Podcasts about Back office

We are back with the conclusion of our high-impact series on the people side of business value. This week, Dave Casey and Level-C Solutions CEO Brad Stevens pick up right where they left off, exploring the nuances of the recruiting and staffing industry. As your company's #1 expense, your workforce requires a strategic design; Brad shares his unique veteran perspective on transforming HR hurdles into competitive advantages that drive long-term sustainability. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #BradStevens #LevelCSolutions #LeadershipGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Brad StevensBrad Stevens is an entrepreneurial executive with over 35 years of leadership in recruiting and staffing. As President of Level-C Solutions, he solves complex people problems to drive strategic growth and profitability. Brad also serves as VP of Signature, overseeing national Back Office and Employer of Record solutions. A proven turnaround expert, Brad previously scaled his own firm to a "Top 25" Dallas service firm and provides staffing industry insights to the Dallas Federal Reserve. He holds a Bachelor's from Texas Tech and an MBA from the University of Dallas, bringing strategic clarity and high-quality service operations to every partnership.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techishThis week on Techish, Michael and Abadesi talk about how AI and a shaky job market have people working harder than ever this December, They also break down the chaos (and politics) of office Christmas parties, why Google might overtake OpenAI in the AI race, and for Patreon listeners, the pains of building with a co-founder and how to avoid disputes when you're creating with others.Chapters00:29 What Happened To Circling Back In January?09:08 Office Christmas Parties: HR's Worst Nightmare16:22 OpenAI vs Google: Who'll Win the AI Race?26:18 Co-Founder Disputes and the Case for Going Solo [Patreon-Only]This episode is sponsored by DeleteMe. Get 20% of DeleteMe at joindeleteme.com/techish with code TECHISH.Extra Reading & ResourcesThe ‘forever layoffs' era hits a recession trigger as corporates sack 1.1 million workers through November [Fortune]Behaviour at work Christmas Parties - BBC London [Instagram]OpenAI continues on its ‘code red' warpath with new image generation model [TechCrunch]Everyday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts SpotifySupport the show————————————————————Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techish Watch us on YouTube: https://www.youtube.com/@techishpod/Advertise on Techish: https://goo.gl/forms/MY0F79gkRG6Jp8dJ2———————————————————— Stay in touch with the hashtag #Techishhttps://www.instagram.com/techishpod/https://www.instagram.com/abadesi/https://www.instagram.com/michaelberhane_/ https://www.instagram.com/hustlecrewlive/https://www.instagram.com/pocintech/Email us at techishpod@gmail.com

In this week's episode of "Maximize Business Value," Dave Casey sits down with Brad Stevens, President and CEO of Level-C Solutions, for an in-depth conversation on the most critical asset—and often the highest cost—in any company: its people. With over 35 years of leadership in the recruiting and staffing industry, Brad brings a unique perspective on how "people problems" can either stall a company or become its greatest driver of strategic growth.Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners GET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Brad StevensBrad Stevens is an entrepreneurial executive with over 35 years of leadership in recruiting and staffing. As President of Level-C Solutions, he solves complex people problems to drive strategic growth and profitability. Brad also serves as VP of Signature, overseeing national Back Office and Employer of Record solutions. A proven turnaround expert, Brad previously scaled his own firm to a "Top 25" Dallas service firm and provides staffing industry insights to the Dallas Federal Reserve. He holds a Bachelor's from Texas Tech and an MBA from the University of Dallas, bringing strategic clarity and high-quality service operations to every partnership.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

In this episode, Will Yin, CEO of Mandolin, explains how AI driven automation is transforming specialty pharmacy by reducing time to therapy, preventing revenue leakage, and helping health systems navigate evolving payer requirements with greater clarity, consistency, and data insight.This episode is sponsored by Mandolin.

In this episode of the Vantage HR Influencers Podcast, John Sansoucie, Chairman and CEO of CogNet, shares valuable insights on how back office outsourcing is quietly redefining the way HR teams work. He discusses the significant impact of outsourcing non-core HR functions, enabling HR leaders to streamline operations, improve efficiency, and focus on more strategic priorities. John highlights how this shift is transforming HR practices and driving long-term success in organizations, offering actionable advice for HR leaders looking to leverage outsourcing for a more effective and impactful HR function. 

Von der Aufnahme zu Apple Podcasts und Spotify: So veröffentlichst Du Deinen Podcast richtig Du hast Deine erste Podcast-Folge aufgenommen und fragst Dich jetzt: Wie kommt sie eigentlich zu Spotify, Apple Podcasts oder Amazon? Oder Du weißt gar nicht, wo und wie Du anfangen sollst mit Deinem Podcast? In dieser Folge nehme ich Dich an die Hand und zeige Dir Schritt für Schritt, wie Du Deinen Podcast veröffentlichst – verständlich, übersichtlich und ganz ohne Technikchaos. Das erfährst Du in dieser Folge: • Was Du brauchst, um Deinen Podcast zu veröffentlichen – von Audioformat bis Beschreibung • Was es eigentlich braucht, damit Dein Podcast auf allen Plattformen erscheint • Warum sich Planung und Struktur schon vor der ersten Veröffentlichung lohnen • Wie Du Deine Folgen promotest, um direkt Hörer:innen zu gewinnen • Die häufigsten Stolperfallen beim Start – und wie Du sie vermeidest Mein Tipp für Dich: Dein Podcast muss nicht perfekt sein – er muss nur starten. Konzentriere Dich auf Dein Thema, Deine Botschaft und Deinen Workflow. ---- Mein Name ist Sonia, ich bin Organisations-Profi und gelernte Industriekauffrau.

