By the Books

CPA's are usually known for their ability with numbers, not their communication skills. So how can you set yourself apart from the crowd and master some basic skills in communication that will help you stand out?In this episode of By the Books, Jeffrey and Lindsay talk about their secrets to being able to communicate and why it has been such a huge selling point for them. They discuss why it's crucial to know your audience, how you can effectively listen, why knowing personality types can benefit you, plus so much more.To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650To connect with Lindsay, visit: Sakline.com Subscribe to By the Books on Spotify at https://open.spotify.com/show/1Riy7qT2szBaScWynGfFg9

See a need. Fill a need. It's the ultimate rule to building a business, and it's also a great rule for continuing to expand an already successful business. In this episode of By the Books, Jeffrey and Lindsay are back to discuss lots of new changes at Sakline Bookkeeping and why they're so excited.They also talk about the new offers they have put together that will help CPAs offer bookkeeping as a service to their clients, and how this new offering came to be. They give an inside look into the thought process of having a conversation with a company that gives them that ah-ha moment and then creating that win-win scenario that can work for multiple situations.To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650To connect with Lindsay, visit: Sakline.com

Not all CPAs are created equal, and it's essential to know when you're choosing the right one for your company.So, how do you know what's right for you?On this episode of By the Books, Linday welcomes Tosin Omotayo, Founder of Omotayo CPA, to talk about why CPAs are different and why businesses need to understand what exactly they need before hiring anyone with a CPA label.They also talk about the importance of careful client selection and determining if their situation indeed requires our services. They share insights and recommendations on how to navigate this decision-making process effectively using real-life scenarios.Plus, they discuss the importance of risk aversion, why, and the implications when seeking tax planning and professional assistance.To learn more or connect with Tosin, visit: omotayocpa.comTo connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650To connect with Lindsay, visit: Sakline.com

C-Corp, S-Corp, LLC, what should your business be classified as, and what are the potential liability issues by not being within the right classification?In this episode of By the Books, Jeffrey and Lindsay welcome Steve Nay of Daybreak Tax to talk about the world of business entities and taxation and tackle the complexities and challenges faced by small business owners. They discuss why your company's name may not be protected, the difficulties in finding knowledgeable accountants, why so many businesses leave themselves open for potential liability, and the benefits and pitfalls of different entity types. They also discuss the fascinating realm of private equity and the potential opportunities it holds. Plus so much more. Before you register your company, change its name, or even if you're currently a business owner, it's a must listen to make sure you've set things up correctly.To connect with Steve, visit: https://daybreaktax.com/To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650To connect with Lindsay, visit: Sakline.com

Credit card processing fees can add up quickly for businesses, and often, the solution is passing those fees on to the customers. However, credit card companies like VISA are putting a foot down on what merchants can and can't charge their customers.Trey Rush, Small Business Advocate and Independent Agent and Owner of PayTech Plus, joins Lindsay and Jeffrey in the studio to discuss these new changes, and what every business owner needs to know before processing another payment via credit or debit card.Trey talks about why these new changes may land them in the Supreme Court, but what you need to understand before that happens. He also talks about how they're determining what should and shouldn't be charged and how they're selecting who gets fined.To connect with Trey, visit: Info@paytechplus.com or call 214-440-1446.To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650To connect with Lindsay, visit: Sakline.com

Is it time to finally migrate from QuickBooks Desktop to an online version?Many business owners know they need to make the switch but are avoiding the inevitable because it feels like an overwhelming process. However, thanks to experts like Brad White of Varc Solutions, you can easily navigate the different challenges that may come up with the data conversion and migration. In this episode, Brad joins Lindsay and Jeffery to talk about some of the biggest questions clients have when it comes to this transition and what you need to consider before jumping in. He also shares typical frustrations with this software, the difficulties of importing data, and the long wait times for customer support. Brad also offers some insight on what he feels is the future of QuickBooks desktop and whether it will be discontinued in favor of QuickBooks online. Additionally, they discuss the nuances of payroll systems in both versions and how to choose the right solution for your business. To learn more about Brad, visit: https://varcsolutions.com/To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650To connect with Lindsay, visit: Sakline.com

