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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
Chris had a browser issue not a file assoc. issue, My file is too big, Quickbooks issue with my data, Data Breaches, FL want's to allow back door to encryption!
Financial Clarity, Resilience, and Entrepreneurial Growth with Adam CallinanOn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Adam Callinan, founder and CEO of Pentane and host of the podcast Growth Mavericks: Disrupting Default. In this insightful conversation, Adam shares a wealth of wisdom around financial management, mental resilience, and the power of simplifying complex business challenges. Entrepreneurs at every stage will find actionable takeaways to help strengthen both their businesses and their mindset.Building Resilience Through Mindfulness and RoutineAdam opens up about his personal mindfulness practice, sharing how Tibetan throat singing has helped him quiet his “monkey mind” and gain focus. By integrating daily meditation and regular screen-free activities like carpentry and hiking, Adam finds mental clarity and balance—essential tools for entrepreneurs facing constant decisions and stress. He encourages founders to create consistent routines, explore different mindfulness techniques, and carve out time to disconnect and reset.Financial Clarity and Simplifying Complexity with PentaneDrawing from his e-commerce success with BottleKeeper, Adam created Pentane to simplify financial management for consumer brands. The platform connects with accounting tools like QuickBooks and uses smart algorithms to help business owners understand their revenue, expenses, and profit drivers in real time. Adam emphasizes the importance of setting clear goals, conducting regular financial reviews, and making data-driven decisions—removing guesswork and emotion from financial planning to focus on what actually moves the needle.The Mission Behind Growth Mavericks and Leading with PurposeAdam's podcast, Growth Mavericks: Disrupting Default, was born from a desire to normalize conversations around entrepreneurial struggle and success. He stresses that embracing failure, pushing past comfort zones, and building a trusted community are foundational to long-term growth. Whether through his tech company or podcast, Adam's mission is clear: help entrepreneurs operate with more confidence, less confusion, and a lot more clarity.About Adam CallinanAdam Callinan is a seasoned entrepreneur, investor, and builder who co-founded BottleKeeper and took it from idea to over $50 million in sales with zero outside capital or full-time employees. He is currently the founder and CEO of Pentane, a platform designed to automate and simplify financial operations for early-stage consumer brands. Adam is also the host of the podcast Growth Mavericks: Disrupting Default, which you can explore at growthmaverickspodcast.com, and he is an investor in over 100 companies.About PentanePentane is a financial intelligence platform designed to help consumer brands clearly understand their profit metrics and make data-informed business decisions. By integrating with tools like QuickBooks and applying real-time analytics, Pentane empowers founders to simplify complex financials and stay on top of their performance with clarity and confidence.Links Mentioned in this EpisodePentane WebsiteAdam Callinan on LinkedInGrowth Mavericks PodcastEpisode HighlightsWhy Adam practices Tibetan throat singing and disconnects from...
Rayjand Gellamucho is General Manager at ISAT U Kwadra TBI. ISAT U Kwadra TBI is a startup incubator based in Iloilo Science and Technology University in Iloilo City. Kwadra TBI is nurturing startups in the advanced and deep tech fields, pushing for inclusive growth and sustainable development. Watch the episode to learn more about the services that Kwadra TBI provides for startups and the motivations behind the incubator!This episode is recorded live at ISAT U KWADRA TBI. ISAT U KWADRA TBI is a startup incubator based in Iloilo Science and Technology University, Iloilo City.In this episode | 01:20 Ano ang ISAT U Kwadra TBI? | 2:58 What services does the TBI provide for startups? | 14:17 Who are notable startups supported by the TBI? | 17:14 How can interested startups join? | 25:24 What is the story behind the TBI? | 35:18 How is the startup ecosystem in Iloilo? | 46:54 What are future plans for the TBI? | 49:44 How can listeners find more information?ISAT U KWADRA TBI | Website | FacebookTHIS 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: 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 | WebsiteThis episode is edited by the team at: https://tasharivera.com
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.
Looking for the best eCommerce profit optimization software to scale your brand? In this episode, we sit down with Adam Callinan, serial entrepreneur and founder of Pentane, a platform designed to help early-stage and scaling DTC brands turn their numbers into strategic decisions—without needing a CFO.Adam shares actionable strategies for improving your ecommerce workflow, maximizing ecommerce profit, and building a business that scales intelligently. Whether you're running a Shopify store or launching a new DTC product, this conversation is packed with valuable insight into eCommerce financial tools, SaaS for consumer brands, and the math behind sustainable growth.Discover how to:Create real-time automated P&L software dashboards for smarter, faster decisionsUnderstand and optimize your ad spend strategy for eCommerceUse metrics and levers to achieve profitability goalsImprove your real-time business metrics without waiting weeks for a P&LLearn from a founder with multiple exits and Shark Tank product successThis episode is a goldmine for founders, marketers, and operators trying to cut through the chaos and create meaningful, data-backed growth with eCommerce growth systems that actually move the needle.Whether you're just getting started or already at $5M+ in revenue, Adam's insights around profitability optimization for startups will help you define your path forward.00:00 – Intro to Adam Callinan and Pentane01:15 – From medical devices to BottleKeeper and Shark Tank02:45 – Building eCommerce systems with no team or investors04:10 – What Pentane is and why it works06:00 – Ad spend, profitability, and how Pentane calculates optimal strategy08:05 – Fixed expenses, pricing, and conversion rate hacks10:00 – What type of businesses should use Pentane12:00 – API integrations: Shopify, QuickBooks, Amazon, Google Ads13:20 – Why “Pentane”? The story behind the name14:00 – The role of AI in business decision-making15:30 – Final thoughts and how to get started with PentaneTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025
SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.{campaign_start}}(00:00) - Welcome and Introduction (00:44) - Overview of Intuit Enterprise Suite (01:05) - Defining Mid-Market and Enterprise Software (02:48) - Pricing and Client Quotes (06:43) - New Features in Intuit Enterprise Suite (07:55) - Multi-Entity Allocation Tool (16:18) - Consolidated Dashboards and Reports (23:49) - Forecast Reports and Project Budgets (37:23) - Cost to Complete Project Report (39:08) - AI Import for Project Budgets (41:36) - Task Management in Intuit (52:25) - Third-Party Integration Enhancements (54:37) - Speculations on Pricing Transparency (01:01:23) - Future of AI in QuickBooks (01:06:36) - Upcoming Events and Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comMarch 2025 IES Release Notes:https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdfLinksHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Alicia's Payment Class http://royl.ws/QB-Payments-CourseChart of Accounts in QBO: http://royl.ws/QBOCOAReconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
MDJ Script/ Top Stories for April 16th Publish Date: April 16th Commercial: From the BG Ad Group Studio, Welcome to the Marietta Daily Journal Podcast. Today is Wednesday, April 16th and Happy Birthday to Kareem Abdul Jabarr. ***04.16.25 - BIRTHDAY – KAREEM ABDUL JABBAR*** I’m Keith Ippolito and here are the stories Cobb is talking about, presented by Times Journal Strand Theatre to Have Auditions for Jukebox Giants: Motown & More Three Arrested at Marjorie Taylor Greene Town Hall in Acworth Carr Launches 'Operation Hold the Line' to Combat Transnational Gangs in Georgia All of this and more is coming up on the Marietta Daily Journal Podcast, and if you are looking for community news, we encourage you to listen and subscribe! BREAK: COBB SENIOR EXPO_FINAL STORY 1: Strand Theatre to Have Auditions for Jukebox Giants: Motown & More The Earl and Rachel Smith Strand Theatre in Marietta is holding video auditions for *Jukebox Giants: Motown & More*, a high-energy musical revue featuring classic soul and R&B hits. Open to ages 18+, auditions require both a vocal video (under 5 minutes with two contrasting songs) and a dance video (four 8-counts of a jazz combo). Submissions, including a headshot, resume, and availability from June 16 to July 27, are due by May 6 via email to auditions@strandmarietta.org. Rehearsals start June 16, and performers must be prepared to sing and dance concurrently. STORY 2: UPDATE: Three Arrested at Marjorie Taylor Greene Town Hall in Acworth Congresswoman Marjorie Taylor Greene's town hall in Acworth turned chaotic, with three arrests, two taser incidents, and nine protesters removed. Greene emphasized her support for Trump’s agenda, immigration crackdowns, and banning gender-affirming care for minors. She addressed economic concerns, urging families to "rein in" spending, and dismissed claims about Medicare cuts. Protesters criticized her policies, while Greene defended her positions, including the Protect Children's Innocence Act and the Laken Riley Act. Despite disruptions, Greene answered pre-submitted questions, mostly from supportive constituents, and highlighted the growth of the MAGA movement. STORY 3: Carr Launches 'Operation Hold the Line' to Combat Transnational Gangs in Georgia Georgia Attorney General Chris Carr launched "Operation Hold the Line" in Cobb County, a taskforce uniting local, state, and federal agencies to combat transnational gangs, human trafficking, and fentanyl distribution. Inspired by President Trump’s call to action, the initiative builds on Carr’s anti-gang network, established in 2017, and includes federal partners like the FBI and ICE. Carr highlighted the role of transnational gangs in organized retail theft and illicit activities, citing recent successes like shutting down 35 massage parlors linked to gangs. The effort aims to strengthen partnerships and intensify the fight against violent crime in Georgia. We have opportunities for sponsors to get great engagement on these shows. Call 770.799.6810 for more info. We’ll be right back. Break: INGLES 7 STORY 4: Mt. Bethel Academy to Receive Tax-Free Bonds for Expansion The Development Authority of Cobb County approved up to $50 million in tax-exempt bonds to help Mt. Bethel Christian Academy expand its upper school campus in east Cobb. The project aims to accommodate up to 625 middle and high school students by replacing temporary classrooms with permanent buildings, upgrading athletic facilities, and adding a dining hall. The school plans to move middle grades to the upper campus as its lease for the lower campus ends in 2028. While the bond pricing is pending market conditions, the expansion is expected to create 14-16 jobs in five years, though some board members questioned its alignment with the authority's mission. STORY 5: Kemp signs two tax cut bills Georgia Gov. Brian Kemp signed two tax relief bills on Tax Day. House Bill 111 reduces the state income tax rate from 5.39% to 5.19%, retroactive to the start of the tax year, while House Bill 112 provides one-time rebates: $250 for single filers, $375 for heads of households, and $500 for joint filers. While the rebate bill passed unanimously, Democrats criticized HB 111, arguing it favors higher-income earners. Kemp defended the measures, emphasizing taxpayer control over their money. The signing event, held at the Coca-Cola Roxy Theatre, was attended by state leaders and lawmakers. Break: STORY 6: Marietta Woman Charged with Payroll Theft Claudia Patricia Angulo, a Marietta bookkeeper, is accused of stealing $46,167.68 from Tile Media Properties (The Tile Doctor) between November 2023 and September 2024. According to a Cobb County arrest warrant, Angulo allegedly issued herself around 20 extra payroll deposits via QuickBooks and attempted to conceal the theft by moving records to another computer file. She faces charges of theft by taking (over $1,500) and computer theft but does not currently appear in jail records. STORY 7: UPDATE: Rep. Seabaugh Takes Plea Deal in DUI Case State Rep. Devan Seabaugh pleaded guilty to two misdemeanors—failure to yield to a bicyclist and driving too fast for conditions—stemming from a 2024 car wreck in Atlanta. DUI charges were dropped as part of a plea deal. Seabaugh was fined $2,866, sentenced to 40 hours of community service, and must complete a DUI course, a victim impact panel, and a clinical evaluation. The incident involved Seabaugh driving into an unmarked bike lane, striking a bicycle, and causing minor injuries to the cyclist. Seabaugh denied intoxication, citing a single beer hours prior, and expressed gratitude no one was seriously hurt. We’ll have closing comments after this. Break: COBB SENIOR EXPO_FINAL Signoff- Thanks again for hanging out with us on today’s Marietta Daily Journal Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.mdjonline.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. 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You are setting goals in your business or your personal life; you know what is going to move the needle, but you still find yourself procrastinating. You are not focusing on the right tasks. You are looking for the motivation or drive, and once you get the motivation, then you'll get started, but honestly, how long have you been waiting for this right time in your business or even in your personal life? In today's podcast episode, I'm walking you through a series of questions to find out what one thing you are putting off in your business. The one thing that you know will help you be successful. We are going to dig into the reasons behind your actions, and by the end of this episode, you'll have a good understanding of what you need to do next. 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; it's time for you to stop putting everything before what you really need to get done so that you can start seeing the success you want to achieve in your business and your personal life. 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.
