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This episode is brought to you by Audible, Quickbooks and Strong Coffee Company. Chase sits down with Nick Kosir — better known as The Dancing Weatherman. Nick opens up about his unexpected viral journey, the behind-the-scenes realities of news media, and how he leveraged his creativity into the booming creator economy. He shares insights into navigating authenticity vs. imitation online, his sobriety journey and how it changed his mental and physical health, and the balance of family, full-time work, and content creation. This episode is equal parts entertaining and inspiring — covering positivity in social media, career pivots, and what it means to live ever forward. Follow Nick @nickkosir Follow Chase @chase_chewning ----- In this episode we discuss... 01:00 – Hydration, studio vibes, and anchorman nostalgia 02:00 – Nick's career path in news and the viral video that changed everything 08:30 – Content rights, Fox 46, and why Coca-Cola couldn't use his video 15:00 – Entering the Creator Economy 23:30 – Why weather personalities thrive online 29:00 – Helping the next generation of creators and professionals 32:00 – How Nick adds his “secret sauce” 36:00 – Building a brand 38:00 – Support from wife and son, the rapping weatherman days 40:00 – Nick's 8-year sober journey, therapy, and breaking free of social anxiety 45:00 – Ever Forward ----- Episode resources: Get you FREE 30-day trial of Audible 30% off Quickbooks for 6 months 15% off Strong Coffee Booster with code CHASE Watch and subscribe on YouTube
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In this episode of the Investing in Impact podcast, I sit down with Yigal Kerszenbaum, Managing Partner at JFF Ventures, to explore how a mission driven investment fund partners with a national nonprofit to expand access, skills, and quality jobs for working adults.Yigal shares his immigrant journey and why it fuels his commitment to opportunity creation.The conversation covers the structure that aligns JFF's nonprofit mission with a return driven venture fund, the rise of AI in the workforce, and concrete portfolio examples that move people from learning to earning.Jobs for the Future is a forty year old national nonprofit focused at the intersection of education and work. Its North Star is to help tens of millions of adults transition into quality jobs. The organization has deep on the ground expertise, with hundreds of practitioners working across all fifty states and strong relationships with community colleges, employers, and public agencies.JFF Ventures is the investment arm aligned to that mission. It operates as a traditional venture capital fund with an impact thesis, backing founders who build products that increase economic mobility for adults earning less than fifty thousand dollars per year. The fund invests in pre seed and seed rounds, typically with an initial check near five hundred thousand dollars and reserves for follow on.Key takeawaysJFF is a forty year old nonprofit with deep networks in education and workforce, JFF Ventures is its aligned venture fundThe fund backs products that move adults from learning to earning, with a focus on those earning under fifty thousand dollars per yearPortfolio companies like Pace AI, Manifest, and Major League Hacking show the thesis in actionAI can both disrupt and enable, the opportunity is to use it to widen access, lower training costs, and improve job performanceThe structure shares financial upside with the nonprofit, reinforcing the mission as companies scale ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.
QuickBooks for payroll? You're Doing it All Wrong.
Key Takeaways: Keep a cash safety net: Set aside three to six months of expenses to stay stable during economic changes. Know your industry trends: Understanding how money flows in your industry helps you predict revenue and manage cash better. Invest reserves safely: Put extra cash in low-risk, easy-to-access places so it's available when you need it. Review finances regularly: Use simple tools like spreadsheets to track money and keep forecasts accurate. Manage cash strategically: Smart cash planning helps businesses stay focused on serving customers and supporting employees during tough times. Chapters: Timestamp Summary 0:00 Managing Business Finances in a Slowing Economy 2:29 Balancing Cash Reserves and Strategic Business Growth 4:51 Building Financial Reserves and Investment Strategies 6:15 Predicting Cash Flow Through Regular Financial Review 8:44 Exploring AI and QuickBooks for Financial Projections 9:51 AI Conversations and Business Finance Tips Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Vera Kim Tequin is Study Member at RoBIMS. RoBIMS, or Records of Barangay Inhabitants Management System, is a centralized information system that can be used by barangay LGU's to better provide its services to its constituents. RoBIMS allow for faster access and more accurate tracking of digitalized data, such that barangay constituents can get their barangay certificates and other documents more efficiently. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:08 Ano ang RoBIMS? | 02:58 What problem is being solved? | 06:09 What solution is being provided? | 17:28 What are stories behind the startup? | 25:39 What is the vision? | 28:22 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: https://knowyourspaceph.comAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsWomen Who Count - http://uqb.promo/womenVideo demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4Register for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Sarrah Mae Villoria Priagola is Inventor of Brailleiance. Brailleiance is a modified braille tool to make learning braille easier for the blind. Brailleiance comes with different levels of learning, properly guiding the learning of the non-sighted - from learning braille characters to actual reading of braille words and sentences. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 00:57 Ano ang Brailleiance? | 07:43 What problem is being solved? | 12:27 What solution is being provided? | 28:55 What are stories behind the startup? | 41:05 What is the vision? | 44:27 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: https://knowyourspaceph.comAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Jeff Seibert, founder and CEO of Digits. Jeff shares his journey from creating his first app at the age of 13 to building Digits, a platform that's changing the way businesses approach accounting. With a background in tech and a passion for solving real-world problems, Jeff explains how his frustration with outdated financial systems led to the creation of Digits, which now provides real-time financial data to businesses.Jeff Seibert is the founder and CEO of Digits, an innovative accounting platform that helps businesses manage their finances with real-time insights. Before starting Digits, Jeff co-founded Crashlytics, a mobile performance analytics company that was acquired by Twitter in 2013. He went on to lead Twitter's consumer product team and later appeared in the Emmy Award-winning Netflix documentary The Social Dilemma. A self-taught programmer, Jeff has been a part of the startup world for years and has invested in over 100 companies, earning recognition as one of Insider's Top 100 Seed VCs.In this episode, you will discover:How Jeff's passion for coding started at age 13.The story behind founding Digits and solving slow financial systems.How Digits provides real-time financial data to businesses.Why traditional accounting systems fail and how Digits overcomes it.Jeff's vision for AI and automation in the future of accounting.Jeff shared his journey from building his first app at 13 to leading Digits, offering an insightful look at how modern accounting platforms are reshaping finance operations. His perspective on real-time financial data, overcoming the limitations of traditional systems, and the role of AI in automating workflows provides valuable guidance for finance leaders navigating the future of finance.Follow Jeff:LinkedIn - https://www.linkedin.com/in/jseibert/Website - https://jeffseibert.com/Company - https://digits.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:25] - Jeff's Background[07:11] - Why Traditional Accounting Fails[10:24] - Overcoming Data Challenges[13:17] - The Long Road to Market[17:42] - AI Agents in Real-Time Accounting[21:55] - Overcoming AI Adoption Resistance[23:20] - What's Next for AI in Five Years[25:41] - The Future of...
