Podcasts about Bookkeeping

A growing bank balance doesn't always mean a healthy business.

In this episode of Canadian Investing in the US, Glen Sutherland welcomes back CPA Kristopher McEvoy for another installment of their monthly accounting Q&A series. Kristopher, a Canadian accountant based in Fonthill, Ontario, specializes in cross-border taxation and real estate investing. He tackles a key question from investors: when should you start using QuickBooks Online (QBO)? While newer buy-and-hold investors may get by with spreadsheets initially, Kristopher explains that investors with more complex operations—like flips or BRRRRs—need proper systems early on to track profitability and stay tax-compliant. Kristopher emphasizes that accounting software like QBO not only helps with tax filing but also enables better business management through automation, delegation, and financial reporting. He highlights the unique nuances of real estate bookkeeping, such as capitalizing interest during renovations and correctly categorizing repairs vs. improvements. For growing investors, Kristopher's firm, LEAP ACT, offers flat-fee bookkeeping services that scale with volume, making it especially valuable for those managing multiple deals. Listeners can connect with him at leapACT.ca and are encouraged to mention the podcast when reaching out.

Podcast Episode Title: The Homeowner Show - Community, Connections, and Expert Advice Episode Description: Join us for a lively episode of The Homeowner Show, packed with valuable insights and community connections! Andrew Brockenbush guest hosts, guiding us through discussions with local experts in plumbing, caregiving, electrical services, bookkeeping, and real estate. Plus, hear from the pillars of "The Net," a local networking group focused on community service and collaboration. From repiping your home to understanding the real estate market and automating your business, we've got you covered. And don't miss the fun – karaoke and rubber chickens included! Guests: Alicia Fisher (Fisher Family Plumbing): Discusses upcoming networking events and the 200 Businesses That Care nonprofit event. Hillary Bailey (Freedom Caregivers & Companions): Explains in-home care services and advice for families caring for elderly parents. John Wagner (Wye Electric): Details residential and commercial electrical services, including generator installation and backup systems. Brian Richardson (The Richardson Group): Provides insights into current real estate market trends and mortgage rates. Stephanie Williamson (Assured Bookkeeping Plus): Talks about bookkeeping services for small businesses and automation of marketing efforts. Tausha Lyn (Better Bookkeepers): Birthday Girl! Also talks about Bookkeeping and what a great client looks like Pillars of "The Net": Discuss the importance of community service, collaboration, and networking. Show Notes (with Timestamps): [0:00-1:00] Introduction and Guest Host: Welcome to the show with guest host Andrew Bush Overview of the episode's diverse topics and guests [1:00-6:30] Alicia Fisher - Fisher Family Plumbing: Introduction of Alicia Fisher and Family Plumbing Upcoming events: "Balance Book" book club (Marianne's self-development book) Team visitor days with fun activities (e.g., Mario Party) Halloween costume party ("Wicked Good Networking" - October 23rd) 200 Businesses That Care event: Annual nonprofit event raising money for local charities (November 4th) $100 per business to participate Voting for favorite charity (first place gets $10,000) Opportunity for volunteering and community involvement Website: 200businessesthatcare.com [6:30-12:00] Andrew Brockenbush & Alicia - Additional Discussion: The dragon tattoo on Alicia's arm. The first book in the book club is The Power of Engagement, September 10th. Discussion on the value of production on audiobooks. [12:00-16:00] Introduction of Andrew Brockenbush Andrew introduces himself and his work with the Trail Team 6 podcast Talks about his move with his family and his coparenting relationship. [16:00-25:00] Laura Fisher - Family Plumbing continued: Pool plumbing services Generator installation due to hurricane preparedness White glove re-pipe service: Re-plumbing entire house with new lines Sheetrock repair and painting included Cleaning crew after completion Benefits of PEX piping (flexible, durable, freeze-resistant) Contact info: 832-844-7200, Fisherfamilyplumbing.com [25:00-37:00] Hillary