Explore every episode of the podcast The Scaling CFO

Host Mark Stiles, CPA and founder of MASCPA, sits down with power couple Nate and Liz Lenz, co-founders of Concurrent and Lenz Insights, to unpack what it really takes to scale a business with your spouse, your values, and your people intact.

They reveal how to lead through blurred lines of personal and professional life, what scaling looks like beyond $1M in revenue, and why building human capital is the real unlock for margin and momentum.

From SOPs to surprise-and-delight client moments, from Widget frameworks to preparing for generational wealth transfer, Nate and Liz walk us through the kind of intentional leadership today’s founders need to build a durable business that runs without losing its soul.

Whether you're at the $1M inflection point or thinking about succession, this episode offers a front-row seat to what smart scaling actually sounds like.

Timestamps:

[00:00] Welcome to The Scaling CFO

[01:20] Nate & Liz on Merging Marriage with Mission

[04:15] The Truth About Balance, Boundaries & Clarity

[06:10] From Chief Everything Officer to Chief Evangelizing Officer

[08:30] Human Capital as the True Scaling Engine

[11:45] Clarity, SOPs, and Letting Leaders Lead

[14:30] Using the Widget Framework to Unlock Team Strengths

[17:05] Building Culture as an Output, Not Just Input[20:00] Operationalizing Your Values in a Scaling Firm[23:10] Coaching Advisory Firms Through Inflection Points

[26:20] People, Process, and Technology, In That Order

[31:00] Scaling the Advisory Experience: From Personal to Repeatable

[35:40] “Look for Lemons”: Creating Client Wow Moments[38:15] How Pareto Principle Shapes Smart Scale[42:00] Tech, Talent & the Future of Wealth Management

[47:40] AI, Validation, and the Human Side of Strategy

[50:30] Asking Better Questions = Better Client Retention

[53:10] Succession as a Process, Not an Event[57:20] Rapid Fire: Productivity, Resilience & Real Life

[59:30] Final Word: Be Honest with Yourself First

Connect with Nate & Liz:

Nate Lenz CEO, Concurrent

poweredbyconcurrent.comLinkedIn

Liz Lenz Founder, Lenz Insights & Practice Synergies Lead at Concurrent

lookforlemons.comLinkedIn

Connect with Mark:

Mark A. Stiles, CPA

Founder, MASCPA | Host, The Scaling CFO

markstilescpa.com

LinkedIn

Welcome to The Scaling CFO, the go-to podcast for business owners looking to scale beyond six figures and build a company that thrives. Mark Stiles, virtual CPA and business strategist, is here to help you optimize profitability, implement scalable systems, and step fully into your role as CEO. Every week, we bring together top experts in finance, operations, and leadership to give you the exact strategies you need to grow smarter, not just bigger. Let’s get to work!