Mike Natividad is Founder at INNO Digital Marketing. INNO Digital Marketing is providing market research and digital marketing solutions for micro, small, and medium enterprises. They do this by providing market insights, especially helpful for enterprises penetrating local markets, and executing a marketing strategy that includes social media management, ads creation, and leads generation.This episode is recorded live at ISAT U KWADRA TBI. ISAT U KWADRA TBI is a startup incubator based in Iloilo Science and Technology University, Iloilo City.In this episode | 00:54 Ano ang INNO Digital Marketing? | 04:22 What problem is being solved? | 13:04 What solution is being provided? | 24:00 What are stories behind the startup? | 47:40 What is the vision? | 50:42 How can listeners find more information?INNO DIGITAL MARKETING | Website: https://www.innodigitalmarketing.com | Facebook: https://facebook.com/InnoDigitalMarketingServicesISAT U KWADRA TBI | Website: https://kwadratbi.tech | Facebook: https://facebook.com/KwadraTBITHIS 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: 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.onlineThis episode is edited by the team at: https://tasharivera.com
As an entrepreneur, you know that every dollar counts, so today we're taking a deep dive into a topic that can save business owners thousands of dollars: deductible business expenses. In this episode, we'll cover what makes an expense deductible, the savings that come with deductions, unexpected deductions, and the importance of bookkeeping. By the end of the episode, you'll have a clear picture of how to make the most of your expenses and keep your money in your business. Episode Highlights Deductible expenses must be ordinary and necessary. Deductions are powerful. Every dollar you deduct reduces your taxable income, directly lowering the amount of taxes you owe. However, in order to deduct a business expense, two key rules must be satisfied: the expense must be ordinary and necessary. To be ordinary, the expense must be common and accepted in your industry, such as a yoga mat for a yoga instructor. To be necessary, the expense must be helpful and appropriate for your business operations. Before you write off something, ask yourself whether a business like yours typically needs this type of expense and does it serve a legitimate business function? If the answer is yes, you may have a deduction on your hands. Don't forget unexpected deductions. While rent and office supplies may come to mind as deductible business expenses, consider whether these unexpected events apply to you: Pet expenses -- If a dog protects your office or warehouse, the dog's food, training, and vet bills may be deductible. Coaching -- Hiring a business coach, taking leadership training, and even going to therapy for stress management related to business all might qualify as expenses needed to run and lead a company. Your home office -- If you have a dedicated space in your home exclusively used for business, you can write off some of your rent, utilities, and internet costs. Marketing and promotions -- Hosting an industry event, running a giveaway, collaborating with influencers, and paying for digital ads all count as deductible expenses as long as they are directly tied to promoting your business. Work-related attire -- Buying branded uniforms or specialized attire for your business are legitimate business expenses. Business retreats -- If you take your team on a business retreat to strategize and improve company culture, that expense could be deductible. Make sure you document the business purpose with an agenda and good notes. Good bookkeeping is just as important as knowing the rules. Without solid record keeping, you might miss valuable deductions or struggle to justify an expense in the event of an audit. Here are some tips to keep your books in order: Separate personal and business finances -- Keeping separate personal and business bank accounts and credit cards makes tracking deductible business expenses much more manageable. Use accounting software -- Accounting software, such as Quickbooks or Wave, can help automate tracking, helping to ensure nothing gets overlooked when tax season rolls around. Save your receipts -- The IRS requires proof of deductions, so keep digital or physical copies of receipts and invoices. Work with a professional -- A professional bookkeeper or accountant can help you keep your financial records accurate and compliant. Resources + Links Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.
Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook GroupQB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Greetings00:24 Overview of Today's Session01:22 Meet the Hosts03:11 Technical Announcements and Challenges05:15 QuickBooks Updates and Features05:57 Polling Question: QuickBooks Versions08:19 Client Access Roles in QuickBooks Online13:09 Migration from Tags to Custom Fields32:27 Introduction to Automatic Matching Transactions33:55 Concerns and Caveats of Auto Matching36:41 Payroll and Tax Payment Enhancements38:28 Intuit Enterprise Suite Updates43:22 QuickBooks Desktop Migration Options52:06 QuickBooks Payments and Revenue Share01:00:28 Handling Write-Offs in QuickBooks Online01:06:08 Conclusion and Upcoming Topics
Join Aaron and the analysts, experienced accountants, certified QuickBooks trainers, members of the QuickBooks Accounting Council and entrepreneurs on QuickBooks Labs, tune in on the first Tuesday of each month!They discuss various topics revolving around QuickBooks Online that benefit both the accountancy community and business owners.Have a question you'd like to ask?Join us live and ask away!Find out more: https://linktr.ee/quickbookslabsBrought to you by the Ask the Accountant Podcast Network: https://linktr.ee/asktheaccountant#QUICKBOOKS #ACCOUNTING #BOOKKEEPING
I wish I had a nickel for every dollar a small business owner wastes on stuff they don't need. If you want a profitable business you need to stop spending money on stuff that really isn't needed. ______ DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
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Bio Moiz Doriwala is a seasoned professional with a diverse background spanning real estate finance, investment, and entrepreneurship .... Growing up in Naperville, Illinois, his interest in real estate was sparked by his father's career as a general contractor and developer. He pursued higher education, earning a Bachelor of Arts degree in Economics from the University of Chicago and an MBA in Finance and Management and Strategy from Northwestern University's Kellogg Graduate School of Management. His early career began in the finance sector with a unique rotational program at Bank One (later JP Morgan Chase), where he gained experience in asset-backed securities trading, commercial loan workouts, leveraged leasing, and even worked in a strategic group under Jamie Dimon. He further honed his investment banking skills in the Financial Sponsor Group of J.P. Morgan Securities in New York, focusing on M&A transactions and various financing activities. In 2005, Mr. Doriwala transitioned to the real estate industry, joining S&R Land Development, LLC in Reston, VA, where he was involved in the development of residential and commercial land. Leveraging his financial acumen and real estate exposure, he later became Vice President of Perseus Realty Capital, LLC, specializing in joint venture equity, preferred equity, and mezzanine financings. In 2008, Mr. Doriwala formed his own umbrella company, Stirling Realty Advisors, LLC, a boutique real estate investment bank that provides financial advisory services, primarily focusing on raising debt and equity capital for real estate developers and operators nationwide. While initially focused on capital raising, Stirling has evolved into a vehicle for his various investment activities. Under the Stirling umbrella, Mr. Doriwala manages and invests in several businesses, including: Bookhill Park: An entity that manages a series of small funds and operates as a finance company, providing opportunistic lending across various industries and geographies Investments in mental health and behavioral health businesses Investments in one off LPs in apartment projects His role as President of Superior Living Foundation Inc., a 501c3 non-profit focused on owning businesses in the healthcare region, such as senior housing and behavioral health facilities1 .... Mr. Doriwala also has experience in the senior housing sector, having served as Treasurer for Meridian Senior Living .... Additionally, he was involved in the mobile home park business for a number of years through BHP, building and eventually exiting a portfolio of parks. Throughout his career, Mr. Doriwala has demonstrated an opportunistic and entrepreneurial approach, building strong relationships and a reputation for his ability to navigate complex transactions and provide creative financial solutions. He values strong partnerships, thorough due diligence, and trusting his instincts in his investment decisions. Show Notes [6:30] Introduction to Moiz Doriwala and his diverse business background. He manages or participates in managing at least three businesses. [7:00] Overview of Sterling Realty Advisors. Formed in 2008 as an umbrella company for advising real estate operators and developers on capital raising (joint venture equity, mezz, preferred equity, debt financing). Now primarily a vehicle for personal and business investment activities. [7:50] Discussion of Sterling as an investor. Investing in individual real estate projects and companies, often as a passive investor or advisor. [8:20] Introduction to Bookhill Park. An entity managed by Moiz, functioning as a finance company providing loans across various industries and geographies, focusing on the borrower and path to repayment. [9:10] Overview of investments in mental health and behavioral health businesses. [9:20] Moiz's role as President of Superior Living Foundation Inc. A 501c3 non-profit focused on owning businesses in the healthcare region (senior housing, behavioral health, substance abuse). [9:55] Moiz shares his origins and early life in Naperville, Illinois. Noteworthy growth of the suburb outside Chicago. [10:40] Influence of his father's career as a general contractor and developer on his early real estate exposure. [11:05] Initial aspirations to be a lawyer but a shift to finance and banking during college at the University of Chicago (Economics). [11:30] First job at Bank One and the unique two-and-a-half-year rotational program with simultaneous part-time MBA at Northwestern Kellogg. [12:15] Rotations at Bank One: Asset-backed securities trading desk, managed assets (commercial loan workout group, including the Safety Clean bankruptcy), leveraged leasing group, and "skunk works" group working directly for Jamie Dimon. [14:30] Rotation in the banks' merger and acquisition (M&A) group. [14:45] Unique aspect of the Bank One program: Obtaining an MBA (paid for by the bank) through evening classes while working full-time. [16:15] Jamie Dimon's arrival at Bank One as CEO during Moiz's time there. [16:30] Merger of Bank One with JP Morgan Chase and Moiz's move to New York to work in the investment bank's financial sponsors group. [16:45] Fond memories of working in JP Morgan's financial sponsor group. Considered a top group on the street with a strong balance sheet and access to private equity firms. [18:40] Decision to leave JP Morgan in 2005 due to his wife's desire to return to the DC area and the demanding hours of investment banking. [19:30] Intense work hours in investment banking: Regularly working 12+ hour days, seven days a week, sometimes sleeping at the office. [20:15] Wife's background in the real estate industry and understanding of the demanding work schedule. [20:20] Opportunity to join his wife's family's business in land development in the growing DC area, prompted by his father-in-law coming out of retirement to help a large home builder. [20:50] Reasons for leaving high finance for land development: Opportunity to learn real estate on someone else's dollar, educational and financial rewards, and the desire to move to DC. [21:30] Eye-opening experience transitioning from Wall Street to land development. Different work hours and the need for patience when dealing with the public sector. [23:15] Realization that residential land development was not the right fit. [23:30] The financial crisis impacting the land development industry. Fortunate timing of selling their last project before the major downturn. [24:25] Pivoting after the financial crisis to Perseus Realty Capital. A brokerage firm focused on financing real estate transactions (joint venture equity, mezzanine, preferred equity). [25:15] Reasons for choosing Perseus over larger national players: Desire for a smaller, newer firm with more control over destiny, having experienced both very large and very small companies. [26:25] Perseus's evolution to PRP real estate and shift from intermediary to asset management. [26:45] Learning curve at Perseus regarding traditional real estate financing. Understanding mortgage financing, mezzanine debt in real estate, and the role of institutional investors and private equity funds. [27:45] Focus on networking and finding new sources of capital for clients at Perseus. [28:50] Most challenging deal at Perseus: A high-rise residential building in Denver during the financial crisis where the senior loan fell through after construction began. [29:30] Securing mezzanine financing for the Denver project with another intermediary bringing in Corus Bank as the senior lender. [30:10] Challenges with Corus after Starwood took over, transitioning from dealing with a bank to an opportunity fund. [31:10] Comparison of the lending environment today (more cautious with lower loan-to-cost, higher rates, stronger covenants) compared to before COVID. [32:30] Overview of Bookhill Park's lending activities. Opportunistic lending beyond just real estate, including first and second mortgages, mezzanine, unsecured and secured loans, asset-based loans, inventory financing, payroll loans to government contractors, and factoring. [33:20] Origin of Bookhill Park's lending business: Helping a government contractor with payroll financing due to challenges with traditional bank lending for new contractors. [34:20] Higher return expectations in Bookhill Park's early lending days (17%+) compared to today (12-15%) due to increased private credit competition. [36:00] Impact of higher generic interest rates versus the decrease in Bookhill Park's targeted returns due to market competition. [36:50] Bookhill Park's patient capital base (personal capital, friends, family, investors) allows for selectivity in deals. [38:10] Evolution of Stirling Realty Advisors post-Perseus, focusing