Bailey - Freedom Caregivers & Companions: Introduction of Hillary Bailey and Freedom Caregivers & Companions In-home care services for seniors: Assistance with daily activities (bathing, dressing, etc.) Housekeeping, meal preparation, transportation Companionship and activities to get seniors out of the house Benefits for family caregivers: Alleviates caregiver burden and stress Maintains family dynamics and relationships Provides a buffer for difficult situations Service area: Houston to Montgomery and Baytown to the River Hiring: Looking for empathetic and caring caregivers Delegation: Licensed to administer medications and provide specialized care Contact: 346-468-0000, freedomcaregivers.net [37:00-52:00] John Wagner - Wye Electric: Introduction of John Wagner and Wye Electric Service area: Northeast Montgomery County Services: Residential and commercial electrical work Generator installation (portable and secure) Lighting upgrades (luxury homes, office spaces) Backup systems and battery solutions EV charger installation Subcontracting for low-voltage (security, automation, lighting) Smart home automation: Alexa and Siri integration for lighting control Customizable lighting scenes Contact: 281-706-0966 [52:00-1:04:00] Brian Richardson - The Richardson Group: Discussion of current real estate market and mortgage rates Advice for buyers: Don't wait for rates to drop, buy now Program to help pay down mortgage faster Impact of COVID-19 on rental property market Importance of trusting your financial advisor [1:04:00-1:09:00] Stephanie Williamson - Assured Bookkeeping Plus: Introduction of bookkeeping services Target client: Business owners who want to focus on building their business, not bookkeeping Free consultation and education Importance of trusting your bookkeeper Website: theshirtbookkeeping.com [1:09:00-1:13:00] Wisdom AI Automation Software: Automation of marketing efforts without 30 different tools AI receptionist feature (answers questions, books appointments) Website: checkonwiseman.com [1:13:00-1:16:00] Sponsors: Lone Star Appliance Repair (936-647-2364) Tru Solar and Roofing (936-286-8325) [1:16:00-1:24:00] Bryan from Breakthrough: Bookkeepers in the drove Happy birthday BRK Escape Room and Battle Rooms The hosts talks about his dad [1:24:00-1:28:00] Tausha Lyn from Better Bookkeepers: Bookkeepers TX website: bookkeeperstx.com [1:28:00-1:40:00] The Pillars of "The Net": Discussion about the importance of the networking group Why they are taking a picture Focus on creating an opportunity for people to network Community service and engagement Connection and collaboration Supporting local nonprofits Making an impact on people's lives Positivity Gratitude [1:40:00-1:41:00] Karaoke and Wrap-up: Karaoke plans Thanks to guests and listeners See you next time! Key Takeaways for Listeners: Community Matters: Get involved in local networking groups and support local businesses and charities. Home Improvement: Consider the benefits of repiping your home with PEX and prioritize generator installation for hurricane preparedness. Caregiving: Seek assistance for elderly parents to alleviate caregiver burden and improve family dynamics. Financial Advice: Don't wait for mortgage rates to drop – buy now and trust your financial advisor. Business Automation: Automate your marketing efforts to save time and focus on growing your business. These show notes provide a comprehensive outline of the podcast episode, making it easy for listeners to follow along and find the information they need. They also highlight key takeaways and provide contact information for the guests and sponsors.   Lone Star Appliance Repair - 936-647-2364 – Give them a call for all your appliance repair needs. Their staff is the best in the business and can help get you squared away with all of your appliance repairs.   True Texas Solar – 936-286-8325 – Give True Texas Solar a call if you would like to learn how your home or business would benefit from solar. There are tons of incentives available, and they are experts in owning your energy!   Buy a Homeowners Show T-Shirt!   Subscribe to our YouTube Channel   The Homeowners Show Website The Homeowners Show Facebook Page Instagram @homeownersshow Twitter @HomeownersThe   Info@homeownersshow.com    Sustained Growth Solutions – Design a lead generation system specifically for your business so that you never have to search for leads again! We are a full digital marketing agency.  

