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Biohacking expert Gary Brecka spent 22 years predicting people's deaths for life insurance companies. While analyzing millions of medical records, he discovered that many health problems stemmed from preventable nutrient deficiencies and poor oxygen management rather than genetics. Yet he was legally forbidden from warning the people behind the data. Frustrated by the system, he walked away from the industry and dedicated his life to helping people reclaim their health. In this episode, Gary shares powerful biohacking and wellness strategies to boost energy, improve brain health, and add years to your life through simple daily habits. In this episode, Hala and Gary will discuss: (00:00) Introduction (02:12) Predicting Death in the Insurance Industry (07:06) Gary's Early Fascination with Human Biology (13:51) Hidden Nutrient Deficiencies Causing Illnesses (24:13) How Nutrient Deficiencies Affect Mental Health (34:50) How Oxygen Powers Health and Longevity (48:04) Hormone Balance and Energy Optimization (51:36) The Impact of Sugar on Metabolic Health (57:46) Why Physical Discomfort Slows Aging (1:01:18) Real Biohacking Health Transformation Stories Gary Brecka is a human biologist, biohacker, and co-founder of 10X Health System, a wellness company specializing in genetic testing and personalized supplementation. With over 20 years of experience in biohacking and functional medicine, he helps people optimize their health and performance. Gary also hosts The Ultimate Human podcast, where he interviews leading researchers and physicians on bio-optimization, longevity, and overall well-being. 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. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. 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/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay Resources Mentioned: Gary's Instagram:instagram.com/garybrecka Gary's Podcast, The Ultimate Human: bit.ly/TUH-apple 10X Health Gene Test: 10xhealthsystem.com 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, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Motivation, Manifestation, Life Balance, Self-Healing, Positivity, Happiness, Sleep, Diet
In this episode of Business Brain, we roll into Casual FridAI by unveiling a new concept: Business Blueprints built in beta. Instead of vague ideas, we focus on creating actionable frameworks entrepreneurs can actually use to launch, test, and refine real businesses. We talk through why shipping early matters, how beta thinking accelerates learning, and why inviting feedback from fellow entrepreneurs helps sharpen ideas faster. It's all about building practical tools that move us closer to running businesses that support our Charmed Life. We also explore how AI tools are changing the way entrepreneurs experiment and build. From pushing the boundaries of what's possible with tools like Claude to exploring platforms like Perplexity Computer, we discuss how sometimes the fastest path forward is learning when to skip unnecessary permissions and simply start testing. The takeaway: move fast, experiment often, and use emerging tools to prototype ideas before everyone else catches up. 00:00:00 Business Brain – The Entrepreneurs' Podcast #735 for Casual FridAI, March 13, 2026 March 13th: National Open an Umbrella Indoors Day 00:01:16 The Business of Birthing Beta Business Blueprints They need to be actionable! Do you want to beta test these? Sponsors 00:09:05 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! 00:10:24 SPONSOR: Intuit QuickBooks Payroll is evolving beyond pay runs to support how you hire, onboard, manage, and retain your team. Learn more by visiting QuickBooks.com/workforce 00:11:46 Doug-You can Dangerously Skip Permissions in Claude if you want 00:15:47 Perplexity Computer 00:20:01 Business Brain 735 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 Business Blueprints and Skipping Permissions – Business Brain 735 appeared first on Business Brain - The Entrepreneurs' Podcast.
Michael Browne is the celebrated co-founder of Kosta Browne, creator of CIRQ and CHEV wines, renowned for connecting people through exceptional winemaking rooted in craftsmanship, innovation, and personal passion. Top 3 Value Bombs 1. There is no such thing as overnight success. Mastery is built through years of hard work, failure, and persistence. 2. Craftsmanship comes from learning by doing, making mistakes, and committing to constant improvement. 3. Strong businesses are built on concept, people, and capital; neglect one and the whole structure suffers. Visit the website to know more about Chev wines - Chev Wines Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Quo - The #1-rated business phone system on G2 with over 3,000 reviews! Try QUO for free PLUS get 20% off your first 6 months when you go to Quo.com/fire! Quo — no missed calls, no missed customers. QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. 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. 50 - Join JLD on his free '50 days to something' video series on YouTube and create something special in 50 days!
In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes from WorkHero sit down with financial expert Ruth King, Founder and CEO of Financially Fit Business and CEO of Business Ventures Corporation. They talk about the importance of understanding your finances as a contractor, especially when you're starting to scale your business. Ruth King is a seasoned business advisor who specializes in helping contractors get their finances in order. With years of experience working with contractors, Ruth has invaluable insights on how to manage cash flow, profitability, and how to structure your books for long-term success. Expect to Learn: - The key differences between accrual and cash basis accounting, and why accrual is critical for contractors. - How to set up clean books and the importance of having the right bookkeeper. - Why it's essential to separate service and install divisions on your P&L as you scale. - How to handle deferred income from maintenance contracts for proper financial reporting. - Tips for managing cash flow, avoiding the common "cash-flow trap" that many contractors face. - Why paying yourself a salary as an employee is a smarter choice than an owner's draw for growing your business. - Key financial ratios, like working capital, and how to use them to assess the health of your business. Episode Breakdown with Timestamps 00:00 – Introduction 01:32 – First things Ruth looks for in a contractor's financials 03:22 – Clean books: What does it mean for a contractor? 04:22 – Evaluating a good bookkeeper 05:41 – Upfront billing for maintenance contracts 07:22 – Avoiding "trash in, trash out" in bookkeeping 08:44 – Integrating CRM with QuickBooks 10:19 – Departmentalizing your P&L 11:38 – Owner's draw vs. paying yourself a salary 12:48 – The importance of paying yourself as an employee 14:27 – Key numbers to track on your P&L 15:43 – How to calculate working capital 17:35 – Cash Flow vs. Profitability This Episode is Kindly Sponsored by: PartsTown: https://www.partstown.com/hvac-parts Follow our Guest Ruth King: LinkedIn: https://www.linkedin.com/in/ruthking1/ Ruth's Website: https://ruthkinghvac.com/ Company Website: https://financiallyfit.business/ Company LinkedIn: https://www.linkedin.com/company/financially-fit-business/ Company Facebook: https://www.facebook.com/people/Financially-Fit-Business/100090849001161/ Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Follow Furman Haynes: LinkedIn: https://www.linkedin.com/in/furmanhaynes/ WorkHero: https://www.linkedin.com/company/workherohvac/ Instagram: https://www.instagram.com/workhero__/
n this episode of Business Brain, we dig into a truth many entrepreneurs miss: selling starts long before the transaction. We explore how personality is one of the most powerful sales tools we have—whether we're selling beer at a baseball game, handmade goods at a craft fair, or podcast ads. Humor, scarcity, and helpful tips all trigger the law of reciprocity, building trust and momentum before the ask even happens. When we lean into authentic connection, selling stops feeling pushy and starts feeling natural—another step toward building our Charmed Life. We also break down the danger of operating at the slowest common denominator inside a business. Just like a band can only move as fast as its least prepared member, companies stall when systems, partners, or team members lag behind. We talk through how to recognize these friction points and raise the standard so the entire organization can move faster, smarter, and more profitably. 00:00:00 Business Brain – The Entrepreneurs' Podcast #734 for Wednesday Casual FridAI, March 11, 2026 00:01:04 March 11th: World Plumbing Day 00:02:37 Always be learning about selling! Selling isn't about the last part of the transaction, it's about the first. You need to have your personality in your business Selling beer at baseball games…with humor! Selling trinkets at a craft fair… with scarcity! Selling podcast ads… with a helpful tip about free music! The law of reciprocity Sponsors 00:11:14 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! 00:12:34 SPONSOR: Intuit QuickBooks Payroll is evolving beyond pay runs to support how you hire, onboard, manage, and retain your team. Learn more by visiting QuickBooks.com/workforce 00:13:57 Bands and Businesses – Slowest Common Denominator How do you address this in your business? 00:23:43 Business Brain 734 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 Personality and the Slowest Common Denominator – Business Brain 734 appeared first on Business Brain - The Entrepreneurs' Podcast.
Numbers do not have to be the part of business you avoid. Ashley is joined by Christyne Gray of She Profits Now, for a practical & helpful conversation on the money side of running a Boutique - bookkeeping, cash flow, inventory planning, and tax preparation for boutique owners. They unpack the financial basics every retailer needs to understand, from setting up the right bank accounts and using QuickBooks effectively to protecting inventory dollars, planning for taxes year-round, and avoiding common mistakes with debt and discounting. If you've ever felt overwhelmed by the money side of your business, this episode will help you feel more confident, prepared, and in control. You'll learn: Why boutique owners often fear numbers — how to make financials simple and empowering The basic bookkeeping systems every boutique should have How to protect your cash flow with smarter inventory and spending guardrails Why debt like Shopify Capital can quietly destroy a retail business How to prepare for taxes year-round and avoid the most common tax mistakes Join The Boutique Hub Make sure to save the date
We had a kwentuhan with JuanderGo last Philippine Startup Week 2025!Discover the Philippines like never before with JuanderGO, an AI-powered, hyperlocalized one-stop travel platform that makes trip planning effortless. Travel smarter. Support local. Let's GO with JuanderGO!This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction01:06 Ano ang JuanderGo?23:06 How can listeners find more information?JUANDERGOWebsite: https://juandergo.comFacebook: https://facebook.com/juandergophPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coMaroonStudios: https://maroonstudios.comRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum 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.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Despite being a highly trained health and wellness expert, Dr. Amy Shah struggled with burnout, brain fog, hormonal imbalance, and low energy. Shockingly, traditional medicine offered no real answers. Determined to find solutions, she began rebuilding her health through science-backed nutrition and lifestyle changes. The results were so profound that she stepped away from her clinical practice after more than 15 years to share what truly works in her new book, Hormone Havoc. In this episode, Dr. Amy reveals practical wellness strategies to balance hormones, restore energy, and optimize physical and mental health, so entrepreneurs can perform at their best. In this episode, Hala and Dr. Amy will discuss: (00:00) Introduction (02:29) Dr. Amy's Burnout to Wellness Journey (07:46) Hunger vs. Cravings Explained (15:32) How Gut Health Powers Your Energy (19:41) What Is Cortisol and Why Does It Matter? (24:22) Reducing Inflammation and Environmental Toxins (28:44) The 30-30-3 Framework for Optimal Health (32:49) Ranking the Best Energy-Boosting Habits (39:35) Building a Wellness Brand on Social Media (49:55) Finding Your Path Through Better Health Dr. Amy is a double board-certified physician and nutritionist specializing in the gut-brain connection, women's health, nutrition, and fitness medicine. Trained at Harvard, Columbia, and Cornell, she has become one of the most trusted voices in modern wellness, with nearly two million Instagram followers. Dr. Amy is also a bestselling author, and her latest book, Hormone Havoc, is a practical guide to helping people regain control of their hormones, physical health, and mental well-being. 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. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. 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/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay Resources Mentioned: Dr. Amy's Website: amymdwellness.com Dr. Amy's Instagram: instagram.com/dramyshah Dr. Amy's Book, Hormone Havoc: bit.ly/HormoneHavoc 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, Biohacking, Motivation, Manifestation, Brain Health, Life Balance, Self-Healing, Positivity, Happiness, Sleep, Diet
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. Brett K. Oubre survived a brain tumor, plane crash, and debt to become a CEO, owner-operator of six top-performing dealerships, and creator of 300 jobs. Top 3 Value Bombs 1. Your biggest failure can be just before your biggest success. 2. You will learn a lot by evaluating your failure. 3. No matter how bad your situation is, there is always a way forward. Check out Brett's website! You can always find a way forward - BrettOubre.com Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. 50 - Join JLD on his free '50 days to something' video series on YouTube and create something special in 50 days! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. 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.
After his real estate business collapsed, Dave Ramsey was left with $3 million in debt and six months to repay it. He sold everything he owned and rebuilt from scratch, scaling a small radio program into one of the most-listened-to shows. With over three decades of experience in entrepreneurship, finance, and leadership, he knows what it takes to build a business that lasts. In this episode, Dave breaks down the six drivers of long-term business growth, the five key stages of startup success, and how he balances life as a creator-entrepreneur. In this episode, Hala and Dave will discuss: (00:00) Introduction (01:27) The Core Principles of Financial Freedom (07:54) Adapting to Change as a Content Creator (11:24) Balancing Content Creation and Entrepreneurship (14:44) Creating a Clear Path in Business (17:24) The Truth About Starting a Business Today (20:29) The Six Drivers of Business Success (31:51) The Five Stages of Business Growth (43:10) Identifying the Right Leadership Skills Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. He is the host of The Ramsey Show with over 18 million listeners each week. Dave is the author of multiple bestselling books, including Build a Business You Love, which helps entrepreneurs navigate growth and overcome challenges at every stage. 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. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. 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/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay Resources Mentioned: Dave's Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave's Website: ramseysolutions.com YAP E388 with Dave Ramsey: youngandprofiting.co/E388 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, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.
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. Teresa Vozza is a leadership expert, certified executive coach, and NLP trainer who left corporate in 2022 to build a thriving, purpose-driven business. Top 3 Value Bombs 1. Women no longer just want a seat at the table. They want to go beyond it. 2. Being comes before doing. 3. To build your business, focus on what to do before how to do it. Unlock Your Leadership Edge. Check out Teresa's website - Crucible Leader Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. NetSuite - If your revenues are at least in the seven figures, get our free business guide, Demystifying AI, at NetSuite.com/fire! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. 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.