BOSSes, Anne Ganguzza is joined by her lovely co-host, Danielle Famble, for the Boss Money Talk Series. The BOSSes tackle a fundamental challenge of a voiceover freelance career: managing inconsistent income. Drawing from her past job experiences, Danielle shares practical wisdom on how to budget, save, and build a financial cushion. This conversation redefines "budgeting" as a tool for empowerment and offers a strategic roadmap for every voice actor to take control of their finances, ensure stability, and thrive. 00:00 - Anne (Host) Hey guys, are you ready to achieve those dreams? With MyLife Transformation coaching services, I can help you reach your full potential. Don't let fear and uncertainty hold you back. Take control of your life today. Visit anneganguzza.com to get started. 00:20 - Speaker 2 (Announcement) It's time to take your business to the next level, the boss level. These are the premier business owner strategies and successes being utilized by the industry's top talent today. Rock your business like a boss a VO boss. Now let's welcome your host, Anne Ganguzza. 00:39 - Anne (Host) Hey everyone, welcome to the VO Boss Podcast and the Boss Money Talk Series. I'm Anne Ganguzza and I am here with my lovely co-host, Danielle Famble. 00:49 - Danielle (Guest) Hey Anne, hello Danielle, hey, hey, how you doing, how are you? I'm good, I'm good, I'm good. 00:53 - Anne (Host) Well, I am glad to have you back and I have a topic for discussion today, because I've had, on more than one occasion, some students recently talk to me about gosh. I'm just having a hard time finding work and I don't know if I should continue to stay in this industry because it's just getting too hard. I mean to sustain it, and so what should I do? It would be a worthy topic of discussion to talk about, like this particular industry and how we handle our financial situation in times of inconsistency, because it's just a known fact, guys, bosses out there, it is an inconsistent, it is part of being an entrepreneur. Our, our income is inconsistent. So what do we do and how do we budget for those times when maybe it's slow or, you know, when it's not slow, and what do we do when we have inconsistent income? 01:55 - Danielle (Guest) That's such a good question. That's a big part of being a boss, being an entrepreneur and being in this business, and it's good to give the perspective one you know to your students that you're coaching and to anyone listening. You're not alone. It doesn't mean that you're a bad voice actor. It doesn't mean that you're bad at this business. That is the nature of what it is, that we do, and so it has nothing to do with you or your worth or the fact that you're not good. Slow months happen all the time. It happens to the best of us. 02:24 - Anne (Host) And you know, I think it's really something a point worth mentioning is I've been in this industry about 18 years and it's always inconsistent, like there's not been a year where it hasn't been inconsistent. So it is something that I think, if you plan correctly and you're prepared for, it doesn't come as a surprise and it's something that you can absolutely continue to grow and build your business through oh, totally Inconsistent income. So, as long as you plan and strategize, yeah, and you just know this is normal. 02:56 - Danielle (Guest) This has not got anything to do with you. This is a normal thing, you know. It reminds me of I don't know if you know this, anne, but I used to be a waitress for a long, long time. I was a waitress at comedy clubs and the way that I made my money was on tips, and so I got used to living on an inconsistent income and realizing that there's going to be a couple of days or weeks or months where it's going to be great and then it's going to be slow. Maybe you get cut because it's so slow that they don't need you to be there. But you know, the thing that didn't get cut was my fixed expenses, my rent, my cell phone bill, all of those things. 03:35 So I would say to those are stable. Yeah, figure out what your stable expenses are and make sure that you can keep that as your base and plan for your base Anything on top of that. You know when times are great and when you're making a lot more money, you can use that to keep it to the side for a buffer, but really just know what your base expenses are, which then goes back to our longstanding conversation about knowing your numbers and the data and everything else. If you're too afraid to look at what your expenses are, you're not going to know what your base is that you need to be able to maintain at all times. So really like have the courage, look at what are your expenses that are fixed, that are stable, and know what your base is, and you want to be able to hit your base every single month. 04:22 - Anne (Host) So then, budget around your worst month, not your best month. Yeah, absolutely Right. And and that and the and the numbers on your worst month can can actually like I. I mean, I could say what are your expenses and your worst month would be you didn't make anything. Budget around that. That's what I would say. Right, that's your worst case scenario, and so you'll still need to be able to function. And so what does that mean in terms of if I don't make any income for an entire month, does that mean I should give up my voiceover business, danielle? 04:54 - Danielle (Guest) I don't think so, but I do think that you do need to have some way of knowing that there is income coming in from another form. So maybe it's not the income coming in from your voiceover business, because you didn't make anything that month but you do have a nine to five or you do have a babysitting job or you do have. You know, you do Uber on the weekends or what have you. Just know that there needs to be, that money needs to be coming in from somewhere else. If it's not coming in from somewhere else, then we need to find how can we get to our first dollar. Is it in voiceover? Is it in another way of making money? But make sure that you know that there is some income coming in so that, even if the income from your voiceover business is at zero for the month, you know that there is income coming in from somewhere else that's going to be able to offset and still hit your baseline goal. 05:43 - Anne (Host) And I think your budget right for those months you don't live on that budget. I mean it should be a budget for a budget that is a low-income month, not necessarily like I'm going to continue to go to Starbucks every morning or I'm going to. Maybe that's a necessity, maybe you feel like that's worked into your bare necessities, but is that something that you're willing to give up in a low-income month? Or is going out to dinner? I think that's the biggest one. I think, like my husband and I are like okay, we got to stop going out to dinner, right, because that's an unnecessary expense. If we're trying to tighten our budget during a low-income month, it's mostly like oh, and we're going to go out and spend money doing this, or are we going to go out and spend money doing that? A lot of times it's based around food. Why is that? 06:25 - Danielle (Guest) Yeah, I mean, that's mine as well. It's food, but then sometimes it's you know, if you're going to be spending additional money on things in your business, maybe it's that you forego coaching for the next couple of months because you don't really have the money for that, or maybe you need to forego some other things in your business and subscriptions that maybe can be paused. It's not just what you're doing in your life, it's also things that you can cut back in your business too, so that you can make sure that you know. You know, I know that my fixed expenses for the operations of me are this these are the things that will you know, that are always going to stay the same my housing, food, you know, basic necessities, business expenses. 