Podcasts about QuickBooks

Watch the YouTube version of this episode HEREAre you looking for advice on how to keep a firm running smoothly? In this episode of the Maximum Lawyer Podcast, Tyson interviews Gary Allen, a lawyer-turned-legal tech founder who shares lessons learned from witnessing two law firm collapse. Gary talks about inefficiencies and cultural barriers in traditional firms, then explains how these experiences inspired the creation of Lean Law.Gary shares his thoughts on the issues that can lead to the collapse of a law firm. One big issue is too much overhead in comparison to what a firm is making. In Gary's experience, his former employer paid too much overhead (i.e. rent, utilities), but the firm did not bring in as many clients which led to a lack of money being generated. There needs to be a formula that is followed to ensure clients are being brought in so a business can sustain itself. Another issue is time overhead, in which lawyers are working but the hours are not billable. This can cause lawyers to put in so much time and energy into work that they cannot be paid for.Gary delves into the creation of Lean Law, which is a company focused on streamlining law firm financial management through technology. Lean Law is the financial operating system for many law firms and helps firms process legal fees. It integrates Quickbooks, so firms can personalize their financial management to ensure fees flow in and out of the firm. It is a great tool for law firms to have so all finances are streamlined and money is in order.Take a listen!01:11 Lessons from Large Firm Failure03:27 Transition to a Healthier Firm10:57 Overhead Awareness and Cost Control 12:09 Transition to Legal Tech: The Spark for Lean Law 14:44 Vision for All-in-One Legal Software 30:58 AI Disrupting Legal Marketing and PPC Tune in to today's episode and checkout the full show notes here. Connect with Gary:Website Facebook  Facebook Gary LinkedIn Gary Linkedin  X Youtube 

Now on Spotify Video! Want your business to cut through the noise in today's crowded marketplace? It all starts with having the right marketing strategy for your offers. In this final episode of the Passion to Profit series, presented by Intuit, Hala Taha reveals the core strategies entrepreneurs need to effectively market their offers. From compelling messaging to storytelling that resonates, gain insider secrets from digital marketing experts like Russell Brunson, Tom Bilyeu, and Donald Miller on how to stand out and drive explosive sales. In this episode, Hala will discuss:  (00:00) Introduction (01:12) Marketing Tips for Attracting Ideal Buyers (05:42) The Power of Storytelling in Marketing (10:04) Building a High-Converting Marketing Funnel (16:39) Choosing the Right Platform for Your Business (22:23) Building Trust Through Authentic Engagement Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert. Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert.  Resources Mentioned: YAP E292 with Julie Solomon: youngandprofiting.co/MakeMoneyInstagram  YAP E312 with Russell Brunson: youngandprofiting.co/Million-DollarFunnel  YAP E327 with Tom Bilyeu: youngandprofiting.co/Billion-DollarMindset  YAP E214 with Donald Miller: youngandprofiting.co/MakeFirstMillion YAP E318 with Rudy Mawer: youngandprofiting.co/ScalingMillion-DollarBrands  YAP E348 with Kipp Bodnar: youngandprofiting.co/InboundMarketing  YAP E339 with Adam Schafer: youngandprofiting.co/OrganicSales  YAP E155 with Kelly Roach: youngandprofiting.co/ConvictionMarketing  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, SEO, E-commerce, LinkedIn, Instagram, Social Media, Content Creator, Advertising, Social Media Marketing, Communication, Video Marketing, Social Proof, Marketing Trends, Influencers, Influencer Marketing, Digital Trends, Content Marketing, Online Marketing, Marketing Podcast 

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.Sponsors(00:00) - Introduction and Hosts' Catch-Up (01:20) - Overview of July 2025 'In the Know' Session (03:27) - ProAdvisor Community News and Upcoming Courses (05:53) - QuickBooks on the Intuit Platform (11:28) - New Features in QuickBooks Online (19:24) - Bank Feeds Innovations (30:39) - Navigating Action Buttons (31:02) - Enhanced Grouping Features (31:24) - AI Assistance in Transactions (34:16) - Detecting Bank Fees (34:55) - Combining Matches in Bank Feeds (36:54) - New Accounting Agent Features (39:39) - Context Gathering for Transactions (43:28) - Anomaly Detection in Reports (46:06) - Improved Reconciliation Process (47:07) - Bill Pay Basic in All Plans (54:05) - Training and Membership Updates In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharingIntuit's Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingSign up for Alicia's Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907Dan's Links:Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDan's Blog on the AI Agents - https://snip.ly/UQAPAIAgents Dan's Blog on the AI Bank Feed: https://snip.ly/UQBAIBank QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

On this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Leeroy Beeby, chartered accountant, entrepreneur, and founder of Checkthelevel.com—to talk about the real-world struggles and solutions in the world of small business finance. Leeroy shares his journey from South Africa to Bermuda to Canada, and how growing up in a family of serial entrepreneurs shaped his drive for innovation. He opens up about the challenges of building and managing remote teams, how introverts thrive in entrepreneurship, and the lessons learned from hiring (and firing) fast. Most importantly, Leeroy unpacks the most frequent—and expensive—bookkeeping mistakes businesses make, and how his company's “Grammarly for bookkeeping” is helping owners and bookkeepers catch errors before they snowball. You'll hear actionable advice for entrepreneurs and accounting professionals alike, plus candid takes on the reality of AI in bookkeeping, remote work culture, and why sustainable growth matters more than just getting bigger. Ready to feel more confident about your books? Grab your headphones and get ready to learn, laugh, and start seeing your financials in a whole new light! Try Checkthelevel.com with a 30-day free trial (no credit card required), and connect with Leeroy on LinkedIn or by emailing contact@checkthelevel.com. **Contact Ed Parcaut:** -

In this episode of Farm4Profit, we explore the digital tools transforming the cattle industry with the innovators behind Performance Livestock Analytics. The spotlight is on two core technologies—Performance Beef and Cattle Krush—both designed to simplify the complexities of raising and marketing cattle.Performance Beef is a cloud-based cattle management software tailored for feedlot and cow-calf producers. It digitizes feed management, health records, cost-of-gain tracking, and market prep—all in one simple dashboard. With real-time updates and seamless integration with feed trucks, Bluetooth scales, and QuickBooks, it saves time, reduces errors, and supports more profitable decisions. And with more than 5 million cattle on feed and a 96% customer retention rate, producers are clearly seeing value.We also dig into Cattle Krush, a real-time market insights app that pulls data from the Chicago Board of Trade to help producers make informed buying and selling decisions. Tools like Auction Advisor, My Lots, and Profit Alerts show exactly where a producer stands—down to the head—on profitability and breakevens.The team shares how they identified this massive need in the industry, how user-friendly the platforms really are, and where they see the cattle industry heading as technology and data play a growing role in profitability. We wrap with real-world success stories and advice for anyone looking to upgrade how they manage their livestock operation. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/

Frank Armodia, Drex Omanio, and Elined Eve Bacalando are Co-Founders at Presscue. Presscue is an app that allows citizens to report emergencies in one press of a button. May it be crime, fire, earthquake, landslide, or any accident, Presscue efficiently connects to the appropriate office/agency, allowing fast response to come to the rescue. This episode is recorded live at ICEBOX TBI, technology business incubator in Mindanao State University - General Santos in General Santos City, Region XII.In this episode | 01:01 Ano ang Presscue? | 05:29 What problem is being solved? | 11:07 What solution is being provided? | 19:52 What are stories behind the startup? 30:11 What is the vision? | 36:20 How can listeners find more information?ICEBOX TBI | Facebook: https://facebook.com/iceboxtbiTHIS 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

Start a consulting business in the federal contracting: https://govclose.com GovClose graduate Des Daniels shares how he went from running his own small government contracting business to landing high-ticket B2B clients and growing a consulting firm — while traveling the world.We talk about the challenges of selling to the government vs. selling B2B, how to win clients as a consultant, and why having a system (and community) is the key to success.Watch next:What is government contracting? https://youtu.be/NzM23bK3g8IRun a GovCon business from anywhere: https://youtu.be/9ssNjSwx8n0⏳ Chapters00:00 – Why Des joined GovClose despite already winning contracts01:00 – The cashflow struggle: loans vs. smarter revenue streams02:00 – Discovering the consulting business model in gov contracting03:00 – Verifying GovClose with past students before joining04:15 – First impressions of the program: flexibility and strategy05:30 – How the program combines federal contracting & B2B skills06:45 – Moving from training to actually closing clients09:00 – The B2B sales learning curve (and how it differs from B2G)10:15 – How Des landed his first $4k/month client11:45 – How much should you charge as a federal consulting advisor?13:15 – Learning from the War Room & GovClose community15:00 – Why the community is so powerful: diverse experts at your fingertips17:00 – Projected revenue goals: $250k+ in year one, $500k–$750k 5 years19:45 – Running a govcon consulting firm while traveling the world22:00 – The value of accountability and mentorship in growing faster25:15 – Setting up your business properly: banking, QuickBooks, VA support27:15 – How Des and his wife split responsibilities running the business28:30 – The sweet spot of what you like, what you're good at, and what pays31:00 – Specializing in helping 8(a) and disadvantaged businesses succeed33:15 – Why most 8(a) businesses fail to leverage their certification34:15 – Where Des sees his consulting business heading next36:00 – How to contact Des and what to avoid askingJOIN the GovClose CommunityRING the bell

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.----------------------------------------Varda Raises $187M Series C to Manufacture Medicine in Space

Alejandro Sacramento is Co-Founder at Upsell. In Upsell, you can launch your e-commerce online store in under a minute effortlessly. Upsell is a homegrown Filipino company that enables e-commerce businesses to have their online store - focusing on the affordability and ease of use of the platform. Upsell also allows easy uploading and importing of inventory from other online store builders. This episode is recorded live at ICEBOX TBI, technology business incubator in Mindanao State University - General Santos in General Santos City, Region XII.In this episode | 01:06 Ano ang Upsell? | 04:51 What problem is being solved? | 09:19 What solution is being provided? | 21:33 What are stories behind the startup? 32:43 What is the vision? | 35:41 How can listeners find more information?UPSELL | Website: https://upsell.ph | Facebook: https://facebook.com/upsellofficialICEBOX TBI | Facebook: https://facebook.com/iceboxtbiTHIS 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