In this episode of Business Brain, we explore how AI tools like Manus and Claude are changing the way entrepreneurs run their businesses. We talk about building your own financial dashboards, automating marketing tasks like Facebook ads, and finally unlocking the power of Claude Code to streamline development and decision-making. Instead of just talking about AI, we focus on practical ways we can put these tools to work right now to move faster and smarter. We also tackle the AI Fear Loop and why every major technology shift feels disruptive at first. The jobs that disappear are easy to see, but the opportunities created by new tools are still invisible because they haven't been invented yet. In this episode of Business Brain, we remind ourselves that leaning into experimentation with AI is how we stay ahead and keep building toward our own Charmed Life. 00:00:00 Business Brain – The Entrepreneurs' Podcast #733 for Casual FridAI, March 6, 2026 March 6th: Day of The Dude 00:01:43 Generating your own financial dashboard Manus to the rescue Manus can run your Facebook ads 00:07:14 Stuck in the AI Fear Loop? Every major technology shift follows the same pattern: the jobs it kills are visible, the jobs it creates are invisible because they don't exist yet. Sponsors 00:10:27 SPONSOR: Tempo – Tempo delivers perfectly-portion meals to your door, each is ready in just 2 minutes. For a limited time, Tempo is offering Business Brain listeners SIXTY PERCENT OFF your first box at TempoMeals.com/brain 00:12:20 SPONSOR: Intuit QuickBooks Payroll – Leave the chaos behind and start the new year off right with QuickBooks Payroll. Learn more by visiting QuickBooks.com/payroll 00:13:31 Finally Leveraging Claude Code 00:26:35 Business Brain 733 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 Manus and Claude – Business Brain 733 appeared first on Business Brain - The Entrepreneurs' Podcast.
We had a kwentuhan with Telerad.ph last Philippine Startup Week 2025!Telerad.ph is a digital platform enabling online radiology services to augment capacity of far-flung hospitals.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction02:02 Ano ang Telerad.ph?20:08 How can listeners find more information?TELERAD.PHWebsite: https://telerad.phPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coMaroonStudios: https://maroonstudios.comRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum 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.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Reddit rSlash Storytime r scams where [US] Scammer calling “welfare check” on victim [US] (UPDATE) Scammer given up on swatting, now ordering retaliatory pizzas Man pounding on our door looking for a package- scam help? [DE]Got hacked in the dumbest way as an IT guy US-We were scammed after calling QuickBooks support – $95,000 gone and we're desperate Mercari allowed a buyer to scam me for $400. Here's how their broken system works: [US] My boyfriend apparently bought a $4600 sound system for $250 today Attempted Zelle scam months ago - now being sued in civil court (VA) by the scammer Employee robbed in Rome with weird lawyer follow up Hosted on Acast. See acast.com/privacy for more information.
UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club———————————————————————The clock is ticking on Making Tax Digital, and we're cutting through the noise with a straight-talking guide tailored for UK dentists. If you earn self-employment income as an associate or rental income from buy‑to‑lets, this is the moment to get clear on thresholds, timelines, and the smartest way to stay compliant without drowning in admin.We unpack the real meaning of “relevant income” and why HMRC looks at gross receipts, not profits, when deciding who must file quarterly. You'll learn exactly who is in scope right now at £50,000, why PAYE and dividends don't count for MTD for income tax, and how planned drops to £30,000 and £20,000 will bring many more clinicians into the regime. We also cover the penalty system you need to avoid: an initial grace year for late submissions, points that stack to a £200 fine, and a 24‑month compliance runway to reset. Most crucially, we explain the three‑year lock-in once you're on the system and how that affects timing if you're considering incorporation.From there, we move to tools and tactics. Prefer minimal effort? Ask your accountant about bridging software so you can send simple spreadsheets or bank statements each quarter and let them handle the submission. Want more control and real-time insight? We compare software options like FreeAgent, Sage, Xero and QuickBooks, highlighting free tiers, bank feeds, common setup pitfalls, and how live data can help you steer clear of the 60 percent effective rate band with timely pension and expense planning. We set out the dates that matter: Q1 runs 6 April to 5 July, with the first update due 7 August, and why registering before 5 April buys breathing space and avoids easy points.We finish with a practical checklist you can act on today: register for MTD or ask your accountant to do it, choose between full bookkeeping or a bridging route, and schedule your July data handover so the first submission lands on time. It's a clear, calm path through a complex change, built for busy clinicians who value certainty and time.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send a text
Kiera is joined by Derick Van Ness of Big Life Financial to talk about taxes, and how to handle them beyond simply thinking of them as a necessary evil. The pair discuss knowing your numbers, utilizing tax credits, the magic touch of a CPA, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team Listeners, this is Kiera. And today I am super excited. This is one of our top favorite guests that has been on the podcast. We're bringing him back on because there are some new updates and our clients love him. I love him. He is incredible. Derick Van Ness, he is with Big Life Financial. And you might have heard him on the podcast before talking about R &D credits, tax saving ideas, CPA. This man does a lot of your wealth and how to build and keep your wealth. So I always love our conversations and just like his good information. Plus, if I remember right, he might know Garrett Gunderson. So obviously I've been a fangirl since day one. Derick, welcome back to the show. How are you today? Derick Van Ness (00:42) Well, I'm doing great and really happy to be here with you, Kiera. I'm not Garrett Gunderson because he is taller and better looking, but I'm a good second place. The Dental A Team (00:48) Ha ha ha! I think that you're great. The fact that you know Garrett Gunderson, that already just has elevated you. I mean, I think it was one of our first conversations we ever had. And I was like, have you ever read like Killing Sacred Cows? And you're like, I actually know Garrett Gunderson. I was like, what? Fangirling. So ⁓ anyway, Derick, for those who have not met you, haven't heard your episode, because we do have new listeners to the podcast. Just kind of give them a little intro of who is Derick Bennis? What is Big Life Financial? And give the listeners a little intro to who you are. Derick Van Ness (01:20) Okay, well outside of being ⁓ in love with my wife, in love with art and in love with racing sailboats, what I do professionally is I help ⁓ doctors and dentists to be smarter with their money. So what does that mean? That means how do you, not so much to make it, I mean we do help people scale, but once you make the money, which is something a lot of dentists are good at, how do you keep it through tax savings? How do you grow it and how do you protect it, right? And today we're going to talk a little bit about how do you keep more what you make? Because honestly, for dentists, even though taxes seem boring when you don't have to write that $50,000 or $100,000 or $200,000 check, it gets a lot cooler. If you would have told me I'd be a tax and financial guy when I was a kid, I probably would have just taken an early exit somewhere and jumped off a bridge. But I really see money in what we do as a lifestyle business. It's not about money. The Dental A Team (02:01) Yeah. Derick Van Ness (02:17) If you have enough, then money is what it is. When you don't have enough, it's a problem. And I just find for a lot of people, it's the reason or excuse that they constrain themselves. They don't spend time with family. They don't think do things that they want to do. They don't have the experiences that are going to change their life. So when we can get money out of the way, then you can live your big life, which is why the company's big life financial, because it doesn't matter if you have more or less money. The question is, what's the life you're living? What's your quality of life? And so taxes are a big piece of that. Obviously we can't talk about everything on a podcast like this, because you'd be buried under a ton of bricks. But that's what I do is I try to make this stuff easy. I try to make it fun. And I want you to realize that the whole point of all this money stuff is so that you can live a life you want to The Dental A Team (02:55) You Which Derick, that's why we have connected. You have met my husband. have had personal conversations outside of the podcast because I very much align and subscribe to this lifestyle and this mode of thinking. I believe that practices should work for us and us not work for our practices. I believe that we became business owners to have these big lives and these, audacious dreams. And yet I feel so many people live below their, their potential. They are trapped. They are. Derick Van Ness (03:33) Mm-hmm. The Dental A Team (03:34) It's crazy. I ⁓ had a client and she actually made so much money last year, which was amazing because the year before she was like, Kiera, I want to make more. So I was like, great, we're going after profit and production like blinders on. Don't talk to me about anything else. And she had like a crazy year and she's like, great. Now I have this huge check. I've got to write in taxes. And I was like, not my problem. Like you need better CPA help on that, but glad we made you the money. But I bring that up because one, it was a huge win for a client, but two, Derick Van Ness (03:52) I don't know. Yep. The Dental A Team (04:02) I think that people being able to keep the money that they make, hold on to more money that they make. Like I love that we live in America and it's a free country and that we get to pay taxes. Like I'm so freaking grateful for that. With that said, I do not want to pay one penny more than I need to. And I want to maintain and keep as much as I possibly can to live the life I want and to not feel the guilt of being a successful business owner and to do the fun things that I always imagined and dreamed of doing without the guilt of doing it. And I think so many people are so scared of. Derick Van Ness (04:11) Yep. The Dental A Team (04:32) being financially free, they're scared to spend money. They get hit with tax burdens left and right. I can't tell you how many dentists that I hear at the end of their career and they've had great careers, but they have no financial stability. like, Derick, this is the stuff that stresses me out and keeps me up at night and which is why you're on the podcast because I want people to be smarter. want them to be more educated and I want them to live happier lives. So let's walk through like R and D credits and CPA and like how people can live a more enriched Derick Van Ness (04:33) Mm-hmm. Yep. The Dental A Team (05:02) big life today rather than waiting. I think it's just a fun topic to talk about. I'm intrigued, so let's talk about it. Derick Van Ness (05:07) Yeah Well, let's do. mean, we can start generally with taxes and then we can kind of move into the credits piece because it is like a it's just a small very segmented piece of what you do with your taxes. overall, the biggest thing I see is most people see taxes as like a necessary evil. This is the thing I have to deal with. When people see something as a necessary evil, what do they do? They do the minimum. Right. And what that really turns into is You're not talking with your CPA. You're not coordinating with them. You're not being proactive. At the end of the year, you just want to do the least. So you just hand them all your stuff. I realize people don't come in boxes anymore. Now it's like, here's my QuickBooks password. Or I add you to my account. ⁓ And then they tell you how much you owe. But if you ran your business that way, if you just didn't look at anything all year, and at the end of the year, you're like, I wonder how we did. Wouldn't go so well if you didn't talk to your team about anything. What's that? The Dental A Team (06:01) People do that though, Derick. They do it all the time. This is not abnormal. They do it all the time. They're like, my gosh, I owe how much? my gosh, we didn't hit goal. And I'm like, ⁓ let's at least look at our numbers. Like that's step one. Step two, let's talk to our team. You're not wrong. I'm just shocked at how many people do this in real life. And I'm like, hey, there's a different way of living. like, maybe let's take that path. Just try it out. It's like t-shirt. Try that one on. It might feel better than your current oversized, like two baggy of clothes that don't fit. And then you're angry. Derick Van Ness (06:11) I know. The Dental A Team (06:30) the time. anyway go on didn't mean to interrupt the rant. Derick Van Ness (06:32) What if I'm gonna be a Gen Z VSCO girl? I I want the Oversight T-shirt and the angst. The Dental A Team (06:36) Well, as I said it, as I said it, I was like, well, that's like the current style. Like what's uncomfortable clothing? Maybe it's like the wool scratchy. I just came back from Iceland and I'll tell you what, I didn't buy a single shirt there. I was like, that is gonna scratch me. I know it's warm, but I'm not wearing that for the rest of time. Like there are softer clothes in this world that are equally as warm. Like I'll choose that. So that maybe you're wearing a wool scratchy sweater. Cause you never look at your numbers. You're always irritable. You're always angry. Maybe you might get the oversized hoodie that's way more comfy. Maybe that's the better analogy for today. Derick Van Ness (07:07) Well, and so you help them look at their numbers, right? What's your P &L? What are your KPIs? There are tax numbers too, right? Like I'm usually meeting with clients in September-ish to say, OK, how much have you made so far this year? What does that put us on track for December 31st? And then we have November, I'm sorry, September, October, November, December to do things to get that number at the end where you want it to be. I'm not talking about go out and spend $1. to save $0.40, right? People do that. Oh, go buy a car. If you don't need a car, that's just a waste of money. I literally had someone who's like, should I just buy a G-Wagon? I'm like, only if you were going to buy a G-Wagon anyway. They want the tax break, but. The Dental A Team (07:45) I mean, I asked that question too. I mean, I do. I do ask it as well, but it's unnecessary. You're right. Like, so I can repel you you're not going to do it. Don't just because you get the tax benefit. You just have to pay the money. So, but I do ask because I want to know, just tell me I can buy the boat, Derick. Derick Van Ness (07:58) Yeah. Well, boats are totally different. They're way more fun, but they're also way more expensive to maintain. So I love boats. I absolutely do. But they are not cheap, right? As the saying goes, break out another 1,000. That's what boat stands for. Just go to the ocean and throw $1,000 in it every month. That's what owning a boat's like if you don't use it. The Dental A Team (08:05) They are not. I know. gosh, I've never heard that. That's hilarious. That's hilarious. I've heard like the best day and worst day of owning a boat is the day you buy it and the day you sell it. Like that's the only best days. I have a boat. I do love the boat. It is an older boat. things I'm not... Maybe mine's like break out a 10 because we've got a much older boat. But like, know, when we upgrade then we'll be in the thousand realm. ⁓ Derick Van Ness (08:28) So. Yep. Yeah. Yes, yes. So boats are great. Not usually the best tax strategy. But the big thing here is when you sail a boat or when you drive a car, I heard this the other day and I thought it was perfect. It's like when you drive a car, what's bigger, the windshield or the rear view mirror? Most people are doing taxes in the rear view mirror. That is not about your expansive future. That's about recording your past, right? And so if you just did business planning one year at a time, Like you wouldn't ever buy the building. You wouldn't ever invest in the equipment. You wouldn't ever invest in the education, right? It's the same thing for taxes. It is part of a cohesive and ongoing plan. ⁓ so when you want to plan that, we have to look into the future. And so looking into the future allows you to control your income, control your expenses. But you have to know your numbers to your point, right? Like if you don't understand a P &L, It's really hard to do tax work because we don't know what your income is. And I have some clients who come in that way. And I have to really get them to understand that if you don't have good books, you don't have good data, it's like trying to do dentistry without a diagnostic. You just go in and start drilling teeth to see what's happening. No, you wouldn't do dentistry that way. Don't do that way with your taxes either. should I just buy this and I'll just buy that and randomly and I help those work out? Your P &L is really like your diagnostic, right? Both on the income