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Hey BA Fam!We’re back with a classic BA Q&A. Mandi is joined by Yanely Espinal (aka MissBeHelpful) and Marc Russell from BetterWallet to answer Amber’s question: What should I look for when opening a business bank account—and what are the red flags? Whether you’re launching a side hustle or running a full-on business, this convo breaks down what really matters when choosing where to bank. We get into:
Ayumi Sato is CEO at EZ. Nadine Mae Lontoc is CFO at EZ. EZ is innovating fire safety through artificial intelligence. EZ is currently prototyping a robot device that can be installed in homes or offices that detects fire as early as possible and shoots fire extinguisher balls to quickly stop the fire from ravaging - preventing damage in personal lives and physical properties. This episode is recorded live at University of Batangas Center for Business and Innovation (UB CBI). UB CBI is a technology business incubator based in University of Batangas - Lipa Campus.In this episode | 01:15 Ano ang EZ? | 04:29 What problem is being solved? | 07:03 What solution is being provided? | 19:59 What are stories behind the startup? | 38:21 What is the vision? | 44:25 How can listeners find more information?UB CBI | Website: https://ubcbi.com | Facebook: https://facebook.com/ubcbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
This Podcast Is Episode 636, And It's About The Three Pillars Of A Profitable Construction Business Running a small construction business is no small feat. You're on job sites one minute, sending invoices the next, and trying to line up your next project after that. It's a constant juggling act—and without the right systems, it's easy to fall behind or burn out. As construction bookkeeping specialists, we work with small contractors who are incredibly skilled in their trade but often feel overwhelmed when it comes to running their businesses. And over the years, we've noticed a pattern: the most profitable, low-stress companies all focus on the same three areas: 1. Getting the Right Jobs (Marketing) 2. Managing the Money (Accounting) 3. Delivering Profitably (Production) Let's break down how each of these pillars supports a stronger business—and how you can tighten them up, starting today. Pillar 1: Marketing – Attracting the Right Jobs Marketing isn't just about having a nice logo or handing out flyers; it's about creating a lasting impression. For construction businesses, effective marketing means attracting the kind of clients and projects that align with your skills, values, and profit goals. The Mistake: Chasing Every Lead Many small contractors try to say yes to every inquiry, especially when work is slow. But not all jobs are created equal. Some clients haggle, delay payments, or expect champagne results on a beer budget. Taking those jobs to stay busy can ultimately cost you money. The Fix: Focused, Consistent Outreach Start by defining: Your ideal client (residential vs commercial, budget level, style) Your best services (bathroom remodels, decks, renovations, etc.) Your service area (so you don't waste time driving) Then, build a system around that. A few simple but effective ideas: Post before/after photos on social media Ask every happy client for a review or referral Keep your Google Business Profile updated Reply to inquiries promptly with a professional estimate Believe it or not, even your invoice can be a marketing tool. Clean, well-structured paperwork signals professionalism and builds trust, making clients more likely to refer you. Pillar 2: Accounting – Controlling the Money This is the part where most contractors feel out of their depth—but it's arguably the most important. If you don't know your numbers, it's almost impossible to price accurately, manage cash flow, or plan for growth. The Mistake: Guessing at Prices and Profits Many small construction business owners rely on their gut instinct to price jobs or determine if they're making a profit. But guessing leads to underbidding, unpaid labor, or worse—projects that cost you money to finish. The Fix: Job Costing + Cash Flow Awareness At a minimum, you should know: How much does each job cost (LMOS™) How much do you need to earn per day/week to stay profitable What your cash flow looks like over the next 30–60 days This is where we provide the most assistance to contractors. With a sound bookkeeping system in place (like QuickBooks set up for construction), you can: Track expenses by project Compare estimated vs. actual costs See real-time profit/loss reports Prepare for taxes before tax season hits You'll be shocked how much easier it is to raise your rates (or say no to low-ball jobs) when the numbers back you up. Pillar 3: Production – Delivering Projects Profitably You're likely already focused on the work itself. But being great at building isn't enough—you also need to finish jobs on time, avoid scope creep, and manage subs and materials efficiently. The Mistake: Letting Projects Drift If you're not tracking timelines, labor hours, or change orders, even a small project can run away from you. That eats into your profit and frustrates clients who were expecting more transparent communication. The Fix: Simple Project Controls You don't need fancy software to keep projects on track. A few simple steps go a long way: Break the job into clear phases (and invoice accordingly) Use a whiteboard or app to track material orders and deliveries Document change orders and get them signed before moving forward Track hours worked (yours and your crew) against the budget From a bookkeeping perspective, this is a gold mine. Suppose you log labor and material costs against each job. In that case, you'll build a library of real-world data that makes your future estimates sharper and your scheduling more realistic. Your M.A.P. - How the 3 Pillars Work Together Here's the magic: these three areas aren't separate—they support each other. Marketing brings in better jobs. When you know your numbers, you can market confidently and say "no" to bad fits. Accounting keeps your pricing and cash flow in check. When you price reasonably, you can afford to deliver great work without cutting corners. Production builds your reputation and efficiency. When you finish jobs on time and budget, clients rave—and your marketing takes care of itself. It's a flywheel: each pillar makes the others stronger. Final Thoughts You don't need to be a large company to run a professional and profitable construction business. You need to build a foundation around these three pillars: Market to the right clients Know your numbers Deliver on your promises And you don't have to do it alone. As construction bookkeeping specialists, we help small contractors like you establish the systems that reduce stress, protect profits, and set you up for long-term success. Ready to Strengthen Your Foundation? Let's talk. We'll help you: Set up job costing that works Understand your cash flow and overhead Clean up your invoicing and reporting Build confidence in your numbers—so you can grow with clarity You can book a free 30-minute consultation today, and let's get your business running on all three pillars.
Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:31) - Jim's Journey with QuickBooks (04:35) - New QuickBooks Online Platform (07:14) - AI Agents in QuickBooks Online (11:17) - Bank Feed Enhancements (18:30) - AI-Powered Reconciliation (19:59) - Error Resolution Process (20:52) - AI Reconciliation and Duplication Detection (21:45) - Release Timeline for New Tools (22:35) - Anomaly Detection in Financial Statements (26:16) - Demo of Anomaly Detection Tool (37:00) - Future Enhancements and Feedback (40:59) - Conclusion and Upcoming Training Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907Intuit's Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingIntuit's Data and Security Page: https://www.intuit.com/privacy/statement/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Charles Juanillas is Co-Founder at UpLabs. UpLabs is a vehicular traffic data company focusing on data collection. They currently have installed cameras in Batangas, and they are looking to work with LGUs to utilize installed CCTVs for data collection. With the data they collect, UpLabs also provides insights and analysis for validating traffic management policies as well as policies for mitigating traffic accidents. This episode is recorded live at University of Batangas Center for Business and Innovation (UB CBI). UB CBI is a technology business incubator based in University of Batangas - Lipa Campus.In this episode | 01:26 Ano ang UpLabs? | 02:22 What problem is being solved? | 05:12 What solution is being provided? | 31:00 What are stories behind the startup? | 48:28 What is the vision? | 54:09 How can listeners find more information?UB CBI | Website: https://ubcbi.com | Facebook: https://facebook.com/ubcbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcHier Business Solutions: https://hierpayroll.comAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineEdited by the team at: https://tasharivera.com
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Allysa Virrey is CEO at Cropworks. Arrabella Bayani is CTO at Cropworks. Cropworks is developing a 3D crop planner for farmers. Their app integrates supply and demand information to determine the best crop diversification for farmers and gives them the optimal crop planning in a visual presentation - matched with the shape and size of their farm. Cropworks aims to help farmers maximize their profits by proper planning. This episode is recorded live at University of Batangas Center for Business and Innovation (UB CBI). UB CBI is a technology business incubator based in University of Batangas - Lipa Campus. In this episode | 01:12 Ano ang Cropworks? | 02:12 What problem is being solved? | 07:01 What solution is being provided? | 24:56 What are stories behind the startup? | 38:38 What is the vision? | 42:31 How can listeners find more information?UB CBI | Website: https://ubcbi.com | Facebook: https://facebook.com/ubcbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by: https://tasharivera.com
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How are you positioning your services as essential rather than optional, and accurately measuring growth and profitability to sustain long-term success? How are you measuring your agency's growth and profitability? Today's featured guests unpack how they scaled their PR shop past the million-dollar mark in under four years — and their journey offers valuable insights that any agency owner can apply immediately. Learn why they prefer growing the agency as partners, as opposed to sticking to being solopreneurs, how they've been tracking their growth, and how to over-communicate with clients openly so that choosing you is the easiest decision. Caitlin Copple and Holly Conti are the co-partners of Full Swing PR, an agency that offers senior-level PR services to help amplify clients' story or cause and takes pride in creating authentic, lasting relationships with clients. They discuss their unique partnership dynamics, their approach to quarterly planning and KPIs, and their philosophy on "practicing what you preach" in the agency world. They also emphasize the importance of understanding client needs, demonstrating value, and the shift from focusing merely on publicity to generating tangible client pipelines. In this episode, we'll discuss: Breaking the visionary and integrator partner mold. Making sure to walk the walk in your own business. How to make your business a ‘must-have' Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Breaking the Visionary-Integrator Mold Caitlin started Full Swing solo, but always kept Holly in mind as the ideal partner for her business after they met working at an agency. It took some time, though, since Holly was first pregnant when Caitlin started the agency and then busy being a mom to a newborn. However, her involvement progressed, first as a moonlighter, then the agency's first employee, and eventually becoming the co-pilot Caitlin had always envisioned. Founder duos often get asked about who identifies as the “visionary” or the “integrator.” In their case, Caitlin and Holly both think big and get in the weeds. They take turns in both roles, which makes it complicated, but it works with a dose of brutally clear communication and mutual respect. Why work like this? It all comes from their beginnings as working moms in the business. As they explain, they initially treated it like a job share tagging each other in and out in the early days so they could both keep the wheels turning — and the babies fed. Partner Up or Burn Out Some agency owners do prefer to fly solo, but for the ones stuck doing it all alone — losing sleep over payroll, client churn, or the next contract that might vaporize overnight — Caitlin and Holly are living proof that a solid partner is worth their weight in gold. Having someone to say “we got this” when a contract gets pulled from underneath you is priceless. Sure, partnerships are basically work marriages (with all the ups and downs). But good ones make the tough days survivable — and the big wins that much sweeter. Walk Your Talk or Get Called Out Do you make sure your agency is practicing what you preach? Or are you one of the agencies that just “can't find the time” to work on their own website or marketing? Too many agencies hide behind ‘we're too busy with client work' while their own site looks like it was built in 1997 by a drunk intern. In their specific case as a PR agency, Caitlin and Holly practice the tenacity they teach their clients to have. “PR is about tenacity. It's not enough to do good work. People need to see you doing it.” Just like they tell clients to show up consistently, be visible, and ask for what they want. They make sure to do the same. Furthermore, putting yourself in your clients' shoes as small business owners will help you intimately understand the challenges they face and understand the investment they're making on your agency and how much they're betting on the results you can bring. For Caitlin, this means taking people “from publicity to pipeline,” because she understands as a small business owner how important it is to have four time the sales you need to meet your annual budget. In other words, treat your own agency like your most important client — or watch it slowly bleed opportunities. Quarterly Planning, KPIs, and the Secret Sauce So much can change in just one year (as we all have seen with the last couple of years). In the six years they've been in business, Caitlin and Holly have been through a pandemic, an AI revolution, and the economy doing somersaults. At this point, planning once a year and forgetting about it seems like a rookie move. They