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Thinking tax planning is just paperwork? Think again. In this episode, we unpack why proactive tax planning is a must for business owners—not just to save tax, but to boost cash flow, avoid nasty surprises, and build a stronger financial future. We break down structures, trust distributions, company loans, and real strategies to keep more money in your pocket.On this episode, we discuss:(00:00) Intro(00:11) Why Tax Planning Isn't Boring—It's Crucial(04:59) Family Trust Risks And ATO Crackdowns Explained(07:33) What's Actually Your Money? Planning Cash Reserves(11:04) Loans From Companies: What Directors Get Wrong(14:47) The Right Way To Use Offsets(18:04) Are You Happy With What You're Earning? A Brutal Check-In(19:42) Business Planning Vs Personal Wealth Planning(23:55) What A Tax Planning Meeting Actually Covers(25:25) Legal Ways To Push Back Income And Reduce Tax(30:04) What Real Value Looks Like: Advice That Pays For ItselfCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.
As an entrepreneur, you know that every dollar counts, so today we're taking a deep dive into a topic that can save business owners thousands of dollars: deductible business expenses. In this episode, we'll cover what makes an expense deductible, the savings that come with deductions, unexpected deductions, and the importance of bookkeeping. By the end of the episode, you'll have a clear picture of how to make the most of your expenses and keep your money in your business. Episode Highlights Deductible expenses must be ordinary and necessary. Deductions are powerful. Every dollar you deduct reduces your taxable income, directly lowering the amount of taxes you owe. However, in order to deduct a business expense, two key rules must be satisfied: the expense must be ordinary and necessary. To be ordinary, the expense must be common and accepted in your industry, such as a yoga mat for a yoga instructor. To be necessary, the expense must be helpful and appropriate for your business operations. Before you write off something, ask yourself whether a business like yours typically needs this type of expense and does it serve a legitimate business function? If the answer is yes, you may have a deduction on your hands. Don't forget unexpected deductions. While rent and office supplies may come to mind as deductible business expenses, consider whether these unexpected events apply to you: Pet expenses -- If a dog protects your office or warehouse, the dog's food, training, and vet bills may be deductible. Coaching -- Hiring a business coach, taking leadership training, and even going to therapy for stress management related to business all might qualify as expenses needed to run and lead a company. Your home office -- If you have a dedicated space in your home exclusively used for business, you can write off some of your rent, utilities, and internet costs. Marketing and promotions -- Hosting an industry event, running a giveaway, collaborating with influencers, and paying for digital ads all count as deductible expenses as long as they are directly tied to promoting your business. Work-related attire -- Buying branded uniforms or specialized attire for your business are legitimate business expenses. Business retreats -- If you take your team on a business retreat to strategize and improve company culture, that expense could be deductible. Make sure you document the business purpose with an agenda and good notes. Good bookkeeping is just as important as knowing the rules. Without solid record keeping, you might miss valuable deductions or struggle to justify an expense in the event of an audit. Here are some tips to keep your books in order: Separate personal and business finances -- Keeping separate personal and business bank accounts and credit cards makes tracking deductible business expenses much more manageable. Use accounting software -- Accounting software, such as Quickbooks or Wave, can help automate tracking, helping to ensure nothing gets overlooked when tax season rolls around. Save your receipts -- The IRS requires proof of deductions, so keep digital or physical copies of receipts and invoices. Work with a professional -- A professional bookkeeper or accountant can help you keep your financial records accurate and compliant. Resources + Links Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.
Bill Betts engages in an enlightening dialogue with Crystal Lee, a distinguished business coach specializing in the pet grooming industry, and Tim Seymour from Profit First Professionals. The pivotal focus of this episode revolves around the innovative financial management system known as Profit First, which advocates for a paradigm shift in how business owners perceive and allocate their profits. By altering the traditional formula of sales minus expenses equals profit, the Profit First methodology encourages entrepreneurs to prioritize profit from the outset, thereby fostering a more sustainable and profitable business model. Through this discussion, I gain valuable insights into the practical applications of Profit First within the context of the pet grooming sector and the broader implications for financial health in small businesses. The episode serves as a comprehensive resource for pet grooming professionals seeking to refine their financial strategies and enhance their business operations.Takeaways: The Profit First methodology emphasizes the importance of prioritizing profit by allocating funds to a separate account before expenses are accounted for. Business owners often struggle with understanding their finances, leading to reactive rather than proactive financial management, which can result in unexpected tax liabilities. The Profit First system encourages a disciplined approach to financial planning, helping business owners forecast and manage their income and expenses effectively. Implementing Profit First can lead to a mindset shift, where individuals begin to view their finances with greater clarity and confidence, ultimately improving their financial health. Regularly reviewing and adjusting allocation percentages within the Profit First system enables business owners to optimize their financial strategies over time. Establishing a series of dedicated accounts for profit, expenses, taxes, and owner's pay can simplify financial management and enhance overall business profitability. If you would like to find out more about Profit First, you can visit their website here: https://profitfirstprofessionals.com/As always, I'd like to thank the podcast sponsor Lopay, the low-cost payment platform that helps you keep more of the money you earn! You can find out more and sign up for Lopay here: https://merchant.lopay.app/ref/PETPASSION2500, where listeners of this podcast get £2500 of fee-FREE transactions!And of course, if you feel like you could benefit from Bill's business programs for the Pet Grooming industry, visit our website: https://petpassiontoprofit.com/
Bill Betts engages in an enlightening dialogue with Crystal Lee, a distinguished business coach specializing in the pet grooming industry, and Tim Seymour from Profit First Professionals. The pivotal focus of this episode revolves around the innovative financial management system known as Profit First, which advocates for a paradigm shift in how business owners perceive and allocate their profits. By altering the traditional formula of sales minus expenses equals profit, the Profit First methodology encourages entrepreneurs to prioritize profit from the outset, thereby fostering a more sustainable and profitable business model. Through this discussion, I gain valuable insights into the practical applications of Profit First within the context of the pet grooming sector and the broader implications for financial health in small businesses. The episode serves as a comprehensive resource for pet grooming professionals seeking to refine their financial strategies and enhance their business operations.Takeaways: The Profit First methodology emphasizes the importance of prioritizing profit by allocating funds to a separate account before expenses are accounted for. Business owners often struggle with understanding their finances, leading to reactive rather than proactive financial management, which can result in unexpected tax liabilities. The Profit First system encourages a disciplined approach to financial planning, helping business owners forecast and manage their income and expenses effectively. Implementing Profit First can lead to a mindset shift, where individuals begin to view their finances with greater clarity and confidence, ultimately improving their financial health. Regularly reviewing and adjusting allocation percentages within the Profit First system enables business owners to optimize their financial strategies over time. Establishing a series of dedicated accounts for profit, expenses, taxes, and owner's pay can simplify financial management and enhance overall business profitability. If you would like to find out more about Profit First, you can visit their website here: https://profitfirstprofessionals.com/As always, I'd like to thank the podcast sponsor Lopay, the low-cost payment platform that helps you keep more of the money you earn! You can find out more and sign up for Lopay here: https://merchant.lopay.app/ref/PETPASSION2500, where listeners of this podcast get £2500 of fee-FREE transactions!And of course, if you feel like you could benefit from Bill's business programs for the Pet Grooming industry, visit our website: https://petpassiontoprofit.com/
