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This epsiode is brought ot you by Quickbooks, Audible and Caldera Lab. What if the most important financial decision you ever make has nothing to do with investing, real estate, or your career—but who you choose as your partner? In this powerful episode of Ever Forward Radio, Chase sits down with attorney, financial expert, and author Pattie Ehsaie for a no-nonsense conversation about money, power, relationships, and financial independence—especially for women. Pattie breaks down why "never falling in love with potential" isn't cold, it's practical; why money remains the number one cause of relationship failure; and how financial independence is not about greed, but freedom. Drawing from her own journey as an immigrant, lawyer, and self-made financial authority, Pattie shares hard truths about hustle, mindset, modern dating dynamics, the "lonely male epidemic," stealth wealth, prenups, and why owning your financial future is the ultimate form of personal sovereignty. Follow Pattie @duchessofdecorum Follow Chase @chase_chewning ----- 00:00 – Why Your Partner Is Your Biggest Financial Decision 01:35 – Meet Pattie Ehsaie & Her Core Philosophy on Money and Power 02:04 – "Never Fall in Love With Potential" Explained 04:10 – Dating a Broke Mindset vs a Broke Bank Account 04:56 – When You Support a Man, You Become His Mother 07:00 – Financial Red Flags Most Women Ignore 11:10 – The Money Talk: Credit Scores, Savings & Debt 12:09 – Why Money Is the #1 Reason Relationships Fail 13:33 – Why Men Fake Wealth (And Women Don't) 18:15 – What Happens When the Provider Loses Everything 23:20 – Why Financial Independence = Power 25:10 – Women Out-Earning Men & the "Lonely Male Epidemic" 29:18 – What's Wrong with Andrew Tate's Money Narrative 31:48 – How to Be a "Rich B*tch": The 5-Account System 36:28 – Why Starting to Invest Late Costs You Hundreds of Thousands 38:16 – Hustle vs a Broke Mindset 41:27 – Prenups, Assets & Protecting Your Future 42:53 – Women Who Did Money Right (Oprah, Taylor Swift) 44:36 – Fake Rich vs Real Rich (Why Housewives Go Broke) 50:13 – Pattie's Immigrant Story & Relentless Work Ethic 55:38 – Ever Forward ----- Episode resources: Get 30% off six months of Quickbooks 20% off men's skincare and haircare with code EVERFORWARD at Caldera Lab FREE 1-month trial of Audible Watch and subscribe on YouTube
SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKSMentions in episode: Alicia's Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390 DanIntuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Barrett Brooks is an executive coach and former COO helping seven-figure creators grow their businesses and lead with integrity - blending strategy, psychology, and leadership to fuel sustainable success. In this episode, Barrett unpacks for the Fire Nation how mastering the inner game of leadership drives clarity, performance, and growth. Top 3 Value Bombs 1. Most entrepreneurs don't lack knowledge; they resist the emotional cost of action. Success depends on mastering your inner world, not collecting more tactics. 2. Burnout isn't about overwork; it's about underusing your agency. Taking back control of your choices restores energy and clarity. 3. Notice, pause, and choose differently. Awareness of your internal reactions is the foundation for sustainable leadership and growth. Subscribe to Barrett Brooks Newsletter for practical, 5-minute weekly insights on leadership and psychology in entrepreneurship - Barrett Brooks' Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
Mixergy - Startup Stories with 1000+ entrepreneurs and businesses
Helen Hastings wanted to create better accounting software. To figure out what to build, she had humans do the work. This is the story of how she created Quanta, the accounting software that's taking on QuickBooks with a more modern human+software approach. Helen Hastings is the founder and CEO of Quanta, an AI-powered accounting platform built for modern software and services companies. Before Quanta, she was a software engineer at Affirm, where she specialized in building financial ledgers and systems of record. She's also worked at Google and NerdWallet, bringing deep fintech and infrastructure experience to one of accounting's hardest problems. More interviews -> https://mixergy.com/moreint Rate this interview -> https://mixergy.com/rateint
In this episode of Business Brain, you're challenged to stop waiting for perfect conditions and start before you feel ready. You don't need every system built or every detail nailed down to make an offer and move forward. You learn why perfection slows momentum, how action creates clarity, and why progress beats polish every time. This mindset shift helps you build confidence, traction, and revenue faster—without getting stuck preparing forever instead of doing. You also explore demand avoidance and the subtle danger of the comfort zone. When things feel easy or familiar, it might actually be a warning sign that you're not stretching far enough. You're reminded that simple tools and clear tracking can keep you honest, focused, and growing. By leaning into a little discomfort and embracing structure, you give yourself the best chance at building a business—and a Charmed Life—on your terms. 00:00:00 Business Brain – The Entrepreneurs' Podcast #710 for Wednesday, December 17th, 2025 December 17th: National Maple Syrup Day 00:02:05 Start Before You're Ready I don't have an email list… but here's an offer and I'll eventually send you email. Perfect is the enemy of good Kit.com beehiiv Constant Contact Klaviyo Mailchimp 00:06:44 Beware the comfort zone 00:07:39 Spreadsheets are your friend Google Sheets Synology Office LibreOffice 00:12:06 SPONSOR: The New Rules of Business: The 10 Kimmandments is available exclusively on MasterClass. And they always have great holiday-season offers, sometimes up to 50% off. Visit MasterClass.com/BUSINESSBRAIN to find out more! 00:13:37 SPONSOR: Intuit QuickBooks Payroll – Take control with QuickBooks Payroll today at QuickBooks.com/payroll 00:14:53 Demand Avoidance Tips to help: Reframe demands as choices — “I could do this” works better than “I should do this.” Lower the activation energy — Define the task as 2 minutes or one tiny step. Externalize structure without authority — Timers, body doubling, or parallel work beat accountability pressure. Use novelty or constraint — Change location, tools, order, or rules. 00:22:23 Business Brain 710 Outtro Tell Your Friends! Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post Start Before You’re Ready + Demand Avoidance – Business Brain 710 appeared first on Business Brain - The Entrepreneurs' Podcast.
Engr. Randy Joco is TBI Manager at Minsu i-BIBES.Minsu i-BIBES, or Mindoro State University Innovative Business Incubation for Biosystems Solutions is a DOST-funded technology incubator in Victoria, Oriental Mindoro. Minsu i-BIBES is empowering start-ups by providing a strong entrepreneurial ecosystem that drives innovation, contributing to sustainable and resilient economic growth and development. Minsu i-BIBES is the first-ever incubation Hub in the province of Mindoro, funded by DOST PCIEERD.This episode is recorded live at MINSU i-BIBES, technology business incubator of Mindoro State University in Victoria, Oriental Mindoro. This episode is also in partnership with plip.ph Connected Communities.In this episode:00:00 Introduction01:26 Ano ang Minsu i-BIBES?03:27 What services are provided by the incubator?20:35 How can interested startups join? 25:37 What is the story behind the incubator? 40:44 How is the startup ecosystem in Mindoro? 48:00 What are future plans for the incubator? 51:49 How can listeners find more information?MINSU I-BIBESWebsite: https://minsuibibes.comFacebook: https://facebook.com/MINSUiBIBESPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaWunderbrand: https://wunderbrand.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple Podcasts | FacebookPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
Every now and then, an episode arrives that contains everything we love about hospitality:chaos, heart, humour, problem solving… and at least two stories involving naked guests.This week Phil chats with James McComas FIH, General Manager of Eastwell Manor, part of the Champneys Group. At 6'5", James is one of the tallest men Phil knows — which, as it turns out, comes with unexpected job perks But behind the laughter sits a deeply thoughtful leader with a wonderfully varied hospitality journey: from growing up on army bases and falling into hotels at 15, to adventuring across the US, spending five transformational years in New Zealand, then returning to the UK to run heritage properties, country houses and boutique hotels.In This EpisodeHow James went from growing up on army bases to discovering hospitality at 15 and never looking backWild stories from Colorado and the early years, including saunas and frat partiesFive transformative years in New Zealand and the cultural lessons that shaped his leadership styleThe messy, brilliant reality of becoming a GM, including sewage explosions, fires, and emotional hospitalityLife at Eastwell Manor today: heritage charm, low doorframes, and why tall GMs are secretly maintenance heroesMore than his fair share of nudity exposureStand-Out Quotes“The absence of criticism is not the same as the provision of support”“You almost can't be wrong — because in that moment, you don't yet know what ‘right' is”“Everywhere I've worked, I've come away grateful for what I've learned”“These stories balance out the tough days — they remind you why we do this”Why ListenThis episode is everything hospitality really is:funny, unpredictable, emotional, human, and a lifelong learning journey.James brings:Sharp leadership insightReal talk about stepping up to GMIncredible travel storiesA deep appreciation for culture and peopleTwo of the best hotel anecdotes ever recordedAnd behind the humour is a leader who genuinely loves this industry, and shows you exactly whyEnjoy!Show PartnersA big shout out to the first of today's show partner, RotaCloud, the people management platform for shift-based teams.RotaCloud lets managers create and share rotas, record attendance, and manage annual leave in minutes — all from a single, web-based app.It makes work simple for your team, too, allowing them to check their rotas, request holiday, and even pick up extra shifts straight from their phones.Try RotaCloud's time-saving tools today by heading to https://rotacloud.com/philAlso, a massive shout out to our new show partners ApronRunning a hospitality business means juggling endless payments - from suppliers to staff - all while keeping cash flow in check. That's where Apron helps.With Apron Bill Pay, you can manage every supplier payment in one place, approve and schedule bills, and sync automatically with Xero or QuickBooks.And with the Apron Card, your team can spend easily while you stay in control - and earn rewards on every purchase.Learn more at getapron.com.This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy
Now on Spotify Video! When Reid Hoffman first began studying artificial intelligence at Stanford, the world wasn't ready for it yet. Years later, inspired by conversations with top tech innovators, he recognized AI's potential and seized the moment. As the founding investor in OpenAI and co-founder of Inflection AI, he's at the forefront of shaping AI and the future of work. In this episode of the AI Vault series, Reid introduces the concept of "superagency," where AI enhances human capabilities rather than replacing them. He also addresses common fears surrounding AI and shares his vision for a future powered by AI-driven agents. In this episode, Hala and Reid will discuss: (00:00) Introduction (01:49) Reid's Early Interest in Artificial Intelligence (04:18) AI, Jobs, and Concerns for the Future (08:25) Superagency: Amplifying Human Capability with AI (19:34) Training AI to Be a Better Human Companion (23:15) Trust and Misinformation in the Age of AI (25:56) Why Human Expertise Still Matters in AI (28:13) Reid's AI Twin (31:07) Leveraging AI for Content Creation (32:39) How AI in Action Will Shape the Future Reid Hoffman is an entrepreneur, investor, partner at Greylock, and the co-founder of LinkedIn and Inflection AI. He's also a bestselling author and host of the Masters of Scale podcast. Reid majored in artificial intelligence at Stanford through the Symbolic Systems program, one of the earliest undergraduate AI majors. As an early investor in OpenAI, he has become a prominent voice championing responsible AI development that expands and amplifies human potential. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING Shopify - Start your $1/month trial at Shopify.com/profiting. Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Airbnb - Find yourself a cohost at airbnb.com/host Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/design and use code PROFITING Intuit QuickBooks - Bring your money and your books together in one platform at QuickBooks.com/money Resources Mentioned: Reid's Book, Superagency: amzn.to/4g7cfVG Reid's Book, Blitzscaling: bit.ly/Blitzscalin Reid's LinkedIn: linkedin.com/in/reidhoffman Reid's Website: reidhoffman.org Reid's AI Video, Reid Hoffman Meets His AI Twin: bit.ly/4jzlVeD Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, ChatGPT, AI Marketing, Prompt, AI in Business, Generative AI, AI for Entrepreneurs, AI Podcast
Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management BusinessName: Bill HarrisTitle: Founder, CEOBill's Book: https://a.co/d/aILiU0uCompany Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine. Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas, and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more. About Bill Harris: Bill Harris is the Founder and CEO of Evergreen Wealth, a digital Registered Investment Advisor (RIA) delivering hyper-personalized, tax-optimized Dynamic Portfolios™ for high-earning professionals and affluent families, particularly those in high-tax states, helping them build long-term, generational wealth. A fintech pioneer with over three decades of leadership at the intersection of finance and technology, Bill has founded and led multiple companies that have become household names, reshaping how people manage, protect, and grow their money. Before founding Evergreen Wealth, he was the former CEO of PayPal, guiding the company through its launch and early growth; the former CEO of Intuit, where he oversaw the expansion of TurboTax, Quicken, and QuickBooks; and the founder of Personal Capital, which scaled to $23 billion in assets before its $1 billion acquisition by Empower Retirement.Beyond Evergreen Wealth, Bill has launched and scaled several other companies, including MyVest, PassMark Security, IronKey, and One Finance (acquired by Walmart in 2022). He has also served on the boards of Macromedia, SuccessFactors, Care.com, Yodlee, GoDaddy, Avalara and Business.com. Bill is the author of Investment Tax Guide: How to Slash Your Taxes, which emphasizes after-tax returns as the most critical measure of investment success, a principle that underpins Evergreen Wealth's approach to Dynamic Portfolios. Bill holds an MBA from Harvard Business School and a BA from Middlebury College.
