Podcast appearances and mentions of glenn harper

If you're looking to scale your business, reinvent your career, or just hear a story that's as heartfelt as it is instructive, you won't want to miss this candid conversation.Hosts Glenn Harper and Julie Smith sit down with the dynamic Marc L. Daniels—also known as the Billion Dollar Coach. From his entrepreneurial beginnings in New Jersey to orchestrating multi-million dollar exits and even running an alpaca farm on Martha's Vineyard, Marc L. Daniels shares a wild ride packed with sharp business insights and personal transformation.This episode goes into Marc L. Daniels's unexpected pivots: rescuing a Radio Shack dealership from the brink, revolutionizing startups, and leading companies through explosive growth—all while staying grounded with stories of family, resilience, and a healthy dose of humor.Along the way, he opens up about the life-changing events that shaped his fearless approach, the strategies behind his success, and why having a plan is non-negotiable for any entrepreneur.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Moments07:34 "Winning Scholarship and Career Path"11:24 "West Milford's Economic Decline"19:17 "Visionary Paper Route Deal"26:54 "First Business Pivot Success"28:48 "Whiteboard Dashboard for Metrics"36:52 "Board Management Tech Amid Crisis"43:48 "Weaknesses and Unpredictable Threats"46:11 "Finding Profitable Industry Trends"52:53 AI: Business Tool, Not Trend55:53 "Meetings Matter for Project Success"01:00:59 Accountants: Helping is Core ValueRunning a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Here are three key takeaways:Embrace the Pivot: Marc's story is proof that changing directions—whether it's switching industries or business models—can be your biggest opportunity. He spotted industry trends early and wasn't afraid to pivot, from computers to consulting to farming, and then back to business again.Strategic Planning Wins: Marc emphasized that “hope is not a strategy and hustle is not a plan.” He encourages every entrepreneur to have a written business plan, regularly meet with their team, and use tools (like AI) to leverage trends. Execution is everything.Know Your Endgame: Marc challenges entrepreneurs to plan their exit early. Whether it's selling, passing on, or scaling down, having clarity on your business's future is critical for long-term success.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Copyright 2026 Glenn Harperhttps://creativecommons.org/licenses/by-nd/4.0/

Why do so many entrepreneurs drag out their goals over 52 weeks instead of aiming to achieve them in 12? Is it fear of failure, fear of success, or just a lack of action?This is a candid, motivating conversation that will help you move from talking about your goals to actually achieving them!Welcome to another episode of Empowering Entrepreneurs! Today, Glenn Harper and Julie Smith pull back the curtain to talk about the real conversations that happen behind the scenes about goal-setting and timelines.Glenn Harper and Julie Smith tackle these questions with honest debate, sharing insights on overcoming procrastination, setting actionable steps, and why respecting your own ideas is crucial for growth.If you've ever found yourself pushing off your goals or forgetting about your plans by the end of the year, this episode will give you the tough love and practical tips you need to start taking meaningful steps—no matter how small.PureTax, LLCKey takeaways from our conversation:Action beats intention: Without taking consistent steps (even small ones), goals remain nothing but words.Compress your timeline: Don't default to “someday.” Set shorter, focused periods to accelerate results, learn faster, and make success a habit.Prioritize your vision: Add your goals to your calendar, give them your best energy, and put yourself at the top of your to-do list.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys...

If you're looking to understand how the OBBBA can empower your business, this episode is packed with clear explanations and actionable insights for entrepreneurs everywhere.Welcome to another episode of Empowering Entrepreneurs, hosted by Glenn Harper and Julie Smith. They talk about the real impact of the OBBBA—referred to as the "big beautiful bill"—on entrepreneurs and business owners.With lots of chatter and confusion around what this legislation actually means, Glenn Harper breaks down the concrete benefits: from locking in permanent tax rates, to making long-term business planning easier, to allowing full write-offs for heavy vehicles and essential equipment purchases.Julie Smith joins in with practical questions, making sure listeners know how these changes could directly affect their buying decisions and tax strategies.PureTax, LLCTop 3 Takeaways:Locked-in Tax Rates: The OBBBA makes the current tax rates permanent, allowing entrepreneurs to plan for the future with more certainty. No more worrying about sudden tax hikes after sunset clauses expire!Permanent Qualified Business Income Deduction: Most flow-through entities can continue to benefit from this deduction. That means more money stays in your pocket and less goes to taxes.Immediate Asset Write-Offs: Need new equipment, vehicles, or even a factory upgrade? Purchase qualifying assets and write off 100%—right away, with no long depreciation schedules.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses

Learn why talking to your advisor before you act isn't just smart—it's essential for entrepreneurial success!Welcome to another enlightening episode of the Empowering Entrepreneurs Podcast! In this conversation, Glenn Harper and Julie Smith talk about a topic every entrepreneur needs to hear: “What entrepreneurs should be asking their CPA right now.”If you've ever made a big financial move for your business—like selling stock, making a large purchase, or considering a Roth conversion—without looping in your tax advisor, you're not alone.Glenn Harper and Julie Smith share their candid insights on why a quick phone call to your CPA can be the difference between an average outcome and an optimal one.They discuss the importance of tax planning, avoiding knee-jerk decisions, and how even small tweaks can have a big impact on your bottom line.PureTax, LLCHere are 3 key takeaways for entrepreneurs and decision-makers:Don't Go It Alone: Before making any material financial move, reach out to your CPA or advisory team. A quick call could dramatically improve your results.Proper Planning = Better Outcomes: Acting on impulse might get the job done, but strategic planning can help you minimize taxes and maximize your benefits.It's Easier to Ask for Permission: Give your CPA a heads up before acting, because sometimes “asking for forgiveness” means missed opportunities that can't be undone.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus,...

Glenn Harper and Julie Smith offer strategies for writing down action plans, building momentum with small wins, and making sure those 2026 goals don't end up as next December's leftovers.Welcome back to another episode of "Empowering Entrepreneurs." In this week's conversation, Glenn Harper and Julie Smith dig into one of the biggest challenges entrepreneurs face at the turn of the year: setting growth goals that actually stick.As the buzz of New Year's resolutions fades, Julie Smith shares her insights on why lofty ambitions often get lost by mid to late January, and how breaking big-picture objectives into daily, manageable action steps is key to real progress. If you're ready to trade reactionary fire-fighting for intentional, rewarding growth, this episode is your blueprint for the year ahead.PureTax, LLCHere are 3 key takeaways for anyone looking to turn resolutions into real results:Break big goals into daily wins: Huge visions need to be broken down into actionable steps you can check off every day. Small, consistent progress is what leads to big outcomes.Write down both your goals and your action plan: As Glenn Harper shares, if you don't map out your action steps, your goals are just dreams. Make your path clear and hold yourself accountable.Learn to act from growth, not just from pain: Entrepreneurs often react to challenges—but planning and executing for positive growth is far more rewarding than simply avoiding setbacks.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their...

Whether you're in the trenches or taking time to reflect on your business journey, this episode is packed with advice and reflections to help you make informed decisions for 2026 and beyond.Welcome back to another insightful episode of Empowering Entrepreneurs. I'm your host, Glenn Harper, joined by my co-host, Julie Smith.Today, we're diving into a subject that many entrepreneurs grapple with: Is bigger always better, or is better just better? We'll explore the delicate balance between scaling a business and maintaining quality, how to decide which path aligns with your goals, and the crucial role of intention in growth strategies.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Actionable AdviceRegular Reflection: Make it a part of your business routine to step back and evaluate where you are and where you want to be.Intentional Planning: As the year comes to a close, use this period for setting clear, deliberate intentions for 2025.Opportunity Cost Evaluation: Consider what you might have to give up in order to achieve your desired growth. Is it worth it?Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how

Whether it's lessons learned from product lifecycles, navigating family and personal setbacks, or his passion for giving back to the entrepreneurial community, David Stowers offers wisdom, humor, and a candid look at what it truly takes to grow, scale, and thrive.On this episode of Empowering Entrepreneurs, hosts Glenn Harper and Julie Smith sit down with David Stowers, principal owner of Smash Success and a business development specialist for FreedomDev Sensible Software. Known for his engaging sales style and entrepreneurial drive, David Stowers shares the twists and turns of his career—from hustling as a teenager and launching infomercial products, to facing financial challenges and reinventing himself multiple times over.With stories ranging from selling foam airplanes at flea markets to making national television appearances on QVC, David Stowers opens up about the peaks and valleys that shaped his journey. He discusses the importance of mentorship, balancing integrity with ambition, and why authenticity matters in business. Get ready for inspiring insights, entertaining anecdotes, and practical advice that every entrepreneur can relate to.Moments00:00 "David Sowers: Growth Enthusiast"03:16 Entrepreneurial Roots and Aspirations08:53 "Parenting with Trust and Independence"09:40 "Lessons from Early Amway Days"15:14 "Weekend Hustles to Rolling Rulers"18:49 "Finding Purpose Through Hardship"21:01 "Entrepreneur's Shift to Network Marketing"25:14 "Transition, Tech, and Opportunity"28:21 "From Selling Invisible to Consulting"31:09 QVC On-Air Training Experience33:01 "Entrepreneurship: Choose Fun Over Stress"36:51 "Recreating Success with Ginsu Knives"41:41 "Need vs. Want in Sales"44:47 "Marketing Lessons from Rich"46:12 "Entrepreneurship, Travel, and Family"This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways for entrepreneurs and business builders:Embrace the peaks and valleys: David's experience with early financial success followed by a tough downturn (and bankruptcy) highlights that our biggest lessons—and eventual successes—often come from the challenging valleys, not the easy peaks.Authenticity & Integrity Matter: Whether selling products on QVC or consulting for software firms, David stresses the importance of authentic connection and doing business the right way, even when it means turning away a sale that doesn't serve the customer.Mentorship and data-driven decisions: Surround yourself with people who challenge you and supply you with the right tools (including data!). David credits his partners and mentors with teaching him the importance of operational excellence and making marketing decisions based on real numbers—not just gut instinct.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the

