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Could an AI catch what auditors and a CFO missed? This week, Blake and David unpack how a founder used Claude to scan QuickBooks and uncover a $2.1M embezzlement in 18 minutes. They also tackle Deloitte's AI ‘workslop' refund, shutdown-driven IRS and air travel woes, the IRS's new “CEO” and crypto ties, OpenAI's personal finance play, EY's audit rebound, BDO's ESOP squeeze, and crypto funds courting CPA clients.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingAssembly - http://accountingpodcast.promo/assemblyChapters(01:35) - Deloitte's AI Report Scandal (09:05) - Government Shutdown Impact on IRS and Air Travel (23:56) - AI in Accounting: Risks and Opportunities (34:49) - Competing with the Status Quo (35:38) - Pricing Bookkeeping Services (36:31) - Standardizing Services Based on Price (37:14) - Client Needs vs. Service Offerings (38:00) - The Monthly Close Obsession (40:01) - Broken Charts in Financial Reports (43:15) - Cracker Barrel Logo Controversy (47:08) - EY's Audit Quality Turnaround (49:53) - Crypto Investment Schemes (55:48) - BDO's Financial Struggles (01:00:34) - Conclusion and Announcements Show NotesDeloitte to partially refund Australia for report with apparent AI-generated errors https://abcnews.go.com/Technology/wireStory/deloitte-partially-refund-australian-government-report-apparent-ai-126281611Claude Exposed My Co-Founder's $2M Theft — AI Evidence Turned Into Lawsuit https://techbullion.com/claude-exposed-my-co-founders-2m-theft-ai-evidence-turned-into-lawsuit/New Research: 20% of Americans use AI tools 10X+/month, but growth is slowing and traditional search hasn't dippedhttps://sparktoro.com/blog/new-research-20-of-americans-use-ai-tools-10x-month-but-growth-is-slowing-and-traditional-search-hasnt-dipped/The Danger of Bad Charts https://www.cpajournal.com/2025/10/10/the-danger-of-bad-charts-2/Cracker Barrel's logo controversy was driven by bots https://www.nrn.com/casual-dining/cracker-barrel-s-logo-controversy-was-driven-by-bots-what-operators-should-learn-from-thisOur commitment to audit quality — Ernst & Young LLP's 2025 report https://www.ey.com/en_us/assurance/audit-quality-reportEY drops clients to improve audits after leading Big Four in deficiencies https://www.cfobrew.com/stories/2024/08/27/ey-drops-clients-to-improve-audits-after-leading-big-four-in-deficienciesOpenAI Buys Personal Finance App Roi https://www.pymnts.com/acquisitions/2025/openai-buys-personal-finance-app-roi/With its latest acqui-hire, OpenAI is doubling down on personalized consumer AI https://techcrunch.com/2025/10/03/with-its-latest-acqui-hire-openai-is-doubling-down-on-personalized-consumer-ai/BDO USA Expands Professional Services Capabilities Through HORNE https://www.bdo.com/insights/press-releases/bdo-usa-expands-professional-services-capabilities-through-horneAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe ...
Send us a textRunning a pool service is more than cleaning and balancing water—it's running a business. In this episode, I'm diving into the importance of proper accounting. I'll share how separating business and personal finances saved me a major headache at tax time, why tracking every chemical, part, and mile driven matters, and how simple tools like QuickBooks or even a spreadsheet can keep your cash flow crystal clear. Accounting may not be glamorous, but it's the difference between just getting by and building a profitable pool business. Support the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://bit.ly/THEBOTTOMFEEDERTry Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y Thanks for listening, and I hope you find the Podcast helpful! For other free resources to further help you:Visit my Website: https://www.swimmingpoollearning.comWatch on YouTube: https://www.youtube.com/@SPLPodcast Site: https://the-pool-guy-podcast-show.onpodium.com/ UPA General Liability Insurance Application: https://forms.gle/F9YoTWNQ8WnvT4QBA Pool Guy Coaching Group Join an exclusive network of Pool Service Technicians to access the industry's leading commercial general liability insurance program. Protect your business. Premium is $64 per month per member (additional $40 for employees and ICs) $59 per month for Pool Guy coaching Members - join here! https://www.patreon.com/poolguycoaching Limits are $1,000,000 in occurrence and $2,000,000 in the aggregate - Per member limits [ $1,000,000 per occurrence and $4,000,000 aggregate available for $75 per month ] $50,000 in HazMat Coverage - clean up on-site or over-the-road Acid Wash Coverage - Full Limits
Niña Terol and Candice Quimpo are Co-Founders at FoundHer. FoundHer is a community platform that champions and spotlights Filipina founders. The FoundHer Summit, happening this October 14, 2025, will bring together hundreds of delegates — including female founders, investors, startup ecosystem leaders, advocates, and allies. Secure your slot now! Get 15% on all regular tickets and bundles* for the upcoming FoundHer Summit using our code: FOUNDHER-SUP15! (*except for Student/PWD passes, which are already discounted).In this episode:01:14 Ano ang FoundHer?02:19 What problem is being solved? 15:41 What solution is being provided? 48:13 What are stories behind the startup? 59:38 What is the vision? 1:10:47 How can listeners find more information?FOUNDHERWebsite: https://foundher.phFacebook: https://facebook.com/foundherphTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
Cjay Billones is Chief Operating Officer at Secuna. Christian Burgos is Chief Technology Officer at Secuna. Secuna is the biggest, cost-effective, and most trusted cybersecurity testing platform in the Philippines helping startups and SMEs by connecting them to the most advanced and highly-vetted cybersecurity professionals in the world to simulate cyber-attacks and find security flaws that real-world malicious hackers can exploit and leverage to gain access to their IT system. Since its inception in 2017, Secuna has committed themselves in helping companies, organizations, and even the government secure their digital assets.This episode is recorded live at Yspaces Co-Working and Event Space in BGC, Taguig. Yspaces is the official co-working and event space partner of Start Up Podcast PH.In this episode | 01:12 Ano ang Secuna? | 09:43 What problem is being solved? | 27:17 What solution is being provided? | 43:47 What are stories behind the startup? | 01:09:53 What is the vision? | 01:16:19 How can listeners find more information?SECUNA | Website: https://secuna.io | Facebook: https://facebook.com/secuna.ioYSPACES | Website: https://knowyourspaceph.com | Facebook: https://facebook.com/yspacesphTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assembly(00:00) - Introduction: How Do You Know All This? (01:07) - Alicia's Origin Story: From Jewelry to QuickBooks (04:07) - Teaching and Technology: The Early Years (06:25) - Transition to QuickBooks: The Turning Point (11:29) - Building Expertise: From Troubleshooting to Training (13:35) - The Rise of Royal Wise: Adapting to COVID (25:45) - Staying Updated: Communities and Resources (31:14) - Conclusion: Sharing Knowledge and Upcoming Events Alicia's Upcoming Classes:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you really implementing AI in your agency the right way? Adding a random tool just to say you “use AI” isn't the game changer many agency owners hope it will be. In fact, chasing shiny AI solutions can waste time, drain resources, and create tools your team never actually uses. Many agency leaders, especially those aiming to build a sellable business, assume any form of AI integration will automatically boost their agency's value. But today's featured guest strongly disagrees. He's seen firsthand how agencies fall into the trap of building solutions first and searching for problems later, a costly mistake that does more harm than good. Instead, he's here to share how to approach AI adoption strategically, in ways that actually stick and drive real results. Ken McLoud is the CEO of Laconic Technologies, a business that aims to help agencies figure out how to make AI actually useful. His specialty is finding high-leverage spots in your agency where AI can unlock growth without bloating your headcount. Ken helps owners avoid wasted tools and instead roll out AI that gives their teams real superpowers. In this episode we'll discuss: How agency owners are forcing AI integration the wrong way. When to use custom code. A case study of real world wins and misses. The future of AI in agencies. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Stop Forcing AI Where It Doesn't Belong Ken specializes in helping agency owners start to think strategically about AI. One of the first things he warns about is the “solution in search of a problem” trap. Too many agency owners decide, “We need to be using AI somewhere,” and then jam it into the wrong part of the business. That usually leads to tools that sound cool but don't move the needle, or worse, meet resistance from the very team that's supposed to use them. Instead, Ken suggests starting with the business itself. Are you demand-constrained (needing more leads) or supply-constrained (too much work, not enough capacity)? His litmus test is simple: if a fairy godmother doubled your clients overnight, would you cheer or panic? That answer tells you where the bottleneck really is, and that's the exact spot where AI should be applied. Case Study: Smarter Finance Insights with AskQuick.ai Ken worked to build AskQuick.ai with Nate Jenson, a fractional CFO who worked with tons of agencies. Nate had deep financial expertise but needed a way to scale his brain. Together, they built AskQuick.ai, a chatbot trained on Nate's own textbook of agency finance. The result was a tool that taps into a client's QuickBooks data to deliver specific insights, like spotting which clients are actually losing money. After a rebrand, he is now marketing the product as a simple, agency-friendly tool rather than a complex back-end. No-Code Tools vs. Custom Code: Where's the Breaking Point? Every agency owner has been tempted by tools like N8N, Zapier, or Make.com. According to Ken, these tools are perfect for simple workflows and stuff you could explain in one or two sentences. These tools are often pitched as something anyone with a computer and no experience ca n use, but once your automation starts piling up with dozens of nodes, things break constantly, and you spend more time fixing than benefiting. That's when it's smarter to build custom code. Ken compares it to driving stick shift: more control, less frustration, and often a way faster solution. AI As a Superpower Not a Replacement For Ken, the real promise of AI isn't replacing people, but rather upgrading them. He calls it “giving your team superpowers.” By offloading the repetitive, low-value work to AI, you free up your people to focus on strategy, creativity, and client impact. Instead of fearing AI, most teams welcome it. Nobody loves repetitive tasks, and when you use AI to clear that away, your staff gets to spend more time on what actually lights them up. Real-World Wins (and Misses) If you're wondering how some agencies are using AI right, Ken has seen quite a few examples. For instance, an Australian medical agency built a custom chatbot trained on years of proprietary medical content. The tool now helps their writers quickly draft accurate, technical marketing content; something that would have taken hours of research before. Huge win. On the other hand, this agency built a classic example of a solution in search of a problem. Basically, the owner wanted an elaborate folder system to organize AI chats. It sounded clever, but the writers never actually needed it. Why? Because new AI queries were faster than digging through folders. A perfect example of chasing a solution before identifying a real problem. The Future of AI in Agencies in Plain English Looking ahead, Ken sees AI becoming a tool to replace code and processes. Many things we used to hardwire with messy “if-this-then-that” logic can now be handled with prompts. That means non-technical agency owners can adjust systems in plain English instead of hiring a developer every time they need a change. These tools can make all the difference for agencies that get hundreds of deals come through every day and need a quick way to sort through the ones that can be most profitable from those that likely won't. In these cases speed is everything and AI can deliver in a way that human response cannot. However, Ken is also clear that not every problem should be handed to AI. High-value, low-risk areas, like grading prospects or filtering opportunities, are perfect testing grounds. Mission-critical, high-risk functions will probably still need human oversight for a while. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
Rachel Jaro is Founder at Simplifi Studio. Simplifi Studio is the all-in-one CRM software built for creative businesses in the Philippines - photography studios, event planners, and creative agencies. Manage bookings, streamline client communications, track finances, and simplify your workflow, all in one platform. Focus less on admin and more on creating unforgettable client experiences.In this episode | 00:52 Ano ang Simplifi Studio? | 05:04 What problem is being solved? | 11:09 What solution is being provided? | 27:42 What are stories behind the startup? | 40:11 What is the vision? | 47:57 How can listeners find more information?SIMPLIFI STUDIO | Website: https://simplifi.studio | Facebook: https://facebook.com/simplifistudioTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
