<description>&lt;p&gt;Most business owners are focused on the day-to-day.&lt;/p&gt;&lt;p&gt;&amp;nbsp;The problem is… that mindset is quietly limiting their growth.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;In this episode of&amp;nbsp;&lt;em&gt;Grow Your Business &amp;amp; Grow Your Wealth&lt;/em&gt;, guest host Jack Reeder sits down with Grant Daffin, CPA and founder of Daffin Financial, to talk about what really drives long term success for entrepreneurs.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Grant shares his journey from public accounting at EY and internal audit at US Bank to launching his own firm, driven by a desire to build a better culture and deliver more meaningful value to clients.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;The conversation goes deep into the gaps most business owners do not see until it is too late, including poor financial visibility, lack of internal controls, and waiting far too long to think about tax strategy or exit planning.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;One of the biggest takeaways is simple but powerful: many business owners are operating without any real financial plan at all.&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Grant explains why that is one of the most common and costly mistakes he sees, and how investing time and resources into financial planning can dramatically improve outcomes.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;This episode also covers the difference between bookkeeping, controller services, and fractional CFO support, helping business owners understand when it is time to level up their financial operations.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;→ Many business owners wait too long to plan for taxes or an exit&lt;/p&gt;&lt;p&gt;&amp;nbsp;→ Financial statements are often inaccurate without proper oversight&lt;/p&gt;&lt;p&gt;&amp;nbsp;→ Internal controls are critical once a business begins to scale&lt;/p&gt;&lt;p&gt;&amp;nbsp;→ Most entrepreneurs are operating without a true financial plan&lt;/p&gt;&lt;p&gt;&amp;nbsp;→ Investing in planning can unlock significantly more growth potential&lt;/p&gt;&lt;p&gt;&amp;nbsp;→ AI can support efficiency, but expertise and human insight still matter&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Learn more about Grant Daffin and Daffin Financial:&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.daffinfinancial.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);"&gt;https://www.daffinfinancial.com/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;For more information on Guest Host:&amp;nbsp;&lt;/p&gt;&lt;p&gt;Jack W. Reeder, CLU®, ChFC®&lt;/p&gt;&lt;p&gt;Chartered Financial Consultant&lt;/p&gt;&lt;p&gt;978-335-2267&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;🎧 Like what you hear? Follow, like, and subscribe to Grow Your Business &amp;amp; Grow Your Wealth so you never miss an episode designed to help you grow smarter and faster.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;</description>

Grow Your Business and Grow Your Wealth

Gary Heldt

Bonus: Why Financial Planning Matters More Than Most Business Owners Realize

APR 24, 202629 MIN
Grow Your Business and Grow Your Wealth

Bonus: Why Financial Planning Matters More Than Most Business Owners Realize

APR 24, 202629 MIN

Description

<p>Most business owners are focused on the day-to-day.</p><p>&nbsp;The problem is… that mindset is quietly limiting their growth.</p><p><br></p><p>In this episode of&nbsp;<em>Grow Your Business &amp; Grow Your Wealth</em>, guest host Jack Reeder sits down with Grant Daffin, CPA and founder of Daffin Financial, to talk about what really drives long term success for entrepreneurs.</p><p><br></p><p>Grant shares his journey from public accounting at EY and internal audit at US Bank to launching his own firm, driven by a desire to build a better culture and deliver more meaningful value to clients.&nbsp;</p><p><br></p><p>The conversation goes deep into the gaps most business owners do not see until it is too late, including poor financial visibility, lack of internal controls, and waiting far too long to think about tax strategy or exit planning.</p><p><br></p><p>One of the biggest takeaways is simple but powerful: many business owners are operating without any real financial plan at all.&nbsp;</p><p><br></p><p>Grant explains why that is one of the most common and costly mistakes he sees, and how investing time and resources into financial planning can dramatically improve outcomes.</p><p><br></p><p>This episode also covers the difference between bookkeeping, controller services, and fractional CFO support, helping business owners understand when it is time to level up their financial operations.</p><p><br></p><p><br></p><p>→ Many business owners wait too long to plan for taxes or an exit</p><p>&nbsp;→ Financial statements are often inaccurate without proper oversight</p><p>&nbsp;→ Internal controls are critical once a business begins to scale</p><p>&nbsp;→ Most entrepreneurs are operating without a true financial plan</p><p>&nbsp;→ Investing in planning can unlock significantly more growth potential</p><p>&nbsp;→ AI can support efficiency, but expertise and human insight still matter</p><p><br></p><p>Learn more about Grant Daffin and Daffin Financial:</p><p><a href="https://www.daffinfinancial.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);">https://www.daffinfinancial.com/</a></p><p><br></p><p><br></p><p>For more information on Guest Host:&nbsp;</p><p>Jack W. Reeder, CLU®, ChFC®</p><p>Chartered Financial Consultant</p><p>978-335-2267</p><p><br></p><p><br></p><p>🎧 Like what you hear? Follow, like, and subscribe to Grow Your Business &amp; Grow Your Wealth so you never miss an episode designed to help you grow smarter and faster.</p><p><br></p>