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North Fulton Studio

Navigating Back Office Success with Gabrielle Mills of Sourced.

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Navigating Back Office Success with Gabrielle Mills of Sourced. (The Exit Exchange, Episode 23)

In this episode of The Exit Exchange, host John Ray welcomes Gabrielle Mills, President of Sourced., a leading full-service back-office solutions firm. Gabrielle discusses her entrepreneurial journey, highlighting how she and her mother founded Sourced., a firm that provides fractional support in accounting, marketing, HR, and administrative services. She delves into the importance of effective back-office management for business growth and successful exits, sharing insights on common pitfalls, such as accounting mistakes. The conversation also touches on the role of AI in accounting, the significance of scalable business models, and the value of joining XPX Atlanta for business growth. Listen to learn more about how Sourced. helps businesses navigate their back-office needs and prepare for future success.

The host of The Exit Exchange is John Ray, and the show is produced by John Ray and North Fulton Business Radio, LLC, the North Fulton affiliate of Business RadioX®. John Ray is a Gold Sponsor of XPX Atlanta.

Gabrielle Mills, President, Sourced.

Gabrielle Mills is a seasoned entrepreneur with a proven track record in scaling small businesses into profitable companies. She is the co-founder and President of Sourced., a leading full-service back-office solutions firm. Gabrielle established the company from its inception, incorporating various business units such as accounting, marketing, human resources, administrative services, and talent acquisition.

Prior to founding Sourced., Gabrielle worked in corporate marketing and branding at IHG, supporting high-profile partners like the PGA Tour, CMT, and other global hospitality brands.

Gabrielle has always been passionate about empowering other entrepreneurs and now dedicates her time and gift of public speaking to inspire and grow other business leaders.

Sourced.

Sourced. is an award-winning company specializing in solving two of the toughest challenges in business: lack of time and lack of resources. Its services include content marketing, bookkeeping, office assistance, and placement services.

Sourced. provides a full-service, customizable back-office solution for small-to-medium-sized business owners, with all services also available a la carte. The company helps clients fill resource gaps by building teams complete with account management, specialists, and backup support, allowing clients to pay only for what they need.

Services are delivered both virtually and on-site at client business locations.

Website | LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction and Welcome to The Exit Exchange
01:02 Meet Gabrielle Mills of Sourced.
02:42 The Origin Story of Sourced.
06:27 Challenges and Growth in Business
13:31 Common Mistakes in Business Operations
19:48 AI Limitations in Accounting
20:26 Challenges in Business Growth
24:03 Importance of a Strong Back Office
27:25 Sourced’s Journey and Future Plans
31:17 Advice for Business Owners
36:03 Conclusion and Contact Information

The Exit Planning Exchange Atlanta

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles, and education to the heart of the middle market.

Their members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Their vision: to fundamentally change the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaboration-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community by following this link.

The host of The Exit Exchange is John Ray, and the show is produced by North Fulton Business Radio, LLC, the North Fulton affiliate of Business RadioX®, in Alpharetta. The show archive can be found by following this link.

John Ray is a Gold Sponsor of XPX Atlanta.

Achieving-Culture-Excellence-Harnessing-AI-and-Empowering-Teams-feature

Phoenix Business Radio

Achieving Culture Excellence: Harnessing AI and Empowering Teams E34

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Achieving Culture Excellence: Harnessing AI and Empowering Teams E34

This was a unique episode for the Culture Crush Business Podcast. We are always talking about ways to improve company culture so companies can thrive, and this episode was no different in that aspect. The topic was one that is often left out from the conversation of thriving company cultures, the focus on process improvement and the technology for improving the operations and culture of the company.

We discuss the need to focus on technology and resources that will help with the strategic side of the company in order to treat employees as humans rather than machines, which is essential for preventing burnout and maintaining a motivated team.

Effective leadership involves identifying and leveraging employees’ strengths and interests. This allows them to excel in their roles and contribute to the company’s growth. Offloading repetitive tasks to AI or outsourcing can free up employees to concentrate on their core competencies.

AI can be a game-changer for businesses, especially when handling data-intensive tasks. It can optimize scheduling, automate processes, and even enhance customer experiences, as demonstrated by the example of creating a Taylor Swift-inspired AI bot.

The conversation highlights the need to adapt to rapidly evolving technology. The emergence of new career paths, such as prompt engineering, underscores the importance of staying current and embracing technological advancements.

Many companies use numerous software tools, often without realizing the extent of their tech stack. Lauri Erickson emphasizes the importance of integrating these tools to streamline operations and data management, ultimately saving time and resources.

This episode focuses on a few key takeaways for our listeners:

Empower the employees to focus on the true strengths
The power of AI in enhancing efficiencies
Continuous adaptation to evolving technology
Integration of software and tools

Overall, the episode emphasizes the value of fostering a positive company culture, empowering employees, and leveraging outsourcing, technology, and AI to enhance efficiency and employee satisfaction. It also underscores the importance of staying open to new possibilities in the ever-changing business landscape.