still set annual goals, of course. But quarterly check-ins are essential to running the day-to-day behind their million-dollar PR engine. Their leadership team meets every week to ensure that quarterly plan is still reality-proof. Revenue is Cool, But Calls Are King Although they do have a topline revenue goal and a profit margin goals for the agency, their north star isn't revenue — it's discovery calls. After realizing there was much more to building a profitable business than hitting the $1 million mark, Caitlin and Holly have been focusing more on pipeline and conversion rates. They know that if they keep discovery calls flowing, the revenue follows. Right now, if they book 10 calls with good fits, five become paying clients. That's a predictable pipeline. Pro tip: Track leading indicators religiously — site visits, key page hits, opt-ins, booked calls, and conversion rates at each step. If something's off (like calls dropping off, or deals stalling), they fix that exact leak before it kills the next quarter. So, if you're still flying blind, eyeballing topline revenue in your QuickBooks and calling it planning —you're normal… but you're leaving money on the table. How to Make PR (or Any Service) a Must-Have In this economy, how to get clients to see your work more as a must-have than a “nice-to-have”? In down markets, budgets get slashed — but essentials don't. So how do you become an essential? You don't chase anyone who's just looking for a PR vanity headline. You focus on clients who want a pipeline, not just press. If you're having a hard time to get clients to see you as an essential, you may be talking to the wrong people. Think about your ideal clients. What do they believe? What are their challenges? If you define your ideal client and start targeting them, you'll attract people who truly see the value you can bring to their business. Over-Communicate. Then Double It Caitlin and Holly share their process openly with prospects. Step by step. No secrets. Some agencies worry they're giving away the farm. Newsflash: they're not. Clients want to trust you know what you're doing — but they don't want to do it themselves. Everyone loves steak but no one wants to butcher a cow. Their transparency means no confusion, no scope drama, and no “you didn't say that” fights later. It's all upfront. And they even turned this transparency into a smart private podcast: “How to Hire a PR Agency” — a brilliant piece of sales enablement they send to prospects to handle all the FAQs before a call. That way, discovery calls stay focused where they should be: the client's business. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
Bernadette Avellana is CEO & CFO at E-Zen. Paul Jenson is Marketing & Creative Director at E-Zen. E-Zen is aiming to develop a piezoelectric-powered smart watch - the watch can be charged from energy produced by physical stress in the body, thus having a longer battery life than other smart watches. E-Zen is also a holistic product addressing mental health issues in today's society. They also plan to develop a mental health app, in which the smart watch is integrated to, where users can seek solutions regarding mental health problems.This episode is recorded live at University of Batangas Center for Business and Innovation (UB CBI). UB CBI is a technology business incubator based in University of Batangas - Lipa Campus.In this episode | 01:15 Ano ang E-Zen? | 05:01 What problem is being solved? | 10:04 What solution is being provided? | 28:46 What are stories behind the startup? | 42:08 What is the vision? | 43:50 How can listeners find more information?UB CBI | Website: https://ubcbi.com | Facebook: https://facebook.com/ubcbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by: https://tasharivera.com
Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
This Podcast Is Episode 635, And It's About The #1 Reason Contractors Lose Clients: Poor Invoicing—And How to Fix It As we celebrate Independence Day and the spirit of hard work and craftsmanship that built our country, it's the perfect time to think about strengthening your construction business, so you have the freedom to grow and succeed. When most contractors consider why they lose clients, they often blame price competition, slow projects, or a client's unrealistic expectations. But in my experience as a construction bookkeeper, one of the most common—and preventable—reasons contractors lose business is poor invoicing practices. I know what you might be thinking: “My craftsmanship speaks for itself; invoicing is just paperwork.” But the truth is that invoices are often the last impression you leave on a client. That impression determines whether you get paid promptly, earn a good review, or ever hear from them again. Here's why poor invoicing costs you clients, how it damages your reputation, and exactly what you can do to fix it starting today. The Hidden Charges of Poor Invoicing Let's unpack what “poor invoicing” looks like in the real world: Surprise Charges – Adding unexpected line items without explanation leads clients to feel blindsided. Even small uncommunicated costs, like a few extra hours of labor or a disposal fee, can make clients doubt your honesty. Late or Sporadic Invoices – Sending invoices weeks (or worse, months) after work is completed sends the message that you're disorganized. It also forces clients to scramble their budgets, and they may start ignoring your emails altogether. Disorganized or Confusing Layouts – Handwritten invoices, crumpled paper, or Word documents with inconsistent formatting look unprofessional. They make it difficult for clients to understand what they owe and why, opening the door to disputes. Lack of Payment Terms – If your invoice doesn't clearly state when payment is due, clients may assume there's no urgency. This leads to late payments, awkward reminders, and unnecessary tension. No Proof of Work Completed – Many clients want to see proof that matches what they agreed to pay for, such as photos of progress, signed change orders, or milestones met. Without these, they might question the final bill. Errors and Omissions – Mistakes in calculations, missing line items, or billing for the wrong amount can destroy trust in an instant. These issues might seem small when you're juggling multiple jobs. Still, they add up quickly and can easily cost you a client's future business or a valuable referral. Why Invoicing is a Marketing Tool, NOT Just a Bill Invoices are more than payment requests—they're a key part of your client experience. Every interaction you have with a client, from the first estimate to the final invoice, contributes to your reputation. Consider this: clients rarely see the hours you put in behind the scenes or the challenges you overcome to finish their project. They do see your invoices, emails, and paperwork. If your administrative side feels sloppy, clients may assume your craftsmanship is, too, even if your work is top-notch. On the other hand, precise, prompt, professional invoices can: Build trust and reinforce your professionalism Encourage faster payments, boosting cash flow Make clients more likely to refer you Lead to glowing online reviews Differentiate yourself from less organized competitors When you treat invoicing as a core part of your marketing—rather than an afterthought—you send a powerful message: you respect your client's time, budget, and peace of mind. How to Fix Poor Invoicing Practices Here are six practical steps you can take immediately to transform your invoicing process—and your client relationships: 1. Use Construction-Specific Invoicing Tools Skip generic templates or handwritten invoices. Invest in software designed for contractors, such as QuickBooks for Contractors or Buildertrend. These tools let you: Create detailed, professional invoices Break down labor, materials, and other costs Track payments and overdue invoices Sync estimates with final invoices for seamless transitions They're designed to handle the complexities of construction work, including progress billing and change orders. Excel works well, too, and we have free downloadable templates here. 2. Invoice Promptly and Consistently Send invoices immediately upon completing milestones or projects. Make it a routine part of your workflow—ideally within 24 hours of finishing a phase of work. Regular, timely invoicing demonstrates to clients that you're organized and serious about your business. Pro tip: Automate invoice scheduling if your software supports it. You can set up progress invoices that are sent automatically at agreed-upon milestones. 3. Break Down the Work Clearly Your invoices should include line items that detail labor hours, materials, subcontractors, and any additional charges. Provide quantities, unit prices, and short descriptions. A transparent invoice gives clients confidence that they're paying for precisely what they approved. For example, instead of: Labor: $5,000 Break it down as: Framing labor (40 hours @ $50/hour): $2,000 Drywall installation labor (30 hours @ $50/hour): $1,500 Finish carpentry labor (30 hours @ $50/hour): $1,500 This clarity prevents misunderstandings and reduces disputes. 4. Include Payment Terms Always include clear payment terms on your invoice, such as: Payment Due: Net 15 (15 days after invoice date) Late Fee: 1.5% per month on overdue balances Ensure that your client has agreed to these terms upfront (in your contract or proposal). Stating them clearly on the invoice eliminates confusion and provides you with a legal basis if payments are delayed. 5. Add Professional Branding Your invoice should include your company logo, consistent fonts, and professional formatting. This isn't just about looking fancy—it reminds clients they're working with a legitimate, established business. Include your contact information, contractor license number, and website to make it easy for clients to reach you with questions or share your info with referrals. 6. Follow Up Politely but Firmly Don't let overdue invoices linger for weeks without action. Set reminders to follow up a few days before the due date and again shortly after if payment has not been received. Your follow-up doesn't have to be aggressive—keep it friendly but firm. For example: Subject: Friendly Reminder: Invoice #2024-015 Due Tomorrow Hi [Client Name], Just a quick reminder that Invoice #2024-015 for your [Project Name] is due tomorrow. Please let me know if you have any questions! Thanks so much, [Your Name] Automated reminders in invoicing software can save you time and ensure consistency in your billing process. The Bottom Line: Better Invoicing Builds Your Reputation Ultimately, precise, prompt, and professional invoicing is one of the simplest and most effective ways to market your construction business. Clients who trust your paperwork are far more likely to trust your work and recommend you to others. Plus, you'll benefit from: Improved cash flow Fewer disputes Better client relationships A stronger reputation for professionalism Next Steps: Let's Fix It Together Suppose you're ready to stop losing clients to poor invoicing and start winning more referrals. In that case, it can help you set up a professional, efficient invoicing system tailored to your construction business. As a construction bookkeeping specialist, I know how to streamline your paperwork, allowing you to focus on what you do best: building. Wishing you a safe and joyful Fourth of July! May your holiday be filled with family, friends, and a renewed commitment to growing your business. Contact us today for a complimentary consultation, and let's transform your invoicing into one of your most valuable marketing assets.
What happens when AI agents promise to transform accounting but create more cognitive burden than productivity gains? Blake and David explore the reality behind the AI agent hype as QuickBooks, Digits, and Big Four firms launch their "digital teammates." They also dig into Xero's massive $2.5 billion acquisition of Melio and what it means for the payments landscape. You'll learn why managing AI agents might be like managing offshore contractors—you wake up to work that's 80% done but everyone has questions. Plus, they discuss how external investors are reshaping the profession, why traditional CPA protections might go the way of car dealership laws, and the ongoing problems with audit quality enforcement despite millions in PCAOB fines.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Human at Scale - http://accountingpodcast.promo/humanChapters(00:00) - Introduction and Welcome (00:42) - David's Return and Big News (01:01) - The Acquisition of Emilio by Xero (01:33) - Implications of the Acquisition (04:52) - David's Journey with Bill Pay Solutions (06:42) - Emilio's Unique Features and Market Impact (10:47) - Xero's New Features and Updates (20:56) - QuickBooks AI Agents: A Game Changer? (31:21) - Digits AI Agents and Their Potential (36:59) - Big Firms Investing in AI (39:48) - Managing AI Agents: The New Workforce (41:09) - Cognitive Load and Productivity Limits (42:45) - Infinite Workdays and AI's Role (44:48) - AI in Accounting: Potential and Pitfalls (46:30) - AI Spending Trends and Future Outlook (47:18) - Building AI Workflows and Multi-Agent Systems (50:40) - Big Four and AI Integration (52:11) - AI-Powered Pricing and Payment Solutions (58:06) - VC-Backed AI Rollups in Accounting (01:01:47) - Regulatory Challenges and Industry Changes (01:09:10) - Audit Quality and PCAOB Fines (01:18:51) - Conclusion and CPE Information Show NotesXero to acquire Melio, a leading US SMB bill pay solution, to accelerate global growth https://www.prnewswire.com/news-releases/xero-to-acquire-melio-a-leading-us-smb-bill-pay-solution-to-accelerate-global-growth-302490268.htmlNew Zealand's Xero to buy US fintech Melio for up to $3 billion | Reutershttps://www.reuters.com/legal/transactional/australia-listed-xero-acquire-fintech-melio-over-25-billion-deal-2025-06-24/Intuit Introduces Ground-Breaking Virtual Team of AI Agents to Fuel Growth for Businesses https://investors.intuit.com/news-events/press-releases/detail/1258/intuit-introduces-ground-breaking-virtual-team-of-ai-agents-to-fuel-growth-for-businessesIntuit debuts AI agents for QuickBooks | Accounting Today https://www.accountingtoday.com/news/intuit-debuts-ai-agents-for-quickbooksHow AI is improving accounting efficiency – without replacing jobs | Stanford Report https://news.stanford.edu/stories/2025/06/ai-accounting-bookkeeping-benefits-jobsAI Is Reshaping Accounting Jobs by Doing the "Boring" Stuff | Stanford Graduate School of Business https://www.gsb.stanford.edu/insights/ai-reshaping-accounting-jobs-doing-boring-stuffPCAOB fines Deloitte, PwC, EY Netherlands member firms for exam misconduct | Accounting Todayhttps://www.accountingtoday.com/news/pcaob-fines-deloitte-pwc-ey-netherlands-member-firms-for-exam-misconductPCAOB Imposes Fines Totaling $8.5 Million on Netherlands Member Firms of Deloitte, PwC, and EY After Widespread Exam Misconduct https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-imposes-fines-totaling--8.5-million-on-netherlands-member-firms-of-deloitte--pwc--and-ey-after-widespread-exam-misconductHow an Accounting Change Hit Store Prices - UCLA Anderson Review https://anderson-review.ucla.edu/how-an-accounting-change-hit-store-pricesNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 -
Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:22) - Initial Impressions and User Reactions (05:59) - Exploring the Dashboard Features (15:01) - Understanding the Business Feed (23:09) - Reports and Financial Planning (26:27) - Integrations and My Apps Section (27:48) - Introduction to My Accountant Tool (28:28) - Navigating the Accounting Section (28:50) - Exploring the Expenses Section (29:23) - Sales and Payment Methods (33:18) - Customer Hub and CRM Tools (34:05) - Payroll and HR Features (35:41) - Time Tracking and Projects (36:41) - Inventory and Sales Tax (37:19) - Business Tax and Lending (42:03) - Interface Updates and Bookmarks Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comRightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.Alicia's QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907Alicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDesktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Andrea Villanueva is the Hipster at SynCare. Marjorie Caringal is CFO at SynCare. SynCare is an app for medical records sharing aimed for public hospitals for children and babies. Syncare is currently in the ideation and development stage, working with public health clinics in Batangas. This episode is recorded live at University of Batangas Center for Business and Innovation (UB CBI). UB CBI is a technology business incubator based in University of Batangas - Lipa Campus.In this episode | 01:17 Ano ang SynCare? | 02:20 What problem is being solved? | 05:07 What solution is being provided? | 16:53 What are stories behind the startup? | 39:27 What is the vision? | 44:30 How can listeners find more information?UB CBI | Website: https://ubcbi.com | Facebook: https://facebook.com/ubcbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
In this episode of Command Control Power, the hosts discuss their long-standing production schedule and reliance on listener support through Patreon. They share humorous anecdotes and frustrations about everyday tech issues, such as fixing client problems and dealing with insufficient AI-generated messages. The conversation delves into the ever-increasing costs of essential services like QuickBooks and the challenges of using AI tools like ChatGPT for tasks ranging from contract creation to tech support. They also touch on broader issues involving monopolistic behaviors of tech giants and the impact of poor customer service on consumers. 00:00 Introduction and Support Request 00:28 Prom Date Analogy 00:54 Safari Issue and Client Gratitude 01:53 AI Summaries and Notifications 05:04 Apple Intelligence Rant 05:12 Google Assist Anecdote 06:47 Voice Dictation Errors 10:38 AI Contract Creation 12:43 Challenges with AI Refinement 21:20 AI in Daily Tasks 24:14 The Importance of Note Taking 24:53 AI in Coding and App Development 25:51 Gardening with AI Assistance 29:09 QuickBooks Pricing and Features 36:43 Challenges with Tech Support and Monopolies 46:54 AI's Potential and Limitations 48:22 Conclusion and Support
In this week's episode of The Real Estate Rundown with Owen & Ted, things get real — and not just in real estate. Owen opens up about navigating the emotional rollercoaster of house hunting for his own family (spoiler: it's way harder than investing), dealing with a lawn-obsessed neighbor, and nearly selling a property that's printing money… until he crunched the numbers and realized maybe not.Ted shares a raw look at the reality of short-term rentals, including a $7,000 booking gone sideways thanks to a frozen A/C and 3 a.m. guest messages. The guys dig into how tracking your business metrics (and your blind spots) can be the game-changer, not just for real estate, but for your life.They also tee up the upcoming REIA Radio interview with business ninja Kirk Jaffe — a serial entrepreneur, coach to the stars, and fixer of broken businesses. If your books are a mess or you're tired of pretending to understand your QuickBooks file, you need to hear this guy.As always, the best takeaways come from their real-life screw-ups, wins, and those moments you don't hear on stage. Whether you're a landlord, flipper, or just trying to figure out if your wife will actually move 13 minutes from the school — this one hits home.If you're digging the real talk, do us a solid — leave a 5-star review wherever you listen. It helps us keep the podcast alive and continue sharing the stuff real investors actually care about. Drop a written review and we might just read it on-air.Who's dropping the better golden nuggets lately — Ted or Owen? Let us know in your review.You can Join the Omaha REIA - https://omahareia.com/join-todayOmaha REIA on Facebook - https://www.facebook.com/groups/OmahaREIACheck out the National REIA - https://nationalreia.org/ Find Ted Kaasch at www.tedkaasch.com Owen Dashner on Facebook https://www.facebook.com/owen.dashner Instagram - https://www.instagram.com/odawg2424/ Red Ladder Property Solutions - www.sellmyhouseinomahafast.com Liquid Lending Solutions - www.liquidlendingsolutions.com Owen's Blogs - www.otowninvestor.com www.reiquicktips.com Propstream - https://trial.propstreampro.com/reianebraska/RESimpli - https://resimpli.com/omahareia/Timber Creek Virtual - https://timbercreekvirtual.com/services/...
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome back to Investing in Impact, the podcast where we dive deep into the minds of visionary leaders building a more sustainable and equitable future.Today, I'm joined by Josh Kaufman, CEO and Co-Founder of Khasma Capital. Khasma is on a mission to empower development teams by providing the critical early-stage capital and support needed to accelerate the construction of low-carbon infrastructure.In a world where many promising climate technologies struggle to move from pilot to scale, Khasma stands out. Their unique investment model combines flexible financing with strategic and operational expertise—bridging a crucial gap that traditional capital often overlooks.In this conversation, Josh shares his journey of launching and rebranding the firm, what it takes to commercialize climate infrastructure, and why Khasma is doubling down on sectors like waste upcycling, textile recycling, alternative fuels, and long-duration energy storage.TakeawaysJosh Kaufman's journey into climate finance began with a passion for renewable energy.Kazma Capital focuses on empowering development teams rather than taking control of projects.Investment in climate solutions requires a clear project definition and risk assessment.Innovative projects include solar panel recycling and renewable heating oil from biomass.The learning curve in the climate sector involves understanding various energy technologies.The renewable energy sector has seen significant growth and cost reductions over the past decade.Challenges in reconfiguring the energy grid are influenced by regulatory bodies and utilities.Competition in the energy market is essential for innovation and efficiency.Solar energy continues to grow, but faces challenges in maintaining growth rates.Kazma Capital's revenue model includes both development risk and equity stakes in projects. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.
Rosine Labado is Study Leader at CAPSU ABI. CAPSU ABI is an agribusiness startup incubator based in Capiz State University - Burias Campus in Mambusao, Capiz. CAPSU ABI, through DA, BAR, and ACEF is nurturing agribusinesses to help grow, brand, and market their agri-products. Watch the episode to learn more about the services that CAPSU ABI provides for startups! This episode is recorded live at CAPSU ABI. CAPSU ABI is an agribusiness startup incubator based in Capiz State University - Burias Campus in Mambusao, Capiz.In this episode | 01:21 Ano ang CAPSU ABI? | 03:16 What services are provided by the incubator? | 11:35 Who are notable startups supported by the incubator? | 14:10 How can interested startups join? | 17:55 What is the story behind the incubator? | 27:28 How is the startup ecosystem in Capiz? | 35:35 What are future plans for the incubator? | 39:46 How can listeners find more information?CAPSU BALAY ABI | Facebook: https://facebook.com/capsuabiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Managing a bar takes more than great service and solid sales you also need accurate financial systems behind the scenes. In this episode, I walk through how to properly move sales data from your POS system into QuickBooks, and why doing it right can save you time, reduce errors, and improve your cash flow. We'll cover: What data you actually need to move from POS to QuickBooksCommon mistakes bar owners make with integrationWhy over-complicating your setup can hurt more than helpHow to catch errors like double entries or miscategorized salesSimple solutions to streamline your financial processIf you're tired of messy books, manual entry, or not knowing where your money is going this episode will help you get clarity and control.Learn More:Schedule a Strategy SessionBar Business Nation Facebook GroupThe Bar Business Podcast WebsiteChris' Book 'How to Make Top-Shelf Profits in the Bar Business'Thank you to our show sponsors, SpotOn and Starfish. SpotOn's modern, cloud-based POS system allows bars to increase team productivity and provides the reporting you need to make smart financial decisions. Starfish works with your bookkeeping software using AI to help you make data-driven decisions and maximize your profits while giving you benchmarking data to understand how you compare to the industry at large. **We are a SpotOn affiliate and earn commissions from the link above. A podcast for bar, pub, tavern, nightclub, and restaurant owners, managers, and hospitality professionals, covering essential topics like bar inventory, marketing strategies, restaurant financials, and hospitality profits to help increase bar profits and overall success in the hospitality industry.
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever wonder what separates a $1M agency from a $30M agency? It's not just better SEO or more employees. It's how you run the business behind the scenes. We sat down with today's featured guest to dig into what's powered his insane growth from barely crossing seven figures back when we first met… to now staring down $35–$40 million in pure service revenue. He's sharing some great advice on the evolution of his role as CEO, his new-found love for podcasting, and all kinds of golden nuggets for agency currently in the “no man's land”. Chris Dreyer is the CEO of Rankings.io, a law firm marketing services agency that delivers exceptional results for attorneys without compromising on customer service. He'll discuss his agency's substantial growth from under a million to over $30 million in revenue, his reliance on data and key performance indicators (KPIs), the transformative role of AI in various aspects of his operations, the importance of in-person client meetings for building relationships, and much more. If you're still guessing your numbers or putting off tracking your team's time — you'll want to pay attention. In this episode, we'll discuss: The CEO's true job. Hidden agency growing pains. The key to client happiness. In-person hustle and outbound sales. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Why Data Became Like a Religion Back when Chris and I first locked ourselves in a tiny Atlanta room for a workshop, Rankings.io was barely peeking over the $1M mark. He was still deciding who to serve and how. Fast forward about 8-9 years to today, and he says there's no bigger reason for his success than his top-to-bottom data obsession. Most agency owners track just enough to feel busy: a few pipeline numbers, maybe close rates if they're fancy. But Chris tracks everything. He knows the lifetime value of a client paying $5K a month versus $10K a month. He knows exactly how each account manager's retention rate impacts revenue. He even scores sales reps like a fantasy football league. And it's not just vanity metrics. If an account manager is great at keeping clients but terrible at preserving the original retainer size, they fix it. If time tracking shows poor utilization? They fix it. It's relentless. The big unlock for him was getting a real CFO to build this machine — and shifting from QuickBooks to more robust systems like Sage. No more flying blind or hoping for the best. If you don't know your LTV, churn, win rates, and retention by the exact dollar, you're leaving growth up to luck. How AI Became His Secret Weapon (and Why You Should Care) Most agency owners dabble in AI: a blog here, a few prompts there. Chris has gone full cyborg. Every single month, his team uploads their entire reporting package into ChatGPT. They don't just glance at dashboards — they get an AI board of advisors that points out trends, flags issues, and even suggests campaigns based on sales funnel leaks. If they have clients applying but not booking, the AI says: launch a re-engagement sequence. If they're not sure why the expense spike looks off, the AI will cross-check it with your event calendar. Chris used to hate looking at financials — now AI does the heavy lifting. When it comes to AI agents, they're not doing as much and prefer to use AI assistants for content, link building, and optimization. He even has an AI board of advisers with different personalities. This isn't replacing people. It's leveling them up. It's like strapping a rocket to every role — so you can do more without burning out your team. If you're not leaning on AI for context and next steps, you're probably making slower (and worse) decisions than your competitors. The CEO's True Job: Gotta Catch ‘em All Now that he's running an agency pushing $40M in service revenue (not pass-through, real revenue) Chris defines his role as: “Playing people Pokemon. Gotta catch ‘em all. I get the clients, and my president keeps them.” He sets the vision, runs point on marketing and sales, hosts the podcast, and stays the face of Rankings.io. Meanwhile, his right-hand man, Stephen, owns retention and delivery. This split lets Chris hunt big opportunities without getting bogged down in fulfillment fires. It's the perfect example of how an owner's role must evolve. If you're still stuck in the weeds, wearing