Podcasts about QuickBooks

Play Episode Listen Later Jun 25, 2026 37:50

Intuit's Q3 fiscal 2026 earnings call was packed with numbers, and with her co-hosts sitting this one out, Alicia goes through them one by one to explain what each actually signals for bookkeepers, accountants, and QuickBooks users. She breaks down the strength of QuickBooks Online and mid-market growth, the slowdown in Desktop and Mailchimp, AI already running at scale, the shift toward assisted tax, and what the August pricing and packaging changes mean for your clients. She also steps off-script to share why she thinks Intuit raised prices before users were ready, and previews the deeper episodes coming on pricing and the ProPartner program.Sponsors:Aqqrue - http://uqb.promo/aqqrueSTR Search - http://uqb.promo/str(00:00) - Welcome and Setup (01:25) - How to Read Earnings (02:49) - Companywide Results (05:09) - QuickBooks Segment Growth (08:15) - QBO Plans and Pricing (09:33) - Services Payments Payroll (12:14) - Desktop and Migration (13:18) - Mid Market Enterprise Push (15:02) - Mailchimp Reality Check (16:53) - AI at Scale (17:40) - August Pricing Shakeup (23:07) - Accountants as Customers (24:51) - Workforce Cuts and Margins (26:41) - TurboTax Trends (30:43) - Credit Karma Monetization (34:13) - Pro Tax and Wrap Up (35:58) - Training Course and Goodbye LINKSJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia's book on Amazon: http://royl.ws/conversion-bookWe 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

310 - Rethinking the Manager Role & Career Growth (CPOs of Yelp, Zapier, & Time Doctor @ Running Remote)

Play Episode Listen Later Jun 23, 2026 66:46

Daniel moderated a live panel at Running Remote 2026 with Carmen Amara (Yelp), Brandon Sammut (Zapier), and Vinícius Coelho (Time Doctor) to discuss how AI is reshaping leadership, management, and career growth. ---- Sponsor Links:

Start Up #331: GigzX Super App - Next-Generation Errand, Service, and Freelance Tech Platform

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Play Episode Listen Later Jun 23, 2026 59:02

Roy Gonowon is Founder, CEO, and COO at GigzX Super App. GIGZX Super app is a next-generation errand, service, and freelance tech platform built for the modern Filipino and the global gig economy. It connects customers with verified gig workers across a wide range of categories from quick tasks and daily deliveries to professional services, creative talent, and skilled freelance work. Whether it's a community-based errand, a virtual consultation, or a full-scale event, GIGZX empowers every user to be a Jack of All Trades — or to find one. This episode is recorded live at Yspaces in BGC, Taguig. Yspaces is our official Co-working and Event Space Partner.In this episode:00:00 Introduction01:32 Ano ang GigzX Super App?11:59 What is the startup solving? 30:53 What are the stories and vision of the team? 54:51 How can listeners find more information?GIGZX SUPER APPWebsite: https://gigzx.comFacebook: https://facebook.com/profile.php?id=61583419814914THIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠https://onecfoph.co⁠⁠Kredit Hero: ⁠⁠https://kredithero.com⁠⁠Yspaces: ⁠⁠https://knowyourspaceph.com⁠⁠Symph: ⁠⁠https://symph.co⁠⁠Twala: ⁠⁠https://www.twala.io⁠⁠GigGenius: ⁠⁠https://gig-genius.io⁠⁠SkoolTek by Edfolio: ⁠⁠https://skooltek.co⁠⁠Red Circle Global: ⁠⁠https://www.redcircleglobal.com⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠https://asklexph.com⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: ⁠https://cloudcfo.ph⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠https://www.arkotechspacesolutions.com⁠DVCode Technologies Inc: ⁠https://dvcode.tech⁠Argum 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.com⁠Cloverly: ⁠https://cloverly.tech⁠BuddyBetes: ⁠https://buddybetes.com⁠Hyperstacks: ⁠https://hyperstacksinc.com⁠Wunderbrand: ⁠https://wunderbrand.com⁠Uplift Code Camp: ⁠https://upliftcodecamp.com⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠https://youtube.com/startuppodcastph⁠Spotify: ⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠Apple Podcasts: ⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠Facebook: ⁠https://facebook.com/startuppodcastph⁠Patreon: ⁠https://patreon.com/StartUpPodcastPH⁠PIXEL: ⁠https://pixel.eplayment.co/dl/startuppodcastph⁠Website: ⁠https://phstartup.online⁠This episode is edited by the team at: ⁠https://tasharivera.com

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The Financial Setup Every Contractor Needs Before Hiring (Part 1)

Contractor Cuts

Play Episode Listen Later Jun 22, 2026 38:06 Transcription Available

The moment you hire your first project manager, you lose control of your money — unless you've built the systems to track it first.In part 1 of this two-part series, Clark and James break down the financial foundation every contractor needs before bringing on help. Because the truth is, your employees see money completely differently than you do — and if you can't track your own dollars now, you'll never be able to hold someone else accountable to them.They cover:Why your project managers treat money as a tool, not as profit out of your pocketHow hiring exposes every financial leak you've been ignoringThe real cost of "I'll just eat it" once you're running three crewsHow profit-based raises get your employees bought into your numbersThe 3 steps to get hire-ready: connect QuickBooks, categorize weekly, lock in work ordersWhy tying every material purchase to a job is the key to real job costingHow sub agreements and work orders stop cash from leaking out of every jobThe patterns you'll start spotting once your numbers are actually visibleIf you've ever finished a job 8% below where you started and couldn't say exactly where it went, this is the episode that fixes it.Part 2 drops next week — projections, cash flow, and the general manager's accounting worksheet.If you're doing $350K–$2M a year in revenue, coaching pays for itself. A 5% efficiency gain alone covers the cost — and that's before we even talk about growth. We help contractors stop losing money on crews, change orders, and inefficient operations — and start scaling. Ready to have the conversation? Set up a free call at contractorcuts.comContractor Cuts is a weekly podcast for contractors who want to build a better business — covering sales, operations, hiring, finances, and everything in between.

#31 - 20 Stories For 20 Years in Business - Part 1

Trading Secrets - education, business & zesty Brazilian sauce

Play Episode Listen Later Jun 21, 2026 28:24 Transcription Available

Send Us Your Questions & Feedback!Twenty years ago, I didn't even know the window treatment industry was a real business lane. I thought hanging shades was something everyone did themselves. Then I spent one weekend with my cousin and watched his phone light up with customer calls and I realized there was a hidden market for shade installation, blinds, and in-home service work that most people never notice until they need it fast.I'm celebrating 20 years of Shades in Place by walking through the first 10 turning points that shaped how I operate, sell, and grow. These lessons live in what I call “courage and motion” the early season where you move forward without feeling fully ready. I talk about getting fired for doing a good job, why that closed door mattered, and how training and certifications (including Hunter Douglas certification) changed my skill level and confidence. I also share how Lowe's subcontractor work became a real-world school for customer service, speed, and professionalism, plus the moment I shifted from installer to dealer when a simple phone call created an opportunity.We go deeper on the business side too: learning QuickBooks so product sales and service income don't get messy, joining a weekly networking group to build public speaking confidence, and taking on scary jobs like shutters, corner windows, two-story drapery, and motorized shades. If you've ever felt behind, shy, or unsure whether you're “qualified,” these stories are proof that progress often looks like baby steps, good relationships, and the willingness to ask for help.Subscribe for part two next week, then share this with a friend building a small business and leave a quick review so more people can find the show. What's one moment that changed your path?

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309 - Why AI Should Give Us Time Back, Not More Work: Ray'n Terry (Chief People Officer, MOO)

The Unforget Yourself Show

Play Episode Listen Later Jun 19, 2026 58:40

Ray'n Terry, Chief People Officer at MOO, joined us on The Modern People Leader to discuss why AI should create more space for humanity at work instead of simply increasing productivity. We talked about balancing business performance with employee wellbeing, rethinking performance management in an AI-powered world, and why leaders must intentionally help people reclaim time, creativity, and connection.---- Sponsor Links:

Profit First Chat: How to Fund Your Marketing Without Killing Your Profit | Solocast E25