As you evolve in your business, it's common to find that your clientele will evolve right with you.In this episode of By The Books, Lindsay and Jeffrey discuss why setting minimums and parameters around the clientele you accept is so important.They also talk about payroll and why this isn't something a business should try to do by themselves, especially when dealing with remote employees. Keeping up with state employment laws can be a job in and of itself (and it's exactly what payroll experts do).They also talk about the best business advice Lindsay ever received and why it was so important for her to build a business that didn't require an owner. Even though we may not want to think about the exit of our business, building a business with the exit in mind, sets us up for massive success and freedom.To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650To connect with Lindsay, visit: Sakline.com

Do you network with the sole purpose of getting leads?When it comes to networking, yes, there's definitely a purpose behind it of building your business. However, there are those who network with the thought of actually building relationships that then move into leads. Then there are those who strictly network for the sole purpose of getting a transaction.Jeffrey and Lindsay discuss the difference between transactional networkers and those who actually work to build a relationship, and why the later is so much more important. They also share some stories of transactional networkers they've come across, and why they don't send leads their way.To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650To connect with Lindsay, visit: Sakline.comDisclaimer: The information provided on this website and podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available are for general informational purposes only. Information provided by Sakline may not constitute the most up-to-date legal or other information. Listeners and viewers should contact their attorney to obtain advice with respect to any particular legal matter and should refrain from acting on the basis of this information without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.

When it comes to hiring professional teams for your business, how do you know which ones are the best fit?In this episode of By the Books, Lindsay welcomes her new co-host and long-time friend, Jeffrey Gonzales to the podcast, and they discuss everything you need to know about hiring the right people for your business.When it comes to industries like bookkeeping and CPA's, you can get so many different answers to the same question, that it's important you interview the right amount of people and look for the answers that best align with what you need. Not everyone is going to be a perfect fit, but it's important you find the right fit for you.They talk about the questions you need to ask, and what kind of answers you should look for.To connect with Jeffrey, visit: payrollguroo.comTo connect with Lindsay, visit: Sakline.comSubscribe to By the Books on Apple Podcasts at https://podcasts.apple.com/us/podcast/by-the-books/id1557968628Subscribe to By the Books on Spotify at https://open.spotify.com/show/1Riy7qT2szBaScWynGfFg9Subscribe to By the Books on Google Podcasts at https://podcasts.google.com/feed/aHR0cHM6Ly9ieXRoZWJvb2tzLmxpYnN5bi5jb20vcnNz?sa=X&ved=0CAMQ9sEGahcKEwiYoNjQ3aTwAhUAAAAAHQAAAAAQFADisclaimer: The information provided on this website and podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available are for general informational purposes only. Information provided by Sakline may not constitute the most up-to-date legal or other information. Listeners and viewers should contact their attorney to obtain advice with respect to any particular legal matter and should refrain from acting on the basis of this information without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.

Getting a letter from the IRS can be a business owner's worst nightmare. And as much as you would love the situation just to go away, the absolute worst thing you can do is to tuck it away in a drawer and hope they will go away. In today's episode of By the Books, Lindsay welcomes Tax Attorney Keith Cothroll. Keith is the guy you hope you never have to call, but someone you want on your side if you should ever need him.Keith talks about some of the biggest mistakes business owners make when it comes to working with the IRS, and why getting him on board immediately could help you save not just a lot of money but also a lot of headaches.He also talks about how to avoid setting off red flags to the IRS, how to track your receipts, and what records are essential to keep. He also talks about why who does your taxes is extremely important. Cheaper is definitely not better when you want your taxes done correctly and trying to avoid the IRS.To connect with Keith, visit:kcothroll@cothlaw.comhttps://cothlaw.com/https://www.instagram.com/houstontaxattorney/Or call 832.402.4440

