Ep 38: How Smart Mompreneurs Build Profitable Businesses (Build Your Financial Dream Team) Ft Jessica Bobo

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In this episode of The Mompreneur Huddle, Tammy Capri sits down with Jessica Bobo, CPA, Founder & CEO of Omnivolve Advisory.

Jessica shares how her passion for accounting grew into a mission to help business owners gain financial clarity, make confident decisions, and build lasting legacies. If you've ever felt overwhelmed by your business finances or wanted to understand the numbers behind your success, this conversation will give you practical insight and a fresh perspective.

Connect with Jessica:
https://www.omnivolv.cpa

Transcript

SPEAKER_00 0:00

Welcome to another episode of the Mont Panor Huddle podcast where motherhood and entrepreneurship meetings and we talk about girl is the boss Baby girl is the book ficker use the post Make in everything work on all of your business in the way they come in Fix the baby girl universe girl use the post baby girl is the workfriger use the boss Make it everything Works the boss stand on all your business in the way they come in Fix the baby girl university I am your host, your girl Tammy Capri, the Moppinar mentor.

SPEAKER_02 0:51

Today, yo, I got in the building. Y'all know what I love. I love to bring the money women to the huddle. I got in the building today with me, Miss Jessica Bobo. How are you? I'm good. How are you? I am good. I am good. Let me get into this intro, though, because I'm going to explain my girl, okay? So Jessica is, she is uh CPA, founder, and CEO of Omniball Advisory. Jessica is more than an accountant, okay? She is a strategic advisor who helps business owners understand their numbers, make confident financial decisions, and build lasting legacies. A devoted wife, mother, business owner, and community leader, Jessica is passionate about helping entrepreneurs see the bigger picture behind their finances and align their business goals with their personal values. Yo, you my Shiro already. Oh, I hear it. Because I just love, and I never I was just telling you a little bit about before we were um recording, I just love women in this space.

SPEAKER_03 1:53

Yeah.

SPEAKER_02 1:53

Because for so long our voices were suppressed, we didn't have control of our finances, some still don't, and we didn't have the knowledge, but the way like ladies are evolving in the money space, like flowers. Thank you. Thank you. So tell me this. So you're a CPA. It's more than just bookkeeping and taxes to me. Like you're talking about building legacies here. Yeah. Right? You're talking about longevity. When did you realize that it was more than just numbers?

SPEAKER_01 2:25

So I spent my career in corporate accounting. I worked for uh large companies that were publicly traded so you could buy and sell their stock on the stock market or they're mixed into your mutual funds and things like that. Um, so I spent 15 years in those back offices. Okay. And what you learned outside of, you know, in school and um, but in practical application is that the numbers need meaning.

SPEAKER_03 2:53

Yes.

SPEAKER_01 2:54

And they need to tell a story. And we need to use that story that it's telling you to be able to make informed decisions.

SPEAKER_02 3:04

Decisions on where it's going. So break that down a little bit more. Because when you say story, when you say they they literally tell you of how to invest, they literally tell you where to invest in, right?

SPEAKER_01 3:18

Is that what you mean by they literally tell the story? So on as an investor, yes, the financial statements of a business should tell you about the health of that business and whether or not that's a business you might feel comfortable investing in. Okay. Now, as a business owner, your financial statement should still tell you a story. What's working, what's not working. How long do we have a runway before we need to make some changes? Um, how long a runway do we have before we can expand, before we can introduce new products? What is it gonna take to do that? Um, you can look at the profit and loss statement and get a lot of information. But what is missed for a lot of balance, uh for a lot of business owners is actually reviewing that balance sheet because that's where we see true health of the business.

SPEAKER_03 4:12

Yes.

SPEAKER_01 4:13

Um, and so assessing if that business is generating uh wealth for itself and its shareholders, if it's an investable company, lives on that balance sheet.

SPEAKER_02 4:28

But the problem is there's not a lot of financial literacy around how to even read a PL or to even know what a PL is. I know because even when I started my first business years ago, girl, I was just making money, yeah, spending from every different account, not separating things, not understanding what your expenses and what your I didn't know that, you know. So how how common is it today? Like how how and you're very necessary in the space. How common is it today that people still don't understand that lingo?

SPEAKER_01 5:02

Um, I think there's still uh a gap for many people. Um, and you know, when you're dealing with a population of business owners, which is who I work with uh mostly, in that there's some understanding, right? They know what a PL is, um, they know what the balance sheet is, um, but they don't know why they feel like they're making money on paper, but not in their pocket. Yeah, you know, and so that's interpretation of those financial statements that's missing. And so I think there's a baseline understanding, and you get a lot of people who will put information out there that tries to be one size fits all and blanket information. And you can't really do that, right? Because what's good for the health of my business may not be good for the health of your business. Um, and so interpreting those financial statements is where I come in to help a business owner say, hey, I understand that it looks good on paper, but it doesn't feel good in your pocketbook. Let's look at why, right? And we can go through those motions and look for the issues and then begin to solution them.