A new Deloitte report argues that inefficiencies in HR, finance, IT, and acquisitions are draining resources from warfighting. It calls for an AI-first overhaul to fuel lethality and readiness. Tom Muir, former Department of Defense leader and Specialist Executive with Deloitte is here to explain what it will take to transform mission support and why this time might be different.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Amazon streicht tausende Stellen und auch andere Tech-Riesen wie Meta bauen ab. In Deutschland sieht es nicht besser aus: Bosch kündigt 15.000 Stellenstreichungen an, Lufthansa weitere 4.000. Die Frage ist: Welche Jobs werden in so einem Umfeld eigentlich noch gebraucht – und welche sind besonders gefährdet? „Es gab ein starkes Over-Hiring. Kurz nach der Corona-Pandemie und auch währenddessen schon. Dort versucht man jetzt, dass Personal wieder abzubauen. Davon sind gerade die Industrie und die Tech-Industrie betroffen. Die Unternehmen haben auch das Problem, neue Mitarbeiter einzustellen, z.B. bei der KI. Das ist toxisch für den Arbeitsmarkt. Es wird immer bei Verwaltung und Back Office zuerst gekürzt. Man digitalisiert einfach mal das HR-System weg. HR ist auch ein schrumpfender Bereich. Auch die Daseinberechtigung von Mitarbeitern im mittleren Managment wird stark hinterfragt. Und auch IT-ler und Programmierer sind betroffen. Wir werden keine ganz große Entlassungswelle sehen, aber...", sagt der BWL-Influencer und Mitgründer von pumpkincareers David Döbele. Alle Details im Interview mit Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://inside-wirtschaft.de

Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing accords, forwarding policy information, and handling reinstatements and cancellations. Eric, Mark, and Henderson also delve into the differences between offshore and nearshore service, and how they differ in cost savings, productivity benefits, and more. To learn more about Solvo Global, find them online at www.solvoglobal.com About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.

Papierstapel adé, digitale Ordnung olé! Du willst endlich Schluss machen mit Zettelwirtschaft, chaotischen Ordnern und dem ständigen „Wo hab ich das nochmal abgeheftet?“? In dieser Folge zeige ich Dir: - Warum ein papierloses Büro gerade für Selbstständige ein Gamechanger ist - Wie Du mit wenigen Tools und klaren Abläufen digital, effizient & stressfrei arbeitest - Welche Scanner-Apps, Cloudlösungen und Workflows Dir wirklich Zeit und Nerven sparen - Wie Du Schritt für Schritt umstellst – ganz ohne Überforderung Denn ein papierloses Büro ist nicht nur nachhaltiger – es bringt auch Fokus, Tempo und Struktur in Deinen Businessalltag. Hör Dir die Folge jetzt an, um mit System statt Zettelwirtschaft zu arbeiten. ---- Mein Name ist Sonia, ich bin Organisations-Profi und gelernte Industriekauffrau.

A new report from Deloitte, From Vision to Value: A Roadmap for Enterprise Transformation in Manufacturing with Agentic AI, reveals that more than a quarter of manufacturers are already exploring how agentic AI technology can transform everything from the back office to the factory floor. We explore the report's implications with the AI & Data Principal at Deloitte, Patricia Henderson, breaking down where AI agents deliver the greatest impact, why most manufacturing work remains human-driven, and how agentic AI can autonomously reconfigure operations when disruptions strike. Ready to turn agentic AI into real enterprise value? Don't miss this episode of ASSEMBLY Audible.Sponsored By:

This episode features John Polikandriotis, CEO of South Florida Orthopaedics & Sports Medicine, who shares how reimagining revenue cycle management as both a shield and a sword can drive organizational growth. He discusses the power of data transparency, cross-department collaboration, and patient-centered access models in building a more agile, innovative, and financially strong healthcare organization.This episode is sponsored by NextGen Healthcare.

This episode features John Polikandriotis, CEO of South Florida Orthopaedics & Sports Medicine, who shares how reimagining revenue cycle management as both a shield and a sword can drive organizational growth. He discusses the power of data transparency, cross-department collaboration, and patient-centered access models in building a more agile, innovative, and financially strong healthcare organization.This episode is sponsored by NextGen Healthcare.

Dr. Irina Reitgruber leads a discussion on AI and how it can be used to manage risks in the back office with Michelle Bruce of Optimus and Jonathan Alger of ClearDox. This is a fascinating dive into how AI is being deployed across the commodities space and why. Our thanks to the participants. CTRMRadio is the podcast of ComTech Advisory (www.comtechadvisory.com), hosted on CTRMCenter (www.ctrmcenter.com) and ETTCenter (www.ETTCenter.net). The ComTech AI Report mentioned in this podcast is a free download from CTRMCenter at https://www.ctrmcenter.com/publications/reports/ai-in-energy-and-commodities/

Our Global Our Middle & Back Office Salary Report 2025 is now available for purchase. Published by HC Group's Talent Intelligence team. the report covers salary benchmarks for Risk, Legal & Compliance, Corporate Finance (includes STF/Treasury), Finance & Accounting,Technology& Human Resources positions across all commodity trading hubs. The report, created using proprietary data, is designed for HR leaders and company officers to calibrate salaries in this competitive market as we head into business planning for 2026. For more information, visit https://www.hcgroup.global/energy-trading-report or email intelligence@hcgroup.global

Peter German wrote two reports for the Attorney General of British Columbia, called Dirty Money, and Dirty Money Part Two. He's President and ED of the International Centre for Criminal Law Reform, back in Halifax for a panel discussion called, "Money Laundering: Canada's Back Office of Organized Crime."

