Podcasts about FreshBooks

In this insightful episode of the Startup CEO Show, host Mark MacLeod sits down with Darrell Heaps, co-founder and CEO of Q4 Inc., to explore the fascinating 18-year journey of building a successful investor relations platform. Heaps shares his experiences navigating different stages of growth, from bootstrapping to venture funding, going public, and ultimately becoming private equity-backed. He offers valuable advice on avoiding burnout as a long-term CEO, emphasizing the importance of setting challenging goals and constantly evolving. Heaps discusses how he's grown as a leader, including learning to delegate effectively and leverage diverse personality types on his executive team. He provides an inside look at the realities of taking a company public, including the challenges of managing stock price fluctuations and balancing investor relations with day-to-day operations. For founders considering an IPO, Heaps offers candid insights on the pros and cons, as well as key considerations around timing and scale. Tune in to gain wisdom from Heaps' nearly two decades of experience leading Q4 through multiple phases of growth and funding.-------------------------------------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/Contact Mark: https://markmacleod.me/

In this episode of the Startup CEO Show, host Mark MacLeod sits down with Casey Woo, founder of Operators Guild and Fog Ventures, to explore the evolving landscape of executive roles in the tech industry. Woo, a former military officer and six-time CFO, shares his unique perspective on how AI is reshaping the business world and creating new opportunities for multidisciplinary leaders he calls "scalers."The conversation delves into the changing nature of the CFO role, with Woo arguing that modern CFOs are becoming "mini CEOs" who need to be strategic partners rather than just number crunchers. He discusses how AI is making specialists vulnerable while elevating the importance of generalists who can synthesize information across disciplines. Woo introduces the concept of "scalers" - versatile executives who don't code or sell, but excel at solving complex business problems and leveraging AI for insights.Listeners will gain valuable insights into the future of executive leadership, the impact of AI on various roles, and the growing importance of business intelligence. Woo also shares details about Operators Guild, a community he founded for non-technical executives in tech startups. Tune in to learn how you can position yourself for success in this 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/Contact Mark: https://markmacleod.me/

Whether summer is a peak time for your business or if it tends to get a bit slower for you, if you're like many business owners, you want to make sure you get to enjoy all that summer has to offer.  Being proactive and purposeful with your time this summer will help to ensure you are able to not only reach the goals you want to accomplish for your business this summer but you'll be able to take time to enjoy your family and friends as well.  In today's podcast episode, I walk you through some of the best practices to help ensure your summer is filled with everything you want to experience.  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; when you are proactive with how you manage your time this summer, you can maintain the work-life balance you're striving for.  The summer will be gone before you know it, but if you follow these tips to get the most out of the time you have, you'll be able to be proud of your summer accomplishments and create many lasting memories.  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.

In this captivating episode of the Startup CEO Show, host Mark MacLeod sits down with Rand Fishkin, co-founder and CEO of SparkToro, for a candid conversation about entrepreneurship, venture capital, and building successful businesses. Rand, best known for founding Moz and his influential role in the SEO industry, shares invaluable insights from his journey as a founder and thought leader.The discussion delves into the pros and cons of building a personal brand as a CEO, with Rand reflecting on how his own high profile impacted Moz both positively and negatively. He offers a refreshing perspective on the venture capital world, discussing why he now advocates for alternative funding models that prioritize sustainable growth over hypergrowth. Rand also provides a fascinating look at his current ventures, including SparkToro and Snackbar Studio, explaining how he's applying lessons learned from Moz to build more balanced, founder-friendly companies.This episode is a must-listen for entrepreneurs, marketers, and anyone interested in the realities of building and scaling startups in today's competitive landscape. Tune in to gain actionable advice from one of tech's most respected voices and learn why sometimes the path less traveled leads to greater success and fulfillment.-------------------------------------------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/Contact Mark: https://markmacleod.me/

In this insightful episode of the Startup CEO Show, host Mark MacLeod sits down with Eli Portnoy, a serial entrepreneur with two successful exits under his belt. Portnoy shares his journey from his first venture to his current role as co-founder and CEO of BackEngine, offering a masterclass in navigating acquisitions and building thriving startups. The conversation delves into the psychological aspects of selling a company, the importance of building relationships with potential acquirers, and the challenges of transitioning from founder to employee post-acquisition. Portnoy's candid reflections on his experiences provide valuable lessons for aspiring entrepreneurs, emphasizing the rarity of acquisition opportunities and the need to carefully consider one's motivations when faced with an offer. The episode also explores Portnoy's current venture, Back Engine, which leverages AI to help companies maintain a strong connection with their customers as they scale. Listeners will gain actionable insights on fundraising, exits, and the evolving landscape of startup leadership in the age of AI. Tune in to learn from Portnoy's successes and challenges, and discover how to build a company with long-term vision while remaining open to transformative opportunities.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/Contact Mark: https://markmacleod.me/

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.