every hat, and calling that “leadership” — you're capping your agency's growth. The goal isn't to do everything. It's to build a team that does everything better than you ever could alone. And Chris's story is living proof. The Hidden Growing Pains Nobody Warns You About Ever heard of the dreaded “no man's land” for agencies? For Chris, it began after he crossed the $8M to $10M mark and things got painfully awkward fast. In this stage, you're forced to hire the roles that don't directly bring in revenue: HR, finance, middle managers. Suddenly, your once-scrappy margins start leaking everywhere. It feels counterintuitive, all these new salaries, and yet no extra billables. But here's the catch: this is the awkward but necessary step that'll set you up with the infrastructure to move from $10M to $15M, $20M or beyond. This is generally the zone where you feel like an imposter CEO — one foot in the hustle, one foot in the corporate world you swore you'd never build. The truth is, every growing agency owner faces this inflection point. And if you get it right, you build a structure that can handle scale. If you get it wrong, you risk staying stuck at the same revenue ceiling year after year. You Can't Turn It Off — And Maybe That's Okay Most founders agree they find it difficult to turn their business brain off, and honestly, they don't want to. Business is the hobby. While their kids are at soccer practice, their brain is rewriting the service agreement or tweaking a proposal. Sure, there's a cost. Vacations come with podcast episodes in the car. Weekends sometimes mean scanning P&L spreadsheets. But, as Jason and Chris admit: the key to staying sane isn't to “balance it perfectly” — it's to have the right partner who gets the obsession. Because when you're building a business that supports dozens, even hundreds of families, switching it off just isn't realistic. So you find the support system that lets you go all in and come home for dinner. Why Core Values Actually Matter Early on, you might roll your eyes at “company core values.” Chris admits he did and saw it as just a lot of fluff. But once you're managing 50, 100, or more people, vague values don't cut it — you need a shared language to protect the culture. His agency now runs on three non-negotiables: Excellence (do great work, always) Execution (don't just talk, get it done) Grit (stick with hard things for the long haul) While he used to rely on platitudes like “team player” — he sees now that the wrong person will be weeded out fast as long as the core values are clear. He also bails at the mention of “work-life balance” in an interview. Because for this team, the culture is built for people who like working hard. The Surprising Key to Client Happiness Think your killer case studies will keep clients happy forever? Think again. Client happiness is very subjective and your biggest churn risk isn't bad work — it's bad relationships. Sure, you can track Net Promoter Scores all day. But real retention comes from catching early warning signs, which Chris calls “saves”. A client going quiet, missing calls, or hinting they're not vibing with an account manager should be signs to take action, if you start tracking them, as he has. And here's the overlooked move more agencies need to revive: visit your clients in person. Everyone's got Zoom fatigue. Booking a flight and breaking bread goes a long way toward making you not just a vendor, but a trusted partner. How In-Person Hustle and Outbound Hunting Keep You on Top Even with all the fancy dashboards, AI copilots, and mega forecasting tools, Chris and his president still jump on planes to shake hands with clients. They even budget for it. When you're running a high-ticket service where each client can be worth $125,000 or more over their lifetime, dropping a couple grand to show up in person is a no-brainer. It's how you show you care more than the next guy who's sending templated emails and hiding behind Slack. Chris's take is simple: Want to stand out? Do what you say you're going to do. Show up. Make your clients look like heroes. When a big-name CEO flies out to see you — even if you didn't sell them the deal — you remember that. Big relationships should get the handshake treatment. Using AI for Confidence in an Agency Acquisition Chris didn't buy another agency until he was already pushing $30 million, while most owners pull that trigger way earlier to leapfrog plateaus. Why wait? According to Chris, he didn't have the confidence to do it. Until AI changed that. He used ChatGPT to run diligence questions, draft the LOI, check for financial holes, and sanity-check the entire earnout structure. Sure, he has a great CFO — but that AI second brain made the whole thing faster and way less intimidating. Now that he's got the first deal under his belt, he's hungry for more. That's how scale works: get clarity, take the shot, rinse and repeat. Pro tip: If you're scared to buy, partner, or hire, dump your numbers into AI. Ask it what it would worry about if it were buying you. It'll show you every skeleton in the closet — so you can fix them now. Why Outbound Sales is Your Insurance Policy Chris used to be very resistant to doing outbound but now it is saving him from the Google rollercoaster. Inbound is sexy when it works. But we all know it can be feast or famine. Algorithms change. Referrals dry up. And you're stuck hoping this month's pipeline looks like last month's. After getting tired of hoping, Chris built an outbound team that's now about 30 people deep. He's got BDRs making 50 high-quality calls a day, sending out handwritten notes with books, running multi-channel outreach, and gifting prospects to cut through the noise. Each practice area has its own sales enablement rep feeding lists, building sequences, and arming the closers with context. It's consistent and it means Rankings.io can hunt, not just fish. Big lesson: if you don't control at least three lead sources (inbound, outbound, and strategic partners), your agency's growth is on borrowed time. Don't put all your eggs in Google's basket. Outbound is insurance. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
In this episode of Grow a Small Business, host Troy Trewin interviews Ryan Carey, founder of Better On — a platform that helps leaders enhance their communication skills through asynchronous video. Carey recounts his path from working at YouTube to establishing his own venture in 2019. He underscores the importance of self-care and mental health, sharing how his company has achieved consistent 15% year-over-year growth and now employs seven full-time team members, all without external investment. Carey highlights the power of video in marketing, the ongoing challenge of balancing sales efforts with product development, and the critical roles of trust, exercise, and sound financial management. He also reflects on the value of mentorship and the courage required to navigate the uncertainties of growing a business. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Ryan Carey believes the hardest part of growing a small business is facing the unknown — never knowing what tomorrow might bring, how you'll feel, or what changes could come in the market or industry—which means having the courage to move forward despite constant uncertainty. What's your favorite business book that has helped you the most? Ryan Carey said his favorite business book that has helped him the most is Blue Ocean Strategy, explaining that it opened his eyes to how to approach markets differently. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Ryan Carey shared that he doesn't listen to many podcasts, but he did highlight his use of tools like Loom, an asynchronous video recorder, as a valuable resource. While not a traditional learning tool, he uses video heavily to communicate more effectively and save time — something he considers essential for running and growing a small business. What tool or resource would you recommend to grow a small business? Ryan Carey recommended QuickBooks as a key tool to help grow a small business. He stressed the importance of getting your “money house in order,” noting that having clean, organized financials makes running and growing a business much easier. What advice would you give yourself on day one of starting out in business? Ryan Carey said that if he could give himself advice on day one of starting out, it would be: “It's going to be hard as shit, but it's going to be so great.” Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: Take care of your body first — it's the only temple you've got — Ryan Carey Success is helping the most people, making the most money, while hiring the fewest — Ryan Carey Trust your people, make them feel seen, and you'll build a culture that lasts — Ryan Carey
John Ryan Crispino is Owner at Mang Lucas Mushroom Farm. Mang Lucas Mushroom Farm is a mushroom grower farm in Dumarao, Capiz, selling healthy fresh mushrooms for consumption and producing food innovations such as mushroom binagoongan and mushroom chili garlic oil. Mmmm, must try! This episode is recorded live at CAPSU ABI. CAPSU ABI is an agribusiness startup incubator based in Capiz State University - Burias Campus in Mambusao, Capiz.In this episode | 01:05 Ano ang Mang Lucas Mushroom Farm? | 02:51 What problem is being solved? | 08:51 What solution is being provided? | 21:54 What are stories behind the startup? | 41:59 What is the vision? | 42:55 How can listeners find more information?MANG LUCAS MUSHROOM FARM | Facebook: https://facebook.com/profile.php?id=100077537872965CAPSU BALAY ABI | Facebook: https://facebook.com/capsuabiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:59) - QuickBooks Inventory Module Update (10:11) - New Square Connector Features (16:22) - Mineral HR Platform Overview (20:55) - Updating Employee Handbooks (23:30) - Algorithm for Personalized Suggestions (24:43) - Navigating Client Subscriptions (25:19) - Future Features and Revenue Share (28:11) - AI Agents and Upcoming Features (31:09) - New QuickBooks Dashboard (37:11) - Training and Resources for New Interface (39:44) - Conclusion and Final Thoughts Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comQuickBooks Toolkit for Accountants: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_usIntuit Connect: Intuit Connect: The premier accounting eventFirm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labelsIn the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_linkPartner Council applications are now open:https://www.firmofthefuture.com/partner-council/partner-council-applications-open/Alicia and Matthew:Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveConnect with Matthew: https://facebook.com/spotycushttps://youtube.com/parkwayinchttps://instagram.com/spotycushttps://twitter.com/spotycushttps://www.linkedin.com/in/parkwayinc/
Rodrigo Fedalgo is Founder and Chairman and Myrna Fedalgo is Co-Founder at Sta Carmen Farmers Cooperative. Sta Carmen Dumalag Farmers Marketing Cooperative is a startup farm cooperative in Sta Carmen, Dumalag, Capiz where farmers take advantage of working together to improve their sales and prevent abuse of cheap prices. For their farm, they produce coconut products under the brand of Suwak, such as virgin coconut oil, sinamak pure coconut vinegar, organic fertilizer, and more. This episode is recorded live at CAPSU ABI. CAPSU ABI is an agribusiness startup incubator based in Capiz State University - Burias Campus in Mambusao, Capiz.In this episode | 01:09 Ano ang Sta Carmen Farmers Cooperative? | 07:33 What problem is being solved? | 26:42 What solution is being provided? | 33:59 What are stories behind the startup? | 51:12 What is the vision? | 58:41 How can listeners find more information?STA CARMEN FARMERS COOPERATIVE (SUWAK) | Facebook: https://facebook.com/profile.php?id=61557182232572CAPSU BALAY ABI | Facebook: https://facebook.com/capsuabiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
BOSSes Anne Ganguzza and Tom Dheere, your "real bosses" and co-hosts, connect to dive deep into the critical world of online security and scam prevention for voiceover professionals. They unpack Tom's recent harrowing experience with an AI voice cloning scam, offering a candid look into the crucial insights needed to navigate digital threats and build a truly secure business in today's landscape. Listeners will discover the essential role of vigilance and proactive measures in protecting their assets, gain an understanding of emerging scam tactics, and appreciate the power of community in safeguarding their careers. Anne and Tom also discuss practical pathways for secure transactions and the evolving nature of digital defense. 00:01 - Anne (Host) Hey guys, it's Anne from VO BOSS here. 00:04 - Speaker 2 (Announcement) And it's George the Tech. We're excited to tell you about the VO BOSS. Vip membership, now with even more benefits. 00:10 - Anne (Host) So not only do you get access to exclusive workshops and industry insights, but with our VIP plus tech tier, you'll enjoy specialized tech support from none other than George himself. 00:22 - Speaker 2 (Announcement) You got it. I'll help you tackle all those tricky tech issues so you can focus on what you do best Voice acting. It's tech support tailored for voiceover professionals like you. 00:32 - Anne (Host) Join us guys at VO BOSS and let's make your voiceover career soar. Visit voboss.com slash VIP-membership to sign up today. 00:45 - Speaker 3 (Announcement) It's time to take your business to the next level, the boss level. These are the premier business owner strategies and successes being utilized by the industry's top talent today. Rock your business like a boss, a VO boss. Now let's welcome your host, Anne Ganguzza. Hey, hey, everyone, welcome to the VO BOSS Podcast. 01:04 - Anne (Host) I'm your host, Anne Ganguzza. Hey, hey everyone, welcome to the VO BOSS Podcast. I'm your host, Anne Ganguzza, and I'm here with my real boss, Tom Deere. I had to think about that, Tom. We've been together so long. I was like what is our subtitle here? We are real bosses. 01:20 - Tom (Host) Yeah, we're real bosses. Thanks for having me back, Anne. 01:23 - Anne (Host) How are you doing, Tom, my real boss? Co-host. 01:26 - Tom (Host) All things considered, I'm doing okay, I had a weird experience recently which it seems like a lot of voice actors are experiencing. I got an email from someone expressing interest in wanting to cast me for a voiceover project. Oh yes, I looked at it and it was this long-form project, something like 9,000 and change words. And I looked at it and I'm like and you know I was reading the ins and outs of it and I'm like, huh, like my spider sense was tingling a little bit, but I'm looking at, I'm like this one is worth replying to and getting some information about. 