Podcasts about FreshBooks

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Best podcasts about FreshBooks

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Latest podcast episodes about FreshBooks

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
305: Understanding Your Accounts Receivable Balance Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later May 21, 2025 12:14


Your accounts receivable balance is an important number to know throughout the course of your business.  It will help you when you are projecting how much cash you'll be receiving in the future, but if you don't have an accurate accounts receivable number to begin with, you could run into issues with your projections.  Your accounts receivable balance is also included on your balance sheet in the asset section.  When you get familiar with your accounts receivable report and understand how you should take care of items that are inaccurate, you'll definitely help ensure your financial reports are accurate.  In today's podcast episode, I'm covering how you can clean up your accounts receivable balances so that you can feel confident in the amount of money you'll be receiving from your customers.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; there are many instances where you may need to clean up your accounts receivable accounts, and when you stay on top of any adjustments that need to be made, it will make cleaning up your accounts receivable report easier for you.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Perfectly Imperfect Podcast with Kelly Lynn Adams | Personal Development | Confidence & Worthiness | Success | Mindset

According to Freshbooks women are still charging 28% less than men for the same work. On the other hand, the number of women-owned businesses generating $1M+ in revenue is steadily rising — up 43% over the past 5 years, according to American Express. We are diving into all of this as well as a few of the other statistics with 4 tips on how you can win even more in your business and how my clients are winning currently. One last statistic, the average annual revenue for women-owned businesses is around $142,900, while male-owned businesses average $474,900 according to SCORE 2023 some great statistics and clearly more work gets to be done....tune into this week's episode to hear more. For more information about upcoming events, offerings & services subscribe to the newsletter list at www.KellyLynnAdams.com Upcoming exclusive in-person events like the next The Brunch & Business Event, themed Summer Soiree is being announced soon!  The Regulated & Rare Roundtable will kick off on 5/27 more details to come around this will be shared on the newsletter. Applications to my 12 Month VIP Accelerator/Mastermind in The Inner Circle is now open for June & July as well as becoming a paid member of The Inner Circle Community. If you know you are ready to work with me exclusively & are a female founder, executive or investor you will want to check out The 30 Day Accelerator (1 spot remains for May) and The 12 Month Inner Circle VIP Accelerator; and if are not part of the exclusive Inner Circle paid community this is your sign to apply to become part of this movement.  Make sure you head to www.KellyLynnAdams.com for these details & more upcoming events & offers.  Make sure to subscribe to this podcast, leave a review and share with your friend, network and community.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
303: Recording A Refund Transaction In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later May 14, 2025 12:24


If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer's account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money.  Refunding a customer seems so simple, but many of my clients struggle with how to record the transactions in their bookkeeping system.  Most will issue a check for the balance they want to refund, but the confusion normally comes when they need to record the refund in QuickBooks.  You may be having the same issues if you are using another bookkeeping software system, but as long as you follow a few key steps, your refund will be recorded correctly.  In today's podcast episode, I'm diving into how you should be correctly recording how you refund your customers in QuickBooks so that their balance is not only correct but everything is linked correctly in your bookkeeping system as well.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, keeping your customers satisfied by refunding any amounts owed to them and recording it correctly in your bookkeeping software will help eliminate any clean up in the future and ensure your financial statements are accurate.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…    Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
301: Maintain Accurate Customer Balances In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later May 7, 2025 11:38


Making sure that your customers' balances are correct will not only ensure your financial statements are accurate, but you will have fewer inquiries from customers about their balances as well and less cleanup on your Accounts Receivable Aging Report down the road.  Over the next few weeks, I am going to help you gain a deeper understanding of your Accounts Receivable Aging Report as well as how you can make any adjustments so that your customer's balances are accurate, and we are going to start this week off with how to issue a customer a credit in QuickBooks.  In today's podcast episode, I'm covering what a credit memo is, when you need to issue one, and how you can properly apply a credit memo to an outstanding invoice.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, understanding when it is appropriate to issue your customers a credit memo and how to do it correctly will help ensure your customers are happy and your books are accurate.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
299: Make Sure Your Books Match Your Tax Return Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA Business Owner Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 30, 2025 11:45


Now that the tax deadline is behind us, unless you filed an extension, it's time for you to make sure that your books match your tax return.  Most of my listeners on this podcast do their own bookkeeping for their business, and this is one of the steps that business owners are normally a little hesitant or unsure about how to handle.  By being proactive and learning the right way to take care of this situation, you'll be able to rely on your financial statements and utilize them in future planning for your business.  In today's podcast episode, I'm digging into how you should be recording any adjusting journal entries that should be made in your bookkeeping software so that your books match your tax return.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; taking the initiative to ensure your books match your tax return is another way to Master Your Small Business Finances.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
Pine's Mission: Making Homeownership Affordable for All Canadians

The Startup CEO Show

Play Episode Listen Later Apr 28, 2025 51:43


In this insightful episode of the Startup CEO Show, host Mark MacLeod sits down with Justin Herlick, co-founder and CEO of Pine, a digital-first mortgage platform revolutionizing homeownership in Canada. Justin shares his journey from working on Wall Street to Silicon Valley, where he gained invaluable experience at fast-paced startups like Blend.He discusses how his time in San Francisco shaped his entrepreneurial mindset and inspired him to bring innovative fintech solutions back to Canada. Justin delves into Pine's mission to make homeownership more affordable and accessible, explaining how they're disrupting the traditional mortgage industry through technology and customer-centric approaches. He offers a fascinating look at the challenges of building a consumer-focused startup in Canada, including talent acquisition and fundraising hurdles.Justin's strategic insights on go-to-market strategies, building trust with customers, and creating a competitive edge in a bank-dominated market are invaluable for aspiring entrepreneurs. Don't miss this episode packed with lessons on intentional career building, startup growth, and transforming traditional industries through innovation. Tune in now to fuel your entrepreneurial journey!Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Sales vs. Marketing
Robert Croak - Silly Bandz Creator | What It Really Takes to Build an Empire

Sales vs. Marketing

Play Episode Listen Later Apr 26, 2025 98:18


➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryRobert Croak, the visionary entrepreneur behind the global phenomenon Silly Bandz, turned a simple idea into a cultural sensation that captured the hearts of millions. As the creator of one of the most iconic fads of the 2000s, Robert transformed colorful silicone shapes into a $100 million empire, redefining how trends spread among youth and pop culture. Today, he continues to innovate and inspire the next generation of entrepreneurs with his unmatched creativity, business acumen, and a proven track record of building brands that leave a lasting impact.➡️ Show Linkshttps://www.instagram.com/robertcroak/https://www.linkedin.com/in/robert-croak-3641a07/https://www.robertcroak.com/ ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Vanta - https://www.vanta.com/scott Federated Computer - https://www.federated.computer Cornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073 FreshBooks - https://www.freshbooks.com/pricing-offer/ Bank On Yourself - https://www.bankonyourself.com/scott Stash - https://get.stash.com/successstory NetSuite — https://netsuite.com/scottclary/ Indeed - https://indeed.com/clary➡️ Talking Points00:00 - Intro03:24 - Robert's Mission04:39 - Spotting BS in the Guru World08:19 - Robert's Journey to Success17:05 - Building a Business That Matters20:51 - Finding Passion in Unlikely Ideas27:31 - Sponsor Break31:27 - The Commitment Success Demands43:07 - How to Create a Global Phenomenon45:55 - A Painful Lesson Learned51:20 - Finding Your True North56:36 - Sponsor Break1:00:16 - When to Hold or Sell Your Business1:13:18 - Robert's Investing Advice1:15:36 - Smart Asset Allocation at Every Age1:17:31 - Make Your Money Work Harder1:24:47 - Setting Kids Up for Financial Success1:26:57 - The Most Underrated Wealth Strategy1:29:55 - How Robert Has Changed Over Time1:31:46 - Robert's Lowest Entrepreneurial Moment1:33:46 - Myths About Success and Entrepreneurship1:35:42 - One Big Bucket List Goal1:37:16 - The Lesson Robert Wants His Kids to KnowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Digitally Overwhelmed
How to build a referral system with Lauren Pawell (encore) / ep.318

