Profit Points Podcast
What nobody tells you when you start a business is that the financial stuff is actually learnable. You don't have to be good at numbers or have a BA in business. All it requires is someone willing to explain it like a human being instead of an accountant.
That is what Profit Points is.
I am Megan Schwan, founder of Sidekick Accounting, certified Profit First Professional, single mom, and the person my clients call when the numbers stop making sense. Every week on this show, I take one financial concept and make it completely accessible — profit margins, tax strategy, cash flow, pricing, the whole picture — with real numbers, real examples, and language that actually makes sense.
Every episode ends with one clear action step you can take immediately, because information without application is just noise. And to build a successful, sustainable business... you as the CEO need to take action!
If you have been running your business on gut feelings and bank balance checks, and you are ready to actually know what is happening financially, this show is for you.
New episodes every week. Let's get into it.
Profit Points Podcast
Why Selling Feels So Hard: The Hidden Numbers Problem Behind Low Conversions
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Welcome to Profit Points! I'm your host, Megan Schwan, founder of Sidekick Accounting, Certified Profit First Professional, Fix This Next Advisor, and your accounting sidekick. As a business owner myself, I know how frustrating it can be when you're having plenty of sales conversations but very few of them turn into paying clients. That's why each week on Profit Points, I break down one financial or operational concept using practical examples and simple strategies to help you improve profitability, make better business decisions, and build a business that truly works for your life.
In this episode, we're talking about why selling sometimes feels heavier than it should. Many business owners assume they have a confidence problem when sales slow down, but often the real issue is a lack of clarity behind the numbers. When you don't fully understand your pricing, margins, costs, or delivery capacity, uncertainty creeps into every sales conversation. I'll walk you through how financial clarity strengthens confidence, why standardizing your services protects profitability, and how operational systems can dramatically improve your sales process.
This episode answers questions like:
- Why do sales conversations sometimes feel difficult even when you're confident?
- How do unclear numbers affect your ability to sell?
- Why is knowing your margins essential for pricing confidently?
- How does custom work quietly reduce profitability?
- What is scope creep and how does it impact business growth?
- How can standardized services improve sales and operations?
- Why do operational systems increase confidence during sales conversations?
- How do delivery capacity and pricing work together?
- What questions should every business owner ask about their services?
- How can stronger business systems improve conversion rates?
This episode is for small business owners, entrepreneurs, consultants, freelancers, coaches, agency owners, and service providers who feel like they're having plenty of conversations but not enough clients are saying yes. If you've ever questioned your pricing, customized every proposal, or struggled to confidently communicate your value, this episode will help you identify the operational gaps that may be holding your sales back.
If you enjoy this episode, be sure to subscribe to Profit Points so you never miss an episode. And if you know another business owner who's struggling with pricing confidence or inconsistent sales, share this episode with them.
This Week's Action Step
Choose one service you currently offer and evaluate it through the lens of profitability and operational clarity.
- Calculate what it actually costs you to deliver that service, including labor and overhead.
- Determine the profit margin you need for that service to support your business goals.
- Identify where you frequently customize, discount, or stretch beyond your standard offering.
Then look for patterns. Consider what can become part of a standardized process and what should remain an optional upgrade. Greater clarity behind your services creates greater confidence in every sales conversation.
Resources Mentioned
- Profit First Implementation & Coaching
- Sidekick Accounting Facebook Community
- Free Business Consultation
- Profitability & Pricing Strategy Support
- Sidekick Accounting Resources
Connect with Megan
LinkedIn: Megan Schwan
Website & Community: youraccountingsidekick.com
Book a Free Consultation: chatwithmeg.com
Connect with me for practical financial education, resources, and support designed to help you build a profitable, sustainable business that works for your life.
Hey, glad you're here. This is Profit Points, and I'm Megan Schwant, your accounting sidekick and certified Profit First Professional and Fix the Snex Advisor. If you're a small business owner who wants to actually understand what is happening in your business financially, not just survive it, but genuinely get it, you're in the right place. Every episode covers one concept, uses real numbers, and ends with something you can actually do. That's the deal. Let's talk about today's topic. Let's talk about why selling sometimes feels heavy. Not awkward, not uncomfortable, heavy. This has been a big point of conversation for many colleagues and clients recently. People are having conversations, but the sales aren't happening. As CEOs, we typically assume it's a confidence problem, but what if it's not confidence at all? What if selling feels hard because you don't fully trust the numbers behind what you're selling? I'm Megan Schwine, your accounting sidekick. This is the Profit Points Podcast where we connect what's happening behind the scenes to show you how to show up as a leader. When sales start to feel slippery, it could be a numbers problem. When your numbers aren't clear, sales conversations start to wobble. You might notice things like you hesitate when someone asks about pricing. You over-explain instead of confidently stating value. Or maybe you feel a little bit of relief when a prospect doesn't move forward. And it's not because you're bad at sales, it's because ambiguity or uncertainty kills conviction and your prospects can feel it. So today I want to talk through three parts of fixing this problem so that selling can feel calm, confident, and aligned once again. So part one is to get clear on what your numbers are actually saying. This first step, the first step of almost anything is clarity, not action. And the same is true here. When numbers are unclear, your brain fills in the gaps with fear. If you don't know what your services truly cost to deliver, where your profit is actually coming from, what your margins are, and what your capacity, what your capacity can realistically support to meet your deliverables, then every sales conversation feels risky. And if you're not seeing that on the surface, that's where your numbers can help you get clear. You're not resisting selling, you're resisting that uncertainty. This has happened to me several times in the last 12 years that I've been in business. Usually when I've come to that inevitable place of having some growing pains, this shows up. I wasn't confident in my capacity or processes at those various times that this has come up. And as a result, I was actually unconsciously avoiding or discouraging the yes from prospects. I had