Catherine Cowart Roe, CPA
Speaking & Media
Practical, plain-language talks on business finance, sustainable growth, and running a company that doesn’t run you.
Finance talks people actually stay awake for
Catherine Cowart Roe is a CPA, author, and management efficiency expert with more than fifteen years in public accounting, business organization, and academia. She is the founder of Cowart Roe CPA and Cowart Roe Academy, the author of No More 24/7, and is completing a Ph.D. in Organization and Management with a focus on entrepreneurship.
She speaks to entrepreneurs, professional associations, and business audiences about the parts of running a company that nobody explains clearly: what the numbers are actually telling you, why profitable businesses run out of cash, and how to build something that operates without consuming your entire life.
Her sessions are practical rather than theoretical. Audiences leave with language for things they’d been guessing at, and something specific to do on Monday.
Signature topics
Each session can be adapted for keynote, workshop, or panel format.
No More 24/7: Building a Business That Doesn’t Run You
Why burnout among business owners is usually a structural problem rather than a personal failing, and what changes when you build the systems your business has been running without.
Profit Isn’t the Same as Cash
The financial blind spot behind most small business cash crunches. How profitable companies run short, why timing matters more than totals, and what to watch instead of your bank balance.
I’m Self-Employed… Now What?
The shift from employee to owner, and everything your employer used to handle invisibly. Built for newly self-employed audiences and anyone who started a business without a roadmap.
The Tax Conversation Nobody Has Until April
Self-employment tax, quarterly estimates, and why the system rewards planning. A plain-language session that replaces tax anxiety with a calendar and a percentage.
Structure Is Strategy
What sole proprietorships, LLCs, and S Corps actually mean for liability and taxes, when it’s worth changing, and why most owners set it once and never look again.
Growth Magnifies Everything
Including the problems. How to assess whether a business is genuinely ready to scale across finances, operations, and the owner’s own capacity, before adding volume makes things worse.
Reading Your Own Numbers
A working session on financial statements for non-financial people. What a P&L tells you, what a Balance Sheet tells you, and which questions to bring your accountant.
Doing It All Yourself Has a Price
Delegation, outsourcing, and hiring. How to tell which work should leave your desk, what it costs to keep it, and how to bring people in without creating a second job managing them.
Session formats
- Keynote · 30 to 60 minutes
- Breakout or workshop · 60 to 90 minutes, hands-on
- Half-day intensive · for teams and small cohorts
- Lunch and learn · 45 minutes, single topic
- Panel or moderation
Audiences she works with
- Entrepreneur and small business groups
- Professional associations and chambers
- Women’s business organizations
- Industry conferences and trade groups
- University entrepreneurship programs
- Creative and freelance communities
Sessions are tailored to the audience. Tell her who’s in the room and what they’re wrestling with, and she’ll shape the material around it. Virtual and in-person both available, with travel from New Orleans.
Media
Podcasts, panels, and expert commentary
Catherine is available for podcast interviews, panel discussions, and expert commentary on small business finance, tax season, entrepreneurship, and the realities of working for yourself.
She is a straightforward interview subject who explains financial topics without jargon, which makes her a good fit for shows whose audiences are business owners rather than accountants.
- The CEO Helpdesk Podcast
- Run Like Clockwork Podcast
- Authentic Vibes Only Podcast
- Digital Trailblazer Podcast
- The Self-Employed Life Podcast
Booking
Have an audience that needs this?
Send along your event, your date, and who’ll be in the room. Catherine will follow up with availability and a session outline built for your group.