This episode is packed with inspiration and practical advice for entrepreneurs ready to invest in their well-being and become the best version of themselves.Welcome to another episode of the Empowering Entrepreneurs podcast! In this edition, hosts Glenn Harper and Julie Smith sit down with Dr. Will Haas, the founder and CEO of VIVE Wellness. Dr. Haas is no ordinary physician—he brings a unique blend of expertise with both an MD and an MBA, combining deep medical knowledge with sharp business acumen.With a dynamic background as a competitive athlete and a relentless curiosity for optimizing human health, Dr. Haas has dedicated his career to treating the root causes of illness rather than just addressing symptoms. Growing up watching Olympic heroes and learning the value of hard work from his academic parents, he forged his own path—one that challenges the norms of traditional Western medicine.In this conversation, Dr. Haas shares his entrepreneurial journey, from personal training and athletic coaching in college to pivoting away from conventional medicine's “treat the symptom” approach. He explains his bio regenesis method and how he tailors cutting-edge wellness strategies for high-performing entrepreneurs whose drive and energy often come at the expense of their health.Moments03:05 Body Fat Increase Warning Signals07:58 Balancing School, Work, and Athletics12:40 "Discovering a Passion for Wellness"16:51 Triathlete Turned Trainer Insights19:19 Cycling: Clarity and Peace Time23:01 "Holistic Approach to Helping Others"26:28 Disenchantment with Conventional Medicine28:07 "Balancing Success and Well-being"33:39 "Achieving Pain Relief and Performance"36:12 "Relentless Curiosity for Optimization"This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 KEY TAKEAWAYS for anyone looking to drive both their business and personal wellness:Treat the Cause, Not the Symptom: Dr. Haas explains how most issues stem from underlying cellular dysfunctions, emphasizing the importance of advanced testing and a personalized approach.Don't Ignore the Foundation: Entrepreneurs often chase flashy wellness trends (like peptides or high-tech therapies) but overlook basic detox and repair systems. According to Dr. Haas, true health optimization starts here.Success Requires Self-Maintenance: One of the biggest traps for high achievers? Sacrificing healthy habits as things grow. Maintaining structure with nutrition, recovery, and mindset is crucial not just for business, but for lifelong energy and fulfillment.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us...

Whether you're an entrepreneur navigating chaos, or someone seeking clarity in life and work, this conversation is packed with life lessons about resilience, questioning the status quo, and the importance of looking inward to find your true calling.Glenn Harper and Julie Smith are joined by the remarkable Udo Erasmus, the visionary founder of Udo's Choice and a pioneer in holistic health and nutrition. Born amidst the chaos of World War II, Udo's extraordinary life journey—from a war baby and refugee in Europe to a global advocate for healthy fats and mindful living—will both inspire and challenge your perspective on health, fulfillment, and the entrepreneurial spirit.In this episode, you'll discover how Udo Erasmus transformed personal adversity and a relentless curiosity into groundbreaking innovations in nutrition, leading him to question everything from big government to food industry practices. Udo shares the powerful story behind developing oils “made with health in mind,” discusses the essential connection between inner stillness and outer achievement, and offers deeply practical wisdom on finding peace, purpose, and inspiration—even in a noisy, distracted world.The Importance of Inner Work for EntrepreneursAdvice for entrepreneurs: do the "homework" of self-connection and inner peacePeace, inspiration, and purpose as preconditions for sustainable outward achievementReflection on journaling insights and creative breakthroughs from stillnessThis episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are our top 3 takeaways from this remarkable conversation:True Transformation Starts Within: Udo emphasized how peace, purpose, and fulfillment don't come from external achievements, but from reconnecting with the “magnificence of your own being.” Take time for self-reflection—the answers you need are already inside you.Question Everything—Especially the Status Quo: Udo's relentless pursuit of truth led him to challenge the way food (and especially oils) are processed. “Question everything,” his father taught him, a lesson that's just as relevant for entrepreneurs as it is for scientists.Business as a Mission, Not Just a Transaction: For Udo, entrepreneurship was never about money. It was about helping people live healthier, more empowered lives. When you root your business in helping others, success follows in unexpected ways.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to...

If you've ever thought about putting your kids to work (on the payroll, that is), here are practical tips and some fun stories that might just inspire you to take the plunge. You could end up saving money and setting up your kids for financial success down the road!Hey there, and welcome back to the "Empowering Entrepreneurs Podcast" with Glenn Harper and Julie Smith! This episode gets into something a lot of business owners have wondered about, but maybe haven't really dug into—can you actually pay your kids for helping out in your business? And what does that mean for your taxes?Glenn breaks down all the nitty-gritty IRS details and shares some smart ways to shift income, save on taxes, and teach your kids about money at the same time. Plus, Julie Smith adds her take on the real-life lessons kids get from rolling up their sleeves in the family business.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Key takeaways for business owners:Tax-smart payroll: Paying your kids through your LLC or as a sole proprietor can offer major tax advantages, as you may avoid the extra 15% in employment taxes that corporations require.It's not just about taxes: Beyond dollars and cents, bringing your kids into your business teaches them real-world financial skills, from how payroll works to the power of compounding through Roth IRAs.Documentation and legitimacy matter: The IRS requires any payments to be reasonable for actual work performed—think marketing help, filing, or even social media management. Keep it legitimate!Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named...

Get ready to dive into the emotional side of wealth and discover why mastering your EQ around money might be the key to true financial freedom.Welcome to another inspiring episode of Empowering Entrepreneurs! Today, Glenn Harper and Julie Smith sit down with the dynamic Shannon Ryan—a certified financial planner, author, and advocate for financial literacy, whose deep understanding goes far beyond spreadsheets and investment strategies. In this conversation, Shannon shares her unique approach to helping clients reconcile their emotional relationship with money, revealing how childhood experiences and family history shape our financial behaviors and beliefs. From her entrepreneurial spirit as a California kid (and top Girl Scout cookie seller), to career-defining moments in the high-stakes world of finance, Shannon opens up about resilience, overcoming fear, and finding meaning in our financial choices. Whether you're an entrepreneur, a leader, or someone curious about building a happy relationship with money, this episode will challenge you to see your finances in a whole new light. Moments00:00 "Shannon's Transformative Money Insights"06:10 Money, Emotions, and Strategy07:59 Entrepreneurial Financial Leader's Journey13:28 Resilience Born From Childhood Struggles15:40 Entrepreneurial Struggles and Breakthroughs18:45 Redefining Success Beyond Money24:23 "Client Money Concerns Explained"26:58 "Use Money, Enjoy Life"28:53 "Reflections on COVID Lessons"31:59 "Financial Wounds and Scar Tissue"37:18 "Redefining Money and Impact"40:25 Investor's Dilemma: Emotion vs Returns44:11 "Defining Moment: Emotion Over Money"46:54 "Leadership, Attitude, and Team Morale"48:52 "Legacy, Growth, and Impact"51:37 Shannon Ryan's Resource HubThis episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways for anyone looking to rethink their relationship with money:Money is More Than Numbers: Success isn't just about your net worth or the latest statement balance. True fulfillment comes from aligning your financial strategy with what actually matters to you—your values, dreams, and the life you want to live.Your Money Story Starts Early: According to Shannon, over 98% of our beliefs about wealth and spending stem from childhood experiences—sometimes not even traumatic, just formative. Understanding your “financial scar tissue” is the first step to rewriting your money story.Give Yourself Permission to Enjoy: Many high-achievers struggle to enjoy what they've built, holding onto wealth out of fear or old habits. Shannon's advice? Don't wait—use your resources to create memories and make an impact now. Money is a tool, not just something to be hoarded for “someday.”Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you

Whether you're considering a big purchase, making investments, or just want to optimize your finances, this episode is packed with actionable advice to help you take control, plan ahead, and maybe even celebrate tax season like you've just won the Super Bowl.Welcome back to the Empowering Entrepreneurs Podcast! Glenn Harper and Julie Smith explore how proactive tax planning for entrepreneurs makes tax time stress-free—starting now! Instead of letting April 15th become a source of anxiety, they're here to show you how it can just be another day—with the right strategies in place.Glenn and Julie give you practical tips like maximizing your retirement contributions, mastering tax loss harvesting, leveraging donor-advised funds, and making the most of charitable giving. They also touch on new opportunities provided by recent tax legislation and remind you why staying connected with your advisor year-round is key to avoiding last-minute stress.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Moments00:00 "Tax Planning for Smart Savings"05:24 CPA Guidance Starts With Input06:56 Proactive Tax Planning Tips09:29 Julie Smith Overview Here are 3 key takeaways:Start NOW: Waiting until April 15th is too late. Early conversations with your CPA or advisor set you up to leverage every tax benefit available and avoid last-minute stress.Maximize Your Planning: From retirement plan contributions and tax loss harvesting to charitable donation stacking, there are so many proactive moves you can make before year-end.Constant Communication is Key: Keep your advisor in the loop before making big decisions—from buying property to major purchases—so everything is set up for success, not cleanup.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper...