In this episode of Grow a Small Business, host Troy Trewin interviews Sharon Francisco, founder of SharonFrancisco.com, shares her inspiring journey from joining her sister-in-law's small bookkeeping business in 2013 and scaling it to a 12-person team within six years, to launching her own coaching business in 2019. Despite facing a divorce after 26 years of marriage and battling serious health issues, Sharon transformed her challenges into strength, now coaching bookkeepers and accountants worldwide. She emphasizes confidence, financial freedom for women, and the importance of building habits like a default diary. Sharon also highlights investing in mentors, creating authentic team culture, and balancing work with personal life. Her story is one of resilience, reinvention, and empowering others to achieve lasting success. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Sharon Francisco, the hardest thing in growing a small business is not overthinking and trying to get everything perfect. She believes many owners get stuck in second-guessing, when the real key is to take action and keep moving forward. What's your favorite business book that has helped you the most? Sharon Francisco's favorite business book that has helped her the most is “The One Thing” by Gary Keller and Jay Papasan. She values it because it teaches the importance of narrowing focus, avoiding distractions, and going deep into one area to get real results. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Sharon Francisco believes that one of the best ways to grow as a small business owner is through continuous learning, especially from books and structured programs. She personally prefers reading and listening to Audible, as she values the ability to access decades of someone's experience in just a few hours. Sharon has invested heavily in online business programs such as Thought Leaders Business School, Key Person of Influence, and Taki Moore's Black Belt, along with Tina Tower's Her Empire Builder. While she doesn't listen to many podcasts herself, she emphasizes that books and high-quality programs can transform your business mindset and skills. Her advice: keep investing in your personal and professional development – it pays off many times over. What tool or resource would you recommend to grow a small business? According to Sharon Francisco, the most valuable “tool” for growing a small business is outsourcing. She recommends not wasting time trying to master tasks you're not good at, but instead focusing on your strengths and hiring experts for the rest. For example, she outsources her social media management for about $2,200 a month, which allows her to stay focused on coaching and client work. Sharon believes this mindset shift—treating outsourcing as a growth tool—helps business owners scale faster, avoid burnout, and concentrate on the areas where they add the most value. What advice would you give yourself on day one of starting out in business? Sharon Francisco says that if she could give herself advice on day one of starting out in business, it would be to borrow the money to get a mentor and follow their guidance 100%. She believes investing in the right mentor early on saves years of trial and error, builds confidence faster, and provides the structure needed to grow with less stress. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success in business isn't about doing it all yourself—it's about knowing when to outsource – Sharon Francisco Investing in mentors will save you years of mistakes and fast-track your success – Sharon Francisco True success is having the choice to create a life and business you love – Sharon Francisco      

Are you driving away your profits, literally?

Send us a textIn the latest episode of Business Growth Talks, Mark Hayward converses with Heidi DeCoux, an entrepreneurial powerhouse and the driving force behind Cash Flowy, a cutting-edge fintech solution for solopreneurs. The episode explores Heidi's vision of a decentralized, AI-powered financial ecosystem that aims to eliminate the need for traditional bookkeeping. Her insights into the future of finance in a Web4 era, where crypto and fiat currencies coalesce beyond conventional boundaries, are particularly intriguing. Cash Flowy's mission is to make small businesses efficient without relying on intermediaries, promising real-time, accurate financial data at solopreneurs' fingertips.Throughout the discussion, Heidi delves into the challenges and transformative journey she embarked on, reshaping her life and business philosophies. From walking away from an unfulfilling life in 2021 to her serial entrepreneurial achievements, she discusses the pivotal moments that led to the founding of Cash Flowy. The episode is rich with valuable insights into AI's role in finance, the growing significance of the solopreneur market in the U.S., and how Heidi is leveraging her experience to empower individuals to take full charge of their business finances with ease and precision.Key Takeaways:AI in Finance: Cash Flowy uses AI to provide nearly perfect accuracy in bookkeeping, promising to replace human bookkeepers by offering real-time financial insights.Empowering Solopreneurs: The platform specifically caters to solopreneurs like coaches and freelancers, making it easier to manage finances with a user-friendly interface.Financial Coaching: Cash Flowy offers an embedded AI financial coach to guide users based on Key Performance Indicators (KPIs) to make informed business decisions.Entrepreneurial Insights: Heidi shares her journey of transformation and highlights the importance of pivoting in life and business to align with one's purpose.Scalable Solutions: Heidi emphasizes the potential for small businesses to thrive without complexity, hinting at a future where solopreneurs dominate the business landscape through streamlined, high-efficiency operations.Resources:Heidi DeCoux's Social Media: Instagram, LinkedIn (search Heidi DeCoux)Cash Flowy Website: cashflowy.aiBooks Mentioned: "Good to Great" by Jim CollinsAdditional mentions in the episode include the importance of leveraging AI in business operations for enhanced productivity and the projected growth of the solopreneur market in the U.S.Explore the transformative potential of Heidi DeCoux's Support the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts

How I Saved a Law Firm Owner $34,181 in Taxes in 15 Minutes

Bookkeepers Doing This Should be Fired Immediately

New Business Bookkeeping Software - Everything You Need to Know

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Chris McCormack, a tax planning expert specializing in helping real estate investors optimize their tax strategies. Chris shares his journey from working at a big four accounting firm to starting his own company, Better Books, which focuses on proactive tax planning. He discusses common tax myths, effective strategies for real estate investors, and the importance of bookkeeping. The conversation also touches on client engagement, service offerings, and the significance of building relationships in the business. Chris emphasizes the need for continuous learning and adapting to better serve clients, especially those just starting in real estate investing.   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   —--------------------

Keywords:  entrepreneurship, bookkeeping, technology, startups, financial management, small business, accounting, operational efficiency, nonprofit fundraising, restaurant marketing, bookkeeping, accounting, collections, remote work, sales strategies, franchising, financial services, technology integration, small business, cash flow Takeaways Matt Tait transitioned from law to entrepreneurship. He emphasizes the importance of operational efficiency in accounting. Technology can streamline financial processes for small businesses. Understanding the cost of time is crucial for entrepreneurs. Many business owners overlook the importance of bookkeeping. Common mistakes include doing bookkeeping themselves and not seeking help. Businesses need to focus on their core competencies. The journey from employee to owner can be complex but rewarding. Innovative tech solutions can enhance fundraising for nonprofits. Effective financial management is key to business success. It's not just bookkeeping; it's all processes involved. Many companies struggle with accounts receivable and collections. Good businesses have good processes and habits. Collections should be a dedicated time each week. Outsourcing collections can harm client relationships. Fixed monthly fees provide predictability for clients. Technology and globalization are key to scaling operations. Partnerships with fractional CFOs drive growth. Franchising can help accountants start their own firms. Understanding your numbers is crucial for business success. Summary:  In this episode, Mitch Beinhaker interviews Matt Tait, CEO of Decimal, who shares his journey from being a lawyer to becoming an entrepreneur. Matt discusses the importance of operational efficiency in accounting and how technology can streamline financial processes for small businesses. He emphasizes the need for entrepreneurs to understand the cost of their time and the common mistakes they make in financial management. The conversation also touches on innovative solutions in nonprofit fundraising and the transition from employee to owner. In this conversation, Matt Tait discusses the intricacies of bookkeeping and accounting processes, emphasizing the importance of streamlining operations for efficiency. He highlights the challenges businesses face with collections and the necessity of establishing good habits for financial management. Tait shares insights on building a remote accounting firm, the evolution of sales strategies in a digital landscape, and the upcoming franchising model for Decimal. He also addresses the complexities of managing a global workforce and the comprehensive financial services offered to small businesses. Titles From Lawyer to Entrepreneur: Matt Tait's Journey Streamlining Bookkeeping for Small Businesses Innovative Solutions in Nonprofit Fundraising The Cost of Time: Why Entrepreneurs Should Delegate Sound Bites "I'm a recovering attorney." "Every business has to pay their bills and get paid." "You shouldn't do it. It's not a good use of time." "Common mistakes include doing bookkeeping themselves." "Make it nice and easy." "Nobody wants to be in business collecting money." "We have a big team in the Philippines." "We're going to start franchising Decimal." "You have to think through the whole life cycle." Chapters 00:00 Introduction to the Podcast and Guest 01:11 Matt Tait's Entrepreneurial Journey 04:09 Transitioning from Law to Tech Startups 06:14 Innovations in Nonprofit Fundraising Technology 09:16 Creating a Restaurant Marketing Platform 12:22 Joining Decimal and the Journey to Ownership 14:34 The Importance of Bookkeeping for Businesses 18:11 Understanding the Cost of Time in Business 21:14 Common Mistakes in Financial Management 22:12 Streamlining Bookkeeping Processes 25:30 The Importance of Collections 26:51 Building a Remote Accounting Firm 30:33 Sales Strategies in a Digital Age 34:42 Franchising the Decimal Model 36:05 Challenges of a Remote Workforce 41:29 Comprehensive Financial Services for Small Businesses