on national JV equity and mezzanine raising with a business partner. [38:50] Strategies for finding clients and investors: Networking at conferences (ULI), cold calling developers, and building relationships. [39:55] Business partner's departure and Moiz continuing as a sole entrepreneur with Stirling, leading to involvement in other businesses through new partnerships. [40:30] Evolution of the senior living business involvement. Initial capital raising for healthcare deals leading to a role at Meridian Senior Living. [41:20] Role as Treasurer at Meridian Senior Living. Initially part-time but became more significant, involving corporate infrastructure and learning the operations-focused nature of the healthcare business. [42:50] Financing structure of Meridian Senior Living: Real estate financed by traditional sources (opportunity funds, REITs) through leases, while operations were primarily financed by the three partners. [43:20] Involvement in raising capital for Meridian. [43:30] Managing banking relationships at Meridian. The partners had existing relationships, but Moiz also brought new ones. [44:20] Growth and evolution of Meridian: Hiring a full-time treasurer and assistant treasurer, and starting ancillary businesses (pharmacies, therapy business). [45:20] Parallel development of Bookhill Park and how relationships from the senior housing business led to healthcare lending deals. [46:00] Bookhill Park's unique lending advantage in the senior housing space: Ability to potentially take over management due to the operating company connection. [46:30] Bookhill Park's partnership with regional banks to do larger "A/B" structure loans, effectively syndicating the "A" piece. [48:30] Mobile home park business (BHP): Parallel investment with a different group of partners, attracted by limited supply and affordable housing characteristics. [50:15] Portfolio size of mobile home parks at its peak. [50:20] Opportunistic investment strategy leading to eventual exits from mobile home park projects. [50:45] Sale of a well-located mobile home park in Maryland after a short ownership period due to a strong offer. [51:30] Institutionalization of the mobile home park space over the last 15 years, leading to increased competition and higher acquisition costs, making current returns less attractive. [52:00] Challenges in the current mobile home park market: Increased broker presence and sellers having unrealistic price expectations. [52:50] Differences between mobile home park and traditional multifamily operations. [53:10] Section 8 in mobile home parks. [53:30] Potential future re-entry into the mobile home park market when institutional capital exits. [54:10] Formation of Superior Living Foundation Inc. (501c3) in 2017 by the principals at Meridian Senior Living to grow their presence in senior housing and healthcare through tax-exempt opportunities. [56:00] Avoiding conflicts of interest between the non-profit and for-profit entities. Independent board for the non-profit making decisions at market rates with multiple operator options. [57:15] Interesting financing assignments: Maritime claim settlement through Bookhill Park, involving learning about maritime law and insurance claims. [59:30] Recent closing of a 14-property skilled nursing portfolio acquisition by Superior Living Foundation. A tax-exempt bond deal with institutional buyers, aimed at growing the foundation's ability to provide healthcare services. [1:01:30] Reflection on John's early prediction of Moiz's success and their collaborative transactions over the years. [1:01:45] Moiz's experience in the ULI mentorship program with John as his mentor. [1:02:30] Value of their ongoing relationship and how it has led to successful introductions and investment opportunities, including a senior housing deal in Florida and multiple investments in a former mentee's multifamily projects. [1:04:40] Advice for young listeners on investment criteria and sponsor selection. Prioritizing the sponsor, location, and the sponsor's financial resources and "skin in the game." [1:07:00] Views on signing recourse loans. Moiz's partner's perspective on the development game. [1:08:00] Not personally willing to act as a co-GP solely for providing a guarantee. [1:08:30] Ability to bring both equity and a guarantor to a deal. [1:08:45] The unique aspect of Moiz's ability to raise capital and bring a group of investors to deals. [1:09:50] Investment philosophy and what sets Moiz apart: Creativity without a fixed "box," focusing on the story and exit, and a commitment to doing what they say they will. [1:12:00] Clarification on partnership structure: While Stirling is his sole business, almost all other ventures involve partnerships. [1:12:30] Importance of having partners to bounce ideas off of. [1:13:00] Time management strategies: Making lists, prioritizing, managing multiple transactions, relying on mental organization, and detailed calendar use. [1:14:20] Financial management: Working with an accountant and using QuickBooks for many entities. [1:15:15] Lean administrative structure. [1:16:00] Personal management of investor payouts for Bookhill Park. [1:16:30] Utilizing technology for tracking investments (example of Colin's investor portal) and the recommendation to invest in such technology. [1:17:00] Limited personal exploration of AI but an interest in future use. [1:17:30] Use of a wealth management firm with strong technology to track personal and investment financials. [1:17:45] Effectively having a "family office" through their wealth management firm's tracking capabilities. [1:18:30] Ensuring his wife knows the location of important financial information. [1:19:00] Challenging trends and unique opportunities in investments and capital markets today: Uncertainty due to government changes, tariffs, and financial market fluctuations. Lending still tough, potential impact of rising unemployment on real estate. Possible positive impact on office sector. [1:20:30] Trends in the senior housing business: Demographic upside ("silver tsunami") but challenges with increasing labor, food, and supply costs not yet matched by rent increases. Impact of stock market and interest rates on affordability. Financing and construction costs remain high. [1:22:00] Dynamics in the skilled nursing space: Reliance on Medicaid with capped payments and potential cuts creating nervousness. [1:23:15] Growth potential in healthcare in general and the role of AI. [1:23:45] Growth potential in the energy business, including passive energy. [1:24:00] Concerns and questions surrounding the office sector: Return to office trends, occupancy rates, and the efficiency of operating buildings with hybrid work models. Impact on retail demand. [1:24:45] Approach to future investments: Remaining opportunistic and open-minded across various sectors, continuing high-quality lending and partnerships, and focusing on good real estate in prime locations. [1:26:00] The unique value of Moiz's diverse experience across institutional finance, small entrepreneurial groups, agency, and principal roles. [1:26:15] Accepting that not all ventures will succeed and the importance of learning from both successes and failures. [1:26:45] Most surprising lessons learned: No guarantees in business or life, and the critical importance of personally verifying key information rather than solely relying on team members or partners. [1:28:30] Advice to his 25-year-old self: Be curious, be patient, be a hustler, slow down (balance opportunism with thorough execution), and be passionate. [1:29:55] Priorities of family, work, and giving back: Family is paramount with a focus on spending time with his children. Strong emphasis on giving back in the education space, both domestically and internationally. [1:30:30] Supporting various educational organizations. [1:31:30] Final question: What would a billboard on the Capitol Beltway say? "Trust your gut." [1:32:00] Reflection on times when trusting his gut paid off and, more significantly, times when ignoring his gut led to negative outcomes. [1:32:20] Accepting missed opportunities without regret. [1:33:20] Thank you and closing remarks. Similar Episodes Brad Olsen Shekar Narasimhan Ken Bacon Willy Walker
Genecio Woo is Founder at The B Academy PH. The B Academy PH is a family tech startup focusing on parenting coaching and support for people requiring special care - transforming the childcare, special needs, and therapy industry in the Philippines. The B Academy PH also provides assessment, screening, and consulting to detect and provide intervention for people with special needs and cognitive disabilities.This episode is recorded live at ISAT U KWADRA TBI. ISAT U KWADRA TBI is a startup incubator based in Iloilo Science and Technology University, Iloilo City.In this episode | 01:48 Ano ang The B Academy PH? | 04:41 What problem is being solved? | 08:55 What solution is being provided? | 26:36 What are stories behind the startup? | 44:20 What is the vision? | 47:24 How can listeners find more information?THE B ACADEMY PH | Website: https://thebacademyph.my.canva.site | Facebook: https://facebook.com/thebacademyphISAT U KWADRA TBI | Website: https://kwadratbi.tech | Facebook: https://facebook.com/KwadraTBITHIS 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: 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.onlineThis episode is edited by the team at: https://tasharivera.com
Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to the Show (00:35) - QuickBooks Online's Chart of Accounts Evolution (02:18) - Reactions to the New Chart of Accounts (04:01) - Renaming Classic Categories (07:33) - GAAP and Custom Chart of Accounts (12:14) - Detail Types and Tax Preparation (17:33) - Managing Opening Balance Equity (21:51) - Undeposited Funds Workflow (25:20) - Reconciliation Discrepancy (27:47) - QuickBooks Online Adjustments (30:32) - The Importance of Numbering Systems (33:59) - Reclassify Tool and Modern Categories (37:21) - Meals and Entertainment Changes (38:52) - Merchant Services and Modern Expenses (43:47) - Final Thoughts and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comAlicia's classes:Chart of Accounts in QBO: http://royl.ws/QBOCOAReconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOCredit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cardsVeronica's class:QBO Paid Diagnostic Review System: http://bit.ly/5mb_diagnostic
Josh Henry is Founder at MyTutor Learning Hub. MyTutor Learning Hub is offering supplemental tutoring services for neurodivergent learners. They now have two tutorial centers (with homey feels) in Iloilo City, and is looking to expand more. They excel in their way of teaching - adjusting well to the way how their students learn.This episode is recorded live at ISAT U KWADRA TBI. ISAT U KWADRA TBI is a startup incubator based in Iloilo Science and Technology University, Iloilo City.In this episode | 01:20 Ano ang MyTutor Learning Hub? | 05:30 What problem is being solved? | 08:34 What solution is being provided? | 20:49 What are stories behind the startup? | 41:43 What is the vision? | 45:49 How can listeners find more information?MYTUTOR LEARNING HUB | Website: https://www.mytutorph.com/landing-page-page | Facebook: https://facebook.com/MyTutorPhilippinesISAT U KWADRA TBI | Website: https://kwadratbi.tech | Facebook: https://facebook.com/KwadraTBITHIS 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: 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.onlineThis episode is edited by the team at: https://tasharivera.com
The April 15th deadline is closing in on us quickly. As a business owner, you have a lot of things you need to take care of, and filing your tax return is probably one of those things you put at the bottom of your list. I get it, I understand how hard it can be, and I've talked to many business owners who dread filing their tax returns. It is something that comes around every year, so you would think it would get easier, but every year the same feelings come up. There are ways you can prepare for your taxes and avoid all those feelings you have. Maybe for you, it is anxiety or dread. For others, it may be confusion or overwhelm. In today's podcast episode, I'm diving in and talking about a conversation I had last week with an entrepreneur that really surprised me. I want to bring this situation up so that if you are feeling the same way this entrepreneur was feeling, I'm hoping I can help shift your perspective and help you make sure you are handling your business in the best way possible when it comes to the upcoming tax deadline. 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, the tax deadline will be here before you know it, and I want to make sure to help you avoid any additional stress and find out how you can avoid those negative feelings when preparing for your tax return. 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.
Businesses around the world rely on accounting software such as Xero, QuickBooks and Sage 50 to grow their businesses. Successful businesses commonly leverage other point solutions outside of accounting for Sales, Purchasing, Services, Manufacturing and Distribution. However, the pain points from manual workarounds and silos of data make it apparent that disjointed systems may limit the company's ability to grow. What do successful businesses do who eventually outgrow their accounting software? On this episode of The ERP Advisor, Shawn Windle, Founder & Managing Principal of ERP Advisors group, advises financial executives on how to take the leap from an accounting and best of breed software environment to a shiny new ERP. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Today's question comes from Melody, and it is all is all about upsells: specifically, how should hosts collect payment for add-ons like early check-in and late checkout?In this episode, we cover:What qualifies as an upsellThe pros and cons of using Airbnb's Resolution CenterAlternatives like Venmo, PayPal, QuickBooks, and property management softwareWhy proper tracking is critical (especially as your team grows)How to keep things easy and professional with tools like Hostfully guidebooksReal host results: thousands in additional revenue from upsells alone!Whether you're using Airbnb, Vrbo, direct booking, or a combination of all three, we'll help you choose the right path for boosting your income—without complicating your systems.Resources mentioned:Get on the waitlist for our next BootcampTry Hostfully Guidebooks3 Genius Ways to Make Your Airbnb Stand Out & Get More Bookings! (YouTube) |Subscribe to our YouTube ChannelMentioned in this episode:Proper Insurance | Book Your Risk Assessment TodayQuiz | Take our quiz to reveal your hosting personality style!Host Checklist | Grab our Airbnb Essentials Checklist and make stocking your Airbnb a breeze – we've got all your hosting needs covered!
