Podcasts about QuickBooks

Accounting software for small and medium sized businesses provided by Intuit

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YAP - Young and Profiting
David Eagleman: What Neuroscience Reveals About Your Brain and Human Nature | Human Behavior | YAPClassic

YAP - Young and Profiting

Play Episode Listen Later Mar 20, 2026 60:59


What is the psychology behind how the human brain constructs reality? When David Eagleman fell twelve feet off a roof as a child, the entire fall lasted just 0.6 seconds, yet his brain made it feel like an eternity. That moment sparked a lifelong curiosity about the brain and how it constructs perception, ultimately leading him to Stanford and a career in neuroscience. In this episode, David reveals the science of time perception, brain plasticity, and sensory substitution, and why the human brain is far more powerful and expandable than you ever imagined. In this episode, Hala and David will discuss: (00:00) Introduction (01:26) A Childhood Fall That Revealed Time Perception (06:46) How the Brain Constructs Reality  (10:33) Hidden Senses the Human Brain Is Missing (16:46) What Is Brain Plasticity and Livewiring? (27:50) Sensory Substitution and Expanding Human Senses  (36:29) The Psychology Behind Why Humans Dream (42:02) Where Science Meets Spirituality and Religion  (48:47) The Future of Livewired Technology (51:39) Why Human Intelligence Still Outsmarts AI David Eagleman is a neuroscientist at Stanford University, a bestselling author, and the founder of Neosensory and BrainCheck. He is the writer and presenter of the international PBS series The Brain with David Eagleman and The Creative Brain on Netflix. His bestselling book Livewired reveals how the brain adapts in real time, reshaping our understanding of perception, consciousness, and human psychology. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned: David's Book, Livewired: bit.ly/Livewired  David's Website: eagleman.com  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Habits, Positivity, Critical Thinking, Robert Greene, Chris Voss, Robert Cialdini 

Entrepreneurs on Fire
Time to Thrive with Dean Graziosi: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Mar 20, 2026 26:31


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Dean Graziosi is a multiple-time NYT bestselling author, entrepreneur, investor, and sought-after speaker and consultant, presenting to audiences of over 200,000 at conferences and live events. Top 3 Value Bombs 1. The world is shifting. Who you are matters more than how you do things. 2. Explore a digital product alongside your traditional business. 3. Anticipate and prepare rather than just react. Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Thrivetime Show - Make 2026 your best year yet! Start your transformation by attending the world's highest rated business growth workshop taught personally by Clay Clark, featuring Football Star and Entrepreneur, Tim Tebow, and President Trump's Son, Eric Trump, at ThrivetimeShow.com/eofire! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

Start Up Podcast PH
Start Up #311: Fatima Multi-Purpose Cooperative - Root Crop Processing, Microfinance, Loan & Savings

Start Up Podcast PH

Play Episode Listen Later Mar 20, 2026 52:10


Maria Teresa Geniston is General Manager at Fatima Multi-Purpose Cooperative.Fatima Multi-Purpose Cooperative (FMPC) is a progressive, resilient cooperative dedicated to improving members' lives through financial and non-financial services. It offers credit, savings, microfinance, crop processing, water refilling, fuel and LPG distribution, and hospitality ventures. With growing assets, membership, and community investments, FMPC builds strong partnerships and drives inclusive development.Recent Accomplishment: Best Technology Adopter at the SINAG Awards, January 30, 2026.This episode is recorded live at the Fatima Multi-Purpose Cooperative Root Crops Processing Plant in Tunga, Leyte. This episode is in partnership with VSU Agriculture Technology Business Incubator, Visayas State University, PhilRootCrops, ViCARP, and Raise Region VIII.In this episode:00:00 Introduction01:26 Ano ang Fatima Multi-Purpose Cooperative?48:15 How can listeners find more information?FATIMA MULTI-PURPOSE COOPERATIVEFacebook: https://facebook.com/fatimampc1996VSU TBIWebsite: https://tbi.vsu.edu.phFacebook: https://facebook.com/VSUTBIVISAYAS STATE UNIVERSITYWebsite: https://vsu.edu.phFacebook: https://facebook.com/visayasstateuPHILROOTCROPSWebsite: https://philrootcrops.vsu.edu.phFacebook: https://facebook.com/philrootcropsVICARPWebsite: https://vicarp.vsu.edu.phFacebook: https://facebook.com/vicarpregion8RAISE EASTERN VISAYASFacebook: https://facebook.com/p/RAISE-Eastern-Visayas-100082758964424THIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠https://onecfoph.co⁠Kredit Hero: ⁠https://kredithero.com⁠Yspaces: ⁠https://knowyourspaceph.com⁠Twala: ⁠https://www.twala.io⁠Symph: ⁠https://symph.co⁠Secuna: ⁠https://secuna.io⁠SkoolTek by Edfolio: ⁠https://skooltek.co⁠Red Circle Global: ⁠https://www.redcircleglobal.com⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠https://asklexph.com⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: ⁠https://www.arkotechspacesolutions.com⁠DVCode Technologies Inc: ⁠https://dvcode.tech⁠NutriCoach: ⁠https://nutricoach.com⁠Argum AI: ⁠http://argum.ai⁠PIXEL by Eplayment: ⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠https://schoolofprofits.academy⁠Founders Launchpad: ⁠https://founderslaunchpad.vc⁠Hier Business Solutions: ⁠https://hierpayroll.com⁠Agile Data Solutions (Hustle PH): ⁠https://agiledatasolutions.tech⁠Smile Checks: ⁠https://getsmilechecks.com⁠CloudCFO: ⁠https://cloudcfo.ph⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠https://cloverly.tech⁠BuddyBetes: ⁠https://buddybetes.com⁠HKB Digital Services: ⁠https://contakt-ph.com⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠https://hyperstacksinc.com⁠Wunderbrand: ⁠https://wunderbrand.com⁠Uplift Code Camp: ⁠https://upliftcodecamp.com⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠https://youtube.com/startuppodcastph⁠Spotify: ⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠Apple Podcasts: ⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠Facebook: ⁠https://facebook.com/startuppodcastph⁠Patreon: ⁠https://patreon.com/StartUpPodcast⁠PHPIXEL: ⁠https://pixel.eplayment.co/dl/startuppodcastph⁠Website: ⁠https://phstartup.online⁠This episode is edited by the team at: ⁠https://tasharivera.com

YAP - Young and Profiting
The Social Media Strategies Top Creators Use to Build Loyal Audiences | Marketing | YAPCreator Replay | E2

YAP - Young and Profiting

Play Episode Listen Later Mar 18, 2026 32:26


Social media rewards authenticity, yet many creator-entrepreneurs still hide behind polished perfection. In today's crowded digital space, audiences trust and connect with real, relatable people far more than curated personas. In this episode of the YAPCreator Series Replay, Hala Taha shares social media and personal branding strategies along with insights from GaryVee, Kat Norton, Rudy Mawer, and more, to help entrepreneurs build trust, grow their brand, and turn casual followers into loyal fans. In this episode, Hala will discuss:  (00:00) Introduction (00:57) Rory Vaden's 3Es for Building Online Trust (05:06) Video Marketing as a Trust Accelerator (09:09) Creating an Authentic Brand as a Content Creator (13:38) Branding Consistency for Instant Recognition (19:39) GaryVee's Guide to Niche Targeting (24:27) Jasmine Star on Building Loyal Communities (27:06) Monetizing Your Audience Authentically Hala Taha is the host of Young and Profiting, a top 10 business and entrepreneurship podcast on Apple and Spotify. She's the founder and CEO of YAP Media, an award-winning social media and podcast production agency, as well as the YAP Media Network, where she helps renowned podcasters like Russell Brunson, Jenna Kutcher, and Neil Patel grow and monetize their shows. Through her work, Hala has become one of the most influential creator entrepreneurs in podcasting. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned: YAP E274 with Rory Vaden: youngandprofiting.co/3PbOns6  YAP E278 with Sean Cannell: youngandprofiting.co/4sTTg7T  YAP E279 with Sean Cannell: youngandprofiting.co/40zkF2M  YAP E316 with Kat Norton: youngandprofiting.co/4sejYYP  YAP E318 with Rudy Mawer: youngandprofiting.co/3PaS41e  YAP E291 with GaryVee: youngandprofiting.co/4dncWw6  YAP E130 with Jasmine Star: youngandprofiting.co/4sMkYTR  YAP E252 with Harley Finkelstein: youngandprofiting.co/4dp0nR0  YAPCreator Replay E1: youngandprofiting.co/4sMFe7E  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, SEO, E-commerce, LinkedIn, Instagram, Digital Marketing, Storytelling, Advertising

the unconventional attorney
Law firm owners using practice panther + quickbooks + IOLTA beware!

the unconventional attorney

Play Episode Listen Later Mar 18, 2026 1:49


Law firm owners using practice panther + quickbooks + IOLTA beware! U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com

Kiss My Aesthetic Podcast
259. Spring Cleaning Your Creative Business Systems

Kiss My Aesthetic Podcast

Play Episode Listen Later Mar 17, 2026 34:15


Ever wondered where your hard-earned money actually goes when you run a creative business? Peek behind the curtain as Michelle shares on every tool, subscription, and sneaky expense that keeps her agency thriving. From splurges she'll never give up, to those subscriptions haunting her credit card, you'll get the unfiltered downlow on what's essential, what's a money pit, and how a little spring cleaning can amp up your profits. ------------------------ In today's episode, we cover the following: Hosting files: GSuite and Google Storage Client and team communications and project-tracking: Basecamp Onboarding managing tool: Dubsado Design tools we can't live without: Adobe Creative Suite, Canva, Artboard Studio, Midjourney Marketing tools: Audible, Claude, Cricut, Gusto, Later, Loom, QuickBooks, Spotify, Squarespace, Zapier, Heartbeat Podcast software: Libsyn, Zencastr ---------------------- RESOURCES: Episode 146: My Brand Design Process, Step by Step Episode 195: Optimizing Your Business with Cody Garner-Howe ----------------------- Stop managing software and start hosting your people. This episode is sponsored by Heartbeat. Create an authentic community today and start your free trial at App.Heartbeat.Chat/KMA. Once you're ready to upgrade your plan, use code KMA30 for 30% off.   P.S. Want to be a community member before creating your own? Join the Kiss My Aesthetic community there today at App.Heartbeat.Chat/kissmyaesthetic/invitation?code=2FEB4G. ----------------------- WORK WITH MKW CREATIVE CO.   Connect on social with Michelle at: Kiss My Aesthetic Facebook Group Instagram Tik Tok -----------------------   -- COFFEE -- Did you know that the fuel of the POD and the KMA Team runs on coffee? ;) If you love the content shared in the KMA podcast, you're welcome to invite us to a cup of coffee any time - Buy Me a Coffee! -- ZENCASTR -- This episode is brought to you by Zencastr. Create high-quality video and audio content. Get your first two weeks free at https://zencastr.com/?via=kma . -- AUDIBLE -- This episode of the Kiss My Aesthetic Podcast is brought to you by Audible. Get your first month free at www.audible.com/kma.   This episode was edited by Berta Wired Theme music by: Eliza Rosevera and Nathan Menard

Start Up Podcast PH
Start Up #310: Apogee - Disrupting Education with Micro-Schools and Coaching

Start Up Podcast PH

Play Episode Listen Later Mar 17, 2026 70:38


Coach Kevin Voisin is COO at Apogee.Apogee equips entire families—parents and children alike—to think boldly, act bravely, and live free. Apogee has 150+ micro-schools in America - and now aiming to disrupt education the same way in the Philippines.In this episode:00:00 Introduction01:03 Ano ang Apogee?07:02 What is the startup trying to solve?31:02 What are the stories and vision of the team?01:07:29 How can listeners find more information?APOGEEWebsite: https://apogeestrong.comFacebook: https://facebook.com/ApogeeProgramYouTube: https://youtube.com/@ApogeeProgramTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comTwala: https://www.twala.ioSymph: https://symph.coSecuna: https://secuna.ioSkoolTek by Edfolio: https://skooltek.coRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comArgum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com

Hey Non-Profits, Raise More Money!
Donor Acquisition Cost, Stock Gifts & the Nonprofit Finance Conversation Nobody's Having

Hey Non-Profits, Raise More Money!

Play Episode Listen Later Mar 17, 2026 37:48


Hey Nonprofits is the only podcast specifically focused on event fundraising and auction strategy- because someone has to stand up for the gala. But great events alone won't save your organization if your financial foundation is broken.In this episode Matt Gardner, Co-founder and CEO of Hiline and host of the Fiscally Awesome podcast, makes the case that nonprofit financial infrastructure isn't just a back-office problem. It's a fundraising problem. A credibility problem. And a mission problem.If you're an executive director, development director, or nonprofit leader trying to grow your organization and diversify your funding in 2026 this conversation will change how you think about the business of running a nonprofit.