Hear inspiration on fostering positivity, building contagious energy, and empowering both yourself and those around you!Welcome to another uplifting episode of Empowering Entrepreneurs! In today's conversation, Glenn Harper and Julie Smith talk about the transformative power of gratitude—especially for entrepreneurs. With Thanksgiving just around the corner, our hosts explore how shifting your mindset from “I have to” to “I get to” can completely change your outlook on both business and life. They share personal stories, practical advice on daily gratitude practices, and a reminder to pause, reflect, and celebrate all that you've achieved this year. Plus, there's a little talk of football, feasting, and embracing those well-deserved moments of rest.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Some key takeaways from our conversation:Shift Your Perspective: Swap the “I have to” mindset for “I get to.” Viewing daily tasks as opportunities rather than obligations transforms both your mood and your leadership energy.Pause and Reflect: Taking intentional time (even on Thanksgiving!) to rest, veg out, and reflect helps you appreciate how far you've come—and what's to come in the year ahead.Contagious Positivity: Positive energy rooted in gratitude is infectious. It improves your day, uplifts your team, and attracts others to you—personally and professionally.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and...

If you're curious how podcast interview marketing really works, what drives entrepreneurial success, and why relationships and adaptability matter more than ever, this conversation is a must-listen!Glenn Harper and Julie Smith sit down with Tom Schwab, the founder and chief evangelist of Interview Valet—a company that's helping entrepreneurs and thought leaders amplify their message through targeted podcast interviews.The Entrepreneur's Mindset: "I know what I want out of life and I'm just saying a job is not going to get me there. I'll work really, really hard, but I want to have more control in my life." - Tom SchwabIn this episode, Tom Schwab shares stories from his diverse journey: growing up in the Midwest, learning lessons in entrepreneurship from his grandfather, caddying at country clubs, and even running nuclear power plants aboard an aircraft carrier after graduating from the Naval Academy. Tom discusses how these experiences shaped his entrepreneurial mindset, how relationships serve as the ultimate currency, and why being psychologically self-employed is vital for team building.We talk about the origins of Interview Valet, the evolution of marketing through podcasting, and how AI is changing the game—and ask Tom to break down exactly how his company connects clients to their ideal audiences. He also gets personal, highlighting the mentors who've impacted his trajectory, the mindset necessary to pivot and grow, and what “retirement” means for a true entrepreneur.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways:Relationships are the ultimate currency: Tom Schwab credits his grandfather's example for teaching him the lasting value of genuine connections in business and life.Entrepreneurship is an evolution, not a revolution: Whether you're born with the drive or are shaped by your environment, adaptability and curiosity open new doors and opportunities.AI is a tool—amplify your brilliance, not your noise: Embrace technology as an amplifier for your message, but remember that effectiveness still comes down to authentic engagement and adding value.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper &...

Suppose you're an entrepreneur looking for a reminder that you're not alone in the ups and downs? This episode offers plenty of relatable moments and practical wisdom to fuel your own journey.Welcome to another episode of Empowering Entrepreneurs! In today's show, “The Back Story,” Glenn Harper and Julie Smith pull back the curtain and give you an honest, behind-the-scenes look at their personal entrepreneurial journey. Rather than focusing solely on the stories of their guests, Glenn and Julie open up about how their own partnership has evolved—from Glenn's solopreneur beginnings to Julie's transition from corporate America, and their combined efforts to navigate the constant changes of business ownership.You'll hear candid conversations about the challenges they've faced, the hard decisions and sleepless nights, and how building a company (and a podcast) requires grit, vision, and the ability to say both “yes” and “no” at the right times. They share insights on the importance of impact—how helping clients, empowering others, and surrounding themselves with the right people have driven everything they do.Moments00:00 Entrepreneurial Struggles and Dynamics03:41 "Adapting to Change in Business"09:01 Impact, Growth, and Collaboration11:20 "Uncovering Goals Through Conversation"This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways for anyone on the entrepreneurial journey:Embrace Change & Growth: The only constant in business is change. What you're doing today isn't necessarily what you'll be doing tomorrow – and that's OK! Evolution is part of the journey.Impact Over Everything: Whether it's helping a client save on taxes, supporting a team member, or sharing strategies on a podcast, making an impact is at the core of everything we do.Surround Yourself With the Right People: Success flourishes when you build the right team and community. Find people who lift you up and share your values—together, you'll all achieve more.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial

Why saying NO! feels impossible, and what you can do about it.Why is it so hard for entrepreneurs to say "no"? As we debated on the latest episode of Empowering Entrepreneurs, it turns out that staying focused is often tougher than finding opportunities!Entrepreneurs are naturally solution-seekers and optimists, always believing they can solve “just one more problem.” But as hosts Julie Smith and Glenn Harper discussed, knowing when—and why—to say “no” is essential for sustainable growth and maintaining your sanity.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are key takeaways from our conversation:The Yes Syndrome: Julie opens up about her lifelong struggle with saying yes to every opportunity and the internal questions she faces: “Why can't I say no?” and “What does another yes actually change?”Opportunity Everywhere: Glenn discusses how entrepreneurs are “programmed” to see solutions everywhere—and the challenge of balancing self-belief with actual bandwidth. He compares the entrepreneurial mindset to NFL players trying to play every position—it just isn't sustainable in the long run!Delegation and Teamwork: Both Glenn and Julie explore the idea of leveraging teams and partnerships to avoid overcommitting. Building a support system isn't just smart—it's essential if you want to make a real impact without burning out.Defining Your ‘Why': Before jumping into something new, Glenn challenges listeners to ask, “Just because I can, should I?” Are you saying yes for money, ego, the thrill of a challenge, or simply to stay busy? Getting clear on your motivation helps you focus on what truly matters.Relaxation Remains Elusive: Julie and Glenn humorously discuss what it means to actually relax—a concept that seems almost mythical for most entrepreneurs. Apparently, some people do sit on boats or drink iced tea all day!Solving vs. Scaling: The conversation circles back to the risks of “solopreneur” syndrome versus building teams and systems. It's about knowing your limits, setting boundaries, and ensuring that you're not just solving endless problems but making intentional progress.Entrepreneurship isn't simply about chasing every opportunity. The real magic comes from knowing when to say no, understanding your ‘why,' and creating systems that let you make an impact without sacrificing your health or the quality of your work.Stay empowered.00:00 Delegation Enables Sustainable Productivity03:49 "Why Do Anything?"06:19 "Solving Drives Success"Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide -

Are you straddling that line between doing it all yourself and building a team? You're not alone! Whether you're mowing lawns solo or dreaming of running a company with employees, you'll pick up some valuable advice here. Hey there, and welcome back to the Empowering Entrepreneurs Podcast! On today's episode, Glenn Harper and Julie Smith are answering the question a lot of business owners face: Am I a solopreneur? Am I an entrepreneur? If you've ever wondered what the real difference is—or if you're just creating a job for yourself instead of building something bigger—this is the episode for you.Glenn and Julie explain what it really means to go it alone versus growing a team, sharing their takes on what makes each approach appealing (and what the downsides are, too). They get real about the hard work, the risks, and why some people love sticking to their own thing while others are always chasing that next big opportunity.It's all about figuring out where you want to go, how to get there, and having a little fun along the way!This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways:Solopreneur vs Entrepreneur: As a solopreneur, you wear every hat—from service delivery to marketing and billing. The upside? Full autonomy. The downside? If you're out of commission, your business is too.Scaling & Selling: Entrepreneurs who build systems and teams are better positioned to scale and eventually sell the business. A company built on personal branding alone is harder to hand off.Do Your Homework Before Jumping In: Analyze your costs, understand your pricing, and seek advisors early. Jumping in with both feet is important, but knowing your numbers can save you from expensive lessons.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your...

If you've ever wondered how much you can (or should) take from your business—or why your bank account doesn't always feel as full as your profits say it should—this episode is for you!Glenn Harper and Julie Smith tackle a classic challenge faced by business owners—how do you actually pay yourself as an entrepreneur? Drawing inspiration from a recent lively dinner debate, Glenn and Julie talk about the difference between taking a draw versus running payroll, why cash flow discipline is crucial in those early ramen-noodle days, and the surprising tax realities every entrepreneur needs to understand. From the myth that business owners can “just take out whatever they want” to the essential 50% savings rule, this episode delivers practical advice on managing your money, setting boundaries, and knowing when—and how much—you should pay yourself. Additionally, they'll discuss why having a trusted advisor is important and preview upcoming deep dives into business structures and tax strategy. This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Key Takeaways from the Episode:1. Don't Chase the Shiny Object (a.k.a. All That Cash in Your Business Account). It's tempting to pay yourself whatever's in the bank, but Glenn reminds us: “The more money you take out… the less money you have for the bad times or to invest back in your company.” Start by leaving enough cash cushion in your business to weather tough times and fund growth.2. Start Small, Think Big. When your business is getting off the ground, think like you're back in college—keep expenses lean and take only what you truly need. As Glenn puts it, “Pretend like you're back in college, eating ramen noodles and you can't take any money out.” Let your business account grow before ramping up payouts.3. Draws, Payroll, and the 50% Rule. If you're a sole proprietor or single-member LLC, you'll usually take draws (withdrawals) instead of payroll at first. But as your income grows (think $80k+), it might be more tax-efficient to become an S corp and start using payroll.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial...

