Podcasts about QuickBooks

Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe's focus on value-based conversations, and reflects on how each conference served different professional needs. Plus, hear direct feedback from conference attendees about their biggest takeaways and what Alicia learned about working nomadically while staying productive on the road.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:22) - Conference Recap: Women Who Count (06:47) - Conference Recap: Intuit Connect (10:49) - Conference Recap: Reframe (15:29) - Panel Discussion: Insights from Intuit Connect (28:33) - Living the Nomadic Life (30:34) - Upcoming Classes and Final Thoughts LINKSAlicia's upcoming classes: QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, host Paul Barnhurst takes you inside the Campfire Finance Forward AI Summit in San Francisco, a one-of-a-kind event exploring how AI is transforming finance. Instead of one guest, this special edition features four conversations with top finance leaders and innovators who share what they're seeing, building, and doing with AI in real time. From ERP innovation to the EQ behind great CFOs, this episode delivers tactical advice and big-picture thinking from the forefront of modern finance.John Glasgow is the CEO and co-founder of Campfire, leading the charge in AI-native ERP innovation for modern finance teams. CJ Gustafson, the founder of Mostly Metrics and a former CFO, brings real-world insights on scaling, AI adoption, and the shift from executive to creator. Libby Francke, Head of Finance at Klarity, shares her experience modernizing data infrastructure and running a lean, high-impact finance function with Campfire. Kevin Neary, VP of Finance at Brainly, reflects on managing global finance operations and how AI is helping his team boost efficiency and productivity.Expect to Learn:Why Campfire is building an AI-native ERP with its own large accounting modelHow to identify when legacy systems like QuickBooks are holding your company backWhat makes great FP&A beyond technical skill: EQ, storytelling, and sniff testsHow to think tactically about AI adoption, agents, and automationHere are a few quotes from the episode:“Trying to make the most of AI and low-cost solutioning is how we're building the finance function of the future.” - Libby Francke“A lot of companies are stuck in pilot purgatory; they test AI, think it's cool, but don't know how to roll it out.” - CJ GustafsonThis special episode of FP&A Unlocked captures the momentum and insight from the Campfire Finance Forward AI Summit, showcasing how finance leaders are navigating the rapid shift toward AI-native systems. From foundational models to practical automation, the conversations with John Glasgow, CJ Gustafson, Libby Francke, and Kevin Neary highlight that the future of finance isn't just about technology; it's about strategic thinking, clean data, and bold leadership.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow John:LinkedIn - www.linkedin.com/in/johnglasgow/Follow CJ Gustafson:LinkedIn - https://www.linkedin.com/in/cj-gustafson-13140948/Follow Libby:LinkedIn - https://www.linkedin.com/in/libby-francke-cpa-831b4854/Follow Kevin:LinkedIn - https://www.linkedin.com/in/kevin-neary-cpa/Earn Your CPE Credit For CPE credit, please go to

November Canieso-Yoe is Founder at Plantsville Health. Plantsville Health is a fully registered, social enterprise company in the Philippines since 2017, championing the Philippine cinnamon. Plantsville Health develops, manufactures, and sells Philippine cinnamon products, buying the Philippine cinnamon that farmers have planted. Plantsville Health now has various food and non-food products available in stores nationwide. This episode is recorded live at the Bacolod Accelerator Hub (ALPHA Hub) in Bacolod City.In this episode:00:48 Ano ang Plantsville?02:25 What problem is being solved? 07:09 What solution is being provided? 19:58 What are stories behind the startup? 38:13 What is the vision? 45:20 How can listeners find more information?PLANTSVILLE HEALTHWebsite: https://plantsville-health.comFacebook: https://facebook.com/PlantsvilleHealthBACOLOD ACCELERATOR HUBFacebook: https://facebook.com/profile.php?id=61566996707356THIS EPISODE IS CO-PRODUCED BY:Yspaces: ⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠Apeiron: ⁠⁠⁠https://apeirongrp.com⁠⁠⁠Twala: ⁠⁠⁠https://twala.io⁠⁠⁠Symph: ⁠⁠⁠https://symph.co⁠⁠⁠Secuna: ⁠⁠⁠https://secuna.io⁠⁠⁠MaroonStudios: ⁠⁠⁠https://maroonstudios.com⁠⁠⁠AIMHI: ⁠⁠⁠https://aimhi.ai⁠⁠⁠CompareLoans: ⁠⁠⁠http://compareloans.ph⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠https://asklexph.com⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠http://argum.ai⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠Founders Launchpad: ⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠Hier Business Solutions: ⁠⁠⁠https://hierpayroll.com⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠Smile Checks: ⁠⁠⁠https://getsmilechecks.com⁠⁠⁠CloudCFO: ⁠⁠⁠https://cloudcfo.ph⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠https://cloverly.tech⁠⁠⁠BuddyBetes: ⁠⁠⁠https://buddybetes.com⁠⁠⁠HKB Digital Services: ⁠⁠⁠https://contakt-ph.com⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: ⁠⁠⁠https://onecfoph.co⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠https://unawa.asia⁠⁠⁠Wunderbrand: ⁠⁠⁠https://wunderbrand.com⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠https://dvcode.tech⁠⁠⁠NutriCoach: ⁠⁠⁠https://nutricoach.com⁠⁠⁠Uplift Code Camp: ⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠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

Bookkeeping essentials for small business with Jodi Arrant, including best practices, and the biggest mistakes to avoid in small-business bookkeeping. Show Notes Page: https://www.thehowofbusiness.com/588-jody-arrant-bookkeeping-essentials/ This episode brings a practical deep dive into small-business bookkeeping with financial professional Jodi Arrant, who shares her journey, best practices, and the most common bookkeeping mistakes business owners make. Henry and Jodi talk through essential topics like proper transaction categorization, the differences between Profit & Loss and Balance Sheet statements, and why regular bank reconciliation protects business owners from costly errors. They also discuss key year-end tasks, including cleaning up uncategorized expenses, preparing for 1099s, and reviewing financial reports before tax time. "Accurate coding and regular reconciliation are everything - your books simply can't be trusted without them," Jodi explains, offering practical advice for business owners who want cleaner books and clearer financial insights. Jodi Arrant is the founder of J. Arrant Consulting, a bookkeeping and financial operations firm based in Eugene, Oregon. With over 17 years of experience in bookkeeping, payroll, and QuickBooks consulting, she helps small business owners gain clarity, confidence, and organization in their financial systems. Jodi specializes in simplifying bookkeeping for entrepreneurs so they can focus on growing their small businesses. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Born from a wine import business and shaped by deep relationships with multi‑generational wineries, Joy of Wine Journeys built a premium, multi‑day model with a ~75% repeat rate. Natalie shares why they skip big cities, how “depth over density” creates value, and how pricing, partnerships, feedback, and tight ops compound into growth.Top 10 takeaways1) Repeat guests keep coming back. About 75% rebook, often bringing friends and family. Nail the first trip and lifetime value follows.2) Win the in between. Don't try to run Paris or Venice. Guests fly into a gateway, then the tour connects the regions in between where long winery relationships unlock access and stories.3) Fewer stops, deeper moments. Five wineries in ten days. Hosted visits. Family meals. Time to linger. People remember conversations and rituals, not mileage.4) Price for the value you deliver. Raise prices as the experience improves. Let booking behavior and guest comments set the ceiling, not nerves.5) Partners make you resilient. When a bus failed, local partners mobilized vans, cold water, and support within the hour. Good relationships turn problems into loyalty moments.6) Feedback is the roadmap. Debrief during and after each tour, then keep, change, or cut. Trim bloat, smooth pacing, and upgrade hotels, meals, wines, and transport.7) Know who you serve. Average age ~63. Well traveled. Hungry for hosted, exclusive experiences without snobbery. Design pacing, teaching, and access for that person.8) Confirm, confirm, confirm. Book a year out, then reconfirm at six months, three months, one month, and day‑of. Fewer surprises. Smoother days.9) Help in the cities even if you don't operate there. Refer guests to vetted guides in Venice, Milan, Paris, Nice, and Florence so the whole trip feels looked after.10) Use tech to support margins, not as the magic. TravelJoy for CRM, WeTravel for euro payments, Travelfy for itineraries, QuickBooks for the back office. The differentiator is still access, hosting, and relationships.

Breweries are under pressure—tight margins, unpredictable production, and old ways of managing inventory, compliance, and procurement that just aren't cutting it anymore. In this session, we'll explore how mid-sized breweries can reclaim efficiency and stay competitive using smarter systems, without needing an enterprise IT team.You'll hear from Lawson's Finest Liquids, a regional brewery navigating this transformation firsthand, alongside their technology partners. Together, we'll break down how integrated solutions have driven automated compliance, smarter purchasing, and greater operational efficiency—while delivering measurable ROI.Through a panel discussion grounded in real brewery experiences, we will spotlight three high-impact areas where smarter tools are turning friction points into competitive advantages:Automating and backing up TTB and state excise reporting with live data Leveraging Material Requirements Planning (MRP) to improve purchasing decisions and reduce wasteBuilding a business case for moving off QuickBooks and other standalone solutions into more robust, scalable systemsWhether you're trying to reduce reporting errors, tighten up inventory, or free up your team's time, this session delivers practical strategies and actionable steps for brewing smarter without overwhelming your budget.This conversation features:Alyssa Sorrentino (Lawson's Finest Liquids)Anthony Shibata (Wipfli LLP)Dane Koepke (Wipfli LLP)Fiona Gray (Lawson's Finest Liquids)Randy Smith (Vicinity Software)Join us in person for CBP Connects New OrleansDecember 8–10, 2025It's never been more important to connect: https://cbpconnects.com/

Collect unlimited free verifiable CPD for UK Dentists here >>> ———————————————————————The rules are changing for self‑employed dentists. From April 2026, Making Tax Digital extends beyond VAT into Income Tax Self Assessment, pulling most associates and many sole‑trader practice owners into quarterly digital reporting. We brought specialist dental accountant David Hossein to cut through the noise: who is affected, what to file, the exact first deadlines, and how to set up the right software without creating a new full‑time job for yourself.We start with the basics that trip people up. The threshold is based on income, not profit, and rental income in your own name can push you over the line. Dividends do not count. You will submit digital updates every quarter using MTD‑compatible software, then a final statement to tie everything together. Payments of tax do not change at first, but planning for eventual quarterly payments is wise. David lays out the first reporting period (6 April to 5 July 2026) and the submission date (7 August 2026) so you can work backwards and avoid penalties.Then we get practical. We compare FreeAgent, Xero, and QuickBooks, and explain why many dentists will be fine on FreeAgent, especially when it is free via certain bank accounts. Clean bank feeds, correct import dates, and reconciling to statements are non‑negotiable. We show how to use built‑in tax forecasting to ring‑fence cash, reduce January shocks, and time pensions or equipment purchases with confidence. We also explore the structural choices: companies and partnerships sit outside this phase of MTD for now, but incorporation only makes sense when it aligns with tax, pension, and cashflow goals. For some on the cusp, MTD may be the nudge to reassess.———————————————————————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 us a text

Doi Guinanao is Founder at AYO Biomedical Technologies.AYO Biomedical Technologies offers advanced wound care management solutions. The company is headquartered in Bacolod City, Philippines where most don't have access to high-quality biomedical services such as the Negative Pressure Wound Therapy (NPWT). AYO Biomedical Technologies offers advanced wound care solutions at unparalleled rates accessible to all, especially in third world countries. Its co-founders value social impact above all else and believe health is a universal right. While the company continues to develop disruptive advances in the advanced wound care management industry, it keeps in mind that any advances should not result in barriers to access among marginalized communities. This episode is recorded live at the Bacolod Accelerator Hub (ALPHA Hub) in Bacolod City.In this episode:00:47 Ano ang AYO Tech?03:23 What problem is being solved? 07:41 What solution is being provided? 21:33 What are stories behind the startup? 32:18 What is the vision? 41:27 How can listeners find more information?AYO BIOMEDICAL TECHNOLOGIESWebsite: https://ayobiomed.comFacebook: https://facebook.com/profile.php?id=100071273176777BACOLOD ACCELERATOR HUBFacebook: https://facebook.com/profile.php?id=61566996707356THIS EPISODE IS CO-PRODUCED BY:Yspaces: ⁠⁠https://knowyourspaceph.com⁠⁠Apeiron: ⁠⁠https://apeirongrp.com⁠⁠Twala: ⁠⁠https://twala.io⁠⁠Symph: ⁠⁠https://symph.co⁠⁠Secuna: ⁠⁠https://secuna.io⁠⁠MaroonStudios: ⁠⁠https://maroonstudios.com⁠⁠AIMHI: ⁠⁠https://aimhi.ai⁠⁠CompareLoans: ⁠⁠http://compareloans.ph⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠https://asklexph.com⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠http://argum.ai⁠⁠PIXEL by Eplayment: ⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠https://schoolofprofits.academy⁠⁠Founders Launchpad: ⁠⁠https://founderslaunchpad.vc⁠⁠Hier Business Solutions: ⁠⁠https://hierpayroll.com⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠https://agiledatasolutions.tech⁠⁠Smile Checks: ⁠⁠https://getsmilechecks.com⁠⁠CloudCFO: ⁠⁠https://cloudcfo.ph⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠https://cloverly.tech⁠⁠BuddyBetes: ⁠⁠https://buddybetes.com⁠⁠HKB Digital Services: ⁠⁠https://contakt-ph.com⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: ⁠⁠https://onecfoph.co⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠https://unawa.asia⁠⁠Wunderbrand: ⁠⁠https://wunderbrand.com⁠⁠DVCode Technologies Inc: ⁠⁠https://dvcode.tech⁠⁠NutriCoach: ⁠⁠https://nutricoach.com⁠⁠Uplift Code Camp: ⁠⁠https://upliftcodecamp.com⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠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

In the latest solo episode of the Happy Hustle Podcast, I dive into 24 AI tools that you can integrate into your business to streamline operations, enhance customer service, and boost productivity. Whether you're a small startup or a booming enterprise, these tools are game-changers. Here's a sneak peek of what you'll discover:Task Automation: Streamline your operations with tools like Zapier and IFTTT.Scheduling: Say goodbye to endless back-and-forth emails with Calendly and Acuity Scheduling.Inventory Management: Keep track of your stock effortlessly with TradeGecko and Fishbowl Inventory.Financial Management: Simplify your bookkeeping with QuickBooks and Expensify.Customer Service: Enhance your customer interactions with Drift, Intercom, and Zendesk.Market Research: Get ahead of trends with Crimson Hexagon and TalkWalker.And that's just the beginning! Listen to the full episode now and discover how all these AI tools can help you save time, reduce costs, and scale your business faster than ever before. Plus, I've included some awesome pro tips to ensure you make the most out of each tool.Connect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance (https://www.thehappyhustlebook.com/)Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course (http://www.thehappyhustle.com/Journey)Apply to the Montana Mastermind Epic Camping Adventure (https://caryjack.com/montana)“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode sponsor BIOptimizers Magnesium BreakthroughThis stuff is a game-changer! Magnesium Breakthrough packs all 7 forms of magnesium, designed to support stress management, promote muscle relaxation, regulate the nervous system, control stress hormones, boost brain function, increase energy, and enhance sleep.I take 2 capsules before bedtime, and it's been a game-changer for me. The best part is, BIOptimizers offer a risk-free.