Digitally Overwhelmed

Play Episode Listen Later Apr 25, 2025 33:17


When I met Lauren several years ago, I was impressed by her approach to connecting with other businesses that could refer work. I was wanting to bring her on to the podcast for awhile to talk about her referral system. During this interview we talk about: How she got started into referral marketing Results from her referral system Where to get referrals and starting to build that process Quality vs. quantity of contacts   Lauren's Links: https://www.bixamedia.com/ More about Lauren: Lauren Pawell, MBA, helps entrepreneurs generate, qualify and nurture more leads online. She works with business owners on high-impact marketing efforts, so they don't waste any time or money on tactics that won't drive real results. Case in point? That time she generated $262,822.58 in sales for a client using only 9 emails.    As an online marketing strategist, Lauren has been featured in Copyblogger, appeared as a guest expert for places like 90 Day Year Live, Freshbooks, and LeadPages, and has taught as guest faculty at the Laguna College of Art and Design.    An avid traveler and adventure seeker, Lauren loves to spend her time outside of Bixa hiking, camping and exploring new places around the globe with her husband and their two pups. Website Links: Full episode shownotes for this episode: https://digitalbloomiq.com/pod/how-to-build-a-referral-system   Get email updates on all podcast episodes (+ SEO tips, behind the scenes, and early bird offers) : here: https://digitalbloomiq.com/email   90 Day SEO Plan: Your Dream Clients Booking You Overnight! Free webinar training here: https://digitalbloomiq.com/90dayseoplan   More information about the podcast and Digital Bloom IQ: https://digitalbloomiq.com/podcast https://www.instagram.com/digitalbloomiq/ https://twitter.com/digitalbloomiq https://facebook.com/digitalbloomiq https://www.linkedin.com/in/cinthia-pacheco/ Voice Over, Mixing and Mastering Credits: L. Connor Voice - LConnorvoice@gmail.com Lconnorvoice.com   Music Credits:  Music: Kawaii! - Bad Snacks Support by RFM - NCM: https://bit.ly/3f1GFyN  

Success Leaves Clues with Robin Bailey and Al McDonald
Success Leaves Clues- Ep245: 'People, Purpose & AI' with guest Nora Beatty, VP of People Operations at Cohere

Success Leaves Clues with Robin Bailey and Al McDonald

Play Episode Listen Later Apr 24, 2025 32:24


How do you build strong teams while navigating rapid growth and the rise of AI?In this episode of Success Leaves Clues, Robin and Al sit down with Nora Beatty, VP of People Operations at Cohere, one of Canada's leading AI companies. Nora shares her inspiring career journey—from her early passion for PeopleOps (inspired by her mom) to leadership roles at Oracle, FreshBooks, and now at the forefront of innovation in AI.The conversation explores how AI is reshaping the workforce, the role of PeopleOps in a high-growth startup, and how companies can better support employees in balancing career and family life. Nora also highlights the importance of addressing generational dynamics and being intentional during times of transformation.Key takeaways:✨ AI as an Enabler – AI isn't here to replace employees; it's here to enhance creativity and capability.✨ Growth with Purpose – Rapid expansion requires strategic trade-offs and strong people leadership.✨ Supporting the Whole Employee – Balancing family, career, and mental well-being is a must for long-term success.✨ Generational Awareness – Understanding workplace dynamics across age groups improves collaboration and leadership.✨ Timing is Everything – Bringing in PeopleOps at the right moment can shape a company's future.This episode is a must-listen for leaders, founders, and PeopleOps professionals navigating the evolving intersection of tech, people, and purpose.

Sales vs. Marketing
David Eagleman - Brain Expert & Entrepreneur | The Science Behind Peak Mental Performance

Sales vs. Marketing

Play Episode Listen Later Apr 23, 2025 90:13


➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryDavid Eagleman is a neuroscientist, author, and science communicator known for his work on brain plasticity, time perception, and consciousness. He is an adjunct professor at Stanford University and the CEO of Neosensory, a company developing wearable devices to expand human sensory experiences. Eagleman is also the author of several bestselling books, including Incognito: The Secret Lives of the Brain and Livewired: The Inside Story of the Ever-Changing Brain. Through his research, writing, and public speaking, he bridges the gap between complex neuroscience and everyday understanding.➡️ Show Linkshttps://www.instagram.com/davideagleman/ https://x.com/davideagleman/ https://www.linkedin.com/in/davideagleman/ ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Vanta - https://www.vanta.com/scott Federated Computer - https://www.federated.computer Cornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073 FreshBooks - https://www.freshbooks.com/pricing-offer/ Bank On Yourself - https://www.bankonyourself.com/scott Stash - https://get.stash.com/successstory NetSuite — https://netsuite.com/scottclary/ Indeed - https://indeed.com/clary➡️ Talking Points00:00 - Intro03:24 - David's Most Fascinating Brain Discovery05:33 - The Biggest Brain Myth We Believed09:53 - How Fast Can the Brain Adapt?13:02 - Human vs Animal Brains: What's the Difference?16:12 - How the Brain Handles the Unknown22:11 - Sponsor Break24:59 - Is Beating Fear Like Learning a Skill?30:25 - Can We Prevent Alzheimer's?36:57 - Habits That Harm Your Brain42:26 - Why We Sabotage Our Future Selves45:01 - Sponsor Break48:41 - Tricks to Stay Loyal to Your Future Self53:26 - Motivation Is a Scam55:55 - Die Every Day to Reach Your Goals58:55 - What Negative Thoughts Do to Your Brain1:02:01 - David's Life-Changing Lesson1:03:15 - Gut Instinct vs. Bias1:05:37 - Why Time Feels Different for Everyone1:09:30 - Can We Trust Our Memories?1:17:05 - What Keeps David Up at Night1:28:54 - David's Life Advice to His KidsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
297: How To Achieve Any Goal Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 23, 2025 14:41


Success doesn't magically happen in business or even in your personal life.  It takes work and lots of self-discipline to achieve your goals.  Take a minute and think about the goals you've set in your business or personal life.  Do you know what it is going to take to achieve them?  Are you ready to be self-disciplined enough so that you can reach them?  Do you know what might get in your way?  In today's podcast episode, I cover what self-discipline is and how you can build your self-discipline muscle so that you can achieve anything you want in your business or your personal life.  It's all about having the ability to do things you know you should do even when you don't want to do them.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; practicing self-discipline will ultimately lead you to the success you have been wanting for so long, and it will give you the strength to overcome everything that could get in your way of achieving your dreams.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
Scaling to a Million Customers: Lessons from Propel Holdings

The Startup CEO Show

Play Episode Listen Later Apr 21, 2025 53:39


In this captivating episode of the Startup CEO Show, Mark MacLeod sits down with Clive Kinross, the CEO of Propel Holdings, a company that's revolutionizing lending for underserved consumers. Clive shares his remarkable journey from South African chartered accountant to successful entrepreneur, detailing the founding and growth of Propel Holdings. With over a million customers served and $2 billion in loan originations, Propel has become a game-changer in the financial industry. Clive discusses the company's innovative use of AI in credit assessment, allowing them to serve customers traditional banks often overlook. He emphasizes the importance of profitability, team loyalty, and maintaining a long-term perspective in business growth. Listeners will gain valuable insights into building a successful fintech company, navigating the challenges of going public, and maintaining a strong company culture through rapid growth.Clive's story is a masterclass in entrepreneurship, demonstrating how a background in accounting can be leveraged to create a thriving business. Don't miss this opportunity to learn from one of the most successful CEOs in the fintech space – tune in now!--------------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Sales vs. Marketing
Kyle Landry - President at Delavie Sciences | Revolutionary Skin Science from Nature