Whether you're planning your own exit or simply curious about what goes on behind the scenes, this episode is packed with practical advice and relatable stories to help you map out a successful succession plan for your own business.Welcome back to another episode of Empowering Entrepreneurs! Today, hosts Glenn Harper and Julie Smith talk about a topic that's top of mind for many business owners: business succession planning. They share lessons drawn from their work with clients, demystifying the often complicated journey of passing a business from one generation to the next.Glenn and Julie explore key challenges entrepreneurs face when it's time to step away—whether transitioning the business to family members or loyal employees. They discuss the emotional hurdles of letting go, handling entitlement, and ensuring a smooth transfer that keeps employees and clients happy. You are going to hear real-world scenarios, from the solopreneur who's never shared their “secret sauce,” to the well-oiled operation ready for a seamless handoff. Plus, you'll hear their thoughts on staggered transitions, the importance of open communication, and, above all, keeping family relationships intact through the process.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways from the episode:Your Mindset Matters Most Succession isn't just about logistics; it's a major emotional journey for owners. Are you truly ready to step away, or are you holding on out of habit or fear? Recognizing where you are in the process helps create a smoother transition.Communication Is Critical From addressing possible resentment among employees to clearly outlining new roles and expectations, open communication is the bedrock of a successful handover—especially with family involved.Succession Is a Two-Way Street A healthy transition depends on BOTH the outgoing owner and the incoming leader. Alignment, patience, and lots of honest conversations are necessary to avoid clashes and ensure ongoing success.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence,...

Choosing the Right Business Entity - "So you always have to work with your CPA to make sure that you have the right entity type so you can take advantage of the tax code with those different things." - Glenn HarperGlenn and Julie talk about the practical side of tax savings. Whether you're a business owner or an individual with a “real job.” Drawing from the latest tax law updates, they break down essential tax hacks: from maximizing your 401 (k) contributions and health savings accounts to making the most of charitable giving. Business owners, in particular, will hear about unique deductions, the importance of choosing the right business entity, how to leverage income-shifting strategies like hiring your kids, and the ins and outs of the Augusta Rule for home offices. If you're looking to keep more of your hard-earned money in your pocket this tax season, you'll want to catch all the actionable tips in this conversation. This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways I found super valuable:Maximize Pre-tax BenefitsIf your employer offers a 401 (k) (especially with matching!) or a health savings account, contribute as much as you can reasonably afford. These strategies let you defer or deduct income, putting more money back in your pocket.Business Deduction Tests MatterFor business owners, remember that the best deductions are “ordinary, necessary, and reasonable” for your business. Run every potential expense—from pianos to helicopters—through these filters (with your CPA!) to avoid unwanted IRS attention.Income Shifting & Family OpportunitiesThinking strategically and shifting income to lower tax brackets—including paying your kids or spouse for legitimate work—can provide significant tax savings. Plus, don't forget the power of the Augusta Rule and proper entity selection to maximize deductions.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the...

The Hidden Danger in Letting Invoices Slide - "It's not fair for you to spend all your money to deliver the product or service. And then the customer drags you out for 30 days, 90, 60, 120 a year, and you're not getting money on that." Glenn HarperGlenn Harper and Julie Smith discuss a topic every business owner dreads but can't afford to ignore: money leaks. Have you ever wondered where your hard-earned profits are slipping away? Glenn and Julie break down the sneaky ways businesses lose money—from unnoticed subscriptions and mounting overtime to hidden high interest rates and lax customer payments. With candid stories and actionable advice, they reveal how to spot these financial drains and what steps you can take to plug the holes. Whether you're a seasoned entrepreneur or just starting out, this episode will leave you thinking twice about your financials—and might just save you enough for your next vacation!This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.3 Key Takeaways for Entrepreneurs:Review Automated Payments & Subscriptions: Those small, recurring charges on your business credit card can snowball over time. Make it a habit to audit subscriptions at least once a year—what you save could fund your next vacation!Keep a Close Watch on Labor Costs: Overtime and inaccurate job costing can secretly burn through your payroll budget. Set clear parameters and delegate time-tracking to managers who can monitor labor hours and catch inefficiencies before they escalate.Don't Let Unpaid Invoices Slide: Failing to follow up on Accounts Receivable delays cash flow. Establish firm processes to ensure customers pay on time—those outstanding payments could be the difference between scrambling and scaling.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a...

Learn from a real, honest (and pretty funny) conversation about how couples—specifically the “chicks” and “dudes”—spend money, especially when you throw entrepreneurship into the mix. Glenn breaks down his go-to strategy for keeping household finances in check when your income is anything but steady, while Julie questions whether “bare minimum” budgets really let anyone thrive.They get into the nitty-gritty of why joint accounts seem to mysteriously drain themselves, how guys tend to drop big bucks on a single item while women make more frequent, smaller purchases, and why splitting your fun money into his-and-hers (or hers-and-hers, or his-and-his!) accounts can be a total game changer. Spoiler alert: you might want to start a vacation fund after this episode.If you're sick of fighting about money with your partner or just want some practical, down-to-earth tips to make life as an entrepreneurial couple a little easier, tune in—there's even some banter about jorts and golf clubs you don't want to miss. So kick back, relax, and let's talk about getting more value out of your hard-earned cash!Empowering Moments00:00 Household Finances: Spending Issues05:20 Budgeting: Gender Spending Habits07:36 "Living Within Means for Enjoyment"10:09 "Enhancing Life by Smart Spending"This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways you won't want to miss:Define Core vs. Discretionary SpendingStart by setting a clear budget for fixed household expenses, then allocate separate discretionary accounts for each partner. This approach helps keep spending balanced and arguments at bay.Transparency is KeyAgree together—using a spreadsheet or whatever works for you—on what counts as joint expenses and personal spending. Honest conversations are the foundation for avoiding surprise credit card bills or missing vacation funds.Preserve the Fun (and the Peace!)By giving each partner their own “no-questions-asked” discretionary account, you reduce resentment, foster independence, and free up energy to focus on meaningful experiences, not just more “stuff.”Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus,...

Have you ever wondered what it takes to make the leap from a conventional career to a fulfilling entrepreneurial journey? Glenn Harper and Julie Smith sit down with Matt Ruttenberg, co-owner of Business Development of Life Inc. Retirement Services, to unravel his path from Ohio to Hawaii. You'll hear about his transition from the traditional financial services industry to creating meaningful retirement solutions for clients. Discover how Matt managed to blend his passion for helping others with his entrepreneurial spirit to build a flourishing business. This is an inspiring conversation filled with actionable insights and dynamic twists that could alter the way you think about your entrepreneurial journey. The end might just stop you in your tracks.Top Empowering TakeawaysEntrepreneurial Journey: Matt's entrepreneurial journey shows the importance of discovering what truly interests you and pivoting when necessary. He shifted from traditional financial services to providing more specialized retirement plan services.Mentorship and Family Influence: Matt's background in a finance-savvy family and mentorship from his father played a significant role in molding his career path. His father's work ethic and approach influenced Matt's decision to become an entrepreneur.Adaptability and Patience: Matt emphasizes the importance of patience and adaptability. Entrepreneurs need to be prepared to take a long journey, understanding that initial steps might lead to unexpected but valuable opportunities.Collaboration and Team Building: To scale and excel in business, especially in providing specialized services like 401(k) plans, building a knowledgeable and strong team is essential. Matt moved from working independently to partnering with a team to leverage their collective expertise.Client-Centered Approach: The focus on understanding the client's specific needs, whether for tax saving or providing value to employees, is essential in the retirement plan services business. Tailoring plans to meet these specific needs makes a big difference.Geographical Flexibility: Matt transitioned from different locations like Ohio, Florida, and eventually Hawaii, showing that geographical flexibility can play a role in pursuing entrepreneurial dreams and exploring new opportunities.Real Estate Investment: Matt's real estate ventures with his brother and cousin during college highlight the potential of real estate as a secondary business avenue for entrepreneurs.Importance of Networking: Matt's involvement in financial media networks and conferences underscores the importance of networking in fostering professional growth and staying updated with industry trends.Family Support: Having a supportive spouse who understands and encourages the entrepreneurial journey can significantly impact an entrepreneur's success. Matt credits his wife's support as pivotal in his journey.Continuous Learning and Evolution: The concept of continuous improvement and evolution in career and business decisions is vital. Matt's path shows the need to keep learning, adapting, and re-strategizing to find the most fulfilling and successful role.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing.

The Hidden Struggle of Stay-at-Home Moms: "I was giving all of myself to my children, but there was nothing left for me. And my very creative, active brain had no outlet. Right? I had no intellectual stimulation outside of my children, and I suffered, I think, because of that and I think a lot of women, you know, do too." - Ashley JordanJulie Smith and Glenn Harper are joined by the insightful and relatable Ashley Jordan. An attorney, public speaker, journalist, and author of "Unhappy Achiever," Ashley shares her journey from a small rural town in Marengo, Illinois, to becoming a full-time writer and advocate for women's empowerment.Ashley's story is one of resilience, self-discovery, and relentless pursuit of passion. Raised in a working-class family and inspired by strong female role models like Gloria Steinem, she initially followed a conventional path by attending law school, despite knowing it wasn't her true calling. Her experience as an assistant district attorney revealed the emotional toll it took, prompting her to pivot towards her real passion—storytelling.Ashley discusses her superpower: the ability to connect and inspire through her authentic voice and storytelling. You'll hear about her journey, her book "Unhappy Achiever," and her dedication to mentoring women and aspiring writers. Ashley also opens up about the challenges of balancing creative pursuits with family life, the loneliness she faced, and how writing became her sanctuary.This is a candid and heartfelt conversation that underscores the importance of pursuing a career that feeds your soul and the incredible impact of sharing your story. Whether you're a working mom, an aspiring entrepreneur, or simply looking for inspiration, Ashley Jordan's journey will resonate and empower you to follow your own path. Empowering Moments04:51 Passion for empowering women through advocacy.07:38 Passion for justice began in early school.10:33 Making family proud dictated educational choices.14:14 Chose law due to outside influences, unhappy.18:15 Innate gift in writing; developed legal skills.21:45 Brenda Quoddy inspired through dedication and passion.25:01 Motherhood led to isolation, sparking creative blogging.29:52 Fitting writing into daily life, inspired by mother.32:44 Pursuing a career eased her profound loneliness.38:36 Loneliness overcome by supportive circle of friends.40:36 Mentoring women to inspire, share, and support.44:32 Show up for your passion and yourself.50:12 Empowering others to pursue fulfilling career paths.51:46 Honoring strong family legacy through uncertain paths.54:54 Storytelling to inspire and serve women purposefully.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Empowering TakeawaysEmbrace Your Superpowers: Ashley Jordan underscores the importance of recognizing and leveraging your unique skills, such as storytelling and authenticity, to inspire and create impact.Pursue Passion Over Expectations: Ashley's journey reveals the importance of pursuing careers and endeavors that nourish your soul, even if it means going against external...