It's tax season crunch time, so we are resharing a timely episode debunking the 1120-S tax return. In this episode, Brian will walk you through the S-Corporation income tax return to help you better understand what you're filing and hopefully catch mistakes before it's too late. He provides a section-by-section analysis of Form 1120-S and highlights key areas that business owners and tax professionals make mistakes. Episode Highlights Part 1: Heading, Income, Deductions, Tax and Payments Most of this information is drawn from your business's Profit and Loss Statement. Here's a breakdown of what's on the first page: Calendar year: The very top of the form asks for the calendar year. If the corporation has a calendar year-end, leave this blank. If a fiscal year or short year put in the appropriate dates. Address: Underneath the calendar year, the form asks for a name and address. Use the name set forth in the charter or other legal documents, such as your Employer Identification Number (EIN) letter. Item A: Located to the left of the address, Item A asks for your S election effective date. You should have a letter from the IRS (CP 261) with your S-Corp starting date. This date should stay the same every year. Item B: Your business activity code. This code shows the IRS exactly what you do. Item C: Item C only applies if you have assets of $10 million or more. Most of the time, Item C will not be checked. Item D: Put your EIN in Item D. Make sure to verify it's correct before you file your form. Item E: Your date of incorporation should match the articles of incorporation. This date may or may not be the same date as your S-election. Like the S-election date, the date of incorporation won't change. Item F: Total assets at the end of the year. Item G: If the corporation is electing to be an S-Corp beginning with the current filing tax year, check the appropriate box. If the S-Corp did not already file the S-Election, attach Form 2553 with the return. Item H: These boxes should be self-explanatory. Check the boxes that apply. Item I: Enter the number of shareholders in the firm (e.g. yourself and your partners). Item J: Most of the time, Item J will not be checked. If you believe that one of the Item J items applies, follow up with your tax accountant. Income: Report gross revenue your business has earned for the year and any additional income or interest income that you may have incurred. Only report trade or business income. Do not list rental income, portfolio income, or tax exempt income (those go on your Schedule K). Expenses: Report all deductions on your Profit and Loss statement. Pay special attention to the following lines: Line 7: Compensation of officers should have something on it. S-Corporations must pay shareholder/employee reasonable compensation for services rendered, and failing to put reasonable compensation could lead to an IRS audit. Also included on this line are fringe benefits, including employer contributions to health plans and group term life insurance, for shareholders/employees owning more than 2% of the corporation stock. If your S-Corp has total receipts of $500,000 or more, you'll need to attach Form 1125-E to explain what was paid to each officer. Line 8: Salary and wages paid to employees (other than officers) of the corporation. Line 17: An S-Corporation can deduct contributions made for its employees under a qualified pension, profit sharing, annuity, SEP plan, Simple plan, or any other retirement deferred compensation plan. This includes shareholders/employees owning more than 2% of the corporation stock. Line 18: Employee fringe benefits provided to officers and employees owning less than 2% go on this line, such as health insurance, disability insurance, and educational assistance. Line 19: Line 19 includes any other deductions. There should be an attached statement, and it should match your profit and loss. The numbers should be close to your Profit and Loss statement. Taxes and payments: In general, an S-Corporation does not pay taxes at the corporate level, so this section will be blank. Signature: It's important to sign the return only after verifying all of the information, including the following sections. Part 2: Schedule B This section is mostly self-explanatory questions. Make sure to read and understand each question. Below are two lines to pay special attention to: Box 1: This easy-to-miss box can change your entire return if you're not careful, since it's where you select whether you're a cash or accrual basis taxpayer. Once you choose an accounting method, you generally cannot change without approval from the IRS. Box 2: Here is where you explain what you do. Part B is an either/or question, so state whether you sell products or services. Also, if you hire contractors, say yes to question 14 -- and hopefully you got out your 1099 forms by January 31. Part 3: Schedules K and K-1 Schedule K reports the pro rata share items in total for the Corporation. Schedule K-1, which you receive in your personal name, reports the percentage of pro rata share items allocable to each shareholder. Lines 1-17 on Schedule K correspond to Boxes 1-17 on Schedule K-1. Most items on Schedules K and K-1 are self-explanatory and come from other parts of the return. Part 4: Schedule L This is where many taxpayers make a mistake. Schedule L matches your business' balance sheet and should agree with your books and records. If it doesn't, find out why before you file. The first two columns match what your accounts were at the beginning of the year and should match what the accounts were at the end of last year. If this is your first year filing an 1120-S return, these two columns should be blank. The second two columns are for what the accounts had on December 31 of the previous year and will carry over to next year's return. Some of the most common assets on Schedule L are: Line 1: Write the amount of cash in your bank account on the last day of the year. Line 7: Loans to shareholders are loans from the corporation to the shareholder. Keep in mind, these loans need to be documented and should have a repayment schedule and interest rate. Line 10a: Buildings and other depreciable assets are fixed assets that the business owns that have been depreciated, such as real estate, furniture, or machinery Some of the most common liabilities on Schedule L are: Line 18: Other current liabilities are expenses incurred at the end of the year but not paid until January of the next year. Current expenses often include wages, state taxes, federal taxes, and payroll taxes payable at the end of the year. Line 19: Loans from shareholders are loans from the shareholder to the corporation. As with the other loans, these loans should be documented and include a repayment schedule and interest rate. Line 22: The par value or stated value of the capital stock issued by the corporation. This amount stays the same each year unless the S-Corporation issues additional stock after incorporation. The corporate charter or minutes should identify the stock. Line 23: Enter the beginning and ending balances of additional paid-in capital. This includes the amount contributed to the S-Corp by shareholders for which the corporation did not issue stock or amounts contributed in excess of the stated or par value. Line 24: This section is especially tricky. You should base the retained earnings on the S-Corporation's books and records. Most of the time, retained earnings should match the Accumulated Adjustments Account (AAA), other adjustments account (OAA), and previously taxed income (PTI) balances on Schedule M-2. Line 27: This line represents the total liability and shareholders equity. This line must match line 15. If you answered “yes” to question 11 on Schedule B that your total receipts were less than $250,000 and total assets were less than $250,000, then you aren't required to file a Schedule L. However, it may be beneficial to file Schedule L anyway because it will be crucial for future balance sheets. Part 5: Schedules M-1 and M-2 Schedule M-1 helps explain discrepancies between the books and your tax return. This section should explain any differences you notice. Some common items reported on Schedule M-2 include: Meal expenses (100% on books, 50% on taxes) Entertainment (100% on books, 0% on taxes) Life insurance premium expense (100% on books, 0% on taxes) Certain fines and penalties (100% on books, 0% on taxes) Political contributions (100% on books, 0% on taxes) Book depreciation expense (100% on books, 0% on taxes) Tax depreciation expense (%0 on books, 100% on taxes) Tax-exempt income (100% on books, %0 on taxes) Schedule M-2 tracks the income and losses and separately states items that the shareholder should report on their tax return. Resources + Links Bank Reconciliation 101 Lessons from the 1099-NEC deadline Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and certified financial planner who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Tim Tebow, LIVE and in-person at Clay Clark's December 5th & 6th 2024 Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Prune your existing portfolio to create a revenue pipeline.Accounting Influencerswith Rob BrownEd Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the Accounting Influencers Podcast with host Rob Brown.Full Show Notes Here | More Accounting Influencers with Rob Brown hereWarren shares his insights on how the accounting industry has been affected by the Covid-19 pandemic and what the future may hold for the industry. He believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency as they have weathered the storm reasonably well. However, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with values different from those of the legacy partner.
In the latest episode of the Fintech Chatter podcast, Dexter reconnects with Ryan Edwards-Pritchard, CEO of Anna.MoneyRyan chats to Dexter about the recent merger of Cape and how he's joined forces with the UK's Anna.Money to bring a new approach to supporting the 2 million plus small businesses in Australia.About this EpisodeRyan shares the back story of launching Cape in Australia and the challenges he faced getting through the pandemic, securing funding, growing the business and then navigating the funding crunch.They discuss the synergies that led to Cape being acquired by ANNA and Ryan shares his learnings and advice for other founders seeking an acquisition partner.Ryan also shares the plans for growth in the region as well as some unique product offerings and services for the Aussie market.About Anna.MoneyAs "The business account that does your accounting and taxes" Anna.Money provides a smart all-in-one business account for money, invoicing, expenses, bookkeeping and taxes.About RyanRyan would describe himself as a British expat Fintech Nerd. His background in the UK saw him heading up Europe's largest digital marketplace for SME Finance in Funding Options.Send us a textSubscribe Newsletter: https://www.linkedin.com/newsletters/fintech-leaders-7092732051488980992/Connect on Linkedin: https://bit.ly/3DsCJBp
Check out Danielle Hayden:Kickstart AccountingInstagramBusiness by the Books PodcastEpisode NotesTwo other episodes you might want to check out:Off-Season Hustle: Attracting Clients, Creating Styled Shoots, and Building Vendor RelationshipsBuilding Your Community | Wedding Planning Business Q&A with JamieShare your thoughts on this episode over on Instagram! What do you think?! Take a screenshot and tag @wolferandco so we can hear from you!Join the amazing discussions over in the Wedding Pros Facebook Group. This is a group for aspiring, new, and experienced wedding planners and wedding vendor professionals!Jamie would love to help you get started with your wedding planning business or optimize the one you have already started. If you'd like personal guidance from Jamie, access to her community of VIP wedding professionals, and the opportunity to be listed on her preferred wedding planner listing that is shared with thousands of engaged couples every month, consider joining The Union Mastermind. You can find out more about that program HERE.Our Favorite Wedding Business Resources:Timeline Genius - create detailed timelines for your events (automated text messages, emails, and more!)Legally Set - Get all your legal contract templates you need; use code “UNION” for 20% OFFHoneybook - keep all your clients organized; use code “UNION” to get the current deal Jamie locked in for ya!Photobooth Supply Co - Own your own photobooth and easily make a bit more money on the sideP.S. - The links above may use affiliate platforms where commission may be earned based on clicks and/or purchases, and I would love it if you used them! It won't cost you anything extra, but affiliate links are RAD because they help creators like me to fund the free content we provide.