Rose Anne Damilig is Co-Founder at AquaCray Tech.AquaCray Tech is a smart monitoring system designed to ensure optimal water conditions in crayfish habitats using advanced IoT technology, equipped with sensors for temperature, pH, and water levels, and providing real-time tracking and an interactive user interface for efficient farm management, thereby enhancing sustainability, reducing labor-intensive monitoring, and promoting healthier conditions for crayfish growth and productivity for small-scale farmers, researchers, hobbyists, and aquarists.This episode is recorded live at MINSU i-BIBES, technology business incubator of Mindoro State University in Victoria, Oriental Mindoro. This episode is also in partnership with plip.ph Connected Communities.In this episode:00:00 Introduction01:09 Ano ang AquaCray Tech?03:23 What problem is being solved? 07:15 What solution is being provided? 14:16 What are stories behind the startup? 23:56 What is the vision? 27:26 How can listeners find more information?MINSU I-BIBESWebsite: https://minsuibibes.comFacebook: https://facebook.com/MINSUiBIBESPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaWunderbrand: https://wunderbrand.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple Podcasts | FacebookPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. John Pham is an entrepreneur, team builder, former aerospace engineer, and practicing orthodontist. As CEO and Co-Founder of InBrace, he is using his leaderships skills and treatment innovations developed from years of research to disrupt the orthodontic industry with an invisible, consumer-friendly solution for today's active patient. Top 3 Value Bombs 1. A lot of people think that success is a destination. Success is who you become. It is the journey that will define your success. 2. Entrepreneurship is not about offering more of the same, it is about offering something different. 3. You have to embrace what makes you different and believe in it. Learn more about InBrace on their website - InBrace Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
People often ask what I'm actually building with AI all day. In this episode, I break down the 6 active projects I'm coding right now to automate my work and save money:The QuickBooks Killer: Replacing a $30/month subscription with a custom Python & Plaid script for automated tax reporting.Content Agent: Automatically converting podcast audio into a written Substack newsletter.Voice-First Trading Journal: A system to log trading results and tax liabilities verbally into a secure database.Global Earnings Tracker: Monitoring earnings revisions across US and global markets.The Buffett Scan: An automated scanner finding stocks that meet Warren Buffett's investing criteria.Yutori Scouts: Using a new navigator API to dig up better market intel than Google News.
Julie Solomon didn't just see entrepreneurs struggling with Instagram marketing; she lived the frustration herself. Despite growing an audience, her revenue stalled until she invested $25K in high-level mentorship and uncovered the real drivers of social media growth. Within nine months, she scaled from $250K to $1.3M and now shares her strategy with other creator entrepreneurs. In this episode, Julie reveals how to build a magnetic Instagram brand, boost engagement, and convert followers into paying customers regardless of your audience size. In this episode, Hala and Julie will discuss: (00:00) Introduction (01:52) Redefining Visibility in Influencer Marketing (07:53) The Importance of Value-Driven Content (12:38) Foundations for Magnetic Instagram Branding (19:05) Building a Profitable Instagram Ecosystem (26:19) Automating Instagram Sales and Messaging (35:46) Monetizing Small Audiences on Social Media (48:07) Marketing Tips for Boosting Engagement (52:05) Why Every Entrepreneur Needs a Mastermind (59:23) Manifestation Practices for Entrepreneurs' Success Julie Solomon is a brand strategist, bestselling author, and host of the Woman of Influence podcast, where she helps entrepreneurs grow their visibility and monetize their influence. A trusted voice for aspiring influencers and established creatives, she is known for her expertise in content creation, social media strategy, and personal branding. Julie has been featured in Forbes, Entrepreneur, and Business Insider, and was named one of the top 100 leaders in influence marketing by Influence Co. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING Shopify - Start your $1/month trial at Shopify.com/profiting. Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Airbnb - Find yourself a cohost at airbnb.com/host Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/design and use code PROFITING Intuit QuickBooks - Bring your money and your books together in one platform at QuickBooks.com/money Resources Mentioned: Julie's Website: juliesolomon.net Julie's Instagram: instagram.com/julssolomon Julie's Podcast, Woman of Influence: bit.ly/WOI-apple Julie's Book, Get What You Want: bit.ly/GWUWant Julie's Program, The Revenue Growth Lab: juliesolomon.net/profiting Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, SEO, E-commerce, LinkedIn, Digital Marketing, Content Creator, Storytelling, Advertising, Social Media Marketing, Communication, Video Marketing, Social Proof, Marketing Trends, Digital Trends, Content Marketing, Online Marketing, Marketing Podcast
The Get Paid Podcast: The Stark Reality of Entrepreneurship and Being Your Own Boss
What happens when you take a webinar that's already working… and put real traffic behind it? In this episode, Gina Knox shares the moment she realized she didn't have a launch problem at all. She had a leads problem. And fixing that one bottleneck is what helped her rebuild momentum, grow her list to over 10,000 subscribers, and cross the million-dollar mark in cash collected this year. This Week on the Get Paid Podcast: The simple decision that brought in thousands of new leads she wasn't getting organically Why running one webinar a week changed her entire sales rhythm What surprised her when one creative started outperforming everything else Exactly how a ~$2,000 ad spend turned into ~$17,500 in revenue with her first Absolute FB Ads campaign What she's learned about consistency vs. complexity now that she's hit seven figures About Gina Knox: Gina Knox is a financial strategist for small business owners with inconsistent income. A former QuickBooks researcher turned coach, she's helped clients save over $9 million and build 6 and 7-figure wealth portfolios. Gina is the creator of Small Business Money School and the 7 Figure Wealth Mastermind, where she teaches entrepreneurs how to stop panicking about cash flow and start growing lasting wealth. Her approach blends design thinking, financial strategy, and behavioral coaching, rejecting outdated advice like "just budget" in favor of money systems that actually work for business owners. Mentioned in this episode: Gina Knox Small Business Money School Absolute FB Ads Meta Ads Library Now it's time to GET PAID. Thanks for tuning into the Get Paid Podcast! If you enjoyed today's episode, head over to Apple Podcasts to subscribe, rate, and leave your honest review. Connect with me on Facebook, YouTube, and Instagram. Visit my website at clairepells.com for more strategies, and be sure to share your favorite episodes. Now, it's time to go get yourself paid.
This episode is especially helpful if you're searching for:How to prepare for divorce without filingEmotional separation before divorceHow to survive the holidays before divorceWhat is a silent divorce?How to tell your spouse you want a divorce (but not yet)Divorce timing strategyHow to protect kids during separationIf you're quietly planning your next chapter, this one is for you.In this episode of How Not to Suck at Divorce, Morgan Stogsdill and Andrea Rappaport dive deep into the concept of the silent divorce: the unofficial, emotional separation that happens when one or both partners know the marriage is ending, but they're not ready to officially file yet.If you're feeling emotionally checked out, unsure of timing, scared of disrupting the holidays, or stuck in a “limbo marriage,” this episode helps you understand what a silent divorce is, the signs you're in one, and most importantly : what to DO about it.Andrea and Morgan break down two scenarios:1️⃣ When both spouses know divorce is coming but are waiting.2️⃣ When only one spouse knows, and the other has no idea.You'll hear practical guidance, emotional support, and legal strategy to help you prepare without panicking, protect your kids, and avoid major divorce mistakes.Plus, you'll hear hysterical QuickBooks chaos, psychic readings on Oak Street, and a glamorous side quest to the Waldorf Astoria. Classic HNTSAD energy.What You'll Learn in This Episode:✔ What a “silent divorce” actually isHow emotional withdrawal and parallel living become the early stage of divorce long before filing papers.✔ Signs you're in a silent divorce– Minimal communication– Loss of intimacy– Roommate vibes– Emotional loneliness– Avoidance of conflict– No partnership energy✔ If both partners know divorce is comingDo this:Keep things predictableSet temporary boundaries (separate bedrooms, shared spaces, routines)Treat this time as preparation, not limbo✔ If only you know divorce is comingDo this:Understand your secrecy is not deceit — it's strategyConfide in only ONE trusted personStart preparing emotionally, financially, and legally✔ Why timing matters (especially during the holidays)Morgan explains why the holiday season is almost never the right moment for a divorce announcement — legally, strategically, and emotionally.Andrea shares how to survive the “holiday performance pressure” without pretending everything is perfect.✔ How to handle parenting when you're silently divorcingSimple scripts, routines, and communication tips to help keep kids grounded and minimize emotional fallout.✔ The #1 thing that reduces divorce fear: preparationFear = confusionConfidence = clarityThis episode shows you how to take the first steps safely, smartly, and privately.“A silent divorce is not a selfish move — it is a strategic move.”“You don't have to file today to...
In this episode of Business Brain, you dive into the rising tension between innovation, trust, and responsibility in the world of AI. As Shannon and Dave unpack National Salesperson Day, they pivot into the challenge of working with tools that hold immense power but zero accountability. The conversation heats up as they explore the recent acquisition of Limitless and what it signals for the future of AI assistants that promise productivity without sacrificing your Charmed Life. You also hear why trusting your AI is becoming just as important as the tasks it performs. Apple enters the discussion as a fascinating paradox—highly trusted for privacy yet struggling to compete because that same privacy limits their AI's capabilities. By the time the outtro rolls in, you're left thinking critically about which companies deserve your trust and how to balance convenience with control in your business. 00:00:00 Business Brain – The Entrepreneurs' Podcast #709 for Casual FridAI, December 12th, 2025 December 12th: National Salesperson Day 00:01:12 ChatGPT has no accountability 00:07:09 SPONSOR: Intuit QuickBooks Payroll – Take control with QuickBooks Payroll today at QuickBooks.com/payroll 00:08:26 SPONSOR: Shopify – For anyone to sell anywhere, sign up for a one-dollar-per month trial period at Shopify.com/BusinessBrain and upgrade your selling today! 00:10:03 Limitless being Acquired 00:16:25 Trusting your AI? Apple is trustworthy…and their privacy keeps their AI from being competitive. 00:21:27 Business Brain 709 Outtro Tell Your Friends! Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post FridAI – Limitless and Privacy – Business Brain 709 appeared first on Business Brain - The Entrepreneurs' Podcast.
Dianne de Castro is Co-Founder at I.G.A. Farm.I.G.A. Farm is a sustainable, electricity-independent farm that utilizes solar energy and promotes proper waste management through vermicast production, integrating biowaste utilization by using manure from RTL chickens as a nutrient source for African Night Crawlers in the vermicasting process to enhance soil fertility for its vegetable farm; and whereas this integrated system increases crop yield while producing high-quality eggs, vermicast, and vegetables for the local market, I.G.A. Farm remains committed to affordability and accessibility by providing fresh, healthy, and nutrient-rich products to MInSU students, variety stores, and local farmers.This episode is recorded live at MINSU i-BIBES, technology business incubator of Mindoro State University in Victoria, Oriental Mindoro. This episode is also in partnership with plip.ph Connected Communities.In this episode:01:08 Ano ang I.G.A. Farm?02:17 What problem is being solved? 06:05 What solution is being provided? 14:18 What are stories behind the startup? 25:35 What is the vision? 31:35 How can listeners find more information?MINSU I-BIBESWebsite: https://minsuibibes.comFacebook: https://facebook.com/MINSUiBIBESPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaWunderbrand: https://wunderbrand.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple Podcasts | FacebookPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
"It seems irrational, and irrational behaviour is where drama lives, it's where comedy lives. It's where all the fun is." A communications tycoon built an empire turning airwaves into cash. Now, his son, long dismissed by his father, is fighting for control of the family business. Meanwhile, one shrewd public servant is determined to derail the company's billion-dollar takeover. Is this a plot point from season three of Succession? No! It's a Canadian story… and it's all true—mostly. Award-winning playwright Michael Healey joins to discuss Rogers v. Rogers, his new play based on the Alexandra Posadzki book of the same name. Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts. -- The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work. Related links: Purchase tickets to see Rogers v. Rogers. Exploring the city Google couldn't buy Canadians want competition. Our Competition Commissioner needs better tools to fight for it. Inside Anthony Lacavera's fight for Freedom Mobile Jesse Wente wants Canada to "tax the hell" out of Big Tech, but he's open to cutting deals
Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:20) - Conference Recap and Key Questions (01:07) - Personal Reflections and Gratitude (02:15) - Addressing Criticism and Misconceptions (04:58) - Feedback from the Community (05:38) - AI and Future Features (09:21) - Concerns About Software Stability (11:00) - Call for Stability and Consistency (12:38) - Viral Facebook Rant (24:14) - ProAdvisors' Plea to Intuit (29:19) - Positive Feedback and Gratitude (32:52) - Upcoming Classes and Conclusion Alicia's upcoming classes: Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
In this episode of Business Brain, you learn why belief has to show up before skill ever can. You're pushed to take action immediately—not by buying gear, courses, or tools, but by selling what you already have to get real-world wins fast. As you move, you build confidence, momentum, and the all-important belief that fuels every entrepreneurial step of your Charmed Life. Listener reviews highlight how authentic, actionable, and inspiring this mindset is, especially when paired with smart discussions about AI and real business challenges. You also dive into the big question: How long should you give a business idea before you pivot or pull the plug? The hosts break down a practical two-year model—one year to learn, one year to execute—and frame it all as an experiment rather than a lifelong commitment. This approach frees you to test ideas boldly, adapt quickly, and make decisions with clarity instead of emoti 00:00:00 Business Brain – The Entrepreneurs' Podcast #708 for Wednesday, December 10th, 2025 00:01:00 December 10th: National Lager Day Wolf by Vanderpump in Lake Tahoe Trumer Pilsner 00:02:32 Belief Before Ability Take action right away For example: in the reselling business, don't buy anything first. Sell stuff you already have. That way you go through the motions…take some easy wins, and learn the process. And learn to believe! 00:12:03 SPONSOR: Intuit QuickBooks Payroll – Take control with QuickBooks Payroll today at QuickBooks.com/payroll 00:13:18 SPONSOR: Shopify – For anyone to sell anywhere, sign up for a one-dollar-per month trial period at Shopify.com/BusinessBrain and upgrade your selling today! 00:14:57 Iavhill-BB Review-Actionable, Authentic, and Inspiring! 00:16:01 WPooka-BB Review-Love the AI Section 00:16:34 Skylar-Another read of “Don’t Pitch the Bitch” 00:18:44 How long should I give my business a chance? How long to spend on a proof of concept before you pivot (or kill it). 2 Years: One to learn, the second to execute Call it an experiment! 00:20:55 Everything we say on the show is something we're telling ourselves 00:22:15 Business Brain 708 Outtro Tell Your Friends! Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post Belief Comes Before Ability – Business Brain 708 appeared first on Business Brain - The Entrepreneurs' Podcast.