In this episode of Grow a Small Business, host Troy Trewin interviews Paige Wiese, founder of Tree Ring Digital, shares her journey from freelancing after the GFC to building a 16-person digital marketing team. She reveals how the company doubled during COVID, overcame recent dips, and stayed resilient through challenges. Paige explains the importance of prioritization, transparency, and smart financial management in scaling a business. She highlights why being industry-agnostic has given Tree Ring Digital a competitive edge. Her story is a blend of perseverance, adaptability, and strategic growth every small business owner can learn from. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Paige Wiese said the hardest thing in growing a small business is having the confidence and resilience to stick with it through the ups and downs. She emphasized that challenges and setbacks are inevitable, but staying committed and pushing forward makes all the difference. What's your favorite business book that has helped you the most? Paige Wiese shared that one of her favorite business books is “Do Less”, which helped her understand the importance of not saying yes to everything and focusing on what truly matters by getting unnecessary tasks off her plate. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Paige Wiese emphasizes learning through mentors, self-teaching, and real conversations over traditional study. She's been featured on Mission Matters (digital asset control), Building the Business (slowing down to speed up growth), and Grow My Accounting Practice (scaling with marketing). Paige highlights the value of extracting small, actionable insights from books, podcasts, and networking. She also recommends shows like Masters of Scale for growth strategies and Manager Tools for leadership and team development. What tool or resource would you recommend to grow a small business? Paige Wiese recommends using practical tools and systems to support business growth, starting with digital asset management to secure domains, websites, and brand accounts. She highlights the value of QuickBooks for financial tracking and project management tools like Asana or Trello to streamline workflows. To grow smarter, she suggests leveraging Google Analytics and Search Console for data-driven decisions, while also emphasizing the importance of continuous learning, mentorship, and checklists to stay resilient and adaptable. What advice would you give yourself on day one of starting out in business? Paige Wiese said the advice she would give herself on day one of starting out is: “You can do it. It's going to come with some challenges, but you've got this.” Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: Prioritization is the key to delivering real value, not just checking off tasks – Paige Wiese Know your numbers—without metrics, you can't measure true growth – Paige Wiese Success is producing quality work while building long-term relationships – Paige Wiese
Analiza Ong is Owner at JVMR AgriBiz. JVMR AgriBiz is an agri farm breeding ZamPen Native Chicken and selling them to restaurants and food suppliers. As cheaper alternative chicken feeds, they are also breeding Black Soldier Fly Larvae, with high nutritional content that chickens love to eat. These innovations are in collaboration with researchers from Western Mindanao State University and Region IX in efforts to achieve food sustainability in Zamboanga Peninsula. This episode is recorded live at WMSU ATBI, agri-aqua technology business incubator of Western Mindanao State University in Zamboanga City.In this episode | 01:17 Ano ang JVMR AgriBiz? | 07:22 What problem is being solved? | 11:23 What solution is being provided? | 23:30 What are stories behind the startup? | 31:26 What is the vision? | 35:08 How can listeners find more information?JVMR AGRIBIZ | Facebook: https://facebook.com/profile.php?id=100083209548575WMSU ATBI | Facebook: https://facebook.com/wmsuatbiTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
Overview: Exploring Results Software with CEO Sam Saab and CRO Bob Lewis In this episode of the SMB Community Podcast, host James Kernan interviews Sam Saab, CEO and Founder, and Bob Lewis, Chief Revenue Officer of Results Software. The discussion covers the origins of the company, the features and functionalities of their software, and their focus on servicing various industry verticals such as construction, field services, and professional services. They elaborate on the company's a la carte licensing model, their channel partner program, and provide insights into the types of clients who benefit most from their software. The episode also highlights the recent launch of the 'Results for MSPs' program and the integration with QuickBooks. --- Chapter Markers: 00:00 Introduction and Welcome 00:26Meet the Guests: Sam Saab and Bob Lewis 01:18 Background Stories: Sam and Bob's Journey 03:01 Overview of Results Software 04:33 Capabilities of the Software 08:16 Typical Clients and Use Cases 12:10 Channel Program and Partner Opportunities 17:21 Contact Information and Final Thoughts 19:04 Conclusion and Farewell --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Most agencies don't make it 25 years but Bill Swanston's has. From surviving 9/11 to leading a 30-person team through COVID, Bill shares how Bosun (formerly Frederick Swanston) adapted, learned to love KPIs, empowered their team, and even pulled off a successful rebrand. His story proves you can survive the toughest agency seasons and come out stronger—if you track the right numbers, avoid “superclient” risk, and learn to truly let go. What You'll Learn Why resilience (not just growth hacks) is the real agency survival skill How ignoring KPIs almost cost the agency big—and how to avoid that mistake Why letting go of control is the only way to grow past founder-dependence What a rebrand really signals about an agency's maturity and leadership shift The hidden dangers of relying on a “superclient” Key Takeaways Keep overhead light in uncertain times—it gives you room to maneuver when crises hit. Track your KPIs like a client project: salaries as % of AGI, AGI per employee, revenue per client. Don't rely on a single client for survival—client concentration is a silent killer. Empower your team early—you can't scale if you're reviewing every deliverable yourself. Rebrands work when they reflect a cultural shift—not just a new logo. What does it really take to keep an agency alive through market crashes, pandemics, and the endless grind without burning out or losing your edge? Today's featured guest will unpack his journey from starting in a basement with a couple of clients to leading a 30-person team through some of the toughest seasons an agency can face. From navigating financial blind spots to learning how to actually let go and trust his team, and the reason the agency's 25th anniversary actually marked a big shift with a new rebrand. Bill Swanston is the president and founder of Bosun, an Atlanta-based agency that just celebrated its 25th anniversary. Formerly known as Frederick Swanston, the agency has weathered market crashes, client shakeups, and a pandemic while building a powerhouse team with deep creative and digital chops. In this episode, we'll discuss: The challenges that really tested the agency's resilience. How learning to love KPIs saved the business. Why rebrand after 25 years? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Building Through Adversity and Surviving 9/11 After moving back to Atlanta from New York, Bill was freelancing at BBDO and thinking about switching to smaller agency. As he saw it, it was better to be a big fish in a smaller pond. Unfortunately, his gig at the smaller agency was short lived, since the agency shut down for good. Instead of packing it in, Bill and his partner Scott Frederick grabbed a few clients, set up shop in a basement, and got to work. Built-in revenue gave them a smoother start than most scrappy entrepreneurs, but reality set in quickly. By the early 2000s, they were hit hard by 9/11 and its ripple effect on corporate events. It was a reminder that whether you're at a big holding company or running your own small shop, stability is often an illusion. Surviving those first waves meant keeping overhead light, grinding it out, and learning how to adapt before the word “pivot” became a business cliché. The Challenge that Really Tested the Agency's Resilience Partnerships can make or break an agency and Bill admits the early years with his partner had their rough patches, not as creatives, but as business owners learning how to disagree productively. Over time, their different strengths meshed into what became a powerful leadership duo. But nothing tested the agency quite like COVID. With a staff of 30 suddenly looking to them for answers, the partners had to act fast. They slashed salaries, cut their own pay completely, and relied on federal relief programs like PPP loans to keep the team intact. That lifeline, combined with quick adjustments, got them back on track. As Bill put it, “It was the absolute worst period of time for the agency. But we came out stronger because we had no choice but to figure it out fast.” From Gut Instinct to KPIs That Saved the Business Like a lot of creative-led shops, Bill and his partner weren't exactly obsessed with financial metrics at first. According to Bill, they mostly leaned on QuickBooks, check-writing, and gut instincts. That worked until it didn't. By the time they realized improprieties had slipped under the radar, they knew it was time to upgrade. Today, they track everything from salaries as a percentage of adjusted gross income to AGI per employee to recurring revenue versus project-based work. They also look at revenue per client to ensure there isn't any one account that is overwhelming the team. Like many agencies, they had this happen at one point, with a client that accounted for 50% of their billing. He remembers being scared once this client started to dwindle as a result of the ‘08 crisis, which taught him the danger of relying on superclients that can walk away and take half your revenue with them. Bill stresses that KPIs aren't about being a math whiz, but about having clarity. Knowing your true profitability by client or department means you stop guessing and start making better decisions. “We do it for our clients,” he said, “so we've got to do it for ourselves too.” Nowadays, he works with an external CPA and an internal comptroller who help him keep an eye on the agency's finances. Pro tip: If you're not yet at the point where you can have a CFO but don't know where to start to assess your agency's financials, use askquick.ai. It's a tool developed by Jason and his team that'll help you figure out your most profitable clients, assess your financial red flags, measure your KPIs, and more. Learning to Let Go and Empower the Team For the first decade, Bill and Scott were deep in the weeds, reviewing every creative output, managing every account, carrying the business on their backs. Eventually, the workload became too much and they had to learn how to trust others. Empowering team members to make real decisions wasn't easy. It started organically as new hires took over account management, media, and digital responsibilities. Over time, Bill realized the work improved when people felt ownership and felt empowered to shape the agency. “The ability to let go and trust others is essential to grow your agency,” he says. This trust not only gave the agency room to grow but also gave Bill and Scott the freedom to step back from being prisoners of their own business. Why Would a 25 Year Old Agency Rebrand Now? After two and a half decades as Frederick Swanston, the founders made the bold move to rebrand as Bosun to better reflect what they'd become. The decision was about more than a new logo. According to Bill, keeping their surnames in the brand felt too self-centered and didn't reflect the agency's culture. The rebrand signaled a shift: it's not about Bill or Scott anymore. It's about the team, the clients, and the relationships that actually fuel the work. While rebrands often make clients nervous, Bill said the transition was seamless. In fact, many partners celebrated alongside them, proving that strong relationships matter more than the name on the door. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
In today's episode, Rafael Cortez is joined by Amanda Webster, the Chief Revenue Officer at Accruity, a leading financial advisory firm. With over two decades of experience, Amanda shares her insights on how real estate investors and professionals can optimize their financial strategies to save money, grow their revenue, and navigate the complex world of taxes.Amanda Webster is an expert in financial strategy for real estate professionals, including investors, construction companies, brokerages, and property management firms. As a military spouse and mother of five, she brings the same resilience, dedication, and strategic thinking to her work as she does to her family life.We cover:1️⃣ Why your CPA might not be the right fit for your real estate business (and how to find the right one)2️⃣ How to legally offset tax liabilities and keep more of your profits
How are you tracking payments in your business? Are you confident your cash flow systems protect you from delays, fraud, or double brokering? Tune in today with our guests, Cristina Belaval of Freight Collection Solutions Law Group and Janie Mae Howerton of Profit 4 Growth! Cristina and Janie Mae break down best practices for payment collection, why early intervention is the key to keeping your transportation business healthy, using AR Aging Detail Reports, QuickBooks, and TMS systems to stay on top of receivables, plus when and how to step in with calls, documentation, and attorney support if payments stretch past 60-90 days. We also discuss fraud prevention, from spotting red flags in load documentation to checking broker bonds, how contracts can protect your business assets, options for small carriers, such as working with collection companies or local small claims courts, and the significance of monthly legal consultations. At the end of the day, running a freight business means wearing the CEO hat, managing cash flow, protecting assets, and understanding that we run the economy, so we deserve to get paid for the work we do. Stay tuned!
