Why Collaboration Beats Isolation

Margin Maximizers

#MBA #Business #Margin Maximizers #Resonance Media Agency #Finance Manager #Commercial Finance Expertise #Cfo Advisory Services #Finance Operations Synergy #Business Finance Consulting #Finance Management Excellence #Advanced Financial Analysis #Business Operations Finance #Corporate Finance Advisory #Operational Cost Management #Financial Risk Management #Hands-on Financial Leadership #Tailored Financial Consulting #Chief Financial Officers

33:20

ChatGPT Agent is here! ↳ What the heck is it? ↳ How does it work? ↳ What do you need to know? Glad you asked, shorties. Join us for the answers. Square keeps up so you don't have to slow down. Get everything you need to run and grow your business—without any long-term commitments. And why wait? Right now, you can get up to $200 off Square hardware at square.com/go/jordan. Run your business smarter with Square. Get started today. Newsletter: Sign up for our free daily newsletter More on this Episode: Episode Page Join the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn. Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup Website: YourEverydayAI.com Email The Show: info@youreverydayai.com Connect with Jordan on LinkedIn Topics Covered in This Episode: ChatGPT Agent Mode Overview & Naming Live ChatGPT Agent Demo Walkthrough ChatGPT Agent Mode Availability & Pricing Operator vs. Deep Research Capabilities Explained ChatGPT Agent Virtual Computer Functions Spreadsheet and PowerPoint Generation in ChatGPT Mini RAG-Ready Agents with Data Connectors ChatGPT Agent Security and Biological Risk Classification Timestamps: 00:00 "Introducing ChatGPT Agent" 03:41 Potential Delay for Paid Plan Rollout 09:24 "Chat GPT Agent: New Tools Overview" 12:44 OpenAI-Microsoft Tensions Over Software Overlap 16:42 "ChatGPT's New RAG Feature Unveiled" 21:55 AI Agent with Weapon Risk 23:31 Agent Models: Boon or Bane? 29:05 "Agent Mode: Seamless Editing Integration" Keywords: ChatGPT Agent, Agent Mode, OpenAI, virtual computer, Agentic skills, Operator, Deep Research, browsing websites, web research, synthesizing information, Microsoft competitor, PowerPoint creation, Excel spreadsheet creation, terminal access, public API integration, connectors, data analysis, image generation, multi-agent environments, retrieval augmented generation, mini RAG, AI operating system, human-in-the-loop, security concerns, biology classifier, biological weapons classification, chemical weapons classification, O3 model, Google Gemini 2.5 Pro, agentic models, AI workflows, editable slide deck, Microsoft Office alternative, AI-powered presentations, spreadsheet automation, cloud-based agents, AI task automation, calendar integration, Gmail connector, Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Square keeps up so you don't have to slow down. Get everything you need to run and grow your business—without any long-term commitments. And why wait? Right now, you can get up to $200 off Square hardware at square.com/go/jordan. Run your business smarter with Square. Get started today.…

25 days ago 19:00

MP3•Episode home

This week on Margin Maximizers, Soonah and Karen dive into why collaboration isn’t just helpful - it’s essential when you're trying to turn numbers into real business impact.

If you’re a CFO, accountant, or advisor focused on more than just the P&L, this one’s for you.

Here’s what you’ll hear:

1️⃣ Why Collaboration Beats Isolation

How siloed teams can drive sales - but kill margins.

2️⃣ What We See Behind the Numbers

Revenue doesn’t equal profitability. We share real stories of businesses growing broke.

3️⃣ What We Offer to Coaches and Accountants

We don't replace you - we partner with you. Think: better reporting, margin tracking, cash flow mapping, and process alignment.

📲 Tune in now on YouTube or wherever you get your podcasts.

Let’s move beyond the numbers and build businesses that actually make money - together.

#MarginMaximizers #CFOs #Accountants #FinancialStrategy #BusinessProfitability #SmartGrowth #CollaborativeAdvisors #CashFlowMatters #BehindTheNumbers

Hosted on Acast. See acast.com/privacy for more information.