Daryl Bacongco is Founder at DoroShop. DoroShop is an e-commerce platform that connects local artisans and producers with consumers seeking authentic regional products, and enhances accessibility to traditional delicacies and souvenirs, thereby supporting small businesses and promoting local culture. This episode is recorded live at MINSU i-BIBES, technology business incubator of Mindoro State University in Victoria, Oriental Mindoro. This episode is also in partnership with plip.ph Connected Communities.In this episode:01:04 Ano ang DoroShop?03:43 What problem is being solved? 08:06 What solution is being provided? 19:40 What are stories behind the startup? 26:12 What is the vision? 29:38 How can listeners find more information?DOROSHOPFacebook: https://facebook.com/profile.php?id=61567055663867MINSU I-BIBESWebsite: https://minsuibibes.comFacebook: https://facebook.com/MINSUiBIBESPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaWunderbrand: https://wunderbrand.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple Podcasts | FacebookPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
Ariel Harmoko is the Co Founder and CEO of Artifact AI. Ariel joined James and Hector for a conversation that moves from race tracks to reconciliation engines.Ariel grew up in Jakarta, was thrown into Go Karts at eight, and went on to race professionally all the way to Formula 3 alongside the likes of Lando Norris and George Russell. That early immersion in high performance teams, engineering and discipline shaped how he now operates as a founder.He shares how a love of maths and science took him to boarding school in the UK, then into machine learning research at Cambridge while still a teenager, working on early diagnosis in medtech and later deploying internal GPT tools at JP Morgan.Today Ariel is building Artifact AI, an “agent accountant” that sits on top of existing ledgers like Xero, QuickBooks and NetSuite. The product tackles two huge problems for accounting firms. Fragmented legacy stacks and chronic staff shortages. Ariel explains how their agents ingest data, reconcile, post to ledgers and learn from human review, and why accuracy, auditability and trust are non negotiable in this space.The conversation covers selling into one of the most conservative industries on earth, founder led FDE style implementations, why advisory is the real margin in accounting, and how vertical AI and agentic workflows could reshape professional services. Everyday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts Spotify
If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!Learn More about Autymate here:https://snip.ly/QBPHAUTY QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Event Kickoff00:52 Meet the Hosts and Guest Speaker03:20 Overview of Today's Agenda04:40 Poll Question and Intuit News06:11 The Role of AI in Accounting17:21 Challenges and Opportunities in the Accounting Industry33:01 Automate: A Solution for Accountants37:59 Introduction to the Exciting New Platform38:07 Incorporating Bestselling Books into Business Strategies38:26 The Five Pillars of Business and AI Integration39:05 Simplifying Business Management with AI39:25 Free Gift and Upcoming Features40:54 Connecting to Multiple Systems41:24 Creating a Single Pane of Glass for Clients42:19 Expanding Advisory Services Beyond Financials44:13 Interactive Tutorials and Dashboard Overview50:55 Creating and Assigning Strategies51:45 Gamification and Client Accountability01:02:49 Pricing and Value Proposition01:06:08 Final Thoughts and Next Steps
Luka Anic is a Croatian-American co-founder of Fox plus Spindle, an AI transformation consultancy. He maps out AI capabilities, trains the humans, and makes sure nobody breaks anything too much. Top 3 Value Bombs 1. AI isn't a shortcut; it's a skill set. Learning AI means learning how to think differently, not just faster. 2. True innovation requires curiosity. The biggest mistake companies make is trying to apply AI to old processes instead of using it to create new ones. 3. Entrepreneurship starts with authenticity. Real success is enjoying the work you do every day not just the money you make. Check out Luka's website - Fox and Spindle Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
Most entrepreneurs stay stuck for one simple reason: they do bookkeeping for taxes, not for leadership. They record their numbers, send them to the accountant, hope the IRS is happy… and then cross their fingers the rest of the year. But, you can't lead a business with guesses, gut feelings, or your bank balance alone. In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., covers the same systems she used as a corporate CFO in boardrooms with top executives and brings them to entrepreneurs through Kickstart's 3-step framework, so you can stop guessing and start leading like a CEO. Key Takeaways: Bookkeeping with Intention: Most business owners treat bookkeeping like a chore—something to check off for tax time. But messy books create messy data, and messy data leads to bad decisions. At Kickstart, we use bookkeeping with intention: A strategic chart of accounts Every transaction categorized with purpose No random QuickBooks buckets When your data is clean and intentional, it becomes insight, not noise. The Snapshot: Once your financial foundation is solid, you need clarity you can actually see. That's where the Snapshot comes in—a simple, visual report that shows: Revenue and profit trends Top five expenses Net income Where your cash is actually going One client came to us making $400,000/year but was constantly overdrafting. Once she saw her Snapshot, she discovered her contractor expenses had quietly jumped 30%. Within 90 days she was able to course-correct and become profitable again. That's not luck, it's leadership through clarity. The Strategic System: Knowing your numbers is one thing. Using them is where everything changes. Our strategic system helps you turn data into direction, month after month. Kickstart clients receive: A personalized Snapshot A monthly financial theme created by Danielle based on what we're seeing across hundreds of businesses. Weekly Business by The Books episodes that unpack each theme Financial education videos The Kickstart Kit worksheets – The same tools Danielles uses to run her own seven-figure company Together, these create a rhythm that keeps you focused, aligned, and growing. Topics Discussed: (00:00) Intro: Why Entrepreneurs Stay Stuck & The Problem with "Bookkeeping for Taxes" Only (00:58) Danielle's Experience as a Corporate CFO & What Entrepreneurs are Missing (02:41) Step 1: Bookkeeping with Intention & Building a Strategic Chart of Accounts (04:39) Promo Break: Kickstart Accounting's "Check Your Books" Service (05:52) Step 2: The Snapshot – Your Monthly Clarity Dashboard (07:33) Real Client Example of How Clarity Leads to Quicker Course Correction (08:20) Step 3: The Strategic System – Tools & Resources That Turn Numbers Into Action (11:34) Leading Like a CEO & Your Roadmap to Getting Unstuck (14:43) Outro: Like, Share and Subscribe! Resources: Check Your Books | kickstartaccountinginc.com/checkyourbooks CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/ Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/ Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
Most entrepreneurs stay stuck for one simple reason: they do bookkeeping for taxes, not for leadership. They record their numbers, send them to the accountant, hope the IRS is happy… and then cross their fingers the rest of the year. But, you can't lead a business with guesses, gut feelings, or your bank balance alone. In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., covers the same systems she used as a corporate CFO in boardrooms with top executives and brings them to entrepreneurs through Kickstart's 3-step framework, so you can stop guessing and start leading like a CEO. Key Takeaways: Bookkeeping with Intention: Most business owners treat bookkeeping like a chore—something to check off for tax time. But messy books create messy data, and messy data leads to bad decisions. At Kickstart, we use bookkeeping with intention: A strategic chart of accounts Every transaction categorized with purpose No random QuickBooks buckets When your data is clean and intentional, it becomes insight, not noise. The Snapshot: Once your financial foundation is solid, you need clarity you can actually see. That's where the Snapshot comes in—a simple, visual report that shows: Revenue and profit trends Top five expenses Net income Where your cash is actually going One client came to us making $400,000/year but was constantly overdrafting. Once she saw her Snapshot, she discovered her contractor expenses had quietly jumped 30%. Within 90 days she was able to course-correct and become profitable again. That's not luck, it's leadership through clarity. The Strategic System: Knowing your numbers is one thing. Using them is where everything changes. Our strategic system helps you turn data into direction, month after month. Kickstart clients receive: A personalized Snapshot A monthly financial theme created by Danielle based on what we're seeing across hundreds of businesses. Weekly Business by The Books episodes that unpack each theme Financial education videos The Kickstart Kit worksheets – The same tools Danielles uses to run her own seven-figure company Together, these create a rhythm that keeps you focused, aligned, and growing. Topics Discussed: (00:00) Intro: Why Entrepreneurs Stay Stuck & The Problem with "Bookkeeping for Taxes" Only (00:58) Danielle's Experience as a Corporate CFO & What Entrepreneurs are Missing (02:41) Step 1: Bookkeeping with Intention & Building a Strategic Chart of Accounts (04:39) Promo Break: Kickstart Accounting's "Check Your Books" Service (05:52) Step 2: The Snapshot – Your Monthly Clarity Dashboard (07:33) Real Client Example of How Clarity Leads to Quicker Course Correction (08:20) Step 3: The Strategic System – Tools & Resources That Turn Numbers Into Action (11:34) Leading Like a CEO & Your Roadmap to Getting Unstuck (14:43) Outro: Like, Share and Subscribe! Resources: Check Your Books | kickstartaccountinginc.com/checkyourbooks CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/ Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/ Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
Breaking out your sales on your Profit & Loss statement might be the single biggest game changer in your business. When you separate your sales into categories, you finally see what's working… and what's wasting your time. You can spot trends, identify low-profit areas, understand where you're spending too many hours, and see exactly which parts of your business drive real profit. In this episode, we talk about why breaking out your sales matters, how it helps you make smarter decisions, and touch on how to do it in QuickBooks. If you want to grow your profits, start by understanding where your sales actually come from. ----------------------------- CONTACT ME:
In this episode of the 'Casual Cattle Conversations' podcast, Shaye interviews CPA Hannah Mann, who specializes in serving agricultural clients. They delve into practical tax and bookkeeping tips for ranchers, highlighting the importance of effective and marginal tax rates, and the potential benefits of income averaging using Schedule J. Hannah Mann shares her passion for the agricultural industry and her unique insights from both a professional and personal perspective. The discussion also covers common mistakes ranchers make with end-of-year bookwork and tips on utilizing software like Ambrook for efficient bookkeeping. Hannah emphasizes the importance of knowing your effective tax rate to make informed financial decisions and avoid unnecessary expenditures. Listeners will find valuable strategies to better manage their financials and leverage tax benefits specific to the agricultural industry. Learn more about Ambrook: ambrook.com/casualcattle Catch more conversation like this one and learn more at https://www.casualcattleconversations.com/ 00:00 Welcome to Casual Cattle Conversations 00:18 Introducing Hannah Mann: Tax Tips for Ranchers 01:08 Hannah's Passion for Agriculture 02:43 Tax Strategies and Bookkeeping Tips 07:05 Common Mistakes in Ranch Bookkeeping 11:22 Effective Tax Rate vs. Marginal Tax Rate 21:59 Retirement Accounts for Farmers and Ranchers 25:58 Understanding Raised vs. Purchased Cattle 26:57 Importance of Accurate Bookkeeping 28:10 Tips for Organizing Bookwork 29:08 Benefits of Using Ambrook Software 31:46 Challenges with QuickBooks 42:19 Tax Strategies and Effective Tax Rates 45:19 Final Thoughts and Recommendations
Jhayne Jaira Bonduquin is Co-Founder at Alapaw. Alapaw is a real-time bus tracking system that enhances commuting by providing accurate arrival estimates, notifications, and transit details, thereby reducing waiting time, improving travel efficiency, and ensuring a more convenient experience for commuters. This episode is recorded live at MINSU i-BIBES, technology business incubator of Mindoro State University in Victoria, Oriental Mindoro. This episode is also in partnership with plip.ph Connected Communities.In this episode:01:17 Ano ang Alapaw?02:06 What problem is being solved? 06:50 What solution is being provided? 17:26 What are stories behind the startup? 23:04 What is the vision? 27:38 How can listeners find more information?MINSU I-BIBESWebsite: https://minsuibibes.comFacebook: https://facebook.com/MINSUiBIBESPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaWunderbrand: https://wunderbrand.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple Podcasts | FacebookPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Motivational Speaker and Bestselling Author Kevin Brown is the creator of The Hero Effect, a simple philosophy that separates world-class organizations and high-performance people from everybody else. Top 3 Value Bombs 1. Most of us are unwilling to call ourselves heroes because of humility. The truth is, being a hero doesn't involve doing big things. It's about doing everything you do in a way that serves other people - and to take the storyline and stop accepting what the world is trying to give you. 2. Don't play victim. Don't live in the past. Don't setup camp on where you've been. Focus on where you're going. That's when you can release your gifts to the world. 3. Nobody on this planet was put here to be ordinary. We are created with talents and abilities as unique as our fingerprints. We were put here to use those gifts in service of others. Heroes are Extraordinary People Who Choose Not to Be Ordinary - The Hero Effect Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Bit IRA - Now might be a great time to convert your IRA or 401(k) to Bitcoin with the help of BitIRA. Go to BitIRA.com/JLD.
