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PODCAST

Upleveling

Joy Lutz, CPA, CTP

Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business.

business entrepreneurship

All Episodes

51:15

Mindset Shifts You Need to Make Before Growing

Upleveling ·

2026/01/27

In this episode of Upleveling, Joy sits down with wisdom-led mindset coach Vicki Baird for a powerful conversation on what it truly takes to uplevel, starting from within. They explore the growing pains of leadership, reframing failure, letting go of perfectionism, and building self-trust as your business grows. This episode is a must-listen for ambitious business owners who want to grow sustainably without losing alignment, contentment, or themselves along the way.

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20:31

Your Business Needs an Operating System. Period.

Upleveling ·

2026/01/13

At the start of a new year, Joy shares how structure, not more effort, is often the key to real business growth. In this episode, she breaks down how Aligned CPA uses EOS, the Entrepreneurial Operating System, to create clarity, focus, and accountability through vision, quarterly priorities, and scorecards. If you are feeling busy, overwhelmed, or stuck despite working hard, this episode will help you understand how the right operating system can help your business scale without chaos.

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16:17

The Bullshit We're Not Taking into 2026

Upleveling ·

2025/12/30

In this episode, we’re calling out the bullsh*t we’re not taking into 2026. From winging our days and doing everything ourselves to tolerating bad clients, weak leadership, and unclear goals. This isn’t about New Year’s resolutions; it’s about raising standards, leading with intention, and making disciplined decisions that actually move the business forward. If you’re ready to stop playing small and start upleveling for real, this episode is for you.

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11:39

The Step Between Problems and Goals

Upleveling ·

2025/12/16

Before you set bigger goals, you need to ask one important question: did last year actually work? In this episode, we explore why reflection is the missing link between recurring business problems and meaningful growth—and how answering three simple questions can bring clarity, alignment, and smarter decisions for the year ahead.

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19:25

Goal Planning vs. Issues-Based Planning

Upleveling ·

2025/12/02

At the end of every year, business owners rush to set new goals — bigger revenue, better margins, more time back. But most small businesses don’t have a goal problem… they have an issues problem. In this episode, we break down why traditional goal-setting often fails and why issues-based planning is a far more powerful approach for growing businesses. You’ll learn the real difference between goals, issues, and projects, how to uncover the root causes holding your business back, and a simple 9...

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19:53

From $1M to $2M: How to Double Without Losing Your Mind

Upleveling ·

2025/11/18

Scaling from $1M to $2M requires a total shift in how you lead, manage your time, and run your business. In this episode, we break down the key changes every CEO must make—from tightening focus and building systems to upleveling leadership and mastering sales. If you’re ready to grow without losing your mind (or your profit), this episode gives you the roadmap.

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19:56

Stop Treating Taxes Like a Surprise

Upleveling ·

2025/10/28

Taxes shouldn’t blindside you every April—and if they do, it’s time to fix the process. In this episode of Upleveling, we dive into the mindset shifts and simple strategies that will help you avoid tax surprises, protect your cash flow, and make confident financial decisions year-round. From building a tax-saving cadence to why $0 tax bills might actually be hurting your long-term goals, this episode is a must-listen for growth-minded business owners.

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22:09

People Framework Part 4

Upleveling ·

2025/10/14

How do you keep your best people? In this episode, we dive into why retention is your real growth engine—and how to build a workplace A-players don’t want to leave. We’ll cover the 5 keys to a great culture, how to create calm, and what top talent needs to stay. If you’re tired of starting over, this one’s for you.

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12:45

People Framework Part 3

Upleveling ·

2025/09/30

Great teams don’t happen by accident—they’re built through intentional onboarding, clear expectations, and continuous development. In this episode, we break down how to design a 30/60/90-day plan, instill your company culture, build strong systems, and use KRAs and KPIs to guide performance. Learn how to equip your team with the tools and clarity they need to thrive—because when your people grow, your business grows.

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31:26

People Framework Part 2

Upleveling ·

2025/09/23

Hiring the right person for the right role isn’t luck—it’s a system. In this week’s episode of Upleveling, we continue our People Framework series by walking you through a proven hiring playbook. From building a written hiring plan to screening for values and using a final decision checklist, you’ll learn how to stop winging it and start running a repeatable process that ensures you hire once, right. If you’ve ever struggled with bad hires or rushed decisions, this episode is your roadm...