24 episodes

Why Collaboration Beats Isolation

Margin Maximizers

published 25 days ago

MP3•Episode home

This week on Margin Maximizers, Soonah and Karen dive into why collaboration isn’t just helpful - it’s essential when you're trying to turn numbers into real business impact.

If you’re a CFO, accountant, or advisor focused on more than just the P&L, this one’s for you.

Here’s what you’ll hear:

1️⃣ Why Collaboration Beats Isolation

How siloed teams can drive sales - but kill margins.

2️⃣ What We See Behind the Numbers

Revenue doesn’t equal profitability. We share real stories of businesses growing broke.

3️⃣ What We Offer to Coaches and Accountants

We don't replace you - we partner with you. Think: better reporting, margin tracking, cash flow mapping, and process alignment.

📲 Tune in now on YouTube or wherever you get your podcasts.

Let’s move beyond the numbers and build businesses that actually make money - together.

#MarginMaximizers #CFOs #Accountants #FinancialStrategy #BusinessProfitability #SmartGrowth #CollaborativeAdvisors #CashFlowMatters #BehindTheNumbers

Hosted on Acast. See acast.com/privacy for more information.

24 episodes

All episodes

Margin Maximizers

1
Why “Phase 0” is the secret to ERP success & the industries that truly benefit from SAP 32:56

2 days ago32:56

32:56

We’re joined by Judith O’Callaghan from Global ERP Advisory to unpack the real story behind successful business transformations. From cross-stitching quirks to cutting through ERP chaos, Judith shares how “Phase 0” sets the foundation for everything that follows. Whether you're a CFO, advisor, or transformation lead, this episode is a must-listen. Topics include: • Why “Phase 0” is the secret to ERP success • The industries that truly benefit from SAP • How strategy + structure = transformation done right Tune in for insights, laughs, and the blueprint behind lasting business change. Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
Why Collaboration Beats Isolation 19:00

25 days ago19:00

19:00

This week on Margin Maximizers , Soonah and Karen dive into why collaboration isn’t just helpful - it’s essential when you're trying to turn numbers into real business impact. If you’re a CFO, accountant, or advisor focused on more than just the P&L, this one’s for you. Here’s what you’ll hear: 1️⃣ Why Collaboration Beats Isolation How siloed teams can drive sales - but kill margins. 2️⃣ What We See Behind the Numbers Revenue doesn’t equal profitability. We share real stories of businesses growing broke. 3️⃣ What We Offer to Coaches and Accountants We don't replace you - we partner with you. Think: better reporting, margin tracking, cash flow mapping, and process alignment. 📲 Tune in now on YouTube or wherever you get your podcasts. Let’s move beyond the numbers and build businesses that actually make money - together. #MarginMaximizers #CFOs #Accountants #FinancialStrategy #BusinessProfitability #SmartGrowth #CollaborativeAdvisors #CashFlowMatters #BehindTheNumbers Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
If You're the Block, This Is the Fallout 31:03

6 weeks ago31:03

31:03

Karen and Soonah unpack what really happens when business owners resist structure, dodge accountability, and stay loyal to the wrong people. From chaos disguised as “freedom” to teams hiding behind broken systems, this episode reveals how leadership blind spots drain culture - and margin. Hard truths, sharp insights, and a clear path to taking back control (without control-freaking). Because your culture is what you tolerate - and your margin proves it. Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
Are You the Block? Are you the reason your business is not moving forward? 29:01

8 weeks ago29:01

29:01

In this raw and revealing first episode, Karen and Soonah dive into the uncomfortable truth many SME owners face: sometimes you are the bottleneck. From resisting change to clinging to control, we explore how fear, pride, and exhaustion can stall growth. You’ll hear the tell-tale signs of self-sabotage, real-world pushbacks, and a practical checklist to help you get out of your own way. Because to scale your business, you have to scale yourself first. Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The 8 Crucial Numbers - Doing Less for More 31:39