The Path to Success: "You just have to be open to all different kinds of experiences and choices that you make, because you don't know how those puzzle pieces come together in the end to paint you a really beautiful picture."Julie Smith and Glenn Harper welcome the multifaceted entrepreneur Kerim Kfuri. From his family's immigrant background to navigating and excelling in various fields, Kfuri shares his extraordinary story of adaptability, cultural exchange, and relentless pursuit of success.Kerim, cohost of the "Supply and Demand Show" on YouTube, founder of Global Crosswalk, and president of the Atlas Network, recounts his versatile career—from early entrepreneurial ventures like selling blueberries and custom shirts to pioneering dot-com initiatives and shifting into regulatory roles at Warner Brothers Records and the SEC. With a background rich in finance, marketing, and international business, Kfuri reveals how he's continued to evolve alongside industry changes and chased his entrepreneurial passion, even picking up multiple languages along the way.Throughout this conversation, Kfuri discusses the importance of human interactions, balancing differences in partnerships, and staying open to unplanned opportunities. With heartfelt reflections on his family's influence, educational pursuits, and unique career paths, Kfuri offers profound insights into the entrepreneurial spirit and the constant drive to make a meaningful impact. Empowering Moments03:35 Entered supply chain via finance and experiences.07:57 Adapting involves learning language, exchanging cultures.09:52 Family business shaped by immigrant experience and work.13:08 Created misterproducer.com: music industry B2B platform.17:13 Ambition to leave a lasting impact.20:40 Entrepreneurial leaders must self-motivate and self-regulate.23:31 Casual encounters deepen human connections in society.27:51 Loved science, realized medicine wasn't right fit.31:49 "Industry shifted, aiming for audience-driven monetization."32:38 IPO flop led to career in business law.36:39 Supply chain management: supplier selection to delivery.40:25 Global supply chain lacks regulatory best practices.44:28 End game: Make impactful contributions towards goals.46:25 Atlasnetwork.com, kareemkafuri.com, supplychainupsanddowns.com.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Empowering TakeawaysAdapting and Language Learning: Embrace the necessity of adapting and learning new languages when moving to a new country. This effort not only facilitates communication but also fosters cultural exchange and personal growth.Cultural and Family Influence: Your family's work ethic and cultural background play a significant role in shaping your entrepreneurial mindset. Kerim's immigrant background and family support were foundational to his development.Early Entrepreneurship: Entrepreneurial spirit can start young. Kerim's experiences selling blueberries and custom shirts as a child laid the groundwork for his future business ventures.Market Adaptation: Entrepreneurship often requires pivoting. The obsolescence of Kerim's dotcom venture due to...

Entrepreneur Isolation: "There's what people think it (entrepreneurship) looks like, and then there's the brutal reality of what it really is."We talk about the stark realities of entrepreneurship, addressing the often overlooked yet omnipresent challenges faced by solo business trailblazers. Key TakeawaysThe Reality Behind the Glamour: While social media often paints a perfect picture of entrepreneurship, the truth is far from it. Entrepreneurs frequently navigate a lonely and isolated journey before achieving success.Navigating Peaks and Valleys: The entrepreneurial path is filled with highs and lows. It's crucial to find those trusted individuals who support you through both the triumphant peaks and the challenging valleys.Building a Support System: Though ultimately the burden lies on the entrepreneur's shoulders, having a few trusted allies can make a significant difference. A support network offers not just emotional encouragement but can potentially provide shortcuts and insights that make the journey smoother.Feel free to share your thoughts and experiences. We'd love to hear how you navigate the highs and lows of your entrepreneurial journey!Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie...

Creating Intentions for Entrepreneurs in the new year: "I think for our entrepreneur listener, now is a really good time to evaluate, do you wanna be bigger and better? Do you wanna be better and better? How do you wanna spend your time in the new year and really create your intentions around your business?"Is scaling up always the best option? Or is refining and improving your existing operations the way forward?Key Takeaways:Opportunity CostUnderstand the sacrifices entailed in the pursuit of business growth. Time, family, personal interests—all could be impacted.Control vs. DelegationGiving up control can be daunting, but smart delegation is crucial for scalability.Intentional PlanningRegularly pausing to reflect and plan with intention can help you navigate the path between staying small and growing bigger.It's all about the the delicate balance between getting bigger and being better, and finding out how to make intentional choices that align with your business goals.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Copyright 2025 Glenn Harper

Steve Palmer welcomes Glenn Harper from Harper & Co CPA Plus and get into the practical aspects of launching and managing your own law firm with valuable insights. Whether you're fresh out of law school or considering branching out on your own, this episode is packed with essential advice you won't want to miss.Key Takeaways:Build Strong Professional Relationships:Invest in a supportive financial team to navigate both personal and business challenges. Glenn underscores the importance of consulting this team before making significant financial decisions to manage funds effectively.Focus on Ethical Financial Management:Steve Palmer emphasizes the discipline required for financial management, emphasizing the risks of financial desperation and the temptations to mishandle trust accounts. Remember, long-term financial stability hinges on maintaining transparent and honest practices.Prioritize Building Your Network Over Traditional Marketing:Creating long-term relationships and becoming a trusted resource within your network can outweigh traditional marketing strategies. Both Glenn and Steve agree that genuinely helping others fosters referrals and opportunities, often leading to sustained success.Key Moments00:00 Business operations and tax efficiency planning advice.09:23 Create a budget and reinvest earnings.12:11 Set minimum withdrawals; let the company grow.19:18 Deductible expense vs. nondeductible debt payment.24:39 Different business strategies: Income flow vs. startup needs.27:56 Early career attorneys accept lower-value cases initially.35:53 Avoid debt; manage business expenses responsibly.38:57 Funds held in trust, transferred as work completes.42:08 Maintain detailed trust account records for compliance.49:48 Discipline leads to big profit and success.53:13 Develop relationships with key professional contacts.01:00:11 Cash misuse leads to financial instability and guilt.01:04:27 Build right; avoid financial trouble and pitfalls.Submit your questions to www.lawyertalkpodcast.com.Recorded at Channel 511.Stephen E. Palmer, Esq. has been practicing criminal defense almost exclusively since 1995. He has represented people in federal, state, and local courts in Ohio and elsewhere.Though he focuses on all areas of criminal defense, he particularly enjoys complex cases in state and federal courts.He has unique experience handling and assembling top defense teams of attorneys and experts in cases involving allegations of child abuse (false sexual allegations, false physical abuse allegations), complex scientific cases involving allegations of DUI and vehicular homicide cases with blood alcohol tests, and any other criminal cases that demand jury trial experience.Steve has unique experience handling numerous high publicity cases that have garnered national attention.For more information about Steve and his law firm, visit Palmer Legal Defense. Copyright 2024 Stephen E. Palmer - Attorney At Law

Goal Setting Tips: "If you can break it down into 30 day, 60 day, 90 day increments with those intentions of what you're going to do to achieve the said goal, it becomes really attainable."As we approach the end of the year, it's the perfect time for us, as entrepreneurs, to take a moment and reflect on our journey. We talk about setting meaningful intentions for the new year. Here are some key takeaways from Glenn Harper and Julie Smith:Key Takeaways:Set Clear Intentions Over Broad Goals: Rather than just having vague goals, define clear intentions and actionable steps to achieve them. It's not about saying "I will work out"; it's about planning when and how you will fit those workouts into your daily routine.Break Down Your Goals: Avoid feeling overwhelmed by breaking down your goals into smaller, manageable increments. Whether it's a 30-day, 60-day, or 90-day plan, having short-term milestones makes long-term objectives more attainable.Accountability is Crucial: Find someone to share your goals with and ask them to hold you accountable. This could be a partner, a colleague, or a friend. Accountability partners help keep you committed and motivated.As we step into the new year, let's take these insights and set ourselves up for a year of success, growth, and meaningful accomplishments. Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now...