07:10 - Anne (Host) Business expenses as well, I'm going to say rocket money. I had a free trial and I used it. It's great for finding out those recurring monthly expenses that you have that all of a sudden like oh, that Sirius XM like subscription that I have for my car, which I don't drive very often because I work from home, right, but now I can play SiriusXM everywhere, but still that subscription costs, and it used to only cost like $12.99. Now it's like $25 a month, and so that can help you keep track of those subscriptions that creep up on you that you may or may not be utilizing. 07:44 - Danielle (Guest) And everything is a subscription nowadays, so really you have to. It's so sneaky, but you can find a lot of unused subscriptions and then you can recoup some of that money back just by saying no, thank you to those subscriptions. 07:59 - Anne (Host) Think about your Starbucks as a subscription. That's true, really, if it's something you do every day, I mean really. I mean I know there's a lot of people that that's a daily habit, and you know. Think of that as a subscription. And one other thing I wanted to mention, and I would not have even thought of this really until I incorporated and became an S Corp but I am required to pay myself a salary, right, and that's something that you know. 08:22 When you're trying to like skimp on your, your budget, or you're trying to figure out your expenses, don't forget you need money to live, you need money to buy the groceries, you need money to pay the rent you need, and so I think it's always a good idea, even if you're not an S-corp, to really kind of think about here's the money coming in. A portion of that should be set aside for my expenses, for me, right, that's my salary, and then pay yourself on a set schedule. I think that helps you really get an idea as to okay, here's the money I need to live on, here's the money that's profiting in my business. I don't know. It's just one of those things that maybe it's worth it to take a look at. 09:03 - Danielle (Guest) Absolutely. That should be a core staple that everyone should be doing is you know we're doing this. We're in business to make a profit, and so the idea is I need to get paid, and making sure that you pay yourself first so that you are getting used to, and your business is getting used to, that expense of making sure you're paid. That's the study and that's actually how you can stay steady is okay. I know that I'm going to be paying myself a certain amount every single month. That is the expense of my business to pay me, but that's also how I'm able to pay my bills, keeping that steady, and it doesn't need to be that you wait until you are an S-Corp to do that. I would say try to start doing that as quickly as possible. Once you have established the fact that you're doing this business, you're in business. 09:51 - Anne (Host) I would not have realized that until you know I really started an S-Corp and I should have actually. Again, I needed to take a look at the numbers. 09:59 - Danielle (Guest) Here's the deal when you do have those lean months, it doesn't come as such a shock no-transcript Because if you wait, that is going to be a surprise likely to you where you're not really expecting it. And then you get into a really unfortunate situation where this inconsistent income has caused an inconsistent pattern in how you're paying yourself and how you're putting money to the side. So make sure that when you're paying yourself you're also making sure to take care of your tax liabilities. 11:01 - Anne (Host) Yes, Excellent idea. And another thing, as I look at you here in your brand new, shiny, sparkly studio, right and we've talked about this so many times before is having that financial cushion, right, Having that emergency fund. But I think honestly, like, if you can have more than just that emergency fund, which doesn't get touched under the extreme circumstances of an emergency, but consider having another fund which is, you know, just a one to three cushion fund, right, Right that you have to live in the event that you have a slow month, right, and having that separate fund where you feel secure and confident that you can take from that fund and you're not dipping into that emergency fund. Because I always feel guilty if I'm dipping into my emergency fund. Well, number one, because my emergency fund is heavily invested in my high-yield savings account, which doesn't mean that you can't have a one to three-month cushion also sitting in a high-yield savings account, and so I always feel like, oh, I don't want to touch that because I want to keep earning interest on the greatest amount of money possible Sure yeah. 12:06 And so that's my emergency fund, but also maybe having a separate fund just for, oh, times are lean this month and you know, and I'm going to say, maybe, in order to give me better mental health, I do need a Starbucks today or I do need a pair of earrings today. But I'm going to be a caution. I'm going to caution people to not necessarily go out and shop your, your financial worries away, because you know, that's me. I've definitely been in that trap where, oh, I just need to feel better. Let me go out and buy some new clothes, yeah, or a new lipstick, yeah. 12:41 I think try not to do that. But you know, I think that one to three month other fund that you have will help you to pay the bills. 12:47 - Danielle (Guest) Absolutely. And so then you can use sort of a system where you're making sure that when things are inconsistent and times are a little bit leaner and you're not making as much money, you know what your baseline, your core base expenses are. And then, when things are going really well and you're making a lot more money and you had a really great month, you put some of that money to the side in that cushion fund that's not your emergency fund and when things are low, you use that cushion fund to make sure that you're staying afloat. I like that sort of cycle of making sure that you are taking care of yourself. It's not necessarily feast or famine when things are going really well. 13:28 You have already looked ahead and taken care of yourself, because you know that this is a cyclical business, this is inconsistent. It's an inconsistent income kind of business and you know that one day you're going to need to use the money that you are currently making. Don't just spend everything that you're making. Put it to the side so that when it is inconsistent and when it is a slower month, you're pulling from the times when you had a really great month to keep yourself, you know, in balance. And that's, I think, the way to do it is you should look at this month or any given month, as am I taking care of me now, or am I taking care of me now and me in the future? But always make sure that you are doing that delicate balance. 14:16 - Anne (Host) Speaking of, you know, setting aside money for taxes, and setting aside, you know, that money. Don't forget about retirement guys. Don't forget about a retirement fund. Please don't forget about retirement. One thing I want to say is that and I'm not a money girl, right, or I never thought of myself as a money girl, but can I just tell you, the software companies are making it easier and easier. Like your credit cards are now categorizing your spending, right, Because, of course, they want you to use the credit card more. So they're going to categorize it and you can find out where your expenses are going, and if you use the credit card, you can get 3% back. Blah, blah, blah, blah blah. They want to encourage credit card spending, but also you can use that as a method for really finding out where is all your money going. 