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In today's episode of The Daily Windup, I'm talking with an expert who breaks down one of the most overlooked and dangerous parts of government contracting—pricing and accounting systems. Too many small businesses try to limp along with QuickBooks, only to hit a wall the second they go after cost-plus contracts. That's when the government starts looking at your systems, your policies, your people—and if you're not ready, you could get crushed by a DCAA audit. We're seeing these audits more often now, especially with contracts at $50 million and above, and it's not just about the software. It's about compliance, procedures, and proving that your numbers tell the right story. We also dive into the world of “price to win” consulting—a specialized skill that can make or break your bids. It's not about guessing a number; it's about knowing the competitive range and understanding what your rivals will do to win. But here's the kicker: the people who do your pricing shouldn't be the ones doing your price-to-win. That's a conflict of interest that could land you in serious trouble. In this episode, you'll learn why separating those functions matters, which accounting systems are worth upgrading to, and how to avoid being blindsided by the government when you're chasing bigger contracts.
Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:16) - QuickBooks Connect Event (06:52) - New Features in QuickBooks Online (09:04) - Intuit Enterprise Suite Enhancements (23:48) - AI and Automation in QuickBooks (33:31) - Customer Leads and Sales Pipeline (36:08) - Integrating CRM with QBO (37:02) - Future Episode on MailChimp (37:30) - Introducing the Payroll Agent (41:28) - Employee Honesty and Payroll Management (44:16) - Nuts and Bolts of Payroll via Text (46:20) - Upcoming Webinars and Events (47:28) - Business Network and Check Remittance Feature (51:37) - Sales Tax Filing Updates (55:39) - Membership Drive and Curriculum Refresh (57:48) - Reframe Conference Announcement (59:38) - Conclusion and Final Thoughts In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdfAlicia's The Great QBO Refresh with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshWe 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
Try Journal free for 14 days: https://www.bookkeepersmarketing.com/ Take part in our Summer Survey: https://6fbsummer.scoreapp.com/p/summer2025 In this episode of The Bookkeepers' Podcast, we take a fresh, practical look at what bookkeepers actually do—end to end. We walk through the real workflow for small businesses: choosing cloud software and connecting bank feeds, coding sales and expenses with proper evidence (especially for VAT), handling accruals and prepayments, running credit control and payment runs, dealing with payroll journals, staying compliant with AML, and turning up-to-date data into useful management reports and cash flow forecasts. You Will Learn The true purpose of bookkeeping (decision-ready info first, tax compliance as a result). Why we recommend moving clients to cloud software (Xero, Sage, FreeAgent, QuickBooks) and specialising in one platform. How to keep business and personal spend separate and reconcile from the bank statement out. Sales workflows: invoicing, POS, online sales via Stripe/PayPal—and why you must “gross up” fees. Expenses, approvals, and smooth supplier payment runs (with director approvals). Payroll boundaries: when to outsource vs in-house, and how to post payroll journals correctly. AML responsibilities and the “bookkeeper as detective” mindset. Building monthly/quarterly reporting rhythms, KPIs, and cash flow forecasting clients can act on. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode, Sasha Orloff talks with Ben Taylor, CEO & Co-founder of SoftLedger, about bootstrapping a modern, API-first general ledger that helps finance teams manage multi-entity businesses beyond QuickBooks without the complexity of Netsuite. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle
Charlemagne Lamela, Christian Geonzon, and Jude Alayacyac are Founders at MooManage. MooManage is empowering dairy farmers with innovative agritech solutions. MooManage developed an app for cow farmers, in which current features are feeds inventory management, task scheduling for farm operations, and storing and viewing of cow profiles, so that the farmers can streamline their operations and boost farm productivity. This episode is recorded live at The Bloom Coffee & Start-Up Space in Davao City, in partnership with Upgrade Innolab.In this episode | 01:40 Ano ang MooManage? | 02:54 What problem is being solved? | 09:52 What solution is being provided? | 26:16 What are stories behind the startup? | 41:58 What is the vision? | 46:40 How can listeners find more information?MOOMANAGE | Facebook: https://facebook.com/moomanageUPGRADE INNOLAB | Website: https://upgradeinnolab.com | Facebook: https://facebook.com/upgradeinnolabincTHE BLOOM COFFEE AND START-UP SPACE | Facebook: https://facebook.com/thebloomcoffee | Website: https://thebloomcoffee.com.phTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)PIXEL 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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.onlineEdited by: https://tasharivera.com
“ When I'd go on appointments I would say, ‘You know, I do work with so and so', and then that would kind of just help them feel reassured that I knew what I was doing, but I never pretended to know everything. I would be very upfront. If there's something I don't know, let me do some research and I'll get back to you.” -Jenny Groberg Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, shares her powerful story of building a seven-figure firm from scratch. Listen to this episode to learn how small actions can lead to big wins in your bookkeeping business. In this episode, you'll learn… How a $500 QuickBooks certification launched her business Why asking for client reviews changed everything Ways to scale while balancing family life To learn more about Jenny, click here. Connect with her on LinkedIn. Time Stamps 00:01 – Jenny's start in bookkeeping with no money & two kids 02:43 – The $500 QuickBooks investment that paid off 03:32 – Asking for reviews & building credibility 08:33 – Turning small clients into long-term relationships 17:03 – Hiring the first employee & scaling the team 19:52 – Overcoming setbacks & a traumatic brain injury 31:30 – Keys to growing a seven-figure firm This episode is brought to you by our great friends at Sage! Drowning in paperwork? AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.
The How of Business - How to start, run & grow a small business.
Business poll results reveal the biggest challenges small business owners face, from marketing struggles to sales fears, debt concerns, AI adoption, and growth barriers. Show Notes Page: https://www.thehowofbusiness.com/579-business-poll-results/ In this episode of The How of Business, Henry Lopez reviews recent poll results from listeners, highlighting the top challenges and concerns facing small business owners today. From avoiding common mistakes to embracing AI tools, these insights provide a clear picture of what entrepreneurs are struggling with most. According to poll responses, the leading concerns include poor marketing and the tendency to “do it all yourself.” As Henry explains, many owners fall into the trap of unfocused marketing or refusing to delegate, both of which limit growth. “If we try to be everything to everybody, we will likely fail,” Henry notes, emphasizing the need for a clear plan and target customer. Sales challenges also emerged strongly, with listeners citing not knowing what to say and fear of rejection as the hardest hurdles. Henry shares tips for crafting an elevator pitch and reframing rejection as feedback rather than failure, pointing listeners to related episodes on sales fundamentals and elevator pitches. Borrowing money was another hot-button topic. Many respondents admitted to fearing debt altogether or being unsure how much to borrow. Henry stresses that while personal finance often teaches us to avoid debt, smart leverage is essential for growth. He offers his free Small Business Borrowing Checklist to guide owners through best practices. AI usage continues to gain traction, with most listeners experimenting with platforms like ChatGPT or features embedded in existing tools such as QuickBooks. Henry encourages pushing beyond simple content creation to using AI as a true assistant in research, planning, and decision-making. When asked about the most important skills for success, self-discipline and resilience topped the list. Henry highlights how discipline and the ability to make tough decisions are critical traits for entrepreneurs transitioning from corporate roles. Finally, growth challenges tied to lack of strategy and weak marketing or sales reveal the importance of clear, focused planning. Henry reminds listeners that even a one-page strategic plan can create the clarity and consistency needed to scale. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com
Kevin Joven is Founder at RideIT. RideIT is the newest and only motorcycle hailing app in Davao City! With RideIT, you can book transportation, deliveries, and get anything you need through Davao's motorcycle riders. RideIT also has in-app features for tourists where you can browse places of interest, then book a RideIT rider to get to any place you want. This episode is recorded live at The Bloom Coffee & Start-Up Space in Davao City, in partnership with Upgrade Innolab, a non-profit technology business incubator and accelerator based in Davao City.In this episode | 01:05 Ano ang RideIT? | 06:43 What problem is being solved? | 11:46 What solution is being provided? | 29:36 What are stories behind the startup? | 45:26 What is the vision? | 48:10 How can listeners find more information?RIDEIT | Website: https://haveit.ph | Facebook: https://facebook.com/haveitcorpUPGRADE INNOLAB | Website: https://upgradeinnolab.com | Facebook: https://facebook.com/upgradeinnolabincTHE BLOOM COFFEE AND START-UP SPACE | Facebook: https://facebook.com/thebloomcoffee | Website: https://thebloomcoffee.com.phTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)PIXEL 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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.onlineEdited by the team at: https://tasharivera.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 What happens when the agency you've built is just… stuck? Or when you hit a revenue ceiling, lose a major client, and start wondering if you've been playing the wrong game entirely? Those moments either break you or become the pivot points that redefine everything. In this episode, you'll hear from an agency owner who's lived through the grind growing his agency from scratch, riding out recessions, choosing a niche that would help him get out of “no man's land”. He'll discuss the strategic bet that broke through plateaus, why he still refuses to hire a COO, and the million-dollar risk that could have sunk him but ended up being a worthwhile bet on his vision. Alex Membrillo is the founder and CEO of Cardinal Digital Marketing, a 100-person specialist agency in healthcare performance marketing. Based in Atlanta, Alex launched Cardinal 16 years ago fresh out of college driven by equal parts ambition and desperation. Over the years, he's navigated economic downturns, client churn, plateaus, and tough hiring markets, ultimately transforming it from a generalist digital shop into a niche powerhouse serving multi-site medical and dental groups nationwide. In this episode, we'll discuss: Riding out recessions. Breaking plateaus and choosing a niche. Why he still prefers not hiring a COO. Alex's million-dollar bet on himself. 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. Starting from Scratch (and a Hospital Room) Alex didn't start Cardinal with a polished business plan or a stack of VC cash — he started it the day after his first child was born. After watching his dad's business nearly collapse thanks to a terrible SEO agency, Alex vowed to do better. With a fraternity brother on board and the confidence of having built a website once at sixteen, they left the hospital, started cold-calling local businesses, and selling websites. That first chapter didn't exactly go as planned. The websites flopped, but an SEO win for a kayak tour company gave them the confidence (and proof) they needed to double down on search. From there, they expanded into paid ads and built a reputation on a simple promise: If we suck, we'll give you your money back. In the wild west of 2009 SEO, when big agencies were scrambling to go “digital” overnight, this direct, performance-focused approach gave them an edge. Riding Out Recessions & Staying Hands-On Recessions shaped Alex's early leadership style. In 2009, big agencies were struggling, but lean, hungry digital-first shops could move faster and win clients. That meant Alex was doing it all—account managing 20 clients, selling new business, running QuickBooks, and hiring unpaid interns just to keep things moving. In those early days, generalists are gold. If you're too small for deep specialization, having people who can juggle SEO, PPC, and client management was critical. Even now, with a bigger team, Alex stays close to clients—spending hours each week on calls. To him, the job never ends, and the size of the clients is the only thing that's changed thus far. Hence, staying in the work keeps his perspective sharp. Breaking Plateaus by Choosing a Niche By 2016, Cardinal had hit a wall at around $3.5M in revenue. At that stage, he realized what he had wasn't really a business. You're just a very good operator that probably has one or two big clients. The problem is that if those clients leave, as it happened to him when he was around $4 million, then you're down to zero again. They'd grown by targeting four sectors—higher ed, home services, healthcare, and legal—which did help propel the agency. However, growth stalled again at $7–8M. Then COVID hit, and Alex decided to stop playing the “variety” game. Inspired by Jim Collins' Hedgehog Concept, he asked: What can we be the best in the world at? What drives our economic engine? What do we actually love doing? The answer was healthcare. They