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21:00

People Framework Part 1

Upleveling ·

2025/09/16

This week we kick off our People Framework series with Part 1: Attracting – How to Get the Right People to Notice You. If you’ve ever said, “I just can’t find good people,” this episode is for you. We break down why great candidates do exist—and how you can position your business so they actually notice you. From shifting your mindset about hiring, to building an employer brand that stands out, to practical tactics like creating a Careers Page that sells, we’ll walk you through how to a...

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16:19

The Power of Mentorship: In Memory of Teresa Morgan

Upleveling ·

2025/09/02

In this heartfelt episode, Joy honors the legacy of her late mentor, Teresa Morgan—a trailblazing attorney and unapologetic builder of women. Through personal stories, Joy shares how one woman’s encouragement, confidence, and connections helped shape her life and career. This episode dives into what real mentorship looks like, how to be a mentee worth investing in, and why it’s your responsibility to prove you're ready for the opportunities you're asking for. Whether you're looking for ...

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24:19

Embrace AI - The Tool to Make Business (and Life) Easier

Upleveling ·

2025/08/19

AI isn’t here to replace you, it’s here to make life and business easier. This episode explores simple ways to use AI in everyday life, highlights custom GPTs that save time at Aligned, and shows how to build a team culture of curiosity. Start small, stay curious, and let AI multiply your effectiveness.

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17:29

What Do You Want?

Upleveling ·

2025/08/05

In this episode, we’re talking all about what it means to live and lead with intention. We share how setting clear goals and building intentional habits has shaped our success, both personally and professionally, and how you can apply the same tools in your own life. From yearly vision-setting to daily non-negotiables we walk you through practical strategies that will help you get clear on what you truly want and take consistent action to achieve it. Whether you’re a business owne...

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9:42

Obsess Over the Activity, Not Just the Goal

Upleveling ·

2025/07/22

Most business owners set ambitious goals. Whether it's scaling revenue, growing a client base, or hitting that next big milestone. But why do so many fall short? In this episode, we dive into a critical mindset shift: moving your focus from the outcome to the activity that creates the outcome. Whether you're aiming for your first $1M year or just want to move the needle, this episode will challenge you to trade wishful thinking for intentional action. Don’t just chase the goal, own the ...

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11:34

5-Minute Bookkeeping Review for Busy Business Owners

Upleveling ·

2025/07/08

Feel like you don’t have time to understand your financials? In this short and practical episode, we break down a 5-minute monthly checklist that every business owner should review when they receive their financial reports. You’ll learn exactly what numbers to look at, why they matter, and how to use them to make smarter decisions, without spending hours in spreadsheets. Whether you're trying to improve cash flow, stay on top of expenses, or prepare for growth, this quick guide will hel...

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13:27

The CEO's Real Role: Chief Problem Solver

Upleveling ·

2025/06/24

In this episode of Upleveling, we're flipping the script on what it really means to lead. Growth doesn’t eliminate problems, it upgrades them. And the faster you learn to solve those bigger, messier challenges, the faster your business grows. We’re diving into: Why problem-solving is the CEO’s real job titleHow resilience is built through decision-making repsTools and tactics for making better, faster decisionsA simple mindset shift that could change how you lead foreverIf you're feeling stuc...

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14:39

Time Management Is a Hoax (And What Actually Works)

Upleveling ·

2025/06/10

Is time management really the key to productivity—or just a well-marketed myth? In this episode, Joy breaks down why traditional approaches often fall short and what actually helps you get more done. She covers smarter strategies like time blocking, energy management, delegating tasks, and setting clear boundaries. If you're ready to stop feeling busy and start feeling effective, this one’s for you.

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7:29

3 Levers to Boost Revenue Now

Upleveling ·

2025/05/27

Most business owners think growing revenue is complicated, but it really comes down to three simple levers. In this episode, we break down each one and explain how you can use them to increase revenue immediately. Whether it's bringing in more clients, increasing the value of each transaction, or encouraging repeat business, these classic levers are straightforward and effective. You'll walk away with practical tactics you can apply today to start seeing results. If you want help identi...

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6:11

Before You Fire: Ask This First

Upleveling ·

2025/05/13

In this week’s episode, Joy dives into one of the toughest decisions a business owner can face: letting someone go. But before you hand out the pink slip, there’s a critical question you need to ask—is this a people problem or a process problem? Joy unpacks how to spot the root of underperformance and shares a practical framework for diagnosing whether the issue lies with the individual or the systems they’re working within. You’ll learn how to approach the situation with clarity, reduce cost...

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27 results

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