Noel del Castillo is Founder and CEO at SeeYouDoc. SeeYouDoc is a digital integrated healthcare platform where anyone can find the medical service they need, book appointments with doctors, do teleconsultations, avail care plans, and more. They also provide tools for doctors and healthcare provider networks to help better manage their professional practice. SeeYouDoc also has an electronic medical record system to help give clinics and hospitals access to medical information of patients and at the same time help retain data privacy.This episode is recorded live at the SeeYouDoc office in Marikina City.SEEYOUDOC | Website: https://seeyoudoc.com | Facebook: https://facebook.com/seeyoudocphTHIS 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: 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.onlineThis episode is edited by the team at: https://tasharivera.com
This episode is brought to you by Cured Nutrition, Fatty15, and Quickbooks. Shaahin Cheyene, a trailblazer in the Amazon industry, is here today to share his unconventional insights into wealth creation and how he generated over $1 BILLION in revenue. His story is one of resilience and creativity, where he challenges the norm by advocating for the power of storytelling and leveraging existing markets over relentless innovation. Shaahin's journey from early struggles to becoming an Amazon expert serves as a testament to the potential of e-commerce as a lucrative avenue. With a focus on multiple income streams and the strategic usage of platforms like Amazon, Shaahin reveals the secrets to building a billion-dollar company while emphasizing the importance of niche selection and the psychological power of storytelling. Follow Shaahin @shaahincheyene Follow Chase @chase_chewning ----- In this episode we discuss... 1. Introduction to Shaahin Cheyene (0:00:00) - Introduction of Shaahin Cheyene, his background, and the theme of the episode focused on e-commerce, storytelling, and wealth creation. 2. Challenging Conventional Wisdom on Innovation (0:01:30) - Shaahin argues that innovation is not the only path to wealth, emphasizing storytelling and leveraging existing markets instead. 3. Importance of Multiple Income Streams (0:04:15) - Discussion on the necessity of having multiple streams of income, with a focus on e-commerce and Amazon as a low-barrier entry point. 4. Shaahin's Entrepreneurial Journey (0:06:45) - Overview of Shaahin's journey from struggles to success in the Amazon industry and generating over $1 billion in revenue. 5. Storytelling and Niche Selection in E-Commerce (0:09:45) - The role of storytelling and choosing the right niche in online business success. 6. Financial Preparedness and Investment Strategies (0:13:30) - Importance of having a financial cushion of at least $10,000 for business ventures and strategies for investing in your own business. 7. The Role of Perceived Value (0:16:00) - How understanding perceived value and reliability can lead to business success, with examples like Starbucks. 8. E-Commerce Complexities and Drop Shipping (0:20:21) - Discussion on the challenges of e-commerce, particularly in drop shipping and the importance of storytelling over product innovation. 9. Consistency and Reliability in Business (0:23:45) - The importance of delivering consistent experiences in business and focusing on strengths rather than out-innovating competitors. 10. Resilience and Learning from Failure (0:27:30) - Personal anecdotes about resilience, learning from failures, and the importance of hard work and realistic financial goals. 11. Investing in Your Own Business (0:32:00) - Why investing in your own business offers more control and potentially higher returns compared to other investments. 12. The Predator-Prey Business Approach (0:36:00) - Encouraging entrepreneurs to strategically understand their competitive landscape and excel within their framework. 13. What Shaahin Learned About Business by Visiting the Amazon (0:42:24) - A personal story about engaging with an uncontacted tribe and lessons on perceived value and decisive business operations. 14. Shaahin's Top Mindsets for Business Growth (0:48:30) - The critical role of mindset in achieving business success and setting ambitious goals. 15. Zoroastrianism and Historical Inspirations (0:52:30) - Drawing inspiration from historical figures and philosophies like Zoroastrianism to emphasize the power of positive thinking. 16. Creating Opportunities Through Informed Decisions (0:57:00) - Importance of making informed decisions and setting goals for doubling investments. 17. The Power of Self-Reflection and Control (1:04:35) - Emphasizing self-awareness, mentorship, and the importance of creating your own luck through hard work. 18. Opportunities for Continued Learning (1:10:00) - Offering you a chance to access Shaahin's free Amazon course. 19. Introduction to 'Dard Zest' (1:16:30) - Exploring the origins of the concept "Dard Zest" and its connection to Aztec practices. 20. EVER FORWARD (1:18:40) - Concluding remarks and how Shaahin lives a life ever forward. ----- Episode resources: Save 20% on the Flow gummies, your all-day energy solution, from Cured Nutrition with code EVERFORWARD. Save an additional 15% on the 90-day starter kit of C15:0 essential fat from Fatty15 with code EVERFORWARD Get 30% off of Quickbooks for six months Learn more about Shaahin here Watch and subscribe on YouTube
What if your next listing appointment helped you build wealth too?
If you aren't getting paid, you might as well be working for free. When was the last time you followed up on past due invoices? Do you even know how much money your business is owed? ______ DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
Jeshua Choong is Founder at carching. Janine Uy is Country Manager at carching. carching is a platform where companies can market their brands and car drivers can earn extra income. This is done by designing participating cars with unique, creative advertisements of the brands. carching is a Malaysian-based startup, now expanding operations in the Philippines.IN THIS EPISODE | 01:13 Ano ang carching? | 02:22 What problem is being solved? | 07:06 What solution is being provided? | 29:35 What are stories behind the startup? | 55:43 What is the vision? | 58:24 How can listeners find more information?CARCHING | Website: https://carching.co | Facebook: https://facebook.com/carching.coTHIS 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: 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.onlineThis episode is edited by the team at: https://tasharivera.com
Paul Pajo is Director & TBI Manager at Benilde HIFI. Alexander Abear is Incubation Management Unit Head at Benilde HIFI.Benilde HIFI DOST-TBI is a startup incubator in College of St. Benilde in Manila. Benilde HIFI is trailblazing Benildean innovation. Supporting startups in the creatives industries, Benilde HIFI is pushing towards social innovation and inclusion. Watch the episode to learn more about the services that Benilde HIFI provides for startups and the story behind the incubator!This episode is recorded live at Benilde HIFI in Manila.IN THIS EPISODE | 01:38 Ano ang Benilde HIFI? | 08:42 What is the story behind the TBI? | 22:25 What services does the TBI provide for startups? | 39:57 Who are notable startups supported by the TBI? | 44:58 How can interested startups join? (after the break) | 50:36 What are future plans for the TBI? | 57:41 How can listeners find more information?BENILDE HIFIWebsite: https://benildehifi.webflow.ioFacebook: https://facebook.com/benildehifiTHIS 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: 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.onlineThis episode is edited by the team at: https://tasharivera.com
This episode is brought to you by Legion Athletics, Quickbooks, and State & Liberty. Ever wondered how to turn a side hustle into a thriving business? Discover the secrets of successful entrepreneurship in our special bonus episode with Andy Carmody, the innovative founder of CS2 from Australia. Andy takes us on a journey through the highs and lows of building a business, from the emotional challenges of letting go of passion projects to embracing the art of "failing forward." We explore his quest for natural solutions to sleep deprivation and gain insights into the distinct entrepreneurial landscapes of Australia and the U.S., with a special focus on the supportive community of Austin, Texas. Tune in to learn how adaptability and a motivated team are crucial in navigating the global business world. Follow Andy @Andy_carmody Follow Chase @chase_chewning ----- In this episode we discuss... 1. Introduction and Welcome (0:00:00 - 0:01:00) - Introduction to Everford Radio and host welcome message. - Brief introduction of special guest Andy Carmody. 2. Andy's Entrepreneurial Journey (0:01:00 - 0:08:00) - Andy shares his journey from Australia to the global market. - Discussing the challenges of pivoting from passion projects. 3. Adapting to Market Demands (0:08:00 - 0:15:00) - Importance of aligning with market demands. - Concept of "failing forward" as a success catalyst. 4. Natural Solutions to Sleep Deprivation (0:15:00 - 0:20:00) - Andy's pursuit of natural remedies for sleep through CS2. - Key ingredients like magnesium and L-theanine. 5. Comparing Entrepreneurial Landscapes: Australia vs. U.S. (0:20:00 - 0:25:00) - Differences in entrepreneurial ecosystems between Australia and cities like Austin, Texas. - Community support and business mindset comparison. 6. Balancing Brand Differentiation and Growth (0:25:00 - 0:33:00) - Strategies for brand differentiation in competitive markets. - The significance of maintaining a small business mindset. 7. Financial Acumen in Entrepreneurship (0:33:00 - 0:37:00) - Managing finances and leveraging modern tools like AI for business operations. - Importance of understanding all business facets before delegating. 8. The Role of Personability in Business Success (0:37:00 - 0:42:00) - The impact of being a personable founder. - Building connections with customers and maintaining authenticity. 9. Modern Tools and Technology in Business (0:42:00 - 0:48:00) - Discussion on using technology for business efficiency. - Balancing delegation with maintaining quality and vision. 10. The Future of Entrepreneurship (0:48:00 - 0:54:00) - The evolving landscape of entrepreneurship. - New challenges and the importance of adaptability. ----- Episode resources: Get 30% off Quickbooks for 6 months Look great and save 15% with code EVERFORWARD at https://www.StateAndLiberty.com Save 20% on your entire first purchase with code EVERFORWARD at https://www.LegionAthletics.com Watch and subscribe on YouTube Learn more at https://www.DrinkCS2.com
Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - The End of QuickBooks Tags (01:48) - Creative Uses of Tags (04:32) - Migration Timelines and Steps (08:05) - Changes to Custom Fields (12:07) - Migration Process Explained (21:38) - Understanding Tag Association with Customers and Vendors (22:06) - Testing Tag Visibility in Transactions and Multiple Tags (23:25) - Running Reports on Tags Before Migration (25:02) - Limitations of Custom Fields in Profit and Loss Reports (27:37) - Reports That Support Custom Fields (30:55) - Custom Fields in API and Spreadsheet Sync (34:17) - Future Enhancements and Roadmap for Custom Fields (34:45) - Tags vs. Classes: A Detailed Comparison (39:40) - Final Thoughts on Tags and Migration Support (41:32) - Upcoming Classes and Contact Information Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comIntuit's Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_USDan's LinksQB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Alicia's Links“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907“QuickBooks Payments” class: Live webinar April 22, recording available afterwardshttp://royl.ws/QB-Payments-CourseSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Send us a textWe tackle the critical but often overlooked task of proper bookkeeping for business owners and share how avoiding common mistakes can save you thousands of dollars and countless headaches. • Bad bookkeeping comes in many forms—from procrastination to incorrect QuickBooks entries• Cleaning up messy books often costs more than starting from scratch• Hiring an inexperienced bookkeeper can be more costly than doing it yourself or contracting an external accountant• Monthly bookkeeping creates visibility into your finances and helps avoid tax surprises• Regular review of financial reports is essential to catch errors before tax filing• Separate business bank accounts are crucial even for simple businesses using spreadsheet accounting• Setting regular calendar appointments for bookkeeping helps maintain financial clarity year-roundCreate 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
Have you ever started something and fizzled out after a few days? I often hear about this when people are starting a diet or a new exercise program, but it isn't only in our personal lives that we might find we are lacking in consistency. Creating habits so that you can remain consistent in whatever you are trying to accomplish will be the key to your success in your business or your personal life. Consistency will keep you on track, and over time, you will see the results no matter what it is that you are aiming to achieve. In today's podcast episode, I'm helping you build your consistency muscle and incorporating tips that will help you maintain your consistency. Many of my clients struggle with consistency, and often, they have self-doubt creep in, which makes it even harder to stick with their original plans to achieve their results. We work together to find balance in their lives and incorporate consistency without all the self-doubt. Are you ready to start being consistent in your business or your personal life so that you can see results like so many of my clients who are consistent are able to see? 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, finding the best action you can take and then taking consistent action on those tasks, will no doubt bring you the success and achievements you are seeking. 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.