Episode 101 discusses Business Accounting for Non-Accountants with Nolan Bradbury. This topic is definitely for me and probably for you. Nolan Bradbury uses his years of accounting experience to help you use accounting to your benefit. He understands that for many business owners, accounting is often seen as their least favorite aspect of running a business—an obstacle rather than an asset. Episode Benefits: You can expect to learn how to make accounting your friend. Use it to your advantage. This Podcast series is targeted to Business Owners and C-Suite Executives. It reflects my 34 years as a Business Owner and subsequent years as a Business Mentor and Consultant. It focuses on the various subjects and topics to help you run a successful profitable business. They are approximately 15-minutes long so you can listen while commuting. Let Nolan help you! Listen now to gain actionable strategies for improving your accounting skills. Reach out to me to be put in contact with Nolan. The Business of Business, topics are divided into 5 Categories: Management, Operations, Sales, Financial, and Personal. Support the Show.Helping You Run a Successful Profitable Business !For Business Consulting or to be a Podcast Guest - Contact me at: www.bcforg.comLinkedIn: https://www.linkedin.com/in/brian-fisher-72174413/
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Roger Knecht is president of Universal Accounting Center, a post-secondary school for accounting professionals. With over 20 years of marketing, sales, HR & operations experience, Roger Knecht has helped thousands of business owners work ON their businesses to increase revenue, improve profits, and build value. His strong work ethic and collaborative style deliver reliable, high-quality results for business owners. Roger hosts, Building the Premier Accounting Firm, a podcast that keeps accounting professionals on the industry's cutting edge, offering quality bookkeeping, accounting, and tax services. He hosts discussions with some of the accounting world's best minds and shares actionable insights for firms. Roger is the author of “Your Strategic Accountant” and “Your Profit & Growth Expert”, each written to help business owners understand what they can expect from the accounting profession. Universal Accounting provides accounting professionals with the training, certifications, coaching, and support they need to become Profit and Growth Experts for their clients. If you want to have the premier accounting firm in your area, contact Roger and his team at 801-265-3777 or visit them online at www.universalaccounting.com Don't forget to take our Free Business Assessment here: https://www.magpaiassessments.com/4117/0
Barry Auchettl (ock-er-tell) is a Visionary from the Gold Coast in Australia whose passion is awakening the Vision in others. Barry has faced many life and health challenges from a positive and ultimately grateful viewpoint. He is one of Australia's most qualified vision educators and founded Eye Power in 1997 after personally overcoming the need for corrective lenses.Barry specialises in combining business skills, healing modalities, intuition and muscle testing. He created Light Body Alignment as a way of clearing unconscious sabotages in seconds.Barry's passion is to allow people to shine from within. He has faced many of life's challenges from a positive and ultimately grateful viewpoint. He has overcome two life-threatening brain tumours and has reversed his need to wear glasses or contact lenses.Barry is a fascinating and down-to-earth facilitator from Australia who is currently runs talks, workshops, seminars and trainings worldwide on all aspects of Vision and authentic communication.Barry Auchettl has a Masters in Education focusing on computers and eyesight, a Bachelor of Business (Accounting), a Diploma in Education and a Graduate Diploma in Religious Education.His Masters in Education researched the detrimental effects computers have on eyesight, and what can be done about it. He has developed various Vision training programs to help eliminate the potential threat caused by what he describes as Computer Eyesight Syndrome.He has also been trained in muscle testing methods specialing in Sabotage Clearing and Goal Enhancement, and is the author of The Scan Charts which is an invaluable resource for all kinesiologists. The Scan charts is currently printed in six countries including a Japanese edition.He is also the creator of Light Body Alignments for helping restoring the body to its natural state of health. Barry has also helped children and adults overcome potential learning difficulties, and has helped in various programs for students at risk.Register here for the grief workshop:https://www.thevisionschool.org/navigating-through-the-fog-of-grief/ref/111/Use code: raisemeupOr this breakthrough workshop:https://www.thevisionschool.org/product/the-glass-ceiling-breakthrough/ref/111/ Hosted on Acast. See acast.com/privacy for more information.
Chris Mannina - Small Business Finance Expert CPA/CFO - Practice Lead at KWC CPAs Chris Mannina is a certified public accountant with almost 20 years of experience in the accounting and finance industry. He works primarily with mid-market business in a variety of industries, including professional services, technology, government contracting, and non-profits. Chris is a former President of Mannina Incorporated and Director with Citrin Cooperman Advisors where he provided fractional /interim CFO and Advisory services. His areas of expertise include reporting, compliance, strategic planning, FP&A, monitoring, and internal controls. Chris serves as a Board Member and Treasurer of the Greater Washington Society of CPAs and incoming President for fiscal year 2024. In addition, he chairs the Investment Committee and has served on committees including Ethics and Membership. Chris is a graduate of American University and holds a Bachelor of Science in Business Administration. When he's not crunching numbers or writing articles, he enjoys spending time with his wife and young children. https://www.kwccpa.com/firm/ Kira Wissman - Operations and Leadership Expert CFO - Controller at KWC CPAs Kira is a dynamic, dedicated, operational & finance leader offering 20+ years' experience in both the private and public sectors. Her leadership style is collaborative and compassionate, and she brings an array of excellent technical skills with a practical application to the table. Through years of experience in a variety of settings and industries, she possesses a very well-rounded view of the business world. https://www.kwccpa.com/firm/ "These two are very personable and are vested in supporting you in your business accounting. Thank you for all that you do." IdaLearn how you can "Go Beyond the Interview." Visit us at https://jmmbmediallc.com/
Tell us what you like or dislike about this episode!! Be honest, we don't bite!In this episode, we sit down with Harvey Armstrong, a well-known personality from the hit reality TV show, Made in Chelsea. Harvey takes us through his journey, from his humble childhood to studying Business Accounting and Finance at University, to his successful career at PWC, and ultimately to his venture into the world of reality TV and entrepreneurship. Harvey shares valuable insights into the impact of his education, the importance of mental health, his experiences on the show, and his perspectives on success and mentorship. Who Harvey Armstrong: Harvey Armstrong is a well-known personality, particularly recognised for his appearances on the popular reality TV show, "Made In Chelsea." The show is an eye-opening reality series that follows the lives and loves of the socially elite 20-somethings who live in some the London Borough of Chelsea. Prior to his television appearances, Harvey studied Business Accounting and Finance at Newcastle University, setting him up for a successful career in the corporate world. He worked at PricewaterhouseCoopers (PWC), a renowned multinational professional services network, where he honed his skills in finance and business.Harvey's journey took an exciting turn when in 2019 he ventured into the entrepreneurial world, making a mark in the beer industry. Harvey is now the CEO and co-founder of Prime Time Lager, a craft beer brand which launched the world's first caffeine-infused low-calorie lager.In this podcast episode, we delve deeper into Harvey's life, exploring his background, his experiences on and off the screen, his values, and the lessons he has learned throughout his diverse journey. Key takeaways: Diverse Pathways to Success: Harvey's journey showcases that success can be achieved through various routes, from corporate finance to reality TV and entrepreneurship. Prioritising Mental Health: Harvey's emphasis on mental health highlights the significance of taking care of your well-being, even in demanding and high-profile industries. Balancing Brand Image: Managing a public image and brand, as seen through Harvey's experiences on social media, requires careful consideration and authenticity. The Impact of Mentorship: Harvey's acknowledgment of the influence of mentors underscores the importance of guidance and supp—Thanks for watching!SUBSCRIBE NOW FOR MORE TIPS—WebsiteInstagramTik TokFacebookTwitterLinkedIn—LISTEN TO THE PODCAST!SpotifyApple—Who Is Matt Haycox? - Click for BADASS TrailerAs an entrepreneur, investor, funding expert and mentor who has been building and growing businesses for both myself and my clients for more than 20 years, my fundamental principles are suitable for all industries and businesses of all stages and size.I'm constantly involved in funding and advising multiple business ventures and successful entrepreneurs.My goal is to help YOU achieve YOUR financial success! I know how to spot and nurture great business opportunities and as someone who has ‘been there and got the t-shirt' many times, overall strategies and advice are honest, tangible and grounded in reality.