This Podcast Is Episode 638, And It's About Pillar 2: Controlling The Money - Construction Accounting And Bookkeeping How Smart Money Management Keeps Your Business Profitable and Stress-Free When most small construction business owners think about success, they envision a steady stream of jobs, high-quality work, and satisfied clients. But there's another side to the story that often gets ignored: the financial health of your business. And here's the truth we see every day as construction bookkeeping specialists: Even skilled contractors with full calendars can run into cash flow problems, tax stress, or profit shortfalls—not because of the work, but because of the numbers. That's where Pillar 2: Controlling the Money comes in. In this post, we'll talk about how to take control of your finances through simple, construction-friendly accounting practices—so you can stop guessing and start growing.  Why Money Control Is the Backbone of a Construction Business In construction, money doesn't flow evenly. You might spend thousands on materials before getting paid. You may win one big job and then go three weeks without a deposit. Labor and equipment costs can shift mid-project. It's a juggling act. That's why proper accounting isn't just about keeping the IRS happy—it's about: Knowing your job costs Pricing with confidence Keeping cash flow steady Making better business decisions Staying compliant and audit-proof If your books are messy, late, or nonexistent, you're flying blind. However, when your numbers are precise and current, you can run your business, not just react to it. The 5 Biggest Money Mistakes We See in Construction Businesses Let's start with the most common money-related problems we help contractors fix: 1. Bidding Without Knowing Actual Costs Many contractors “guesstimate” job prices based on experience rather than actual data. However, with inflation, labor fluctuations, and new materials, those estimates can quickly lead to underbidding and lost profits. 2. Mixing Personal and Business Finances Swiping your business card for groceries or buying tools with your debit card? That's a fast track to messy books and missed deductions. 3. Falling Behind on Invoicing or Collections Delaying invoices or avoiding follow-ups means delayed payments—and often, unpaid work. 4. Ignoring Overhead Suppose you only account for direct costs (such as materials and labor) and overlook indirect costs, including your phone bill, fuel, insurance, and software subscriptions. In that case, you'll never see your actual profit. 5. No Real Cash Flow Planning Not knowing how much is coming in or going out in the next 30 days can lead to bounced checks, late payments, and last-minute borrowing. Sound familiar? Let's fix that. The 3-Part System for Controlling Your Money Here's how we help contractors like you get your finances under control without overwhelming spreadsheets or accounting jargon: 1. Job Costing – Know What Each Project Really Costs Job costing is the process of tracking every dollar that goes into each project, including labor, materials, subs, equipment, and overhead allocation (LMOS™). Why It Matters: You'll know which jobs are profitable—and which ones aren't worth repeating. You'll improve your estimates over time using real data. You'll spot problems early (like a crew taking too long or material waste). How to Start: Use separate expense categories for each job in your accounting software (or at least use tags/notes). Track time and material costs in real-time, not weeks later. Include a portion of your overhead per job (rent, insurance, admin time, etc.). Even a basic spreadsheet is better than nothing. But ideally, use tools like QuickBooks with project tracking, or apps like Buildertrend that integrate with bookkeeping. 2. Cash Flow Management – Know What's Coming and Going Cash flow isn't the same as profit. You can make a $10,000 profit on paper, but still run out of cash if a client delays payment or if you pay subs too early. Why It Matters: Helps you avoid shortfalls, late payments, or needing to dip into personal funds. It makes it easier to plan purchases or hire help when you can afford to do so.   How to Start: Create a weekly cash flow forecast: List all expected income and expenses by date so that you can plan around slow weeks or high-expense periods. Require deposits and progress payments on jobs. Set up reminders for invoicing and follow-ups to ensure timely payments. A construction business with no cash cushion is one unexpected delay away from severe stress. Cash flow forecasting gives you breathing room and peace of mind. 3. Monthly Reporting – Make Decisions Based on Facts, Not Feelings Every month, you should be reviewing key reports that tell you how your business is doing, not just how you feel it's doing. The 3 Reports You Need: Profit & Loss Statement (P&L) – Are you making money? Balance Sheet – What do you own vs. owe? Job Profitability Reports – Which jobs performed best?   These reports help you: Adjust pricing and scope when needed Spot overspending early Justify business decisions (such as hiring, purchasing equipment, or expanding) Get ready for taxes long before tax season If your current bookkeeper isn't giving you these reports—or if you don't understand them—it's time for a better system. Bonus Tips for Easy Financial Control Here are a few more best practices we recommend for all small construction business owners: 1. Separate Business Accounts Use a dedicated business checking account and credit card. It simplifies tax prep, reduces errors, and keeps you audit-ready. 2. Keep Receipts and Documentation Use apps like Hubdoc, Dext, or QuickBooks Online to snap and store receipts. Label them with the project name for faster reconciliation. 3. Use Software That Fits Construction Generic accounting tools are sufficient, but platforms like QuickBooks for Contractors, Joist, or Buildertrend offer features specifically tailored to the construction industry, such as progress billing, time tracking, and job costing. 4. Work with a Specialist A bookkeeper who knows construction can save you hours of frustration—and thousands in missed tax deductions or mispriced jobs. The Bottom Line: You Can't Grow What You Don't Measure and What You Can Measure, You Can Manage You wouldn't build a house without a plan. So don't run your business without a handle on your numbers. Controlling the money through job costing, cash flow tracking, and monthly reporting allows you to: Price smarter Avoid financial surprises Protect your profit margins Make better growth decisions You don't need to become a financial expert. You need a system that gives you visibility—and a partner who can help you stay on track. Need Help Getting Your Finances Under Control? We specialize in helping small construction business owners like you: Set up or clean up their books Track job profitability Forecast cash flow Understand their financial reports Let us know how we can help you. Book a free 30-minute consultation and take the guesswork out of your finances—so you can focus on doing great work.

Now on Spotify Video! Crafting a winning business offer is one of the most critical and often overlooked steps in building a profitable venture. Without a validated offer, even the most passionate entrepreneurs risk building a business no one needs. In this episode of the Passion to Profit series, presented by Intuit, Hala Taha breaks down the building blocks of an irresistible offer. You'll hear from powerhouse entrepreneurs like Alex Hormozi, Amy Porterfield, and Russell Brunson on how to master the art of giving people exactly what they want. In this episode, Hala will discuss:  (00:00) Introduction   (00:00) Market Research: The Key to Starting a Business (00:00) How to Position Your Offer for Success (00:00) The Power of Value Selling (00:00) The Psychology of Pricing  (00:00) How to Test and Refine Your Business Offer Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert.   Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert.  Resources Mentioned: YAP E199 with Alex Hormozi: youngandprofiting.co/TheValueEquation  YAP E244 with Amy Porterfield: https://youngandprofiting.co/QuitMyJobBuiltaBusiness  YAP E302 with Cal Fussman: youngandprofiting.co/PowerofQuestions  YAP E155 with Kelly Roach: youngandprofiting.co/ConvictionMarketing  YAP E312 with Russell Brunson: youngandprofiting.co/Million-DollarSalesFunnel  YAP E337 with Adam Schafer: youngandprofiting.co/MindsetEntrepreneursWhoWin  YAP E150 with Bob Burg: youngandprofiting.co/Go-GiverSalesStrategy  YAP E318 with Rudy Mawer: youngandprofiting.co/PlaybookforScalingBrands  YAP E106 with Josh Kaufman: youngandprofiting.co/LaunchingaBusinessSideHustle  YAP E332 with Reid Hoffman: youngandprofiting.co/ScalingValuableCompaniesFast Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Entrepreneurship, Entrepreneurship Podcast, Business Podcast, Startup, Passive Income, Online Business, Solopreneur, Founder, Networking

Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.*This episode was live streamed*(00:00) - Welcome to the 100th Episode Celebration! (00:37) - Meet the Community and Hosts (01:34) - The Origins of the Podcast (04:59) - The Unofficial Nature and Honest Conversations (05:50) - Hector's Words of Wisdom (07:51) - The Importance of Collaboration (11:52) - Favorite Episodes and Memorable Moments (23:56) - Embracing Change and Innovation (31:17) - Feedback on Beta Testing (31:53) - Rant on Sample Company Updates (34:37) - Live Classes and Feedback Flooding (35:48) - Challenges in Training with QuickBooks (38:24) - Adapting to Changes in Training (41:51) - Outsourcing and Global Workforce (44:49) - Future of QuickBooks and AI (46:43) - Engaging with the Community (56:08) - Conclusion and Call to Action Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comOur Top 10 favorite episodes:uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Douqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern ageuqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the USuqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garciauqb.show/64  Sasan Goodarzi's keynote address from Intuit Connecthttps://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia's book: http://royl.ws/QBDT_to_QBOListen to Hector and Alicia AND follow along with Margie's hands-on exercise: https://scribehow.com/shared/Deleting_Accounts__mgYD5K7dSj-NdAEA71NMjAJoin Margie's free class every Friday: https://www.facebook.com/groups/qbo.gym.locker.room

Carren Mae Yongco, Anthony Yolach Lloveras, and Reinhart Logronio are Co-Founders at Artiverse. Artiverse is a platform where Filipino artists can showcase their work, connect with the community, earn from their crafts, and stay updated on art events and workshops. Artiverse is your gateway to Filipino artistry. This episode is recorded live at ICEBOX TBI, technology business incubator in Mindanao State University - General Santos in General Santos City, Region XII.In this episode | 01:03 Ano ang Artiverse? | 04:03 What problem is being solved? | 10:28 What solution is being provided? | 24:03 What are stories behind the startup? | 40:45 What is the vision? | 44:39 How can listeners find more information?ARTIVERSE | Website: https://waitlist.artiverse.online | Facebook: https://facebook.com/OfficialArtiverseICEBOX TBI | Facebook: https://facebook.com/iceboxtbiTHIS 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

Trevor McCandless is the Founder and Chief Entrepreneurial Officer at Fusion CPA, a boutique financial advisory firm specializing in tax planning, accounting, and business advisory services for growth-minded entrepreneurs. Under his leadership, Fusion CPA has grown into a dozen-CPA powerhouse, delivering tailored financial strategies through its proven three-step framework — Stabilization, Strategy, and Scaling. Trevor holds a bachelor's degree in accounting from the University of Florida and a master's in taxation from Georgia State University. He is a strong advocate for leveraging technology (NetSuite, QuickBooks, AI tools) and the EOS methodology to streamline operations and build high-performing finance functions. In this episode… What if your tax strategy could be so effective that it allowed you to live on a tropical island while building a thriving business? Most people assume financial freedom and lifestyle flexibility are years away — if they're possible at all. But what if the right planning, mindset, and tax approach could make that dream a reality? Trevor McCandless, a CPA and tax strategist, shares how he transformed his childhood lessons, relentless curiosity, and financial savvy into a dynamic career that combines entrepreneurship with lifestyle design. Trevor highlights the value of strategic “laziness,” advocating for hard work early in life to enjoy greater freedom later. He emphasizes building financial resilience, avoiding unnecessary debt, and prioritizing clarity in family-business relationships. His journey — from selling pens in elementary school to launching multiple businesses and relocating to Puerto Rico for tax advantages — offers a blueprint for others looking to structure a life-first business model. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Trevor McCandless, Founder and Chief Entrepreneurial Officer at Fusion CPA, about how to minimize taxes, build lasting businesses, and design a meaningful life. Trevor also shares why he moved to Puerto Rico, how he handled burnout during COVID-19, and why he's now championing family-run businesses in his upcoming book.