Sales vs. Marketing

Play Episode Listen Later Apr 20, 2025 132:15


➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryDr. Kyle Landry is the President and Co-Founder of Delavie Sciences, a skincare company dedicated to developing innovative, science-backed products. He earned his Master's and Ph.D. in Food Science from the University of Massachusetts Amherst. Dr. Landry conducted postdoctoral research on extremophiles—organisms that thrive in extreme environments—at Harvard Medical School under the mentorship of Dr. David Sinclair. Their collaboration led to a partnership with government space agencies to address challenges associated with long-duration space travel, resulting in the discovery of novel extremophiles, including Bacillus Lysate. This research inspired the founding of Delavie Sciences, aiming to tackle common skin concerns, particularly aging.➡️ Show Linkshttps://www.instagram.com/kylelandryphd/https://www.linkedin.com/in/kyle-landry-phd-44513a40/ https://www.delaviesciences.com/ ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Delavie Sciences - https://www.delaviesciences.com/ (Code: Success for 25% off on all products *not including bundles or the flex wand)Vanta - https://www.vanta.com/scott Federated Computer - https://www.federated.computer Cornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073 FreshBooks - https://www.freshbooks.com/pricing-offer/ Bank On Yourself - https://www.bankonyourself.com/scott Stash - https://get.stash.com/successstory NetSuite — https://netsuite.com/scottclary/ Indeed - https://indeed.com/clary➡️ Talking Points00:00 - Intro05:11 - Kyle's Journey & Origin Story10:28 - Alternate Career Paths13:00 - Solving Big Problems with Food Science16:32 - Shocking Food Realities20:53 - The Bean Sprout Breakthrough26:52 - Reinventing Sunscreen31:37 - A Scientist's Daily Routine35:11 - NASA-Level Bean Sprouts42:30 - Health & Fitness Hacks45:58 - Sponsor Break48:36 - Supplement Industry Secrets56:39 - Must-Have Skincare Ingredients59:52 - Hidden Dangers in Ingredients1:09:25 - Challenges in Launching New Research1:13:41 - Where to Invest Time & Energy1:15:54 - Sponsor Break1:18:06 - Advice for Ambitious Entrepreneurs1:26:36 - Kyle's Weakness as an Entrepreneur1:28:33 - Facing Imposter Syndrome1:31:06 - Balancing Work & Family2:00:00 - Breaking Out as an Artist2:08:28 - Kyle's Ultimate Life LessonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
295: How To Focus Without Motivation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 16, 2025 13:56


You are setting goals in your business or your personal life; you know what is going to move the needle, but you still find yourself procrastinating.  You are not focusing on the right tasks.  You are looking for the motivation or drive, and once you get the motivation, then you'll get started, but honestly, how long have you been waiting for this right time in your business or even in your personal life?  In today's podcast episode, I'm walking you through a series of questions to find out what one thing you are putting off in your business.  The one thing that you know will help you be successful.  We are going to dig into the reasons behind your actions, and by the end of this episode, you'll have a good understanding of what you need to do next.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; it's time for you to stop putting everything before what you really need to get done so that you can start seeing the success you want to achieve in your business and your personal life.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Sales vs. Marketing
Keion Henderson - Faith Leader & Visionary | How Life's Struggles Prepare You for Your Calling

Sales vs. Marketing

Play Episode Listen Later Apr 15, 2025 77:03


➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryKeion Henderson is a renowned American pastor, author, motivational speaker, and entrepreneur, best known as the Founder and Senior Pastor of The Lighthouse Church in Houston, Texas. Since its founding in 2009, the church has grown to serve over 15,000 members with a global online audience reaching hundreds of thousands each week. Henderson is the author of The Shift: Courageously Moving from Season to Season, a guide to navigating life's transitions, and has also been recognized for his work in music and humanitarian efforts. With a Master of Theology and years of experience in ministry, he continues to inspire audiences through his leadership, dynamic preaching, and commitment to empowering others. ➡️ Show Linkshttps://www.instagram.com/pastorkeion/https://www.x.com/pastorkeion/ https://www.youtube.com/@KeionHendersonTV ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Vanta - https://www.vanta.com/scott Federated Computer - https://www.federated.computer Cornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073 FreshBooks - https://www.freshbooks.com/pricing-offer/ Bank On Yourself - https://www.bankonyourself.com/scott Stash - https://get.stash.com/successstory NetSuite — https://netsuite.com/scottclary/ Indeed - https://indeed.com/clary➡️ Talking Points00:00 - Intro03:22 - Keion's Life-Changing Shift08:33 - Turning Pain Into Purpose11:36 - Is Religion a Crutch?14:04 - What a "Shift" Really Means17:11 - Why We Avoid Change21:07 - Sponsor Break23:54 - Confronting His Pastor-Father28:02 - You Can't Live in the Past32:06 - When Shifting Feels Too Hard36:18 - The Danger of Getting Stuck39:22 - Knowing When to Ask for Help42:37 - Ego vs. Faith in Today's World45:21 - Sponsor Break49:00 - Are We Losing Real Community?50:35 - What His Biggest Shift Revealed1:03:16 - Hard Lessons From Hard Shifts1:10:12 - Spotting Daily Shifts1:13:42 - Final Thoughts from ‘The Shift'See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Startup CEO Show
Transforming Personal Wellness: The Future of Health Tech

The Startup CEO Show

Play Episode Listen Later Apr 14, 2025 51:16


In this episode of the Startup CEO Show, host Mark MacLeod sits down with Sameer Dhar, co-founder and CEO of NiaHealth, to explore the intersection of entrepreneurship and personal health. Dhar shares his journey from diabetes researcher to investment banker to healthcare innovator, highlighting how his experiences shaped NiaHealth's mission to bring proactive, evidence-based healthcare to the masses. The conversation delves into the challenges of Canada's healthcare system and how NiaHealth is working to complement and alleviate pressure on public healthcare through personalized diagnostics and actionable insights. Dhar emphasizes the importance of empowering individuals with consumer-friendly health information, allowing them to take charge of their wellbeing in ways previously unavailable. The episode offers valuable insights for entrepreneurs on balancing the demands of building a company with maintaining personal health, drawing parallels between running a successful business and managing one's physical wellbeing.Tune in to discover how you can leverage the latest in health technology to enhance your performance and quality of life.--------------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Sales vs. Marketing
Michael S. Liebowitz - Serial Entrepreneur | How Taking Calculated Chances Built a Business Empire