Join CPA Wendy Barlin for a no-nonsense discussion on ensuring your home inspection business maximizes its financial efficiency. She'll walk you through a tax deduction, how to find more deductions, debunk myths, and explain why listening to your neighbor's tax advice isn't always the best idea. Set yourself up right from the start, and join us for tips and tricks to make your taxes work for you!
Reaction to a John Cleese video from 1991! Original recording: https://www.youtube.com/watch?v=Pb5oIIPO62g Based on this Book: https://amzn.to/3L24ZgQ My conference in "Creative Business Models for Accountants": https://altaccountant.com/creative/
The fact that you are reading this means that you are probably working in the hairdressing industry, and in all likelihood, you are also a business owner or an aspiring business owner. As a business owner, the financial health of your business is your biggest responsibility, and one of the most important business relationships you will have is the relationship with your accountant. My guest on today's podcast is April McDaniel from accountancy firm Kopsa Otte based in the United States. April's accounting niche is the hairdressing sector, and the information she shares today will be invaluable in helping you get on top of your finances! Although about half of my regular listeners are based in the US, we regularly get listeners now in more than 80 countries every week, so today, we are very consciously going to cover all things relating to money and accountancy in a way that's relevant no matter where in the world you are based. In today's podcast, we will discuss: - What salon owners should look for when finding an accountant. - How involved salon owners should be in their business accounts. - The single biggest mistake salon owners make when it comes to financial management. For full show notes, links and resources mentioned visit: https://growmysalonbusiness.com/podcast/206/ Thanks so much for joining me this week. If you enjoyed this episode, please leave a review. Ratings and reviews are extremely helpful and greatly appreciated! They do matter in the rankings of the show and help other people find my podcast. I also love to hear what's been helpful and what you love about the podcast! Just click here to review, scroll to the bottom, tap “Ratings and Reviews” tap to rate with 5 stars and “Write a Review” and let me know what your favourite part of the podcast is. Thank you for your support! And finally, don't forget to subscribe to the show to get automatic updates. Got a question you want answered on the podcast? DM me your question over on Instagram or just come on over to connect at: https://www.instagram.com/growmysalonbusiness/
Accounting. Not the most enthralling subject for most business owners. All too often, people downplay the importance of accounting for their entire career…until they try to sell their dental office and are either pleasantly surprised or devastated by the numbers they see. Join Dr. Victoria Peterson and Chris Sands today for an upbeat, engaging conversation about what you need to know to ensure the sale value of your dental practice.
Lee Philips - Legalees Tax Secrets: "Your little business is the most important tax shelter that you have." You probably started your business because you are very good at the skills needed for that industry. But knowing everything you need to know to take care of the business side of your business can be a challenge. It's knowing what you need to know and knowing what you don't know and knowing when it is time to hire someone that knows what you need to know. Legalees is a company started to help small business owners navigate the LLC and S Corporation side of business. Listen as Lee Philips, Counselor of the United States Supreme Court, with a long resume in real estate, investing, insurance, research and law shares his time with us to share his expertise in helping businesses play the game of business and play the accounting side well. Enjoy! Visit Lee at: Legalees.com/james Podcast Overview: 00:01:06 SBIR grants, governor endorsement, BYU stock profit. 00:03:27 Word Perfect founder's interesting story and Utah's tech success. 00:08:30 Avoid probate with Living Revocable Trust. 00:13:03 Trust simplifies bank account setup, avoids tax ID. 00:17:54 Estate planning is simple for smaller assets. 00:21:33 Degrees in geology, physics, nuclear chemistry. Chemistry company, law school. Patent work, health scare, hospital visit. 00:23:08 Friend discovers advanced cancer, two-three week lifespan. 00:29:07 Lost everything due to IRS tax issues. 00:32:48 Easy transition, no asset protection, lower taxes. 00:37:07 LLC offers tax advantage and asset protection. 00:38:20 Corporate shield protects owners in slip and fall. Partnership has asset protection against creditors. English law protects innocent partners from debt. 00:42:54 Utah removes corporate formalities, but it's BS. 00:44:33 No formalities in LLC; charging order protection. 00:50:30 Understand taxes for increased income and protection. 00:52:07 Lawyer walks in cow pasture, steps in manure. 00:56:06 Business and real estate: secret to wealth. 00:58:55 Authentic Business Adventures: Business owners' struggles, successes. Locally underwritten. Thumbs up, subscribe, comment. Call answering services. Bold business books. Thank you, Lee Phillips. Website? Podcast Transcription: James [00:00:02]: You have found Authentic Business Adventures, the business program that brings you the struggle, stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found at drawincustomerscom. Today we're welcoming, preparing to learn from Lee Phillips, the founder of Legalese. So Lee is going to take us right into it. We got going into conversation, so let's hear all about the accounting and legal stuff that you have to deal with with your small business. Lee Phillips [00:00:32]: Some background that you don't know is after I got sick, I went to BYU and I'd created an instrument for chemistry as a student there. And then in my two weeks as a patent attorney, I started the patent on it while I was sick, for three years, the patent issued. So I went to BYU and I said, I'd like to make this instrument. And I started a company called Lee Scientific, and it was the first Utah high tech company. James [00:01:05]: Wow. Lee Phillips [00:01:06]: We got the first SBIR grants, the first all of this crap. And the governor actually spent 20 minutes of his 40 minutes State of the Union address saying, lee Scientific is the future of this state. And I gave BYU, and I'm not going to go through this story for you, but it'll give you some background. I gave BYU a little bit of stock in Lee Scientific. I wrote the license agreement for them and they made about a million dollars off of the little bit of stock I gave them when we sold the company three years later. James [00:01:44]: All right. Lee Phillips [00:01:45]: And they said,
We get closer to getting Gurk to see a psychic after Coach P shares some of her experience. We discuss the viral cowboy in a Gurdwara and Tony calls in to weigh in on the debate. Creepy lake stories, wild underwater rescues, love spells, too much steak, and penny pinching party goers!! Follow the official podcast IG www.instagram.com/coachppodcast For BONUS Coaches Huddle episodes and archived IG Lives SUBSCRIBE to the PATREON www.patreon.com/coachppodcast Follow Gurk www.instagram.com/karanbhattirealestate for …. BEST DEAL, WITHOUT WAIT! Follow Gurveen www.instagram.com/theregoesgurveen Producer/Audio Engineer Kyle Bhawan www.instagram.com/kylebhawan & www.instagram.com/dontdoze Song "Be Like That" by Revay www.instagram.com/alwaysrevay Fresh Canvas Spa & Laser Centre located in Surrey and Metrotown-Burnaby —> Use code COACHES for 15% off all services and all skincare at www.freshskinshop.com Unlock the Secrets of Financial Success by enrolling in Cindy's course From Chaos to Clarity: Mastering your Business Accounting and Taxes. www.elevatedaccounting.ca mention the podcast and get $1000 off! Chutney's Indian Grill is Canada's first Fast Casual Indian Restaurant. Visit www.eatchutneys.com for franchising information! Mention the podcast for 10% off your order!