02:00 So there was a little bit of back and forth about it. 02:03 - Anne (Host) So you did reply, and then there was. 02:05 - Tom (Host) There was more conversation. 02:06 - Anne (Host) Yeah, there was more conversation, which is what I always do when I'm trying to find out more information about a job to make sure it's legit. 02:12 - Tom (Host) Right Now, around the same time, maybe a couple of days after that, someone posted on a Facebook group hey, I got this email. It was saying this and this Did anyone else get it? Does it seem legit? And it looked like it was the same email that I had gotten, so I was following that it turns out. 02:28 It was posted by our friend, bridget Real, who is the co-founder of VA for VO, the virtual assistant site that helps voice actors, and we talked about it a little bit and we're both like, yeah, we're going to keep digging a little bit and see what's going on. And then her business partner, lynn, also got the email and I was getting ready to accept it just to see what would happen. And that morning I got a message from her saying hey, did you accept this project? Yet I'm like no, why? And she said because both of us accepted the project. We both got cast for the same exact project. We both got the same exact script. They sent me the script. 03:00 So then I did this. I went to Gemini, google Gemini, which is my AI bot of choice, and I did the prompts. I said you are an expert at detecting scams. Please analyze this script and let me know if you think that this script could be used to harvest a voice actor's voice to clone it. A voice actor's voice to clone it. And it did its analysis and I've got like the 2.5 advanced. So it takes a little time. And it wrote back oh, yes, it does. And here are all the reasons why this, this, this, this, this, this and this. And then I sent that information to Bridget and Lynn and they're like we knew it. We knew it. So then she created a wonderful post on LinkedIn talking about it. And then I wrote a blog with all the information and, like what happened, it was the most read blog I've had in like three years or something like that. 03:52 Yeah, it was crazy. 03:53 - Anne (Host) What's so interesting is it could have been a legit job, like for payment. You would have done it, they would have paid you for it, but they would have used your voice as an AI voice. 04:05 And so therefore, legally right in the end. Right, if you found out later on they could say, oh no, no, no, we paid you. I mean, it was a job that we paid you for and there was no extenuating circumstances or contracts to be signed which, by the way, I'm going to bring up Nava and the AI writer For all your jobs. You should be attaching that AI writer so that your voice is not going to be used as an AI voice, for sure, for sure. 04:37 - Tom (Host) So, to let everybody know, the website was GigLumin G-I-G-L-U-M-I-N. And if you do a Google search of GigLumin and this is what Bridget had figured out is that the website was only a month or two old. And there's these scam websites that you can enter the URL of a website in and it can tell you how likely that's a scam. It checked every red flag, every box, every single box. 04:56 - Anne (Host) So, yes, vo people, bosses, beware, right. So beware of emails. And you know, it's funny because it's lately, just because of the whole AI thing. Anytime I get an email with a job from someone that I don't know, right, that is just out of the blue, that I didn't audition for, where they have large amounts of words, the hairs on the back of my neck kind of stand up and I immediately, immediately check into it. And I think this really warrants a discussion, bosses, because it's very timely that you want to make sure that these jobs are legitimate. So the more research you can do. And I love, Tom Dheere, how you used AI to fight AI Again. 05:37 We had our previous episode on tools that we use. I mean, we are utilizing it as a tool to help us in our day-to-day jobs, and so I think, being aware of possible scams out there, we absolutely have to be, and I'll tell you if it's somebody that I've never heard of and they don't have a signature file. I've gotten to the point where I don't even like and it's not like from a company.com. I don't even literally take it seriously anymore. I don't know about you, Tom, what do you think? 06:05 - Tom (Host) Yes, I'm equally skeptical these days but, I, really like what you said about when you receive the email, check to see if there is a signature at the Tom of it with the company logo, website and contact information. That is one of many red flags and I don't know how much you've noticed lately, Anne, but since I would say about early April, there has been an explosion of scam attempts going on in the voiceover industry. We've had the overpayment scam. That's been going on for at least 10 or 15 years. 06:37 - Anne (Host) Gosh, at least, and bosses. If you haven't heard about it, Tom, let's talk about the overpayment scam for just a minute. Yeah, yeah, Okay so what happens is it's very common. 06:45 - Tom (Host) It's very common. It's been going on for a really long time. So basically they email you and say hey, we've got a project for you, da-da-da-da-da-da. The classic one was the game show host voiceover. 06:55 - Anne (Host) It has since evolved. 06:56 - Tom (Host) And basically they say that we've booked a studio in the area nearby. We're going to get paid or pay for the studio and then send us back the difference and something like that. And it's never a gig. 07:12 - Speaker 2 (Announcement) All they're trying to do is get you to cash that check and send them money, which is fraudulent, by the way. 07:18 - Anne (Host) And, by the way, I've gotten to the point where, if I have a new client, the only way they can really pay me is electronically. 07:25 And I figure, if you don't have electronic means to pay me immediately before the job and it's even in my terms and I've done this for years, Tom, I always have payment in full prior to job start is appreciated and other options available upon request. 07:39 But if it's a new client, I'll take that out because I must have that money in my bank account before I will even consider finishing that job or sending a file. And I'll tell you what, Tom for all of my career it's worked for me Because if people are serious about hiring you, they know that you're a professional, they know that you're going to get the job done. Of course they have to put their faith in you. But in reality and I'll even say because you're a new client I require payment up front electronically. And here are the ways that you can pay me. And so I'll send them, like a QuickBooks invoice, or I'll give them a PayPal account or however that works, and I expect that money in the account and I wait for that money and I make sure that I have the money and then I'll proceed with the job. 08:21 - Tom (Host) That's a really good idea. There's nothing wrong with even asking for 50% or 25% or just some percentage of it. The fact that they're actually going to fork over money with no expectation of an overpayment or getting it back or disputing the payment or anything like that. 08:37 Once it clears, you know that they're serious. And there's a bunch of like. I use Wave apps, for example. That's a great way to do it and I'm pretty sure they can do a partial payment. Or you can just make one invoice just for the deposit and then issue another invoice for the balance If they're a legitimate client that actually has money that they're planning on paying you with, they would have no problem with paying at least a portion of it up front. 08:59 - Anne (Host) Yeah, a lot of my clients nowadays the larger clients that used to like work off of purchase orders, and then it would be like 90 days after the job has been submitted. We'd have to wait for that check, they'd have to generate the PO and everything. You'd sign contracts like vendor contracts and that sort of thing, which I've done a lot, and so if they've got a contract for you to sign, that's vendor, nda, that sort of thing, and you know the company. It's like a well-known company. They're on the web. They've been on the web for years. I mean you can pretty much trust in that where I'll do the job and then I'll get paid. If I've worked with them before, I know that's typically how larger companies work and so that's when I'll accept a check. But even now most of those companies they're going to electronic deposit, like ACH they call it. 09:42 ACH, yeah, so it's direct deposit to your bank and most of the companies I know will do that and that's a form of payment that I trust and that would be a client that I would trust. So if it's a larger company that I know they exist on the web and they talk about, well, you're going to have to do the job first and then we'll be able to pay you once the purchase order is created, blah, blah, blah, blah, and you sign these contracts. I feel fairly good about that and I don't have to think, oh, this is a scam. But whenever I get an email without an actual signature file that comes from an address that isn't companycom, right, if it's a Gmail or a Yahoo or whatever, even a Microsoft what is the free Microsoft one? 10:20 Hotmail, hotmail, yeah, even if it's Microsoftcom, I feel like there's some sort of free sort of Microsoft. You know what I mean Like email that says that I just don't trust it and I'll immediately. The first thing I'll do is look for a website and when I get to the website I'll look for a phone number and then I'll actually try to call that phone number. What are the steps that you take, Tom, to ensure that your job is legit? 10:41 - Tom (Host) Everything that you just said. I also, by the way, I do love the ACH direct deposit because there's no fee. When PayPal, there is a fee, or wire transfer. That's really nice. Here's one thing that I've been doing lately is, if I get a we'll call it a solicitation, for lack of a better term from a company saying hey, and it'll most often be we found you on Google, we found you on Voice123 or some other front-facing thing. You know what's an interesting thing to do? Go look for them on LinkedIn. 11:11 Look for them on LinkedIn. Look for the company and look for the individual and see if you have any mutual connections. I mean, it could be anybody, whether it's a voice actor or somebody in some other profession, and you can reach out on LinkedIn and say, hey, I got an email from this company and you have a connection with them on LinkedIn. What's your experience with them? And that could give you some really quick insight. Sometimes it's just like, oh, I've been working with them for years, or it's oh, they're a huge scam. I forgot to disconnect with them. Run, run, run. Or I'd sent a rando invite, or they sent a rando invite and I don't have any information for you. But it could increase your chance of vetting them a little bit better. Another thing is that I keep an eye out, for is if they ask me to send them a W-9, the more likely that they are legitimate. 12:00 Yeah, yeah, absolutely, which I find interesting because if they were a real, true scam artist, they would want that W-9, because now they would have your social security number and now they can steal your identity too. 12:11 - Anne (Host) Well, oh my gosh, Tom, and that's scary actually, but that's why you don't put your social security number. You put your EIN number, because you're a company right, and you don't have to give up your EIN number, which is, by the way, one thing. I'm glad you mentioned that like we should all be having an EIN number. I'm glad you mentioned that, like we should all be having an EIN number. 12:30 - Tom (Host) Yes, it's very, very simple to get. It takes very, very little time. So it's a very easy get. I just reminded myself and we just talked about identity theft is that I almost had my identity stolen yesterday. 12:43 - Anne (Host) Whoa, that's scary. Yes. 12:45 - Tom (Host) How do you? 12:46 - Anne (Host) know like what happened. 12:51 - Tom (Host) Okay, so it was about a little after 10 am yesterday is when things started happening, so within a few minutes of each other, I got an email from Credit Karma, norton which, because I have my Norton 360 antivirus software package, I pay a subscription through that and Experian. For those of you who don't know, there are three major credit bureaus there's Experian, there's TransUnion and there's Equifax. I have a free account with Experian and I have a free account with Credit Karma. All three of them, within a few minutes of each other, messaged me and said that there was a hard inquiry. 13:30 - Anne (Host) Yeah. 13:30 - Tom (Host) So what that means is if you are applying for a loan, a mortgage, a credit card or something like that, the company that you're applying to will do a credit check. So they will check your credit and see if you are a safe credit risk to make the loan or to get the credit card, for this was a hard inquiry. If you get enough hard inquiries on your credit, your credit will go down. 13:55 - Anne (Host) Yeah, absolutely. I know that because I'm a stickler about my credit. 13:59 - Tom (Host) Me too. My credit rating, oh my gosh. If mine isn't at least 800, something I freak out, oh my gosh. 14:04 - Anne (Host) Yeah, no, mine has to be like almost close to perfect, and when it goes down like two points, I'm like wait why? Why did that happen? Right? And it's just because you put a charge on it for a few hundred dollars, and then you pay it off next week and then everything's fine, so that's normal. 14:18 - Tom (Host) So all three of them told me at roughly the same time that there was a hard inquiry. So I clicked on all the emails and all three of them said that somebody was applying for a Discover credit card, I think in Salt Lake City, and someone was applying for a Capital One credit card in Delaware, and I was in New York City neither applying for a Discover credit card or a Capital One credit card. I certainly wasn't in Salt Lake City or Delaware at the same exact time. 14:49 - Anne (Host) You know, what's so interesting, Tom, is that, like I don't know, a few months ago I don't know if there was a discussion circulating or maybe I got an email but somebody said, and like I should have done this years ago, I mean you can freeze your account so that if you don't open up a credit card every other day which I'm certainly not right Because again, it affects my credit rating and I'm anal about that and so I'm like well, I don't need to apply for any other credit cards, so you can go and freeze that, so that you can actually reduce the risk of somebody trying to open up credit cards or identity theft. 