Profit First REI Podcast

Play Episode Listen Later Jun 19, 2026 9:09 Transcription Available

If you can't tell me your return on every marketing channel you're running right now, you're flying blind.Most real estate investors know they have to spend money on marketing — but very few have a system that tells them whether that spending is actually working. In this solo episode, the host breaks down a straightforward framework for tracking marketing dollars from the moment they leave your account all the way through to closed deals, so you can stop making decisions based on gut feel and start making them based on numbers.The episode covers why front-end marketing platforms like Facebook and Google can't tell the whole story, how to use QuickBooks as a financial CRM to tie marketing spend to actual revenue by channel, and what return thresholds should trigger you to pour more money in or pull the plug. Whether you're running direct mail, PPC, or SEO, this one will help you build a simple marketing KPI dashboard that actually tells you what's working.Timeline Highlights[0:26] Why most real estate investors are flying blind — and the 3x to 7x return benchmark that separates confident operators from guessers[0:53] The follow-up problem: spending money on marketing without tracking whether it actually produced revenue[1:35] Why front-end dashboards on Facebook and Google aren't enough — and what it means to tie back-end money to front-end spend[2:33] A simple example: $100 in, $5,000 out — and why that math gets much more complex as you scale[3:32] Opening dedicated marketing bank accounts or credit cards per channel to create spending clarity by default[4:29] How to use QuickBooks as a financial CRM — tagging deals by marketing channel and pulling KPI reports straight out of your financial software[6:02] Marketing is the lifeblood of your business — which is exactly why it demands more tracking, not less[6:34] The four metrics that belong on every marketing KPI dashboard: cost per lead, cost per appointment, cost per contract, and return per channel[7:28] How to read your return numbers: 3x to 5x means you're on track, 5x or above is a green light to scale, below 2x is a signal to cut[8:09] The difference between an owner running on gut feeling and one who uses return data to make every marketing decisionKey TakeawaysTracking marketing spend without tying it to closed deals is not a system — it's just a record of what you spent. The real number you need is what you made from each channel, not just what you spent on it.Front-end platform dashboards from Facebook, Google, and other channels only tell part of the story. Your financial software is where marketing spend and actual revenue need to meet.Dedicating a separate bank account or credit card to each marketing channel creates built-in clarity — you can see exactly what each channel cost and what it returned without digging through mixed transactions.QuickBooks and similar tools can be configured to tag deals by marketing source, letting you pull a report at any time that shows channel-level spend versus channel-level revenue. Most investors never set this up.A simple four-metric dashboard — cost per lead, cost per appointment, cost per contract, and return on channel — gives you everything you need to make confident, data-driven decisions about where to scale and where to cut.The 5x return threshold is your green light to pour more money into a channel. Anything below 2x is a signal to either fix the channel or cut it before it quietly drains your profit.Links & ResourcesSchedule a free discovery call — https://www.profitrei.comClosingKnowing your marketing numbers isn't a finance task — it's a growth strategy. The investors who scale predictably aren't necessarily spending more than everyone else; they're just spending with better information. If today's episode helped you see your marketing spend with more clarity, visit profitrei.com to schedule a free discovery call and start building your path to financial clarity and freedom.

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Why Your Bookkeeping is Better Self-Care Than a Bubble Bath with Misa Bacon

Play Episode Listen Later Jun 18, 2026 29:18

Misa Bacon, CEO of Perfectly Kept Books®, a bookkeeping firm who helps women entrepreneurs gain financial clarity and confidence, whether they are ready to outsource or still DIY-ing their books.Through trusted bookkeeping services, QuickBooks training, and cleanups, Misa supports business owners in building systems that bring calm, control, and sustainability to their finances.Now, Misa's journey from being denied a corporate promotion to running a business that outpaces her former salary demonstrates what's possible when women step into ownership and back themselves fully.And while navigating the messy middle of scaling, embracing the CEO mindset, and balancing life as a single mum, she's reframing bookkeeping as an act of self-care and self-leadership.Here's where to find more:https://perfectlykeptbooks.comhttps://www.facebook.com/perfectlykeptbookshttps://www.instagram.com/perfectlykeptbooks________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here:https://linktr.ee/unforgetyourself

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QBO Snooze You Lose!

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Play Episode Listen Later Jun 18, 2026 28:30

Alicia runs through the latest round of Intuit announcements, including invoice deposits, garnishment tracking in Payroll, batch bill pay for up to 50 payments at once, and a redesigned review-and-pay screen that now shows clients every open invoice. She also gets a little cynical about Intuit's growing push to surface its own experts inside QuickBooks, where clients can connect directly with Intuit for setup, bookkeeping, and tax help. It wraps with a hands-on look at the new CAS revenue calculator at firmofthefuture.com and what it reveals about firm benchmarks and advisory pricing.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Welcome and Overview (00:29) - Better Together Tour (01:48) - Accountant Suite Training (03:14) - Modern Reports Update (04:21) - Invoice Deposits Changes (06:24) - Customer Payment Portal (08:02) - Payroll Garnishment Tracking (09:47) - Batch Bill Pay Upgrade (10:15) - Intuit Experts Pushback (13:19) - Cash Flow Tools Coming (14:28) - CAS Revenue Calculator (24:51) - Hands On Training Class (28:17) - Wrap Up and Goodbye LINKSFirmofthefuture.comAlicia's book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

408: The Mid Year Bookkeeping Review Every Business Needs Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper VA Owner Or Self-Employed

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

Play Episode Listen Later Jun 17, 2026 15:05

You started the year off strong, you set all your goals for how you wanted to do your bookkeeping this year, and just like that, it's June, and now is the time for you to do a mid-year bookkeeping and financial checkup to see how your small business is doing. Time flies by so quickly, and before you know it, we will be flipping the calendar to the month of December. Today, we are doing a checkup to make sure you have stayed on track with your small business bookkeeping. Now is the time to make sure you are doing everything you can to stay up to date, and if you find that you have slipped a little, this episode will help you get back on track quickly and make sure you are able to stay up to date going forward so that you can ensure you have a smooth transition at year end. This halfway point is also a great time to assess how your business is doing. Are you meeting your sales goals? Is your income higher or lower than what you were projecting? And what should you do if you are seeing numbers you didn't expect? I'll also help you focus on which reports you should be looking at, whether you are using a computerized system like QuickBooks or keeping track of your business finances manually or in a Google or Excel spreadsheet. It is extremely important to keep a pulse on how your business is doing throughout the year, whether you are just starting your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant, so listen in and make sure your business is on track to reach all your goals by doing a mid-year financial checkup… Join us in a community built specifically for accountants and high-stress professionals. You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Podcast Editor's Regrets: What We Wish We Knew When We Started

Podcast Editors Mastermind

Play Episode Listen Later Jun 17, 2026 54:08

What do you wish you know when first starting to edit podcasts for clients?Our panel shares their thoughts about undercharging, their lack of marketing, and a "trap" that many of us have fallen into.Key moments:Estimate and bill for editing time to avoid undercharging and ensure profitabilityDevelop a marketing strategy and a strong portfolio to attract clientsDefine your niche and offer strategic consultation alongside editing servicesEstablish clear contracts with trial periods and retainersLeverage built-in software features rather than overspending on pluginsPrioritize continuous learning and adaptation to industry changes__________________________Our PanelistsAbout Andrea Klunder:Andrea is the founder of The Creative Impostor Studios, a boutique agency producing award winning media for artists, organizations, and creative leaders....and she's also back with a wardrobe change.Book a free 30 minute podcasting business consultation: bit.ly/podbizwithandreaAbout Bill Stewart:Bill has been in radio and production since 1989. Podcast Production is a side gig for his network job for companies like intuit/Quickbooks and Total Babble podcast.Find samples of Bill's work at soundcloud.com/getstew or reach him at getstew@yahoo.comAbout Chris Duckett:Chris is a seasoned podcast editor with over 7 years of professional experience, specializing in video podcasts. He has mastered three audiobooks and contributed to a wide range of audio and video production projects.Connect with him at duckettproductionservices.comResources mentioned in the show:Audiobook: *Profit First by Mike MichalowiczPodcast episode: Profit First with Carol RiveraCourse: Profit First for Podcast Editors (includes template)Plugin suite: iZotope RXPlugin: Waves WLP Plus Loudness MeterPlugin: Waves Vocal Rider®Plugin: Soothe 3AI Sound Engineer: AuphonicVideo capture & editing: *Riverside.fm______________________________Tools we used to produce this episode:*Riverside.fm to RECORDWe used Riverside to record this episode and create video shorts for marketing the show.*WhisperTranscribe for SHOW NOTESWhisperTranscribe assisted in the crafting of this episode description. It probably saved me 30 minutes by providing a summary and a list of chapters.PodChapters for marking chapters in MP3:PodChapters helps you create chapters and embed them into the MP3 - plus incorporate them into the RSS feed and show notes.*Captivate.fm for our podcast MEDIA HOSTWe use Captivate to host the podcast. Captivate offers amazing features for a low monthly price, including full control of dynamic insertion, embedded chapters, and Blocks/Shortcodes to quickly add content to show notes (either static or dynamically!)*Use of the above affiliate links may earn us a commission, which is used to support the efforts of this show. Thank you in advance for your support!______________________________Mentioned in this episode:New, Events, and Tips in the Podcast Editor Industry NewsletterPodcast Editing NEWS, Podcast Editing EVENTS, and Podcast Editing TIPS... You can get all this information FREE by subscribing to the Podcast Editor Industry newsletter. Podcast Editor Industry NewsletterThe Podcast Editor AcademyGet access to Steve Stewart's 35+ years of small business experience and decade of learning inside the Podcast Editor Academy - PLUS: -Weekly Challenges via email -Windshield University with our Private Podcast -Office HoursPodcast Editor AcademyThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