rebranded, rewrote their site, published thought leadership, and even released a book to claim their spot in the niche. They didn't fire old clients—they just stopped marketing to non-healthcare prospects and let those accounts naturally roll off. Alex does wish he would've also kept a bit of focus on higher ed, another sector where the agency really shined. Nonetheless, the bet paid off: a laser focus on healthcare has helped them grow faster, build deeper expertise, and win larger multi-site provider clients. Why Alex Still Doesn't Have a COO Alex firmly believes you can grow out of most problems, so every time he felt the agency was stuck, he went right back to improving their marketing, getting bigger clients, and hiring talented people. It's a simple formula that has kept working for him throughout the years. However, here's where he breaks from conventional wisdom: even at 100+ employees, Cardinal has no head of operations or finance. Everyone, including him, is billable. “I've made the mistake 83 times of listening to experts who say ‘Go hire a COO,'” Alex says. In his view, it's just not worth it at that point in your growth. “Do as much as you can as the owner. Have all departments report to you. You don't need middle management pushing paper. You need smart, talented people actually doing the work.” That lean structure only works if you market hard and keep new business flowing. It gives you the freedom to walk away from bad-fit clients and double down on growth opportunities. AI as Your Board of Advisors Agency owners like Alex, who see no need to hire a COO or CMO while they can still manage things themselves, can now turn to AI as a resourceful solution, treating it like an in-house advisory board. Like fellow agency owner Chris Dreyer—who built custom GPTs for CFO and COO roles and used AI to better understand the business acquisition process—Alex is now considering feeding his P&L and monthly reports into AI to spot trends, explain fluctuations, and even validate assumptions. The takeaway: you don't need expensive consultants or bloated leadership teams to get strategic insight. With the right prompts, you can cut through the noise and focus on execution, the part AI can't do for you (yet). The Million-Dollar Bet on Himself One of Alex's biggest turning points came when he bought out his co-founder. His partner had lost interest in client work, and Alex saw no way forward without full control. After a year of negotiation, he signed a deal that left him $1M in debt. For three years, he funneled $35,000 a month from profits to pay it off, losing sleep and enduring massive stress. In hindsight, it was worth it, but it took “probably 30 years off my life,” Alex says. Still, it was a defining moment—proving to himself he was willing to bet big on his own vision. Thought Leadership as a Growth Engine Cardinal's healthcare niche dominance didn't just happen—it was engineered. Alex leveraged thought leadership to own the space. From content and events to industry-specific messaging, they positioned themselves as the go-to choice for multi-site healthcare providers. He's quick to point out this approach has pros and cons, but if you want his playbook, he's happy to share it—just reach out on LinkedIn. 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.
Renz Adlawan is Founder & CEO at PlantBox Innovation. Haspe Canseco is Program Director at PlantBox Innovation. PlantBox Innovation is an agritech startup and social enterprise building a community towards food security and sustainability - integrating circular economy and organic production of fertilizers for growers. PlantBox Innovation produces their hydroponics starter kit, where you can easily start your own urban farm at home. This episode is recorded live at The Bloom Coffee & Start-Up Space in Davao City, in partnership with Upgrade Innolab, a non-profit technology business incubator and accelerator based in Davao City.In this episode | 00:58 Ano ang PlantBox Innovation? | 06:37 What problem is being solved? | 15:15 What solution is being provided? | 40:14 What are stories behind the startup? | 50:07 What is the vision? | 54:16 How can listeners find more information?PLANTBOX INNOVATION | Facebook: https://facebook.com/plantboxinnovate | Website: https://plantboxinnovations.wordpress.comUPGRADE INNOLAB | Website: https://upgradeinnolab.com | Facebook: https://facebook.com/upgradeinnolabincTHE BLOOM COFFEE AND START-UP SPACE | Facebook: https://facebook.com/thebloomcoffee | Website: https://thebloomcoffee.com.phTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)PIXEL 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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.onlineEdited by the team at: https://tasharivera.com
Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial Accountants Podcast (02:09) - The Importance of Security for Accountants (02:51) - Common Security Issues in QuickBooks (05:34) - Understanding Passkeys and Their Benefits (10:57) - Real-World Examples and Horror Stories (27:18) - Best Practices for Account Security (32:53) - The Dangers of Sharing Personal Information Online (33:19) - The Importance of Two-Factor Authentication (33:49) - Benefits of Using Password Managers (35:02) - Real-Life Hacking Scenarios and Solutions (41:10) - Recognizing and Avoiding Email Scams (45:24) - QuickBooks Security Features and Concerns (49:57) - Intuit's New Feedback System for Banking Feeds (53:24) - What's Going on in Our World Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys Intuit's Security page: https://security.intuit.com/Got a fake email from “Intooit”? Forward it to fraud@intuit.comRegister for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907Jamie Pollock's course, “Don't Get Scammed: Jamie's Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365Intuit's Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FBMarch 13 episode: deep dive into your Intuit Account including logins: uqb.show/83We 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
In this episode, Dr. Killeen talks about the constant tug-of-war dentists face between clinical care and running a business. If you're jumping from patient care to team texts to QuickBooks without ever catching your breath, this one's for you. He shares why setting boundaries, blocking CEO time, and training your team to truly lead in their roles can free you up to actually grow your practice. It's time to stop doing it all and start leading with intention.To learn more about Dr. Killeen and his new book, The Shift, or to connect with him, check out www.AddisonKilleen.com.
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Building a successful business often means solving problems nobody else sees coming. In this episode of Building Texas Business, I sit down with Merrilee Kick, founder of BuzzBallz, to talk about how she transformed a poolside idea into a ready-to-drink cocktail empire she sold to Sazerac in 2024. Merrilee shares her journey from high school teacher to manufacturing pioneer who bootstrapped through engineering challenges and suppliers who refused to sell her essential components. Her approach demonstrates that when traditional paths close, entrepreneurs must forge their own. We explore how Merrilee built a family-like culture with minimal turnover through practical benefits like daily cooked meals and extended holiday breaks. She discusses why fairness matters more than equality in building loyal teams. During COVID, she created an on-site school for employees' children and manufactured hand sanitizer for hospitals, showing how adaptability serves both business continuity and community needs. Merrilee reflects on mistakes that shaped her success, from coconut cream that solidified at room temperature to trusting the wrong people. She emphasizes that entrepreneurs must trust their gut instincts and move quickly when something isn't working. Her discussion about selling to Sazerac reveals the cultural shifts that come with acquisition and why selecting the right buyer matters as much as the price. The conversation reveals how a teacher's frustration with glass by the pool became a multi-million dollar business through relentless problem-solving and genuine employee care. Listen to discover why sometimes the best business education comes from cleaning your own warehouse bathrooms. SHOW HIGHLIGHTS "S#@t doesn't smell any better with age" - why firing fast is critical to maintaining culture and performance When suppliers demand hundreds of thousands for R&D, sometimes you have to source from Canada and figure it out yourself A $10 daily lunch investment eliminated production delays and built the family culture that kept turnover near zero Creating an on-site school during COVID kept the production lines running when competitors shut down People quit managers, not companies - know your employees' kids' names and eat lunch with them Trust your gut over resumes - the West Point MIT grad who couldn't deliver taught her that credentials don't guarantee performance LINKSShow Notes Previous Episodes About BoyarMiller About BuzzBallz GUESTS Merrilee KickAbout Merrilee TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: In this episode, you'll meet Merrilee Kick, founder of BuzzBallz. Merrilee shares her story of going from a high school teacher grading papers to a multimillion dollar manufacturer of ready to drink cocktails by trusting her instincts, being honest and fair, and keeping sales concepts funny. Merrilee, I want to welcome you to Building Texas Business. Thank you for taking the time to come on in the podcast. Merrilee: Thanks Chris. Chris: So let's start. You founded a very interesting company called BuzzBallz. Love the name. Tell the listeners what is BuzzBallz, what is the company and what's it known for? Merrilee: So BuzzBallz is a ready to drink cocktail company. It's a manufacturing company based in Texas, and I started it back in 2009. Our first sale was in 2010 and I sold it. I ran it for 15 years and then I sold it last year, may of 2024 to Sazerac, a big company, one of the world's largest manufacturers of bourbon and alcoholic spirits. And they were very interested in us because it was the convenience store channel and it was ready to drink. And so it was a little bit different twist for them. Chris: Very good. So what was the inspiration for you in 2009 to start a alcoholic beverage company? Merrilee: I was going through some hard times with my marriage and I was a high school teacher at the time and I wanted to be more financially independent. And my high school that I was working at said that they would give me a teacher's enrichment program to where I could go get my master's in administration and be a principal. And I was like, oh my God, no, I don't want to be a principal. No, I want to go into my own field, which was business because I taught entrepreneurship, business law, international business marketing, computer science, all those kinds of wonderful subjects to high school kids, and I wanted to get my degree and get my MBA in that. So I convinced them to let me do it. Got my MBA and BuzzBallz was my master's degree thesis project. I was grading papers by the pool thinking of what should my project be for my capstone, my final project for my MBA and I had a little vo of candle with me and drinking a cocktail like a good teacher would, and I should probably not have a glass glass out here by the pool where I'm grading papers. I need to have something plastic. So I came up with the idea and the concept of a little party ball, a little ready to drink cocktail in a ball shape. Then my family and I, we sat down at dinner and we came up with the name Buzzballz. I love it. So catchy. And so that's where it came from and it stuck, you know, and it's one of those names you don't forget. So, that's the genesis of it all. Chris: What a great story. So high school teacher grading papers by the pool comes up with a cocktail and turns it into a wildly successful business. That is a coolest story I think I've ever heard. Merrilee: Yeah, we started out with six different flavors and they were pretty edgy. I'm a pretty edgy person, I guess. So, we came out with names like OJ Screamer because it was right when OJ Simpson was on trial and we had an orange juice and vodka screwdriver and we thought, okay, this will be funny, and funny sells, and it makes people laugh again. It makes it fun. So, We came up with some funny, funny names, strawberry Rum job, you know, like kind of edgy, dirty names, but funny and people loved it. Since then, it's kind of calmed the waves a little bit. We've mellowed it down a little bit, toned it down for the general grocery store shoppers, and more more family focused. But we've been through many renditions, many different flavors and sizes and things over the years. Yeah, Chris: It is really cool. Let's go back to kind of that 2009 or maybe time period. So I guess you had your MBA and you had this idea, but what did you do to get this off the ground and what kind of hurdles were you facing in order to do that? There Merrilee: Was so many hurdles. I didn't know anything manufacturing. I didn't know anything business. I was told by bankers all around Texas that I've applied for loans with that you're just a teacher, you don't have any experience, you don't have any collateral, you don't have any knowledge of manufacturing, how are you going to pull this off? And I just googled everything. Google was a really good friend, but I was looking at how many pounds per square inch does a Coke have on the inner walls of its container and will my container hold that and will this plastic have BPA in it and will it leach into my product? And what is the oxygen scavenging ratio of will oxygen permeate this plastic and degrade the product and what kind of petaloid base do I need on this? So there's a lot of engineering involved to create the container because it is a custom container. And then I was almost to the finish line and then a company, I wanted to put these metal lids on the container and a company came to me and they said, we want you to pay us hundreds of thousands of dollars so that we can r and d and see if your product really can be a good product for the market. And I couldn't afford it, so I just did it myself and I had to launch it myself and they said