Troy dela Cruz is Co-Owner at Camino Restaurant. Cris Fe Tuballa is Manager at Camino Restaurant. Camino Restaurant is one of the OG restaurants in Zamboanga serving Filipino food. They're also serving Ilonggo dishes and recently, ZamPen Native Chicken dishes. Try their ZamPen Native Chicken Inasal for only Php 200 (with unli rice!). What's exciting with the ZamPen Native Chicken dishes of Camino Restaurant is that this is in collaboration with researchers from Western Mindanao State University. They found a way to make ZamPen Native Chicken very scrumptious and mouthwatering while retaining the chickens being free roaming with that level of protein that we want. This is also part of Region IX's efforts to have food sustainability in Zamboanga Peninsula. This episode is recorded live at WMSU ATBI, agri-aqua technology business incubator of Western Mindanao State University in Zamboanga City.In this episode:00:00 Introduction01:02 Ano ang Camino Restaurant?06:04 What problem is being solved? 12:12 What solution is being provided? 18:06 What are stories behind the startup? 45:38 What is the vision? 48:20 How can listeners find more information?CAMINO RESTAURANTFacebook: https://facebook.com/profile.php?id=61567343264683WMSU ATBIFacebook: https://facebook.com/wmsuatbiTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assemblyAFWA - https://uqb.promo/afwaConverting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.LINKSAlicia's book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsRightTool.app - mention ROYALWISE for 20% off the Pro versionAttachment Conversion: https://snip.ly/UQAPAttach Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversionhttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:58) - Understanding Migration vs. Conversion (02:35) - Challenges in Migrating Payroll (05:50) - The Importance of Admin Roles (17:41) - Migrating Attachments (23:04) - Practical Tips for Migration (30:26) - Upcoming Events and Conferences
As a business owner, bookkeeper, or accountant, you want to make sure that you are utilizing your time as wisely as possible, which includes processing your bookkeeping in the most efficient way possible. There are many options for you to do this when you are using a computerized software system for your bookkeeping, but making sure you are utilizing each option to its fullest extent will ensure you are saving the time you are setting out to achieve. If you are using QuickBooks Desktop or QuickBooks Online, bank feeds are one area where you can save time. In today's podcast episode, I'm talking about how bank feeds can save you time, as well as a few of the pitfalls that you need to avoid so you can feel confident knowing that you can rely on your financial statements being accurate. 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 a virtual assistant or VA, gaining efficiency with your bookkeeping by using bank feeds can be a game changer in how you record your transactions in your bookkeeping software, and having the peace of mind that you are doing it correctly will help with any self-doubt that may be holding you back from doing your bookkeeping on a routine basis… 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.
Jeffrey Sereño is Owner at Cafelayan Hydroponic Farm and Cafelayan Lettuce Chips. Cafelayan Hydroponic Farm is selling freshly picked lettuce in different varieties from their greenhouse system in Zamboanga, and their seeds are imported from Europe. Cafelayan Lettuce Chips is a sustainability-driven enterprise transforming farm surplus into planet-friendly snacks, featuring seed-embedded packaging through the #GrowYourSnack campaign. Cafelayan Lettuce Chips is a must-try alternative healthy and crunchy snack! This episode is recorded live at WMSU ATBI, agri-aqua technology business incubator of Western Mindanao State University in Zamboanga City.In this episode | 00:55 Ano ang Cafelayan Hydroponic Farm? | 01:52 What problem is being solved? | 09:01 What solution is being provided? | 23:23 What are stories behind the startup? | 45:21 What is the vision? | 48:54 How can listeners find more information?CAFELAYAN HYDROPONIC FARM | Facebook: https://facebook.com/freeylettuceCAFELAYAN LETTUCE CHIPSFacebook: https://facebook.com/profile.php?id=61556817142217WMSU ATBI | Facebook: https://facebook.com/wmsuatbiTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
When to Move Beyond QuickBooks -CFO Insights for Growing Businesses EP321 of Profit With A Plan Podcast Released September 30, 2025 Guest: Laresa McIntyre - Founder and Fractional CFO | Rockbridge CFO Host: Marcia Riner- Business Growth Strategist | Infinite Profit®
Could you be letting thousands of dollars slip through your fingers by not understanding the latest tax laws? Renowned tax strategy expert Tyler McBroom is on the 365 Driven podcast to uncover essential tax savings strategies every business owner should know. With the year-end looming, Tyler reveals the significance of proactive tax planning and how leveraging the right tax codes can allow you to reinvest in your business rather than handing over your hard-earned money to the IRS. Tyler breaks down recent tax legislation changes, clarifying deductions that benefit both individuals and business owners. Tyler demystifies the often confusing terrain of tax deductions, like those for overtime and tips, and offers fresh insights into payroll taxes and Social Security. Get acquainted with the $6,000 senior deduction for those over 65 and understand how these shifts can enhance your financial planning, whether you're itemizing or taking the standard deduction. Whether you're a new S-corp owner, a seasoned entrepreneur, or someone managing a side hustle, understanding the tax advantages available to you can lead to significant savings. From the nuances of LLCs and maintaining accurate records with tools like QuickBooks, to maximizing deductions through bonus depreciation and home office claims, this episode is packed with actionable insights. Together, Tyler and Tony stress the importance of scheduling proactive meetings with your accountant, especially as the holiday rush draws near, so you can optimize your tax strategy and ensure your financial decisions are timely and effective. Key highlights: Tax Savings Strategies for Business Owners Tax Deductions Simplified for Individuals Tax Advantages for Business Owners Tax Benefits of Bonus Depreciation Maximizing Home Office Tax Deductions Tax Planning Strategies for Business Owners Connect with Tyler McBroom: Instagram: @tylermcbroom Connect with Tony Whatley: Website: 365driven.com Instagram: @365driven Facebook: 365 Driven
Starting a contracting company doesn't require a huge nest egg—smart cash flow management and the right systems are more important than having six figures in the bank.• Commercial contracting requires significant cash reserves due to 30-60 day payment terms• Residential contracting has more flexible cash requirements, especially with weekly invoicing• Basic startup costs include licensing ($200-500), insurance ($1,500-3,000/year), and minimal marketing• Weekly invoicing strategy: bill for next week's work to maintain positive cash flow• This approach creates natural client checkpoints and prevents end-of-project issues• Capture all non-billable hours in your pricing (estimates, material runs, bookkeeping)• Avoid unnecessary startup expenses like new trucks, office space, or expensive software• Focus on essentials first: QuickBooks, Google Workspace, and basic marketing materials• Set up proper systems from day one rather than trying to fix problems later• If you're young with few responsibilities, now is the time to take the entrepreneurial leapReady to get started? Visit prostruct360.com or contractorcuts.com and contact us for help setting up your systems correctly from the beginning.Join us January 11–13 in Nashville for the Chart the Course 2026 Planning Retreat. Sign up now and get three free coaching sessions before the event to finish 2025 strong and hit 2026 with a clear game plan. At the retreat, you'll tackle systems, hiring, marketing, and leadership alongside ambitious contractors, leaving with a blueprint for growth. Spots are limited—visit prostruct360.com to learn more!Have a question or an idea to improve the podcast? Email us at team@prostruct360.com Want to learn more about our software or coaching? Visit our website at ProStruct360.com
Arpi Lahaman is Marketing Manager at RuRu Mushrooms. RuRu Mushrooms produces export-quality mushroom chips, available in four flavors: natural, garlic, sour cream, and spicy barbecue. RuRu Mushrooms has their own mushroom farm in Zamboanga City where they cultivate their mushrooms, harvest, prepare, and package for distribution. This episode is recorded live at WMSU ATBI, agri-aqua technology business incubator of Western Mindanao State University in Zamboanga City.In this episode | 01:01 Ano ang RuRu Mushrooms? | 02:17 What problem is being solved? | 10:13 What solution is being provided? | 17:23 What are stories behind the startup? | 42:15 What is the vision? | 44:51 How can listeners find more information?RURU MUSHROOMS | Facebook: https://facebook.com/rurumushrooomsWMSU ATBI | Facebook: https://facebook.com/wmsuatbiTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
Dionne Lara Herwig is Project Staff at WMSU ATBI. WMSU ATBI is the Agri-Aqua Technology Business Incubator of Western Mindanao State University. WMSU ATBI is supporting and nurturing business startups in the agriculture and food techno-enterprise industries. This episode is recorded live at WMSU ATBI, agri-aqua technology business incubator of Western Mindanao State University in Zamboanga City.In this episode | 01:09 Ano ang WMSU ATBI? | 02:01 What services are provided by the incubator? | 05:15 What type of startups are supported by the incubator? | 08:06 How can interested startups join? | 16:27 What is the story behind the incubator? | 26:58 How is the startup ecosystem in Zamboanga? | 32:02 What are future plans for the incubator? | 39:01 How can listeners find more information?WMSU ATBI | Facebook: https://facebook.com/wmsuatbiTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
Tommy Walker was the first marketing hire at Shopify Plus and Global Editor-in-Chief at QuickBooks. Now he runs The Content Studio, a content consultancy for Fortune 1000s and B2B startups. Top 3 Value Bombs 1. Narrative design is more than storytelling. It's the strategic evolution of a brand's voice over time. 2. Understanding wants vs. needs is crucial. What your audience thinks they want isn't always what they truly need. 3. Businesses fail to resonate when they forget the human conflicts and cast of characters shaping their customers' decisions. Connect with Tommy on LinkedIn and stay tuned for his narrative design course - Tommy Walker LinkedIn Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Thrivetime Show - Attend the world's highest rated business growth workshop taught personally by Clay Clark and featuring Football Star and Entrepreneur, Tim Tebow and President Trump's Son Eric Trump at ThrivetimeShow.com/eofire. Gelt - Your year-round tax partner built for entrepreneurs, business owners, investors, and high net-worth individuals who want to keep more of what they earn. Get a personalized consultation and 10 percent off your first year when you mention Entrepreneurs on Fire. Visit JoinGelt.com/eof.