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------The All Aboard Coalition is a collaborative investment fund created by a group of established venture capital and private equity firms. It aims to raise $300 million by October and begin investing before the end of the year.Unlike early-stage seed funds, this one focuses on companies that already have validated technology and are now ready to expand into full-scale production.It will make equity or convertible equity investments between $100 million and $200 million per company.In simple terms, the All Aboard Coalition is positioning itself to fill the funding gap between early venture capital and large infrastructure financing, helping climate companies move from concept to commercial scale.Read full breakdown. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.

Runway is building FP&A software that solves what Siqi Chen calls "the impossible problem"—matching Excel's speed and flexibility for thinking while functioning as an enterprise finance platform. In this episode of The Front Lines, wew sat down with Siqi to unpack Runway's mischief marketing playbook, why they enriched hot sauce pre-orders for lead gen, and how they're implementing AI as a coworker rather than a copilot. Topics Discussed: The unit economics behind the Burn Rate hot sauce campaign: $40K spend, 5K pre-orders, millions of views  How Siqi justifies creative marketing spend as CEO and CFO: downside scenarios must break even, upside gets uncapped returns  Naval's prescient 2020 advice: don't call it CFO AI because "everything's going to be AI anyway"  Why finance buyers completely flipped on AI in 24 months—from indifferent to requiring it  The three emotional triggers that drive FP&A tool adoption: frustration, resentment, anxiety  Runway's approach to competing with Excel by changing abstraction layers, not features  Building AI as a coworker (Ari) that lives in Slack, email, and comments—not a sidebar  Why proof-of-human marketing compounds in value as AI slop becomes the baseline GTM Lessons For B2B Founders: Model creative campaigns like venture bets with downside protection: Siqi's framework: $40K for 200 hot sauces wrapped with $100 bills equals 1.5 deals to break even at mid-five-figure ACVs. But the real play was generating 5,000 pre-orders, enriching the top 200, and converting ICP matches at "well above 1%" into pipeline. The math ensures you don't lose money in downside scenarios while creative execution delivers uncapped upside. For B2B founders: calculate your break-even deal count, then structure campaigns where lead gen mechanics provide a safety net under the brand play. Hire for proof of work, not creative credentials: When Cal (Taika co-founder) cold-emailed Siqi with designed mockups of Burn Rate hot sauce and Runway jerseys, that was the interview. Siqi was already a Taika customer who remembered the 415 phone number branding on the can. His advice: "There's no better resume than someone saying 'hey, I submitted a pull request' or 'here's some designs.'" For creative roles especially, evaluate the artifacts directly rather than filtering through credentials or pitches about what they could do. Sell to emotion-driven active searchers, not satisfied users: Runway identified three specific emotions that trigger FP&A software searches: frustration (manually pulling from 20+ data sources monthly, copy-pasting QuickBooks exports), resentment (department heads treating finance requests as "the stupid form" and ignoring deadlines), and anxiety (one error in 10 million Google Sheets cells breaks the entire model). These aren't rational pain points—they're emotional breaking points that drive active solution-seeking. Don't build go-to-market around convincing satisfied Excel users. Instead, optimize for discovery when these specific emotions converge. Treat abstraction changes as category creation opportunities: Siqi explains Airtable's success came from changing Excel's abstraction from cell to row, enabling databases and applications. Runway's insight: business planning requires abstraction changes that Excel can't provide—specifically treating the model as a "game engine" or "simulation of a business" rather than a spreadsheet. The category emerged from that technical insight, not from marketing positioning. For technical founders: identify where your abstraction layer change creates fundamentally new capabilities, then let category definition follow from customer language around those capabilities. Time creative marketing to buyer perception shifts: Two years ago, Runway demoed AI features to leads who "didn't care at all." Today, buyers "don't care what the AI feature is, they just care that it's AI"—a complete flip. Meanwhile, Runway's competitors use .ai domains while Runway uses .com, creating unexpected differentiation. The lesson: buyer perception of emerging technologies follows unpredictable curves. Creative marketing that feels early can land perfectly if timed to perception inflection points. Track not just technology maturity but buyer discourse and demand signals to time creative bets. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Jonathan de Luzuriaga is Founder of Spring Valley, and also President of the Philippine Software Industry Association. Spring Valley was created to address the need for a venue where Innovation and Technology is cultivated and nurtured in terms of talent development and intellectual property creation. The main goal of Spring Valley is to become the Melting Pot of all the talented technology experts and innovators in the region to design, develop and deploy game-changing creations and inventions that will help make this world a better place. The Spring Valley environment and culture that we would like to establish nurtures creativity, passion and dedication to create innovation and technology that would have a positive effect in the way we exist. Our mantra manifests these aspirations – “Technology for Good”. They develop tech products such as www.ojtph.com and soon to launch, FAMAS - Farm Management System. This episode is recorded live at the Bacolod Accelerator Hub (ALPHA Hub) in Bacolod City.In this episode | 01:56 Ano ang Spring Valley? | 06:02 What problem is being solved? | 14:29 What solution is being provided? | 37:17 What are stories behind the startup? | 50:20 What is the vision? | 59:20 How can listeners find more information?SPRING VALLEYWebsite: https://springvalley.techFacebook: https://facebook.com/springvalleytechBACOLOD ACCELERATOR HUBFacebook: https://facebook.com/profile.php?id=61566996707356THIS EPISODE IS CO-PRODUCED BY:Yspaces: ⁠https://knowyourspaceph.com⁠Apeiron: ⁠https://apeirongrp.com⁠Twala: ⁠https://twala.io⁠Symph: ⁠https://symph.co⁠Secuna: ⁠https://secuna.io⁠MaroonStudios: ⁠https://maroonstudios.com⁠AIMHI: ⁠https://aimhi.ai⁠CompareLoans: ⁠http://compareloans.ph⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠https://asklexph.com⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠http://argum.ai⁠PIXEL by Eplayment: ⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠https://schoolofprofits.academy⁠Founders Launchpad: ⁠https://founderslaunchpad.vc⁠Hier Business Solutions: ⁠https://hierpayroll.com⁠Agile Data Solutions (Hustle PH): ⁠https://agiledatasolutions.tech⁠Smile Checks: ⁠https://getsmilechecks.com⁠CloudCFO: ⁠https://cloudcfo.ph⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠https://cloverly.tech⁠BuddyBetes: ⁠https://buddybetes.com⁠HKB Digital Services: ⁠https://contakt-ph.com⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: ⁠https://onecfoph.co⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠https://unawa.asia⁠Wunderbrand: ⁠https://wunderbrand.com⁠DVCode Technologies Inc: ⁠https://dvcode.tech⁠NutriCoach: ⁠https://nutricoach.com⁠Uplift Code Camp: ⁠https://upliftcodecamp.com⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠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

Financial Intelligence. Nikola Jakic from Compass App AI combines your financial data with context to give you confident decision-making.Summary of PodcastIntroductions and backgroundKevin and Graham introduce themselves and welcome their guest Nikola Jakic. Nikola is the founder of a financial AI tool called Compass AI. He provides background on how he came up with the idea for Compass AI based on his experience as a CEO of a software company. Then he discusses the limitations he faced in managing the financial aspects of the business.Overview of Compass AINikola explains that Compass AI combines a company's financial data with business context. Doing this provides insights and recommendations to help founders and fractional CFOs make better decisions. The tool can connect to accounting systems like Xero and QuickBooks, categorise transactions, generate forecasts, and allow users to interact with the data through natural language prompts.Target market and positioningKevin and Graham discuss how Compass AI is positioned to serve small and medium-sized businesses. This as opposed to targeting the enterprise market that many financial software tools focus on. Nikola shares that his initial target audience was founders, but he has also found interest from fractional CFOs who can use the tool to provide more value to their clients.Competitive landscape and growth strategyThe group explores Compass AI's competitive landscape, noting that while there are tools targeting CFOs and larger enterprises. He explains there is less focus on the small business market that Nikola is pursuing. They discuss Nikola's strategy of starting with founders and growing with them as their businesses scale, rather than chasing the enterprise market directly.Recap and next stepsGraham and Kevin provide a positive recap of the discussion and encourage Nikola to continue focusing on his target market and leveraging the natural, conversational style he demonstrated during the podcast. They express enthusiasm for the product and suggest ways Nikola could use snippets of the conversation for marketing purposes.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that you can talk to, that increase engagement, dwell time, leads and conversions. Now, Graham is offering Answer Engine Optimisation that gets you ready to be found by LLM search.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (00:48) - QuickBooks Online Refresh and New Features (02:48) - Banking Feeds Innovations (04:49) - Attachments and Tags in Banking Feeds (06:46) - New Payments Box and Sales Tax Issues (13:10) - QuickBooks Online for Accountants Beta (21:07) - Accountant Users Join Business Network (24:43) - Customer Center Beta Test (25:13) - Introduction to Customer Filters (26:25) - Feedback on the Money Bar (27:53) - New Search Filter Features (28:42) - Customer Status and Types (29:35) - Billing City Filter and Search Bar Issues (32:14) - Customizing Columns and Filters (33:54) - Advanced Transaction Search (38:39) - Upcoming Events and Conferences (41:31) - Conclusion and Final Thoughts LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsMargie's Free Class Friday:www.akadian.com/lockerroomBUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe 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 

Are you sinking thousands into third-party invoicing tools — when your accounting software and payment gateway can handle everything without extra fees or subscriptions?In this video, Maria breaks down the high costs of popular invoicing platforms like Bill.com, Chargebee, and Chargezoom — from monthly subscription fees to the extra percentages they take off every transaction. She explains how connecting your existing accounting software (like QuickBooks or Xero) directly to your own payment gateway can eliminate those costs, simplify billing, and give you full control of your client data.Maria compares popular third-party invoicing software to the modern-day solution, uncovering why these tools have become an unnecessary layer.✅ Solve your invoicing woes by integrating your gateway directly with your accounting system — it's faster, cheaper, and smoother than you think.

In this episode, we sit down with Julia Shanks, consultant, teacher, and author of The Farmer's Office, to talk about the crucial role of business acumen in small-scale farming. We dive deep into financial management practices, routine bookkeeping, using QuickBooks, and how to properly deal with debt as a small farm business owner. Julia stresses that farmers are entrepreneurs who must understand their numbers, especially profit, not just revenue, to create sustainable, fulfilling farms. You'll get loads of actionable advice, relatable stories, and examples of small farm owners who are financially successful and happy. Learn more about Julia's books, courses, and more at The Farmer's OfficeTimestamps[2:47] Contrast of business savvy farmers vs. those who ignore their numbers[6:00] Why frequent financial tracking and setting profit goals are essential. [19:38] Julia's journey from aviation and culinary arts to farm financial consultant.[28:10] Advice for new farmers: starting with a clear desired take-home income. [32:14] Navigating cyclical cash flow and the challenge of building a financial runway. [44:28] Deciding what to grow: prioritizing personal goals over sheer lucrativeness.[1:05:15] Strategies for managing debt stress and scenario planning for investments. [1:10:00] The business pivot: how frequent financial checks enable rapid course correction. [1:26:14] Calculating cost of production (e.g., for a tomato) and factoring in labor. [1:43:23] Rapid Fire Q&ALinks Julia mentionedHow to track POS sales in QuickBooks: https://youtu.be/lZKEdZSXHSA?si=piT11k_9jCbF_7aeUpcoming Excel Templates workshop:www.thefarmersoffice.com/excel Free webinar: How to Grow Your Farm Business: More Profits (Not More Production).https://thefarmersoffice.com/freewebinar/ Quickbooks 7-Day Challenge: https://thefarmersoffice.com/qbo-7day/ SponsorsReal Organic Project: Get Involved. Get Certified. Join the movement to fight the co-opting of organic.New Society Publishing: Use code market25 for 25% off all booksLinks/ResourcesMarket Gardener Institute:  https://themarketgardener.com Masterclass:  https://themarketgardener.com/courses/the-market-gardener-masterclass Newsletter:  https://themarketgardener.com/newsletterBlog:  https://themarketgardener.com/blog Books: https://themarketgardener.com/booksGrowers & Co: https://growers.coHeirloom: https://heirloom.ag/The Old Mill: https://www.espaceoldmill.com/en/Follow UsWebsite: http://themarketgardener.com Facebook: http://facebook.com/marketgardenerinstitute Instagram: http://instagram.com/themarketgardeners Guest Social Media LinksJulia Shanks:Website: https://thefarmersoffice.com/ Book: https://newsociety.com/book/the-farmers-office-second-editionInstagram: https://instagram.com/TheFarmersOffice Facebook: https://www.facebook.com/TheFarmersOffice JM:Instagram: https://www.instagram.com/jeanmartinfortierFacebook: https://www.facebook.com/jeanmartinfortier 