they wouldn't sell me any lids because of it. So I had to buy 'em from Canada. I had to buy 'em from overseas and then do it myself. So one of the things I learned is you just have to do everything yourself. You have to clean the bathrooms, you have to clean the warehouse, you have to set up the equipment, you have to do all the QuickBooks, you have to do the shipping, you have to do the billing, you have to understand all the details of this business inside now before you can pass it on to anybody. Chris: That's a very common theme amongst entrepreneurs, especially in the startup. You have an inspiration or a passion or something or idea that you believe so much in and are so passionate about that despite all the hurdles you run into, you just figure out ways over the hurdles. Merrilee: That's because if you don't, your failure to do anything and try to get it right means bankruptcy. And most entrepreneurs are going on their last thread, maxed out their credit cards. They can't afford a complete and utter failure. They can afford mistakes, but they quickly pivot and fix it and keep going. They keep swimming Chris: To that point. So you said you have to be able to do everything to get it going. Those are early days. How do you then transition once you've got some legs underneath it to start letting go of some things and bringing people in because it's your baby and you have to learn to trust some people to take care of it, Merrilee: And you make a lot of mistakes trusting people too. So you'll have a lot of duds people that you hire, some family and friends I would steer away from as much as possible unless that family is under your control, like cousins, aunts, uncles, those are more difficult to work with than your own sons because your sons will do whatever you tell 'em to do. Chris: And I know you have your sons in the business, Merrilee: But it was difficult when I hired friends because they were entitled. They thought they would be able to have more. So it's very different when you're having to hire people that are friends, Chris: That's having a strong team around you is so critical to the success of any business. What did you learn along the way? And aside from maybe don't hire friends to really hone in on your process to improve your hit rate on making sure you were hiring people that you could trust and they could do the job Merrilee: Well, sometimes you hire somebody based on their resume or their referrals or whatever, and that's a good first step, but you're going to still make mistakes. I remember I had a guy that had all the accolades in the world. He was a West Point grad, he was MIT, he had all these accolades, but he couldn't seem to get anything done and talk about delegation. I had to have my son because I was out of town. I was like, Hey, you get to fire this guy and here's this guy that's 30 years his senior and my son has never fired anyone before. And he had to have that experience. It was difficult. But one thing I've learned is crap doesn't smell any better with age. So you've got to get rid of people that are toxic or that even if you have a relationship, a friendly relationship with them, sometimes it just isn't going to work for whatever reason. Either something legal that they did or something that was immoral that they did or just basic laziness or in capability to get the job done. So sometimes if you don't feel it, it's almost like a gut feel. If it's not working right, then there's something wrong and you got to make moves. A Chris: Couple of things there, right? First I think the adage of hire slow fire fast is very true. Easier said than done. I Merrilee: Don't hire slow. I don't like that. I don't like that saying because I think sometimes you hire fast and it's okay. I think the important thing is fire fast if you have grounds to do so and try to get somebody to replace them as quickly as possible. You got to do everything fast when you're an entrepreneur. Chris: So on the fire fast side, right? I mean I think it's whether it's performance or cultural fit, if it's not working, the sooner you move, the better your organization's going to be. Merrilee: But on the cultural fit too, that's a big one because they may have the capability to do it, but maybe at their own pace or maybe not at your pace or maybe they just have a different idea of work altogether. Chris: And one of the things we say here, it doesn't necessarily make 'em a bad person. This isn't the right organization for them and they need to go find that organization that will fit them better. But speaking of culture, how would you describe the culture that you built at BuzzBallz? Merrilee: Okay, so my culture at BuzzBallz, we hardly had any turnover because I treated it like family. I think that people quit managers, and I've heard that before, but people do quit, managers and they quit companies that don't believe in them. And I think that is a big cultural learning. You've got to do things together, you got to take them to lunch, you got to talk to them, you got to get involved with their family life, know their kids' names. You need to know something about the people that report to you. Now when you have a thousand people reporting to you can't possibly do all that, but you can have parties and you can have celebrations and you can recognize people at every level of the totem pole. And I think some of the things to do to build culture, we would have a cook on staff that cooked for everybody every day because that $10 a day savings meant more to, and it meant a lot to me because they could start the lines on time. I didn't have to wait for somebody to go get a burrito down the street and come back. They could just go ahead and keep together. And it built culture that way too. They started to trust each other, they started to rely on each other. And the other thing that we did was we all rolled up our sleeves. It didn't matter whether you were the lead accountant or if you were the CEO, if something needed to get done, you go do it. Chris: I think Merrilee: That's great. So it's not that it's above you or it's somebody else's job. Chris: Yeah. Kind of lead by example, right? No task is above anyone. It's all about getting the job done. Merrilee: Correct. Chris: And I think to your point of knowing your people as best you can, when you start to scale the business as you did, I think it breaks into tier. So within your direct reports or a level or two, you have the ability to get to really know them. And then I think it's important to teach them that they take it another level down and really have good connections within their direct reports and then you can layer that through the organization so that people feel connected. And so Merrilee: One thing I learned too, Chris, is I learned that people are better managers than me. I'm more of an inventor. I'm an entrepreneur. I'm not really a good manager of people. I'm a good people person and I'm a good salesperson, but I don't like doing the management of the day to day of my car broke down or I'm sick or I need PTO approved or I need blah, blah, blah, blah. I don't like doing any of that. All the administrative stuff that comes with management I'm terrible at. It's not that I'm terrible, it's just that I don't want to do it. I would rather have somebody that's better at it do it. I think that it's really important that people see your genuine self and that you're honest and fair to them more than equal. Equality is different than fairness. And I think fairness trumps equality, fairness. Somebody who comes to work every day works their butt off every day, takes care of you, always says they're going to get it done. That person is a person I want to hire versus somebody who's complaining and moaning about equality. If you gave them a day off, I want a day off, I need a PTO day just because I just need a de-stress day, it's buzz off. I don't need you to complain about your daily work. Chris: Everybody has stuff. So despite that, we still have to get a job done and that gets lost sometimes. And that just goes back to the hiring process and making sure, and I agree with you, no hiring process is perfect. It's more of an art than a science, but if you really focus on some of the right things, you're going to have better hits. But again, like we said earlier, once you realize you've made a mistake, you got to make a move. Merrilee: And also about the speed of hiring. When you said hire slow, I've been with companies that hire too slow and they drag prospective employees on for so long doing too many rounds and they lose them Chris: For sure. I guess it slows relative, but yes, if you drag it out immersively long, if you have a good process, you know what you're looking for. And within a couple rounds of an interview, you should know whether that person's going to hit fit or not. We talked a little bit about culture and I guess one thing would be interesting is how do you believe that you've been through a transition in the last 12 months? Has that culture been impacted by that Merrilee: Tremendously? Yeah. Culture is completely different with a big company versus a small entrepreneurial company. Entrepreneur companies are more freewheeling, more giving in terms of the things they allow people to do. They help people more. Bigger companies are more rigid. They have more rules because they have to, they're just bound by more legal problems if I could say. So just they've got more issues to have to Chris: Worry, maybe legal hurdles and regulations and such, Merrilee: And they have just a bigger spotlight on them. So people are always looking at them trying to find fault and trying to sue them for anything possible. There's rules and regulations that they have to abide by that I didn't. So culture has changed also with they had to let go a lot of people and that was really hard because these are people that I loved and people that I cared very dearly about that helped me build the business, but they had their own internal structure and people already filling some of those roles so it didn't make financial sense or business sense to string them along and have two people doing the same thing. So there were some business decisions that were made that affected culture. Yes, Chris: It's almost inevitable when that type of combination happens, right? Because there's going to be some overlap and a business has to run efficiently and can't have two people doing the same thing Merrilee: And they just run it differently. It's not that one's better or one's worse. They just are different. And I tried to pick a company to buy us that would be as close as possible to our culture and I tried to pick one that was privately owned and family owned and manufacturing instead of some other kind of company. I didn't want private equity or anything like that. I wanted somebody that held some of the same beliefs I did and I think I did a good job with this company. I really like them and I think they have a lot of great ideas, but it's different than how I would've done it. Chris: Hello friends. This is Chris Hanzlik, your building Texas business host. Did you know that Boyer Miller, the producer of this podcast is a business law firm that works with entrepreneurs, corporations and business leaders. Our team of attorneys serve as strategic partners to businesses by providing legal guidance to organizations of all sizes. Get to know the firm@boermiller.com and thanks for listening to the show. So let's talk a little bit about innovation because what you did there was nothing like it on the market. Obviously the initial concept seems unique and novel As you grew the company over those 15 years, how did you incorporate or encouraged innovation within the company to keep it going? Merrilee: We would have so much fun together. We always had happy hours after work and we would sit and brainstorm with a cocktail in our hand and just anything goes. We would talk about anything and everything and we would do fun marketing things too. Things that were a little edgy maybe too far. Like we had Buzz Ball condoms for spring break and we had crazy stuff for marketing and now the marketing is a little more toned down because it's going to the general populace instead of just craziness. So I think that that's changed for sure. Tell me again what you were asking about Chris: Kind of incorporating innovation into Merrilee: Innovation. Yeah, so it's just Chris: Propelling success. Merrilee: We would try different flavors and this tastes gross or this tastes like medicine or no, I don't like it or I don't like the color of it or whatever. So we had an r and d team and they were fun people and that was really important to me. I wanted the ability to have the science aspect of it, but I also wanted the ability, we had a good formulation going so that we could do that. Now, one thing we decided when it was around, I don't know, four or five years in, we were thinking, oh, sales are starting to slump a little bit, wonder what's going on. We should start our own vodka and our own rum and our own gin and our own bourbon and start making those. We could do that. And so we started doing that. The thing we didn't do well was marketing of those products. So those products felt flat over two or three years. We had distribution, but we didn't know how to sell it because we had been selling in a different channel in a different way. So we went back and focused on our core learning from that mistake, just innovation is something else. Do you want to make things in a different shaped container? So we came out with the biggie, the giant biggie, and I had always wanted to make a big bowling ball sized buzz ball and everywhere I went, they were like, no, the Chris: Party size, we Merrilee: Can't do it party size, we can't do it. That's what they kept saying, you can't do it, you can't make it. It won't work. We found a way to make it work and it's one of the coolest looking things on the market and we've got witches potion coming out pretty soon. We've got biggie, BuzzBallz everywhere. Chris: I think one of the things you mentioned there, just it's okay to try new things and expand, but you've got to stay on top of 'em and I guess you said with the vodka and the bourbon and whatnot, eventually we're not as good at this. So you have to know just higher or firing fast, you have to know