R Readiness Lens Podcast

R Accounting Group · raccountinggroup.com

The R Readiness Lens Podcast — Focused on numbers. Driven by results. Hosted biweekly by Sheri Radler , this podcast is designed to help small- and mid-sized business owners gain clarity, confidence, and readiness in their business finances. Each episode explores practical strategies, from quarterly planning and cash-flow management to health benefits and team growth. Tune in every other week for actionable insights that help you understand your numbers, make informed decisions, and stay ahead of what’s next.

18 episodes

13d ago latest

fortnightly cadence

English language

▶ Play latestRSS feed Website Business Entrepreneurship Management

https://www.raccountinggroup.com/podcast-stream?format=rss

Episodes 18

Episode 18: Readiness Beyond Numbers: Building a Team That Scales
13d ago · 31:12
Episode Overview Growth often creates an obvious reaction for business owners: I need more people. When the workload is piling up and there aren't enough hours in the day, another employee can feel like the fastest solution. But hiring someone doesn't automatically eliminate the pressure. In many cases, it exposes the operational problems that were already there. In Episode 18 of R Readiness Lens, Readiness Beyond Numbers: Building a Team That Scales, Sheri Radler explores what it actually means to be ready to grow through people. She explains how unclear responsibilities, undocumented process
Episode 17: SNH - Accounting Conference Review thru Lens of Business Owners
2mo ago · 55:21
Episode Overview In Episode 17 of R Readiness Lens, Sheri Radler is joined by fellow accounting firm owners Michelle Ball Brown, Ann Napolitano, and Savedra Scott to unpack the biggest lessons from the Scaling New Heights Conference, one of the nation's premier events for accounting and advisory professionals. Instead of focusing on accounting trends, this conversation translates what they learned into practical takeaways for business owners navigating growth, leadership, and long-term success. While artificial intelligence dominated many conference sessions, the panel agrees that AI isn't the
Episode 16: Scaling Smart: Why 80% Systems and 20% Personalization Works
2mo ago · 26:43
Episode Overview In Episode 16 of R Readiness Lens, Sheri Radler tackles a challenge many business owners quietly struggle with: how do you create systems and processes without losing the personalized service that makes clients choose you in the first place? As businesses grow, finding the right balance between customization and consistency becomes critical to both client satisfaction and long-term success. Many owners resist standardization because they fear becoming transactional or losing what makes their business unique. Sheri challenges that assumption by showing how too much customizatio
Episode 15: From Reactive to Ready: Why Proactive Accounting Wins
2mo ago · 42:05
Episode Overview Many business owners start their companies with a passion, skill, or vision, but few anticipate the complexity that comes with growth. As businesses expand, leaders often find themselves trapped in reactive decision-making, overwhelmed by daily demands, and disconnected from the strategic planning needed to scale successfully. In this episode of R Readiness Lens, Sheri Radler explores why profitability is not simply about increasing revenue. Instead, sustainable success comes from creating visibility, accountability, and operational control throughout the organization. She dis
Episode 14: Resilience Playbook: Preparing for the Unexpected
3mo ago · 20:00
Episode Overview Not every business disruption starts from inside your company. Sometimes it’s a flood, a cyberattack, a key employee leaving, supply chain pressure, or sudden economic shifts that test whether your business can actually withstand disruption in real life. In Episode 14 of the R Readiness Lens podcast, Sheri Radler continues the conversation around business risks and blind spots by focusing on resilience: how to prepare your business to pivot, adapt, and keep moving when unexpected events happen. Through real-world stories and practical examples, Sheri walks through the operatio
Episode 13: The Role of your CFO Roundtable
4mo ago · 17:05
Episode Overview In this episode of Our Readiness Lens, Sheri Radler expands on the concept of operational blind spots by introducing one of the most important frameworks for business owners: your leadership circle. Too often, business ownership is treated like a one-person role, where the owner is expected to be the expert in everything. But sustainable, resilient businesses are not built that way. Instead, they are supported by a strong network of advisors and leaders who bring clarity, perspective, and expertise to key decisions. Sheri walks through the essential roles every business should
Episode 12: Operational Blind Spots That Cost You Growth
4mo ago · 43:53
Episode Overview In this episode of R Readiness Lens, Sheri dives into the operational blind spots that quietly hold businesses back from growth. While most owners focus on getting more clients, more revenue, and more momentum, the real constraint is often internal. These blind spots are not obvious failures. They are subtle inefficiencies, outdated processes, and misaligned systems that once worked but haven’t evolved with the business. Sheri breaks down how to identify these hidden frictions, where they tend to show up, and how to start addressing them without overhauling everything. If your
Episode 11: Business Killers: What Can Take You Down Overnight
5mo ago · 50:04
Episode Overview In Episode 11 of Our Readiness Lens, Sheri is joined by Ann Napolitano of Napolitano Consulting for a conversation about one of the most overlooked areas of business readiness: the risks that can force a business owner to exit before they planned to. Many owners think of exiting as something they will deal with later, often on a timeline of their own choosing. But in reality, life and business rarely move according to plan. Death, disability, divorce, partner disputes, customer concentration, vendor disruption, and operational blind spots can all force a transition long before
Episode 10: Decision-Making by Dashboard
5mo ago · 34:27