In this episode of "Building Texas Business," I sit down with Molly Voorhees, the president of Beck's Prime, Winfield's Chocolate Bar, and Agnes Cafe. Molly shares her journey from Silicon Valley back to her roots in Houston's culinary scene. She talks about how her passion for food and community has shaped her approach to running family-run businesses and the importance of customer service. We explore the challenges of maintaining a successful family business, emphasizing the importance of respecting individual expertise and fostering a collaborative environment. Molly discusses how she integrates technology into operations, which can be challenging for mid-sized companies. Her experiences provide insight into the practical hurdles of implementing new systems while maintaining efficiency. Molly also reflects on the entrepreneurial spirit in Texas, particularly in Houston, where local businesses benefit from a supportive community. She shares how this environment has been beneficial, despite the uncertainties and challenges in the business world. Her approach to leadership involves patience and listening to her team, allowing them to voice their opinions and ideas. The conversation also touches on the importance of authenticity and resilience in business. Molly shares how facing challenges early on, like financial struggles and an empty restaurant, taught her valuable lessons. She emphasizes the importance of mental health awareness in corporate culture and maintaining open dialogue about success and failure. As Molly looks forward to upcoming projects, she invites listeners to experience the culinary adventures that celebrate innovation and community. SHOW HIGHLIGHTS   Molly shares her journey from Silicon Valley back to Houston, taking on leadership roles in Beck's Prime, Winfield's Chocolate Bar, and Agnes Cafe, emphasizing her passion for food and community. The episode explores her innovative approach to maintaining high standards in Beck's Prime while expanding into the chocolate business, highlighting the importance of customer service and community connection. Listeners gain insights into managing a family-run business, where respecting individual expertise and fostering collaboration are essential for effective decision-making and business success. We discuss the integration of technology in operations, acknowledging the challenges faced by mid-sized companies and the potential for improved efficiency through technological advancements. The supportive entrepreneurial spirit in Houston is highlighted, showcasing how local businesses benefit from a community eager to see them succeed, even amidst ongoing challenges and uncertainties. Her reflections on entrepreneurship emphasize authenticity, resilience, and mental health awareness in corporate culture, encouraging open dialogue about success and failure. Excitement for upcoming projects is shared, inviting listeners to join in a culinary adventure that celebrates innovation and community in Houston's vibrant food scene. LINKSShow Notes Previous Episodes About BoyarMiller About Beck's Prime GUESTS Molly VoorheesAbout Molly TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: In this episode you will meet Molly Voorhees, president of Beck's Prime, winfield's Chocolate Bar and Agnes Cafe. Molly shares her passion for bringing people together over quality food and service and how, in difficult times, she looks for the next right thing to do to keep the company moving forward. Molly, I want to thank you for coming on Building Texas Business. Thanks for coming in today. Molly: Thank you for having me Excited to be here. Chris: So we have a lot to talk about with you because you cover a lot of areas. So let's start Just tell everyone kind of what it is you do, the companies that you're involved in and what they're known for. Molly: So we started Beck's Prime back in 1985. I was just 10 years old so I did not start it, but my dad, a lawyer, winn Campbell, and an operating partner, a guy named Mike Knapp, started it together. And really my dad, winn, loves food and grew up in the burger business in Dallas. Chris: Ok, what was the burger place in Dallas? Molly: It was golf. Chris: I've had lots of golf, yeah, so he was 14. Molly: He tells some fantastic stories about, you know, his first day on the job, cutting onions and being a human trash compactor and sort of all the love, and ended up getting a law degree. But always loved the food industry, always wanted to be in it and came up with the concept of Vex Prime in 1985. I convinced a lot of people to gamble with him and invest and that was the very first Vex Prime on Kirby. Chris: OK. Molly: I was 10, just kid watching, watching it all happen, while I, you know, played sports and did all the things you do and went to college, ended up in um tech out in silicon valley for a long time during the the boom and bust period okay and which was fun went to business school and then wanted to to come back and be in the restaurant industry and grow it. Food is fun. It's very personal. I had sold being in tech. You're not selling something that brings necessarily as much moment-to-moment joy as feeding people Okay, necessarily as much moment to moment joy as feeding people. And I really felt like with Beck's Prime we had something great and then it was time to grow it and so I've moved back here in 2006, back to Houston, and we started growing and building more Beck's Prime and then we took over the management five years ago, chocolate bar and rebranded that Winfield's chocolate bar and built a factory and new stores and now we're selling wholesale and corporate gifting. And then we have a little side concept that I did with a friend called Agnes. Chris: Okay. Molly: Agnes Cafe and Provisions. Chris: Oh, we're off the internet, right. And that was my crazy covid baby I was. Molly: I thought everyone wanted to get back to work and we needed to create jobs and he's desperate for community and the restaurant industry to come back. And there was a restaurant that had closed there and decided to open up a neighborhood cafe with a friend who was crazy enough to say yes when I brought her the idea and we opened Agnes four years ago in June and it is a local neighborhood favorite. Chris: That's great. That's great. So original inspiration, I guess obviously is your dad, and being exposed to the business Great. So original inspiration I guess obviously is your dad and being exposed to the business. What was it that got you to kind of branch into chocolate, because that's much different than kind of a full service meal concept. Well, in theory it was going to be easier. Molly: Famous last words. Famous last words. You know, I love how food brings people together and what we do at Beck's Prime is really hard, which is, you know, you walk up to the window or you drive through our drive-thru and I mean we are cut, grinding and patting all the burgers every day. Nothing's frozen. I mean we're cutting those French fries it is busy back there and we're going to get you a made from scratch meal in eight to ten minutes. And that's hard. So I thought, okay, let's be in the food business, but let's scoop ice cream and cut cakes and sell chocolate. Um, well, when we took the business, they weren't doing the highest quality version of that. So I was like, okay, well, I'm going to apply the Beck's Prime model to it and I'm going to make it all really high quality and we're going to make all of our own cakes and ice cream. And so now I've made it as hard or harder than go back to your roots. I mean, nothing is easy. Chris: Right Molly: But yeah, I think they're similar in the sense of how you manage a restaurant, all of the different services, and how you buy food and how you work on cleanliness and operations. So there's a lot of similarities. Chris: And, I would think, critically important to people you hire to be customer-facing. Right, to make that experience, the food's got to be great, but if the people aren't great as well, right, you have to get both right. Molly: Yeah, and there's actually some evidence that the people matter more than the food. So you'll be surprised the number of text messages I get and there's some science behind this too, not just anecdotal. But oh my gosh, that guy over at Memorial Park. Or the cute drive-thru cashier over there at Kirby who always gets my sandwich right and says, hello, I love her so much, she loves my dog. There's nothing about what they ate or if they enjoyed their meal or it tasted good. It's the people. So you know, I think that part we've done well, which is why we're still in business. Chris: So let's kind of go down that route a little bit. What is it that you have done? I guess it that you have done, I guess first at Beck's and now at Winfield chocolate to focus on getting the hiring right, the processes you put in place, what did mistakes you made that you learned from, kind of. To me that is the key to the kingdom and I think our listeners could learn a lot from what you've done to put such a good system in place to get the right people. Molly: So it's interesting. I think the basics matter right how we treat people every day. I think we've always done that really well inside of our team how we hire. So when we hire managers, we will never hire a general manager for a store. We will only hire an assistant manager and then they can move up to a general manager. But when we hire, we actually take a team member through a number of different steps. You know. Obviously they interview with our management team, they interview with other managers, they interview with the other managers, then they'll do a shadows shift where they'll come and work a shift with the team. So we're really trying to make sure we get people who see themselves working in our environment. Chris:Right. Molly: Right. If you don't, if you want to be a white tablecloth restaurant manager or employee, we're not the right place. So sometimes people will come and they'll spend a shadow shift with us and they don't want to be in the environment. And then we'll also ask them. We'll give them dinner passes and we'll say bring a loved one to lunch or dinner with you here. And we'll say bring a loved one to lunch or dinner with you here. And that test is does somebody who's close to you see you working here? Chris: Oh yeah. Molly: You know, and so we try to help employees find a couple touch points so that they know whether or not, culturally, we're a good fit for them. But from my perspective it's really interesting. I think we have incredibly loyal long-term team members who've been with us forever. If you ever go in one of our stores, you'll see these posters that celebrate, you know, 5, 10, 15, 20, 40 years of with us. People are like, oh my gosh, those people have been with you for so long and I'm like, well, those are just the people on the poster that year. Right, and really I think it comes down to basic manners, boundaries, respect, helping each other. But just treating people as you would want to be treated goes a really long way. Chris: Yeah, like I said, that's the basics right, and to have that longevity in your industry is remarkable. Molly: Transparency, kind but also clear. Hey, this is how this needs to happen, Not having policies. We're not a big policy company. Chris: I love that because. I feel, the same way. I think. As soon as you create a policy, then all you're dealing with is all the reasons there should be an exception to the policy. Exactly so just treat people humanly, and humanely and reasonably. Molly: Yeah, and if we need to figure it out we will. But you know, if we had a policy that you know you can't take care of a customer if it's going to cost us more than $15. Let's say we had some limit, or something. And that would just be such a buffer. And it turns out the manager who's trying to take care of the customers all of a sudden handcuffed Right Right, and they just want the ability to do the right thing. Chris: Right. Molly: They're in the service business. People don't go into the service business unless you enjoy serving people. Chris: Well, and if you know, I think if you're watching your business, if someone's abusing a system, you'll see it and that's not a policy issue or lack of policy issue, that's a character issue, right, that surfaces, that you maybe didn't catch in the hiring process. I also like what you said because I think I'm hearing more of this in the corporate world the experimental part of the interview process where you you put someone in a skills assessment situation. So you said the shadow session or whatever. I know we're trying to do that and assessing skill. You know it's one thing to ask questions and be you know in a conversation, but people's skill sets matter in these jobs, right, that's how they're going to sink or swim. So I think that you've incorporated that is something that I see more and more people trying to do. Yeah, and I love to bring the loved one in. Molly: We try to do the same as well. Chris: It's like do something social with your spouse or significant other, because you're going to be away from them with us a lot. Molly: you're going to be away from them with us a lot they're going to spend more time with us than they are, you know, with you so? Do you see them and you know? Chris: okay with us, yeah do you like? Molly: do you like us? Yeah? Chris: so let's let's back up a little bit, because you mentioned, obviously, dad and a partner started VEX Prime. At some point you come in and kind of take over. What was that kind of transition? Molly: like it's still in transition. Chris: Okay so. Molly: I would say we certainly do not have a policy of nepotism in our business, policy of nepotism in our business, but to say that we don't have a lot of dads and daughters and family members and cousins and aunts and uncles all working together, we would have a long laugh. So my dad is still involved in the business. He's still a full-time lawyer. He's still a full-time lawyer and he is, you know, he helps us with all sorts of higher level finance, legal type ideas. I mean he's all over the map there, Our chief operating officer, Mike Knapp, the original partner. He's still working and he manages all of our managers and operating team. His daughter is our HR director and we have a marketing director who's been with us for almost 20 years and her husband is a project manager for us. So, and then on our you know extended family, I mean we really we have have tons and tons of family members working together and we actually view it as a real asset because we're all so passionate and deeply engaged in the business, because we're looking for it to be as best as it can be, but we are also, I would say, have investors from our community and our friends and family. We've raised a lot of money and so we are very careful because we're trying to make money for all of our investors. We have a fiduciary duty to that. So, I think in many ways, part of our culture is we are a family business, but we're not run like a family business at all Right. So how was it? I guess? Chris: you coming back in and you know I guess dad and his partner letting go of some things, and I mean you know, I know from experience. You know we have clients that go through this and I've had some guests on the podcast. You know everyone experienced a little different. What can you share about maybe some of the things that, looking back, probably could have done better or things that actually went well? ADVERT Hello friends, this is Chris Hanslick, your Building Texas business host. Did you know that Boyer Miller, the producer of this podcast, is a business law firm that works with entrepreneurs, corporations and business leaders? Our team of attorneys serve as strategic partners to businesses by providing legal guidance to organizations of all sizes. Get to know the firm at boyMillercom, and thanks for listening to the show. Molly: Yeah, I mean, I think one of the things I mean it's always hard and I think that there's an ebb and flow to it. And you know, one of the things I think we did really well and we still do really well is we stay in our lane and I think we're really good at the active debate and listening and having hard conversations but listening to each other's points and coming together to make a decision that is methodical and thoughtful, versus well, you know, it's going to be my way, or the highway, like we very rarely would let someone just take something and run with the decision. We're very consensus oriented but we also stay in our lane. So, if you know, I've probably my strongest background is in marketing. If I feel really passionate about something related to marketing and and I've got my reasons and I'm, you know, persuasively getting everyone on board everyone's gonna be like, okay, cool, cool, yeah, you got it, got it, you know. Or my dad's like the contract needs to read this way. You know, with the Cisco vendor, we're like, okay, cool, great, you got it. So I think one thing we've done well is we. We have a lot of people with very specific expertise and we're able to learn from each other, but not stomp on each other. And so, like Mike Knapp, who's our chief operating officer, and we have got some other great operators on our team they know how to run a restaurant. Well, if I go in there and tell them how to do it, like I'm way overstepping them my lane. Chris: Right. Molly: Right. But if I go in there and I'm like, hey, I noticed like this seemed inefficient, what's going on there? They'll either be like oh gosh, we got to go fix that, Thank you. Or well, this is why we're doing it this way and I can learn from that. Chris: I think there's a lot of humility in that for the whole team Right. Molly: Yeah, you know, or feedback, that happens. Chris: Yeah, you know, no egos. Molly: Yeah, I mean we all have egos. But yeah, I mean I can say to my dad, if we cross that out, we're never going to make this deal, Like, stop being a lawyer. Chris:Right. Molly: I mean you know how it goes. It's like there's always the lines there, but I think we do a good job of being honest, transparent, giving feedback and then, when we cross the line which family members can do, we do a good job of like coming back together. Chris: Good, so there's grace too, right. Molly: Forgiveness grace. That wasn't my best moment, I'm sorry. Chris: Yeah, okay, wasn't my best moment, I'm sorry, yeah, okay. So let's talk a little bit about you know you're, you've grown this business and you've added to it. What are you think about like technology or innovation? Are there things in that realm that you've implemented to kind of help either with the growth or, once the growth has happened, help kind of manage and make it more efficient? Molly: So I came from tech right in Silicon Valley, so it's like, okay, let's get some platforms on this business right. 