The Live Local Marketing Podcast
Most business owners don’t have a revenue problem; they have leaks...the slow, trickle kind that goes unnoticed until the profit lines are not strong enough to make the step up to the next level of your business. Lucky for you, in this episode, Stephanie will help you become aware of your leaks, to be on the lookout for them, so when it comes time to need those profits, you will be ready!In this episode of the Live Local Business Podcast, Stephanie Smith, Financial Strategist and owner of New Light Financial Solutions, breaks down how business owners can better understand their numbers, avoid costly mistakes, and use simple financial systems to make smarter decisions.Stephanie shares how she and her husband built their business around bookkeeping and CFO advisory services, why financial clarity matters for small businesses, and how YouTube tutorials became one of their strongest marketing tools. She also opens up about early business mistakes, rebranding, values-based branding, community relationships, networking, follow-up challenges, and the hidden costs business owners often overlook, including credit card processing fees.Key topics covered:-How Stephanie helps business owners gain financial clarity-Why bookkeeping and CFO advisory services should be simple-The expensive “shiny object” mistake she made early in business-How New Light Financial Solutions got its name and brand direction-Why Zoho Books tutorials became a major lead source-The marketing strategy that brought in most of her clients-Why Facebook ads did not work for their higher-end advisory offer-How volunteering and community relationships created referrals-The importance of follow-up systems and networking-What business owners should know about payment processing feesTimestamps:00:00 Intro00:23 Stephanie Smith’s background and New Light Financial Solutions01:07 What Stephanie loves most about financial work02:20 Solving financial problems like a detective02:43 Working with her husband in business03:35 Early business mistakes and shiny object syndrome05:04 How that experience changed their decision-making06:21 Rebranding from AIO Bookkeeping to New Light Financial Solutions07:31 Values-based branding and choosing brand colors09:04 Marketing strategies that worked09:19 Using YouTube tutorials to attract clients10:35 Marketing that did not work11:29 Building community relationships and referrals12:42 Follow-up challenges and CRM systems13:43 Boring but effective business growth habits14:32 How Stephanie creates Zoho Books tutorial content16:29 What Stephanie hates paying for as a financial strategist17:33 Payment processing fees and business costs19:41 How to connect with Stephanie20:45 Closing thoughtsConnect with Stephanie Smith:LinkedIn: https://www.linkedin.com/in/stephanienorcellosmith/Website: newlightfs.comYouTube: https://www.youtube.com/channel/UCTxTC6LbTrUbOAF1kjLBtqGet the free Connectors Blueprint here: https://www.livelocalwarmmarketing.com/courses
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