15:19 So and it's super simple to do it, as I said, everybody should have that free account. You should log in, you should check your credit scores regularly I think they allow you once a month, I think even my credit cards. My American Express will tell me oh, your FICO score has changed, right, so they're monitoring it too, and so literally, I get lots of notifications when that rating goes up and down. But I know that I've reduced my chances of identity theft, which is a very scary thing, by freezing those accounts and it's very simple to unfreeze. So, if you know you want to apply for a credit card. You just got to go and unfreeze it for a certain amount of time so you can apply for it and then freeze it back up again. So that way it reduces the risk. 15:57 - Tom (Host) And all those emails that I got, all those notifications did give me the option to do that. I was also able to say this because it, literally, when Norton 360 popped up and it took me to their website, it literally said is this you and you can check yes or no? And I wrote no and then the whole screen turned red saying okay, we know this is a problem, we will look into it. 16:17 It did it with all those and then I called Capital One Bank. It took me a few people. It had to get escalated a couple of times to the credit card fraud department. 16:25 - Anne (Host) Well, don't you say, they give you a special number, right? 16:27 - Tom (Host) They say call this number if it's not you, or you can call this number. I just called the general number because all that was on the notification, I think, was the Capital One in Salt Lake City or something like that. So I called directly and said please state your problem. I'm like I think I'm getting my identity stolen. And then it got up there and then they manually rejected the credit card application at least for the Capital One. 16:50 And then this morning I got another Credit Karma email saying that there was a check on my Equifax report not the Experian one and I looked at the date of it. It also said yesterday. So that means Credit Karma had my back twice and Experian had my back and Norton had my back twice. Right, right, and Experian had my back and Norton had my back and everybody bosses. This is the takeaway. Creditkarmacom is free, having an account with Experian is free, it doesn't cost you a nickel. 17:18 - Anne (Host) All of them TransUnion, they're all free TransUnion, Equifax, they're all free. 17:23 Exactly and you can check your scores and, like I said, a lot of banks and a lot of credit cards are actually adding that on as like a value add kind of service, but you don't have to pay anything for it. I think there's a lot of it going on, Tom, which is kind of scary. We got to be careful about scammers, that's for sure. And anytime, even in your email, right, if you get like again, if I find something that doesn't have a signature and then they have an attachment like PayPal has been well-known scams where you get like oh, you've got a PayPal invoice, right, and you have to pay this amount and it looks legit. I mean, they've got like the PayPal logo. I've gotten quite a few of those over the last six months. 18:01 - Speaker 2 (Announcement) And. 18:01 - Anne (Host) I just ignore anything. Just remember that most financial institutions will never email you for information and they'll never text you necessarily for that information either, and you should also, Tom. We should have a big discussion on having multi-factor authentication. 18:19 - Tom (Host) Yes. 18:19 - Anne (Host) This is extremely important. 18:21 - Tom (Host) It's annoying as hell or two-factor, two-factor authentication For every account that you have, especially the financial ones, you should have two-factor authentication, which means either they send you a text message and you just click on the link and you're good to go, or it sends you an email and it'll usually give you a passcode of some sort and then you go to the website. When you're trying to log on, you enter that passcode and then it'll let you do it, and most of them are only good. Some of them are only good for 30 days. Sometimes you can check a box saying this is my private computer. It's okay for a certain amount of time, or they make you do it every single time, which isn't the worst thing in the world. Yes, it's annoying. 18:55 - Anne (Host) You know what I just thought about. It is annoying but it keeps you safe. It's funny how much like value you put in that number, that phone number, in this phone which, by the way, I just got a new phone but in this number for the two-factor authentication, right Like text me at this number. So think of the power that these phone companies have right, and that is scary. I mean it used to be a thing where I always thought like the large scale communication companies were a little bit of a monopoly, depending on the area that you're in. I mean, when I lived in the East Coast it was always Verizon right, verizon everything, verizon this, verizon that. Out here it's a couple of different companies but still, if you think about it, I mean I'm glad to have the two-factor authentication and it's super convenient on the phone. 19:39 But, it's interesting to know that you wouldn't want the hackers to get smart right and then start really infiltrating the phone, you know, and impersonating a phone number. 19:50 - Tom (Host) There's a couple of things about that is that, when it comes to authentication, when you're logging on your phone, I've got it set up where I just use my thumbprint for a lot of it. 19:59 - Anne (Host) I love that, or Face ID yeah the Face ID is a great one. 20:05 - Tom (Host) There's also a thing for a lot of the websites where I have a personal PIN that has nothing to do with the PIN or the password to access the site itself. If I am using my phone to log in somewhere, I can enter a four-digit PIN that's different from everything else, so it also increases the chance of having a secure whatever. Also, just as a rule, I don't do anything financial on my phone, with the exception of like Venmo Well, I have mobile banking If I'm like sending money if, like me, and the guys are having pizza, you know what I mean. 20:31 - Anne (Host) I have mobile banking and I do have Apple Pay. 20:35 - Tom (Host) Well, I have GPay too. 20:36 - Anne (Host) Yeah, so. 20:36 - Tom (Host) I'm a Google guy but like I will unless to my bank accounts online or Wave app or Wise or PayPal on the phone, unless I absolutely have to. 20:49 - Anne (Host) Interesting. I go to them quite a bit. Actually, you're probably fine because of all the precautions that you're taking, but I'm just a little extra neurotic about it. Oh, it's constantly got multi-factor authentication, but I get that. I totally get that. Wow, yeah, being careful, and you know what. 21:02 What's interesting is, back in the day and I'm going to date myself when I was working at the school and we had text-based email okay, and text-based email, I could have something and it was all based on like the Unix systems and so like hacking into a text-based, like I don't know how to say this, but hacking into a system like that, like a Unix system, and reading your email with text-based, you didn't always have like the conditions of people attaching things that could be viral, loading a virus on your computer. So I was always proud to say that I used text-based email and I used something called a PGP signature, which was a digital signature at the time, which meant that when I sent mail out, my PGP signature, it would actually negotiate and verify with the person that I would send it to so that it could be a verified digital signature. That indeed, yes, this mail did come from me, and I think that Norton probably has something like that now right. Is that with your email or no? 21:59 - Tom (Host) Yeah, it has all kinds of functions. 22:01 And it works on my desktop and it works on my laptop and it works on my phone. The most important function that it has is when I'm not home and I'm on my phone or my laptop or my tablet is the VPN when you can turn it on to make sure that if you're using Wi-Fi at a cafe or something like that, that it's secure, because apparently there are people who just like sitting around at a Panera or a Starbucks with their laptop and just waiting for someone to have an insecure Wi-Fi connection and they can just steal their life right there through their own laptop. 22:31 - Anne (Host) Well, it's funny how this conversation has turned into a big security conversation, starting off with scamming. Which guys you got to be aware? It's one of the reasons why, for all of my years and because of my years working in technology, I like wired connections. I mean Wi-Fi. I mean it's a wonderful technology and it's convenient as anything. However, it's not as secure as a wired connection, because a wired connection is basically, you know, your digital numbers flowing back and forth along a wire, versus all this information out in the air where, if somebody is sitting outside of my home, they can possibly hack into my wireless network and then they can run some sort of a tracer to see and to actually get my passwords, which is something that you don't really want that to happen. So you should really be cautious, guys, and I think it's always a good idea that, if you are working from home, if you have the opportunity to have a wired connection to your router, I think that that's better rather than using Wi-Fi. Number one it's more stable, right, it's faster and it's also more secure. 23:32 - Tom (Host) I agree. If you have a desktop at home and you are doing any kind of recording or you're doing basically anything, you should have an ethernet connection. That yellow wire with the big old phone jack that plugs right into the back of your computer and plugs into your Wi-Fi router. 23:47 - Anne (Host) And it sounds old school, but it's still the most secure method of data transfer. 23:51 - Tom (Host) Without question so if you are recording from home. If you're doing whatever from home, you have a desktop ethernet. If you have a laptop, I are recording from home. If you're doing whatever from home, you have a desktop Ethernet. If you have a laptop, I think the newer laptops don't even have an Ethernet connection. I have to think about my laptop and whether I even have one anymore, and here's the simple reason. 24:06 - Anne (Host) Think about it. It's a wire, guys. It's a wire. It's not like data floating around in the air which people can listen to. Somehow the frequency of the data traveling in the air right? Wi-fi works on frequencies when your data is traveling via a wire like a physical cable, unless somebody like I don't even know, unless they tap into that wire, right, somehow. 24:26 I don't know how they do that, and we're talking about your wire in your house going from your computer to your router. Right, that's as secure as it gets, right, unless somebody's coming into your house and hacking into the wire and tapping into it. 24:38 - Tom (Host) You've got some foreign embassy bugging your home. 24:41 - Anne (Host) Yeah, yeah, doing some fancy work, you're not going to have to worry about your data being transferred. So if you're working on the internet right, at least the data that's transferring from your house to your router is absolutely secure. And then it's up to your internet provider right on the router, to their routers, to make sure that things are encrypted, things are secure and for the most part I mean that's been handled right. I mean there are hackers out there that they can hack into networks. They can hack into things like that, but you want to be as safe as you possibly can, so wired is best. 25:14 - Tom (Host) Yes, it's fascinating. We talk about hard security and soft security, yes, that's hard security, that's hard security. 25:20 - Anne (Host) So, if we go back to talking about the scams that are floating around these days, one thing I wanted to mention is I think one of the best applications for groups, facebook groups and social media groups and discussion groups is for that thing, so that you and Bridget were talking to one another about this job that you both got, and then it's really wonderful that we can come together as a community and protect each other right and say, hey, look, watch out for the scam. So it is one of the best advantages, I would say, of being a part of the social media groups in that way. Otherwise, we've talked about how it's hard to sometimes they're toxic, sometimes it's really hard to be on social media. But I would say one of the best reasons to be on social media, in those groups and in those forums, would be because of the protection that you're getting of us banding together and saying, hey, watch out, this is a scam. 26:09 - Tom (Host) Absolutely, it's one of the most important things. Community is more than just about you know rah rah and whoop whoop and you know we support you and feel better if you're feeling down, but like just actual education, along with inspiration and commiseration can literally save your identity Absolutely. 26:27 - Anne (Host) Wow, what a great conversation, Tom. So bosses out there, be aware of scams. Be cautious. Research, research. Take a look at those signatures when you get emails coming in, when you get something that's asking for lots of words and a good price and it seems too good to be true, guess what it might be. So make sure that you're communicating with the community as well, checking those jobs out and attach that AI rider to every one of your jobs. Now, it's simple. It's there at NAVA and it's free. You can attach that rider to every job. If you have a new client, make sure you're very careful with the payment options. You know we spoke about that. I always make sure I get money up front, or partial money up front, first to make sure that it's a legit client. What else did I miss, Tom, in this recap? 27:14 - Tom (Host) Hardware and software VPNs. 27:16 - Anne (Host) EINs yes. 27:19 - Tom (Host) Oh yeah, VPNs, EINs, Two-factor authentication. 27:20 - Anne (Host) I love it. Yeah, Make sure you guys are implementing all of that to keep yourself safe and secure. So great topic, Tom. I like geeking out like this. 27:30 - Tom (Host) Yeah, it's fun and helpful. 27:31 - Anne (Host) Yeah, I'm going to give a great big shout out to my sponsor, IPDTL. You too can connect and network like real bosses. Find out more at IPDTL.com. Guys have an amazing week and we'll see you next week. 27:52 - Speaker 3 (Announcement) Bye. Join us next week for another edition of VO BOSS with your host, Anne Ganguzza, and take your business to the next level. Sign up for our mailing list at voboss.com and receive exclusive content, industry revolutionizing tips and strategies and new ways to rock your business like a boss. Redistribution, with permission. Coast-to-coast connectivity via IPDTL.