side, but also that's related to taxes. And so I think the big thing for people is think of taxes as an additional income stream. If you do this right, you can keep, like a lot of dentists pay 40 % or more in taxes, right? So if we can cut that from 40 down to 20 to 25 % on average, that's 15 % straight to your bottom line. And it probably takes an average of two hours a month at most, which is pretty good, right? Like if you could add a new service into your business, no employees, no marketing, no overhead, two hours a month, but profits went up by 15%, would you take it? Most dentists would say, yeah, that six figures is pretty good. The Dental A Team (10:53) As long as I'm not going to jail, Derick, I don't want to go to jail. That's my only line. Like, how is this legal? Because so many people talk about tax strategy and my line is I'm willing to live in the gray, I'm just not willing to go to jail. So how do you go from 40 to 20 that's legal and ethical? Derick Van Ness (11:01) you Yeah, we don't want to go to jail. Yeah, so there's two things. There are lots of little things. So research and development credits, which we'll get to in a minute, is one of those things. It's not little. I would call it a medium thing. For a lot of dentists, it's worth between $10, depending on the size of your clinic, $10,000 $50,000 a year. So it's sizable. And then there's all the pay your kids, cost segregation, salary and dividends, all that kind of stuff. And those things stack up. If you pay your kids right, then that can save you The Dental A Team (11:21) I agree, I would too. Mm-hmm. Derick Van Ness (11:40) 10, 15 grand if you're in a state where you can pay your state taxes and have a federal write-off that might save you 10, 15, 20 thousand dollars a year. Taking a salary, the proper salary versus dividends that might save you another 10 or 15 thousand. So these things start to stack up but when you're in that 500,000 plus tax bracket there are things like and I can't totally get into details because this is stuff for accredited investors and I don't know who the listeners are and all that but there are Investments you can make that have big tax breaks, right? And that could be everything from energy types of things to short-term rentals, different types of real estate. There's a lot of different stuff, right? So that sort of depends on what's the life you want to build and aligning that. ⁓ There are lots of charitable and donation type strategies where you can create some really big tax breaks. There's entity structuring, ⁓ where you take your income and how you take your income matters. So you can really layer all of this stuff and make huge chunks, take huge chunks out of your business. The bigger you are, the bigger you can do with these things. And honestly, once you get over a million plus in income, then there's another layer of stuff you can do. It's just a lot of times the setup costs, you have to have enough tax burden to make it worth it. But there's some really neat stuff out there. And some of the stuff with the big, beautiful bill. ⁓ bringing back bonus depreciation. There's some really neat things where, oh, if you do a solar thing, you can get some credits, but then you can also get all the depreciation in the first year. And so you put in $100,000 into this type of investment. You may not make a lot of money, but you might get $150,000, $175,000, $200,000 worth of write-offs on your taxes. And when I say write-offs, mean dollars you don't pay, like true credit dollar for dollar. That could be huge, right? Things like that. The Dental A Team (13:10) Yes. Right. Derick Van Ness (13:38) that a lot of people are just unaware of. And don't take that as an investment advice. I'm just telling you about things that exist in the world that may or may not be for you. Check with your financial professional. But yeah, you start stacking all these things up and you go from, I wrote $150,000 check to, I wrote a $60,000 check. And then what I like to do is help people take that 90 grand you would have given to the government. And now let's add that to what you would already save. And for a lot of people, that's The Dental A Team (13:47) That's amazing. Derick Van Ness (14:07) a lot more than they were already saving. So we more than doubled their savings rate. And the fastest thing you can do to build wealth is just get more money into the equation. So that's really it is we're trying to create money that you can then put to work for you outside your business. Because what nobody ever tells you is, even if you're an amazing dentist and you make all this money and you sell your practice for top dollar, and you get all that money, you become a professional investor. The Dental A Team (14:27) you Derick Van Ness (14:36) And if you don't have any investment skills, if you don't know how to put that money to work, if you don't know how to protect it, you're just a lamb to the slaughter. You know, everybody shows up, they got an idea. Your brother-in-law wants to start a coffee shop or a brewery. Your neighbor has the next best tech app. And all of a sudden, all this money just starts disappearing because you're not seasoned. So one of the things we like to do is get people doing these types of investments, learning, getting a skill set around it so that when you do get that big big shot when you sell your business or you have those huge tax or those huge years and you don't pay all the taxes, you know what to do with the money. Because that's a whole different skill set than running a dental clinic. The Dental A Team (15:17) I don't disagree. And that's why Derick, I love having you on here. And I think your comment of the goal is to get more money to put into the equation. What are the things like, I have 90 grand or I have 150. What are some of those investments that, again, realize that we're being generic and there's a reason you have to be generic is because there are rules that financial planners, advisors, CPAs have to abide by. in general terms, Derick, what are some of the ways that Derick Van Ness (15:25) Mm-hmm. The Dental A Team (15:45) you found to generate higher levels of wealth? We're putting more money into the equation, but what's the equation that's going to get it? And again, I know this is very, I would say like vanilla. We're just talking very much basic. Derick Van Ness (15:56) Yeah, yeah, I'll just give you the principles, right? The philosophy behind it. One of the things is we always, all of our lives we've heard diversify your assets. Diversify, diversify, diversify. The Dental A Team (16:06) all weather portfolio, Ray Dalio, right? Like you got to get it everything, have it all. What is it like? think eight uncorrelated assets or something like that is what it should be. Anyway, there you go. Okay. Derick Van Ness (16:09) Yep. 8 to 16 non-correlated asset classes. Yep. And the idea here is this. It used to be that you could put your money in the stock market. And each individual stock did its thing based on what its performance was. Since the late 90s, early 2000s, everything's kind of gotten grouped together. Almost everybody just buys the S &P 500 or just buys index funds, which is basically the whole market. And so if you look at the top five stocks, which are usually the Google, Apple, Tesla, Nvidia, depending on one or two others, ⁓ whatever they're doing is usually what the market's doing, right? It all has a tendency to ebb and flow together because it's all been chunked together. So I don't see those all as different asset classes anymore. How I personally invest, I'm not saying you need to buy into my ideas, but so you can have money there. But then I do think you want to have money in other things. that maybe aren't tied to the stock market. Maybe you've got some oil and gas. Maybe you've got some farming communities in Central America. Maybe you've got someone who's doing senior living homes, someone who's developing all these empty office buildings. And they're all tied to different things. So that way, if the stock market takes a dump and goes down, that's not all your portfolio. Maybe it's 15 or 20%. if real estate takes a hit. Yeah, your real estate takes a hit, but maybe something else does well. Having things in your portfolio that if some of them struggle during inflation, some of them do well during inflation, right? Things like gold that holds its value. And so the idea is to be able to put your money to work in a way where it's in a bunch of different buckets that aren't all tied to the same thing. And what that really creates is stability, right? And why that's so important is when you're growing your money, The Dental A Team (17:46) Mm-hmm. Derick Van Ness (18:09) You can have the ups and downs a little bit, but when you go to start pulling money out, the volatility, the ups and downs are what really kill your ability to pull money out, because you have to always protect against the downside. And it's why if you look at the market historically, it'll go up, depending on who you ask, 6 to 8%. But when you're pulling money out of the stock market in retirement, the numbers say sustainably over the long term, you can only pull 3 to 4%. Why is that? You would think, ⁓ I can pull. The Dental A Team (18:21) Mm-hmm. Right. Derick Van Ness (18:38) six to eight, but it's three to four because of the volatility. If you are counting on that, it crashes that year and you sell. Then when the market recovers, you have less money to recover with. And over time that stacks up. So the idea there is to work with someone who has the ability to put you into different asset classes, help educate you. This also gives you a chance to try different things. So you can start to get that seasoning we were talking about and learn how money really works because The Dental A Team (18:43) Right. Derick Van Ness (19:09) You know, money, health and relationships are the three things that really dictate the quality of your life. And it's funny, we don't spend a lot of time in them in school, right? And so, ⁓ so it's something you have to learn, just like if you don't learn how to take care of your health, you suffer. If you don't learn how to have good relationships, you suffer. And money is another thing. All of those you can get help with, but at the end of the day, you have to be able to be competent enough. to get the results you want. And money is just one of those things. The Dental A Team (19:40) Yeah. No, Derick, that's a, think it's such a good way to look at it. And I will say, I was very much a baby investor and I think I still would qualify myself as pretty naive. But it is, they say like, I don't know, what is it? The eighth wonder of the world is compound interest. And it's crazy because when you start out and you just get started on your investments, it feels like this is stupid. At least I have, I've so told many financial advisors, feel like they like, Derick Van Ness (20:04) Mm. The Dental A Team (20:07) money monster. So it's like the cookie monster. Like I give my money to you. I never can get it back. I have no clue how to access this money. And then you start to see it and you're like, wow, that started to compound and this started to become different. And we had our first year with it. We didn't have to write such a large check to the IRS and done legally and ethically. And I was like, wow, this is a very different world that I'm living in than I have been. And it wasn't as hard as I thought. And so I, like you said, I do feel like you're Derick Van Ness (20:11) Yeah. The Dental A Team (20:33) comfort level and they do say that women tend to be better investors than men because women, we just put money in, we give it to you. We're like, here you go. We don't ever like go check it and watch the stocks. Stocks. Whereas men are like, cons I'm like looking at those stocks, like my husband checks it like 10 times a day. And I'm like, just don't even look at it. Like I don't even, it's the cookie monster, the money monster. You take the money. I know you haven't like taken it. People get angry with me. They're like, Kiera, we can't legally take your money. And I'm like, no, but I just have no clue how to access it. They're like you email. And I'm like, I know. Derick Van Ness (20:44) Right. Yep. In your brain, right? The Dental A Team (21:02) but it like stocks and then I got to pay taxes and I don't understand any of it. But I will say, I think it's like PNLs, the language of money, the language of investing. It's a skill that you are learning. And I do agree, the younger you can learn this, the more time you have to recover if you make mistakes and versus having to be perfect later on in life. So I really very much subscribe to your model of thinking. And I love that. I love that you've talked about taxes, how to save, how to get it into Derick Van Ness (21:11) Mm-hmm. The Dental A Team (21:31) Again, I remember I sat in a Tony Robbins wealth mastery thing. Ray Dalio was in the room. had no clue who half like Paul Tudor Jones. I think that's his name. Like so freaking smart. I had no clue who these people were. And like here you've got like five billionaires sitting in the room with us. And I was like, I had no clue. And they start talking about this stuff. And I feel like an idiot, but I will say it's an idiot that I love to be because the more I learn about the more I'm involved in it, the more you expose yourself, the more you learn how it works. Derick Van Ness (21:38) John Paul Tudor, yeah. Yeah, I remember. The Dental A Team (22:00) And I think like what you're saying, Derick, I just hope people talk to your financial advisors, get your uncorrelated assets, start building that portfolio because time, like they say, you only have so much time and the best time to plant a tree was like a hundred years ago. The next best time is today. And I just, I don't want to be that person when it comes to my portfolio where I wish I would have started. All of us will wish we started sooner, but I am grateful that we started as young as we were and are building it the way we have versus Derick Van Ness (22:23) Yes. The Dental A Team (22:28) waiting until like, and I don't care if you haven't started then start today. If you've been doing it, figure out how you can do more. ⁓ But I think Derick, I have a question of, I always live in scarcity. So what do you tell a client like myself where I'm always afraid that I'm going to run out of money. I don't know where it comes from. It doesn't matter how much I have. I have acorns upon acorns upon acorns. I swear like you've probably can find money in my couch. I'm not that bad. I don't have it in the couch, but like, Derick Van Ness (22:32) Yep. The Dental A Team (22:54) How do you get to a level where you feel comfortable spending money rather than just always saving for retirement and not living today? What's the balance of that? Derick Van Ness (23:03) Yeah, so what I've discovered working with over 2,500 people on all of this, Kiera, is like money problems don't like quote unquote go away. They just change. In the beginning, it's like, how do I make money? I don't have enough money. How do I manage the car payment or whatever? Then you make a little bit more and you're like, okay, now I'm past survival. Like, how do I start to grow? Right? So you invest in yourself, your business, your education, whatever. Then you start to grow some more. Then you start saying, okay, now I'm growing and I'm making money and I'm living a decent life, but how do I build for the future? So it's not just the now, then it's the future, right? And then what happens is you definitely get to a point, at least I've seen this for myself and a lot of clients is you start to make a good amount of money and the problem becomes how do I make sure that this doesn't ever go away? Right? Like now I'm living this really good life and I can travel and I can spend time with family and I can do the things that I want to do. And I can buy nice clothes or go to nice dinner or do nice things for my kids or whatever your thing is. And I don't have to think about money. But then there's this fear of like, what if I lose that? Right. And going back. And so the money problems just change. I believe it's an instinct that's built into us. Like the monkeys that ate bananas and then just stopped worrying and didn't hoard them. ended up dying faster than the ones that hoarded them, right? And so, like, I think it's an instinct to be paranoid, to be fear-driven, and that's where we have to, as humans, understand our wiring and say, my wiring is for survival, not for happiness and fulfillment, right? Because survival is what reproduced. Happiness and fulfillment, especially in a scary world of survival, ⁓ doesn't do very well. The Dental A Team (24:27) Sure. Derick Van Ness (24:52) Right? So, so we have to try to rewire our brain as much as we can. ⁓ And I think the biggest thing is to focus on a big future, a big vision. When you're moving towards something, then you're not focused on moving away from something. When you're in fear, you're, moving away from something. I'm moving away from failure. I'm moving. I'm trying to avoid losing money. I'm trying to avoid running out, trying to avoid making a mistake. You know, this about business ownership, like you can't avoid the mistakes. You just try and minimize them. and learn from them as fast as you can. Like making mistakes is part of success and nobody says it that way, but I think it's really, really important to get that. And when you're moving towards something, you're in abundance, you're in striving, you're in goal oriented, whatever your thing is. And that doesn't have to be about money. That could be, I wanna be a great parent. I wanna get in better health. I wanna have more free time and