REI Hub — Bookkeeping software built for real estate investors and STR hosts.Bookkeeping doesn't always top the list of exciting short-term rental responsibilities—but it's one of the most important. Without clean and accurate financials, it's nearly impossible to know how your STR is really performing, plan for future growth, or take advantage of opportunities like refinancing or selling.In this episode of Thanks for Visiting, we sit down with Adam Hamilton of REI Hub, a bookkeeping platform designed specifically for real estate investors and short-term rental hosts. Unlike traditional accounting tools, REI Hub understands the unique needs of property owners and makes it simple to track your income, expenses, and property performance.You'll learn:Why generic accounting software often falls short for STR hosts.The most common financial mistakes hosts make—and how to fix them.How to use bookkeeping as a decision-making tool, not just a tax-time scramble.Practical ways to save time and reduce stress with systems that work in the background.How clean financials can help you secure better loans, attract investors, or prepare for an eventual exit.Whether you're managing one listing or a growing portfolio, this episode will give you clarity on how to manage your money like a pro and set your business up for long-term success.Mentioned in this episode:Make More Money This Year! Join us for a Boot Camp!Minoan | Visit MinoanExperience.com and tell them TFV sent you!MinoanMinoan | Visit MinoanExperience.com and tell them TFV sent you!Make More Money This Year! Join us for a Boot Camp!

Checking in with returning guests Dean Blachford and Ella Sui, who started the Blachford Tax Law firm in Ottawa, Canada in 2021. Blachford is the tax lawyer and Sui is the clerk, paralegal, and more, forming a small tag team specializing in Canadian tax law.  This is a fun episode because before they hung out a shingle, Blachford and Sui listened to the entire New Solo podcast library, building an understanding of a solo practice as host Adriana Linares and her guests discussed the challenges, and solutions, new practitioners encounter. Soon after they opened, the duo joined Linares for a podcast to share what they found to be the most impactful episodes.  So, how did that work out for Blachford and Sui? Four years later, hear what they learned from New Solo and how they put it all to work their firm. Bookkeeping, accounting, systems and processes, collections, clear goals, and careful documentation are all part of the firm's success. The firm considered hiring a junior attorney but instead leaned into tech by hiring a remote assistant (in the Philippines) and a human resources consultant. And (of course) this wouldn't be a New Solo podcast with a whole bunch of cutting edge legal tech solutions. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com     Topics: Guests Dean Blachford and Ella Sui started their New Solo practice by listening to the catalog of New Solo episodes. Four years later, hear how that worked out and how they learned to incorporate processes, procedures, remote help, and the latest tech. In a small firm, it's important colleagues' workloads. People may not always tell you when they are overloaded. Know when it's time to bring on help, whether in person, with a remote assistant, or through better technical tools and programs. Don't wait to document and establish clear processes, and stress those to new assistants. The things you put off early never get done. Document and follow your processes in the moment, don't procrastinate. Mentioned in This Episode: New Solo podcast, prior episode, “Marco Brown's Eight Commandments for Getting Paid” New Solo podcast, prior episode “Ernie The Attorney: A Tech Whisperer Shares His Legal Tech Secrets” Loom Zoom Clips Clio Introducing ChatGPT Adobe HubSpot SharePoint LastPass RingCentral Tactiq Calendly ABA Techshow 2026 Clio Cloud Conference 2025