Paula Day is a highly-skilled business expert and trusted advisor with a wealth of experience. With 20 years in the field, she has a wealth of knowledge to draw from. Holding a Bachelor's degree in Business Accounting and a CPA certification, Paula quickly rose to the top of the corporate ladder and mastered the skills needed for successful large scale operations. Additionally, she is a Master NLP Practitioner, Hypnotherapist, Social Media Expert, and Personal Stylist, bringing a unique and holistic approach to her coaching and consulting business. Paula's passion lies in supporting driven business owners to master their businesses and grow in a way that aligns with their values. With her experience and expertise, she offers the kind of advice and support usually only available to larger organizations. What you will learn What led Paula into business coaching Paula tells us about her Amazon side hustle journey Discover how to make money while you sleep Find out why Paula chose the beauty industry as another one of her niches Paula shares her best tips for getting leads and sales Learn how the rise of Zoom impacted Paula's coaching business Paula unpacks the challenges she's faced as a working mom Discover simple tips to manage chaos and look after yourself Paula shares her wisdom from starting and managing her coaching business
If your business is booming and you're looking to expand, chances are you're going to need access to capital. So, how hard, or easy, is it for a business owner to obtain money and resources when growing their business? My guest today is here to answer this BIG question! Meet Mark Ritter, the CEO of MBFS, a credit union organization that specializes in providing loan services to credit unions, so they can provide crucial loans to people in their community. To say the least, Mark is the man when it comes to better understanding loans. Take a look inside the world of business assets as we discuss what you need to have in place to get approved for loans, best practices when it comes to handling your money, the ins and outs of credit unions, and how to become a member of one. We also delve into the misconception that credit unions only provide consumer-based services, how they have evolved to offer business loans, and our personal philosophy and commitment to helping small businesses grow! Did this episode spark your attention? You can learn more about Mark or loans and credit unions by going to his website! About Your Host DCA Virtual Business Support President, Denise Cagan, has been working with small businesses for over 20 years. She has served on the boards of professional organizations such as Business Leaders of Charlotte (BLOC) and the National Association of Women Business Owners Charlotte (NAWBO). Denise is also a graduate of the Goldman Sachs 10,000 Small Business Program, which is a program for small businesses that links learning to action for growth-oriented entrepreneurs. Recognized as a facilitator, problem solver, and builder, Denise enjoys speaking to business groups about social media for small businesses and motivating remote and work-from-home (WFH) teams. She holds a Bachelor of Science in Quality Systems Management from James Madison University. With extensive experience in outsourcing solutions that provide administrative, creative, marketing, and website support, she is able to help other small businesses grow and thrive. Connect with Denise DCA Virtual Business Support website. View and listen to Podcasts with Denise Cagan. LinkedIn
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Business | Business Accounting 101 with Doctor Robert Zoellner And Clay Clark | This Show Can Save You Thousands!!! Business | The Gabe Salinas Success Story | How to Systemize and Scale Your Business | Clay Clark Helped WindowNinjas.com to DOUBLE the Size of His Business within Just 3 Short Years Learn More About How Clay Clark Coached Window Ninjas Into Doubling the Size of Window Ninjas Today At: www.WindowNinjas.com Schedule a FREE Consultation with Gabe Salinas Today By Emailing: info@windowninjas.com Services Provided by Window Ninjas: Commercial Window Cleaning Residential Window Cleaning Gutter Cleaning Pressure Washing Local Window Ninjas Owner: Google Reviews Video Reviews Weekly Group Interviews Keep Their Advertisements On The Franchise: Corporate Will Answer the Phones Business | Learn How to Build a Business And Not a Job. 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As the co-founder of Quantify for 10 Years, Dave has helped countless business owners add a few extra hours of sleep per night knowing they have accurate financial information to grow their business. Prior to founding Quantify, Dave's expertise was utilized by one of Pennsylvania's biggest regional public accounting firms. What problem do you solve? How to manage the accounting and bookkeeping for your business. Show Notes: If you aren't making a profit you aren't going to have a business. Dave believes that some businesses that fail do so because they do not have a good handle on the financial and accounting information, not because they don't know how to deliver their goods and services. When doing your accounting and financial work, you need to decide if it is better for you to work on it or for someone else to. It may be that a business owner's time is better invested in working on the things that make money vs. doing the accounting work in their business. If you decided that you are the one that is going to do the work, you need to figure out a cadence that works for you, block off the time and then stick to it. If you get behind, the work can become overwhelming. Be sure to get tax advice so that you don't have any surprises at tax time. You should have a picture of what's coming and that will help you be prepared. It may show that you need to either make more money or spend less. 5 Ways to Better Manage your bookkeeping Make sure you separate your business and your personal. Have separate bank accounts and credit cards. Do your weekly bookkeeping. Use the correct accounting software. Utilize available technologies for payroll, accounts payable, accounts receivable, etc. There is a lot of cool technology out there that can make things more efficient Potentially hire a bookkeeper. Remote can really benefit you. You can find someone that is of a high quality that may not be available in your area physically. You can really increase your talent pool. Dave has a bookkeeping course: the DIY course on his website is for those just starting out. thequantifygroup.com/diy-bookkeeping-for-startups Dave Ashworth's Best Small Business Tip: Don't lose sight of building your network. If you have a strong network, you can succeed with anything. Connect with Dave: Website: thequantifygroup.com LinkedIn Learn more about Gary's Mastermind group at goascend.biz/the-mastermind-solution
Clay answers the questions from a Thriver in east Tennessee (Jeff) about money, entrepreneurship and how to start a business. Thrivetime Nation!
Clay shares the importance of always paying the taxes you owe and then answers a question from a Thriver about how to minimize your tax liability
It is all about the money in this episode. Do you have a financial guide or someone in your corner? Today's guest, Rylan Kimler of Net Profit CFO, is the ultimate behind-the-scenes guy when it comes to backing your company's finances. He makes cents of everything from balance statements to EBITDA to profit and loss. This chat is sure to spark your interest... literally! About Your Host DCA Virtual Business Support President, Denise Cagan, has been working with small businesses for over 20 years. She has served on the boards of professional organizations such as Business Leaders of Charlotte (BLOC) and the National Association of Women Business Owners Charlotte (NAWBO). Denise is also a graduate of the Goldman Sachs 10,000 Small Business Program, which is a program for small businesses that links learning to action for growth-oriented entrepreneurs. Recognized as a facilitator, problem solver, and builder, Denise enjoys speaking to business groups about social media for small businesses and motivating remote and work-from-home (WFH) teams. She holds a Bachelor of Science in Quality Systems Management from James Madison University. With extensive experience in outsourcing solutions that provide administrative, creative, marketing, and website support, she is able to help other small businesses grow and thrive.
Tell a friend to tell a friend… We're BACK!!! After a short hiatus Lex and Ash are back with 2 of 3 members of YDN an up and coming afrobeats group you NEED to put on your playlist! Muski and Emsho pulled up to the studio and put the ladies on to what they call Fine boy music and the overall YDN wave! The third member of the group Bulu was busy playing for the NFL Commanders (Yup that's the new name of Washington Football team) so he was there in spirit. Ashley says “we are our ancestors wildest dreams” so the fact that all of you are all first generation Nigerians that are valuing the opportunities that your families have provided, securing an education while still chasing your dream is inspiring. Emsho is in school getting his degree in Business Accounting, Muski is currently on track to graduate with double degrees Econ and sociology and Bulu has a M.Ed while working on his MBA! YDN has shows in LA this October as well as plans to release some music videos in the near future! In the meantime all of their music is available on all streaming platforms! fLexx spins the block to relationship corner and asks how honest the guys are when they're dating. Emsho explains what men mean when they say “they are looking for a vibe”. Mooski said he needs 45 mins and he is wooing any woman with his Jollof. Who needs uber facts when you have Ashley? During TV and Film segment she dropped the bomb that the Queen married her cousin very House of Dragons of you Lizzy! Stay safe, stay hydrated, mind your business + remember… No Justice, No Peace until ALL BLACK LIVES MATTER! Stay connected:@YDN_Ent@YDNMuski @YDNEmsho@YDNKingBulu@ComeThruPod @FlexxLutherr @Ashlijaayy TV/FILM:Rise of Kanan on Starz House of Dragons on HBOMax Untold on Netflix Rise and Fall of And1 The Girlfriend that didn't exist : The Manti Te'o Story Operation Flagrant foul Sparanos on HBOMaxUntrapped: The story of Lil Baby on AmazonHEAT SEEKERS:YDN: If I YDN: Inside Nipsey Hussle: Bulgari ShadesAmaria: Work Vibe to the Heat Seekers and follow the playlists: Apple Music/ iTunes: https://music.apple.com/us/playlist/heat-seekers/pl.u-55D6ZylugW2MDM Spotify: https://open.spotify.com/playlist/1BxWfYK7rJSPZhH4fBMJEt?si=9lFATMeBTDO1mvRMhbaxLQ Tidal: https://tidal.com/playlist/4eb24890-f738-4615-b98a-f68064149c27 *** Come Thru Media LLC does not own the rights to the music played.