Business owners often hear they should switch from an LLC to an S-Corp, but when is the perfect time to do so?In this episode of By the Books, Lindsay Klien is joined by Robert McBride of RAM CPA, PLLC to discuss the concept of switching from being taxed as a sole proprietorship to an S-corp for small business owners. Rob explains how his experience in the Army made him realize the importance of paying the right amount of taxes. He reveals the key differences between being a Schedule C or S-Corp, noting that an S-Corp can avoid the payroll tax. Lastly, he advises starting out as an LLC, filing the S election, and speaking with a lawyer if needed.To connect with Rob and find out more information, visit: https://ramcpa76.com/

It's the dream of many to be able to buy a business and live the American Dream. Or one growth strategy for many business owners is to grow through acquisitions. However, as great as buying another business may seem, there's a lot of due diligence that must happen in order to ensure you're stepping into the right deal. In this episode of By the Books, Lindsay is joined, once again by Alex Vantarakis, founder of The Vant Group. The Vant Group is a premier boutique investment bank for entrepreneurs. that specializes in providing Merger & Acquisition (M&A) services for both sell-side and buy-side clients, Debt Raise services (Debt financing), Valuations, Strategic Planning, and Financial Advisory services.This time they're covering the buying side and what you need to know before you sign any dotted line for a business purchase. Alex offers great advice on what to watch out for, different ways to finance, and how to make sure you're buying the right business.To connect with Alex, you can find out more about The Vant Group at: TheVantGroup.com or you can call him at 972.458.8989.To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

If you're thinking about selling your business, do you know what makes it attractive to buyers?Even though you may not be thinking about selling your business, getting it seller ready should be a goal you're working towards.In this episode of By the Books, Lindsay is joined by Alex Vantarakis, founder of The Vant Group. The Vant Group is a premier boutique investment bank for entrepreneurs. that specializes in providing Merger & Acquisition (M&A) services for both sell-side and buy-side clients, Debt Raise services (Debt financing), Valuations, Strategic Planning, and Financial Advisory services.Alex offers a lot of amazing advice on what business owners can do to get their business ready to sell, and why it's so common for businesses to list for sale, but actually never sell. They talk about the most frequent mistakes business owners make in building a business that makes their business less attractive to business owners.If you're making any of these mistakes you could be leaving a tremendous amount of money on the table when it comes time to walk away from your business. If you're thinking you're never going to want to sell your business, well, whether you like it or not, at some point in your life you will want to (or need to) exit it. So why not set your business up where someone could take over, and you could get a much-needed break and a much-needed large check from what you built?To connect with Alex, you can find out more about The Vant Group at: TheVantGroup.com or you can call him at 972.458.8989.To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

Do you love handling all of the finances in your business, including filing taxes?If you're like most business owners, the answer is no. However, who do you hire to help handle all of the numbers? There are many options out there, but do you know the difference between a bookkeeper, accountant, CPA, and an enrolled agent?The definitions can get murky on who handles what, but in this episode of By the Books, Lindsay welcomes guest, Ryan Roodenburg, and they break down the difference between all of them.Lindsay also talks about the qualifications for each one, and why it's important to understand the education requirements when hiring these titles for certain roles (I.e. is a bookkeeper your best option to file your taxes)?Don't leave this up to chance and make sure you're asking the right questions!If you'd like to connect with Ryan or learn about more options for your health coverage, visit: https://www.linkedin.com/in/yourhealthcraftsman/Here's a link to Ryan's YouTube Channel: https://www.youtube.com/ @Your Health Craftsman To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

In the age of the great resignation and quiet quitting, it's important for businesses to find ways to engage employees and make them feel that they're more part of a company than just an employee. In this episode of By the Books, Lindsay is joined by Chris McKee, President at Venturity Financial Planners to discuss how implementing an Open Book Management System has changed his business and why other businesses should consider the same thing. Often times companies don't feel comfortable opening their books to those that work for them. However, by being honest, it can create an opportunity for employees to feel involved and that they can have a direct impact on the company's bottom line. This becomes even more important as the economy takes a turn and employees become more paranoid about the status of their jobs and the company. Chris talks about how his business took it a step further by offering an Employee Stock Ownership Program, and how this helped to drastically change the company's profit margins. Chris mentions the book: The Great Game of Business by Jack Stack. If you're interested in learning more about Chris, you can visit: http://venturity.net (venturity.net) or email him at chris@venturity.net. To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

