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! 


By Joe Mallo December 26, 2025
Running a therapy practice isn't something they teach you in school, but Kimberly Fuller, a certified sex therapist, has mastered the art of balancing clinical expertise with entrepreneurship. Joe Mallo welcomes Kim to Mastering the Numbers to talk about her transition from clinician to founder of Cleveland Sex and Intimacy Counseling. She opens up about her experience specializing in sensitive topics, building a clinician-focused workplace, and managing the challenges of rapid growth in the mental health industry. Whether you’re a business owner, an aspiring entrepreneur in the healthcare field, or just curious about the intersection of therapy and business, this episode is packed with valuable insights and advice. 👉 Watch now to learn more about Kim’s story and her tips for success! 🔗 Connect with Kimberly: www.clesexandintimacycounseling.com https://www.linkedin.com/in/kim-fuller-503b6118/ 📌 Don’t forget to subscribe, leave a review, and share this episode with someone who needs a little entrepreneurial inspiration!
By Joe Mallo December 18, 2025
Running a law firm isn’t something they teach in law school, but Richard K. Heiser, a self-employed business attorney, has mastered the art of balancing legal expertise with entrepreneurship. In this episode of Mastering the Numbers , host Joe Mallo sits down with Richard to discuss his journey from working at a law firm to building his own successful practice. Whether you’re a business owner, aspiring entrepreneur, or just curious about the intersection of law and business, this episode is packed with valuable insights and advice. Watch now to learn more about Richard’s story and his tips for success! 🔗 Connect with Richard: www.linkedin.com/in/richardkheiser/ www.heiserbizlaw.com/ Don’t forget to subscribe, leave a review, and share this episode with someone who needs a little entrepreneurial inspiration!
More Posts