing a downwards trend in credit card spend as Millennials and Gen Z have chosen an alternative route and are less comfortable with debt.;
✅How as a graduate trainee Lewis was up into the wee hours trying to work out how best to present to his bosses and the life lessons gained from that experience;
✅The differences in the way B2B payments are made in America – over 20% of B2B payments are still made by paper checks!

In this episode, I’m thrilled to be joined by @Manny Skevofilax, the Owner of @Portal CFO Consulting a consultancy that Manny has been operating for over 20 years with a mission to help business owners make more money by successfully navigating the challenges of growing their businesses profitably. 

In this conversation, my first with another fractional CFO, the tables are turned and Manny and I discuss his journey from restaurateur, through to Corporate Banker and now to Fractional CFO.

🌟 Some of my favourite parts were:

✅ Manny’s family background and how his parent’s experiences helped shape Manny’s own professional journey;

✅ How Manny’s first career as a restaurateur helped shape his views on cash and subsequent advice as a Fractional CFO;

✅ The importance and grounding that continuous learning provided Manny – most notably how to think about credit risk and analyse a financial statement;

✅ On the contrary though, how successful billionaire business owners dismissed complex financial calculations and relied on simplicity to keep everyone rowing in the same direction;

✅ How small business owners can be resistant to change but through gentle education and helping clients improve their profits, Manny has been able to work with some clients for upwards of 20 years.

Business Book Bonus:  Million Dollar Consulting, Alan Weiss

https://www.amazon.co.uk/Million-Dollar-Consulting-Alan-Weiss/dp/0071622101

In this one I had the pleasure of chatting with Dave Parry, the Managing Director at Wellmeadow Ltd, a consultancy that helps businesses that need non-exec support, process transformation or support with lead generation.

Dave and I had a wide ranging discussion, looking at how small businesses set their vision and strategies, how they live up to those and ensure the entire organisation stays on track. 

We looked at some of the specific challenges of hybrid working, with Dave’s experience of chairing thousands of Board Meetings providing interesting insight to the In Office vs. Remote discussion many of us are having. 

Dave then shares some excellent rules around hosting an effective meeting as well as a well thought through marketing workflow that they support their clients with at Wellmeadow.

If you are looking for clarity around Operations, Corporate Governance and Marketing, Dave’s clear thinking and straightforward approach to business is refreshing and this episode is a must for you.

Business Book Bonus: 
Harvard Business Review  -  https://hbr.org/
Management Today  - https://www.managementtoday.co.uk/ 
SME Growth Podcast - https://www.smegrowthpodcast.com/

In this episode, I’m thrilled to be joined by @David Adderson, the co-founder of @Youtopia, a premium cloud accounting service that helps simplify your finance department..

In this conversation, David and I explore how we can integrate technology into your client's workflows as an accountant and how to help make their finance operations simpler and more streamlined.

🌟 Some of my favourite parts were:

✅ How David’s holistic early career experience outside of accounts helped his view of using tech efficiently;

✅ How AI is shaping the accounting landscape not currently as Artificial intelligence but more as Automation Intelligence

✅ The shiny toy syndrome and the need to ensure you are fully utilising existing software rather than just bringing in more toys;

✅ How it is mindset management with the Finance Department or Business Owner that is the hardest part of introducing new technologies;

✅ How David trials new tools to ensure that any new tech is rolled out only if it makes life markedly better either on the Client or Youtopia’s workflows.

 Business Book Bonus Section:

·       Eat That Frog - Brian Tracy - https://amzn.eu/d/aFbR8UF

·       The Diary of a CEO Podcast - https://stevenbartlett.com/the-diary-of-a-ceo-podcast/

·       Lewis Morgan Podcast - https://www.lewismorganpodcast.com/

·       The ups and downs of a small business owner Podcast - https://www.youtopia.co.uk/podcast

In this episode, I’m thrilled to be joined by @Rachael Ager, the Client Services Director at Brunswick Creative, the creative arm of Brunswick group, where Rachael leads the account management team working across offices in Europe, North America, Asia, and the Gulf. 

In this conversation, Rachael and I explore how agency finance teams can best empower and support account management and in turn their clients.

🌟 Some of my favourite parts were:

✅ How Rachael sees the role of finance as a vital second pair of eyes within the business;

✅ The challenges of working in a Creative agency and managing overspends to ensure client satisfaction;

✅ The management of projects and ensuring that as a global agency international clients are supported in a consistent way;

✅ How Brunswick Creative use regular finance surgeries as ways to provide visibility to Account Management on project progress;

✅ How education of the team on the direct link between timesheets, estimates and invoicing improves timesheet completion rates.

Business Book Bonus - Belonging: The Ancient Code of Togetherness by Owen Eastwood -  https://amzn.eu/d/cLr4TFZ

In this episode, I’m thrilled to be joined by Richard Hadler, an Angel Investor, experienced executive and Co-Founder of Founders Capital, an investment community dedicated to helping founders raise investment from other founders and start up experts.

In this conversation, Rich and I explore the world of finance for founders – and understand what investors are looking for in the companies that they invest in.
 
🌟 Some of my favourite parts were:
✅ The financial and non-financial metrics that Rich as an Investor considers before investing;
✅ The role that Founders Capital and its community play in the companies they invest in;
✅ How Angel Investors are evaluating the potential exit strategies in the current market;
✅ Rich talking through how he evaluates the businesses and founders that he invests in;
✅ How best to evaluate a business model and potential at the pre-revenue stage.

Business Book recommendation - 

Allan Leighton - Tough Calls: Making the right decisions in challenging times - https://amzn.eu/d/5XEsG9c