Send us a textDr. Amanda Thompson shares her experience with the monthly accounting membership program and how it has transformed her business finance management from chaotic Excel spreadsheets to organized QuickBooks mastery.• Starting a business without business education background creates financial management challenges• Excel spreadsheets work initially but become problematic as businesses grow• Computer crashes can destroy financial records when not properly backed up• QuickBooks provides powerful tools but requires guidance to use effectively• Monthly accounting meetings create accountability for regular bookkeeping• Regular reconciliation prevents year-end accounting nightmares• Professional help managing issues like bank fraud can prevent accounting disasters• Clean books throughout the year make tax season significantly less stressful• Monthly accounting program often saves businesses more money than it costs• Confidence in financial management allows business owners to focus on their expertise• Tax projections help business owners prepare properly for quarterly estimated payments• Type A business owners benefit from structured financial management systemsWant to grab one of our monthly spots? EMAIL us @ carson@sandsco.netYou can also book a discovery call with us HERE to see if it's a good fit for you!Check out Rooted Physical Therapy at rootedphysicaltherapyllc.com or find Dr. Amanda on Instagram!Create a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page
Joan Mae Lariza is Owner at Boris Farm. Boris Farm is a farm in Capiz that grew from having just a piggery, growing livestock, planting crops, to now producing various fruit wines (mulberry wine!) and homegrown creamy buko pie! Their wines and buko pies are available in Capiz, but aiming to be the go-to pasalubong when you go to Roxas City! This episode is recorded live at CAPSU ABI. CAPSU ABI is an agribusiness startup incubator based in Capiz State University - Burias Campus in Mambusao, Capiz.In this episode | 00:54 Ano ang Boris Farm? | 02:56 What problem is being solved? | 04:38 What solution is being provided? | 18:20 What are stories behind the startup? | 26:34 What is the vision? | 31:09 How can listeners find more information?BORIS FARM | Facebook: https://facebook.com/profile.php?id=100068580943576CAPSU BALAY ABI | Facebook: https://facebook.com/capsuabiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Jose Olano is Owner at Bugtong Integrated Farm. Bugtong Integrated Farm is a farm in Capiz focusing on growing high value crops and livestock. They are also performing agricultural innovations and best farming practices. Now, they are selling talong (eggplant), red rice, black rice, and salted duck eggs, aiming to sell these products to a wider market. This episode is recorded live at CAPSU ABI. CAPSU ABI is an agribusiness startup incubator based in Capiz State University - Burias Campus in Mambusao, Capiz.In this episode | 01:24 Ano ang Bugtong Integrated Farm? | 04:26 What problem is being solved? | 07:40 What solution is being provided? | 25:17 What are stories behind the startup? | 35:43 What is the vision? | 42:16 How can listeners find more information?CAPSU BALAY ABI | Facebook: https://facebook.com/capsuabiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:34) - Company Updates and Good Problems (01:08) - Interface Changes in QuickBooks (03:30) - New Features in QuickBooks Expenses (08:20) - Settings and Notifications (18:12) - Banking Feed Enhancements (22:13) - Error Correction and New Feature Introduction (22:28) - Request Info Button in Banking Feed (26:14) - Intuit Drive and Document Storage (29:51) - Rumors and New Features in QuickBooks (34:02) - QuickBooks Time Integration (35:39) - Fusion: The New Interface (41:05) - Upcoming Events and Announcements Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!Come join Margie for Akadian's first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle
In this episode, Rosslyn and Mikyla dive deep into the essential software that every food photographer needs to stay organized, wow clients, and scale their creative business with confidence. From CRM tools and gallery delivery platforms to editing software and video production tools, they cover exactly what's working for them in 2025—and what's worth investing in now to land higher-paying clients. If you want to work smarter (not harder) and build systems that support your growth, this episode is for you.Key Takeaways:How HoneyBook helps streamline proposals, payments, and client trackingHow to simplify your social media scheduling with free tools like Metricool How ClickUp supports team collaboration, project planning, and creative shot prepHow Pixieset helps you protect and professionally deliver photo galleriesHow QuickBooks makes tax season easier for creative freelancersHow your choice of video editing tools depends on your business goalsHow building systems in advance can help you attract higher-paying clientsWhy consistency matters more than constantly switching platformsHelpful Links:HoneyBook – CRM for managing contracts, proposals, payments, and automationMetricool – Social media planning and schedulingClickUp – Project management and task trackingPixieset – Gallery delivery and image licensingLightroom Classic – Photo editingPhotoshop – Photo retouching and cleanupQuickBooks Self-Employed – Business expense and tax trackingPremiere Pro – Advanced video editingCapCut – Social video editingInShot – Mobile video editingTubeBuddy – YouTube SEO and keyword researchYour Money or Your Life (Book) – Referenced in time tracking discussion
Jules Dusaran is Owner at Cyle's Food Products. Cyle's Food Products or Cyle's Kitchen is making and selling healthy seafoods chips, such as tahong chips, talaba chips, scallops chips, and malunggay chips. Available in Capiz, they are aiming to be the go-to pasalubong for travelers in Roxas City and even being sold internationally. This episode is recorded live at CAPSU ATBI. CAPSU ATBI is an agri-aqua startup incubator based in Capiz State University - Dayao Campus in Roxas City. In this episode | 01:42 Ano ang Cyle's Food Products? | 08:54 What problem is being solved? | 10:37 What solution is being provided? | 43:17 What are stories behind the startup? | 51:15 What is the vision? | 53:54 How can listeners find more information? CYLE'S FOOD PRODUCTS | Facebook: https://facebook.com/CylesKitchenCAPSU ATBI | Facebook: https://facebook.com/capsuatbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Melba Dap-og is Owner at 4G Ice Cream. 4G Ice Cream is a homegrown ice cream brand in Capiz, with a small restaurant in Roxas City, serving ice creams for salu-salos such as birthdays, weddings, anniversaries, and more. They are known for their delicious flavors: Mango Cheese, Buko Pandan, and now exciting flavors infused with Capiz's specialty, seafood. This episode is recorded live at CAPSU ATBI. CAPSU ATBI is an agri-aqua startup incubator based in Capiz State University - Dayao Campus in Roxas City. In this episode | 01:21 Ano ang 4G Ice Cream? | 06:41 What problem is being solved? | 12:58 What solution is being provided? | 23:02 What are stories behind the startup? | 55:16 What is the vision? | 57:09 How can listeners find more information?4G ICE CREAM | Facebook: https://facebook.com/4GIceCreamCAPSU ATBI | Facebook: https://facebook.com/capsuatbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Docs Outside The Box - Ordinary Doctors Doing Extraordinary Things
SEND US A TEXT MESSAGE!!! Let Drs. Nii & Renee know what you think about the show!We share some medical school scholarship opportunities and then answer a listener's question on what happens when your partner has a seasonal job in one location, but the best locum work opportunities are elsewhere. Dr. Love Anani also joined us over the phone and we discussed what we use to track payroll, expenses, deductions and mileage. FREE DOWNLOAD - 7 Considerations Before Starting Locum Tenens - https://darkos.lpages.co/7-considerations-before-locumsLINKS MENTIONED Payroll - http://Gusto.comTracking expenses - http://Quickbooks.comMileage - http://mileiq.comQ&A and Suggestions Form - https://forms.clickup.com/9010110533/f/8cgpr25-4614/PEBFZN5LA6FKEIXTWFSend us a Voice Message - https://www.speakpipe.com/docsoutsidetheboxSIGN UP FOR OUR NEWSLETTER! WATCH THIS EPISODE ON YOUTUBE!Have a question for the podcast?Text us at 833-230-2860Twitter: @drniidarkoInstagram: @docsoutsidetheboxEmail: team@drniidarko.comMerch: https://docs-outside-the-box.creator-spring.comThis episode is sponsored by Set For Life Insurance. What the Darkos use for great disability insurance at a low cost!! Check them out at www.setforlifeinsurance.com
Maria Carmen Besa is Owner at 7JF Steel Fabrication. 7JF Steel Fabrication is fabricating steel agricultural machineries. They are working with DOST to fabricate its patented machineries for agricultural uses. Aside from this, they also do metalworks such as welding, steel pipes, and trusses for residential and industrial use. This episode is recorded live at CAPSU ATBI. CAPSU ATBI is an agri-aqua startup incubator based in Capiz State University - Dayao Campus in Roxas City.In this episode | 01:13 Ano ang 7JF Steel Fabrication? | 06:38 What problem is being solved? | 13:54 What solution is being provided? | 25:35 What are stories behind the startup? | 35:37 What is the vision? | 38:41 How can listeners find more information?7JF STEEL FABRICATION | Facebook: https://facebook.com/7JFsteelCAPSU ATBI | Facebook: https://facebook.com/capsuatbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.SponsorsBDO Alliance - https://uqb.promo/bdo(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:39) - Exciting News: Keeper and Anchor Integration (01:53) - Details of the New Integration (04:03) - Customer-Driven Development (07:52) - Real-Life Use Cases (11:18) - Understanding Keeper and Anchor (14:50) - Initial Feedback and Reactions (16:10) - Admiration and Problem-Solving Approaches (18:39) - Industry Trends and Platform Consolidation (27:22) - Impact of Intuit's API Changes (31:11) - Future of Accounting Technology (33:19) - Upcoming Conference and Fun Plans (35:15) - Conclusion and Final Thoughts Keeper: https://keeper.app/?via=4aaea6Anchor: https://join.sayanchor.com/iX6Hba Mention Royalwise when you sign up to get a $50 creditScaling New Heights: https://www.woodard.com/scaling-new-heights-2025•Keeper Karaoke on Monday•Grab a tutu for Tutu Tuesday at the Royalwise booth, •Royalwise Pool Party at Cabana #9 on Wednesday!Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907
Random kwentuhan about startups in general and the startup ecosystem in Panay Island! Grab a drink with me, Jover, and Leovic, and enjoy! :) This episode is recorded live at Pueblo de Panay in Capiz. In this episode | 00:40 What are your backgrounds in entrepreneurship and innovation? | 25:38 What are your thoughts on the Panay Island startup ecosystem? | 01:24:39 What are your future plans regarding startups?THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Struggling to keep your business's cash flow steady? You're not alone. In this episode of Things Entrepreneurs Should Know, learn the essentials of cash flow management for small businesses—why it matters, the most common mistakes to avoid, and practical steps you can implement today to keep your business running smoothly. Plus, you'll get the top tips for forecasting, building a cash reserve, and using technology to make cash flow easier.Ready to take control of your business finances?Get 30% off six months of QuickBooks with [this link]Hey, Click Here to Send Us a Text MessageWant to discuss anything in this week's episode? Just send an e-mail to grow@schweiger.cpa. You can also follow us on Instagram and join our community on Facebook for bonus tips to grow your business.And be sure to check out our website at www.TESKPod.com for bonus content and other tips to help you grow your business while enjoying the lifestyle you're entitled to.Disclaimer: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during the podcast episodes. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.
Earmark Media Presents a bonus episode of Earmark Podcast: What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Richard Gearhart and Elizabeth Gearhart, co-hosts of Passage to Profit Show interview Jed Morley from Backstory Branding, Rick English from UP Advisors and David and Monica Kowalski from Lebowski's Kool-Luah. Is your brand BBQ-worthy or headed for an HR complaint? In this episode of Passage to Profit, branding expert Jed Morley, founder of Backstory Branding, dives deep into what makes a brand trustworthy, memorable, and scalable. From uncovering the power of the golden rule to aligning your team with purpose-driven messaging, Jed shares smart, strategic insights every entrepreneur needs to hear. Whether you're building a law firm, podcast studio, or nationwide community, this episode will help you brand with heart—and results. Read more at: https://www.backstorybranding.com/books/building-a-brand-that-scales Rick English is the Founder and Chief Consultant of Up Advisors a Business Consulting & Coaching Firm that he founded after 22 years in leadership roles. Up Advisors works with companies that are growing but lack structure, are stagnating and want to get back on track, are struggling and need fresh insights, are led by entrepreneurs who are burned out and need to be refreshed and firms in the midst of leadership transitions. Read more at: https://www.myupadvisors.com/ David and Monica Kowalski are the founders of Lebowski's Kool-Luah, an award-winning blend of bold coffee and smooth liqueur in one seriously chill bottle. Brewed with love in Colorado Springs, this righteous concoction is perfect over ice, mixed into a classic cocktail, or sipped straight when the vibe is just right. However you pour it, Kool-Luah brings the flavor, the nostalgia, and just enough kick to keep things interesting. Read more at: https://www.lebowskiskoolluah.com/ Whether you're a seasoned entrepreneur, a startup, an inventor, an innovator, a small business or just starting your entrepreneurial journey, tune into Passage to Profit Show for compelling discussions, real-life examples, and expert advice on entrepreneurship, intellectual property, trademarks and more. Visit https://passagetoprofitshow.com/ for the latest updates and episodes. Chapters (00:00:00) - Passing Through Business: How to Grow Your Business(00:00:26) - Passage to Profit(00:01:48) - How to Overcome Self-Doubt as an Entrepreneur(00:04:01) - What Does Your Brand Want To Be?(00:05:43) - Brand Trust: How to Win(00:10:45) - The Brand Strategy and Message Framework(00:12:42) - How to Communicate Your Brand(00:13:57) - How to Build a Brand With a Personal Touch(00:18:51) - How to Build a Brand for Your Podcast(00:20:14) - Best Branding Examples(00:21:17) - Should the Pope Be Protected?(00:25:39) - The Cheap Car Insurance Hotline(00:26:39) - Passage to Profit: Branding 101(00:27:21) - Elizabeth's Spotlight(00:29:09) - Podcasting: Is This a Good Fit for You?(00:29:46) - They're Going After Chicken!(00:32:20) - How to Make Your Business Run Better(00:33:20) - What's the Best Business Bookkeeping Software? QuickBooks(00:38:33) - Three Must-Have Jobs for Window Film Businesses(00:39:08) - When Do You Make a Hiring?(00:42:07) - What Entrepreneurs Need To Do To Grow Their Business(00:44:28) - Kulua: A Nostalgic Blend of Coffee and L(00:49:01) - White Russian(00:51:47) - The Lebowski's Kulua(00:54:23) - Your tax doctor--call now if you owe more than $10(00:55:22) - Passage to Profit(00:55:58) - Rick English(00:56:56) - What is your secret to success?(00:57:37) - I Went To A Hospital Opening(01:00:05) - P2P