2000 was the year, and so I've now been through a lot of point-of-sale changes and QuickBooks to Great Plains Accounting, all these Clover, uber, online ordering, and we have tended to actually be pretty early adopters. We probably had online ordering off your phone earlier than most companies in Houston, and it's interesting because they're so great and, in theory, they're going to make your life so much easier and everything is going to be faster and more efficient. I don't always feel that it has worked out that way. Oh okay, feel that it has worked out that way. Okay, you know, I think the layers, the layers can add just more work or buffer or time, even in how long it maybe takes to place an order. And I think we went through. If we go back a decade, I think that was the painful era of technology in the restaurant space, I think. Where we are now with some of the point of sale systems and how they're integrating, how can I let me explain this when a decade ago, or even five years ago, you would be in our restaurant and you would see we'd have our point of sale system, we'd have the drive-thru speaker, we'd have an Uber iPad, a DoorDash iPad, a Favor oh wait, favor called in and then paid with a real credit card. So just imagine. All of that is like just messy. Chris: And you'rust trying to keep up. Molly: Right, we're just coming at you and all we want to do is take the order, take your money and send you on the way with your food right. So, like that transaction, for us that 20 years ago was you walked up to the counter, you paid and you left. Now we've got all these things right and and if the DoorDash order comes in on this tablet, I've got to enter it in this system on the cash register, or it won't go to the kitchen and then the kitchen doesn't get a ticket. So it seems like, in theory, we should all love all of this. And for the consumer who's like beep, beep, beep. Chris: On the sofa at home, right. Molly: Great. It's great for them. For us, it's been hard, you know, and and it has taken a lot of time. And now what? What? My point with technology now is that all those systems are finally talking to each other, and so we were taking more orders through a single unit. There's less double entry. Chris: So technology is catching up right Kind of with the innovation, all the innovation of all that. Now technology is catching up, so it's integrated. Molly: And then behind the scenes is like how our accounting and everything flows over whether it's from our vendors that we're buying food from, and finally everything is catching up. But I think we all take for granted how easy that integration is, and when you're a mid-level size company, like we are, you don't have the financial resources to spend money on the consultants that you really need to hire to help you integrate that, and so it just can be hard. Yeah. Chris: Well, that's a great point, I think, with aspiring entrepreneurs, right, that you you've got to face these challenges and sometimes the only way through them is you know it's going to be extra time and hours on you to figure it out because you don't have the capital to just go hire a consultant to come fix it. And that's one of those lessons learned, right? It sounds easy, sounds fun, but when you're in the middle of it it's either you're going to do it or it's not going to happen yeah, and you get. Molly: I mean, there's so many great ideas out there and great technologies and great marketing ideas, but the the thought process around implementation and execution typically isn't thought through by many companies that we're partnering with. Right. You know, oh, you just do this, this and this, which is a trigger for all of us. We always laugh when we're in a meeting. It's like, oh, it's no problem to switch from this point of sale system, this point of sales, and we're like right they're never there. Chris: That's sweet they're never there past the sales delivery. Right, it's just like. Then they're gone. You're off to sell someone else, that employee will quit if if I say we're gonna switch yeah well, let's talk a little more about. I guess you know you're born and raised here. Becks started here Chocolate Bar. Winfields now, what are some of the advantages that you feel like that you've experienced as a result of being a Texas based? Molly: company. I think Texans are unique in that we embrace entrepreneurs. In Houston, I have, in particular, found this to be an incredibly warm and receptive and we believe in you, molly attitude. I'm out there hustling chocolate so hard. I'm out there selling to businesses and people want to see us succeed. It's not like being in a part of the country where I feel sometimes like well, we'll see if she can make that happen, where they kind of mock you, whereas here I feel like people are behind us and that's such a positive that happen. You know where they kind of mock you, whereas here I feel like people are behind us and that's such a positive place to work, whether it's people who you're partnering with or buying from you or, you know, just giving you money to go make it happen. Right, it's hard to make a business happen without the ability to raise money. Chris: Sure. Molly: And there's faith involved in someone giving you their money to go make something happen. I mean, you never know, right, right. Chris: No, it makes sense. I couldn't agree more. I don't think what you described as kind of that spirit of Houston, houstonia, just kind of a very entrepreneurial, very welcoming and supportive community, love to see others succeed. So you know, let's talk about the contrast of that as we sit here today, and you're in the middle of it, and you're in the middle of it. Molly: What are some of the headwinds that you are dealing with or that you kind of see around the corner, that you're trying to prepare for? You know, I think everything feels a tiny bit chaotic right now, and I think it doesn't matter. You know where you are on any sort of belief system as a business person, you're sort of like what's happening right? And I think our hr director always says this. She's like what's the next right thing to do? What's the next right? And I think, with all the challenges and headwinds, and I think, with all the challenges and headwinds which I have to just globally say I can't specifically mention I'm like, oh, I could be like, oh, the tariffs are this or that. Maybe the tariff goes away tomorrow. It's not really a worry, but it could be a worry. It's just the uncertainty. Yeah, and uncertainty can be a significant economic headwind. Uncertainty can be a significant economic headwind because when we go into uncertainty mode, we are stuck. And we just. It's like we're all of a sudden we're standing on the Galveston beaches and our feet are sinking in that squishy sand. That's so warm right now and lovely. Chris: And we literally can't come out of it we don't do anything. Molly: It creates paralysis. We just go into, like, and so I think what's hard as a leader and as a texan and as an entrepreneur, is to not let that stop us from making decisions and moving forward. Yeah, so I go back to my hr director and says okay, what's the next right thing I need to do? Chris: let that stop us from making decisions and moving forward. So I go back to my HR director and says, okay, what's the next right thing I need to do? Yeah Well, I mean, I think it's one good you have a partner, whether it's any officer or not, but someone that you can lean on and have that. What's great about that is it's simple right. It's how you eat the elephant right, one bite at a time. So big picture can be overwhelming, create a lot of uncertainty, could create paralysis. So, okay, let's go back to the basics and what's the next right step, right, and then maybe with one step, it's easier to take the second step which leads to the third step and all of a sudden you've built some momentum. Molly: Yeah, and you can do something with that. Chris: Yeah. Molly: But it is you know, and at the same time as you take the next step, you've got to kind of know where you're driving towards. Chris: Yeah, so let's talk a little bit about leadership styles, and how would you describe your leadership style? How do you think that's evolved over time? Molly: You know I think I'm not very patient and I think that's hard, and I think it's hard to probably work with me, because we all have a tendency of we've got a great idea. We wanted to have happened two weeks ago. Chris: Right. Molly: Right, not just, not just an idea. It's like oh, that's a great idea, why don't? Why aren't we already doing it? Chris: And why is it already? Why isn't it done already? Molly: Like what's the problem? And so I think one of the things I've really had to work on is patience as a leader, and it's far more fun to be part of a team with a patient leader versus a chaotic always and and I don't do this perfectly well, and so either. I would believe you if you said you did, yeah, you wouldn't you know me for half an hour and you can tell this, but I think I love being a leader that people can say no to now. I think I love being a leader that people can say no to now. I think, it's really hard sometimes to be. You can be the type of leader people can't say no to because they're scared of you or they don't want to say no. But when my team has now in a place where we're close enough and capable enough, where they can say molly, that is a great idea, and if we try to do that right now, we will fail yeah like, okay, I can be mature enough to hear that now and I appreciate you saying that. So I think, I think I don't want to stop pushing us, but I've tried to learn as a leader where kind of thinking of an organ? Right now right, which pedals I should be pushing harder on or less hard? Chris: I think you raise a great point, because I think it's like anything. I think if there's too much of one thing, it's not good. It's that statement of everything in moderation, and I think one of the challenges of a leader is to know when to push and when to back off. So you had to when to be a little forceful versus empathetic and, you know, maybe demonstrating some more grace. But every situation is a little different. So a good leader assesses it and go okay, what type of leadership does this moment call for? Yeah, and it's that awareness, almost right, and learning to be a little bit versatile, because I think if you're all one all the time, you're not going to be as successful as you want. To be right, you will be in some moments, but you're going to fail miserably in others. And again, that's much easier said than done in practice, right? Molly: I mean, it's much easier said than I don't know. You know, I'm so critical of my own leadership skills. It's hard to even walk in here right now and be positive. And yet I would say I'm doing so much better than I was, and, in part, I think it's having people around me who have helped coach me to be a better leader. I've hired coaches, or I have people who've helped me through how to handle certain situations. I think tools help. It's interesting Six months ago, about a year ago we implemented this easy calendar tool so we could watch our projects and hold each other a little more accountable, and we got so crazy. We got off of using that tool and the team was like, hey, can we bring that back? Oh yeah, why do we stop doing that? And so I think when you do have tools that help you as a leader lead, they can be really useful. If they become a way for you to stop having, I think, the productive conversations and you're just kind of using it as a checklist, I think it can be dangerous, but there's ways to use all this technology and tools out there to benefit us as leaders. Sure, and I think that's something I've learned to do a little bit better in recent years. Chris: Any anything you can point to. I always like to ask this is not the fun question but failure or mistake that you experienced or encountered, that you learned from that. You're like that was a growth moment. In hindsight, man, it felt terrible, whatever I look back. And what a growth moment for me, anything you can share there, because I always find that that's such a great learning and it hopefully dispels for listeners, right, because you feel like you're the only one out there failing and he's like, no, you're not. Molly: Oh my gosh, you're going to learn from it. Yeah, and I think you know there's so much shame we only talk about our successes or people only talk about their successes, right, or it's more fun. I mean, I don't want to walk around talking about all the things I've done wrong, and this was a little while ago and I rely on it now because not everything we try. We've just released product at Central Market in June. We just yeah, super exciting. Chris: A chocolate product, a chocolate bar. Molly: We've got truffles and boots and some go to Central Market and buy our products. But also at the airports in the market, we've got some great fun Texas themed products at Intercontinental Airport. So if you're going through the airports, buy some Winfield's chocolate. So you go out there and I'm so excited right now to tell you about this. Right, we're in these great new major retailers and we're in 12 Kroger's. Well, what I'm not telling you is I've been in 15 Kroger's and now we're in 12 because we only find those. I'm not going to tell you about the three that we're not in anymore because they're not. You know, the others are doing great. Go find us at the Buffalo Kroger or the West Gray, go find us at the airport, and I'm not going to come back and be like, well, that didn't work. They never bought from us again. Which is, you work so hard to make those deals happen and get out there in the world and there's so much hustle and it may just not work. So, going back in time, I had an investor and this was a decade ago and we had opened some stores in Dallas, some Bex Prime restaurants, and one of them had failed and we were going to close it and I mean, I was devastated, ashamed, sad, all of the things, and I'd gone out and raised $2 million and I had lost that money. It was over and I had to call our investors and let them know what had happened. Phil Plant, he says so you stubbed your toe for the first time. I was like I did. He's like, yeah, you're going to keep stubbing your toe if you keep at this long enough. Chris: If you keep trying hard enough, right? Molly: If you keep trying hard enough and you keep putting these projects together and businesses. He's like you're going to have some wins and you're gonna have some losses and you're gonna stub your toe but keep going. And it meant I can't. I'm gonna cry thinking about it. He's a really great person and but that meant so much to me in that moment because I mean I had failed big time. I had the. Chris: It didn't work, you know talk about the value of having the right people around you, right? Wow, that's pretty cool. Molly: You know and with Agnes I mean that restaurant took a solid two years to take off. You know I had to go borrow some money to keep it going and now it is a place where our community meets and people love it and then it is neighborhood joy and connection. I could not be more proud of it. But I'm telling you, walking into a restaurant on a Friday night, that you have opened and convince people to give you money to open, and there there's not a single soul in the place not a single soul. Very humbling. Chris: Right, you wanted to go walk the neighborhood streets, going, come on. Molly: Yeah, and so I think you know now with my team I can, we can take the wins and the losses with a little more grace. Chris: Yeah. Molly: You know well, that didn't work. What are we going to try next? Chris: Yeah Well, I think you know it sounds like part of the culture, right, is you said? The one thing about you said as a leader is people aren't afraid to tell you no. And it sounds like you've created a culture where people aren't afraid to fail and learn from it and keep going, and that's to me a sign of a really strong culture. Molly: Well, and it's okay to say like well, that sucked. I screwed that up pretty bad. Chris: Well, we're conditioned to, like I said, we don't talk about failures. I think we're conditioned that, oh, don't talk about that, because it's got to look like it looks on Facebook and everybody's smiling and happy when we know that's not reality. And so we can get past that and just be transparent. Molly: Yeah, authentic. Chris: I think the better off we're all. Molly: But don't you think being more authentic has happened as part of post-COVID? Chris: era. Molly: Don't you think people are more open about their wins and losses? Chris: I think, so I don't know. It's kind of the chicken or the egg. I think Brene Brown started talking about it a lot more and it caught on in the corporate world and that was happening pre-COVID but close to COVID, and then with that the world goes upside down. I don't think anybody knew what. So about uncertainty, no one knew. So I think it did create a feeling of I don't know what's next and this okay to be authentic. And as we started coming out of that, then there's a lot probably exposed more in the sports world about mental health and all that kind of just built on itself, where I think we're learning it's okay and it's more acceptable to be more authentic. Right, it's a good thing, it's a great thing. Molly: It's way more fun to live in this world. I think I'm not. Fun is not the right word, it's just grounding. Chris: Yeah. Molly: It's more real. Right, I meet more real people. Chris: Agreed, agreed. So well, let's turn to a little bit more of a light side, okay, okay, so what's your favorite vacations place? Molly: Oh my gosh. Well, I'm a, I love adventure. So you know, skiing, hiking, colorado one of those Texas and Colorado type people for sure Love going down to Galveston and fishing and being on the beaches down there, and then we love to scuba dive. So hit the Caribbean. Chris: Awesome, that's all great things. Molly: I can identify with that Stay out of the sun. Chris: You're in the food business, but, and so this is my favorite question to ask every guest Do you prefer Tex-Mex or barbecue? Oh man Hardest question of the podcast. Molly: This is so hard that I might have to Gosh. You know I'm probably a barbecue person. I think I'm going to go. Chris: We have a lot of good barbecue around here. Look, it's a hard question for a reason we have a lot of good barbecue, a lot of good tex-mex. You know, I've even had people try to answer it by combining both there's not. Molly: you know, look at levi good, he's got his tex-ex and his barbecue. He's sort of doing it right, that's right, that's right. Chris: So well, I want to, you know, just wrap this up by saying thank you for coming on and sharing your journey, excited to see what you're doing. Obviously, we watched the Becks on Kirby get redone because we're right around the corner, but what you're doing with the windfield chocolate sounds exciting and uh. Hopefully, now people hear this, they'll know more about agnes and yeah, come to all of ours. Molly: You can do breakfast at agnes, lunch at beck's, dessert at windfields. Chris: You hit them all I like it, yeah, so there you go, uh kind of a full service yeah, integrated, you can do it. Them all love it it Well, Molly, thank you for coming on. Molly: Thank you for having me. Chris: Really appreciate you taking the time. Special Guest: Molly Voorhees.