Sales vs. Marketing

Play Episode Listen Later Apr 11, 2025 98:13


➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryMichael S. Liebowitz is a veteran entrepreneur and executive with over 25 years of experience across insurance, finance, and real estate. He is Chairman and CEO of Douglas Elliman Inc., one of the largest U.S. residential brokerages with over $30 billion in annual sales. Liebowitz has built, scaled, and exited multiple companies, including Harbor Group Consulting (acquired by NFP Corp.), Innova Risk Management (PE acquisition), and High Street Valuations (sold in 2020). He also led the turnaround of publicly traded Nocopi Technologies as CEO. In 2018, he founded M2A Family Office to oversee his investment portfolio and philanthropic initiatives.➡️ Show Linkshttps://www.instagram.com/michaelsliebowitz/https://www.linkedin.com/in/michael-s-liebowitz-84946b42/ ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Vanta - https://www.vanta.com/scott Federated Computer - https://www.federated.computer Cornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073 FreshBooks - https://www.freshbooks.com/pricing-offer/ Bank On Yourself - https://www.bankonyourself.com/scott Stash - https://get.stash.com/successstory NetSuite — https://netsuite.com/scottclary/ Indeed - https://indeed.com/clary➡️ Talking Points00:00 - Intro03:16 - Why Michael Joined Douglas Elliman07:36 - Michael's First Steps in Business12:33 - Keys to Entrepreneurial Success16:33 - Buying Back & Selling His Own Company31:43 - Sponsor34:29 - Biggest Lessons from the Journey38:04 - What Makes a Great Operator41:01 - Signs of a Winning Entrepreneur45:52 - Hiring the Right People48:49 - Ivy League vs Entrepreneur CEOs53:00 - Why the Board Chose Michael58:03 - What Keeps People at a Brokerage59:49 - Outdated Brokerage Mindsets1:02:22 - Why Some Brokerages Will Fail1:03:52 - Sponsor1:07:32 - How Brokerages Actually Grow1:15:02 - Tips for Real Estate Agents1:22:40 - Why Michael Stays Hands-On1:23:48 - Words for Shareholders1:30:53 - Final Advice1:32:29 - Habits Behind the Success1:37:26 - One Lesson for His KidsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sales vs. Marketing
Danny Morel - Transformation Guide | How Unresolved Trauma Creates Successful But Unhappy Entrepreneurs

Sales vs. Marketing

Play Episode Listen Later Apr 9, 2025 72:24


➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryDanny Morel is a transformational coach, entrepreneur, and speaker who helps individuals unlock personal and spiritual growth. After building a highly successful real estate brokerage with over $58 million in annual sales, he transitioned to focus on mindset, healing, and conscious leadership. He hosts The Higher Self podcast—ranked among the top spirituality podcasts—and leads Awaken Your Highest Self, a premier live event designed to help people break through emotional barriers and rediscover their purpose. Blending practical business experience with a deeply intuitive approach, Danny has empowered thousands worldwide to reclaim their inner strength and elevate their lives. ​➡️ Show Linkshttps://www.instagram.com/dannymorel/ https://youtube.com/@dannymorelyt/ https://www.linkedin.com/in/dannymorel/ ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Lingoda - https://try.lingoda.com/success_sprint (Code: scott25)Vanta - https://www.vanta.com/scott Federated Computer - https://www.federated.computer Cornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073 FreshBooks - https://www.freshbooks.com/pricing-offer/ Bank On Yourself - https://www.bankonyourself.com/scott Stash - https://get.stash.com/successstory NetSuite — https://netsuite.com/scottclary/ Indeed - https://indeed.com/clary➡️ Talking Points00:00 – Welcome & Intro03:19 – Danny's Turning Point10:29 – Starting the Healing Journey15:02 – Healing Begins with Facing Death20:35 – Sponsor Break23:21 – Why We're So Unhappy27:10 – What Healing Feels Like31:07 – Danny's Source of Wisdom36:10 – Merging Spirituality with Business45:39 – Sponsor Break49:19 – Healing & Your Relationships56:16 – Danny's Hardest Truth59:27 – Healing: Men vs. Women1:05:40 – Danny's Most Painful Lesson1:07:01 – The Dark Side of Ambition1:11:51 – Danny's Legacy LessonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
293: Tax Return Anxiety Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 9, 2025 13:41


The April 15th deadline is closing in on us quickly.  As a business owner, you have a lot of things you need to take care of, and filing your tax return is probably one of those things you put at the bottom of your list.  I get it, I understand how hard it can be, and I've talked to many business owners who dread filing their tax returns.  It is something that comes around every year, so you would think it would get easier, but every year the same feelings come up.  There are ways you can prepare for your taxes and avoid all those feelings you have.  Maybe for you, it is anxiety or dread.  For others, it may be confusion or overwhelm.  In today's podcast episode, I'm diving in and talking about a conversation I had last week with an entrepreneur that really surprised me.  I want to bring this situation up so that if you are feeling the same way this entrepreneur was feeling, I'm hoping I can help shift your perspective and help you make sure you are handling your business in the best way possible when it comes to the upcoming tax deadline.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, the tax deadline will be here before you know it, and I want to make sure to help you avoid any additional stress and find out how you can avoid those negative feelings when preparing for your tax return.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
Why Shopify is a magnet for founders with Glen Coates

The Startup CEO Show

Play Episode Listen Later Apr 7, 2025 48:56


In this episode of the Startup CEO Show, Mark MacLeod welcomes Glen Coates, former CEO of Handshake and current VP of Product for Core at Shopify. Glen takes listeners on a journey through his entrepreneurial experiences, from founding Handshake to his current role at Shopify.He shares candid insights about the challenges of building a B2B e-commerce platform, including the complexities of serving businesses with thin margins and intricate needs. Glen's transition to Shopify provides a unique perspective on what makes the company a magnet for talented founders. He offers fascinating glimpses into Shopify's culture of innovation, driven by CEO Tobi Lütke's relentless pursuit of cutting-edge technology.The conversation takes an exciting turn as Glen discusses the rapid advancements in AI and their potential impact on e-commerce. He shares intriguing examples of how Shopify is integrating AI into its platform, including a multilingual AI assistant that's revolutionizing customer support. The discussion also touches on the evolving landscape of AI and its implications for businesses of all sizes.Don't miss out on these invaluable insights - listen now and gain a competitive edge in the rapidly evolving world of e-commerce and technology.Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Sales vs. Marketing
Chris Dreyer - SEO Strategist | How Extreme Specialization Created an 8-Figure Growth Machine

Sales vs. Marketing

Play Episode Listen Later Apr 5, 2025 91:12


➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryChris Dreyer is the CEO and Founder of Rankings.io, an award-winning SEO agency specializing in helping elite personal injury law firms dominate Google's search results. Under his leadership, Rankings.io has earned a spot on the Inc. 5000 list for five consecutive years. Chris is also the host of the Personal Injury Mastermind podcast and the author of "Niching Up: The Narrower the Market, the Bigger the Prize." His expertise has been recognized through memberships in the Forbes Agency Council, Rolling Stone Culture Council, and Fast Company Executive Board. ​➡️ Show Linkshttps://www.instagram.com/chrisdreyerco/https://www.x.com/chrisdreyerco/ https://www.linkedin.com/in/chrisdreyerco/ ➡️ Bookshttps://www.amazon.com/Personal-Injury-Lawyer-Marketing-Good/dp/B0DF52JP9Khttps://www.amazon.com/Niching-Up-Narrower-Market-Bigger-ebook/dp/B0BGQNLJ6N ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Lingoda - https://try.lingoda.com/success_sprint (Code: scott25)Vanta - https://www.vanta.com/scott Federated Computer - https://www.federated.computer Cornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073 FreshBooks - https://www.freshbooks.com/pricing-offer/ Bank On Yourself - https://www.bankonyourself.com/scott Stash - https://get.stash.com/successstory NetSuite — https://netsuite.com/scottclary/ Indeed - https://indeed.com/clary➡️ Talking Points00:00 - Intro02:25 – Why You Should Niche Up04:12 – Niching Up vs. Niching Down05:23 – Chris's First Big Niche Win07:13 – Chris Dreyer's Backstory09:42 – Mindset: Us vs. Our Parents13:39 – Success Isn't Just About Money16:03 – What Sparked Chris's Drive20:20 – Chris's First Business Win27:19 – Sponsor Break30:06 – The Turning Point: Rankings.io32:22 – Traits That Fueled His Success35:35 – Healthy Obsession in Business38:22 – Entrepreneurs, Mental Health & Balance44:45 – Betting on Legal SEO48:28 – When the Bet Paid Off52:27 – How to Niche Up Smart53:35 – SEO: Then vs. Now58:33 – Sponsor Break1:01:11 – What Great SEO Content Looks Like1:06:14 – SEO in the AI Era1:12:46 – The Problem with AI-Generated Content1:14:23 – A Hard Lesson Learned1:21:46 – What Keeps Chris Up at Night1:24:45 – How Chris Pushes Through Tough Times1:26:50 – Final Thoughts1:30:31 – Advice for His KidsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sales vs. Marketing
Dr. Steven Gundry - Renowned Heart Surgeon | How Hidden Gut Triggers Are Sabotaging Your Health