when to cut that off and go back to your core to really just focus on what you're good at and be the best at that. Merrilee: And so what we did with all that excess booze that we made is we just drank it in our bar. We had it at our bar at work. We had a nice big bar at work, so we would Chris: Some cost savings. We had to go buy support Merrilee: Our habits. Chris: So I'd be interested to know, you said you were in the Dallas area when you started this company. Do you feel that being in Texas as a entrepreneur and startup business had its advantages that allowed you to achieve the success that you have? Merrilee: I knew that Texas is a little bit cheaper than some of the other big cities out there, la, New York, and it's centrally located, so that helps a lot in terms of shipping, but I don't think that Texas particularly helped me other than this is where I grew my family and it was home Chris: Cheaper real estate. I think typically a legislature at the state level that's business friendly. Merrilee: Yeah, yeah, it is. I think that the other thing I wanted to make a point of is we have a big labor pool, not necessarily good though, it's a big labor pool, but sometimes you have to go through a bunch of people to find the right kind of people. What's that work ethic thing? Chris: Of course. So let's talk a little bit then about leadership and how you would describe your leadership style and how you think that evolved over time. Merrilee: I'm a hugger. I walk down the hall, I smile at everybody, I talk to everybody. I give them a hug, I eat lunch with 'em. It's an open door. So I think that is one thing that's different about me. I care about my employees so much. When COVID hit, one of the things we did that I'm especially proud of was we started our own little school. So I knew I needed employees to show up for a manufacturing plant, but how could they do that if they had to stay home to take care of their kids? Their kids' school was closed, so I was like, I'll start a school. And so I started a school onsite, a buzz ball school, hired a Texas education, the agency teacher and an aide, so a TE, a certified teacher and an aide, and we converted a conference room, big conference room into a kids learning center and we got headphones and we had them get their PCs from all their different schools. We had kids' books, we had play mats, we had tents, we had all kinds of stuff. We cooked breakfast for 'em, we cooked lunch for 'em, we gave them a snack, we helped them with their homework and then their parents could bring 'em to work at 6:00 AM before school starts, but 6:00 AM We had somebody there to greet those kids when their shift started, the people working and we'd help the kids, give them a snack, give them their homework, make sure they got everything done, and then their parents could eat lunch with them if they wanted to during that day and then pick 'em up at two or three o'clock in the afternoon when their shift was over. But that's one of the things I'm really proud of. That's like a different thing that we had to do for COVID. So we did a lot of things like the lunches, the free lunches. We also gave everybody time off between Christmas and New Year's, right around December 22nd to January 2nd, I just said everybody gets that time off because of when I was a teacher. That was really important to have that family time and when you're working your job for your first year when you're out of college, or even if you never went to college, you get two weeks vacation. That's not enough for the whole year. So two weeks vacation plus a week of PTO for sick time, and then you get this extra 10 days off paid and you don't have to come to work. You can make that plan and go to New York for your family. And then we also give them a bonus at Christmas so that they could buy some Christmas presents. Some of them were paycheck to paycheck and so it meant lot. Yeah, just little celebrations, chili cook-offs and dinosaur races and silly stuff, but it was good. It was a good relationship, good culture. Chris: What you just mentioned about the school during COVID is fascinating to me and brilliant by the way, so kudos to you that would fit within my definition of innovation. Thinking outside the box and going, one, you have to keep your business going and so how can I do this given what my workforce is dealing with? And you found that is an amazing solution. Merrilee: We also decided that we would be an essential business, so we made BuzzBallz, hand sanitizer, we took some of our spirit based vodka and rum and gin and put these little toppers on them instead of the 50 ml size that's on the airplane that had a screw cap, put these tops on 'em and then made hand sanitizer, gave it out to all the lab corps, all the hospitals in the Dallas-Fort Worth area, all of the grocery stores, Southwest Airlines, American Airlines, spirit Airlines, we gave it out to so many people and all the hospitals and everything. So that was one way that we could stay in business made us essential. Chris: It's funny, I had some clients do some similar things with hand sanitizers during that time. Of course, looking back, if you remember the spike in alcohol cells during COVID, it seems like it would've been a natural essential business anyway, right? Merrilee: Straight answer from any kind of government saying essential business or not. I was like, we're going to make ourselves essential, and people wanted to buy our hand sanitizer and I'm like, no, we're giving it for free. We're not doing it for money. We're doing it for the betterment of mankind. Chris: At that point, it was so uncertain, right? Merrilee: Yeah, we thought we were going to die, we're going to all Chris: Die. Thank goodness that didn't happen. We've suffered that. I think there's been a slow progression back to normalcy in the business world as a result of COVID. You see it more and more the work remote versus now just this year a lot more about five days a week back in the office, which four or five years ago, you never thought that would happen. Merrilee: That really made me mad too, that everybody was expecting to work from home forever, and I was just like, that's not real life people. You need to collaborate with other people. You need to get things done. And you can't do it in a bubble unless you're like a computer programmer and that's all you do all day is sit in front of your pc. It doesn't make any sense if you're in a people oriented business. Chris: I couldn't agree with you more. And that's what our firm is, people oriented, customer service, customer facing professional services, and we say we're better together and the collaboration is key. It's where learning and training and development come from, and we think where our best client service comes from. So we got to be together. We actually got back in the office in May of 2020 in a smart and safe way, but it was that critical. Merrilee: It's changed time and leveraging technology. I've just noticed such a flowing in customer service and an accountability and when you call somebody to set up an appointment for something, you get some robot on the phone and you push one and you push two and then you push one and then you push three and then you get somebody that's a voicemail or whatever. It's so frustrating. There is such a decline in accountability. It's like somebody's always passing the buck to somebody else or that's not my department. I don't do that. And companies have gotten so big, and I'm talking about the big at ts, the big companies that don't ever answer their phone, they don't have a human that answers their phone. You can't get support. And I think that when it's just so refreshing when you have a company that actually answers their phone, that actually responds to your email that you sent, even if it's a complaint, somebody listened. Somebody responded, oh crap, I'll buy their stuff forever because of that. I was mad, but now I'm happy. Chris: So true. So you mentioned something, it was a while back, but you talked about making mistakes along the way. Can you give us an example of maybe one or two where you're like failure or mistake, but that you learned through persevered through made you better because you had that experience? Merrilee: Yeah, so I had so many mistakes. I think that it's so important to make mistakes because you don't get better unless you make mistakes. Mistakes don't mean failure. Overall. Mistakes mean it's an opportunity to change it for the better, to make your product better, to make it more solid. One of the things early on that I did was I was making a pina colada and I was using real coconut cream. A lot of these entrepreneurs come to me, I'm going to do everything with real stuff. It's healthy, it's this, it's that. It's whatever. I'm not going to use anything artificial. That's great. Okay, go for it. Is it shelf stable? Was it going to rot on the shelf? All those kinds of questions I have that come up when you do a commercial product. But anyway, I was making this pina colada coconut cream. What I didn't know, what I didn't Google was that coconut cream freezes and turns solid at 70 degrees Fahrenheit. So I'm sitting here making this coconut cream. Oh my gosh, taste is so good. The pina coladas were so awesome. And then after that sat there on the shelf for about two or three months, it started to clump up and it looked like cottage cheese in the container. So when people would open it up, they're like, so that was one mistake that I learned from and had to fix, and we did and it's awesome. Another mistake I made was I was using real orange juice in my, instead of triple suck, I was using some orange juice in my tequila, Rita, it was a margarita, and I wanted just a little tad of orange juice in there. That orange juice pulp turned brown over time and you don't notice it when you make it. You don't notice it when you test it, but it looked like fish food floating around in the bottom of my container. You could see through my container Chris: Once it goes on the shelf and sits for a while right then, Merrilee: And people are going, I'm shaking it and there's brown specks going around in here. What is that? So these were all early lessons learned, just things you learned just by running the machinery or by cleaning products or by making the containers. I can't even tell you how many mistakes I've made, but I think most of my mistakes were later on more with people than with product And also just learning who to trust. Trusting your gut instinct I think is one of the most important things entrepreneurs have to do. When you feel something's wrong, it is wrong. Even if you meet somebody that seems to be nice or really important, they might just be weird or they might have a problem. So got to keep your distance. Chris: That's good. On that point, any advice you received along the way from someone that really stuck with you and helped you through the journey? Merrilee: There was lots of times I had advice, but it wasn't really framed in terms of advice. I remember when it was pretty early on, my dad came to see me and it was before we knew any level of success and he sat there and he looked at the buzz ball and he goes, I think you might have something here. And that just felt so good to me to hear that from someone else. And it wasn't because he was my dad, it was just like he was just a normal person looking at a normal product and he was judging it and I thought, wow, okay. He said that. Another one that comes to mind is Blair Casey. He was an original distributor for me, and he was the first guy to bring in my buzz ball product into Texas. He worked for Glazer's at the time, and then I hired him in 2017. He came on board and became my head of sales. Anyway, this guy was always positive. I relate him to Ted Lasso, but he's just so positive. But he always was, glass is always half full with that guy, and I always remember his way of being more than him saying the glass is half full, but the glass was always half full with Blair. And even when you focus on how it's half empty, you got to remember that it's also half full. Chris: Look for the positives in the learning though. That's great. Great stuff. Merrilee really appreciate your insights and sharing your story. A couple of things just to maybe wrap things up more Texas specific. Is there anything, having been in Texas for a long time, any traditions or things that you and your family like to do in the state or in the dallas Fort Worth area? Merrilee: I like to go to Stars games and things like that. My husband loves to play golf. My kids, I've got five grandkids now, so home is special to me. My home is the most important place to me and there isn't really, I can't say I like State Fair of Texas or the PBR Rodeo or anything like that is sticking out in my mind. I like to go occasionally, but I like to stay home a lot and I like to spend time at work a lot and I love Christmas holiday lights. Just the holiday season, seeing all the lights, it just warm my heart. It just makes me feel good. Chris: That's great. Okay. Here's a question for you. Do you prefer TexMex or barbecue? Merrilee: TexMex with lots of cheese. Chris: Lots of cheese. I can relate to that. Merrilee. This has been great. I really appreciate your time. Congratulations on just what a cool story coming from a teacher to a very successful alcoholic beverage manufacturer. Merrilee: Oh, thank you. Thank you. I'm on my new things now and I'm actually making some barbecue sauce and doing some other things with gourmet land that's a completely different new products, new company, and that's where I'm spending a lot of my time now. And RAC is carrying the torch for BuzzBallz and they're doing a great job. Chris: Well, it sounds like you meet the definition of some of my favorite people, which is serial entrepreneur onto the next thing. Merrilee: Can't stop. Chris: I love it. I love it. This has been a pleasure. Thanks again and wishy continued success. Merrilee: Thank you so much. I appreciate it. Chris: And there we have it. Another great episode. Don't forget to check out the show notes at boyer miller.com/podcast and you can find out more about all the ways our firm can help you@boyermiller.com. That's it for this episode. Have a great week and we'll talk to you next time. Special Guest: Merrilee Kick.
