Welcome to the first episode of Cash Flow Confessions, a new segment on Getting to the Bottom Line with your host, outsourced CFO Stephanie Smith. In this real-talk mini-series, we spotlight raw and relatable financial challenges that business owners are quietly facing—and how they’re solving them.

In this kickoff conversation, Stephanie sits down with action-oriented business coach Kate Gilbert, who shares her eye-opening realization: she was bleeding money through unused subscriptions and unfinished online courses. Kate walks us through how she’s reclaiming her cash flow by tracking her expenses, prioritizing resources, and leveraging her own organizational tools—like a brilliant course tracker spreadsheet she created to bring order to the chaos.

This episode is your behind-the-scenes look at a real business owner tackling the not-so-glamorous parts of entrepreneurship. If you’ve ever looked at your monthly expenses and wondered where all your money is going, this episode will give you practical next steps and serious motivation.

Whether you're a coach, creative, or CEO, you’ll walk away with clear ideas for improving your bottom line—starting today.

Learn more about Kate: https://kategilbert.com/

We want to hear from you! Send us a message.

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My name is Stephanie Smith, owner of New Light Financial Solutions, and we help business owners walk the one clear path to generating more cash in their business. To learn more, visit us online at https://newlightfs.com/

Sign up for our newsletter for more great tips on how to keep the cash flowing in your business: https://newlightfs.com/newsletter/

Need help generating more cash in your business? Book a right fit call with us today: https://newlightfs.com/rightfit

Start 2026 with purpose, clarity, and a solid plan for your business success. In this solo kickoff episode of Getting to the Bottom Line, host Stephanie Smith, CFO and founder of New Light Financial Solutions, shares her expert process for setting realistic and impactful financial goals. Whether you're aiming to increase revenue, streamline expenses, or improve cash flow, this episode walks you through the exact steps to reflect on last year's performance and create a data-driven roadmap for the year ahead.

Stephanie explains why business owners must go beyond vague resolutions and instead focus on measurable targets using real financial data. She covers 16 key drivers of revenue, profit, and cash flow—and introduces a practical worksheet you can use to visualize your goals and track progress throughout the year. If you’ve ever felt overwhelmed by planning or unsure where to start with your numbers, this episode will bring clarity and motivation.

You’ll also get a preview of an exciting new segment coming next week: Cash Flow Confessions, featuring real stories from business owners facing and overcoming financial challenges.

Ready to stop guessing and start winning with your finances? Tune in now and take control of your 2026 goals.

Get my Think Like a CFO Worksheet: https://newlightfs.com/cfoworksheet/

We want to hear from you! Send us a message.

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My name is Stephanie Smith, owner of New Light Financial Solutions, and we help business owners walk the one clear path to generating more cash in their business. To learn more, visit us online at https://newlightfs.com/

Sign up for our newsletter for more great tips on how to keep the cash flowing in your business: https://newlightfs.com/newsletter/

Need help generating more cash in your business? Book a right fit call with us today: https://newlightfs.com/rightfit

In this revealing episode of Getting to the Bottom Line, host Stephanie Smith sits down with entrepreneur Glenn Bostock, a former cabinet‑maker, elevator‑interior innovator, and now a passionate advocate for what he calls “Human Business.” Glenn shares his unlikely journey from working in a barn to engineering patented elevator‑remodel kits used nationwide, and ultimately building a thriving business focused on people, purpose, and continuous improvement.

Together, they unpack why many business owners underestimate the true cost of disengaged employees, and how reframing “mistakes” as opportunities can transform both workplace culture and profit margins. Glenn walks listeners through practical systems he’s put in place — from post‑it improvement boards and daily “one‑hour fixes,” to a philosophy that rewards transparency and collaboration over fear and punishment.

If you’ve ever wondered how to build a team that’s motivated, aligned, and driven — or why the most successful companies are often the most human — this episode offers a breakthrough mindset. Expect real‑world stories, actionable strategies, and powerful inspiration for creating a business that not only makes money, but makes meaning.

We want to hear from you! Send us a message.

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My name is Stephanie Smith, owner of New Light Financial Solutions, and we help business owners walk the one clear path to generating more cash in their business. To learn more, visit us online at https://newlightfs.com/

Sign up for our newsletter for more great tips on how to keep the cash flowing in your business: https://newlightfs.com/newsletter/

Need help generating more cash in your business? Book a right fit call with us today: https://newlightfs.com/rightfit