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Start Up #330: YUDA - Rooftop Solar Power Systems and Home Batteries

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Play Episode Listen Later Jun 16, 2026 72:27

Ping Mendoza is Founder & CEO of YUDA.YUDA is building the retail energy infrastructure for Filipino homes and businesses. YUDA owns the household energy relationship from first inquiry to long-term monitoring, starting with rooftop solar and home batteries. World-class energy services, built for Filipinos from the ground up.This episode is recorded live at Yspaces in BGC, Taguig. Yspaces is our official Co-working and Event Space Partner.In this episode:00:00 Introduction01:01 Ano ang YUDA?04:15 What is the startup solving? 32:21 What are stories behind the startup? 01:09:09 How can listeners find more information?YUDAWebsite: https://yuda.com.phFacebook: https://facebook.com/yudaphilippinesInstagram: https://instagram.com/yudaphilippinesTHIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠https://onecfoph.co⁠Kredit Hero: ⁠https://kredithero.com⁠Yspaces: ⁠https://knowyourspaceph.com⁠Symph: ⁠https://symph.co⁠Twala: ⁠https://www.twala.io⁠GigGenius: ⁠https://gig-genius.io⁠SkoolTek by Edfolio: ⁠https://skooltek.co⁠Red Circle Global: ⁠https://www.redcircleglobal.com⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠https://asklexph.com⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techArgum 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.comCloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHyperstacks: https://hyperstacksinc.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com

Profit First Chat: Building Personal Wealth While You Grow Your Business | Solocast E24

Profit First REI Podcast

Play Episode Listen Later Jun 12, 2026 7:29

This solo episode breaks down Profit First, the bank account-based cash management system that helps real estate investors and business owners stop bleeding profitability and start keeping more of every dollar they make. Host David walks through the five core accounts, explains why the owner's comp account is the best place to start, and makes the case for why a fractional CFO might be exactly what's missing if systems alone aren't sticking.If you've ever closed a deal and still felt broke at the end of the month, this episode is for you. It's a practical, no-spreadsheet framework for building real personal wealth from the business you're already running.Timeline Highlights[0:26] The core problem: making money but never having anything to show for it at the end of the month[0:46] Why you don't need to be a financial wizard to pay yourself consistently or build real reserves[1:25] Profit First explained: how the envelope method from personal finance translates into a business wealth-building system[2:05] What you focus on expands: why profitability needs dedicated attention, not just a QuickBooks dashboard[2:37] The five fundamental business checking accounts every owner should set up[2:55] The Golden Trio: profit, owner's comp, and owner's tax accounts and why they're the key to keeping more of what you make[3:13] The "big black hole bank account" problem and how dedicated accounts solve it structurally[4:07] Where to start if you're not paying yourself consistently: the owner's comp account as your first move[4:28] What to do if you're currently spending more than you're making: expense analysis, letting people go, and getting profitable first[4:43] What a fractional CFO actually does and when it makes sense to bring one in[5:25] Why most businesses are more profitable than they think and just don't know how to name the dollars[6:12] Fractional CFO vs. doing it yourself: how to decide what level of support you actually need[6:45] Why there's no single deal that solves your cash flow problem and what actually builds lasting financial freedom[7:00] The habit loop that creates real wealth: every sale, a little to profit, every sale, a little to owner's comp, repeatKey TakeawaysProfit First is built on the envelope method, applied to your business bank accounts. Instead of tracking everything in QuickBooks, you set up dedicated accounts so every dollar that comes in gets immediately allocated, making profitability visible in your actual cash, not just your reports.The five core accounts are income, opex, profit, owner's comp, and owner's tax. The first two track what comes in and goes out. The Golden Trio (profit, owner's comp, and owner's tax) are what allow you to actually keep something from every sale you close.If you can only start with one account, start with owner's comp. Paying yourself consistently, even a small amount from every deal, starts building the habit and the reserves that most business owners never develop.A fractional CFO isn't just for large companies. If you know the system but won't stick to it, or if you need someone to help you understand what your numbers actually mean and hold you accountable, that level of support pays for itself.No single deal will solve your cash flow problem. The only thing that builds real financial freedom is consistency: every sale, a transfer to profit; every sale, a transfer to owner's comp. That habit, repeated over time, is what actually gets you out of the rat race.Links & ResourcesProfit First for Real Estate Investors — profitrei.comSimpleCFO — simplecfo.comSchedule a discovery call — simplecfo.comClosingIf this episode made you realize you've been running your business without a real cash management system, now is the time to change that. Share it with a business owner in your network who's making money but not keeping it. Subscribe, review, and share the Profit First for Real Estate Investors podcast, and if you want to go deeper, visit profitrei.com.

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Strategies #1: Cash Flow Management & Fundraising for Startups with OneCFO

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Play Episode Listen Later Jun 12, 2026 63:32

Jay Olos is Founder & CEO at OneCFO.In this episode, we discussed two important topics for startups to build business strategies on: Cash Flow Management & Fundraising. Listen to the episode to learn more! :)This episode is recorded live at the OneCFO office in Eastwood, Quezon City.In this episode:00:00 Introduction01:28 Ano ang OneCFO?10:35 Part 1: Cash Flow Management for Startups 29:09 Part 2: Fundraising for Startups 01:00:04 How can listeners find more information?ONECFOWebsite: http://onecfoph.coFacebook: https://facebook.com/onecfophTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coTwala: https://www.twala.ioGigGenius: https://gig-genius.ioSkoolTek by Edfolio: https://skooltek.coRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techArgum 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.comCloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHyperstacks: https://hyperstacksinc.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com

17% Layoffs, 83% Reorg

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Play Episode Listen Later Jun 11, 2026 65:17

Intuit just cut 17% of its workforce, roughly 3,000 employees, and Alicia is joined by Dan DeLong and Matthew "Spot" Fulton to unpack what actually happened and why it isn't the AI story everyone assumed. Drawing on Dan's 18 years inside the company, they break down the real drivers behind the cuts, the unusually generous severance packages, the closing of the Reno and Woodland Hills offices, and the three big bets shaping Intuit's future. They also dig into the uncertain fate of MailChimp and what the mid-market pivot signals for ProAdvisors and the QuickBooks community.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Intuit Layoffs Overview (01:57) - Why Layoffs Happen (03:01) - Dan Layoff Story (04:58) - Restructure Not AI (06:23) - Details and Office Closures (09:42) - India and Global Impact (11:50) - Culture and Job Mobility (14:15) - Severance and Support (20:47) - Layoffs and Career Growth (24:42) - Letter Management Layers (29:03) - Customer Support Outsourcing (32:10) - Strategic Hubs and Remote Work (36:09) - TurboTax Credit Karma Merge (37:04) - Restructuring Around Customers (38:09) - Three Big Bets Explained (38:46) - AI Native Done For You (39:49) - Center Of Money Push (41:56) - Mid Market Expansion (43:22) - MailChimp Cuts And Risks (47:10) - Divestiture Rumors And AI (52:36) - SMB Churn And Competition (54:42) - Closing Thoughts And Thanks (55:41) - What's New With Hosts (56:16) - Scaling New Heights Plans (58:25) - Alicia Events And Training (01:01:35) - Awards And Final Wrap LINKSIntuit Account login episode: uqb.show/81 Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRpSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

How this Wedding Photographer Plans to Save 180 Hours a Year With Better Systems with Jordan Craig

Business-First Creatives

Play Episode Listen Later Jun 11, 2026 45:38

What if the biggest thing holding your business back wasn't marketing, pricing, or lead generation, but the fact that everything lived inside your head? In this episode, I sit down with Jordan Craig, a wedding photographer who joined Systems in Session after years of managing inquiries, contracts, invoices, reminders, and client communication manually. Together, we unpack what happened when he moved from a patchwork process of Gmail, reminders, QuickBooks, and memory-based workflows into a streamlined Dubsado system designed to support both his business and his life.Jordan shares what surprised him most about the experience, how automation improved his client experience instead of making it feel robotic, and why he believes he'll gain back more than 180 hours every year because of the systems we built together.Find It Quickly00:24 - Meet Jordan01:32 - The Chaos Before Dubsado03:38 - Five Minute Proposals07:15 - Email Like You Mean It13:39 - Centralized CRM Wins17:14 - Offboarding Reviews Blogging18:54 - Automation Balance21:08 - Next Services To Automate24:33 - Timing Inquiries And 60 Days30:17 - Favorite Parts And GPTsMentioned in this EpisodeSystems in Session: coliejames.com/systemsEmail Like You Mean It: coliejames.com/email-like-you-mean-itConnect with the GuestWebsite: jordancraigmedia.comInstagram: instagram.com/jordancraigmedia

Your Books Might Be Wrong (And Costing You $10,000 in Taxes)

Know Your Numbers with Chris McCormack

Play Episode Listen Later Jun 11, 2026 20:01

Mid-year bookkeeping mistakes can quietly turn into expensive tax problems at year-end. In this episode of the Know Your Numbers podcast, we break down the warning signs of messy books, just like a strange noise in your car means it's time to visit a mechanic. If your financial reports or bank accounts don't line up, it's not something to ignore; it's a signal that cleanup is needed.We cover the most common issues that lead to inaccurate financial statements and tax surprises, including variances between bank accounts and QuickBooks, unrecorded transactions, personal expenses incorrectly categorized as business expenses, and negative balances on your reports. You'll also learn why up-to-date bookkeeping is the foundation for accurate tax projections and smarter financial decisions throughout the year.If you want more clarity, fewer tax surprises, and confidence in your numbers, this episode will help you understand when and why to clean up your books, and what to do next. Visit our website to connect with our team and see if we're a good fit to help you get your books in order and build a stronger tax strategy.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/booking-calendar/better-books-consultation••••••••••••••••••••••••••••••••••••••••••••Connect with Better Books on Social MediaFacebook: https://www.facebook.com/betterbooksaccounting.coInstagram: https://www.instagram.com/betterbooksaccounting.co→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@betterbooksaccountingThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guest.