YAP - Young and Profiting
Dr. Jill Bolte Taylor: The 4 Brain Characters That Transform Habits and Critical Thinking | Human Behavior | E390

YAP - Young and Profiting

Play Episode Listen Later Mar 16, 2026 83:14


Dr. Jill Bolte Taylor's fascination with brain health and human psychology began with a personal question: why do people perceive the same world so differently? After growing up with a brother diagnosed with schizophrenia, she dedicated her life to understanding the brain. At age 37, she suffered a massive stroke and watched her brain shut down in real time. That experience gave her rare insight into how the brain truly works. In this episode, Dr. Jill shares her whole-brain framework and explains how understanding our four brain characters can transform how we think, feel, and show up in life and business. In this episode, Hala and Dr. Jill will discuss: (00:00) Introduction (02:51) Childhood Curiosity About the Human Brain (10:14) Experiencing a Stroke at Age 37 (20:38) Warning Signs and Prevention of Stroke (25:13) Watching Her Brain Shut Down (33:45) The Four Brain Characters (44:05) Debunking Left vs. Right Brain Myths (51:19) Whole-Brain Thinking for Entrepreneurs (53:57) Why Society Is Left-Brain Dominant (1:04:24) Can You Control Your Brain? (1:09:25) Habits to Activate the Right Brain Dr. Jill Bolte Taylor is a Harvard-trained neuroanatomist, bestselling author, and adjunct lecturer in anatomy, cell biology, and physiology at the Indiana University School of Medicine. She is the national spokesperson for the Harvard Brain Tissue Resource Center and is best known for her 2008 TED Talk and memoir, My Stroke of Insight. For her groundbreaking contributions to modern brain science, Dr. Jill was named one of TIME Magazine's 100 Most Influential People in the World. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned: Dr. Jill's Website: DrJillTaylor.com Dr. Jill's Book, My Stroke of Insight: bit.ly/DJBT-SOF  Dr. Jill's Book, Whole Brain Living: bit.ly/DJBT-WBL  Dr. Jill's TED Talk, My Stroke of Insight: bit.ly/DJBT-TEDTALK   Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Positivity, Human Nature, Robert Greene, Chris Voss, Robert Cialdini  

the unconventional attorney
Law firm trust accounts don't belong in quickbooks.

the unconventional attorney

Play Episode Listen Later Mar 16, 2026 1:09


Law firm trust accounts don't belong in quickbooks. U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com

Design Curious | Interior Design Podcast, Interior Design Career, Interior Design School, Coaching
182 | How to Build Financial Confidence as the CEO of Your Design Business With Danielle Hayden

Design Curious | Interior Design Podcast, Interior Design Career, Interior Design School, Coaching

Play Episode Listen Later Mar 16, 2026 26:49


The moment you file your LLC… the moment you accept your first client payment… the moment you start working with vendors or contractors…You are no longer “just a creative.” You are the CEO of your business.As Danielle Hayden and I discuss in this episode, one of the biggest mistakes interior designers make is thinking they can outsource their financial understanding to bookkeeping services, financial automation, or even AI tools like QuickBooks integrations or ChatGPT.Here's the truth: AI is powerful, but it cannot replace CEO responsibility.With automation and financial tech, many designers assume their systems are handling everything correctly. But inaccurate bookkeeping, duplicated transactions, or improperly reconciled accounts can quietly damage your financial health — and no AI tool will raise a red flag. Instead, it will confidently analyze flawed data and give you misleading conclusions.If you want sustainable business growth, better business decisions, and long-term business protection, you must understand your numbers. In this episode, Danielle shares a powerful framework to help you step into your CEO role with clarity — without doing everything yourself.Featured GuestDanielle Hayden is the co-founder and CEO of Kickstart Accounting Inc., a bookkeeping and accounting firm dedicated to helping female entrepreneurs understand their financials through bookkeeping, financial analysis, and strategic support. With a background as a CFO, Danielle's mission is to equip business owners — from six figures to beyond — with the tools and insights they need to build profitable and sustainable businesses.What You'll Learn in This Episode✳️ Why CEOs must understand their business financials✳️ AI limitations in financial analysis and decision-making✳️ Hidden risks inside QuickBooks financial automation systems✳️ Danielle's framework for deciding when to become an S Corp✳️ Four essential roles for a strong money teamRead the Blog >>> Financial Confidence for Design CEOs with Danielle HaydenNEXT STEPS:

Staging Sips
Better Inventory Management with Kate Elliott, Co-Founder of Hutch

Staging Sips

Play Episode Listen Later Mar 14, 2026 36:32


What happens when a stager with a tech background gets tired of duct-taping together Trello, QuickBooks, and a CRM that wasn't built for her? She builds something better. In this episode, I sit down with Kate, co-founder of Hutch — a purpose-built project management and inventory platform designed specifically for home stagers. Kate shares her journey from SaaS startup life to staging side hustler to software founder, and walks us through exactly what Hutch does, why the staging industry has been underserved for so long, and how better data can finally help stagers price their services for what they're actually worth. WHAT YOU'LL LEARN FROM THIS EPISODE: How Kate went from staging side hustler to software co-founder Why so many stagers are stitching together tools that were never built for them and what that's costing them What Hutch does as an all in one staging business tailored platform Why your average inventory investment per stage might be the most important number you're not tracking RESOURCES: Apply for Private Coaching: www.rethinkhomeinteriors.com/privatecoachingapp Enroll in Staging Business School Accelerate Track: www.rethinkhomeinteriors.com/accelerate Join the Staging Business School Growth Track Waitlist: www.rethinkhomeinteriors.com/growth Follow the Staging Business School on Instagram: www.instagram.com/stagingbusinessschool Follow Lori on Instagram: www.instagram.com/rethinkhome Hutch Staging Website: hutchstaging.com Hutch Staging on Instagram: @hutchstaging If you want to learn how to market and grow your staging business, enrollment is open for Rethink You Accelerate. This is a year-long mentorship program, where I help you and other staging business owners plan, grow, flow, and thrive with the results that you've always wanted. The doors are open and I would love to see you in the classroom! ENJOY THE SHOW? Leave a 5-star review on Apple Podcasts so that more Staging CEOs find it. Follow over on Spotify, Stitcher, Amazon Music, or Audible.

YAP - Young and Profiting
Gary Brecka: Biohacking Secrets That Will Add Years to Your Life | Health and Wellness | YAPClassic

YAP - Young and Profiting

Play Episode Listen Later Mar 13, 2026 67:06


Biohacking expert Gary Brecka spent 22 years predicting people's deaths for life insurance companies. While analyzing millions of medical records, he discovered that many health problems stemmed from preventable nutrient deficiencies and poor oxygen management rather than genetics. Yet he was legally forbidden from warning the people behind the data. Frustrated by the system, he walked away from the industry and dedicated his life to helping people reclaim their health. In this episode, Gary shares powerful biohacking and wellness strategies to boost energy, improve brain health, and add years to your life through simple daily habits. In this episode, Hala and Gary will discuss:  (00:00) Introduction (02:12) Predicting Death in the Insurance Industry (07:06) Gary's Early Fascination with Human Biology (13:51) Hidden Nutrient Deficiencies Causing Illnesses (24:13) How Nutrient Deficiencies Affect Mental Health (34:50) How Oxygen Powers Health and Longevity (48:04) Hormone Balance and Energy Optimization (51:36) The Impact of Sugar on Metabolic Health (57:46) Why Physical Discomfort Slows Aging (1:01:18) Real Biohacking Health Transformation Stories Gary Brecka is a human biologist, biohacker, and co-founder of 10X Health System, a wellness company specializing in genetic testing and personalized supplementation. With over 20 years of experience in biohacking and functional medicine, he helps people optimize their health and performance. Gary also hosts The Ultimate Human podcast, where he interviews leading researchers and physicians on bio-optimization, longevity, and overall well-being. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned: Gary's Instagram:instagram.com/garybrecka Gary's Podcast, The Ultimate Human: bit.ly/TUH-apple  10X Health Gene Test: 10xhealthsystem.com Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Motivation, Manifestation, Life Balance, Self-Healing, Positivity, Happiness, Sleep, Diet

The Small Business Show
FridAI Business Blueprints and Skipping Permissions

The Small Business Show

Play Episode Listen Later Mar 13, 2026 20:29 Transcription Available


In this episode of Business Brain, we roll into Casual FridAI by unveiling a new concept: Business Blueprints built in beta. Instead of vague ideas, we focus on creating actionable frameworks entrepreneurs can actually use to launch, test, and refine real businesses. We talk through why shipping early matters, how beta thinking accelerates learning, and why inviting feedback from fellow entrepreneurs helps sharpen ideas faster. It's all about building practical tools that move us closer to running businesses that support our Charmed Life. We also explore how AI tools are changing the way entrepreneurs experiment and build. From pushing the boundaries of what's possible with tools like Claude to exploring platforms like Perplexity Computer, we discuss how sometimes the fastest path forward is learning when to skip unnecessary permissions and simply start testing. The takeaway: move fast, experiment often, and use emerging tools to prototype ideas before everyone else catches up. 00:00:00 Business Brain – The Entrepreneurs' Podcast #735 for Casual FridAI, March 13, 2026 March 13th: National Open an Umbrella Indoors Day 00:01:16 The Business of Birthing Beta Business Blueprints They need to be actionable! Do you want to beta test these? Sponsors 00:09:05 SPONSOR: Shopify – For anyone to sell anywhere, sign up for a one-dollar-per month trial period at Shopify.com/BusinessBrain and upgrade your selling today! 00:10:24 SPONSOR: Intuit QuickBooks Payroll is evolving beyond pay runs to support how you hire, onboard, manage, and retain your team. Learn more by visiting QuickBooks.com/workforce 00:11:46 Doug-You can Dangerously Skip Permissions in Claude if you want 00:15:47 Perplexity Computer 00:20:01 Business Brain 735 Outtro Tell Your Friends! Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post FridAI Business Blueprints and Skipping Permissions – Business Brain 735 appeared first on Business Brain - The Entrepreneurs' Podcast.

Start Up Podcast PH
PHSW2025 Kwentuhan #29: SugboDoc - Modern Healthcare Software for Clinics, Doctors, and Hospitals

Start Up Podcast PH

Play Episode Listen Later Mar 13, 2026 29:29


We had a kwentuhan with SugboDoc last Philippine Startup Week 2025!SugboDoc is simplifying patient registration, electronic medical records, and billing & payment for the healthcare industry through their modern digital healthcare system, now with 100+ partner clinics and hospitals!This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction01:02 Ano ang SugboDoc?24:40 How can listeners find more information?SUGBODOCWebsite: https://sugbodoc.comFacebook: https://facebook.com/sugbodocPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠⁠⁠Symph: ⁠⁠⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠⁠⁠Secuna: ⁠⁠⁠⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠MaroonStudios: ⁠⁠⁠⁠⁠⁠⁠https://maroonstudios.com⁠⁠⁠⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: ⁠⁠⁠⁠⁠⁠⁠https://www.arkotechspacesolutions.com⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠⁠Argum AI: ⁠⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

Entrepreneurs on Fire
Uncorking Success: Michael Browne's Journey from Circus to Wine Legend

Entrepreneurs on Fire

Play Episode Listen Later Mar 12, 2026 29:09


Michael Browne is the celebrated co-founder of Kosta Browne, creator of CIRQ and CHEV wines, renowned for connecting people through exceptional winemaking rooted in craftsmanship, innovation, and personal passion. Top 3 Value Bombs 1. There is no such thing as overnight success. Mastery is built through years of hard work, failure, and persistence. 2. Craftsmanship comes from learning by doing, making mistakes, and committing to constant improvement. 3. Strong businesses are built on concept, people, and capital; neglect one and the whole structure suffers. Visit the website to know more about Chev wines - Chev Wines Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Quo - The #1-rated business phone system on G2 with over 3,000 reviews! Try QUO for free PLUS get 20% off your first 6 months when you go to Quo.com/fire! Quo — no missed calls, no missed customers. QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. 50 - Join JLD on his free '50 days to something' video series on YouTube and create something special in 50 days!

Unofficial QuickBooks Accountants Podcast
Questions from the OWLS: Bank of Bob

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Mar 12, 2026 23:31


Alicia introduces a new segment called Questions from the OWLS, tackling one of the most common headaches in client bookkeeping: business expenses paid from personal funds. She walks through her "Bank of Bob" method, a dummy bank account in QuickBooks that captures the full detail of those transactions, and explains how to handle everything from owner equity cleanup to bartering arrangements.Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  SponsorsUNC - https://uqb.promo/unc

The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Is AI Driving the Need for Bookkeeping Standardization?