Sales vs. Marketing

Play Episode Listen Later Apr 3, 2025 62:15


➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryDr. Steven Gundry is a globally recognized cardiologist, pioneering medical researcher, and multiple New York Times best-selling author with over 40 years of clinical experience. Once a leading heart surgeon who performed over 10,000 operations, Dr. Gundry redirected his career toward preventive medicine after witnessing the life-changing effects of nutrition on chronic illness. He founded the Center for Restorative Medicine in Palm Springs and Santa Barbara, where he has helped tens of thousands of patients improve their health through science-backed dietary interventions. As the author of acclaimed books like The Plant Paradox and The Longevity Paradox, translated into more than 30 languages, Dr. Gundry champions a holistic, gut-centric approach to health—aimed at reversing inflammation, boosting energy, and extending lifespan.➡️ Show Linkshttps://www.instagram.com/drstevengundry/https://www.youtube.com/c/DrGundry/ https://drgundry.com/ ➡️ Bookshttps://www.amazon.com/Gut-Brain-Paradox-Improve-Reverse-Microbiome/dp/0063433060 ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Lingoda - https://try.lingoda.com/success_sprint (Code: scott25)Vanta - https://www.vanta.com/scott Federated Computer - https://www.federated.computer Cornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073 FreshBooks - https://www.freshbooks.com/pricing-offer/ Bank On Yourself - https://www.bankonyourself.com/scott Stash - https://get.stash.com/successstory NetSuite — https://netsuite.com/scottclary/ Indeed - https://indeed.com/clary➡️ Talking Points00:00 - Intro05:12 - From Heart Surgery to Gut Health13:03 - The Gut-Brain Breakthrough18:15 - Sponsor Break20:54 - Why Gut Health Was Overlooked25:20 - Shattering Old Health Myths30:37 - Optimizing Your Microbiome36:08 - Grocery Store Gut Hacks39:04 - Sponsor Break41:16 - Bacteria: Your Health's Secret Weapon44:39 - Gundry's Toughest Discovery47:32 - Why Medicine Resists Change52:34 - Peak Cognitive Performance Blueprint57:00 - Key Insight from The Gut-Brain Paradox1:01:01 - Dr. Gundry's Final LessonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
291: Creating Habits To Remain Consistent Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 2, 2025 13:35


Have you ever started something and fizzled out after a few days? I often hear about this when people are starting a diet or a new exercise program, but it isn't only in our personal lives that we might find we are lacking in consistency. Creating habits so that you can remain consistent in whatever you are trying to accomplish will be the key to your success in your business or your personal life. Consistency will keep you on track, and over time, you will see the results no matter what it is that you are aiming to achieve. In today's podcast episode, I'm helping you build your consistency muscle and incorporating tips that will help you maintain your consistency. Many of my clients struggle with consistency, and often, they have self-doubt creep in, which makes it even harder to stick with their original plans to achieve their results. We work together to find balance in their lives and incorporate consistency without all the self-doubt. Are you ready to start being consistent in your business or your personal life so that you can see results like so many of my clients who are consistent are able to see? Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, finding the best action you can take and then taking consistent action on those tasks, will no doubt bring you the success and achievements you are seeking. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
From Bootstrapped to Public: Lightspeed's 20-Year Evolution

The Startup CEO Show

Play Episode Listen Later Mar 31, 2025 42:33


In this episode of the Startup CEO Show, host Mark MacLeod welcomes Dax Dasilva, the founder and CEO of Lightspeed Commerce, for a wide-ranging discussion on leadership, spirituality, and building a billion-dollar tech company. As Lightspeed celebrates its 20th anniversary, Dasilva reflects on the company's journey from a small team in Montreal's Gay Village to a global leader in commerce solutions. He shares how his personal growth, including his conversion to Judaism, has intertwined with Lightspeed's evolution, providing him with the spiritual foundation to navigate the challenges of scaling a tech company.Dasilva offers unique perspectives on creating an inclusive workplace culture, emphasizing the importance of allowing employees to bring their authentic selves to work. The conversation delves into Lightspeed's funding journey, from bootstrapping to venture capital to going public, with Dasilva providing valuable insights on each stage. He also discusses the company's acquisition strategy and the complexities of integrating multiple platforms. Dasilva opens up about his experiences with burnout and the importance of physical health in maintaining leadership stamina. The episode concludes with Dasilva explaining his decision to return as CEO and his vision for Lightspeed's future. This conversation is a goldmine of wisdom for entrepreneurs, offering a rare glimpse into the mind of a leader who has successfully balanced growth, innovation, and values over two decades.Tune in now to gain invaluable insights from one of Canada's most successful tech entrepreneurs.Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
289: When Do You Achieve Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 26, 2025 14:37


Have you ever wondered what success is and how you will know when you have reached it?  Understanding what success means to you is the only way you will ever know when you have reached success in your business or your personal life.  In today's podcast episode, I will help you define what achieving success in your business and your personal life will look like.  There isn't a simple answer when it comes to success.  You want to make sure you are thinking about different areas in your business and your personal life, and after today's podcast episode, you'll be able to know exactly when you've reached success.  It doesn't have to be complicated, but with a little planning, you'll be able to see the path you are on that's leading you to the success you have defined for yourself and your business.  My one-on-one clients go through this process, and together, we can pinpoint exactly how they define their success and know exactly when they have reached success in their business and personal lives.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, taking some time to define what success means to you, as well as creating a plan for you to reach that success will help you ensure you are able to celebrate your success instead of being on a path where you consistently desire achieving success but never seem to reach the success you so strongly desire to achieve.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Growth Untold
Faye Pang

Growth Untold

Play Episode Listen Later Mar 24, 2025 58:52


Today we're joined by the Chief Growth Officer at FreshBooks and an established leader in the tech industry. Her journey from working in fast-paced consumer goods to being a driving force behind Uber Eats' launch in Canada, and now helping shape FreshBooks' growth, is nothing short of inspiring. As the daughter of immigrant entrepreneurs, she brings a deep understanding of small business challenges and is passionate about supporting diverse voices in tech. Welcome, Faye Pang. Faye PangFreshBooksInstagramLinkedInTikTokYouTubeMena MassoudAlex Maryuen

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
287: How To Set Up A Loan In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 19, 2025 14:53


A common question I receive from clients is how they should be recording their loans in QuickBooks.  I often see clients set up their loans the wrong way.  They will sometimes appear on a report where they shouldn't be, which can throw off any tax planning the client is trying to do.  I know clients are trying their best and working hard to keep up with their bookkeeping, but every month when they record their loan payments, they know they are not doing it correctly, and it lowers their confidence when it comes to relying on their financial statements to make sound business decisions.  In today's podcast episode, I'm covering all the steps you should take when you have a loan in QuickBooks.  Once you have this process in place, it really makes recording your transactions easy, and you'll gain the confidence you need so that you can start relying on your financial statements again.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; most businesses will have a loan at some point in time, and knowing how you should be recording all the transactions involved with your loan will help you create accurate financial reports that you can use not only in your business but for filing your tax return as well.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
The CEO as Chief Marketer: Personal Branding in Tech

