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What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running...
Send us a textWe celebrate our 100th episode by giving listeners a behind-the-scenes look at our podcast journey, from inception to production challenges to our biggest wins.• Started the podcast in January 2023 to help people we couldn't take on as clients• Purchased a podcast course for $150 which provided crucial guidance on equipment, hosting, and editing• Recording during tax season was challenging but strategic, as downloads are highest in the first half of the year• Initially scripted episodes but became more comfortable with time, though still prepare notes for specific tax regulations• Hired an editor (Kevin) which made continuing the podcast possible• Our top three episodes: QuickBooks, paying kids from your business, and common startup mistakes• Biggest wins include the personal finance series and S Corp series, which have helped listeners save thousands in taxes• Moving to a bi-weekly schedule to make production more manageable• Planning a second, more personal podcast focused on family lifeThanks for helping us reach 100 episodes! We'll continue providing tax and accounting wisdom every other week, focusing on the latest tax code changes and business strategies to help you save money.Create a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page
Jed Mamosto, Denler Tumalay, Fraezha Cayabyab, and Matt Genito are Co-Founders at PackUp. PackUp is the one-stop shop for all your packaging needs. They provide packaging consultancy, design, and production support - for restaurants, MSME's, and more. PackUp is proudly coming from the only university in the Philippines that's offering Bachelor of Science in Packaging Engineering (Central Philippine University). This episode is recorded live at CPUGAD TBI. CPUGAD TBI is a startup incubator based in Central Philippine University in Iloilo City.In this episode | 01:14 Ano ang PackUp? | 05:29 What problem is being solved? | 09:34 What solution is being provided? | 30:56 What are stories behind the startup? | 52:31 What is the vision? | 54:52 How can listeners find more information?PackUp | FacebookCPUGAD TBI | Website: https://startupwesternvisayas.com.ph/tbi/cpugad-tbi | Facebook: https://facebook.com/cpugadtbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Nelson Lumbres is Co-Founder at ICP Hub Philippines. ICP Hub Philippines is an incubator and accelerator for tech projects in the Philippines. ICP Hub Philippines is doing upskilling programs, trainings, hackathons, and code camps to train Filipinos in emerging tech as well as for the new Internet in the Web3 space. Know more about the programs and the community in this episode!In this episode | 01:35 Ano ang ICP Hub Philippines? | 10:30 What is ICP or Internet Computer Protocol? | 18:59 Why is ICP building a community in the Philippines? | 22:45 Who are the organizations behind? | 26:28 What are the programs of ICP Hub Philippines? | 27:43 What are example projects and MVPs done in the programs? | 33:12 Who can join the programs? | 37:22 What is the vision? | 41:03 How can listeners find more information?ICP HUB PHILIPPINES | Website: https://islacamp.ph | Facebook: https://facebook.com/ICPHubPH | Email: lumbresnelson@gmail.comTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
We dive into employee rights in the workplace and the legacy of Tiger Woods. Whether you're a business owner, a worker wondering about pay transparency, or a lifelong golf fan, this episode brings something for everyone!
Lyny Cainglet and Ralph Escanillas are Co-founders at UPV SpiN Tilapia Enterprise. UPV SpiN Tilapia Enterprise is breeding and selling YY male tilapia, which are consistently larger in size. The YY male tilapia is fish scientifically bred to have desirable traits for market consumption, which is a product from scientific research done by researchers at UP Visayas. This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo. In this episode | 01:24 Ano ang UPV SpiN Tilapia Enterprise? | 06:35 What problem is being solved? | 10:10 What solution is being provided? | 17:47 What are stories behind the startup? | 26:29 What is the vision? | 30:32 How can listeners find more information?COASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Could the Pope be on the hook for US taxes? As the first American elected Pope, Leo XIV faces an unusual conundrum under US citizenship rules. Meanwhile, Intuit's controversial new API pricing has developers reeling, and Hector Garcia joins the conversation to explain why this "tariff" threatens the entire QuickBooks ecosystem. Blake and David also examine how companies use foreign trade zones to dodge Trump's tariffs, unpack the AICPA's new CPA licensure model, and reveal shocking numbers on government fraud that could approach $1 trillion annually. Plus, discover why 99.99% of Trump Memecoin buyers lost money while just 58 wallets walked away with billions.Sponsors REFRAME 2025 - http://accountingpodcast.promo/reframe2025 TeamUp - http://accountingpodcast.promo/teamupBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.) Payhawk - http://accountingpodcast.promo/payhawkChapters(01:54) - South Carolina State Treasurer Ousted (04:04) - Deal CEO Relocates Amid Lawsuit (05:28) - Live Stream Interactions (07:29) - Introducing Hector Garcia and Reframe (08:19) - Intuit Developer Program Changes (09:53) - Discussion on API Charges and Developer Impact (16:37) - Speculations and Theories on Intuit's Strategy (28:56) - Reframe Conference Details (31:30) - Trump's Tariffs and Foreign Trade Zones (33:52) - Introduction to Free Trade Zones (34:42) - Arizona's Dominance in Free Trade Zones (37:41) - Legal Challenges to Trump's Tariffs (40:29) - Intuit's Political Maneuvering (44:53) - New CPA Licensure Model (57:43) - Fraud and Government Inefficiencies (01:06:27) - Closing Remarks and New Podcasts Show NotesSouth Carolina Senate votes to remove state treasurer over $1.8 billion accounting error https://www.thestate.com/news/politics-government/article287284067.htmlDeal CEO Alex Bouaziz relocates to Dubai amid Rippling lawsuit https://techcrunch.com/2024/04/15/deal-ceo-alex-bouaziz-has-relocated-to-dubai-amid-the-rippling-lawsuit/Rippling raises $450 million at $16.8 billion valuation https://techcrunch.com/2024/04/16/rippling-raises-450m-at-16-8b-valuation/AICPA and NASBA release model legislation for new CPA licensure pathway https://www.journalofaccountancy.com/news/2024/apr/aicpa-nasba-release-model-legislation-new-cpa-licensure-pathway.htmlFlorida Institute of CPAs successfully pauses bill to eliminate licensing boards https://www.ficpa.org/article/ficpa-advocacy-update-on-house-bill-639American Pope Leo XIV may need to file US tax returns https://www.cnbc.com/2024/04/23/american-pope-leo-xiv-may-need-to-file-us-tax-returns.htmlForeign Trade Zones become tariff shelters amid Trump's trade policies https://www.wsj.com/economy/tariffs/foreign-trade-zones-become-tariff-shelters-for-small-firms-a5e81093Federal court questions constitutionality of Trump's Liberation Day tariffs https://www.reuters.com/legal/us-trade-court-questions-legality-biden-tariffs-2024-04-17/Elon Musk stepping aside at DOGE while work continues through 2026 https://www.axios.com/2024/04/22/elon-musk-stepping-aside-doge-juneIRS fails to meet improper payment rate goals for refundable tax credits https://www.treasury.gov/tigta/auditreports/2024reports/202440032fr.pdfCriminal groups stealing up to $1 trillion from US government programs https://www.nbcnews.com/business/economy/hackers-stealing-us-government-money-rcna15002499.99% of Trump Memecoin buyers lost money while 58 wallets made over $10 million each https://www.chainalysis.com/reports/trump-memecoin-analysis-2024/Intuit's record lobbying spending and Republican support to eliminate IRS Direct File https://www.opensecrets.org/news/2024/04/intuit-turbotax-parent-spends-record-on-lobbying-amid-direct-file-rollout/Intuit Developer Program Changes https://developer.intuit.com/app/developer/homepageNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube:
Your accounts receivable balance is an important number to know throughout the course of your business. It will help you when you are projecting how much cash you'll be receiving in the future, but if you don't have an accurate accounts receivable number to begin with, you could run into issues with your projections. Your accounts receivable balance is also included on your balance sheet in the asset section. When you get familiar with your accounts receivable report and understand how you should take care of items that are inaccurate, you'll definitely help ensure your financial reports are accurate. In today's podcast episode, I'm covering how you can clean up your accounts receivable balances so that you can feel confident in the amount of money you'll be receiving from your customers. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; there are many instances where you may need to clean up your accounts receivable accounts, and when you stay on top of any adjustments that need to be made, it will make cleaning up your accounts receivable report easier for you. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… 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.
John Kyle Junsay and Adrine Adonis are Co-founders at Axiom - AquaSim. Axiom is a startup developing tech solutions based on first principles for aquapreneurs. AquaSim is one of their products, which is an all-in-one smart business management platform for aquapreneurs - with market insights analysis, optimized calculation, simulation, financial management, and an e-commerce platform. This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo.In this episode| 01:40 Ano ang Axiom - AquaSim? | 07:44 What problem is being solved? | 18:26 What solution is being provided? | 34:47 What are stories behind the startup? | 44:07 What is the vision? | 45:39 How can listeners find more information?AXIOM - AQUASIM | Facebook: https://www.facebook.com/profile.php?id=61571856315745COASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Scott MacKenzie hosts Paul Jackson on the Industrial Talk Podcast, highlighting the renaissance in the industry and the importance of innovation, collaboration, and education. Paul Jackson, CEO of Method.me, discusses their no-code CRM platform designed for small businesses, particularly those using QuickBooks. Jackson shares a case study of a custom medical cabinet manufacturer who used Method.me to streamline their estimate process, saving time and costs. He emphasizes the potential of no-code solutions to adapt to business changes and predicts AI integration for future customization. Jackson also mentions the challenges of ERP systems and the importance of adopting technology to avoid business plateaus. Action Items [ ] @Scott MacKenzie - Consider attending the Boston ME Device conference in September 30 - October 1, 2025, as it may be relevant for businesses in the medical manufacturing industry. [ ] Reach out to Paul Jackson at method.me/industrial-talk to learn more about the platform and how it could benefit your business. [ ] Explore the evaluation process and checklist that method.me provides to help businesses determine their software needs. Budget Custom estimate screen for a client cost $1,500. Method is cheaper and less time-consuming than ERP solutions. Competition ERPs were mentioned as complex and costly alternatives. Excel and pen/paper are common alternatives used by 62% of Method's customers. SOS inventory mentioned as complementary solution for stronger inventory management. Objections Cost might be a shock for those not used to custom solutions. Biggest competition is not using anything, relying on Excel or pen and paper. Adoption of technology versus current practices can be challenging for small businesses. Small business owners often become bottlenecks, struggling to automate processes. Need Custom medical cabinet manufacturer struggled with complex estimation process. Owner became bottleneck for company growth due to manual processes. Businesses struggle to adopt technology, often using Excel or pen/paper. Companies hit roadblocks when scaling, needing customizable software solutions. Sentiment The tone was overwhelmingly positive, with Scott expressing excitement about the solution. Paul shared success stories and benefits of Method's no-code platform enthusiastically. Scott described the conversation as "great" and the solution as "impressive". Outline Introduction to Industrial Talk Podcast Speaker 1 introduces the Industrial Talk Podcast with Scott MacKenzie, emphasizing its focus on industry professionals and innovations. Scott MacKenzie welcomes listeners and highlights the importance of industrial professionals, encouraging them to own their achievements. Scott MacKenzie discusses the current renaissance in the industry and the excitement surrounding new technologies and solutions. Scott MacKenzie mentions his upcoming book, which will provide strategies for solving pain points in the industry, and encourages listeners to download it. Introduction of Paul Jackson and Method.me Scott MacKenzie introduces Paul Jackson, founder and CEO of Method.me, a CRM platform designed for small businesses. Paul Jackson's background is briefly discussed, including his experience in running a service business and his transition to software development. Scott MacKenzie emphasizes the importance of educating, collaborating, and innovating in the...