"It used to be that Silicon Valley was the kind of Mecca of the entrepreneur. What's happening is everyone has got the tools that used to be crowded in there. Now what we need to do is get the capital." Minister Evan Solomon sits down with C100 Executive Director Michael Buhr to discuss the country's future in AI and the feds' commitments to innovation. Recorded live on the BetaKit Keynote Stage at SAAS NORTH. The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work. Related links: What's in #Budget2025 for Canadian tech? Canadian tech sees #Budget2025 as "about-face" from last government's stance on business Is SaaS dead? Tech leaders debate whether it's time for requiem or rebirth
Now on Spotify Video! Most people have been using AI for decades, but only a few understand how to leverage it. After more than 40 years in the field, Stephen Wolfram has seen how breakthroughs like ChatGPT seem to emerge out of nowhere, and he believes the real power isn't the technology itself, but learning how to think in a way machines can work with. In this episode of the AI Vault series, Stephen breaks down how artificial intelligence truly works, what the future of automation will look like, and why mastering computational thinking is the next critical skill for entrepreneurs and innovators. In this episode, Hala and Stephen will discuss: (00:00) Introduction (02:31) His Early Fascination With Science and AI (05:52) How Artificial Intelligence Began (14:18) The Foundations of Computational Thinking (21:31) The Role of Computational Thinking in AI (25:52) How ChatGPT and Neural Networks Work (33:45) Can AI Develop Real Consciousness? (39:23) How AI Will Transform the Future of Work (45:27) Will AI in Action Surpass Human Intelligence? Stephen Wolfram is a computer scientist, mathematician, theoretical physicist, and the founder and CEO of Wolfram Research. He created Mathematica, Wolfram Alpha, and the Wolfram Language, and is widely recognized for his pioneering work in computation and complex systems. A MacArthur “Genius” Grant recipient, Stephen has authored several influential books, including What Is ChatGPT Doing? Today, he stands as one of the leading voices shaping global understanding of AI and computational thinking. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING Shopify - Start your $1/month trial at Shopify.com/profiting. Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Airbnb - Find yourself a cohost at airbnb.com/host Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/design and use code PROFITING Intuit QuickBooks - Bring your money and your books together in one platform at QuickBooks.com/money Resources Mentioned: Stephen's Book, What Is ChatGPT Doing?: bit.ly/-ChatGPT Stephen's Website: stephenwolfram.com Stephen's Book, A New Kind of Science: bit.ly/NKScience Stephen's Book, An Elementary Introduction to the Wolfram Language: bit.ly/WolframL Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, AI Marketing, Prompt, AI in Business, Generative AI, AI for Entrepreneurs, AI Podcast
From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Tom Scarda was able to semi-retire with his first franchise, then failed miserably in his second. His lessons learned from failure are what make him such an inspiration. Top 3 Value Bombs 1. Whatever you choose, your choices always come down to uncertainty, and unhappiness. Choose uncertainty. 2. There's no way to get past fear. The only way is to embrace it and understand the ramifications. 3. Don't get into something that has zero market unless you have lots of money and lots of time. Get into something where there's a niche, but not something that has never been done before. Is franchising right for you - The Franchise Academy Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Bit IRA - Now might be a great time to convert your IRA or 401(k) to Bitcoin with the help of BitIRA. Go to BitIRA.com/JLD.
Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:37) - ProAdvisor Community News (01:15) - AI Innovations and Bank Feed Updates (02:46) - Intuit Accountant Suite (09:08) - ProAdvisor Program Evolution (10:03) - New Resources and Tools LINKSIntuit's Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_linkIn the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharingAlicia's upcoming classes: QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
In this episode of Business Brain, you're reminded that the work itself is the reward—and that avoiding the arrival fallacy is key to building a Charmed Life. Shannon and Dave push you to reframe your mindset from have to to get to, reinforcing that shared effort fuels momentum. You'll see how celebrating your team—especially on Extraordinary Work Team Recognition Day—creates a culture where contribution feels meaningful and progress stays sustainable. Then you dive into the art of employing confident helpfulness. You're coached to stop bending over backward until clients walk all over you and to use clarity as your strongest service tool. Sometimes the most helpful thing you can do is tell someone that what they want isn't the process. You'll learn to choose a blunt-and-polite mindset—the one that says they're lucky to do business with you—so you protect your boundaries, elevate your value, and lead with intention. 00:00:00 Business Brain – The Entrepreneurs' Podcast #706 for Thursday, December 4th, 2025 December 4th: Extraordinary Work Team Recognition Day 00:01:58 The work is the reward The arrival fallacy We GET to do this together! 00:11:21 SPONSOR: Intuit QuickBooks Payroll – Take control with QuickBooks Payroll today at QuickBooks.com/payroll 00:12:45 SPONSOR: Rula patients typically pay $15 per session when using insurance. Connect with quality therapists and mental health experts who specialize in you at https://www.rula.com/businessbrain/ #rulapod 00:14:39 Employing Confident Helpfulness Be aware when you bend over backwards so far that you're laying down and the client is walking all over you When trying to help the client through the process, sometimes the best thing to do is to tell them “this is not the process” Two mindsets: direct and polite… vs blunt and polite Blunt = they're lucky to do business with us Direct = we're lucky to do business with them Go with Blunt! 00:24:31 Business Brain 706 Outtro Tell Your Friends! Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post The Work IS the Reward + Overdoing Customer Service – Business Brain 706 appeared first on Business Brain - The Entrepreneurs' Podcast.
How to Build a Winning Strategy for Your B2B Brand In a fast-paced business environment, marketers, agencies, and consultants must proactively help clients differentiate their brands in the marketplace. One way of doing this is by analyzing the strategy, messaging, and brand positioning, both for their own brands and key competitors. So how can teams conduct this kind of brand research and competitive analysis in a way that's insightful, efficient, and actionable for planning the next steps? Tune in as the B2B Marketers on Mission Podcast presents the Marketing DEMO Lab Series, where we sit down with Clay Ostrom (Founder, Map & Fire) and his SmokeLadder platform designed for brand research, messaging and positioning analysis, and competitive benchmarking. In this episode, Clay explained the platform's origins and features, emphasizing its role in analyzing brand positioning, core messaging, and competitive landscapes. He also stressed the importance of clear, consistent brand positioning and messaging, and how standardized make it easier to compare brands across multiple business values. Clay also highlighted the value of objective, data-driven analysis to identify brand strengths, weaknesses, and gaps, and how tools like SmokeLadder can save significant time in gathering insights to build trust with clients. He provided practical steps for generating, refining, and exporting brand messaging and analysis for internal or client-facing use. Finally, Clay also discussed how action items and recommendations generated from analysis can immediately support smart brand strategy decisions and expedite trust-building with clients. https://www.youtube.com/watch?v=h4_o1PzF1Kk Topics discussed in episode: [1:31] The purpose behind building SmokeLadder and why it matters for B2B teams [12:00] A walkthrough of the SmokeLadder platform and how it works [14:51] SmokeLadder's core features [17:48] How positioning scores and category rankings are calculated [35:36] How differentiation and competitors are analyzed inside SmokeLadder [44:07] How SmokeLadder builds messaging and generates targeted personas [50:24] The key benefits and unique capabilities that set SmokeLadder apart Companies and links: Clay Ostrom Map & Fire SmokeLadder Transcript Christian Klepp 00:00 In an increasingly competitive B2B landscape, marketers, agencies and consultants, need to proactively find ways to help their clients stand out amidst the digital noise. One way of doing this is by analyzing the strategy, messaging and positioning of their own brands and those of their competitors. So how can they do this in a way that’s insightful, efficient and effective? Welcome to this first episode of the B2B Marketers in the Mission podcast Demo Lab Series, and I’m your host, Christian Klepp. Today, I’ll be talking to Clay Ostrom about this topic. He’s the owner and founder of the branding agency Map and Fire, and the creator of the platform Smoke Ladder that we’ll be talking about today. So let’s dive in. Christian Klepp 00:42 All right, and I’m gonna say Clay Ostrom. Welcome to this first episode of the Demo Lab Series. Clay Ostrom 00:50 I am super excited and very honored to be the first guest on this new series. It’s awesome. Christian Klepp 00:56 We are honored to have you here. And you know, let’s sit tight, or batten down the hatches and buckle up, and whatever other analogy you want to throw in there, because we are going to unpack a lot of interesting features and discuss interesting topics around the platform that you’ve built. And I think a good place to start, perhaps Clay before we start doing a walk through of the platform is, but let’s start at the very beginning. What motivated you to create this platform called Smoke Ladder. Clay Ostrom 01:31 So we should go all the way back to my childhood. I always dreamed of, you know, working on brand and positioning. You know, that was something I’ve always thought of since the early days, but no, but I do. I own an agency called Map and Fire, so I’ve been doing this kind of work for over 10 years now, and have worked with lots and lots of different kinds of clients, and over that time, developed different frameworks and a point of view about how to do this kind of work, and when the AI revolution kind of hit us all, it just really struck me that this was an opportunity to take a lot of that thinking and a lot of that, you know, again, my perspective on how to do this work and productize that and turn it into something that could be used by people when we’re not engaged with them, in some kind of service offering. So, so that was kind of the kernel of it. I actually have a background in computer science and product. So it was sort of this natural Venn diagram intersection of I can do some product stuff, I can do brand strategy stuff. So let’s put it together and build something. Christian Klepp 02:46 And the rest, as they say, is history. Clay Ostrom 02:49 The rest, as they say, is a lot of nights and weekends and endless hours slaving away at trying to build something useful. Christian Klepp 02:58 Sure, sure, that certainly is part of it, too. Clay Ostrom 03:01 Yeah. Christian Klepp 03:02 Let’s not keep the audience in suspense for too long here, right? Like, let’s start with the walk through. And before you share your screen, maybe I’ll set this up a little bit, right? Because you, as you said, like, you know, you’ve built this platform. It’s called Smoke Ladder, which I thought was a really clever name. It’s, you like to describe it as, like, your favorite SEO (Search Engine Optimization) tool, but for brand research and analysis. So I would say, like, walk us through how somebody would use this platform, like, whether they be a marketer that’s already been like in the industry for years, or is starting out, or somebody working at a brand or marketing agency, and how does the platform address these challenges or questions that people have regarding brand strategy, analysis and research? Clay Ostrom 03:49 Yeah, yeah. I use that analogy of the SEO thing, just because, especially early on, I was trying to figure out the best way to describe it to someone who hasn’t seen it before. I feel like it’s a, I’m not going to fall into the trap of saying, this is the only product like this, but it has its own unique twists with what it can do. And I felt like SEO tools are something everybody has touched at one point or another. So I was using this analogy of, it’s like the s, you know, Semrush of positioning and messaging or Ahrefs, depending on your if you’re a Coke or Pepsi person. But I always felt like that was just a quick way to give a little idea of the fact that it’s both about analyzing your own brand, but it’s also about competitive analysis and being able to see what’s going on in the market or in your landscape, and looking specifically at what your competitors are doing and what their strengths and weaknesses are. So does that resonate with you in terms of, like, a shorthand way, I will say, I don’t. I don’t say that. It’s super explicitly on the website, but it’s been in conversation. Christian Klepp 05:02 No, absolutely, absolutely, that resonated with me. The only part that didn’t resonate with me is that I’m neither a coke or a Pepsi person. I’m more of a ginger ale type of guy. I digress. But yeah, let’s what don’t you share your screen, and let’s walk through this, right? Like, okay, if a marketing person were like, use the platform to do some research on, perhaps that marketers, like own company and the competitors as well, right? Like, what would they do? Clay Ostrom 05:32 Yeah, so that’s, that is, like you were saying, there’s, sort of, I guess, a few different personas of people who would potentially use this. And initially I was thinking a little more about both in house, people who, you know, someone who’s working on a specific brand, digging really deep on their own brand, whether they’re, you know, the marketing lead or whatever, maybe they’re the founder, and then this other role of agency owners, or people who work at an agency where they are constantly having to look at new brands, new categories, and quickly get up to speed on what those brands are doing and what’s the competitive space look like, you know, for that brand. And that’s something that, if you work at an agency, which obviously we both have our own agencies, we do this stuff weekly. I mean, every time a new lead comes in, we have to quickly get up to speed and understand something about what they do. And one of the big gaps that I found, and I’d be curious to kind of hear your thoughts on this, but I’ve had a lot of conversations with other agency owners, and I think one of the biggest gaps is often that brands are just not always that great at explaining their own brand or positioning or differentiation to you, and sometimes they have some documentation around it, but a lot of times they don’t. A lot of it’s word of mouth, and that makes it really hard to do work for them. If whatever you’re doing for them, whether that’s maybe you are working on SEO or maybe you’re working on paid ads or social or content, you have to know what the brand is doing and kind of what they’re again, what their strengths and weaknesses are, so that you can talk about that. I mean, do you come across that a lot in your work? Christian Klepp 07:33 How do I say this without offending anybody? I find, I mean jokes aside, I find, more often than not, in the especially in the B2B space, which is an area that I operate in, I find 888 point five times out of 10. We are dealing with companies that have a they, have a very rude, rudimentary, like, framework of something that remotely resembles some form