Are you a seasoned recruiter wondering if it's time to move on from agency life? Maybe you're itching to branch out but feel stuck by golden handcuffs—or curious about starting your own firm but unsure where to begin. This episode of The Elite Recruiter Podcast is your roadmap to clarity.

In this conversation, Stephen Franco shares his insights on navigating the real estate market, emphasizing the importance of education and mentorship. He discusses the challenges sellers face and the value of properties, even those that appear vacant or dilapidated. Franco also highlights the significance of avoiding common pitfalls in real estate transactions and the role of networking and resources in achieving success.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Building a "Back Office in a Box" for Small Firm ArchitectsIn this episode of the EntreArchitect Podcast, Mark R. LePage welcomes Evin Wick, a former tax lawyer who transitioned into the world of fintech entrepreneurship. Evin shares the story behind his company, S Works, an AI-powered back office solution designed to support small businesses and solo professionals. He reflects on his journey through tax law and product leadership in fintech, and how those experiences shaped his vision for simplifying bookkeeping, payroll, and tax compliance.The conversation dives into the unique challenges faced by architects and other small business owners who often struggle with financial organization and entity setup. Evin explains how technology, and specifically AI, can transform tedious tasks into streamlined, automated processes that free up valuable time. By automating 96% of transaction classifications while keeping human experts just a click away, S Works balances efficiency with personalized service. He also highlights the average $6,100 in tax savings per customer, underscoring the tangible impact this type of technology can deliver.Evin and Mark also explore the larger implications of financial hygiene and why overcoming the fear of new technology is crucial for small business success. Evin emphasizes that AI doesn't replace relationships but instead eliminates the repetitive work that prevents professionals from focusing on their passions. For architects balancing creative practice with the demands of running a firm, his insights paint a compelling picture of the future of small business finance and how the right systems can provide confidence, clarity, and long-term growth.This week at EntreArchitect Podcast, Building a "Back Office in a Box" for Small Firm Architects with Evin Wick.Learn more about Evin at S-Works.io, email him at evin@s-works.io, and connect with him on LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

In dieser Sonderfolge des Messeradios haben sich Johannes (Ministerium für Brettspielspaß) und Spielevater Oli getroffen, um ein wenig aus dem Back-Office des Messeradios zu berichten. Auch dabei: Eine große Ankündigung – viel Spaß!

Kundengewinnung – eins der Themen, das viele VAs am meisten beschäftigt und leider auch oft blockiert. Ich weiß, wie frustrierend es ist, wenn die Aufträge ausbleiben, obwohl du alles gibst. Genau deshalb teile ich in dieser Episode die 5 größten Fehler, warum du keine Kunden gewinnst – und wie du sie vermeiden kannst.Ich spreche über:​warum ein unklares Angebot deine Chancen massiv schmälert,​wie dir eine fehlende Kundengewinnungsstrategie im Weg steht,​wieso viele VAs an den falschen Dingen arbeiten und keine umsatzrelevanten Tätigkeiten umsetzen,​warum es so wichtig ist, dass du dich wirklich zeigst – mit Persönlichkeit und Werten,​und weshalb du dir unbedingt Unterstützung holen solltest, statt alles alleine stemmen zu wollen.Mein Ziel: dir die Augen öffnen, dich motivieren und dir zeigen, wie du mit Klarheit, Strategie und Support endlich die Kunden gewinnst, die wirklich zu dir passen.✨ Highlights​Dein Angebot ist mehr als „VA für Backoffice“ – es ist die Lösung für ein Problem​Kundengewinnung heißt: Kunden ziehen dich an, nicht du jagst ihnen hinterher​Unterschied zwischen busy work und business work verstehen​Soft Skills & Werte sind oft entscheidender als Hard Skills​Unterstützung und Community sind kein Luxus, sondern eine Abkürzung zum ErfolgKontakt zu mir

The future of banking isn't coming – it's already here. And yet, a staggering 46% of retail financial institutions admit they're either early in their digital transformation journey or still in planning stages. At the heart of this inertia lies a familiar bottleneck: legacy core systems. While over 90% of banks surveyed this year say digital transformation is either a “critical” or “high” priority, less than 10% believe their current core can fully support their goals. In this episode of Banking Transformed, I'm joined by Sandeep Lalwani, Head of UST FinX, and Barry O'Connell, Managing Director, Americas for Thought Machine. Together, we examine the real-world consequences of delayed modernization – from constrained innovation to a stunted customer experience – and explore how a modular, coexistence-based core transformation can flip the script. This is the first episode in a new series, "Building the Future-Ready Bank", sponsored by UST FinX.