SPEAKER_02 6:18

I I will say, I will say that being transparent, um me working with my team and me learning and I still bring in the experts to come help me because that I I need to learn and understand that, but it can be intimidating, you know, looking at the numbers and understanding the numbers. How do you deal with um or do you do you primarily work with established owners or do you work with new entrepreneurs? Like who who typically do you work with? And if you do work with new entrepreneurs, how do you deal with that intimidation when they are looking at numbers? Because making a lot of money is overwhelming if you are especially, oh my gosh, who being gonna get to my business, but um how do you deal with how do you deal with, you know, just that mindset of being intimidated, of even wanting to get into the numbers or look into the numbers with entrepreneurs?

SPEAKER_01 7:09

So I tend to prefer to work with established business owners just because a new business owner is not ready to have a discussion with me that we can have a mutually beneficial relationship on.

SPEAKER_02 7:25

Okay.

SPEAKER_01 7:25

Um, and so you know, I give a lot of free game away. Um, you know, but in terms of being a client, right? Bits established businesses are more my clientele, but they still, it's vulnerable for anybody. Yeah, you know, um, because you bringing somebody into your pocketbook, you know.

SPEAKER_02 7:46

You opening the tape, the doors exposed.

SPEAKER_01 7:49

Yes, yeah, because we're seeing everything. It's as personal as your relationship with your doctor. And you know, the health of your business and the behaviors and things that you may not be proud of that you don't want to put out there, somebody has to see those in order to help it get better. And so I do have my clients come to me vulnerable, um, and I let them know that it's a safe space. I'm not here to judge you. And I reassure them that even in some of the large companies I've been in, they've got stuff too.

SPEAKER_02 8:22

They ain't got it all together.

SPEAKER_01 8:23

Nobody has it all together. This is not just a you thing. Don't feel ashamed, don't be embarrassed, but at least be committed to the process of making improvement, which is really, you know, kind of to my name, right? Omnivolve is all evolving, always evolving. It's about continuous improvement. I like that. Be can be committed to adopting that with me so that we can take you where you're trying to go.

SPEAKER_02 8:49

Yeah, I like that. I like that. And you know, the this this is the mom from our huddle, and it's it's for moms, but I assume you work with men and women. Yes. But um, for for women especially, like um with moms that are raising a family, starting their business, and and just trying to figure out life in that part. Um, what would you say uh from your experience is the toughest part to get those moms on that right track when it comes to you know getting there, even if they are established business owners, because just because you're established business owners don't mean you're still on the right track financially for that legacy part of it. What is the toughest part of getting them there? Like what what what are some of the biggest mistakes that they're making? Um is it not putting the money away when they're getting it? Is it not set, you know, you're supposed to set money aside for your taxes and then put money into your investments accounts? And what is the biggest mistake that they're making?

SPEAKER_01 9:49

Um seeking financial advice on the internet? The biggest mistake. Um, you know, listening to people who don't know what they're talking about as it relates to you specifically. Um, and so it really is getting people to understand that hey, I don't have to align to some standard that was defined by somebody else somewhere that was not about me, uh, first of all, right? And and kind of quieting the noise.

SPEAKER_02 10:19

Okay.

SPEAKER_01 10:20

Right? We got to quiet the noise and be very clear-eyed on what it is that we're trying to accomplish here. And I think that's a key part of it too. Yeah. Is you know, as business owners, entrepreneurs, moms, women, we want to do a little bit of everything. And so sometimes we have to even quiet our internal noise to say, what are we trying to accomplish here? You know, uh, because it's necessary to pivot, but not necessarily required to move into something completely different. Is what you're thinking about going to get you closer to your goal, or is it not?

SPEAKER_02 11:01

So you're not you're saying not when you say it's is necessary to pivot, but not necessarily completely removed. So the route you're going is not that route, but we talk ourselves into going that route because of who you've already line to and attach ourselves. Exactly. Is it hard to reverse that in people?

SPEAKER_01 11:18

Um, so for me, I paint the picture, I tell the story, and I find myself asking the same questions. Just like if you go to a therapist, right? The therapist can tell you six ways to Sunday that, you know, here's what you got going on, but until you accept it for yourself, it's not gonna work for you.

SPEAKER_02 11:40

I can't help it. You ain't gonna waste my time.

SPEAKER_01 11:42

Exactly. You know, but I'm willing to have the conversation and continue to ask the same questions so that you see it for yourself and then you want it for yourself based on what you told me, right? If you say, hey, I'm building this business because I want to leave something for my children, or I'm building this business because I want to be able to sell it one day, um, so that I can retire and live life happy and free. Whatever your goal is that you define for yourself that's not muddied with what the world said you're supposed to do. You know, when when you get clear about what that thing is, yeah, I'm gonna bring it back to you and say, hey, does this get you closer to what we're trying to work on, or does it not? Just like your therapist would. You know, and so um for me, I'm an end-to-end support for so what it means is that some many business owners will have a bookkeeper, a tax person, um, another person that they ask financial advice to, right? I bring it all in-house. Okay. And so, you know, it's easier for me to do your tax returns when I know what's in your books. Right? It's easier for me to offer you sound advice when I have a full picture. And so, and frankly, that's where again, large companies benefit from. They have an internal accounting department that works together to be able to accomplish the goals.

SPEAKER_02 13:14

So, question. Um, and maybe this is me listening to the cookie cutter um things that I hear. Um, but is it good practice to have like a one-shot fits all type of setup? Like you say it's easy for you to do taxes if you're not in the other part of the business. But is it is that safe to do? I mean, is that not I'm not gonna say safe. I the reason why I say safe, because you hear about so many people um messing up the books or or like criminals not saying that's you. No, yeah, but is it I mean, is it is that a smart thing to do, or or should you have different people looking at your books?