Are you leaving money on the table by not paying attention to what you've overpaid in excise taxes? As a business owner do you even know what an excise tax is, and how it affects you? If the answer is no, you're not alone. In fact, many business owners pay this tax and never realize there are exceptions to what should be paid to the IRS. Therefore, they end up leaving a lot of money on the table. This is where Dell James comes in, President of TiP Excise, LLC. Dell specializes in helping companies with excise tax and helping them get refunds from the IRS. In this episode of By the Books, Dell joins Lindsay to discuss how the excise tax works and what types of businesses should be paying attention to their refunds. He also talks about why it's so important to hire someone who is specialized in this to help. Even if you have a standard CPA, it's highly likely that they don't have in-depth knowledge on what should be reimbursed, and what to file in order to ensure the top refund. He also talks about why each state is different, and how it can affect what you receive back. According to the Governor, there's approximately $19 BILLION paid in excise tax that's being used for off-road purposes, which means this could be reimbursed. Is any of that money potentially yours? If you're interested in finding out if you could be eligible for this, visit: https://tipexcise.com/ (https://tipexcise.com/) to learn more or feel free to call Dell at: (214) 435-0323 To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

The role of a salesperson goes far beyond an initial conversation and the actual sale of a product or service. Sales can continue far past the sale, and it can be a mix within customer service. In today's episode of Beyond the Books, Lindsay is joined by her friend Jeffrey Gonzalez to talk about sales, and what can make or break a great sales experience. She gives an example of what not to do, and how a business/customer relationship can turn sour quickly. They also talk about why it's important to do your due diligence during a sales process, and why you should understand that not all customers are good customers. To connect with Jeffrey, visit him at https://www.linkedin.com/in/jeffrey-gonzales/ or at https://www.payentry.com/ To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

Do you keep your business and personal funds in the same account? If the answer is yes, you're making a move that may cause you many potential headaches in the future. In this episode of By the Books, Lindsay is joined by Ryan Roodenberg again to talk about the dangers of mixing your personal and business funds. Not only does this become an issue should you be audited by the IRS, but it also can end up losing you a lot of money because you're not able to write off every true business expense. It gets even murkier using items like Venmo for business uses because yes, you could get payments from clients, but what happens when a friend reimburses you for a trip or something else that's personal? You'll have a hard time justifying to the IRS that it's just a personal payment and shouldn't be counted as business income. This is just some of what's covered in this episode. So before you find out the hard way, learn from the mistakes of others. If you'd like to connect with Ryan or learn about more options for your health coverage, visit: https://www.linkedin.com/in/yourhealthcraftsman/ (https://www.linkedin.com/in/yourhealthcraftsman/) To reach Lindsay Kline, email info@sakline.com or visit https://my.captivate.fm/sakline.com (sakline.com). You can also reach them at 866-266-5738.

As a business owner have you found that all money is not good money? It's a lesson that many entrepreneurs need to learn the hard way, which is there's no money in the world that makes working with. bad client worth it. At first, the money may seem worth it, but you quickly find that its just not the case. So how do you determine who your best clients are, and how can you use that information in the hiring process? Plus what happens when you discover you're working with a not-so-ideal client, and you need to fire them? In this episode of By The Books, Susan Bryant comes back to join Lindsay to talk about what she has done to help with this problem over her long career as a CPA. They talk about ways you can help determine who you work best with, and how to figure out which clients fit that role. They also talk about why having strategic partners is so important, and how it allows you to work in your zone of genius and work with the right clients. If you would like to connect with Susan, visit: www.mbgcpa.com. To reach Lindsay Kline, email info@sakline.com or visit https://my.captivate.fm/sakline.com (sakline.com). You can also reach them at 866-266-5738.

