Seeking Scale - Episodes

Time to slow down

Craig and Andy talk about not having time to focus on or dive deep into anything, such as content marketing and business development to generate revenue, cash flow, and reach goals/results. Slow down, chill out, and don’t try to do everything because time is the best thing for growth and company maturity.        Craig mentioned how … Read more

Candor and Positioning

Craig and Andy talk with candor and constructive criticism about prioritizing, promoting, and positioning accounting, taxes, bookkeeping, and other financial services, software, and products.          Andy rants about how Craig lied about recommending Bench to anybody starting out in business and handling bookkeeping. Finding inherent flaws have impeded progress and become the bane of his existence.  … Read more

Reducing Uncertainty

Craig and Andy talk about reducing uncertainty by implementing and integrating objectives and key results (OKRs), key performance indicators (KPIs), and entrepreneurial operating systems (EOS) for businesses. A healthy work/life balance is a goal that makes for happy employees.         Andy is making steps toward better organization, process, and possibly following the EOS methodology. Performance goals … Read more

Increasing Certainty

Craig and Andy talk about increasing certainty by checking the objectives and key results (OKRs) process. There should never be any surprises, exceptions, or clarifications. A single source of truth makes a business run smoothly, like a well-oiled machine.    Andy discusses how processes need to be put in place to handle pain points as a … Read more

Base Hits vs. Grand Slams

Craig and Andy talk about base hits and grand slams of product strategy decisions. How can improvements be made to priorities and productivity to make an impact and get results?    Craig is trying to be a more vocal and present founder by making daily posts about fundraising, bookkeeping, cash runway, and sales information via Castos … Read more

Admin, Part Deux

Craig and Andy continue their discussion about administrative roles, responsibilities, tasks, and software as a service (SaaS) tools to make better product processes, priorities, and decisions.  Craig thanks listeners who helped with compliance and state filings. He onboarded with MainStreet to get tax credits. Also, Craig is outgrowing Bench Accounting. His accountant’s recommendation—go from cash-based … Read more

Admin Without The Headaches

Craig and Andy talk about admin things – from bookkeeping to payroll and tax compliance. These business operations and functions may be boring to some but necessary for all.  Andy sometimes got stuck because he did not know what or how to perform specific admin tasks. He started with Gusto but switched Mosey to Justworks … Read more

When things go wrong

When things go wrong in their business, how do Craig and Andy respond? For what it’s worth, they need to know what to worry about and how to communicate to offer guidance and protect customers’ time, money, and data. After rolling out objectives and key results (OKRs) at Castos, Craig shares how job functions, responsibilities, … Read more

Vacation Retro

Craig and Andy reflect on the holidays and taking vacation time away from their businesses. Did you miss them? What happened? Did work still get done and was progress made?  Craig wonders what is the point of him in his business? He is finally giving himself permission to do what he wants to do in … Read more

End of Year Reflections

Craig and Andy reflect on their professional and personal achievements in 2021 and prepare for more progress and growth in 2022. Craig talks about amazing 2021 accomplishments at Castos and gives an update on objectives and key results (OKRs) for the first quarter of next year. Things have to get done and/or delegated to measure … Read more