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Mission Driven Business

Mission Driven Business

De : Brian Thompson
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 Diverse entrepreneurs share their experiences, strength, and hope to help mission-driven businesses thrive. In a series of intimate conversations, attorney and CFP Brian Thompson and his guests provide practical steps to create businesses with impact and profit. Direction Economie Management et direction
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    Épisodes
    • Close The Books, Open The New Year

      Close The Books, Open The New Year
      Dec 23 2025

      In this solo episode, Brian breaks down one of the most overlooked but essential parts of running a mission-driven business: year-end bookkeeping. You'll learn a simple, practical framework for cleaning up your books, organizing your finances, and setting up systems that actually support you and your business. If you've ever felt overwhelmed by accounting software, unclear categories, or messy receipts, this episode will help you start the new year with clarity and confidence.

      Episode Highlights Why year-end bookkeeping is a big deal

      The way you close this year directly affects how you start the next one. Clean books make tax season easier, help you avoid missed deductions, and give you a real-time view into how your business is doing.

      3 steps to get your books in order

      There are three, key steps to get your books in order before the end of the year:

      1. Clean up the basics: Dig deeper into the fundamentals, including double checking your business and personal expenses are separate, removing overwhelm from your chart of accounts, reconciling your accounts, organizing your receipts and documentation, removing old or inactive accounts, and making payroll corrections.

      2. Review your financial reports: Analyze your Profit & Loss (Income Statement) report, Balance Sheet, and Reconciliation report for accuracy, red flags, and wins.

      3. Prep for tax season and next year: Review your accounting method, confirm expense categories, talk to your tax professional, plan upgrades, and schedule monthly processes.

      Take action now

      Don't delay on getting your books in order. If you manage your own books, block 60-minutes on your calendar this week for a year-end bookkeeping session to work through the 3-step process, and if you work with a professional, schedule time for a year-end review. Even if you only complete one task, that's progress.

      Resources + Links

      • Accounting Software: QuickBooks, Xero, Wave

      • Newsletter Sign Up

      • Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes

      About Brian and the Mission Driven Business Podcast

      Brian Thompson, JD/CFP®, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit.

      On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.
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      8 min
    • How To Define Your Niche with Theresa Pablos

      How To Define Your Niche with Theresa Pablos
      Dec 9 2025
      Brian Thompson chats with Theresa Pablos, CFP®, about the early-stage realities of building a business. A former journalist and freelance marketer, Theresa transitioned careers to financial planning in 2023 and ultimately earned the CFP® certification mark in 2025. She recently joined Equalis Financial as an Associate Financial Advisor and is just starting to build her client base. In this episode, Theresa and Brian discuss the excitement, fear, and the uncomfortable but necessary work of defining a niche. You'll get practical tips for finding your target audience, learn how to provide real value, and get reflection tools to help you grow and scale your own business. Episode Highlights Defining your niche starts with understanding your "why." Choosing a niche allows business owners to serve clients more deeply, efficiently, and sustainably. Before you figure out who you want to serve, you need to identify why you want to build a business and what you like to do. Theresa knew she wanted a people-oriented career that made complex data easy to understand and improved people's lives. After some deep reflection, she discovered values-based financial planning as a career that could help her and others use their resources to create more freedom in their lives. "I want to build my book of business because I want freedom and because I want to be an expert on a topic," Theresa said. Identify your target customers and provide them with value. Once you've defined your why, you need to identify the type of person that you want to serve. While Theresa is still figuring it out, she's thinking about focusing on being a financial planner for creative solopreneurs or a financial planner for tech employees and other professionals who earn equity compensation. However, knowing who you want to serve is only half of the equation. It's equally important to ensure the services you offer solve a real pain point for your target audience. "A lot of my clients seems to fall into this creative solopreneur category, and something I've been reflecting on is that if you're a creative solopreneur, you have a need for financial planning in a way that justifies you going out and actually hiring me or someone else," Theresa said. "While I enjoy working with stock options, a lot of tech employees are DIYers and aren't actively seeking advice unless something big happens to trigger the need." Don't let fear of making the wrong decision stop you. After you know how you want to serve your target customers, it's time to test out your solutions. One way to do that is by having 100 conversations, as recommended by LeSean Smith in Episode 69. And if you're nervous, like Theresa, then you just have to do it scared. "My takeaway is that I just need to trust myself and that being nervous is part of the process," she said. "Fortunately, my journalism background very well prepared me to get a lot of 'Nos' from people, and that's okay because you have to get the 'Nos' to get the 'Yeses.'" Resources + Links Episode 69: Building A Business For Financial Independence with LaSean Smith Why Choose a CFP® Professional Equalis Financial: Website, Instagram, Facebook Theresa Pablos, CFP®: Website, LinkedIn, Instagram Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP®, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.
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      40 min
    • You Can't Change What You Don't Track

      You Can't Change What You Don't Track
      Nov 25 2025
      Brian Thompson loves a good spreadsheet, and in this episode, he's sharing some of his best tips for tracking metrics in a manageable, mission-aligned way. You'll learn how intentional tracking can help mission-driven entrepreneurs gain clarity, celebrate progress, and make better decisions. Drawing inspiration from investor and writer Sahil Bloom's Five Types of Wealth, Brian offers practical tools to help you track progress without it becoming a full-time job. Episode Highlights Tracking creates accountability Tracking transforms assumptions into awareness. If you're not measuring something, it's easy to tell yourself stories — I think I'm doing okay, or I feel behind. But those stories may or may not be true. Tracking brings reality into focus, creating accountability, strategy, and visible progress, shifting from emotional decision-making to data-informed clarity. Five types of wealth to track for mission-driven entrepreneurs Sahil Bloom is an investor, writer, and entrepreneur whose framework for thinking of wealth in five key domains — time, physical, mental, social, and financial wealth — can also be adapted for entrepreneurs building mission-driven businesses. Tracking across all areas of wealth can give you a holistic picture of your business and your life. Time Wealth: How intentionally do you use your time? Are you working on your business or just in it? Social Wealth: Who are you connecting with? Do your clients, colleagues, or communities energize you or make you cringe? Mental Wealth: Are your decisions aligned with your purpose? Do you set time aside for a regular check-in on your mental well-being? Physical Wealth: Are you prioritizing rest, nourishment, and movement? Are you moving throughout the day? Financial Wealth: Do your finances support your ability to stay mission-driven and resilient? Are you able to meet all of your obligations? Start small and make it yours Tracking doesn't have to be complicated. To prevent overwhelm, pick one area to focus on first and use simple tools such as journaling, scorecards, spreadsheets, or apps to help you track your progress. Remember: The key is consistency, not perfection. Designate a specific day and time to review your data and choose a cadence you can stick to. Build your own Wealth Dashboard As a bonus, consider building a simple "Wealth Dashboard" to visualize your progress. Using tools like Google Sheets or Notion, log weekly or monthly metrics for each wealth category and spot imbalances before they become problems. Resources + Links "The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life" by Sahil Bloom Notion dashboards "Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine" by Mike Michalowicz Toggl time tracker Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.
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      10 min
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