Growth and profitability all starts with having solid financial data. Without it, you're basically flying blind.Financial expert Jessica Nunn shares the top five best and worst things aesthetic practices can do when it comes to their bottom line. When you understand your finances, you can actually be profitable instead of just hoping for the best.Jessica breaks down some of the most common mistakes she sees from her work with hundreds of aesthetic professionals of all sizes and stages of growth. About Jessica NunnJessica Nunn founded Maven Financial with a vision to make strategic financial advice accessible to every small business owner. She understands that her clients carry the responsibility of maintaining a business, meeting their goals, paying their employees, paying themselves, and providing for their families. Her job is to make the complex world of revenue, profitability, and key performance indicators clear and simple. Learn more about Maven Financial PartnersFollow Maven Financial Partners on Instagram @mavenfinancialGuestJessica Nunn, Founder & CEOMaven Financial PartnersHostRobin Ntoh, VP of AestheticsNextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City
Rogel Mari Sese is Director at ADDVentures Innovation Center. ADDVentures Innovation Center is the technology business incubator and innovation hub of Ateneo de Davao University in Davao City. ADDVentures Innovation Center incubates startups in the aerospace and robotics technologies, helping them turn ideas into market-ready products. Watch the episode to learn more about the services that ADDVentures Innovation Center provides for startups! This episode is recorded live at ADDVentures Innovation Center, technology business incubator and innovation hub of Ateneo de Davao University in Davao City.In this episode | 01:37 Ano ang ADDVentures Innovation Center? | 06:31 What services are provided by the incubator? | 17:13 What type of startups are supported? | 24:46 How can interested startups join? | 30:07 What is the story behind the incubator? | 37:57 How is the startup ecosystem in Davao? | 46:55 What are future plans for the incubator? | 52:41 How can listeners find more information?ADDVENTURES INNOVATION CENTERFacebook: https://facebook.com/ADDUVenturesTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)PIXEL 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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
Check out my newsletter at https://TKOPOD.com and join my new community at https://TKOwners.com━I walk you through exactly how I validate an online business idea before I ever launch it, using real data from places that actually matter. I use GummySearch, Reddit, and review sites like Captera, G2, GetApp, and TrustRadius to pull the true pain points and must haves for QuickBooks and Xero, then I run the same prompt across ChatGPT, Claude, Perplexity, and Manus to cluster the findings. The big three complaints are unreliable bank feeds, constant pricing increases, and poor customer support, while the must haves are clean invoicing, simple reconciliation, and easy cloud access with multi user collaboration. To show how fast you can move, I spin up a Carrd landing page on LazyBooks.com, wire it to Beehive for email capture, and put a simple message out for small businesses that hate bookkeeping. If you want a simpler tool built for businesses with zero to ten employees, join the LazyBooks waitlist below.Try PickFu and get 50% off your first poll with code TKOPOD at https://www.pickfu.com/#_r_tkopod30% off for three months with code CHRIS30 at checkout - https://www.beehiiv.com/chrishttps://try.carrd.co/fs12zhlchttps://gummysearch.com/?via=chris-koernerEnjoy!---Ask me a question on or off the show here: https://tkopod.co/p-askLearn more about me: https://tkopod.co/p-cjkLearn about my company: https://tkopod.co/p-cofFollow me on Twitter here: https://tkopod.co/p-xFree weekly business ideas newsletter: https://tkopod.co/p-nlShare this podcast: https://tkopod.co/p-allScrape small business data: https://tkopod.co/p-os---PROMPT: Your job is to act like a research assistant with agentic browsing and scraping powers. I want you to investigate public review sites (Capterra, G2, GetApp, TrustRadius, and similar) and extract real user pain points and “can't-live-without” features for QuickBooks (Online + Desktop) and Xero.Steps:1. Scrape reviews across multiple platforms (Capterra, G2, GetApp, TrustRadius, Reddit, app store reviews if available).2. Collect at least 200+ recent reviews (past 2 years).3. Parse and cluster feedback into two categories: - *Pain points* (things users hate, churn reasons, frustrations, broken features, cost complaints). - *Must-haves* (the specific features or outcomes users rave about and would never give up).4. For each cluster, include: - Direct sample quotes from real users (keep them short). - Frequency (# of times it appeared across reviews). - Sentiment strength (light annoyance → dealbreaker).5. Summarize into a ranked list: - Top 10 pain points across both platforms. - Top 10 must-have features across both platforms.6. Call out any hidden gems — recurring insights from smaller groups that big competitors might be missing (ex: bank-feed stability, reconciliations, multi-currency, customer support).7. Deliver a final “opportunity map” — 3–5 areas where a slimmed-down competitor could wedge in, based on high-frustration/low-satisfaction pain points paired with still-high demand for core features.Output format:- Clear tables (Pain Points, Must-Haves).- Ranked lists with numbers.- A concise final summary with the best 3–5 wedge opportunities.Make sure all insights are backed with real review data, not generic summaries.At the end of your report give me your unfiltered unbiased take on whether or not I should start this business. Be brutally honest for me, and assume I have a 10x developer on my team, because I do.
Do This (with quickbooks). Not That.
Want better results from your prompts? Get the Advanced Prompt Engineering guide: https://clickhubspot.com/wrm Episode 72: What if building an AI agent was as easy as texting a friend? Nathan Lands (https://x.com/NathanLands) sits down with repeat guest Flo Crivello (https://x.com/Altimor), founder and CEO of Lindy—the AI agent platform taking Silicon Valley by storm. Flo shares the debut of Lindy 3.0, a major revamp aimed at maximum ease-of-use and capability—aiming for nothing less than a full “AI employee.” This episode dives into real-world demos where Lindy automates CRM management, prospecting, content creation, QA testing, grocery shopping, spam blocking, and even competitor research—all with natural language prompts and no technical skills needed. Flo explains the vision for an infinite army of AI “interns,” transformative workflow upgrades, and why he believes we're just scratching the surface of the coming AI wave. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI Agents: Effortless Workplace Revolution (03:53) Quick COD App Demo Insight (06:31) Automated Lindy QA Demo (11:35) AI Agents for Competitor Analysis (13:30) Automated Content Strategy System (17:58) Understanding New Life in AI (19:33) Optimism for Tech Advancement (22:25) Future of Code: Free Production Debate (27:45) AI Transformation Leadership (28:49) QuickBooks Invoice Processing Struggles — Mentions: Flo Crivello: http://linkedin.com/in/florentcrivello/ Lindy: https://www.lindy.ai/ Lovable: https://lovable.dev/ Zapier: https://zapier.com/ QuickBooks: https://quickbooks.intuit.com/ Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano
Send us a textDoug Greenwald shares his journey from skilled technician to successful integration business owner, revealing how he developed Projects360 software to solve the unique project management challenges of low-voltage companies.• Starting a low-voltage business requires shifting from working IN the business to working ON the business• Standard operating procedures (SOPs) are critical for growth and should be implemented while companies are still small• The "last 5%" of projects (documentation, testing, closeout) often prevents final payment and reduces profitability• Weekly operations meetings that include lead technicians create project ownership and improve communication• Project management software should be industry-specific to address the unique workflows of low-voltage contracting• Projects360 offers integrated CRM, proposal generation, project management, scheduling, and inventory tracking• Small companies aren't "too small" for proper systems—implementing processes early makes scaling easier later• Change orders and project tracking capabilities help maintain profitability and prevent scope creep• QuickBooks integration streamlines invoicing and financial managementIf you find value in this content, consider clicking the QR code on screen to buy Chuck a cup of coffee or schedule a 15-minute one-on-one call. Join us Wednesday nights at 6pm Eastern Standard Time for live streaming on TikTok, Instagram, Facebook, YouTube, and LinkedIn where you can ask your favorite RCDD questions.Support the showKnowledge is power! Make sure to stop by the webpage to buy me a cup of coffee or support the show at https://linktr.ee/letstalkcabling . Also if you would like to be a guest on the show or have a topic for discussion send me an email at chuck@letstalkcabling.com Chuck Bowser RCDD TECH#CBRCDD #RCDD