The Startup CEO Show

Play Episode Listen Later Mar 17, 2025 59:32


In this insightful episode of the Startup CEO Show, host Mark MacLeod sits down with Matt Turck, General Partner at FirstMark Capital, for a wide-ranging discussion on venture capital, AI, and the startup ecosystem.As the first VC guest on the show, Turck offers a unique perspective on board dynamics, content creation, and the evolution of the tech industry. He shares his experiences as an early AI investor and discusses the current state of enterprise AI adoption, highlighting the challenges and opportunities in the space. Turck emphasizes the importance of founder quality and market timing in startup success, drawing on his years of experience backing unicorn companies. The conversation also touches on the global nature of tech innovation, with Turck expressing bullish sentiments on European entrepreneurship and the spread of Silicon Valley's model worldwide. Tune in to hear Turck's thoughts on the future of SaaS, the AI revolution, and what it takes to build a successful startup in today's rapidly changing landscape.-------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

#AskPhillip
Setting up a Solid Business Financial System

#AskPhillip

Play Episode Listen Later Mar 14, 2025 11:17


Key Takeaways: A Good Accounting System Saves Money – Tracking your income and expenses properly helps you pay the right amount of taxes and avoid costly mistakes. The better your records, the more money you can save! Choose the Right Accounting Software – Many small businesses use QuickBooks, but there are other options like Xero and FreshBooks. The right software depends on your business size and needs. Use Separate Bank Accounts for Safety – Having different accounts for daily operations, payroll, and savings helps prevent fraud and keeps money organized. This also makes it easier to see where your money is going. Review Your Finances Regularly – Checking your books every month or every three months helps you avoid surprises at tax time and ensures everything is accurate. Work with a Professional Accountant – A Certified Public Accountant (CPA) or bookkeeper can help make sure transactions are recorded correctly. They also provide insights into your business's financial health and future growth. Chapters: Timestamp Summary 0:00 Introduction to Tax Season Tips 0:48 Importance of a Solid Accounting System 2:02 Choosing the Right Accounting Software 4:47 Organizing Bank Accounts for Small Business 6:44 Regular Bookkeeping and Review Importance   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
285: Receipt Management System Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 12, 2025 16:58


One of the most popular questions I receive throughout the year, and especially during tax season, is which receipts do I need to keep for my business, and the follow-up for this question is typically how I should keep these receipts.  Both are great questions, and in today's podcast episode, I go over which receipts you need to keep in your business as well as the best ways that my clients have found to keep these receipts so that they are able to find them easily.  When I'm working with my clients, the overall goal is to ensure that whatever option they decide to use when maintaining their receipts, it is easy for them to do, and they are able to find the receipts when they need them.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; knowing which receipts you need to keep for your business and how you are going to maintain a system for managing those receipts is pretty important if you want to be able to take the deductions for those expenses on your tax return.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
Building a Mission-Driven Brand: Lessons from Knix Founder

The Startup CEO Show

Play Episode Listen Later Mar 10, 2025 47:31


In this episode of the Startup CEO Show, Mark MacLeod sits down with Joanna Griffiths, the visionary founder and CEO of Knix, a revolutionary women's clothing brand. Joanna shares her remarkable journey of building Knix from its inception in 2013 to becoming a major player in the intimate apparel industry.She discusses how she identified a gap in the market for leak-proof underwear and turned it into a thriving business that has expanded into bras, activewear, and swimwear. Joanna provides fascinating insights into the challenges of being a female founder in a male-dominated industry, including her experiences pitching to investors who often struggled to understand her product. She also reveals how she navigated fundraising while pregnant with twins and closed a round just days before giving birth. Listeners will be inspired by Joanna's determination, innovative approach to product development, and commitment to creating a brand that truly serves women's needs.Don't miss this opportunity to learn from one of the most successful female founders in the direct-to-consumer space - tune in now!----------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
283: Breaking Out Of The Daily Grind Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 5, 2025 14:22


As a solopreneur or business owner, you know how hard you work each and every day.  When working day in and day out, you can easily fall into a regular grind and realize you aren't as happy as you used to be.  It's essential to include things in your day that bring you joy so that you don't develop burnout and so that you can continue to enjoy your business.  In today's podcast episode, I am diving into the top ways you can start or continue to bring joy into your business.  Owning a business can be demanding and stressful, but by incorporating a few things into your business day, you can continue to enjoy your business just like you did when you first decided you wanted to start your business.  It may take a little work, especially if you have created a business that you haven't been enjoying for a while, but I promise that by opening your mind and implementing at least one of the items I cover today, you'll see a little more joy in your business.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; it is important to continue to have joy and happiness in your business, so let's find out what you can start doing today to bring joy into your business.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
Startup Resilience: How Clutch Bounced Back from Near-Collapse

The Startup CEO Show

Play Episode Listen Later Mar 3, 2025 47:56


In this captivating episode of the Startup CEO Show, host Mark MacLeod sits down with Dan Park, co-founder and CEO of Clutch, to discuss the rollercoaster journey of building Canada's leading online used car marketplace. Park shares the highs and lows of Clutch's growth, from rapid expansion fueled by venture capital to a near-death experience that forced massive layoffs. He offers a candid look at how Clutch weathered the storm, pivoted to profitability, and emerged stronger on the other side.Park dives deep into Clutch's mission to disrupt the traditional used car buying experience in Canada by offering full transparency, reconditioning every vehicle, and allowing customers to complete the entire purchase online. He explains how Clutch's vertically integrated model and focus on customer experience sets it apart in an industry not known for trust or convenience. Listeners will gain valuable insights into building a venture-scale business in a mature market, balancing growth with unit economics, and staying motivated through extreme challenges.The conversation also explores key lessons Park brought from his time leading Uber Eats Canada, including the importance of operational focus and rapid iteration. His perspective on fundraising cycles, investor expectations, and navigating macro headwinds will resonate with many founders. Don't miss Park's inspiring story of turning setbacks into comebacks - tune in now to the Startup CEO Show.--------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
281: Software That Improves Productivity Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Feb 26, 2025 13:10


Technology can help you move your business forward, but when you are already pressed for time, and your budget doesn't allow for too many additional expenditures, you may not know where you should turn next.  There are many options when you start to look into technology, but knowing what the top performers are can help you narrow down your search for the perfect fit for your business.  In today's podcast episode, I am covering the top free tech tools that you can use in your business to increase your productivity.  Taking the time to invest in technology that will move your business forward and free up additional time in your calendar so that you can focus on other areas might be hard to do at first, but you need to look at the overall impact it will have on your business.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, having the right tech tools in your business to ensure your business is running smoothly is crucial for not only your business growth but to help prevent overwhelm and stress on yourself as a business owner.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
279: Starting Or Expanding Business Fears Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Feb 19, 2025 16:26


Whether you are thinking about starting a new business or you currently have a business, you may be experiencing excuses and fears that are holding you back from moving forward.  Starting a business or expanding your existing business can be scary.  There are many risks that you, as a business owner, take on, but no matter where you are in your business journey, you need to be aware of when you are using excuses and fear to hold you back.  In today's podcast episode, I talk about the most common excuses and fears that business owners have and how you can deal with them as they appear in your business.  When you are aware of the excuses and fears you have in your business, you can start taking action to move past them and watch your business succeed.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, moving past these excuses and fears will ultimately help you grow as a business owner which will, in turn, help your business grow and succeed as well.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
25 Lessons from 25 years in the Startup Journey