How important is it for entrepreneurs to embrace unpredictability, and what role does seeking help play in personal and business growth?Glenn Harper and Julie Smith sit down with Blake Oliver, the mastermind behind Earmark CPE and host of The Accounting Podcast, to dive into his unique entrepreneurial journey. From his unconventional childhood steeped in music to navigating the challenges of serial entrepreneurship, Blake shares how his ADHD and initial career in music shaped his path in the business world. With insights on overcoming impostor syndrome, the importance of building a strong team, and focusing on creating value beyond financial gain, Blake's story is filled with lessons on persistence, adaptability, and visionary thinking. We explore the intricacies of transforming ideas into successful ventures, the impact of financial stability on creativity, and Blake's ambitious vision for revolutionizing the continuing education market. Empowering Moments00:00 Introducing Blake Oliver, host of The Accounting Podcast.05:06 Dad: Architect, urban planner, SimCity enthusiast.07:06 Mom: homemaker, dietitian; Dad: business, complaints, influence.11:28 Work service jobs; they change your perspective.14:51 I chose math over pursuing music career.17:11 Chose accounting for solid income, ROI credible.20:29 Freelanced bookkeeping to pay for school expenses.21:55 Early adopter bookkeeper gained business through certification.25:20 Recruited as first product marketer at FlowCast.28:28 Moved to Phoenix, drove around looking houses.33:41 Learned SaaS metrics, realized value in subscription software.37:45 Belief in product fueled by positive reviews.41:24 Satisfaction follows purpose, not pursuit of fame.44:28 Focus daily on practice, not immediate results.46:22 ADHD: A superpower and a challenge.49:22 Raising seed round for Earmark; pitching vision.51:56 Practicing Bach's difficult E-flat major cello suite.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Empowering TakeawaysUnicorn Potential in Market Shares - **Blake Oliver** emphasizes that capturing even just a small fraction of a market—such as a tenth of a percent—can lead to developing a unicorn business.Serial Entrepreneurship Driven by ADHD - **Glenn Harper** and **Blake Oliver** discuss how the inherent qualities of ADHD, such as the constant pursuit of new ideas, often fuel a serial entrepreneur's journey.Impostor Syndrome and Initial Business Lessons - **Blake Oliver** shared his experience of impostor syndrome in his first business, eventually selling it to avoid failure, and learning from the chaos to make his subsequent ventures smoother.Importance of a Strong Team and Process - **Glenn Harper** and **Julie Smith** highlight the necessity of surrounding oneself with smarter individuals and having solid processes to bolster entrepreneurial success.Customer Feedback as Validation - **Blake Oliver** believes in the power of customer feedback to validate the quality of a product, as evidenced by over 500 positive app reviews for his...

We have the pleasure of hosting Kristin Taylor, Vice President of Legacy Retirement Group and co-host of "Winning Retirement Radio". Kristin joins us to discuss her multifaceted journey as a business leader, mother, wife, and part-time teacher to her youngest son.Kristin shares the importance of people in her life—her children, faith, husband, and clients—emphasizing how supporting her team is pivotal to achieving both business success and personal fulfillment. She opens up about discovering her purpose through gratitude, and finding joy in daily routines by embracing a higher purpose.Together with Empowering Entrepreneurs' co-host Julie Smith (no Glenn this week), they explore the ever-changing nature of work-life balance and the unique challenges faced by entrepreneurs, particularly women. Kristin highlights the critical importance of defining personal success and resisting societal pressures. Through personal anecdotes, they shed light on overcoming diverse life hurdles—from professional setbacks to deeply personal losses.Kristin discusses her philosophy on focus, innovation, and making tough decisions in business, all the while staying true to her values and evolving through various life stages. Whether you're an entrepreneur or someone striving for balance in life, this episode is packed with insights and inspiration to empower you on your journey.Empowering Moments03:54 Life reveals true allies amid ups and downs.07:37 Inconspicuous farmer inspired college innovation interest.11:03 Everyone's challenges differ; be transparent about difficulties.15:39 Success supports passion project through team effort.17:58 Instilling gratitude in everyday family life.22:29 Has the vision of success evolved over time?23:35 Long-time worker, values son's future success.26:40 Parent realizes values are reflected in children.30:42 Embrace uniqueness; see challenges as strengths.38:20 Focused strategy transformed Legacy Retirement over years.39:47 Theme: Take it to the next level, uncertain plans.42:45 Kristen encourages sharing personal aspects on podcast.48:59 Confidence in tough business decisions is superpower.49:33 Success includes learning from failures too.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the...

What strategies can be employed to effectively identify potential key employees?We discuss the crucial process of identifying talent, setting guardrails, and effectively communicating your vision to elevate your business. Invest in the Right Person - Finding an employee who matches your dedication is challenging but possible. When you do find them, invest in their development. Recognize that your strengths may be their weaknesses and vice versa. This can create a balanced and cohesive team.Set Clear Expectations - Ensure you're not overwhelming the new talent with unrealistic expectations. Provide clear guidelines, and let them do their thing while you support their growth. Regularly reevaluate their progress and guide them effectively.Communicate Your Vision - As an entrepreneur, your vision is unique and valuable. Don't keep it locked in your head. Share it openly with your team. Effective communication ensures everyone is aligned and working towards the same goals, leading to collective success.Understand that trust and delegation come with risks. Sometimes it may result in setbacks, but it often leads to significant high points and growth.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Copyright 2024 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

How do personal and professional commitments impact an entrepreneur's ability to plan for the following year?It's time to talk about the importance of forward planning to make the most out of the upcoming year. Carve Out Time for Strategic PlanningMajor organizations set aside dedicated time for strategic meetings and retreats. As entrepreneurs, we too need to step back from day-to-day operations to focus on the big picture. Schedule these sessions now, earmark them on your calendar, and hold yourself accountable.Define Clear, Measurable GoalsIt's not enough to just aim for growth; you need specific, attainable targets. Break down larger goals into actionable items—like acquiring a set number of new clients or implementing a new software. This helps your team understand their role in achieving the company's success.Communicate and Get Buy-In From Your TeamYour team should be in sync with your plans and goals. By providing clear, understandable objectives and the "why" behind them, you ensure everyone is working towards a common goal. This collaborative approach can transform your business by getting everyone pulling in the same direction.An entrepreneur's success is heavily dependent on clear, well-communicated goals and team buy-in. Planning now, rather than waiting until January, sets a strong foundation for the upcoming year. Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Copyright 2024 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

The Power of Listening to Your Gut: "I've always kept asking, like, what brings me joy? What do I like? And I've been willing to have the courage to pivot and do that."Welcome to another inspiring episode of *Empowering Entrepreneurs*! Today, your Glenn Harper and Julie Smith sit down with Amber De La Garza, a remarkable productivity specialist, coach, and host of the *Small Business Straight Talk* podcast. Amber shares her incredible journey—from quitting her job after starting a family and buying a new home, to building a thriving business by leveraging a loan off her whole life insurance. Amber spotlights the highs and lows of entrepreneurship, the importance of setting goals, and the art of making tough decisions by trusting her gut. We explore her unique coaching approach, tailored to understanding individual personalities and motivations, and hear about her insights gained from personality tests like the Enneagram.Empowering Moments00:00 Amber De La Garza: Productivity Specialist and Coach05:38 Early work experience influences parenting of son.07:59 Selling real estate was challenging due to age.09:25 Coaching sales executives, then resigned after son's birth.14:46 Unexpectedly offered consultant role after quitting career.17:08 Entrepreneur's knowledge and courage in real estate.19:24 Entrepreneurs thrive in chaos, dig deep.24:17 Acknowledging faith, growth, and vision in business.29:14 Focused on coaching real estate agents, balanced motherhood.33:34 Mentors and peers provide vital business support.37:30 Emphasize simple business model to maximize value.42:21 Understanding clients and adaptability are key.44:46 Encouragement for entrepreneurs to embrace discomfort for confidence.Empowering TakeawaysFrom quitting her job to buying a home and taking a loan against her life insurance, Amber embraced high risks to pursue her dreams.Amber's story emphasizes the importance of supportive relationships, particularly with her husband, who made significant sacrifices by working on the road to enable her business growth and later quit his job to be there for her when she needed it most.Amber underscores that it's essential to have a roadmap to keep you focused and driven.Prioritizing their marriage and leaning on faith was critical to Amber and her husband's resilience and ultimate success, showing that personal support networks can be as vital as professional ones.Amber leverages personality tests like the Enneagram to tailor her coaching approach, emphasizing the importance of understanding individual client motivations and personalities to produce effective results.Viewing challenges as opportunities for growth can enhance resilience and lead to personal and professional development.Amber's business strategy involves managing a lean team that takes care of most aspects of her business except for the direct interactions she values most. Aligned Business and Values. It is crucial for entrepreneurs to align their business models with what they truly value and enjoy. PureTax, LLC Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us.

What are the benefits of having "No! People" - individuals who challenge ideas, provide constructive criticism, and ultimately contribute to more refined and well-thought-out decisions - in your entrepreneurial team?Living Fast Forward - Building a Team that Challenges YouLiving Fast Forward TakeawaysSurround Yourself with Challengers: Build a team that isn't afraid to question and push back on your ideas.Create Safe Spaces: Foster an environment where employees feel safe to provide honest feedback without fear of repercussions.Focus on Execution: Avoid the trap of the "shiny object syndrome" by focusing on completing current projects before starting new ones.Consult Advisors: Make it a habit to consult your CPA and legal advisors early in the decision-making process to ensure sound strategies.Embrace Discomfort: Growth often comes from uncomfortable situations—get comfortable being uncomfortable.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Copyright 2024 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