of branding. And I know that was a very long winded answer, but it’s kind of sort of there, but not really, if you know what I mean. Clay Ostrom 08:17 Yeah. Christian Klepp 08:17 And there have been other extreme cases where they’ve got the logo and the website, and that’s as far as their branding goals. And I would say that had they had all these, this discipline, like branding system and structure in place, then people like maybe people like you and I will be out on a job, right and it’s something, and I’m sure you’ve come across this, and we’ll probably dig into this later, but like you, it’s something I’ve come across several times, especially in the B2B space, where branding is not taken seriously until it becomes serious. I know that sounds super ironic, right, but, and it’s to the point of this platform, right, which we’re going to dig into in a second, but it’s, it’s things, for instance, positioning right, like, are you? Are you, in fact, strategically positioned against competitors? Is your messaging resonating with, I would imagine, especially in the B2B context, with the multiple group target groups that you have, or that your company is, is going after? Right? Is that resonating, or is this all like something that I call the internal high five? You’ve this has all been developed to please internal stakeholders and and then you take it to market, and it just does not, it just does not resonate with the target audience at all. Right? So there’s such a complex plethora of challenges here, right? That people like yourself and like you and I are constantly dealing with, and I think that’s also part of the reason why I would say a platform like this is important, because it helps to not just aggregate data. I mean, certainly it does that too, but it helps. To put things properly, like into perspective at speed. I think that might be, that might be something that you would have talked about later, but it does this at speed, because I think, from my own experience, one of the factors in our world that sometimes works against us is time, right? Clay Ostrom 10:19 No, I totally agree, yeah, and, you know, we’re lucky, I guess would be the word that we are often hired to work on a company strategy with them and help them clarify these things. Christian Klepp 10:33 Absolutely. Clay Ostrom 10:34 There are a million other flavors of agencies out there who are being hired to execute on work for a brand, and not necessarily being brought in to redefine, you know what the brand, you know they’re positioning and their messaging and some of these fundamental things, so they’re kind of stuck with whatever they get. And like you said, a lot of times it’s not much. It might be a logo and a roughly put together website, and maybe not a whole lot else. So, yeah, but I think your other point about speed is that was a huge part of this. I think the market is only accelerating right now, because it’s becoming so much easier to start up new companies and new brands and new products. And now we’ve got vibe coding, so you can technically build a product in a day, maybe launch it the next day, start marketing it, you know, by the weekend. And all of this is creating noise and competition, and it’s all stuff that we have to deal with as marketers. We have to understand the landscape. We’ve got to quickly be able to analyze all these different brands, see where the strengths and weaknesses are and all that stuff. So… Christian Klepp 11:46 Absolutely. Clay Ostrom 11:46 But, yeah, that, I think that the speed piece is a huge part of this for sure. Christian Klepp 11:51 Yeah. So, so we’re okay, so we’re on the I guess this, this will probably be the homepage. So just walk us through what, what a marketing person would do if they want to use this platform, yeah? Clay Ostrom 12:00 So the very first thing you do when you come in, and this was when I initially conceived of this product, one of the things that I really wanted was the ability to have very quick feedback, be able to get analysis for whatever brand you’re looking at, you know, right away to be able to get some kind of, you know, insight or analysis done. So the first thing you can do, and you can do this literally, from the homepage of the website, you can enter in a URL for a brand, come into the product, even before you’ve created an account, you can come in and you can do an initial analysis, so you can put in whatever URL you’re looking at, could be yours, could be a competitor, and run that initial analysis. What we’re looking at here, this is, if you do create an account, this is, this becomes your, as we say, like Home Base, where you can save brands that you’re looking at. You can see your history, all that good stuff. And it just gives you some quick bookmarks so that you can kind of flip back and forth between, maybe it’s your brand, maybe it’s some of the competitors you’re looking at and then it gives you just some quick, kind of high level directional info. And I kind of break it up into these different buckets. Clay Ostrom 13:23 And again, I’d love to kind of hear if this is sort of how you think about it, too. But there’s sort of these different phases when you’re working on a brand. And again, this is sort of from an agency perspective, but you first got the sort of the research and the pitch piece. So this is before maybe you’re even working with them. You’re trying to get an understanding of what they do. Then we have discovery and onboarding, where we’re digging in a little bit deeper. We’re trying to really put together, what does the brand stand for, what are their strengths and weaknesses? And then we have the deeper dive, the strategy and differentiation. And this is where we’re really going in and getting more granular with the specific value points that they offer, doing some of that messaging analysis, finding, finding some of the gaps of the things that they’re talking about or not talking about, and going in deeper. So it kind of break it up into these buckets, based on my experience of how we engage with clients. Does that? Does that make sense to you, like, does that? Christian Klepp 14:28 It does make sense, I think. But what could be helpful for the audience is because this, this almost looks like it’s a pre cooked meal. All right, so what do we do we try another I mean, I think you use Slack for the analysis. Why don’t we use another brand, and then just pop it into that analysis field, and then see what it comes out with. Clay Ostrom 14:51 So the nice thing about this is, if you are looking at a brand that’s been analyzed, you’re going to get the data up really quickly. It’ll be basically pop up instantly. But you can analyze a brand from scratch as well. Just takes about a minute or so, basically, to kind of do some of the analysis. So for the sake of a demo, it’s a little easier just to kind of look at something that we’ve got in there. But if it’s a brand that you know, maybe you’re looking at a competitor for one of your brands, you know, there’s a good chance, because we’ve got about 6000 brands that we’ve analyzed in here, that there’s a good chance there’ll be some info on them. But so this is pipe drive. So whoever’s not familiar Pipedrive is, you know, it’s a CRM (Customer Relationship Management), it’s, it’s basically, you know, it’s a lighter version of a HubSpot or Salesforce basically track deals and opportunities for business, but this so I flipped over. I don’t know if it was clear there, but I flipped over to this brand brief tab. And this is where we we get, essentially, a high level view of some key points about the brand and and I think about this as this would be something that you would potentially share with a client if you were, you know, working with them and you wanted to review the brand with them and make sure that your analysis is on point, but you’ll see it’s kind of giving you some positioning scores, where you rank from a category perspective, message clarity, and then we’ve got things like a quick overview, positioning summary, who their target persona is, in this case, sales manager, sales operation lead, and some different value points. And then it starts to get a little more granular. We get into like key competitors, Challenger brands. We do a little SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis, and then maybe one of the more important parts is some of these action items. So what do we do with this? Yeah, and obviously, these are, these are starting points. This is not, it’s not going to come in and, you know, instantly be able to tell you strategically, exactly what to do, but it’s going to give you some ideas of based on the things we’ve seen. Here are some reasonable points that you might want to be looking at to, you know, improve the brand. Make it make it stronger. Christian Klepp 17:13 Gotcha. Gotcha. Now, this is all great clay, but like, I think, for the benefit of the audience, can we scroll back up, please. And let’s just walk through these one by one, because I think it’s important for the audience/potential future users,/ customers of Smoke Ladder, right? To understand, to understand this analysis in greater depth, and also, like, specifically, like, let’s start with a positioning score right, like, out of 100 like, what is this? What is this based on? And how was this analyzed? Let’s start with that. Clay Ostrom 17:48 Yeah, and this is where the platform really started. And I’m going to actually jump over to the positioning tab, because this will give us the all the detail around this particular feature. But this is, this was where I began the product this. I kind of think of this as being, in many ways, sort of the heart and soul of it. And when I mentioned earlier about this being based on our own work and frameworks and how we approach this, this is very much the case with this. This is, you know, the approach we use with the product is exactly how we work with clients when we’re evaluating their positioning. And it’s, it’s basically, it’s built off a series of scores. And what we have here are 24 different points of business value, which, if we zoom in just a little bit down here, we can see things like reducing risk, vision, lowering cost, variety, expertise, stability, etc. So there’s 24 of these that we look at, and it’s meant to be a way that we can look across different brands and compare and contrast them. So it’s creating, like, a consistent way of looking at brands, even if they’re not in the same category, or, you know, have slightly different operating models, etc. But what we do is we go in and we score every brand on each of these 24 points. And if we scroll down here a little bit, we can see the point of value, the exact score they got, the category average, so how it compares against, you know, all the other brands we’ve analyzed, and then a little bit of qualitative information about why they got the score. Christian Klepp 19:27 Sorry, Clay, Can I just jump in for a second so these, these attributes, or these key values that you had in the graph at the top right, like, are these consistent throughout regardless of what brand is being analyzed, or the least change. Clay Ostrom 19:42 It’s consistent. Christian Klepp 19:43 Consistent? Clay Ostrom 19:44 Yeah, and that was one of the sort of strategic decisions we had to make with the product. Was, you know, there’s a, maybe another version of this, where you do different points depending on maybe the category, or, you know, things like that. But I wanted to do it consistent because, again, it allows us to look at every brand through the same lens. It doesn’t mean that every brand you know there are certain points of value that just aren’t maybe relevant for a particular brand, and that’s fine, they just won’t score as highly in those but at least it gives us a consistent way to look at so when you’re looking at 10 different competitors, you know you’ve got a consistent way to look at them together,. Christian Klepp 20:26 Right, right, right. Okay, okay, all right, thanks for that. Now let’s go down to the next section there, where you’ve got, like this table with like four different columns here. So you mentioned that these are being scored against other brands in their category. Like, can you share it with the audience? Like, how many other brands are being analyzed here? Clay Ostrom 20:51 Yeah, well, it depends on the category. So again, we’ve got six, you know, heading towards 7000 brands that we’ve analyzed collectively. Each category varies a little bit, but, you know, some categories, we have more brands than others. But what this allows us to do is, again, to quickly look at this and say, okay, for pipe drive, a big focus for pipe drive is organization, simplification. You know, one of their big value props is we’re an easier tool to use than Salesforce or HubSpot. You can get up to speed really quickly. You don’t have all the setup and configurations and all that kind of stuff. So this is showing us that, yes, like their messaging, their content, their brand, does, in fact, do a good job of making it clear that simplicity is a big part of pipe drive’s message. And they do that by talking about it a lot in their messaging, having case studies, having testimonials, all these things that support it. And that’s how we come up with these scores. Is by saying, like the brand emphasizes these points well, they talk about it clearly, and that’s what we base it on. Christian Klepp 22:04 Okay, okay. Clay Ostrom 22:06 But as you come, I was just gonna say as you come down here, you can see, so the green basically means that they score well above average for that particular point. Yellow is, you know, kind of right around average, or maybe slightly above, and then red means that they’re below average for that particular point. So for example, like variety of tools, they don’t emphasize that as much with pipe drive, maybe compared to, again, like a Salesforce or a HubSpot that has a gazillion tools, pipe drive, that’s not a big focus for them. So they don’t score as highly there, but you can kind of just get a quick view of, okay, here are the things that they’re really strong with, and here are the things that maybe they’re, you know, kind of weak or below average. Christian Klepp 22:58 Yeah, yeah. Well, that’s certainly interesting, because I, you know, I’ve, I’ve used the, I’ve used the platform for analyzing some of my clients, competitor brands. And, you know, when I’m looking at this, like analysis with the scoring, with the scoring sheet, it, I think it will also be interesting perhaps in future, because you’ve got a very detailed breakdown of, okay, the factors and how they’re scored, and what the brand value analysis is also, because, again, in the interest of speed and time, it’d be great if the platform can also churn out maybe a one to two sentence like, summary of what is this data telling us, right? Because I’m thinking back to my early days as a product manager, and we would spend hours, like back then on Excel spreadsheets. I’m dating myself a little bit here, but um, and coming up with this analysis and charts, but presenting that to senior management, all they wanted to know was the one to two sentence summary of like, come on. What are you telling me with all these charts, like, what is the data telling you that we need to know? Right? Clay Ostrom 24:07 I know it’s so funny. We again, as strategists and researchers, we love to nerd out about the granular details, but you’re right. When you’re talking to a leader at a business, it does come down to like, okay, great. What do we do? And so, and I flipped back over to slacks. I knew I had already generated this but, but we’re still in the positioning section here, but we have this get insights feature. So basically it will look at all those scores and give you kind of, I think, similar to what you’re describing. Like, here’s three takeaways from what we’re seeing. Okay, okay, great, yeah, so we don’t want to leave you totally on your own to have to figure it all out. We’ll give you, give you a little helping hand. Christian Klepp 24:53 Yeah. You don’t want to be like in those western movies, you’re on your own kid. Clay Ostrom 