The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast

Play Episode Listen Later Mar 12, 2026 13:34 Transcription Available


Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! While AI may improve data entry, it still lacks the judgment required for tax code decisions, loan splits, fixed assets, and meaningful financial analysis.In this Season 8 opener, our resident Bookkeeping Mensch, Paul Rosenblum, explores how artificial intelligence is beginning to influence the bookkeeping profession. But the bigger issue is structural. Pricing for bookkeeping services varies wildly, certifications are inconsistent, and banks feed transaction data into accounting systems without standardized formatting. As AI becomes more integrated into tools like QuickBooks, these inconsistencies are becoming harder to ignore.If the role of the bookkeeper is shifting from data entry to review, explanation, and advisory work, then standards, accreditation, and clearer industry expectations may need to evolve alongside it. Do you agree or disagree? Let Paul know. Contact details are below. The last episode on bookkeeping industry regulations:https://pod.link/1688000860/episode/QnV6enNwcm91dC0xODcxMTY0NgSupport the show

HVAC Know It All Podcast
How HVAC Contractors Can Fix Bookkeeping and Understand Profit Before Going Broke - Ruth King

HVAC Know It All Podcast

Play Episode Listen Later Mar 11, 2026 20:23


In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes from WorkHero sit down with financial expert Ruth King, Founder and CEO of Financially Fit Business and CEO of Business Ventures Corporation. They talk about the importance of understanding your finances as a contractor, especially when you're starting to scale your business. Ruth King is a seasoned business advisor who specializes in helping contractors get their finances in order. With years of experience working with contractors, Ruth has invaluable insights on how to manage cash flow, profitability, and how to structure your books for long-term success.   Expect to Learn: - The key differences between accrual and cash basis accounting, and why accrual is critical for contractors. - How to set up clean books and the importance of having the right bookkeeper. - Why it's essential to separate service and install divisions on your P&L as you scale. - How to handle deferred income from maintenance contracts for proper financial reporting. - Tips for managing cash flow, avoiding the common "cash-flow trap" that many contractors face. - Why paying yourself a salary as an employee is a smarter choice than an owner's draw for growing your business. - Key financial ratios, like working capital, and how to use them to assess the health of your business.   Episode Breakdown with Timestamps 00:00  – Introduction 01:32 – First things Ruth looks for in a contractor's financials 03:22 – Clean books: What does it mean for a contractor? 04:22 – Evaluating a good bookkeeper 05:41 – Upfront billing for maintenance contracts 07:22 – Avoiding "trash in, trash out" in bookkeeping 08:44 – Integrating CRM with QuickBooks 10:19 – Departmentalizing your P&L 11:38 – Owner's draw vs. paying yourself a salary 12:48 – The importance of paying yourself as an employee 14:27 – Key numbers to track on your P&L 15:43 – How to calculate working capital 17:35 – Cash Flow vs. Profitability   This Episode is Kindly Sponsored by: PartsTown: https://www.partstown.com/hvac-parts   Follow our Guest Ruth King: LinkedIn: https://www.linkedin.com/in/ruthking1/ Ruth's Website: https://ruthkinghvac.com/ Company Website: https://financiallyfit.business/ Company LinkedIn: https://www.linkedin.com/company/financially-fit-business/ Company Facebook: https://www.facebook.com/people/Financially-Fit-Business/100090849001161/   Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/   Follow Furman Haynes: LinkedIn: https://www.linkedin.com/in/furmanhaynes/ WorkHero: https://www.linkedin.com/company/workherohvac/ Instagram: https://www.instagram.com/workhero__/   

The Small Business Show
Personality and the Slowest Common Denominator

The Small Business Show

Play Episode Listen Later Mar 11, 2026 24:11 Transcription Available


n this episode of Business Brain, we dig into a truth many entrepreneurs miss: selling starts long before the transaction. We explore how personality is one of the most powerful sales tools we have—whether we're selling beer at a baseball game, handmade goods at a craft fair, or podcast ads. Humor, scarcity, and helpful tips all trigger the law of reciprocity, building trust and momentum before the ask even happens. When we lean into authentic connection, selling stops feeling pushy and starts feeling natural—another step toward building our Charmed Life. We also break down the danger of operating at the slowest common denominator inside a business. Just like a band can only move as fast as its least prepared member, companies stall when systems, partners, or team members lag behind. We talk through how to recognize these friction points and raise the standard so the entire organization can move faster, smarter, and more profitably. 00:00:00 Business Brain – The Entrepreneurs' Podcast #734 for Wednesday Casual FridAI, March 11, 2026 00:01:04 March 11th: World Plumbing Day 00:02:37 Always be learning about selling! Selling isn't about the last part of the transaction, it's about the first. You need to have your personality in your business Selling beer at baseball games…with humor! Selling trinkets at a craft fair… with scarcity! Selling podcast ads… with a helpful tip about free music! The law of reciprocity Sponsors 00:11:14 SPONSOR: Shopify – For anyone to sell anywhere, sign up for a one-dollar-per month trial period at Shopify.com/BusinessBrain and upgrade your selling today! 00:12:34 SPONSOR: Intuit QuickBooks Payroll is evolving beyond pay runs to support how you hire, onboard, manage, and retain your team. Learn more by visiting QuickBooks.com/workforce 00:13:57 Bands and Businesses – Slowest Common Denominator How do you address this in your business? 00:23:43 Business Brain 734 Outtro Tell Your Friends! Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post Personality and the Slowest Common Denominator – Business Brain 734 appeared first on Business Brain - The Entrepreneurs' Podcast.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
381: Why Good Credit Matters And How It Shapes Your Future Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 11, 2026 14:31


Obtaining credit for a business is critical so that they can borrow additional funds if needed. Establishing and building business credit is essential for any business owner, whether they are looking to expand and grow their company with financing or even if they don't intend on utilizing any financing.  By establishing a good credit history with lenders, you can access the capital you need to finance your operations, purchase inventory and supplies, and expand your business. There are several things you can do to build strong business credit, but before you can establish any business credit, you need to make sure your business is structured properly. In today's podcast episode, I am outlining not only the very first step you need to take so that you can start building your credit profile but also a few other important steps you need to take to build credit for your business.  Establishing and building credit for your business is something you will build over time, and it doesn't matter if you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional good credit has many positive impacts for your business.  If you need to establish or build credit in your business, you'll want to implement these steps early in your business. Building credit for your business takes time, and the sooner you start, the more time you'll have to generate transactions that build your credit.  It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google document, this episode will provide steps for you to ensure your business is building business credit…  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Defenders of Business Value
EP 143: Women Entrepreneurs Breaking the Mold with Gabrielle Rubenstein

Defenders of Business Value

Play Episode Listen Later Mar 11, 2026 35:17


Many people think that once you buy a business, you're set for life. But the reality is, there's a lot of hard work that comes before you can reap the rewards. In this episode, Gabrielle Rubenstein takes us through her first year as an entrepreneur after acquiring Ace-Pak Products in 2024. From navigating the challenges of scaling to overcoming the growing pains that come with ownership, she shares the lessons learned, the surprises along the way, and how she's turned her acquisition into a thriving, growing business. Tune in for an honest conversation about the ups, downs, and everything in between in that crucial first year after buying a business.   In this episode, you will: Learn how to evaluate acquisition risk using worst-case scenario analysis Understand how SBA leverage can amplify returns and risk Discover why systems and clean financials drive business value   Highlights: (00:00) Meet Gabrielle Rubenstein (03:42) Women navigating entrepreneurship (10:59) Financial sensitivity and customer concentration (14:56) SBA leverage and return expectations (19:53) Moving from Sage to QuickBooks (23:37) Competing with industry giants (25:39) Credit apps and transition mistakes (28:08) Using advisors for smoother integration (29:27) Growth strategy and ideal customer profile (32:49) Systems, SOPs, and clean financials   Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/   Follow Gabrielle: https://www.linkedin.com/in/gabrielle-rubenstein/ Learn more about Ace-Pak Products: https://ace-pak.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

The Traveling Groomers Podcast
Tax Time Stress and Family Boundaries

The Traveling Groomers Podcast

Play Episode Listen Later Mar 11, 2026 61:49


Welcome aboard, fellow groomers and pet professionals! On this episode of the Traveling Groomers Podcast, Chris Anthony and Mary Oquendo dive deep into the not-so-glamorous but oh-so-important world of business taxes, work-life balance, and—yes—the realities of burnout in the grooming industry. As tax season looms, they share practical tips for keeping tax-time stress at bay, from using QuickBooks and the latest IRS resources to deciding when it's worth hiring an accountant. But it's not all numbers and paperwork! The conversation flows into the art of setting boundaries, both with challenging clients and within your own family—because maintaining your mental health is just as vital as running a well-oiled grooming business. Chris Anthony and Mary Oquendo share candid stories, gentle (and sometimes not-so-gentle) strategies for saying “no,” and a healthy dose of laughter about everything from family phone calls at odd hours to accidental cat-hair explosions. If you're feeling the pressure of busy season or just need reassurance that you're not alone in the chaos, this episode is packed with relatable wisdom, encouragement, and a few unexpected detours that will make you smile. So grab your travel mug, and join us as we navigate the journey of grooming, taxes, and self-care—because your sanity is just as important as your scissors!

Boutique Chat
#802: The Financial Foundations Every Retailer Needs to Get Right

Boutique Chat

Play Episode Listen Later Mar 10, 2026 52:56


Numbers do not have to be the part of business you avoid. Ashley is joined by Christyne Gray of She Profits Now, for a practical & helpful conversation on the money side of running a Boutique - bookkeeping, cash flow, inventory planning, and tax preparation for boutique owners. They unpack the financial basics every retailer needs to understand, from setting up the right bank accounts and using QuickBooks effectively to protecting inventory dollars, planning for taxes year-round, and avoiding common mistakes with debt and discounting. If you've ever felt overwhelmed by the money side of your business, this episode will help you feel more confident, prepared, and in control. You'll learn: Why boutique owners often fear numbers — how to make financials simple and empowering The basic bookkeeping systems every boutique should have How to protect your cash flow with smarter inventory and spending guardrails Why debt like Shopify Capital can quietly destroy a retail business How to prepare for taxes year-round and avoid the most common tax mistakes Join The Boutique Hub Make sure to save the date

The Conscious Edge Podcast: Redefining Wealth as a Whole Human Experience
Do I Really Need QuickBooks? Accounting Software, Bookkeeper Red Flags, and the Real Cost of DIY Finances EP 97

The Conscious Edge Podcast: Redefining Wealth as a Whole Human Experience

Play Episode Listen Later Mar 10, 2026 34:08


If you're still doing your own books — or handing them off and never looking at them again — this Monthly Money Talk with Zen Jenn will change how you think about what your finances are really costing you. ❓Have a question for Monthly Money Talks? Send your question to me in a DM on Instagram → @aleciastg.  Your question may be featured in an upcoming episode with Zen Jenn. Get full show notes at www.consciousedge.com/ep097 Ready to get connected to your business finances? Book a Capacity Assessment Call at consciousedge.com/capacity Alecia sits down with fractional CFO and financial strategist Jenn Baas for March's Monthly Money Talk.  This month, they're digging into something that comes up all the time with women entrepreneurs: accounting software. Not the fun part of running a business, but one of the most important. They talk through QuickBooks vs. spreadsheets, what to look for in a bookkeeper, and what it really means to be connected to your numbers. Because staying disconnected isn't just inconvenient, it's draining your energy and limiting your growth.

Start Up Podcast PH
PHSW2025 Kwentuhan #28: JuanderGo - AI-Powered Hyperlocalized One-Stop Travel Platform

Start Up Podcast PH

Play Episode Listen Later Mar 10, 2026 27:02


We had a kwentuhan with JuanderGo last Philippine Startup Week 2025!Discover the Philippines like never before with JuanderGO, an AI-powered, hyperlocalized one-stop travel platform that makes trip planning effortless. Travel smarter. Support local. Let's GO with JuanderGO!This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction01:06 Ano ang JuanderGo?23:06 How can listeners find more information?JUANDERGOWebsite: https://juandergo.comFacebook: https://facebook.com/juandergophPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠⁠Symph: ⁠⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠⁠Secuna: ⁠⁠⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠MaroonStudios: ⁠⁠⁠⁠⁠⁠https://maroonstudios.com⁠⁠⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: ⁠⁠⁠⁠⁠⁠https://www.arkotechspacesolutions.com⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠⁠Argum AI: ⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

YAP - Young and Profiting
Dr. Amy Shah: Fix Your Hormone Health and Stay Energized While Building a Business | Health and Wellness | E389

YAP - Young and Profiting

Play Episode Listen Later Mar 9, 2026 61:46


Despite being a highly trained health and wellness expert, Dr. Amy Shah struggled with burnout, brain fog, hormonal imbalance, and low energy. Shockingly, traditional medicine offered no real answers. Determined to find solutions, she began rebuilding her health through science-backed nutrition and lifestyle changes. The results were so profound that she stepped away from her clinical practice after more than 15 years to share what truly works in her new book, Hormone Havoc. In this episode, Dr. Amy reveals practical wellness strategies to balance hormones, restore energy, and optimize physical and mental health, so entrepreneurs can perform at their best. In this episode, Hala and Dr. Amy will discuss: (00:00) Introduction (02:29) Dr. Amy's Burnout to Wellness Journey (07:46) Hunger vs. Cravings Explained (15:32) How Gut Health Powers Your Energy (19:41) What Is Cortisol and Why Does It Matter? (24:22) Reducing Inflammation and Environmental Toxins (28:44) The 30-30-3 Framework for Optimal Health (32:49) Ranking the Best Energy-Boosting Habits (39:35) Building a Wellness Brand on Social Media (49:55) Finding Your Path Through Better Health Dr. Amy is a double board-certified physician and nutritionist specializing in the gut-brain connection, women's health, nutrition, and fitness medicine. Trained at Harvard, Columbia, and Cornell, she has become one of the most trusted voices in modern wellness, with nearly two million Instagram followers. Dr. Amy is also a bestselling author, and her latest book, Hormone Havoc, is a practical guide to helping people regain control of their hormones, physical health, and mental well-being. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned: Dr. Amy's Website: amymdwellness.com Dr. Amy's Instagram: instagram.com/dramyshah Dr. Amy's Book, Hormone Havoc: bit.ly/HormoneHavoc  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Biohacking, Motivation, Manifestation, Brain Health, Life Balance, Self-Healing, Positivity, Happiness, Sleep, Diet

Entrepreneurs on Fire
No More Excuses - It's Time to Find Your Way Forward with Brett K. Oubre: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Mar 8, 2026 24:24


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Brett K. Oubre survived a brain tumor, plane crash, and debt to become a CEO, owner-operator of six top-performing dealerships, and creator of 300 jobs. Top 3 Value Bombs 1. Your biggest failure can be just before your biggest success. 2. You will learn a lot by evaluating your failure. 3. No matter how bad your situation is, there is always a way forward. Check out Brett's website! You can always find a way forward - BrettOubre.com Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. 50 - Join JLD on his free '50 days to something' video series on YouTube and create something special in 50 days! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.  