Episode Overview In Episode 10 of Our Readiness Lens, Sheri explores one of the most powerful tools available to business owners as they grow: dashboards. When businesses are small, decisions often rely on instinct. Owners watch the bank balance, feel the rhythm of incoming calls, and react based on what’s happening in real time. But as companies grow and leaders begin delegating responsibility to teams, that direct visibility fades. Dashboards solve that challenge. By translating key performance indicators (KPIs) into clear visual trends, dashboards allow business owners to delegate execution
Episode 9: Financial Planning: The Growth Multiplier for Small Businesses With Guests Denise Hanlon and Jane Watkins
6mo ago · 39:58
Episode Overview In Episode 9 of Our Readiness Lens, Sheri is joined by two experienced tax professionals, Denise Hanlon (Hanlon CPA) and Jane Watkins (Tax Time Services), for a powerful conversation about strategic planning beyond the walls of your business. While Sheri’s firm works deeply inside operations—accounting, advisory, payroll, and performance—the truth is your business is only one slice of your financial world. Retirement, estate planning, ownership structure, legacy goals, tax strategy, and risk management all intersect with operational decisions. This episode explores why busines
Episode 8: A Client Story of Growth, Readiness, and Real Decisions, with Guest Aaron
6mo ago · 57:10
Episode Overview In Episode 8 of R Readiness Lens, Sheri Radler is joined by Aaron, a long time client who has worked with Sheri for nearly a decade. This episode is a candid look at what business readiness looks like in real life over many years, not just in theory. Aaron shares how his journey began in 2015 with a box of financial documents and a need for help, and how the relationship evolved into building multiple entities, navigating major growth moments, planning exits, and ultimately scaling a complex, highly regulated national business. The conversation covers building the right adviso
Episode 7: Cash Flow Isn’t Profit (and Why That Matters)
7mo ago · 16:01
Episode Overview In Episode 7 of R Readiness Lens, Sheri Radler is joined by Nikki Mullins, Director of Client Services at R Accounting Group, for a practical conversation about one of the most common sources of stress for business owners: cash flow. Together, Sheri and Nikki break down the difference between revenue, profit, and cash, and explain why profitable businesses can still feel broke. This episode reframes cash flow as an operational readiness issue, not a discipline problem, and walks through how timing, growth, and obligations collide in ways that catch even well run businesses off
Episode 6: Clean Financials Are a Strategy, Not a Task
7mo ago · 18:29
Episode Overview In Episode 6 of R Readiness Lens, Sheri Radler reframes one of the most misunderstood parts of running a business: clean financials. Too often, financial statements are treated as a chore or a compliance requirement that only matters at tax time. Sheri explains why that mindset holds businesses back and why clean financials are not about bookkeeping perfection, but about strategy, clarity, and readiness. This episode brings together themes from the earlier episodes, including readiness, chutes and ladders, founder dependency, and the Business Owner’s Mirror Test. Sheri walks t
Episode 5: Insights from the C-Suite with Guest Kristen Corey of MediaBooks
8mo ago · 17:21
Episode Overview In this episode of the Our Readiness Lens podcast, host Sheri Radler discusses the importance of business readiness with guest Kristen Corey from Mediabooks. They explore how businesses can enhance their curb appeal, the differences in mindset between accountants and marketers, the significance of a professional online presence, and the necessity of branding and compliance. The conversation also covers market research, choosing the right social media platforms, and the value of finding specialized marketing support for different industries. Key Takeaways - Understanding curb a
Episode 4: The Business Owner's "Mirror Test"
8mo ago · 16:01
Episode Overview In Episode 4 of R Readiness Lens, Sheri Radler introduces what she calls the Business Owner’s Mirror Test. This episode builds directly on the conversations from the first three episodes and asks business owners to pause and take an honest look at their role inside their business. Sheri walks through three common positions owners find themselves in: the bottleneck, the driver, or the blind spot. She explains how each one shows up in day-to-day operations, decision making, and team dynamics, and why awareness is the first step toward readiness and growth. Through real stories a
Episode 3: Is Your Business Too Dependent on You?
9mo ago · 20:57
Episode Overview In this episode of R Readiness Lens, Sheri Radler digs into one of the biggest “chutes” a business can face: founder dependency — when everything in a company runs through one person. Sheri explains why this is so common for small and midsize business owners, how it holds companies back, and what it takes to build real operational independence. Drawing on stories from the 2020 crisis, client case studies, and her own experience advising owners who are preparing for transition or growth, Sheri explores why readiness isn’t about being prepared for an exit someday — it’s about be
Episode 2: The Chutes and Ladders of Business Growth
9mo ago · 28:42
Episode Overview Business rarely grows in a straight line. Some weeks you’re climbing a ladder — momentum is high, systems are working, and everything clicks. Other weeks, an unexpected challenge sends you sliding backward. In this episode of R Readiness Lens, Sheri Radler explores the chutes and ladders of business and why having a framework matters when life and business feel unpredictable. Sheri shares real stories from her early accounting career, explains how corporate structure can benefit small businesses, and walks through the most common reasons companies get stuck — from losing sight
Episode 1: What Is the Readiness Lens?
10mo ago · 11:58
Episode Overview Running a business isn’t just about keeping up with today — it’s about being ready for tomorrow. In this kickoff episode of R Readiness Lens, Sheri Radler, Founder of R Accounting Group, introduces the readiness mindset — a small business accounting framework designed to help owners move from reaction to preparation. Drawing on her experience working with entrepreneurs and corporate leaders alike, Sheri shares what it means to build a business that runs on structure, rhythm, and intention — so you’re not just surviving, you’re scaling. Whether you’re leading a growing team or