Bookkeepers and Accountants.I don't hate them, they are important & necessary. However, there's a problem with them. For most tradies and builders, they are the people you go to for advice, particularly advice about your money. But the truth is, they are not very good at that .Both bookkeepers and accountants have a focus on compliance & saving - saving money, saving cost or saving tax. Bookkeepers tend to be mostly concerned with making sure your accounts are compliant with the law so you don't get in trouble. They want you to lodge your BAS or GST correctly, pay people correctly, and don't overpay your GST. Accountants care about tax; making sure you don't pay too much, don't do something that's not allowed and then get in trouble, and they care about your business structure & protecting your assets. Those are good things .The problems come when they are your main/only source of advice and guidance in the area of money and the finances of your business. Because there's more to it than that.--------------------------------------Get the Bookkeeping Guide for Trades and Builders here: https://www.smallfish.com.au/tradies/bookkeeping-guide-for-trades-and-builders-2/If you want more money (profit), more time (off work), and more freedom (from work, stress, responsibility) book a Money Call: smallfish.com.au/tradies/money-call/FOLLOW US AT:Facebook: https://www.facebook.com/smallfishcoach/Twitter: https://twitter.com/smallfishcoachInstagram: https://www.instagram.com/smallfishbusinesscoach/YouTube channel: https://www.youtube.com/c/smallfishau

In dieser Folge übernimmt Maren aus dem Backoffice das Mikro, denn unsere Vanessa gönnt sich gerade eine wohlverdiente Auszeit im Urlaub. Aber keine Sorge – Maren hält die Stellung und serviert euch das Drama genauso heiß!Falls ihr dachtet, nach Folge 2 wäre schon das maximale Drama-Level erreicht – haltet euch fest: In Folge 3 wird geschluchzt, gestritten und (natürlich!) wieder gnadenlos taktiert. Während die einen noch versuchen, ihre "Freundschaften" zu pflegen, schmieden die anderen längst Pläne für den nächsten Rausschmiss.Ein altbekanntes Spiel bringt nicht nur die Herzen, sondern auch die Masken zum Rutschen – Puls und Schweiß inklusive.Eins ist klar: Die Fassade bröckelt schneller als so mancher Teamgeist, und wir schauen natürlich wieder ganz genau hin.Trash an, Hirn aus – it's RealiTea Time!

¿Te está yendo bien en tu negocio y ahora estás metido en cinco más? Bienvenido al mundo de los negocios.En este capítulo de Tan Ser Tu Propio Jefe, hablamos sobre el mayor error que cometen los emprendedores cuando les empieza a ir bien: lanzarse a nuevos negocios sin estructura.La solución está en una sola: el back office, una estructura invisible pero poderosa que te permite manejar múltiples emprendimientos sin colapsar emocional y financieramente.En este episodio descubrirás:✅ Qué es el front office y el back office (y cómo se complementan).✅ Por qué te sientes drenado cuando lideras muchos negocios a la vez.✅ Cómo construir un back office desde cero sin arruinar tu rentabilidad.✅ Las áreas clave que todo negocio necesita, sin importar el rubro.✅ Cómo mantener el control, la eficiencia y la salud mental como emprendedor.

Fri, 29 Aug 2025 03:45:00 +0000 https://jungeanleger.podigee.io/2534-borsepeople-im-podcast-s20-17-wilhelm-brad ad709408356441b5371f77c6d5cb0caa Wilhelm "Willi" Brad ist Head of Securities Servicing & Solutions bei der Erste Group Bank und bereits seit 1986 in diesem Institut tätig. Seit dieser Zeit kennen wir uns auch, wir starten mit (s)einem Schulbesuch an der Wiener Börse, die zwar mit dem aus US-Filmen bekannten Bildern nichts gemein hatte, aber Willi trotzdem ins Bankgeschäft zog. Und da geht es um Portefeuilles, selbst geschriebene Schulungen, das Ticket-Ausfüllen, das Aufkommen des elektronischen Handels, Terminbörsen, die Euro-Umstellung bis hin zu Lehman, Covid und die Blockchain. Wir reihen auch viele Begriffe ein. Was ist Front Office, Mid Office und Back Office? Was t+1? Was versteht man unter "Securities Servicing" (Wertpapierdienstleistungen)? Wie läuft die Zusammenarbeit mit OeKB, Sparkassen, der KAG uvm. ? Wie mit der Leihe? Willi verrät auch, was bereits sehr digital läuft und was noch fast gar nicht digital läuft. Finally liefern auch das Mountainbiken und das Tauchen Gesprächsstoff. https://www.erstegroup.com/de/home Börsepeople Kurt Kerschbaum (OeKB CSD): https://audio-cd.at/page/podcast/7548 About: Die Serie Börsepeople des Podcasters Christian Drastil, der im Q4/24 in Frankfurt als "Finfluencer & Finanznetworker #1 Austria" ausgezeichnet wurde, findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Season 20 umfasst unter dem Motto „25 Börsepeople“ 25 Talks. Presenter der Season 20 ist Steiermärkische Sparkasse Private Banking https://www.sparkasse.at/steiermaerkische/privatkunden zum 200. Geburtstag des Instituts. Welcher der meistgehörte Börsepeople Podcast ist, sieht man unter http://www.audio-cd.at/people. Der Zwischenstand des laufenden Rankings ist tagesaktuell um 12 Uhr aktualisiert. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2534 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) 2448