14:57 Quickbooks like I never thought. Like my QuickBooks Online. Like you can generate a report literally a report in a matter of seconds, Whereas before it used to be really difficult, man, If you were doing like spreadsheets. And I don't know, Danielle, I can't remember what product you use, but I mean I need something simple, something that does the work for me. Some people are really hardcore and go right into the Excel spreadsheet and that's how they track their budget. But, like for me, I just generate, I flip, I generate a report really quickly in QuickBooks and it tells me, oh my gosh, I spent so much money this month on my expenses going out versus what was coming in, and so I can really then make an educated and strategized decision based upon those reports. 15:39 And I can do, I can generate those reports at the flick of a button. And even if I hate finances right which I know a lot of people don't like to look at their, their money yeah, it's again one of those things. This is your business and it is something that, if you're not looking at it, pay somebody else to do it, like my accountant. Then talk with your accountant and say, hey, look, where's all my money going. Or I found that I had a slow month. And then have that weekly meeting or that monthly meeting that says here, OK, they can break it down for you and say, look, you're, they can generate the reports and they say, look, here's what you're spending on lipstick and or here's what you're spending on restaurants going out, and here's where you can maybe potentially save money. Or think about taking this money that you have left over and putting it into this type of an investment account. 16:23 - Danielle (Guest) This money that you have left over and putting it into this type of an investment account and taking care of future you. 16:29 So you've got sort of the shorter term future you of this one to three months cushion for when times are lean. You've got your emergency fund, which usually I say you know, six to eight months I say closer to for me, yeah, six to eight months, which is a pretty big emergency fund, but that's because we're self-employed and so I want to have a pretty good cushion, or the longer term fund being your retirement. And there are ways, depending on how you have it set up, where, if you're investing in your retirement account, that helps you in tax time because it might lower the amount that you are paying on your taxes. 17:05 So it is always forward looking. It's looking at what's happening today and it's looking at what would be happening in the shorter term future or longer term future. And how can you use the windfall that you have or maybe are not experiencing now? How can you use that to keep you afloat, you know, with your core base expenses. But it really is again going back to do. You know what those core base expenses are Right, and how can you stay, you know, level with them. And if you need to dip into the bank of you, then you can do that with no shame and no problem, knowing that you've already done the work to take care of yourself. 17:44 - Anne (Host) From a girl that's a little less of a money girl to a girl who is a money girl. One thing that always sneaks up on me are those antics annual fees or the recurring right subscriptions or that come up once a year. Because I went from let's not do it every month, let's save and let's do yearly subscriptions, but every once in a while, if I'm not paying attention, that yearly subscription will come up and it'll be taken out of my account and I'll be like whoa, how do you do you prepare yourself? I do For those things. So talk about how you prepare you know some of those things. 18:18 - Danielle (Guest) you know we use the word like surprise expenses, when, like it's kind of like these are super noble things, like yeah, I signed up for that credit card that has that high annual fee. 18:27 - Speaker 2 (Announcement) It was me. 18:28 - Danielle (Guest) It wasn't like some, somebody impersonating me Right large expense, that is, a knowable expense. I typically will put a calendar alert in a month in advance so that I can remind myself that this is coming. For example, my credit cards. I have the American Express Platinum card, I have the American Express Gold card and they have very high annual fees and for some reason I applied for them around the same time of the year and different years. So they, the annual fees, they come and they hit like roughly, like right, one after the other and I always think to myself Danielle, what did you do? 19:05 Why did you do that? Why did you do that? Why did what were you doing in December that you really needed a new credit? Why did you do that right in the same time. And that's, you know, my own personal journey. But I know that it's coming, so I can prepare either a little bit every single month to make sure I'm ready for that, yeah, or because I've given myself that calendar alert saying hey, danielle, just so you know this is coming up next month, I'm already mentally and financially prepared that that hit is about to happen. Most of those, you know, those subscriptions, those annual subscriptions, those are things that are knowable expenses, albeit big expenses. So your calendar is your very best friend. Give yourself the heads up and know that it's coming. 19:49 - Anne (Host) I agree I live by my calendar anyway for a day-to-day schedule of things that I'm doing. And I think if you have a calendar, a financial calendar, I mean my goodness. I mean you could make an easy financial calendar. I use Google Calendar for everything and they're color-coded when do I have coaching sessions? When do I have monthly workouts coming up, when do I have all of these things, holidays and that sort of thing, so you could have a financial calendar that has all of your subscription renewals and or your monthly costs, like those base costs that we talked about, so that you're prepared. 20:25 This month I'm going to plan on spending this amount of money. And also, again, it's one of those things that if you have an accounting software that can be generated in an accounting software easily, your monthly budget, absolutely, and you know it's something that you need to like. And again, I'm talking from a girl. I'm not a money girl, but I have to force myself to do that and take a hard look at what's going out every month and how can I cut? And I recently just said, ok, how can I trim the budget in my company, because I had been like, oh, let me try this software. I'm a big risk taker Danielle, and we talk about this thing, I hoard software too. 21:04 Yeah, I buy software subscriptions, I try things out and then I forget about them sometimes right. 21:10 I was like, oh, I haven't used it. I tried that out, I paid for the subscription, I forgot about it. So every once in a while I have to revisit what am I putting my money into, and has it given me a return on my investment? And if not, I need to trim the fat. And so I really I did that more recently so that I could have money to invest in something different. 