Episodes

Reading the feed…

More Business shows

R Readiness Lens Podcast

Episodes 18

Episode 18: Readiness Beyond Numbers: Building a Team That Scales

Episode 17: SNH - Accounting Conference Review thru Lens of Business Owners

Episode 16: Scaling Smart: Why 80% Systems and 20% Personalization Works

Episode 15: From Reactive to Ready: Why Proactive Accounting Wins

Episode 14: Resilience Playbook: Preparing for the Unexpected

Episode 13: The Role of your CFO Roundtable

Episode 12: Operational Blind Spots That Cost You Growth

Episode 11: Business Killers: What Can Take You Down Overnight

Episode 10: Decision-Making by Dashboard

Episode 9: Financial Planning: The Growth Multiplier for Small Businesses With Guests Denise Hanlon and Jane Watkins

Episode 8: A Client Story of Growth, Readiness, and Real Decisions, with Guest Aaron

Episode 7: Cash Flow Isn’t Profit (and Why That Matters)

Episode 6: Clean Financials Are a Strategy, Not a Task

Episode 5: Insights from the C-Suite with Guest Kristen Corey of MediaBooks

Episode 4: The Business Owner's "Mirror Test"

Episode 3: Is Your Business Too Dependent on You?

Episode 2: The Chutes and Ladders of Business Growth

Episode 1: What Is the Readiness Lens?

Episodes

More Business shows

Trading Nut | Trader Interviews - Forex, Futures, Stocks

Podcast 森辺一樹のグローバル・マーケティング 〜すべてはアジアで売るために〜

Let's Talk Money with Dave & Reb

The Get Ready For The Future Show

Life's Inside Track

Reach Your Full Potential – The Mentors Radio

Episodes 18

Episode 18: Readiness Beyond Numbers: Building a Team That Scales

Episode 17: SNH - Accounting Conference Review thru Lens of Business Owners

Episode 16: Scaling Smart: Why 80% Systems and 20% Personalization Works

Episode 15: From Reactive to Ready: Why Proactive Accounting Wins

Episode 14: Resilience Playbook: Preparing for the Unexpected

Episode 13: The Role of your CFO Roundtable

Episode 12: Operational Blind Spots That Cost You Growth

Episode 11: Business Killers: What Can Take You Down Overnight

Episode 10: Decision-Making by Dashboard

Episode 9: Financial Planning: The Growth Multiplier for Small Businesses With Guests Denise Hanlon and Jane Watkins

Episode 8: A Client Story of Growth, Readiness, and Real Decisions, with Guest Aaron

Episode 7: Cash Flow Isn’t Profit (and Why That Matters)

Episode 6: Clean Financials Are a Strategy, Not a Task

Episode 5: Insights from the C-Suite with Guest Kristen Corey of MediaBooks

Episode 4: The Business Owner's "Mirror Test"

Episode 3: Is Your Business Too Dependent on You?

Episode 2: The Chutes and Ladders of Business Growth

Episode 1: What Is the Readiness Lens?

Podcast 森辺一樹のグローバル・マーケティング〜すべてはアジアで売るために〜