Dars Juson is Co-Founder & Creative Director at REPAMANA.REPAMANA is a circular social enterprise based in Quezon City, Philippines, dedicated to repurposing discarded hotel textiles into a variety of products, including ready-to-wear garments and renewed hotel amenities. Founded by creative entrepreneur Darius "Dars" Jireh Juson, along with collaborators Allesandra Gutierrez and Earl Marquez, the initiative addresses the significant environmental impact of textile waste, particularly from the hospitality industry. The brand's name, REPAMANA, reflects its mission: "RE" signifies repurposing, while "PAMANA" is the Filipino word for inheritance, symbolizing the transformation of discarded materials into valuable items that can be cherished across generations. Their debut collection, "Chapter 0: Origins," features elevated pambahay (loungewear) crafted from upcycled hotel bedsheets, emphasizing longevity, versatility, and functionality.This episode is recorded live at Benilde HIFI in Manila.IN THIS EPISODE | 00:46 Ano ang REPAMANA? | 02:56 What problem is being solved? | 08:02 What solution is being provided? | 27:07 What are stories behind the startup? | 45:26 What is the vision? | 51:32 How can listeners find more information?REPAMANA | Facebook | Fund the ProjectBENILDE HIFI | Website | FacebookTHIS 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: 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.onlineThis episode is edited by the team at: https://tasharivera.com
My co-host Tyler Caskey Partner at The BeanCounters and I presented a taster of our quarterly Accounting Tech update podcast at the popular Accounting & Business Expo in Sydney. In this episode, we talk about . . . Big Software Moves: Xero retires classic invoicing and introduces drag/drop bill uploads; QuickBooks enhances Projects and Work area; MYOB adds new reminders; Easy Business adds ABA payroll. ERP & Practice App Upgrades: NetSuite introduces AI-powered “Text Enhanced,” while XonBoard simplifies Xero onboarding—praised as “worth its weight in gold.” Insights & Oversight Tools: Fathom launches Portfolio for client-wide metrics; Dext refreshes its dashboard; Spotlight Reporting pushes ESG advisory via Sustain. Standout Tools & Features: Modano's online budgeting praised, Translucent adds 6 tracking categories & Deferred Revenue App, Karbon expands KPI reporting and integrates Chrome extension. Ecosystem Growth: Sharesight adds Drawdown Risk and improved cost reporting; Fergus integrates with Xero for builders; Workshop Software boosts mobile bookings; EZRentout enhances order pipelines. Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters : https://www.thebeancounters.com.au/ Heather Smith: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting
Wondering where all the money in your business is going and why you have no profit? Be profitable is much easier if you understand some key things about what creates your profit and then what "jobs" your profit has. ______ DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
In this flashback episode, I talk with Daniel Rowe, a CPA and tax attorney from Charlotte, North Carolina, as he shares invaluable insights into financial planning, bookkeeping, and business formation for mental health professionals and other service providers.Key takeaways:Understanding Business Formation: Daniel emphasizes the importance of having tailored advice for forming your business entity, whether it's a PLLC or an S Corp, and why understanding these structures is crucial to your financial health.Bookkeeping Simplified: Daniel discusses the importance of professional bookkeeping and the benefits of integrating tools like QuickBooks and Xero to streamline your financial processes.Proactive Financial Planning: Don't wait until tax season to address your finances. With the right CPA who understands your industry, you can set yourself up for success year-round.If you're a business owner in the mental health or medical field looking for neurodivergent-affirming financial advice, this episode is a must-listen!More about Daniel:Daniel is a CPA and tax attorney who works with people and businesses in the creative and professional services fields. His firm advises large and small businesses that operate in the space of making people feel good, moved - something. This includes a focus on therapists, doctors, coaches, and others who sell their time and their expertise to help improve their clients' lives.Daniel has over 20 years of tax advisory and compliance experience at firms of varying sizes. Prior to forming D.Rowe Tax, he was a tax partner in a Los Angeles-based public accounting firm and legal of-counsel to a Chicago-based law firm. He has authored numerous tax articles and presented tax seminars to thousands of CPAs and tax professionals around the country. Daniel has also taught masters-level tax courses at Loyola Marymount University in Los Angeles and the University of North Carolina, Chapel Hill. His passion for teaching and learning is what sets him apart and allows him to communicate with clients in a way that makes tax law both understandable and manageable.D.Rowe Tax's mission is to make the complicated tax code and legalese more approachable and less stressful, allowing clients to focus on their business of doing meaningful work.Website (updated): droweco.comLinkedIn: linkedin.com/in/drowetax–––––––––––––––––––––***This episode is the 9th of 10 episodes that All Things Private Practice is re-releasing for 2025. Please enjoy, and we'll be back with new content, resources, and guests in a couple of months. –––––––––––––––––––––
SponsorsRightworksSettle - https://uqb.promo/settleAlicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integrations with over a thousand apps.{campaign_start}}(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:55) - Exciting Cleanup Job Success Story (03:51) - ProAdvisor Training Opportunities (06:42) - MailChimp Training and Integration (15:51) - QuickBooks Payments Innovations (20:23) - Third Party Integrations with QuickBooks Payments (24:55) - ProConnect Tax Enhancements (30:34) - QuickBooks Live Expert Assisted Service (36:28) - Upcoming Events and Courses Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comIn the Know hub: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/In the Know's March PPT: https://drive.google.com/file/d/1Lohc4hxizsyC6lzM12T7rTpEAwqlJRuG/view?usp=sharingThe QuickBooks Live Expert Assist Beta Test: https://www.firmofthefuture.com/product-update/test-quickbooks-live-expert-service-tiers/Alicia's “Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907Live webinar April 1, recording available afterwardsMatthew's QB Power Hour webinar: https://www.qbpowerhour.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
This Podcast Is Episode 621, And It's About Transforming Your Construction Team Through Support And Collaboration Being a construction manager and a business owner requires a unique blend of skills and attributes essential for effectively leading a crew. Leadership is at the forefront of this role, as a construction manager must inspire and motivate their team to achieve project goals while maintaining safety and quality standards. This involves clear communication, conflict resolution, and a collaborative team environment. Responsibility is another key element. A construction manager oversees the site's day-to-day operations and bears the weight of financial and legal obligations associated with the business. This includes managing budgets, ensuring compliance with regulations, and maintaining client relationships. Making informed decisions under pressure is crucial, as any misstep can have significant consequences. Handling a problematic construction contractor on a job site can also add to your work challenges, but adopting a proactive and positive approach can help you manage the situation effectively. Here are some strategies to consider: 1. Communication is Key Open lines of communication are essential. Hold regular meetings to discuss progress, challenges, and expectations. Encourage your crew members to voice their concerns and suggestions, which can help foster a collaborative environment. 2. Understand Their Perspective Take time to listen and understand the reasons behind your crew's difficulties. Whether it's workload stress, unclear instructions, or personal issues, knowing the root cause can help you address their concerns more effectively. 3. Set Clear Expectations Ensure that all crew members understand their roles and the project's goals. Clearly defined tasks and responsibilities can reduce confusion and help everyone focus on their objectives. 4. Provide Support Offer help through additional resources, training, or simply being available to answer questions. Showing that you care about their success can boost morale and productivity. 5. Stay Professional Remaining calm and composed is essential, even when tensions rise. Responding to negativity professionally and respectfully can help de-escalate conflicts and maintain a positive work atmosphere. 6. Conflict Resolution When conflicts arise, address them promptly. Use a calm approach to mediate disputes, focusing on finding a solution for everyone involved. Avoid taking sides to maintain fairness. 7. Recognize Achievements Acknowledge your crew's good work, no matter how small the accomplishments may seem. Recognition can boost morale and motivate the team to overcome challenges together. 8. Lead by Example Demonstrate the work ethic and attitude you want to see in your crew. Your leadership style can set the tone for the entire work environment, influencing how the crew interacts and handles difficulties. 9. Be Flexible Construction projects often come with unexpected challenges. Flexibility and openness to adjustments can help you navigate these situations and maintain team morale. 10. Seek Feedback After resolving issues, seek feedback from the crew on the process. This can lead to valuable insights and improvements for future projects. We settled for a different approach. In all our construction companies, we use a process to encourage innovation and optimize production at three specific times during the day: morning, noon, and afternoon. Morning —We provided light snacks, pastries, fruit, bottled water, juice, coffee, and tea. We begin the day by informing the team about the legal requirements and end with a sheet of paper listing the goals for the day for each crew, which the superintendent/foreman/lead person, whatever title you use, keeps in their portfolio. Noon—Lunch is also provided. Each person gives a morning progress report and afternoon target, which are updated on a paper sheet listing the day's goals. Afternoon—Work stops ten minutes before everyone is due to clock out, and everyone gives an afternoon progress report and next-day target, which is updated on a sheet of paper listing the goals for the day. Why Provide Snacks And Meals? Three Reasons - PROFIT! PROFIT! PROFIT! Your construction workers may or may not have a hearty breakfast before coming to work, depending on various factors outside your and their control. Well-fed construction workers produce more work in less time with fewer mistakes, which saves you time and money on labor, materials, warranty work, and other costs. After a few hours of intense construction work, they could be dehydrated. Having burned several calories, their stomachs could be sending essential messages regarding food. This usually results in them slowing down a little bit, costing your company some profit dollars. You should notice steady increases in production because everyone's needs are met, and each member of your crew—Journeymen, Apprentices, and Laborers—has a voice. This fosters a positive atmosphere. Additionally, you can expect substantial increases in innovation as an ongoing process, all while maintaining uninterrupted production. In addition, a successful construction manager and business owner must possess a multifaceted skill set. This includes technical knowledge of construction methods and materials, project management expertise, and a deep understanding of industry regulations. Additionally, proficiency in risk management, scheduling, and resource allocation is vital in navigating the complexities of each project. Adaptability is essential, as construction projects often face unforeseen challenges. A construction manager must be able to think on their feet and adjust plans as necessary to keep projects on track, demanding technical skills and a strong sense of judgment and creativity. Final thoughts The role of a construction manager and business owner is rewarding and demanding. It involves a delicate balance of leadership, responsibility, and diverse skill sets, all of which converge to ensure that projects are completed successfully, on time, and within budget. Leading your crew effectively involves not just managing tasks but inspiring and developing your team to meet project goals while fostering a positive and productive work environment. About The Author: Sharie DeHart, QPA, is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
In this episode of Building Texas Business, I spoke with Mason Brady, founder and president of Brady CFO, about his entrepreneurial journey and the growth of his fractional CFO services firm. Mason shares how he transitioned from corporate CFO to entrepreneur after realizing the strong market demand for part-time CFO support among construction and agriculture businesses. Starting the business while supporting a family of five tested his comfort with risk and uncertainty. His firm now includes five CFOs who help businesses with revenues up to $75 million navigate financial decisions, capital access, and growth strategies. Brady CFO uses a unique team approach, pairing CFOs with analysts to deliver cost-effective services tailored to clients' needs. Recently relocated from California, Mason appreciates Texas's business-friendly environment and central location for serving clients nationwide. He focuses on helping entrepreneurs evolve as leaders while managing their growing companies, particularly in construction and agriculture where many face similar challenges around financial reporting and bonding requirements. SHOW HIGHLIGHTS I introduced Mason Brady, founder and president of Brady CFO, who shared his transition from a corporate CFO to an entrepreneur in the agriculture and construction sectors. Mason discussed the emotional and mental challenges of leaving a stable job, emphasizing the role of faith and family support in his decision-making process. We explored the importance of consistent sales activities for sustaining and growing a business, with Mason recommending that a significant portion of time be dedicated to new business development. Mason detailed Brady CFO's innovative business model, which pairs CFOs with South American financial analysts to optimize client service and provide cost-effective strategic financial services. The conversation included insights into the challenges faced by entrepreneurs in the construction industry, focusing on the transition from skilled professionals to business leaders and the importance of solid financial systems. Mason highlighted the need for effective delegation and trust in leadership roles within agribusiness, discussing the development of middle management and his experiences in Texas. We also talked about the advantages of operating a business in Texas, emphasizing its central location, economic activity, and more minimized regulations compared to other states. LINKSShow Notes Previous Episodes About BoyarMiller About Brady CFO GUESTS Mason BradyAbout Mason TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: Mason, I want to welcome you to Building Texas Business. Thanks for taking the time to come on the podcast, really looking forward to hearing what you have to tell us Awesome. Mason: Thank you, chris, really appreciate this opportunity. Chris: So let's just start introducing yourself to the listeners. Tell us about yourself and about Brady. Mason: CFO self. I'm a husband and father to three little girls, so that's the biggest priority of my life. I was just telling Chris earlier that we celebrated my three-year-old's birthday this past weekend and she had a blast. That did the trampoline and pizza party thing and she had a wonderful Saturday. So that was awesome. And from a more professional perspective, I started Brady CFO about three years ago. Yeah, roughly right around three years ago. That really in just seeing a need in the marketplace that I was a corporate CFO for agribusinesses and I had friends that would reach out and ask for help within their construction or ag businesses. They really just needed some fractional CFO support. That they had an existing accounting team, but that accounting team wasn't really leveling up to help them with the decisions that they need to make, whether it be, you