How to Pay Your Kids and Save $$$ on Taxes - Step-by-Step

Fish At 6 | Big-Time Bookkeeping Inside The Star; The NEW Roster Build ✭ STRAIGHT DOPE. NO BULLSH. ✭ ✭ Fish Podcast - https://www.fanstreamsports.com/show/the-dallas-cowboys-fish-report/ ✭ PLEASE LIKE, SUBSCRIBE AND SHARE! ✭ More at www.CowboysCountry.com ✭ FISHSPORTS Substack - https://mikefishernfl.substack.com/ ✭ UNCLE FISH STORE - https://tinyurl.com/f82dh9sd ✭ FISH Premium Club - https://www.youtube.com/c/MikeFisherDFW/community

Checking in with returning guests Dean Blachford and Ella Sui, who started the Blachford Tax Law firm in Ottawa, Canada in 2021. Blachford is the tax lawyer and Sui is the clerk, paralegal, and more, forming a small tag team specializing in Canadian tax law.  This is a fun episode because before they hung out a shingle, Blachford and Sui listened to the entire New Solo podcast library, building an understanding of a solo practice as host Adriana Linares and her guests discussed the challenges, and solutions, new practitioners encounter. Soon after they opened, the duo joined Linares for a podcast to share what they found to be the most impactful episodes.  So, how did that work out for Blachford and Sui? Four years later, hear what they learned from New Solo and how they put it all to work their firm. Bookkeeping, accounting, systems and processes, collections, clear goals, and careful documentation are all part of the firm's success. The firm considered hiring a junior attorney but instead leaned into tech by hiring a remote assistant (in the Philippines) and a human resources consultant. And (of course) this wouldn't be a New Solo podcast with a whole bunch of cutting edge legal tech solutions. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com     Topics: Guests Dean Blachford and Ella Sui started their New Solo practice by listening to the catalog of New Solo episodes. Four years later, hear how that worked out and how they learned to incorporate processes, procedures, remote help, and the latest tech. In a small firm, it's important colleagues' workloads. People may not always tell you when they are overloaded. Know when it's time to bring on help, whether in person, with a remote assistant, or through better technical tools and programs. Don't wait to document and establish clear processes, and stress those to new assistants. The things you put off early never get done. Document and follow your processes in the moment, don't procrastinate. Mentioned in This Episode: New Solo podcast, prior episode, “Marco Brown's Eight Commandments for Getting Paid” New Solo podcast, prior episode “Ernie The Attorney: A Tech Whisperer Shares His Legal Tech Secrets” Loom Zoom Clips Clio Introducing ChatGPT Adobe HubSpot SharePoint LastPass RingCentral Tactiq Calendly ABA Techshow 2026 Clio Cloud Conference 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices

The ONLY Thing You Need to Pay Your Kids

Two Tax Lessons You Can Learn From a Stripper

Send us a textToday I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing their real, raw stories plus giving you an update on where they are now (spoiler alert: they're both crushing it!). If you've been wondering whether you can actually make this work while juggling life, work, and family, this episode is going to give you all the inspiration you need.In this episode you'll hear:Erin's journey from corporate burnout to 11 clients in 6 monthsMisa's strategic approach to building her businessReal talk about overcoming limiting beliefs and handling rejectionThe power of community and external accountabilityResources mentioned in this episode:Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vipAsana, QBO, UpWorkGretchen Rubin, Human Design, Cloud Accounting PodcastMeet ErinAs Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.Connect with Erin

Grab my FULL service library template here https://www.jasononfirms.com/service-library