SPEAKER_01 13:56

Or I think that it is you can always get a second opinion on anything, right? If I'm keeping your books, I'm doing your taxes, I've gave you advice, go get a second opinion, just like you would to a doctor, right? But you only have one primary care primary care physician, yeah, right? Yeah, because when you start having conversations with multiple doctors about the same things, right, you're gonna end up taking different medications and those things may be buttoned up against each other and it's gonna work against you.

SPEAKER_02 14:28

Yeah.

SPEAKER_01 14:28

So if you're gonna have multiple people involved, those people still need to be working together.

SPEAKER_02 14:33

Yeah.

SPEAKER_01 14:34

Because if they're not, you're gonna end up in a situation. Right. And I think that's part of the problem is that you have people, small business owners have multiple practitioners across different areas of their finance, and those people aren't working together. Right. So wealth management is another thing. A lot of my clients come and they during tax time, I may say, hey, you need to have this kind of account opener, you need to contribute this to, you know, save yourself on a tax bill. They wonderful, can you do it for me? No, I cannot, but I have referrals that I can send you to, right? And we're going to work together. I'm gonna tell them, hey, here's what this person needs for their taxes. You know, you talk to them about what kind of uh top risk tolerance they may have to determine what they invest in within that thing, that's your space, right? And we will work out capital gains taxes and make sure that when things come up, that those things are handled ahead of time. Because once it's done and the tax year closes, you start tying my hands, right? But if I'm able to work with your other practitioners, then we can have a better outcome. You already know, you already can foresee anything. Exactly. So for me, you know, offering the one-stop shop is really to streamline the function. Accounting is a function within business. Finance is a function within business. I'm streamlining that. Okay. Right. And that's what I'm saying. I don't mind a person that comes to me and says, hey, I've got another bookkeeper. Will you do my taxes? Sure.

SPEAKER_02 16:07

You know, as long as you are able to communicate with them, able to work with them, and able to Right.

SPEAKER_01 16:12

And there's an element of it where, you know, again, I I can do my best work, the more intimate we are able to be. So be very clear on the fact that I'm gonna give you the same service, tax service that I would give you to a bookkeeping client of mine in terms of the quality of work that I seek to deliver. However, when I'm walking through the year with this other client who I also handle their books, they're gonna have a little bit of a different outcome because I am regularly involved in the health of their business. That's that's net.

SPEAKER_02 16:48

That's normal though. That's that's that's that's net. Yeah, I see that. So when you're looking over a client books and and and just over the entire finance finance as a scope, um, are there warning signs that you see that when they're actually building true wealth or when they're just you know winging their business or negligent? Like, are there warning signs?

SPEAKER_01 17:10

Um, yeah, there are. Commingled funds is the big one.

SPEAKER_02 17:13

Okay.

SPEAKER_01 17:14

And I always tell my clients, get a separate business bank account. It is so common that people will treat their business bank account like their own money. And it is your money, but you need to remove it from there and put it into your other account. If we're not gonna set you up on payroll, you need to set yourself up on a distribution schedule that allows you to take that, depending on your entity type, because we can start getting nerdy in taxes and that costing you money. Um, but you know, how you pay yourself in your business and how you handle your personal expenses needs to be very separate because when you start commingling, it can be challenging to um not only kind of piece the story together, right? Because now it's muddy with all this other stuff. It's a headache, but yeah, it opens you up to liability too. Yeah, you know, and you know, that we that's what we don't want. Yeah.

SPEAKER_02 18:15

So I remember um I want to say it was 2021, um, either 20 or 21. Pandemic era, um, is when I learned the hardest lesson about, you know, not having my business and personal separate. That was the longest year ever. When I tell you, when I started working with my team, like just combing through everything and the work I had to do to go find and search, I said, I'm not doing this again. I am not doing this again. That was the hardest lesson. Um, but on a perspective, um, from a financial perspective, when you hear the word legacy, what does that look like from a financial perspective?

SPEAKER_01 18:56

So I'll tell you what it means to me, and I think that everybody reserves a right to make their own definition. Their own definition of that. So for me, financial legacy is giving my child opportunities and options that would not have been made available otherwise. Okay. Right? And so for me, my husband and I talk all the time that our children are not allowed to get jobs. You're allowed to pursue your passions, but if you want a job, you can work for me. Otherwise, you need to decide what business you want to run, what problem in the world you're going to solve. Now, they may not do that. They may not go for that. They may be like, you know what, I'm gonna go work in corporate and take this abuse. And you know, not abuse, but it is abuse. It is abuse, it is abuse. You know, I'm gonna work in corporate and take this abuse. And they may decide that that's what they want for themselves. But for me, legacy is making sure that it is an option.

SPEAKER_02 20:02

An option, yes. I love that answer. I love that answer. What I find with my children, um, they have all the options in the world. Like my oldest son, he's actually on my payroll. But it was almost like I had to, I don't like to use the word force or push them in, but um, I I taught them how to do my edits, I taught him how to do those things, but it's like he has no interest in that.

SPEAKER_01 20:25

Right.