Thank you to James Christensen, the President of Gateway Bank, for joining in this conversation and adding his additional insight and stories as the co- host for this episode with Lauri and Ben.

Located in Tempe, Arizona, Project Pros is a family-owned business that’s dedicated to alleviating the administrative burdens faced by small business owners. Their comprehensive support services are designed to give business owners more time, spanning areas like bookkeeping, HR, social media management, phone answering, and virtual administrative assistance.

Project Pros emerged from CEO Lauri Erickson’s understanding of the need to shift small business owners from working ‘in’ their business to working ‘on’ it. The team at Project Pros fosters a synergetic environment, collaborating to find solutions for each client’s unique needs.

Their approach emphasizes collaborative problem-solving, ensuring that every team member’s skills contribute to the clients’ success. Project Pros goes beyond traditional outsourcing, streamlining processes to save their clients both time and money. They serve as an extension of their clients’ businesses, partnering at every stage to facilitate the growth and success of those businesses.

Lauri Erickson’s professional journey is highlighted by her executive-level expertise gained through diverse experiences in various companies and positions. With a background in human resources, bookkeeping, customer service, and sales, she possesses invaluable insights into the unique needs of small businesses.

Lauri’s driving force lies in helping small businesses thrive and flourish. To achieve this, she surrounds herself with a team of like-minded, highly talented, forward-thinking, and energetic individuals who share her passion for making a difference. Their unwavering dedication and support leave a powerful and positive impact on their customers’ success.

Connect with Lauri on LinkedIn and follow Project Pros on Facebook and Instagram.

AI automation agency. We act as the automation department for your business removing redundant work and helping you scale with ease.

Ben Johnson is a seasoned data engineer and software developer with 20 years of experience.

He takes complex problems and solves them with simple and elegant solutions.

Connect with Ben on LinkedIn.

About Our Guest Co-Host

James Christensen is the President of Gateway Bank, the only community bank in Mesa, Arizona. Under his leadership, Gateway has thrived through multiple economic downturns and grown to consistently be one of the strongest performing financial institutions in its peer group.

James is also very active in the local community and was named Mesa Citizen of the Year in 2023. He is a fierce advocate for small businesses, marginalized groups, and people in need. From one-on-one meetings to presentations and podcasts like this, James enjoys educating and inspiring diverse audiences to improve their financial health and overall well-being.

Connect with James on LinkedIn.

About Culture Crush

At Culture Crush, culture isn’t just a corporate buzzword. It’s a key factor that can either boost your company or lead to its failure.

We’re culture consultants, with a focus on leadership, appreciation, communication, processes, accessibility, mental health, diversity, inclusion, and creating a dynamic workplace.

As a growing company:

Culture Crush Business is your hub for company culture resources. With deep cultural insights and years of expertise, we evaluate your company’s needs and connect you with the precise resources to cultivate a thriving culture.

We work with CEOs, founders, HR Directors, or Culture Leaders of companies or teams, who value company culture and understand its impact on their business success.With Culture Crush you’ll learn how to transform your workplace into a place of unity, efficiency, and growth. Don’t just fix your company culture – transform it with Culture Crush Business.

On this podcast: We focus on everything surrounding businesses with good company culture. We will talk with company leaders to learn about real-life experiences, tips, and best practices for creating a healthy work environment where employees are finding joy and satisfaction in their work while also striving and growing within the company. We share the resources to help improve company culture and showcase them on the podcast with their tips and tricks for growing culture.

About the Host

Kindra Maples is spartan racer, past animal trainer, previous magician’s assistant, and has a weakness for Oreo cookie shakes. Her journey working with people actually started working with animals as a teenager (don’t worry we won’t go that far back for her bio).

She worked for over 15 years in the zoo industry working with animals and the public. Her passion of working with animals shifted into working with people in education, operations and leadership roles. From there her passion of leadership and helping people develop has continued to grow.

Then came the opportunity for leading the Culture Crush Business Podcast and she jumped on it. Leadership, growth, and strong company cultures are all areas that Kindra is interested in diving into further.

Thank you for our Sponsor!

This episode is sponsored by Gateway Bank, a community bank in Arizona that specializes in serving small businesses across the Valley and the country.

When you work with Gateway, you don’t have to call an 800 number for support, or submit your loan application and wait weeks or months for an answer. You get fast, personal service from a team who knows you and cares about you.

When Gateway was founded in 2007, the team had a vision of building a hometown bank that prioritizes people over profits. Over 15 years later, they’re proud to still be one of the highest-performing AND highest-rated community banks around.

Whether you need a loan or banking services for your business, Gateway is here to help. Visit gcbaz.com/culturecrush for details and a free consultation with bank President James Christensen.

All loans subject to approval. Member FDIC.