Know Your Numbers, Grow Your Business: Financial Strategies for Trades

From Messy Books to Financial Mastery: A Conversation with Meaghan Likes and Stephanie Allen

For many trade business owners, the word "accounting" can trigger a headache. But what if your financials could be transformed from a source of stress into your most powerful tool for growth?

‍In this episode of Catalyst for the Trades, host Jennifer Bagley sits down with accounting expert Meaghan Likes and special guest Stephanie Allen of Airworks Solutions to unpack the secrets to financial clarity and data-driven success.

Listen now on Apple Podcasts

Discover how leading home‑service companies are leveraging AI, subscription models, and digital‑first strategies.

Listen now on Spotify

Learn why private equity, automation, and customer‑centric tech are reshaping the trades.

Article by

Krista Glasser

MEET THE HOSTS

Jennifer Bagley

Jennifer Bagley is the CEO and founder of CI Web Group, an AI-enabled marketing agency helping home service businesses achieve exceptional growth. With over 15 years of experience, she has led companies to significantly increase their leads and revenue through innovative strategies and emerging technologies. Her 12 Step Roadmap to Accelerated Results is a trusted framework for HVAC, plumbing, and electrical companies looking to expand their markets and achieve lasting success.

MEET THE HOSTS

Jazmin Ramirez

Jazmin Ramirez is an industry-recognized trade operations leader turned award-winning growth strategist. Named one of the top 30 most influential women in HVACR, she leverages her real-world background in frontline plumbing and HVAC operations to serve as a high-accountability growth coach. As the Senior Director of Growth at CI Web Group, Jazmin helps contractors bridge the gap between daily field reality and cutting-edge technology to build sustainable, highly profitable businesses.

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