The US Bureau of Labor Statistics projects higher than average growth in accounting and finance positions in the coming decade. In fact, over 715,000 openings are predicted in the business and finance sphere between now and 2031. With such strong growth (and earning potential), it's no wonder educators want to prepare students for jobs in accounting and finance. In this episode, we sat down with two accounting educators: Ashley Faulkner and David Waite. Ashley is a teacher at Triton High School in North Carolina, where she is a strong certification advocate. Over the past 11 years, Ashley has earned more than 40 certifications—and helped her students earn more than 1,150 individual certifications. She has also served as an FBLA adviser and as the North Carolina Southeast Region advisor. Outside her teaching career, Ashley is the chief financial officer for Simple Web Solutions, Inc., EM Audio, Inc., and Butler Faulkner Enterprise, and she is the mother of two active children.  David began his career as an auditor and was one of the rare humans who genuinely enjoyed it. After earning his CPA, he spent 15 years in public and private accounting before discovering his passion for teaching. An unexpected opportunity to teach accounting in Hawaii led him to academia, where he now focuses on bridging the gap between theory and practice. His teaching philosophy is simple: motivate students to prepare before class, engage actively during class, and tackle real-world challenges after class. Drawing from his industry experience, David strives to bring accounting to life for his students and future professionals.  We talk with Ashley and David about the skills accounting and finance professionals need and how to teach these skills in the classroom. Plus, we dive into connecting with local businesses for students' internship and job opportunities. And last, but not least, how certification empowers students along the way.  Learn more about Intuit certification here.  Connect with educators like Ashley and David in our CERTIFIED Educator Community here.  Get all the CERTIFIED Educator's Conference details here. 

3 Downsides To S-Corp Status

“ When I'd go on appointments I would say, ‘You know, I do work with so and so', and then that would kind of just help them feel reassured that I knew what I was doing, but I never pretended to know everything. I would be very upfront. If there's something I don't know, let me do some research and I'll get back to you.” -Jenny Groberg Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, shares her powerful story of building a seven-figure firm from scratch. Listen to this episode to learn how small actions can lead to big wins in your bookkeeping business. In this episode, you'll learn… How a $500 QuickBooks certification launched her business Why asking for client reviews changed everything Ways to scale while balancing family life To learn more about Jenny, click here.  Connect with her on LinkedIn. Time Stamps 00:01 – Jenny's start in bookkeeping with no money & two kids 02:43 – The $500 QuickBooks investment that paid off 03:32 – Asking for reviews & building credibility 08:33 – Turning small clients into long-term relationships 17:03 – Hiring the first employee & scaling the team 19:52 – Overcoming setbacks & a traumatic brain injury 31:30 – Keys to growing a seven-figure firm This episode is brought to you by our great friends at Sage! Drowning in paperwork? AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.

More sales don't always mean more money. In fact, chasing sales without checking the profit first can leave you working harder, longer hours… for nothing.

Paying Your Kids Do's and Don'ts

How We Legally Cheat Taxes

Classic Fear Based Tax Strategy (or lack thereof)