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Recently, Ashley and I have had the privilege of meeting with some young couples and talking to them as they're just coming into marriage or preparing to be married. They often ask us a variety of questions, as you would expect from anyone talking to a couple who's been married for a while. One of the big issues that consistently comes up early in marriage—and continues to show up later—is the issue of money. That's been true in our marriage as well. It makes sense that money and finances are also a very real issue for business owners, especially those who are married and both spouses work in the business. So let's have that discussion. I think it's really helpful, and I want to drill it down to one financial dashboard that can bring clarity. Because that's our ultimate goal—to liberate you from chaos and make time for what matters most. By the way, my name is Scott Beebe. If we haven't met yet, I'm part of the Business On Purpose team. A lot of times we meet people who say, “Hey, I've got a vision for what I want to do.” Great! We help you write that down. We've got a vision story framework that does that well. One of the next steps is to build out your financial dashboard. This involves subdividing your cash accounts and will help you gain a much clearer picture of your actual financial health. Instead of lumping everything into one, two, or three bank accounts, it requires about six or more. Now, I know that sounds hard, but I promise it's not. Once we do that, we can begin to isolate the cash in your business and start tracking different aspects of your finances. By breaking your finances into categories, you can more easily monitor the flow of cash. We like to say “flow of cash” instead of just “cash flow,” because for many, that term brings to mind complex reports. This method also allows you to allocate resources effectively and make informed decisions—because now you can actually see where the cash goes. It's kind of like Dave Ramsey for business. Having that level of monetary organization lets you track progress toward any kind of goals—generosity goals, profit goals, reinvestment goals, and more. You can adjust your strategy as needed. Visioning and financial planning is not a one-time event. (And when I say financial planning, I don't mean what a financial planner does—I mean you allocating cash to plan the future of your business.) It's something we must regularly revisit and refine as the business grows and evolves. So, what can you do first? Start with a simple spreadsheet to track your cash balance every single week. You might ask, “Can we do this in QuickBooks or Xero?” Theoretically, yes. But you usually won't—and it serves as a great discipline to do it manually. That foundational step of a spreadsheet allows you to create a realistic budget for the year ahead. Look at your existing profit and loss statements and chart of accounts. If you don't know where to start, look at last year's P&L. That's a great starting point. Don't worry about being precise with your budget at first. Budgeting is more of an art than a science. Once you've got your vision statement and a basic financial dashboard in place, it's time to build out your organizational structure. So now you've got a vision and a financial dashboard—now build an organizational structure to know who's going to handle the financial “fuel” driving the business forward. Think of this like creating a skeleton for your business, similar to the human body. Instead of focusing on specific individual names, focus on the roles. We say “role first, people agnostic.” This lets you structure your business based on responsibilities instead of personalities. Next, identify and map out each process required to run your business. You've got a vision, a simple dashboard, subdivided bank accounts, and a consistent snapshot of those accounts. Now you can create an org chart to know who's doing what—and then define what they're doing. These processes fall into four core systems: marketing, sales, operations, and admin. List the processes under each of these categories. You don't need detail yet—just broad items like “website,” “social media,” or “outbound calls.” This gives you an overview of your operations. Once that's in place, you can map out your company culture using what we call the “Anchor.” You've got your vision, your cash tracking, your roles, and your processes. But how do you build culture into that? Use the Anchor. Create another spreadsheet. List the weeks of the year across the top and your cultural elements along the left-hand side. These could include team meetings, performance reviews, birthday celebrations, anniversary celebrations, training schedules, and more. Then plot these cultural events across the calendar. Assign one person to manage the Anchor and you'll have a visual representation of your business's RPM culture—Repetition, Predictability, and Meaning. It's about creating a framework. It doesn't have to be perfect from the start. The goal is to have these pieces in place and work them with consistency. As you implement these steps, you'll gain a much clearer picture of your business's structure, finances, and culture. It allows you to make better decisions and build a stronger foundation for growth. So we started with money—realizing that money is just fuel. It's a tool to pursue your vision, build clarity around your structure, understand your processes, and foster your culture using simple, actionable tools. If you don't know where to start, here are five good tools to begin with: Vision Story – Lay out where you're going. Financial Dashboard – Track your cash. Organizational Structure – Clarify roles and responsibilities. Processes – Know what needs to be done. Anchor – Build and maintain your culture. That's the glue that holds everything together. So just like those young couples ask, “Where do we start with money?” I've just walked you through five simple tools to start building intentionality into your business. Why? So you can be liberated from chaos and make time for what matters most. Hey—make sure to go to mybusinessonpurpose.com. You can check us out there. And if you go to mybusinessonpurpose.com/healthy, you can take a five-minute health assessment to understand the strength and sustainability of your business's backend.   Want help building a clear financial dashboard? Visit mybusinessonpurpose.com/ask to connect with a BOP coach. To check the health of your business, visit mybusinessonpurpose.com/healthy today! SIGN UP for our Newsletter HER➡️ https://www.boproadmap.com/newsletter For blogs and updates, visit our site HERE ➡️ https://www.mybusinessonpurpose.com/blog/ LISTEN to the Business On Purpose Podcast HERE ➡️ https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210 SUBSCRIBE to our YouTube channel HERE ➡️ https://www.youtube.com/channel/UCbPR8lTHY0ay4c0iqncOztg?sub_confirmation=1