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How AI Actually Solves the Real Call Center Headaches in Home Services

Service Business Mastery - Business Tips and Strategies for the Service Industry

Play Episode Listen Later Jun 10, 2026 45:58

Most home service companies don't have a lead problem. They have a follow-up problem. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Kevin Wu, founder of Leaping AI, to discuss how AI voice agents and automation are helping home service businesses solve some of their biggest call center challenges. From missed calls and slow follow-up times to after-hours booking and lead nurturing, Kevin shares how AI is being used as a practical tool to support customer service teams, improve speed-to-lead, and create better customer experiences without replacing people. The conversation also explores the future of AI-powered call centers, how contractors can automate repetitive tasks, and why business owners should focus on using AI to eliminate bottlenecks instead of simply cutting payroll. What You Will Learn in This Episode Why speed-to-lead is still one of the biggest challenges in home services How AI voice agents help capture missed opportunities The difference between replacing employees and supporting employees Why call centers struggle with consistency and process adherence How AI can improve appointment scheduling and follow-up The role of AI in call monitoring and quality control Why data quality inside your CRM matters more than ever How AI can help clean and organize customer databases The future of automated outbound campaigns The risks of AI abuse and spam calling How responsible AI adoption can improve customer experience Why contractors should start experimenting with AI today If you're looking for ways to improve call handling, increase booked appointments, and build a more efficient service business, this episode is packed with practical insights. Timestamps 00:00 Challenges with contractor responsiveness 03:11 Kevin introduces himself 08:58 Kids' interest in trade careers 09:45 Issues with Customer Support Responsiveness 14:00 AI improving call center efficiency 18:33 Solving data analysis with AI 20:55 Improving business metrics accuracy 25:37 Implementing EOS for business owners 29:31 Focusing on business priorities 32:00 AI for persistent customer follow-up 35:27 Responsible AI use in marketing 39:33 Data export issues in QuickBooks 40:45 Using AI to clean CRM data 43:35 Trying something new for 30 minutes Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Kevin Wu: https://www.linkedin.com/in/kevin-wu-452a6393/ Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/ Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo

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405: The Easiest Way To Boost Your Cash Flow Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper, VA, Business Owner, Or Self-Employed

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

Play Episode Listen Later Jun 10, 2026 14:41

Cash flow refers to the money moving in and out of your business. When you have a positive cash flow, it simply means that you have enough money to manage the payments of any money that goes out of your business. If you have more money coming into your business than going out, you will have obtained a positive cash flow. Many business owners think the only way they can increase their cash flow is to increase their sales or increase their net income. This statement is partially true. You will increase your cash flow if you see additional sales, but what if you could increase your cash flow without adding any additional sales? If you are experiencing a tight cash flow, or maybe even a negative cash flow, there are things you can do in your business right now to help give your cash flow a boost without increasing your sales. I understand there may be times in your business when you really rely on having enough cash flow to get by, and I know this past year has been hard for a number of small business owners. If you are using a computerized software solution such as QuickBooks, you can easily generate a cash flow statement to see exactly where your business stands. Today, I am going to talk about one simple tip you can do to help increase your cash flow, whether you are just starting your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant. Your cash flow will be a huge contributor to making sure your business will survive, so listen in and make sure you follow this one simple tip... Join us in a community built specifically for accountants and high-stress professionals. You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

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CFO Case Files: The Financial Clarity You Think You Have Isn't Real | Pete Richter | E11

Profit First REI Podcast

Play Episode Listen Later Jun 10, 2026 42:45

What happens when a father believes so much in what his son built that he becomes a paying client — not a cheerleader, not a silent supporter, but someone who put his own business on the line to test whether the system actually works? That's the story of Pete Richter: property management veteran, former client of Simple CFO, and now a fractional team member helping the company he once hired. Host Christina Gutierrez sits down with Pete for a conversation that's part case file, part origin story, and completely worth your time.Pete ran a property management firm with roughly 300 doors, was in the early stages of a fix-and-flip operation, and had the same problem most real estate business owners have — the financials were technically being tracked, but nothing was clean, nothing was separated, and nobody could tell with confidence whether the business was actually making money. David Richter, founder of Simple CFO and Pete's son, stepped in as both a son and a service provider. What followed was a transformation in financial clarity, accountability, and business operations — and eventually, a role on the team for the man who saw David's potential before anyone else did.Timeline Highlights[0:00] Series intro for the Simple CFO Case Files on the Profit First for Real Estate Investors podcast[0:23] Christina introduces Pete Richter — property management veteran, former client, and David's father[1:26] What Pete thought when David first pitched the idea: Profit First for real estate investors[2:15] Pete's personality as an implementer, not a visionary — and how that shaped how he supported David[3:21] Pete reflects on David's character: valedictorian and salutatorian not by brilliance, but by discipline[4:25] The habit that defined David early — doing obligations first so free time could be fully enjoyed[5:07] How David identified the financial gap inside real estate companies while working in them[6:02] The "45 seconds after the meeting" story — David executing before Pete was even back at his desk[7:33] Christina reflects on David's reading habits: dozens of books, outlines, and genuine retention[9:17] How Rich Dad Poor Dad started David's financial education while working a factory monitoring job[10:47] David's early instinct to go back and teach his high school about budgeting — for free[11:16] Pete on David's motivation: it was never about wealth, always about filling a need[12:08] The moment Pete knew this business was going to work — driven by David's passion, not a pitch deck[13:49] Pete's property management company and the financial problem that made Simple CFO obvious[14:45] The setup: using property management software to track flip addresses — and why that had to change[15:11] David's first advice as a son: get on QuickBooks, get separated, get a clear financial picture[16:25] Was it awkward paying his son? Pete explains why the answer was never yes[17:47] What actually changed: financial separation, monthly accountability meetings, and Profit First principles[19:26] What surprised Pete most — David's business connections at such a young age, and how strong they were[21:05] How Pete went from client to fractional team member — one management question at a time[22:31] Pete's admission: he told David early on he'd do this for free[24:49] The value Pete brings at 62 with 30+ years of management: knowing the wrong ways first[25:38] The moment Pete trained a newly promoted bookkeeper on management — and watched her apply it[27:15] Managing relationships is the real work of business — in every role, at every level[27:36] The EOS story: how Pete and David came to the operating system from a dysfunctional earlier experience[29:48] What Simple CFO clients don't see: every process and decision is built around making clients successful[31:33] What Pete has learned about David as a leader — his perfectionism, his people-pleasing, and why it matters[34:27] Why finances are the most personal topic in business — and why that makes the work Simple CFO does so significant[35:42] A funny story: the time David's parents accidentally left him home alone at age 10 — and what he did about it[38:49] Pete's advice to any real estate investor who thinks they have it figured out: start with a financial health check[40:57] Christina on David's personal orientation calls for new clients — and why it's one of the most underrated parts of the serviceKey TakeawaysTracking revenue without separating your businesses gives you the illusion of financial clarity — not the real thing. Getting clean financials is step one before any strategy can work.Accountability in monthly meetings creates momentum that spreadsheets can't. Showing up to a meeting with your to-do's done is a discipline that compounds over time.Profit First principles work differently when someone walks you through them than when you try to implement them alone — the accountability layer is what makes the system stick.Management experience is an underrated asset in a financial services company. Knowing how to develop people, resolve personnel issues, and build team culture is what keeps the financial work sustainable.A financial health check isn't just for businesses that are struggling. Many of the most surprising insights come from owners who thought they were doing well and discovered untapped equity or overlooked opportunity.Finances are the most personal topic in business — which is exactly why bringing in an outside set of eyes takes courage, and why the results are almost always worth it.The best time to build a relationship with the right advisors is before you're in crisis, not after. Pete became a client before things went wrong, and that gave his businesses a runway others don't get.Links & ResourcesSimple CFO Solutions: https://www.simplecfo.comProfit First for Real Estate Investors: https://www.profitrei.comProfit First for Real Estate Investors by David Richter: available on AmazonBook a free financial discovery call: https://www.simplecfo.comClosingPete Richter's story is a rare one — a father who believed in his son's vision, put his own business on the line to validate it, and eventually joined the team to make sure it works for everyone else. If his journey resonates with you, whether you're running 300 doors or just starting to close deals, the first move is getting a clear picture of where your money actually is. Subscribe so you don't miss our guest interviews and Profit First chats with David Richter, and when you're ready to bring real clarity to your business finances, visit profitrei.com.