Charles Ramos is Founder at Taco Dash. Taco Dash is the newest buy one take one taco joint in Davao City! Focusing on unique taste and value for money, they seek to penetrate the Davao market and go even beyond! Try their bestseller, Quesabirria Taco! This episode is recorded live at ADDVentures Innovation Center, technology business incubator and innovation hub of Ateneo de Davao University in Davao City.In this episode | 00:51 Ano ang Taco Dash? | 06:18 What problem is being solved? | 15:51 What solution is being provided? | 31:06 What are stories behind the startup? | 52:12 What is the vision? | 59:13 How can listeners find more information?TACO DASH | Facebook: https://facebook.com/profile.php?id=61557451131216 | Instagram: https://instagram.com/TacoDashADDVENTURES INNOVATION CENTER | Facebook: https://facebook.com/ADDUVenturesTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)PIXEL 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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 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.----------------------------------------Hey friends,Welcome back to Funding Rounds, where we break down the week's most impactful startup and venture funding announcements—highlighting the mission, the money, and the impact behind it all.This week, over $1 billion was invested across public safety tech, clean energy, autism care, robotics, carbon removal, and more. Let's get into it.First Due Secures $355 Million to Scale Public Safety SoftwareFunding: $355 MillionGoal: Expand public safety and emergency response software solutionsImpact: Empowering first responders with technology to improve community safety
Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:38) - Hector's Recent Adventures (04:05) - The Evolution of Pricing in Accounting (05:58) - Intuit Enterprise Suite: Compliment Sandwich (07:08) - Feedback on Intuit Enterprise Suite (13:11) - Challenges with QuickBooks Online (19:20) - New Features in Intuit Enterprise Suite (25:29) - Multi-Entity Management in IES (39:22) - Navigating Multi-Entity Chart of Accounts (41:53) - Expense Allocation Enhancements (47:30) - Intercompany Sales and Transactions (56:13) - AI-Powered Cash Flow Forecasting (01:00:22) - A Few More New Features (01:07:27) - Milestones (01:13:30) - Upcoming Training and Events Alicia's upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907Kristen Nies Ciraldo's Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907Hector's App RightTool: https://righttool.app/Hector's Reframe Conference: https://www.reframeaccounting.com/We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Adi Dorado is Co-Founder at Hyper Coat Industries. Hyper Coat Industries specializes in car care. They are bringing the newest technologies to Davao City - such as paint protection film (PPF). Aside from this, they also provide other car care services such as carwash, detailing, ceramic coating, window tint, and more. This episode is recorded live at ADDVentures Innovation Center, technology business incubator and innovation hub of Ateneo de Davao University in Davao City.In this episode | 00:56 Ano ang Hyper Coat Industries? | 04:28 What problem is being solved? | 12:43 What solution is being provided? | 23:43 What are stories behind the startup? | 32:49 What is the vision? | 39:36 How can listeners find more information?HYPER COAT INDUSTRIES | Facebook: https://facebook.com/profile.php?id=61572775959782ADDVENTURES INNOVATION CENTER | Facebook: https://facebook.com/ADDUVenturesTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)PIXEL 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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
Hey retreat boss—it's time for a heart-to-heart. In this solo episode, Shannon Jamail gets real about a truth that most retreat leaders avoid:
Aldrich Tan is Managing Director at UXPH. UXPH Mini 2025 is a series of smaller, regional UX conferences happening in Davao, Cebu, and Manila. UXPH is the largest non-profit organization created by and for the Filipino design community. UXPH fosters innovation, growth, and mindful design practices across the nation through community events, design conferences, workshops, mentorship, and educational programs. Davao: August 23, 2025. Cebu: September 27, 2025. Manila: October 18, 2025.In this episode | 01:29 Ano ang UXPH? | 02:56 What is UX? | 22:56 How important is UX and design for startups? | 35:30 What is the upcoming UXPH Mini Conference 2025? | 40:36 How can listeners find more information?UXPH MINI 2025 | Website: https://2025.uxph.orgUXPH | Website: https://uxph.org | Facebook: https://facebook.com/uxphofficialTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)PIXEL 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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 solo episode, Chanie Wilschanski unpacks Three Money Truths every school leader must face in 2025.If your classrooms are full, your team is in place, and your calendar is set but you're still feeling financial, mental, and emotional pressure you're not doing anything wrong. You're likely experiencing what Chanie calls survival success: a quiet, creeping strain that comes from hitting the ceiling of patchwork fixes and short-term wins.This conversation is about moving beyond band-aid growth and into strategic, sustainable school leadership, where predictable rhythms, financial clarity, and strong operational systems replace last-minute scrambles and constant firefighting.Whether you lead an early childhood center or a private school, these truths will challenge you to shift from short-term relief to long-term stability, without burning out yourself or your team.What You'll LearnThe difference between band-aid growth and strategic growth in school operationsWhy 2024 bought you time, but not long-term stabilityHow fear-based pricing undermines your school's financial healthWhy delayed investments act as invisible debt on your school leadershipHow predictable rhythms replace burnout-driven decision-makingThe mindset shift needed to lead with clarity instead of constant reactionKey Insights2024 Bought You Time, Not StabilityLast year's cost cuts, tuition increases, and hiring sprints were survival moves—not long-term solutions. Without predictable systems for tuition planning, role clarity, and expense strategy, the same cracks will reappear.Fear Isn't Frugal, It's ExpensiveAvoiding tuition increases because of last year's pushback keeps you stuck in fear-based pricing. Strategic pricing includes clear messaging, timing, and parent education—so your value drives your rates, not anxiety.Delayed Investments Create Invisible DebtPostponing hires, system upgrades, or automation drains time, energy, and capacity—even if your QuickBooks doesn't show it. Relief doesn't come from cutting support; it comes from building a team and systems you can trust.Try This Instead: From Band-Aid Growth to Strategic GrowthTuition Strategy: Build a review schedule for market positioning and messaging so increases are planned, not reactive.Hiring Pipeline: Create clear role definitions and accountability systems for every hire.Expense Efficiency: Review financials on a set schedule to guide decisions based on data, not panic.Operational Rhythms: Design rhythms you can return to when circumstances shift, because they always will.Memorable Quotes:“Survival success doesn't announce itself—it's a slow suffocation.”“You're not failing. You're outgrowing patchwork.”“Fear-based pricing will cost you far more than a rate increase ever will.”“Cash hoarding isn't leadership—delayed investments are invisible debt.”Why This Matters for School LeadersEnds the cycle of scrambling and short-term fixesBuilds school operations that support long-term sustainable growthReduces burnout and decision fatigue for leaders and teamsProtects your school culture from instability and fear-driven choicesPositions your school to adapt confidently in changing marketsResources & Next StepsWant to identify the hidden drains on your school's profit? Join Chanie next week for a new series on The Six Money Leaks, where she'll walk you through the most common areas schools lose revenue and exactly what to do about them.
Cherryanne Lee Angoy is Founder and CEO at AIMHI. AIMHI Construction App is an AI-powered construction management platform for construction companies to minimize delays, increase efficiency, and maximize profitability. More than just a scheduling tool, AIMHI Construction App is a centralized platform for managing materials, inventories, equipment utilization, manpower, finances and estimates for different users. AIMHI also integrates AI by smart project planning, critical path identification, decision support, construction budgeting, cost estimation, risk analysis, and more. AIMHI does the management, analysis, and optimization while the builders focus on building. This episode is recorded live at Kalipay sa Baybay Resort in the Island Garden City of Samal, Davao del Norte.In this episode | 01:40 Ano ang AIMHI? | 05:16 What problem is being solved? | 11:53 What solution is being provided? | 34:00 What are stories behind the startup? | 49:23 What is the vision? | 53:10 How can listeners find more information?AIMHI | Website: https://aimhi.ai | Facebook: https://facebook.com/aimhiconstructionKALIPAY SA BAYBAY | Facebook: https://facebook.com/KalipaySaBaybayTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)PIXEL 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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
Why is residential solar still so hard in the US? Andrew McGuigan will wager an answer.After 13 years in the solar trenches—from knocking doors at Sungevity to leading OpenSolar's global expansion—Andrew has seen every twist of the solar coaster. Now at OpenSolar, he's got a front row seat to helping 25,000+ installers worldwide streamline their businesses and survive the industry's many curveballs.In this live conversation from the NABCEP 2025 stage, Andrew unpacks the economic and operational bottlenecks plaguing U.S. residential solar—and how he's helping contractors fight back. From permitting nightmares to bloated sales commissions, the U.S. market still carries some of the highest soft costs on Earth.But there's a shift underway—one driven by smart workflows, instant permitting, embedded finance, and a deep understanding of the homeowner journey.