In this episode of The Founder's Sandbox, host Brenda McCabe sits down with Chris Daden, CTO of Criteria Corp, to explore what it takes to scale purpose-driven businesses in the era of Work 4.0. Chris shares his fascinating origin story—starting with a childhood shaped by tech-savvy parents and leading to multiple exits, international teams, and leadership at a global talent success platform. He breaks down how Criteria uses science and AI to remove bias from hiring, why soft skills matter more than ever, and how to future-proof your workforce in an AI-augmented world. Learn about his nonprofit, SoCal Tech Forum, and why building trust is essential for AI adoption at scale. transcript: 00:18 Welcome back to the Founder's Sandbox. The Founder's Sandbox is in its fourth season. I'm here, your host, Brenda McCabe, and I'm live this month's podcast is 00:31 from the Founders Space in Pasadena. And I'm joined with my guest, Chris Daden of Criteria Corp. um And a colleague of mine in the startup ecosystem. Welcome, Chris. Thanks for having me. I'm really excited to be here. So am I. So um I want to briefly give some background on the Founder Sandbox for those that are listening in today. um 00:56 Each episode features in-depth conversations with founders of small and mid-sized owner-operated companies and operators that support the ecosystem. And together, through storytelling, we explore how to build scalable, resilient, purpose-driven businesses with great corporate governance. And you're going to discover today with Chris, his origin story. I always like to start with how the person 01:24 that's a guest to my podcast, really started getting involved with the ecosystem of startups. And your story is quite fascinating. I'm gonna give a spoiler alert here. You and I met, I guess two years ago, at a Thai con event where you were on a panel. I was the MC em and we got to talking over dinner and just your origin story and the multiple exits you've had. 01:53 really um lit up a bulb in my mind. said, Chris, you have to be in my podcast. So it's two years later, and I'm so glad that we're making this happen. Lucky to be here. Thank you. forward to it. So this podcast, again, we're going to talk about a lot of things because Chris, not only are the CTO of Criteria Corp, a talent success company, where you help organizations meet objective evidence-based 02:23 talent decisions that both reduce the bias and drive better outcomes. But also, you're a two times 40 under 40. You've had multiple exits of prior companies. You're a speaker, a founder, a board member, and recently you started your own nonprofit in SoCal called the SoCal Tech Forum. 02:51 Oh, and I forgot you're a member of the Forbes Technology Council. we're going to have... Couldn't have said it better. Thank you, Brenda. So with that, again, my episodes on particularly Spotify, we have a title that's on each episode and we've chosen Scaling Work 4.0 for this month's podcast. Again, it's Chris Daden, CTO of Criteria. So let's start. What would you... 03:21 Call your tagline. Tell us about your origin here in Southern California. Sounds great. Well, just a little bit about myself personally. I've been in tech for ah quite a while now. It's really the only career I've ever had working in tech. So I started in my youth, frankly. My father was a member of the British Merchant Navy. you can imagine with that career involved, he traveled all around the world. uh 03:50 Also, of course, gave me lot of inspiration for the global companies that I run today and the teams that I've started around the world. So although my father wasn't directly in computer science, you know, that career of being in the merchant Navy definitely shaped my global perspective. when he stopped working in the merchant ship Navy as an officer, he started developing his own software for weather routing for large 04:21 merchant ships and container ships. So what was amazing about that was it was ran out of a spare bedroom in my parents' house just upstairs while I was growing up there. And uh we used to even have a rack of kind of four by four Dell just desktop computers that were stacked on top of each other with a switch to switch between them. And we're running the workload that my dad made with the software there on those computers. 04:51 It was very visible and evident in my childhood. My first kind of internship was maybe when I was 13 or so ah in the closet of that office. We pulled the doors off and put a desk in it and that was like my internship desk for the summer. started with programming in the dotnet ecosystem. So what year is that more or less? Yeah, it's probably like 2005, 2006. uh 05:21 So it uh was a great introductory language. Fun fact, there's a YouTube video online of me when I'm about that age doing a tutorial of how to make a calculator. So very few people have found that. I'll leave it to the public to find. But you can hear my very young 12-year-old voice in a YouTube video. it's still there. So anyway, that's part of my origin story for sure. That's what got me into computer science. 05:48 My first company, started my senior year of high school. I was aqua hired into an organization in Irvine. And then I got to join what I would call kind of a real company at that time. um One that had, you know, engineers around the globe working on solving problems and SAS for organizations of all kinds. So that's kind of where I kick started my career. I'm spending the next maybe eight to 10 years in Orange County building companies and 06:16 Now I find myself as the CTO of Criteria, which of course I'm not a founder of, but the energy that I like to bring to the team and the passion I have for what the next era of work has to offer gives me that founder-like energy. Yes. So um how long have you been with Criteria? Were you the first CTO? Were you an aqua hire? Tell us a little bit about that. Yeah, great question. So Criteria has a great history, almost 20 years of science and 06:46 um just developing a great core platform that's been used by thousands of customers around the world. I've been there as CTO for the last three and a half years. So when I joined, was right after acquisition of a couple companies in Australia that were great additions to our product portfolio. And one of my roles right away after joining was to help integrate those teams, finish retiring some of the technical debt that comes with acquisitions. um 07:15 really just all the excitement around building for the next chapter of criteria and making sure that I can contribute in my many ways to our success. So back to that tagline that due to your father's um origins in the Navy, m you have a wide global perspective. Tell me about those teams that you had in India before Criteria. 07:41 Yeah, look, I started doing business in India a little over 10 years ago. I was just reflecting on that last week. I had the luxury of visiting my team again. We also just created a new team for criteria. So I was able to go visit them. We all got together for the first time. It was a lot of fun. But about 10 years ago, I started in a city named Indore and that's in the state Madhya Pradesh. And when I started, it was a tier three city. And, you know, I really stumbled across 08:09 who is now my general manager for my last company. I stumbled across meeting him through like a development agency and we really hit it off and you know at the time I was 18 years old and you know was willing to take some risk I guess because I wanted to work with an engineer and had to build my product and company and you know what it's like being a scrappy founder and I just rolled the dice and said sure like 08:34 Why don't you come work for me full time? Let's find your friends as well and let's start a company together. And his name is Vikram. And to this day, he's still the general manager of my last company in automotive SaaS that I had recently exited in like 2021 timeframe. He's still operating that team. Company's going great. So that's been a lot of fun to see that success. But yeah, over a period of 10 years, it's become... 09:00 from a tier three to a tier two city. So things like basic infrastructure have been developed. So just so much fun and so much reflection there. I'm lucky to have, know, that's my, Criteria's new team is now my fourth India venture. So this is my fourth generation. Oh my goodness. It's a scaling work 4.0. So let's go back to Criteria. again, over dinner a couple years ago, 09:29 You started talking about how the science of finding talent is really the bedrock of criteria. And you've been there three and a half years. Talk to us about that, the talent and the science that is driving this company's technology and being used today in hiring across the world. Yeah, I think. 09:58 Hiring is one of those things that we don't always teach hiring managers or people in organizations. I think we were laughing about that. If you're, say, a great senior software engineer and you've been coding for 15 years or something, I think it's assumed that when you get promoted into, say, an engineering manager role, you're now going to be a great hiring manager. And I think hiring science is something that is often... 10:22 underappreciated in organizations, particularly startups and mid-market companies who may not have the resources, right? Because to be good at hiring science, you also have to invest resources in it, right? So really you don't see most really advanced hiring science or like, you know, psychology teams being involved in hiring until the enterprise level. for criteria, we're all about using technology to harness as many what we call talent signals as possible. So we have a 10:52 an assortment of assessment tests that can measure things like your cognitive ability, your adaptiveness, your personality fit to a job role. And we do that in rigorous and scientific ways. I think there are probably more ways to do hiring wrong than to do it correctly. And we take a lot of pride in making sure that our products are always designed to measure those talent signals and even compound them. So as you find 11:19 multiple talent signals across the life cycle of that pre-employment hiring engagement, you get a compounding, really almost like a talent blueprint of the person you're looking to hire, or maybe even like the candidate DNA of that person. And it gives you a depth of information and data about the likelihood they are to succeed for that specific job role you're hiring. And that's really, really valuable to us. And we can talk a bit about why 11:46 that matters more as we enter into this new era of work. Before we go there though, I'm fascinated. What types of talent can Criteria be used for in the hiring process? Is it across all verticals? mean, tell me a bit about that. Criteria is a pretty diverse company. So with 4,000 customers around the world, we are really present in maybe 20 different verticals. So that makes us pretty... 12:15 pretty broad in who can use us for hiring. So, you know, we joke around anything from, you know, hiring for truck drivers all the way to rocket scientists. Like there's customers across the whole spectrum in engineering, venture capital, uh you know, executive management, truck drivers for uh companies, uh frontline workers, all the way up to rocket scientists at companies. 12:45 So recently you were a keynote speaker in London and you provided your closing thoughts on AI in the workforce. So I'm going to steal your thunder right now because you gave this to me and set it up. So work 4.0 belongs to those who pair adaptive mindsets with distinctively, yeah, human skills. Workplace. 13:14 AI will be our most tireless colleague, but the future's real competitive edge is still human potential, continuously renewed. Wow, unpack that for my listeners. Because we're all getting a bit nervous about will we have job security, what do we need to do to retool, and is everybody suitable? Yeah, I think what's kind of amazing is 13:44 um You look at some reports from the World Economic Forum or other entities and they're saying things like by 2030, 39 % of skills related to kind of the current candidate applying in the workforce will be obsolete. Wow, that's a lot. That's a lot. It's almost half, right? And what's amazing about that is then what are we hiring for, right? Because the last few decades of us 14:12 hiring has been so focused on how many years of experience did you have, what degrees do you hold. And it doesn't mean for many people who, right, college is the best fit, getting a degree is the best fit for many people. But ah I think what it highlights is there's more to being workforce ready than only getting these static credentials. And for people like me, I've dropped out of college twice. Both times I had some... 14:41 transactional event with one of my businesses. And that was obviously the right choice for me, right? And I've reflected on that and I feel good about where I'm at and where I came from. But I think workforce readiness these days is going to continue to index on the more dynamic talent signals and the more dynamic credentials we have as opposed to static credentials. So what that means is my ability to think on my feet, critical thinking, adaptive reasoning. 15:11 Those are all things that we kind of measure, if at all, we measure them kind of secondarily in our current process. And these other core talents like digital fluency, AI literacy, self leadership, resilience, those are all things that are more of these dynamic credentials that we need to make sure we measure really, really well, because the reality is with the advent of AI in the work 15:40 place, hard skills are more immediately attainable. And what I mean by that is maybe if I'm hiring for an accountant role, I care more about is that accountant a strategic thinker? Do they understand the tax code to the right depth? Do they understand the strategy for valuation of the business? And then of course they have to click some buttons in QuickBooks or NetSuite or other systems. But I think AI is going to... 16:09 augment the hard skills of our workforce. And that's going to make us more index on the softer skills, emotional intelligence, the adaptability, right? Those dynamic credentials as opposed to how many years have you been clicking buttons in QuickBooks? And it will require, I guess, more critical thinking, right? True. Right? Because you will be your... uh 16:36 day-to-day job will be augmented by AI, leaving you time to upskill or to make those critical decisions, more, I don't know, avenues of strategic development in the company. that's right. Yeah, redeploy to higher value opportunities for sure. think if 30 to 40 % of your day is... 17:04 tasks that can be augmented with AI, then that 30 to 40 % of your human first excellence can be redeployed to other parts of the business. an example is at Criteria, we serve uh tens of millions of assessments, um about 10 to 12 million per year. And we have about five or six million candidates that come through that process. 17:31 when they need technical support or help with the software, they often reach out to our live chatbot. we at Criteria um want to make sure we prioritize a five-star candidate experience. So even though candidates aren't the ones paying for the service, our customers are, we know that our customer satisfaction is tightly linked to how satisfied our candidates are. Got it. uh 17:54 One of the things we had was thousands and thousands of tickets every month from those five million plus candidates coming into our support system. And what we were able to do was augment our support staff with uh AI chat bots that are trained on deep knowledge bases of criteria and past candidate issues and technical troubleshooting. we were able to achieve about a 94 % candidate ticket deflection, which is really, really massive. And it didn't mean that we 18:24 know, laid off half of our support team or something, it means that, you know, those support team members moved into other high value roles in the organization or were able to now redirect their energy to making long lasting materials like help docs and guides that can then further retrain the AI to make that even better. So that's just an example of augmentation of skill and then redeploying that human excellence to another part of the business to help you grow. So it has criteria use the same time. 18:54 methodology for their staff? For our staff, every single person at Criteria goes through our assessment products, of course. We drink our own champagne. I had to ask that question. I'm a little biased, but I think I didn't know about the category before joining Criteria. And again, with my origin story, I've hired hundreds of people around the world. And I will never run another team without using 19:22 a criteria talent success platform to hire those people. So I'm a firm believer and because I didn't know about it before and now I'm using it, it's a big gap in my knowledge. So I would say most of our market potential for criteria doesn't actually know that these tools exist. A lot of them have a retention challenge or they're having an issue hiring the right people and people like me before I joined criteria don't actually know that this tool set is available. part of my mission is to... 19:51 make sure that startups and founders and mid-market companies are aware that this is available because it solves a big problem for us building the best teams. so uh last plug for Criterion, then we're going to move on in the interview here. uh How do um customers experience Criterion? How do they uh get onboarded? mean, what is it, the HR department? Where does, where's the origin? Yeah, really great. So 20:19 We call ourselves a talent success platform because we help people pre-hire with our assessments and video interviewing products. And that's normally the HR talent acquisition leader. So someone who's in charge of recruitment for a company or essentially all the pre-employment functions. And then because we have this rich data set that comes from those pre-employment activities, we have a post-hire product that we call Develop by Criteria. And Develop is designed to use all of that psychometric data 20:48 weekly check-ins with your employees, uh frameworks for behavior to help grow those team members after they're hired using all of that data and science. So a lot of our customers experience criteria on the pre-employment side and then continue to follow through on the post-employment side with our develop product. Wow. Is there patent protection with all of the science that you have developed over the years? I think there's obviously copyright. 21:17 um of our assessment tests. think patents and software are inherently tricky, but we feel really good about the protection of our IP. Excellent, excellent. So let's switch gears. um I met you at the TICON. um You haven't been our keynote speaker yet, but you have moderated panels, and I've seen you in other events. Tell us about what do you enjoy, what do you like to talk about when you're keynote speaker? 21:47 For me, it's just such an honor to share my learnings as an entrepreneur, as an executive with the world. I still am in this phase where when I give a keynote or moderate a panel, it doesn't really feel like a real thing. It just feels like another discussion for me. That's just kind of my style. I just think that the world stays connected by sharing information like that. And for me, 22:16 I'm lucky to be at the convergence of 20 years of Criteria's product, helping people make hiring decisions and this once in a lifetime emergence of generative AI intersecting with our workforce skills. So I talk a lot about that. Of course, I'm building my own teams to build the Criteria software and platform. 22:42 So I'm also thinking about what is next for my team, how do I upscale and enable? And then of course I'm talking to our thousands of customers on a regular basis trying to make sure that we are leaders in the industry. those are areas I really love talking about. I'm an engineer at heart as well. So I tend to be quite good at bridging kind of the commercial and business side with like core engineering. So I have a deep background in 23:11 AI and ML um even more traditionally prior to the generative AI boom and now even more so post generative AI boom. We're applying generative AI in ways that um we are on the frontier fine tuning models for our uh really predictive models at criteria. So those are all areas I love to talk about and it's really an honor to be able to share that with people no matter the forum. Well maybe there'll be a podcast episode two with Chris on this. 23:41 What about, you you love to share, I don't know where you find the time. You've recently started a nonprofit, the SoCal Tech Forum. So share with my audience the types of activities, where's the venue, who is gathered, and what made you start a nonprofit, right? Yeah, it's a great question. I didn't know I would be starting a nonprofit either, but that tends to be how these things go. 24:11 It's been just a journey. ah We started off as a meetup group. my goal for the meetup group was in the Inland Empire specifically here in Southern California, we don't have many tech meetups. I'm of course networked well in Orange County and Los Angeles. And I think that particularly with these technologies that are 24:35 in our day-to-day life, it's very important that we build community around information and knowledge sharing so we can all learn and get up to speed on AI. A lot of business owners are going through transitions with their workforce, with their team that just were never really imagined. for us, we started this meetup group in the Inland Empire because there was definitely a market gap in getting together. I started off 25:02 paying for and hosting the events, breakfast, etc. And we had so much good interest. had sponsors that decided to volunteer to support, starting with a company called Clutch Coffee and Rancho Cucamonga, who has a deep history of roasting coffee and brewing technology in Rancho. And uh we've since got some other great partners to support us. And in just a little under two years, we've... 25:30 surpassed 750 members in the group. uh that was the reason once we started getting sponsors involved that it made sense to have a 501c3 nonprofit formed. And we have a leadership board now, which I'm really proud of. And we host an event at least once every month on the first Saturday of every month. And they're always technology or technology adjacent topics. They always involve. 25:56 technical and non-technical folks, business owners, entrepreneurs, startups. yeah, it's been really fun. Again, an opportunity to funnel and give back to the community and teach people about disruptive technologies. Well, you heard it here on the Founder's Sandbox, the SoCal Tech Forum. It will be in the show notes, all right, how to um get involved and perhaps attend one of those Saturday meetings. um I wanted to give you an opportunity. 26:25 to provide how people can best contact you, either for speaking opportunities, a CTO of Criteria, the nonprofit. How is it best to contact you, Chris? Yeah, I'd love to hear from you. So you can contact me on LinkedIn. So linkedin.com slash in slash Chris Dayden. All one word. And you can learn more about me as a speaker or CTO of Criteria at chrissdayden.com. excellent. 26:56 have that in the show notes. All right, I want to bring you back to the Founders Sandbox, all right, which is the platform and the podcast. I really get excited about um this part of the podcast. um I work with my clients on resiliency, um scalability, and purpose-driven, right? All with great corporate governance. I always like to ask my guests what... 27:24 the meaning of each of those three words has for them. And each of my guests has a different oh interpretation. And it's just a lot of fun to listen to what I resiliency, what's resiliency for you? I think it's appropriate that I answer that in light of kind of work 4.0. So for me, when it comes to resiliency in work 4.0, um it's about the art of constantly reinventing yourself. 27:53 but in faster cycles. And I think what's really important to everyone is that in Work 4.0, hard skills can become obsolete quicker than before. And that reinvention is critical to really being resilient in this new market. How about scalable? You've scaled a couple of companies, you've been an aqua hire. What does scalable mean to you, Chris? In Work 4.0, scalable will mean 28:22 adequately augmenting the talent you have in humans in your organization with the ability to harness the true power of AI and to do that without losing culture or trust. I think many organizations think of the first half of that. Very few of the organizations can execute on human plus agentic AI and also maintain trust. 28:51 and without losing culture. Have you seen any best practices? This is a little bit off script in terms of companies that have, or are scaling, right? Because this is just scaling pretty quickly in the last year or so. Sure. And are there any best practices out there in building that trust? Yeah, I think having a real holistic AI strategy is key. 29:18 One main component of a holistic AI strategy is how can you get tools to the fingertips of every staff member in your organization so that it's embedded in their workflow? Because a lot of the top-down AI strategy from organizations, like a CEO says, you must use AI and we must be 25 % more efficient, is really shallow when it comes to strategy. And it very rarely results in a culture 29:48 sustaining in a company for this AI growth and augmentation. So what I've been really impressed by is, you know, when I host things like AI monthly global office hours at Criteria, or I host one-on-one sessions with employees to learn about how they're using AI, because you're able to push those tools down to your team members and let them use it in a safe and comfortable area, it allows you to see what people creatively do with AI. And most of the time, 30:17 I could say there's probably 60 or 70 % of use cases that I would never have expected my staff to use AI for, and I would have been the bottleneck of creating if they were waiting for me to do it, and instead give them a safe experimentation zone. And I think that is key to a sustaining AI strategy for So your best practice is actually a criteria from what I'm hearing here. And it's very becoming because I'd like to talk about playfulness in the sandbox, right? 30:46 I read recently, was an EY um study, I think it was this last week, that about 40 % of employees that are forced to use AI tools give up after a month. They don't see the utility in their day-to-day tasks they're doing. So there is something to what you just said, building trust, but building it from the bottom up, right? Yeah, I resonate with that for sure. And I think the only way people break that barrier 31:16 is by seeing their colleagues successful with it. Very rarely is a demo from an executive leader going to be, I mean, it might be enough to begin a culture of AI. Like I had to do a lot of demos and show people kind of the art of the possible. And then as soon as I saw pockets of AI intelligence in the organization, the quicker you can elevate those people to lead and present their findings, the faster... 31:45 you build up kind of the natural human competition between your team and everybody all of a sudden will get more behind it. And that's really important. I think you've reached a point of success in your AI strategy when you were once leading the AI learning sessions and now you are not. How cool is that? You heard it here in the founder sandbox. All right. Purpose driven. What's a purpose driven enterprise for you? I think that 32:12 This is timely based on our discussion just now where organizations need to harness AI at the right times. think purpose for criteria, for example, means how do we measure talent signals that are able to give us the best candidate blueprint or the best candidate DNA possible? And for us, 32:40 every single day, regardless of the technology, what fuels us is having that purpose-driven statement of collecting talent signals around the world for any team. And you really do get lost in that sometimes, for good and for worse, when you're just trying to collect as many talent signals as you can. And being purpose-driven means always doing the right thing when it comes to that. 33:09 mission statement that you've set. And for us, it's collecting talent signals. I think that AI can do that well in a lot of areas, but AI can also be very dangerous in those areas. So when it comes to Work 4.0, having that purpose-driven enterprise statement is very, very important because it anchors us for our new product development. It anchors us for how we're using new technology to help people make the best teams. 33:39 Going back to that, to build the trust, we might clip this out, um does criteria maintain a group of scientists to actually peel back the layers and make meaning out of the signals that you are capturing to create new signals? That's one question. The second is, does criteria have an ethicist on board? 34:08 on call or how do you ensure there is guardrails around talent signals? Yeah, those are really great questions. think for criteria, when we say we're rooted in science, it wouldn't mean very much if it was just a bunch of engineers and product managers kind of deciding what science is, right? So for us, we take a lot of pride in our product IO psychology team. So a lot of them are 34:37 industrial organizational psychologists by trade that are working full time for criteria. And their role is assessment development, assessment validation. uh And particularly in the light of fine tuning AI models, they are very, very hands on in creation of those models, validating those models. There's a lot of legislation we have to comply with, not only the normal data privacy stuff like GDPR and CCPA, but also 35:07 industry specific laws like the New York bias laws and others that help protect uh candidates as they are applying for roles. So that is very, very near and dear to our heart. And also we conduct adverse impact studies and we do case studies with customers to make sure that the product is uh behaving the way that they intended to behave. 35:32 You know, we've got norms for all of our assessments and we adjust those norms based on massive populations of data. So all of that is how we ensure scientific signal. This is amazing. Last question. Did you have fun in the Founder Sandbox today, Chris? I had a lot of fun in the Founder Sandbox. Really a pleasure. Thank you for having me. Thank you, Chris. So to my listeners, if you like this episode with the CTO of Criteria, Chris Daden. 36:02 Sign up for the monthly release for more podcasts where I have business owners, professional service providers, and corporate board directors who are all working to build with strong governance, resilience, scalable, and purpose-driven companies. Thank you. Signing off.