If you've been wanting to offer audit services but keep avoiding it because you're not sure where to start—or worried your audits won't feel professional enough—this one's for you.Creating audits that actually convert isn't about being the critique police. It's about positioning yourself as the strategic guide who helps clients see possibilities rather than problems. When done right, audits become your most powerful business development tool, whether prospects hire you immediately or not.In this episode, I'm walking you through my exact 8-section audit framework that makes clients feel excited about growth instead of overwhelmed by feedback. This is the same process I use in my agency to establish expertise while delivering genuine value.What we're covering: ✔️ Professional presentation setup that shows credibility from slide one ✔️ How to frame opportunities instead of weaknesses (language matters)✔️ Content analysis that identifies what's working and what needs adjustment ✔️ Engagement quality assessment—because two comments from ideal clients beat a hundred random ones ✔️ Action planning that gives clients three clear, achievable next stepsThe truth about audits: They're not about pointing out what's broken. They're about creating hope and direction. This framework helps you deliver both while positioning yourself as the expert they want to work with.If this resonates and you're ready to start offering professional audit services, you'll love the complete audit template that includes all these sections pre-formatted with video guidance on customization. You can find it at https://shop.sugarpunchmarketing.com/products/social-media-audit-templateFor more SMM business resources and training, check out The Back Office atsugarpunchmarketing.com/the-back-office

Janneh Wright, founder and CEO of PRIMUS Business Management, helps businesses find their courage to outsource their back office. With over 20 years of experience, Janneh helps nonprofits and small businesses streamline their operations, manage finances effectively, and scale with intention. His company acts as a back-office partner, handling everything from HR to compliance so leaders can focus on their mission. Beyond his technical expertise, Janneh is deeply passionate about leadership development and creating more equitable, sustainable business ecosystems. You can connect with Janneh on LinkedIn: https://www.linkedin.com/in/janneh-k-wright-mba-5b63278/. You can also learn more about his services on his business website: https://primusco.com/ ******************************************** Want to learn how to attract, hire, and retain top-tier employees? Interested in learning how to scale your business to increase revenue and profit while working less? Then join my Business Success Mastermind group. A new cohort is starting. Now accepting applications: https://ib4e-coaching.com/mastermind ******************************************** Please support this podcast: https://ib4e-coaching.com/podinfo #leadership #leadershipcoaching #business #success #jannehwright #primus #backoffice #outsourcing #ib4ecoaching ******************************************** If you like this podcast, consider supporting the effort. Every little bit helps. Thanks.

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Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grown into a 23-year-old leader in streamlining advisor operations, from account opening and compliance to compensation management and advisor transitions. He also highlights the … Continue reading Episode 293 – The Back-Office Advantage: Innovation That Elevates Advice with Ryan George →

The smartest agencies aren't just selling insurance—they're reimagining how every back-office process works. In this conversation with Chris Paradiso, I explore how he's using AI and automation to transform his agency's operations while giving his team the tools to work faster, smarter, and with greater accuracy. Chris shares how platforms like the Intelligent Agent are […]

TIn meinem Interview mit Petra Polk sprechen wir über die starken Wellenbewegungen in ihrem Leben, über mutige Neuanfänge und die Kraft des Netzwerkens.Petra erzählt, dass sie bei ihrer ersten Gründung einfach „gemacht hat“. Ihr erstes Unternehmen war ein Gastronomieservice, gefolgt von einem Catering-Service und dem Verkauf von Häusern. Als sich ihr erster Mann von ihr trennt, beschließt sie, zurück in ein Angestelltenverhältnis zu gehen.Doch 2007 gründet sie erneut – diesmal aus der Überzeugung heraus, dass es keinen anderen Weg mehr für sie gibt. Sie macht sich als freie Maklerin für Finanzberatung selbstständig und merkt aber schnell: So wird das nichts. Auf Empfehlung einer Kollegin besucht sie erste Netzwerkevents. Anfangs unsicher und ängstlich, doch dann springt der Funke über. Petra entdeckt ihre Leidenschaft für Netzwerke und beschließt, ein eigenes Business-Netzwerk für Frauen aufzubauen.Von tiefen Krisen und NeuanfängenGemeinsam mit einer Partnerin gründet sie W.I.N. Women in Network. Sie ergänzen sich perfekt, nutzen ihre Gegensätze gezielt für ihr Business und bauen eine starke Marke auf. Das Netzwerk wächst stetig. Doch dann verändert ein Schicksalsschlag alles: Petra erhält einen Anruf von der Polizei. Ihre Geschäftspartnerin und enge Freundin ist plötzlich verstorben.Wir sprechen darüber, wie Petra die schwerste Zeit ihres Lebens erlebt und gemeistert hat, welche Kritik sie in dieser Zeit einstecken musste und warum sie erst zwölf Jahre später, im Jahr 2024, über die wahren Hintergründe zu redet. Petra entscheidet sich, alleine weiterzumachen, baut ein Backoffice und ein Führungsteam auf. Sie erlebt große Erfolge, aber auch tiefe Krisen – beruflich und privat - die sie durchschütteln. Sie beschließt, sich eine spirituelle Mentorin zu suchen und beschreibt, wie sehr diese Entscheidungen ihr Leben verändert hat. Außerdem sprechen wir darüber, warum sie sich entschieden hat, die Marke W.I.N. Women in Network einzustellen – und was sie heute Neues aufbaut.Möchtest du mehr über Petra und ihre Arbeit erfahren? Hier ist der Link zu ihrer Webseite  und zu W.I.N. Women in Network. Vernetz dich mit ihr auf LinkedIn und folge ihr auf InstagramMöchtest du mehr über meine Arbeit und über mich erfahren? Dann schau auf meine Webseite oder vereinbare direkt einen Termin mit mir.Verpasse keine meiner Podcast Folgen und abonniere meinen Podcast auf Spotify oder iTunes Hat dir die Folge gefallen? Dann würde ich mich sehr freuen, wenn du meinen Podcast bewertest Vernetze dich mit mir auf LinkedIn und folge mir auf Instagram .  Hier geht's zu den Shownotes Support the show

Srini Koushik, president, AI and sustainability, Rackspace Technology, discusses AI's impact on insurance through enhanced service, efficiency and ethical use in a shifting regulatory landscape.

