The Conscious Edge Podcast: Redefining Wealth as a Whole Human Experience

The Mid-Year Audit That Actually Changes Your Year EP 116

August 11, 2026·42 min
Episode Description from the Publisher

If your first half of the year didn't go the way you planned, you’re not alone.  The good news is you still have time to make adjustments that will actually change it.  Podcast Club is where the conversation continues. Come hang out in the Podcast Club, a free community that meets most Thursdays. You can join us at consciousedge.com/club.  Get full show notes at www.consciousedge.com/ep116 Instagram:@aleciastg In this episode, Alecia sits down with Jenn Baas, fractional CFO and facilitator of the Financial Leadership Lab at The Conscious Edge. Based on Jenn’s experience working with entrepreneurs, a majority find themselves off-track from what they predicted back in January by mid-year.  But there's a fix. A mid-year audit gives you three things: visibility into what's actually working, two quarters to make corrections, and data to replace the guessing. Even if you’re finding yourself in a windfall, you can still get blind-sided. This is the real conversation every entrepreneur needs to have mid-year so there are no surprises come December.    📝 What We Cover in This Episode: In this episode you'll discover: -What Jenn sees over and over: most entrepreneurs’ first halves don't land as planned -Why mid-year is your actual decision point, not December -What happens in your head when the numbers don't match the story you told yourself at the start of the year  -The difference between financial data as compliance vs. financial data as strategy -How looking at your numbers solo creates stories. How sharing them creates solutions. -The exact adjustments you can make in Q3 and Q4 to engineer a different year-end outcome -What the Financial Leadership Lab actually does and how it changes how entrepreneurs use their data

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