10 weeks ago31:39

31:39

Karen and Soonah break down the 8 key financial numbers every business owner must track to maximise profits and performance. Learn how focusing on the right data - like Gross Profit Margin, Customer Lifetime Value, and Break-Even Point - can transform your business without the overwhelm. Plus, discover two bonus cash flow metrics you can’t afford to ignore. If you're ready to do less but achieve more, this episode is a must-listen! Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
How To Build A Standout Presence in The Finance Industry 32:40

12 weeks ago32:40

32:40

In this powerhouse episode, Soonah and Karen dive into what truly sets Margin Maximizers apart. They unpack how to build a standout presence in the finance industry through strategic clarity, scalable systems, and real-world leadership. Karen shares her gift for creating structure, driving accountability, and bridging vision with execution, while Soonah brings bold, commercial thinking and a gift for translating complex finance into actionable strategy. They also explore big data, succession planning, and how to turn stress into strategy when the pressure’s on. Whether you're leading a team or growing your own firm, this episode is packed with insights to help you thrive in 2025 and beyond. Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The Year Ahead 25:03

25 weeks ago25:03

25:03

Welcome to the first episode of 2025 on the Margin Maximizers Podcast! Join Matt and financial gurus Soonah Walkom and Karen Hildenbrand-Allery as they set the stage for a year of innovation and strategic growth. This episode is dedicated to unveiling the ambitious vision of Margin Maximizers for the new year and beyond. Soonah and Karen will share insights into the anticipated expansions, new services, and markets that Margin Maximizers aims to explore. This episode also explores how Margin Maximizers plans to align with emerging financial trends such as AI, automation, and regulatory changes, enhancing service offerings and ensuring enhanced compliance support. Listen as we discuss how Margin Maximizers intends to enhance client value through innovative financial management tools and educational resources. Engage with us as we discuss the crucial role of our listener community in shaping our services and the interactive opportunities we plan to offer this year. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The 2024 Recap 34:27

30 weeks ago34:27

34:27

Join us for a special edition of the Margin Maximizers Podcast as we wrap up our inaugural year and look ahead to an exciting 2025. Matt and financial experts Soonah Walkom and Karen Hildenbrand-Allery take a moment to reflect on the milestones and achievements of the past year. Discover the standout moments, listener impacts, and the key lessons learned from our journey through 2024. In this festive episode, we dive into how the podcast has influenced businesses, shaped financial strategies, and fostered a community of proactive leaders. Listen as Soonah and Karen share their highlights and discuss the evolving landscape of finance management. We also give a sneak peek into what's coming next for Margin Maximizers in 2025, including new topics, guest teasers, and strategic expansions. And, of course, no holiday special would be complete without some heartfelt New Year's advice and well-wishes from our hosts. Tune in for a blend of reflection, anticipation, and festive cheer as we gear up to make 2025 even more impactful. Happy holidays, and here’s to continuing to maximize your margins! Subscribe now to join our community of forward-thinking business leaders and prepare for another year of powerful insights! If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
Rob MacDonald from Mac Team Consulting 43:57

32 weeks ago43:57

43:57

In a first for Karen and Soonah, we have a guest in the studio with us. Rob Macdonald fell into sales and never looked back. With his wife Amanda, Rob started Mac Team Consulting, which helps businesses and people achieve their goals and objectives or challenges them to create goals they never imagined possible. They help businesses grow through people development rather than Products. Rob is a qualified behaviour trainer, and it will be interesting to see what he thinks of our hosts after this episode. All jokes aside, this episode is a great exploration of Sales, building culture and much more. To learn more about Mac Team Consulting, click on the link below: https://www.macteamconsulting.com.au/ If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
Navigating Business Challenges: Expert Answers to Your FAQs 35:27