make the same money. So this isn't like just a money conversation, but when you're moving toward those, you have a tendency to lose your fear. I think it's when we aren't sure where to go next that we get afraid of losing ground and we do that. And so I think sometimes it's just a matter of clarity and reminding yourself, where do I want to go? What am I building? Like once you get past a certain point, like, you know, once you get past a certain amount of income or a certain amount of wealth, it's not about money anymore. Right. It's really about contribution. It's about impact. And I think when we, our mind can really only focus on one thing at a time, especially as men, ⁓ women are much better at seeing the big picture. ⁓ But, but really when you're focused on something that holds your attention and then it doesn't drift to some of the other stuff as much, it doesn't mean you won't. Cause I'll tell you, I'm at my most vulnerable when I wake up in the morning and my brain starts doing payroll and all these other things. And like you said, The Dental A Team (26:26) you Derick Van Ness (26:47) I have enough cash stored away that I could not make a dollar for a year and still pay for my whole business and do the whole thing and be fine. But that doesn't mean that that instinctual part of me doesn't freak out for a minute until I come in and say, hey, we're building massive things. We're changing people's lives. Let's just focus on that and let the rest take care of itself. That really is the best thing for me is to focus on where I'm going, not where I'm afraid I might end up. The Dental A Team (27:15) Absolutely. I think that was good. Good wisdom there. You are the person, if you guys have heard me talk about it on the podcast, this came from Derick. He's the one who's told me it's a return on emotion, not necessarily a return on investment and like what helps you sleep at night, what helps you stay there. And I love that you talked about like it is a survival instinct. It's not a bad instinct. so loving that side, but also tempering it so that way we can enjoy the fulfillment. And again, I also think that there becomes confidence in yourself. I think enough. enough business crashes, enough mistakes, enough things where you come back from it also teach you that there's certainty within yourself that no matter what comes your way, ⁓ you know that you'll be able to survive it, you'll be able to come. Someone told me once, it's not unsafe, it's just uncomfortable. Unless someone's running at you with like a knife and it's truly life threatening, it's like if the stock market crashes, that's like we're still safe, it's just going to be pretty dang uncomfortable for a little bit. If we become bankrupt, Derick Van Ness (27:47) Mm-hmm. Mm-hmm. The Dental A Team (28:13) We're not unsafe, we're just uncomfortable. And that has given me a lot of, I think, temperance on when you think about finances, like that'd be uncomfortable, but I am still safe and I would still be alive and we can come back and we can figure things out. So Derick, I know we wanted to pivot gears and talk R &D credits, because this is something that's new. yeah, let's kind of chat that because I think we've gone through tax strategy, building wealth mindset around ⁓ how to maintain and have that. Derick Van Ness (28:30) Well, yeah, we'll keep it short here. The Dental A Team (28:42) return on emotion and building those skills. And I really love that you just said money issues don't ever go away, they just change shape. And I think that that's the same as business, right? Business problems just become a different flavor and different color. ⁓ But now let's talk about like some R &D credits because we've talked about R &D. I've seen several clients do very well on R &D credits. So was excited to hear like, they're back and they're back again, and they look a little different. So I'm excited to hear if you guys don't know what they are, Derick will definitely explain them and how you can. Derick Van Ness (29:02) Yep. The Dental A Team (29:08) Dental practices are ripe for the picking of R &D, it's exciting to have a resource for dental practices. Derick Van Ness (29:15) Yeah, dental practices really are because the R &D credits are designed when you do new things in your business that are based in technology. And that could be computer science, engineering, biological science, or physical science, like chemistry, ⁓ which dentists are doing all of that stuff. So when you do new stuff in your business, the government realizes you're taking a risk. You're trying a new implant system. You're trying a new ⁓ a new type of diagnostic, you're trying a new flow for your patients, whatever. Sometimes it blows up in your face. I everybody listening here has tried a new piece of software and after six weeks you wanted to throw the computer out the window and you're like, we're going back to the other one, we got to find something else, right? ⁓ Or we tried 3D printing and it was just really, really hard and like some people love it, some people hate it. But at the end of the day, every time you take that risk, the government knows that you could lose money. The Dental A Team (29:57) Totally. Derick Van Ness (30:11) So the R &D credits are really their effort to say, don't stop innovating. Don't stop trying to get better. We know you're going to take some skin, knees, and elbows along the way. And we're willing to give you some credits to help with that. so ⁓ dentists, like dentistry is moving so fast. I don't have to tell the listeners that. There's new stuff every single quarter, every single year. Five years ago, everybody was getting crowns to be milled. Now they're 3D printing teeth and doing all, you know. digital scans and all the other stuff and pretty quick here, think we have robots doing surgery. I don't necessarily want to be the first person to try that, but. The Dental A Team (30:45) Yeah, me neither. I'm like number like 200,000. I'll try it at that point. I'm usually like number two jumping off a cliff if the first person's alive, then I'll jump. Unlike innovative robots, I only have 28 teeth left, so I'll just let them practice a bit more before they come to me. It's okay. Stick with the drill and fill. Yeah, the drill and fill, I'm okay with it. It's all right. It's better. Derick Van Ness (30:51) Yeah. Yeah. Yep. I'll just pay a little more for the people. Yes. so effectively, most dentists just don't realize they're qualifying for these credits. And so what we try to help them do is we do a free estimate to help you understand, OK, let's go through the different things that you did in your practice. It takes maybe a half an hour to identify the different things you've done. And right now, there's a window. And this is why we wanted to talk about this today, that closes on the 4th of July of 2026. So we've got about three or four months left. where you can go back and you can file for 2022, 2023, and 2024. I don't want to bore everybody, but effectively when they did the 2017 tax rewrite, the first Trump tax rewrite, it broke the R &D credits in 2022. You could file for them, but the downside was bigger than the upside, so it wasn't worth doing. Now, they kind of did that on purpose to balance the budget, and they thought, oh, we'll change it before 2022, and then COVID happened, so they never changed it. So it got broken. So they came back and they fixed it and said, hey, you guys can go back and claim this, but you really only have until the 4th of July. So they gave us one year to do it. ⁓ And so it's a big opportunity, a big window right now where you can get three years worth of credit. So you can literally go back. The government will send you a check for taxes you've overpaid, and you can get that money back. I won't tell you the IRS is really fast at processing this stuff, but they do get to all of them. The Dental A Team (32:23) Wow. No. Derick Van Ness (32:34) And the checks come in, and we've done over 1,000 of these for clients. So it's definitely a legit thing. And the credits have been around since the 80s. They became a permanent part of the tax code in 2015. So they were kind of new. They've been around about 10 years. But the first couple of years, nobody knew. then over the last couple of years, they've become more and more popular. But then they kind of screwed them up in 22 through 24. So the reason I wanted to talk about them is if somebody is a dentist, they're not claiming these credits. But they are doing. The Dental A Team (32:38) Wow. Derick Van Ness (33:04) Innovative things upgrading equipment trying new software trying new techniques new implant systems new Diagnostics, whatever you probably got all these credits sitting there. You don't know about and It's worth getting a free estimate to see what's on the table. Yes You do have to amend your taxes, which is a very small pain in the butt But your total time into this should be an hour or two, which is really a short conversation You send over tax returns ⁓ A team like ours would give you an estimate And if it seems like it's worth doing it, then you do it. You just let them do their thing and you write the check for the fee, right? So it's pretty hard to beat bang for your buck hour for hour. And like I said, for a lot of practices, it's between 1 to 2 % of your gross revenue. This is not a quote. This is just like what I've generally seen. So if you have a million dollar practice, it's probably 10 to 20 grand a year if you're doing these types of things. I mean, I have some. We just did a doctor who's got Six offices they're getting almost a half a million dollars back right it can be it can be major and Doesn't take him any longer than to take someone with one office so you know it's it's just a big window of opportunity that I wanted to try and squeeze in here and People who haven't done this or unaware. It's like hey, we got a big opportunity and you can do this for 2025 moving forward every year. It's it's back indefinitely and so my hope is The Dental A Team (34:07) It's incredible. Derick Van Ness (34:32) People can do the catch up. And then from here forward, you don't even have to amend. You just party your tax return. You just don't pay the taxes. Just like you depreciate equipment or anything else and just get the tax break, the difference is tax credits are dollar for dollar. So if you get $10,000 tax credit, it's just $10,000 you don't pay in taxes, not a $10,000 write off, which might be worth $3,000 or $4,000. The Dental A Team (34:40) awesome. Mm-hmm. Totally. No, and I think Derick, I'm so glad you brought this up. And at first I was creeped out by you. I'm not going to lie. Like when you first started talking about it, was like, are these like, I don't know, what are they called? The opportunity zones. And like, I heard a lot of people got their shorts burned on those. And I was like, do I even put this on the podcast? But I will say, Derick just said he's done thousands of them. They have had great success. I have seen clients tell me, thank you. So that's why I wanted Derick to come on because any client that comes from Dental A Team does get preferred. Derick Van Ness (35:03) you huh. The Dental A Team (35:26) I don't know treatment. don't know what you guys do, but I do know that there's, ⁓ you guys get, you just said you get pushed to the front of line. If you mentioned you heard on Dental A Team podcast, we also have a link with big life financial. I'm pretty sure Derick, if I remember right, I'm pretty sure we do. ⁓ but definitely wanted you guys to have that, especially with a closing in July. And it's something where I love that Derick will just like, he's met with me and my husband several times to talk about multiple things. Derick is non pushy. And I appreciate that about you, Derick. You ⁓ educate. Derick Van Ness (35:27) Treatment, yep, yep, front of the line. We do. Yep. The Dental A Team (35:56) and then give people the information and then you're to make the decisions on your own. So I think like, why not? Why not reach out to Derick? Why not just like see what it looks like? And then you have their resources. They're not going to file unless you want them to. You don't have to break up with your CPA if they file for you. I'm pretty sure. Is that right? Like you don't have to switch. Derick Van Ness (36:09) Correct. No, no, yeah, you don't have to. We can amend it for you. But in a lot of cases, it makes sense to just have your CPA do it. They've got all your information. So but we can handle it either way. The Dental A Team (36:25) So I think like on that, I just feel it's very much worthwhile. And I know Big Life Financial does a lot. do. I'll let you like take it because I know you guys are added to more services. But I think like if nothing else, we want to have the call to action of like, just look into the R &D credits. Like I said, I have seen multiple checks go to practices. They have not been audited. ⁓ Things have gone very smoothly for them. I was skittish. But I mean, Derick, we've been talking about this, I don't know, almost five years now, if not longer, that we've been telling practices about it. So. Derick Van Ness (36:52) Yep. The Dental A Team (36:54) very excited, but Derick, kind of tell about the makeup of what Big Life Financial is and then how people can reach out to you, especially in particular to the R &D credits. Derick Van Ness (37:04) Yeah, so for the R &D credits, just go to, it's just BigLifeFinancial.com So BigLifeFinancial.com/DAT D-A-T right? Dental A Team. And all you got to do is just set up a time there to talk with myself or someone on my team. It's like a 15 minute call. And we'll just screen it, see if it makes sense. Beyond that, we do offer full service taxes if for some reason you're looking for tax breaks or you feel like you're, for one reason or another, you need to make a change. then we can do that. We do also work with an RIA. So if you're looking for some of these investments that might have tax breaks or other diversification or whatever, we have those capabilities as well. So we really try to be front to back like what we call like a family office or a fractional family office, which is what the super rich people have. They just have an attorney and a CPA and a Uh, an insurance guy, an investment guy, or probably 10 investment guys who all just work for them. Obviously most people can't afford to have an entire team that just works for them. So we work with a limited number of people, but we have a coordinated team that way. And, and it's taken me like 10 years to find the right people to do that. That's, that's really it because the Uber wealthy have those people, the people who are making 50 or a hundred thousand bucks a year, they don't need it. We really work in this sweet spot where a lot of people make. 300,000 400,000 on the low end to 2 3 million on the high end. And they're kind of in between, not rich enough to have the team that's all working together all the time, but rich enough that you really need it. Like this segment of the population is the one that just gets crushed on taxes. ⁓ And so we're really doing our best to help minimize that. So that's why we work so much with dentists and doctors. The Dental A Team (38:56) That's amazing. I love that Derick. And I think for everybody, it was BigLifeFinancial.com slash DAT. We'll be sure to like link that in the show notes and also add it for you guys. But, and Derick, love, I didn't know what a family office was at first. And then I found out hanging out with a lot of wealthy people, what it is. And so for you to provide that, think worth conversations ⁓ and definitely appreciate the insights today. It was a really fun episode. I'm glad we got back together. It's been too long. ⁓ And like truly guys, just reach out. Again, I would do it as exploration. would do it as like, just find out anytime I hear things like this, I just go book meetings. It doesn't mean I need to actually execute on it. But I think again, learning the language of business, learning the education, seeing if it fills right for you. Now you can ask a million people, but like I said, Derick and I have been doing this for about five years and every client that has been referred to Big Life Financial has gone through, has told me how much they've been grateful for it. So Derick, I appreciate you. Any last wrap up thoughts today as we wrap up today? I appreciate our time so much today together. Derick Van Ness (39:55) No, I think it's just understanding that part of building wealth is beyond just making income, right? Just making income won't build the life you want to live. Once you earn the money, you got to take care of it. And there's a lot of pieces to that. So whether it's with us or someone else, just take that on for your family's sake. It's not just about making it. It's keeping it and being smarter with it. And if you do that, you're going to be in good hands. The Dental A Team (40:20) amazing. Well, Derick, thank you so much for being here today. Thank you all for listening. I love what Derick said, like it's not just enough to make the money, we need to figure out how to keep the money and set yourselves up for the great lives that you've been building and to truly have that big life as Derick has described it. So for all of you listening, I hope that today you don't just passively listen, but you actively take action and commit to having the wealth of your life, the wealth of your dreams to have that life that really ⁓ is the life of your dreams. there's a quote from my mirror from when I was little where I said, don't just dream, do. And I think that that's how I'll leave you today. So for all of you listening, thank you for listening and we'll catch you next time on the Dental A Team Podcast.
Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.SponsorsUNC - https://uqb.promo/unc(00:00) - Wheel of Rants Setup (01:24) - Topic Software Changes (02:14) - Why Change Frustrates Pros (04:15) - Staying Current With Updates (06:16) - AI Shifting Software UI (11:42) - Industry Wake Up Call (16:06) - Stability Versus Innovation (20:04) - Modern Reports Reliability (24:24) - Apple Liquid Glass Woes (26:39) - Adapting To New Ecosystems (29:04) - Wrap Up And Takeaways (29:32) - What Dan And Alicia Are Doing (31:05) - Final Thanks And Sign Off LINKSAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907 Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907 QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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
Smart Financial Moves for Landscape DesignersThis episode explores key financial strategies for landscapedesign business owners. Learn the differences between running your business asa sole proprietor or S Corporation, including how the right choice can impactyour taxes, liability, and overall growth. Real-life experiences illustrate theadvantages of switching to an S corp, such as saving money and gaining clearerinsight into your profits.We also highlight common pitfalls, like mixing personal andbusiness finances or ignoring unpaid invoices, and offer practical advice: keepaccounts separate, set clear payment terms, and use tools like QuickBooks. Theepisode's takeaway: understanding your numbers helps you make informeddecisions and build a stable, thriving business. Subscribe and share if youfound this valuable!Suggested episodes:76: January Power Moves75: Yearly Planning- Visual Goals73: You are the CEO of your Business68: Tracking and Metrics52: Money Mindset14: Year-End Planning5: Efficiency and Profitability Please be sure to subscribe and follow @kismetdesignco& @ProcessDrivenDesigner.Please also sign up for my newsletter to be notified of upcoming webinars,courses, and other offerings https://kismetdesignco.com/classes/
How quickly you grab attention on social media can be the key to scaling your business. In this first episode of the YAPCreator Replay, Hala Taha dives into content marketing and storytelling strategies, showing entrepreneurs how to create scroll-stopping videos that get their audience hooked and coming back for more. You'll hear insights from top content creators like GaryVee, Sean Cannell, and Alex Hormozi on crafting compelling content that turns viewers into loyal, engaged fans. In this episode, Hala will discuss: (00:00) Introduction (00:49) Winning Attention with Thumbnails and Titles (03:12) GaryVee on the TikTokification of Social Media (09:17) How to Master the Curiosity Gap (11:41) Action-Based Hooks That Drive Retention (14:55) The Power of Storytelling to Boost Engagement (18:15) How to Craft Memorable Stories Hala Taha is the host of Young and Profiting, a top 10 business and entrepreneurship podcast on Apple and Spotify. She's the founder and CEO of YAP Media, an award-winning social media and podcast production agency, as well as the YAP Media Network, where she helps renowned podcasters like Russell Brunson, Jenna Kutcher, and Neil Patel grow and monetize their shows. Through her work, Hala has become one of the most influential creator entrepreneurs in podcasting. 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. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. 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/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay Resources Mentioned: YAP E291 with GaryVee: youngandprofiting.co/41DRxcd YAP E198 with Alex Hormozi: youngandprofiting.co/E198 YAP E198 with Alex Hormozi: youngandprofiting.co/ValueEquation YAP E278 with Sean Cannell: youngandprofiting.co/E278 YAP E279 with Sean Cannell: youngandprofiting.co/E279 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, Instagram, Digital Marketing, Advertising, Communication, Video Marketing, Social Proof, Marketing Trends, Influencers, Influencer Marketing, Marketing Tips, Digital Trends, Online Marketing, Marketing Podcast
Amy Suzanne Upchurch, mom of six and Founder & CEO of Pink Stork, leads a wellness brand empowering women through every stage of womanhood with clean, purposeful supplements. Top 3 Value Bombs 1. Motherhood isn't a limitation; it's a leadership advantage that builds decisiveness, focus, and resilience. 2. Pain is often preparation; personal health struggles can become the foundation for meaningful, mission-driven businesses. 3. Women don't need to be "fixed"; they need support that honors how their bodies were designed to function. Check out Amy's website to learn more about Pink Stork products - Pink Stork Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Cape - A privacy-first mobile carrier, built from the ground up with security as the priority. If you care about protecting your digital life without giving up your smartphone, Cape makes that possible. Visit Cape.co/fire and use code FIRE for 33% off cape for 6 months today! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. 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.
In this episode of Business Brain, we focus on the power of getting your first 100 customers and why speed beats perfection every time. Instead of overthinking your launch, we lean into action—getting real people using your product as quickly as possible. We talk about capturing valuable data, gathering testimonials, and even giving your product away early to learn what actually resonates. Those first customers become your proving ground, helping you refine your offer while avoiding the trap of analysis paralysis. We also dig into why buying and selling are emotional decisions and how those early customer interactions help you understand the real motivations behind a purchase. Along the way, we share how simply creating—whether content, products, or experiments—builds momentum toward your own Charmed Life. In this episode of Business Brain, we remind ourselves that the fastest path to traction is learning directly from real users and letting those first 100 customers guide the next steps. 00:00:00 Business Brain – The Entrepreneurs' Podcast #732 for Wednesday, March 4, 2026 00:01:12 March 4th: National Grammar Day Grammarly Pro The value of just creating content: written, audio, whatever. Just do it! 00:07:11 Which LLM are you using, and for what? ChatGPT Perplexity Claude Sponsor 00:09:02 SPONSOR: Tempo – Tempo delivers perfectly-portion meals to your door, each is ready in just 2 minutes. For a limited time, Tempo is offering Business Brain listeners SIXTY PERCENT OFF your first box at TempoMeals.com/brain 00:10:53 SPONSOR: Intuit QuickBooks Payroll – Leave the chaos behind and start the new year off right with QuickBooks Payroll. Learn more by visiting QuickBooks.com/payroll 00:12:06 Your first 100 customers Capture data from them Don't charge them, just use them as a test The value of giving away your product Get your testimonials Makes it easier to get a product to market 00:15:34 Buying and Selling are emotional decisions Tell us we're wrong! The first 100 customers test avoids analysis paralysis 00:21:18 Business Brain 732 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 Your First 100 Customers – Business Brain 732 appeared first on Business Brain - The Entrepreneurs' Podcast.
As a business owner, it is important to stay ahead of the curve when it comes to tax preparation. You want to make sure that you are ready for any unexpected decrease in expenses or increases in income so that you don't have any surprises when it comes time to pay your taxes. The rules and regulations change every year, and if you are not prepared, you could end up paying more taxes than necessary. In today's podcast episode, I'm discussing a few tips for getting ready for your tax preparation. Another thing to consider is whether or not you have been taking advantage of all available deductions and credits regardless of whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional. There are many deductions and credits available to business owners, and they can vary. Listen in so that you can follow these tips to ensure that your business is in compliance with the latest tax laws and that you are taking advantage of all the deductions available to you. It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google document, this episode will be helpful for you... Join us in a community built specifically for accountants and high-stress professionals. You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
We had a kwentuhan with Happy Hive last Philippine Startup Week 2025!Happy Hive offers business registration, bookkeeping and tax filing, payroll, and virtual office services—plus a cozy coworking space in Quezon City.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction01:15 Ano ang Happy Hive?25:35 How can listeners find more information?HAPPY HIVEWebsite: https://happyhiveinc.comFacebook: https://facebook.com/happyhiveincPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coMaroonStudios: https://maroonstudios.comRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum 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.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Despite having a finance degree and achieving early success, Dave Ramsey experienced bankruptcy. Forced to rebuild from zero, he turned to timeless financial principles that not only restored his wealth but also helped him build a business that serves millions on their journey to financial freedom. Now on Spotify video! In this episode, Dave returns with some proven money management strategies to help high earners avoid costly financial mistakes, eliminate debt, and build lasting wealth. In this episode, Hala and Dave will discuss: (00:00) Introduction (02:40) From Bankruptcy to Personal Finance Principles (07:30) Credit Cards and Spending Psychology (15:56) Is There Anything Like Good Debt? (18:28) Debt Snowball vs. Avalanche Strategy (20:17) Financial Planning for High Earners (30:11) Money Mistakes Young People Make (39:19) Ramsey Solutions' Business and Revenue Model (44:16) Creator Entrepreneurship and Succession Strategy (49:21) Recurring Revenue Built on Trust Dave Ramsey is a personal finance expert, radio personality, bestselling author, and founder and CEO of Ramsey Solutions. He is the host of The Ramsey Show with over 18 million listeners each week. Through decades of research on wealth-building and investing, Dave has helped millions achieve financial freedom using proven money management principles. 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. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. 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/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay Resources Mentioned: Dave's Website: ramseysolutions.com Dave's App, EveryDollar: everydollar.com Dave's Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove YAP E344 with Dave Ramsey: youngandprofiting.co/E344 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, Stock Market, Scalability, Investment, Risk Management, Business Coaching, Finance Podcast, Saving
Keith sits down with Fred Hodge Jr., owner of Clearview Washing in New Jersey—an exterior cleaning company that's been growing since 2004 and now runs up to 26 employees in peak season. Fred breaks down what actually helped him scale: lead gen, hiring, culture, and the systems that keep the business running even when he's on vacation (without the "putting out fires from the beach" vibe). They get into niche high-profit services (yes, chandelier cleaning), the KPIs that drive pricing decisions, how to raise prices without nuking your calendar, and why Fred keeps a buffalo picture behind his desk—to remind himself to run toward problems, not away from them. "What got you there isn't the same avenue what's gonna get you to your next place." – Fred Hodge Jr. What You'll Learn in This Episode: How Fred scaled from "Chuck in a truck" to a multi-crew operation The systems that help him step off the truck—and stay off Why bundling services dramatically raised their average ticket How to use simple KPIs (no algebra required) to make smarter pricing moves What "penny smart, dollar foolish" looks like in real business decisions How to build a team culture that retains great people Key Takeaways: The Business: 22 Years, 26 Employees, Multiple Services. Clearview Washing offers window washing, power washing, soft washing, gutter and roof cleaning, holiday lights, shrink wrapping outdoor furniture—and even chandelier cleaning. Peak season team size hits around 26 employees, with a business mix that's roughly 70% commercial (including HOAs/condos) and 30% high-end residential. The "Chandelier Cleaning" Advantage. Fred explains why chandelier cleaning became a standout niche: most competitors avoid it due to complexity and liability. Clearview leaned in, developed the skill set and tools, and now gets inbound calls from across New Jersey—sometimes landing $8K–$10K chandelier-cleaning projects in high-end homes. Scaling Happened When Systems Got Serious. Fred credits a major turning point to implementing real operational systems (with big help from his wife, who drives processes). That included choosing a CRM (Jobber) and building workflows that reduce chaos and prevent everything from escalating to "owner-level emergencies." He even jokes their QuickBooks coach says they're "not an exterior cleaning company—they're a technology company that offers exterior cleaning." Connect with Fred Instagram: https://www.instagram.com/fredhodgejr/ Facebook: https://www.facebook.com/freddie.hodge Website: https://clearviewwashing.com/ Connect with Keith Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas Resources and Websites: Start Getting Leads Now https://www.footbridgemedia.com/keith The Untrapped Alliance: https://www.keithkalfas.com/alliance Resources You Need To Build A Successful Business https://www.keithkalfas.com/resources
From the archive: This episode was originally recorded and published in 2023. 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. Rudy Mawer is a serial entrepreneur who's raised millions, ran billion $ brands, big celebrity marketing campaigns & helped over 40,000 people grow their companies online! Top 3 Value Bombs 1. The biggest thing most people miss in becoming successful is creativity. 2. Adapting and changing your thinking will help you reach your goals and succeed. 3. Anything is possible if you commit and put your mind to it. Learn more about Rudy, The Man In Red - TheRedLife.com Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Thrivetime Show - Make 2026 your best year yet! Start your transformation by attending the world's highest rated business growth workshop taught personally by Clay Clark, featuring Football Star and Entrepreneur, Tim Tebow, and President Trump's Son, Eric Trump, at ThrivetimeShow.com/eofire! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. 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.