know, hey, we want to buy out our partners, how much should we pay? How should we finance it? Hey, we want to go buy this building. How should we do it? You know, we want to buy out our competitor, or we need help getting access to capital all these multitude of requests that they had. But they certainly didn't need a full-time CFO and so I helped them part-time but really it just kind of exploded on me that within about three months of helping friends on the side, I was making more money on the side than I was in my full-time job and said, oh wow, there's actually a business here to be had, and so eventually decided to go full-time with it, and I've been growing it since then. So now this past weekend we're now a team of five total CFOs. We specialize in the ag and construction segments, and so we serve ag and construction-based companies with revenues up to 75 million and we come in as their part-time CFO, helping them with all the pain points I mentioned that you know. They need to look at potential investment opportunities. They want to bring in partners or buy out partners and want to figure out what's the right way to do that At least finance it. They want to figure out, you know, how to optimize their finances, and so we're the ones that ultimately can help solve those pain points for them. Chris: Very good, yeah, so first I can identify, I have two girls, so I'm a girl dad as well, and no better pleasure in life. And then you know I love hearing that you know this kind of just being entrepreneurial and, I guess, open to opportunities and seeing a gap where you could kind of step in and provide value to clients and small businesses, midsize businesses, and turn that into your own business, which is pretty cool. And I think what all entrepreneurs are kind of looking for right is where can they make a difference? Where's there a gap in the market? And so you said three years ago now tell us a little bit about you. Know. I guess you kind of had it going on the side, and that's not uncommon. Some entrepreneurs will say I kind of had a job and then I was doing this kind of side hustle and then that just kind of exploded. What was it like, I guess, to to go through the process mentally and emotionally, to go I'm going to leave the stable corporate job to kind of, you know, branch out on my own, because a lot of people are probably stuck, scared to make that decision. Let's talk a little bit about your process and what you might offer. Some advice to others who may be listening. Mason: Yeah, I think the path of me becoming a full-time entrepreneur it has been more of an emotional roller coaster of learning how to deal with fear and risk and being comfortable with it. You know, of living in a state of being comfortable with knowing that you're really not in control, which none of us are anyways, even in a W2 job, right, none of us are really in control, but there's some false sense of security that exists in a W2 job and you know, and just reckoning with that in your own heart. As to you know what that looks like. And yeah, it certainly was scary for me to have three young children and my wife doesn't work. I am the breadwinner, my wife is a stay-at-home mom and we generally wanted to maintain that lifestyle, just to be able to take care of our girls in that way. And so it definitely. Yeah, it was on my back, right, but you know, I say this, my, my personal faith is important to me, and so, you know, inherently I kind of knew that it wasn't all in my back, but yet at the same time, you know, as human nature is, we want to try to control things, and so it was scary, but I saw that the door was opening for me. It wasn't on my own, you know, doing that, obviously, I worked hard, but the door had opened to me that I'd personally prayed and I said, hey, if this is the path I'm supposed to go, it's going to be clear when you know, the answer to that was really clear when I started actually making more money on the side and I had more booked revenue than I did in my full-time job and said, okay, there's obviously something here that it's not. Like I have this little launch period where all of a sudden, I'm going to do a dip in income and try to figure it out. It's like, no, I've literally fully replaced the income and then some, I think we're good to go here, and so that was easier. Not everybody has that opportunity but, yeah, for me personally, it certainly was becoming comfortable with risk. That you know, that has been the journey over the past three years, and I think every entrepreneur is a bit on that journey of as an entrepreneur, you have to be comfortable with taking risk in a bigger way. That you know, especially, I come from an accounting background. Right, I'm a. You know, I was a CFO by trade, that I'm known for risk-taking. No, we generally are conservative decision-makers right, and I had to get comfortable with just, it's okay, get comfortable with fear. That's when the greatest growth happens. And you know, I heard somebody else like you and I are going to do a podcast swap. I heard somebody else say that you know, wealth is managed and conserved via diversification. Wealth is built when you go all in. You know and and it was like okay, well, if that's true, you know. Then I got to go all in and know that I got to go all in and that I'm burning the ships, and you know and just be comfortable with that. And so I began. That wasn't like a day one decision for me. I had to incrementally overcome some things to at that, but it was definitely a huge leap for me of doing that. But I would say to most people that you know it's going to end up being okay that you know all the fears that are in your head for something else. That's better because, as a result of that failure, that if you are good at what you do generally, it'll work out. Chris: Yeah, yeah, I mean it said you know, I guess, succinctly have faith in yourself, right, that you can do the job. The other thing I like about what I heard you say there was it's very rare for someone speaking of entrepreneurs, it's very rare for an entrepreneur to have it all figured out, to not be or be immune to risk, immune to the fear of taking the risk, right, that's the unicorn. The reality is that Almost every entrepreneur shares those fears. They may not want to talk about it until they've done it and then they can talk about it, but you're going to be scared, you're going to have some uncertainty and you're going to grow along with the process. Story may be told different ways of I wasn't sure, but I believed. Or if I didn't try it now, I never would. Mason: And who I was when I started as a business owner and leader versus who I am today is very different because we all evolve, so I think what I would tell entrepreneurs is even though you feel like you're alone, you're not. Chris: Many that have come before. You felt the same way. Yeah, and I would just encourage you're not right, many that have come before you felt the same way. Mason: Yeah, and I would just encourage there's not really a perfect time to start a business that people think, oh, like, at this age, I'll do it when the kids are out of school, or whatever the case is I actually advocate that. I, you know, being the breadwinner of my family, you know, and having, you know, three little kids to take care of it was a higher level of risk, right? Like I didn't have a safety net and that meant the decision-making that I was going to make I was going to focus on the top, like if I had to look at my calendar, I was going to focus on the top strategic priorities that were actually going to deliver a result for my time. Like I wasn't going to mess around because I didn't have the safety net, and so you know, the success of the business I think, has been built upon that. As to making the right decisions, because I didn't have any spare, you know, wiggle room in there for making a wrong one Right, and some of that's luck, some of it is just prioritizing time. I think that mentally we can get in our own way and so I encourage anybody, any listener, that there's no just because you can have a safety net later on in life or it can feel more comfortable. Sometimes entrepreneurship is pretty hard and to make the right decisions is pretty hard. Sometimes, when your back is against the wall, that's the most strategic, opportune time to actually do something, because your ability to fight your way out of that is actually better. Chris: It's really good. Let's go a little deeper on that, because I think you touched on something I think is so important, especially for someone that's starting out in a new business, and the one thing you hear almost universally is you're wearing many hats right in those early days and to your point, where you spend your time doing to make sure you are prioritizing your time in the right ways versus being distracted on the wrong things. Mason: Yep, I would say in any business starting out, I mean, making sure that you have tractions in your sales is critically important and you have to try to drive repetitive repeat sales. That and in order to do that's not just going to fall in your lap, you actually have to take action in doing that. And to the conclusion that I was going to have a weekly set of sales activities that I was going to do and that meant that you know whether it was activities on LinkedIn, whether it was people I was going to meet, who I was going to meet and making sure I was meeting with the right people and saying no to the wrong people. But I was going to commit to a consistent set of actions every week that I was going to prioritize, because even if I had book client work that you know could sustain me revenue wise, that can dry up Right. And so I never wanted to be in a position where, okay, we know that's going to dry up at some point and we don't have a solution to it, or we're going to have this big gap period, like it literally is when you're starting a business always be selling literally and make it a part of a routine, and I think for many people that are somewhat the artisan like, they're going and providing a service. So, whether it could be you know accounting or CFO work, it can be plumbers, it can be you know roofers. They may love doing the operational work themselves or that's what they're good at, and it's really easily mentally to go do what you're good at because that's what you're comfortable with. It's human nature, right, it's human nature. But sales is hard, regardless of whether you have a sales background or not. Sales is hard because you're putting yourself in uncomfortable situations where you're going to get told no, you're going to get told you're going to get rejected, and that is hard but it becomes easier through repetition and through repetition you're going to be able to define things better. You're not going to start perfect and just understand that. You're going to find your niche better. You're going to find who should I talk to better. Where am I going to get the greatest ROI for my time? But create a set of weekly activities I'd say, especially for somebody just starting out, that really needs to represent close to 40 to 50% of your time. Honestly, it needs to. You need to be making at least 40% of your calendar focused on new business development activities and just create that pipeline that's always flowing. And if you do that at least for me, that was a great success. Factor is just trying to implement that. Finally, and I think most people would agree, that is the way that you keep things rolling. Chris: Yeah, thank you for that. So let's talk a little bit about innovation, because you started out on your own. You said you now got five CFOs. How are you using technology or what are you doing to kind of be innovative, to kind of drive your business and grow it? Yeah, I would say. Mason: I mean, we're not heavy technology users in the sense of, yeah, like, we do use technology, but we're not necessarily taking technology to drive where we want to go and how we provide our services. I mean, I do think that there's opportunities in the space of AI to improve what we do 100%. I think what we're a bit unique in is you'll find out there and I think innovation can just come from seeing one way that everybody does something and trying to do it a different way. And I always worked for agribusiness firms that were always low margin and so from an overhead standpoint, you couldn't really staff up in a big way because you know, you didn't know when your next crop was going to, you know when you're going to have a hailstorm that was going to knock out your next crop, and you know and so you had to maintain a really lean overhead at all times. And just through a personal you know aspect my wife is from Chile, I've worked in South America, I can speak Spanish and all that, so I would actually contract, you know, a financial analyst and accountants out of South America, and I did that in corporate where, when I needed project support that I would go secure people from South America and I'd have them help me build financial models when I needed time to focus on other strategic objectives, and I would have them do that on my behalf rather than me getting stuck in Excel analysis and so like. Within our business you'll find a lot of fractional CFO firms where you're kind of you're buying the person of the fractional CFO themselves, you're buying the person, and we have a unique team approach to where every CFO is paired with an analyst and that way in our pricing we can deliver it at a more cost-effective rate to our clients. That ag and construction aren't historically, you know, high margin industries and so that way we can be most cost-effective and be value adding for the client. But we have a unique model in which the analyst does a lot of the Excel analysis, financial analysis work on behalf of the CFO, so the CFO can go actually work on strategic objectives with the client versus being stuck in financial analysis all day. And at least for us, that's what innovation looks like and we're driving that further in regards to setting up systematic ways that we deliver our services and rather than it just being that, hey, you're buying a person for an hourly rate, which I feel like a lot of our competitors do. We're trying to set up a systematic way that we deliver the services, along with a team approach, and that way it just it creates the greatest value add for the client. And so there's not a lot of technology in there, but we're just doing it different. That we feel like is, you know, it's all meant to be valuable to better fit our clients ultimately. Advert: Hello friends, this is Chris Hanslick, your Building Texas business host. Did you know that Boyer Miller, the producer of this podcast, is a business law firm that works with entrepreneurs, corporations and business leaders? Our team of attorneys serve as strategic partners to businesses by providing legal guidance to organizations of all sizes. Get to know the firm at boyermillercom. And thanks for listening to the show. Chris:Yeah, so, like I said, you know, I agree I don't think innovation has to be wow always, but just maybe slightly different. Sounds like what you're talking about more is a value proposition, right, and that you're really getting a little team here or not just one person. I can see where that would be different and important to your clients. So you're in Houston. Let's talk a little bit about the advantages you see of being a business maybe not just in Houston, but in Texas the advantages that you think that's brought to you and how you're trying to capitalize on those. Mason: Yeah, so I think I should start a little bit backwards. Originally from California, so I'm one of those statistics right that I moved the business to Texas. I literally picked up my LLC and I converted it to a Texas based LLC. So I'm all in on this. Chris: Welcome. We have, man. We have done so many conversions of California LLCs to Texas LLCs since 2020. Mason: It is crazy, yeah, it's real Still have family in California. We still have many clients in California. There's a lot of ag in California construction as well that we will continue to serve. That still believe that while the state is difficult to operate a business in, that also creates opportunities because there will be people that leave and yet there's still demand for those services and those products and goods. So yeah, for me being in Houston it's really actually great because this is a booming state in terms of its economic activity, especially on the construction side of things. But from an ag standpoint too, it can be a little bit tough not to be, you know, in the ag segments that we serve. You know where we're being able to go out to the ranches and the citrus groves and all that and then the farms themselves on a regular basis in Houston. The fact that we can serve clients in California, go hop on a plane, get out to