21:31 So again I had, and I invest in in people who who work for me, and again I wanted to invest in some additional advertising, and so I needed to get that money from somewhere Right. So I had to kind of figure out where can I consolidate my expenses Right? Can I get, now that you know I've evolved in my business so many years, maybe I don't need this particular, I don't need as much social media, maybe I don't need, you know, that monthly subscription to this particular? You know, pay to play. Am I really using this pay to play? 22:07 And again, you know, figure out what am I? Where's my money coming in? Where am I making the most of my money? And do I want to reinvest my money coming in into that, into getting more of that, or do I want to reinvest my money coming in into that, into getting more of that, or do I want to diversify and maybe explore another genre of voiceover, or I want to get more voiceover work in this particular genre? What's it going to take for me to get there? So I think, really again taking a look at the money, and if you hate looking at money, I suggest, even if you hate looking at money, it's something that you got to do. Consider it an education in running your own business. 22:40 - Danielle (Guest) I would consider, if you hate looking at money, that you really need to look at money. 22:46 - Anne (Host) If you don't like it, then you really need to do it If you don't like it, that's a flag. 22:50 - Danielle (Guest) That's a flag, that's a flag. Run toward it, run toward it. 22:55 - Anne (Host) I love it. 22:55 - Danielle (Guest) I was told by my financial advisor to have money dates with myself, and I think what you're talking about would be a really great thing to do twice a year of these sinking funds, these mini emergency fund or emergency fund, so that you know where you need to divert more of your money in the good months, in the months where you're making so much more money than you planned for. That's really a great thing to do and I would say once or twice a year to reevaluate that, because maybe your one to three month or your short term emergency fund, let's say, is about a couple thousand dollars under. So you know. Ok, you know what. Why don't I put my money and my focus on beefing that up so that when we have these inconsistent months or when we have lower months, I know that I'm good. You won't know until you take the time to really look at it. So give yourself the money date of taking a real look at your money and knowing your numbers about what is your core expenses, what can you maybe trim or what can you press pause on, and then what can you run toward when it's time and when you have the money for it. 24:18 I love the idea of sinking funds. You have a fund specifically for your education, for your just slower months, for things that you do when you book that really big job and maybe you want to take yourself on a nice you know nice dinner or something like that like ways to celebrate. You can have multiple of these sinking funds. That's what something like that, like ways to celebrate. You can have multiple of these, these sinking funds. That's what I like about some of these online accounts where you can have a bank account that will give you an unlimited number of smaller, you know, virtual accounts where you can just put that money to the side I love that that's great. 24:52 - Anne (Host) It's a really great hack that I use. 24:54 That's a new concept and and what I like. 24:57 What I like about how you're talking and you're phrasing this whole conversation is you're talking about funds, right, you're talking about fund accounts, yeah, versus when, when and I don't know if this is just me and my age, but, like whenever I was talked about, well, you need to set up a budget that had a negative connotation and that meant that I wasn't making the money that I should have been making, or I was. You know what I mean? I was somehow lacking in whatever, mostly in money, right, I was lacking in money and the ability to either manage my money or whatever it was, but it had a negative connotation and I think that we need to reframe that whole concept. Again, if we talk about, like, money blocks, right, it could be a form of a money block and, in reality, the term budget, you can rephrase it to say you know, your money funds or your fund account it's giving you more of like a permission to celebrate it because you are strategizing, you are creating a future with a purpose, yes, and your purpose is focused, strategized and smart. 26:03 - Danielle (Guest) Absolutely, and it's purposeful. It's what you've decided that you're going to do. So budgeting for me, when I think about it, it's what am I deciding that I'm going to be spending my money on and this money is allocated towards that thing that I already decided. If you take away the concept that a budget is restricting you, it's not restricting you. It's where you have already pre-purposed and pre-determined where your money is going to go, and then you just do as you set out. It gives you freedom and it puts you in the driver's seat. You decided that you want to spend your money on the Starbucks or your whatever, and isn't that what we? 26:44 - Anne (Host) yeah, Exactly, Isn't that what we decided? Bosses right, we are in the driver's seat. We are the boss Totally, and you know you need to be the boss of all aspects of this business. And I think, if you really take a look at your budgets and or your funding accounts and I love what you just said about the virtual accounts there, Danielle that's a concept that I actually was not aware of, so now I'm going to be researching that because I love that, I love being able to it's like my content buckets for social media, right? This? 27:15 is going to be my fund buckets for Ann's Lipstick, no, for my business. Right For that Starbucks account. I've got money in it. So I think that really gives us a much clearer strategy and purpose when really looking at our business. And again, you always want to go forward and move forward in your business and this is one way that you guys can get there Totally. 27:38 - Danielle (Guest) You are in the driver's seat. These are not things happening to you. You can make the decision as to where you spend your money when it comes, and if you need to dip into the bank of you so that you future you is taken care of, because the you of today did the work to make sure that they were taking care of future. You Love that. That's. What I love about being an entrepreneur is that I'm taking responsibility for myself and taking care of responsibility of myself today and also future me, by putting money into the spending buckets or to the sinking funds, to my retirement account, to my emergency fund, and then I am making these financial decisions with me in mind, because that's my job is to take care of myself and also the people that are around me that I touch with my business, with my life, with my purpose. 28:32 - Anne (Host) And with that lovely words of wisdom, danielle, I'm going to thank you so much. What a great conversation. Yeah, this is a great conversation. Love it, love it, love it. Bosses, I'm going to give a great big shout out to our sponsor, ipdtl. You, too, can connect and network like the money boss that Danielle is. I absolutely love it. I love, love, loved our conversation. Thank you again, bosses. Have an amazing week and we will see you next week. Bye. 28:58 - Speaker 2 (Announcement) Bye. Join us next week for another edition of VO Boss with your host, Anne Ganguzza, and take your business to the next level. Sign up for our mailing list at vobosscom and receive exclusive content, industry revolutionizing tips and strategies and new ways to rock your business like a boss. Redistribution with permission. Coast to coast connectivity via IPDTL.