In this Power Producers Podcast episode, David Carothers chats with Douglas ver Mulm, founder of Turris, a company revolutionizing the back-office operations for MGAs and carriers. Douglas shares insights into how Turris is simplifying the process of working with retail agents by streamlining licensing, compliance, and operational tasks. The conversation dives into how technology can help insurance agencies, wholesalers, and carriers collaborate more effectively, ultimately leading to better distribution and smoother operations. Key Highlights: The Problem Turris Solves Douglas explains how Turris helps carriers and MGAs eliminate friction by automating agent licensing and compliance checks, reducing the hassle of onboarding and document management. Why Agents Will Continue to Be Essential Despite the rise of InsureTech, Douglas believes agents will remain crucial, especially in commercial lines. The key is for agents to embrace technology to improve efficiency while maintaining their specialized role in understanding their clients' needs. Streamlining Operations with Technology Douglas talks about how Turris aims to automate back-office workflows, from licensing to payments, to save agencies and carriers time and reduce operational costs. The Future of Insurance Technology Douglas shares his vision for the future of insurance tech, where agencies can automate processes like payments and commissions, helping improve their cash flow and operational efficiency. The Importance of Agency Relationships David and Douglas discuss how building strong relationships with agencies can enhance the insurance experience, highlighting the importance of working together to solve problems and drive innovation. Connect with: David Carothers LinkedIn Douglas Ver Mulm LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Turris Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

Robin Page (TMI) is joined by PwC's Eric Cohen and Koen De Smet to explore the findings of PwC's 2025 Global Treasury Survey. Our guests discuss how leading treasury functions are embracing modular technology, AI, and managed services to enhance resilience, visibility, and strategic impact. This quickfire conversation highlights evolving priorities around risk management, forecasting, and operating models as treasury continues its transformation into a digitally enabled, advisory-led function.

Most agencies are burning out their team to protect their bottom line.More remarketing.  More manual quoting.  More inefficiencies.All while margins get tighter — and expectations get higher.This week on Getting Past the Premium, Elliot sits down with Chris Peabody from Ascend to unpack what the most forward-thinking agencies are doing differently:✅ Automating the right processes✅ Embedding AI in invisible, high-impact ways✅ Standardizing workflows without losing trust✅ And actually measuring ROI before adopting new toolsThis episode isn't about “using AI” — it's about building a more scalable, sustainable firm in today's reality.

At #NoVacancyNews we caught up with Amit Aghara, CTO of Fintech, to get a closer look at how they're transforming invoice management for hoteliers — and it's not just about #alcohol anymore. We broke down how Fintech streamlines the complex world of payments, regulations, and vendor management — all via automation and smart tech.

When a restaurant's weekly salmon order suddenly spikes in price, Emma Whelan wants chefs adjusting menus the next morning—not tallying losses a month later. “The system will alert them if the price of salmon (has) gone up unexpectedly,” she tells us, describing MarginEdge's real‑time cost engine. It is a small but telling vignette from Whelan's first months as CFO, and it captures the company's wider ambition: “MarginEdge wants to create a world where restaurant operators can focus on great food and great service without having to worry about the back office,” she tells us.Whelan explains that the platform “automate(s) the key back office tasks like invoice processing, inventory and recipe costing” by pulling data directly from point‑of‑sale systems and scanned invoices. That automation replaces hours of spreadsheet drudgery and—more critically—turns yesterday's paperwork into today's decision support. The salmon alert, she notes, lets owners “switch vendors, re‑price the menu, or adjust portion sizes before it starts to impact their margins,” a response time that can separate profitable months from painful ones.Her strategic priorities echo the same urgency. Backed by Osage, Schooner Capital and Ten Coves Capital, Whelan directs new funding primarily to R&D so the software stays “at the cutting edge” of restaurant needs. Investing in talent runs a close second; Glassdoor awards and sky‑high satisfaction scores, she tells us, prove that an engaged workforce builds better products—and happier customers feel the difference. In Whelan's finance playbook, speed, clarity and culture work together, just like ingredients in a well‑seasoned dish.

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 […]

The BrokerTech Ventures 2025 Accelerator startups are putting artificial intelligence to work in new ways, rethinking back-office processes from telephony support to employee offboarding, says Accelerator Executive Director John Jackovin. Talking to Leader's Edge on the eve of the multiday, in-person BTV Mania, Jackovin shares insights on new areas of startup focus, investment trends, and what BTV startups and partners have to look forward to when they gather this week.