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.

In this captivating episode of the Startup CEO Show, host Mark MacLeod sits down with Josh Pantony, co-founder and CEO of Boosted AI, to explore the cutting-edge world of artificial intelligence in finance. Josh, a veteran in the AI space, shares his journey from co-founding Maluva, an early competitor to Siri, to his current role revolutionizing Wall Street with AI-powered tools.The conversation delves into the technological breakthroughs that have made modern AI possible, including unsupervised training and attention networks, and how these advancements are reshaping the financial industry. Josh provides fascinating insights into the future of SaaS, predicting that AI will soon be able to auto-generate user interfaces and drastically reduce the cost of software development.He envisions Boosted AI becoming an integral part of every professional investment manager's workflow, ultimately accelerating wealth creation for society as a whole. Tune in to gain valuable insights from one of AI's pioneering minds and learn how these innovations may impact your own career and investments.----------------------------------------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/Contact Mark: https://markmacleod.me/

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.

In this episode of the Startup CEO Show, Mark MacLeod sits down with Craig Letton, founder and CEO of alcohol marketing platform hyble, for a raw and honest discussion about entrepreneurship, burnout, and building a successful global business. Craig shares the remarkable story of how he took over his parents' small print shop in Scotland and transformed it into a high-growth tech company serving major alcohol brands worldwide. He opens up about the immense challenges he faced along the way, including bootstrapping the business, navigating the pandemic, and executing a massive U.S. expansion that pushed him to the brink of burnout.Craig provides a candid look at the toll this took on his mental and physical health, and shares the strategies that helped him persevere and ultimately thrive. From tapping into his competitive athlete mindset to carving out time for self-care, his insights offer valuable lessons for any founder going through difficult times. The episode also explores Craig's approach to building an award-winning company culture based on authenticity, humility and continuous learning. Don't miss this must-listen conversation on navigating the 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/Contact Mark: https://markmacleod.me/

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.

In this episode of the Startup CEO Show, Mark MacLeod sits down with Bryn Jones, co-founder and CEO of PartnerStack, to explore the world of B2B partnerships and scaling a successful SaaS company. As PartnerStack approaches its 10-year anniversary, Bryn shares valuable lessons from his journey as a competitive swimmer turned entrepreneur. He discusses how the discipline and resilience he developed as an athlete translated into building a thriving business. Bryn provides a candid look at the challenges of creating a new category in the partnership space, including navigating relationships with analysts and adapting to market volatility.The conversation delves deep into the intricacies of successful B2B partnerships, with Bryn emphasizing the importance of putting partners first and building relationships based on mutual value. He shares insights on identifying ideal partner profiles, setting up effective incentives, and the role of enablement in driving partnership success. Bryn also touches on the potential impact of AI in streamlining and optimizing partnership processes. The episode offers a wealth of practical advice for startups looking to leverage partnerships for growth, including the pros and cons of selling to early-stage companies.Perhaps most compellingly, Bryn opens up about the challenges of managing rapid growth and the importance of addressing underlying issues rather than simply chasing numbers. He reflects on the personal and professional lessons learned during PartnerStack's journey, including the value of trusting one's instincts as a leader. Tune in to gain a deeper understanding of how partnerships can drive business growth and the key factors that contribute to long-term success in the SaaS world.---------------------------------------------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/Contact Mark: https://markmacleod.me/

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.

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/

➡️ 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.

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  

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.

➡️ 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.

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.

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/

➡️ 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.

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.

➡️ 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.

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/

➡️ 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.

➡️ 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.

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.

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/

➡️ 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.

➡️ 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.

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.

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/

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.

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

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.

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/

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.

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.

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/

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.

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/

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.

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.

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.

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.

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.

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.

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.

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.

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.