How do mentors contribute to an entrepreneur's journey, and what qualities should one look for in a mentor?Glenn Harper and Julie Smith welcome Aaron Marcum, who shares his incredible story filled with challenges, growth, and invaluable lessons. From his early days as a top sales rep to founding a successful home care agency and Home Care PULSE, Aaron's journey is one of resilience and creativity.You will learn more about the parallels between cycling and entrepreneurship, exploring how this passion has helped him improve business systems, delegate effectively, and achieve mental clarity. Plus, the vital pillars of building a successful company culture, fostering autonomy, high-quality connections, and competence among team members.Empowering TakeawaysDrafting in Business: Just like in cycling, find mentors who will guide you through the journey and share the load.Creativity as a Superpower: Harness your creativity to empower others and drive innovation within your business.Company Culture Essentials: Focus on autonomy, relatedness, and competence to build a motivated, resilient team.Work-Life Balance: Maintaining physical and mental health is crucial for sustained entrepreneurial success.Never-Ending Journey: As Aaron's end game reveals, entrepreneurship is about constant reinvention and achieving the four freedoms of time, relationships, money, and purpose.Empowering Moments08:21 Delivered two newspaper routes for a couple years.12:34 Entrepreneurship, accounting, psychology: an unusual path.15:49 Researched Martin Seligman, positive psychology program at UPenn.19:40 Encouraging entrepreneurship, empowering team members to prosper.22:33 Building high-quality connection and rapport for retention.26:32 Overcame burnout through cycling, changed lifestyle.28:28 Entrepreneurs need balance beyond work for success.31:44 Cycling meditation sharpens focus, generates new ideas.36:43 Founder shares sacrifices and emotional challenges faced.38:10 Focus on yourself, not others' opinions or achievements.41:31 Creativity is my superpower; I empower others.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Copyright 2024 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

The Impact of Discipline on Personal Success**: "The discipline and kind of the consistency around my morning routine and my daily routines has stuck and I think contributed to a lot of the success that I've had as a, father and a husband and an entrepreneur." — Troy Lavinia Julie Smith and Glenn Harper sit down with Troy Lavinia, the visionary founder of Daily SOS and Mosaic Research Management.Troy shares his remarkable journey from the corporate hustle to successful entrepreneurship, emphasizing the critical role of understanding one's subconscious mind and spirituality. Discover how a blend of business strategies, yoga, meditation, and visualization led Troy to unimaginable success, including the sale of his company for $50 million. Along the way, he realized the limitations of traditional business education and decided to help others tap into their inner potential through his 42-day program.Learn how his personal evolution has not only transformed his own life but also aims to bring peace, balance, and fulfillment to entrepreneurs everywhere. Stay tuned for a conversation that promises to enlighten and empower your entrepreneurial journey.Empowering Moments05:32 Broad business degree, little relevance to career.08:14 Team sports teach resilience, discipline, and perseverance.11:48 Gradual awareness, consistent acknowledgment, and productive approach.15:44 Struggling in employment, yearning to be entrepreneur.18:11 Struggles with work and personal life balance.20:33 Success linked to spirituality and subconscious mind.26:25 Intuition led to focus on spirituality and manifestation.29:03 Writing a book isn't a sustainable business.31:07 Teaching spirituality, inner success, and entrepreneurship daily.34:37 Prioritizing spirituality leads to sustained success and happiness.Empowering TakeawaysTroy Lavinia stresses that addressing subconscious beliefs and spiritual aspects is crucial for long-term entrepreneurial success, beyond simply focusing on strategies and tactics.Troy shares his transformation from a corporate employee to an entrepreneur, driven by the realization that he needed to work on his unconscious mind and spirituality.By blending business strategy, yoga, meditation, and spirituality, Troy illustrates how visualization and manifestation can boost success in entrepreneurship.To extend his knowledge and methods beyond his book, Troy created a community and a 42-day program to help others tap into their spirituality and subconscious mind, starting outreach through LinkedIn.In his mid-twenties, Troy developed discipline and consistency which positively impacted his roles as a father, husband, and entrepreneur, highlighting the importance of these traits.Troy critiques traditional business education for not emphasizing spirituality and subconscious mind work, which he finds fundamental to achieving true success and fulfillment.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide -

How important is quick decision-making and confronting uncomfortable situations for personal and professional growth?From her beginnings in athletics at the University of Washington to earning a Ph.D. in adult learning and leadership development, Dr. Carrie Graham's journey is both inspiring and instructive. She opens up about her transition from a shy individual to an assertive professional in elite athletics, and how those experiences shaped her ability to make quick decisions and confront challenges head-on. Dr. Graham delves into the disconnect between company missions and practices, stressing the importance of validated research in training programs. She also shares her personal and professional growth, the empowering realization of not needing external validation, and her pivot to entrepreneurship amid the COVID pandemic. Plus, hear practical advice for small business owners looking to improve their training programs and employee onboarding. The Disconnect Between Mission Statements and Reality: "It's a business who, in their mission statement, they say that they value their employees, and they talk about how great their employees are to their business the success of their business. But when you look inside of that business, the employees don't feel that way." — Dr. Carrie Graham This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Empowering Moments05:44 University professor and Division 1 athletics experience.07:15 Education, athletics, family, teaching, motivation, PhD pursuit13:05 Enduring adversity shapes the strength to endure.17:48 Black woman asserts autonomy in professional decisions.25:19 Learned from many, put it together yourself.29:26 Business claims to value employees, but doesn't.33:30 Businesses lack knowledge of effective training practices.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2024 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

"Shaping an Industry and Advocating for Change": "This is a once-in-a-lifetime opportunity to build and shape one of the largest industries in the country. And it has far-reaching aspects beyond just the plant and, you know, rescheduling the plant, de-scheduling the plant, but there's a social equity component tied to it."Today's episode is going to be a blast because we've got the amazing Naomi Granger with us. Naomi is a total rockstar in the world of cannabis accounting and taxation. She's the brains behind the National Association of Cannabis Accounting and Tax Professionals and Green Leaf CFO, and she's super passionate about helping tax pros navigate the tricky waters of the cannabis industry.We're diving deep into Naomi's story—from growing up in the wild casino world of Las Vegas to crushing it as a top accountant. She'll share her transition from the corporate grind to becoming a go-to expert in cannabis tax codes. Plus, she'll give us the lowdown on her game-changing training program, "Calculating Cannabis," and why mentorship and self-growth are key to making it big in your career.Naomi's got some fascinating insights into the future of accounting, her push for social equity in the cannabis world, and how she wants to leave a legacy of financial literacy and successful businesses. This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Empowering Moments00:00 Introducing Naomi Granger, a powerhouse in cannabis accounting.06:30 First job at Deloitte, dream come true.08:05 Internships, graduation, long career in public accounting.15:25 Initial struggle led to a successful breakthrough.23:32 Moved to Las Vegas, saw cannabis industry growing.30:31 Deciding to teach and share industry secrets.33:08 Program "Calculating Cannabis" trains professionals in industry.37:42 Confidence and self-reflection crucial for success.41:25 Advocacy for cannabis industry and social equity.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2024 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

We sit down with an inspiring guest, Steve Gavatorta. Steve, a certified behavior analyst, emotional intelligence coach, and author, shares his incredible journey from a hard-working childhood in Burgottstown, Pennsylvania, to becoming a successful entrepreneur.Steve dives into his early entrepreneurial ventures, academic struggles, and the pivotal role of mentors in shaping his career. He emphasizes the importance of understanding behavioral styles and emotional intelligence in building effective teams and achieving business success. Glenn, Julie, and Steve explore essential tools like DISC assessments and the significance of structured processes for sustainable growth. Steve also reveals his passion for training and development, leading him to leave a flourishing corporate career for empowerment and consulting.We discover Steve's insights on rational decision-making, his new book "Thrive in the Face of Adversity."PureTax, LLC Empowering Moments06:45 Parental reluctance, varied jobs, and entrepreneurial aptitude.10:25 Struggling with studies, but improved through writing.14:14 Experienced professional with 21 years in CPG.18:55 Spent $800 on DISC survey, led to business opportunity.21:46 Overcoming challenges through action and commitment.23:36 Passion for teaching skills for success.26:04 Helping smaller companies with structure and skills.29:57 Embracing chaos at work improves personal life.34:26 Improve leadership by understanding self and team.36:10 Inquiring about the effectiveness of the Enneagram personality test.43:44 Assessing team dynamics for better performance.47:02 Adding business structure and vision for entrepreneurs.49:43 Understanding limbic and rational thinking, advocating control.51:33 Book compiles responses to 6 questions.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2024 Glenn Harper

Welcome back to Empowering Entrepreneurs! In today's episode, hosts Glenn Harper and Julie Smith are joined by the dynamic Jim Buffington. They get into Jim's remarkable journey from his humble beginnings at a Texas agricultural land grant school to becoming a significant force in the world of public accounting and technology.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.They talk with him about his transition from public accounting to leading a dotcom and eventually integrating technology into tax and accounting, making compliance more efficient and enabling richer client conversations. Throughout the episode, Jim emphasizes the importance of experimenting, embracing failure, and prioritizing customer empathy.The Real Reason New Businesses Fail: "And we know that about half of those, new businesses are gonna fail in the 1st 5 years oftentimes because they're not paying payroll taxes or sales taxes or things that need to be done."— Jim BuffingtonEmpowering Takeaways1. **Transition from Public Accounting to Technology**: - Jim's journey from public accounting to founding a dotcom and incorporating technology into tax and accounting illustrates the dynamic career paths available within and outside traditional accounting roles.2. **Importance of Communicating Value**: - The need for tax professionals to improve communication with clients about the value they provide, transcending beyond compliance work to emphasize planning and advisory services.3. **Embracing Trial and Error**: - The significance of experimenting and learning from failures, encouraging entrepreneurs and accountants alike to be bold, share ideas freely, and continually practice new offerings.4. **Adoption of Automation for Efficiency**: - Highlighting the role of automation in accounting to handle compliance work, enabling deeper, more valuable client engagements and advisory services.5. **Client Engagement and Empathy**: - Emphasizing the importance of client empathy, understanding their unique business needs, goals, and challenges, and engaging them in the planning process for more tailored advice.Empowering Moments00:00 Introducing Jim Buffington, advisory service leader at Intuit.07:53 Public accounting days unleashed entrepreneurial spirit, helping entrepreneurs.12:21 Worked with farmers and ranchers, then oil.17:13 Accountants become emotionally invested in clients' success.22:07 Improve compliance through client-driven workflow changes.24:10 Entrepreneurs struggle with planning, need accountant's guidance.31:06 Supporting unique needs and strengths of businesses.34:20 Value client needs, diverse skills, problem-solving expertise.36:00 Communicate client benefits, focus on delivering ROI.39:44 Business success hinges on essential financial tasks.43:55 My superpower is deep customer empathy.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you...