24:59 Yeah. We try not to strand you again. There’s a lot of data here. I think that’s one of the strengths and and challenges with the platform, is that we try to give you a lot of data. And for some people, you may not want to have to sift through all of it. You might want just sort of give me the three points here. Christian Klepp 25:19 Absolutely, absolutely. And at the very least they can start pointing you in the right direction, and then you could be, you could then, like, through your own initiative, and perhaps dig a little bit deeper and perhaps find some other insights that may be, may be relevant, right? Clay Ostrom 25:35 Totally. Christian Klepp 25:36 Hey, it’s Christian Klepp here. We’ll get back to the episode in a second. But first, I’d like to tell you about a new series that we’re launching on our show. As the B2B landscape evolves, marketers need to adapt and leverage the latest marketing tools and software to become more efficient. Enter B2B Marketers on a Mission Marketing Demo Lab where experts discuss the latest tools and software that empower you to become a better B2B marketer. Tune in as we chat with product experts. Provide unbiased product reviews, give advice and deliver insights into real world applications and actionable tips on tools and technologies for B2B marketing. Subscribe to the Marketing Demo Lab, YouTube channel and B2B Marketers on a Mission, on Apple podcasts, Spotify, or wherever you get your favorite podcasts. Christian Klepp 26:21 All right. Now, back to the show, if we can, if we could jump back, sorry, to the, I think it was the brand brief, right? Like, where we where we started out, and I said, let’s, let’s dig deeper. Okay, so then, then we have, okay, so we talked about positioning score. Now we’re moving on to category rank and message clarity score. What does that look like? Clay Ostrom 26:41 Yeah. So the category rank is, it’s literally just looking at the positioning score that you’ve gotten for the brand and then telling you within this category, where do you sort of fall in the ranking, essentially, or, like, you know, how do we, you know, for comparing the score against all the competitors, where do you fall? So you can see, with Slack, they’re right in the middle. And it’s interesting, because with a product like Slack, even though we all now know what slack is and what it does and everything. Christian Klepp 27:18 Yeah. Clay Ostrom 27:19 The actual messaging and content that they have now, I think maybe doesn’t do as good of a job as it maybe did once upon a time, and it’s gotten as products grow and brands grow, they tend to get more vague, a little more broad with what they talk about, and that kind of leads to softer positioning. So that’s sort of what we’re seeing reflected here. And then the third score is the message clarity score, which we can jump into, like, a whole different piece. Christian Klepp 27:48 Four on a tennis not a very high score, right? Clay Ostrom 27:52 Yeah. And again, I think it’s a product, of, we can kind of jump into that section. Christian Klepp 27:57 Yeah, let’s do that, yeah. Clay Ostrom 27:59 But it’s, again, a product, I think of Slack being now a very mature product that is has gotten sort of a little vague, maybe a little broader, with their messaging. But the message clarity score, we basically have kind of two parts to this on the left hand side are some insights that we gather based on the messaging. So what’s your category, quick synopsis of the product. But then we also do some things, like… Christian Klepp 28:33 Confusing part the most confusing. Clay Ostrom 28:36 Honestly to me, as I get I’d love to hear your experience with this, but coming into a new brand, this is sometimes one of the most enlightening parts, because it shows me quickly where some gaps in what we’re talking about, and in this case, just kind of hits on what we were just saying a minute ago. Of the messaging is overloaded with generic productivity buzzwords, fails to clearly differentiate how Slack is better than email or similar tools, etc. But also, this is another one that I really like, and I use this all the time, which is the casual description. So rather than this technical garbage jargon, you know, speak, just give me. Give it to me in plain English, like we’re just chatting. And so this description of it’s a workplace chat app for teams to message, collaborate, share files. Like, okay, cool. Like, yeah, you know, I get it. Yeah, I already know what slack is. But if I didn’t, that would tell me pretty well. Christian Klepp 29:33 Absolutely, yeah, yeah. No, my experience with this is has been, you know, you and I have been in the branding space for a while. So for the trained eye, when you look at messaging, you’ll know if it’s good or not, right. And we come I mean, I’m sure you do the same clay, but I also come to my own like conclusions based on experience of like, okay, so why do I think that that’s good messaging, or why do I think that that’s confusing messaging? Or it falls short, and why and how can that be improved? But it’s always good to have validation with either with platforms like this, where you have a you have AI, or you have, you have a software that you can use that analyzes, like, for example, like the messaging on a website, and it dissects that and says, Well, okay, so this is what they’re getting, right? So there’s a scoring for that, so it’s in the green, and then this is, this is where it gets confusing, right? So even you run that through, you run that through the machine, and the machine analyzes it as like, Okay, we can’t clearly, clearly define what it is they’re doing based on the messaging, right? And for me, that’s always a it’s good. It’s almost like getting a second doctor’s opinion, right? And then you go, Aha. So I we’ve identified the symptoms now. So let’s find the penicillin, right? Like, let’s find the remedy for this, right? Clay Ostrom 30:56 Yeah, well, and I like what you said there, because part of the value, I think, with this is it’s an objective perspective on the brand, so it doesn’t have any baggage. It’s coming in with fresh eyes, the same way a new customer would come into your website, where they don’t know really much about you, and they have to just take what you’re giving at face value about what you present. And we as people working on brands get completely blinded around what’s actually working, what’s being communicated. There’s so much that we take for granted about what we already know about the brand. And this comes in and just says, Okay, I’m just, I’m just taking what you give me, and I’m going to tell you what I see, and I see some gaps around some of these things. You know, I don’t have the benefit of sitting in your weekly stand up meeting and hearing all the descriptions of what you’re actually doing. Christian Klepp 31:59 I’m sorry to jump in. I’m interested to know, like, just, just based on what we’ve been reviewing so far, like, what has your experience been showing this kind of analysis to clients, and how do they respond to some of this data, for example, that you know, you’re walking us through right now? Clay Ostrom 32:18 Yeah, I think it’s been interesting. Honestly, I think it can sometimes feel harsh. And I think again, as someone who’s both run an agency and also built worked on brands, we get attached to our work on an emotional level. Christian Klepp 32:42 Absolutely. Clay Ostrom 32:42 Even if we think about it as, you know, this is just work, and it’s, you know, whatever, we still build up connections with our work and we want it to be good. And so I think there’s sometimes a little bit of a feeling of wow, like that’s harsh, or I would have expected or thought we would have done better or scored better in certain areas, but that is almost always followed up with but I’m so glad to know where, where we’re struggling, because now I can fix it. I can actually know what to focus on to fix, and that, to me, is what it’s all about, is, yes, there’s a little bit of feelings attached to some of these things, maybe, but at the end of the day, we really want it to be good. We want it to be clear. We don’t want to be a 4 out of 10. We want to be a 10 out of 10. And what specifically do we need to do to get there? And that’s really what we’re trying to reveal with this. So I think, you know, everybody’s a little different, but I would say the reactions are typically a mix of that. It’s like, maybe an ouch, but a Oh, good. Let’s work on it. Christian Klepp 33:55 Absolutely, absolutely. Okay. So we’ve got brand summary, we’ve got fundamentals, then quality of messaging is the other part of it, right? Clay Ostrom 34:02 So, yeah, so this, this is, this is where the actual 4 out of 10 comes. We have these 10 points that we look at and we say, Okay, are you communicating these things clearly? Are you communicating who your target customer is, your category, your offering, where you’re differentiated benefits? Do you have any kind of concrete claim about what you do to support you know what you’re what you’re selling? Is the messaging engaging? Is it concise? You’ll see here a 7% on concise. That’s basically telling us that virtually no brands do a good job of being concise. Only about 7% get a green check mark on this, and kind of similar with the jargon and the vague words big struggle points with almost every brand. Christian Klepp 34:55 Streamline collaboration. Clay Ostrom 34:58 So we can see here with Slack. You know some of the jargon we got, KPIs (Key Performance Indicators), MQLs (Marketing Qualified Lead), if you’re in the space, you could argue like, oh, I kind of know what those things are. But depending on your role, you may not always know. In something like Salesforce marketing cloud, unless you’re a real Salesforce nerd, you probably have no idea what that is. But again, it’s just a way to quickly identify some of those weak points, things that we could improve to make our message more clear. Christian Klepp 35:27 Yes, yes. Okay, so that was the messaging analysis correct? Clay Ostrom 35:33 Yeah. Christian Klepp 35:33 Yeah. Okay. So what else have we got? Clay Ostrom 35:36 Yeah, so I think one other thing we could look at just for a sec, is differentiation, and this is this kind of plays off of what we looked at a minute ago with the positioning scores. But this is a way for us to look head to head with two different brands. So in this case, we’ve got Slack in the red and we’ve got Discord in the greenish blue. And I think of these, these patterns, as sort of the fingerprint of your brand. So where you Where are you strong? Where are you weak? And if we can overlay those two fingerprints on top of each other, we can see, where do we have advantages, and where does our competitor have advantages? So if we come down, we can sort of see, and this is again, for the nerds like me, to be able to come in and go deep, do kind of a deep dive on specifically, why did, why does Discord score better than Slack in certain areas. And at the bottom here we can see a kind of a quick summary. So slack is stronger in simplification, saving time, Discord has some better messaging around generating revenue, lowering costs, marketability. But again, this gives us a way to think about what are the things we want to double down on? So what do we want to actually be known for in the market? Because we can’t be known for everything. You know, buyers can maybe only remember a couple things about us. What are those couple things where we’re really strong, where we really stand out, and we’ve got some separation from the competitors. Christian Klepp 37:18 Right, okay, okay, just maybe we take a step back here, because I think this is great. It’s very detailed. It gets a bit granular, but I think it’s also going back to a conversation that you and I had previously about, like, Okay, why is it so important to be armed with this knowledge, especially if you’re in the marketing role, or perhaps even an agency talking to a potential client going in there already armed with the information about their competitors. And we were talking about this being a kind of like a trust building mechanism, right? For lack of a better description, right? Clay Ostrom 38:03 Yeah, I think to me, what I like about this, and again, this does come out of 10 years of doing work, this kind of work with clients as well, is it’s so easy to fall into a space of soft descriptions around things like positioning and just sort of using vague, you know, wordings or descriptions, and when you can actually put a number on it, which, again, it’s subjective. This isn’t. This isn’t an objective metric, but it’s a way for us to compare and contrast. It allows us to have much more productive conversations with clients, where we can say we looked at your brand, we we what based on our analysis, we see that you’re scoring a 10 and a 9 on simplicity and organization, for example. Is that accurate to you like do you think that’s what you all are emphasizing the most? Does that? Does that resonate and at the same time, we can say, but your competitors are really focused on there. They have a strong, strong message around generating revenue and lowering costs for their customers. Right now, you’re not really talking about that. Is that accurate? Is that like, what you is that strategically, is that what you think you should be doing so really quickly, I’ve now framed a conversation that could have been very loose and kind of, you know, well, what do you think your strategy is about? What do you know? And instead, I can say, we see you being strong in these three points. We see your competitors being strong in these three points. What do you think about that? And I think that kind of clarity just makes the work so much more productive with clients, or just again, working on your own brand internally. So what do you think about that kind of perspective? Christian Klepp 40:08 Yeah, no, no, I definitely agree with that. It’s always and I’ve been that type of person anyway that you know you go into a especially with somebody that hasn’t quite become a client yet, right? One of the most important things is also, how should I put this? Certainly the trust building part of it needs to be there. The other part is definitely a demonstration of competence and ability, but it’s also that you’ve been proactive and done your homework, versus like, Okay, I’m I’m just here as an order taker, right? And let’s just tell me what to do, and I’ll do it right? A lot and especially, I think this has been a trend for a long time already, but a lot of the clients that I’ve worked with now in the past, they want to, they’re looking for a partner that’s not just thinking with them, it’s someone that’s thinking ahead of them. And this type of work, you know what we’re seeing here on screen, this is the type of work that I would consider thinking ahead of them, right? Clay Ostrom 41:18 No, I agree. I think you framed that really well. Of we’re trying to build trust, because if we’re going to make any kind of recommendations around a change or a shift, they have to believe that we know what we’re talking about, that we’re competent, that we’ve done the work. And I think I agree with you. I think like this, it’s kind of funny, like we all, I think, on some base level, are attracted to numbers and scores. It just gives us something to latch on to. But I think it also, like you said, it gives you a feeling that you’ve done your work, that you’ve done your homework, you’ve studied, you’ve you’ve done some analysis that they themselves may have never done on this level. And that’s a big value. Christian Klepp 42:08 Yes, and a big part of the reason just to, just to build on what you said, a big part of the reason why they haven’t done this type of work is because it’s not so much. The cost is certainly one part of it, but it’s the time, it’s a time factor and the resource and the effort that needs to be put into it. Because, you know, like, tell me if you’ve never heard this one before, but there are some, there are some companies that we’ve been working with that don’t actually have a clearly, like, you know, a clear document on who