Imperfectly Impactful with Cat Roten

Mission First: How to Build a Financial Strategy Around Your Purpose with Melissa Harman

July 24, 2026·31 min
Episode Description from the Publisher

Sometimes the best business decisions have nothing to do with making more money, they start with getting clear on what you're actually building. In this episode, I'm joined by my own Fractional CFO, Melissa Harman, for a conversation that goes far beyond spreadsheets. In this episode, we talk about: Why your mission should guide every financial decision How to know when it's time to stop managing your books yourself The difference between bookkeeping and strategic CFO support The three types of business owners and which one you are Why being proactive with your finances changes everything Your numbers tell a story, but they're not the whole story. The real goal is building a business that makes room for the life you actually want to live.   Connect with Melissa: Checkout her website Follow her on IG: @missionfirst.cpa   Resources: Connect on Instagram – @cat.roten Prefer Video?- Checkout our Youtube channel Download the Event Integration Kit

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Imperfectly Impactful with Cat Roten and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.