The Startup CEO Show

Play Episode Listen Later Feb 17, 2025 44:19


In this milestone 50th episode of The Startup CEO Show, host Mark MacLeod reflects on 25 key lessons from his 25 years in the startup world. Drawing from his extensive experience as a CFO, venture capitalist, and advisor, Mark shares invaluable insights on timing, market dynamics, fundraising, and leadership. He emphasizes how timing and luck play a crucial role in startup success, citing examples like Tungle's fortunate Series A raise just before the 2008 financial crisis. MacLeod also delves into the challenges of operating in hot markets, the potential of disrupting established industries, and the pitfalls of poor market selection. He shares candid thoughts on the venture capital industry, board dynamics, and the importance of founder self-awareness. Throughout the episode, Mark peppers in anecdotes from his work with successful companies like Shopify, providing listeners with a rich tapestry of startup wisdom.Tune in to gain insights that could shape your entrepreneurial journey and potentially save you from costly mistakes.----------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
277: What You Need To Know About Your Balance Sheet Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Feb 12, 2025 13:51


As a business owner, you've more than likely heard about how important it is to review your financial statements.  When most business owners think about their financial statements, they think about their income statement or their profit and loss report.  It's essential to keep an eye on this report, but what you may be missing is how critical it is to your business to keep an eye on your balance sheet as well.  Your balance sheet and your income statement go hand in hand.  In today's podcast episode, I'm diving into the balance sheet so that you can understand what it tells you about your business and why it is so important to make sure that your balance sheet is accurate before having your tax return prepared.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, taking the time to understand how to read and interpret your balance sheet will help you make smart business decisions and build your confidence along the way.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
Beyond Profit: Building Soulful Corporations in Tech with Shrad Rao

The Startup CEO Show

Play Episode Listen Later Feb 10, 2025 43:42


The Startup CEO Show takes a deep dive into the world of conscious entrepreneurship in this enlightening episode featuring Shrad Rao, the visionary former CEO of Wagepoint. Host Mark MacLeod guides listeners through a fascinating discussion that bridges Eastern spirituality with Western business acumen. Rao, fresh from stepping down after over a decade at the helm of Wagepoint, shares his journey of building a successful tech company while maintaining a strong spiritual foundation.The episode explores the emotional landscape of transitioning out of a long-held CEO position, with Rao candidly discussing the mix of exhilaration and grief he experienced. He reveals his unique approach to leadership, emphasizing the importance of caring deeply for employees and creating a culture of experimentation and growth. Rao's insights into conducting personal "culture calls" with potential hires and his philosophy on parting ways with employees compassionately offer valuable lessons for leaders at all levels.MacLeod and Rao delve into the power of intuition in business decision-making, discussing how to balance analytical thinking with gut instincts. The conversation takes an introspective turn as both share their experiences with Eastern spiritual practices and how these inform their leadership styles. Rao's perspective on the intersection of creativity and technology, inspired by figures like Steve Jobs and Warren Buffett, provides a fresh take on innovation in the tech industry.This episode is a must-listen for entrepreneurs and leaders seeking to infuse their business practices with mindfulness and compassion while driving success.----------------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
275: Recording Questionable Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Feb 5, 2025 13:32


When you are doing the bookkeeping for your business, or maybe you are doing bookkeeping for multiple clients, the one thing you don't want to hold you back from moving forward is having a transaction that you are unsure about how to record.  If you are like most people, you'll let this one transaction derail you and keep you stuck, especially if you are looking for a reason to stop doing your bookkeeping.  I get it. I know I love doing bookkeeping, but it isn't everyone's favorite.  What if I told you there is a simple way that you can record these questionable transactions and keep moving forward with recording the rest of your bookkeeping transactions?  It will even allow you to reconcile your accounts.  In today's podcast episode, I'm revealing an account that you have available to you in QuickBooks Desktop and QuickBooks Online, or you could even utilize this strategy in any accounting software you might be using.  You can even use it if you are doing your bookkeeping manually.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; make sure that you are aware of this simple hack you can utilize in your bookkeeping system to help make bookkeeping more manageable and keep you moving forward.  That's right; after this podcast episode, you have no excuse to say you are stuck any longer.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Startup CEO Show
From Clinic to 600 Employees: Jane App's Entrepreneurial Journey

The Startup CEO Show

Play Episode Listen Later Feb 3, 2025 49:47


In this episode of the Startup CEO Show, Mark MacLeod engages in a deep and insightful conversation with Alison Taylor, co-founder and co-CEO of Jane App, a leading practice management and scheduling platform for healthcare clinics. Alison shares the remarkable journey of building Jane from a solution for her own healthcare practice to a thriving company with 600 employees and a global user base. Alison's unique perspective on growth, prioritizing customer and team satisfaction over rapid expansion at all costs, provides a refreshing alternative to the typical startup narrative.The conversation delves into the intricacies of maintaining a successful co-founder relationship, with Alison and her partner Trevor sharing the CEO role. She emphasizes the importance of values alignment and having a shared vision for the company's future. Alison also provides valuable insights into the advantages and challenges of building a tech company in Canada, advocating for the strength of the Canadian startup ecosystem and the importance of contributing to its growth.One of the most compelling aspects of the conversation is Alison's candid discussion of balancing the demands of running a fast-growing company with personal life. As a solo parent to three teenagers, she offers a unique perspective on the challenges faced by working parents, particularly women, in leadership roles. Alison provides thought-provoking insights into gender roles in the workplace and at home, emphasizing the need for true equality in both spheres.Don't miss this opportunity to learn from one of Canada's most successful tech entrepreneurs - tune in to the Startup CEO Show with Mark McLeod and gain invaluable insights that could shape your own entrepreneurial journey.-------------------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
273: Unsure About Something In Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Jan 29, 2025 15:53


Have you ever felt uncertain about something in your business or personal life?  Self-doubt can creep up when you least expect it and can hold you back from achieving what you truly want in both your business and your personal life.  Knowing what leads to self-doubt and how you can overcome it can significantly impact the actions you take in your business.  Think about how you feel when you enter a room or a meeting.  Are you normally confident, or do you show signs of self-doubt?  In today's podcast episode, I cover what leads to self-doubt and how you can overcome it in your business or personal life.  When you are able to overcome self-doubt and build self-confidence, you'll find yourself setting more goals, taking more risks, taking more action, and overall achieving more.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; I want you to start generating the ability to trust yourself and strengthen your own opinion of yourself so that you know you are capable, competent, worthy and strong.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…  Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
271: Ready To Get To The Next Level Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Jan 22, 2025 14:45


When you have a business, you need to make sure that you have a clear direction, you are reaching your potential, you are focused on what is important, you are accountable, confident, and you have a winning mindset.  If you are like most business owners, you want to fast-track your success and growth while avoiding mistakes.  You want to reach for the next level in not only your business but your personal life as well.  You want to experience change, be inspired, and enjoy a better quality of life.  In today's podcast episode, I am diving into the one thing that your business may be missing.  The one thing that could help you achieve all of your goals in your business.  The one thing that could change not only your business but your personal life as well, and I'm going to help you make sure you have this one thing in place so that you can reach the potential you have in your business and personal life as well.   Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; listen in and see how you can change your life, how you can start to take action so that you can show up in your business and your life the way you want to.  It's time to level up.  You deserve this, and you are in charge of making these changes in your life.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
269: Entrepreneur Tips For Business And Side Hustles Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Jan 15, 2025 13:38