YAP - Young and Profiting
Dave Ramsey: The 5 Stages Every Business Must Master to Scale | Entrepreneurship | YAPClassic

YAP - Young and Profiting

Play Episode Listen Later Mar 6, 2026 58:22


After his real estate business collapsed, Dave Ramsey was left with $3 million in debt and six months to repay it. He sold everything he owned and rebuilt from scratch, scaling a small radio program into one of the most-listened-to shows. With over three decades of experience in entrepreneurship, finance, and leadership, he knows what it takes to build a business that lasts. In this episode, Dave breaks down the six drivers of long-term business growth, the five key stages of startup success, and how he balances life as a creator-entrepreneur. In this episode, Hala and Dave will discuss:  (00:00) Introduction (01:27) The Core Principles of Financial Freedom (07:54) Adapting to Change as a Content Creator (11:24) Balancing Content Creation and Entrepreneurship (14:44) Creating a Clear Path in Business  (17:24) The Truth About Starting a Business Today (20:29) The Six Drivers of Business Success (31:51) The Five Stages of Business Growth (43:10) Identifying the Right Leadership Skills Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. He is the host of The Ramsey Show with over 18 million listeners each week. Dave is the author of multiple bestselling books, including Build a Business You Love, which helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned:  Dave's Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove  Dave's Website: ramseysolutions.com YAP E388 with Dave Ramsey: youngandprofiting.co/E388  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.

Entrepreneurs on Fire
The Fatal Flaw Women Make When They Leave Corporate for Entrepreneurship with Teresa Vozza: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Mar 6, 2026 20:47


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Teresa Vozza is a leadership expert, certified executive coach, and NLP trainer who left corporate in 2022 to build a thriving, purpose-driven business. Top 3 Value Bombs 1. Women no longer just want a seat at the table. They want to go beyond it. 2. Being comes before doing. 3. To build your business, focus on what to do before how to do it. Unlock Your Leadership Edge. Check out Teresa's website - Crucible Leader Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. NetSuite - If your revenues are at least in the seven figures, get our free business guide, Demystifying AI, at NetSuite.com/fire! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

The Small Business Show
FridAI Manus and Claude

The Small Business Show

Play Episode Listen Later Mar 6, 2026 27:08 Transcription Available


In this episode of Business Brain, we explore how AI tools like Manus and Claude are changing the way entrepreneurs run their businesses. We talk about building your own financial dashboards, automating marketing tasks like Facebook ads, and finally unlocking the power of Claude Code to streamline development and decision-making. Instead of just talking about AI, we focus on practical ways we can put these tools to work right now to move faster and smarter. We also tackle the AI Fear Loop and why every major technology shift feels disruptive at first. The jobs that disappear are easy to see, but the opportunities created by new tools are still invisible because they haven't been invented yet. In this episode of Business Brain, we remind ourselves that leaning into experimentation with AI is how we stay ahead and keep building toward our own Charmed Life. 00:00:00 Business Brain – The Entrepreneurs' Podcast #733 for Casual FridAI, March 6, 2026 March 6th: Day of The Dude 00:01:43 Generating your own financial dashboard Manus to the rescue Manus can run your Facebook ads 00:07:14 Stuck in the AI Fear Loop? Every major technology shift follows the same pattern: the jobs it kills are visible, the jobs it creates are invisible because they don't exist yet. Sponsors 00:10:27 SPONSOR: Tempo – Tempo delivers perfectly-portion meals to your door, each is ready in just 2 minutes. For a limited time, Tempo is offering Business Brain listeners SIXTY PERCENT OFF your first box at TempoMeals.com/brain 00:12:20 SPONSOR: Intuit QuickBooks Payroll – Leave the chaos behind and start the new year off right with QuickBooks Payroll. Learn more by visiting QuickBooks.com/payroll 00:13:31 Finally Leveraging Claude Code 00:26:35 Business Brain 733 Outtro Tell Your Friends! Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post FridAI Manus and Claude – Business Brain 733 appeared first on Business Brain - The Entrepreneurs' Podcast.

Start Up Podcast PH
PHSW2025 Kwentuhan #27: Telerad.ph - Online Radiology Services Platform

Start Up Podcast PH

Play Episode Listen Later Mar 6, 2026 23:02


We had a kwentuhan with Telerad.ph last Philippine Startup Week 2025!Telerad.ph is a digital platform enabling online radiology services to augment capacity of far-flung hospitals.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction02:02 Ano ang Telerad.ph?20:08 How can listeners find more information?TELERAD.PHWebsite: https://telerad.phPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠Symph: ⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠Secuna: ⁠⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠MaroonStudios: ⁠⁠⁠⁠⁠https://maroonstudios.com⁠⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: ⁠⁠⁠⁠⁠https://www.arkotechspacesolutions.com⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠Argum AI: ⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠

Storytime
r/scams HOW A SCAM LED TO ME BEING SUED IN COURT?! - Reddit Stories

Storytime

Play Episode Listen Later Mar 6, 2026 34:38


Reddit rSlash Storytime r scams where [US] Scammer calling “welfare check” on victim [US] (UPDATE) Scammer given up on swatting, now ordering retaliatory pizzas Man pounding on our door looking for a package- scam help? [DE]Got hacked in the dumbest way as an IT guy US-We were scammed after calling QuickBooks support – $95,000 gone and we're desperate Mercari allowed a buyer to scam me for $400. Here's how their broken system works: [US] My boyfriend apparently bought a $4600 sound system for $250 today Attempted Zelle scam months ago - now being sued in civil court (VA) by the scammer Employee robbed in Rome with weird lawyer follow up Hosted on Acast. See acast.com/privacy for more information.

Dentists Who Invest
Here Is Everything Dentists Need To Know About Making Tax Digital with David Hossein [CPD Available]

Dentists Who Invest

Play Episode Listen Later Mar 6, 2026 38:37 Transcription Available


UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club———————————————————————The clock is ticking on Making Tax Digital, and we're cutting through the noise with a straight-talking guide tailored for UK dentists. If you earn self-employment income as an associate or rental income from buy‑to‑lets, this is the moment to get clear on thresholds, timelines, and the smartest way to stay compliant without drowning in admin.We unpack the real meaning of “relevant income” and why HMRC looks at gross receipts, not profits, when deciding who must file quarterly. You'll learn exactly who is in scope right now at £50,000, why PAYE and dividends don't count for MTD for income tax, and how planned drops to £30,000 and £20,000 will bring many more clinicians into the regime. We also cover the penalty system you need to avoid: an initial grace year for late submissions, points that stack to a £200 fine, and a 24‑month compliance runway to reset. Most crucially, we explain the three‑year lock-in once you're on the system and how that affects timing if you're considering incorporation.From there, we move to tools and tactics. Prefer minimal effort? Ask your accountant about bridging software so you can send simple spreadsheets or bank statements each quarter and let them handle the submission. Want more control and real-time insight? We compare software options like FreeAgent, Sage, Xero and QuickBooks, highlighting free tiers, bank feeds, common setup pitfalls, and how live data can help you steer clear of the 60 percent effective rate band with timely pension and expense planning. We set out the dates that matter: Q1 runs 6 April to 5 July, with the first update due 7 August, and why registering before 5 April buys breathing space and avoids easy points.We finish with a practical checklist you can act on today: register for MTD or ask your accountant to do it, choose between full bookkeeping or a bridging route, and schedule your July data handover so the first submission lands on time. It's a clear, calm path through a complex change, built for busy clinicians who value certainty and time.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send a text

Dental A Team w/ Kiera Dent and Dr. Mark Costes
Tax Day Is Coming! How Can You Keep More of What You Make?