Rating Stripper Tax Deduction on a Scale of 1-10

In this episode, Carlsbad Chamber of Commerce CEO Bret Schanzenbach sits down with Lisa Carroll, president of Number Crunching, Inc., to explore her unique career path and specialized expertise in uncovering financial deception.Lisa shares her journey from humble beginnings in accounts payable and receivable to becoming a sought-after Certified Fraud Examiner. Initially recognized for her knack for unraveling messy financial records, she found her calling when an attorney asked her to testify in court on a fraud case. Encouraged by a judge who supported her despite lacking formal certification at the time, Lisa pursued and obtained her fraud examiner credentials, adding to decades of bookkeeping and accounting experience.She explains how her upbringing in a family of attorneys sharpened her ability to handle courtroom pressure with confidence. Today, she specializes in forensic bookkeeping—uncovering financial fraud in both divorce proceedings and business disputes. From identifying fraudulent personal expenses buried in company books to exposing multimillion-dollar embezzlements, Lisa thrives on what she describes as solving “financial puzzles.”Lisa emphasizes that her analyses are always “court-ready.” She tailors her reports so judges—who aren't accountants—can understand them clearly while ensuring every conclusion is backed by documentation. In some cases, she even serves as a neutral third-party appointed by the court to provide unbiased findings. Her role bridges investigative accounting with courtroom clarity, offering attorneys and clients confidence in the integrity of her work.Beyond business and family disputes, Lisa is passionate about protecting seniors from fraud. She highlights a staggering rise in financial scams targeting older adults, with estimated losses reaching nearly $20 billion annually. Drawing on her expertise, she partners with the FBI's Elder Justice Task Force and local law enforcement to present workshops at senior centers and community events, educating attendees about tactics such as AI-driven voice cloning scams. Her advice is straightforward: hang up, verify directly with loved ones, and always file reports with police and the FBI's IC3 system, even if the money seems unrecoverable.Throughout the interview, Lisa's enthusiasm for her work shines through. She describes each fraud case as a puzzle waiting to be solved and views her role as not only protecting financial integrity but also empowering individuals and businesses to take action when something feels wrong. For those seeking help—whether business owners, attorneys, or families—she encourages reaching out through her website, numbercrunchinginc.com, or by phone. Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Two Things the Big Beautiful Tax Bill Does and One It Does Not

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with David Richter, a fractional CFO specializing in cashflow management for real estate investors. David discusses the importance of understanding financial clarity, implementing effective cash management systems like Profit First, and the common pitfalls entrepreneurs face in managing their finances. He shares insights on expanding services, the significance of focus in business, and offers valuable advice for new real estate investors. David also highlights the resources available for those looking to improve their financial strategies.   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   —--------------------

Do This (with quickbooks). Not That.

Side Benefit of Paying Your Kids

“ One of the most famous quotes ever from Tony Robbins, this one I take with me every single day. ‘Fall out of love with yourself and fall in love with your customer and watch the magic happen'. And you gotta fall in love with your customer. When you fall out of love with what you offer or your package, and you fall in love with your customer, you have a beautiful relationship that happens.” -Lynn Gagne-Webb In this episode, we wrap up our two-part conversation with Lynn Gagne-Webb, founder of Custom Bookkeeping. Lynn dives into the challenges of pricing, managing client expectations, and building a bookkeeping business that truly fits your goals. In this episode, you'll also learn... Why understanding communication styles can transform client relationships The pros & cons of hourly billing versus value-based pricing How to handle scope creep without burning out your team To learn more about Lynn, click here. Connect with her on LinkedIn. Time Stamp 01:00 – Intro to part two with Lynn Gagne-Webb 01:44 – Trust & communication with clients 03:26 – Color coding for better communication 05:14 – Airplane analogy for pricing & expectations 08:33 – Handling clients wanting more for less 17:13 – Switching from packages to hourly rates 19:54 – Managing rising costs with the airplane model 24:14 – Flat rate questions & subscription fatigue 28:56 – Adapting to industry changes 31:43 – Focus on loving your customer 32:21 – Courses & Learn Bookkeeping Canada

Are you making sales but still broke at the end of the month?

Send us a textThis week on The Riley Black Project, we're hanging out with Jess & Alex from JT Financial Studio — the power duo helping makers, laser owners, and small business hustlers finally get their books, taxes, and finances in order.From filing your LLC without falling for scams, to knowing when to switch from an LLC to an S-Corp, to avoiding the most common (and costly) tax mistakes — they break it all down in plain English.We talk:The real startup headaches no one tells you aboutHow to protect yourself from “official looking” business scamsMissed deductions makers are leaving on the tableWhy bookkeeping isn't just for “big” businessesWhat it's really like starting a new business with your bestiePlus… a few laughs, a MySpace throwback, and some very questionable bikini marketing ideas.

The 5 Step Plan to Save 63% on Your Taxes.

Buy a big car in 2025? I have bad news for you...

How to save so much on your taxes it feels illegal.

How P&L can Help with Law Firm Pricing.