Struggling to profitable—sounds like a dream, right? But for one badass business owner, it became reality.
Guaya Melgar is Co-Founder and CEO at Mochi Solutions. Mochi Solutions is providing automated billing solutions for Filipinos. Designed by Filipinos, for Filipino businesses. Get access to reliable automated invoicing, simplified order management, effortless installment and recurring billing, with various options for digital payments by subscribing to the Mochi Solutions plans. Mochi Solutions streamlines your workflow so you can reclaim your time! This episode is recorded live at the Mochi Solutions office in Makati City.In this episode | 00:57 Ano ang Mochi Solutions? | 01:52 What problem is being solved? | 04:38 What solution is being provided? | 15:45 What are stories behind the startup? | 39:18 What is the vision? | 49:25 How can listeners find more information?MOCHI SOLUTIONS | Website: https://mochi.ph | Facebook: https://facebook.com/mochisolutionsTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Let's talk about the unsexy hour that completely transformed my business.In this episode, I'm pulling back the curtain on the one hour each week that made the biggest difference in my salon's financial health — and no, I'm not the one categorizing every transaction.From bi-weekly meetings with my CFO to reviewing monthly P&Ls and making data-backed decisions, I'm sharing exactly what this rhythm looks like inside both LG and Salon Lace. If you're avoiding your numbers, overwhelmed by QuickBooks, or just hoping things “work out” — this episode is your sign to shift that.Because your business can't grow if you're flying blind.
In this episode of the Digi-Tools in Accrual World Podcast, we jump back int the latest accounting tech news. trends and updates, including Xero and QuickBooks integrations, revenue and profit growth statistics, and the impact of automation and AI. Join us as we explore new research from Credence Research, the market valuation of the small business accounting software market, and the latest updates from leading providers like Canopy and WorkflowMax. Additionally, we have an insightful interview with Monica Odysseos from Grant Thornton Cyprus, who shares her journey in AI and its transformative effects on the accounting field. Don't miss out on the essential tech news and expert advice to stay ahead in the industry! 00:00 Coming Up 00:55 Welcome! 03:38 App news 03:43 Small business accounting software market forecast to 2032 08:35 Xero releases 2025 accounting industry report 15:55 HMRC seeks new CRM to replace Salesforce 20:00 MTD proving more expensive for businesses than expected 23:07 Canopy raises $70m to scale AI-powered accounting platform 26:21 Xero and BGL announce Workpapers integration partnership 29:08 QuickBooks enhances sole trader features for accountants 31:57 WorkflowMax delivers March 2025 product updates 34:37 AI in Accounting: Regulation, Implementation and Ethics - Monica Odysseos
Arundel Formacion is Team Leader and Jaden Joguilon is Project Manager at Avamos Musorb Innovators. Avamos Musorb Innovators is a research-based startup developing smart adsorption mechanisms for sustainable water solutions. Their product can treat water, ideal for aquarium owners, fish breeders & aquacultures, and for wastewater treatment plants.This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo.In this episode: | 01:20 Ano ang Avamos Musorb Innovators? | 03:36 What problem is being solved? | 07:10 What solution is being provided? | 15:50 What are stories behind the startup? | 26:49 What is the vision? | 28:36 How can listeners find more information?COASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Send Rita a text with your thoughts!Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us at Summer Camp at Sea: https://summercampatsea.comListen to the 3rd Annual Travel Tech Audio Summit: https://takethehelm.thrivecart.com/travel-tech-audio-summit/In today's chat with my friend Stephanie Cannon, we break down financial technology options for travel business owners. We explore the four tiers of financial tracking – from pre-tracking to paying yourself on purpose – and compare the pros and cons of popular tools like QuickBooks, Xero, and Wave. Whether you're a travel hobbyist or strategic travel entrepreneur, understanding your numbers is important for creating cash flow projections and meeting IRS requirements without the headache. Get ready to stop guessing about your profitability and start implementing financial systems today!Get Stephanie's Guide to Choosing the Right Financial Tech: https://withstephaniecannon.com/softwareQuestions this episode answers:What financial tracking tools are best for travel advisors?How can travel advisors separate business and personal finances?Why do travel business owners need financial reporting beyond tax requirements?What financial requirements does the IRS have for travel business owners?How can travel advisors predict commission income and cash flow?What's the difference between CRM systems and financial tracking software?How can travel advisors move from financial survival mode to freedom mode?What financial technology features should travel business owners look for?Why is commission tracking essential for travel advisor financial planning?How can travel entrepreneurs use financial data to make strategic business decisions?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com
Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.SponsorsDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:27) - Spring Break Road Trip and Intuit Campus Visit (01:54) - Spinning the Wheel of Rants (02:47) - Allowing Clients to Control the Work (04:34) - Giving Legal or Tax Advice (09:24) - Taking Clients Without Required Skills (14:51) - Working for Free and Discounting Invoices (21:04) - Access to Client Bank Accounts (25:44) - Managing Client Communication (29:47) - Importance of Engagement Letters (33:08) - Reviewing and Updating Engagement Letters (35:59) - Vetting Clients Before Engagement (41:50) - Emotional Boundaries with Clients (44:52) - Confidentiality and Professionalism (47:50) - Course Announcements and Wrap-Up Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Nancy McClelland's Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup1Password: 1password.comKeeper: https://keeper.app/?via=4aaea6Alicia's Mobile App class: May 13
On this episode of The Founder's Sandbox, Brenda speaks with Alexa Steinberg – a corporate and transactional attorney for middle-market companies and entrepreneurs. Acting as outside general counsel, Alexa represents privately held companies in a wide range of general corporate and transactional matters, including entity formation, structuring, and commercial transactions. With a focus on mergers and acquisitions, she offers clients guidance on structuring deals and ensuring compliance with relevant laws and regulations. Brenda and Alexa discuss her journey from working at a small, all-female law firm to joining a full-service firm to better support her clients. Alexa shares how her parents—both deeply involved in business and community service—shaped her values around financial literacy, record-keeping, and the importance of building generational wealth. They speak about family-owned businesses and best practices in family governance, such as setting clear roles, regular meetings, and involving independent board members. Alexa also emphasizes the importance of building trust with clients and maintaining a purpose-driven, relational legal practice. Brenda and Alexa explore what "purpose-driven," "resilience," and "scalable" mean within the context of business and legal practice. You can find out more about Alexa at: https://www.greenbergglusker.com/alexa-steinberg/ episode transcript: 00:04 Hi, I'm pleased to announce something very special to me, a new subscription-based service through Next Act Advisors that allows members exclusive access to personal industry insights and bespoke 00:32 corporate governance knowledge. This comes in the form of blogs, personal book recommendations, and early access to the founder's sandbox podcast episodes before they released to the public. If you want more white glove information on building your startup with information like what was in today's episode, sign up with the link in the show notes to enjoy being a special member of Next Act Advisors. 01:01 As a thank you to Founders Sandbox listeners, you can use code SANDBOX25 at checkout to enjoy 25 % off your membership costs. Thank you. 01:18 Welcome back to the Founders Sandbox. I am Brenda McCabe, your host of this monthly podcast where I have guests that are either founders, professional service providers, corporate board directors that actually share a mission with me, which is bringing change to the world through great corporate governance, but building resilient, scalable and purpose-driven companies. On a monthly basis, my guests are going to tell their origin stories and kind of how I've met them. 01:48 through the work they do. And I've recreated a fun sandbox environment in which we do storytelling. And ultimately we will touch upon resilience, purpose-driven and scalable or sustainable growth in the businesses that they are working in or owners of. 02:17 l I'm absolutely delighted to have as my guest today, Alexa Steinberg, Alexa is counsel at Greenberg, Glasgow. And before that, she was actually practicing in a smaller law firm and where her story today is going to kind of have some some 02:47 lessons learned on why she chose to leave the firm and move into Greenberg, the Greenberg Lasker. But more importantly, you and I go back a couple years. are part of an informal group of women. We call ourselves Women and Wealth. We meet periodically to really refer business to each other for those women business owners that 03:16 are seeking perhaps an exit in the next three to five years. And through our skillset, some of us are CPAs, strategy advisors, yourself as counsel. A lot of these businesses are family owned. And so you and I and another, know, seven other ladies get to meet each other over lunch and discuss these opportunities. And we're all very passionate about helping women business owners. Aren't we, 03:44 We are Brenda, thank you so much for having me on the Founder's Sandbox. I am an avid listener, so I'm very excited that I get to be a guest. Thank you, thank you. you know, we've had many, conversations, obviously, but I wanted for my listeners to really dive into what you do today, right? Which is really purpose. 04:12 driven and it's preserving family wealth, right? And I know that you actually come from a background where your father owned his business. So tell us a bit, us down memory lane and that first story that you told me. Well, you know, growing up, I watched both of my parents. My mother was a career woman. My father, a financial planner. 04:38 running his own book. My mother, a buyer and then in fashion and then into real estate. I watched they were both very involved in the community. My mother sat on the Studio City Council, the Neighborhood Council. She was on many boards involved with the temple. My father as well sat on many boards involved with the 05:07 Boys and Girls Club, and involved with the Jewish Federation. So I watched as my parents really instilled the importance of being involved in community, being involved in family, being involved in the greater good and in purposeful and meaningful organizations. And I... 05:35 sort of learned a lot about that watching them both in their respective arenas being involved. And you know, they've, they've truly inspired me, not only in my career path, but in how I treat my clients in the arenas that I've become involved in. There's a specific story that I think I've shared with you, Brenda, about my father and how he sort of taught me 06:05 the value of wealth, the value of money, because as his career, that was what he did. He focused mainly on planning for retirement and financially setting yourself up and your family up to have generational wealth and what that looked like and how you could prepare for it when you were 10, 15, 20, 25 years old, preparing for family, preparing for children. 06:35 So when I turned 16, my father went into our QuickBooks. We had a family QuickBooks. Oh, wow. That was before it was actually. It was probably a hard disk, right? Not even on the internet. Oh, yeah. It was like a hard disk. had a full set up, massive computers, the whole thing, in our family office. And he went into his QuickBooks. And he took. 07:03 what he spent on me in a year. And he divided it by 12. And this included insurance. Mind you, I just turned 16. So my car insurance, my car lease, medical, entertainment, my tennis lessons, all of these things that were spent on me, what it cost for me to function. Children are expensive, you know. 07:32 I was very expensive because I will tell you that check was large that he cut me every month. And he laid out, these are the things that are monthly expenses for you that you need to pay with this money. And the rest you can use on entertainment, gifts, shopping, which I loved. But I had to learn to balance my checkbook and balance 08:01 this amount of money, because I wasn't able to get any more until the next month. And that really taught me how that money was never something that was readily expendable to me. even if I went to Starbucks and I bought a drink with my father's credit card, he'd ask me for the receipt. He'd want to know where the receipt was, always. 