SPEAKER_02 20:26

It seems like like, and sometimes I look at him like, boy, you see all this work I done did, everything I done built, where we live at, like, how I, and you just want to go and work and be simple. It's like, that was so frustrating to me. It's like because I want you to have options, but he does, like he's very aware of like his accounts. I bought him um um a stock program from uh Wall Street Trapper, um, just so he can start understanding what stocks are learning. So because he's about to take over some of the custodial accounts that I started for him because he's about to be 18. And I want him, not all of them, but um, I want him to be able to, you know, be responsible enough to move money in there and to understand what he's investing in. And and even as I'm learning, so um I think like you summed it up perfectly, having the option that wasn't afforded to us.

unknown 21:15

Right.

SPEAKER_02 21:16

I know it wasn't affording me. Yeah, I'm learning this at my big age. Yeah. Like, and it is serious. Yeah, it is so serious.

SPEAKER_01 21:23

How many, how many children do you have? So I only have one that that I birthed, uh, but I got two in in marriage, so three in total.

SPEAKER_02 21:31

Oh, so you're a bonus mom. How was that uh blending the family? How was that?

SPEAKER_01 21:38

Um, so you know, it's one of those things that I think continues to evolve over time. Um, I view my role as another supportive adult in their life who wants to see them succeed.

SPEAKER_03 21:49

Yes.

SPEAKER_01 21:50

I don't think it's my job to try to um parent them as much as maybe mentor and support. If they want it, right? I don't press a relationship any way or the other, right? What they are open to and ready for is how it goes. And what they are not open to and not ready for, we don't do.

SPEAKER_03 22:16

Okay.

SPEAKER_01 22:16

And so for me, um I'm just I'm going with the flow.

SPEAKER_02 22:22

Yeah.

SPEAKER_01 22:22

You know, where the where where the wind take us today.

SPEAKER_02 22:24

Yeah.

SPEAKER_01 22:25

You know, you want someone on one time, great, let's do it.

unknown 22:28

You know.

SPEAKER_02 22:28

But the ball's in your court.

SPEAKER_01 22:30

But the ball's in your court.

SPEAKER_02 22:31

I know, I know being especially and and well, I this is the only time I know. I don't know why I said especially, but I know for me, um, I come from a blended family. And it just seems so seamless. The process was just so easy, but then now that I'm on the other side, trying to like the do the whole blended family. I feel like as a bonus parent, step parent, my role is uh really just to be there to support. I need to build that relationship and that friendship. I it it's it's yeah, it's tough. It is tough. It is tough. But I always like to get um women's perspective on that, especially when I hear that they have bonus children. Um, because it's something that I feel like is not spoken on a lot. Right. It's something that like we don't know how to deal with that. I just seen like my my dad and my uh stepmom, it was just easy for her. Like it was just easy, but um, so yeah, I I get it. I get it. I'm coming in as a supporter role too. Do you um do you teach that financial literacy, that financial wealth to I know you said to create well, how old is your child for that? Seven. She's seven. Okay. Do you does she understand the what you do, what what mommy does? Does she understand mommy's building the business, mommy's working from home? Does she aspire to have her own business? I know you said you were creating the options um for them to choose that route if they want to, but does she understand that?

SPEAKER_01 24:05

Does she see you like she does? She does. Um, you know, my transition into uh full-time running my business came on the heels of me taking medical leave for just stress and needing to take a step back. I was burnt out and I was not able to be the person that I wanted to be for my family, for myself. So I took medical leave. Um, but she was telling me then that, you know, I should fire my boss. She said that? Yes, she did. And so, you know, once I did it, I'm like, mommy fired her boss. But that does not mean that the work gets to stop. Right. So, you know, granted, you know, because of the position I was in at work, I also was still running my accounting department. I was a controller. And so, you know, I'm like, I don't have a team anymore. Yeah, I don't have other people that I can, you know, say, hey, here's what I need done, and let's make it happen, right? It's a one-man band to the extent that, yeah, she she comes in, she helps. If I'm sending out flyers and mailers, she's stuffing envelopes, putting stamps on. So she comes and helps. Yes. And I've told her too, you know, that whatever she decides she wants to do, which is right now as a veterinarian, um, that she will have her own veterinarian practice.

SPEAKER_02 25:28

I know that's right.

SPEAKER_01 25:29

And so that's what I tell her as it relates to that choice today. Yeah, you know, previously the choice was something different, but whatever it is, is about ownership and about being in control of your own financial future, right? Because a job capture salary. For sure. And even in my role, it was a very nice cap, you know, a cap that we get content with that cap. Yeah.

SPEAKER_02 25:56

We get content with it.

SPEAKER_01 25:58

And that that would blinds us to other opportunities. Absolutely. Oh. So, but you know, the the options are endless. Yeah. You know, uh, she and I were talking about summer break because you know, school's ending. And she's like, Do grown-ups get a summer break? No, ma'am. I wish, baby. This don't stop. She said, So, what job do I need to do to get do to have summer break? I said, Well, teacher. I said, But when you open your own veterinarian practice, make sure you have enough doctors on staff that you can take off.

SPEAKER_02 26:28

Come on, come on.

SPEAKER_01 26:29

So make sure you build it like that and you can have summer break.