We had a kwentuhan with Sunshare last Philippine Startup Week 2025!Sunshare is developing smart technology that enables anyone to equip their solar panel with a smart meter that allows them to 'sell' and distribute extra electricity.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction00:51 Ano ang Sunshare?17:38 How can listeners find more information?SUNSHAREWebsite: https://web.uc-bcf.edu.ph/2022/09/09/uc-installs-solar-panels-to-legarda-campus-through-sunshare-projectPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coMaroonStudios: https://maroonstudios.comRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum 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.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
I hate the term “virtual assistant.”Because it makes you think you're hiring one type of person.And you're not.This week alone I got emails that reminded me how wildly different the people are that you can hire in the Philippines.This episode is basically me showing you three real people I interacted with recently:
The Get Paid Podcast: The Stark Reality of Entrepreneurship and Being Your Own Boss
Running ads is one thing. Scaling them without freaking out (or breaking what's already working) is another. In this episode, financial coach Gina Knox shares what changed when she stopped dabbling, got serious about her funnel, and used a weekly webinar rhythm to create more consistent revenue—without needing a giant launch every time. This Week on the Get Paid Podcast: What clicked when Gina treated ads like a scaling tool (not "extra lead gen") The surprising part of scaling spend that almost makes people quit too early Why weekly webinars can beat the "big launch" model for the right business How being inside Get Paid Marketing changed what was possible for her funnel 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 podcast: Get Paid Marketing (GPM) Small Business Money School Gina Knox's free training Gina Knox: From a $200 Side Hustle to a $324K Launch Gina Knox Hit 7 Figures Thanks to Basic Image Ads Now it's time to GET PAID. Thanks for tuning into the Get Paid Podcast! 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.
Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.SponsorsUNC - https://uqb.promo/uncResources:In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdfPartner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60Canny for product feedback: http://intuit.canny.ioCustomer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907 QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 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 (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later' in QuickBooks (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists) (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time? (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO (52:43) - What's Next: Intuit Podcasts, Intuit Connect, and July's Mysterious AI Agents (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes
Thanks to our partners Promotive and Wicked FileYou already know how to pay your technicians, but what about everyone else? Your service advisors, your counter staff, your shop manager... how do you build a pay plan that actually motivates them to perform?In this follow-up to last week's technician pay plan episode, Hunt Demarest walks through the three most common commission structures for front-office and management staff: paying off total sales, paying off gross profit, and paying off net income. Using a real client example, a shop owner who wants to reward his son for growing the business from $2 million to $2.5 million in annual sales, Hunt breaks down exactly how to calculate each structure, what percentage makes sense, and how to stress test the plan before you hand it to your employee.The big theme running through all three structures is: only reward people for what they can actually control. Paying a manager based on net income sounds fair in theory, but what happens when you buy a $30,000 side-by-side for the shop and write it off? Hunt explains why net income plans almost never work in practice, why gross profit plans are more aligned but more complex, and why a simple percentage of sales, with a few key guardrails around gross profit floors, is often the most transparent and motivating option for most shops.Whether you're building a plan from scratch or rethinking one that isn't driving the behavior you want, this episode gives you a clear, repeatable framework and a reminder that none of it matters unless your employee actually understands the plan and knows how their daily actions will move the needle.What you'll learn in this episode:(03:15) The benchmark that might surprise you about flat salaries(05:15) The rule every pay plan must follow relating to compensation and penalization. (08:30) A real case study and step-by-step instructions on building a payment plan.(10:20) The base pay ratio that makes or breaks a commission plan(12:00) How to protect yourself from a sales-based plan backfiring (including gross profit floors and percentage-of-increase structures) (17:40) Sales vs. gross profit plans(19:50) Shop management software vs. QuickBooks: why Hunt is adamant you should only use one of them to calculate commissions(23:40) The $30,000 side-by-side problem: why paying a manager off net income almost always ends in resentment and what to do instead.Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in
Philip Holan, CEO of Payment Collect, joins host Mark Monroe on this episode of the Real Estate Power Play Podcast to break down the truth about credit card processing and merchant fees.If you're a business owner or planning to become one, this episode is a must-listen.With over 20 years in the payment industry, Philip exposes what most merchants don't know about interchange fees, hidden markups, auto-renewal contracts, equipment traps, and how processing companies really make their money.In this episode, you'll learn: • How credit card processing actually works behind the scenes • Why merchants unknowingly overpay in fees • The dangers of long-term contracts and proprietary equipment • How to negotiate and lock in better processing rates • What to look for before choosing a merchant providerPhilip also shares how Payment Collect integrates with QuickBooks and helps businesses reduce processing costs while maintaining full control.Listen now and learn where real commercial opportunities are being created.#SellerFinancing #sellerfinancingstrategies #markmonroe #realestateinvesting #realestate #cashflow #realestatetips #RealEstatePodcast #PhilipHolan #PaymentProcessing
Whether you set goals at the beginning of the year or you have resolutions you have promised yourself you'd do in the new year, now is the time to make sure you are on track so that you can follow through with your goals and resolutions for the remainder of the year. I'm sure that you've heard that most people will quit their resolution after just one week. When asked why they don't stick with their resolutions, most people will say that they don't have the time, resources, or support to keep the motivation up so that they can stick to their resolutions. This can be true of goals as well. When you want to ensure you are reaching your goals and sticking to your resolutions, you need to make sure you are following through. This includes checking in to see how you are doing and being truthful to yourself if you feel you are slipping and need to realign yourself so that you can continue to move forward. In today's podcast episode, I am going to help you take a realistic approach to making sure you are staying on track or picking yourself up and getting back on track early in the year. I don't want you to go a few more months into this year and just give up on your resolutions and goals. You made promises to yourself to reach these goals, and today, I am going to hold you accountable and give you a second chance if you've found it was much easier to make your resolution than to keep your resolution. Resolutions and goals are important to your business, whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional. Many of the resolutions business owners make revolve around the organization of their financial data or bookkeeping. Listen in, and let me help you make a lasting change with the resolutions and goals you've set for this year. It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, this episode will be helpful for you… Join us in a community built specifically for accountants and high-stress professionals. You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
We had a kwentuhan with Excelon last Philippine Startup Week 2025!Excelon Partners is a fund management partnership wherein investors can earn higher than benchmark returns without the hassle of due diligence and analysis.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction01:10 Ano ang Excelon?26:12 How can listeners find more information?EXCELONWebsite: https://exceloncapital.comFacebook: https://facebook.com/profile.php?id=61563093886362PHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coMaroonStudios: https://maroonstudios.comRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum 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.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Chris Holman welcomes back Sean Cervantes – Business Development & Growth Officer at LAFCU, Lansing, MI. You have an event coming up, tell us about that? What prompted LAFCU and Grassroots Giving Lansing to focus this mixer specifically on lending essentials for entrepreneurs? For early-stage business owners, what are the most common challenges you see when they first try to access capital? How can understanding SBA lending and credit readiness help entrepreneurs position their businesses for long-term growth? What should attendees expect to walk away with from this session that they can apply right away in their business? Why are events like this important for building a stronger, more inclusive entrepreneurial ecosystem in the Lansing area? How can folks sign up to attend? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ LAFCU and Grassroots Giving Lansing to host entrepreneurship mixer focused on lending essentials LANSING, Mich. — LAFCU and Grassroots Giving Lansing will host the second session of their Entrepreneurship Mixer Series, The Lending Essentials, from 11 a.m. to 2 p.m. Saturday, Feb. 21, at LAFCU headquarters, 106 N. Marketplace Blvd. in Lansing. The event is free and open to aspiring and early-stage entrepreneurs. The Entrepreneurship Mixer Series is a quarterly networking and education initiative designed to support local entrepreneurs at every stage of their journey by providing practical education, access to local experts and meaningful networking opportunities. The first event, held last November, drew more than 35 attendees, highlighting strong interest from the Lansing-area entrepreneurial community. Attendees will enjoy lunch, authentic conversation and networking with local business leaders. Participants will also have a chance to win a laptop and a free year of QuickBooks to support their business success. Registration is required. To RSVP or learn more, visit https://www.lafcu.com/grassrootsgiving. Official rules for giveaway will be available at the event. No purchase is necessary. About Grassroots Giving Lansing Founded in 2023 by Ali Bennett, Grassroots Giving Lansing is dedicated to supporting Black business professionals and fostering meaningful connections between Black-owned businesses and the surrounding community. The organization is committed to nurturing inclusivity within the Greater Lansing area by empowering entrepreneurs through strategic partnerships, community engagement and resource-driven networking. Grassroots Giving Lansing works to create an inclusive ecosystem that promotes economic growth, celebrates diversity and champions the resilience of Black business professionals across the region. About LAFCU Founded in 1936, LAFCU (pronounced laugh-cue) is a not-for-profit, member-owned credit union open to all who live, work, worship or attend school in Michigan, and to Michigan businesses. LAFCU serves more than 74,000 members and holds over $1 billion in assets. With a particular focus on serving people of modest means, LAFCU is committed to enhancing its members' financial well-being and creating long-lasting positive change across generations. Awarded the prestigious Dora Maxwell Social Responsibility Community Service Award, LAFCU is known for its people-helping-people mission, which has led to award-winning financial literacy programs for all ages. A three-time honoree as a national ‘Best Credit Union to Work For,' named a Best Place to Work for Women, and recognized globally for its diversity, equity, and inclusion initiatives, LAFCU stands out for its commitment to creating an inclusive workplace. Learn more at www.lafcu.com. # # #
Anya Cheng, Founder and CEO of Taelor, is making personal styling accessible to everyday professionals with an AI-powered clothing-on-demand service built for busy men and influencers. After 15 years leading product teams at companies like Meta, eBay, McDonald's, and Target, Anya turned her own frustration with shopping and laundry into a mission-driven business that helps people look great, feel confident, and save time—while also supporting sustainability by keeping more clothing out of landfills. We explore Anya's Product Management Framework, the structured approach she uses to build and scale products. Instead of starting with technology, she begins by Identifying the Right Problem, then Looking at the Persona, Validating the Buying Journey, and Identifying Pain Points. From there, she Selects Decision Criteria to prioritize what matters most, Brainstorms Solutions, and finally Identifies the Right Solution based on impact, feasibility, and business value. She explains how this framework guides everything from launching Taelor to deciding which AI features to build next. — 7-Steps to Winning Products with Anya Cheng Good day, dear listeners. Steve Preda here, Founder of the Summit OS Group. And my guest today is Anya Cheng, the Founder and CEO of Taelor, an AI-powered clothing on-demand service for men and social media influencers. Anya, welcome to the show. Hello, this is Anya from San Francisco. I’m the founder of Taelor. We use AI to pick clothes for busy men. In the old days, only celebrities had their own human stylists. Now everyone can have their own AI stylist, and we send people real clothes to rent. Before starting the company, I spent 15 years in big tech companies. Most recently at Meta, where I helped build Facebook and Instagram Shopping. I was Head of Product at eBay and helped them launch new businesses in the US, Latin America, Africa, and Asia. I was also a Senior Director at McDonald’s, where I helped build their food delivery business globally when Uber Eats just started, and I helped Target build a tech office here in Silicon Valley. I’m excited to share more. Okay, well we already got a lot out of you, so thank you for giving this quick bio. What I’m very interested in is what drives you. So you worked for Target. I think you worked for Amazon, at least with Amazon. You worked for other big tech. EBay, McDonald’s, and Facebook. Yes, so big tech companies like Meta. What makes someone who is a successful leader in big tech break out start as an entrepreneur? What is your personal “Why” that drives you and that you want to manifest in your business? Yeah, it actually start with my personal problems that I had. When I was working for Meta, I was a few female leaders there leading large technology team. So I felt a little bit of imposter syndrome. I wanted to look great, but I don’t want people to find out that I’m freaking out every day. So I tried some subscription boxes like Stitch Fix, which is similar to the old Trunk Club. It's good that someone styles you. But once you receive those boxes, you have to decide right away: how many times am I going to wear these clothes? And you have to buy before you can wear them. So can I find something even cheaper somewhere else? How do I pair these items? And once I buy them, I have to do laundry, ironing, and folding. It's just a lot of work. So I started using rental companies. I rented from companies like Nuuly, which is a $500 million revenue company, or companies like Rent the Runway, which is a public company. They are all great—you can rent, you don’t have to buy. But they require people to pick from hundreds of thousands of garments. You spend two hours picking, picking, picking, browsing, browsing, browsing. And I’m not into fashion. I don’t like fashion. I don’t have time to do shopping. I'm not fashion-forward, so I don't even know how to pick. That was the “aha” moment for me— I realized most fashion companies are designed for people who are into fashion, not for people like me who just want to get ready for the day and be successful.Share on X So I started doing research. Are there other people like me—who hate shopping and laundry but need to look good, be socially active, go to meetings, close deals, get jobs? It turns out there are a lot of people like me: busy men, single guys, salespeople, consultants, pastors, recruiters, professors. There are 15 million single men, 14 million sales professionals in the U.S., and it turns out we started Taelor to help people like me look great without having to think about fashion. Well, I don't know—if you look at my shirt, I probably could also use some Taelor treatment, an AI telling me how to dress better. So what drives you? I understand this is a great idea and definitely necessary, but