Give it to me straight, Doc. Is QB desktop dead, dying, or in hospice? We will be joined by Marjorie Adams, a longtime supporter of the QB Desktop lineup has developed Fourlane CX, an online portal into the customer workflows of QB Desktop which will allow your desktop clients who are happy with QB desktop, but unhappy with the pricing increases, to make the most of their QB Desktop subscription while providing Online access to their sales team.Replays and More resources on this webinar: https://www.qbpowerhour.com/25%20-%20the%20state%20of%20qb%20desktop QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping00:51 Earning Continuing Professional Education Credit01:56 Technical Difficulties and Casual Banter03:13 Introduction to Today's Topic: State of QuickBooks Desktop04:36 Guest Introduction: Marjorie Adams from Fourlane06:59 Discussion on QuickBooks Desktop vs. QuickBooks Online13:14 Intuit News and Updates20:44 State of QuickBooks Desktop31:48 Intuit Enterprise Suite33:20 The Undervalued Market Spot34:06 Intuit's Enterprise Suite and Naming Challenges36:51 QuickBooks Desktop vs. Intuit Enterprise Suite39:13 Transitioning to Cloud Solutions40:18 Challenges and Solutions for Hosting QuickBooks43:28 Custom Applications and Client Solutions46:00 Introducing the Web-Based Product47:53 Features and Benefits of the New Product50:39 Cost Efficiency and Licensing01:00:30 Final Thoughts and Future Discussions

Join Aaron and the analysts, experienced accountants, certified QuickBooks trainers, members of the QuickBooks Accounting Council and entrepreneurs on QuickBooks Labs, tune in on the first Tuesday of each month!They discuss various topics revolving around QuickBooks Online that benefit both the accountancy community and business owners.Have a question you'd like to ask?Join us live and ask away!Find out more: ⁠https://linktr.ee/quickbookslabs⁠Brought to you by the Ask the Accountant Podcast Network: https://linktr.ee/asktheaccountant⁠#QUICKBOOKS⁠ ⁠#ACCOUNTING⁠ ⁠#BOOKKEEPING⁠

Joyce and Laura are done with clunky finance tools. So they built Investrio, an AI bookkeeper for solopreneurs. With only 25 paying customers in a market where QuickBooks reigns supreme, will the VCs make an early bet? This is The Pitch for Investrio. Featuring investors Charles Hudson, Elizabeth Yin, Jesse Middleton, and Dawn Dobras. ... Watch Joyce's pitch uncut on Patreon (@ThePitch) Subscribe to our email newsletter: insider.pitch.show Learn more about The Pitch Fund: thepitch.fund *Disclaimer: No offer to invest in Investrio is being made to or solicited from the listening audience on today's show. The information provided on this show is not intended to be investment advice and should not be relied upon as such. The investors on today's episode are providing their opinions based on their own assessment of the business presented. Those opinions should not be considered professional investment advice. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cynne Paul Hayon is Chief Marketing Officer and Founder at Hex Colony. Hex Colony is the first-ever tech company in Butuan built by young experts offering a range of services including robotics, IoT, web development, and digital marketing. Helping businesses build future-ready IT infrastructures and processes. 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:01:12 Ano ang Hex Colony?05:21 What problem is being solved? 18:52 What solution is being provided? 29:45 What are stories behind the startup? 43:57 What is the vision? 50:32 How can listeners find more information?HEX COLONY Website: https://hexcolony.comFacebook: https://facebook.com/profile.php?id=61580389509760YSPACESWebsite: https://knowyourspaceph.comFacebook: https://facebook.com/yspacesphTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCompareLoans: http://compareloans.phCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaWunderbrand: https://wunderbrand.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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

Jenny Talaver and Sau Danih are Co-Founders at Wasteless PH. Rethink your daily routines with Wasteless PH. From personal care to getting on the go, go wasteless with Wasteless PH! In this episode, we talk about the startup life in Zamboanga, how is it to start a social enterprise advocacy, and the challenges faced by young startup entrepreneurs. This episode is recorded live in Zamboanga City.In this episode| 01:17 Ano nga ba ang Wasteless PH? | 08:24 Kamusta ang startup life sa Zamboanga? | 25:55 How did the social enterprise advocacy start? | 42:03 What are the challenges you face as startup founders? | 01:05:17 How can listeners find more information?WASTELESS PH | Website: https://wastelessph.com | Facebook: https://facebook.com/wastelessphCHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

Small businesses are owed over one trillion dollars in unpaid invoices. Host Tedd Huff the CEO of Voalyre a Fintech advisory firm and Founder of Fintech Confidential sits down with Prashant Fuloria, CEO of Fundbox, to discuss how embedded finance transforms working capital access for business owners managing teams of one or two while juggling payroll, invoicing, and growth decisions. Prashant left senior roles at Google, Facebook, and Yahoo to help solve this massive cash flow crisis affecting hundreds of thousands of entrepreneurs. This conversation covers how Fundbox embeds financing directly into platforms like QuickBooks and Stripe, eliminating lengthy applications and delivering instant capital when business owners need it most. Prashant explains why leadership culture drives sustainable growth, how daily team huddles prevent executive isolation, and why transparent partnerships built on trust outperform traditional direct marketing. The episode reveals practical strategies for scaling fintech platforms while serving underserved small businesses with flexible, responsible lending.1️⃣ Use continuous platform integrations that monitor business health in real time and automatically adjust credit offers as revenue grows.2️⃣ Remove lengthy forms by using existing platform data from accounting software or payment processors to complete underwriting instantly.3️⃣ Access immediate capital when trucks break down or equipment fails without waiting for traditional loan approval timelines.4️⃣ Structure financing to align with actual cash flow patterns rather than rigid monthly schedules that ignore seasonal business cycles.5️⃣ Embed financing into industry-specific software platforms to create a one-stop experience where owners never juggle multiple logins.Get more at Fintech Confidential.com GuestPrashant FuloriaLinkedIn: https://www.linkedin.com/in/prashant-fuloria/CompanyFundboxWebsite: https://fundbox.com/LinkedIn: https://www.linkedin.com/company/fundbox/X: https://x.com/FundboxYouTube: https://www.youtube.com/@FundboxcomFintech ConfidentialYoutube: https://youtube.com/@fintechconfidentialPodcast: https://fintechconfidential.com/listenNewsletter: https://fintechconfidential.com/accessLinkedIn: https://www.linkedin.com/company/fintechconfidentialX: https://x.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSupportersUnder: Streamlines application and underwriting with digital form processing. https://under.io/ftcSkyflow: Zero-trust data privacy vaults as an API to secure and tokenize personal information. https://skyflowsecure.comDfns: Wallets as a service secured with MPC; powers crypto payments across 50+ networks. https://fintechconfidential.com/dfnsHawk AI: Real-time screening and ML monitoring to strengthen fraud and financial-crime prevention. https://gethawkai.comAboutPrashant Fuloria is CEO of Fundbox, a product and technology leader with 25+ years of experience building platforms at Google, Facebook, and Yahoo. At Fundbox he has supported more than 500,000 SMBs and unlocked over $5 billion in working capital.Fundbox is an embedded working capital platform built for SMBs using accounting, payments, and vertical SaaS tools. By integrating with QuickBooks, FreshBooks, and other platforms, Fundbox provides fast, flexible credit using AI-powered underwriting and real-time data.Tedd Huff is Founder of Voalyre, a fintech advisory firm, and host of Fintech Confidential. Over 25+ years, he has contributed to

