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Jamie Trull

Owner and CEOBalance CFO LLC

Nashville Area

Member Since December 2021

Skills

Accounting
Budgeting / Forecasting
Finance

About

Jamie Trull is a Financial Literacy Coach and Profit Strategist who helps business owners understand the finance side of their business so that they can make and KEEP more money. Prior to becoming an online entrepreneur, Jamie spent much of her 15 year+ career rising in the ranks of Finance Leadership in the Coca-Cola System. After leaving the Corporate world to follow her passion for entrepreneurship, Jamie leveraged her background and her CPA designation to serve women-owned businesses as a Virtual CFO. Recognizing that there was a lack of truly accessible and understandable financial education resources for small business owners, Jamie pivoted her business toward creating educational resources to help fill that gap and impact more people. Today Jamie has helped thousands of business owners feel more confident about their finances and step into the role of CFO of their own business through her resources and programs.

Published content

expert panel

Building a strong, positive company culture doesn't just benefit your current employees. If shared outwardly, it can also attract customers and prospective hires alike. However, business leaders may not always be sure of the best way to communicate that culture to those outside the company. To help, the members of Forbes Business Council shared 15 simple yet effective ways to highlight and market your company culture. Follow their recommendations to showcase what makes your work environment great.

expert panel

From dissatisfied Yelp and Google reviews to social media shout-outs and angry customer service calls, an unhappy customer can put a damper on any business’s operations. While many companies adhere to the old saying "the customer is always right," there are ways to help customers sort through what is bothering them without ruining your business. To help, 15 Forbes Business Council members discussed the smartest thing to do when you have an unhappy customer. Below, they explain why these methods are so effective and how they can help turn an unpleasant experience into a great one.

expert panel

Though founders are essential to navigating a company through the ups and downs of business, what truly allows an organization to persevere are the values that act as a foundation and guide each and every business decision. Being purpose-driven and leading with established values helps the entire team not only overcome business challenges, but also better meet the promises of the mission statement. However, creating and upholding the values of the organization requires finding a way to do so while also managing the bottom line. To help, 15 members of Forbes Business Council share how entrepreneurs can keep purpose top of mind in their businesses.

expert panel

With more employers offering workers the ability to choose a hybrid schedule of in-person and remote work or complete remote work, the question of whether to uphold the traditional 40-hour workweek is a conversation some businesses are beginning to have. On one hand, the past few years have shown that business output can be maintained with a distributed workforce and reduced hours in uncertain times. On the other hand, there is the consistent worry that these positive results may eventually lower the quality of the business’s products or services and harm the company’s established workplace culture. The decision to reduce the number of hours worked is one that can only be made with careful consideration, with leaders considering both the future of the business and the perspective of their workers. To help, a panel of Forbes Business Council members share strategies business leaders can leverage to shift to a four-day workweek or reduce hours without compromising productivity.

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While knee-jerk reactions are rarely helpful, paying attention to trends and making proactive adjustments when market conditions change is critical to the overall health and longevity of a small business. In order to keep your small business afloat, follow these five tips.

expert panel

Some people say you need to spend money to make money, and while spending money on big marketing campaigns can certainly help businesses, it isn't the only way. There are plenty of alternative ways to grow your business without breaking the bank. With some smart planning and creative strategizing, you can increase your sales and grow your customer base without spending much—if anything—at all. Below, 12 members of Forbes Business Council share some of the best free and low-budget strategies they know to increase business cash flow.

Company details

Balance CFO LLC

Company bio

Balance CFO LLC provides educational resources to small business owners in the areas of business financial management and strategy. We believe every small business owner should have the knowledge necessary to serve confidently as their own Chief Financial Officer. The aim of the company is to empower more small business owners, particularly women, with accessible financial education to help them grow and thrive in their businesses. We believe that the judgment and shame culture that is pervasive in the financial realm is not productive or helpful, and instead aim to build business owners up by showing them how capable they really are.

Industry

E-learning

Area of focus

Education
Small and Medium Businesses
Finance

Company size

2 - 10

This member is no longer active.

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