In episode 579 of Lawyerist Podcast, learn how to manage your IOLTA accounts correctly and avoid disciplinary pitfalls. Stephanie Everett talks with Amy Woods, founder of IOLTA Consulting, about the most common mistakes lawyers make with trust accounts and what to do instead. Amy explains why outstanding checks can create big compliance risks, what escheatment rules really require, and why three-way reconciliation is a must. She also breaks down why QuickBooks alone isn't enough and how a few simple steps can keep you out of trouble. Lawyers will walk away with clear guidance to safeguard client funds, prepare for audits, and protect their law licenses. Listen to our other episodes on risk management & ethics: #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN #543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN #447 – Managing Risk in Your Firm, with Allison Shields Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Bots in Job Interviews and Introduction 04:14 – Meet Amy Woods: IOLTA Consulting 05:14 – Why Trust Accounts Feel Like a “Ticking Time Bomb” 06:58 – Common Mistakes Lawyers Miss 09:22 – Escheatment & Outstanding Checks 12:30 – Penalties, Interest & Voluntary Disclosure 14:31 – Retainer Clauses & Small Check Workarounds 16:18 – Three-Way Reconciliation Explained 18:00 – QuickBooks vs. Legal-Specific Tools 21:43 – One Account, Many Clients: Why Details Matter 23:55 – Amy's Compliance Review Service 25:08 – Real Consequences: From Penalties to Disbarment 26:26 – Final Takeaways
SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsAFWA - https://uqb.promo/afwaAlicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloadable cleared check images and instant payment options, plus upcoming ProAdvisor resources and training opportunities. The episode wraps with Alicia's conference schedule including Women Who Count, Intuit Connect, and the Reframe conference.LinksIn the Know Sept 18, 2025 Episode Recording: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e9-intuit-enterprise-suite/Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/PVuaz3W2RbiLBCXnLLir_September2025__ProAdvisor_InTheKnow_Handout.pdfAccounting Agents Toolkit: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_usAlicia's Newest Trainings:QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/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 Pocast (02:04) - ProAdvisor News and Announcements (11:45) - Bill Payment Release Approvals (16:56) - Check Remittance and Faster Payment Options (25:10) - Personal Updates and Upcoming Classes (27:10) - Conference Trifecta and Closing Remarks
Thanks to our partners Promotive and Wicked FileAuto shops aren't going broke because they charge too little—they're going broke because they're measuring wrong. In this episode, CPA and host Hunt Demerest unpacks the gap between what your shop management system tells you and what your financials know to be true. From the hidden drag of switching techs from flat rate to hourly to the simple tweak that makes your software reflect real costs, Hunt shows you how to surface the problem (productivity vs. pricing) and correct course—before your margins get cut in half.What you'll learn:02:20 – Expectation vs. reality: SMS shows 75% gross profit—but QuickBooks shows ~50%.04:38 – The pivot that broke the math: moving techs from flat rate to hourly + production drop.06:52 – Why unchecked hourly pay halves margins—and why it's so hard to fix later.09:12 – “Productivity” isn't just techs: counter, invoicing, parts, layout, communication.13:55 – Pricing sanity check: book time vs. your actual time; efficiency vs. productivity.16:04 – The core software issue: SMS assumes techs are only paid when you're paid.18:23 – The fix: compare SMS “expected” labor cost to QuickBooks actuals and adjust: set a shop-wide uplift % or per-tech rates, include benefits, vacation, unpaid work, bonuses, aim to slightly overstate costs (~5%) so you're pleasantly surprised at month-end.32:16 – Wrap: Most shops have a productivity and pricing problem—use SMS truthing to see it sooner.Key takeawaysFlat rate manages downside; hourly requires management. If hourly productivity slides from ~40 flagged hours to ~20, your margin vanishes.Don't let software mask reality. If SMS says 75% gross profit but financials show ~50%, trust the books and recalibrate SMS.Blend the cure. You rarely fix a major productivity problem only with pricing—and you can't price your way out of operational drag.Make SMS reflect true cost. Start shop-wide: if SMS shows $10k labor cost but QuickBooks shows $12k, increase internal tech rates by +20% (then refine per-tech if needed).Target “conservative accuracy.” Slightly overstating cost protects your bottom line morebthan rosy math ever will.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 Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books...
In episode 579 of Lawyerist Podcast, learn how to manage your IOLTA accounts correctly and avoid disciplinary pitfalls. Stephanie Everett talks with Amy Woods, founder of IOLTA Consulting, about the most common mistakes lawyers make with trust accounts and what to do instead. Amy explains why outstanding checks can create big compliance risks, what escheatment rules really require, and why three-way reconciliation is a must. She also breaks down why QuickBooks alone isn't enough and how a few simple steps can keep you out of trouble. Lawyers will walk away with clear guidance to safeguard client funds, prepare for audits, and protect their law licenses. Listen to our other episodes on risk management & ethics: #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN #543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN #447 – Managing Risk in Your Firm, with Allison Shields Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Bots in Job Interviews and Introduction 04:14 – Meet Amy Woods: IOLTA Consulting 05:14 – Why Trust Accounts Feel Like a “Ticking Time Bomb” 06:58 – Common Mistakes Lawyers Miss 09:22 – Escheatment & Outstanding Checks 12:30 – Penalties, Interest & Voluntary Disclosure 14:31 – Retainer Clauses & Small Check Workarounds 16:18 – Three-Way Reconciliation Explained 18:00 – QuickBooks vs. Legal-Specific Tools 21:43 – One Account, Many Clients: Why Details Matter 23:55 – Amy's Compliance Review Service 25:08 – Real Consequences: From Penalties to Disbarment 26:26 – Final Takeaways Learn more about your ad choices. Visit megaphone.fm/adchoices
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Most agency owners stumble into their first business almost by accident, learning as they go. But have you ever considered buying your first agency as a way to enter the industry with a head start? The right acquisition can give you an established team eager to keep growing, a base of engaged clients, and strong positioning in the market. Today's featured guest took this path and is now the proud owner of a thriving agency. He always knew he wanted to run his own business, and when it came time to choose an industry, the agency model was the perfect fit for his love of project management and tech. He shares how he chose and purchased his agency, why he was fortunate to instantly click with the previous owner, the kind of deal structure he recommends for these situations, and the lessons he's learned along the way. Zander Barth is the Director of Colophon New Media, a website development and digital marketing agency in Charleston, South Carolina. He isn't your typical agency owner since he didn't start his agency from scratch. Before that, he was managing boiler houses and wastewater plants as a chemical engineer. His path went from factory floors and Tesla consulting gigs to agency owner. In this episode, we'll discuss: Why buy instead of build an agency from scratch? Retaining clients and culture in an ownership transition. Acquisition deal structure: earnouts, financings, and gotchas. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Buy vs Build: Why Acquistion Wins Most agency stories start the same way: someone freelances, gets referrals, and suddenly they're running an agency. Not Zander. Having always wanted to work for himself, he was set on finding a business to acquire after realizing he didn't want to stay in the corporate grind. Instead of an MBA, he gave himself what he calls a “redneck MBA”—a crash course in QuickBooks, masterclasses, and every free course he could get his hands on. His search started broad. He looked at electrical contractors, engineering firms, and everything in between. But when a broker introduced him to Colophon New Media, something clicked. The agency world lined up with his love for project management, customer communication, and tech. He hit it off with the founder, who was ready to retire, and within four months, Zander was under a Letter of Intent (LOI). The Transition: Keeping Clients and Culture Intact One of the biggest risks in buying an agency is losing clients or losing the team. But Zander got lucky. The founder stayed on for six months to ease the transition, the team had incredible tenure (average of 8–10 years), and clients stuck around. Instead of turnover chaos, he stepped into a culture that was already strong. What he focused on was core values. He knew the agency's success was built on the team's shared beliefs and long-term commitment. His goal: protect that culture while adding new faces who align with it. Processes and systems matter, but at the end of the day, it's the people and values that keep clients around. The Deal: No Earnout, Straightforward SBA Financing Zander's purchase deal was simple: 10% equity down 10% seller note 80% SBA loan (7A) No earnout. Was it risky? Maybe. But for him, it worked because he and the seller had great rapport. They respected each other, and shared the goal of keeping clients happy and the agency thriving. However, Zander is very aware of how lucky he was and that is not always the case. So his advice for agency owners is to structure the deal in a way that people are incentivized to help the business grow after they're gone. Pro tip: Before buying, always ask the seller why they're really selling. Burnout, boredom, or just wanting to hit the road in an RV with their spouse - it all matters. If their motivations align with your vision, you've got a shot at a smooth handoff. Surprises, Gotchas, and the Role of Luck in Acquisition Every acquisition has surprises. For Zander, it wasn't massive skeletons in the closet but rather small bits of “tribal knowledge” that came up months later. Old client quirks, history buried deep, the stuff you don't see in due diligence. His mindset was just to roll with it. “I just try to get good at riding the wave,” he said. And he's honest about it: luck played a big role. You can prep all you want, but signing a deal that puts you on the hook for big debt is scary. You've got to trust your gut on the seller and back yourself to figure out the rest. Zander's advice is to make sure you vibe with the seller. As odd as it sounds, there's nothing more important in his experience than feeling he was able to truly understand the seller. He wanted someone who was really proud of their legacy and willing to grow and protect it. How AI is Shaping M&A and Agency Operations Back when he bought the agency, Zander was still not using AI in both due diligence and agency work. Now, however, he's building “co-pilot bots” to analyze data, troubleshoot, and even stress-test M&A opportunities. His advice for other agency owners: if you're not using AI daily, you're leaving efficiency—and insights—on the table. AI won't always 100% right, but it gets you thinking differently. For M&A especially, tools like ChatGPT can surface blind spots you didn't even know existed. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
Ralph Banias is Co-Founder at FTVETS (BioSiga). BioSiga is a research product being pitched by FTVETS, an organization of technical educators. BioSiga is a substitute for charcoals made from banana peels. They state that research shows that briquettes made from banana peels can still provide similar embering effect but with less impact to the environment, at the same utilizing waste banana peels found in landfills. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:00 Ano ang FTVETS (BioSiga)? | 01:48 What problem is being solved? | 04:39 What solution is being provided? | 17:20 What are stories behind the startup? | 27:45 What is the vision? | 31:34 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:Yspaces: https://knowyourspaceph.comApeiron: https://apeirongrp.comTwala: https://twala.ioSymph: https://symph.coSecuna: https://secuna.ioRed Circle Global: https://redcircleglobal.comMaroonStudios: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
This week, we're diving into the best apps for your business — the tools that help you work smarter, not harder. If you're not using these, you're wasting time and stunting growth. From automating social posts to competitive research to bookkeeping, I'm breaking down the platforms that will actually move the needle. ⏱ Timestamps: 00:00 – Intro – September hustle & holiday prep 01:20 – Why bundles beat discounts + payment plan strategy 03:00 – Sponsor shoutout: Fern Whitening Supplies – pro whitening & gems, longest shelf life, no sensitivity 04:12 – Social media app #1: Metricool – scheduling, analytics, competitor tracking 07:15 – Social media app #2: OpusClip – AI video editing & hook finder 10:00 – Social media app #3: Canva – design anything, from posts to pricing menus 13:20 – SEO + research apps: SEMrush & SimilarWeb – keyword audits & competitor traffic hacks 20:00 – Why website traffic > follower counts (don't believe the fake hype) 25:00 – Bookkeeping apps: QuickBooks, HoneyBook, Xero – tracking $$ without stress 29:00 – Recap – Smarter apps = holiday-ready business
While we often view bookkeepers as the magicians of our business finances, appreciating their attention to detail, their ability to categorize and match debits and credits, and for keeping our finances organized, there also exists the perception of a gap between the business owner's and the bookkeeper's knowledge of how money works. This lack of understanding can lead to miscommunications and underappreciation for the work that therapists or bookkeepers do. Sara Walls has seen both sides of the coin, having experienced being the therapist who needed help managing the business finances to becoming the bookkeeper who now helps therapists with their money. She actually left private practice for a few years until she discovered additional tools like Profit First by Mike Michalowicz and Linzy's course, “Money Skills for Therapists” (links below). In fact, one of her biggest realizations that helped push her to pursue help is summarized nicely with this quote: (00:06:17) "It became clear the more I got into it that what I didn't know was how much I could actually afford to pay myself, when I could pay myself, how consistently I could pay myself, exactly how much I should be saving for taxes." - Sara Walls Learn about her journey from therapist to bookkeeper for therapists, some financial management tips for neurodivergent private practice owners, ways to develop good financial habits to reduce stress about money and gain a deeper understanding of what a good bookkeeper can do for your business. Reducing Stress and Enhancing Financial Management with Accountability (00:02:45) Bookkeepers' Unrecognized Complexity in Accounting Profession (00:08:45) Therapist turned Bookkeeper shares financial insights (00:19:10) Bookkeepers: Undervalued and Underpaid Professionals (00:20:58) Routine Financial Engagement for Reduced Money Stress (00:28:44) Financial Co-Regulation for Enhanced Accountability (00:30:37) Financial Literacy Training for Therapists Establishing Open Lines of Communication & Good Financial Habits for Long-Term Success Finding an aligned service provider when it comes to your business finances may require an interview or other setting where you can determine their level of transparency, their defensiveness or openness when you ask questions, and their expectation of your two roles in the business relationship. Some bookkeepers may gatekeep as their defensive reaction to “protecting” their value. Similarly, some practice owners may not recognize the complexity of the work required to keep the business finances straight. Here are immediate ways to improve your bookkeeping and financial management skills in your therapy practice: Establish a financial routine: Regularly approach your finances, whether it's checking your bank app, updating spreadsheets, or using accounting software like QuickBooks. Systemize & organize: Keep track of your income and expenses systematically to avoid falling behind, implementing some automation and delegation to help along the way. Learn basic accounting: Seek basic understanding of financial concepts like debits and credits. This knowledge can empower you to manage your finances more effectively. Find assistance & accountability: Work with a qualified bookkeeper who understands the specific needs of therapists and small business owners and who openly answers your questions and provides transparency. Avoid the “it's a write-off!” trap: While deductions are beneficial, ensure you have enough cash flow to pay yourself and set aside funds for...