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Start Up #329: Nextkpr - Raffle-based Fundraising Platform for Selling Unused Items

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Play Episode Listen Later Jun 9, 2026 75:00

Bong Misajon is Founder at Nextkpr. Nextkpr is a circular‑economy platform that transforms unused items into renewed value and regenerative funding for causes. Renewed value is realized by finding the next keeper of an unused item — the person who will give it continued purpose and extended life. Nextkpr uses raffle - a game of chance - to facilitate fundraising and selling of unused items. This episode is recorded live at Yspaces in BGC, Taguig. Yspaces is our official Co-working and Event Space Partner.In this episode:00:00 Introduction01:19 Ano ang Nextkpr?11:08 What is the startup trying to solve? 35:26 What are the stories and vision of the team? 01:08:03 How can listeners find more information?01:12:07 Nextkpr has changed its allocation method from chance to a deterministic model based on member participation signalsNEXTKPRWebsite: https://nextkpr.comLinkedIn: https://linkedin.com/company/nextkprTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coTwala: https://www.twala.ioGigGenius: https://gig-genius.ioSkoolTek by Edfolio: https://skooltek.coRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techArgum 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.comCloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHyperstacks: https://hyperstacksinc.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com

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Finding Your Passion and Crushing It on Your Own Terms! How Ramy Brook's Founder Created the Formula to Success in Her 40s

Coming In Hot

Play Episode Listen Later Jun 8, 2026 62:51

In this episode, fashion designer Ramy Brook Sharp is Coming In Hot

306 - Breaking Down the HR-Finance Gap: Nir Leibovich (Intuit QuickBooks Workforce)

Play Episode Listen Later Jun 5, 2026 49:05

Nir Leibovich, Product Executive at QuickBooks Workforce, joined us on The Modern People Leader to discuss why HR and finance teams struggle when data lives in silos and how unified systems create better business decisions. Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode306---- Sponsor Links:

Start Up #328: ArkoTech Space Solutions - Roadmap for Building the Philippine Space Industry

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Play Episode Listen Later Jun 5, 2026 43:53

Cenon Ng is Founder at ArkoTech Space Solutions. ArkoTech Space Solutions is a Space Business Development company dedicated to advancing the Philippines as the strategic hub for space innovation in the Asia-Pacific region. ArkoTech Space Solutions is enabling partnerships, building infrastructure, nurturing talent, and connecting industries across the global space economy. This episode is recorded live at Virspacio Coworking Spaces in Pasig City.In this episode:00:00 Introduction01:09 Ano ang ArkoTech Space Solutions?10:40 What is the startup solving? 23:32 What are the stories and vision of the team? 39:50 How can listeners find more information?ARKOTECH SPACE SOLUTIONSWebsite: https://arkotechspacesolutions.comFacebook: https://facebook.com/profile.php?id=61580437597242THIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coTwala: https://www.twala.ioGigGenius: https://gig-genius.ioSkoolTek by Edfolio: https://skooltek.coRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techArgum 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.comCloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHyperstacks: https://hyperstacksinc.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com

Now You Know, In the Know May 2026

The Start Build Grow Show: A Roofing Contractor Podcast

Play Episode Listen Later Jun 4, 2026 74:17

Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnrLINKSIntuit's In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharingRightTool: RightTool.app, use code ROYALWISE for 20% offBooks Close episode: uqb.show/130Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

How Cheque Helps Service Businesses Get Paid Faster with Dynamic Discounting

The Beacon Way

Play Episode Listen Later Jun 4, 2026 29:16

How Cheque Helps Service Businesses Get Paid Faster with Dynamic Discounting Adrienne interviews Julia, founder of Cheque, who moved from Sweden to the US after leaving her role at a Stockholm accelerator to start an invoicing platform for service businesses. Drawing on interviews with about 100 service providers, Julia explains how Cheque uses dynamic discounting—letting businesses offer optional discounted net 5 or net 10 terms alongside standard net terms—so clients can pay early for a 1%–3% discount, helping vendors improve cash flow without relying on lines of credit or factoring. They discuss the realities of entrepreneurship, the pain points in existing bookkeeping and invoicing tools, and Cheque's longer-term vision for a “credit exchange without credit” that could route early-payment demand across the platform. Julia shares how to contact her and notes Cheque's free plan and QuickBooks integration. Contact Julia on LinkedIn: https://www.linkedin.com/in/juliadelin/Cheque Website: https://www.chequepay.co/Contact Adrienne on LinkedIn: https://www.linkedin.com/in/adriennewilkerson/Beacon Media & Marketing Website: https://www.beaconmm.com/ Follow Beacon Media & Marketing Social Mediahttps://www.linkedin.com/company/beacon-media-marketing/posts/?feedView=allhttps://www.facebook.com/beaconmm/https://www.instagram.com/beaconmm/ 00:00 Welcome and Introductions00:18 Julia's Founder Story01:29 How Cheque Works02:37 Taking the Leap04:02 Entrepreneur Rollercoaster08:14 Big Vision for SMBs09:45 Cash Flow Alternative12:06 Dynamic Discounting Demo16:35 Proactive vs Collections19:51 Credit Exchange Vision21:32 Roadmap and Risk22:39 Free Plan and Contact23:58 Healthcare Use Case27:03 Closing Thanks

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EP 295. The Financial Truth Nobody Tells Roofing Contractors

Play Episode Listen Later Jun 4, 2026 50:01

In this episode, I sit down with Brie Reis, CEO of Elite Roofing & Solar, and Jenn Allen, Financial Systems Coach for The Roofing Academy and Founder of Lucid Co., to unpack one of the most overlooked—but most important—parts of running a successful roofing company: the financial side of the business. Brie shares lessons from scaling one of the fastest-growing roofing companies in Colorado while navigating the real challenges that come with business growth, leadership, and building a sustainable company. Jenn brings over a decade of accounting and roofing industry experience to the conversation, breaking down why so many contractors struggle with cash flow, job costing, and financial systems that can't support long-term growth. We dive into the good, the bad, and the ugly of construction finances, including why many business owners don't truly know their numbers, how poor financial visibility impacts profitability, and what systems need to be in place before a company can scale effectively. Jenn also explains how tools like QuickBooks, JobNimbus, and integrated financial reporting systems should work together, why clean bookkeeping alone isn't enough, and how contractors can build financial clarity and confidence in their decision-making. Toward the end of the conversation, Brie and Jenn share practical insights on leadership development, accountability, business systems, and creating structure within a growing company—while also discussing the mindset shifts owners need to make if they want long-term business success and stability. If you're a contractor, roofing business owner, or entrepreneur looking to improve cash flow management, understand your numbers, increase profit margins, and build a company that scales with confidence, this episode will give you practical strategies and real-world insights you can start applying immediately.

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305 - HR Alone Can't Create High Performance: Amy Schwartz, Head of Global HR at Wiz

Play Episode Listen Later Jun 2, 2026 51:53

Amy Schwartz, Chief People Officer at Wiz, joined us on The Modern People Leader. We talked about why HR alone can't create a high-performance culture, why relationships and influence matter more than HR systems, and why "picking up the trash" - a leadership philosophy she picked up working in casinos - has stuck with her ever since.---- Sponsor Links:

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Start Up #327: The Flight of Style - Professional Branding through Image and Style

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Play Episode Listen Later Jun 2, 2026 69:53

Kimi Siao is Founder and Creator of The Flight of Style. The Flight of Style is helping individuals with their personal and professional branding through image enhancement. The Flight of Style does this through a series of coaching, workshops, and mentoring sessions either to individuals or to a group/company, completing the journey of: confidence building, life coaching, and creating good first impressions.In this episode:00:00 Introduction01:11 Ano ang The Flight of Style?09:08 What is the startup solving? 36:22 What are the stories and vision of the team? 1:05:41 How can listeners find more information?THE FLIGHT OF STYLEWebsite: https://theflightofstyle.carrd.coTHIS EPISODE IS CO-PRODUCED BY:OneCFO: https://onecfoph.coKredit Hero: https://kredithero.comYspaces: https://knowyourspaceph.comSymph: https://symph.coTwala: https://www.twala.ioGigGenius: https://gig-genius.ioSkoolTek by Edfolio: https://skooltek.coRed Circle Global: https://www.redcircleglobal.comCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: https://www.arkotechspacesolutions.comDVCode Technologies Inc: https://dvcode.techArgum 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.comCloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHyperstacks: https://hyperstacksinc.comWunderbrand: https://wunderbrand.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHPIXEL: https://pixel.eplayment.co/dl/startuppodcastphWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com

