Last Updated on 3 weeks by Heyward CPA PLLC
Welcome to an insightful exploration into the world of small business management and entrepreneurial success, inspired by the dynamic discussion from Heyward CPA Live. Hosted by James E. Heyward and Kory H. Franklin, this episode dives deep into the practical tools, mindset shifts, and support systems every business owner needs to thrive. Whether you’re navigating financial complexities, building efficient processes, or seeking accountability, this guide breaks down key takeaways to help you unlock your business’s full potential.
Why Systems and Checklists Are Game Changers
One of the standout topics from the conversation is the power of using checklists—not just in business, but in life. Inspired by The Checklist Manifesto by Dr. Atul Gawande, the hosts highlight how checklists are essential for minimizing mistakes and ensuring consistency.
Dr. Gawande wrote his book based on firsthand experience in emergency rooms, where patient care depends on following a detailed checklist of over 120 checkpoints. This rigorous process ensures nothing is missed, even when staff is stretched thin. The same principle applies to business: checklists create a repeatable process that helps reduce errors and improve outcomes.
“Life never goes the way you plan. The best-laid plans are executed with adjustments because failure is part of being human.”
James and Kory emphasize that checklists should be tactical and broken down into actionable tasks—not broad categories like “do marketing.” The more specific the checklist, the easier it is to build productive habits and maintain discipline. They acknowledge the challenge of sticking to guardrails you set for yourself, but underscore the importance of accountability and consistency.
Applying Checklists in Business and Life
- Checklists reduce the risk of failure by prompting you to think twice before acting.
- They foster discipline and structure in daily routines and business operations.
- Effective checklists break down complex processes into manageable, tactical steps.
- Using checklists trains you to be more productive and less prone to errors.
Both hosts admit they are continually working on improving their own checklist habits, demonstrating that mastery is a journey, not a destination.
Introducing Biz Therapy: Coaching for Small Business Success
Beyond systems and checklists, a major highlight of the episode is the launch of the Biz Therapy Coaching program, designed to support business owners in navigating the challenges of entrepreneurship with expert guidance and peer support.
The new Biz Therapy website, biztherapycoaching.com, offers a 12-week group coaching cohort starting January 9th. This program is tailored to help entrepreneurs:
- Gain expert guidance and actionable strategies
- Build confidence and foster lasting business growth
- Participate in online workshops and exercises
- Access exclusive resources and ongoing community support
Kory Franklin, the head coach of Biz Therapy, explains that the program was born from the real needs of business owners who often feel isolated, lacking a voice or a trusted sounding board. Biz Therapy creates a safe, non-judgmental space where entrepreneurs can discuss concerns, identify challenges, and develop systems that work for their unique businesses.
“Biz Therapy helps you pack all the essentials for your business journey into a compact, manageable system — like fitting everything you need into a carry-on suitcase.”
What Makes Biz Therapy Different?
- Focus on the human side of business, addressing mindset and personal development.
- Emphasis on building effective systems to keep the business running smoothly.
- Community-driven learning with peer support and shared experiences.
- Practical tools for risk management and funding preparation.
- Encourages owners to define what winning looks like for them personally and professionally.
The program also tackles common entrepreneurial pain points such as managing anxiety, overcoming negativity bias, and learning how to get out of your own way to maximize success.
Investment and Enrollment Details
Biz Therapy offers flexible payment options to fit different budgets:
- 12 weekly group coaching sessions for $1,100 when paid in full before December 31st.
- Monthly payment plan of $399 over three months.
Class sizes are kept moderate to ensure personalized attention and meaningful social interaction. This approach helps participants feel comfortable opening up and engaging fully.
Enrollment is open now at biztherapycoaching.com, where you can also schedule a brief consultation with the head coach to see if the program is a good fit for your business needs.
The Power of Community and Accountability
James and Kory stress the importance of having a support network in business. Many entrepreneurs start out as technicians, great at their craft, but lack the training and guidance to run the business itself. Biz Therapy fills that gap by providing guardrails, accountability, and a community of like-minded business owners to share insights and collaborate.
They also touch on the critical role of health and wellness for business owners, noting that maintaining physical and mental health is key to sustaining the energy needed for long-term success.
“Being a business owner is a 24/7 commitment. You need to take care of yourself to keep your business thriving.”
Looking Ahead: Setting Goals for 2025
As the year winds down, the hosts encourage listeners and readers to reflect on their 2024 achievements and challenges. They suggest flipping any unfinished goals into new opportunities for 2025 and focusing on setting up systems that allow you to scale without micromanaging every detail.
Writing down goals and plans is key — as James puts it, “What is not written down doesn’t exist.” This simple act helps transform fleeting thoughts into actionable strategies.
Final Thoughts
Episode 77 of Heyward CPA Live delivers a powerful message about the intersection of discipline, systems, mindset, and community in building a successful business. From the practical wisdom of The Checklist Manifesto to the personalized coaching offered by Biz Therapy, entrepreneurs are equipped with tools and perspectives that can transform their journey.
If you’re ready to take your business to the next level, consider adopting detailed checklists, committing to disciplined processes, and joining a supportive community that understands the unique challenges of entrepreneurship.
Remember, success is not just about working harder — it’s about working smarter, healthier, and with the right support.
For more insights and to join the Biz Therapy coaching cohort starting January 9th, visit biztherapycoaching.com today.