This Day in Legal History: Little Rock NineOn September 23, 1957, nine African American students, later known as the Little Rock Nine, were barred from entering Central High School in Little Rock, Arkansas, despite a federal court order mandating desegregation. This confrontation became a pivotal moment in the civil rights movement and a key test of federal authority to enforce the Supreme Court's 1954 decision in Brown v. Board of Education, which declared racial segregation in public schools unconstitutional.Arkansas Governor Orval Faubus had deployed the National Guard earlier that month to prevent the students from entering the school, citing concerns about public safety. On September 23, the students attempted to enter the school through a side door. Although they briefly succeeded, a growing and increasingly violent white mob outside forced officials to remove the students for their safety. The local police were unable to contain the mob, highlighting the state's failure to comply with federal law.The national spotlight turned sharply toward Little Rock, prompting President Dwight D. Eisenhower to intervene. The next day, September 24, he federalized the Arkansas National Guard and sent in the 101st Airborne Division to enforce the students' right to attend the school, which they did under armed guard on September 25.This event marked the first time since Reconstruction that federal troops were used in the South to enforce civil rights. It underscored the constitutional principle of federal supremacy and the power of the federal government to uphold civil rights against state resistance.President Trump is set to sign an executive order this week confirming that a proposed deal to restructure TikTok's U.S. operations will satisfy the 2024 law requiring divestment from its Chinese parent, ByteDance. Under the arrangement, ByteDance would retain less than 20% ownership, while American investors—including Trump-aligned figures like Lachlan Murdoch, Larry Ellison, and Michael Dell—would take control of the U.S. business. The restructuring would install a U.S.-based board with national security credentials, aiming to quell longstanding fears that TikTok user data could be accessed by the Chinese government.The executive order also pauses enforcement of the divestment mandate for 120 days, buying time to finalize the deal and secure regulatory sign-offs. While the U.S. government will not take a board seat or a “golden share,” it remains unclear whether the final agreement will involve any direct financial benefit to the federal government. Still, Trump's fingerprints are all over the transaction, from its nationalistic framing to the prominent role of political allies in the investor pool. He's even credited TikTok with helping him connect to young voters—a not-so-subtle nod to the platform's political utility heading into 2026.This deal marks rare progress in U.S.-China economic talks, which have been largely stalled amid broader trade tensions. But it also reflects a larger trend: Trump's willingness to insert the federal government directly into private sector negotiations, whether by greenlighting chip exports to China or taking equity in major tech firms. Critics argue such moves undermine free-market principles and risk long-term damage to U.S. competitiveness. Supporters, however, see it as strategic economic defense.In short, Trump's TikTok solution is part national security play, part corporate reshuffling, and part political theater. Whether it holds up legally—or operationally—may matter less than the narrative: the U.S. regaining control of a culturally dominant platform while sidelining Beijing.Lachlan Murdoch, Michael Dell, Ellison involved in TikTok deal, Trump says | ReutersTrump will sign order declaring TikTok deal meets 2024 law requirements | ReutersK&L Gates is closing its Beijing office, becoming the latest U.S. law firm to retreat from China amid ongoing geopolitical tensions and a sluggish legal market. The Pittsburgh-based firm will consolidate its Beijing operations into its Shanghai office following a leadership review of global strategy and real estate. The move comes under new global managing partner Stacy Ackermann, who took the helm in July.Though K&L Gates will maintain a presence in Shanghai, Hong Kong, and elsewhere in Asia, its exit from Beijing reflects a broader trend. Over the past two years, major U.S. firms like Wilson Sonsini, Cleary Gottlieb, and Winston & Strawn have also shuttered offices in China due to declining deal flow and increased scrutiny of foreign businesses. While some firms continue to operate in Chinese cities, the heyday of aggressive U.S. legal expansion into China—peaking about a decade ago—appears to be over. The firm's departure underscores the mounting challenges of navigating China's legal environment in an era of strategic decoupling.K&L Gates closes Beijing office as US law firms continue China market retreat | ReutersZillow is facing a new proposed class action lawsuit accusing it of deceiving homebuyers by steering them toward its own network of affiliated agents rather than the actual listing agents. Filed in Seattle, the suit claims Zillow's platform misleads users into contacting agents who financially benefit the company—sometimes giving Zillow as much as 40% of their commissions—without disclosing this arrangement to buyers or sellers.The plaintiff, an Oregon resident, argues that these tactics violate both Washington state consumer protection laws and federal real estate laws by inflating commissions and limiting consumer choice. The suit alleges Zillow's practices result in higher home prices and a lack of transparency about who truly represents the buyer's interests. The legal team behind the suit characterizes Zillow's business model as one that exploits consumers' need for housing to boost profits.Zillow has pushed back, calling the lawsuit a misrepresentation of its operations and defending its model as pro-consumer. This case adds to a growing list of legal challenges for the real estate giant, which is already battling other lawsuits over competition and marketing practices, including one from brokerage Compass and another from Homes.com owner CoStar.New lawsuit accuses Zillow of deceiving home buyers | ReutersMy column for Bloomberg this week argues that as states try to modernize sales tax rules for the digital economy, they should stop framing digital offerings as either “goods” or “services” and start taxing them based on function. The Multistate Tax Commission (MTC) is circulating a proposal to define “automated digital products” as those sold with minimal human intervention. While well-intentioned, this definition is fuzzy and risks creating more confusion than clarity. For example, how do we categorize a chatbot that occasionally escalates to a live agent, or AI tools that require ongoing human training? These gray areas aren't new—states have spent years litigating whether software is tangible, intangible, or a service, and this could be a repeat of that same cycle.Instead of defining digital products by how much human effort goes into delivering them, we should define them by what they do. A Netflix subscription is entertainment. QuickBooks is a productivity tool. Therapy on Zoom is health care. Consumers already experience digital services this way, and tax codes should align accordingly. Function-based categories would mirror existing tax practices, like how business deductions or ticket sales are handled, and would be far easier to scale to emerging technologies.It's true that a functional model still faces edge cases—ChatGPT, for instance, could be research, productivity, or entertainment depending on use. But these are better problems to have than trying to parse human involvement in the delivery pipeline. If states want to tax digital products sensibly, they need a system that reflects how people actually use these tools, not how they're coded or deployed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe
John Fritz Antipuesto, Ahadon Caraing, and Michael Labastida are Co-Founders at Dibuho (Trabahunti). Dibuho is a tech startup creating more than just ideas. Right now, they're developing Trabahunti, which is an AI-driven job search and hiring application for public service employment. Their objective is to streamline, automate, and enhance current initiatives of public service offices in job seeking and employment - to make jobseekers and public service offices match more effectively. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:36 Ano ang Dibuho (Trabahunti)? | 04:51 What problem is being solved? | 08:47 What solution is being provided? | 24:44 What are stories behind the startup? | 37:28 What is the vision? | 43:45 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: https://knowyourspaceph.comAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
Leon Destura, Theo Benedict Pasia, and James Ga-as are Co-Founders at JRL (Weedinator). JRL, now Hawani, is a tech startup making changes one byte at a time. Right now, they're pitching the Weedinator, which is a precision agriculture robot for spraying pesticide to kill out weeds without affecting crops. The Weedinator will help farmers increase their yield without compromising their produce. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:35 Ano ang JRL (Weedinator)? | 05:35 What problem is being solved? | 08:37 What solution is being provided? | 14:40 What are stories behind the startup? | 25:00 What is the vision? | 29:09 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: https://knowyourspaceph.comAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
SponsorsDigits - https://uqb.promo/digitsBluebook - https://uqb.promo/bluebookMakersHub - https://uqb.promo/makershubAFWA - https://uqb.promo/AFWAQuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.ResourcesJeff Siegel, Siegel Solutions: www.siegelsolutions.comQSP: QuickBooks OnlineYouTube Tips and Tricks: Siegel Solutions - YouTubeNew Quickbooks FREE Webinar Registration: Meeting Registration - ZoomCarrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/Dan DeLong, School of Bookkeeping:https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907RightTool.app - mention ROYALWISE for 20% off the Pro versionReframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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 (00:57) - Defining QSP and Its Evolution (02:48) - Benefits and Requirements of the QSP Program (06:05) - Challenges and Changes in the QSP Program (09:42) - QSP's Role in Client Solutions (18:38) - Vendor Partnerships and Commissions (31:29) - Collaborative Community and Support (36:05) - Direct Relationships with Intuit Reps (37:14) - Leveraging QSPs for Complex Migrations (38:00) - Understanding QuickBooks Pricing Programs (39:49) - Benefits of Partnering with CBG (41:19) - Changes in Merchant Services and Preferred Pricing (49:15) - Choosing the Right QSP for Your Needs (57:08) - Exploring Acumatica as an ERP Solution (01:02:09) - Wrap-Up and Future Plans
Nova Grace Palmes, Nelmarjim Luna, and Marvin Estolloso are Co-Founders at LoraCast. LoRaCast is a medical technology startup developing a wireless long-range system for monitoring of vital signs of patients by nurses. LoRaCast uses long range frequency so that vital signs can be monitored accurately and in real-time even across floors and buildings of the hospital. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:21 Ano ang LoRaCast? | 03:51 What problem is being solved? | 07:19 What solution is being provided? | 16:12 What are stories behind the startup? | 25:24 What is the vision? | 32:20 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: https://knowyourspaceph.comAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
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This episode is brought to you by Audible, Quickbooks and Strong Coffee Company. Chase sits down with Nick Kosir — better known as The Dancing Weatherman. Nick opens up about his unexpected viral journey, the behind-the-scenes realities of news media, and how he leveraged his creativity into the booming creator economy. He shares insights into navigating authenticity vs. imitation online, his sobriety journey and how it changed his mental and physical health, and the balance of family, full-time work, and content creation. This episode is equal parts entertaining and inspiring — covering positivity in social media, career pivots, and what it means to live ever forward. Follow Nick @nickkosir Follow Chase @chase_chewning ----- In this episode we discuss... 01:00 – Hydration, studio vibes, and anchorman nostalgia 02:00 – Nick's career path in news and the viral video that changed everything 08:30 – Content rights, Fox 46, and why Coca-Cola couldn't use his video 15:00 – Entering the Creator Economy 23:30 – Why weather personalities thrive online 29:00 – Helping the next generation of creators and professionals 32:00 – How Nick adds his “secret sauce” 36:00 – Building a brand 38:00 – Support from wife and son, the rapping weatherman days 40:00 – Nick's 8-year sober journey, therapy, and breaking free of social anxiety 45:00 – Ever Forward ----- Episode resources: Get you FREE 30-day trial of Audible 30% off Quickbooks for 6 months 15% off Strong Coffee Booster with code CHASE Watch and subscribe on YouTube
Happy National Farm Animal Awareness Week, everyone! In this episode, we're both running on fumes. Mike just got off a redeye flight, having slept maybe three hours total, and is in physical pain. Erin has just returned to normalcy after a week-long "crash out" that started when something fell out of a kitchen cabinet. This was all happening while she was also having a nightmare with QuickBooks and her taxes, manually entering transactions and spending days dehydrated at a co-working space to meet the deadline. Meanwhile, Mike was in Seattle and Bellingham for a wedding, staying in a beautiful, architect designed house on a lake that had some definite signs of wealth. Biggest problem was the Wi-Fi. We also share our thoughts on a rather sad whale museum he visited that had a comically small TV for its theater.We then get into some planning for our upcoming trip to Ohio to ride the Goodyear blimp, debating whether we should fly or drive. We give a PSA for the upcoming Track and Field World Championships in Tokyo before diving into some NFL stories , including a niche Philly Eagles bar in Tokyo , Jalen Hurts' mom's unhinged TikTok posts , a breakdown of which NFL stadium has the most expensive hot dog and the cheapest, and the hilarious story of Hunter Renfrow missing calls from the Panthers because his daughter was watching Bluey. We also react to a bongo performance of the national anthem at a hockey game and give an important update on Erin's garage toad, Toady. We discuss the controversy surrounding comedian Hannah Berner, who is being accused by fellow comedian Kim Congdon of not paying $10,000 for jokes used in her comedy special. We also celebrate the return of the viral "Krispy lady," who finally tried a Krispy Kreme donut. We cover some interesting competitions, like the world record for the fastest 100 meter dash on Legos barefoot and a high stakes boat docking competition in the Chesapeake Bay. We also talk about the man who breakdanced during a city council meeting to protest a property tax hike. Finally, we share the incredibly wholesome tale of a mom who asked the "workmen of the world" to help convince her son to take naps.