SPEAKER_02 26:33

I love that. And I also think it's important to have a supportive partner. Yeah. Right? So you're married, yes, um, military wife. Yes, yes. How is that? Like, how is um, first of all, being that or having that, or he I'm I'm assuming he does support your business and what you do, because you taught you you're telling me about the investments that you want to do and what you want to do, but how is that um getting to that point? Or what advice do you have for couples who is trying to get to that point? Because I know when you said when you met him, he was already in the military and you were that added on piece. And I love that. But for couples who are trying to get there, for men who are not understanding and for women who don't have that support, like what is what is your advice or feedback? How do how do couples get on that one accord financially?

SPEAKER_01 27:23

Um, you know, it honestly for me in my case was letting go of control.

SPEAKER_03 27:29

Okay.

SPEAKER_01 27:29

And so I, you know, have managed to, you know, be a relatively obsessive type of personality. You? Oh, what? What? All the obsessing. That's how I got here, you know, because I can obsess and I want to control, right? Okay. Um relinquish that. Oh, yes. Okay, and that's tough. I I I can imagine that's a tough process to do. Um, but I think it was made easier, not easy, easier because my husband is patient with me. And so when I have my moments, he let me have my moments. I love that. And when I'm done having my moment, he's ready to to to to go with me. Okay. Um, and because also he recognizes that I support him, right? Um, having the career trajectory that I did uh before I left corporate, I was able to work remotely, but I'm following you around the country, sir. Right? You're gone for months at a time doing whatever the Marine Corps calls for right now, and I'm here holding it down. So he sees that I support him. Um, and I had to define what support looked like because early on I thought I was being supportive and he did not. And so finding what support looks like was I think very key too. Yeah. So when he told me what it meant to be supportive, I made sure that I did that.

SPEAKER_02 29:08

Yeah.

SPEAKER_01 29:09

And so, and I tell him what it means to be supportive for you, and he does that.

SPEAKER_02 29:13

Yeah. So that that definitely is key because how we think we show up for other people is normally how we would want people to show up for us. Yes. But they can't even understand that language. Yes. They don't even know what that, you know, and and it's just something as simple as serving. Yes. You know, I always like to say in a marriage, in a relationship, if you focus on serving your partner, then you won't have to worry about feeling the lack or slack because they're also focused on the same thing, serving, right? So, how can I show up for you? How can I you said that so perfectly. Yeah, you said that so perfectly. So um, speaking of following you around the country, uh, how is that? Because you just up and leave and go, and then do you feel like you have to start over at every new place that y'all move to? Like, how is that?

SPEAKER_01 30:00

To a degree, you do have to start over because the routines that worked in the last location are not gonna work in another location. Yeah, and that could be something as simple as how many days out of school do they have, right? This school district versus that school district. Don't move to Georgia, they always out of school. Child, my baby's always out of school now. I'm like, why y'all ain't never in school? Never in school. But you know, something as simple as that, right? Um, you know, and depending on the job he has at that duty station and the hours he may run. So, you know, if he has hours where he's out of the house at 7 a.m. and he's not back home until 11, that routine is gonna look very different than one where he's back home by three.

SPEAKER_02 30:49

Yeah, yeah, because then you have to totally adjust.

SPEAKER_01 30:52

Yes.

SPEAKER_02 30:53

And I can't imagine having like a schedule full of clients in the midst of a move, and now his schedule changed, and then yeah, yeah, yeah. How does it affect like your daughter? Like when you when you have to move, like have you seen any changes in her um starting? She's she's seven. How many times have you had to move in her lifespan?

SPEAKER_01 31:15

Uh two. Two, okay. We've moved twice together. Um, and so, but she was excited for both.

SPEAKER_02 31:21

Okay.

SPEAKER_01 31:21

She was excited for both. On the first move, she was two years old. Okay.

SPEAKER_02 31:24

Uh so she was still young.

SPEAKER_01 31:26

She was young, but she, you know, I heard you say your baby's been here before. My baby's been here before. She potty trained herself on our cross-country road trip. Potty trained herself. She potty trained herself. I was trying to potty train her at home. And we were making some progress, but she wasn't really interested. We got on that cross-country road trip, and she knew that she could get out of her seat by telling us she had to go potty. Oh, child. We pull over on the side of the road. We took the potty with us. She's go go potty on the side of the road. We get back in, and when she had to had to go, she again I gotta go potty. Listen, that's impressive. It was very impressive. It's impressive. It was very impressive. That is impressive. Like, is that all it took? Well, hey, it's done, it's done. Your job was easy. So she um she she continues to shock and amaze me with her the way she sees the world. Yeah, I think it's helped me see the world better and differently. And so she's resilient about the moves and she looks forward to them. Um, she does kind of now have a friend group that she feels a little more attached to. Okay. But that doesn't stop her from seeing adventure on the other side. Gotcha. And she's always down for some adventure.

SPEAKER_02 32:50

Aw. Do you see a lot of yourself in her? Yes. Good and bad. Okay.

SPEAKER_01 32:56

You know?

SPEAKER_02 32:56

Let's talk about the bad. Habits, because I know when I have when I first had, I have I have two boys first, and then I had my daughter, and I have my daughter, my mama said, You about to see what you put me through. I'm like, I ain't put you through nothing so bad. But I see like so much. I'm like, girl, like, was I like that? Do you see that?