08:28 I was very meticulous in his record keeping which I am now very much meticulous in my record keeping and I enforce with my clients and make sure that record keeping is so important in your business as well. You know and so when I when I graduated high school my father said to me okay the checks are done. And you need to go get a job in college. 08:56 And what I will do is I will subsidize the paycheck that you bring home. So if you bring home $600, I will pay you 50 cents on the dollar for what you bring home, but only up to $300. So I could get a max of $300 every paycheck that he would subsidize. And then that was how I had money to live and to function. my parents, I was lucky enough that my parents would pay for my college. 09:24 in my housing, in my dorms, but it was still really teaching me the value of money. And my father required that a certain portion of those funds get put away in savings and invested. And he would tell me how to do that. And he would guide me. because my father was a financial planner, he would call me like a client and say, listen, 09:53 You're 70 % stocks, 30 % cash. I think you need to swap it. Let's talk about what that means. And of course, I'm like, you're my dad. Just do it. Why are we having this conversation? But it was so valuable because he wanted me to understand what he was doing and why he was doing it and how it really functioned. that I've also taken into how I guide and advise my clients. 10:22 I don't just do for them. understand, I want them to understand how we're doing it, why we're doing it, what the alternatives are and what it means if we do it this way or that way. You know, a lot of my discussions with my clients are about strategy and about structure and so they can make an informed decision. You know, I think that that's extremely important, especially in a family business. Working with your family is tough. So, 10:52 The way that you can make it that much easier is communication and understanding and knowledge. And I try to arm my clients with that. And that's something that my father really taught me. my mother as well, because my father managed our money and my mother would bring it home and hand my father a check and be like, here, I don't know what you do with it, but do something with it. 11:21 She also would, he would say, hold on a second. Like, I know you just sold a house and here's your commission check, but let me show you what we do with this and how we create generational wealth and how we invest it and what the best benefit for these funds are and how to use debt to our advantage. Um, you know, and that's all of these things were such a value add that I 11:51 I obtained understanding about and that I've now turned this value add to my clients and how they run their business. I'm not a financial advisor, I'm not a tax attorney. These are just really sort of general understandings and general guidance points for my clients to go out and have knowledgeable conversations with the appropriate 12:21 guidance, appropriate people, and the appropriate service providers that are going to help them accomplish those things. really, this is very loaded, but I really like the methods your father used. very, well, first of all, intentional and bespoke. And that's really, and he did communicate to your mother, right? To instill also in her an understanding 12:52 of although she's bringing the check home because many, many women business owners today oftentimes do not own a majority of their companies. Right. And that is a shocking statistic that I run into time and time again that women actually don't know how much equity they have in their own business. Right. So just the informing and, and you've translated that bespoke, you know, communicating 13:22 helping your clients understand, pardon me, and providing options as well as access to other professional service providers as your own bespoke offering to your clients. But it wasn't always like, yeah, go. That's sort of the benefit of the group that you and I met in and all of the networking opportunities that I've been involved in. Of course, networking is about building 13:51 um, your brand and your book and, um, but a majority of it and the real value there is meeting and learning and understanding, um, and really coming to know people that can help your clients where you can't, um, and having trustworthy referral sources to do that, because I'm not just going to tell my client, Oh, 14:18 this individual can help you with wealth management, call them without knowing how this person functions, without knowing how they run their clientele, how they do business. Those are really important things and to have trustworthy referral sources is really important. And that's sort of what our group is all about. That's right. And it wasn't always like this. 14:46 Right, you graduated from law school and started with a small, it was a, I think a female-led law firm. all female attorneys. Yeah, so what was your, this is right out of college, what were you doing and what then informed your decision at a very tender age to leave? So right out of law school, 15:17 had worked my way through law school. I worked in family law for about five or six years. during the day, I was at a law firm. And in the evening, I took classes from 5 to 10 PM, four days a week for four years. took me four years to get through law school. And when I graduated, unfortunately, I wasn't afforded 15:47 All of the opportunities in law school that most law students take advantage of, externships, fellowships, things like that, because I was working my way through. I had already been financially independent and I wanted to stay that way. So I didn't want to quit my job to go to school. I wanted to be able to do it all. 16:15 So as a result, I really didn't have the summer clerkships that turn into job offers. And I was a little lost because I had taken the bar exam and I was like, OK, I'm not an attorney yet. But in three months, if I pass the bar exam, I could be. Am I applying for law clerk positions? Am I applying for associate positions? Like, know, I was so lost. And I went on Craigslist. Oh my goodness. 16:44 And I found law firms that were hiring because I figured those people, you know, they're they're looking to hire somebody now, which is what I'm looking for. and hopefully those people, you know, will transition me into an associate role. If I pass the bar exam in a few months. And that was that was like my first sort of in. And I joined a very boutique law firm in West Hollywood. It was 17:13 By the time I left, we were three female attorneys. were all female for my entire tenure there. I was there for six and a half years. And it was in late 2019, early 2020 that I really decided I wanted more for my career and for my book of business. And I wanted to be able to provide my clients with a well-rounded 17:43 advice and guidance. I can't do it all, nor should I. I'm pretty sure my malpractice of insurance wouldn't like that. Not at all. But more and more, had clients that were asking me to help with litigation matters or employment matters. And those are arenas that I know just enough about to be dangerous. But I'm not going to run a full litigation. 18:13 I can't willfully and knowledgeably advise on employment matters. You know, especially to do justice by my client, do well by them. I'd like to be able to have somebody for them that they can speak to and trust and get the advice and counsel that they need. And that really stemmed my yearning to branch out. 18:42 and go to a firm where I had all of those resources at my fingertips. I wanted more for my career, but my biggest drive was I wanted more for my clients. I wanted really to be able to provide them with well-rounded, multidisciplinary counsel. And so I sought out full-service law firms. 19:11 I found my home at Greenberg Gloucester, which is a fantastic place to be. I'm very happy there and everybody is so fantastic and everybody is so good at what they do. We've got employment and tax and IP and litigation, environmental, entertainment, you name it. And it's been such a benefit not only to my career, 19:41 to my clients, but I've learned so much. And is it true? How would you characterize the typical clients without revealing, you know, confidential matters? Is it also a firm that's very oriented towards family owned businesses? Would you say that? Yeah, I would. You know, I'm a counsel in the corporate and tax department. 20:08 And you we don't have a ton of institutional clients. A lot of our clients are family owned businesses, mostly held entities, you know, which I love on a daily basis. I am working with two sisters that own a business together or a multi-generational company where, you know, senior is working with G2 and G3 or 20:37 were actually this morning I was working on assigning interests and reorganizing and restructuring a bunch of entities that own a bunch of real estate for clients. And that's also the kind of benefit that I get that I get to be pulled into real estate matters with my corporate expertise to help a family office restructure their ownership. 21:04 You know, and I love that stuff. We're extremely, the way that Greenberg provides advice and counsel is on a very personal level. The way that the firm and myself, especially, we're a lifestyle firm. You know, we understand that attorneys are people outside of 21:33 the walls of the office and that we all have lives. And we, you know, I translate that to my clients. My clients have lives. My clients have other things going on than their business. And especially when you deal with family offices and family businesses, there's a whole different dynamic of family interaction. Yes. You know, and, and I have now experienced that not only with my clients and sometimes I become 22:03 therapist in that regard, although I'm a very expensive therapist. I'm sure there people that are less per hour. But I'm experiencing it firsthand because my husband has his own business with his brother and I have become advice and counsel for them as well. And so I'm seeing it sort of from a different angle too, but I think that my clients truly appreciate 22:32 that when I talk to them, I talk to them as a person. It's not just as a business owner. It's not just as I'm guiding you with this legal advice. It has to make sense. And it has to be actually applicable. And sometimes what my advice and guidance would be in sort of this like legal box is not the best. 23:00 for my client and how their business is operating. And you've got to be sort of fluid with that. And bespoke. Yeah, so it's really beyond, it's not a transactional relationship. It is a trustworthy relationship based on the values of the family businesses that and their goals in preserving wealth or continuing to generate family wealth. Yeah, absolutely. This is a great segue because you know, I also 23:29 passionate and have often guests that are sitting on corporate boards. As counsel, have you observed any best practices and family governance structure? You talk about G1, G2, G3, Have you observed any best practices? We don't have to talk about bad practices, right? But any best practices that you would like to share here? Yeah, you know, I think that I've observed that 23:59 Some of the most effective family governance structures prioritize clear communication, well-defined roles, professionalized decision-making. I use this in a very loose sense of the word, but you could establish a family constitution. Creating a board of advisors is always really important. 24:28 having independent members in your board of advisors is so incredibly valuable to have a knowledgeable, independent person that can help through disputes. business disputes are one thing, but when you include a family dynamic in these disputes, emotions can get high and heated. And so having an independent third board 24:57 Third party board is extremely valuable. Somebody that can guide you, something that your family trusts. Those are some big things that I've seen as best practices. And I think that lastly, holding dedicated, regular meetings. 25:23 You'll talk about business, you know, at the dinner table or, you know, out and about you're at a kid, one of your niece's birthday parties and everyone's there and you're like, Hey, did you see that email from XYZ? We got to figure out how to handle that. But those are not the time and place and you're not going to have a productive conversation. And so you need to set aside and create boundaries between your family life and your business life and set aside regular times. 25:53 weekly, bi-weekly, to have an hour conversation about what's going on, any disputes that need to be discussed, any decisions that need to be made. And that's your time to solely be in your business mode. Because having these conversation piece meals, dinner on a Saturday night, or a family's birthday party, or a holiday party, 26:22 It's not effective for your business. And one of the biggest, best practices and the most, one of the most important goals is to preserve your family relationships. Beautiful. You heard it here on the founder's sandbox to preserve family. Absolutely. Cause if you don't have family, do you have? That's right. 26:52 Family first. really important. It's really important. And sometimes business can get in the middle of family relationships. And it hurts to see that. It hurts to see business tear between brothers, tear between father and son. And I've seen those things in it. There needs to be just a second to breathe. Yes. 27:21 and realize that there are bigger things than business and that they need to be resolved, but they can only be resolved if you have a good relationship with your business partner slash your family. They're your biggest support. 