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In this episode of the Investing in Impact podcast, I sit down with Yigal Kerszenbaum, Managing Partner at JFF Ventures, to explore how a mission driven investment fund partners with a national nonprofit to expand access, skills, and quality jobs for working adults.Yigal shares his immigrant journey and why it fuels his commitment to opportunity creation.The conversation covers the structure that aligns JFF's nonprofit mission with a return driven venture fund, the rise of AI in the workforce, and concrete portfolio examples that move people from learning to earning.Jobs for the Future is a forty year old national nonprofit focused at the intersection of education and work. Its North Star is to help tens of millions of adults transition into quality jobs. The organization has deep on the ground expertise, with hundreds of practitioners working across all fifty states and strong relationships with community colleges, employers, and public agencies.JFF Ventures is the investment arm aligned to that mission. It operates as a traditional venture capital fund with an impact thesis, backing founders who build products that increase economic mobility for adults earning less than fifty thousand dollars per year. The fund invests in pre seed and seed rounds, typically with an initial check near five hundred thousand dollars and reserves for follow on.Key takeawaysJFF is a forty year old nonprofit with deep networks in education and workforce, JFF Ventures is its aligned venture fundThe fund backs products that move adults from learning to earning, with a focus on those earning under fifty thousand dollars per yearPortfolio companies like Pace AI, Manifest, and Major League Hacking show the thesis in actionAI can both disrupt and enable, the opportunity is to use it to widen access, lower training costs, and improve job performanceThe structure shares financial upside with the nonprofit, reinforcing the mission as companies scale ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.
Engr. Ruel Tuyugon is Innovator at AgriTechnology. AgriTechnology is a research spinoff of University of Southeastern Philippines, developing agricultural machineries to increase the productivity of farmers. Right now, they developed CocoClimber to help coconut farmers easily and safely gather coconut fruits from their trees and PitiCao to help cacao farmers protect their cacao fruits from pests. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:03 Ano ang AgriTechnology? | 03:39 What problem is being solved? | 05:24 What solution is being provided? | 18:41 What are stories behind the startup? | 29:39 What is the vision? | 32:47 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: https://knowyourspaceph.comAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
QuickBooks for payroll? You're Doing it All Wrong.
Key Takeaways: Keep a cash safety net: Set aside three to six months of expenses to stay stable during economic changes. Know your industry trends: Understanding how money flows in your industry helps you predict revenue and manage cash better. Invest reserves safely: Put extra cash in low-risk, easy-to-access places so it's available when you need it. Review finances regularly: Use simple tools like spreadsheets to track money and keep forecasts accurate. Manage cash strategically: Smart cash planning helps businesses stay focused on serving customers and supporting employees during tough times. Chapters: Timestamp Summary 0:00 Managing Business Finances in a Slowing Economy 2:29 Balancing Cash Reserves and Strategic Business Growth 4:51 Building Financial Reserves and Investment Strategies 6:15 Predicting Cash Flow Through Regular Financial Review 8:44 Exploring AI and QuickBooks for Financial Projections 9:51 AI Conversations and Business Finance Tips Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Vera Kim Tequin is Study Member at RoBIMS. RoBIMS, or Records of Barangay Inhabitants Management System, is a centralized information system that can be used by barangay LGU's to better provide its services to its constituents. RoBIMS allow for faster access and more accurate tracking of digitalized data, such that barangay constituents can get their barangay certificates and other documents more efficiently. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:08 Ano ang RoBIMS? | 02:58 What problem is being solved? | 06:09 What solution is being provided? | 17:28 What are stories behind the startup? | 25:39 What is the vision? | 28:22 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: https://knowyourspaceph.comAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: 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
Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsWomen Who Count - http://uqb.promo/womenVideo demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4Register for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
BOSSes, Anne Ganguzza is joined by her lovely co-host, Danielle Famble, for the Boss Money Talk Series. The BOSSes tackle a fundamental challenge of a voiceover freelance career: managing inconsistent income. Drawing from her past job experiences, Danielle shares practical wisdom on how to budget, save, and build a financial cushion. This conversation redefines "budgeting" as a tool for empowerment and offers a strategic roadmap for every voice actor to take control of their finances, ensure stability, and thrive. 00:00 - Anne (Host) Hey guys, are you ready to achieve those dreams? With MyLife Transformation coaching services, I can help you reach your full potential. Don't let fear and uncertainty hold you back. Take control of your life today. Visit anneganguzza.com to get started. 00:20 - Speaker 2 (Announcement) It's time to take your business to the next level, the boss level. These are the premier business owner strategies and successes being utilized by the industry's top talent today. Rock your business like a boss a VO boss. Now let's welcome your host, Anne Ganguzza. 00:39 - Anne (Host) Hey everyone, welcome to the VO Boss Podcast and the Boss Money Talk Series. I'm Anne Ganguzza and I am here with my lovely co-host, Danielle Famble. 00:49 - Danielle (Guest) Hey Anne, hello Danielle, hey, hey, how you doing, how are you? I'm good, I'm good, I'm good. 00:53 - Anne (Host) Well, I am glad to have you back and I have a topic for discussion today, because I've had, on more than one occasion, some students recently talk to me about gosh. I'm just having a hard time finding work and I don't know if I should continue to stay in this industry because it's just getting too hard. I mean to sustain it, and so what should I do? It would be a worthy topic of discussion to talk about, like this particular industry and how we handle our financial situation in times of inconsistency, because it's just a known fact, guys, bosses out there, it is an inconsistent, it is part of being an entrepreneur. Our, our income is inconsistent. So what do we do and how do we budget for those times when maybe it's slow or, you know, when it's not slow, and what do we do when we have inconsistent income? 01:55 - Danielle (Guest) That's such a good question. That's a big part of being a boss, being an entrepreneur and being in this business, and it's good to give the perspective one you know to your students that you're coaching and to anyone listening. You're not alone. It doesn't mean that you're a bad voice actor. It doesn't mean that you're bad at this business. That is the nature of what it is, that we do, and so it has nothing to do with you or your worth or the fact that you're not good. Slow months happen all the time. It happens to the best of us. 02:24 - Anne (Host) And you know, I think it's really something a point worth mentioning is I've been in this industry about 18 years and it's always inconsistent, like there's not been a year where it hasn't been inconsistent. So it is something that I think, if you plan correctly and you're prepared for, it doesn't come as a surprise and it's something that you can absolutely continue to grow and build your business through oh, totally Inconsistent income. So, as long as you plan and strategize, yeah, and you just know this is normal. 02:56 - Danielle (Guest) This has not got anything to do with you. This is a normal thing, you know. It reminds me of I don't know if you know this, anne, but I used to be a waitress for a long, long time. I was a waitress at comedy clubs and the way that I made my money was on tips, and so I got used to living on an inconsistent income and realizing that there's going to be a couple of days or weeks or months where it's going to be great and then it's going to be slow. Maybe you get cut because it's so slow that they don't need you to be there. But you know, the thing that didn't get cut was my fixed expenses, my rent, my cell phone bill, all of those things. 03:35 So I would say to those are stable. Yeah, figure out what your stable expenses are and make sure that you can keep that as your base and plan for your base Anything on top of that. You know when times are great and when you're making a lot more money, you can use that to keep it to the side for a buffer, but really just know what your base expenses are, which then goes back to our longstanding conversation about knowing your numbers and the data and everything else. If you're too afraid to look at what your expenses are, you're not going to know what your base is that you need to be able to maintain at all times. So really like have the courage, look at what are your expenses that are fixed, that are stable, and know what your base is, and you want to be able to hit your base every single month. 04:22 - Anne (Host) So then, budget around your worst month, not your best month. Yeah, absolutely Right. And and that and the and the numbers on your worst month can can actually like I. I mean, I could say what are your expenses and your worst month would be you didn't make anything. Budget around that. That's what I would say. Right, that's your worst case scenario, and so you'll still need to be able to function. And so what does that mean in terms of if I don't make any income for an entire month, does that mean I should give up my voiceover business, danielle? 04:54 - Danielle (Guest) I don't think so, but I do think that you do need to have some way of knowing that there is income coming in from another form. So maybe it's not the income coming in from your voiceover business, because you didn't make anything that month but you do have a nine to five or you do have a babysitting job or you do have. You know, you do Uber on the weekends or what have you. Just know that there needs to be, that money needs to be coming in from somewhere else. If it's not coming in from somewhere else, then we need to find how can we get to our first dollar. Is it in voiceover? Is it in another way of making money? But make sure that you know that there is some income coming in so that, even if the income from your voiceover business is at zero for the month, you know that there is income coming in from somewhere else that's going to be able to offset and still hit your baseline goal. 05:43 - Anne (Host) And I think your budget right for those months you don't live on that budget. I mean it should be a budget for a budget that is a low-income month, not necessarily like I'm going to continue to go to Starbucks every morning or I'm going to. Maybe that's a necessity, maybe you feel like that's worked into your bare necessities, but is that something that you're willing to give up in a low-income month? Or is going out to dinner? I think that's the biggest one. I think, like my husband and I are like okay, we got to stop going out to dinner, right, because that's an unnecessary expense. If we're trying to tighten our budget during a low-income month, it's mostly like oh, and we're going to go out and spend money doing this, or are we going to go out and spend money doing that? A lot of times it's based around food. Why is that? 06:25 - Danielle (Guest) Yeah, I mean, that's mine as well. It's food, but then sometimes it's you know, if you're going to be spending additional money on things in your business, maybe it's that you forego coaching for the next couple of months because you don't really have the money for that, or maybe you need to forego some other things in your business and subscriptions that maybe can be paused. It's not just what you're doing in your life, it's also things that you can cut back in your business too, so that you can make sure that you know. You know, I know that my fixed expenses for the operations of me are this these are the things that will you know, that are always going to stay the same my housing, food, you know, basic necessities, business expenses. 07:10 - Anne (Host) Business expenses as well, I'm going to say rocket money. I had a free trial and I used it. It's great for finding out those recurring monthly expenses that you have that all of a sudden like oh, that Sirius XM like subscription that I have for my car, which I don't drive very often because I work from home, right, but now I can play SiriusXM everywhere, but still that subscription costs, and it used to only cost like $12.99. Now it's like $25 a month, and so that can help you keep track of those subscriptions that creep up on you that you may or may not be utilizing. 