Noel Gunay is Project Leader at ICEBOX TBI. ICEBOX TBI is a technology business incubator based in Mindanao State University - General Santos in General Santos City, Region XII. ICEBOX TBI is a DOST-assisted TBI supporting smart systems startups, providing mentorships, networks, office spaces, and more to their incubatees. Watch the episode to learn more about the services that ICEBOX TBI provides for startups! This episode is recorded live at ICEBOX TBI, technology business incubator in Mindanao State University - General Santos in General Santos City, Region XII.In this episode | 01:14 Ano ang ICEBOX TBI? | 06:14 What services are provided by the incubator? |15:08 Who are notable startups supported by the incubator? | 17:45 How can interested startups join? | 21:38 What is the story behind the incubator? | 25:10 How is the startup ecosystem in General Santos? | 40:07 What are future plans for the incubator? | 45:23 How can listeners find more information?ICEBOX TBI | Facebook: https://facebook.com/iceboxtbiTHIS 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

In today's episode, we dive into the juicy topic of being a "bad boss" to ourselves as entrepreneurs. Isn't it funny how some of the very behaviors that made us decide to stop working for a bad boss, are often some of the same behaviors we do to ourselves. Things like overworking, neglecting self-care, not setting boundaries, working unreasonable hours, and more. Together, we explore how these bad boss behaviors can lead to burnout and resentment, So, if you're ready to stop being a bad boss to yourself and start thriving in your entrepreneurial journey, this episode is packed with insights and encouragement just for you!

In this episode, we're joined by Nahshon “Nay” Cook-Nelson, the growth expert behind explosive campaigns for top brands like Monopoly Go, Hootsuite, and QuickBooks. His strategies have generated over 200 million organic views, and now he's revealing how indie developers can apply the same AI-powered frameworks to grow their apps.Nay is the Growth Marketing Lead at NineTwoThree Studio, where he helps scale apps through creative campaigns and streamlined AI content creation workflows. With deep experience in paid social, influencer marketing, content systems, and AI-led ad testing, he's here to break down what's working right now in growth marketing.You'll learn how to supercharge your app marketing with AI—even on a small budget. From choosing the right tools to crafting content that works across every stage of the funnel, Nay shares practical, real-world strategies you can implement today.You will discover:✅ How to use AI to level up your ad creatives✅ Content workflows with and without AI✅ The “AI Prioritization Index” for deciding what to build next✅ How to run high-impact campaigns without blowing your budget✅ Indie-friendly growth tools you should useLearn More:https://www.linkedin.com/in/naycook/Work with us: https://www.appmasters.comIndie App Santa: https://www.indieappsanta.comGet training, coaching, and community: ⁠https://appmastersacademy.com/*********************************************SPONSORSArcads is the fastest and best indie-friendly platform to create authentic, AI-powered UGC-style video ads — all from just text input.- Emotionally resonant, human-like videos- Perfect for app demos, testimonials, and paid social creatives- Built for speed, built to convertWhether you're launching or scaling, Arcads makes it easy to test and iterate video ads.Try it now: https://www.arcads.ai/?comet_custom=appmasters*********************************************Everyone's talking about web2app funnels - the breakthrough strategy maximizing mobile revenue. But building them in-house takes months of development. web2wave eliminates the complexity with their innovative all-in-one platform✅ AI funnel generator✅ powerful drag-and-drop quiz builder✅ streamlined payments✅ comprehensive analytics✅ smart A/B testing✅ and moreLaunch high-performing web2app funnels in days, not months.Visit https://web2wave.com/ to create your web2app funnel for free.*********************************************Follow us:YouTube: ⁠AppMasters.com/YouTube⁠Instagram: ⁠@App MastersTwitter: ⁠@App MastersTikTok: ⁠@stevepyoung⁠Facebook: ⁠App Masters⁠*********************************************