In this episode of Empowering Entrepreneurs, Glenn Harper and Julie Smith discuss the birth of PureTax, LLC, a company that emerged from the need to serve clients who required simple tax returns. They share their journey of identifying a market need, finding the right talent, and leveraging their experience to create systems and processes that propel their new venture forward. Identifying Ideal Clients: "And I think it really came down to being able to see the need for it and almost feeling bad that you couldn't service them, feeling bad for saying no, but at the same time being so proud that we were able to really identify the ideal client at Harper and Company because I think businesses struggle with that as well." — Julie SmithTop Takeaways1. Recognizing Opportunity: The podcast highlights the importance of recognizing opportunities in the entrepreneurial journey. It encourages entrepreneurs to seize opportunities and tackle new ventures rather than shying away from them.2. Creating Solutions: Entrepreneurs are presented with the idea of identifying problems and creating solutions, such as the case of establishing PureTax to meet the specific needs of clients who require simple tax returns.3. Talent Acquisition: The podcast discusses the challenges entrepreneurs face in building a team and the significance of finding individuals who share the same vision, mission, and core values as the company.4. Embracing Change: It emphasizes the notion that change is constant in the entrepreneurial world and that successful entrepreneurs are those who adapt, pivot, and learn from every situation, whether it leads to success or failure.5. Process Implementation: Entrepreneurial success hinges on the implementation of effective systems and processes. The ability to refine and replicate these systems from previous ventures can expedite the launch and success of new initiatives.6. Client-Centric Approach: Entrepreneurs are encouraged to prioritize creating tailored solutions for their clients, as demonstrated by the establishment of PureTax, which aims to provide accessible and transparent tax services with year-round support.7. Learning from Peaks and Valleys: The podcast emphasizes the importance of learning from both successes and setbacks, embracing the highs and lows of the entrepreneurial journey, and leveraging these experiences for growth.8. Ready, Fire, Aim: Taking calculated risks and making decisions promptly is highlighted as a crucial aspect of entrepreneurship. The podcast advocates for entrepreneurs to pursue their ideas and innovations, acknowledging that setbacks are a natural part of the process.9. Building on Experience: The importance of leveraging previous business experiences to provide a foundation for new ventures is emphasized. The podcast illustrates how knowledge gained from past endeavors can be instrumental in successful new business launches.10. Transparent Branding: The importance of transparent and inclusive branding is underscored, particularly in establishing a clear and approachable identity for newer ventures, as seen in the naming and positioning of PureTax to signify its simplicity and accessibility.PureTax, LLCRunning a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us.

Welcome to another episode of Empowering Entrepreneurs, where we feature dynamic individuals who are revolutionizing their industries. In today's episode, hosts Glenn Harper and Julie Smith sit down with Liz Branch, the innovative COO of Accountingfly and GoingConcern. Liz shares her insights on changing the landscape of the accounting profession and the vital role of communication and teamwork in entrepreneurship. From her experience in building successful remote teams to her passion for helping clients find the right talent, Liz's story is one of empowerment and inspiration. Join us as we dive into Liz's journey, her unique problem-solving approach, and her vision for the future of remote work. It's an episode packed with valuable advice and captivating stories that's not to be missed!Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2024 Glenn Harper

In our latest episode, we had the privilege of interviewing Phil Whitman, a renowned CPA and certified exit planning adviser. Phil has incredible insights and experience in helping CPAs improve leadership and client experience. Here are some key takeaways from our conversation:1️⃣ Short-term pain for long-term gain: Phil shares the importance of making investments and decisions that may result in short-term financial sacrifices but are necessary for future success. It's about looking beyond immediate gains and focusing on the bigger picture.2️⃣ Entrepreneurial opportunities for CPA firms: Phil believes that CPA firms are on the verge of becoming multidisciplinary consulting organizations. With the right planning and strategies, CPA firms can expand their services and create tremendous value for their clients. It's an exciting time for the accounting profession!3️⃣ The value of a trusted adviser: Phil highlights the life-changing impact a knowledgeable adviser can have on entrepreneurs. Whether it's saving on taxes or improving operational efficiency, having an adviser who brings value and provides insights can be a game-changer. It's time we see advisers not as expenses, but as valuable investments.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.https://empoweringtheentrepreneur.com/ Copyright 2024 Glenn Harper

In this episode, we are honored to have Terry Kim, the founder of NexGenT Academy and a serial entrepreneur, sharing his journey from the military to breaking into the IT industry without a college degree. Terry's commitment to empowering the next generation of IT professionals is truly inspiring. We'll delve into his entrepreneurial endeavors, his passion for holistic healing and sleep optimization, and how he's forging new paths in the tech field. This episode offers an unmissable opportunity to gain valuable entrepreneurial wisdom and take a glimpse into the future of IT education.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2024 Glenn Harper

Welcome to another episode of Empowering Entrepreneurs, where we dive into the world of entrepreneurship and offer valuable insights to help you succeed. In this episode, Glenn Harper and Julie Smith reflect on the past year and provide invaluable advice to arm you with the motivation and preparation needed for the upcoming year. They discuss the importance of setting intentional goals, evaluating your journey as an entrepreneur, and the power of building relationships and finding mentors. Throughout the conversation, they emphasize the significance of learning from both the peaks and valleys of the entrepreneurial journey, and the necessity of assembling a trusted team of advisors. Join us as we explore the key takeaways from successful entrepreneurs and gain wisdom to propel us into 2024.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2023 Glenn Harper

We are thrilled to announce that our latest episode of the Empowering Entrepreneurs podcast features the incredible Chase Birky, an inspiring entrepreneur who has overcome numerous obstacles on his journey to success.Here are three key takeaways from Chase's story that can empower and guide aspiring entrepreneurs like you:1️⃣ Selling the Vision: Chase emphasizes the importance of selling a compelling vision to early investors, even before your product or service is fully developed. Entrepreneurs often have to sell ahead of what they currently have in place. So, learn how to effectively communicate your vision, inspire others, and secure the support needed to bring your dreams to life.2️⃣ Balancing Business and Relationships: Chase shares his personal journey of finding a balance between building a successful business and maintaining healthy relationships. He highlights the importance of prioritizing the well-being of your loved ones, especially for those with young families. Discover strategies to navigate the challenges of entrepreneurship while nurturing meaningful connections outside of work.3️⃣ Trust and Leadership: Trust is the foundation of any thriving organization. Chase emphasizes the significance of trust in building a strong team and delegating responsibilities. As businesses mature, it becomes crucial to establish systems and processes that cultivate trust and allow everyone to contribute their best. Learn how to foster a culture of trust within your organization and leverage the power of a united team.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2023 Glenn Harper

We have the privilege of hearing from a remarkable guest, Miguel Leal, who is known as the "godfather of Mexican cheese." Miguel has not only conquered the cheese world but has also found success in real estate and the food industry. He has ventured into organic farming, aiming to educate and support farmers in capitalizing on the growing demand for organic food. But that's not all - Miguel has even developed his own breed of dogs for hunting, search and rescue, and guarding. We are honored to have him join us on the show today.During our conversation, Miguel shares his inspiring journey, from humble beginnings in the cheese industry to building a thriving business that could function without his full involvement. We discuss the importance of support, concentration, and seizing opportunities while also being cautious about spending recklessly and getting into debt. We also delve into the decision-making process of exiting a business venture and exploring other opportunities as entrepreneurs.Not only does Miguel share his personal experiences, but we also explore the challenges faced by entrepreneurs, including language barriers and knowing when to move on from one venture to the next. We also touch upon the speaker's own involvement with the University of Wisconsin, where they are working on consistency in cheese and breeding dogs, as well as organic farming. With so many exciting endeavors, we can't help but wonder how many more projects the speaker has in the pipeline.His book, The House That Cheese Built.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2023 Glenn Harper

Jonathan Beskin is the Founder and CEO of SinglesSwag, a subscription service designed to empower single women. In less than five years, Jonathan's startup has accumulated $60 million in revenue. He has been featured twice in the Inc. 5000 list.Jonathan Beskin began his career in banking, but quickly realized that it wasn't his true passion. Despite always wanting to be an entrepreneur, Jonathan struggled with self-doubt and anxiety. His entrepreneurial journey started while he was a business school student at FAU, where he enrolled in an executive program designed for working professionals.During this program, Jonathan studied real-life case studies of businesses with recurring revenue models, such as Netflix and Birchbox. Inspired by these discussions, he made the decision to focus on starting his own recurring revenue model business instead of solely advancing his career. Jonathan chose to keep his current job and devoted his efforts to building his own business in this field.Jonathan shares his experiences, challenges, and successes as an entrepreneur, providing valuable insights for aspiring business leaders. Here are three key takeaways from this inspiring episode:

We have an exciting episode lined up for you, featuring Robert Glazer, a seasoned entrepreneur who has been fully remote for over a decade. In this episode, Robert shares his insights and experiences on remote work, leadership, and finding your authentic management style.Here are some key takeaways from the episode: