Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
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Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
Less Profit, More Purpose: How Culture-Driven Benefits Can Still Make Financial Sense
Unfiltered Profit
12 minutes
1 week ago
Less Profit, More Purpose: How Culture-Driven Benefits Can Still Make Financial Sense
What if your biggest return on investment isn’t in your profit margin — but in your people? Most business owners measure success by how much money they take home. But what if the smarter move is paying for things like childcare, wellness stipends, and mental health days — all while reducing your tax bill? In this episode, Caitlynn and Seanna unpack how people-first benefits can actually strengthen your financials and culture. They share real-world examples (like CAKES paying for employee chil...
Unfiltered Profit
Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