Dental A Team w/ Kiera Dent and Dr. Mark Costes

Play Episode Listen Later Mar 5, 2026 42:08


Kiera is joined by Derick Van Ness of Big Life Financial to talk about taxes, and how to handle them beyond simply thinking of them as a necessary evil. The pair discuss knowing your numbers, utilizing tax credits, the magic touch of a CPA, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team Listeners, this is Kiera. And today I am super excited. This is one of our top favorite guests that has been on the podcast. We're bringing him back on because there are some new updates and our clients love him. I love him. He is incredible. Derick Van Ness, he is with Big Life Financial. And you might have heard him on the podcast before talking about R &D credits, tax saving ideas, CPA.   This man does a lot of your wealth and how to build and keep your wealth. So I always love our conversations and just like his good information. Plus, if I remember right, he might know Garrett Gunderson. So obviously I've been a fangirl since day one. Derick, welcome back to the show. How are you today?   Derick Van Ness (00:42) Well, I'm doing great and really happy to be here with you, Kiera. I'm not Garrett Gunderson because he is taller and better looking, but I'm a good second place.   The Dental A Team (00:48) Ha ha ha!   I think that you're great. The fact that you know Garrett Gunderson, that already just has elevated you. I mean, I think it was one of our first conversations we ever had. And I was like, have you ever read like Killing Sacred Cows? And you're like, I actually know Garrett Gunderson. I was like, what? Fangirling. So ⁓ anyway, Derick, for those who have not met you, haven't heard your episode, because we do have new listeners to the podcast. Just kind of give them a little intro of who is Derick Bennis? What is Big Life Financial? And give the listeners a little intro to who you are.   Derick Van Ness (01:20) Okay, well outside of being ⁓ in love with my wife, in love with art and in love with racing sailboats, what I do professionally is I help ⁓ doctors and dentists to be smarter with their money. So what does that mean? That means how do you, not so much to make it, I mean we do help people scale, but once you make the money, which is something a lot of dentists are good at, how do you keep it through tax savings? How do you grow it and how do you protect it, right?   And today we're going to talk a little bit about how do you keep more what you make? Because honestly, for dentists, even though taxes seem boring when you don't have to write that $50,000 or $100,000 or $200,000 check, it gets a lot cooler. If you would have told me I'd be a tax and financial guy when I was a kid, I probably would have just taken an early exit somewhere and jumped off a bridge. But I really see money in what we do as a lifestyle business. It's not about money.   The Dental A Team (02:01) Yeah.   Derick Van Ness (02:17) If you have enough, then money is what it is. When you don't have enough, it's a problem. And I just find for a lot of people, it's the reason or excuse that they constrain themselves. They don't spend time with family. They don't think do things that they want to do. They don't have the experiences that are going to change their life. So when we can get money out of the way, then you can live your big life, which is why the company's big life financial, because it doesn't matter if you have more or less money. The question is, what's the life you're living? What's your quality of life?   And so taxes are a big piece of that. Obviously we can't talk about everything on a podcast like this, because you'd be buried under a ton of bricks. But that's what I do is I try to make this stuff easy. I try to make it fun. And I want you to realize that the whole point of all this money stuff is so that you can live a life you want to   The Dental A Team (02:55) You   Which Derick, that's why we have connected. You have met my husband. have had personal conversations outside of the podcast because I very much align and subscribe to this lifestyle and this mode of thinking. I believe that practices should work for us and us not work for our practices. I believe that we became business owners to have these big lives and these, audacious dreams. And yet I feel so many people live below their, their potential. They are trapped. They are.   Derick Van Ness (03:33) Mm-hmm.   The Dental A Team (03:34) It's crazy. I ⁓ had a client and she actually made so much money last year, which was amazing because the year before she was like, Kiera, I want to make more. So I was like, great, we're going after profit and production like blinders on. Don't talk to me about anything else. And she had like a crazy year and she's like, great. Now I have this huge check. I've got to write in taxes. And I was like, not my problem. Like you need better CPA help on that, but glad we made you the money. But I bring that up because one, it was a huge win for a client, but two,   Derick Van Ness (03:52) I don't know.   Yep.   The Dental A Team (04:02) I think that people being able to keep the money that they make, hold on to more money that they make. Like I love that we live in America and it's a free country and that we get to pay taxes. Like I'm so freaking grateful for that. With that said, I do not want to pay one penny more than I need to. And I want to maintain and keep as much as I possibly can to live the life I want and to not feel the guilt of being a successful business owner and to do the fun things that I always imagined and dreamed of doing without the guilt of doing it. And I think so many people are so scared of.   Derick Van Ness (04:11) Yep.   The Dental A Team (04:32) being financially free, they're scared to spend money. They get hit with tax burdens left and right. I can't tell you how many dentists that I hear at the end of their career and they've had great careers, but they have no financial stability. like, Derick, this is the stuff that stresses me out and keeps me up at night and which is why you're on the podcast because I want people to be smarter. want them to be more educated and I want them to live happier lives. So let's walk through like R and D credits and CPA and like how people can live a more enriched   Derick Van Ness (04:33) Mm-hmm.   Yep.   The Dental A Team (05:02) big life today rather than waiting. I think it's just a fun topic to talk about. I'm intrigued, so let's talk about it.   Derick Van Ness (05:07) Yeah   Well, let's do. mean, we can start generally with taxes and then we can kind of move into the credits piece because it is like a it's just a small very segmented piece of what you do with your taxes. overall, the biggest thing I see is most people see taxes as like a necessary evil. This is the thing I have to deal with. When people see something as a necessary evil, what do they do? They do the minimum. Right. And what that really turns into is   You're not talking with your CPA. You're not coordinating with them. You're not being proactive. At the end of the year, you just want to do the least. So you just hand them all your stuff. I realize people don't come in boxes anymore. Now it's like, here's my QuickBooks password. Or I add you to my account. ⁓ And then they tell you how much you owe. But if you ran your business that way, if you just didn't look at anything all year, and at the end of the year, you're like, I wonder how we did. Wouldn't go so well if you didn't talk to your team about anything. What's that?   The Dental A Team (06:01) People do that though, Derick. They do it all the   time. This is not abnormal. They do it all the time. They're like, my gosh, I owe how much? my gosh, we didn't hit goal. And I'm like, ⁓ let's at least look at our numbers. Like that's step one. Step two, let's talk to our team. You're not wrong. I'm just shocked at how many people do this in real life. And I'm like, hey, there's a different way of living. like, maybe let's take that path. Just try it out. It's like t-shirt. Try that one on. It might feel better than your current oversized, like two baggy of clothes that don't fit. And then you're angry.   Derick Van Ness (06:11) I know.   The Dental A Team (06:30) the time. anyway go on didn't mean to interrupt the rant.   Derick Van Ness (06:32) What if I'm gonna be   a Gen Z VSCO girl? I I want the Oversight T-shirt and the angst.   The Dental A Team (06:36) Well, as I said it, as I   said it, I was like, well, that's like the current style. Like what's uncomfortable clothing? Maybe it's like the wool scratchy. I just came back from Iceland and I'll tell you what, I didn't buy a single shirt there. I was like, that is gonna scratch me. I know it's warm, but I'm not wearing that for the rest of time. Like there are softer clothes in this world that are equally as warm. Like I'll choose that. So that maybe you're wearing a wool scratchy sweater. Cause you never look at your numbers. You're always irritable. You're always angry.   Maybe you might get the oversized hoodie that's way more comfy. Maybe that's the better analogy for today.   Derick Van Ness (07:07) Well, and so you help them look at their numbers, right? What's your P &L? What are your KPIs? There are tax numbers too, right? Like I'm usually meeting with clients in September-ish to say, OK, how much have you made so far this year? What does that put us on track for December 31st? And then we have November, I'm sorry, September, October, November, December to do things to get that number at the end where you want it to be. I'm not talking about go out and spend $1.   to save $0.40, right? People do that. Oh, go buy a car. If you don't need a car, that's just a waste of money. I literally had someone who's like, should I just buy a G-Wagon? I'm like, only if you were going to buy a G-Wagon anyway. They want the tax break, but.   The Dental A Team (07:45) I mean, I asked that question too.   I mean, I do. I do ask it as well, but it's unnecessary. You're right. Like, so I can repel you you're not going to do it. Don't just because you get the tax benefit. You just have to pay the money. So, but I do ask because I want to know, just tell me I can buy the boat, Derick.   Derick Van Ness (07:58) Yeah.   Well, boats are totally different. They're way more fun, but they're also way more expensive to maintain. So I love boats. I absolutely do. But they are not cheap, right? As the saying goes, break out another 1,000. That's what boat stands for. Just go to the ocean and throw $1,000 in it every month. That's what owning a boat's like if you don't use it.   The Dental A Team (08:05) They are not. I know.   gosh, I've never heard that.   That's hilarious.   That's hilarious. I've heard like the best day and worst day of owning a boat is the day you buy it and the day you sell it. Like that's the only best days. I have a boat. I do love the boat. It is an older boat. things I'm not... Maybe mine's like break out a 10 because we've got a much older boat. But like, know, when we upgrade then we'll be in the thousand realm. ⁓   Derick Van Ness (08:28) So.   Yep.   Yeah.   Yes, yes. So boats are great. Not usually the best tax strategy. But the big thing here is when you sail a boat or when you drive a car, I heard this the other day and I thought it was perfect. It's like when you drive a car, what's bigger, the windshield or the rear view mirror? Most people are doing taxes in the rear view mirror. That is not about your expansive future. That's about recording your past, right? And so if you just did business planning one year at a time,   Like you wouldn't ever buy the building. You wouldn't ever invest in the equipment. You wouldn't ever invest in the education, right? It's the same thing for taxes. It is part of a cohesive and ongoing plan. ⁓ so when you want to plan that, we have to look into the future. And so looking into the future allows you to control your income, control your expenses. But you have to know your numbers to your point, right? Like if you don't understand a P &L,   It's really hard to do tax work because we don't know what your income is. And I have some clients who come in that way. And I have to really get them to understand that if you don't have good books, you don't have good data, it's like trying to do dentistry without a diagnostic. You just go in and start drilling teeth to see what's happening. No, you wouldn't do dentistry that way. Don't do that way with your taxes either. should I just buy this and I'll just buy that and randomly and I help those work out?   Your P &L is really like your diagnostic, right? Both on the income side, but also that's related to taxes. And so I think the big thing for people is think of taxes as an additional income stream. If you do this right, you can keep, like a lot of dentists pay 40 % or more in taxes, right? So if we can cut that from 40 down to 20 to 25 % on average, that's 15 % straight to your bottom line.   And it probably takes an average of two hours a month at most, which is pretty good, right? Like if you could add a new service into your business, no employees, no marketing, no overhead, two hours a month, but profits went up by 15%, would you take it? Most dentists would say, yeah, that six figures is pretty good.   The Dental A Team (10:53) As long as I'm not going to jail, Derick,   I don't want to go to jail. That's my only line. Like, how is this legal? Because so many people talk about tax strategy and my line is I'm willing to live in the gray, I'm just not willing to go to jail. So how do you go from 40 to 20 that's legal and ethical?   Derick Van Ness (11:01) you   Yeah, we don't want to go to jail.   Yeah, so there's two things. There are lots of little things. So research and development credits, which we'll get to in a minute, is one of those things. It's not little. I would call it a medium thing. For a lot of dentists, it's worth between $10, depending on the size of your clinic, $10,000 $50,000 a year. So it's sizable. And then there's all the pay your kids, cost segregation, salary and dividends, all that kind of stuff. And those things stack up. If you pay your kids right, then that can save you   The Dental A Team (11:21) I agree, I would too.   Mm-hmm.   Derick Van Ness (11:40) 10, 15 grand if you're in a state where you can pay your state taxes and have a federal write-off that might save you 10, 15, 20 thousand dollars a year. Taking a salary, the proper salary versus dividends that might save you another 10 or 15 thousand. So these things start to stack up but when you're in that 500,000 plus tax bracket there are things like and I can't totally get into details because this is stuff for accredited investors and I don't know who the listeners are and all that but there are   Investments you can make that have big tax breaks, right? And that could be everything from energy types of things to short-term rentals, different types of real estate. There's a lot of different stuff, right? So that sort of depends on what's the life you want to build and aligning that. ⁓ There are lots of charitable and donation type strategies where you can create some really big tax breaks. There's entity structuring, ⁓ where you take your income and how you take your income matters.   So you can really layer all of this stuff and make huge chunks, take huge chunks out of your business. The bigger you are, the bigger you can do with these things. And honestly, once you get over a million plus in income, then there's another layer of stuff you can do. It's just a lot of times the setup costs, you have to have enough tax burden to make it worth it. But there's some really neat stuff out there. And some of the stuff with the big, beautiful bill. ⁓   bringing back bonus depreciation. There's some really neat things where, oh, if you do a solar thing, you can get some credits, but then you can also get all the depreciation in the first year. And so you put in $100,000 into this type of investment. You may not make a lot of money, but you might get $150,000, $175,000, $200,000 worth of write-offs on your taxes. And when I say write-offs, mean dollars you don't pay, like true credit dollar for dollar. That could be huge, right? Things like that.   The Dental A Team (13:10) Yes.   Right.   Derick Van Ness (13:38) that a lot of people are just unaware of. And don't take that as an investment advice. I'm just telling you about things that exist in the world that may or may not be for you. Check with your financial professional. But yeah, you start stacking all these things up and you go from, I wrote $150,000 check to, I wrote a $60,000 check. And then what I like to do is help people take that 90 grand you would have given to the government. And now let's add that to what you would already save. And for a lot of people, that's   The Dental A Team (13:47) That's amazing.   Derick Van Ness (14:07) a lot more than they were already saving. So we more than doubled their savings rate. And the fastest thing you can do to build wealth is just get more money into the equation. So that's really it is we're trying to create money that you can then put to work for you outside your business. Because what nobody ever tells you is, even if you're an amazing dentist and you make all this money and you sell your practice for top dollar, and you get all that money, you become a professional investor.   The Dental A Team (14:27) you   Derick Van Ness (14:36) And if you don't have any investment skills, if you don't know how to put that money to work, if you don't know how to protect it, you're just a lamb to the slaughter. You know, everybody shows up, they got an idea. Your brother-in-law wants to start a coffee shop or a brewery. Your neighbor has the next best tech app. And all of a sudden, all this money just starts disappearing because you're not seasoned. So one of the things we like to do is get people doing these types of investments, learning, getting a skill set around it so that when you do get that big   big shot when you sell your business or you have those huge tax or those huge years and you don't pay all the taxes, you know what to do with the money. Because that's a whole different skill set than running a dental clinic.   The Dental A Team (15:17) I don't disagree. And that's why Derick, I love having you on here. And I think your comment of the goal is to get more money to put into the equation. What are the things like, I have 90 grand or I have 150. What are some of those investments that, again, realize that we're being generic and there's a reason you have to be generic is because there are rules that financial planners, advisors, CPAs have to abide by. in general terms, Derick, what are some of the ways that   Derick Van Ness (15:25) Mm-hmm.   The Dental A Team (15:45) you found to generate higher levels of wealth? We're putting more money into the equation, but what's the equation that's going to get it? And again, I know this is very, I would say like vanilla. We're just talking very much basic.   Derick Van Ness (15:56) Yeah, yeah, I'll just   give you the principles, right? The philosophy behind it. One of the things is we always, all of our lives we've heard diversify your assets. Diversify, diversify, diversify.   The Dental A Team (16:06) all weather portfolio, Ray Dalio, right? Like you got to get it everything, have it all. What is it like? think eight uncorrelated assets or something like that is what it should be. Anyway, there you go. Okay.   Derick Van Ness (16:09) Yep.   8 to 16 non-correlated asset   classes. Yep. And the idea here is this. It used to be that you could put your money in the stock market. And each individual stock did its thing based on what its performance was. Since the late 90s, early 2000s, everything's kind of gotten grouped together. Almost everybody just buys the S &P 500 or just buys index funds, which is basically the whole market.   And so if you look at the top five stocks, which are usually the Google, Apple, Tesla, Nvidia, depending on one or two others, ⁓ whatever they're doing is usually what the market's doing, right? It all has a tendency to ebb and flow together because it's all been chunked together. So I don't see those all as different asset classes anymore. How I personally invest, I'm not saying you need to buy into my ideas, but so you can have money there. But then I do think you want to have money in other things.   that maybe aren't tied to the stock market. Maybe you've got some oil and gas. Maybe you've got some farming communities in Central America. Maybe you've got someone who's doing senior living homes, someone who's developing all these empty office buildings. And they're all tied to different things. So that way, if the stock market takes a dump and goes down, that's not all your portfolio. Maybe it's 15 or 20%.   if real estate takes a hit. Yeah, your real estate takes a hit, but maybe something else does well. Having things in your portfolio that if some of them struggle during inflation, some of them do well during inflation, right? Things like gold that holds its value. And so the idea is to be able to put your money to work in a way where it's in a bunch of different buckets that aren't all tied to the same thing. And what that really creates is stability, right? And why that's so important is when you're growing your money,   The Dental A Team (17:46) Mm-hmm.   Derick Van Ness (18:09) You can have the ups and downs a little bit, but when you go to start pulling money out, the volatility, the ups and downs are what really kill your ability to pull money out, because you have to always protect against the downside. And it's why if you look at the market historically, it'll go up, depending on who you ask, 6 to 8%. But when you're pulling money out of the stock market in retirement, the numbers say sustainably over the long term, you can only pull 3 to 4%. Why is that? You would think, ⁓ I can pull.   The Dental A Team (18:21) Mm-hmm.   Right.   Derick Van Ness (18:38) six to eight, but it's three to four because of the volatility. If you are counting on that, it crashes that year and you sell. Then when the market recovers, you have less money to recover with. And over time that stacks up. So the idea there is to work with someone who has the ability to put you into different asset classes, help educate you. This also gives you a chance to try different things. So you can start to get that seasoning we were talking about and learn how money really works because   The Dental A Team (18:43) Right.   Derick Van Ness (19:09) You know, money, health and relationships are the three things that really dictate the quality of your life. And it's funny, we don't spend a lot of time in them in school, right? And so, ⁓ so it's something you have to learn, just like if you don't learn how to take care of your health, you suffer. If you don't learn how to have good relationships, you suffer. And money is another thing. All of those you can get help with, but at the end of the day, you have to be able to be competent enough.   to get the results you want. And money is just one of those things.   The Dental A Team (19:40) Yeah. No, Derick, that's a, think it's such a good way to look at it. And I will say, I was very much a baby investor and I think I still would qualify myself as pretty naive. But it is, they say like, I don't know, what is it? The eighth wonder of the world is compound interest. And it's crazy because when you start out and you just get started on your investments, it feels like this is stupid. At least I have, I've so told many financial advisors, feel like they like,   Derick Van Ness (20:04) Mm.   The Dental A Team (20:07) money monster. So it's like the cookie monster. Like I give my money to you. I never can get it back. I have no clue how to access this money. And then you start to see it and you're like, wow, that started to compound and this started to become different. And we had our first year with it. We didn't have to write such a large check to the IRS and done legally and ethically. And I was like, wow, this is a very different world that I'm living in than I have been. And it wasn't as hard as I thought. And so I, like you said, I do feel like you're   Derick Van Ness (20:11) Yeah.   