Garry Balinon is Head of ICT Office of DOST Region VI and Developer of SmartGov. SmartGov is an AI-enabled smart office platform for government that boosts efficiency, transparency, and service delivery. It unifies HR and talent (recruitment, onboarding, performance, L&D, rewards), workforce tools (attendance, shared calendars, morale), and citizen services (CSAT, transactions, public info) with built-in analytics. This episode is recorded live during the 2025 Regional Science and Technology Week in Western Visayas organized by DOST Region VI, held at Robinsons Roxas, Capiz.In this episode | 01:12 Ano ang SmartGov? | 03:44 What problem is being solved? | 10:16 What solution is being provided? | 15:53 What are stories behind the startup? | 28:17 What is the vision? | 31:36 How can listeners find more information?SMARTGOV | Website: https://smartgov.dost6.phDOST REGION VI | Website: https://region6.dost.gov.ph | Facebook: https://www.facebook.com/DOSTRegionVICHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (04:15) - The New Customer Hub and MailChimp Integration (05:43) - Concerns About AI and QuickBooks Ecosystem (10:59) - ProAdvisors' Role in the AI Era (19:01) - Addressing Reporting and Automation Issues (26:57) - The Future of QuickBooks Online Accountant (27:11) - Introduction to QBO A Refresh (27:35) - New Features and Paid Tiers (28:38) - Intuit Accountant Suite Overview (29:54) - Core and Accelerate Versions (30:08) - Client Management and Dashboards (32:36) - Practice Management Tools (33:15) - Intuit's Market Strategy (37:18) - ProAdvisor and QuickBooks Live (38:21) - Quicken's Comeback (41:25) - AI and Automation in Accounting (51:43) - Intuit's Future Plans and Innovations (54:35) - Conclusion and CPE Information LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe 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 

Tiff and Kristy provide guidance on how to assess your practice's financial health as 2025 begins to wrap up (and what to start thinking about for 2026). They touch on… Reviewing those P&Ls monthly Aligning spending habits Keeping emotions in check And more! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review The Dental A Team (00:01) Hello, Dental A Team listeners. I am so excited to be here with you today. I truly love this portion of what we get to do in our worlds and getting to get you so much valuable information out to the masses is something that Dental A Team has worked and strived just so hard to achieve in our.   consulting world of just getting you all this information and I have with me today one of my faves. I seriously, I have the most amazing consulting team and if you guys haven't heard from all of them yet, you soon will and if you don't know them personally yet, they're not your consultants. I hope that you get to meet every single one of us even if you're just coming to the events, however it is, but I...   have a personal favorite here for recording podcasts with. She calms me, she just keeps the energy light and fresh and I love any time that we get together. Kristy, thank you so much for being here today. How are you doing? The weather is like weird today. I always tell everybody about the Arizona weather and it's so much fun to have everybody here in the same place. We all live in Arizona in the Phoenix area. Jane is down in the Tucson area, but.   We really love it. And Kristy, how's your world over there? You're just in the beautiful little pocket of Phoenix. And how is it?   DAT Kristy (01:23) Yeah, it's awesome. I love that you say that because we do pride ourselves on the weather here, right? But even with that, this weekend we got a lot of rain, what they say the most in like seven years. Yet all of us, even as close as we are, we experience it so different, right? Like some places flooded. I didn't get flooding, thank goodness, but it downpoured. It was fun and it's made it for cool mornings. So we're taking it.   The Dental A Team (01:42) Yeah.   I agree. I agree that humidity is hitting us hard. So we're not super used to that, but it is making for some, some really beautiful mornings. totally agree. And yes, Britt and I were actually in Reno at our quarterly in-person traction event where we have a, implementer who comes in and leads it for us. And he helps us to build out the company structure and,   teaches and trains us on how to run large meetings like that. So it's always super cool. But we were up in Reno with Britt and or with Kiera Shelbi and Britt and I actually got stuck. Jenna got out. She got back to Denver, which is crazy because Denver always shuts down. And so she got back to Denver. But ⁓ we got stuck until Saturday because the airport was shut down. And then there was a storm in Vegas because we thought, OK, well, we'll fly to Vegas because it's only a five and a half hour drive from there and we'll still get home. And then ⁓   that flight got canceled too. So it was wild. was meant to be, got more time in Reno and got to spend a little bit more time with Kiera. So that was great, but it was kind of crazy. It's not usually Phoenix that disrupts the flight patterns. And it was a hundred percent Phoenix. There were so many flights canceled because so many planes were stuck here and other planes couldn't get in. So it was wild, Kristy. It was wild to watch it from afar. We just got like TikTok notifications and you know, news articles are like, my gosh, all the Waymo's stuck in the puddles and things like that. So.   DAT Kristy (03:15) Yeah,   they just stopped in the middle of the road like what the heck.   The Dental A Team (03:18) Yeah,   that's why whenever somebody says, you use the way most? I'm like, heck no, I have seen them stuck in the middle of intersections far too many times. I'm sure one day it's going to be fantastic, but I haven't built that trust muscle just yet.   DAT Kristy (03:30) Yeah, agree. Well, I'm glad you made it home safe. And ⁓ yeah, the humidity is odd for us too.   The Dental A Team (03:34) Thank you.   Yeah,   yeah, it totally is. And my son was like, Oh, you go to the East Coast enough, Mom, you're fine. Stop complaining. And I was like, Yeah, that's fair. That's fair. But but in the spirit of planning, we we truly had an amazing time really just one getting the time together as a leadership team and then to really looking and projecting like where are we at? What's Q4 going to look like? And then also kind of prepping and planning for 2026. So super relevant in this conversation here.   today and really looking at ⁓ practice health from a financial standpoint. And this is something that your CPAs and your financial advisors and all of those professionals should be looking at with you as well. This is the time of the year that we're really looking at what is this last year? Because we get to Q4 and it's like, well, it's kind of like the end of your senior year, right? You get to the end of your senior year of high school or college and you're like, well, everything's kind of basically submitted. So from here,   It's really just like, let's do our best and make sure that we really cross that finish line strong, but there's not a ton of pivots to be made to really change the game. So kind of prepping and planning. And I think looking ahead at 2026, putting in some really solid ways of checking in on that financial health, something that I've seen that, Kristy, I know you do this as well, but something I've seen a lot of clients really ramp up is a monthly pulse and even like,   weekly sometimes pulse on what the financials of a practice actually look like has really been beneficial in helping them to really reach those goals. And Kristy, you are really fantastic at figuring those financial goals out and then like backtracking them to see, okay, well, what do we need to do to get there? And how do you help practices really keep that financial pulse top of mind and that   running that way so that they're constantly looking at those numbers without feeling overwhelmed and also without losing sight of it. Because you know sometimes you do something too often, you start glazing over it. What's that fine balance that some some tactical tips that you have that you and your practices are working on right now?   DAT Kristy (05:52) Yeah, well, first and foremost, I believe that you have to be getting your P &Ls from your accountant monthly, right? We can't be waiting. I have seen some clients where they're begging for them for three months ago, you know, and it makes it really hard to stay on top of it if we're not getting them monthly. So first and foremost, make sure you're getting them from them monthly so that we can take a look at them and evaluate. And I like what you said, Tiff. ⁓   you can be, you can go over the top. It's a fine line, right? So I love looking at them every month and I'm not going to freak out if something's out of whack one month, but certainly let's look at the quarter, right? And make sure that those metrics are in alignment for the quarter. And to your point, I always like to speak in terms of like, we're going to crawl before we walk and we're going to walk before we run. Like,   In the crawling stage, let's just make sure where's your overhead, right? What percentage are we at there and what is our profit or EBITDA, so to speak, right? Where are we ranging there? That would be my first little steps to take and start looking at it.   The Dental A Team (07:10) Yeah, yeah, I totally agree. And I think what time of the month do you usually push for those PNLs to be received? I have my judgments, but what are yours?   DAT Kristy (07:21) like to say by the 15th. I'll give you a little grace and give you by the 20th, but the 15th is my ideal target.   The Dental A Team (07:28) Yeah, yeah. I think I'm a little stricter. If I don't have those CPAs reaching out to us by like the eighth to the 10th, I'm like, my gosh, how are we supposed to work with this? There's a lot of, and I ask that because there's a lot of clients out there that are getting them like the first week of the next, next month. And so maybe December, we're finally looking at October.   DAT Kristy (07:35) Thank   The Dental A Team (07:53) And that is like, gosh, such a lag that we've got these questions floating around of like, where's my cashflow TIF and how do I fix this, Kristy? And it's like, I don't know, because I don't have eyes on what's happening. The P &Ls should be much quicker and much cleaner than that. And realistically, it's just it's the bookkeeper going in and allocating the certain expenses to the category that they should be in. So it's time consuming.   but it shouldn't be too crazy. And if yours is too crazy, then we probably need to look at your spending. Do we need to dial back the number of orders that you're placing every month? Do we need to make sure that things are a little bit more simple on that side, that it can be done quicker? Because we wanna be able to make real-time adjustments as quickly as we can. If we're on a two-month lag.   then we're adjusting for two months ago, it could look totally different. And then next month we get two months ago and it's like, it was totally different. We didn't need to change it. And so we're just constantly spinning our wheels in that way if we're not getting the data fast enough. And that is, in my opinion, one of the easiest ways to ensure that you're financially healthy is really just ensuring, like you said, Kristy, that on an overtime basis, things are consistent and they're clear, that they make sense.   DAT Kristy (09:08) 100%. I like that you said push to the 10th, because obviously if, you know, in the walk or crawling stage, we're just learning, right? We have a little bit of buffer, but as we get to the top of our game, it should be more. And if everything is electronically done, it really is in there already. It's just a matter of organizing it, right?   The Dental A Team (09:30) Yeah, and I like to give myself the grace because I know or give them the grace. I typically know if we ask for it by the 10th, we're getting it by the 15th to the 20th. If I give them that leeway, they'll take it. And we know that's just how it works in that world. That's fine. We work with what we've got and figure it out. And I think it's a massive place to start, Kristy, is those P &Ls. And I think the P &Ls really outline   DAT Kristy (09:39) Thank   The Dental A Team (09:56) the financial health in so many different areas because it gives us insight to what is actually happening. Having those categories split out, we've talked about that a ton, we've done a ton of webinars on it and if you need help with that, reach out. We've got really simple sheets and documents that you can even send over to your bookkeepers and your CPAs that kind of outlines what we like it to look like so that it's simple to review.   But being able to see those over time is huge. I know I have a client that like one month was 48 % overhead and that's before Dr. Pay, that's before loans, right? And it's like, holy cow, we killed it. But then it's like, okay, but hold on, because the next month was 64%. So taking an average there because likely something got shifted, payments got posted, or I don't know, I've had some clients that's like, my gosh, I forgot to pay Henry Schein for two months. So then it's like that third month had this massive Henry Schein payment.   but over the quarter, it wasn't that bad. So making sure that we're looking at it month by month and over the quarter is huge. ⁓ Something that we've done, that we've ramped up ourselves and that we do ramp up with a lot of clients is really looking at our bank accounts constantly. And I know that Kiera and our financial team, they look at our bank accounts weekly on a weekly basis to make sure that everything makes sense, that things are.   where they're supposed to be that, you know, that we're not getting charged for things we shouldn't have been, et cetera, but then also that we're staying in alignment with the budget that we had set. And those budgets come from those P &Ls and those total numbers. Kristy, something I've realized recently in the recent years is while I was in practice, I would build our budgets for our spending. like our...   you know, five to 8 % for supplies or what have you or ortho budget, things like that. I would build it based off of our collections, air quotes on that word, and it would be our collections from Dendrix. I'd pull the collections for the last month. I'd build that budget based on the collections. And then Doc would be like, where's all the money? Like, well, I don't know, it should be there. But there's such caveats to what's been posted in Dendrix or your operating software.   compared to what's actually in QuickBooks, I found that I was running this like ragged race of trying to play catch up all the time with like even just the percentages for credit card fees and third party financing being taken out of our payments, just those simple tweaks make a massive difference. So building those budgets, Kristy, off of our actual P &L numbers, our actual QuickBooks collections has...   made a massive difference, I know, for a lot of my clients. How do you see that working for clients? And also, how do you see that working with a leadership team that maybe doesn't have access to or not looking at those P &Ls together? How do you suggest for financial stability and health in the practice, they really get that information down to the people that need it?   DAT Kristy (13:08) Yeah, absolutely. One of the things, ⁓ well, there's a couple things. We at Dental A Team keep scorecards for our clients and it could be as simple as adding that line in there and having the doctor put that dollar amount and having the budget calculate right there. Everybody can see it. They know what to spend. The other thing to that point Tiff is,   You know, a lot of times we look at the practice management, we see our collections, but how many times do we reconcile it with our QuickBooks? Like, really look at that and see. And obviously, just like you said, it could be a matter of when something was posted or when it came in, right, to the bank account. But I think that's an area that sometimes is overlooked. You know, there can be variance in there, obviously, for when things post, but...   what is that variance and how consistent are we having that variance? again, depending on which method you're using, if you're using the collections from your PMS or the collections that are posted in the P &L, we better be clear what that difference is and ⁓ account for it for sure. Right.   The Dental A Team (14:25) Totally agree.   And you actually reminded me just last week, I was in an office and I was like, what is happening here? I was going through their P and L and I'm like, okay, we've got, we've had some changes in the office. We've got some places that it was decreasing. Some places we spent more, some places we actively spent more on purpose. Like, but things just weren't adding up with what was coming through from the software. And I realized after an hour and a half of digging, I'm like, why is...   I put a line items, I updated the scorecard and I put a line item for like QuickBooks collections and then the PMS collections. And in comparison, I had it subtract and like tell me the difference in numbers. And there were months that were coming up $30,000 different that it looked like we collected $30,000 more in their software than what QuickBooks was showing us. Luckily, I know this office manager very well personally, like familiarly.   And I'm like, I know there's no conclusion to jump to here. Like something is not reporting correctly. And what I realized is they specifically use Dentrix. Dentrix will allocate any positive write-off or adjustment. if there's an adjustment that's adding money, it'll allocate it to production. If there's an adjustment that's removing money, it automatically adds it to collections.   So when you pull up the adjustment space in Dentrix, it'll show all positive production, all negative collections. So it was showing drastic differences. And so I was like, gosh, I totally forgot about this space in Dentrix that it does this. It's just, I call them the Dentrix-isms. It's just a Dentrix thing. It's very frustrating, but it just is what it is. So when I went through, I reallocated where the write-offs should be coming from. Now, caveat, messes up.   production collections for forever because it's now correcting it. So what you thought you had done, you didn't, and it fixes it. So the new numbers are more accurate, but you're going to be frustrated because it's different. But what it did when I did that and re-put in the collections numbers is that it brought that $30,000 difference down to a more manageable $1,200 to $3,000 difference, which is what we tend to see with the   care credit fees and all those different credit card processing fees, we typically see, I say like 5,000 or less, I'm not going to freak out about too much as long as it's inconsistent. I don't want to see consistency. I want to see really low numbers. And then again, sometimes some of that money is going to be pushed over to the next month. So quarterly, it made sense. Quarterly, it was beautiful. Month by month, it was a little wonky, but just making that   change because we were checking the financial health of the practice because things didn't feel like they were making sense. So we, the office manager and I pulled the full year's PNL and we did line item by line item comparison 2024 to 2025 percentage change on each space, went through and figured out where the spending was, went through and line itemed everything and then added it like you said to the scorecard to see those differences, massive.   massive improvements where the docs were feeling like cashflow was like, ⁓ we were freaking out. And it was like, well, these are the areas where you intentionally spent money and were actually only a 16 % difference overall year to year. And they were like, ⁓ so we didn't increase enough, but their spending was purposeful for taxes. We just didn't look that way yet on paper.   Regarding financial health of the practice, that was exactly what we did, but adding it, like you said, to the scorecard and looking at, I think the scorecard's just really cool because it allows you to see over time. Whereas a new sheet is I'm only dealing with today. So I'm only looking at today. I might look at it and say, oh my gosh, my employee percentage was 42%. That's real life, I've seen that in an office. It was 42 % this month, and you're like, cut hours. But over the quarter, it was,   30 % or 31%. We had a spike because we had a collections dip or whatever. So I think adding it where you're seeing that kind of comparison allows you to see what is the trend here or is this an abnormality? Does this level itself out? Am I on track for over time or do I need to jump and hot fire? And Kristy with that said, like, you think, as I'm saying that I'm thinking,   Is that a space where we could even tame our emotions around finances? Because we're seeing so much data in a bigger spectrum where we can see trends, uptrends or downtrends, rather than this like, my gosh, payroll was so high, I've got to tackle that. It's allowing us to see a broader picture. Do you think that helps reduce some of the emotional, like just quick fixes?   DAT Kristy (19:34) Absolutely. And we don't want to react, right? Many times we go to that mindset of cut, cut, cut. you, and you know, one of the things that I learned a long time ago is you can't focus on the opposite. So if we're focused on cutting, then we're not focused on producing, right? And so yeah, you're 100 % right, Tiff. I think it does calm the reactionary, right? It's good to know, notice, but then look at the bigger picture.   The Dental A Team (19:48) Yeah.   Mmm.   Yeah, gorgeous. As I was talking like, my gosh, Kristy, that's why you do so well with coaching in my opinion, because you are very, very good at being data and results driven, acknowledging the emotional aspect and not discrediting that by any means, but being able to focus back to what the drivers are and then being able to acknowledge and address any emotions that are still present. But you do well removing that because   we're looking at data and data is non-emotional. You can come up with something and there's been so many times where I could think of so many offhand where I've data-drivenly discussed something with a client and they're like, ⁓ and the emotion kind of disintegrates, it dissipates because it was attached to what they thought to be true. And when they saw the reality, there was no need for that emotion anymore.   DAT Kristy (20:59) Exactly. Well, and to be honest with you, it goes both ways, right? It's the same thing as if we're only looking at the practice numbers, sometimes they think they're doing very well or not doing well, either one. And then once we look at the overhead numbers, it's like, actually, you're here, you know? So ⁓ it goes hand in hand both ways. I always like to say, you know, if I had a pizza business and I was going to sell pizzas,   The Dental A Team (21:18) Yeah. Yeah.   I love that.   DAT Kristy (21:29) I need to break it down and figure out what it cost me to make the pizza, then I can go sell the pizza. But so many times we don't do that and we just put it out in front of us, right? And then on the back end of it, we do have to measure how many pizzas did we sell and how much did we actually spend. Sometimes we forget to go back and look at the cost too.   The Dental A Team (21:34) Yup.   Yeah, wow, that's a very good point. Very good point, which is where the P &Ls come in handy and the line items. And I think the P &Ls will group it and lump it into categories, but every now and again, maybe like once a quarter or so, really looking at what are they putting in those categories so that one, you're making sure they're still super accurate from the bookkeeper and two, that you're not like Amazon spending. There was a couple clients that I saw.   DAT Kristy (21:56) Mm-hmm.   The Dental A Team (22:19) I'm like, what is going on? Why is this category so jumpy? One month it's massive, another month it's not, and they get lumped into office supplies and front office supplies, and all of a sudden it's $3,000 when realistically budgeting-wise it should be $1,200. I'm like, what is in here? And they're like, Amazon goes in there. Every time we want something or Doc says something, we just press the order. And I was like, ⁓   Got it, we need some systems around Amazon or Walmart. I've seen like, I just run to Walmart and I grab what we need every week. And I'm like, my gosh, there's weekly ordering will hurt you every single time. Any kind of weekly ordering. If you can't budget the ordering in a monthly fashion or maybe twice a month, I'll give leniency on twice a month, then we need to talk. Cause that weekly ordering will hurt you every single time.   I think this is all really good, Kristy. I love this. I love this. And I go ahead.   DAT Kristy (23:16) Yeah. I was   to say, I agree with you. mean, we can liken it to our own space if we go to the grocery store with a list or without a list. What is our end result when we pay? You know, so I'm with you. I'm with you. I'm like for dental supplies, we can go to twice a month, but have it fixed and then make sure you're staying within the confines of the budget.   The Dental A Team (23:27) Yeah.   Yes, yeah, that's actually brilliant. Yeah.   Yeah, I agree. And I think that was that was a super great thought process there. Because if you're not planning even your dinners, right, I'll plan my dinners for the week. So then I know what ingredients I need and what ingredients if I know what ingredients I need for specific dinners, I know what I can reuse as well. Otherwise, I'm going to the grocery store just kind of getting random things that I think I can make into something. And I'm ending up at the grocery store a couple times a week to replenish or, you know, supply those missing pieces.   And so if you know what your schedule is, if you know on average how many crowns you're doing, how many fillings you're doing, how many implants you're doing, you can have an average guesstimate of how much of each supply you need to keep on hand, which is then going into your budget for your ordering. So that was beautiful. Yeah, good job. All right, guys, financial health is massive. And it's something that I think all of us, Kristy,   Trish, Monica, Dana, myself, we all just work really, really hard to ensure that it's top of mind for all of our clients. But if you're here listening and you're not yet a client of ours and you're a Dental A Team podcast listener for life, we love you and we wanna make sure you have this information too. please, by all means, somewhere around the 10th of the month, because we know it's probably gonna go longer, make sure you've got those panels in there. Talk to your bookkeeper. If you are the bookkeeper, I have a couple clients like that.   Put it your calendar, you guys. If you are your own bookkeeper, that's fine. I'm not gonna judge you. I think it is a task that you can easily pay for, but I'm not here for that. If you are your bookkeeper, put it in your calendar and you should have that sucker done by like the fifth or the eighth of the month because everything should be closed out. Review your PNLs monthly and quarterly and yearly. Review your spending habits constantly. I have a lot of practices that'll look weekly.   I have a lot of practices that'll look monthly, whichever works best for you. Just make sure you're reviewing those spending habits and then budget for your team. So your supplies ordering, your front office, those are the easiest places to budget. Make sure that you've got an ortho budget added in there. If you have ortho fees and ortho costs that are outside of like Invisalign, things like that. I have a lot of practices that do bracket style ortho and they need a lot of supplies that has to be separated out.   Those are your pieces, you guys. Those are the easiest ways that you can tackle real life, real life, in time, financial health. And we want you to go do that. Kristy, thank you so much for your insight. You truly do so well with your clients and we get to see their progress constantly and those needles are always moving. And I know that it's because you can take that black and white results driven perspective. So thank you for everything you do for your clients and everything that you bring to Dental A Team every day.   DAT Kristy (26:33) Thank you, it's fun.   The Dental A Team (26:35) I know,   I know, I love watching you do it. You really do love it. And it makes me really happy. All right, guys, that's a wrap for today. Go leave us a five star review. Let us know what was super helpful. Maybe there's some tips and tricks you've got that you can share with the world. I'm telling you, people really do go read those. So if you have things in there, they will see them. You can drop us an email, Hello@TheDentalATeam.com. We'll be happy to get you over any documents that might help. We do have some.   budgeting information, we do have some overhead spreadsheets, things like that. If you need help with that, just reach out and we'll catch you next time on the Dental A Team podcast. Thanks guys!

Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBILL - http://accountingpodcast.promo/billChapters(00:00) - Introduction and Guest Welcome (00:56) - Intuit Connect Conference Overview (01:32) - Changes in QuickBooks and Intuit's Strategy (02:03) - AI Integration in QuickBooks (05:26) - The New Customer Hub and MailChimp Integration (06:54) - Concerns About AI and QuickBooks Ecosystem (12:10) - ProAdvisors' Role in the AI Era (19:44) - Addressing Reporting and Automation Issues (27:43) - The Future of QuickBooks Online Accountant (28:21) - New Features and Paid Tiers (29:24) - Intuit Accountant Suite Overview (30:40) - Core and Accelerate Versions (30:54) - Client Management and Dashboards (33:22) - Practice Management Tools (34:01) - Intuit's Market Strategy (38:04) - ProAdvisor and QuickBooks Live (40:31) - Quicken's Comeback (43:34) - AI and Automation in Accounting (53:52) - Intuit's Future Plans and Innovations (56:44) - Conclusion and CPE Information  Show NotesComing soon!Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!https://uqb.show/subscribeConnect with Alicia Katz Pollock!https://www.linkedin.com/in/aliciakatzpollock/https://royalwise.com/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Your Wi‑Fi might be your biggest blind spot, and we're putting it under a bright light. We dig into the push to ban TP‑Link in the U.S., what “firmware callbacks” really mean, and the simple, concrete steps that actually harden a home network: changing default credentials, updating firmware at least yearly, enabling WPA3, and leaning on MFA to shut down credential theft. No scare tactics—just the playbook that keeps real people safer.From there we pull the thread on attention economics in the oddest place: public restrooms. In parts of China, you now scan a QR code and watch an ad to get a ration of toilet paper or pay a few cents to skip it. Officials call it anti‑waste; users call it sponsored dignity. We unpack why this matters beyond bathrooms, and how “rewarded attention” business models creep into public infrastructure when no one's looking.We also put a $20,000 humanoid robot under the microscope. Neo can open doors and flip switches, but it relies on remote human operators for the hard stuff—folding laundry, loading dishes, organizing shelves. That's not autonomy; that's telepresence with great PR. We talk costs, privacy, and whether you're paying to be a beta tester while the AI learns on your dime. If you want actual help today, a local cleaner still wins on speed, cost, and accountability.Scam fighters, this one's for you: a convincing QuickBooks “relationship manager” email that funnels to a Calendly form harvesting bank details, and a fake invoice attachment that mimics a Microsoft 365 login to steal your password before opening your inbox so you don't suspect a thing. We show you the red flags and the countermeasures—verify domains, never type creds from an email, use a password manager, and lock in MFA.We round out with a quick look at Apple's iOS keyboard bug and AirPods static, a throwback to the Morris Worm's chaotic lesson on unintended consequences, and a preview of police cruisers that launch drones for aerial patrols. Plus, our whiskey semifinal, banter, and a secret sound challenge to test your ear.If this mix of practical security, tech trends, and a little humor hits the spot, follow the show, share it with a friend, and leave a quick review. Your support helps more curious listeners find us—and keeps us fueled for next week's deep dive.Support the show

Jeremy de Leon is Founder of Make-roscope & Jeremake Innovations, Inc. Make-roscope is a keychain-sized microscope that attaches to smartphones and makes science more accessible. The objective is to democratize STEM education to every kid in the world. This episode is recorded live during the 2025 Regional Science and Technology Week in Western Visayas organized by DOST Region VI, held at Robinsons Roxas, Capiz.In this episode | 01:33 Ano ang Make-roscope? | 05:15 What problem is being solved? | 08:10 What solution is being provided? | 13:50 What are stories behind the startup? | 26:27 What is the vision? | 31:10 How can listeners find more information? | 31:46 Question and AnswerMAKE-ROSCOPE BY JEREMAKE | Website: https://jeremake.com | Facebook: https://facebook.com/jeremakephDOST REGION VI | Website: https://region6.dost.gov.ph | Facebook: https://www.facebook.com/DOSTRegionVICHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