In this conversation, Luzy and Aminder explore the journey of becoming a CPA, the importance of understanding personal and business finances, and debunk common myths surrounding accounting. Aminder shares insights on the significance of categorizing expenses, the necessity of paying oneself as an entrepreneur, and the personal growth that comes with entrepreneurship. Episode Highlights: 00:00 Introduction to the Journey of a CPA 02:42 Understanding Personal and Business Finances 05:35 Debunking Accounting Myths 08:32 The Importance of Categorizing Expenses 11:22 Paying Yourself as an Entrepreneur 14:21 Personal Growth Through Entrepreneurship 17:16 Cultural Perspectives on Money Management 20:07 Building a Business and Client Relationships 22:46 Advice for Entrepreneurs on Financial Management 25:28 Defining Wealth and Closing Thoughts
Join Aaron and the analysts, experienced accountants, certified QuickBooks trainers, members of the QuickBooks Accounting Council and entrepreneurs on QuickBooks Labs, tune in on the first Tuesday of each month!They discuss various topics revolving around QuickBooks Online that benefit both the accountancy community and business owners.Have a question you'd like to ask?Join us live and ask away!Find out more: https://linktr.ee/quickbookslabsBrought to you by the Ask the Accountant Podcast Network: https://linktr.ee/asktheaccountant#QUICKBOOKS #ACCOUNTING #BOOKKEEPING✨ Want to turn long-form content into shorts? Try Opus clip: https://www.opus.pro/?via=5f284b
Hey y'all, in today's episode I'm pulling back the curtain on the silent profit killers that sneak into your design business and quietly drain thousands from your bottom line. These aren't the big, obvious issues like not charging enough or overhead being too high—these are the sneaky, day-to-day habits that fly under the radar but add up fast. I'm sharing where I've personally lost money (yep, guilty), where I see designers leaking profit all the time, and most importantly, how to patch those leaks so you can keep more of the money you're already working so hard to earn. IN THIS EPISODE, YOU'LL HEAR ABOUT: The everyday ways scope creep hides as “little extras” Why untracked time is one of the biggest drains on your profit How inefficient procurement and vendor management quietly eat away at your margins The real cost of client decision delays (and how to stop them) Why discounting out of guilt isn't serving you—or your clients Practical fixes you can implement right now to protect your bottom line Profit leaks don't show up neatly in QuickBooks. They don't wave a red flag. They just quietly chip away at your hard work until one day you realize your revenue looks amazing on paper… but your take-home isn't where it should be. Plugging these leaks is often easier and more profitable than landing five new clients—and it will completely change how you feel about running your business. RESOURCES: INTERIOR DESIGN BUSINESS BAKERY - Our year-long mentorship and coaching program: https://thedesignbakehouse.com/interior-design-business-bakery SIMPLIFY YOUR MARKETING, SIMPLIFY YOUR LIFE. All-in-one software that organizes sales, marketing, and business services all in one convenient location. https://mysidemark.com/ MARKETING MEMBERSHIP - Join our hands on marketing & visibility program, no contract, only $59/month. https://thedesignbakehouse.com/lead-lab Stay in touch with Michelle on Instagram: https://www.instagram.com/thedesignbakehouse/ Join our Free Facebook Community: https://www.facebook.com/groups/idbizlaunchpad Get clarity on your next best step today! https://www.designedforthecreativemind.com/reviewguide Have ideas or suggestions or want to be considered as a guest on the show? Contact me! https://www.DesignedForTheCreativeMind.com/contact
Francis Yap is OIC Director at USeP KTTD Office. Jhong Corbeta is Technical Staff at AGILab TBI. The USeP KTTD Office (Knowledge and Technology Transfer Division) drives the university's innovation agenda by offering IP consultations, fabrication-lab access, and incubation services. AGILab TBI, USeP's technology business incubator, recently resumed operations to guide ideas and MVPs through validation and commercialization, supporting both university spinoffs and student startups. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 00:50 Ano ang USeP KTTD Office & AGILab TBI? | 04:18 What services are provided by the incubator? | 11:07 What type of startups are supported by the incubator? | 13:12 How can interested startups join? | 15:45 What is the story behind the incubator? | 23:54 How is the startup ecosystem in Davao? | 27:44 What are future plans for the incubator? | 31:20 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBIFacebook | https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: https://knowyourspaceph.comAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: http://argum.aiPIXEL by Eplayment: https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1 (Sign up using Code: PIXELXSUP1)School of Profits: https://schoolofprofits.academyFounders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDVCode Technologies Inc: https://dvcode.techNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Migrating from QuickBooks Desktop to Online can create feature gaps—but don't worry! This webinar shows how Method bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition.Learn More about Method:https://snip.ly/Method QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping01:12 Earning Continuing Professional Education Credit02:18 Welcome and Introductions02:35 Today's Topic: Closing Conversion Gaps04:11 Meet the Team07:18 QB Power Hour Overview08:59 Intuit News: Bill Pay Basic14:16 Introduction to Method CRM24:24 Feature Limitations and Customizations29:09 Creating Dynamic Pamphlets in Method30:22 Overcoming QuickBooks Limitations32:06 Customizing Method for Your Business35:26 User Permissions and Security in Method45:18 Emailing Out of QuickBooks: Challenges and Solutions51:19 Advanced Pricing and Custom Solutions54:26 Partnering with Method: Benefits and Process58:59 Conclusion and Next Steps
Jeanny Burce and Jason Bitantes are Co-Founders at Katharē. Katharē is a Filipino self-care brand that empowers women with effortless, sustainable solutions made from the potent botanicals of our islands. Katharē's products include shampoo bars, hair cream, and more, which can truly invigorate and give confidence to the modern Filipina, especially those with curly hair! This episode is recorded live at Yspaces Co-Working and Event Space in BGC, Taguig. Yspaces is the official co-working and event space partner of Start Up Podcast PH.In this episode | 01:30 Ano ang Katharē? | 04:14 What problem is being solved? | 11:36 What solution is being provided? | 35:43 What are stories behind the startup? | 58:56 What is the vision? | 01:02:16 How can listeners find more information?KATHARE | Website: https://kathare.store | Facebook: https://facebook.com/kathare.haircareYSPACES | Website: https://knowyourspaceph.com | Facebook: https://facebook.com/yspacesphTHIS 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 & courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple Podcasts | FacebookPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: https://tasharivera.com
Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
This Podcast Is Episode 644, And It's About Five Hidden Ways Contractors Lose Profits (And How To Stop It) Where did the money go? If you've ever looked at your bank account at the end of a busy month and thought, "I did all that work—so where did the money go?", you're not alone. This is one of the most common frustrations we hear from small business owners in the construction industry. You're booking jobs, staying busy, and delivering great work—but the profit doesn't seem to match the effort. As construction bookkeeping specialists, we've seen behind the numbers of dozens of small contractors. And time and again, we find the same hidden leaks draining their profits. The good news? Once you know what to look for, you can fix them—and finally start keeping more of what you earn. Here are five common ways contractors lose profits (without even realizing it)—and what you can do to stop the leaks. 1. Untracked Labor Hours: Working More Than You Billed Labor is often your most considerable cost. But for many small contractors, labor tracking is one of the weakest parts of their system. If you (or your crew) aren't logging actual hours worked on each job, you're likely underestimating how much time the project really took. That means you're effectively working for free on those "extra" hours. Real example: A contractor estimated a bathroom remodel at 40 hours of labor. The job actually took 55 hours. At $50/hour, that's $750 of lost profit—just from labor under-tracking. Multiply that across several jobs, and you can see how the profits evaporate. How to fix it: Use a simple time-tracking tool (like QuickBooks Time, or even a shared spreadsheet). Log hours daily—not at the end of the week when details are fuzzy. Compare estimated vs. actual hours after each job. This helps you improve future bids and spot inefficiencies. Bookkeeper's tip: If you track hours properly, I can show you job profitability in real time—and you'll see exactly which jobs (or crew members) are eating into your margin. 