The Dental A Team (20:33) comfort level and they do say that women tend to be better investors than men because women, we just put money in, we give it to you. We're like, here you go. We don't ever like go check it and watch the stocks. Stocks. Whereas men are like, cons I'm like looking at those stocks, like my husband checks it like 10 times a day. And I'm like, just don't even look at it. Like I don't even, it's the cookie monster, the money monster. You take the money. I know you haven't like taken it. People get angry with me. They're like, Kiera, we can't legally take your money. And I'm like, no, but I just have no clue how to access it. They're like you email. And I'm like, I know.   Derick Van Ness (20:44) Right.   Yep. In your brain, right?   The Dental A Team (21:02) but it like stocks and then I got to pay taxes and I don't understand any of it. But I will say, I think it's like PNLs, the language of money, the language of investing. It's a skill that you are learning. And I do agree, the younger you can learn this, the more time you have to recover if you make mistakes and versus having to be perfect later on in life. So I really very much subscribe to your model of thinking. And I love that. I love that you've talked about taxes, how to save, how to get it into   Derick Van Ness (21:11) Mm-hmm.   The Dental A Team (21:31) Again, I remember I sat in a Tony Robbins wealth mastery thing. Ray Dalio was in the room. had no clue who half like Paul Tudor Jones. I think that's his name. Like so freaking smart. I had no clue who these people were. And like here you've got like five billionaires sitting in the room with us. And I was like, I had no clue. And they start talking about this stuff. And I feel like an idiot, but I will say it's an idiot that I love to be because the more I learn about the more I'm involved in it, the more you expose yourself, the more you learn how it works.   Derick Van Ness (21:38) John Paul Tudor, yeah.   Yeah, I remember.   The Dental A Team (22:00) And I think like what you're saying, Derick, I just hope people talk to your financial advisors, get your uncorrelated assets, start building that portfolio because time, like they say, you only have so much time and the best time to plant a tree was like a hundred years ago. The next best time is today. And I just, I don't want to be that person when it comes to my portfolio where I wish I would have started. All of us will wish we started sooner, but I am grateful that we started as young as we were and are building it the way we have versus   Derick Van Ness (22:23) Yes.   The Dental A Team (22:28) waiting until like, and I don't care if you haven't started then start today. If you've been doing it, figure out how you can do more. ⁓ But I think Derick, I have a question of, I always live in scarcity. So what do you tell a client like myself where I'm always afraid that I'm going to run out of money. I don't know where it comes from. It doesn't matter how much I have. I have acorns upon acorns upon acorns. I swear like you've probably can find money in my couch. I'm not that bad. I don't have it in the couch, but like,   Derick Van Ness (22:32) Yep.   The Dental A Team (22:54) How do you get to a level where you feel comfortable spending money rather than just always saving for retirement and not living today? What's the balance of that?   Derick Van Ness (23:03) Yeah, so what I've discovered working with over 2,500 people on all of this, Kiera, is like money problems don't like quote unquote go away. They just change. In the beginning, it's like, how do I make money? I don't have enough money. How do I manage the car payment or whatever? Then you make a little bit more and you're like, okay, now I'm past survival. Like, how do I start to grow? Right? So you invest in yourself, your business, your education, whatever. Then you start to grow some more.   Then you start saying, okay, now I'm growing and I'm making money and I'm living a decent life, but how do I build for the future? So it's not just the now, then it's the future, right? And then what happens is you definitely get to a point, at least I've seen this for myself and a lot of clients is you start to make a good amount of money and the problem becomes how do I make sure that this doesn't ever go away?   Right? Like now I'm living this really good life and I can travel and I can spend time with family and I can do the things that I want to do. And I can buy nice clothes or go to nice dinner or do nice things for my kids or whatever your thing is. And I don't have to think about money. But then there's this fear of like, what if I lose that? Right. And going back. And so the money problems just change. I believe it's an instinct that's built into us. Like the monkeys that ate bananas and then just stopped worrying and didn't hoard them.   ended up dying faster than the ones that hoarded them, right? And so, like, I think it's an instinct to be paranoid, to be fear-driven, and that's where we have to, as humans, understand our wiring and say, my wiring is for survival, not for happiness and fulfillment, right? Because survival is what reproduced. Happiness and fulfillment, especially in a scary world of survival, ⁓ doesn't do very well.   The Dental A Team (24:27) Sure.   Derick Van Ness (24:52) Right? So, so we have to try to rewire our brain as much as we can. ⁓ And I think the biggest thing is to focus on a big future, a big vision. When you're moving towards something, then you're not focused on moving away from something. When you're in fear, you're, moving away from something. I'm moving away from failure. I'm moving. I'm trying to avoid losing money. I'm trying to avoid running out, trying to avoid making a mistake. You know, this about business ownership, like you can't avoid the mistakes. You just try and minimize them.   and learn from them as fast as you can. Like making mistakes is part of success and nobody says it that way, but I think it's really, really important to get that. And when you're moving towards something, you're in abundance, you're in striving, you're in goal oriented, whatever your thing is. And that doesn't have to be about money. That could be, I wanna be a great parent. I wanna get in better health. I wanna have more free time and make the same money.   So this isn't like just a money conversation, but when you're moving toward those, you have a tendency to lose your fear. I think it's when we aren't sure where to go next that we get afraid of losing ground and we do that. And so I think sometimes it's just a matter of clarity and reminding yourself, where do I want to go? What am I building? Like once you get past a certain point, like, you know, once you get past a certain amount of income or a certain amount of wealth, it's not about money anymore.   Right. It's really about contribution. It's about impact. And I think when we, our mind can really only focus on one thing at a time, especially as men, ⁓ women are much better at seeing the big picture. ⁓ But, but really when you're focused on something that holds your attention and then it doesn't drift to some of the other stuff as much, it doesn't mean you won't. Cause I'll tell you, I'm at my most vulnerable when I wake up in the morning and my brain starts doing payroll and all these other things. And like you said,   The Dental A Team (26:26) you   Derick Van Ness (26:47) I have enough cash stored away that I could not make a dollar for a year and still pay for my whole business and do the whole thing and be fine. But that doesn't mean that that instinctual part of me doesn't freak out for a minute until I come in and say, hey, we're building massive things. We're changing people's lives. Let's just focus on that and let the rest take care of itself. That really is the best thing for me is to focus on where I'm going, not where I'm afraid I might end up.   The Dental A Team (27:15) Absolutely. I   think that was good. Good wisdom there. You are the person, if you guys have heard me talk about it on the podcast, this came from Derick. He's the one who's told me it's a return on emotion, not necessarily a return on investment and like what helps you sleep at night, what helps you stay there. And I love that you talked about like it is a survival instinct. It's not a bad instinct. so loving that side, but also tempering it so that way we can enjoy the fulfillment. And again, I also think that there becomes confidence in yourself. I think enough.   enough business crashes, enough mistakes, enough things where you come back from it also teach you that there's certainty within yourself that no matter what comes your way, ⁓ you know that you'll be able to survive it, you'll be able to come. Someone told me once, it's not unsafe, it's just uncomfortable. Unless someone's running at you with like a knife and it's truly life threatening, it's like if the stock market crashes, that's like we're still safe, it's just going to be pretty dang uncomfortable for a little bit. If we become bankrupt,   Derick Van Ness (27:47) Mm-hmm.   Mm-hmm.   The Dental A Team (28:13) We're not unsafe, we're just uncomfortable. And that has given me a lot of, I think, temperance on when you think about finances, like that'd be uncomfortable, but I am still safe and I would still be alive and we can come back and we can figure things out. So Derick, I know we wanted to pivot gears and talk R &D credits, because this is something that's new. yeah, let's kind of chat that because I think we've gone through tax strategy, building wealth mindset around ⁓ how to maintain and have that.   Derick Van Ness (28:30) Well, yeah, we'll keep it short here.   The Dental A Team (28:42) return on emotion and building those skills. And I really love that you just said money issues don't ever go away, they just change shape. And I think that that's the same as business, right? Business problems just become a different flavor and different color. ⁓ But now let's talk about like some R &D credits because we've talked about R &D. I've seen several clients do very well on R &D credits. So was excited to hear like, they're back and they're back again, and they look a little different. So I'm excited to hear if you guys don't know what they are, Derick will definitely explain them and how you can.   Derick Van Ness (29:02) Yep.   The Dental A Team (29:08) Dental practices are ripe for the picking of R &D, it's exciting to have a resource for dental practices.   Derick Van Ness (29:15) Yeah, dental practices really are because the R &D credits are designed when you do new things in your business that are based in technology. And that could be computer science, engineering, biological science, or physical science, like chemistry, ⁓ which dentists are doing all of that stuff. So when you do new stuff in your business, the government realizes you're taking a risk. You're trying a new implant system. You're trying a new ⁓   a new type of diagnostic, you're trying a new flow for your patients, whatever. Sometimes it blows up in your face. I everybody listening here has tried a new piece of software and after six weeks you wanted to throw the computer out the window and you're like, we're going back to the other one, we got to find something else, right? ⁓ Or we tried 3D printing and it was just really, really hard and like some people love it, some people hate it. But at the end of the day, every time you take that risk, the government knows that you could lose money.   The Dental A Team (29:57) Totally.   Derick Van Ness (30:11) So the R &D credits are really their effort to say, don't stop innovating. Don't stop trying to get better. We know you're going to take some skin, knees, and elbows along the way. And we're willing to give you some credits to help with that. so ⁓ dentists, like dentistry is moving so fast. I don't have to tell the listeners that. There's new stuff every single quarter, every single year. Five years ago, everybody was getting crowns to be milled. Now they're 3D printing teeth and doing all, you know.   digital scans and all the other stuff and pretty quick here, think we have robots doing surgery. I don't necessarily want to be the first person to try that, but.   The Dental A Team (30:45) Yeah, me neither. I'm like number   like 200,000. I'll try it at that point. I'm usually like number two jumping off a cliff if the first person's alive, then I'll jump. Unlike innovative robots, I only have 28 teeth left, so I'll just let them practice a bit more before they come to me. It's okay. Stick with the drill and fill. Yeah, the drill and fill, I'm okay with it. It's all right. It's better.   Derick Van Ness (30:51) Yeah.   Yeah.   Yep.   I'll just pay a little more for the people.   Yes. so effectively, most dentists just don't realize they're qualifying for these credits. And so what we try to help them do is we do a free estimate to help you understand, OK, let's go through the different things that you did in your practice. It takes maybe a half an hour to identify the different things you've done. And right now, there's a window. And this is why we wanted to talk about this today, that closes on the 4th of July of 2026. So we've got about three or four months left.   where you can go back and you can file for 2022, 2023, and 2024. I don't want to bore everybody, but effectively when they did the 2017 tax rewrite, the first Trump tax rewrite, it broke the R &D credits in 2022. You could file for them, but the downside was bigger than the upside, so it wasn't worth doing. Now, they kind of did that on purpose to balance the budget, and they thought, oh, we'll change it before 2022, and then COVID happened, so they never changed it.   So it got broken. So they came back and they fixed it and said, hey, you guys can go back and claim this, but you really only have until the 4th of July. So they gave us one year to do it. ⁓ And so it's a big opportunity, a big window right now where you can get three years worth of credit. So you can literally go back. The government will send you a check for taxes you've overpaid, and you can get that money back. I won't tell you the IRS is really fast at processing this stuff, but they do get to all of them.   The Dental A Team (32:23) Wow.   No.   Derick Van Ness (32:34) And the checks come in, and we've done over 1,000 of these for clients. So it's definitely a legit thing. And the credits have been around since the 80s. They became a permanent part of the tax code in 2015. So they were kind of new. They've been around about 10 years. But the first couple of years, nobody knew. then over the last couple of years, they've become more and more popular. But then they kind of screwed them up in 22 through 24. So the reason I wanted to talk about them is if somebody is a dentist, they're not claiming these credits. But they are doing.   The Dental A Team (32:38) Wow.   Derick Van Ness (33:04) Innovative things upgrading equipment trying new software trying new techniques new implant systems new Diagnostics, whatever you probably got all these credits sitting there. You don't know about and It's worth getting a free estimate to see what's on the table. Yes You do have to amend your taxes, which is a very small pain in the butt But your total time into this should be an hour or two, which is really a short conversation You send over tax returns ⁓ A team like ours would give you an estimate   And if it seems like it's worth doing it, then you do it. You just let them do their thing and you write the check for the fee, right? So it's pretty hard to beat bang for your buck hour for hour. And like I said, for a lot of practices, it's between 1 to 2 % of your gross revenue. This is not a quote. This is just like what I've generally seen. So if you have a million dollar practice, it's probably 10 to 20 grand a year if you're doing these types of things. I mean, I have some. We just did a doctor who's got   Six offices they're getting almost a half a million dollars back right it can be it can be major and Doesn't take him any longer than to take someone with one office so you know it's it's just a big window of opportunity that I wanted to try and squeeze in here and People who haven't done this or unaware. It's like hey, we got a big opportunity and you can do this for 2025 moving forward every year. It's it's back indefinitely and so my hope is   The Dental A Team (34:07) It's incredible.   Derick Van Ness (34:32) People can do the catch up. And then from here forward, you don't even have to amend. You just party your tax return. You just don't pay the taxes. Just like you depreciate equipment or anything else and just get the tax break, the difference is tax credits are dollar for dollar. So if you get $10,000 tax credit, it's just $10,000 you don't pay in taxes, not a $10,000 write off, which might be worth $3,000 or $4,000.   The Dental A Team (34:40) awesome.   Mm-hmm.   Totally. No, and I think Derick, I'm so glad you brought this up. And at first I was creeped out by you. I'm not going to lie. Like when you first started talking about it, was like, are these like, I don't know, what are they called? The opportunity zones. And like, I heard a lot of people got their shorts burned on those. And I was like, do I even put this on the podcast? But I will say, Derick just said he's done thousands of them. They have had great success. I have seen clients tell me, thank you. So that's why I wanted Derick to come on because any client that comes from Dental A Team does get preferred.   Derick Van Ness (35:03) you   huh.   The Dental A Team (35:26) I don't know treatment. don't know what you guys do, but I do know that there's, ⁓ you guys get, you just said you get pushed to the front of line. If you mentioned you heard on Dental A Team podcast, we also have a link with big life financial. I'm pretty sure Derick, if I remember right, I'm pretty sure we do. ⁓ but definitely wanted you guys to have that, especially with a closing in July. And it's something where I love that Derick will just like, he's met with me and my husband several times to talk about multiple things. Derick is non pushy. And I appreciate that about you, Derick. You ⁓ educate.   Derick Van Ness (35:27) Treatment, yep, yep, front of the line.   We do. Yep.   The Dental A Team (35:56) and then give people the information and then you're to make the decisions on your own. So I think like, why not? Why not reach out to Derick? Why not just like see what it looks like? And then you have their resources. They're not going to file unless you want them to. You don't have to break up with your CPA if they file for you. I'm pretty sure. Is that right? Like you don't have to switch.   Derick Van Ness (36:09) Correct.   No, no, yeah,   you don't have to. We can amend it for you. But in a lot of cases, it makes sense to just have your CPA do it. They've got all your information. So but we can handle it either way.   The Dental A Team (36:25) So I think like on that, I just feel it's very much worthwhile. And I know Big Life Financial does a lot. do. I'll let you like take it because I know you guys are added to more services. But I think like if nothing else, we want to have the call to action of like, just look into the R &D credits. Like I said, I have seen multiple checks go to practices. They have not been audited. ⁓ Things have gone very smoothly for them. I was skittish. But I mean, Derick, we've been talking about this, I don't know, almost five years now, if not longer, that we've been telling practices about it. So.   Derick Van Ness (36:52) Yep.   The Dental A Team (36:54) very excited, but Derick, kind of tell about the makeup of what Big Life Financial is and then how people can reach out to you, especially in particular to the R &D credits.   Derick Van Ness (37:04) Yeah, so for the R &D credits, just go to, it's just BigLifeFinancial.com So BigLifeFinancial.com/DAT D-A-T right? Dental A Team. And all you got to do is just set up a time there to talk with myself or someone on my team. It's like a 15 minute call. And we'll just screen it, see if it makes sense. Beyond that, we do offer full service taxes if for some reason you're looking for tax breaks or you feel like you're, for one reason or another, you need to make a change.   then we can do that. We do also work with an RIA. So if you're looking for some of these investments that might have tax breaks or other diversification or whatever, we have those capabilities as well. So we really try to be front to back like what we call like a family office or a fractional family office, which is what the super rich people have. They just have an attorney and a CPA and a   Uh, an insurance guy, an investment guy, or probably 10 investment guys who all just work for them. Obviously most people can't afford to have an entire team that just works for them. So we work with a limited number of people, but we have a coordinated team that way. And, and it's taken me like 10 years to find the right people to do that. That's, that's really it because the Uber wealthy have those people, the people who are making 50 or a hundred thousand bucks a year, they don't need it. We really work in this sweet spot where a lot of people make.   300,000 400,000 on the low end to 2 3 million on the high end. And they're kind of in between, not rich enough to have the team that's all working together all the time, but rich enough that you really need it. Like this segment of the population is the one that just gets crushed on taxes. ⁓ And so we're really doing our best to help minimize that. So that's why we work so much with dentists and doctors.   The Dental A Team (38:56) That's amazing. I love that Derick. And I think for everybody, it was BigLifeFinancial.com slash DAT. We'll be sure to like link that in the show notes and also add it for you guys. But, and Derick, love, I didn't know what a family office was at first. And then I found out hanging out with a lot of wealthy people, what it is. And so for you to provide that, think worth conversations ⁓ and definitely appreciate the insights today. It was a really fun episode. I'm glad we got back together. It's been too long. ⁓ And like truly guys, just reach out.   Again, I would do it as exploration. would do it as like, just find out anytime I hear things like this, I just go book meetings. It doesn't mean I need to actually execute on it. But I think again, learning the language of business, learning the education, seeing if it fills right for you. Now you can ask a million people, but like I said, Derick and I have been doing this for about five years and every client that has been referred to Big Life Financial has gone through, has told me how much they've been grateful for it. So Derick, I appreciate you. Any last wrap up thoughts today as we wrap up today? I appreciate our time so much today together.   Derick Van Ness (39:55) No, I think it's just understanding that part of building wealth is beyond just making income, right? Just making income won't build the life you want to live. Once you earn the money, you got to take care of it. And there's a lot of pieces to that. So whether it's with us or someone else, just take that on for your family's sake. It's not just about making it. It's keeping it and being smarter with it. And if you do that, you're going to be in good hands.   The Dental A Team (40:20) amazing. Well, Derick, thank you so much for being here today. Thank you all for listening. I love what Derick said, like it's not just enough to make the money, we need to figure out how to keep the money and set yourselves up for the great lives that you've been building and to truly have that big life as Derick has described it. So for all of you listening, I hope that today you don't just passively listen, but you actively take action and commit to having the wealth of your life, the wealth of your dreams to have that life that really ⁓   is the life of your dreams. there's a quote from my mirror from when I was little where I said, don't just dream, do. And I think that that's how I'll leave you today. So for all of you listening, thank you for listening and we'll catch you next time on the Dental A Team Podcast.