In this episode, Monica chats with Kat Urban, SVP & Head of Production at R&R Partners, about her journey from starting as an aspiring copywriter to becoming an award-winning producer with over 15 years global production experience.Kat discusses her transitions within the industry, including her work on notable campaigns for brands like Adidas, Airbnb, and QuickBooks, and shares her insights into the importance of collaboration, understanding audience engagement, & the role of non-traditional advertising. She also discusses valuable strategies for working with incredible celebrity talent, (names like Ryan Reynolds, Danny Devito, & Serene Williams, to name just a few).Kat stresses the value of persistence, collaboration, and not being afraid to voice one's insights and opinions, making this episode a treasure trove of wisdom for both new and experienced professionals in the advertising and film industries. Links:Kat's SiteLVCVA Campaign - Welcome to Fabulous Las VegasAdidas World Cup 2022Quickbooks: Get Yours with Danny DeVitoIf you want a shoutout in a future episode please leave us a written review on Apple podcasts. From CRY, a Creative, Production, and Post house based in New York City. Brought to you by CRY www.filmcry.com Intro mixed by Micheal Hartman - michaelhrtmn4@gmail.com

Do you start strong with your money — creating budgets, opening savings accounts, or setting up QuickBooks — only to stop halfway? In this episode of Money Simplified, Aimee reveals the six half-stepper money roles that quietly sabotage your progress and keep you from feeling financially free.Discover which role you've slipped into — Safety Saver, Half-Step Strategist, Spreadsheet Dreamer, Card Juggler, Perfectionist, or Depriver — and the simple mindset and strategy shifts that build real financial momentum.If you've ever struggled to take consistent action with your money, this episode will help you step into a healthier financial role!Money Mindset Playbook: https://aimeecerka.com/mindset For the full transcript and all links mentioned, see the blog post: https://aimeecerka.com/230 Ready To Take Action: https://aimeecerka.com/podcastlinks

In this episode of the OnBase Podcast, host Chris Moody sits down with Craig Abramson of Workday to discuss how data quality, timing, and automation shape the future of account-based marketing (ABM) and experience (ABX).Craig's story, starting as a content writer, evolving through startup marketing, and now running enterprise-level ABX programs at Workday, offers a rare view into how strategy scales with data maturity. From early experiments targeting QuickBooks users to Workday's global predictive engagement models, Craig breaks down how precision targeting drives faster deals, cleaner funnels, and measurable growth.Key TakeawaysData quality is the foundation “Garbage in, garbage out” isn't a cliché, it's a law. Whether at a startup or Workday, the success of ABM hinges on accurate, verified, and purposeful data. A bad contact record can derail an entire funnel.Timing is the game-changer Intent data and predictive scoring help pinpoint the exact moment an account is ready to engage. Craig's own campaign once closed a $250M+ enterprise deal in just three months, half the usual cycle, simply because the timing was right.Start small, learn fast Even at large companies, Craig applies a startup mindset: test, pivot, refine. His early ABM wins came from focusing on a narrow list of accounts with shared pain points rather than broad campaigns.ABX + demand gen = harmony, not competition At Workday, the ABX team focuses on the top 15% of high-scoring accounts, while demand gen drives scale. Together they operate like retail tiers, demand gen as the “big box store,” ABX as the “personal shopper,” and 1:1 ABM as the “bespoke tailor.”Messaging makes or breaks sales Even the best solution fails with the wrong message. Alignment between marketing and sales must start with consistent, audience-specific messaging that speaks to pain points, not features.AI is the amplifier, not the author Craig uses AI tools like Gemini to analyze data sets in hours instead of days but stresses the importance of human instinct: “AI can't feel what will resonate, but it can help you see what you'd otherwise miss.”Quotes“The right message at the wrong time is just as bad as the wrong message altogether.”Tech RecommendationsDemandbase Salesforce Google GeminiMarketoHubSpotResource RecommendationsBlog:Niel Patel: Author: Neil Patel | Co Founder of NP Digital & Owner of UbersuggestPodcast:Martech Podcast: Marketing technology trends and tools.Shout-OutsMatthew Miller - Sr Principal, Global ABX. Workday.About the GuestCraig Abramson is a strategic and results-driven marketing leader with extensive experience driving growth for B2B software companies. He has proven expertise in developing and executing full-funnel marketing strategies that dramatically increase brand awareness, accelerate lead generation and drive pipeline, consistently exceeding KPIs. A master of implementing bootstrap marketing techniques to achieve outstanding results regardless of budget, he is skilled in Go-to-Market planning, AI optimization, SEO/SEM, Marketo automation, content strategy, and analyst relations, with a history of leading companies from startup to successful acquisition. Craig most recently was brought on to lead marketing at Zimit, a services configure price quote SaaS solution. Zimit was acquired by Workday in 2022. Craig continues to work at Workday on the Account Based Experience team, running global programs to drive pipeline from the top 15% of accounts that are most likely in the market for Workday's solutions.Connect with Craig.

Jason Gaguan is the Founder and Chairman of Agile Data Solutions (Hustle PH). Agile Data Solutions Inc. (Hustle PH) is the Philippines' leading market research tech company. Through its partnership with GCash, it taps into 74+ million customer data points and a panel of 1,000,000+ respondents nationwide to deliver hyper-targeted consumer insights for Fortune 500 brands, banks, telcos, and tech companies across Southeast Asia. Stack Up Podcast is a series of Start Up Podcast PH where we dive deeper into how startups apply business strategies to become profitable. This episode is recorded live at Yspaces Co-Working and Event Space in BGC, Taguig. Yspaces is the official co-working and event space partner of Start Up Podcast PH.In this episode | 01:39 Ano nga ba ang Agile Data Solutions (Hustle PH)? | 06:31 What are important updates since our last interview? | 19:02 How did you develop the business model along the years? | 25:02 What business strategies do you apply to increase revenues? | 40:46 How do you get clients? | 01:02:30 What are your thoughts on bootstrapping versus getting investors? | 01:06:39 What are future plans of the company? | 01:11:29 How can listeners find more information?AGILE DATA SOLUTIONS | Website: https://agiledatasolutions.techHUSTLE PH | Facebook: http://facebook.com/therealhustlephYSPACES | Website: https://knowyourspaceph.com | Facebook: https://facebook.com/yspacesphCHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | PatreonPIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠WebsiteEdited by: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

Fofo, Backz y Memo Alonso se sientan a platicar sin rumbo, pero con rumbo. Hablan de cine, educación, TOC, TDAH y del bonito caos de ser adulto funcional a medias.(02:35)

Justine Doctolero is Project Development Officer at Fish-i. Fish-i is a patented hardware-software fish visual census technology developed by the University of the Philippines' Department of Computer Science and Marine Science Institute. It uses a stereo camera setup mounted on a rig to capture underwater footage from sample sites. The data collected is then analyzed by the AI-powered Video Analyzer Software, which identifies fish species, counts individuals, and estimates fish size, biomass, and population density. This system offers a precise, automated method for monitoring marine biodiversity, which is vital for ecosystem management and conservation. This episode is recorded live during the 2025 Regional Science and Technology Week in Western Visayas organized by DOST Region VI, held at Robinsons Roxas, Capiz.In this episode | 01:17 Ano ang Fish-i? | 07:00 What problem is being solved? | 14:30 What solution is being provided? | 29:34 What are stories behind the startup? | 44:52 What is the vision? | 54:03 How can listeners find more information?FISH-I | Website: https://fishi.ph | Facebook: https://facebook.com/fishiphDOST REGION VI | Website: https://region6.dost.gov.ph | Facebook: https://www.facebook.com/DOSTRegionVICHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Introduction and Hosts (02:19) - Discussing AI in QuickBooks Online (07:16) - Exploring QuickBooks AI Agents (08:20) - Accounting Agent Deep Dive (25:37) - Bank Reconciliation Enhancements (35:36) - Payments Agent Overview (36:47) - Leveraging Customer Insights for Better Invoicing (37:24) - Maximizing Cash Flow with Late Fees and Reminders (38:09) - Personal Experiences with Payment Agents (50:31) - Finance Agent Overview (01:00:52) - New Navigation Tips and Tricks (01:03:58) - Upcoming Classes and Events LINKSDan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentsAccounting Agents Toolkit: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us Firm of the Future ArticlesAgentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/ Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/Accounting Agent Anomaly Detectionhttps://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_USFinance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US Dan and Alicia's Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% offAlicia's classes including the Accounting Agents:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's Upcoming Classes:Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Dan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentshttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday 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 

What if sharing a car and knocking on doors as a student became the launch pad for a six‑figure business? In today's conversation, Steve welcomes Eric Fraser — once a rookie branch manager with the YEAA program (via Student Painters) and now the founder of PitStop Mobile Oil Change. Eric drops the story of how he and his brother shared one vehicle, hustled through logistics and cold‑calling, and eventually scaled a mobile oil‑change business to nearly $750K in revenue. They explore the mindset of radical responsibility, the value of early accountability, and how hard‑earned habits from a summer business translate into both corporate and entrepreneurial success. Listen now to avoid staying stuck in "what‐if" mode, gain a unique blueprint you won't read in textbooks, and commit to the kind of execution that turns ideas into action. Timestamped Highlights [00:01:15] – The ROTC‑to‑entrepreneur pivot: Why physics major Eric chose the summer business route [00:03:45] – How Eric and his brother ran one car, shared gas funds and built their first branch manager launch [00:08:45] – Why having "just one car" forced discipline, marketing, and accountability [00:14:51] – The journey from $60K in sales his first year to managing and mentoring a team [00:17:16] – The mobile oil change business idea: from Jiffy Lube job to fleet contract with 500‑700 oil changes/month [00:22:17] – Cold‐calling Avis/Budget fleet accounts: the prompt and process behind the break‑through deal [00:28:15] – The three big takeaways: start messy, delegate for leverage, radical responsibility wins [00:43:33] – What's next: "Messy growth year" 2025 and goal to build a ~$1M‑sale business in 3‑5 years About the Guest Eric Fraser is the founder of PitStop Mobile Oil Change, a growing mobile fleet and retail vehicle maintenance service with locations in Columbus, OH and San Diego, CA. A former branch manager with Student Painters/YEAA, Eric leveraged early leadership and sales experience to transition into data analytics and consulting roles (including at Booz Allen Hamilton and Intuit's QuickBooks division) before returning to scale his own business. His blend of operational discipline, sales grit and leadership mindset offers a rare blueprint for students, corporate professionals and entrepreneurs alike.

Marvin De Pedro shares about Incutech. Incutech is a precision loT-based incubator that ensures optimal hatching with customizable settings and real-time web and SMS alerts. This intelligent system monitors critical parameters like temperature and humidity, providing farmers with timely data and notifications to prevent losses and maximize chick yield. With its user-friendly interface and advanced monitoring capabilities, Incutech makes the incubation process more reliable and efficient for poultry raisers. This episode is recorded live during the 2025 Regional Science and Technology Week in Western Visayas organized by DOST Region VI, held at Robinsons Roxas, Capiz.In this episode | 01:08 Ano ang Incutech? | 02:54 What problem is being solved? | 06:21 What solution is being provided? | 17:48 What are stories behind the startup? | 36:08 What is the vision? | 43:37 How can listeners find more information?ISAT U FAB LAB | Facebook: https://facebook.com/isatudtifablabDOST REGION VI | Website: https://region6.dost.gov.ph | Facebook: https://www.facebook.com/DOSTRegionVICHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠⁠YouTube⁠⁠⁠ | ⁠⁠Spotify⁠⁠ | ⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠Facebook⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

What if your med spa already had all the data it needed to grow? This week on Medical Spa Insider, host Alex Thiersch, JD, founder of AmSpa, speaks with Ben Wolber, MBA, co-founder and CEO of InsightX, an AI-powered analytics platform built specifically for med spas and aesthetic practices. Wolber shares how InsightX evolved from a consulting side hustle into a full-fledged SaaS platform that helps med spa owners visualize, understand, and act on their data. Listen to learn: How InsightX helps med spas turn raw data into strategic growth; The story behind InsightX's stealth launch and how early users shaped the platform; Why traditional data visualization tools fall short for aesthetic practices; How strategic recommendations and predictive analytics set InsightX apart; What systems InsightX integrates with: EMRs, QuickBooks, marketing platforms, and more; The entrepreneurial mindset that makes med spas unique; How data can drive scalable growth and prepare you for acquisition; What's next for InsightX, including new partnerships and the November launch campaign. -- Visit https://www.wellreceived.com/amspa to learn more about your exclusive offer as an AmSpa Member. -- Music by Ghost Score

Melissa Miranda's BIO:  Melissa Miranda is a Certified Public Accountant and the owner of Step By Step Accounting, a Woodard Top 50 Accounting Practice. Step By Step is a fully cloud based, teaching-oriented accounting and advisory firm. Melissa's mission is to empower 100,000 entrepreneurs to have financial success and mental health. She speaks about how businesses can be even more successful by covering cash flow planning, pricing strategies, and business financial foundations. She has been named a US Top 100 QuickBooks ProAdvisor for the past 2 years, and with her team of 12, provides QuickBooks consulting and Fractional Controller services to small business clients.   In this episode, Virginia and Melissa talked about: How Melissa earned a Woodward Top 50 Accounting Firm What makes Melissa unique in the industry  Why do you NEED an advisory service? Mental health and entrepreneurship    Takeaways: Plan for your success Networking Up? Be of Service First  Referrals come from doing a good job Tell people, “This is what I'm doing” Authenticity creates stronger connections   Connect with Melissa on her social media accounts to learn more about her work and insights into networking effectively: LinkedIn URL : https://www.linkedin.com/in/melissalmirandacpa/ Instagram URL : https://www.instagram.com/melissa.l.miranda/   Connect with Virginia: https://www.bbrpodcast.com/

Eleanor Olegario is Founder of Rainfold and Lithos Manufacturing. Rainfold with Zeramic Filter is a smart, modular rainwater harvesting system that collects, filters, stores, and monitors rainwater using natural zeolite and ceramic nanotech filters. It removes sediments and contaminants, offers IoT-based water tracking, and ensures off-grid water access for washing, sanitation, and irrigation—especially during droughts, disasters, or service cuts. Rainfold addresses water scarcity and climate resilience in one eco-friendly solution for homes, schools, hospitals, and communitiesLithos Manufacturing is a manufacturer and trader of industrial and feed grade minerals like calcium carbonate, zeolite, and more.This episode is recorded live during the 2025 Regional Science and Technology Week in Western Visayas organized by DOST Region VI, held at Robinsons Roxas, Capiz.In this episode | 01:19 Ano ang Rainfold? | 06:53 What problem is being solved? | 11:43 What solution is being provided? | 21:06 What are stories behind the startup? | 37:21 What is the vision? | 44:10 How can listeners find more information?LITHOS MANUFACTURING | Website: https://philippinezeolite.com | Facebook: https://facebook.com/philippinezeolithosDOST REGION VI | Website: https://region6.dost.gov.ph | Facebook: https://www.facebook.com/DOSTRegionVICHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PH⁠⁠YouTube⁠⁠ | ⁠Spotify⁠ | ⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠Facebook⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

In this episode, we dive into the often-overwhelming world of building a tech stack for your coaching business! We know the thought of sorting through all the technology options can make your eyes glaze over, but fear not! We break it down into manageable pieces, discussing everything from accounting software to payment processors, calendaring systems, and even email marketing tools. Adding tech to your process should save you time and money, not cause you headaches and cost you cash. Our goal is to help you streamline your processes so you can focus on what you do best – coaching! Are you ready to take your coaching business to the next level? Listen in as we share our personal experiences with different tools and provide recommendations that can help you build a solid tech foundation for a thriving coaching practice.