34 weeks ago35:27

35:27

In this enlightening episode of Margin Maximizers, hosts Soonah and Karen dive into some of the most pressing questions posed by business leaders today. From managing rising operating expenses, ensuring regulatory compliance, mitigating cybersecurity risks, and integrating sustainable practices without sacrificing profitability, our experts share actionable strategies and insights. Tune in to discover how businesses can navigate these complex challenges and stay ahead in today’s dynamic market. Whether you're looking to streamline costs, fortify your cybersecurity, or conduct a comprehensive payroll audit, this episode provides guidance to enhance your operational efficiency and safeguard your profit margins. Don't miss these invaluable lessons tailored specifically for leaders striving for excellence in their industries. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The New Frontier - AI and your Business 44:37

34 weeks ago44:37

44:37

In this episode, Karen and Soonah delve into the transformative impact of virtual efficiencies and artificial intelligence (AI) on today's business landscape, particularly in B2C industries focused on Gross Margin. It underscores how technologies once considered futuristic are now indispensable for maintaining competitiveness and driving growth. This episode will provide valuable insights into the necessity and benefits of integrating advanced technologies in modern business practices, emphasising that embracing these changes is beneficial and essential for future success. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The Clip Show - Part 2 17:57

36 weeks ago17:57

17:57

We take you on a "Best Of" tour of Margin Maximizers as Soonah and Karen explain the benefits of outsourcing your finances, implementing AI and a whole lot more. Hosted on Acast. See acast.com/privacy for more information.

Margin Maximizers

1
Financial Forecasting - Shaping your Future Success 38:35

40 weeks ago38:35

38:35

This episode of Margin Maximizers dives into the critical role of financial forecasting in shaping the future success of businesses. It gives listeners an in-depth look at how effective forecasting can significantly enhance strategic business planning. Episode Summary: The episode opens with a discussion on the pivotal role of financial forecasting in business success, highlighting its importance regardless of a company's size. What is Financial Forecasting? The concept of financial forecasting is explained as predicting future financial outcomes using historical data, current trends, and market conditions. Various tools used for forecasting, like spreadsheets and sophisticated software platforms, are discussed. Segment 2: Why Financial Forecasting Matters The segment covers how forecasting enables businesses to prepare for future financial needs, identify potential shortfalls, and effectively allocate resources. It's highlighted as a critical tool for making informed strategic decisions. Segment 3: Types of Financial Forecasts Different types of financial forecasts are outlined, including revenue, cash flow, balance sheet, and profit and loss forecasts. The importance of customising forecasts to fit different business models is emphasised. Segment 5: The Dangers of Not Forecasting The risks of neglecting financial forecasting are discussed, such as unexpected cash flow shortages and missed growth opportunities. A cautionary tale is shared about a business that faced financial difficulties due to inadequate forecasting. Segment 6: How to Get Started with Forecasting A guide is provided on initiating financial forecasting, from gathering historical data to identifying key variables and utilising appropriate software. The segment stresses the importance of regular updates and involving key stakeholders in forecasting. Conclusion & Final Thoughts: The episode concludes by stressing that accurate and ongoing financial forecasting is crucial for all businesses, encouraging listeners to implement this practice to stay competitive and proactive. This episode serves as a comprehensive guide, equipping listeners with the necessary knowledge and tools to implement effective financial forecasting in their own businesses. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
All About Your Business - The Operational P & L 41:42

42 weeks ago41:42

41:42

In this detailed episode of the Margin Maximizers podcast, Karen and Soonah discuss the intricacies of managing an effective operational Profit and loss (P&L) statement. They begin by highlighting the critical role of revenue as the foundation of the P&L and the importance of accurate revenue recognition, especially for businesses with complex supply chains. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
Rod Peters from Eventum Optimum 35:37