Kiara Bonifacio is Co-Founder at Kuray Innovations. Kuray Innovations is pioneering sustainable solutions for marine conservation through innovative waste management. Kuray Innovations transforms oyster shell waste into artificial reef structures, addressing marine ecosystem degradation and waste management challenges. This episode is recorded live at CPUGAD TBI. CPUGAD TBI is a startup incubator based in Central Philippine University in Iloilo City.In this episode | 00:50 Ano ang Kuray Innovations? | 06:25 What problem is being solved? | 10:14 What solution is being provided? | 26:43 What are stories behind the startup? | 32:37 What is the vision? | 39:46 How can listeners find more information?KURAY INNOVATIONS | Website: https://kuray-innovations.vercel.appCPUGAD TBI | Website: https://startupwesternvisayas.com.ph/tbi/cpugad-tbi | Facebook: https://facebook.com/cpugadtbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Jerome Cabugwason is Founder and Executive Officer at Silid PH. Ferjen Torred is Co-Founder and Operating Officer at Silid PH. Silid PH is an AI-powered rental platform that helps students, professionals, and entrepreneurs quickly find affordable spaces and compatible housemates—cutting search time by 98% and costs by 80%.This episode is recorded live at CPUGAD TBI, a startup incubator based in Central Philippine University in Iloilo City.In this episode | 00:53 Ano ang Silid PH? | 04:14 What problem is being solved? | 07:33 What solution is being provided? | 17:40 What are stories behind the startup? | 32:19 What is the vision? | 34:49 How can listeners find more information?SILID PH | Website | FacebookCPUGAD TBI | Website | FacebookTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon | WebsiteEdited by: https://tasharivera.com
What happens when a major newspaper publishes a summer reading list where only five of the 15 books actually exist? Blake and David explore this real example of AI-generated content gone wrong and what it means for accounting professionals who increasingly rely on automated tools. They break down QuickBooks' latest price increases, demonstrate how AI can now build complex consolidation spreadsheets in minutes, and discuss why Excel skills still outrank AI knowledge in finance hiring. Plus, they examine the legal challenges facing Trump's tariff policies, alternative CPA pathway expansion, and hear from accounting student Jason Farley about the dangerous gap between classroom education and real-world cloud accounting practice.SponsorsPayhawk - http://accountingpodcast.promo/payhawkKeeper - http://accountingpodcast.promo/keeper REFRAME 2025 - http://accountingpodcast.promo/reframe2025 TeamUp - http://accountingpodcast.promo/teamupChapters(00:48) - Summer Reading List Mishap (02:52) - AI and the Future of Fact-Checking (05:27) - AI Video Generators and Fake News (08:20) - QuickBooks and AI Pricing Debate (09:16) - Elon Musk and Government Efficiency (10:41) - The Big Beautiful Bill and Its Implications (18:29) - Tariffs and Trade Wars (39:48) - Excel vs AI in Finance (42:42) - The Rise of Excel: A Brief History (43:44) - Introducing Perplexity AI: A Versatile Tool (53:56) - Alternative CPA Pathways and Legislative Changes (55:07) - The Role of the PCAOB in Audit Quality (59:25) - Controversies Surrounding IRS Commissioner Nominee Billy Long (01:03:59) - The Future of Accounting Internships and Outsourcing (01:20:20) - Perplexity's Onboarding Process: Results and Insights (01:24:38) - Upcoming Conferences and Closing Remarks Show NotesChicago Sun-Times fake summer reading list article https://www.chicagosuntimes.com/fake-summer-reading-list-2025South Carolina passes alternative CPA pathway legislation https://www.scstatehouse.gov/cpa-pathway-legislation-2025New Jersey alternative CPA pathway bill https://www.njleg.state.nj.us/bills/cpa-alternative-pathway-2025Oregon CPA licensure reform legislation https://www.oregonlegislature.gov/cpa-pathway-reform-2025Minnesota CPA education requirements change https://www.revisor.mn.gov/cpa-education-requirements-2025Illinois CPA pathway legislation https://www.ilga.gov/cpa-pathway-bill-2025Trump tariffs constitutional challenge court ruling https://www.reuters.com/legal/trump-tariffs-constitutional-challenge-2025Court of International Trade blocks global tariffs https://www.cit.uscourts.gov/trump-tariffs-ruling-2025International Emergency Economic Powers Act tariff authority https://www.treasury.gov/ieepa-tariff-authority-analysisPCAOB elimination provision in tax bill https://www.congress.gov/bill/pcaob-elimination-provisionBilly Long IRS Commissioner confirmation hearing https://www.finance.senate.gov/billy-long-confirmation-hearingBilly Long tribal tax credits promotion controversy https://www.irs.gov/tribal-tax-credits-fraud-warningFederal Tax Updates podcast with Danny Werfel https://federaltaxupdates.com/danny-werfel-interviewSolutions Magazine Excel vs AI survey https://solutionsmagazine.com/excel-ai-finance-survey-2025Microsoft Excel 40th anniversary analysis https://www.technologylab.com/excel-40-years-anniversaryQuickBooks pricing increases for AI features https://quickbooks.intuit.com/pricing-changes-ai-features-2025Puzzle AI accounting platform pricing https://puzzle.io/pricingDigits AI bookkeeping service costs https://digits.com/pricing-plansUplink AI bookkeeping pricing structure https://uplink.com/ai-bookkeeping-pricingAltman Dublin AI accounting company funding https://altman.ie/series-a-funding-announcementPerplexity Labs spreadsheet creation feature https://labs.perplexity.ai/spreadsheet-toolsMicrosoft Office bundling strategy vs Lotus 123https://www.computerhistory.org/excel-lotus-competitionMeet our Guest, Chayton FarleeLinkedIn: https://www.linkedin.com/in/chaytonfarlee/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website -
The Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy
Special Episode: Modern Therapist's Consumer Guide on Buying Time, LLC Curt and Katie talk with Bibi Goldstein, of Buying Time, who provides virtual assistant services for therapists. Bibi shares her journey from starting a personal assistant service in 2007 to evolving into a comprehensive VA company. She emphasizes the importance of delegating tasks, using systems like QuickBooks and scheduling software, and maintaining consistent social media presence. Bibi's team provides comprehensive support, including bookkeeping, social media management, and email inbox management. Bibi stresses the importance of regular communication and flexibility to meet clients' needs. Curt and Katie highly recommend Buying Time for its efficiency and quality of service. This episode is part of our Modern Therapist Consumer Guide, where we explore innovative tools and services built for therapists and their clients. In this podcast episode we talk about how to effectively incorporate business systems and delegate to a Virtual Assistant company like Buying Time, LLC We talk with Bibi Goldstein about her business philosophy, strategic advice for therapists, and the services offered by her virtual assistant company, Buying Time. Interview with Bibi Goldstein, Buying Time 0:01:00 - Introduction 0:04:06 - Company Origin Story 0:11:46 - Advice for Therapists on Business Operations 0:16:34 - Social Media Strategy vs. Implementation 0:20:00 - Delegation and Task Management 0:34:14 - Virtual EA vs. Virtual Assistant 0:36:17 – How to vet a potential Virtual Assistance Company 0:40:04 - How to Sign Up with Buying Time 0:43:20 - Contact Information Curt and Katie Chat – Our review of Buying Time 0:45:24 – Katie and Curt talk through our impressions of Buying Time: We view Buying Time as an exceptional virtual support service that goes beyond typical administrative assistance, offering strategic guidance and practical solutions for therapists and entrepreneurs. A Special Offer for the listeners of Modern Therapist's Survival Guide podcast from Buying Time Buying Time has put together a free Systems Inventory Checklist to help all of us to uncover hidden expenses and optimize spending in your practice. Go to buyingtimellc.com/mtsg to get your free checklist now! Relevant Links: • Website: buyingtimellc.com/mtsg • Email: service@buyingtimellc.com • Social Media: @buyingtimellc Credits: Voice Over by DW McCann https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano http://www.crystalmangano.com/
Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and customer tracking that users should be aware of.SponsorsDebits - https://uqb.promo/debitsResources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Alicia's Mobile app class was on May 13 - you can take it any time at http://royl.ws/QBOMobile?affiliate=5393907Alicia's QuickBooks Payments class - http://royl.ws/GoPayment?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHQB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 (00:00) - Introduction to the Episode (01:37) - Introduction to Payment Links (02:45) - Creating and Using Payment Links (06:23) - One-Time Payment Links (08:53) - Multi-Use Payment Links (11:24) - Limitations and Workarounds (18:04) - Advantages of QuickBooks Payments (20:08) - Conclusion and Upcoming Events
Whether summer is a peak time for your business or if it tends to get a bit slower for you, if you're like many business owners, you want to make sure you get to enjoy all that summer has to offer. Being proactive and purposeful with your time this summer will help to ensure you are able to not only reach the goals you want to accomplish for your business this summer but you'll be able to take time to enjoy your family and friends as well. In today's podcast episode, I walk you through some of the best practices to help ensure your summer is filled with everything you want to experience. 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; when you are proactive with how you manage your time this summer, you can maintain the work-life balance you're striving for. The summer will be gone before you know it, but if you follow these tips to get the most out of the time you have, you'll be able to be proud of your summer accomplishments and create many lasting memories. 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.
In this episode of Command Control Power, the hosts discuss recent events including a vacation and the ACEs conference. They dive into a detailed troubleshooting story involving QuickBooks server issues and explore the challenges associated with setting up Windows PCs and QuickBooks for clients. Additional topics include managing one password admin access for clients and a debate over using cases for Macs. The episode also highlights the 10th anniversary of the Mac Admins community and offers useful insights for managed service providers. 00:00 Introduction and Greetings 00:08 Vacation Recap: London and Spain 01:11 The Sunday Roast Experience 01:52 Yorkshire Pudding and British Cuisine 03:50 Party in Spain: Music, Conversations, and More 08:50 Back to Work: QuickBooks Troubles 28:46 QuickBooks Desktop vs. Online: The Cost Debate 29:11 Client's PC Purchase and Windows Upgrade Issues 30:12 Navigating Windows Setup and Software Challenges 31:00 Billing and Discounted Rates Discussion 33:00 Two-Factor Authentication Troubleshooting 35:11 One Password Support and Admin Access 47:10 Mac Admins Community and Personal Anecdotes 49:50 Client Device Trade-In and Repair Issues 51:58 Case or No Case: Protecting Your Devices
Smart business owners know a secret: paying to clean up your QuickBooks isn't an expense—it's an investment in your profits.
What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running...
Scott MacKenzie hosts Paul Jackson on the Industrial Talk Podcast, highlighting the renaissance in the industry and the importance of innovation, collaboration, and education. Paul Jackson, CEO of Method.me, discusses their no-code CRM platform designed for small businesses, particularly those using QuickBooks. Jackson shares a case study of a custom medical cabinet manufacturer who used Method.me to streamline their estimate process, saving time and costs. He emphasizes the potential of no-code solutions to adapt to business changes and predicts AI integration for future customization. Jackson also mentions the challenges of ERP systems and the importance of adopting technology to avoid business plateaus. Action Items [ ] @Scott MacKenzie - Consider attending the Boston ME Device conference in September 30 - October 1, 2025, as it may be relevant for businesses in the medical manufacturing industry. [ ] Reach out to Paul Jackson at method.me/industrial-talk to learn more about the platform and how it could benefit your business. [ ] Explore the evaluation process and checklist that method.me provides to help businesses determine their software needs. Budget Custom estimate screen for a client cost $1,500. Method is cheaper and less time-consuming than ERP solutions. Competition ERPs were mentioned as complex and costly alternatives. Excel and pen/paper are common alternatives used by 62% of Method's customers. SOS inventory mentioned as complementary solution for stronger inventory management. Objections Cost might be a shock for those not used to custom solutions. Biggest competition is not using anything, relying on Excel or pen and paper. Adoption of technology versus current practices can be challenging for small businesses. Small business owners often become bottlenecks, struggling to automate processes. Need Custom medical cabinet manufacturer struggled with complex estimation process. Owner became bottleneck for company growth due to manual processes. Businesses struggle to adopt technology, often using Excel or pen/paper. Companies hit roadblocks when scaling, needing customizable software solutions. Sentiment The tone was overwhelmingly positive, with Scott expressing excitement about the solution. Paul shared success stories and benefits of Method's no-code platform enthusiastically. Scott described the conversation as "great" and the solution as "impressive". Outline Introduction to Industrial Talk Podcast Speaker 1 introduces the Industrial Talk Podcast with Scott MacKenzie, emphasizing its focus on industry professionals and innovations. Scott MacKenzie welcomes listeners and highlights the importance of industrial professionals, encouraging them to own their achievements. Scott MacKenzie discusses the current renaissance in the industry and the excitement surrounding new technologies and solutions. Scott MacKenzie mentions his upcoming book, which will provide strategies for solving pain points in the industry, and encourages listeners to download it. Introduction of Paul Jackson and Method.me Scott MacKenzie introduces Paul Jackson, founder and CEO of Method.me, a CRM platform designed for small businesses. Paul Jackson's background is briefly discussed, including his experience in running a service business and his transition to software development. Scott MacKenzie emphasizes the importance of educating, collaborating, and innovating in the...
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