Weekend Conversations: Effective Leaders Protect Their Time

Play Episode Listen Later May 30, 2026 47:41

On a new edition of Weekend Conversations on the Elevate Podcast, host Robert Glazer and producer Mick Sloan discuss the concept of protected time, and how leaders stay effective my ensuring they have time for their key personal and professional priorities. Robert shares why he never arranged work travel on his kids' birthdays, how he blocks off time for strategic thinking, and how he coached his leadership team to manage their calendars for ideal effectiveness. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ QuickBooks: ⁠⁠⁠⁠⁠⁠quickbooks.com/billpay⁠⁠ Ethos Life: ⁠⁠ethos.com/elevate⁠⁠ Keeper Security: ⁠⁠⁠keepersecurity.com/ELEVATE⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Start Up #326: Goolai.co - Intelligent Cart for Fresh Produce - Budgeting, Sourcing, Supply Chain

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Play Episode Listen Later May 29, 2026 53:17

Winston Binauhan is Founder of Goolai.co. Goolai.co is your intelligent cart for fresh produce. The Goolai.co app makes it effortless to crave, search, add to cart, and enjoy next-day delivery - connecting consumers directly to freshly harvested produce without the confusion or hidden fees. Goolai.co also helps consumers to work within their budget but with their desired ulam. Finally, Goolai.co is doing these with a unique approach - solving the problem first in a closed system, rather than as a large unified aggregated open marketplace.In this episode:00:00 Introduction01:05 Ano ang Goolai.co?08:03 What is the startup solving? 31:59 What are the stories and vision of the team? 49:44 How can listeners find more information?GOOLAI.COWebsite: https://goolai.coFacebook: https://facebook.com/profile.php?id=61584252397565THIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Twala: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twala.io⁠⁠⁠⁠⁠⁠⁠⁠⁠Symph: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠⁠⁠⁠⁠Secuna: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.arkotechspacesolutions.com⁠⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠Argum 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.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠Edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠⁠⁠⁠

Elevate Classics: Guy Kawasaki on Working with Steve Jobs and Innovative Leadership

Play Episode Listen Later May 28, 2026 53:39

Guy Kawasaki⁠ is the Chief Evangelist of Canva and the creator of Guy Kawasaki's Remarkable People Podcast. Guy was the Chief Evangelist of Apple and an executive fellow of the Haas School of Business at UC Berkeley. He's the bestselling author of over a dozen books, including Wise Guy, The Art of the Start 2.0, and a new one, ⁠Think Remarkable⁠, which is now available for preorder wherever books are sold. Guy joined host Robert Glazer to share his favorite Steve Jobs stories, discuss the key to innovative thinking and design and share insights from his career studying and working with the world's best thinkers and leaders. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ QuickBooks: ⁠⁠⁠⁠⁠⁠⁠quickbooks.com/billpay⁠⁠⁠ Ethos Life: ⁠⁠⁠ethos.com/elevate⁠⁠⁠ Keeper Security: ⁠keepersecurity.com/ELEVATE Learn more about your ad choices. Visit megaphone.fm/adchoices

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BDO Alliance Evolve 2026 Recap

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Play Episode Listen Later May 28, 2026 40:26

Alicia shares her experience at BDO Evolve 2026, covering the relationship-building mindset that changed how she approached the entire conference and a session on Gen Z in the workplace that has her rethinking how accounting firms onboard and develop new staff. She also reveals that Royal Wise took home a BDO Alliance Award for Growth Strategy and breaks down the positioning and pricing decisions behind that win, plus answers a live "stump the expert" question on how QuickBooks Online handles physical versus economic sales tax nexus.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI - http://uqb.promo/maxima(00:00) - Welcome Back From BDO (01:31) - Why Royal Wise Joined (03:07) - New Booth Big Upgrade (03:47) - BRN Summit Keynote (07:23) - Relationship Building Dinners (13:38) - Gen Z At Work Lessons (26:44) - Royal Wise Wins Award (31:53) - Ask Alicia Anything Stumper (35:43) - New Book And Classes (38:07) - Thanks And Sign Off LINKSBDO Evolve 2026: https://conference.bdoalliance.com/#section-scheduleBDO Alliance: https://www.bdo.com/about/bdo-alliance-usaBuy Alicia's Book!http://royl.ws/conversion-bookAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

The Parts Reconciliation Gap Costing Auto Repair Shops Six Figures [E224]

Business By The Numbers

Play Episode Listen Later May 28, 2026 35:56

Thanks to our partners Promotive, WickedFile, Maverick Shop Owners, and OverdryveIs your shop management system telling you one number while QuickBooks says something else entirely? Are parts credits going unclaimed? And if someone were quietly skimming off the top, would your current process ever actually catch it?In this episode, Hunt Demarest, CPA at Paar Melis & Associates, sits down with Alex Saladna from Wicked File — the AI-powered back office reconciliation platform built for auto repair shops. From the employee who snuck through ceiling tiles to steal cash, to the eight-location shop that cut back office workload by fifty percent overnight, Hunt and Alex break down what's leaking out of your business, why your team can't catch it manually, and how technology has made a once-unsolvable problem into a morning coffee routine.Whether you're a single-location shop hemorrhaging credits you didn't know you were owed or a multi-location owner who's quietly accepted that being remote means accepting losses — this episode is essential listening.What You'll Learn…(03:01) What Wicked File actually does — and why the gap between your shop management system and your accounting software is exactly where the money disappears(06:02) The #1 cause of theft is confidence — why 100% of owners who've been stolen from said it would never happen to them(07:38) Theft stories from the field — Mission Impossible through the ceiling tiles and $2,000 a month in soda nobody ordered(11:58) From 200 invoices to 20 — how 80–90% of parts reconciliation gets automated and what your team can do with the time back(20:09) The 2–3% burn — at $1M in sales that's up to $30,000 walking out the door, and why most owners don't treat it that way(22:36) Why treating your financials as a final score is costing you — and what watching your business like game film actually looks like(28:19) Why the right employees will love this tool — and what resistance to it tells you about your culture(35:16) Bad data makes bad decisions — why it all starts with clean numbers at the invoice levelIf you're ready to stop assuming your vendor credits are being processed, understand why the confidence that "it doesn't happen here" is exactly what makes it happen here, and finally know what's actually leaking out of your back office before it becomes a six-figure problem — this episode is essential listening.Thanks to our partner, PromotivePromotive 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/Thanks to our partner, Maverick Shop OwnersYou're working on growing a more profitable shop - that's critical. That's exactly what the 24-video Blueprint course by Maverick Shop Owners addresses - customers, sales, profit, people, systems, and freedom. Get free access for our listeners only at https://maverickshopowners.com/blueprintThanks to our partner, OverdryveOverdryve is your AI-powered marketing operating system. It predicts slow weeks before they happen, automatically launches revenue-driving campaigns, tracks ROI down to the dollar, and optimizes performance in real time. Visit https://overdryvemarketing.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:Beyond the Bays: A Financial Playbook for Auto Repair Shop OwnersWrenches to Write-OffsYour Perfect Shop The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental Health, Matt Fanslow is Lifting the Hood on Life.The Weekly Blitz with Chris Cotton: Weekly Inspiration with Business Coach Chris Cotton from AutoFix - Auto Shop Coaching.Speak Up! Effective Communication with Craig O'Neill: Develop Interpersonal and Professional Communication Skills when Speaking to Audiences of Any Size.Business by the Numbers with Hunt Demarest: Understand the Numbers of Your Business with CPA Hunt Demarest.The Auto Repair Marketing Podcast with Kim and Brian Walker: Marketing Experts Brian & Kim Walker Work with Shop Owners to Take it to the Next Level.

Why Bookkeeping Is One of Your Most Powerful Tax Strategies

Small Business Tax Savings Podcast | JETRO

Play Episode Listen Later May 27, 2026 19:13

Your bookkeeping changes everything from a tax standpoint.If your books are messy, outdated, or based on guesswork, your tax planning is already working with bad information. You may miss deductions, misjudge your profit, make poor year-end decisions, or overpay the IRS without realizing it.In this episode, Mike breaks down why bookkeeping is not just administrative work. It is the foundation of smart tax planning. He explains what bookkeeping actually is, how your profit and loss statement and balance sheet affect your taxes, and why clean, accurate books help business owners make better decisions, reduce tax-season stress, and uncover more opportunities to lower their tax bill.