27:37 This has been immensely actionable in terms of governance, the best practice you've seen in family offices. So thank you. Thank you for that. It's not often that I do have a lawyer that works in this arena. Although family businesses just in the LA ecosystem is 28:05 It's very predominant. very, very, you know, third, actually third and fourth generation now. So very relevant to your business and mine. Let's switch gears. You are, I believe, sitting on the board of directors or one of the committees of the Association of Corporate Growth. Yes. And tell us a bit what why what is the Association of Corporate Growth and what committees do you serve on? 28:35 And how do you further your business there? Thank you. The Association of Corporate Growth or ACG is a national organization for professionals in the M &A sphere. So you've got members that are VCs, investment bankers, M &A attorneys, wealth managers, insurance specialists. You sort of name it. Anybody that's 29:03 has some sort of involvement in the purchase or sale of a business or just surround sort of just general business governance that either prepare for an exit. You know, those are the kind of people that are members of ACG. And I got involved a few years ago. And I think three years now, I've been sitting on the Women's Committee, which is a 29:31 Fantastic. We schedule and create women-focused programming within the confines of the ACG organization and really promote networking amongst women. More and more, I have had clients that have requested that they only work with women. 29:58 You know, and this sort of goes back to what I was talking about earlier about being able to provide trustworthy referrals. And I've met some incredible, incredible women in connection with ACJ. In fact, our group kind of came out of ACJ. This is how I met you, Brenda. And so it's been a fantastic, fantastic network to be a part of. You know, I love planning the programming, our programming. 30:28 ranges everywhere from talking about the state of the market to balancing family and career and what that looks like and mental health. I think I hate calling out a distinction that we are women in business because I think a 30:57 A business person is a business person. I don't think it needs to be defined as such, but there is something to be said about the fact that women have a different set of challenges in the workplace than men do. And a lot of those stem from family life. And that needs to be balanced. And so there's a lot of programming that the women's committee puts on that sort of 31:26 talks about that and gears us in that direction and gives us tools to be successful and to strive in the face of everything else that women just have to deal with and take care of. That's for another episode here. Yes, very much so. Very much so, yes, as we all have balanced our careers and family priorities, right? 31:56 Let's switch gears. How do my listeners contact you? How's the best way? Well, so I'm at again, I'm at Greenberg Gloucester. We're in Century City. They can email me. It's a Steinberg at gg firm.com. And on our Greenberg Gloucester website, if you search people, I've got my whole bio and all of my contact information as well. Excellent. 32:25 Well, that will appear in the show notes. All right. So we're coming into the final part of this podcast in which I actually enjoy asking my guests what the meaning is of certain terms that I actually practice with my clients. I'm working with purpose-driven companies, resilience. We work on resilience tactics and scalable business is sustainable. So I always love the opportunity to hear 32:55 firsthand from my guess. What does purpose-driven mean to you, Purpose-driven means a mission that goes beyond profit. It taps into creating meaningful value for your customers, for your employees, for the community that you operate in. It's sort of about building a company that 33:25 that stands for something. And I'm very pleased to say that we have seen so many more companies start out of a purpose-driven goal. There's a bunch of old companies and new companies. There's a lot of companies that have this sort of one-for-one model. You buy one, we donate one. 33:52 There are socks companies, there are eyeglass companies, there are shoe companies, there are cleaning product companies that sort of have this as their motto. And then you see additionally, know, products and companies that are committed to the environment or sustainability and cleanup efforts. You know, that's really what purpose-driven 34:21 means to me is that these companies have a goal. They want to accomplish something more than what they can show on their balance sheet. consumers of that product are helping them achieve that. Excellent. Excellent. You've touched on even other aspects like sustainable growth, right? Yeah. Right. What is resilience? You've been particularly resilient. 34:49 You having a father like your father, building life skills early. would resilience, what's the meaning to you? 35:00 Resilience is about navigating challenges with adaptability and with determination. It's about learning from your setbacks instead of being defined by them, having them be a fire to your growth and having them be the galvanization of your progress forward. 35:30 You know, and in business, it also can be about the ability to pivot while staying aligned with your long-term goals, about the ability to, you know, okay, there's a new regulatory, new regulation that's gonna affect the way we operate. Okay, how are we gonna pivot to continue doing what we do, but still can stay in compliance? You know, that's really, 35:59 what it's all beyond your toes. Excellent. And you're scalable. I'd like you to kind of share the meaning within the context of scaling the legal practice. What have you found to be particularly challenging or easy to do? Right. And scaling, right. Because it's a very bespoke practice. Is there any important, right? Scaling is absolutely important. Okay. 36:28 In my practice and in my business, number one goal and the biggest galvanization point of scaling my practice are my clients, my current clients. If you do a good job for them, they'll continue to come back. 36:59 and they'll continue to give you more business. Creating a network. I watched my parents in their, both of their practices. All of our family friends at this point have at one point or another been a client of my mother's or of my father's. They've swapped clients, referred to each other. And these individuals either started as friends and became clients. 37:29 or became friends because they were clients. And that is the way that both of my parents have built their practice and their brands. And that's how I want to do it too. It's a value add when, attorneys are scary to begin with. Nobody wants to talk to an attorney. It's expensive. Half the time you have no idea what they're talking about. It's language. 37:57 You know, but if you create this relationship of trust and of loyalty and friendship and when you feel like your attorney sees beyond just you as a dollar figure or you as a business, it goes such a long way. And that's my main value add to my clients. And in turn, they help me scale. 38:22 my business, clients continue to come back to me and I'm able to continue to grow that because I can satisfy all of their needs with the network that I'm creating through places like ACG. You know, so that's, that's what I see is as scalable in my industry. It's extremely important. And it goes to the heart of how I practice law and how, how I guide and advise my clients. Beautiful. 38:52 Thank you. heard it here on the Founder's Sandbox. Last question, Alexa. Did you have fun in the sandbox today? Oh, it was so fun. Brenda, thank you so much for having me. This was fantastic. Thank you. So to my listeners, if you've enjoyed this monthly episode with Alexa Steinberg, counsel at Greenberg, Greenberg Gloucester, right? Greenberg Gloucester. Yep. I encourage you to 39:22 sign up, subscribe either on Apple Podcasts or Spotify. I'm on all main podcasts streaming services where my guests talk about how they felt resilient, scalable and purpose driven practices informed by their origin stories. You can find it here on the founder sandbox. Thank you and signing off for this month. Thank you, Alexa. Thank you. This was fantastic.
This week in the guest chair we have Raven Gibson, multidisciplinary designer and founder of the empowering apparel and lifestyle brand Legendary Roots. Getting her start in her dorm room, Raven takes us on her journey of delegation, negotiating with Fortune 500 retailers, and trusting that what's for you will never pass you by.In this episode she shares:How she uses art to speak up and invites her community to set healthy boundariesThe moment she got serious about QuickBooks, hired a CPA, learned her metrics, and embraced FIRE principles to build a sustainable, profitable business.The systems that keep burnout at bay, and her gratitude‑driven approach to growthHighlights include: 00:00 Intro3:50 Shifting from medicine to art10:00 Scaling a side hustle20:00 Importance of early support24:00 Managing and learning business finance33:00 Marketing strategies39:00 Retail partnerships43:00 Maintaining a work/life balance52:00 Tips for entrepreneurs Watch episode 462 on YouTube and listen on all podcast appsLinks mentioned in this episodeLegendary Rootz website – https://legendaryrootz.com Instagram / TikTok / Threads – @legendaryrootzTarget – https://www.target.com Shopify – https://www.shopify.com PayPal – https://www.paypal.com Figma – https://www.figma.com ClickUp – https://www.clickup.com QuickBooks – https://quickbooks.intuit.com Tumblr – https://www.tumblr.com Year of Yes by Shonda Rhimes – https://www.simonandschuster.com/books/Year-of-Yes/Shonda-Rhimes/9781476777122 Click here to subscribe via RSS feed (non-iTunes feed): http://sidehustlepro.libsyn.com/rssAnnouncementsJoin our Facebook CommunityIf you're looking for a community of supportive side hustlers who are all working to take our businesses to the next level, join us here: http://sidehustlepro.co/facebookGuest Social Media InfoSide Hustle Pro – @sidehustlepro#SideHustlePro Hosted on Acast. See acast.com/privacy for more information.
Send us a textThis episode comes from April's Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.In this episode you'll hear:Learn how to confidently set your prices for bookkeeping setups and avoid underchargingDiscover effective ways to present financial statements that truly benefit your clientsFind out how to balance multiple professional identities on LinkedInGet strategies for taking a break from your bookkeeping business without losing clientsResources mentioned in this episode:Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaElevate program: https://www.ambitiousbookkeeper.com/elevateEmail subscription: https://www.ambitiousbookkeeper.com/subscribePayment processors: Stripe, PayPal, GoCardless, PlutoWorkflow Queen (Alyssa Lang): https://www.workflowqueen.comAccounting software: Xero, QuickBooks, WavePayroll: GustoClient management: DubsadoSpotify playlists for The Ambitious Bookkeeper PodcastThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)To fill out The State of Virtual Bookkeeping Survey, click HERE.For each response, I'll be donating $1 to charity: water. Learn more here. Join the next free training at ambitiousbookkeeper.com/training
If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer's account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money. Refunding a customer seems so simple, but many of my clients struggle with how to record the transactions in their bookkeeping system. Most will issue a check for the balance they want to refund, but the confusion normally comes when they need to record the refund in QuickBooks. You may be having the same issues if you are using another bookkeeping software system, but as long as you follow a few key steps, your refund will be recorded correctly. In today's podcast episode, I'm diving into how you should be correctly recording how you refund your customers in QuickBooks so that their balance is not only correct but everything is linked correctly in your bookkeeping system as well. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, keeping your customers satisfied by refunding any amounts owed to them and recording it correctly in your bookkeeping software will help eliminate any clean up in the future and ensure your financial statements are accurate. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… 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.
Sheila Marie Vallejo is Founder and Co-owner at Soul Paperie. Soul Paperie Co. is producing handmade papers from abaca fiber typically used in the wedding industry, such as for wedding invitations. Soul Paperie is also a letterpress studio - providing a complete package for paper and stationery enthusiasts in the Philippines and abroad.This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo.In this episode: | 01:04 Ano ang Soul Paperie? | 02:42 What problem is being solved? | 05:39 What solution is being provided? | 18:20 What are stories behind the startup? | 32:00 What is the vision? | 34:05 How can listeners find more information?SOUL PAPERIE | Facebook: https://www.facebook.com/profile.php?id=100075968016230COASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Are you constantly saying, “I'm just not a numbers person”?