SkySwitch, the leading next-generation white-label UCaaS provider, announced today that it has launched a new option within their existing partner program, the Foundations program. The Foundations program offers all the benefits of its Wholesale program—a rock-solid UCaaS platform and technology with a wide range of features, backed by a team of experts, all delivered under the partners' brand—and additionally provides back-office support. See the podcast below. With the Foundations program, SkySwitch handles all the billing, taxation, and regulatory work while keeping the partner's brand front and center. By taking on the back-office tasks, it allows partners to focus on growing their brand and delivering communication solutions to their customers. The existing Wholesale program is still available for partners who have the resources and processes in place to manage the back-office billing, taxation, and regulatory tasks. Now partners have the option to choose the program that best suits their needs. “As a white-label provider, SkySwitch invests heavily in our partners' success. This goes beyond the product itself, and that's what the Foundations program is all about,” said David Hardy, General Manager of SkySwitch. “Not every partner has the desire, or bandwidth to manage these critical back-office and go-to-market functions. Having the option to outsource all that to the same partner that provides the underlying UCaaS technology can be a game-changer.” For more information about our new SkySwitch Foundations Partner Program, visit us at the Channel Partners Conference this week March 25-26 in Meeting Room 18 outside of the Expo Hall floor. ABOUT SKYSWITCH SkySwitch is the leading US-based white-label Unified Communications-as-a-Service (UCaaS) provider offering MSPs, VARs, telecom agents, interconnect ISPs, and WISPs, a cloud-based voice platform to brand as their own. With a thorough on-boarding process, we educate you on everything you need to know to start selling the most in-demand solution for a hybrid workforce. SkySwitch is a BCM One company.

Cuts in the health sectors "back office" roles are forcing front-line workers to pick up administrative work, resulting in delays for treatment and a reduction in services. Nurses and social worked are working as reception ships due to the staff shortages. In the year to June, 12,000 kiwi nurses gained registration across the ditch. Nurses Organisation President Kerri Nuku talks to Mike Hosking about the issue. LISTEN ABOVE. See omnystudio.com/listener for privacy information.

This week on Cooking Issues, Dave Arnold welcomes award-winning writer and cultural strategist Osayi Endolyn for a deep dive into the intersection of food, history, and storytelling. Known for her work on Rise with Marcus Samuelsson and Black Power Kitchen with Ghetto Gastro, Osayi shares insights on the creative chaos of book collaborations, the power of narrative in food culture, and why restaurant back offices are the most depressing places on earth.Other key topics:• The Salisbury Steak Deep Dive – Dave uncovers the bizarre origins of the 1950s TV dinner classic, tracing it back to Dr. James Salisbury's 19th-century obsession with muscle pulp and all-meat diets. Turns out, his theories were as questionable as his taste in food.• Restaurant Back-of-House Horror – Osayi and Dave break down the stark contrast between the guest-facing hospitality experience and the grim reality of most restaurant back offices: dimly lit, airless spaces that resemble a prison guard station more than a workplace.• The Art of Book Collaborations – From managing big personalities to balancing creative control, Osayi discusses what it's like to shape the voice of culinary icons while making sure her own perspective stays intact.• Popcorn Science – The crew debates the ultimate popping method, from Dutch oven techniques to the magic of Amish heirloom kernels. Plus, Dave reveals a game-changing sugar-lectin blend for perfect homemade kettle corn.• The Wisdom of Indigenous Food Systems – Osayi challenges the Western idea that food knowledge is a constant progression, arguing that many indigenous cultures already had it figured out centuries ago—before industrialized agriculture muddied the waters.• Tamale Fights – Nastassia goes on a tirade about the masa-to-filling ratio in tamales, declaring that anything but a meat-heavy filling is a failure. Osayi offers a more diplomatic take, but acknowledges that most places do skimp on the good stuff.• Coming Soon: Creole & Quail – Osayi previews her upcoming book with chef Nina Compton, a journey through the flavors of St. Lucia, New Orleans, and the broader Caribbean diaspora.Plus, Dave rants about overpriced popcorn salts, the absurdity of early diet culture, and why breaking into cars isn't what it used to be. All that and more, this week on Cooking Issues! Hosted on Acast. See acast.com/privacy for more information.

The outsourcing sector in the Philippines has seen significant growth, positioning itself as a global leader. However, the rise of AI technologies is reshaping the job landscape, potentially displacing traditional roles. In the second part of our series looking at the Philippine economy, Sam Fenwick investigates how the government is adapting to the change by investing in infrastructure and promoting foreign investment.If you would like to get in touch with the show, please email: businessdaily@bbc.co.ukPresented and produced by Sam Fenwick Additional reporting by Camille Elemia(Picture: Customer agents sit behind computers on the AI training in Taguig City, Metro Manila, Philippines. Credit: Getty Images)

Unlock the secrets of mastering payment operations with Jo Phillips and Will Corbera, the Co-founders and Co-CEOs of Payabli. Discover how their revolutionary unified API and infrastructure stack is transforming the SaaS landscape by streamlining the often-overlooked world of payment operations. Jo and Will take us through their inspiring journeys in the payments industry, revealing how Payabli is making it easier for software companies to efficiently manage the complexities of Pay In, Pay Out, and Pay Ops. Learn about the critical behind-the-scenes aspects of processing payments, such as merchant boarding, underwriting, risk monitoring, and fraud prevention, all aimed at enhancing the entrepreneurial economy.Gain insight into future trends and strategies ready to redefine payment operations. From the sophistication of AI tools designed to combat fraud and streamline underwriting processes to real-life success stories like a property management company revolutionizing its payment facilitation capabilities, this episode is packed with practical examples. Explore the strategic importance of onboarding and empowering merchants, and understand why an API-first approach is key to seamless integration and scalability. 

