Episode 54 | Forest Bookman of Focus CFO

Joe Mallo • February 14, 2025

Looking to take your business to the next level? In this episode of *Mastering the Numbers*, host Joe Mallo sits down with Forest Bookman, a seasoned financial expert and partner at FocusCFO. They dive deep into the power of fractional CFO services, uncovering how small to mid-sized businesses can gain strategic financial guidance without the cost of a full-time executive.


From work-life balance to scaling a business and finding the right resources, Forst shares invaluable insights from his decades of experience—lessons that every business owner needs to hear. 


💡 If you’re an entrepreneur navigating financial challenges or simply looking for smarter ways to grow, this episode is for you. Learn how FocusCFO helps businesses achieve sustainable success, the importance of surrounding yourself with the right support system, and why embracing the journey—bumps and all—is key to long-term growth. Don’t miss out on this conversation! Subscribe now, drop a comment below, and let us know your biggest takeaway from the episode. 


Learn More at https://www.focuscfo.com/ 


Don't forget to LIKE, COMMENT, and SUBSCRIBE for more insightful interviews! 

Episode 64 | Dan Fuerst of Briefcase Marketing

By Alissa DeRouchie • April 30, 2025
Meet Dan Fuerst, owner of Briefcase Marketing, and learn how he turned his passion for helping small businesses and nonprofits into a thriving marketing agency in Cleveland. In this episode of Mastering the Numbers , Dan shares how his background in financial services shaped his holistic approach to marketing. From creating impactful messaging to building lead generation strategies, discover how Briefcase Marketing helps clients grow. Dan also opens up about serving Catholic business owners, balancing entrepreneurship with family life, and the challenges of running a small business. Plus, hear his insights on AI tools like ChatGPT and the importance of niching down. 💡 Key Takeaways: Building a well-rounded marketing strategy Overcoming challenges for nonprofits and small businesses Balancing work, family, and personal goals The role of AI in modern marketing Connect with Dan: 🌐 briefcase.marketing 📩 dan@briefcase.marketing Like, comment, and subscribe for more inspiring stories on Mastering the Numbers ! #MarketingTips #SmallBusinessGrowth #NonprofitMarketing #AIinMarketing

Episode 63 | Michelle DeBock of Friends of City Dogs Cleveland

By Alissa DeRouchie • April 23, 2025
Join host Joe Mallo as he chats with Michelle DeBock, president of Friends of City Dogs Cleveland, about her nonprofit's mission to rescue, rehabilitate, and rehome dogs in need. 🐾 What You’ll Learn: -The challenges and triumphs of running a volunteer-led nonprofit. -How community support fuels their mission. -Leadership lessons and celebrating small wins. 🌟 About Michelle: A Cleveland teacher and passionate advocate for dogs, Michelle leads efforts to improve animal welfare while inspiring her community. 💡 Support Their Work: Want to support Friends of City Dogs Cleveland or learn more about their work? Visit their official website or connect with them on social media! Website: https://friendsofcitydogscleveland.com/ Facebook & Instagram: Friendsofcitydogscleveland  📌 Don’t forget to like, comment, and subscribe for more insightful episodes exploring the world of business! #Entrepreneurship #EntertainmentBusiness #LiveMusic #CustomerService #SmallBusinessSuccess
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