Most stylists that I talk to and coach had to learn the long, hard way how to build, grow, maintain and scale a business ALL on their own. There's no manual on how to manage your schedule, draw healthy boundaries with clients, market your business and manage your QuickBooks! But the most intricate part of it all: working on your mindset. You always have to put that on top of the priority list of you want to have a thriving, successful business. After 29 years in the industry and 15 years of being a business owner, there's one simple and effective mindset trick that works for me. I'm sharing that today on the podcast. This strategy is a GAME changer!If you can relate to ANY of the above, this training is for you! Xo~Gina New to me? Start here! Http://Glamhairus.comLet's connect…http://pinterest.com/glamhairus/http://Instagram.com/glamhairushttp://linkedin.com/in/glamhairushttp://twitter.com/glamhairushttp://Glamhairus.com/bloghttp://Facebook.com/Glamhairushttps://vm.tiktok.com/ZMJnxmxHv/Join my private Facebook group where I teach other hairstylists and small business owners how to invest in themselves to create a significant income and impact in the world here:https://glamhairus.mykajabi.com/glamhairus-fb-community
Lorlie Noblezada is Founder at De Paul Budbud Sea Salt.De Paul Budbud Sea Salt is reviving the traditional saltmaking industry in Miag-ao, Iloilo. They have products such as original roasted seasalt and roasted seasalt with lemongrass, locally sourced and produced in Miag-ao, for sale anywhere in the Philippines.This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo.In this episode | 01:21 Ano ang De Paul Budbud Sea Salt? | 02:43 What problem is being solved? | 07:58 What solution is being provided? |16:12 What are stories behind the startup? | 27:23 What is the vision? | 30:37 How can listeners find more information?DE PAUL BUDBUD SEA SALT | Facebook: https://www.facebook.com/profile.php?id=61558180575485COASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
In this episode of The AC Method, Aaron shares the evolving story of a controller crisis that's turning into a powerful lesson on hiring and interviewing. After back-to-back controller hires fell short due to dishonesty, Aaron reveals how he completely revamped his interview process to ensure candidates truly have the skills they claim. From trade show insights on the latest tech to key hiring strategies, discover: Why bringing the right team members to the trade show matters How to spot inauthentic resumes and buzzword bait A live demonstration using QuickBooks as your “lie detector” The updated interview process that nails down candidate competence If you're an owner or manager looking to sharpen your hiring process and avoid costly mistakes, this episode is a must-listen. Don't forget to like, comment, and subscribe for more episodes of The AC Method! The AC Method is hosted by Aaron Clippinger and sponsored by SquareCoil. Learn more at https://www.squarecoil.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chino Granda is President and Creative Director at Sine Haraya. Sine Haraya is a professional studio in Manila providing food photography and advertising services to chefs and restaurant owners so that they can improve their sales and marketability - by bringing out the soul of the food. Aside from this, Sine Haraya also offers video and podcast production services for companies who want to elevate their presence. Sine Haraya also has its channel highlighting success stories of Filipino businesses. Check out Success Stories HQ.This episode is recorded live at the Sine Haraya Studio in Quezon City.In this episode | 01:15 Ano ang Sine Haraya? | 13:43 What problem is being solved? | 17:55 What solution is being provided? | 30:26 What are stories behind the startup? | 57:28 What is the vision? | 01:02:02 How can listeners find more information?SINE HARAYA | Website: https://sineharaya.com | Facebook: https://facebook.com/SineHarayaTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Today on “The Building Code,” Charley is joined by guest co-host Carly Ward, partnerships manager here at Buildertrend. They're chatting with Carla Merrill, Owner of Builder's GoTo. Carla is a trusted resource connecting builders with top products like QuickBooks and Buildertrend to streamline their operations and drive growth. Listen to the full episode to discover the hidden factors that drain profits – and walk away with practical strategies you can implement immediately to build smarter. Learn more about Builder's GoTo: https://www.buildersgoto.com/ Read the shownotes for this episode here: https://buildertrend.com/podcast/the-building-code/267-carla-merrill/ Join “The Building Code” Facebook group: https://www.facebook.com/groups/thebuildingcodecrew/ FACEBOOK: https://www.facebook.com/buildertrend/ INSTAGRAM: https://www.instagram.com/buildertrend/ TWITTER: https://twitter.com/Buildertrend/ YOUTUBE: / @buildertrend LINKEDIN: https://www.linkedin.com/company/buildertrend #Buildertrend #BuiltWithBuildertrend #ConstructionSoftware #AI
Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.(00:06) - QuickBooks ProAdvisor Certification Overview (01:28) - Benefits of Certification (02:55) - ProAdvisor Directory and Points System (05:45) - Recertification Process (10:57) - Recertification Tests and Tips (18:36) - Importance of Certification (19:21) - Credly Badges and ProAdvisor Title (27:35) - Conclusion and Upcoming Events Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everythingIf you need help recertifying because the Intuit training doesn't match your learning style: www.akadian.com/recertify Past episode about Intuit Academy, Nov 2024: https://uqb.show/66Alicia's QBO Mobile App class on May 13, 2025:Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registrationEnroll for class recording with CPE: http://royl.ws/QBOMobileSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84
Send us a textOn this episode of The Plant Movement Podcast, we dive into the world of software and systems that are transforming horticulture businesses across the globe. Host Willie Rodriguez sits down with Joshua and Garrett Walsh from Emprise Agriware, a full-service ERP (Enterprise Resource Planning) solution built specifically for the horticulture industry.We explore how Agriware, built on Microsoft's Business Central platform, empowers growers and nurseries by providing tools for inventory management, space planning, labor tracking, finance, and traceability. Whether you're operating on 10 acres with a small team or managing a large wholesale operation, Agriware is designed to scale with you—solving real problems from the ground up.Garrett and Josh share personal stories from their deep-rooted backgrounds in horticulture, highlight their customer-first approach, and explain how Agriware integrates with existing tools like QuickBooks and Shopify to streamline operations and prepare businesses for growth, e-commerce, and beyond.From accurate inventory counts to streamlined customer portals and mobile-friendly field registration, this episode reveals why embracing ERP technology could be the most impactful step your business takes this year.Mprise Agriware United States228 East 45th Street, Suite 9E,New York, NY 10017Call: (720) 792-0324www.mprise-agriware.comThe Plant Movement Podcast Email: eddie@theplantmovementnetwork.com & willie@theplantmovementnetwork.comCall: (305) 216-5320 Web: https://www.theplantmovement.comFollow Us: IG: https://www.instagram.com/theplantmovementpodcast A's Ornamental NurseryWE GROW | WE SOURCE | WE DELIVERCall: (305) 216-5320Web: https://www.asornamental.comFollow Us: IG: https://www.instagram.com/asornamentalnurseryThe Nursery GrowersCall: 786-522-4942Email: info@thenurserygrowers.comIG: www.instagram.com/thenurserygrowersweb: www.thenurserygrowers.comPlant Logistics Co.(Delivering Landscape Plant Material Throughout the State of Florida)Call: (305) 912-3098Web: https://www.plantlogisticsco.comFollow Us: IG: https://www.instagram.com/plantlogisticsDirected and Produced by Eddie EVDNT Gonzalez Disclaimer: The contents of this podcast/youtube video are for informational and entertainment purposes only and do not constitute financial, accounting, or legal advice. I can't promise that the information shared on my posts is appropriate for you or anyone else. By listening to this podcast/youtube video, you agree to hold me harmless from any ramifications, financial or otherwise, that occur to you as a result of acting on information found in this podcast/youtube video.Support the show
Tiff and Dana talk about a large trend happening in dental practices this year: last-minute cancellations, and why it's such a stressor for the doctors. They share how to notice the signs of no-shows further in advance, plus ways to troubleshoot the problem. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Tiffanie (00:01) Hello, Dental A Team listeners. We are so excited to be here with you today. I have the one and only Dana here with me. Dana, we're still working on that dynamite. Dana is my favorite nickname, but we'll see what Kara decides sticks. So. Thank you, Dana, for being here with me today. If you guys are watching this podcast, which I think is still a weird concept in my brain, Dana has the most incredible hair today. Dana, I'm always impressed with your lovely loc. So thanks for coming ready to go today. How are you? Dana (00:34) doing good. Thank you. If you only knew how little time it took me and that's why it's consistent because it takes me no time to get it to do this. I'm excited to be here anytime I get with you on this podcast tip is special time. So Tiffanie (00:42) I love it. Thank you. Thank you. And I do enjoy our time together. I'm trying to make sure we get that one on one time a couple more times per month than just podcasting. So thanks for being patient with me on that. Dana, I get to pick your brain all the time. We have a really fun one coming up here in a second that I know everyone's going to be really excited for. But right now, I really want to pick your brain a lot on cancellations and the cost of cancellations to a general practice. I know in My client base, what I have seen and tell me Dana what you're seeing as well. I have seen this year just like a wild bag of like, patients coming? Are they not coming? Are they canceling? What are the reasons? Like it just feels like a mixed bag of information. Since realistically, I would say it probably, I think it started trickling around November, but January, February was wild. Weather was wild. And then now that we're getting into, you know, summery months, we're getting out of spring and into summer months here in May, it just still seems to be like trends are just kind of cycling around that same space. are you seeing that with your clients you're working with and friends in the industry that you're chatting with as well? Dana (02:03) Yeah, I feel like it is a weekly basis where it's like, okay, how are things going? Well, the schedule was full, right? It was looking great and it just seems to be falling apart. So a lot, a lot of last minute cancellations where it is really hard for the team to pivot and pivot quickly in those instances. Tiffanie (02:09) Yeah. Yeah, I totally agree. I totally agree. And so on one hand, I want you guys out there, doctors, team members, office managers, those of you who are listening today, on one hand, if this is something that you guys are coming up against this year, I want you to know that right now in 2025, this has been a trend that we've noticed within the dental community as a whole. today we really want to talk about the cost of those cancellations. I think it's great for doctors to know that information. A lot of doctors do, lot of owners already have that information, but I think it's great for team members and office managers to really know the cost of that as well so that we can see why are the doctors harping on us, not just because they don't have patients, but why is it so stressful to them? And doctors, why am I feeling this internal stress? And then I've also got some tips in here, Dana and I have gone through that are ways for you to know that there's a problem, start noticing it more in advance. and then ways to troubleshoot those problems as well. So first and foremost, I think, Dana, the most important thing to remember is that we've got to make sure that we've got a solid plan and a solid action, actionable pieces as far as our goals. If we don't know our goals, if we don't know where we're heading, then... Like, what are we even doing? Right? So as long as we, as long as we can keep a good heading on our goals. And I mean, by that, like, what is our monthly goal? What is our daily goal? And then always looking at what have we done? Where are we going? And what's that gap in between? If we're not watching that gap in between, we can fall into a really scary space. And then it's that last week of the month that we've all lived where the office manager is like, okay, guys, we just need $30,000 in addition this week. Who needs ortho? right? And we're like, scraping the bottom of the barrel trying to get that money in. But it's because we haven't watched all month where those numbers are at. making sure that we're always looking at that, and we're always paying attention to those things is going to be massively important. Now, Dana, I know you have a lot of practices that are tracking this, that are they're watching these trends. As far as like dollar per hour kind of cost to the practice and what this actually looks like in conjunction to the goals. What are you seeing with your practices right now and what do you suggest they really start to watch? Dana (04:39) Yeah, I think that it is one just like you said, tracking and making sure that they know how much is open schedule time impacting their production and their ability to get to their goals. How much you know, if their hygiene team isn't getting to their 30 % or hitting their daily goal, is it because they just didn't have a full schedule of patients because that is pretty crucial for them to get to that point. Daily goals are set up with full schedules in mind, especially if we use block scheduling to get to daily goal. If our blocks aren't full, we're not gonna get there. So I think it is tracking to be able to look and say, how much is it impacting our production and what are we losing when we have a hole in our schedule? Because sometimes when