In this episode, we're joined by Nahshon “Nay” Cook-Nelson, the growth expert behind explosive campaigns for top brands like Monopoly Go, Hootsuite, and QuickBooks. His strategies have generated over 200 million organic views, and now he's revealing how indie developers can apply the same AI-powered frameworks to grow their apps.Nay is the Growth Marketing Lead at NineTwoThree Studio, where he helps scale apps through creative campaigns and streamlined AI content creation workflows. With deep experience in paid social, influencer marketing, content systems, and AI-led ad testing, he's here to break down what's working right now in growth marketing.You'll learn how to supercharge your app marketing with AI—even on a small budget. From choosing the right tools to crafting content that works across every stage of the funnel, Nay shares practical, real-world strategies you can implement today.You will discover:✅ How to use AI to level up your ad creatives✅ Content workflows with and without AI✅ The “AI Prioritization Index” for deciding what to build next✅ How to run high-impact campaigns without blowing your budget✅ Indie-friendly growth tools you should useLearn More:https://www.linkedin.com/in/naycook/Work with us: https://www.appmasters.comIndie App Santa: https://www.indieappsanta.comGet training, coaching, and community: ⁠https://appmastersacademy.com/*********************************************SPONSORSArcads is the fastest and best indie-friendly platform to create authentic, AI-powered UGC-style video ads — all from just text input.- Emotionally resonant, human-like videos- Perfect for app demos, testimonials, and paid social creatives- Built for speed, built to convertWhether you're launching or scaling, Arcads makes it easy to test and iterate video ads.Try it now: https://www.arcads.ai/?comet_custom=appmasters*********************************************Everyone's talking about web2app funnels - the breakthrough strategy maximizing mobile revenue. But building them in-house takes months of development. web2wave eliminates the complexity with their innovative all-in-one platform✅ AI funnel generator✅ powerful drag-and-drop quiz builder✅ streamlined payments✅ comprehensive analytics✅ smart A/B testing✅ and moreLaunch high-performing web2app funnels in days, not months.Visit https://web2wave.com/ to create your web2app funnel for free.*********************************************Follow us:YouTube: ⁠AppMasters.com/YouTube⁠Instagram: ⁠@App MastersTwitter: ⁠@App MastersTikTok: ⁠@stevepyoung⁠Facebook: ⁠App Masters⁠*********************************************

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.----------------------------------------Carbon to Sea Initiative Commits $4M to Ocean Carbon Removal R&DFunding: $4 million joint investment with MEOPARGoal: Advance research on ocean-based carbon dioxide removal in CanadaImpact: Unlocking ocean tech as a scalable solution for climate mitigation

Alyssa Vallejos is Operations Head at OJT Connect. OJT Connect is a philanthropic project founded by tech entrepreneur Romel Romero, based in San Diego, California. Recognizing the job skills mismatch in the Philippines, he envisioned a platform that bridges the gap between students and meaningful on-the-job training opportunities.In this episode | 01:44 Ano ang OJT Connect? | 06:26 What problem is being solved? | 13:07 What solution is being provided? | 31:32 What are stories behind the startup? | 45:05 What is the vision? | 51:04 How can listeners find more information?OJT CONNECT | Website: https://ojtconnect.com | Facebook: https://facebook.com/ojtconnectTHIS 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

Why is AI failing at basic accounting tasks while claiming to outsmart PhD students? Blake and David dive into the stark reality of AI implementation in accounting, from Ramp's promising new expense management agents to QuickBooks' baffling suggestion to credit and debit the same account. You'll discover the critical security vulnerabilities in AI systems and learn why clients are increasingly using AI to fact-check their accountants' advice. Plus, get a comprehensive breakdown of the top 10 tax planning opportunities in the One Big, Beautiful Bill Act—from permanent 100% bonus depreciation to Trump accounts for children. The hosts also explore which companies will be AI's biggest losers and why the future of accounting lies in financial management, not advisory services.SponsorsOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:30) - The Big Beautiful Bill: Tax Provisions Overview (01:53) - AI in Accounting: RAMP's New AI Agents (02:56) - QuickBooks AI Agents: Frustrations and Feedback (06:05) - RAMP's AI Agents: Features and Benefits (14:38) - AI's Impact on Employment: Winners and Losers (20:54) - Grok 4: The Future of AI in Accounting (36:53) - Juno and Tax Prep Automation (37:52) - The Rise of AI in Cyber Attacks (38:26) - Social Engineering and AI (39:18) - Hidden AI Prompts in Academic Papers (41:25) - AI Security Risks and Internal Controls (45:45) - The Accountant's Labor Shortage (46:59) - Tax Planning Opportunities in the New Bill (56:29) - The Impact of the New Tax Bill (01:00:45) - Final Thoughts and Wrap-Up  Show NotesRamp agents: Let finance teams do finance https://ramp.com/blog/ramp-agents-announcementMicrosoft shares $500M in AI savings internally days after cutting 9,000 jobshttps://techcrunch.com/2025/07/09/microsoft-shares-500m-in-ai-savings-internally-days-after-cutting-9000-jobs/Indeed, Glassdoor to lay off 1300 staff amid AI pushhttps://techcrunch.com/2025/07/11/indeed-glassdoor-to-lay-off-1300-staff/Workday Stock Takes A Hit After Piper Sandler Survey Flags AI-Driven Headwinds, But Retail's Optimistic https://stocktwits.com/news-articles/markets/equity/workday-stock-takes-a-hit-after-piper-sandler-survey-flags-ai-driven-headwinds/ch8GfqaR5kYElon Musk's xAI launches Grok 4 alongside a $300 monthly subscription https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/Hidden AI prompts in academic papers spark concern about research integrity https://www.japantimes.co.jp/news/2025/07/04/japan/ai-research-prompt-injection/Tax provisions in the One Big Beautiful Bill Act https://www.journalofaccountancy.com/news/2025/jun/tax-changes-in-senate-budget-reconciliation-bill/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

Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accurate data throughout the year, not just at year-end. The episode focuses on the powerful Reclassify Transactions tool and how it can save time while ensuring data accuracy across all reporting periods.Sponsors(00:00) - Introduction and Wheel of Rants (00:31) - The Reclassify Tool: A Modern Approach (04:17) - Creating Rules for Accurate Categorization (07:34) - Using the Reclassify Transactions Tool (14:34) - Conclusion and Final Thoughts Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comLinks from Episode Use this link to access Reclassify from any QBO file, even if you don't have the QBOA briefcase: qbo.intuit.com/app/reclassify-transactionBDO Alliance: https://www.bdo.com/about/bdo-alliance-usaAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, is joined by Myles Davis, founder of Dentrec—a platform designed to bring clarity and consistency between dental practice management systems, bank accounts, and accounting software like QuickBooks.Wes and Myles explore the common yet often overlooked issue of reconciling collections data with actual deposits. They dive deep into how disorganization or gaps in reconciliation can lead to embezzlement, financial misstatements, patient trust issues, and inefficiencies in team performance tracking.Myles shares how Dentrec is helping DSOs and solo practices alike automate reconciliation, allocate deposits correctly (especially across multiple offices or tax IDs), and keep all systems—from PMS to bank accounts to financials—in sync. Learn why this simple yet powerful solution is transforming dental practice accountability, financial health, and team transparency.Key PointsDentrec helps reconcile collections data from PMS (like Open Dental, Dentrix, Eaglesoft) with actual bank deposits and QuickBooks.Lack of reconciliation can lead to embezzlement, financial misstatements, tax underreporting, and loss of patient trust.Dentists often don't catch missing funds or misallocated deposits due to lack of time, process, or tools.Dentrec is especially useful for DSOs with centralized banking or shared TINs across practices.Automation and accountability reduce human error and increase practice efficiency.Embezzlement remains alarmingly common—40% of dentists experience it at least once.Dentrec also tracks whether payments were correctly posted to patient ledgers.The “fork test” analogy shows how disorganized workflows cost teams time and money.Aligning PMS, financial reporting, and bank data helps owners stay informed and in control.#DentalBoardroomPodcast #Dentrec #DentalFinance #DentalEmbezzlement #PracticeManagement #DSO #DentalTech #FinancialReconciliation #WesReed #MylesDavis #QuickBooksDental #OpenDental #DentalAccounting #CashFlowManagement #DentalPracticeGrowth

Links & Resources:Apparel Success Mastermind: https://www.skool.com/apparel-success-mastermindDesign.com (design tool with discount): https://www.design.com/apparelsuccessIn this video, I reveal how we're using advanced AI tools—specifically ChatGPT Pro—to solve major business challenges and scale our clothing brand, Therapywear, toward becoming a multi-million dollar company. From reducing manufacturing costs to streamlining overseas shipping and optimizing Facebook ads, AI is transforming the way we run every part of our business. Therapywear launched the world's first infrared heated hoodie designed for neck, back, and shoulder pain relief in late 2024. Despite early success with sold-out inventory and strong customer reviews, we faced bottlenecks in manufacturing expenses and lengthy overseas shipping delays. By investing in ChatGPT Pro's AI capabilities, including live web browsing and powerful data synthesis, we uploaded every detail from Shopify sales, Meta ad campaigns, QuickBooks finances, product patents, and more. This enabled us to get AI-driven insights and solutions faster than ever. Watch as I demonstrate how AI helped us find reliable overseas manufacturers that can produce our complex heated clothing product at a competitive cost and offer direct-to-customer shipping to eliminate long lead times. I also show how ChatGPT assisted in drafting outreach emails and how this new way of running a brand can be a game-changer for entrepreneurs. If you're building a clothing brand or any ecommerce business, this video shows you how to harness AI like ChatGPT Pro to crush bottlenecks, optimize supply chains, and scale faster with smarter marketing. Don't miss the future of brand building with AI-powered business growth strategies.0:00 AI solving business problems instantly0:24 Launch & early success of TherapyWear hoodie0:46 Key challenges: manufacturing costs & shipping delays1:05 Why we invested in ChatGPT Pro for business growth2:01 Uploading company data into ChatGPT for insights4:48 How AI finds overseas manufacturers & improves supply chain6:36 Using AI to write emails and secure manufacturer calls7:17 The future of AI-driven brand building & how to get started

Jed Agayan is Founder at OMMU. OMMU is an online platform where creators and enthusiasts can collaborate together to organize events or simply just meet up. OMMU, from the word community, aims to bring everyone together - organizers, suppliers, equipment providers, consumers, and everyone concerned in any niche or advocacy. This episode is recorded live at ICEBOX TBI, technology business incubator in Mindanao State University - General Santos in General Santos City, Region XII.In this episode | 01:27 Ano ang OMMU? | 03:26 What problem is being solved? | 12:19 What solution is being provided? | 20:54 What are stories behind the startup? | 39:48 What is the vision? | 42:16 How can listeners find more information?ICEBOX TBI | Facebook: https://facebook.com/iceboxtbiTHIS 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