2. Unapproved Change Orders: Giving Away Work for Free Scope creep is the silent profit killer. A client asks, "Can you just add this?" and you say yes because it seems like a minor request. But those "little extras" add up quickly—and suddenly your margins are gone. Real example: A deck project initially included a standard railing. Midway through, the client asked for an upgraded design. The contractor agreed but never adjusted the invoice. The upgrade cost him $500 in materials and 10 extra labor hours—completely unpaid. How to fix it: Create a straightforward change order process. Stop work when clients request something new until the change is approved in writing. Even if it feels awkward, remember: change orders protect both you and the client by keeping expectations clear. Bookkeeper's tip: Keep a change order log for each job. We can help track approved vs. pending changes—so nothing slips through the cracks. 3. Material Waste and Overruns: Small Leaks, Big Losses Materials are another common leak. If you're not reconciling receipts against your estimates, you may be spending far more than you realize. It's not always theft or big mistakes—it's the little things: over-ordering, miscuts, lost supplies, or last-minute runs to the hardware store. Real example: A contractor estimated $5,000 in materials for a kitchen remodel. By the end, he had spent $5,800. That $800 didn't seem huge—but on a project with a $2,000 expected profit, it wiped out nearly half. How to fix it: Match every material receipt to the job. Track waste (e.g., lumber offcuts, unused drywall sheets). Build a small buffer into estimates (5–10%) to account for inevitable overruns. Do weekly check-ins: Are material costs still aligned with the budget? Bookkeeper's tip: If you send us your receipts consistently, we can flag when a job is trending over budget before it's too late. 4. Late Invoicing and Slow Collections: Cash Flow Gaps Many contractors do the work first and think about invoicing later. The problem is that late invoices result in late payments. And late payments can create cash flow crunches that force you to dip into savings, use credit, or delay your own bills. Worse, some clients "forget" to pay unless reminded. If you're not consistent about invoicing and follow-ups, you might never collect everything you've earned. Real example: A contractor finished a $10,000 basement project but didn't invoice until six weeks later. The client delayed payment for another four weeks. That's 10 weeks without income—while the contractor was already paying subs and suppliers. How to fix it: Invoice immediately at milestones—not weeks later. Use progress billing: collect deposits upfront, then bill at set phases. Set clear payment terms (Net 15, Net 30) in your contracts. Automate reminders using software like QuickBooks, Joist, or FreshBooks. Bookkeeper's tip: We can set up a system where invoices go out automatically and overdue payments are flagged—so you never have to chase clients down again. 5. Forgetting Overhead: Missing the True Cost of Running Your Business This is one of the biggest mistakes we see: contractors price jobs based only on direct costs (labor + materials) and forget to include overhead. Overhead is everything it takes to keep your business running, like: Truck payments and fuel Insurance and licenses Office supplies and software Marketing and advertising Your own salary! If you don't factor in overhead, you might think you made a profit—but really, you just broke even. Real example: A contractor charged $15,000 for a renovation. Materials and labor cost $11,000, so it looked like a $4,000 profit. However, once overhead was factored in (including fuel, insurance, phone, bookkeeping, etc.), the actual profit was closer to $1,200. How to fix it: Calculate your monthly overhead. Divide that into your billable hours or projects. Add it to every estimate. Bookkeeper's tip: We can calculate your overhead burden per job, so you'll know exactly how much to add to every quote to stay profitable. Recap: 5 Hidden Profit Leaks Untracked labor hours Unapproved change orders Material waste and overruns Late invoicing and slow collections Forgetting overhead Each of these may seem small, but together they can drain thousands of dollars from your business every year. The Bottom Line: You Don't Have to Keep Losing Money The difference between "busy and broke" and "busy and profitable" isn't more jobs—it's better control of your numbers. When you track your labor, materials, change orders, invoices, and overhead, you stop the leaks and keep more of the money you've already earned. And you don't have to do it alone. As construction bookkeeping specialists, we help small contractors: Track job profitability in real time Catch hidden leaks before they get worse Set up systems that save time and reduce stress Contact us today and get the help you need. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.
Thanks to our partners Promotive and Wicked FileWelcome to another episode of Business by the Numbers with Hunt Demerast, CPA at Parmelis & Associates. This week, Hunt digs into a deceptively simple question every shop owner should be asking: when and how should you look at your financials?Too often, business owners flip through their QuickBooks file or shop management system without clarity on what they're really trying to uncover. Hunt breaks down the process like a scientist testing a theory: identify the problem, brainstorm possible fixes, implement solutions, and then analyze results.From chasing profitability to tackling parts gross profit, Hunt explains how daily, weekly, and monthly reviews tell different stories about your business. Along the way, he shares why financials are trailing indicators, how leading metrics like productivity or parts pricing play a bigger role than many realize, and why “set it and forget it” rarely works when it comes to profitability.You'll also hear:(03:07) Why the frequency of financial reviews should match the problem you're solving(05:55) How to use the scientific method to test business decisions(10:53) A real-world example of fixing low parts gross profit margins(17:53) The danger of only reviewing numbers once a year(19:47) Why your assumptions must be tested against reality—and how to course-correctWhether you're chasing higher margins, fighting to stay profitable, or just trying to sleep at night knowing your numbers are right, this episode offers a roadmap to thinking about financials with purpose instead of panic.Stay safe out there—and remember, your financials are only as valuable as the questions you ask of them.Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop Aftermarket Radio NetworkRemarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the...
Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.SponsorsDigits - https://uqb.promo/digitsBluebook - http://uqb.promo/bluebookWomen Who Count - http://uqb.promo/women(00:00) - Introduction: Cha Cha Changes (01:00) - Understanding the Disruption to Productivity (04:00) - Banking Feeds: New AI, Same Training Process (08:00) - Finding Your Way Around the New Interface (12:00) - Bookmarks and Menu Customization (14:00) - Before and After: Menu Changes Explained (17:25) - The New Customer Hub (21:25) - Look What I Found: New Features Deep Dive (26:25) - Experimental Features and Beta Testing (30:54) - Backup Features in QBO Advanced (34:54) - AI-Powered Bank Reconciliation Preview (40:54) - The Great QuickBooks Refresh Announcement (52:18) - Upcoming Conference Season (55:18) - Closing Thoughts and Next Steps Alicia's The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshComplete Business Group (QSP): royl.ws/CBG RightTool.app - mention ROYALWISE for 20% off the Pro versionRewind Backups - http://royl.ws/RewindWomen Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Thanks to our partners Promotive and Wicked FileWelcome to another episode of Business by the Numbers with Hunt Demerast, CPA at Parmelis & Associates. This week, Hunt digs into a deceptively simple question every shop owner should be asking: when and how should you look at your financials?Too often, business owners flip through their QuickBooks file or shop management system without clarity on what they're really trying to uncover. Hunt breaks down the process like a scientist testing a theory: identify the problem, brainstorm possible fixes, implement solutions, and then analyze results.From chasing profitability to tackling parts gross profit, Hunt explains how daily, weekly, and monthly reviews tell different stories about your business. Along the way, he shares why financials are trailing indicators, how leading metrics like productivity or parts pricing play a bigger role than many realize, and why “set it and forget it” rarely works when it comes to profitability.You'll also hear:(03:07) Why the frequency of financial reviews should match the problem you're solving(05:55) How to use the scientific method to test business decisions(10:53) A real-world example of fixing low parts gross profit margins(17:53) The danger of only reviewing numbers once a year(19:47) Why your assumptions must be tested against reality—and how to course-correctWhether you're chasing higher margins, fighting to stay profitable, or just trying to sleep at night knowing your numbers are right, this episode offers a roadmap to thinking about financials with purpose instead of panic.Stay safe out there—and remember, your financials are only as valuable as the questions you ask of them.Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop Aftermarket Radio NetworkRemarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the...