what makes you excited about it? I think I've personally always been passionate about helping people achieve their goals. I started as a blue-collar kid—my mom is a housewife, my dad is a factory worker, originally from Taiwan, and they've been in the U.S. for 20 years. As an immigrant, I came to the U.S. and was very lucky to have a lot of people help me. I got a student long ago, went to Northwestern University, got my MBA from the University of Chicago. I came to the U.S. without knowing anyone here, but many people helped me achieve the American dream. So it has always been in my heart to help more people achieve their dreams. What I realized was that dressing well really helped me—almost like a student who buys a textbook and feels ready for the exam even though they haven't read it yet.Share on X People using amazing software or tools will buy books or start learning and already feel smarter than before. It's really a peace of mind that helped me. So I've always been passionate about how I can help more people achieve their goals, their dreams, and their full potential. I realized this business helps me do that. I've tried to do that in other ways before: I've published books, created online courses, and taught at Northwestern University. But this business is an additional way to help people achieve their goals. At the same time, my co-founder, Phoebe, who is originally from Malaysia, she has been in the U.S. for 20 years. Growing up, she wanted to be a fashion designer, but in an Asian family, she became an accountant and finance professional, eventually a CFO. She always had a little spark in her heart to do something related to fashion, and she is very passionate about sustainability. She constantly talks about how today, 30% of clothes go directly from factories to landfills, generating 10% of carbon emissions and polluting 20% of the world's water. Sustainability is really close to her heart. By the time she had worked for 15 years, she felt ready for a change, and we both shared the same vision. That's how we started the business together. Love it. It's really a mission-driven company. I didn't realize this when we first talked, but a lot of people are held back by not being well-dressed. Again, I don’t want to be the example here. I also like the idea because my daughter talks a lot about throwing away clothes and how much damage it does to the environment. I really like that you help people wear and buy only the clothes they actually need and send back the ones they don't. This is awesome. So let's switch gears here. I'm really curious about how you develop your products because this is a very creative business. You have to develop a new, revolutionary concept and product. Do you have a framework for developing these products? Yeah, absolutely. We always start with the problem we are solving. I teach product management at Northwestern University, and most people, when they think about building a product, their first thought is, “Hey, what product am I building? How do I build it? What technology should I use?” We use AI to build this—we build AI agents—but in fact, you should take a step back. There are two equally important questions you need to ask: what problem should I solve, and what solution should I pick? Most people spend 95% of their time thinking about what solution to pick. But first, you need to figure out what problem you should solve. The problem you solve is actually the most important thing, because if you're solving the wrong problem—one that people don't care about, or one that won't help your business, or one that you can't actually solve—then no matter how great your solution is, it's going to be a waste of time. For example, what we found is that we are totally different from women's rental companies. The problem we are solving is for guys who are busy but socially active. They have dreams. As a realtor, I want to sell one more house. As a small business owner, I want to grow my business to open a second restaurant. So they have a dream. Dressing well and looking good is something that helps increase their chances of success—getting a job, closing a deal, showing up confidently.Share on X What we are really selling is a concierge service, an executive assistant, a fairy godmother, a gadget guy behind the superhero—it's peace of mind. If you look at women's counterparts, like Nuuly or Rent the Runway, they have hundreds of millions in revenue each, but they are solving a problem for women like me. So we want to look great every single day and want to wear different things. So wearing different thing versus, I don’t want to think about it, is actually totally different problem. So if you think of our business model financially is different. For example, in women's rental businesses, margins are very low because people rent clothes and don't buy. On top of typical e-commerce costs like shipping, there are additional costs like laundry, so margins remain low. But in our business, customers use the service as “try before you buy.”. They want to save time and save space. So a lot of our revenue actually also come from people actually buying the secondhand clothes. And those people are people who would never buy secondhand before because they don’t have time. So those are white-collar, busy men renting clothes and also buying them. In addition, they ask me where to buy shoes or accessories, Valentine's Day gifts, where to get haircuts, even where to go on vacation. They treat us more like an executive assistant service. They give us lots of feedback, and we monetize that feedback back to fashion brands to help them predict what's going to sell. Okay. That’s fascinating. So it's a two-way business because you are also selling the data that you’re collecting from people. Customer feedback, like “the sleeve is too long,” “the fabric is too tight,” “this isn't flexible,” and also insights like, “This is an amazing brand, but it's too expensive compared to 90% of our other brands on the platform, so you should lower your price.” We give that feedback to brands so they can improve. Yeah, which is basically data they don't have—and it's very valuable. That’s fascinating. So, going back to the framework—because we're a podcast about frameworks—I want to make sure we have a clear framework. You identify the right problem first, and then you reverse-engineer from there. What are the steps to get from the right problem to the right solution? Yeah, so going from the right problem to the right solution—that's step number one. To solve the right problem, you first need to understand your personas. For example, a simple persona for us is a busy man who isn't into fashion, such as a single guy, a busy dad, a sales professional, a consultant, or a pastor. Then you map out their journey. For example, they might need to go on a business trip, attend a meeting, go to a birthday party, or go on playdates with their kids. Along that journey, they realize their clothes are old or out of style, and they need different outfits. But when they look at what they have from last year, the clothes are already too small or too big. So you identify the journey. So for example, they realize they need new clothes, and there’s a moment they say, “Okay, I can either buy exactly the same thing as last year, or… hey, I heard people are actually renting through women’s counterpart—maybe there's something like that for me.” It's like when you're bored and deciding whether to stick with Comcast or try Hulu, Disney+, or Netflix. So identify the journey. After mapping the journey, the third step is identifying the pain points. A simple feature, for example—Facebook. We all use Facebook, and one feature is the birthday feature. The personas are people who have a birthday and people who want to wish their friends a happy birthday. The pain point for the birthday person is: “I'm not sure if I should tell people, but I also don't want everyone to forget my birthday.” For friends who are close to the birthday person, their pain point is: “I forgot my friend's birthday.” So you have a lot of different pain points. Once you have your persona, their journey, and their pain points, the fourth step is to define your selection criteria. For example, you want to pick the biggest problem to solve. What should your selection criteria be? How many people are impacted, how painful it is for those people, and how likely you are to be able to solve the problem effectively. Then you choose one pain point to focus on. For example, for Taelor, we pick that we want to help busy men who are not into fashion to dress well. The pain point we addressed is helping them save time and look great.Share on X We didn't try to solve other problems. For example, a luxury menswear company might offer Louis Vuitton or Burberry for rent. The pain point they address is helping people who want luxury clothes but can't afford them, which is very different from our focus. The key is to use your selection criteria to pick the right pain point to solve first. Now you have the pain point. For example, for me, it is helping people have peace of mind and achieve their goals. Now you start using exactly the same framework for your solution. You pick your selection criteria and identify different solutions. Take Facebook birthday as an example. Oh, the problem I want to solve is that for people who are birthday boys or girl’s friend, they want to host a party. Now you can come out with plenty of solution. For example, the solution one could be AI generating party locations. The solution two is AI generate invitations. The third could be AI suggesting a party game or activity. Then you do the same thing—you identify your criteria. There are so many solutions, so what’s my criteria? The criteria are: which solution solves the pain point better? Which one requires fewer engineering hours? Which one can drive more engagement, traffic, or revenue for the company? Then you use the framework to pick the solution. Yeah. Love it. Okay. That’s fascinating. So you find the right problem. Then you look at the persona that has that problem. Then you identify the pain points that really bother these people. You find those persona and journey. That’s how you find a problem. The journey as well. So the persona. Okay. And these are busy men, so you map their journeys. They need to go to church, they need to go to meetings. Then you use your criteria to select the solution. That’s right. And then you basically stress test. Is this the right solution? Does it fit the criteria? Does it handle the pain points? Fascinating. Yeah. So you’re selecting criteria for your problem. And after you pick the problem, you have the same different selecting criteria to pick your solutions. Yeah. Got it. So how do you decide what features to develop? You have your product—you've got the clothes. People can order them, try them out, and send them back. You take care of the laundry. They don't have to worry. AI gives advice. How do you know what features to develop to define your product further? Yeah. So the features to develop use the same framework. We start with the problem. Then we ask, what feature—or solution—solves that problem? For example, our customers say, “I hate shopping.” The solution is our AI shops for them. But they also say, I have a little bit points of views. So then we offer them a chance, they have a style quiz. They can upload a picture, say “I don't wear pink, blue, or green,” And they can say, “I never wear turtlenecks.” And then they show a few pictures of the style that they like, if they have any, or we show them pictures to like or dislike. This way, we understand their preferences and pain points. And then when they decide a feature, we're thinking about the solutions to address their pain points.Share on X So for this example, and in terms of getting into the Product Management framework: If you are really going into product management, how do you find out the solution using quant and qual? For example, you interview your customers, run focus groups, check Google Analytics, Adobe Analytics, Shopify data, QuickBooks—your data points. Then you have qualitative and quantitative numbers. From there, you see the opportunity for a feature. You might identify a pain point: everyone comes to our homepage, but they drop off on the second page. Why? The homepage isn't very clear. There's no clear call-to-action button; the button was hidden. It was below the fold. Users have to scroll three times before they see the button. So, okay, I have a hypothesis. The hypothesis is that people drop off because they don't see the call-to-action button. So I'm going to come up with a solution. Solution one: move the button to the top. Solution two: have a floating button that is always visible. Solution three: show a pop-out button. And then using the same framework, like, okay, these are three great solutions. Which one take less engineering hours? Which one will potentially solve the problem better? Which one do we think will be more effective or generate more revenue? And then you decide. That's how we decide on the features. Yeah, that’s great. Then the AI keeps learning your criteria, keeps refining, and keeps suggesting better and better-fitting clothes. It gets faster from there, I presume. Yeah, because the customer provides feedback. Your Netflix shows—when you start, you might watch all the true crime. But after a few weeks, you start watching other things, like romcoms or Korean dramas. They see what you watch, and you start seeing those suggestions too. At the same time, what's different at Taelor is that we know the problem we're solving: helping people try something a little out of their comfort zone, because that's why they want a stylist.Share on X So we also tend to recommend something new. We work with over a hundred different brands, so we might suggest something they haven't tried before. “Oh, you've never tried purple? Why not try these light purple shirts? They look really good, similar to blue.” “Oh, you've never tried pink? How about this spring pink t-shirt? It's really nice.” It's a rental, so they don't have to commit, and they're willing to try something new—just like with Netflix. “I'm not sure if I'll like the show… watch five minutes, we'll see.” And then, is this a global business, Taelor, or is it focused on the U.S.? It's focused on the U.S. We serve nationwide—anywhere the post office can reach. After people sign up, shipping takes one to three days. They wear the clothes for a couple of weeks. After that, they return the clothes in a prepaid envelope. They can go to the post office, or use a post office app with one click to schedule a free pickup. You can also drop it in blue collection boxes on the street. If you're traveling—say, to New York for business—you can just return it at the hotel lobby. It's prepaid, just like any package. You ask, “Can I mail it back?” It’s prepaid. They always say yes, and then you go home, and new clothes has arrived. You don't have to do any laundry when you get home. And you don’t have to check in your luggage. Exactly. You don’t have to. And to get on and off the plane quickly. I love it. That’s great. So if people would like to learn more, or they’d like to check this service out, or want to connect with you personally, where should they go? Where can they find you? Yeah, go on https://taelor.style. Use the code PODCAST25 to get 25% off your first month or use the code PODCASTGIFT to buy a gift card with 10% off. And if you are great suppliers or business owners, you also want to tap on and work with your product, perfect for man who are busy. We love to partner with you. We work with dating sites, fitness centers, career coaches, and executive coaching companies. We also do holiday gifting, employee gifting, and new hire gifting to help your employees look great and save time. For investors, we are now backed by some of the largest consumer investors in the U.S., such as Goodwater Capital, the investors behind Lyft and Socar, Facebook, Twitter, and Spotify. Reach out to me at anya@taelor.ai. That’s perfect. So, just so we don't forget, you're an AI-driven company. That's amazing. So, if those of you listening to this enjoyed this conversation and learned something, you learned how to build a product: starting from identifying the right problem, looking at the personas, determining the persona, the journey, the pain points, selecting the criteria, and then picking the right solution. So, if you want to learn more about that and similar frameworks that accelerate your business, make sure you stay tuned, because every week I bring an exciting entrepreneur or thought leader who's going to help you fast-track your business. Anya, thank you for coming, and thank you for listening. Important Links: Anya's LinkedIn: Anya's website: Anya's email: anya@taelor.ai
We had a kwentuhan with Burket last Philippine Startup Week 2025!Burket is a Philippine-based B2B Marketplace that efficiently and conveniently connects businesses.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction01:06 Ano ang Burket? 25:26 How can listeners find more information?BURKETWebsite: https://burket.phFacebook: https://facebook.com/burketphPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coMaroonStudios: https://maroonstudios.comRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum 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.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
How do I know if the software I'm installing is legit? Crims created a fake RMM tool to gain access to business networks, Ransomware attacks, Why is Cloudflare blocking me? Security Cam Talk, AI Generated passwords, Want's to remote into PC for Quickbooks work.