In this episode of Grow a Small Business, host Troy Trewin interviews Nelly Gal, founder of Live Vibrant Wellness & Esthetics, who shares her incredible story of going from $0 to building a $2M+ med spa business in just four years. Nelly opens up about supporting 12 family members back in Cuba, working only three days a week, and how she overcame burnout while scaling her clinic. She dives into the mindset shifts that helped her grow, the power of trusting her team, and why true success means having wealth without sacrificing joy or health. It's a must-listen for entrepreneurs, especially women, seeking inspiration to build a thriving business and life on their own terms. Other Resources: When should a growing small business have a Board of Directors or Advisors?en should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board 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? According to Nelly Gal, the hardest part is changing your own mindset and truly believing in yourself. She says overcoming self-doubt and imposter syndrome is tougher than any operational or financial challenge. What's your favorite business book that has helped you the most? Nelly Gal shares that Traction by Gino Wickman has been one of the most impactful books for her business journey, along with favorites like Atomic Habits and The 4-Hour Workweek. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Nelly Gal reveals that her biggest resource lately is actually ChatGPT and exploring AI tools. She's also invested in learning platforms like the app Cursive to deepen her knowledge of AI and tech for business. What tool or resource would you recommend to grow a small business? Nelly Gal strongly recommends having a solid CRM like Go High Level, using QuickBooks for finances (handled by her accountant), and above all — mastering AI tools like ChatGPT to save time and unlock new strategies. What advice would you give yourself on day one of starting out in business? Nelly Gal would tell her younger self: keep going, it gets better. Believe in yourself, stay patient, and know that you're far more capable than you think — your hard work will create something that feeds people, brings joy, and changes lives. 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: Success isn't a number in your bank account — it's working three days a week, caring for your family, and living without burnout — Nelly Gal Trust your gut when hiring; the wrong person in the wrong seat will cost you more than you can imagine — Nelly Gal Invest in ads, invest in your team, and most importantly, invest in yourself — because your growth is the foundation of your business — Nelly Gal

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Hey friends,After 10 incredible years of building Causeartist solo, I'm excited to share something personal with you.Last year, some amazing partners who believe deeply in the mission and future of Causeartist reached out. I knew from the initial conversation it was the right fit.The Pay It Forward Company (PIF) has officially acquired Causeartist, and I couldn't be more energized about what this means for the next decade.What's changing?Nothing about the core mission or voice will change. I'm still the founder of Causeartist and will continue to lead our daily content, podcasts, and community—just with more support, more resources, and a bigger vision.What's new?In addition to running Causeartist, I've also joined the PIF Venture Team as a partner. This means I'll be working more closely with early-stage impact startups and the people building infrastructure for a better world. More on that soon.Joining PIF feels like the perfect move at the right time.Their values align perfectly with everything Causeartist stands for: purpose-driven ventures, impactful innovation, and paying it forward.You can learn more about the venture side of the firm here and the advisory side here.To everyone who's subscribed, shared a post, tuned into the podcast, or built something impactful—you've helped Causeartist grow into what it is today. And now, we get to grow even further, together.We have some exciting things happening in the future.Here's to the next decade.

Law firm owners often feel overwhelmed by their financial statements, staring at QuickBooks reports that seem to tell only half the story. The disconnect between having financial data and understanding what it means for strategic decision-making creates unnecessary anxiety and missed opportunities.In this episode, I'm talking with Danielle Hendon, a fractional CFO who specializes in helping law firms transform their relationship with their finances. We explore how to structure your revenue streams and expenses to understand which practice areas are truly profitable, why treating all costs the same way obscures important business decisions, and how budgeting becomes a strategic tool rather than an annual exercise you dread.Get full show notes, transcript, and more information here: https://www.agileattorney.com/78

Ever feel like you're crushing it in session but completely lost when it comes to your practice's finances? You're not alone—and you're definitely not broken. In this episode of The Practice of Therapy, Andrea Rotondo is here to pull back the curtain on the real reason so many therapists avoid their numbers (spoiler: it's not laziness), and how to stop letting fear and overwhelm run the show. If QuickBooks makes you want to cry, if you've ever Googled “what is a P&L?” at midnight, or if you just want to feel a little more confident talking to your accountant, this conversation is for you. Andrea's down-to-earth, practical, and totally non-judgy approach will help you stop avoiding and start owning your role as the CEO of your practice, without needing a finance degree or a personality transplant. Trust us: this is the pep talk your bank account has been waiting for. 5 Things You'll Learn in This Episode: Why avoiding your numbers only makes them scarier How to start small and build financial confidence over time The must-have systems for solo and group practices How to make your financial tools actually work for you Why understanding your P&L is key to planning your life, not just your taxes Resources Mentioned In This Episode  Use the promo code “GORDON” to get 2 months of Therapy Notes free Consulting with Gordon The PsychCraft Network Meet Andrea Rotondo I founded Liquid Cents Bookkeeping to help therapy practice owners simplify their financial systems and rebuild QuickBooks, so cash flow finally makes sense. With a background in psychology, military life, and being an immigrant, I understand the challenges of stepping into business ownership. My passion is helping therapists like you build financial clarity and stability—so you can focus on your clients, knowing your practice's finances support your goals. Website LinkedIn

On the latest episode of After Earnings with Ann Berry, Intuit CFO Sandeep Aujla outlines how the company is transforming tax filing, personal finance and small business operations through AI and platform expansion.Highlights include:• Intuit's new marketing strategy to engage tax-prep customers.• How Intuit is combining human and artificial intelligence to dramatically expand TurboTax Live.• How Intuit is growing QuickBooks by increasing platform adoption among mid-market businesses.00:00 Sandeep Aujla joins01:40 Intuit disrupting the tax category04:47 Blending AI with Human Intelligence on Tax Filing06:41 AI informing Credit Karma08:50 Credit Karma's insight into state of the consumer11:50 Quickbook's move up-market14:19 Scaling platformitization19:16 Rapid fire questionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$INTU Learn more about your ad choices. Visit megaphone.fm/adchoices

Alexandra de Castro is CEO at Auxera. Paul Steven Vidal is Programmer at Auxera. Auxera is innovating emergency healthcare response. They are currently prototyping an app that allows for one-tap emergency reporting with medical data access to help emergency responders prevent unnecessary deaths and save more lives. 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 | 00:00 Introduction | 01:39 Ano ang Auxera? | 09:00 What problem is being solved? | 11:51 What solution is being provided? | 29:59 What are stories behind the startup? | 46:37 What is the vision? | 52:55 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

Join our development team as we share real-world insights from recent API integration projects—including SharePoint, Shopify, QuickBooks, and Claris Connect. From handling authentication quirks to leveraging tools like Postman and n8n, this DevCast dives into the decisions, roadblocks, and solutions behind the systems we build. Whether you're navigating OAuth, working with REST vs. GraphQL, or exploring Claris Connect and workflow automation, there's something here for every FileMaker pro and API tinkerer.

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

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

Welcome back to The SaaS CFO Podcast! In today's episode, we're diving deep into the next generation of accounting software with Nicolas Kopp, CEO and founder of Rillet. Nicolas shares his journey from building a fully regulated bank to launching Rillet—an AI-first ERP platform designed to take on industry staples like QuickBooks, Xero, NetSuite, and Sage Intacct. With a background grounded in finance and accounting, Nicolas brings a fresh perspective to a market that's long been dominated by legacy solutions. We'll discuss how Rillet is shaking things up for asset-light businesses in SaaS, AI, professional services, and fintech, and why the platform's robust multi-entity, multi-currency capabilities have attracted mid-market companies ready to graduate from more traditional tools. Nicolas also sheds light on the challenges of building highly regulated, mission-critical systems from scratch, what's behind their rapid customer adoption, and how an AI-native approach is changing expectations for accounting software. From funding milestones and his recent $25 million Series A, to lessons learned about product-market fit and the nuances of scaling go-to-market through channels and inbound demand, Nicolas gives us the behind-the-scenes look at Rillet's rise. If you're curious about the future of financial software—or when it's really time to make the leap from QuickBooks to a next-gen ERP—this conversation is for you. Let's get started! Show Notes: 00:00 "Comprehensive ERP System Advantages" 06:02 Business Growth from Transition Points 07:28 Streamlined ERP Solutions 12:37 Investment Insights: Backgrounds and Success 15:53 "Choosing Between Innovative ERP Solutions" 16:58 Rapid Success in Fundraising 22:15 Building Trust in B2B Sales 25:57 NPS and ARR Prioritized Over Retention 27:54 Focus on KPIs and AI Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/rillet-raises-25-million-in-series-a https://www.thesaasnews.com/news/rillet-raises-13-5-million-in-funding Nicolas Kopp's LinkedIn: https://www.linkedin.com/in/nicolas-kopp/ Rillet's LinkedIn: https://www.linkedin.com/company/team-rillet/ Rillet's Website: https://www.rillet.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

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

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

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.

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 

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/...

Start a consulting business in the federal contracting: https://govclose.com GovClose graduate Des Daniels shares how he went from running his own small government contracting business to landing high-ticket B2B clients and growing a consulting firm — while traveling the world.We talk about the challenges of selling to the government vs. selling B2B, how to win clients as a consultant, and why having a system (and community) is the key to success.Watch next:What is government contracting? https://youtu.be/NzM23bK3g8IRun a GovCon business from anywhere: https://youtu.be/9ssNjSwx8n0⏳ Chapters00:00 – Why Des joined GovClose despite already winning contracts01:00 – The cashflow struggle: loans vs. smarter revenue streams02:00 – Discovering the consulting business model in gov contracting03:00 – Verifying GovClose with past students before joining04:15 – First impressions of the program: flexibility and strategy05:30 – How the program combines federal contracting & B2B skills06:45 – Moving from training to actually closing clients09:00 – The B2B sales learning curve (and how it differs from B2G)10:15 – How Des landed his first $4k/month client11:45 – How much should you charge as a federal consulting advisor?13:15 – Learning from the War Room & GovClose community15:00 – Why the community is so powerful: diverse experts at your fingertips17:00 – Projected revenue goals: $250k+ in year one, $500k–$750k 5 years19:45 – Running a govcon consulting firm while traveling the world22:00 – The value of accountability and mentorship in growing faster25:15 – Setting up your business properly: banking, QuickBooks, VA support27:15 – How Des and his wife split responsibilities running the business28:30 – The sweet spot of what you like, what you're good at, and what pays31:00 – Specializing in helping 8(a) and disadvantaged businesses succeed33:15 – Why most 8(a) businesses fail to leverage their certification34:15 – Where Des sees his consulting business heading next36:00 – How to contact Des and what to avoid askingJOIN the GovClose CommunityRING the bell

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.