SPEAKER_01 33:17

Oh, a hundred percent. She doesn't have a filter, neither do I. Wake up at seven o'clock in the morning talking junk. I'm like, man, I make her some eggs. But what kind of seasoning did you put in those? No, what kind of season? Serious dudes. Do you want to cook these next time? And and that's what I told her. I said, because I I prefer daddy's eggs. I prefer that's different. I don't I don't know what daddy's doing different, but can you ask him at seven o'clock in the morning? I'm like, these eggs. I gotta cook these eggs. Um, so she doesn't have a husband like, if you don't get your daughter, listen. Get your daughter, listen. So I didn't and I sit there and I watched him make the eggs. I'm like, I literally do the same thing. I don't know, you know, she's in love with her daddy. He can't do anything. She's in love with his girl. He can't do no wrong. Daddy's girl. So, you know, um, but um, you know, she's a perfectionist, which I I I don't want that for her, because that's not perfectionists. It doesn't exist, it's so unattainable, and the anxiety that comes from continuing to feel like you're failing, yeah, and that you're never good enough, yeah, you know, and I'm like, oh goodness. You know where do you think she developed that from, though?

SPEAKER_02 34:40

Me. So you're a perfectionist.

unknown 34:42

I'm the problem.

SPEAKER_01 34:43

So you know, you know, her dad's a perfectionist too. Okay. Um, you know, both overachievers, both, you know, really type A. Um, so we're hard on ourselves. And earlier in her childhood, I was probably really hard on her too. Because I just, I never thought I had the temperament to be a mother. So I didn't intend on having children.

unknown 35:08

Really?

SPEAKER_01 35:08

Really. I was not, that was not on my bingo card.

SPEAKER_03 35:12

Okay.

SPEAKER_01 35:12

Um, because I didn't think I had the temperament for it. Yeah. And I didn't. I'm developing the temperament for it because she is this walking light that I feel like I have to let shine. And so I assess that I'm the problem and I need to correct myself. And so I'm developing the temperament for it. Um, but I definitely I think there have been times where I've required more of her than one should require of a child her age. Really? Right? And so now, granted, it's made her incredibly independent. Yeah. You know, um, but yeah, I'm part of the problem for sure.

SPEAKER_02 35:49

Okay.

SPEAKER_01 35:49

And so um I work to correct that when I see it. I apologize to her. We'll talk about it. I'm like, you know what? Mommy was not right for, you know, asking, requesting, requiring whatever. And I get this is where you got that from, but now we're gonna unlearn this behavior.

SPEAKER_02 36:06

I love how uh, first of all, I love how how you apologize to your children. I think that is so necessary, especially when we're aware of our wrongdoings. Um, but I also hear that the conversations between you and your seven-year-old daughter are so sophisticated.

unknown 36:22

They are.

SPEAKER_02 36:25

And I'm like, okay, this is this is good.

SPEAKER_01 36:28

Well, this is why I didn't think I had the temperament to be a parent, because I'm gonna communicate with you like an adult. Like an adult. I'm sorry. I can't, we're not, I I can't. I can't go there with you.

SPEAKER_02 36:40

Oh, Kevin. My daughter was like, mom, you are not at work. You are not a teacher. Yeah, you're not like, but I just um do you give yourself grace though? Do you give yourself any grace? Of, I know, like you said, being a mom wasn't on your bingo card, and there's some things that you're aware of that um you know you uh inflicted upon your child, but not in a bad way. But do you give yourself grace or are you hard on yourself? Because I know you say you're that perfectionist too. Do you think too deeply on it? Of course I think too deeply. But do you think that's a good thing?

SPEAKER_01 37:16

Of course I don't give myself grace. Why not? I'll beat myself up six ways to Sunday about it because I think that it's very important for me to a let her light shine. Because the girl is a light, you know, she is truly a light. Um, and so I think it's important for me to let her light shine, for one. Um, and so when I find that I'm not doing that, I take issue with that. Um, and I hold myself accountable for that. Okay. Um, so I'm I'm hard on my militant too. Look. I am this is what I'm saying. And she's like that too. And I'm like, please don't be this way. But I have to unlearn it. Please don't be this way, but be this way because I'm telling you to be this way, but please don't be this way. Okay, all right. One day at a time. So um, but I'm working on trying to to give myself uh more grace, yeah, you know, and know that every day I won't get it right. And starting my business and running my business has helped me do that. Okay. Because, you know, when I first started, and I've only been, you know, in business for a year now. I left my job a year ago. Um, and when I first started, if I didn't close a client, I would beat myself up about it. Really? Every time. Oh, because you need those dollars, right? I didn't love this job, I need these dollars. I didn't close this client, and I look at every client that calls me as my opportunity to lose.

SPEAKER_02 38:50

Even if your conversion rate was good already, you would beat yourself up about every client you didn't close.

SPEAKER_01 38:57

Every client that I wanted to close that I didn't close, yes, I beat myself up about.

unknown 39:01

Okay.

SPEAKER_01 39:01

Early on, now if I don't close them, I'm like, good day. You know, and I move on, and I've learned to deal with that. Yeah. And so because I've learned to give myself grace in that space, it's helping me give myself grace at home. Okay. So I'm getting better at it. I'm not there yet. Um, I think it's gonna continue to evolve over time, which is the goal, right? I need to just continue to get better at it little by little.