As an entrepreneur it's so important to know the basics of your numbers and financial statements so you can build a strong foundation for your business as you continue to grow and increase your revenue. In today's episode, I'm sharing some of the basic terms and definitions that you should be familiar with when it comes to your business accounting and your numbers. In this episode, Danielle also discusses: Cash basis vs accrual 4:15 What financial statements include 9:04 EBITDA- what it means and why you need to know it 19:24 Balance sheet and what to know about them 22:17 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting Twitter | https://twitter.com/KickstartAcct Things Mentioned in Today's Episode: Grab the Glossary PDF -> DOWNLOAD Book your FREE discovery call https://www.kickstartaccountinginc.com/get-started
Join Rob in this information-gathering episode as he reviews a thread from small business owners where personal and business accounting options are presented and discussed. This episode provides value on your journey toward more effective management of your financial life - personal, business, and beyond. Check out the show notes for an abundance of links to everything discussed in this information-packed episode on personal and business accounting. So much information that you get two endings to the show!~Connect on social media! Telegram Group Chat - https://t.me/allaroundgrowth ~Have a Question or any feedback for Rob?Send me an email at allaroundgrowth@gmail.com~Discussion Links: Survival PodcastAug 11, 2022 · The survival podcast is the only online talk show 100% dedicated to modern survivalism, sustainability, alternative energy & thriving in changing economic times.TSP Small Business OwnersThis is a branch of THE SURVIVAL PODCAST for listeners who run their own businesses. If you are not a listener, we highly recommend it.GnuCash: Free Accounting SoftwareGnuCash is an accounting program that implements a double-entry bookkeeping system. It was initially aimed at developing capabilities similar to Intuit, Inc.'s Quicken application, but also has features for small business accounting.Free Accounting Software for Small Businesses - WaveWave makes accounting as simple as possible. Make tax time a breeze When everything is neatly where it belongs, tax time is simple. Wave's smart dashboard organizes your income, expenses, payments, and invoices. Accounting Software – Do Beautiful Business | Xero USAccounting software to do your to-do Learn what Xero can do Prices from $12 per month Simplify everyday business tasks Explore features and tools built for small businesses, accountants and bookkeepers.World's Simplest Bookkeeping Software - LessAccountingToday LessAccounting has to pay customers in over 100 countries. Our software is designed for small business owners. We help everyone from the most fragile of ...Online Accounting Software | Zoho BooksZoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.BudDIY Podcast on Apple PodcastsA podcast about living a better life through DIY. Topics range mostly from woodworking, but extend to shop improvements, keeping animals, to intellectual pursuits.2022 Goal Setting Workbook Feeling discouraged? Miserable in your job? Just lost your business? Give yourself a new beginning!York Meadow Farm - Online Store SOON! Hand-crafted probiotic-rich fermented foods and all-natural bath and body products.Fountain: Value-for-Value Podcast Player Fountain is the only podcast app that rewards both listeners and podcasters for the value they bringDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Hinckley Cook PC (972) 335-1553 in Frisco, Texas will help you set up your QuickBooks properly and train you and your staff to get the most from the software. Visit https://www.hinckleycpa.com (https://www.hinckleycpa.com) to schedule a free consultation.
Do you want $500K, $5M, or $50M+ in sales? Are you making the right investments, performing the right marketing and sales initiatives, and embracing the right platforms with the right messaging to position yourself to reach those numbers and beyond?The reality is this marketplace is unlike any other we've experienced before. And the honest truth is many Entrepreneurs, Startups, SMBs, Agencies, Marketers, BDMs, SDRs, B2Bs, SaaS, Tech, etc are missing the mark entirely because they haven't positioned the odds in their favor to succeed.70% of businesses will fail within five years or less. A big reason is businesses want to grow but don't know how to maintain their growth. This episode will explain how to operate, market, and sell your business to achieve sustainability first and scalability second.(P.S. The first person to submit a review on this episode will be eligible for a free strategy session with the Strategy Hacker.)Beyond The Episode Gems:See what the HubSpot CRM can do for your business at HubSpot.comSee all of the podcasts on the HubSpot Podcast NetworkWatch Agency Accelerated Episode: Elon Musk Owns Twitter, Now What? A Convo with the CMO of AgorapulseDiscover how Agorapulse is helping businesses measure the impact of social media and prove ROISee My Free Course -- Earning The Trust Of Your Audience To Build Brand Authority On Social Media PulseLearn more and join the Social Media Pulse Community for freeGet Two Free Months of Agorapulse on me: Social.Agorapulse.com/FindTroyJoin my All Things Strategy Community on Twitter for upcoming exclusive content!#####Support The Podcast & Connect With Troy:• Rate & Review iDigress: RateThisPodcast.com/iDigress• Get Strategy Solutions & Services: FindTroy.com• Buy Troy's Book, Strategize Up: FindTroy.com/Strategize-Up• Follow Troy on Twitter: Twitter.com/FindTroy• Follow Troy on LinkedIn: LinkedIn.com/in/FindTroy
Becoming Fluent in the Language of Business, with Bill McDermott, Host of ProfitSense In this commentary from a recent episode of ProfitSense, Bill defines the language of business, and the need for business owners to develop fluency in that language. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business […] The post Becoming Fluent in the Language of Business, with Bill McDermott, Host of
Adel is an ICF Certified Life Coach who coaches clients on personal growth, professional advancement, & healthy relationships. Adel mainly partners up with adults & young adults to increase their self-awareness & achieve personal & professional goals by coaching their being & mindsets & challenging them to get out of their comfort zones & take action. Adel also conducts workshops for companies related to Emotional Intelligence, Healthy Relationships, & Stress Management. Besides Life Coaching, Adel is a Certified Management Accountant (recognized by IMA, US) & a Finance Manager who is involved in the corporate field. I hold a Master's degree in Finance from Hult International Business School in San Francisco & a Bachelor of Science in Business Accounting from the Lebanese American University in Beirut.Contact details:Adel Hakimi+96170447997adelhakimilc@gmail.comhttps://www.instagram.com/adelhakimi
Jonathan Bengel joins #Clockedin with Jordan Edwards and teaches us about the importance of preparing your business by having an accountant. The world of tax is Jonathan's life! Growing up in extreme poverty Jonathan realized that money CAN bring happiness, and he is eager and passionate about sharing this to raise financial happiness for others.With a Bachelor's in Business Accounting and a Master's in Secondary Education, and as an IRS Enrolled Agent, Jonathan has mastered profits and taxes over the past 16 years. He has taken his firm of just 30,000 in revenue to now multi-six figures, working with elite consultants, digital marketers, and many self-employed business owners.To Learn more about Jonathan Bengel:Website: https://jonathanbengel.com/about-me/Jonathan's Group: https://jonathanbengel.com/workshop/business-financial-happiness/Jonathan's Book: https://jonathanbengel.com/abc-book/Jonathan's Tax meeting: https://jonathanbengel.com/discover/Hope you find value in this. If so please provide a 5-star and drop a review. Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/intro-call
Ruben Cruz, CPA, is the founder of Crulliance, LLC, a Profit First CPA firm dedicated to providing world-class accounting and tax solutions for Veterinarians and Small Business Owners. In his community, Ruben serves as a board member of the Tampa International Airport Police Department Guardians Foundation. His love for animals (and his wife being a Veterinarian!) has led him to specialize in helping Veterinarians & Practice Owners to manage cash flow, maximize profits and minimize taxes so they can focus on what they love most… caring for animals! Topics covered in this episode: How a husband and wife team that consists of a CPA and a Veterinarian are now thriving in their brick and mortar practice Challenges they have overcome in creating their practice The role of a CPA and bookkeeping in veterinary practice Challenges Ruben has seen with vets as business owners, and with their accounting/bookkeeping His top 3 tips to vets who want to start a practice of their own His top tip for bookkeeping and accounting with all small business owners Learn about his 4 main pillars of business and how “Profit First” written by Mike Michalowicz may benefit you in your practice Links & Resources: To learn more about Dr. Eve Harrison you can visit her website at https://www.dreveharrison.com/ To learn more about the House Call Vet Academy or to enroll in my online course visit https://www.dreveharrison.com/house-call-vet-academy To learn more about Ruben's services, visit his website at https://crulliancevet.com/ To find Ruben on Social Media head to https://ovou.me/rubencruz Music! In loving memory of Dr. Steve Weinberg 1959-2022 Intro & outro guitar music was written and performed by house call veterinarian Dr. Steve Weinberg. Thank you to our sponsors! Rockin' Pets, Rollin' Vets at https://www.rollinvets.com/ PriVet Pet Care at https://www.privetpetcare.com/ First Opinion Veterinary Ultrasound. To view their Ultrasound Course visit https://fovu.mykajabi.com/ultrasound-courses Recommended Books: "Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine" By Mike Michalowicz https://bookshop.org/a/869/9780735214149 "Clockwork" By Mike Michalowicz https://bookshop.org/a/869/9780525534013 "Pumpkin Plan" By Mike Michalowicz https://bookshop.org/a/869/9781591844884 "Get Different: Marketing That Can't Be Ignored!" By Mike Michalowicz https://bookshop.org/a/869/9780593330630 *Some of the links shared in these show notes may be affiliate links (ie: Book recommendations through Bookshop.org), meaning that I make a small commission when you use my link to make your purchase. There is no pressure to use my link, and there is no difference in price for you. If you do find a resource through my podcast, and elect to make a connection through any of the links shared above, it is much appreciated! THANK YOU for supporting my small business :) *Bookshop.org is an online bookstore that aims to financially support local & independent bookstores. The House Call Vet Cafe is very aligned with this mission of supporting local, independent, small, & micro-businesses. And so we have partnered as an affiliate.