07:44 - Danielle (Guest) And everything is a subscription nowadays, so really you have to. It's so sneaky, but you can find a lot of unused subscriptions and then you can recoup some of that money back just by saying no, thank you to those subscriptions. 07:59 - Anne (Host) Think about your Starbucks as a subscription. That's true, really, if it's something you do every day, I mean really. I mean I know there's a lot of people that that's a daily habit, and you know. Think of that as a subscription. And one other thing I wanted to mention, and I would not have even thought of this really until I incorporated and became an S Corp but I am required to pay myself a salary, right, and that's something that you know. 08:22 When you're trying to like skimp on your, your budget, or you're trying to figure out your expenses, don't forget you need money to live, you need money to buy the groceries, you need money to pay the rent you need, and so I think it's always a good idea, even if you're not an S-corp, to really kind of think about here's the money coming in. A portion of that should be set aside for my expenses, for me, right, that's my salary, and then pay yourself on a set schedule. I think that helps you really get an idea as to okay, here's the money I need to live on, here's the money that's profiting in my business. I don't know. It's just one of those things that maybe it's worth it to take a look at. 09:03 - Danielle (Guest) Absolutely. That should be a core staple that everyone should be doing is you know we're doing this. We're in business to make a profit, and so the idea is I need to get paid, and making sure that you pay yourself first so that you are getting used to, and your business is getting used to, that expense of making sure you're paid. That's the study and that's actually how you can stay steady is okay. I know that I'm going to be paying myself a certain amount every single month. That is the expense of my business to pay me, but that's also how I'm able to pay my bills, keeping that steady, and it doesn't need to be that you wait until you are an S-Corp to do that. I would say try to start doing that as quickly as possible. Once you have established the fact that you're doing this business, you're in business. 09:51 - Anne (Host) I would not have realized that until you know I really started an S-Corp and I should have actually. Again, I needed to take a look at the numbers. 09:59 - Danielle (Guest) Here's the deal when you do have those lean months, it doesn't come as such a shock no-transcript Because if you wait, that is going to be a surprise likely to you where you're not really expecting it. And then you get into a really unfortunate situation where this inconsistent income has caused an inconsistent pattern in how you're paying yourself and how you're putting money to the side. So make sure that when you're paying yourself you're also making sure to take care of your tax liabilities. 11:01 - Anne (Host) Yes, Excellent idea. And another thing, as I look at you here in your brand new, shiny, sparkly studio, right and we've talked about this so many times before is having that financial cushion, right, Having that emergency fund. But I think honestly, like, if you can have more than just that emergency fund, which doesn't get touched under the extreme circumstances of an emergency, but consider having another fund which is, you know, just a one to three cushion fund, right, Right that you have to live in the event that you have a slow month, right, and having that separate fund where you feel secure and confident that you can take from that fund and you're not dipping into that emergency fund. Because I always feel guilty if I'm dipping into my emergency fund. Well, number one, because my emergency fund is heavily invested in my high-yield savings account, which doesn't mean that you can't have a one to three-month cushion also sitting in a high-yield savings account, and so I always feel like, oh, I don't want to touch that because I want to keep earning interest on the greatest amount of money possible Sure yeah. 12:06 And so that's my emergency fund, but also maybe having a separate fund just for, oh, times are lean this month and you know, and I'm going to say, maybe, in order to give me better mental health, I do need a Starbucks today or I do need a pair of earrings today. But I'm going to be a caution. I'm going to caution people to not necessarily go out and shop your, your financial worries away, because you know, that's me. I've definitely been in that trap where, oh, I just need to feel better. Let me go out and buy some new clothes, yeah, or a new lipstick, yeah. 12:41 I think try not to do that. But you know, I think that one to three month other fund that you have will help you to pay the bills. 12:47 - Danielle (Guest) Absolutely. And so then you can use sort of a system where you're making sure that when things are inconsistent and times are a little bit leaner and you're not making as much money, you know what your baseline, your core base expenses are. And then, when things are going really well and you're making a lot more money and you had a really great month, you put some of that money to the side in that cushion fund that's not your emergency fund and when things are low, you use that cushion fund to make sure that you're staying afloat. I like that sort of cycle of making sure that you are taking care of yourself. It's not necessarily feast or famine when things are going really well. 13:28 You have already looked ahead and taken care of yourself, because you know that this is a cyclical business, this is inconsistent. It's an inconsistent income kind of business and you know that one day you're going to need to use the money that you are currently making. Don't just spend everything that you're making. Put it to the side so that when it is inconsistent and when it is a slower month, you're pulling from the times when you had a really great month to keep yourself, you know, in balance. And that's, I think, the way to do it is you should look at this month or any given month, as am I taking care of me now, or am I taking care of me now and me in the future? But always make sure that you are doing that delicate balance. 14:16 - Anne (Host) Speaking of, you know, setting aside money for taxes, and setting aside, you know, that money. Don't forget about retirement guys. Don't forget about a retirement fund. Please don't forget about retirement. One thing I want to say is that and I'm not a money girl, right, or I never thought of myself as a money girl, but can I just tell you, the software companies are making it easier and easier. Like your credit cards are now categorizing your spending, right, Because, of course, they want you to use the credit card more. So they're going to categorize it and you can find out where your expenses are going, and if you use the credit card, you can get 3% back. Blah, blah, blah, blah blah. They want to encourage credit card spending, but also you can use that as a method for really finding out where is all your money going. 14:57 Quickbooks like I never thought. Like my QuickBooks Online. Like you can generate a report literally a report in a matter of seconds, Whereas before it used to be really difficult, man, If you were doing like spreadsheets. And I don't know, Danielle, I can't remember what product you use, but I mean I need something simple, something that does the work for me. Some people are really hardcore and go right into the Excel spreadsheet and that's how they track their budget. But, like for me, I just generate, I flip, I generate a report really quickly in QuickBooks and it tells me, oh my gosh, I spent so much money this month on my expenses going out versus what was coming in, and so I can really then make an educated and strategized decision based upon those reports. 15:39 And I can do, I can generate those reports at the flick of a button. And even if I hate finances right which I know a lot of people don't like to look at their, their money yeah, it's again one of those things. This is your business and it is something that, if you're not looking at it, pay somebody else to do it, like my accountant. Then talk with your accountant and say, hey, look, where's all my money going. Or I found that I had a slow month. And then have that weekly meeting or that monthly meeting that says here, OK, they can break it down for you and say, look, you're, they can generate the reports and they say, look, here's what you're spending on lipstick and or here's what you're spending on restaurants going out, and here's where you can maybe potentially save money. Or think about taking this money that you have left over and putting it into this type of an investment account. 16:23 - Danielle (Guest) This money that you have left over and putting it into this type of an investment account and taking care of future you. 16:29 So you've got sort of the shorter term future you of this one to three months cushion for when times are lean. You've got your emergency fund, which usually I say you know, six to eight months I say closer to for me, yeah, six to eight months, which is a pretty big emergency fund, but that's because we're self-employed and so I want to have a pretty good cushion, or the longer term fund being your retirement. And there are ways, depending on how you have it set up, where, if you're investing in your retirement account, that helps you in tax time because it might lower the amount that you are paying on your taxes. 17:05 So it is always forward looking. It's looking at what's happening today and it's looking at what would be happening in the shorter term future or longer term future. And how can you use the windfall that you have or maybe are not experiencing now? How can you use that to keep you afloat, you know, with your core base expenses. But it really is again going back to do. You know what those core base expenses are Right, and how can you stay, you know, level with them. And if you need to dip into the bank of you, then you can do that with no shame and no problem, knowing that you've already done the work to take care of yourself. 17:44 - Anne (Host) From a girl that's a little less of a money girl to a girl who is a money girl. One thing that always sneaks up on me are those antics annual fees or the recurring right subscriptions or that come up once a year. Because I went from let's not do it every month, let's save and let's do yearly subscriptions, but every once in a while, if I'm not paying attention, that yearly subscription will come up and it'll be taken out of my account and I'll be like whoa, how do you do you prepare yourself? I do For those things. So talk about how you prepare you know some of those things. 18:18 - Danielle (Guest) you know we use the word like surprise expenses, when, like it's kind of like these are super noble things, like yeah, I signed up for that credit card that has that high annual fee. 18:27 - Speaker 2 (Announcement) It was me. 18:28 - Danielle (Guest) It wasn't like some, somebody impersonating me Right large expense, that is, a knowable expense. I typically will put a calendar alert in a month in advance so that I can remind myself that this is coming. For example, my credit cards. I have the American Express Platinum card, I have the American Express Gold card and they have very high annual fees and for some reason I applied for them around the same time of the year and different years. So they, the annual fees, they come and they hit like roughly, like right, one after the other and I always think to myself Danielle, what did you do? 19:05 Why did you do that? Why did you do that? Why did what were you doing in December that you really needed a new credit? Why did you do that right in the same time. And that's, you know, my own personal journey. But I know that it's coming, so I can prepare either a little bit every single month to make sure I'm ready for that, yeah, or because I've given myself that calendar alert saying hey, danielle, just so you know this is coming up next month, I'm already mentally and financially prepared that that hit is about to happen. Most of those, you know, those subscriptions, those annual subscriptions, those are things that are knowable expenses, albeit big expenses. So your calendar is your very best friend. Give yourself the heads up and know that it's coming. 19:49 - Anne (Host) I agree I live by my calendar anyway for a day-to-day schedule of things that I'm doing. And I think if you have a calendar, a financial calendar, I mean my goodness. I mean you could make an easy financial calendar. I use Google Calendar for everything and they're color-coded when do I have coaching sessions? When do I have monthly workouts coming up, when do I have all of these things, holidays and that sort of thing, so you could have a financial calendar that has all of your subscription renewals and or your monthly costs, like those base costs that we talked about, so that you're prepared. 20:25 This month I'm going to plan on spending this amount of money. And also, again, it's one of those things that if you have an accounting software that can be generated in an accounting software easily, your monthly budget, absolutely, and you know it's something that you need to like. And again, I'm talking from a girl. I'm not a money girl, but I have to force myself to do that and take a hard look at what's going out every month and how can I cut? And I recently just said, ok, how can I trim the budget in my company, because I had been like, oh, let me try this software. I'm a big risk taker Danielle, and we talk about this thing, I hoard software too. 21:04 Yeah, I buy software subscriptions, I try things out and then I forget about them sometimes right. 