In this episode of Money First, CEO, I’m taking a step back to reintroduce myself and give you the real story behind how I got here—from multi-seven-figure retail operations to startups and bookkeeping for small business owners. I share the biggest mindset and money shifts that helped me go from stressed and overspending to strategic and intentional.
But more importantly, I give you one simple, powerful move to make this week that could change everything: separate your personal and business finances.
Whether you’re earning $500 or $50,000 a month, this episode will help you understand:
- Why mixing your accounts is costing you more than you think
- How this one change sets the foundation for Profit First
- The tax, emotional, and strategic consequences of messy finances
- A practical, low-effort step you can take today to start thinking like a CEO
Key Topics Covered:
- Why I started this podcast and what’s changing
- My personal money journey (from spender to intentional CFO)
- What makes real financial clarity possible in business
- The dangers of mingled finances
- A step-by-step starting point for separating business money
- Why Profit First won’t work without this foundation
Action Step This Week:
Open a separate business bank account today. Start with one. This is the first move toward building a sustainable, stress-free money system.
Quote to Remember: “Profit isn’t a goal—it’s a habit. And it starts with one account.”