How do I know if the software I'm installing is legit? Crims created a fake RMM tool to gain access to business networks, Ransomware attacks, Why is Cloudflare blocking me? Security Cam Talk, AI Generated passwords, Want's to remote into PC for Quickbooks work.
Miguel Roldan is Founder at CompareLoans.CompareLoans is a Philippine fintech startup that helps consumers easily find and compare loan options from a wide range of banks and lending institutions, empowering them to make smarter borrowing decisions. With a user-friendly platform tailored to the local market, CompareLoans simplifies the complex loan search process by aggregating transparent rates, terms, and eligibility requirements, all in one place — making financial decisions more accessible and informed for Filipinos.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.In this episode:00:00 Introduction01:01 Ano ang CompareLoans?08:48 What is the startup trying to solve? 24:27 What are the stories and vision of the team? 42:40 How can listeners find more information?COMPARELOANSWebsite: https://compareloans.phFacebook: https://facebook.com/compareloans.phTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coMaroonStudios: https://maroonstudios.comRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum 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.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts) (01:01) - Tax-season chaos & the surprise IAS pricing timeline change (04:57) - Clearing up what's still free vs paid: ProAdvisor portal vs add-ons (05:43) - Accelerate vs Books Close: what each add-on actually does (07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets (10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee) (16:18) - Books Close vs Books Review (and other tools): who it's for (30:01) - Client “Requests” messaging: asking questions on transactions (32:35) - Game-changer feature: reconciling accounts from Books Close (36:32) - How to Submit Beta Feedback (and What to Ask For) (41:41) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions (45:50) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions (48:51) - Unapplied Payments + Other “Coming Soon” Anomaly Checks (55:04) - Pricing Breakdown + The Big Beta Problem: You Can't Offboard Clients (59:54) - Wrap-Up: YouTube Demos, Community Updates, and What's Next LINKSBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/editAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907 Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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
When you own your own business, you are always learning something new. Making sure that you have a team to support you where you are lacking skills or lacking the time to devote to certain tasks will not only help you sleep at night, but you will have the confidence knowing that your business is operating at an efficient level. In today's podcast episode, I am diving into which areas in your business you need to make sure you are covering and the financial support team members you should have in place if you need additional help. When it comes to finances, many business owners want to ignore these issues and hope they go away or want to do everything all on their own, but the most successful entrepreneurs know exactly where they need expert advice as well as who they can turn to for advice they can trust. As your business grows, your team needs may change as well, but it is important to make sure that you have everything under control at each level you are at in your business. Understanding and having a reliable team you can lean on is key whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional; A financial support team is needed whether you are using a computerized software system like QuickBooks, Xero, Wave or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document. Listen in, and make sure you have support for each of these responsibilities either by yourself or a team member you can count on to be there when you need them… Join us in a community built specifically for accountants and high-stress professionals. You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
Alan Byrne, Product Leader for Mozilla's Firefox extensions ecosystem, argues that the best product work is less doctrine and more judgement. In conversation with LRandy Silver, he breaks down why prioritisation frameworks like RICE and MoSCoW often masquerade as science while quietly embedding subjectivity—and why he prefers writing clear “what and why” statements over chasing false precision.From his experience at QuickBooks and Twitter, Alan explores when PRDs are genuinely valuable (complex systems, high risk, trust and safety concerns) and how to keep them lean enough to stay useful. The discussion also digs into the tension between moving a metric and doing right by users, the dangers of gamifying growth, and how product managers can translate customer problems into narratives that align engineers, executives, and sales.Chapters03:30 Product as philosophy04:41 Studying product vs learning in the field07:25 The real job: understand users and their “why”08:21 Why prioritisation frameworks often fail in practice10:58 Decision-making without false precision13:14 Goal-led roadmaps and narrative alignment14:22 Metrics, ethics, and avoiding gamification traps18:35 When PRDs help, and how to keep them lean22:37 Prototyping, vibe coding, and where it falls apart25:14 Communication, compromise, and working documents27:36 Preventing overbuild and defining “good enough”30:39 Handling “can't you just…” from sales and marketing33:28 What Alan wishes he knew five years ago34:49 Explaining product management to non-product peopleOur HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath. Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.
We had a kwentuhan with Cybercraft Philippines last Philippine Startup Week 2025!Cybercraft Philippines is a Filipino-made and Filipino-themed digital and creative original IP (DCOIP) group.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction00:52 Ano ang Cybercraft Philippines?31:00 How can listeners find more information?CYBERCRAFT PHILIPPINESWebsite: https://cybercraftph.orgFacebook: https://facebook.com/CybercraftPHPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:Kredit Hero: https://kredithero.com/Yspaces: https://knowyourspaceph.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coMaroonStudios: https://maroonstudios.comCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.com/DVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum 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)Wunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Heather speaks with Amanda Aguillard about her path from discovering accounting at 16 to building a cloud-based firm, launching the peer-driven Accounting Salon community, and becoming COO at Padgett. They discuss how Padgett helps firms implement standardized systems to reduce decision paralysis and build a business that isn't dependent on the owner. About Amanda Aguillard, CPA Amanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she's used that passion to encourage innovation in the industry she loves. That commitment lives on through her work as the Chief Operating Officer of Padgett, one of North America's largest accounting service and business consulting providers. Amanda oversees operational and logistical guidance for the company's network of firms. This includes identifying and incorporating the latest cloud technologies into the Padgett operating model. She also is focused on developing and facilitating the necessary trainings to ensure these platforms and tools are successfully implemented by Padgett firms. Amanda, who is a past Top 50 Women in Accounting, is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was the Xero Evangelist of the Year in 2016, and used her experience as a Xero Certification instructor to co-found Elefant, a continuing education company for accountants and bookkeepers. She has written numerous articles for industry publications, including the Journal of Accountancy. Prior to joining the executive team at Padgett, she ran Aguillard Accounting LLC, focusing her efforts on providing unparalleled client support service through a cloud-based practice that could be done anywhere in the world. Amanda also is the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv. Amanda, who holds a Master's Degree in Taxation from the University of Denver, regularly speaks at state CPA societies and industry technology conferences, including Accountex, AICPA Engage, Scaling New Heights, Clio Cloud Conference and Xerocon. When she's not advocating for her industry, she spends her time cooking for her two children, reading historical fiction and backcountry hiking. Learn more about Amanda Connect with Amanda on LinkedIn Learn more about Padgett Thank you to our show sponsor, Puzzle! Puzzle is the next generation firm: AI-powered, human-led. Puzzle replaces manual QuickBooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at Puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast
Law Firm Accounting Software - Quickbooks or Xero? U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com
In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes of WorkHero talk with Robyn Hass, Founder and Fractional CFO of Mainstreet MEP™ by HVAC Office Solutions and Trade Finance in Ten Podcast, and Fractional MEP CFO/CHRO, FP&A and Change Management Consultant of Robyn Hass Consulting. Robyn shares her journey of building Core Mechanical, a company that successfully scaled and was eventually sold to private equity. She discusses the importance of focus in business, financial systems, and the strategies behind scaling operations, particularly for those starting small in the HVAC industry. She offers invaluable insights on niche selection, managing overhead, and the systems and tools that were crucial for her company's success. Robyn also talks about how to support solo business owners and the challenges they face in managing their businesses effectively. Expect to Learn: - Why focus is key when scaling your business and how choosing a niche helped Robyn's company grow. - The importance of financial systems and why investing in software like QuickBooks and field management tools early on can save you headaches later. - How to manage cash flow effectively and the overhead challenges that come with scaling. - Why it's crucial to train your technicians properly and capture all job data from day one. - Robyn's advice for solo entrepreneurs, why you don't always have to grow to be successful and how to partner with others. - The best ways to ensure financial health and how understanding your net margin is more important than EBITDA. - Robyn's new offerings for business owners, including resources, boot camps, and reporting tools to help scale more efficiently. Timestamps: [00:00] - Introduction [02:05] - Starting Core Mechanical [04:04] - Importance of Focus in the Early Stages [05:20] - The Risk of Spreading Thin [07:29] - Challenges for Small Business Owners Doing Everything [08:29] - Setting Up Systems in the Early Days [10:08] - The Need for Proper Accounting and Software [12:50] - When to Hire and the Cash Flow Challenge [13:18] - Managing Cash Flow [14:23] - The Owner's Role in Scaling [15:51] - True Profit Margins and EBITDA [17:23] - The Difference Between EBITDA and Net Profit [19:24] - Setting Owner Salaries and Business Growth [21:20] - Thoughts on Cash Payments Follow Robyn Hass: LinkedIn: https://www.linkedin.com/in/jrobynh/ Company LinkedIn: https://www.linkedin.com/company/mainstreet-mep Company Website: https://myhvacoffice.com/ Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Follow Furman Haynes on: LinkedIn: https://www.linkedin.com/in/Furmanhaynes/ WorkHero: https://www.linkedin.com/company/workherohvac/ Instagram: https://www.instagram.com/hvacknowitall1/
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1961: Emma Worden lays out a practical guide for entrepreneurs weighing the decision to bring on help in their small business. She explores the financial, strategic, and emotional aspects of hiring, from choosing between contractors, employees, or partners to leveraging automation tools, helping you avoid premature hires while still scaling smart. Read along with the original article(s) here: https://womenwhomoney.com/hire-help-small-business/ Quotes to ponder: "Hiring help lets you grow your revenue faster, expand your business, and boost its efficiency." "When translated into actual numbers, it seems that a business with an owner and just one employee faces an average employment cost of $56,770 per worker." "If you're ready to hire the first candidate you come across, then the answer is obvious. You need help." Episode references: Asana: https://asana.com Zoho Recruit: https://www.zoho.com/recruit/ QuickBooks: https://quickbooks.intuit.com Odoo: https://www.odoo.com SAP Business One: https://www.sap.com/products/business-one.html
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. Narek Vardanyan is a serial entrepreneur, author, and keynote speaker. He is the co-founder and CEO of The Crowdfunding Formula (TCF), one of the most successful crowdfunding marketing agencies. Top 3 Value Bombs 1. Each customer thinks and behaves differently. When the data is out there, you can move forward confidently and increase your chances a lot. 2. The common reason products fail is because of a lack of market demand. It is hard for creators to predict which products will fly, and which ones won't. 3. Pre-launch your product or idea as soon as possible, don't rely on what your consumers are saying, but what they are doing. Launch Your Product With Confidence - Prelaunch 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 this year. 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.
Dr. Michael Gervais has experienced firsthand how human psychology can break down under pressure. As a teenage competitive surfer, the fear of judgment sabotaged his performance, revealing how mental barriers, not physical skills, silently limit confidence and potential. That early insight led him to study psychology and spend over 25 years helping elite athletes, entrepreneurs, and high performers train their minds. In this episode, Dr. Michael shares proven mental skills to overcome fear of other people's opinions, build confidence from within, and unlock peak performance. In this episode, Hala and Dr. Michael will discuss: (00:00) Introduction (01:25) How Mindset Shapes Human Potential (06:48) Why Elite Performance Is Mentally Driven (10:39) How High Performers Train Differently (17:08) Handling Fear in High-Stakes Moments (19:32) Breathing Techniques for Mental Strength (23:25) The Importance of Imagery for Peak Performance (31:38) The Psychology of FOPO and How to Combat It (43:11) Performance-Based vs. Purpose-Based Identity Dr. Michael Gervais is a high-performance psychologist, bestselling author, and host of the Finding Mastery podcast. He has worked with world record holders, Olympians, internationally acclaimed artists and musicians, MVPs from every major sport, and Fortune 100 CEOs to optimize mindset and performance. Michael is widely known for his work on mastery of self, emotional regulation, and thriving under pressure. 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/hala Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. 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/profiting and get 30% off their Framer Pro annual plan. Intuit QuickBooks - Start the new year strong and take control of your cash flow at QuickBooks.com/money Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Working Genius - Take the Working Genius assessment and discover your natural gifts and thrive at work. Go to workinggenius.com and get 20% off with code PROFITING Resources Mentioned: Michael's Podcast, Finding Mastery: bit.ly/F-Mastery Michael's Book, The First Rule of Mastery: bit.ly/TFROM Michael's Instagram: instagram.com/michaelgervais YAP E with Dr. Michael Gervais: 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, Habits, Positivity, Human Nature, Critical Thinking, Robert Greene, Chris Voss, Robert Cialdini
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