If you've thought about solar panels for your home, you may have been in shock over the price. Yes, you can save money on your energy bill, but usually, the costs far outweigh the savings. What if there was a way where you could get the IRS to pay for your solar panels? Although it may seem too good to be true, it's actually legit, legal, and easy for anyone to take advantage of. Andy Christensen is the Business Developer and Project Manager for Solar2sk, and he joins Lindsay in this episode of By the Books to give all the details of how they can help you create a three-party contract to make this opportunity happen. Andy also discusses how this is only the beginning for solar panels, and there's much more to come as the technology advances.  If you would like to learn more about Solar2sk, visit: https://solar2sk.com/ (https://solar2sk.com/). To connect with Andy directly, call him at 262-598-7172.

If you're not naturally prone to have grit, is it a trait you can cultivate? To dive even deeper, what is grit, is it a personality trait, is it learned, is it genetics. There are so many questions about this simple word, but it's something that Lindsay and Jeffrey tackle in this episode of By The Books. The discussion revolves around Grit, and how much easier it can be to have it when it's a short-term thing (i.e. childbirth) vs. a long-term thing, like a four-year college degree. They even take a Grit Quiz, to determine where they fall on the scale of having or not having Grit. Interested in taking your own test, visit: https://angeladuckworth.com/grit-scale/ (https://angeladuckworth.com/grit-scale/) To connect with Jeffrey, visit him at https://www.linkedin.com/in/jeffrey-gonzales/ (https://www.linkedin.com/in/jeffrey-gonzales/) or at https://www.payentry.com/ (https://www.payentry.com/) To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

After his first marriage didn't up the way he had hoped, Ken Wimberley made it his mission to continue to follow his passions as an entrepreneur, but also maintain a balance with his family. He didn't want to look up one day, and although be making billions, not have a family that the was connected to. In this episode of By the Books, Ken joins Lindsay to talk about the elusive work/life balance, and how he's been able to find it. They also talk about entrepreneurship, and how they've gotten through the harder times because it isn't always easy. Ken also talks about passion, and how he's been able to find a link between his passion to businesses that may not feel like there's a fit. He also discusses what he's excited about now in addition to some of the best advice he's ever been given. Want to connect with Ken, you can find him at: https://laundrylvoe.com (https://laundrylvoe.com) https://legacyjournal.app (https://legacyjournal.app)

Do you treat your customers how they want to be treated, or do you simply treat them like a dollar sign? In today's episode of By the Books, Lindsay is joined again by Ryan Roodenburg, Your Health Advisor, a Field Training Agent for USHealth Advisors. They discuss sales, and Lindsay shares her very sub-par experience with buying a new car. Yes, we've all come to dread the car buying experience, but why is that? Ryan shares why it doesn't have to be that way, and how companies like Tesla stand out from the rest by changing the process. They also talk about what businesses can do to make the customer feel special, and why the details matter in the sale process. If you're a business owner, you're in sales, and so you should be going that extra mile for those who are buying from you. If you'd like to connect with Ryan or learn about more options for your health coverage, visit: https://www.linkedin.com/in/yourhealthcraftsman/

Running and building a business team can be extremely frustrating and many times owners and managers put the blame on others when the finger can easily be pointed back at them. Zach Pritchard of All Around Coaching joins Lindsay on this episode of By the Books Podcast to discuss his journey and how he decided to help frustrated owners and managers develop their teams and create an incredible culture by helping others to realize and perform to their potential. They discuss how just learning to understand your own communication style can have a huge impact on your team. Then how to take that and develop a culture of trust where others can not only understand each other but help others to grow.  He also discusses how starting by focusing on the financial side led him to a more holistic approach because the financial side of home and business are connected.  If you would like to connect with Zach, you can reach him by calling 214-843-4770. To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

If there's one thing most business owners can agree on right now, it's the difficulty of finding great employees. With the unemployment rate at all-time lows, and more and more people leaving jobs to follow their passions, businesses are finding it hard to keep the right talent. So as a business owner, how can you make sure you're not only hiring the right people but ensuring they stay? In this episode of By The Books, Lindsay is joined again by Benjamin Gerald, Principal at Audio Financial Group, to talk about how you can make sure you find and keep stand-out talent. They talk about why It's no longer about just being able to offer someone a job. It's being able to provide them with a purpose to go to work, doing work they enjoy and helping them to create a work-life balance. We would love to hear what your company does to ensure the right employees are staying around? To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