Sheila Bayquin is Project Leader at STEP APP TBI. Kristine Mae Ampas is Assistant Project Leader at STEP APP TBI. Vincent Louie Cabelin is Project Staff at STEP APP TBI. STEP APP TBI is a technology business incubator based in Sultan Kudarat State University in Tacurong City, Sultan Kudarat, Region XII. STEP APP TBI incubates startups infusing technology with the agriculture, aquaculture, and halal industries, helping them enhance their product and bring them towards commercialization and product-market fit. Watch the episode to learn more about the services that STEP APP TBI provides for startups! This episode is recorded live at STEP APP TBI, technology business incubator in Sultan Kudarat State University in Tacurong City, Sultan Kudarat.In this episode | 01:00 Ano ang STEP APP TBI? | 02:37 What services are provided by the incubator? | 11:38 Who are notable startups supported by the incubator? | 23:05 How can interested startups join? | 27:10 How is the startup ecosystem in Sultan Kudarat? | 38:57 What is the story behind the incubator? | 58:16 What are future plans for the incubator? | 1:02:58 How can listeners find more information?STEP APP TBI | Facebook: https://facebook.com/DOSTTBISTEPAPPTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph, https://bit.ly/SproutPayrollStarterAPEIRON: 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)Pixel 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/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.https://www.firmofthefuture.com/product-update/july-2025-mpu/Kristen Nies Ciraldo's Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm3 CPE, intermediate-level classRegister at http://royl.ws/restaurants?affiliate=5393907Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:42) - Enhancements in QuickBooks Bill Pay (02:29) - Streamlined Workflow for Estimates and Deposits (06:17) - QuickBooks Online Payroll Improvements (09:31) - QuickBooks Live Expert Assist and Priority Service (11:16) - Special Announcement: Restaurant Accounting Course (12:58) - Conclusion and Closing Remarks
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Tony Harcourt CEO & Co-Founder of WorkGuru Tony Harcourt returns to chat with Heather about WorkGuru's recent product updates, the challenges facing SMEs, and the role of automation and integrations in improving day-to-day operations. Summary Today I'm speaking with Tony Harcourt CEO & Co-Founder of WorkGuru WorkGuru is a Project Management solution tailored for SMEs in manufacturing, construction, engineering, and fabrication. In this episode, we talk about . . . WorkGuru Highlights: Celebrating 7 years. Focus on automating business workflows and enhancing project visibility. Feature Releases Discussed: Workflows Engine: Automate project actions (e.g. invoice alerts, follow-ups). Scheduling Optimization: Drag-and-drop team allocation with load visibility. Gantt Charts: Visual project timelines with logical dependency control. Mobile App Overhaul: New UI with mobile-friendly features including receipt upload. Integrations: Accounting: Xero, QuickBooks, MYOB OCR & Approvals: EasyBills (with PO matching) Payments: Pinch Payments (GuruPay) Task Management: Asana (two-way sync) Document Storage: SuiteFiles, Dropbox, Google Drive Payroll/HR: Tanda integration E-commerce & CRM: New integrations with Shopify and HubSpot Tony's Take on Tech: Clear distinction between automation (repeatable tasks) and AI (tool for speed & code support). AI is useful but not foolproof—best as a developer accelerator. Heather & Tony Discuss: Why advisors should niche and partner with robust platforms like WorkGuru. The importance of support and access—WorkGuru runs live drop-in support twice a week. Upcoming at Xerocon 2025: Branded swag, travel prize giveaway, live demos at the WorkGuru booth. Mid-con party on Emporium Hotel Lina rooftop with Brisbane-based apps. Register here : https://lu.ma/qxj8umqt Contact details: Tony Harcourt : https://www.linkedin.com/in/tony-harcourt/ W: https://workguru.io/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
Kristoni Go is Founder at Studentship Philippines. Studentship Philippines is a social enterprise providing innovative technology-based learning for Filipino public schools. Starting in Sultan Kudarat, they have now reached around 40 schools where the Studentship app is being used. Studentship Philippines provides students with educational resources through an app to improve learning and support schools outside metro areas, ensuring equal opportunities for all Filipino students. Recorded live at STEP APP TBI, technology business incubator in Sultan Kudarat State University in Tacurong City, Sultan Kudarat.In this episode | 01:40 Ano ang Studentship Philippines? | 06:48 What problem is being solved? | 08:52 What solution is being provided? | 41:28 What are stories behind the startup? | 57:16 What is the vision? | 01:03:18 How can listeners find more information?STUDENTSHIP PHILIPPINES | Website: https://studentship.ph | Facebook: https://facebook.com/StudentshipPHSTEP APP TBI | Facebook: https://facebook.com/DOSTTBISTEPAPPTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiOUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders 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.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTubeSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
Where's the MONEY Are You a Financial Coach Working with Small Businesses & Entrepreneurs? You might be experiencing:
Watch the YouTube version of this episode HEREAre you looking for advice on how to keep a firm running smoothly? In this episode of the Maximum Lawyer Podcast, Tyson interviews Gary Allen, a lawyer-turned-legal tech founder who shares lessons learned from witnessing two law firm collapse. Gary talks about inefficiencies and cultural barriers in traditional firms, then explains how these experiences inspired the creation of Lean Law.Gary shares his thoughts on the issues that can lead to the collapse of a law firm. One big issue is too much overhead in comparison to what a firm is making. In Gary's experience, his former employer paid too much overhead (i.e. rent, utilities), but the firm did not bring in as many clients which led to a lack of money being generated. There needs to be a formula that is followed to ensure clients are being brought in so a business can sustain itself. Another issue is time overhead, in which lawyers are working but the hours are not billable. This can cause lawyers to put in so much time and energy into work that they cannot be paid for.Gary delves into the creation of Lean Law, which is a company focused on streamlining law firm financial management through technology. Lean Law is the financial operating system for many law firms and helps firms process legal fees. It integrates Quickbooks, so firms can personalize their financial management to ensure fees flow in and out of the firm. It is a great tool for law firms to have so all finances are streamlined and money is in order.Take a listen!01:11 Lessons from Large Firm Failure03:27 Transition to a Healthier Firm10:57 Overhead Awareness and Cost Control 12:09 Transition to Legal Tech: The Spark for Lean Law 14:44 Vision for All-in-One Legal Software 30:58 AI Disrupting Legal Marketing and PPC Tune in to today's episode and checkout the full show notes here. Connect with Gary:Website Facebook Facebook Gary LinkedIn Gary Linkedin X Youtube
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Joe Selayro is Owner at J7 IT Solutions. J7 IT Solutions offers services such as software, hardware, and network infrastructure for companies. Currently, they are focusing on providing IT solutions for hotels and cooperatives in Region XII (and beyond) but have also done various software development projects in the past. Right now, they are also providing multimedia services such as video editing, creatives, and more. They are based in Tacurong City in Sultan Kudarat but serve clients anywhere in the country. This episode is recorded live at STEP APP TBI, technology business incubator in Sultan Kudarat State University in Tacurong City, Sultan Kudarat.In this episode | 01:06 Ano ang J7 IT Solutions? | 06:46 What problem is being solved? | 09:35 What solution is being provided? | 21:27 What are stories behind the startup? | 40:19 What is the vision? | 42:14 How can listeners find more information?J7 IT SOLUTIONS | Website: http://j7solution.com | Facebook: https://facebook.com/J7ITSolutionSTEP APP TBI | Facebook: https://facebook.com/DOSTTBISTEPAPPTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: 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)Founders 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.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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/StartUpPodcastPHWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
Engr. Clent Yoro is Head Engineer at RPR 1030 Corporation. Kaaren Mabel Rubin is Corporate Secretary at RPR 1030 Corporation.RPR 1030 Corporation is the first systems integrator company in Region XII bridging innovative solutions for business growth. They help the public sector and private companies in SOCCSKSARGEN adopt technological innovations and digital transformation by providing systems integration with their software and hardware infrastructure needs.This episode is recorded live at STEP APP TBI, technology business incubator in Sultan Kudarat State University in Tacurong City, Sultan Kudarat.In this episode | 01:07 Ano ang RPR 1030 Corporation? | 04:57 What problem is being solved? | 13:41 What solution is being provided? | 7:37 What are stories behind the startup? | 32:17 What is the vision? | 38:35 How can listeners find more information?RPR 1030 CORPORATION | Website: https://rprprime.com | Facebook: https://facebook.com/rprprimeSTEP APP TBI | Facebook: https://facebook.com/DOSTTBISTEPAPPTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: 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)Founders 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.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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/StartUpPodcastPHWebsite: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Now on Spotify Video! Want your business to cut through the noise in today's crowded marketplace? It all starts with having the right marketing strategy for your offers. In this final episode of the Passion to Profit series, presented by Intuit, Hala Taha reveals the core strategies entrepreneurs need to effectively market their offers. From compelling messaging to storytelling that resonates, gain insider secrets from digital marketing experts like Russell Brunson, Tom Bilyeu, and Donald Miller on how to stand out and drive explosive sales. In this episode, Hala will discuss: (00:00) Introduction (01:12) Marketing Tips for Attracting Ideal Buyers (05:42) The Power of Storytelling in Marketing (10:04) Building a High-Converting Marketing Funnel (16:39) Choosing the Right Platform for Your Business (22:23) Building Trust Through Authentic Engagement Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert. Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert. Resources Mentioned: YAP E292 with Julie Solomon: youngandprofiting.co/MakeMoneyInstagram YAP E312 with Russell Brunson: youngandprofiting.co/Million-DollarFunnel YAP E327 with Tom Bilyeu: youngandprofiting.co/Billion-DollarMindset YAP E214 with Donald Miller: youngandprofiting.co/MakeFirstMillion YAP E318 with Rudy Mawer: youngandprofiting.co/ScalingMillion-DollarBrands YAP E348 with Kipp Bodnar: youngandprofiting.co/InboundMarketing YAP E339 with Adam Schafer: youngandprofiting.co/OrganicSales YAP E155 with Kelly Roach: youngandprofiting.co/ConvictionMarketing Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, SEO, E-commerce, LinkedIn, Instagram, Social Media, Content Creator, Advertising, Social Media Marketing, Communication, Video Marketing, Social Proof, Marketing Trends, Influencers, Influencer Marketing, Digital Trends, Content Marketing, Online Marketing, Marketing Podcast
Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.Sponsors(00:00) - Introduction and Hosts' Catch-Up (01:20) - Overview of July 2025 'In the Know' Session (03:27) - ProAdvisor Community News and Upcoming Courses (05:53) - QuickBooks on the Intuit Platform (11:28) - New Features in QuickBooks Online (19:24) - Bank Feeds Innovations (30:39) - Navigating Action Buttons (31:02) - Enhanced Grouping Features (31:24) - AI Assistance in Transactions (34:16) - Detecting Bank Fees (34:55) - Combining Matches in Bank Feeds (36:54) - New Accounting Agent Features (39:39) - Context Gathering for Transactions (43:28) - Anomaly Detection in Reports (46:06) - Improved Reconciliation Process (47:07) - Bill Pay Basic in All Plans (54:05) - Training and Membership Updates In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharingIntuit's Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingSign up for Alicia's Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907Dan's Links:Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDan's Blog on the AI Agents - https://snip.ly/UQAPAIAgents Dan's Blog on the AI Bank Feed: https://snip.ly/UQBAIBank QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Kherk Roldan is Founder & Visionary at School of Profits.School of Profits is a Filipino-led community for aspiring freelancers, VAs, agency builders, and online earners. Inside, you'll find step-by-step guides, live workshops, ready-to-use resources, and real support from fellow Pinoys. Built to help you start, grow, and earn online—together.In this episode | 01:18 Ano ang School of Profits? | 08:42 What problem is being solved? | 11:42 What solution is being provided? | 30:08 What are stories behind the startup? | 48:11 What is the vision? | 54:11 How can listeners find more information?SCHOOL OF PROFITS | Website: http://schoolofprofits.academy | Facebook: https://www.facebook.com/profile.php?id=61577771356445THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: 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)Founders 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.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: 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/StartUpPodcastPHWebsite: https://phstartup.onlineEdited by the team at: https://tasharivera.com