Outsourcing your back-office operations with Dida Clifton, founder and CEO of The Office Squad. She shares how outsourcing key operational tasks can free up time for small business owners to focus on growth. Show Notes Page: https://www.thehowofbusiness.com/558-dida-clifton-outsourcing-back-office/ In this episode of The How of Business, Henry Lopez welcomes Dida Clifton, the founder and CEO of The Office Squad. They discuss how small businesses can improve efficiency by outsourcing back-office operations, Dida's military-inspired approach to structure and processes, and the impact of delegating bookkeeping and administrative tasks. Dida Clifton is a business owner, entrepreneur, and efficiency expert with over 23 years of experience in supporting small business owners. As the founder of The Office Squad, she brings military discipline and operational structure to help businesses streamline their back-office operations. Dida is passionate about helping entrepreneurs regain control of their businesses by providing outsourced bookkeeping, administrative support, and operational solutions. Outsourcing Your Back Office: Dida's journey from the Air Force to entrepreneurship Why structured operations are critical for small business success The biggest back-office challenges small businesses face The role of bookkeeping and why it's more than just accounting How outsourcing back-office tasks can free up time for business owners How The Office Squad ensures financial security and prevents fraud Why hybrid work models can be more effective than fully remote teams The long-term benefits of outsourcing operations to prepare for growth or sale Top 3 Takeaways: Small business owners should focus on growth while delegating administrative and bookkeeping tasks to experts. Operational structure and bookkeeping are key to business success, not just tax compliance. Outsourcing back-office functions can reduce risk, improve efficiency, and make a business more attractive for future sale. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

"Nearshoring provides a better work product by reducing cultural and time zone barriers," says Chris Nicoli of Kongusto. Recorded at ITEXPO 2025, this podcast features Joel Ciniero and Chris Nicoli of Kongusto, discussing how nearshoring offers a higher-quality, cost-effective alternative to traditional outsourcing. Kongusto helps MSPs, IT service providers, and businesses leverage highly skilled Latin American talent for IT support, customer service, and back-office functions. “We're more than a standard outsourcing service. Our model ensures our nearshore staff operates at a quality level that makes them feel like part of your own company,” What is Nearshoring and Why It's Different from Outsourcing? Kongusto provides nearshore labor solutions—which means high-quality outsourced staffing without the typical drawbacks. Geographical & Time Zone Advantage – Nearshoring keeps operations in similar time zones, ensuring real-time collaboration and responsiveness. Cultural Proximity – Many employees have strong ties to the U.S., speak fluent English, and understand Western business norms. Seamless Integration – Employees become an extension of your team, rather than feeling like external contractors. Expanding the Use Case Beyond IT Support Nearshoring is often associated with customer and IT support, but Kongusto provides talent for a wide range of business functions. IT Helpdesk & Customer Support – Ensure cost-effective, skilled IT and customer service professionals. Accounts Payable, Billing & Project Management – Nearshoring extends to back-office functions that can streamline operations. Scalable Workforce – Businesses can scale quickly without the expense and complexity of domestic hiring. Why MSPs & Channel Partners Should Take Notice MSPs and technology providers already leverage outsourcing, but many have yet to experience the benefits of nearshoring in Latin America. Higher Retention & Quality – Nearshore employees stay longer, integrate better, and provide a higher level of service. Cost Savings Without Compromise – Companies get skilled professionals at a fraction of U.S. labor costs, but with better cultural alignment than offshore outsourcing. Proven Model for MSPs – Kongusto was founded by experienced MSP leaders who have successfully used this approach for years. Changing Perceptions at ITEXPO Kongusto received strong interest at ITEXPO, with many attendees re-evaluating their approach to outsourcing. Initial skepticism quickly turned into curiosity and excitement. Live employee interactions helped showcase the quality and professionalism of Kongusto's nearshore staff. MSPs saw first-hand how the model can improve service delivery while cutting costs. Where to Learn More Website: www.kongusto.co (Remember: No ".com" – it's ".co") Connect with Kongusto on LinkedIn Contact Joel Ciniero & Chris Nicoli for a Consultation #MSP #Nearshoring #Outsourcing #ITSupport #CustomerService #BusinessGrowth #ITEXPO #ChannelPartners #ManagedServices #CloudCommunications

On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice. Resources: It's NOT Just the Numbers via CPA Trendlines CFO Services: A Practical How-To Guide for Accountants by by Penny Breslin, Paula White, Damien Greathead Connect with our guests: Connect with Penny on LinkedIn Connect with Damien on LinkedIn Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast  

Join us on the Count Me In Podcast for an enlightening conversation with Daniel Paik, CEO of Curowork, as he shares powerful insights on transforming back office roles into vital growth engines. With 20 years of experience in corporate finance and accounting, Daniel discusses how enhancing efficiency, automating processes, and completing long-pending projects can supercharge your business. You'll hear practical tips on managing unplanned tasks, avoiding the pitfalls of partial task visibility, and the importance of prioritization. Discover how renaming back offices to "value centers" can shift mindsets and drive growth. Daniel's passion for elevating your team's role is both inspiring and actionable. Don't miss Adam Larson and Daniel Paik's deep dive into creating supportive, clear, and efficient work environments that lead to remarkable business outcomes. Tune in for this must-listen episode! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.