SPEAKER_02 39:30

Absolutely.

unknown 39:30

Okay.

SPEAKER_02 39:32

Woo! You're tough. And I hear it. No, but I love it. And I love how um even though um, like them, them type A women, like, they're on point, but you're still aware of it and vulnerable enough to talk about it, you know, and it's not where your way is your way. You know what I'm saying? I'm right, I'm right, and it's gonna be that way. Like, so I I love it. You could, yeah, yeah. Any any any room or any plans, or I probably already know this answer, but it's not your plan, it's God's plan. But do you have any plans for more children having another baby?

SPEAKER_01 40:10

I do not have any plans for that. Um, I have taken active steps to ensure that that's not an happen. Um, but if God insists, I will do God's will.

SPEAKER_02 40:24

I know that's right.

SPEAKER_01 40:25

But I hope God don't insist.

SPEAKER_02 40:28

He ain't gonna put on He's not gonna put on you what you can't bear. And you is not.

SPEAKER_01 40:33

I think I'd be better at it the next time around. Oh, yeah, oh for sure. But I've gotten too far out of those early days that I'm like She is seven, Justin. That's what I'm saying. It's not too far. Yes, yes. Once you get that big of an age group, like they're not out of diapers.

SPEAKER_02 40:51

Once they about to, she's in uh uh was it fourth grade, third grade, she'll be going to second.

SPEAKER_01 40:56

Second grade, uh I done jumped out. That is not too far. It is because they can't go to school together at all. And that's the that's the bar. If you cannot go to school with your sibling, the gap is too big. Too big. Okay. I'm not doing it.

SPEAKER_02 41:09

Was homeschool? Did you ever homeschool being as though I I know um y'all travel a lot, or is that any plan to homeschool?

SPEAKER_01 41:16

No, there's no plan to homeschool. Um, I do educate at home, but I'm not necessarily following a curriculum. Okay. So my baby uh attends a Montessori school, so it's very child-led education. Um, and so if she comes home um wanting to talk more about something, we'll go into that. Or if I notice something that I think is a gap, we'll go into that. I call it mama sorry when we do it at home. Mama sorry. Mama sorry, let's get to it. And so, you know, I I there again, I have requirements, right? And so I've added to her own perfectionism. I know I'm part of the problem here, but I'm like, you know, we're gonna we gonna do this learning for sure, because you you these options I'm creating for you don't matter if you don't get an education, right? Right, and you're you can't rise to the occasion. For sure.

SPEAKER_02 42:08

So I'm I'm curious to see who she's gonna be in middle school and in high school. Like, listen, I see these Liz Valedictorian, like she's going to strive. Like she ain't got no choice but to strive, and I love it, and I absolutely love it. What do you what do what do you have next? What's what's next? What's next for you in business? Like, where where where are we growing to? Where are we going to?

SPEAKER_01 42:33

So right now I'm a one-man band, and my goal is similar to the goal that I have for business owners that I work with, right? Which is to ensure that we have people, processes, and systems in place that allow us to scale the business.

SPEAKER_02 42:50

Okay.

SPEAKER_01 42:50

So that's what I'm working on. How can I grow my business 100fold if that's what it comes down to without breaking anything within the system? Right. So it's about systems right now, um, some actual software systems, some internal workflow mechanisms and systems, um, you know, getting the right people in place when it's time to make sure that I have scalable processes and that I'm able to maintain the personal client relationships and excellent delivery.

SPEAKER_02 43:28

Is that possible though, when you're trying to scale and when you're putting people in place? Because the purpose of putting people in place is to remove yourself. Oh, 100%. So is that possible?

SPEAKER_01 43:38

So the goal is to replicate it through others.

SPEAKER_02 43:44

Okay.

SPEAKER_01 43:44

And right now I'm trying to figure out what that looks like. Okay. Um, so I maintain all of the client relationships because I'm an army of one, right? So I do the client meetings, I do the client work um today, right? I don't want to. I don't want to do that.

SPEAKER_02 44:00

Baby. Where's your you you need a team? So okay. So how do you feel about this though? Because I know with with with the evolution of AI, yeah, right? Like you can actually build yourself an AI team.

SPEAKER_01 44:14

Yes. Like how do you feel about that? So I use Claude as my AI that I work with right now. So Claude does build some things for me. So I'll tell Claude, hey, here's what I'm working on, here's what I need you to produce. So right now, Claude's serving as a bit of an admin data kind of, you know, first level kind of person like that. But Claude and I are also working on building some work, internal workflows and softwares. Yeah. And so, you know, we're working through those things to make sure that it will work and it can scale. Because I think the beauty of AI is that if I can automate the low-level work, when I do bring people on, it's easier for them to replicate the client relationships and take care of them because the machines have done all the heavy lifting. Right now, you come in here, you throw on that additional layer of analysis and some emotional intelligence and manage this relationship with these clients.

SPEAKER_02 45:21

So that's right there is why people can't. I know there was a lot of conversation of AI replacing people to some extent, but you need you need that human connection, you need that that social intelligence, you need that. First of all, it was funny how you just said um Claude and I are working on that. That's his name, right? But Claude and I are working on, but it just like AI is just so like I'm amazed every day. Like right now, like we're we're AI generating some systems and my and it's like you you really can replace people, but to a certain extent, because you still need that that human connection do. You still need that that persona because can't no AI shape that they can't they can't replicate you.