Making the switch from an employee to an entrepreneur requires many changes, not only with your new responsibilities but your mindset as well.  You'll have lots of new thoughts and fears, but overall, employees who want to be entrepreneurs seek the advantages of providing products and services they are passionate about while reaping the benefits of being self-directed with their own business.  In today's podcast episode, I cover some of the most critical steps to take when going from an employee to an entrepreneur.  You'll need to think differently as an entrepreneur.  Most entrepreneurs will always feel some sort of fear, but when you make the decision to get started with your business or side hustle, you'll see why there are so many people starting their own businesses.  It's a freedom that you'll only be able to experience when you take the leap.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; if you are ready to make the shift from employee to entrepreneur, take the steps I talk about in this episode and stop thinking and start doing.  Make a decision and do it now.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
267: Another Way To Look At Sales In January Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Jan 8, 2025 14:05


With the start of the new year, do you feel discouraged when you look at your sales figures for the year?  I understand how easily this can happen when you consistently think you are starting the year out with zero sales and you have a huge mountain to climb to get your sales to where you want them to be.   In today's podcast episode, I'm letting you in on a little secret to avoid that discouragement altogether.  It's a new way to think about your sales.  It will create a positive mindset that will have you bringing in additional sales before you know it.  My goal with this podcast episode is to help you feel more at ease with your sales figures when starting out the year and help you be more productive while moving forward this year.  After all, if you are like most business owners, your goal is to continuously increase your sales numbers, inspire more customers with the products and services you provide, and fulfill your goals.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; I want you to incorporate this simple yet resourceful way to think about and monitor your sales not only at the beginning of the year but throughout the year as well.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
265: Starting The New Year Focused On Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Business Owner

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Jan 1, 2025 14:28


Choosing your word of the year…many people do this for themselves personally, and it works.  It keeps them focused throughout the year, but choosing a word of the year for your business…does that even make sense?  Oh ya, it is important.  In today's podcast episode, I'm going to walk you through how you can choose your business's word of the year and how you can use it to impact the success of your business this year.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; it's important to start the year focused on the success you're aiming for this year.    These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Learn about the Under Pressure:  Stress Management And Resilience Program here: https://www.financialadventure.com/stress Schedule a Complimentary Clarity Session.  Find out where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
263: A Side Hustle For Working Past Retirement Age Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Dec 25, 2024 19:07


When you think about a side hustle, do you think about young entrepreneurs with lots of energy who are able to work eight hours at a day job and another eight hours on their side hustle?  While this may be true, more side hustles are created by entrepreneurs between the ages of 45 and 65.  Does this surprise you?  More and more people entering their retirement age are starting their side hustles before retiring from their jobs, and there are many people already in their retirement who are starting side hustles.  In today's podcast episode, I'm diving into what are the most significant drivers for people retiring with a side hustle, as well as the top side hustles for people entering retirement age.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; side hustles are a lucrative option and a nice addition to your retirement.  If you've been thinking about what your second act for your career, or your retirement side hustle, you don't want to miss this episode.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Learn about the Under Pressure:  Stress Management And Resilience Program here: https://www.financialadventure.com/stress Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Traction
7 Proven Practices for Becoming a High Performing CEO with Mark MacLeod, Startup CEO Coach

Traction

Play Episode Listen Later Dec 18, 2024 57:38


The biggest outcomes tend to be founder-led, and building anything great is a long and hard journey. In this episode, Mark MacLeod,, Startup CEO Coach and host of the Startup CEO Podcast, shares his framework for generating long term sustainable results without burning out and without sacrificing company performance.Mark has spent over two decades helping high-growth technology companies achieve their potential. As a former CFO for industry leaders like Shopify and FreshBooks, a venture capitalist, and the founder of an investment bank, Mark has navigated everything from failures to driving hundreds of millions in financing and exits. Mark balances his professional achievements with his passions as a yoga instructor, CrossFit enthusiast, and electronic music producer.Specifically, Mark discusses:- How founders can align personal and professional goals for sustained success.- The seven personal practices that foster peak performance for startup CEOs.- Why founders must reinvent themselves to match their company's growth.- The importance of building intentional boundaries to balance work and life.- How to leverage senior leadership to amplify organizational impact.- Why connecting with peers and advisors is crucial for overcoming isolation.- The role of fun and personal passions in reducing stress and enhancing creativity.- Strategies for maintaining mental and physical health in high-growth environments.Resources Mentioned:​​Mark MacLeod | Website -https://markmacleod.me/Mark MacLeod | LinkedIn -https://www.linkedin.com/in/themarkmacleod/Ikigai Explained -https://en.wikipedia.org/wiki/Ikigai“Why We Sleep” by Matthew Walker -https://www.amazon.com/Why-We-Sleep-Unlocking-Dreams/dp/1501144324Five Minute Journal -https://www.intelligentchange.com/products/the-five-minute-journalThis episode is brought to you by:Leverage community-led growth to skyrocket your business. From Grassroots to Greatness by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.comEach year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AILaunch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.caContent Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com#startupleadership #founderjourney #ceoinsights #product #marketing #innovation #startup #generativeai #AI

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
261: Year End QuickBooks And Tax Strategies Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Business Owner

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Dec 18, 2024 19:59


If you have a business or do bookkeeping for business owners, you know now is the time you need to wrap up your year-end financial statements.  If you've heard the phrase closing the books, this is exactly what it means.  You simply make sure you have all your money coming in and money going out of your business recorded and reconciled so that your financial statements reflect accurate data.  You will use this data to prepare your tax return, so it is extremely important that you do this correctly.  In today's podcast episode, you'll learn the top tasks you need to do to close out your books whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document.  Many of the processes are the same regardless of which system you use to do your bookkeeping.  Having your financial statements and your bookkeeping ready so that you can have your tax return prepared on time with little to no stress is the ultimate goal here.  Whether you are just getting started with your business, you are a self-employed individual, a solopreneur, an entrepreneur, a small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, I want you to make sure you are prepared to file your taxes on time feeling confident that you have accurate data.  If you've ever wondered what you need to do to finalize your end-of-the-year bookkeeping and financial statements, listen in as I walk you through the steps you need to take today…  Learn about the Under Pressure:  Stress Management And Resilience Program here: https://www.financialadventure.com/stress Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
259: Believing In Yourself And Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Dec 11, 2024 17:06


There is a lot of talk about belief this time of the year, but I feel like belief is such a vital part of having a side hustle or being a solopreneur.  You've heard me say dream big, follow your heart, and love what you do before, and we are going to talk about how belief is such an essential aspect of not only dreaming big but also reaching your goals, creating the business you desire and getting to the next level.  It's about pushing past the results you are currently achieving and reaching for something even greater in your business.  In today's podcast episode, we are going to dig deeper into the belief you have for not only yourself but for your business as well.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, the belief you have in yourself and what you and your business can do is key to moving your success past your current level and on to a higher level of success.  What do you believe you can do with your business this year? These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Learn about the Under Pressure:  Stress Management And Resilience Program here: https://www.financialadventure.com/stress Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
257: Are You Aiming Too Low With Your Goals Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Dec 4, 2024 20:18


The great danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low, and achieving our mark.  I love this quote from Michelangelo.  It really puts into perspective how important it is to not only set goals but to make sure that you are setting goals that make you reach a little further than you'd normally reach so that you can achieve those goals and have an amazing experience all along the journey to get there.  When you set goals, you are creating a roadmap for a purpose-driven life, so when you set goals for your business, you are creating each and every milestone you need to take to make the vision for your business a reality.  In today's podcast episode, I'm taking you step by step through the process of how to create goals for your business, all the way through the best ways to track and review your goals.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, being passionate about what you do and having goals gives you something to shoot for in your business so that you not only have an ordinarily successful business, you are able to create an extraordinary business in which you know you are reaching beyond the normal levels that you can be proud of. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Learn about the Under Pressure:  Stress Management And Resilience Program here: https://www.financialadventure.com/stress Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.