their their target personas are, yeah, or their or their ICPs, never mind the buyer’s journey map. They don’t, they don’t even have the personas mapped out, right? Clay Ostrom 42:52 100% Yeah, it’s, and it’s, I think you’re right. It’s, it’s a mix of time and it’s a mix of just experience where, if you are internal with a brand, you don’t do this kind of work all the time. You might do it at the beginning. Maybe you do a check in every once in a while, but you need someone who’s done this a lot with a lot of different brands so that they can give you guidance through this kind of framework. But so it’s, you know, so some of it is a mix of, you know, we don’t have the time always to dig in like this. But some of it is we don’t even know how to do it, even if we did have the time. So it’s hopefully giving, again, providing some different frameworks and different ways of looking at it. Christian Klepp 43:41 Absolutely, absolutely. So okay, so we’ve gone through. What is it now, the competitor comparison. What else does the platform provide us that the listeners and the audience should be paying attention to here? Clay Ostrom 43:55 So I’ll show you two more quick things. So one is this message building section. So this is… Christian Klepp 44:03 Are you trying to put me out of a job here Clay? Clay Ostrom 44:07 Well, I’ll say this. So far in my experience with this, it’s not going to put us out of a job, but it is going to hopefully make our job easier and better. It’s going to make us better at the work we do. And that’s really, I think that’s, I think that’s kind of, most people’s impression of AI at this point is that it’s not quite there to replace us, but it’s sure, certainly can enhance what we do. Christian Klepp 44:36 Yeah, you’ll excuse me, I couldn’t help but throw that one out. Clay Ostrom 44:38 Yeah, I know, trust me, I’m this. It’s like I’m building a product that, in a sense, is undercutting, you know, the work that I do. So it is kind of a weird thing, but this message building section, which is a new part of the platform. It will come in, and you can see on the right hand side. And there’s sort of a quick summary of all these different elements that we’ve already analyzed. And then it’s going to give you some generated copy ideas, including, if I zoom in a little bit here, we’ve got an eyebrow category. This is again for Slack. It’s giving us a headline idea, stay informed without endless emails. Sub headline call to action, three challenges that your customers are facing, and then three points about your solution that help address those for customers. So it’s certainly not writing all of your copy for you, but if you’re starting from scratch, or you’re working on something new, or even if you’re trying to refresh a brand. I think this can be helpful to give you some messaging that’s hopefully clear. That’s something that I think a lot of messaging misses, especially in B2B, it’s, it’s not always super clear, like what you even do. Christian Klepp 45:56 Don’t get me started. Clay Ostrom 45:59 So hopefully it’s clear. It’s, you know, again, it’s giving you some different ideas. And that you’ll see down here at the bottom, you can, you can iterate on this. So we’ve got several versions. You can actually come in and, you know, you can edit it yourself. So if you say, like, well, I like that, but not quite that, you know, I can, you know, get my human touch on it as well. But yeah, so it’s a place to iterate on message. Christian Klepp 46:25 You can kind of look at it like, let’s say, if you’re writing a blog article, and this will give you the outline, right? Yeah. And then most of the AI that I’ve worked with to generate outlines, they’re not quite there. But again, if you’re starting from zero and you want to go from zero to 100 Well, that’ll, that’ll at least get you to 40 or 50, right? But I’m curious to know, because we’re looking at this now, and I think this, I mean, for me, this is, this is fascinating, but, like, maybe, maybe this will be part of your next iteration. But will this, will this generate messaging that’s already SEO optimized. Clay Ostrom 47:02 You know, it’s not specifically geared towards that, but I would say that it ends up being maybe more optimized than a lot of other messaging because it puts such an emphasis on clarity, it naturally includes words and phrases that I think are commonly used in the space more so than you know, maybe just kind of typical off the shelf Big B2B messaging, Christian Klepp 47:27 Gotcha. I had a question on the target persona that you’ve got here on screen, right? So how does the platform generate the information that will then populate that field because, and when I’m just trying to think about like, you know, because I’ve been, I’ve been in the space for as long as you have, and the way that I’ve generated target personas in the past was not by making a wild guess about, like, you know, looking at the brand’s website. It’s like having conducting deep customer research and listening to hours and hours of recordings, and from there, generating a persona. And this has done it in seconds. So… Clay Ostrom 48:09 Yeah, it’s so the way the system works in a couple different layers. So it does an initial analysis, where it does positioning, messaging analysis and category analysis, then you can generate the persona on top of that. So it takes all the learnings that it got from the category, from the product, from your messaging, and then develops a persona around that. And it’s, of course, able to also pull in, you know, the AI is able to reference things that it knows about the space in general. But I have found, and this is true. I was just having a conversation with someone who works on a very niche brand for a very specific audience, and I was showing him what it had output. And I said, Tell me, like, Don’t hold back. Like, is this accurate? He said, Yeah, this is, like, shockingly accurate for you know, how we view our target customer. So I think it’s pretty good. It’s not again, not going to be perfect. You’re going to need to do some work, and you still got to do the research, but, but, yeah. Christian Klepp 49:13 Okay, fantastic, fantastic. How do, I guess there’s the option, I see it there, like, download the PDF. So anything that’s analyzed on the platform can then be exported in a PDF format, right? Like, like, into a report. Clay Ostrom 49:28 Yeah, right now you can export the messaging analysis, or, sorry, the the messaging ideation that you’ve done, and then in the brand brief you can also, you can download a PDF of the brand brief as well. So, those are the two main areas. I’m still working on some additional exports of data so that people can pull it into a spreadsheet and do some other stuff with it. Christian Klepp 49:49 Fantastic, fantastic. That’s awesome, Clay. I’ve got a couple more questions before I let you go. But this has been, this has been amazing, right? Like and I really hope that whoever’s in the one listening and, most importantly, watching this, I hope that you really do consider like, you know, taking this for a test drive, right? How many I might have asked you this before, because, you know, I am somebody that does use, you know, that does a lot of this type of research. But how much time would you say companies would save by using Smoke Ladder? Clay Ostrom 50:24 It’s a good question. I feel like I’m starting to get some feedback around that with from our users, but I mean, for me personally, I would typically spend an hour or two just to get kind of up to speed initially, with a brand and kind of look at some of their competitors. If I’m doing a deep dive, though, if I’m actually doing some of the deeper research work, it could be several hours per client. So I don’t know. On a given week, it might depend on how many clients you’re talking to. Could be anywhere from a few hours to 10 hours or more, depending on how much work you’re doing. But, yeah, I think it’s a decent amount. Christian Klepp 51:07 Absolutely, absolutely. I mean, this definitely does look like a time saver. Here comes my favorite question, which you’re gonna look at me like, Okay, I gotta, I gotta. Clay Ostrom 51:17 Now bring it on. Let’s go. Christian Klepp 51:22 Folks that are not familiar with Smoke Ladder are gonna look at this, um, and before they actually, um, take it upon themselves to, like, watch, hopefully, watch this video on our channel. Um, they’re gonna look at that and ask themselves, Well, what is it that Smoke Ladder does that? You know that other AI couldn’t do, right, like, so I guess what I’m trying to say is, like, Okay, why would they use? How does the platform differ from something like ChatGPT, Perplexity or Claude, right? To run a brand analysis? Clay Ostrom 52:00 Yeah, no, I think it’s a great question. I think it’s sort of the it’s going to be the eternal AI question for every product that has an AI component. And I would say to me, it’s three things. So one is the data, which we talked about, and I didn’t show you this earlier, but there is a search capability in here to go through our full archive of all the brands we’ve analyzed, and again, we’ve analyzed over 6000 brands. So the data piece is really important here, because it means we’re not just giving you insights and analysis based on the brand that you’re looking at now, but we can compare and contrast against all the other brands that we’ve looked at in the space, and that’s something that you’re not going to get by just using some off the shelf standard LLM (Large Language Model) and doing some, you know, some quick prompts with that. The next one, I think, to me that’s important is it’s the point of view of the product and the brand. Like I said, this is built off of 10 plus years of doing positioning and messaging work in the space. So you’re getting to tap into that expertise and that approach of how we do things and building frameworks that make this work easier and more productive that you wouldn’t get, or you wouldn’t know, just on your own. And then the last one, the last point, which is sort of the kind of like the generic software answer, is you get a visual interface for this stuff. It’s the difference between using QuickBooks versus a spreadsheet. You can do a lot of the same stuff that you do in QuickBooks and a spreadsheet, but wouldn’t you rather have a nice interface and some easy buttons to click that make your job way, way easier and do a lot of the work for you and also be able to present it in a way that’s digestible and something you could share with clients? So the visual component in the UI is sort of that last piece. Christian Klepp 54:01 Absolutely. I mean, it’s almost like UX and UI one on one. That’s, that’s pretty much like a big part of, I think what it is you’re trying to build here, right? Clay Ostrom 54:13 Yeah, exactly. It’s just it’s making all of those things that you might do in an LLM just way, way easier. You know, you basically come in, put in your URL and click a button, and you’re getting access to all the data and all the insights and all this stuff so. Christian Klepp 54:29 Absolutely, absolutely okay. And as we wrap this up, this has been a fantastic conversation, by the way, how can the audience start using Smoke Ladder, and how can they get in touch with you if they have questions, and hopefully good questions. Clay Ostrom 54:47 Yeah, so you can, if you go to https://smokeladder.com/ you can, you can try it out. Like I said, you can basically go to the homepage, put in a URL and get started. You don’t even have to create an account to do the initial analysis. But you can create FREE account. You can dig in and see, you know, play around with all the features, and if you use it more, you know, we give you a little bit of a trial period. And if you use it beyond that, then you can pay and continue to use it, but, but you can get a really good flavor of it for free. Christian Klepp 55:16 Fantastic, fantastic. Oh, last question, because, you know, it’s looking me right in the face now, industry categories. How many? How many categories can be analyzed on the platform? Clay Ostrom 55:26 Yeah, yeah. So right now, we have 23 categories in the system currently, which sounds like a lot, but when you start to dig into especially B2B, it’s we will be evolving that and continuing to add more, but currently, there’s 23 different categories of businesses in there. Christian Klepp 55:46 All right, fantastic, fantastic. Clay, man. This has been so awesome. Thank you so much for your time and for your patience and walking us through this, this incredible platform that you’ve built and continue to build. And you know, I’m excited to continue using this as it evolves. Clay Ostrom 56:06 Thank you. Yeah, no. Thanks so much. And you know, if anybody, you know, anybody who tries it out, tests it out, please feel free to reach out. We have, you know, contact info on there. You can also hit me up on LinkedIn. I spend a lot of time there, but I would love feedback, love getting notes, love hearing what’s working, what’s not, all those things. So yeah, anytime I’m always open. Christian Klepp 56:30 All right, fantastic. Once again, Clay, thanks for your time. Take care, stay safe and talk to you soon. Clay Ostrom 56:36 Thanks so much. Talk to you soon. Christian Klepp 56:37 All right. Bye for now.
Sheldon Kimber is CEO and Founder of Intersect, a provider of power solutions to the industries of tomorrow. In his prior role as COO of Recurrent Energy, he led the company's development, origination, EPC, and operations activities globally and helped lead its expansion from a five person start-up to a leading, utility-scale developer, eventually delivering 2GW of COD. Sheldon joined Recurrent Energy in 2007 having previously worked at Calpine, Goldman Sachs, and Accenture. He holds a BA from Kenyon College and an MBA from UC Berkeley Haas School of Business, where he taught project finance for almost 10 years. Top 3 Value Bombs 1. Choose investors for alignment, not valuation. The right partners share your vision and support your governance. 2. Curiosity drives innovation. A culture of 'why not?' opens new pathways to scale and resilience. 3. Earn your edge through experience. Success comes from putting in the reps, learning the system, and then building something better. Check out the website to find Sheldon's blog and contact info. They are hiring across multiple roles - Intersect Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
Jack Ray Gayoso is Franchise Owner at Lamyani Calapan.Lamyani is your go-to spot in Calapan for mouthwatering lechon manok & liempo! Passionately serving flavourful, juicy meals that bring friends & families together. Quality, taste, and good vibes—every time. Lamyani is the first Cebu Lechon restaurant in Calapan City! Find them at Macasaet Bldg., Roxas Drive, Guinobatan 5200 Calapan, Philippines.This episode is recorded live at Tubo Wine Resto Bar in Calapan City, Oriental Mindoro. This episode is in partnership with plip.ph Connected Communities.In this episode:00:00 Introduction01:39 Ano ang Lamyani Calapan?04:29 What problem is being solved? 11:07 What solution is being provided? 19:47 What are stories behind the startup? 42:48 What is the vision? 47:41 How can listeners find more information?LAMYANI CALAPANFacebook: https://facebook.com/profile.php?id=61579165823285TUBO WINE RESTO BARFacebook: https://facebook.com/tubowinerestobarPLIP.PHWebsite: http://plip.phFacebook: https://facebook.com/plip.phTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaWunderbrand: https://wunderbrand.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple Podcasts | FacebookPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
This week, we're talking about something every hospitality person knows all too well: pain.Back pain. Neck pain. Shoulder pain. “I've been on my feet for 14 hours” pain. But what if… most of it isn't actually coming from your body?Enter Gemma McFall (Gemma McFall – Pain Reprocessing Therapist)— Chronic Pain Recovery Coach, former hotel HR leader, Disney alum, and the only person whose first hospitality shift involved covering herself in six bowls of soup.A true industry baptism.
Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Jarrod Adam is Head of Production & Distribution at The Access Group Explore how Unleashed helps small businesses thrive through AI-driven inventory management, smarter tools, and actionable data that streamline operations and empower strategic growth. Summary Today I'm speaking with Jarrod Adam, Head of Production & Distribution at The Access Group. In this episode, we talk about . . . how Unleashed empowers small businesses with actionable data, AI-powered tools, and integrated inventory solutions. Introduction to Jarrod Adam and his background in product management The story behind Unleashed and its acquisition by The Access Group Overview of the inventory and warehouse management landscape for SMBs Unleashed's value proposition for small businesses and advisors When and why to move from basic inventory in GL systems to dedicated inventory tools Implementation approach and onboarding process at Unleashed Unleashed's ecosystem: integrations with Xero, QuickBooks, Shopify, Amazon & more Evolving supply chain issues post-COVID and solutions like Advanced Inventory Manager (AIM) AI in Unleashed: Evo copilot, AI feed, and intelligent agents Partner Portal for accountants and bookkeepers – real-time client access Use of operational data for advisory services The Unleashed Manufacturing Health Index – valuable for advisory insights Discussion around the manufacturing “haves and have-nots” Closing thoughts on simplicity, design, and real value from software
If you've ever thought, "My books are fine," because you're using QuickBooks' automations or have uploaded your QuickBooks file into ChatGPT for analysis, this episode is your wake-up call (delivered with love!). Bad bookkeeping covered up by pretty software dashboards or people-pleasing AI chatbots hides real problems. This week, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., gets honest about one of the biggest dangers facing entrepreneurs today: the false sense of confidence created by messy books, automation, and AI "insights" built on inaccurate data. She shares why accurate bookkeeping is about so much more than taxes, loans, or growing your business. It's about knowing the truth of your business so you can take back your power as CEO, instead of letting technology run your finances. Key Takeaways: The Real Reason Accurate Bookkeeping Matters: Yes, taxes and loans are important, but the deeper truth is that bad books hide serious problems, from dying businesses to personal spending that's draining your cash without you noticing. Why AI Can't Save You from Inaccurate Data: Tools like ChatGPT and QuickBooks will confidently present completely wrong information without knowing that your data is inaccurate. The Most Common Bookkeeping Errors Our Team Sees: Including duplicate income, old loans that never got cleared, and owner's draws coded as payroll. These are real life examples that cost business owners real money. How Inaccurate Books Keep You Stuck: Bad data fuels wishful thinking, not smart strategy. Accurate bookkeeping lets you step into your CEO responsibilities with clarity, confidence, and grounded decision-making. Topics Discussed: (00:00) Intro: Why Bookkeeping is About More Than Taxes (01:09) What Accurate Books Actually Reveal (03:40) The Dark Side of AI/ChatGPT and QuickBooks Automation in Financial Analysis (05:41) Common Bookkeeping Errors That Cost Entrepreneurs Money (07:46) Taking Responsibility as CEO (08:28) Action Steps: Kickstart Accounting's "Check Your Books" Service (10:27) Outro: Like, Share and Subscribe! Resources: Check Your Books | kickstartaccountinginc.com/checkyourbooks Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/ Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
Now on Spotify video! Starting a business is brutally hard, and Kevin O'Leary is a living example of that truth. Despite early failures, he went on to build and sell The Learning Company for $4.2 billion in one of the most competitive tech markets in history. As an investor in over 50 companies, he can spot true entrepreneurs from a mile away and knows exactly what it takes to stay in the game. In this episode, Kevin exposes the harsh realities of entrepreneurship and shares the essential traits, skills, and strategies that separate successful founders from those who fail. In this episode, Hala and Kevin will discuss: (00:00) His Early Life and Path to Entrepreneurship (06:04) Kevin's Rules for Scaling Beyond $5M (14:05) Lessons From a $4.2B Business Exit (22:37) Transitioning From Operator to Investor (27:42) Managing the Highs and Lows in Business (32:32) What Makes a Successful Entrepreneur? (36:51) Rating the Traits of True Entrepreneurs (46:29) High-Performance Habits for Entrepreneurs (01:01:16) The Power of Creator Entrepreneurship Kevin O'Leary is a serial entrepreneur, venture capitalist, and television personality, best known as “Mr. Wonderful” on ABC's Shark Tank. He co-founded and built The Learning Company, which was later sold for $4.2 billion, making it one of the largest tech exits of its time. Kevin is also the Chairman of O'Leary Ventures, as well as a bestselling author, global speaker, and advocate for entrepreneurship and financial literacy. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING Shopify - Start your $1/month trial at Shopify.com/profiting. Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Airbnb - Find yourself a cohost at airbnb.com/host Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/design and use code PROFITING Intuit QuickBooks - Bring your money and your books together in one platform at QuickBooks.com/money Resources Mentioned: Kevin's Website: kevinoleary.com Kevin's LinkedIn: linkedin.com/in/kevinolearyshark Kevin's Instagram: instagram.com/kevinolearytv/?hl=en Kevin's YouTube: youtube.com/channel Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Startup, Passive Income, Online Business, Solopreneur, Networking
In this episode, we demystify tax season for female real estate investors, proving it doesn't have to be stressful or last-minute. Drawing on our personal experiences, we share practical systems for year-round organization, from mastering 1099 and W-9 requirements to distinguishing between capital expenditures (CapEx) and repairs for smarter tax benefits. We also highlight the value of digital bookkeeping tools, such as QuickBooks, and discuss the advantages of hiring a real estate-specific bookkeeper. Additionally, we detail the importance of preparing quarterly estimated tax payments to avoid penalties. The conversation covers setting up digital filing systems for receipts and closing statements, maintaining a Properties Quick Guide, and diligent record-keeping for those pursuing Real Estate Professional Status (REPS). You will learn actionable steps to streamline processes, maximize deductions, and work effectively with CPAs. Packed with community resources and honest advice, this episode provides empowering strategies to help you face tax time with confidence and focus on building your real estate success. Resources:Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupGet the deets on working with the WIIRE BookkeeperMake sure your name is on the list to secure your spot in The WIIRE Community Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram
Don Pedro Lano is Co-Owner at Tubo Wine Resto Bar. Tubo is a refined destination in Calapan City, Oriental Mindoro — serving crafted drinks, fine food, and a welcoming atmosphere, known for being the FIRST darts and wine resto bar in the city. Perfect for family gatherings, nights out with friends, or simply celebrating life's bold moments. Find them at Macasaet Bldg., Roxas Drive, Guinobatan 5200 Calapan, Philippines.
Co-Owner, Bookkeeping Department Lead, AccountantAs founder of Busy Bee Advisors, Melissa Broughton brings a smile to every part of her work. Never one to miss the chance to laugh, she knows that a little humor can go a long way in educating and encouraging clients through complex, even frustrating, bookkeeping situations.Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions.Melissa is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children's Receiving Home Board of Directors.She and her husband Eric enjoy working together and live in Sacramento with their youngest son and dog. Co-Owner, Tax Department Lead, Tax AdvisorEric Broughton is anything BUT your typical tax professional.A true extrovert, Eric enjoys connecting with his clients to genuinely understand them and their unique tax and financial situation. His goal for his clients is to pay their fair share in taxes and nothing more.He uses this insight to find ways to best apply the tax code and design a customized tax strategy to save as much as is legally allowable under the current tax code.Born in Northern California, Eric is an avid gamer at heart and a natural problem solver. He enjoys spending time with his family and working alongside his wife and business partner, Melissa. Eric and Melissa are proud parents of a U.S. Marine. ______________________________________________________________________ The Edupreneur: Your Blueprint To Jumpstart And Scale Your Education BusinessYou've spent years in the classroom, leading PD, designing curriculum, and transforming how students learn. Now, it's time to leverage that experience and build something for yourself. The Edupreneur isn't just another book; it's the playbook for educators who want to take their knowledge beyond the school walls and into a thriving business.I wrote this book because I've been where you are. I know what it's like to have the skills, the passion, and the drive but not know where to start. I break it all down: the mindset shifts, the business models, the pricing strategies, and the branding moves that will help you position yourself as a leader in this space.Inside, you'll learn how to:✅ Turn your expertise into income streams, without feeling like a sellout✅ Build a personal brand that commands respect (and top dollar)✅ Market your work in a way that feels natural and impactful✅ Navigate the business side of edupreneurship, from pricing to partnershipsWhether you want to consult, create courses, write books, or launch a podcast, this book will help you get there. Stop waiting for permission. Start building your own table.Grab your copy today and take control of your future.Buy it from EduMatch Publishing https://edumatch-publishing.myshopify.com/collections/new-releases/products/the-edupreneur-by-dr-will
"The technology is there, and everyone loves cool technology, but it doesn't need to be a party trick. It needs to be something that's driving a meaningful business outcome, so pick your challenging problems." OpenText's Shannon Bell (EVP, Chief Digital Officer & Chief Information Officer) explains how she rolled out AI systematically at one of Canada's largest tech companies. As OpenText embraces human and digital resource management, has it found a return on its investment? Let's dig in. Recorded live on the BetaKit Keynote Stage at SAAS NORTH. The BetaKit Podcast is presented by Uber Canada. Uber Canada is helping to reduce drunk driving and make it safer to get around according to 87% of Canadian riders. Alcohol remains a factor in a quarter of crash fatalities on public roadways in Canada - and Uber Canada is working with MADD Canada (Mothers Against Drunk Driving) to bring that number to zero. With over 100,000 designated drivers on the road, Uber plays a vital role in this fight. See how the impact is real. -- The BetaKit Podcast is also presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work.
Our very first Start Up Meetups happened last November 8, 2025 at Yspaces, BGC! The theme is: "Getting Your First Customer". We had open mics from Codes&Tokens, EZ Sourcing, FAST Business Consultancy, Upskwela, Pinas Sadya, Edusuite, and fireside chats with Agile Data Solutions (Hustle PH), Hier Payroll, and Yspaces. Watch the whole episode or jump to the timestamp of the startup you want to hear about! This episode is recorded live at Yspaces in BGC, Taguig. Yspaces is the official co-working and event space partner of Start Up Podcast PH. Start Up Meetups #1 is powered by our sponsors: Agile Data Solutions (Hustle PH), Hier Payroll, FAST Business Consultancy, Edusuite, EZ Sourcing, OnePHP Technology, Ecomove, and Kintab Toothtabs.In this episode:00:53 Open Mic #1: Codes&Tokens 10:37 Open Mic #2: EZ Sourcing 27:46 Fireside Chat #1: Agile Data Solutions (Hustle PH) 01:12:18 Open Mic #3: FAST Business Consultancy 01:26:54 Open Mic #4: Upskwela 01:43:13 Fireside Chat #2: Hier Payroll 02:16:00 Open Mic #5: Pinas Sadya 02:34:12 Open Mic #6: Edusuite 02:52:18 Fireside Chat #3: YspacesYSPACESWebsite: https://knowyourspaceph.comAGILE DATA SOLUTIONS (HUSTLE PH)Website: https://agiledatasolutions.techHIER PAYROLLWebsite: https://hierpayroll.comFAST BUSINESS CONSULTANCYWebsite: https://thefastconsultancy.com EDUSUITEWebsite: http://edusuite.asiaEZ SOURCINGebsite: https://ezsourcinggroup.comCODES&TOKENSWebsite: https://codesandtokens.comUPSKWELAWebsite: https://upskwela.comPINAS SADYAWebsite: https://pinas-sadya.comONEPHP TECHNOLOGYWebsite: https://onephp.technologyECOMOVEWebsite: https://ecomoveph.comKINTAB TOOTHTABSFacebook: https://facebook.com/kintabtoothtabsTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaWunderbrand: https://wunderbrand.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple Podcasts | FacebookPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning client management, pricing models, hiring decisions, and even practice sales. She closes with reflections on what makes this work meaningful during a time of industry change.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Thanksgiving Theme (00:26) - The Glad to Be Here Mindset (02:13) - Impactful Changes: Client Management (04:13) - Impactful Changes: Pricing Models (04:47) - Impactful Changes: Hiring Practices (06:40) - Impactful Changes: Practice Management (09:46) - Impactful Changes: Personal Growth (11:23) - Impactful Changes: Career Pivots (12:35) - Impactful Changes: Selling Practices (13:31) - Conclusion and Gratitude LINKSAlicia's upcoming classes: Credit Cards in Business, Dec 2: http://royl.ws/QBO-credit-cards?affiliate=5393907Expense Management in QBO, Dec 4: http://royl.ws/expenses?affiliate=5393907, sponsored by Forwardly (https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock)QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Tax stress doesn't start in April—it starts when we ignore the basics. We sit down with Rose, best-selling author of Add a Zero, to turn anxiety into a simple, repeatable system that keeps your books clean and your tax bill smaller. From hiring an affordable bookkeeper to building monthly routines, we walk through the exact steps that make compliance easy and strategy possible.We dig into the power of clean data: connecting your accounts to QuickBooks, letting a pro categorize your transactions, and answering a short monthly list of questions so your P&L stays accurate. Then we layer in automation using project tools like Asana—recurring tasks for contractor 1099s, retirement contributions before the cutoff, and a post-filing strategy session with your CPA. The result is less guesswork, fewer surprises, and more time to focus on work that grows the business.Rose breaks down the tax-savvy retirement options many entrepreneurs skip. Learn how a solo 401k can combine employee and profit-sharing contributions toward a high annual limit, why a SEP IRA might fit certain team setups, and how a defined benefit pension plan can unlock six-figure, tax-deductible contributions for high earners. We also cover structure choices, salary versus distributions, and the low-hanging savings a good accountant will spot when you bring organized numbers and smart questions.If you're ready to stop scrambling and start saving, this conversation gives you the playbook: simple systems, clear roles for your bookkeeper and CPA, and proven strategies to keep more of what you earn. Subscribe, share with a founder friend, and leave a review with the tax question you want us to tackle next.Read more HERESupport the show
Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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