to do some self-reflection and some analyzing to figure out what was going on. I had to start by figuring out where that resistance was. And a big indicator of that problem was when I noticed my conversion numbers had decreased. Numbers in your business doesn't just relate to your financial PL numbers, it's all the numbers in your business. So conversion numbers is one of those. Instead of converting at 70%, I was converting at about 30%, which was like, whoa, right. So I was like, there's a problem here. And I had to go back and really do that self-reflection to get that clarity. And the same is true in this instance for you. The best place to start is with reflection so that you can achieve that clarity. Um, so step one is really just asking yourself some questions. One is what do your numbers already tell what say to yourself, what do my numbers already tell me about what's working and what's not? And where are my current gaps? And then we can move on to part two, which is addressing how you're showing up or how your services are showing up or your products and how they're packaged. So stop letting custom work quietly erode your margins. Once you have that clarity, the next step is containment. And custom work feels helpful, but it often hides the real problem. Custom work often leads to scope creep. Ever heard of that? We've talked about it before. It also leads to inconsistent delivery, pricing hesitation, because then you feel that resistance. Because you know, if you're customizing everything, are you really getting paid? What your value is? Are you really hitting your goals and achieving your margins? And a lot of times that customer does actually, in fact, lead to thinner margins. And when your margins shrink, so does your confidence because you start to feel it. You start to feel this in other areas of business. Maybe your cash flow is coming up short. Maybe you're scrambling to pay things or you're reducing your own pay. Those are all big red flags that there's a problem when in your numbers with your pricing, with your selling, all goes together. When you're constantly adjusting, you stop trusting your pricing, and then selling becomes exhausting because you don't feel confident in your convert your sales conversation. So fixing this part means that you have to decide what stays standard, what costs extra, and what you're willing to say no to. And keep in mind that you can standardize things while also keeping things custom. An example I like to use because I think visuals are always really helpful, is the souvenir that I got while I was on our cruise last year. Um, this bottle is the same, and this can be this is a standardized bottle, right? The sticker, you know, that's on here is the same. Um, but my name, because it's it's customized, right? And what goes in that part is what can be customized. And the same is true with your products and services. You can have a base and then add upgrades or different elements or extras that can help you customize to meet your clients' needs. This gives you the ability to provide more options without adding a ton of work and still allows you to scale and delegate, which is really what we want to do when we're building a successful and sustainable business. Okay, so part three, let operational clarity show up in how you sell. Okay, so now that we've given ourselves space to evaluate, get some clarity, and take a look at how we currently have our products and services set up, this is where everything starts to change. When your operations are clear, you will stop over-explaining yourself, which can be a deterrent in that sales conversation. You can stop over-justifying your pricing because you're confident in your margins and why you have it set the way that you have it set. And then you stop negotiating against yourself. Instead of convincing a prospect, you are now guiding a prospect. Instead of hoping that it's gonna sit, they're gonna say yes, you're actually qualifying to see if you actually want them to say yes, right? If they're a right fit for you. And prospects can feel that calm certainty immediately. When your back end is solid, which is your pricing and your operations and your capacity, your front end, like sales and marketing and all that, becomes simple. I'm gonna say that one again. When the back end is solid, the front end becomes simple. Okay, so this week's action step is practical. I want you to pick one service that you sell, and I want you to answer three questions for me. What does this actually cost me to deliver? And if you don't know that, you need to figure it out. You need to break down the cost and make sure you include labor. Number two, what margin do I need for this to be worth it? And you know, sometimes you got to work that backwards. Like, what do I need to pay myself? And how many of this do I need to what uh now that I know what the cost is, what how many of these do I need to sell to get to that number? And then number three, where do I usually customize or bend? And I would even reverse this question maybe a little bit too, and think about what are the things that come up frequently in in deliverables? If you have been customizing, where is the pattern? Where is the thing that you can actually see be consistent? Because that's where you can maybe start with standardizing and then adding in some of those custom pieces. Anywhere in this, these three questions that you feel tempted to just adjust is usually where your clarity is missing. So be very, very aware of what your answers are to yourself so that you can make those adjustments. And remember, this all impacts how you sell because if you have confusion, it causes fear, and fear easily puts you into survival mode and puts your prospect into no mode, right? In action mode, which impacts how you show up. And even if you or your prospect can't put a finger on what's happening, everybody knows it's there. So you need to address this problem, especially if you've been coming up against this issue of having conversations but getting tons of no's. Okay, basically, selling doesn't feel hard because you lack the skill. It feels hard when your foundation underneath it isn't solid. When your clarity improves, your clarity in pricing, deliverable systems, capacity. You when your clarity improves, your confidence also follows. And that really impacts your sales conversations. Selling stops feeling like pressure when confidence starts to show up and start and starts feeling more like alignment. Um, and this is exactly what we help and specialize with our clients with as part of our profit first implementation and coaching services. So if you're looking for more clarity in your numbers and your profitability and systems, send me a DM or go to chatwithmeg.com to book a free consultation, free, no obligation consultation. There it is, chatwithmeg.com for more information and to get that figured out in business because 2026 is going to be your best year yet. This is the Profit Points Podcast. I'm Megan Schwann, your accounting sidekick, helping you build clarity behind the scenes so it shows up everywhere else. And I will see you next week.
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SPEAKER_00All right, that's your episode this time. Don't forget your action step. I want you to actually do it, not just add it to the list. If this episode was helpful, share it with a fellow business owner who needs to hear it. And if you're ready to go deeper on your specific numbers, book a strategy call with Sidekick Accounting. Go to chatwithmeg.com, and I'll see you next time on Profit Points.