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Elevate Classics: Liz Wiseman on Building A Team of Impact Players

The Successful Bookkeeper Podcast

Play Episode Listen Later May 26, 2026 55:34

Liz Wiseman coaches both up-and-coming performers and established leaders on how to help others improve. She is the CEO of the Wiseman Group, a leadership research and development firm with clients such as Apple, Disney, Facebook and Google. She is a frequent guest lecturer at BYU and Stanford, and has been recognized previously by Thinkers50 as the top leadership thinker in the world. She is also the New York Times bestselling author of several books, including Multipliers and Impact Players. Liz joined host Robert Glazer on the ⁠Elevate Podcast⁠ to discuss Impact Players, how employees can increase their impact and advancement opportunities, and how leaders can cultivate and elevate Impact Players on their teams. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ QuickBooks: ⁠⁠⁠⁠⁠⁠⁠⁠quickbooks.com/billpay⁠⁠⁠⁠ Ethos Life: ⁠⁠⁠⁠ethos.com/elevate⁠⁠⁠⁠ Keeper Security: ⁠keepersecurity.com/ELEVATE Learn more about your ad choices. Visit megaphone.fm/adchoices

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EP533: Sammy Mattingly & Fred Ott - From Porta Potties To Bookkeeping: How Networking Built Their Firm Fast - Part 1

Play Episode Listen Later May 26, 2026 30:03

See what the team at The Successful Bookkeeper has on right now → Sammy Mattingly and Fred Ott co-founded Mattingly & Ott Financial Accounting in their mid-twenties, with backgrounds in Big Four auditing and investment management — and a brief, memorable detour into portable sanitation. In Part 1 of this two-part conversation, they walk through the early decisions that shaped their firm: getting certified, landing first clients, and discovering that digital ads were no substitute for showing up in person. Chapters [00:00] Cold open and intro [01:18] Sammy's listener origin story [03:15] Backgrounds before bookkeeping [06:30] The porta potty adventure [11:00] Finding bookkeeping on YouTube [13:00] Five-week plan and first clients [16:00] Why paid ads flopped [18:30] Discovering networking as a strategy [21:00] Building one-to-one meeting habits [24:30] Shifting to strategic partnerships From Porta Potties to ProAdvisor Before bookkeeping, Sammy and Fred tried their hand at entrepreneurship the hard way — buying 20 used porta potties off a site called Crapper King, shipping them across the country on a semi-truck, and eventually moving them on Facebook Marketplace after a good pressure wash. The experience wasn't profitable, but it was formative. As Michael notes on the show, it gave them a layer of genuine empathy for clients: "They don't have all the answers, they're making mistakes, they're trying to figure it out." After a few more ideas, a YouTube video on starting a bookkeeping firm was all the spark Sammy needed. "I watched it, and I was like, well, if this guy can do it, Fred and I can do this." The Five-Week Launch Plan Once they committed to bookkeeping, Sammy and Fred moved fast. They built a five-week plan: get QuickBooks certified, become ProAdvisors, and land one client. Two large cleanup projects came through the QuickBooks ProAdvisor directory almost immediately — enough to justify going full-time. Fred describes those first weeks as equal parts doing the work and learning on the fly: "We were certified in QuickBooks, but it's like — we've got to figure out how this works. We've never done a QuickBooks cleanup for this type of company before." Why Paid Ads Weren't the Answer With their first projects underway, they turned to paid social media ads hoping to fill the pipeline. Six weeks and 15 or 16 leads later, the results were discouraging — contacts who were hard to reach and nowhere near ready to hire a bookkeeper. "We were finding they were all super unqualified," Fred says. That dead end turned out to be the pivot point. A conversation with a local small business attorney introduced a word they'd barely considered: networking. Networking as a Growth Engine Neither Sammy nor Fred would describe themselves as natural networkers — both lean introverted. But they committed fully, spending two to three months filling their days with open networking events and one-to-one coffee meetings. The accountability of working as a team made the difference: knowing the other person was putting in the effort kept each of them showing up. Fred's father, a career salesman, gave them the frame they needed: "Unseen, unheard, unsold." They tracked weekly one-to-one meeting goals, walked up to strangers, shook hands, and asked people to coffee — regardless of whether an obvious business connection was visible. Strategic Relationships Over Volume Over time, the approach evolved from broad networking to targeted relationship-building. Sammy describes the shift as following the data: "We took a step back and we were like, okay, what percentage of our referrals is coming from CPAs or whoever? And it's like, okay, well, if 80, 90% of our referrals are coming from these types of people, we need to go to rooms where there are these types of people." Tax preparers, business brokers, and other professionals who rarely attend networking events became the focus — making Mattingly & Ott's presence at those events even more valuable. Links mentioned Pure Bookkeeping — the system Sammy and Fred found through the podcast Pixie — practice management tool they discovered through The Successful Bookkeeper thesuccessfulbookkeeper.com — resources, episode search, and Ask the Show feature About the guests Sammy Mattingly and Fred Ott are co-founders of Mattingly & Ott Financial Accounting, LLC. High school friends turned business partners, they launched their bookkeeping firm roughly a year and a half ago and went full-time within the first few months. Sammy brings a background in Big Four audit; Fred comes from investment management. Together they serve small, service-based businesses and have built their client base almost entirely through in-person networking and strategic referral relationships. Part 2 of their conversation covers how those relationships translate into referral systems and scalable growth. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

Special #24: Stellar Philippines - Web3 & Cryptocurrency, Builder Ecosystem, Hackathons & Grants!

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later May 26, 2026 49:56

Nelson Lumbres is Country Lead of Stellar Philippines. Armielyn Obinguar is Tech Lead of Stellar Philippines. Stellar Philippines is a builder-focused ecosystem initiative growing the Stellar network in the Philippines through hackathons, bootcamps, founder support, university partnerships, and community-led programs focused on real-world financial innovation. Stellar Network is an open-source blockchain for enterprises and institutions, offering secure smart contracts, fast payments, and asset tokenization. Designed for cross-border financial infrastructure, it enables low-cost transfers, issuance of digital assets, stablecoin integration, and interoperability between traditional finance and blockchain systems. Its native asset, Lumens (XLM), is used for transaction fees and network operations, while the network focuses on scalability, compliance-friendly tools, and partnerships with payment providers, fintech companies, and financial organizations worldwide.In this episode:00:00 Introduction01:17 Ano ang Stellar Philippines?07:11 Kamusta nga ba ang Web3? 17:20 Why is Stellar building a community in the Philippines? 26:34 What are details of the upcoming Stellar Philippines hackathon? 39:56 What are the future plans of Stellar Philippines? 45:32 How can listeners find more information?STELLAR PHILIPPINESX: https://x.com/PHI_StellarAPAC Stellar Hackathon: https://www.risein.com/programs/apac-stellar-hackathon?referral=rpvJSBuild on Stellar Philippines Hackathon: https://www.risein.com/programs/build-on-stellar-philippines-hackathon?referral=LNPqkTHIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠⁠⁠⁠Twala: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.twala.io⁠⁠⁠⁠⁠⁠⁠⁠Symph: ⁠⁠⁠⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠⁠⁠⁠Secuna: ⁠⁠⁠⁠⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: ⁠⁠⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.arkotechspacesolutions.com⁠⁠⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠⁠⁠Argum 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.com⁠⁠⁠⁠⁠⁠⁠⁠Cloverly: ⁠⁠⁠⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠⁠⁠⁠Hyperstacks: ⁠⁠⁠⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠Edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠https://tasharivera.com⁠⁠⁠⁠

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Should You Use QuickBooks for Personal Finances?

Play Episode Listen Later May 24, 2026 14:12

Should you use QuickBooks for your personal finances? The answer is… it depends. Today, we break down the pros and cons of using QuickBooks for personal accounts. While it is a powerful tool for tracking where your money is going, it may not be the best option if you are simply looking for a budgeting app. There are other tools designed specifically for that. However, if you set up your chart of accounts correctly, QuickBooks can give you a clear picture of your spending and help you understand your financial habits in a deeper way. We will walk through when it makes sense, when it does not, and how to think about using the right tool for the right job.

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Weekend Conversations: Parents Are Focused On The Wrong Risks

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Play Episode Listen Later May 23, 2026 50:25

On a new edition of Weekend Conversations on the Elevate Podcast, host Robert Glazer and producer Mick Sloan discuss shocking report from the Institute For Family Studies surveying over 24,000 parents. The report reveals a startling paradox: kids are more restricted than ever before in the physical world, but have few limits on their usage of social media and technology. Robert and Mick discuss the negative effects of this dynamic, and propose a better approach. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ QuickBooks: ⁠⁠⁠⁠⁠⁠quickbooks.com/billpay⁠⁠ Ethos Life: ⁠⁠ethos.com/elevate⁠⁠ Keeper Security: ⁠⁠⁠keepersecurity.com/ELEVATE⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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FridAI - Voice, Slack & Markdown