How important is an abundance mindset to building a business? The answer may surprise you, but it's an essential concept that not many business owners really embrace. In today's episode of By the Books, Lindsay is joined by Ryan Roodenburg, Your Health Advisor, a Field Training Agent for USHealth Advisors. Ryan and Lindsay talk about networking, and why it's so important for both of their businesses. Plus they talk about how having an abundance mindset was a complete game-changer for both of them. If you'd like to connect with Ryan or learn about more options for your health coverage, visit: https://www.linkedin.com/in/yourhealthcraftsman/ (https://www.linkedin.com/in/yourhealthcraftsman/) To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

Would you step into a marriage before having discussions about important topics like values and money? It seems like a silly question, yet one that many business owners never consider before they enter into a business partnership. What many don't realize is that entering into a business partnership is very similar to entering into a marriage, and many of these important discussions never happen until it's much too late. In this episode of By the Books, Lindsay is joined again by Jeffrey Gonzales, Business Development Manager at Payentry, to talk about all the things business owners need to consider before they enter into a partnership. They also talk about important questions and discussions you should have before you sign any papers. It may seem like nothing could possibly go wrong, but just like any great relationship, there are always disagreements lurking around the corner. It's important that you have as many hard discussions to mitigate those disagreements before they go beyond fixing. To connect with Jeffrey, visit him at https://www.linkedin.com/in/jeffrey-gonzales/ or at https://www.payentry.com/ To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

We all know that we can't get out of paying taxes, but one of the benefits of being a business owner is the opportunity to lower the taxes you owe. However, how can you make sure that you're taking advantage of all of the possible deductions without raising a red flag? In this episode of Beyond the Books, Lindsay is joined by Susan Bryant, Principal, Tax Strategist, Business Advisor, and Process Architect at the MB Group.  Susan discusses why it's so important for business owners to work with their accountants to help find tax deduction opportunities and different ways you can actually build up your retirement accounts while reducing taxes. If you're looking for ways to use your business to reduce taxes, then make sure you can contact Susan at https://www.mbgcpa.com/ (https://www.mbgcpa.com/). To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

Even though you think there's a really good possibility you want to keep your business forever, the reality is, there will be a point where you will need to exit. In this episode of Beyond the Books, Lindsay is joined by Benjamin Gerald, Principal at Audio Financial Group to talk about exit strategies, and what business owners should consider long before they ever get ready to sell. There are so many different scenarios to consider, and planning earlier than later, can set you up for long-term success.  Do you have a board of directors set up to see your blind spots? Will you leave this to your family, and if so, how will you split it up? Do you want to sell, yet still have some ownership left. These are just some of the questions they discuss in this episode. To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

Many people think starting and building a business is easy. However, when you start to get into the thick of things, it quickly becomes apparent that it's not an easy road. And honestly, anything worth doing comes with struggles, so focusing your mindset on growth is one of the best ways to overcome the challenges as they arise. In the episode of By The Books, Lindsay is joined by Jeffrey Gonzales, Business Development Manager at Payentry, to discuss some of the most important aspects of mindsets that entrepreneurs need to know. To connect with Jeffrey, visit him at https://www.linkedin.com/in/jeffrey-gonzales/ or at https://www.payentry.com/ To reach Lindsay Kline, email info@sakline.com or visit https://my.captivate.fm/sakline.com (sakline.com). You can also reach them at 866-266-5738.

Whether you're leasing or purchasing, real estate is one of the largest line items for any business. However, many times business owners don't do their due diligence before purchasing or signing their lease. Rosanna 'RoRo' Hudson of NU Star Real Estate Strategies joins Lindsay on this episode to talk all things commercial real estate. She talks about some of the biggest mistakes business owners make, and why it's so important to have proper representation before moving forward with any real estate transaction. Plus it's not just landlords or sellers that you have to watch out for, but you'll also need help to make sure you understand the zoning of your building. If you'd like to connect with Rosanna, visit: http://www.nhres.net (http://www.nhres.net)/ To reach Lindsay Kline, email info@sakline.com or visit https://my.captivate.fm/sakline.com (sakline.com). You can also reach them at 866-266-5738.