Janita K. Jackson is a highly reputable and sought Financial and Business Consulting professional at Infinite Potential Financial Consulting, LLC with over 18+ years of experience within the Finance Industry. Throughout her career, she has been able to optimally support both large and small businesses in reaching new levels of success through her dedicated services revolved around empowerment, motivation, and in-depth information and has proven herself to be a spearheading strategist who exceeds expectations. To date, Janita has also had over a decade of experience in the criminal justice field, is a published Poet, and is a proud member of several honors societies. Overall, this diverse background and multi-angled viewpoint have positioned Janita to become the leading professional she is today. This, in conjunction with her unparalleled resilience, commitment, devotion, and passion for helping others succeed, is why her clients have been able to reach their fullest potential and make the best decisions that cultivate long-term future growth success. Tax Preparation, Tax Planning, and Bookkeeping, Our services can be booked at http://bit.ly/SchedulewithInfinitePotential our website is www.infinitepotentialfinancial.comMy Social Media Handles are Instagram: @thebusinessempressTwitter:@biznessempressTikTok: ThebusinessempressFacebook: Janita K. Jackson or Infinite Potential Financial Consulting The Cortez Hustle Show Book Of The Month is "Expert Secrets" by Russell Brunson Get Your Free Copy Here!Text the keyword "Mastermind" to 314-866-4053 to join our private group and get hundreds of dollars in free training & resources weekly. This mastermind is 100% FREE.Support Our Show Partner Bob CraneClick here for FREE Financial Resources: https://bit.ly/tchsbobOpen Arms Wellness - For all of your mental health needs. Take a quick survey to get matched up with the right counselor today: https://bit.ly/h2htherapistmatchOther helpful resources:Dominate Social Media And Build An Attractive, Powerful Profitable, Personal Brand https://personalbranding365.comDesign stunning graphics for your brand try Canva Pro here https://bit.ly/tomcanvaUse Content Study to schedule your social media post to be omnipresent on all platforms: https://tomcontentstudio+++3 TOOLS EVERY ENTREPRENEUR NEEDS TO GROW +++1. Digital Marketing Platform - Create your own websites, sales funnels, digital products, online communities, and more with the Digital Empire System. It's the Premier All-In-One Digital Marketing Platform. Start your 14 Day FREE trial of Go HighLevel by Clicking Here!2. Mentorship/Mastermind - Every entrepreneur should have a coach, mentor, or be part of a mastermind group. The Monetize My Life Academy is the premier Digital Marketing Mastermind for entrepreneurs looking to get more out of the internet and social media. If you're looking to grow your online presence this is the mastermind group for you. Click Here3. Financial Education - Ask any entrepreneur why they're building a business and I guarantee that "LEGACY" is in their top 3 answers. Having the right financial education is what makes building that legacy a reality. Our FinancialEdge membership is designed with unlimited access to professionals to help you Minimize Taxes, Improve Credit, Reduce Debt, And Grow Your Money For Retirement with Done-For-You Real Estate Investing and Other Strategies. Click Here==ABOUT THE CORTEZ HUSTLE SHOW==iTunes: Click HereStitcher: Click HereSpotify: Click HereGoogle Podcast: Click Here====================================================Email: hcortez@ThorntonOnlineMarketing.comWebsite https://thorntononlinemarketing.comhttps://www.facebook.com/Thornton-Online-Marketing-LLC-112571567996756/http://instagram.com/thorntononlinemarketinghttp://twitter.com/finhealthmentorDISCLAIMER: H Cortez aka Financial Health Mentor is NOT afinancial advisor/planner or CPA. The information shared on this channel is not financial advice but instead examples of actual experiences of H Cortez and the guests of the channel. Also, any mention/reference to income is NOT a guarantee but merely an example of potential income that could be made if one puts in the work required. Always see a certified professional assist you in your financial matters. Finally, the links recommended in most cases pay me a small commission if you were to click through and buy. That's one of the ways I finance the podcast.=====REFERENCES & ACKNOWLEDGEMENTS=====Article Reference: https://thrivehive.com/content-marketing-ideas-for-small-businesses/1 Minute Motivation YouTube CreditShow Some Love To The "iHustle Motivation" Channel: Click Here1 Minute Motivation Video: Click HereIntro Music for The Cortez Hustle Show Intro Courtesy of Anno Domini Beats#smallbusinessfinances #cortezhustle #janitajackson
Learning about money isn't fun, but necessary. In this episode we apply how it works with the equine industry, the basics of how to get started with an in depth conversation about all things horse, taxes, business and money. Special thanks to: Draw It Out… To purchase go to https://loneprairiephs.com
This Podcast features an interview with Olin and Scotty Sykes of Sykes and Company Accounting. We discussed the CVS announcement to close 900 stores over the next three years and the impact both positive and negative on the independent pharmacy segment. The need for an accurate inventory by using the pharmacy technology to initiate a perpetual inventory system. From there we got into the EDIL loans from the SBA and their importance. Finally we talked about the mistakes prospective owners make before buying their first store. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the podcast, I interview Jeri Ann Cook , owner and managing partner of Sunstone Bookkeeping, LLC. Listen in on our conversation on why accounting is more than just income and expenses, the bare minimum tracking you should be doing, and when you should be hiring on an accountant to help keep track of it all. Enjoy!Stay connected with Jeri Ann:www.sunstonebookkeeping.com⚓⚓Please LIKE and SUBSCRIBE for more episodes!Say HI on Social:Facebook: http://www.facebook.com/takethehelmvbsInstagram: http://www.instagram.com/takethehelmvbsJoin the Group:https://www.facebook.com/groups/strategictravelentrepreneurSupport the Channel:https://linktr.ee/takethehelmDirect EMAIL:takethehelmva@gmail.com
In this episode of the podcast, I interview Stephanie Cannon, fellow travel advisor and former Corporate Financial Analyst, amongst other titles. Listen in on our conversation about why you should know your business numbers, what numbers you should be paying attention to, bank accounts that are helpful, and so so much more. Enjoy!Stay connected with Stephanie:https://withstephaniecannon.com/⚓⚓Please LIKE and SUBSCRIBE for more episodes!Say HI on Social:Facebook: http://www.facebook.com/takethehelmvbsInstagram: http://www.instagram.com/takethehelmvbsSupport the Channel:https://linktr.ee/takethehelmDirect EMAIL:takethehelmva@gmail.com
Covering both the counties of Riverside and San Bernardino. As part of United Way and 211, she is committed to fighting for the education, financial stability and housing of every person in the Inland Southern California. She serves as a Board Member with the United Ways of California, member of the Greater Riverside Chamber Government Affairs Committee, Advisory Member of the California Baptist University Jabs School of Business, Chair of the Mergers & Combinations Committee with United Way Worldwide, and member of the United Way Worldwide Business Strategy Taskforce. She has also been a volunteer with Big Brothers Big Sisters of Orange County & Inland Empire, having mentored her little from 3rd grade to first-generation college student. Prior to joining United Way in early 2016, Lisa was the Executive Director of Philanthropy for Loma Linda University Health and Vice President of Development for two human service organizations in Southern California. She has a Bachelor of Science in Business / Accounting from the University of Arizona, a Master's degree from Claremont School of Theology, and completed postgraduate studies in Ethics at Claremont School of Theology. She attained the Certificate in Fund Raising Executive (CFRE) in 2015, and she is a member of the Association of Fundraising Professionals. She routinely speaks at conferences about philanthropy and ethics, faith and philanthropy, nonprofit financial management, and fundraising, and is a new adjunct professor with University of Redlands. In the last year, Lisa was awarded the 2020 Fundraiser of the Year for the Inland Empire (AFP), and 2020 Spirit of the Entrepreneur COVID Hero Award (CSUSB).Please tune in as Lisa and Joey discuss rent relief programs that benefit both tenants and landlords. Programs like UnitedLift in Riverside County and the Rent Relief Partnership in San Bernardino County. You can also find rent relief programs state wide at Housing Is KeyThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show