44 weeks ago35:37

35:37

Soonah and Karen work without a net for the first time as they welcome their first guest onto the show. Rod Peters from Eventum Optimum brings his expertise to Margin Maximizers, and this episode shouldn't be missed. A little about Rod - Rod commenced work as an accountant in public practice before moving to ASIC as a financial investigator for 7 years. He worked with both the ASX and Sydney Futures Exchange in compliance roles before moving into corporate banking with JP Morgan, Merrill Lynch and HSBC Bank. His last corporate role was Head of Compliance and Company Secretary at HSBC Bank Australia Limited. A little about Eventum Optimum - Eventum Optimum is the Latin phrase for “The Best Result”. And this is exactly where our core purpose as an advisory firm is focused on delivering – the best result for our clients. Our focus is on the delivery of comprehensive services primarily in the areas of asset and risk protection, pre-insolvency, corporate advisory and the provision of equity and debt funding solutions. https://www.eventumoptimum.com.au/ If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The Clip Show 20:06

46 weeks ago20:06

20:06

For the ninth episode of Margin Maximizers, we try something slightly different with a CLIP SHOW—a little "best of" that takes you behind why Karen and Soonah started Margin Maximizers. We discuss: One Source of Truth The User Experience Common Pitfalls At the end of the episode, we have a sneak peek of what's up next—spoiler alert—it's a guest! If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
Breaking the Barriers - Outsourcing your Finance Dept. 34:28

48 weeks ago34:28

34:28

In this eye-opening episode titled "Breaking Barriers - Outsourcing your Finance Dept." we delve into the transformative impact that outsourced CFO and FC services are having on the financial management of small to medium businesses. Starting with an overview of the traditional in-house model, the episode shares compelling real-life examples of businesses that faced challenges without dedicated financial expertise. Karen and Soonah then discuss the revolutionary concept of outsourcing, defining what it entails and discussing the rise of part-time and fractional financial experts. Listeners will learn how these accessible and cost-effective services enable smaller companies to harness the same financial guardianship that Fortune 500 companies enjoy, effectively levelling the playing field in today's competitive market. This episode is a must-listen for business owners looking to enhance their financial strategy without the hefty price tag. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The Power and Connectivity of a Skilled CFO and FC for your Business 32:35

50 weeks ago32:35

32:35

In this latest episode of the Margin Maximizers Podcast, Soonah and Karen explore the symbiotic roles of the Chief Financial Officer (CFO) and Financial Controller (FC). Together, they explore how CFOs and FCs collaborate to enhance strategic business decisions and financial operations. The discussion starts with a clear definition of each role, followed by an exploration of how these positions complement each other to maximise efficiency and effectiveness within a company. Karen and Soonah share how their collaboration has led to strategic impacts on business, enhancing financial connectivity and driving sustainable growth. Listeners are treated to real-world success stories demonstrating the significant benefits a cohesive CFO and FC partnership can bring to an organisation. This episode is a must-listen for business owners, finance professionals, and anyone interested in the strategic benefits of strong financial leadership within a company. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The Margin Maximizers Focus - Part 2 52:06

1 year ago52:06

52:06

In Part 2 of the Margin Maximizers industry focus episodes we look at three more areas that the team will focus on. Construction, Manufacturing and Agriculture. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The Margin Maximizers Focus - Part 1 51:13

1 year ago51:13

51:13

In the latest episode of Margin Maximizers, Karen and Soonah explain the first three Industries they aim to focus on and why they chose those industries. This is a two-part episode; next week, we will look at the next three, but today, we will look at E-Commerce, Engineering, and Trade Services. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
Financial Fumbles and their Solutions 47:02

1 year ago47:02

47:02

Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experiences and get actionable advice to help you confidently navigate financial management. Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
One Source of Truth 41:11

1 year ago41:11

41:11

In this episode, we unpack - One Source of Truth and discuss what a deep dive into a client’s financials looks like. Karen and Soonah share the roles that they play in the Margin Maximizers' experience and how they define that One Source of Truth Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
The User Experience 44:12

1 year ago44:12

44:12

In episode two of Margin Maximizers, we unpack the user experience for new clients. A good and thorough onboarding process is essential to achieving positive outcomes; Soonah and Karen talk us through what their individual roles look like for new clients. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au Hosted on Acast. See acast.com/privacy for more information.…

Margin Maximizers

1
Welcome to Margin Maximizers 52:29

1 year ago52:29