we can attach a monetary value to that actual appointment, it becomes a little bit more important. When we see, if we know that every time a restorative appointment is open, that that costs us $1,000 right or $900, right? Well, then we know how much that's going to impact our goal if we know that every time a Recare patient doesn't show up that equals $230 well, then we can sure be strategic about how we make that gap up Tiffanie (05:40) Yeah. Dana (05:56) later in the month or later in the week and sometimes too for team members it's like oh we only have one cancellation well one cancellation for every 17 days that you're open when you know what that value of that appointment is it really really You can see how it's impacting. And so I would say take a look at your doll, you know, your production per hour on both sides so that you know, when I've got an hour open, it's costing the practice this much. When I've got an hour and a half open, it's costing the practice that much. And that's just the missed dentistry. That's not the costs of the practice just to be open for that hour, right? Like there's all of those fixed costs that extend into that too. And so getting a real picture of what each hour in our practice leads to Tiffanie (06:25) Good job. Dana (06:41) production and expenses can just be so eye-opening on its impact. Tiffanie (06:48) I totally agree. I think the actual cost, like if you look at it and we're looking at our goals, that actual cost is what is your dollar per hour? So like Dana said, it could be anywhere between $500 to $1,500 an hour on a doctor's schedule. And then again, that $100 to $300 on a hygiene schedule just really depends on what your practice's goals are and what you guys are set out to achieve. So if you've got $1,200 between doctor and hygiene, we've got a goal of $1,200 per hour and you've got those openings on the schedule, that's what the cost is. that data that we've done really really well and we've done differently this year with our current clients is really having them go through and track the number of open hours on each provider's schedule. So the reason that we do that is last year I had a couple of doctors that were really, really close to, one of them was really close, he was about $30,000 away from hitting the goal that he wanted. Another one was like $20,000 away from exceeding where he thought he would be this year. And I was like, gosh, wow, how did we get so close, but we missed it by that much. So what I did was I sat down and I looked through the whole year and I tallied. doctor, open hours, hygiene, open hours. So whether that was cancellations, the schedule fell apart, who knows, but it was just open hours that were on the schedule that could have been scheduled, meaning that was an open block, nothing was there. And both of those doctors would have far exceeded what they anticipated had those been filled. Now, We like to say a variation rate of about 5%. If you're more than 5 to 8 % on the long end, like 8 % is high. If you're more than that in cancellations, you're in hot water. So even if we deducted that five to 8 % from that math that I did, we still would have hit those goals. And so it really brought a lot of reality into the situation. Like you were saying, Dana, to really be able to see what that gap is and why it happened. And I had a practice just the other day, she did fantastic. This office manager, she had the information before we even went into the call. one of the doctors, one of the owner doctors was really, really intrigued on why are we just why are we short in collections and by that he was looking at QuickBooks, right? So why is the bank short? So because when we look at their data, when we look at their collections and their production, just looking at those straight from Dentrix, they were above 100 % on collections. So the team is like, bro, like we're at 102%. Like, what do you mean? And he's like, yeah, but there's no money. Like there's not the overhead, right? So the overhead is hitting well, The office manager knew that we were going into this conversation. She knew that he was going to ask these questions and that I wasn't going to have that immediate information. So prior to the call, she went through the whole first quarter of the year. And what she did was not only she took cancellations on one side, because that was an aspect of it, but another piece that she took was we've had a lot of call outs from hygiene and ⁓ vacation. And surgery, was a surgery that, you know, quote unquote, she's on her vacation. So we had a lot of time that there wasn't a hygienist available to see patients. And when she tallied that it was literally that missing piece and his mind was just blown and he was like, my gosh, thank you. He just needed the satisfaction of knowing what it was, right. But the cost of not only cancellations, but that missed opportunity of hygiene because there had been hygienists ill, there had been hygienists on PTF. as a hygienist that had to have shoulder surgery, these things come up and they happen, but we're not always anticipating them and our goals get missed. So these cancellation spots where patients are calling and they're like, gosh, I just can't come in are even more important. because there are times where we can't, we can do something about that. We can fill an open spot on the schedule. I can't do hygiene if I don't have a hygienist, a licensed hygienist there to take that spot. So those different spaces really took a toll. the cost on the practice, right? The cost of the cancellations is the dollar per hour, but then on a grander scale, it's like, what did we miss out that month and that quarter? And how did it impact our overhead? Because this example, all three examples, the doctors were like, why is my overhead so high? Where's my profitability? Why is this sucking? Especially when you feel like we're rolling along pretty well. It's like, where's the profitability? Where is it missing? That's the big toll. And then also I think, Dana, the stress, like, gosh, being a team member and then like inefficiencies that it creates, the stress of having to save a patient or Dana (11:22) Mm-hmm. Yeah. Tiffanie (11:40) having to talk somebody into coming last minutes, the stress of knowing that there's a cancellation there and Doc's gonna, know, Doc and manager or owner or whomever is gonna come ask me questions. Like Dana, you've been in that position too. And even maybe even from a hygienist standpoint, the stress of having openings, like that's a cost as well. What was that for you and your perception as a provider and a team member, but then also as a consultant, what are you seeing there as far as the cost on a practice with those cancellations from an emotional standpoint? Dana (12:09) Yeah, I I think is I do this definitely something that weighs heavily on you because I mean, I'm very goal oriented. And so if you put a goal in front of me, I'm going to want to tackle it. And so it is a little bit defeating in that way. And then it's like, okay, well, I would have to book patients out, right. And sometimes even further than when they were due, right, just to have my schedule fall apart. And it's like, man, like I could have seen those people that I had to look out a little bit farther. So it is a stressful on a patient care level is stressful on a goals level it's stressful on like hey I'm here and like I want to do things that are of value to the practice so yeah it plays a burden on everyone and so it's just something that's so important to look at and to set a game plan for and to tackle as a team. Tiffanie (12:58) Yeah, I totally agree. totally agree. Now areas that we'll tackle some areas where you can tell there's an issue, like not only you see like, my gosh, I feel like there's a lot of cancellations happening, but really just being able to see what that what that entails. So I think one space is open schedule, obviously, right? Open schedule. I think frustrated team members, Dana, do you agree? Yeah. Dana (13:23) Yeah, yeah, because it's so much more work on the back end to save something that's fallen off or to fill something than it is to just be really good at reappointing from the beginning and being really good at creating value from the beginning. Those things are much easier than this stress and the crunch time of after the fact. Tiffanie (13:45) Yeah, totally agree. So upset team members, like stressed out front office team members, upset doctors, empty schedule, seeing repeat offenders. So patients that are repeatedly coming off of the schedule seem to cancellations. And you guys, I want to tackle a little bit too on why. why this happens. There's a few things and I mean, you guys are going to tell me and your team is going to tell me patients are sick and patients can't come in because of work. Like I totally hear you. I get that. I understand. But what it boils down to the root cause in my opinion is a lack of a lack of systems or a lack of systems follow through. So lack of consistency. So ⁓ handoffs and patient buy-in might not be there. Team buy-in might not be there. Scheduling rules. So how do we form and build the right schedule. If we're consistently behind on patients appointments, or they're taking longer than we said they would, they're not getting sat on time, like if we're showing that we don't value our schedule because our scheduling template isn't working for us and it's running us behind, I don't like we're telling the patients our schedules don't matter. I'm not sure why we expect a different result. On the other side, we expect our patients to, you know, really, really take into consideration the schedule and to make that a top priority, but we're not even doing that. So hard truth, I think there. ⁓ If you're having these issues, if you're running behind, you're seeing high cancellations and you feel frantic, it's typically a reflection of the schedule that you're running. Right, Dana, do you agree? Am I just in mean? Dana (15:23) 100 % I hands down took the words that I say all the time and I'm like honestly it comes down to a lack of value and that's really hard for offices to hear but it is a lack of value on the appointment itself right we've not created enough value for the patient to feel like this is something I cannot miss and we also haven't valued it enough to ensure that we've done that. Tiffanie (15:42) Yeah. Dana (15:47) to ensure that we followed our systems that we've worked really hard to put into place. And so maybe we don't value those systems or we don't see their value. And so it truly comes down to just a lack of value on both ends. Tiffanie (15:58) I absolutely agree. Yeah, yeah. And the patient's buy in comes from value, you guys, and it takes multiple times. So some of the systems I think, Dana, that we can we can pop through a couple of systems that really, I think, stand out and helping that. And I think one space to remember is that we want to attract and we want to keep the patients that we want. Not every practice is built for every patient, every person. So some patients are not going to respond well, they're not going to care, they're always going to cancel or they're going to hop. You know, I used to work in a dental practice that it was a heavy retirement community and we had a lot of, them in Arizona snowbirds. And so we had a lot of winter visitors and they were just special hoppers. We would see somebody on, you know, one new patient special that we were running at the time and we'd never see them again or we'd see them three years later trying to use another special. always going to happen. So work really hard and aim to create systems that work for the patients that you want to keep. Who's your patient avatar that you're trying to attract to your practice? What will they appreciate about your communication about your systems? And don't be afraid to lose some patience to make room for the patients that will appreciate the systems you're putting into place. So that's my caveat. And to create that value. really Dana, that word that you use there is spot on because that's really what it's all about. We're creating value, which creates retention and we're, we're selling not only a product, a dental product, we're selling a filling, right, but we're also selling an emotional product of how are they feeling when they're in our practice and our systems boil down to create to being there to create feelings, to evoke emotions in patients so that they do see the value in that product that you're selling. So handoffs, you guys might hear this constantly. If you've ever listened to any podcast, NDTR, if you ever want to hear Dana and I talk about it, there's probably about 50. So go type in NDTR, Next Visit Date, Time, Recare. It's literally the perfect handoff situation. It's something we've used for years. It was something that and I trialed many years ago. And it's worked so well in so many practices to turn around case acceptance, to turn around scheduling, and to really just turn around communication between front and back office that we continue to harp on it. So go type in NDTR on our website, TheDentalATeam.com. When you go to podcasts, you can search NDTR. ⁓ And I think treatment planning in general. So making sure those handoffs are right, treatment planning. And I think Dana too, like I stress to practices to treat re-care appointments very similarly. Like it's so easy to get into that routine of like, okay, let's just, let's schedule your next six months real quick. We'll pop it on the schedule. You can let me know as it gets in or, don't worry, they're scheduled. And it's like, we haven't built any value. In my, we built the value of the appointment hygienist, like the value that you have built during that appointment 100%, but that patient has to remember to evoke that feeling in six months from now to keep that appointment on the schedule. So how are we building and creating that value for those appointments even thereafter? So Dana, like NDTR. treatment planning, and then how do you suggest and how did you maybe even as a hygienist build that value for those re-care appointments when they're coming three, four, six months later? Dana (19:25) Yeah, I see it all the time. And I do think NDTR builds in some value in that and I've been getting a lot of doctors question like, hey, why do I have to ask about their re care? Right? Well, that is that is your chance to build value as the doctor that not only do I need