21:10 I was like, oh, I haven't used it. I tried that out, I paid for the subscription, I forgot about it. So every once in a while I have to revisit what am I putting my money into, and has it given me a return on my investment? And if not, I need to trim the fat. And so I really I did that more recently so that I could have money to invest in something different. 21:31 So again I had, and I invest in in people who who work for me, and again I wanted to invest in some additional advertising, and so I needed to get that money from somewhere Right. So I had to kind of figure out where can I consolidate my expenses Right? Can I get, now that you know I've evolved in my business so many years, maybe I don't need this particular, I don't need as much social media, maybe I don't need, you know, that monthly subscription to this particular? You know, pay to play. Am I really using this pay to play? 22:07 And again, you know, figure out what am I? Where's my money coming in? Where am I making the most of my money? And do I want to reinvest my money coming in into that, into getting more of that, or do I want to reinvest my money coming in into that, into getting more of that, or do I want to diversify and maybe explore another genre of voiceover, or I want to get more voiceover work in this particular genre? What's it going to take for me to get there? So I think, really again taking a look at the money, and if you hate looking at money, I suggest, even if you hate looking at money, it's something that you got to do. Consider it an education in running your own business. 22:40 - Danielle (Guest) I would consider, if you hate looking at money, that you really need to look at money. 22:46 - Anne (Host) If you don't like it, then you really need to do it If you don't like it, that's a flag. 22:50 - Danielle (Guest) That's a flag, that's a flag. Run toward it, run toward it. 22:55 - Anne (Host) I love it. 22:55 - Danielle (Guest) I was told by my financial advisor to have money dates with myself, and I think what you're talking about would be a really great thing to do twice a year of these sinking funds, these mini emergency fund or emergency fund, so that you know where you need to divert more of your money in the good months, in the months where you're making so much more money than you planned for. That's really a great thing to do and I would say once or twice a year to reevaluate that, because maybe your one to three month or your short term emergency fund, let's say, is about a couple thousand dollars under. So you know. Ok, you know what. Why don't I put my money and my focus on beefing that up so that when we have these inconsistent months or when we have lower months, I know that I'm good. You won't know until you take the time to really look at it. So give yourself the money date of taking a real look at your money and knowing your numbers about what is your core expenses, what can you maybe trim or what can you press pause on, and then what can you run toward when it's time and when you have the money for it. 24:18 I love the idea of sinking funds. You have a fund specifically for your education, for your just slower months, for things that you do when you book that really big job and maybe you want to take yourself on a nice you know nice dinner or something like that like ways to celebrate. You can have multiple of these sinking funds. That's what something like that, like ways to celebrate. You can have multiple of these, these sinking funds. That's what I like about some of these online accounts where you can have a bank account that will give you an unlimited number of smaller, you know, virtual accounts where you can just put that money to the side I love that that's great. 24:52 - Anne (Host) It's a really great hack that I use. 24:54 That's a new concept and and what I like. 24:57 What I like about how you're talking and you're phrasing this whole conversation is you're talking about funds, right, you're talking about fund accounts, yeah, versus when, when and I don't know if this is just me and my age, but, like whenever I was talked about, well, you need to set up a budget that had a negative connotation and that meant that I wasn't making the money that I should have been making, or I was. You know what I mean? I was somehow lacking in whatever, mostly in money, right, I was lacking in money and the ability to either manage my money or whatever it was, but it had a negative connotation and I think that we need to reframe that whole concept. Again, if we talk about, like, money blocks, right, it could be a form of a money block and, in reality, the term budget, you can rephrase it to say you know, your money funds or your fund account it's giving you more of like a permission to celebrate it because you are strategizing, you are creating a future with a purpose, yes, and your purpose is focused, strategized and smart. 26:03 - Danielle (Guest) Absolutely, and it's purposeful. It's what you've decided that you're going to do. So budgeting for me, when I think about it, it's what am I deciding that I'm going to be spending my money on and this money is allocated towards that thing that I already decided. If you take away the concept that a budget is restricting you, it's not restricting you. It's where you have already pre-purposed and pre-determined where your money is going to go, and then you just do as you set out. It gives you freedom and it puts you in the driver's seat. You decided that you want to spend your money on the Starbucks or your whatever, and isn't that what we? 26:44 - Anne (Host) yeah, Exactly, Isn't that what we decided? Bosses right, we are in the driver's seat. We are the boss Totally, and you know you need to be the boss of all aspects of this business. And I think, if you really take a look at your budgets and or your funding accounts and I love what you just said about the virtual accounts there, Danielle that's a concept that I actually was not aware of, so now I'm going to be researching that because I love that, I love being able to it's like my content buckets for social media, right? This? 27:15 is going to be my fund buckets for Ann's Lipstick, no, for my business. Right For that Starbucks account. I've got money in it. So I think that really gives us a much clearer strategy and purpose when really looking at our business. And again, you always want to go forward and move forward in your business and this is one way that you guys can get there Totally. 27:38 - Danielle (Guest) You are in the driver's seat. These are not things happening to you. You can make the decision as to where you spend your money when it comes, and if you need to dip into the bank of you so that you future you is taken care of, because the you of today did the work to make sure that they were taking care of future. You Love that. That's. What I love about being an entrepreneur is that I'm taking responsibility for myself and taking care of responsibility of myself today and also future me, by putting money into the spending buckets or to the sinking funds, to my retirement account, to my emergency fund, and then I am making these financial decisions with me in mind, because that's my job is to take care of myself and also the people that are around me that I touch with my business, with my life, with my purpose. 28:32 - Anne (Host) And with that lovely words of wisdom, danielle, I'm going to thank you so much. What a great conversation. Yeah, this is a great conversation. Love it, love it, love it. Bosses, I'm going to give a great big shout out to our sponsor, ipdtl. You, too, can connect and network like the money boss that Danielle is. I absolutely love it. I love, love, loved our conversation. Thank you again, bosses. Have an amazing week and we will see you next week. Bye. 28:58 - Speaker 2 (Announcement) Bye. Join us next week for another edition of VO Boss with your host, Anne Ganguzza, and take your business to the next level. Sign up for our mailing list at vobosscom and receive exclusive content, industry revolutionizing tips and strategies and new ways to rock your business like a boss. Redistribution with permission. Coast to coast connectivity via IPDTL.
In this conversation, Luzy and Aminder explore the journey of becoming a CPA, the importance of understanding personal and business finances, and debunk common myths surrounding accounting. Aminder shares insights on the significance of categorizing expenses, the necessity of paying oneself as an entrepreneur, and the personal growth that comes with entrepreneurship. Episode Highlights: 00:00 Introduction to the Journey of a CPA 02:42 Understanding Personal and Business Finances 05:35 Debunking Accounting Myths 08:32 The Importance of Categorizing Expenses 11:22 Paying Yourself as an Entrepreneur 14:21 Personal Growth Through Entrepreneurship 17:16 Cultural Perspectives on Money Management 20:07 Building a Business and Client Relationships 22:46 Advice for Entrepreneurs on Financial Management 25:28 Defining Wealth and Closing Thoughts
Hey y'all, in today's episode I'm pulling back the curtain on the silent profit killers that sneak into your design business and quietly drain thousands from your bottom line. These aren't the big, obvious issues like not charging enough or overhead being too high—these are the sneaky, day-to-day habits that fly under the radar but add up fast. I'm sharing where I've personally lost money (yep, guilty), where I see designers leaking profit all the time, and most importantly, how to patch those leaks so you can keep more of the money you're already working so hard to earn. IN THIS EPISODE, YOU'LL HEAR ABOUT: The everyday ways scope creep hides as “little extras” Why untracked time is one of the biggest drains on your profit How inefficient procurement and vendor management quietly eat away at your margins The real cost of client decision delays (and how to stop them) Why discounting out of guilt isn't serving you—or your clients Practical fixes you can implement right now to protect your bottom line Profit leaks don't show up neatly in QuickBooks. They don't wave a red flag. They just quietly chip away at your hard work until one day you realize your revenue looks amazing on paper… but your take-home isn't where it should be. Plugging these leaks is often easier and more profitable than landing five new clients—and it will completely change how you feel about running your business. RESOURCES: INTERIOR DESIGN BUSINESS BAKERY - Our year-long mentorship and coaching program: https://thedesignbakehouse.com/interior-design-business-bakery SIMPLIFY YOUR MARKETING, SIMPLIFY YOUR LIFE. All-in-one software that organizes sales, marketing, and business services all in one convenient location. https://mysidemark.com/ MARKETING MEMBERSHIP - Join our hands on marketing & visibility program, no contract, only $59/month. https://thedesignbakehouse.com/lead-lab Stay in touch with Michelle on Instagram: https://www.instagram.com/thedesignbakehouse/ Join our Free Facebook Community: https://www.facebook.com/groups/idbizlaunchpad Get clarity on your next best step today! https://www.designedforthecreativemind.com/reviewguide Have ideas or suggestions or want to be considered as a guest on the show? Contact me! https://www.DesignedForTheCreativeMind.com/contact
Thanks to our partners Promotive and Wicked FileWelcome to another episode of Business by the Numbers with Hunt Demerast, CPA at Parmelis & Associates. This week, Hunt digs into a deceptively simple question every shop owner should be asking: when and how should you look at your financials?Too often, business owners flip through their QuickBooks file or shop management system without clarity on what they're really trying to uncover. Hunt breaks down the process like a scientist testing a theory: identify the problem, brainstorm possible fixes, implement solutions, and then analyze results.From chasing profitability to tackling parts gross profit, Hunt explains how daily, weekly, and monthly reviews tell different stories about your business. Along the way, he shares why financials are trailing indicators, how leading metrics like productivity or parts pricing play a bigger role than many realize, and why “set it and forget it” rarely works when it comes to profitability.You'll also hear:(03:07) Why the frequency of financial reviews should match the problem you're solving(05:55) How to use the scientific method to test business decisions(10:53) A real-world example of fixing low parts gross profit margins(17:53) The danger of only reviewing numbers once a year(19:47) Why your assumptions must be tested against reality—and how to course-correctWhether you're chasing higher margins, fighting to stay profitable, or just trying to sleep at night knowing your numbers are right, this episode offers a roadmap to thinking about financials with purpose instead of panic.Stay safe out there—and remember, your financials are only as valuable as the questions you ask of them.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 Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop Aftermarket Radio NetworkRemarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the...
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