SPEAKER_01 46:11

Exactly. Exactly. And you know, to that degree, right, when you're working with these clients, right, and you're helping them in their businesses, because again, as we talked about, it's very vulnerable, therefore, it's also very rewarding, right? Claude can't have that experience, yeah, right? Yeah, Claude can't have that experience. Claude can throw data in and in out, it can take data in, and that's it, right? But that's it. That's it. It can't have this human experience that is a part of what I offer. Um, so you know, Claude may or may not reach the same conclusions that I do, because again, you gotta know what questions to ask, Claude. That's it, right?

SPEAKER_02 47:00

You know, and your experience will lead you to the questions to ask. And this is why you still need people, people. You do. You need people. You cannot solely rely on AI, but um the like you said, it it's it's you you have your team there, so you don't gotta be a one-man band because AI can help you do so many things. But um I I definitely want to understand more about what you do.

SPEAKER_03 47:32

Yeah.

SPEAKER_02 47:33

Um, outside of here, outside of the podcast, of course, because again, um I have a community of women, um, and I think like what you do is necessary as well. Um and I would love to invite you into the community to speak to uh some of the Montpreneurs and just give some insight on what you do and give your information to some of these women. Like this, this is not my area at all, but when I know, when I see the the experts, I'm gonna bring the experts. So I would love to have you in the community. Um uh I would I would love to to know if there is a book in your future.

SPEAKER_01 48:08

It's on my vision board. It's on your vision board. It is on my vision board and has lived in me for a long time. Um, I just don't know what story I want to tell. Okay. Um, and I think that's one of the pieces, right? Is figuring out what story I want to tell and how I want to tell it. Um and once I work that out, then yeah, I think it's on my vision board.

SPEAKER_02 48:32

Okay. So I'm gonna advocate for books. I love, I think every woman should have a signature book. Every woman should have every every entrepreneur, every mom should have a signature book. So get it off your vision board. Get it off your vision board. Because I want to hear about more how how Jessica became this type A perfectionist mom, now wife. I just love it. I love it. And I love how I love um I love how open you are with, again, your awareness of of how you are with your daughter. So um, but yes, um, anything that you can pour into our audience, I would ask you to talk to that mom right now who um may be struggling in that area of of trying to uh understand their finances and their business or just get on the right track. I know you work with established business, but um pour into that mom who's just starting. Um, what would you tell her today?

SPEAKER_01 49:31

Uh so first of all, be honest with yourself and understanding the part that you play into the situation that is happening, good or bad. Give yourself credit where it's due as well. So understand the part that you play, but also be willing and open to making change because we really have to continue to move forward and progress if we want to accomplish any goal that we set for ourselves. Um, even just to keep moving, you can't stay in place at all. So um, you know, be open to making change, uh, seek out information. And when you find something and someone that you trust, stick with it if they're good at what they do and ride that relationship out.

SPEAKER_02 50:23

For sure. For sure.

SPEAKER_01 50:25

Sound advice, y'all. Jessica is amazing. Make sure y'all tap. How can they reach you? Um so you can go to my website, which is www.omninvolve.cpa. That's spelled o-m-n-ivolv dot c pa. Uh, and my contact information is on my website.

unknown 50:46

Amazing.

SPEAKER_02 50:47

Make sure y'all tap in with her. I'm going to put her website in the description. Um, and if you're listening on Apple Podcasts or any of the audio streaming, um, just make sure you drop a comment. Let us know if you resonated with this episode. Let us know if you have any questions. Um, and definitely share, like, and subscribe. Um, and um, yeah, I just I just thank you for coming on the podcast. Thank you for sharing your expertise. Thank you for allowing me to ask you questions. Um, some of those were were uh kind of personal questions that I needed to know too. I didn't know if you could tell, but you know, because I'm I'm figuring it out too. Um, but this is why I bring the people who know what they're doing into my life and into my space. Um, so thank you. Thank you for having me. Um, and if I didn't tell you before, I love your locks. Thank you. I love her locks, y'all. They are so beautiful. Um but yeah, we're gonna get up on out of here. Um, make sure you check out Leeche Capri, L E C L E C C E C A P R I dot com, where you can get your designer bags for the designer mom. Use the code word huddle for 20% off of your first purchase. And we got the Master Be Mopreneur Summit coming up. If you did not hear about it, well, here is where you're gonna hear about it now. The Master Be Moppeneur Summit, August 1st and 2nd here in Atlanta, Georgia. Our theme this year. Um, well, it's our first year. Rebrand your life. Listen, it is not too late to rebrand your life. If you feel like you're at a standstill or at a crossroad or you're just lost and looking for purpose, this summit is where you need to be. Uh, so go to uh TammyCapri.com or masterymppenors.co to learn more about our summit. The links will be down below. Um, any last words, Jessica?

SPEAKER_01 52:35

No, thank you for having me. And welcome to you. I hope that every mom that's building a business, thinking about building a business or already has one going is wildly successful. Yes, because this is our way to freedom right here for us and our babies.

SPEAKER_02 52:50

For sure. For sure. Our way to freedom. I like that. Well, for now, crowns on, chin up, and you rock the rest of your week. Have a good day.