Fresno, california really quickly, but at the same point in time there's a ton of ag in Florida, georgia and we can go hop to those areas. We happen to work with a lot of fresh produce clients and fresh produce distributors and so those are all over. But the fact that Texas is a central point and has a lot of economic activity where a lot of those goods and services are coming in, and so, while may not necessarily be that all the products and goods are grown here, the distribution of them is happening in a very significant way here, and so the fact that this state is so central to everything, it's just, yeah, it's been actually a blessing, because if I was all the way in California and I wanted to go to a trade show all the way, you know in Georgia, you know that whole lag of time in between, you know travel time and just killing a day worth of travel, et cetera, et cetera, when right now, I can get to most places within two and a half hours. You know the United States, and that's a beautiful thing in terms of building relationships and being on site and the fact that, yeah, the Texas economy is booming. Nonetheless, that you know it's real here, yeah, it's. We actually had one of our CFOs that moved from California to Oklahoma and he just said, yeah, it's amazing, just the lack of I shouldn't say lack, but the more minimized regulation by comparison to other states, and how it just creates additional business opportunities. It's a wonderful blessing. So it's great for us and, yeah, allows us to be centralized, but at the same point, yeah, it allows us to work with Texas and the clients all over too. Chris: Right, you mentioned, I guess, one of the CFOs that you brought on. How are you going about evaluating whether these additional CFOs align with your vision of the company and can, not just from performance but from your ethical standards, which you obviously led with in the very beginning of our conversation? So what are you doing to kind of vet these people out, to make sure you're making the best decision you can and bringing them on board? Yep. Mason: We definitely, through our hiring process we do a very significant case study approach and even in the person's background we want to see that they're. You know, for me it's a personal choice to each person building their own practice or firm in this way. If the background is heavy public accounting, you know that they work for a CPA firm for most of their life. It's probably not a fit for us, because we actually want to make sure that we get people that have been operators inside a business that have experience helping to deal with the issues of whether it be a family transition. You know growing a business and you know wearing many hats, because it's rare that if you have a full-time job in a $20 million revenue business that you're not going to be doing you're going to be doing multiple things, I should say, and you know. And so we want to see that they have operator experience in that regards. But we put them through some significant case studies to really evaluate, because it's unique that many of the business owners that we're working with we say that we work with businesses up to 75 million in total aggregate revenues, because we find that's a perfect segment where they can really use a part-time CFO. They don't quite need a full-timer yet. They can use a part-time on a reoccurring basis. But what's interesting is we're watching the evolution of the entrepreneur themselves as well, or the founder. I got to tell a little bit of my story but even though that they have the CEO title, they're not quite fulfilling that CEO role fully and we're helping them navigate that and there's a lot of emotional rollercoaster that goes with that and so we actually evaluate. We just did interviews with two construction-focused CFOs and that's another part of it too is we wanna see deep industry experience within the industries we serve. But we ask them that, hey, if you were faced with this similar issue we just worked through with a previous client where it's a husband-wife team and we literally just saw the husband wife get in a fight with each other over you know, something they're talking about in the business. We say, how would you handle this? And we want to hear how they would handle the emotional aspects of it from an empathetic standpoint, like, can you actually navigate that as a leader and still come out, you know, on the right way, that you're not going to be overly technical about it. You're going to help them, you know, relationally, work through it and help them move in the right direction, see the bigger picture. And so that's a lot of how we're doing it, that we are working with clients where, again, there's just emotional dynamics, where we're seeing that the entrepreneur themselves is having to evolve in a very significant way. They are not some major corporate CEO, they wouldn't tell you that they are. They're evolving as a person and so being there with them through that evolution and kind of helping to almost be somewhat of a guiding coach too, is what we see in our role and you know that's what we're looking for in our people that they can help do that too and help navigate sticky situations. Chris: Well, very similar kind of parallel seats that we sit in, cause we I find myself in very similar times with a lot of our clients where, you're right, they're evolving through the process, as I mentioned, and they were really good probably at sales or something with an idea, but they all of a sudden have a CEO title and helping them along that journey and whether that's eventually getting a good operator underneath them to really run the business so they can focus on what they you know they enjoy doing the most that made the business successful. Those are fun places to be, to kind of be an extension of that team. Right, let's talk a little bit about your clients. I mean what you know, what are some of the things you're helping them through, some of the challenges. You're seeing any kind of trends of where people are. You know, maybe, what are they excited about, what are they concerned about? You know, how are you helping them kind of navigate through both of those emotions? Mason: Yeah, I like to tell this story because literally you can insert the name and this more specifically applies to, like our construction clients, but you can insert any one of our client names in here and it literally is the same situation. This is the trend that we see. That you know, joe started a construction business that he was. He started general contracting business. He was a project manager for another big general contractor in town felt like, hey, I can do this on my own, I want to go do this on my own. He got the licenses and started bidding on some work and started winning the work and started, you know, actually managing the projects, working with the subcontractors, et cetera, you know, fulfilling the, you know all the work requirements for the job and kept growing. You know, eventually hired some PMs underneath him to handle some additional jobs, but knew that he needed to take care of accounting and so he's got QuickBooks and you know he's heard stories. But he needs somebody that he can trust to handle the day-to-day transactional entry and that he's got to keep things lean. So he asked his wife, his mom, his sister, his aunt, somebody that generally has some knowledge of QuickBooks and coding transactions. He asked him to take care of his books and he can do that for a couple of, a few years and then all of a sudden say Joe, you know, he gets this opportunity at the university or this big hospital, that this big remodel project where he can put his banner up. Everybody can know it's his brand that's doing this work and it can be a real showcase project. And he goes to bonding. He goes to his bonding agent to you know, make sure they can be bonded for the job, and wants to put a bid and proposal forward on it. And the buying company says no way, absolutely not put a bid and proposal forward on it. And the buying company says no way, absolutely not One. The financial reports that you give us show that you are an absolute financial mess. Whenever we ask for those financial reports, you send them two to three months later, so we never get anything on time. And when you actually do send them, the quality of them not just from a financial performance standpoint but your accounting standards and your record keeping is absolute junk. Like we can't really tell what's going on underneath the hood here, but of the little that we can tell, you're not doing that great. Insert Brady, cfo, we help to make sure that you know you are never denied by bonding again, that when you want to go pursue that high profile job, we make sure that you get the yes, and that's done through various ways that we make sure that you do have liquidity, so, whether that's working with banks or other you know capital providers, to make sure that, hey, we get you liquidity so that the bonding companies will like that you have a little bit of backup. But then, yeah, we're navigating that. How do we get your accounting in good order to actually that it's in a useful state? And then how do we optimize your financial performance to where, whoever's provided that capital, we can make sure that there's a good ROI on that too whether you're having to pay down debt, can you actually pay down the debt, et cetera, et cetera. But through that process we're seeing a significant trend that a lot of construction companies right around 15, 20 million mark they're going through an ERP implementation, as an example, just to get their accounting records in a good state, and we're helping to navigate that. We don't like to be deep within the accounting itself, but we certainly serve it because we understand it's a means to an end that once we have good financial records and we make sure that there's some liquidity in place. Then we're talking about, okay, where do we want this business to strategically go, that this is a $15 million business now, but how do we make this a $50 million business? And then how do we make it a hundred million dollar business? And we're creating these long-term plans with the ownership to do that. And so that story I told about Joe though literally you can insert several of our client different names in that and that is the consistent theme across the board. And we find that when we bring that up in a sales call too, that is usually what's being seen for most of our clients that we work with. Chris: That's what's keeping them up at night and again. And when you solve that problem right then, now you have a client for life. Yep, Yep, that's great. That's the goal. Let's talk just a little bit about leadership. How would you describe your leadership style and how do you think it's kind of evolved over time? Mason: Yeah, especially as an entrepreneur, I would say that like I have a visionary side to me and that is important, that I think every entrepreneur has to have that visionary kind of fulfillment and believing in what's possible and what can be created. But at the same point in time you still have to put in the operator mode at times, right, like you just have to get stuff done. And that aspect of learning to delegate, I mean I was a corporate CFO so I had teams of people. But again, in an agribusiness environment you're running lean, and so usually what you see in an agribusiness environment is that you have these C-suite leaders or these VPs that they're excellent, but then generally there's not a good layer of middle management below that. That it's basically you have a variety of accounting assistants and they're all rolling up and with the intention that, yeah, you're keeping your labor and your overhead costs low, you know, and so you have one kind of rain maker up at top, but then you have a lot of people that need a lot of additional skill and development reporting into you, and so naturally you're kind of having to manage and keep the reins pretty tight. Right that you're having to be a little bit more controlling to make sure that things are going well and within this business. On the other hand, we're managing other CFOs right Like we're managing, you know, highly qualified people and coming to the conclusion that, yeah, I don't need to be involved in as much. Right Like I. It's important to trust but verify. But you have to be really good at delegating. But delegating doesn't mean you show them once and then you hand it off and expect why didn't that not get done a month later? Why did it not get done the way I wanted it to? To me. Getting really good at delegation I've had to evolve at this is, you know, spend some time with them, show them, make sure that it's being done over the course of a couple of weeks or a couple of months correctly, and then you're good to go and you can leave it and you can touch base and say you're accountable to this. Now I've given you all the training. You know what to do. Be careful about just giving somebody something and expecting that it's going to be done the way that you want it to be done. That's hardly ever the way it works. But you got to be really good at delegating and getting things off your plate as quickly as possible, right. Chris: Yep, very true, very true, let's. Let's try a little bit, since you're new to Texas, places you've gone, experiences you've had since coming to Texas that stand out in your mind. Mason: Yeah, I mean I just the generally friendly nature of people. I mean it's a part of the reason that we love living here and that we wanted to move here is, you know, you walk down the streets and people just say hi, and that doesn't necessarily exist in other states, where people are friendly and just say hi. And we got to be. You know, we got to witness or experience our first hurricane last summer and I couldn't believe the resiliency of people where I mean, yeah, the day after the hurricane people still had to work. Oh, like you go into Barnes and Noble and like people are literally plugging their laptop into the corner little, you know. You know electrical outlet and making sure that they could still get work done and send emails that day, like you're just back at it. And the nature of that type of stuff happens here so often that you know from California, yeah, you get wildfires there's that's a whole nother story of how it can be managed or not but you get wildfires but you don't really get natural disasters that just kind of come and, you know, uproot your life for a bit, but they happen so often in Texas has such, you know, crazy, you know up and down weather people's resiliency. It's pretty amazing in Texas of just yep, we had that terrible storm yesterday. Well, we're back at it tomorrow, you know, and it's just. This is life and we got to get back to it and, yeah, I think the friendliness and people's resiliency here is is a pretty, pretty big thing that we've noticed. Yeah, that's great. I love that perspective. Chris: I think those of us that have been here our whole life maybe lose sight of that sometimes. But yeah, it's good to get that perspective from you. So again, new to the area. But I ask everyone this so it'll be good, because you're kind of a guinea pig or fresh in this, do you? Mason: since getting here is your tex-mex or barbecue tex-mex yeah, that I do love good barbecue, but tex-mex I. We have all kinds of mexican food in california, right. I mean, I think the population in california is good 60 to 70 percent hispanic but tex-mex has a different, unique flavor to it that I grew up on mexican food. Because of that growing up where I did, yeah, and yeah, it's kind of natural to make that migration, I love it. So, yeah, I love a good queso. Chris: Oh man, I have it for my own heart. Yes, okay, well, yeah, really appreciate the time. Mason, love hearing your story and where you're taking this business. I definitely agree. There's a lot of opportunity for the type of services that you're providing, because there's a ton of companies that fit within that space. Again, I know that because that's part of the market we serve in, that kind of middle market there. So congratulations on taking the risk. How it's going so far? Mason: Yeah, no, I just appreciate being able to come on here, chris, and talk with you. It's fun to come and share the story. But, yeah, I just appreciate the opportunity to share with your audience as well. Chris: Well, that's great. Well, we enjoyed having you on and I look forward to seeing you soon. Take care, that's good, awesome. Mason: Thanks, chris. Have a good one. Outro And there we have it Another great episode. Don't forget to check out the show notes at boyermillercom forward slash podcast and you can find out more about all the ways our firm can help you at boyermillercom. That's it for this episode. Have a great week and we'll talk to you next time. Special Guest: Mason Brady.
