How do you scale a service business to $40 million without outside funding? Jon Morris, who built and sold Rise Interactive, reveals the financial frameworks he now uses at Fiscal Advocate to help tech and marketing leaders turn their data into a growth engine, focusing on the only three metrics that truly matter.In this episode, you’ll discover:· The one financial metric (Gross Margin) that 95% of service businesses get wrong—and how to optimize it· How to strategically "unlock" hidden cash within your operations to fund sales and marketing without raising capital· The common and costly spending habits that cripple early-stage tech and service companies· Why your relationship with profit must change if you're serious about scaling· How his firm is building an AI CFO to deliver real-time financial insightsFor founders, CEOs, and any leader focused on profitable, data-driven growth.Connect With Jon Morris:· Website: https://fiscaladvocate.com· LinkedIn: https://www.linkedin.com/in/jonmorrisramsayinnovations· Email: [email protected]:00:00 Introduction to Jon Morris and His Journey01:39 The Transition from Rise Interactive to Fiscal Advocate04:23 What Fiscal Advocate Does05:58 The Critical Role of Gross Margin08:19 How Founder Goals Shape Financial Strategy09:53 Unlocking Cash Without Outside Capital13:49 Common Budgeting Mistakes in Early-Stage Companies15:38 When to Implement a Real Financial System16:46 Turning Financial Data into a Strategic Plan19:26 The Impact of AI on Financial Planning22:00 Key Financial Advice for His Younger Self23:59 The Meaning of Innovation in Finance26:55 Where to Learn MoreSupport the Show:· Fuel the podcast: https://iferia.nestuge.com/supportme· Subscribe and leave a review!· ShareWant to Be a Guest on The Iferia TechCast?· Reach out to Ezekiel on PodMatch· PodMatch Host Profile: https://podmatch.com/hostdetailpreview/theiferiatechcast

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