The Next-Step Blueprint: Data-Driven Decisions at Every Stage

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The Next-Step Blueprint: Data-Driven Decisions at Every Stage

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In this episode, fractional CFO and CPA Kelley Brubaker (Profit Scale Thrive) sits down with Scott Berry live at Kaleidoscope 2025 in Austin to map out a practical, data-first path for immigration and family law firms. You will hear why accurate inputs beat gut feelings, how to reconcile P&L vs cash in the bank, and the often-missed role of debt service and owner distributions. Kelley walks through a one-week time study to design your first or next hire, what to track at $250k vs $1M vs $10M, and how to simplify your tech stack so systems talk to each other. Whether you are solo or scaling, you will leave with a clear next step based on numbers, not noise.

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