Have you ever wondered what success is and how you will know when you have reached it? Understanding what success means to you is the only way you will ever know when you have reached success in your business or your personal life. In today's podcast episode, I will help you define what achieving success in your business and your personal life will look like. There isn't a simple answer when it comes to success. You want to make sure you are thinking about different areas in your business and your personal life, and after today's podcast episode, you'll be able to know exactly when you've reached success. It doesn't have to be complicated, but with a little planning, you'll be able to see the path you are on that's leading you to the success you have defined for yourself and your business. My one-on-one clients go through this process, and together, we can pinpoint exactly how they define their success and know exactly when they have reached success in their business and personal lives. 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 some time to define what success means to you, as well as creating a plan for you to reach that success will help you ensure you are able to celebrate your success instead of being on a path where you consistently desire achieving success but never seem to reach the success you so strongly desire to achieve. 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.
Eric Broughton, co-owner and tax department lead at Busy Bee Advisors, brings a unique and engaging approach to the often-daunting world of taxes. Far from the stereotypical tax professional, Eric prioritizes building genuine connections with his clients, striving to understand their individual financial landscapes. His primary objective is to ensure clients pay only their fair share, leveraging his deep understanding of the tax code to develop personalized strategies that maximize legal savings. His problem-solving acumen, honed from a lifelong passion for gaming, translates directly into his professional approach. Eric meticulously analyzes complex tax situations, seeking innovative solutions to optimize his clients' financial outcomes. Working alongside his wife and business partner, Melissa, Eric fosters a collaborative and supportive environment at Busy Bee Advisors. This dynamic partnership, combined with Eric's innate ability to connect with people, has been instrumental in the firm's success. Busy Bee Advisors, under the leadership of Eric and Melissa, is a comprehensive financial services firm dedicated to empowering small business owners. With over two decades of combined bookkeeping and tax experience, the team offers a wide range of services, including tax strategy, bookkeeping, accounting, and QuickBooks expertise. Their mission is to provide clients with financial clarity and reduce their tax burdens, aiming for savings of 30% or more. Eric's personal life further enriches his professional perspective. A Northern California native, he values family and finds joy in spending time with his loved ones. He also proudly supports his eldest son, a US Marine. This blend of professional expertise and personal connection underscores Eric's commitment to providing clients with not only expert tax advice but also a supportive and understanding partnership. For More Info: https://busybeeadvisors.com/
What happens when a failed musician turns into a SaaS sales powerhouse? In this episode of SaaS Fuel, Jeff Mains sits down with Collin Stewart, CEO of Predictable Revenue and host of the Predictable Revenue Podcast. Collin shares raw, real stories from his journey—including early startup failures, the brutal truth about product-market fit, and what founders get wrong when scaling too fast.We dive deep into customer development, outbound sales strategies, and how AI is shaping the future of SaaS. Whether you're pre-revenue or pushing past $10M ARR, this episode will sharpen your go-to-market strategy and help you build a predictable, scalable revenue engine.Key Takeaways00:00 - The harsh truth about product-market fit02:00 - Why customer validation is key to success04:00 - Meet Colin Stewart: failed musician to SaaS leader07:00 - Early startup mistakes and lessons learned12:30 - The danger of scaling before understanding your customer16:00 - Why niching down beats going broad21:00 - How to leave bias out of customer interviews26:30 - Why founders get go-to-market strategy backwards30:30 - Introducing Champion Leadership Group34:00 - Signs you're not ready to scale39:00 - The Market Fit Matrix explained44:00 - What makes outbound actually work47:00 - The real reason AI SDR tools fall short51:00 - Where SaaS sales is headed with AI56:00 - Why AI won't kill sales—it will upgrade it58:00 - Where to find Colin + free founder resourcesTweetable Quotes“The biggest mistake founders make? Scaling before they really understand their customers.” — Colin Stewart“AI won't kill sales—it'll just kill bad sales processes.” — Collin Stewart“Customer interviews aren't for validation. They're for revelation.” — Jeff Mains“You don't need perfect messaging if you have the perfect list.” — Collin Stewart“Most teams are doomed or blessed before they're even built—because of strategy.” — Collin Stewart“SaaS isn't about growth hacks. It's about solving real pain for real people.” — Jeff MainsSaaS Leadership Lessons"Strong product-market fit is a spectrum" – You might not be at zero; you just need to strengthen your understanding of the customer.Scaling before validation is a costly mistake – Don't throw gas on a fire that's not even lit yet.Customer discovery is not for confirmation – Go in with curiosity, not to validate what you already believe.Your ICP needs laser-focus – “Accountants” isn't narrow enough. Be specific: left-handed accountants using QuickBooks.Build strategy before team or tools – Most sales orgs fail due to poor upfront go-to-market planning, not bad reps.AI can supercharge sales—but only if your fundamentals are solid – Garbage data and vague targeting make even the smartest tools useless.Guest ResourcesEmail - collin@predictablerevenue.comWebsite - https://predictablerevenue.com/Linkedin - https://www.linkedin.com/in/collinstewart/Episode SponsorSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code...
In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice. The conversation reveals the psychological tug-of-war many advisors experience—feeling they should handle their own books while simultaneously drowning in tasks that pull them away from revenue-generating activities. Duff expertly dismantles common objections around security concerns and the "I can do it myself" mentality that keeps advisors chained to QuickBooks instead of meeting with clients. From the initial investment in training to the exponential returns of reclaimed time and reduced stress, Matt and Duff make a compelling case that professional bookkeeping isn't just an expense—it's a strategic growth decision. As they note, once advisors taste the freedom of delegation, they rarely turn back. Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucke [Episode 301] Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Duff Tucker: LinkedIn | Website - Text RIA to 55123 to access BELAY's resources on delegation and to connect for your free delegation consultation.
You know what you need to do, but just can't seem to get the motivation to do it. The problem is probably due to not knowing your WHY. Or your WHY just isn't big enough. Happens to me, all of the time. This book is great to learn more on finding your WHY: Start with WHY by Simon Sinek: https://amzn.to/4kR7P8V ______ DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
In This Episode Banking executives, your business customers aren't leaving you for another bank—they're leaving banking altogether— at least partially. For now. As a part of our “Unbreak the Bank” series we dissect the most significant existential threat to community financial institutions since the 2008 crisis: the systematic extraction of business banking services into everyday business software. Community banks are hemorrhaging 12-18% of operational deposits annually to companies that don't even consider themselves “banks”, and they're moving upmarket. The competitive battlefield has shifted, and “relationship banking” is not enough to compete. Customers are integrating business solutions into their daily workflow, and banks risks being shut out altogether. Discover why the future isn't about being the best business bank – it's about being a relevant layer in the best business experience. Fintech Takes founder Alex Johnson and Velocita founder Barb MacLean join host JP Nicols to reveal how embedded lending is systematically dismantling banking relationships as Quickbooks, Square, Toast, and others integrate financial services directly into business workflows, and explore some options for how banks can respond. https://youtu.be/FV5wUyhng6c?si=KpsHDtG0V4rRXSWt
Molly Ruland stops by to explain how she started a branded podcast that brought in so many clients from season one that she had to pause it. For Molly, it is all about starting and building relationships with her guests. By conducting targeted outreach, she added 500 marketing people to her LinkedIn network, improving the relevance of her feed.When it comes to SEO, AI is interesting, but she advises against using "podcast lingo" and emojis in podcast show notes and metadata. Instead, she recommends focusing on using relevant keywords. We should be advising AI to use relevant keywords in our descriptions and have it use the AIDA approach.Takeaways: Molly Ruland emphasizes that authentic podcasting is about being yourself and not just a sales pitch. Building relationships through your podcast can lead to business opportunities without being pushy about it. SEO isn't just a buzzword; optimizing your podcast content can help increase its visibility and attract the right audience. Don't just focus on the numbers; create meaningful connections with your guests and audience. Because of My Podcast: Ralph Estep JrRalph has been an accountant for 30 years. Because of his podcast, Intuit approached him to share and teach about the experience of moving from local copies of their software (Quickbooks and others) to the web-based version. Check out Ralph's show at www.askralphpodcast.comLinks referenced in this episode:schoolofpodcasting.comaskralphpodcast.comheartcastmedia.comCamp Content ShowTom Petty and Axl RoseMentioned in this episode:I'd Love To Meet You - Here is Where I Will BeI will be manning the Podpage booth at Podcast Movement in Chicago and Dallas. For more information go to www.schoolofpodcasting.com/where If you would like to me speak at your even (on or offline) go to www.schoolofpodcasitng.com/contactWhere Will I Be?Starting a podcast can be daunting. Fear of failure, uncertainty about where to begin, and doubts about your abilities can hold you back. But what if you had a guide? The School of Podcasting is here to help you confidently launch, grow, and monetize your podcast. With over 20 years of experience and tons of successful podcasts launched, I'll walk you through every step. From planning to promotion, you're never alone." Learn at your own pace with video courses, join a supportive community, and get unlimited coaching. Say goodbye to fear and hello to success." Start your podcasting journey today with the School of Podcasting. Join now and take the first step towards turning your passion into a reality. Visit SchoolOfPodcasting.com to get started. No fear, just success.School of Podcasting2025 Audience SurveyQuestion of the Month: Let's Talk AIForm a listener, are you using AI, if so what tools, what do you create, and do you spend more time tweaking the results that it would be quicker to just do it yourself?
Tobin and Christen are getting ready for the upcoming NWSL season by welcoming NWSL and USWNT players, and sisters, Alyssa and Gisele Thompson. In this episode Alyssa and Gisele discuss their incredible paths to being stars of the game at such young ages. How did their competitions growing up lead to their successes today? How did it feel for Alyssa to watch Gisele make her USWNT debut recently? And what are their dreams for their short term and long term futures? Then, Tobin and Christen surprise them with a game called “Sister vs Sister” where they have to agree upon who is faster, who would make the better boss, who would ask a celeb for a pic at an event… and who is more afraid of their teammate Christen Press. Plus, a discussion on being their own businesses in our Athlete to Founder segment presented by QuickBooks and, of course, Community Questions!Thank you to Intuit QuickBooks for being an incredible partner and bringing our “Athlete to Founder” segment to life! Learn more at https://quickbooks.intuit.com. Listen to weekly episodes every week. Watch the video version of the show on YouTube.Sign up for our newsletter, The Sunday Spark: https://re-website.com/pages/newsletterFollow RE—INC:https://www.instagram.com/re__inc/https://www.tiktok.com/@re__inchttps://twitter.com/re__inchttps://www.threads.net/@re__inc Follow Tobin:https://www.instagram.com/tobinheathhttps://twitter.com/TobinHeath Follow Christen:https://www.instagram.com/christenpresshttps://twitter.com/ChristenPress About RE—INC:Founded and led by 2x World Cup Champions and equal pay trailblazers Christen Press and Tobin Heath, RE—INC is an inclusive platform at the intersection of sports x progress and equity brought to life through content, community, and commerce.The RE—CAP Show, our award-winning podcast (#1 Soccer Podcast on Apple), gives viewers a front-row seat to the thrilling, unpredictable, hard-changing world of global women's sports. Our mission is to change the way women are seen and experienced in sports.RE—space, our membership platform, is home to thousands of global reimaginers who want to be themselves, better themselves, and never watch a game alone.RE—gear, our merch, is the uniform for changemakers and built for the underserved fan. With 20+ collections and collaborations, we create products that go beyond the ordinary.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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