Many businesses fall under the assumption that since they're small, or because they don't deal with a whole lot of client data, they're immune to potential cyber-attacks. Hacking is a $3.5 Billion Dollar industry in the United States alone and over $6 Trillion worldwide. Their job is to find vulnerabilities and then hold your data hostage. It may be worth a few thousand or several million to them, but the fact is they're looking and you could be at risk. In this episode of By the Books, Lindsay welcomes Managing Director of Cyberware AI, Jon Poteet. Jon talks about why every business, no matter how small should be thinking about cyber security, and some things you can do right now to help ensure the safety of your company. He also discusses why attacks are on the rise, and shares some stories about customers he's had to help in times of crisis. To learn more about Jon and Cyberware AI, visit: https://www.cyberware.ai/ (https://www.cyberware.ai/) To reach Lindsay Kline, email info@sakline.com or visit https://my.captivate.fm/sakline.com (sakline.com). You can also reach them at 866-266-5738.

In true IRS form, they are on a mission to try to collect more tax revenue. Part of that revenue comes in the form of the payments we, as a society, have grown to love because of the convenience. Those payments include things like Venmo, Cash App, Paypal, etc. The requirement for a 1099K to be sent is when payments of $600 are received. So what happens when you go on a vacation, and your friend pays you $750 via Venmo for their portion of the AirBnB? Are you required to report that income? It's about to get complicated, and unfortunately, the rules don't make it very clear. In this episode of By the Books, Lindsay is joined by Trey Rush, Owner of Pay Tech Plus. They break down these new rules, what businesses should expect, and some of the things that you can do now to help to keep this gray area as black and white as possible. To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738. Would you like some help with merchant services? Then email Trey at info@paycheckplus.com

Whether it's you being the face and voice of your business, or hiring a team to help, your business needs a content strategy. Content is one of the easiest ways to build a know, like, and trust relationship with potential clients, help your business get discovered, and help customers quickly determine whether or not they want to work with you. Even though every company should have a content strategy, it doesn't mean that they do. In this episode of By the Books, Lindsay sits down with Erin Gregor, Co-Founder of Innovation Media Enterprises, a podcast production and growth strategy company. They discuss why content, whether it's written, a podcast, or video, can have a huge impact on your business, and why you might be overthinking putting yourself and your business out there. You can find out more at https://InnovationMediaEnterprises.com (https://InnovationMediaEnterprises.com) To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738. Disclaimer: The information provided on this website and podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available are for general informational purposes only. Information provided by Sakline may not constitute the most up-to-date legal or other information. Listeners and viewers should contact their attorney to obtain advice with respect to any particular legal matter and should refrain from acting on the basis of this information without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.

Lindsay Kline is joined by friend of the show Jeffrey Gonzales to discuss what can be a most confusing topic - 1099s. They break down the different types of 1099s and how they could impact your business.     Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Jeffrey: jgonzales@payentry.com / 214-551-4650

Lindsay Kline is joined by the Payroll Guru, Jeffrey Gonzales, to share tips on how to make yourself a person that other people want to work with. And since Lindsay and Jeffrey are together again, craziness ensues!   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Jeffrey: jgonzales@payentry.com / 214-551-4650

You just got a letter in the mail from the IRS. You have two options - 1. freak out or 2. take the advice given in the episode. Lindsay Kline is joined by John DiLucci to let you know what you can do after the IRS comes after you.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact John: dilucci.com / call 844-STOPIRS

This episode could be a lifesaver. Lindsay Kline is joined by Charles Read, who shares his best tips and tricks to avoiding IRS tax penalties.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Charles: cjr@getpayroll.com / 972-353-0000 / getpayroll.com   Get Charles's https://thepayrollbook.com/ (FREE book!)