to see you for that treatment, but it's super important to me as the doctor to see you in six months or whatever your regimented cleaning time is. So there is that but then I would use this as a hygienist myself every single patient before I scheduled. Tiffanie (19:47) Yep. Dana (19:55) They were given a reason why I needed to see them back. Right? So even my regular six months, and I learned this from an amazing coach, right? So I'm not even going to take credit for it, but it's something that like I did routinely that I instill in all of my hygiene teams that I work with. And that is every patient has to leave with a reason to return. Even if that is, my gosh, Mr. Smith, seeing you every six months has kept you looking so good. We need to make sure we keep that up. Tiffanie (20:01) ⁓ I that. Thank Dana (20:25) Let's get your next six month appointment scheduled. Even if Mr. Smith has zero issues, concerns, anything, right? Then my people with concerns, that's even more so. All right, so I need you to work on that flossing technique. We did have a fair amount of bleeding this time. My goal for you the next time you come in six months is you've been able to really target that in and we've got that bleeding reduced. I can't wait to see you in six months to check on it. Tiffanie (20:27) Beautiful. Dana (20:49) Right, so when giving them it's not just like let's get your routine appointment scheduled No, there is a reason why every single patient needs to be back in my chair at the recommended interval and Sometimes too we would put little notes and it helped the front office, right? Hey, I know Dana really wanted to keep you on that six months She said you were looking so good last time. Is there any way we can make today work, right? So it was in my auto note I always put it in there and help the front office then they gave them the reason right? Hey, don't forget Dana wanted to check those bleeding points. How's that flossing going? Let's get you in today Let's make sure you're here so she can double check on that so it's something that I have used religiously and that I feel like truly does because we do see that hygiene appointments, right? That's where a lot of the cancellations happen and that's because it's just the routine cleaning, right? Or the routine preventive. And so building that value in hygiene and you can do it with something so simple as just something you need to check on the next time that they're there. Tiffanie (21:48) Yeah, my gosh, Dana, was stop the podcast. That was all they needed. It's brilliant. Thank you. I love that. So I think that in itself is huge because that that went into the confirmations that went into saving the appointments and the pre scheduling. So I think that was huge, Dana, that little nugget was more than we could have ever asked for. Thank you. Thank you. So, systems, guys, NDTR, go look it up, treatment planning. I love this idea of making sure every patient, whether they're coming in on doctor's schedule, whether they're coming in on hygiene schedule, they have a reason to come back. And remember, I mean, gosh, it makes perfect sense because... your patients are coming back on your your dental schedule and your doctor's schedule because they have a reason because they have decay, broken tooth, missing tooth, whatever the case may be. So find that reason for their re care as well. And I love that you pointed out even the healthy patients you were like, let's keep this up. Let's keep that going. I can say I had my eye exam the other day and he was fantastic. And he was like, gosh, yeah, it hasn't changed a lot from last like he was just bringing up so much information from the last time and like can't wait to see it again next time. I was like, wow, this guy actually in a very short amount of time, I think I spent five minutes with the man, ⁓ massive amounts of trust build and value. I truly will not go to another eye doctor as long as I can go to him. So just building that value, doesn't have to take a long time. It just has to be massive amounts of value. So make sure you're under TR treatment planning, make sure there's a reason for them coming back. They're always scheduled to come back. Confirmations are in place and make sure that you're tracking your cancellation rates, you guys, and really seeing what the impact on the business is and sharing that with your team so that everyone's super aware. This awareness is meant to bring light to trends. It is not meant to be a you guys suck, this is where we're at. It's a hey, this result sucks. Why is this happening? Let's look at our systems. I tell my teams all the time and I think Dana, you do too. I don't want you doing something that's not working. That is such a waste of time and I... would gouge my own eyes out, I could not. There's no way I could live life like that. I did not expect other people to as well. So when we track these metrics, when we're looking at these trends, my goal is to ensure that we're only doing things that are getting the right results. And when we're not getting the results we want, we change the system because it's clearly not working. And when a team knows that that's what we're looking for. I'm not looking at you that you suck unless you literally refuse to use the system. I'm not looking at you. I'm looking at the system. The system and the results are what we're tackling. We're not tackling people. We're never tackling each other. So Dana (24:24) Thank Tiffanie (24:34) Go into it that way. Track those cancellations. Look at the real cost to the business and then look at the systems that you have in place. Are you adding enough value to those appointments through your handoffs, through your treatment planning, through your discussions on why they need to come back and then through your confirmations. Are your confirmations working? we lax it easy asking and are we keeping a good schedule? Huge, huge. You will get back. what you give. So make sure that what you're giving is freaking excellent. And Dana, thank you so much. That was a wonderful podcast. That was so many amazing nuggets. You guys go back, listen again, take notes. I'm telling you, Dana's brain, I always get something new out of it. Years and years later, consulting side by side, you still just always drop something on me that I'm like, dang, all my practices need to hear that. So Dana, thank you for being here with me today. Dana (25:29) Yeah, thanks for having me as always. Tiffanie (25:31) Of course, you know, I'll steal you anytime I can get you. So awesome, everyone. Go listen, take notes, go do the things, start tracking your cancellations, look at those systems and really start seeing the cost and the value that you're perceiving. Okay. Any questions? Reach out to us, Hello@TheDentalATeam.com, if you need checkers, if you need more information on any of the things that we talked about, if you're interested in learning how to have someone like Dana give you amazing tips like that all the time, just off the cuff, please reach out. We are here for you guys. Hello@TheDentalATeam.com. You can reach us. on our website www.TheDentalATeam.com. We make it really, really easy for you guys. So reach out to us and drop us a five star review. We want to hear how amazing you thought Dana's nuggets were today. Thank you all. We'll catch you next time.
Making sure that your customers' balances are correct will not only ensure your financial statements are accurate, but you will have fewer inquiries from customers about their balances as well and less cleanup on your Accounts Receivable Aging Report down the road. Over the next few weeks, I am going to help you gain a deeper understanding of your Accounts Receivable Aging Report as well as how you can make any adjustments so that your customer's balances are accurate, and we are going to start this week off with how to issue a customer a credit in QuickBooks. In today's podcast episode, I'm covering what a credit memo is, when you need to issue one, and how you can properly apply a credit memo to an outstanding invoice. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, understanding when it is appropriate to issue your customers a credit memo and how to do it correctly will help ensure your customers are happy and your books are accurate. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… 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.
Ian Fred Solas is Founder at Green Solution PH. Green Solution PH is a startup working towards the use of renewable energy for a sustainable future. The vision is to have biofuel production in the country as the first ever biofuel company to transform the energy market by providing a renewable replacement for fossil fuel. Currently, they are looking to do this by converting landfill waste to biofuel.This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo.In this episode | 00:40 Ano ang Green Solution PH? | 02:22 What problem is being solved? | 05:28 What solution is being provided? | 16:22 What are stories behind the startup? | 32:37 What is the vision? | 35:03 How can listeners find more information?GREEN SOLUTION PH | Facebook: https://facebook.com/greensolutionphilippinesCOASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Are you running your business like a pro… or like a hot mess express?
Reynald Laurea is Communications Lead at CirPro Innovations, a research-based startup developing zero-waste circular solutions. They're currently turning calamansi peels into jam ingredients and exploring other uses for food waste.Recorded live at Coastline 5023 FTBI, a startup incubator based in UP Visayas in Miag-ao, Iloilo.In this episode | 01:20 Ano ang CirPro Innovations? | 03:17 What problem is being solved? | 10:58 What solution is being provided? | 16:30 What are stories behind the startup? | 30:22 What is the vision? | 33:42 How can listeners find more information?CIRPRO INNOVATIONS | FacebookCOASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarterAPEIRON | Website: https://apeirongrp.com | Facebook: https://facebook.com/apeirongrpTWALA | Website: https://twala.io | Facebook: https://facebook.com/twalaioSYMPH | Website: https://symph.co | Facebook: https://facebook.com/SymphCoMAROON STUDIOS | Website: https://maroonstudios.com | Facebook: https://facebook.com/maroonstudiosincAIMHI | Website: https://aimhi.ai | Facebook: https://facebook.com/aimhiconstructionCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube | Spotify | Apple Podcasts | Facebook | Patreon | WebsiteEdited by: https://tasharivera.com
Complex payment flows are one of the biggest challenges in B2B sales—but they also offer some of the best opportunities. In this episode, James Shepherd shares a replay of his live interview with Denis Lunev, CEO of DepositFix, to break down how CRM and payments integrations can help you land merchants with ERP systems, HubSpot, QuickBooks, and more. Learn how tools like DepositFix simplify these workflows and how you can win merchant accounts through Full Stack Payments' mobile app. After the interview, stick around for the Today in Payments segment, where James and Patti Murphy cover the week's top headlines and trends.
Josiah Borres and Brethren Ace de la Gente are Co-Founders at Tagpuan. Tagpuan is a streamlined contract marketplace platform for farmers and buyers. Farmers can post what they will be planting, and buyers can sign trade contracts with them. Or, buyers can post what they need, and farmers can sign exclusive contracts to supply them.Recorded live at Coastline 5023 FTBI, a startup incubator based in UP Visayas in Miag-ao, Iloilo.In this episode | 01:41 Ano ang Tagpuan? | 05:26 What problem is being solved? | 10:30 What solution is being provided? | 24:22 What are stories behind the startup? 34:56 What is the vision? | 38:23 How can listeners find more information?TAGPUAN | FacebookCOASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarterAPEIRON | Website: https://apeirongrp.com | Facebook: https://facebook.com/apeirongrpTWALA | Website: https://twala.io | Facebook: https://facebook.com/twalaioSYMPH | Website: https://symph.co | Facebook: https://facebook.com/SymphCoMAROON STUDIOS | Website: https://maroonstudios.com | Facebook: https://facebook.com/maroonstudiosincAIMHI | Website: https://aimhi.ai | Facebook: https://facebook.com/aimhiconstructionCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube | Spotify | Apple Podcasts | Facebook | Patreon | WebsiteEdited by: https://tasharivera.com
Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcoming "Fusion" interface redesign that will completely transform how users navigate and interact with QuickBooks Online.SponsorsHuman at Scale - Debits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:46) - Granular Access for Firm Members (04:08) - Client IDs in QuickBooks Online (06:04) - Bill Pay Onboarding Enhancements (10:00) - QuickBooks Payments Integration (16:09) - Resolution Center in QuickBooks Online (18:56) - Amazon Business Integration (23:20) - Personal Cloud Backup (30:15) - New Ways of Copying Journal Entries (34:23) - Modernizing QuickBooks Online's Code Base (42:17) - Upcoming Features and Roadmap for PayPal Integration (43:16) - Introducing the Fusion Interface (55:19) - Training and Resources for QuickBooks Users Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Alicia's LinksCredit Cards in QBO course: http://royl.ws/QBO-credit-cardsQuickBooks Payments course: http://royl.ws/QB-Payments-CourseQuickBooks Mobile app course: http://royl.ws/QBOMobileMargie's LinksThe Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Welcome to the Working Moms of San Antonio podcast! In this episode, hosts Erika Radis and Marie Lifshultz welcome Joanne Tlili of Virtual Bookkeeping Solutions. Joanne, an experienced accountant and 'mamapreneur,' shares her 22 years of expertise in bookkeeping, accounting, and taxes. The discussion dives into the critical importance of having your bookkeeping in order before tax season, common mistakes new entrepreneurs make, and the benefits of automation. Joanne highlights valuable tools like QuickBooks and Wave apps and provides practical tips for maintaining financial organization. The episode also explores how having a dedicated bookkeeper can help business owners make educated financial decisions, align with their business goals, and ultimately reduce long-term stress and costs. Don't miss out on Joanne's expert advice to streamline your bookkeeping processes and grow your business successfully!