Scott sat down with CPA, Garrett Nyberg of Boroff & Nyberg LLP in studio to discuss all things taxes and accounting. Topics discussed include, Biden's proposed tax legislation, tax planning preparedness, and on-going best practices for both business and personal taxes. Connect with Scott on LinkedInConnect with Garrett on LinkedInFor more on The Optimized Advisor Podcast click here For more on Boroff & Nyberg click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
Today's Leading Lady is Celine Chan, Managing Director of Webhelp Asia (formerly Sellbytel). Celine joins us from Kuala Lumpur, talking us on her professional journey; starting as, what her father perceived to be a sales girl, to becoming MD of the Asian Business for Webhelp, a global Outsourcing Firm. Celine was appointed as the Managing Director of Asia Pacific for Webhelp since 2018. She is a graduate from RMIT Melbourne, Australia with a Bachelor of Business (Accounting). She started her working career as an accountant in one of the major accounting firms before moving into a start-up, a records management company, and growing it into a leading player in Malaysia. She was the CEO of one of the largest share registrar companies in Malaysia and CEO and Managing Director of TMF Trustees prior to joining the Webhelp APAC. Celine shares with us how her leadership style developed, she also speaks about mistakes she made and why, at the age of 26 years, becoming the MD of the firm she worked with was not really the best for her, nor for her team! She shares candidly how rising to the top too quickly was a mistake for her career. Right before joining Webhelp in 2018, Celine found out that she developed breast cancer. Thankfully, she found out early, and went though the treatments aggressively. After just 6 months of treatments, she was blessed to be in remission. Celine on LinkedIn: https://www.linkedin.com/in/celine-chan-496936/ Marianne on LinkedIn: https://www.linkedin.com/in/marianne-rutz-351b0a5/ My Podcast is produced by: https://www.unavoided.com
Are you making common business accounting mistakes or overlooking simple ways to save on taxes? In this episode of The Rialto Marketing Podcast, we are excited to have Jamie O'Kane of JE O'Kane, CPA with us today to dig into these topics and so much more. She's a wealth of knowledge on the subject and was kind enough to share with us.
Manuj Aggarwal and John North talk about the entrepreneurial journey and how to succeed in a dynamic environment. What are you waiting for? Tune in now!In this episode, we will learn about:Making the most of every situation and being resilientKnowing when to give upOwn your brand and your processHow to get your marketing message clear and understandableThe 5 Stages of a BusinessBootstrapping vs. Raising fundsAbout John NorthJohn North is a five-time #1 International Best-Selling Author, a versatile and experienced entrepreneur with a solid background in Accounting, Banking, Finance, Personal Development IT, Marketing and Business Management. John currently holds a number of titles, including CEO of Evolve Systems Group, Associate Diploma in Business (Accounting) and Fellow of the Institute of Public Accountants. John's passion is to help business owners become more strategic and smarter about their marketing efforts. He constantly pushes the envelope of what's possible in this modern era and is widely regarded among his peers as very innovative and highly creative in his approach. He is also Founder and CEO of Evolvepreneur.club an online learning platform designed to empower entrepreneurs, coaches, consultants, authors, and podcasters to be massively successful online.Social Media Handles:Linkedin: https://www.linkedin.com/in/johnnorth1085/Website: https://johnnorth.com.au/indexWebsite: https://evolveglobalpublishing.com/indexThank you for tuning in!Thanks so much for being with us.Have some feedback you'd like to share? Please leave a note in the comments section!Hope you enjoyed the episode.Kindly share it with your friends. See acast.com/privacy for privacy and opt-out information.Support the show (https://tetranoodle.com)
Jennie Schottmiller is a licensed marriage and family therapist (LMFT) and licensed Certified Public Accountant (CPA) in Pennsylvania. She operates a private practice in the suburbs of Philadelphia. In 2007, Jennie left the accounting world after personal events required focusing on health and family. She pursued helping couples and families and became a therapist in 2010. She opened her private practice in 2016 and came to realize that many of her peers in private practice struggled with accounting, tax, budgeting and cash management issues. Jennie now runs a thriving coaching business, Simple Profit. Simple Profit offers free resources as well as coaching and educational courses to support and empower small business owners." Through her business, Simple Profit, Jennie helps people who are busy helping others. She helps them so that they can help others. She realized that as a therapist, her peers were in their businesses to help others and the last thing they wanted to do was the accounting and bookkeeping. She identified a need and created the solution. The longer people put things off, the more stress there is around that task. Jennie's advice is to not put things off. Look at the numbers every month. As doing so will alleviate stress and allow for making better business decisions. Jennie shares her knowledge by summarizing the IRS information and presenting it in a way that people can understand without spending a ton of time on it. Her blog is a wealth of information and she has three Facebook groups that are opened to the public and tremendous resources. She also offers online courses that will educate students on how to do the taxes and necessary data recording on their own. A few tips and tricks Jennie recommends to make your book keeping quick and easy. Quickbooks – available as web-based program or for Mac and PC Excel Go Daddy Record revenue and expenses monthly so that you can easily track the data, catch errors, and plan accordingly. Make categories for profit and loss statement so that you can easily keep track. Lump like things together for easy tracking based on your business. The one mistake Jennie says she made when starting her business was not getting pictures taken for her brand. She was afraid of being in front of the camera but really regrets waiting so long. Having an online business she needed to have photos of herself so that people could get to know her. Having her professional photos made a huge difference in her website and how her business looked. Mentors were a huge help for creating her online programs. She's learned from others and from her mistakes. One thing that really made a difference for her was providing answers for free. She's a firm believer in just doing it! Learn what you need to learn and just act on it! Jennie's Book Recommendations The Four Agreements by Don Miguel Ruiz Nonviolent Communication by Marshall B. Rosenberg Learn more and connect with Jennie: Facebook Group Instagram: @mysimpleprofit Website: www.simpleprofit.com LinkedIN: Jennie Shottmiller To learn more about your host, Robyn Graham, click HERE. To learn about The Brand Insider by Robyn Graham, click HERE. To connect with me, Robyn Graham: Website | Instagram | LinkedIN | Facebook | Twitter | YouTube | Pinterest
Today we welcome Kylie Van Meter of Kylie Interiors – a full service design firm based out of Ventura County, California. Kylie is a recent design school graduate with a degree in Interior Design and Business Accounting. In this episode we talk about the reality of design school, the value of “on the job” work […]