Unofficial QuickBooks Accountants Podcast
Keep Changing My Software! (Wheel of Rants)

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Mar 5, 2026 33:29


Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.SponsorsUNC - https://uqb.promo/unc(00:00) - Wheel of Rants Setup (01:24) - Topic Software Changes (02:14) - Why Change Frustrates Pros (04:15) - Staying Current With Updates (06:16) - AI Shifting Software UI (11:42) - Industry Wake Up Call (16:06) - Stability Versus Innovation (20:04) - Modern Reports Reliability (24:24) - Apple Liquid Glass Woes (26:39) - Adapting To New Ecosystems (29:04) - Wrap Up And Takeaways (29:32) - What Dan And Alicia Are Doing (31:05) - Final Thanks And Sign Off LINKSAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

The Process Driven Designer
78: Know your Numbers- Taxes and Financial Tracking

The Process Driven Designer

Play Episode Listen Later Mar 5, 2026 19:46


Smart Financial Moves for Landscape DesignersThis episode explores key financial strategies for landscapedesign business owners. Learn the differences between running your business asa sole proprietor or S Corporation, including how the right choice can impactyour taxes, liability, and overall growth. Real-life experiences illustrate theadvantages of switching to an S corp, such as saving money and gaining clearerinsight into your profits.We also highlight common pitfalls, like mixing personal andbusiness finances or ignoring unpaid invoices, and offer practical advice: keepaccounts separate, set clear payment terms, and use tools like QuickBooks. Theepisode's takeaway: understanding your numbers helps you make informeddecisions and build a stable, thriving business. Subscribe and share if youfound this valuable!Suggested episodes:76: January Power Moves75: Yearly Planning- Visual Goals73: You are the CEO of your Business68: Tracking and Metrics52: Money Mindset14: Year-End Planning5: Efficiency and Profitability Please be sure to subscribe and follow ⁠@kismetdesignco⁠& ⁠@ProcessDrivenDesigner⁠.Please also sign up for my newsletter to be notified of upcoming webinars,courses, and other offerings ⁠https://kismetdesignco.com/classes/ 

YAP - Young and Profiting
How to Turn Social Media Attention Into Business Growth | Marketing | YAPCreator Replay | E1

YAP - Young and Profiting

Play Episode Listen Later Mar 4, 2026 23:58


How quickly you grab attention on social media can be the key to scaling your business. In this first episode of the YAPCreator Replay, Hala Taha dives into content marketing and storytelling strategies, showing entrepreneurs how to create scroll-stopping videos that get their audience hooked and coming back for more. You'll hear insights from top content creators like GaryVee, Sean Cannell, and Alex Hormozi on crafting compelling content that turns viewers into loyal, engaged fans. In this episode, Hala will discuss:  (00:00) Introduction (00:49) Winning Attention with Thumbnails and Titles (03:12) GaryVee on the TikTokification of Social Media (09:17) How to Master the Curiosity Gap (11:41) Action-Based Hooks That Drive Retention (14:55) The Power of Storytelling to Boost Engagement (18:15) How to Craft Memorable Stories Hala Taha is the host of Young and Profiting, a top 10 business and entrepreneurship podcast on Apple and Spotify. She's the founder and CEO of YAP Media, an award-winning social media and podcast production agency, as well as the YAP Media Network, where she helps renowned podcasters like Russell Brunson, Jenna Kutcher, and Neil Patel grow and monetize their shows. Through her work, Hala has become one of the most influential creator entrepreneurs in podcasting. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned: YAP E291 with GaryVee: youngandprofiting.co/41DRxcd YAP E198 with Alex Hormozi: youngandprofiting.co/E198  YAP E198 with Alex Hormozi: youngandprofiting.co/ValueEquation YAP E278 with Sean Cannell: youngandprofiting.co/E278  YAP E279 with Sean Cannell: youngandprofiting.co/E279  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, SEO, E-commerce, LinkedIn, Instagram, Digital Marketing, Advertising, Communication, Video Marketing, Social Proof, Marketing Trends, Influencers, Influencer Marketing, Marketing Tips, Digital Trends, Online Marketing, Marketing Podcast 

Entrepreneurs on Fire
Turning Pain into Purpose: Building a Brand Women Actually Trust with Amy Suzanne Upchurch

Entrepreneurs on Fire

Play Episode Listen Later Mar 4, 2026 22:52


Amy Suzanne Upchurch, mom of six and Founder & CEO of Pink Stork, leads a wellness brand empowering women through every stage of womanhood with clean, purposeful supplements. Top 3 Value Bombs 1. Motherhood isn't a limitation; it's a leadership advantage that builds decisiveness, focus, and resilience. 2. Pain is often preparation; personal health struggles can become the foundation for meaningful, mission-driven businesses. 3. Women don't need to be "fixed"; they need support that honors how their bodies were designed to function. Check out Amy's website to learn more about Pink Stork products - Pink Stork Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Cape - A privacy-first mobile carrier, built from the ground up with security as the priority. If you care about protecting your digital life without giving up your smartphone, Cape makes that possible. Visit Cape.co/fire and use code FIRE for 33% off cape for 6 months today! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

The Small Business Show
Your First 100 Customers

The Small Business Show

Play Episode Listen Later Mar 4, 2026 21:59 Transcription Available


In this episode of Business Brain, we focus on the power of getting your first 100 customers and why speed beats perfection every time. Instead of overthinking your launch, we lean into action—getting real people using your product as quickly as possible. We talk about capturing valuable data, gathering testimonials, and even giving your product away early to learn what actually resonates. Those first customers become your proving ground, helping you refine your offer while avoiding the trap of analysis paralysis. We also dig into why buying and selling are emotional decisions and how those early customer interactions help you understand the real motivations behind a purchase. Along the way, we share how simply creating—whether content, products, or experiments—builds momentum toward your own Charmed Life. In this episode of Business Brain, we remind ourselves that the fastest path to traction is learning directly from real users and letting those first 100 customers guide the next steps. 00:00:00 Business Brain – The Entrepreneurs' Podcast #732 for Wednesday, March 4, 2026 00:01:12 March 4th: National Grammar Day Grammarly Pro The value of just creating content: written, audio, whatever. Just do it! 00:07:11 Which LLM are you using, and for what? ChatGPT Perplexity Claude Sponsor 00:09:02 SPONSOR: Tempo – Tempo delivers perfectly-portion meals to your door, each is ready in just 2 minutes. For a limited time, Tempo is offering Business Brain listeners SIXTY PERCENT OFF your first box at TempoMeals.com/brain 00:10:53 SPONSOR: Intuit QuickBooks Payroll – Leave the chaos behind and start the new year off right with QuickBooks Payroll. Learn more by visiting QuickBooks.com/payroll 00:12:06 Your first 100 customers Capture data from them Don't charge them, just use them as a test The value of giving away your product Get your testimonials Makes it easier to get a product to market 00:15:34 Buying and Selling are emotional decisions Tell us we're wrong! The first 100 customers test avoids analysis paralysis 00:21:18 Business Brain 732 Outtro Tell Your Friends! Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post Your First 100 Customers – Business Brain 732 appeared first on Business Brain - The Entrepreneurs' Podcast.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
379: Small Business Tax Tips For Stress Free Filing Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper, VA, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 4, 2026 12:47


As a business owner, it is important to stay ahead of the curve when it comes to tax preparation. You want to make sure that you are ready for any unexpected decrease in expenses or increases in income so that you don't have any surprises when it comes time to pay your taxes. The rules and regulations change every year, and if you are not prepared, you could end up paying more taxes than necessary. In today's podcast episode, I'm discussing a few tips for getting ready for your tax preparation. Another thing to consider is whether or not you have been taking advantage of all available deductions and credits regardless of whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional. There are many deductions and credits available to business owners, and they can vary. Listen in so that you can follow these tips to ensure that your business is in compliance with the latest tax laws and that you are taking advantage of all the deductions available to you. It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google document, this episode will be helpful for you...    Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Start Up Podcast PH
PHSW2025 Kwentuhan #26: Happy Hive - Business Compliance Solutions and Coworking Space!