Now that the tax deadline is behind us, unless you filed an extension, it's time for you to make sure that your books match your tax return. Most of my listeners on this podcast do their own bookkeeping for their business, and this is one of the steps that business owners are normally a little hesitant or unsure about how to handle. By being proactive and learning the right way to take care of this situation, you'll be able to rely on your financial statements and utilize them in future planning for your business. In today's podcast episode, I'm digging into how you should be recording any adjusting journal entries that should be made in your bookkeeping software so that your books match your tax return. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; taking the initiative to ensure your books match your tax return is another way to Master Your Small Business Finances. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… 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.
SummaryIn this episode of the Restaurant Owners Uncorked podcast, Wil interviews Ryan Handel, founder of Fixe, a bookkeeping service tailored for the restaurant industry. Ryan shares his journey from working in restaurants to founding his own, and ultimately creating Fixe to streamline bookkeeping for restaurant owners. The conversation covers the challenges of bookkeeping, customer acquisition strategies, and the competitive landscape of restaurant accounting software. Ryan emphasizes the importance of technology in simplifying financial management for restaurants and discusses his vision for the future of Fixe. Wil and Ryan explore the challenges faced by the restaurant industry, particularly regarding labor costs and the need for reliable financial reporting. The discussion also highlights the significance of building strong relationships within the franchise space and the necessity of providing exceptional customer care and authenticity in service.Takeaways Ryan founded Fixe in 2019 to address bookkeeping challenges in restaurants. He believes bookkeeping should be affordable and efficient. Ryan's first restaurant venture was a fast-casual concept called Simple Things. COVID-19 impacted his restaurant business, leading to the creation of Fixe. Fixe targets small to medium-sized restaurants for its services. The company offers month-to-month agreements to clients. Ryan emphasizes the importance of partnerships with CPAs and restaurant consultants. Fix integrates with QuickBooks Online to enhance its services. The company aims to keep clients on QuickBooks as long as possible before transitioning to larger systems. Ryan views QuickBooks as the iPhone of accounting, with Fixe as an app that enhances its functionality. From 2019 to 2023, we bootstrapped to 150 locations. Raised a seed round in 2023 with New York Angels. Now preparing for a series A round later this year. Hiring the right team is crucial for growth. Sales strategies include inbound demos and partnerships. The restaurant industry is struggling with rising labor costs. Building relationships with franchisees is essential. Customer care and authenticity set businesses apart. The importance of understanding restaurant owners' needs. Navigating challenges requires patience and industry knowledge.
Ted Hyacinth Asperas is TBI Manager at WVSU BINHI TBI. WVSU BINHI TBI is a startup incubator based in West Visayas State University in Iloilo City. BINHI TBI is providing an enabling ecosystem for startups focused on healthcare, green economy, and emerging technologies. Recorded live at WVSU BINHI TBI a startup incubator based in West Visayas State University, Iloilo City.In this episode | 01:17 Ano ang WVSU BINHI TBI? | 04:46 What services does the TBI provide for startups? | 08:17 Who are notable startups supported by the TBI? | 09:46 How can interested startups join? | 12:14 How is the startup ecosystem in Iloilo? | 15:47 What is the story behind the TBI? | 25:54 What are future plans for the TBI? | 27:11 How can listeners find more information?WVSU BINHI TBI |Website: https://wvsu.edu.ph/binhi | Facebook: https://facebook.com/wvsubinhiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarterAPEIRON | Website: https://apeirongrp.com | Facebook: https://facebook.com/apeirongrpTWALA | Website: https://twala.io | Facebook: https://facebook.com/twalaioSYMPH | Website: https://symph.co | Facebook: https://facebook.com/SymphCoMAROON STUDIOS | Website: https://maroonstudios.com | Facebook: https://facebook.com/maroonstudiosincAIMHI | Website: https://aimhi.ai | Facebook: https://facebook.com/aimhiconstructionCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube | Spotify | Apple Podcasts | Facebook | Patreon | WebsiteEdited by: https://tasharivera.com
Let's face it, you set out to build a business, but the question is, did you create that business or just a job? Time to discuss what track you are on and what are some things you can do to ensure you build a business and not just a job. ______ DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
This week, Gene Marks highlights some recent tech developments, including: Quickbooks is selling a lifetime version of its software for just $250. Microsoft has reintroduced its somewhat controversial Recall AI tool, which captures and indexes screenshots of user activity every three seconds—a function that is intended to improve cybersecurity but that has raised some interesting questions. Plus: Gene explains how—if you have the time and money—you can now connect the various software platforms you use and turn them into a smart AI assistant.
What do unicycling in Japan, teaching English, and building a career in motivational speaking have in common? Joe Fingerhut, that's what! (www.joefingerhut.com) In this upbeat, laugh-filled, wisdom-packed episode, Anne chats with speaker, author, and eternal curiosity-chaser Joe Fingerhut to explore what it really means to turn limitations into launchpads.Joe's life is proof that bold action, authentic storytelling, and relentless curiosity can transform ordinary moments into extraordinary adventures—and yes, that includes falling off a unicycle a few (dozen) times. Whether you're a speaker, parent, or just someone itching to shake things up, this convo will spark fresh perspective and practical inspiration.
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:24) - New Features in QuickBooks (05:37) - Enhanced Products and Services (06:52) - Grouping Billable Time in Invoices (11:26) - QuickBooks Live Expert Assist (14:42) - Client Transfer Between QBOA Accounts (15:52) - Retirement Contributions Update (17:12) - Interface Updates and New Screens (22:00) - Balance Sheet Profit and Loss in Modern View (23:50) - Feedback on Modern View Reports (29:37) - Unreproducible Features (29:53) - QuickBooks Payments and Reconciliations (39:12) - Turning Invoice to Credit Memo (40:55) - The Locker Room Community (42:46) - Upcoming Events and Training GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/Alicia's linksConverting from QBDT to QBO class: http://royl.ws/QBDT2QBOConverting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBOMargies LinksThe Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Confused on what cash basis and accrual basis means in your bookkeeping system? Most small business owners do not know the difference so let's take a closer look at why your report might be showing different numbers. ______ DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
Season 5: Episode 208In this episode of North American Ag Spotlight, Chrissy Wozniak sits down with Brenda Heymer, owner of Heymer Management Accounting in Amarillo, Texas. With a deep-rooted background in agriculture and over three decades of accounting experience, Brenda shares her passion for helping producers move beyond traditional, tax-based accounting to embrace management accounting rooted in accrual principles. Through a thoughtful and in-depth conversation, Brenda explains how aligning production data with financials gives producers a more accurate view of their cost of production and overall business performance.Chrissy and Brenda discuss the critical need for better financial visibility, especially in a time of rising input costs and uncertain market conditions. Brenda breaks down how management accounting differs from typical bookkeeping—focusing on internal decision-making tools rather than tax returns—and why accrual accounting is essential to track commodity-level performance across production years. She also highlights CenterPoint Accounting for Agriculture, a robust Red Wing Software tool built specifically for ag producers that allows for detailed inventory, allocations, and side-by-side cash and accrual reporting—something QuickBooks simply can't offer.Brenda walks listeners through the conversion process from QuickBooks to CenterPoint, noting how her team goes deep into their clients' data to lay the foundation for better decision-making. She shares real-world examples of how clients have uncovered inefficiencies at specific ranches or crop fields, and how this information helps them project cash flow, streamline operations, and manage risk more effectively. Chrissy and Brenda also talk about the challenges of data overload in modern ag and how Brenda's team helps transform that raw data into usable, actionable insights through personalized meetings and scenario planning.Throughout the episode, Brenda shares not only her technical knowledge but also her heart for agriculture. She challenges producers to step out of their comfort zones and embrace their roles as business owners, encouraging them to build teams and delegate tasks outside their core strengths. Brenda emphasizes that having better information leads to better decisions and that it's okay not to know everything—but vital to get the right help.Whether you're just starting to explore accrual-based accounting or are ready to overhaul your financial systems, Brenda offers sound advice for producers through 2025 and beyond. Her mission is clear: to change agriculture for the better, one accurate report at a time. To learn more about Brenda and her services, visit www.heymermanagement.com.#farm #smartfarming #agricultureNorth American Ag is devoted to highlighting the people & companies in agriculture who impact our industry and help feed the world. Subscribe at https://northamericanag.comWant to hear the stories of the ag brands you love and the ag brands you love to hate? Hear them at https://whatcolorisyourtractor.comDon't just thank a farmer, pray for one too!Send us a textAgritechnica in Hannover, Germany is held every other year, this year long-time tech writer & ag journalist Willie Vogt has put together for ag enthusiasts! The Agritechnica tour includes three days at the huge equipment and farm technology event. Learn more - https://agtoursusa.com/agritechnica.htmlSubscribe to North American Ag at https://northamericanag.com
I've seen too many successful real estate investors lose massive chunks of their profits.Not because they weren't doing deals…But because they didn't have a solid tax strategy dialed in.The truth?You can't out-earn bad tax planning. Even if you're flipping multiple properties a year.This week on the podcast, I'm breaking down 6 tax secrets that most investors don't know—but should.If you want to keep more of what you make (without living in fear of tax season)...Listen in now.Oh, and before you go…I get asked about bookkeeping and tax stuff ALL the time.(Seriously, my DMs are flooded with "Adam, who do you use for ____?")So let me introduce you to two companies that have been absolute game-changers for real estate investors like us:First up is Auxilee…These folks are like your "back-office secret weapon." They handle all the messy bookkeeping that usually gives investors headaches. Plus, they've got this cool AI-driven system that makes everything run smoother.Think: No more late-night QuickBooks sessions or wondering if you tracked that renovation expense correctly.Check out Auxilee here. >>And if you need more comprehensive tax strategy and planning…Meet ATG Advisors. These are the number-crunching ninjas who help make sure you're not leaving money on the table come tax season.They're particularly good with real estate investors (they get our unique challenges), and they've got over 100 years of combined experience.Connect with ATG Advisors here. >>Here's why I'm sharing both:Smart investors know that good bookkeeping and solid tax strategy go hand in hand. It's like trying to win a race with both shoes tied together if you're only doing one or the other.I trust both these teams. They've helped countless investors in our community keep more of what they earn.(And isn't that the whole point?)Catch you on the flip side!LINKS & RESOURCES1,000 FREE Seller LeadsGet your first 1,000 seller leads FREE from our partner BatchLeads and start closing deals immediately. CLICK HERE: http://leads.getbatch.co/mztQkMr7 Figure Flipping UndergroundIf you want to learn how to make money flipping and wholesaling houses without risking your life savings or "working weekends" forever... this book is for YOU. It'll take you from "complete beginner" to closing your first deal or even your next 10 deals without the bumps and bruises most people pick up along the way. If you've never flipped a house before, you'll find step-by-step instructions on everything you need to know to get started. If you're already flipping or wholesaling houses, you'll find fast-track secrets that will cut years off your learning curve and let you streamline your operations, maximize profit, do MORE deals, and work LESS. CLICK HERE: https://hubs.ly/Q01ggDSh0 Hosted on Acast. See acast.com/privacy for more information.
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