On this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Leeroy Beeby, chartered accountant, entrepreneur, and founder of Checkthelevel.com—to talk about the real-world struggles and solutions in the world of small business finance. Leeroy shares his journey from South Africa to Bermuda to Canada, and how growing up in a family of serial entrepreneurs shaped his drive for innovation. He opens up about the challenges of building and managing remote teams, how introverts thrive in entrepreneurship, and the lessons learned from hiring (and firing) fast. Most importantly, Leeroy unpacks the most frequent—and expensive—bookkeeping mistakes businesses make, and how his company's “Grammarly for bookkeeping” is helping owners and bookkeepers catch errors before they snowball. You'll hear actionable advice for entrepreneurs and accounting professionals alike, plus candid takes on the reality of AI in bookkeeping, remote work culture, and why sustainable growth matters more than just getting bigger. Ready to feel more confident about your books? Grab your headphones and get ready to learn, laugh, and start seeing your financials in a whole new light! Try Checkthelevel.com with a 30-day free trial (no credit card required), and connect with Leeroy on LinkedIn or by emailing contact@checkthelevel.com. **Contact Ed Parcaut:** -
In this episode of Farm4Profit, we explore the digital tools transforming the cattle industry with the innovators behind Performance Livestock Analytics. The spotlight is on two core technologies—Performance Beef and Cattle Krush—both designed to simplify the complexities of raising and marketing cattle.Performance Beef is a cloud-based cattle management software tailored for feedlot and cow-calf producers. It digitizes feed management, health records, cost-of-gain tracking, and market prep—all in one simple dashboard. With real-time updates and seamless integration with feed trucks, Bluetooth scales, and QuickBooks, it saves time, reduces errors, and supports more profitable decisions. And with more than 5 million cattle on feed and a 96% customer retention rate, producers are clearly seeing value.We also dig into Cattle Krush, a real-time market insights app that pulls data from the Chicago Board of Trade to help producers make informed buying and selling decisions. Tools like Auction Advisor, My Lots, and Profit Alerts show exactly where a producer stands—down to the head—on profitability and breakevens.The team shares how they identified this massive need in the industry, how user-friendly the platforms really are, and where they see the cattle industry heading as technology and data play a growing role in profitability. We wrap with real-world success stories and advice for anyone looking to upgrade how they manage their livestock operation. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/
Start a consulting business in the federal contracting: https://govclose.com GovClose graduate Des Daniels shares how he went from running his own small government contracting business to landing high-ticket B2B clients and growing a consulting firm — while traveling the world.We talk about the challenges of selling to the government vs. selling B2B, how to win clients as a consultant, and why having a system (and community) is the key to success.Watch next:What is government contracting? https://youtu.be/NzM23bK3g8IRun a GovCon business from anywhere: https://youtu.be/9ssNjSwx8n0⏳ Chapters00:00 – Why Des joined GovClose despite already winning contracts01:00 – The cashflow struggle: loans vs. smarter revenue streams02:00 – Discovering the consulting business model in gov contracting03:00 – Verifying GovClose with past students before joining04:15 – First impressions of the program: flexibility and strategy05:30 – How the program combines federal contracting & B2B skills06:45 – Moving from training to actually closing clients09:00 – The B2B sales learning curve (and how it differs from B2G)10:15 – How Des landed his first $4k/month client11:45 – How much should you charge as a federal consulting advisor?13:15 – Learning from the War Room & GovClose community15:00 – Why the community is so powerful: diverse experts at your fingertips17:00 – Projected revenue goals: $250k+ in year one, $500k–$750k 5 years19:45 – Running a govcon consulting firm while traveling the world22:00 – The value of accountability and mentorship in growing faster25:15 – Setting up your business properly: banking, QuickBooks, VA support27:15 – How Des and his wife split responsibilities running the business28:30 – The sweet spot of what you like, what you're good at, and what pays31:00 – Specializing in helping 8(a) and disadvantaged businesses succeed33:15 – Why most 8(a) businesses fail to leverage their certification34:15 – Where Des sees his consulting business heading next36:00 – How to contact Des and what to avoid askingJOIN the GovClose CommunityRING the bell
Now on Spotify Video! Crafting a winning business offer is one of the most critical and often overlooked steps in building a profitable venture. Without a validated offer, even the most passionate entrepreneurs risk building a business no one needs. In this episode of the Passion to Profit series, presented by Intuit, Hala Taha breaks down the building blocks of an irresistible offer. You'll hear from powerhouse entrepreneurs like Alex Hormozi, Amy Porterfield, and Russell Brunson on how to master the art of giving people exactly what they want. In this episode, Hala will discuss: (00:00) Introduction (00:00) Market Research: The Key to Starting a Business (00:00) How to Position Your Offer for Success (00:00) The Power of Value Selling (00:00) The Psychology of Pricing (00:00) How to Test and Refine Your Business Offer Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert. Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert. Resources Mentioned: YAP E199 with Alex Hormozi: youngandprofiting.co/TheValueEquation YAP E244 with Amy Porterfield: https://youngandprofiting.co/QuitMyJobBuiltaBusiness YAP E302 with Cal Fussman: youngandprofiting.co/PowerofQuestions YAP E155 with Kelly Roach: youngandprofiting.co/ConvictionMarketing YAP E312 with Russell Brunson: youngandprofiting.co/Million-DollarSalesFunnel YAP E337 with Adam Schafer: youngandprofiting.co/MindsetEntrepreneursWhoWin YAP E150 with Bob Burg: youngandprofiting.co/Go-GiverSalesStrategy YAP E318 with Rudy Mawer: youngandprofiting.co/PlaybookforScalingBrands YAP E106 with Josh Kaufman: youngandprofiting.co/LaunchingaBusinessSideHustle YAP E332 with Reid Hoffman: youngandprofiting.co/ScalingValuableCompaniesFast Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Entrepreneurship, Entrepreneurship Podcast, Business Podcast, Startup, Passive Income, Online Business, Solopreneur, Founder, Networking
Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.*This episode was live streamed*(00:00) - Welcome to the 100th Episode Celebration! (00:37) - Meet the Community and Hosts (01:34) - The Origins of the Podcast (04:59) - The Unofficial Nature and Honest Conversations (05:50) - Hector's Words of Wisdom (07:51) - The Importance of Collaboration (11:52) - Favorite Episodes and Memorable Moments (23:56) - Embracing Change and Innovation (31:17) - Feedback on Beta Testing (31:53) - Rant on Sample Company Updates (34:37) - Live Classes and Feedback Flooding (35:48) - Challenges in Training with QuickBooks (38:24) - Adapting to Changes in Training (41:51) - Outsourcing and Global Workforce (44:49) - Future of QuickBooks and AI (46:43) - Engaging with the Community (56:08) - Conclusion and Call to Action Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comOur Top 10 favorite episodes:uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Douqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern ageuqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the USuqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garciauqb.show/64 Sasan Goodarzi's keynote address from Intuit Connecthttps://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia's book: http://royl.ws/QBDT_to_QBOListen to Hector and Alicia AND follow along with Margie's hands-on exercise: https://scribehow.com/shared/Deleting_Accounts__mgYD5K7dSj-NdAEA71NMjAJoin Margie's free class every Friday: https://www.facebook.com/groups/qbo.gym.locker.room
Trevor McCandless is the Founder and Chief Entrepreneurial Officer at Fusion CPA, a boutique financial advisory firm specializing in tax planning, accounting, and business advisory services for growth-minded entrepreneurs. Under his leadership, Fusion CPA has grown into a dozen-CPA powerhouse, delivering tailored financial strategies through its proven three-step framework — Stabilization, Strategy, and Scaling. Trevor holds a bachelor's degree in accounting from the University of Florida and a master's in taxation from Georgia State University. He is a strong advocate for leveraging technology (NetSuite, QuickBooks, AI tools) and the EOS methodology to streamline operations and build high-performing finance functions. In this episode… What if your tax strategy could be so effective that it allowed you to live on a tropical island while building a thriving business? Most people assume financial freedom and lifestyle flexibility are years away — if they're possible at all. But what if the right planning, mindset, and tax approach could make that dream a reality? Trevor McCandless, a CPA and tax strategist, shares how he transformed his childhood lessons, relentless curiosity, and financial savvy into a dynamic career that combines entrepreneurship with lifestyle design. Trevor highlights the value of strategic “laziness,” advocating for hard work early in life to enjoy greater freedom later. He emphasizes building financial resilience, avoiding unnecessary debt, and prioritizing clarity in family-business relationships. His journey — from selling pens in elementary school to launching multiple businesses and relocating to Puerto Rico for tax advantages — offers a blueprint for others looking to structure a life-first business model. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Trevor McCandless, Founder and Chief Entrepreneurial Officer at Fusion CPA, about how to minimize taxes, build lasting businesses, and design a meaningful life. Trevor also shares why he moved to Puerto Rico, how he handled burnout during COVID-19, and why he's now championing family-run businesses in his upcoming book.
Now on Spotify Video! Entrepreneurship isn't just about launching a product; it starts with building the mindset to navigate risk, rejection, and uncertainty. Before you can turn passion into profit, you need clarity, confidence, and a deeper purpose to push through the tough moments. In this first episode of the Passion to Profit series, presented by Intuit, Hala Taha dives into the mental preparation it takes to build a profitable side hustle or startup. You'll hear from successful entrepreneurs like Mel Robbins, Pat Flynn, and Benjamin Hardy on why mindset, grit, and resilience are the keys to starting a business. In this episode, Hala will discuss: (00:00) Introduction (01:20) Clarifying Your Purpose as an Entrepreneur (07:58) Taking Imperfect Action to Start Your Business (17:19) Using Discomfort and Fear as Fuel for Growth (22:11) Embracing Setbacks in Entrepreneurship (25:08) Committing to Your Vision Without a Plan B Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert. Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert. Resources Mentioned: YAP E344 with Dave Ramsey: bit.ly/5StagestoBuildaBusiness YAP E353 with Krista Williams: bit.ly/FriendshipIsaBusinessSuperpower YAP E206 with Benjamin Hardy: bit.ly/_Achieve_Your_Goals YAP E329 with Mel Robbins: bit.ly/The_LetThemTheory YAP E359 with Pat Flynn: bit.ly/SurprisingProductivityHack YAP E294 with Dean Graziosi: bit.ly/PassionintoEntrepreneurialSuccess YAP E111 with Jay Samit: bit.ly/Future_ProofYourself YAP E298 with Ginni Rometty: bit.ly/Lead_withPurpose YAP E239 with Tina Wells: bit.ly/TheElevationApproach YAP E347 with Ryan Holiday: bit.ly/StoicismTransformsLeadership YAP E274 with Rory Vaden: bit.ly/BuildPersonalBrands Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Entrepreneurship Podcast, Business Podcast, Passive Income, Online Business, Solopreneur, Founder, Networking
Hey BA Fam!We’re back with a classic BA Q&A. Mandi is joined by Yanely Espinal (aka MissBeHelpful) and Marc Russell from BetterWallet to answer Amber’s question: What should I look for when opening a business bank account—and what are the red flags? Whether you’re launching a side hustle or running a full-on business, this convo breaks down what really matters when choosing where to bank. We get into:
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