The Small Business Show

Play Episode Listen Later May 22, 2026 17:51 Transcription Available

In this episode of Business Brain, we kick off Casual Friday AI with Dave’s pitch to learn Markdown — the plain-text format that every AI engine now prefers. Skip it, and you’re burning tokens (and cash) every time the robots have to wade through bloated Word docs. Then Shannon drops the move that’ll change your week: connect Claude to Slack and let it pull weekly summaries of wins, blockers, and who’s actually carrying the team. It’s the kind of leverage that turns a flood of channels and DMs into one tidy report waiting on your desk every Friday. From there,We dig into Markdown for AI, connecting Claude to Slack, Claude for Small Business, and xAI voice cloning results. we dig into Claude for Small Business, the new Claude Cowork layer that plugs straight into QuickBooks, HubSpot, Google Workspace, Microsoft 365, Canva, DocuSign, and PayPal — your small business operating system, basically. Toggle one workflow on, fix one pain point, repeat. We also revisit Shannon’s xAI voice clone experiment (verdict: too old, too audiobook, needs another pass), and land on the big takeaway driving the Charmed Life right now — connect, connect, connect. The AI tools you already pay for get exponentially more powerful the moment you wire them into the platforms you actually live in. 00:00:00 Business Brain – The Entrepreneurs' Podcast #755 for Casual FridAI, May 22, 2026 May 22nd: Bitcoin Pizza Day 00:01:39 Learn Markdown! 00:05:18 Connect Claude to Slack Weekly summaries Context Whatever you want! 00:07:14 SPONSOR: Whatnot is the largest dedicated live shopping platform. Download the Whatnot app today and get free shipping on your first order. Just search Whatnot in the app store and start scoring amazing deals 00:08:44 SPONSOR: Bitdefender. Keep your small business safe with Bitdefender Ultimate Small Business Security. Save 30% when you go to https://bitdefender.com/BRAIN 00:10:00 Claude for Small Business is your new business operating system AI Fluency for Small Businesses 00:13:52 X.ai Voice Cloning 00:16:29 This Episode's Big Takeaway: Connect AI tools to your existing platforms Business Brain 755 Outtro Check out Business Brain Blueprints Tell Your Friends! Business Blueprints Review Business Brain Subscribe to the show feedback@businessbrain.show Call/Text: (567) 274-6977 X/Twitter: @ShannonJean & @DaveHamilton, & @BizBrainShow LinkedIn: Shannon Jean, Dave Hamilton, & Business Brain Facebook: Dave Hamilton, Shannon Jean, & Business Brain The post FridAI – Voice, Slack & Markdown – Business Brain 755 appeared first on Business Brain - The Entrepreneurs' Podcast.

Elevate Classics: Brad Feld on Entrepreneurial Excellence and Giving First

Play Episode Listen Later May 21, 2026 58:31

Brad Feld⁠ is a legend in the world of investing, entrepreneurship and mentorship. He is co-founder of the ⁠Foundry Group⁠, Mobius Venture Capital and ⁠Techstars⁠. Brad was an early investor in Harmonix, Zynga, MakerBot, and Fitbit and has written extensively on venture capital investing and entrepreneurship. Brad's latest book, ⁠Give First: The Power of Mentorship⁠, was released earlier this year. Brad joined Robert Glazer on the Elevate Podcast to talk about his approach to giving, leadership and cultivating thriving businesses. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ QuickBooks: ⁠⁠⁠⁠⁠quickbooks.com/billpay⁠ Ethos Life: ⁠ethos.com/elevate⁠ Keeper Security: ⁠keepersecurity.com/ELEVATE Learn more about your ad choices. Visit megaphone.fm/adchoices

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Boiling Frogs: Some QBO Perspective

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Play Episode Listen Later May 21, 2026 37:26

Matthew "Spot" Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO's new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time -- and found things better than he expected. His "cold return" experience raises a bigger question about whether proximity to the chaos has skewed how accountants assess where QBO actually stands today.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI - http://uqb.promo/maxima(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - Spot Returns After Sabbatical (01:44) - Top ProAdvisor Backstory (02:34) - Logging Back Into QBO (03:34) - Bookmarks and Client Navigation (05:52) - Bank Feeds Speed Wins (06:46) - Receipt Upload Improvements (10:04) - AI Statement Reconciliation (13:50) - AI Tools and Reporting (19:19) - Vendor Names and Popups (20:31) - Upsells and Intuit Ecosystem (22:58) - How Spot Relearned Fast (26:21) - Clients Frustration and Change (27:19) - Accounting Future With AI (32:06) - Intuit Accountant Suite Tweaks (33:18) - Wrap Up and Whats Next LINKSAlicia's book on Amazon: http://royl.ws/conversion-bookPast episodes we reference:Kirsten Thulborn on subtle changes you don't notice: www.uqb.show/139Connect with Matthewhttps://www.parkway.businesshttps://www.linkedin.com/in/parkwayincAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We 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

Andy Frisella Breaks Down the "0 Options" Mentality

THE ED MYLETT SHOW

Play Episode Listen Later May 19, 2026 59:44

What if the version of you that you're chasing is still playing way too small? In this conversation with Andy Frisella, we went deep on something most people don't want to hear but desperately need to understand. Success is not something you arrive at. It is something you chase for the rest of your life. Andy broke down why he genuinely does not feel like he has made it, even after building multiple massive companies, and why that mindset is exactly what keeps him growing. For him, success is the pursuit of your true potential, knowing you will never fully reach it, but choosing to go all in anyway. We talked about what it really takes to win at the highest level, and I can tell you this is not the version of entrepreneurship you see on social media. There is nothing casual about winning. Andy and I both agreed that intensity is not optional. It is required. Most people underestimate the level of urgency and commitment needed to build something meaningful. If you are not willing to bring everything you have, someone else will, and they will pass you. Andy also shared one of the most powerful frameworks I have heard in a long time. He calls it a zero options mentality. Even when you have success, even when you have resources, you operate like you have no backup plan. That mindset forces you to stay sharp, stay hungry, and keep executing. It is not about fear. It is about discipline and ownership. And when you combine that with real mental toughness, you create separation that most people will never close. We also went deep on where the world is going, especially with AI and business. Andy believes the winners will be the ones who use AI to become more efficient behind the scenes, while doubling down on human connection out front. Relationships, culture, and leadership still matter. In fact, they matter more than ever. Ethical entrepreneurs who build great people and great cultures are the ones who will shape the future. This episode is a real look behind the curtain. No hype. No shortcuts. Just the truth about what it takes to build something great, sustain it, and continue to evolve long after most people would have settled. Key Takeaways: Why success is not an endpoint but a lifelong pursuit of your true potential The real level of intensity required to win and why most people fall short What a zero options mentality is and how it keeps you performing at a high level Why mental toughness is the foundation of all success and how to build it How to use AI the right way without losing the human advantage in business The role of ethical entrepreneurship in shaping culture, communities, and the future Click Here to join the Arete Sydicate with Ed and Andy Sign up for a $1 per month trial period at ⁠shopify.com/mylett⁠ For a limited time, check out Rho's Liposomal NAD+ at ⁠https://www.rhonutrition.com/discount/mylett⁠ and use code MYLETT for 20% off sitewide. Try QUO for free PLUS get 20% off your first 6 months when you go to ⁠https://quo.com/mylett⁠ Start paying bills the smart way, not the hard way at ⁠https://QuickBooks.com/billpay⁠. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services

Molly Tschang On Building World-Class Communication Skills

Play Episode Listen Later May 19, 2026 51:07

Molly Tschang helps senior executives and leadership teams build chemistry, clarity, and trust. She's the founder of Abella Consulting and the creator of Say It Skillfully®, an acclaimed video series, podcast, and bestselling book focused on making what's hard to say easier. Molly also created LinkedIn Learning's first leadership communication course, Leadership Communication in the Flow of Work. Earlier in her career, she spent more than two decades at Cisco and U.S. Filter, integrating over 80 acquisitions globally. Molly joined host Robert Glazer on the Elevate Podcast to talk about how leaders can build world-class communication skills. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ QuickBooks: ⁠⁠⁠⁠⁠⁠quickbooks.com/billpay⁠⁠ Ethos Life: ⁠⁠ethos.com/elevate⁠⁠ Keeper Security: ⁠⁠keepersecurity.com/ELEVATE Learn more about your ad choices. Visit megaphone.fm/adchoices

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Weekend Conversations: The Best Things In Life Are Inconvenient

Everyday AI Podcast â€“ An AI and ChatGPT Podcast

Play Episode Listen Later May 16, 2026 47:59

On a new edition of Weekend Conversations on the Elevate Podcast, host Robert Glazer and producer Mick Sloan discuss a recent road trip Robert took with his daughter from Atlanta to Boston. Robert shares why the trip was well worth 17 hours of driving, and why the most valuable experiences in life are the ones that require a bit of time, effort and inconvenience. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ QuickBooks: ⁠⁠⁠⁠⁠quickbooks.com/billpay⁠ Ethos Life: ⁠ethos.com/elevate⁠ Keeper Security: ⁠⁠keepersecurity.com/ELEVATE Learn more about your ad choices. Visit megaphone.fm/adchoices

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Ep 778: Codex Goes Remote Control, claude Goes Small, notebookLM gets super Powers and 7 more AI features you Can't skip out on

Play Episode Listen Later May 15, 2026 37:30

The smallest AI update that'll change your work? ChatGPT's new Codex remote control update.

Elevate Classics: Dr. Robert Brooks on Building Resilience