Do you know how to check your own books for potential problems? Lindsay Kline and Kris Gross walk you through, step-by-step, on how to audit your business to make sure you are avoiding all unnecessary risks!   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Kris: kris@friedonation.live / https://friedonation.live/ (friedonation.live)

Lindsay Kline and Kris Gross discuss the most valuable, yet most underestimated financial statement - the balance sheet. Lindsay and Kris let you know why the balance sheet MUST be a major focus for you and your business.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Kris: kris@friedonation.live / https://friedonation.live/ (friedonation.live)   Let Linsday and Kris teach you accounting with M&Ms!

Who better to join Lindsay Kline for this conversation than the Payroll Guru himself, Jeffrey Gonzales! Jeffrey is here to help those who plan on handling payroll themselves - or help you understand why you need a payroll company.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Jeffrey: jgonzales@payentry.com / 214-551-4650

What makes good emotional intelligence?  What IS emotional intellingence? Today Jeffrey Gonzales of https://www.facebook.com/payentry (Payentry) joins Lindsay Kline of http://www.sakline.com (Sakline) to talk about the importance of knowing your own emotional intelligence and recognizing it in others. https://www.facebook.com/payentry (Payentry) is a comprehensive, cloud-based program incorporates Payroll, HR, Compliance, and Cash Flow solutions into a comprehensive online payroll software. https://www.facebook.com/payentry (Payentry) offers technology that makes payroll services simple– a powerful processing engine, and the most intuitive workflow and user experience. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)

If you own a small business and you accept credit card and/or ACH  payments, you probably know how complicated the world of merchant services can be.  Today's guest on https://www.sakline.com (By the Books) with Lindsay Kline is Trey Rush.  Trey is with https://paytechplus.business.site (PayTechPlus).  https://paytechplus.business.site (PayTechPlus) is an Independent Payment Technology Company. They partner directly with small business owners to provide solutions for taking payments and increasing profits by reducing operation expenses such as energy and payroll cost. He gives great advice on shopping for and managing your merchant service accounts. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)  

https://www.linkedin.com/in/jeffrey-gonzales/ (Jeffrey Gonzales) --The Human Capital Management Guru at Pay Entry--listens as http://www.sakline.com (Lindsay Kline) tells her story of a day full of broken commitments. Together they discuss the importance of keeping your commitments to others.   When you fail to keep a commitment, you are basically telling your client that they don't matter much to you. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)    

Sales are essential to any business.  At some point we are all in sales. In this episode:  Jason Liu--Master Electrician has worked on his approach to sales every day and shares some of the things he's learned. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)

There are plenty of resources out there to help you if you get in trouble with the IRS. But doesn't it sound better to never get to that point in the first place? John DiLucci joins Lindsay Kline to share his tips on how to stay out of trouble with the IRS.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact John: dilucci.com / call 844-STOPIRS

Lindsay Kline is joined by Jeffrey Gonzales, aka the Payroll Guru, to break down the WOTC (Work Opportunity Tax Credit) - and what it means for your business.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Jeffrey: jgonzales@payentry.com / 214-551-4650

Accounting is hard to understand, especially when dealing with debits and credits. Well no worries here! Lindsay Kline busts out the M&Ms to teach accounting in the most creative (and delcious!) way.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Kris: kris@friedonation.live / https://friedonation.live/ (friedonation.live)

A bill signed last month has made big changes to the ERTC (Employee Retention Tax Credit). Lindsay Kline and Jeffrey Gonzales dive into what all business owners need to know about these changes.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Jeffrey: jgonzales@payentry.com / 214-551-4650

Attention business owners! What happens to your business if something happens to YOU? Lindsay Kline is joined by Jason Bardin to help unpack what all business owners need to know about life insurance.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Jason: jasonmbardin@gmail.com

Lindsay Kline is joined by Kris Gross to share some of her most fiery email replies. Are they professionalism faux pas? You decide.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / https://sakline.com/ (sakline.com)   Contact Kris: kris@friedonation.live / https://friedonation.live/ (friedonation.live)