Don't miss the replay of our live event where James Shepherd, Jon Shirey, and Gabe Pinchev introduced a powerful new opportunity for agents and ISOs: reselling FieldPulse through the Full Stack Payments app. You'll see how FieldPulse helps contractors in industries like HVAC, plumbing, and electrical manage scheduling, invoicing, and payments—all in one simple platform. With full dual pricing support and a native QuickBooks integration, it's a complete solution for busy service businesses. We also covered how to position FieldPulse with prospects, set demos, and grow long-term residuals through the Full Stack ecosystem. If you're looking to break into the trades and boost your portfolio, this is a must-watch. Also, don't miss the latest Today in Payments episode with Patti Murphy. Check out the blog post here: https://todayinpayments.com/blog/rtp-growth-aws-disruptions-and-a-mobile-wallet-showdown

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction to the Podcast (00:58) - ProAdvisor Community News (03:06) - Product Innovations: Modern Reports (11:09) - Payroll Corrections Updates (16:02) - Custom Client IDs in QuickBooks Online Accountant LINKShttps://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampConferences:https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.com/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 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 

What if a “stable” coin wasn't? Blake and David unpack Paxos's accidental minting of $300 trillion in PayPal USD—and what it reveals about stablecoin “pegs.” They also dig into proposals to weaponize IRS Criminal Investigations, NASBA's flawed CPA exam data, and small-business headaches from forced AI rollouts in QuickBooks. Plus: Ripple's treasury move, whether AI can run a $1M solo firm, and smart guardrails for using AI without breaking your books.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayBill.com - http://accountingpodcast.promo/billCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:12) - Celebrating Spreadsheet Day (04:40) - Remote Work and Flexibility in Accounting (05:50) - Live Stream Interaction (06:16) - Political Discussion: IRS Overhaul (18:12) - NASBA Data Issues (24:51) - AI in Accounting: QuickBooks and Docket (41:28) - Upcoming Events and Conferences (42:38) - Navigating Conferences: Tips and Challenges (43:16) - The Future of Earmark: Audio Books and Discounts (46:21) - Chicago Teachers Union Audit Controversy (48:52) - Stablecoins and Cryptocurrency Concerns (56:09) - AI and the Future of Accounting (57:32) - The Talent Shortage in Accounting (01:03:30) - The CPA Exam and the Future of the Profession (01:16:48) - Government Shutdown and Its Impact (01:18:48) - Closing Remarks and Listener Engagement  Show NotesTrump Administration Plans IRS Overhaul to Target Left-Leaning Groups (Wall Street Journal) https://www.foxbusiness.com/politics/trump-admin-plans-irs-overhaul-probe-left-leaning-groups-more-easily-wsj-reportsNew CPA Success Index is DOA: NASBA's data behind the index no longer holds up https://www.accountingtoday.com/opinion/cpa-success-index-is-doa-nasbas-data-behind-the-index-no-longer-holds-upDocyt Launches Mission to Create the 'Million Dollar Accountant' https://www.cpapracticeadvisor.com/2025/10/15/docyt-launches-mission-to-create-the-million-dollar-accountant/170851/Ripple Acquires GTreasury for $1 Billion https://www.gtreasury.com/news/ripple-acquires-gtreasuryPaxos Accidentally Mints $300 Trillion 'Excess' PayPal Stablecoin https://www.pymnts.com/cryptocurrency/2025/paxos-accidentally-mints-300-trillion-excess-paypal-stablecoin/Dozens of Arkansas cities still without state funds over missing audits https://www.ktlo.com/2025/10/13/dozens-of-arkansas-cities-still-without-state-funds-over-missing-auditsChicago Teachers Union members sue union bosses over missing financial reports https://www.illinoispolicy.org/chicago-teachers-union-members-sue-union-bosses-over-missing-financial-reports/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever looked at your agency's bank account and thought, “We're crushing it!” only to realize two months later that half that cash wasn't really yours yet? Or maybe you've hit that milestone where you start wondering what your agency might be worth if you sold it tomorrow… but your books are a confusing mix of guesswork and gut feelings. Today's featured guest was a finance expert before falling in love with the agency world and has the experience to show how smart financial planning (not just getting more clients) can completely reshape your agency's future. From forecasting and cash flow to the hard truths about selling, this conversation is packed with real-world lessons every agency owner needs to hear. Lacie Edgeman is the partner and co-owner of PrograMetrix, a digital paid media agency that focuses exclusively on programmatic advertising. With a background in finance, she oversees operations and financial strategy. However, like most small-agency leaders, she's worn just about every hat at some point. Her unique blend of financial discipline and operational savvy has helped her agency grow smart, not just fast. In this episode, we'll discuss: The superpower too many agencies ignore. Cash vs. accrual accounting. Why you should always be tracking these two KPIs. How much cash should you keep in the bank? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. How a Finance Major Became an Agency Owner After earning a finance degree, Lacie joined a digital agency in Austin as a billing coordinator and quickly discovered she loved the chaos. “You either love it or you hate it,” she says. “I love the fast pace environment and the fact that it challenges me.” That early exposure to how agencies really work, from billing quirks to client chaos, gave her a perspective most creatives never get. By the time she joined PrograMetrix, she wasn't just another partner with ideas; she was the numbers-minded operator who could make sure every big creative idea actually paid off. Forecasting: The Superpower Too Many Agencies Ignore From a finance perspective, Lacie's biggest message for agency owners is to stop running their business off their checking account. “Future planning is where most agencies miss the mark,” she says. It's important to review your historical, of course, but Lacie recommends creating a forecast and revisit it quarterly. This way, if you want to add $1 million in take-home revenue, you can map out exactly which KPIs need to move to make that happen.. This is way, if you, for instance, want to add $1 million in take-home revenue, you can map exactly which KPIs need to move to make that happen. That forward focus creates smarter, calmer decisions; especially when things get uncertain. You can't sleep easy until you know what's coming in, what's going out, and how your pipeline will affect cash flow six months from now. Cash vs. Accrual Accounting: How to Stop Fooling Yourself About Profit When Lacie joined PrograMetrix in 2019, one of her first moves was switching from cash accounting to accrual accounting, a game changer for any media agency. Why? Because when you're handling large media budgets, those big lump payments from clients don't actually mean profit. Accrual accounting forces you to recognize revenue when the work is done, not when the check clears. “It's the only way to see what's actually happening,” Lacie explains. Otherwise, agencies can get fooled into thinking they're thriving when all they've done is temporarily hold pass-through media dollars. For anyone running paid media, she considers accrual accounting “painful but essential.” Furthermore, accrual accounting becomes critical when you're planning to sell your agency. It's not just about cleaner books, it's about protecting your valuation. In cash accounting, all incoming payments hit your revenue the moment they land, even if you haven't delivered the work yet. That can make your agency look healthier than it really is. However, a smart buyer will spot it—and they'll adjust your purchase price down to reflect any undelivered work. If you're serious about eventually selling, move to accrual accounting early so your books reflect true earned revenue. It not only helps you understand your real profitability but also builds trust with future buyers. Building the Right Financial Advisory Team for Your Agency Anyone with prior experience selling a business will probably tell you “if you're planning on selling soon, don't rely solely on a broker”. Brokers are financially motivated to close the deal fast, not to get the best terms. Instead, surround yourself with people who don't have skin in the game. Considering that most agency owners probably come from a creative background, Lacie suggests finding financial mentors or advisers who will tell them what they need to hear, not what they want to hear. You don't have to become a QuickBooks expert, but you do need to understand what your financials are saying about the health of your business. 2 KPIs Every Agency Owner Should Track If Lacie were stranded on an island and could only get one napkin of financials, it'd include two numbers: Topline Revenue (excluding media spend) EBITDA (basically your take-home before taxes) EBITDA is very important here, because you can have great revenue but without free flowing funds to invest back in the business, you'll still be a red flag for potential buyers. Those two tell her almost everything about an agency's financial health. “You can only cut costs so far,” she says. “At some point, you have to grow the top line strategically.” The real game is in balancing both, keeping a clean cost structure while expanding profitable revenue. Owners should also understand adjusted EBITDA, which adjusts for one-off expenses, to get a clearer view of your operational performance. It's something a potential buyer would do any way to get a more accurate picture of your agency's financial health. How Much Cash Should You Keep in Reserve? Ask ten agency owners this question, and you'll get ten answers. Lacie says three months of operating cash is the industry rule of thumb, though she's heard advisers tell sellers to shrink that down to one month before an acquisition. Many would disagree with that advice, but ultimately the right number depends on your risk tolerance and client concentration. If a single client dominates your revenue, then the most important advice would be to secure a line of credit before you need it. Losing a “gorilla client” (one worth more than 20% of your revenue) can wreck cash flow overnight. A credit line buys you breathing room so you don't start saying yes to bad clients just to make payroll. Niching Down Is the Key to Profitability and Valuation For Lacie, niching down was the single best move for PrograMetrix. “When you try to be everything to everyone, you can't scale,” she says. Every one-off client that doesn't fit your core offer quietly drains profit and focus. She urges agency owners to ask themselves if they're offering the right services and double down on what they're great at, not just good at. The rule is simple: the more focused you are, the more you can charge. Start by raising prices for new clients and soon the gap between legacy clients and new ones will convince you of the need to raise prices for legacy clients too. One mastermind member added $72,000 in monthly recurring revenue simply by repricing existing clients after niching. Each year, Lacie's team audits their client roster to identify accounts they've outgrown. It's never easy—many are long-time relationships—but letting go of clients who no longer fit is what creates room for bigger, better ones. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

In this 30-minute episode of Healthy Mind, Healthy Life, tax expert Carlotta Thompson (founder & CEO of Tax Strategies of America) breaks down practical, legal tax strategies that help entrepreneurs keep more capital and scale faster. Carlotta—an ex-IRS agent turned advocate—explains overlooked credits vs. deductions, when to upgrade from DIY tax software to a professional, and how tax clarity removes the mental drag that limits business growth. If you run a small business or own rental property, this episode gives actionable steps to reduce tax liability, reclaim focus, and use tax-smart moves to build long-term wealth. About the guest: Carlotta Thompson is founder & CEO of Tax Strategies of America and an ex-IRS agent who now helps entrepreneurs and real-estate investors minimize tax legally. She runs trainings and the Pathway to Zero program that teach practical credits, deductions, and structural moves to scale wealth. Key takeaways: Taxes are a common mental block for entrepreneurs; getting tax problems under control frees energy to grow your business. When net business income (after expenses) reaches ~$40,000, invest in a qualified tax professional — TurboTax generally won't capture advanced strategies. Distinguish tax credits (government pays you to do things) from deductions (reduce taxable income); many business activities qualify for credits you're likely missing. Use existing business actions and assets (R&D, accessibility upgrades, equipment repurposed for business) to capture credits — don't buy unnecessary items just for deductions. Keep organized records (spreadsheet or QuickBooks) of all expenses — include previously purchased personal items now used for business (computers, furniture, tools). Ask your accountant “How can I make this a tax deduction?” to promote creative, compliant planning rather than yes/no gatekeeping. Reclassifying or repositioning legitimate costs on returns (when supported by code/publication) can materially lower taxes without extra spending. Consider real estate and buying additional businesses as long-term tax-advantaged growth strategies; structure matters for wealth preservation.   How listeners can connect with Carlotta Thompson  : Search: Carlotta Thompson Finance on TikTok / Instagram / Facebook. Websites mentioned: carlottathompson.com and taxsrategistsofamerica.com (as said on the episode). Join Carlota's trainings (two-hour, college-level courses) via her site Learn the Pathway to Zero™ by attending one of our next webinars. Sign up here: www.taxstrategiesnow.com/signup Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer.   Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty—storyteller, survivor, wellness advocate—this channel shares powerful podcasts and soul-nurturing conversations on: • Mental Health & Emotional Well-being• Mindfulness & Spiritual Growth• Holistic Healing & Conscious Living• Trauma Recovery & Self-Empowerment With over 4,400+ episodes and 168.4K+ global listeners, join us as we unite voices, break stigma, and build a world where every story matters.

In this empowering and refreshingly honest episode of the Transform My Dance Studio Podcast, Olivia Mode-Cater sits down with Inner Circle mentor Nadine Selinger to talk about a topic many studio owners would rather avoid: their numbers.  Nadine shares her journey from “QuickBooks was like poking me in the eyeballs” to celebrating her Financial Fridays, proving that mastering your finances isn't about being a math person. It's actually about about confidence, systems, and clarity.  Together, Olivia and Nadine unpack how studio owners can move from financial avoidance to financial control, and why profitability doesn't make you less passionate, it makes your purpose sustainable.  Whether you're terrified to open QuickBooks or already tracking every dollar, this conversation will help you face your numbers, strengthen your team, and build a studio that serves you, not the other way around.  You will learn:  Why most studio owners avoid their finances — and how to break the cycle  The four financial habits that shift you from chaos to control  How to make budgeting as creative as choreography  The mindset shift that turns “bad news” into better decisions  How to calculate your profit margins — and what 20% really looks like  Why “it's not personal, it's business” is a form of leadership, not coldness  Practical ideas for getting your team invested in revenue goals  How to gamify finances to motivate staff and celebrate wins  The ultimate reason to get your money right: freedom for your family and your future Whether you're terrified to open QuickBooks or already tracking every dollar, this conversation will help you face your numbers, strengthen your team, and build a studio that serves you, not the other way around.   

Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebration lunch at Intuit Connect where attendees get a free PDF. The book is available in paperback and Kindle format for $24 on Amazon, perfect for SCORE and SBDC programs, client gifts, or anyone learning QuickBooks Online.BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp Conferences: https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.com/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