Start Up Podcast PH

Play Episode Listen Later Mar 3, 2026 30:55


We had a kwentuhan with Happy Hive last Philippine Startup Week 2025!Happy Hive offers business registration, bookkeeping and tax filing, payroll, and virtual office services—plus a cozy coworking space in Quezon City.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction01:15 Ano ang Happy Hive?25:35 How can listeners find more information?HAPPY HIVEWebsite: https://happyhiveinc.comFacebook: https://facebook.com/happyhiveincPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠Symph: ⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠Secuna: ⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠MaroonStudios: ⁠⁠⁠⁠https://maroonstudios.com⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: ⁠⁠⁠⁠https://www.arkotechspacesolutions.com⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠Argum AI: ⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠Website: ⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠https://tasharivera.com⁠⁠

YAP - Young and Profiting
Dave Ramsey: Get Rich and Stay Rich, Financial Decisions That Help You Build Wealth | Finance | E388

YAP - Young and Profiting

Play Episode Listen Later Mar 2, 2026 57:19


Despite having a finance degree and achieving early success, Dave Ramsey experienced bankruptcy. Forced to rebuild from zero, he turned to timeless financial principles that not only restored his wealth but also helped him build a business that serves millions on their journey to financial freedom. Now on Spotify video! In this episode, Dave returns with some proven money management strategies to help high earners avoid costly financial mistakes, eliminate debt, and build lasting wealth. In this episode, Hala and Dave will discuss: (00:00) Introduction (02:40) From Bankruptcy to Personal Finance Principles  (07:30) Credit Cards and Spending Psychology (15:56) Is There Anything Like Good Debt? (18:28) Debt Snowball vs. Avalanche Strategy (20:17) Financial Planning for High Earners (30:11) Money Mistakes Young People Make (39:19) Ramsey Solutions' Business and Revenue Model (44:16) Creator Entrepreneurship and Succession Strategy (49:21) Recurring Revenue Built on Trust Dave Ramsey is a personal finance expert, radio personality, bestselling author, and founder and CEO of Ramsey Solutions. He is the host of The Ramsey Show with over 18 million listeners each week. Through decades of research on wealth-building and investing, Dave has helped millions achieve financial freedom using proven money management principles. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned: Dave's Website: ramseysolutions.com Dave's App, EveryDollar: everydollar.com  Dave's Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove  YAP E344 with Dave Ramsey: youngandprofiting.co/E344  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Stock Market, Scalability, Investment, Risk Management, Business Coaching, Finance Podcast, Saving

The Untrapped Podcast With Keith Kalfas
$2.4 Million Exterior Cleaning Empire with Fred Hodge Jr.

The Untrapped Podcast With Keith Kalfas

Play Episode Listen Later Mar 2, 2026 49:42


Keith sits down with Fred Hodge Jr., owner of Clearview Washing in New Jersey—an exterior cleaning company that's been growing since 2004 and now runs up to 26 employees in peak season. Fred breaks down what actually helped him scale: lead gen, hiring, culture, and the systems that keep the business running even when he's on vacation (without the "putting out fires from the beach" vibe). They get into niche high-profit services (yes, chandelier cleaning), the KPIs that drive pricing decisions, how to raise prices without nuking your calendar, and why Fred keeps a buffalo picture behind his desk—to remind himself to run toward problems, not away from them.   "What got you there isn't the same avenue what's gonna get you to your next place." – Fred Hodge Jr.   What You'll Learn in This Episode: How Fred scaled from "Chuck in a truck" to a multi-crew operation The systems that help him step off the truck—and stay off Why bundling services dramatically raised their average ticket How to use simple KPIs (no algebra required) to make smarter pricing moves What "penny smart, dollar foolish" looks like in real business decisions How to build a team culture that retains great people   Key Takeaways: The Business: 22 Years, 26 Employees, Multiple Services. Clearview Washing offers window washing, power washing, soft washing, gutter and roof cleaning, holiday lights, shrink wrapping outdoor furniture—and even chandelier cleaning. Peak season team size hits around 26 employees, with a business mix that's roughly 70% commercial (including HOAs/condos) and 30% high-end residential. The "Chandelier Cleaning" Advantage. Fred explains why chandelier cleaning became a standout niche: most competitors avoid it due to complexity and liability. Clearview leaned in, developed the skill set and tools, and now gets inbound calls from across New Jersey—sometimes landing $8K–$10K chandelier-cleaning projects in high-end homes. Scaling Happened When Systems Got Serious. Fred credits a major turning point to implementing real operational systems (with big help from his wife, who drives processes). That included choosing a CRM (Jobber) and building workflows that reduce chaos and prevent everything from escalating to "owner-level emergencies." He even jokes their QuickBooks coach says they're "not an exterior cleaning company—they're a technology company that offers exterior cleaning."   Connect with Fred Instagram: https://www.instagram.com/fredhodgejr/  Facebook: https://www.facebook.com/freddie.hodge  Website: https://clearviewwashing.com/  Connect with Keith Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas   Resources and Websites:  Start Getting Leads Now https://www.footbridgemedia.com/keith The Untrapped Alliance: https://www.keithkalfas.com/alliance Resources You Need To Build A Successful Business https://www.keithkalfas.com/resources

Entrepreneurs on Fire
Celebrity & Billion Dollar Brand Marketing Secrets with Rudy Mawer: An EOFire Classic from 2023

Entrepreneurs on Fire

Play Episode Listen Later Mar 1, 2026 23:50


From the archive: This episode was originally recorded and published in 2023. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Rudy Mawer is a serial entrepreneur who's raised millions, ran billion $ brands, big celebrity marketing campaigns & helped over 40,000 people grow their companies online! Top 3 Value Bombs 1. The biggest thing most people miss in becoming successful is creativity. 2. Adapting and changing your thinking will help you reach your goals and succeed. 3. Anything is possible if you commit and put your mind to it. Learn more about Rudy, The Man In Red - TheRedLife.com Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Thrivetime Show - Make 2026 your best year yet! Start your transformation by attending the world's highest rated business growth workshop taught personally by Clay Clark, featuring Football Star and Entrepreneur, Tim Tebow, and President Trump's Son, Eric Trump, at ThrivetimeShow.com/eofire! QuickBooks Bill Pay - Helps you keep your business growing, while you stay in your zone of genius. Learn more at QuickBooks.com/billpay. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

Start Up Podcast PH
PHSW2025 Kwentuhan #25: Sunshare - Solar Panels with Smart Meters to Sell Extra Electricity!

Start Up Podcast PH

Play Episode Listen Later Feb 27, 2026 21:09


We had a kwentuhan with Sunshare last Philippine Startup Week 2025!Sunshare is developing smart technology that enables anyone to equip their solar panel with a smart meter that allows them to 'sell' and distribute extra electricity.This episode is recorded live at the Philippine Innovation Hub in Marikina City.In this episode:00:00 Introduction00:51 Ano ang Sunshare?17:38 How can listeners find more information?SUNSHAREWebsite: https://web.uc-bcf.edu.ph/2022/09/09/uc-installs-solar-panels-to-legarda-campus-through-sunshare-projectPHILIPPINE STARTUP WEEKWebsite: https://phstartupweek.comFacebook: https://facebook.com/PhilippineStartupWeekTHIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠⁠https://onecfoph.co⁠⁠⁠Kredit Hero: ⁠⁠⁠https://kredithero.com⁠⁠⁠Yspaces: ⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠Symph: ⁠⁠⁠https://symph.co⁠⁠⁠Secuna: ⁠⁠⁠https://secuna.io⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠https://skooltek.co⁠⁠⁠MaroonStudios: ⁠⁠⁠https://maroonstudios.com⁠⁠⁠Red Circle Global: ⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠https://asklexph.com⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)ArkoTech: ⁠⁠⁠https://www.arkotechspacesolutions.com⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠https://dvcode.tech⁠⁠⁠NutriCoach: ⁠⁠⁠https://nutricoach.com⁠⁠⁠Argum AI: ⁠⁠⁠http://argum.ai⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠Founders Launchpad: ⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠Hier Business Solutions: ⁠⁠⁠https://hierpayroll.com⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠Smile Checks: ⁠⁠⁠https://getsmilechecks.com⁠⁠⁠CloudCFO: ⁠⁠⁠https://cloudcfo.ph⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠https://cloverly.tech⁠⁠⁠BuddyBetes: ⁠⁠⁠https://buddybetes.com⁠⁠⁠HKB Digital Services: ⁠⁠⁠https://contakt-ph.com⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠Wunderbrand: ⁠⁠⁠https://wunderbrand.com⁠⁠⁠Uplift Code Camp: ⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠Spotify: ⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠Apple Podcasts: ⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠Facebook: ⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠Patreon: ⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠PIXEL: ⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠Website: ⁠⁠⁠https://phstartup.online⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠https://tasharivera.com⁠

The Get Paid Podcast: The Stark Reality of Entrepreneurship and Being Your Own Boss
How Gina Knox Turned Ads Into a Million-Dollar Funnel

The Get Paid Podcast: The Stark Reality of Entrepreneurship and Being Your Own Boss

Play Episode Listen Later Feb 26, 2026 43:45


Running ads is one thing. Scaling them without freaking out (or breaking what's already working) is another. In this episode, financial coach Gina Knox shares what changed when she stopped dabbling, got serious about her funnel, and used a weekly webinar rhythm to create more consistent revenue—without needing a giant launch every time. This Week on the Get Paid Podcast: What clicked when Gina treated ads like a scaling tool (not "extra lead gen") The surprising part of scaling spend that almost makes people quit too early Why weekly webinars can beat the "big launch" model for the right business How being inside Get Paid Marketing changed what was possible for her funnel About Gina Knox: Gina Knox is a financial strategist for small business owners with inconsistent income. A former QuickBooks researcher turned coach, she's helped clients save over $9 million and build 6 and 7-figure wealth portfolios. Gina is the creator of Small Business Money School and the 7 Figure Wealth Mastermind, where she teaches entrepreneurs how to stop panicking about cash flow and start growing lasting wealth. Her approach blends design thinking, financial strategy, and behavioral coaching, rejecting outdated advice like "just budget" in favor of money systems that actually work for business owners. Mentioned in this podcast: Get Paid Marketing (GPM) Small Business Money School  Gina Knox's free training  Gina Knox: From a $200 Side Hustle to a $324K Launch Gina Knox Hit 7 Figures Thanks to Basic Image Ads Now it's time to GET PAID. Thanks for tuning into the Get Paid Podcast! Connect with me on Facebook, YouTube, and Instagram. Visit my website at clairepells.com for more strategies, and be sure to share your favorite episodes. Now, it's time to go get yourself paid.  

Unofficial QuickBooks Accountants Podcast
QuickBooks February 2026 Releases: Bank Feeds, AI Deductions, and IES Construction Tools

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Feb 26, 2026 59:35


Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.SponsorsUNC - https://uqb.promo/uncResources:In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdfPartner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60Canny for product feedback: http://intuit.canny.ioCustomer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later' in QuickBooks (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists) (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time? (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO (52:43) - What's Next: Intuit Podcasts, Intuit Connect, and July's Mysterious AI Agents (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes

Business By The Numbers
How to Build a Commission Plan for Your Advisor or Manager Without Getting Burned [E211]

Business By The Numbers

Play Episode Listen Later Feb 26, 2026 26:21


Thanks to our partners Promotive and Wicked FileYou already know how to pay your technicians, but what about everyone else? Your service advisors, your counter staff, your shop manager... how do you build a pay plan that actually motivates them to perform?In this follow-up to last week's technician pay plan episode, Hunt Demarest walks through the three most common commission structures for front-office and management staff: paying off total sales, paying off gross profit, and paying off net income. Using a real client example, a shop owner who wants to reward his son for growing the business from $2 million to $2.5 million in annual sales, Hunt breaks down exactly how to calculate each structure, what percentage makes sense, and how to stress test the plan before you hand it to your employee.The big theme running through all three structures is: only reward people for what they can actually control. Paying a manager based on net income sounds fair in theory, but what happens when you buy a $30,000 side-by-side for the shop and write it off? Hunt explains why net income plans almost never work in practice, why gross profit plans are more aligned but more complex, and why a simple percentage of sales, with a few key guardrails around gross profit floors, is often the most transparent and motivating option for most shops.Whether you're building a plan from scratch or rethinking one that isn't driving the behavior you want, this episode gives you a clear, repeatable framework and a reminder that none of it matters unless your employee actually understands the plan and knows how their daily actions will move the needle.What you'll learn in this episode:(03:15) The benchmark that might surprise you about flat salaries(05:15) The rule every pay plan must follow relating to compensation and penalization. (08:30) A real case study and step-by-step instructions on building a payment plan.(10:20) The base pay ratio that makes or breaks a commission plan(12:00) How to protect yourself from a sales-based plan backfiring (including gross profit floors and percentage-of-increase structures) (17:40) Sales vs. gross profit plans(19:50) Shop management software vs. QuickBooks: why Hunt is adamant you should only use one of them to calculate commissions(23:40) The $30,000 side-by-side problem: why paying a manager off net income almost always ends in resentment and what to do instead.Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in

Real Estate Power Play
EP172 | Credit Card Processing

Real Estate Power Play

Play Episode Listen Later Feb 25, 2026 42:28


Philip Holan, CEO of Payment Collect, joins host Mark Monroe on this episode of the Real Estate Power Play Podcast to break down the truth about credit card processing and merchant fees.If you're a business owner or planning to become one, this episode is a must-listen.With over 20 years in the payment industry, Philip exposes what most merchants don't know about interchange fees, hidden markups, auto-renewal contracts, equipment traps, and how processing companies really make their money.In this episode, you'll learn: • How credit card processing actually works behind the scenes • Why merchants unknowingly overpay in fees • The dangers of long-term contracts and proprietary equipment • How to negotiate and lock in better processing rates • What to look for before choosing a merchant providerPhilip also shares how Payment Collect integrates with QuickBooks and helps businesses reduce processing costs while maintaining full control.Listen now and learn where real commercial opportunities are being created.#SellerFinancing #sellerfinancingstrategies #markmonroe #realestateinvesting #realestate  #cashflow #realestatetips #RealEstatePodcast  #PhilipHolan #PaymentProcessing