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Monica Dizon is Head of Business Development at Maude Labs. Maude Labs is built for purpose-driven individuals and leaders - their team combines 35+ years of expertise in personal branding, strategy, PR, storytelling, and events. Maude Labs is a global partner for visionary leaders, building purposeful brand ecosystems through strategy, storytelling, and data to help you show up, stand out, and lead with impact. This episode is recorded live at Yspaces Co-Working and Event Space in BGC, Taguig. Yspaces is the official co-working and event space partner of Start Up Podcast PH.In this episode | 01:01 Ano ang Maude Labs? | 04:12 What problem is being solved? | 11:48 What solution is being provided? | 21:47 What are stories behind the startup? | 37:11 What is the vision? | 39:17 How can listeners find more information?MAUDE LABS | Website: https://maudelabs.com | Facebook: https://facebook.com/maudelabsphYSPACES | Website: https://knowyourspaceph.com | Facebook: https://facebook.com/yspacesphTHIS 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 & courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple PodcastsFacebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineEdited by: 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.----------------------------------------The climate challenge has become the defining issue's of our era, unlocking trillions of dollars in climate finance and creating an unprecedented opportunity for bold ideas. But how capital is deployed and the types of founders it backs will determine whether we see systemic change or just incremental improvements.That's where Cerulean Ventures comes in.Co-founded by Matthew Stotts, Cerulean is a pre-seed venture capital firm investing in founders applying AI and advanced technologies to build exponential solutions for nature.Rather than chasing status-quo climate investments or one-off moonshots, Cerulean seeks leverage points where software, data, and fintech can radically transform entrenched systems.I recently sat down with Matthew to dive into his journey, Cerulean's unique investment lens, and the transformative startups reshaping everything from agriculture to renewable energy. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.
David Paman is President & Chief Operating Officer at Multibook Philippines. Multibook is a provider of cloud ERP and outsourced business services, offering smart software and back-office support to help global businesses achieve seamless financial integration, real-time insights, and regulatory compliance. This episode is recorded at the Multibook Philippines office in Makati City.In this episode | 00:48 Ano ang Multibook Philippines? | 06:22 What problem is being solved? | 09:20 What solution is being provided? | 19:09 What are stories behind the startup? | 41:14 What is the vision? | 45:50 How can listeners find more information?MULTIBOOK PHILIPPINES | Website: https://multibook.com.ph | Facebook: https://facebook.com/multibookph | Instagram: https://instagram.com/multibookph | LinkedIn: https://linkedin.com/company/multibookph | Email: david.paman@multibook.com.ph, info@multibook.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 & 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
In this episode of the Grow A Small Business Podcast, host Troy Trewin interviews Jordan Berry, founder of Laundromat Resource, who transformed his journey from pastor to entrepreneur in the laundromat industry. Despite early failures, he persevered and now oversees multiple sites generating over $50K in monthly sales with strong 45% margins, netting about $22K profit. Alongside running laundromats, Jordan built a thriving membership model, courses, and a podcast to guide others entering the business. With a team of seven, he focuses on customer experience, community impact, and sustainable growth. His story reflects how resilience, learning from setbacks, and smart scaling can lead to remarkable success in both business and life. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Jordan Berry shared that the hardest part of growing a small business has been managing the emotional ups and downs. The highs can be exhilarating, but the lows can be tough, and staying steady without quitting has been his biggest challenge. What's your favorite business book that has helped you the most? Jordan Berry shared that his favorite business book is Buy Back Your Time by Dan Martell. It helped him shift his mindset to focus only on the work he should personally do while delegating the rest. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Jordan Berry shared that he learns a lot from podcasts and online resources like Alex Hormozi, Lewis Howes, and Ed Mylett. He also recommends the Marketing School Podcast by Neil Patel and Eric Siu for quick, practical marketing insights. What tool or resource would you recommend to grow a small business? Jordan Berry shared that one of the most valuable resources for business growth is solid bookkeeping. He recommends tools like QuickBooks or FreshBooks, and ideally working with a CPA, to keep finances clear and under control. What advice would you give yourself on day one of starting out in business? Jordan Berry shared that if he could go back, he would “borrow someone else's 10,000 hours.” Learning from experienced people before starting would have saved him a lot of money, mistakes, and emotional strain. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: Customer experience is everything; people remember how you made them feel – Jordan Berry Success isn't just about money – it's about creating space to design the life you want – Jordan Berry Borrow someone else's 10,000 hours before you start—it will save you years of pain – Jordan Berry
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.
Richard Day is President at Upgrade Innolab. Candice Lleses is Communications Lead at Upgrade Innolab. Upgrade Innolab is a non-profit business incubator and accelerator for impact-driven, profitable, and scalable startups in Davao. In this conversation, we also talk about IDEAS Davao, the startup consortium in Davao region, and the upcoming Davao Startup Week! Watch the episode to learn more! 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 | 01:23 Ano ang Upgrade Innolab? | 07:34 What services are provided by the incubator? | 18:55 Who are notable startups supported by the incubator? | 27:33 How can interested startups join? | 32:38 What is the story behind the incubator? | 50:39 How is the startup ecosystem in Davao? | 58:49 What are future plans for the incubator? | 01:03:03 How can listeners find more information?UPGRADE 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 & courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube | Spotify | Apple PodcastsFacebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsiteEdited by: https://tasharivera.com
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
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:
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
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