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Jose Olano is Owner at Bugtong Integrated Farm. Bugtong Integrated Farm is a farm in Capiz focusing on growing high value crops and livestock. They are also performing agricultural innovations and best farming practices. Now, they are selling talong (eggplant), red rice, black rice, and salted duck eggs, aiming to sell these products to a wider market. This episode is recorded live at CAPSU ABI. CAPSU ABI is an agribusiness startup incubator based in Capiz State University - Burias Campus in Mambusao, Capiz.In this episode | 01:24 Ano ang Bugtong Integrated Farm? | 04:26 What problem is being solved? | 07:40 What solution is being provided? | 25:17 What are stories behind the startup? | 35:43 What is the vision? | 42:16 How can listeners find more information?CAPSU BALAY ABI | Facebook: https://facebook.com/capsuabiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:34) - Company Updates and Good Problems (01:08) - Interface Changes in QuickBooks (03:30) - New Features in QuickBooks Expenses (08:20) - Settings and Notifications (18:12) - Banking Feed Enhancements (22:13) - Error Correction and New Feature Introduction (22:28) - Request Info Button in Banking Feed (26:14) - Intuit Drive and Document Storage (29:51) - Rumors and New Features in QuickBooks (34:02) - QuickBooks Time Integration (35:39) - Fusion: The New Interface (41:05) - Upcoming Events and Announcements Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!Come join Margie for Akadian's first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle
In this episode, Rosslyn and Mikyla dive deep into the essential software that every food photographer needs to stay organized, wow clients, and scale their creative business with confidence. From CRM tools and gallery delivery platforms to editing software and video production tools, they cover exactly what's working for them in 2025—and what's worth investing in now to land higher-paying clients. If you want to work smarter (not harder) and build systems that support your growth, this episode is for you.Key Takeaways:How HoneyBook helps streamline proposals, payments, and client trackingHow to simplify your social media scheduling with free tools like Metricool How ClickUp supports team collaboration, project planning, and creative shot prepHow Pixieset helps you protect and professionally deliver photo galleriesHow QuickBooks makes tax season easier for creative freelancersHow your choice of video editing tools depends on your business goalsHow building systems in advance can help you attract higher-paying clientsWhy consistency matters more than constantly switching platformsHelpful Links:HoneyBook – CRM for managing contracts, proposals, payments, and automationMetricool – Social media planning and schedulingClickUp – Project management and task trackingPixieset – Gallery delivery and image licensingLightroom Classic – Photo editingPhotoshop – Photo retouching and cleanupQuickBooks Self-Employed – Business expense and tax trackingPremiere Pro – Advanced video editingCapCut – Social video editingInShot – Mobile video editingTubeBuddy – YouTube SEO and keyword researchYour Money or Your Life (Book) – Referenced in time tracking discussion
Jules Dusaran is Owner at Cyle's Food Products. Cyle's Food Products or Cyle's Kitchen is making and selling healthy seafoods chips, such as tahong chips, talaba chips, scallops chips, and malunggay chips. Available in Capiz, they are aiming to be the go-to pasalubong for travelers in Roxas City and even being sold internationally. This episode is recorded live at CAPSU ATBI. CAPSU ATBI is an agri-aqua startup incubator based in Capiz State University - Dayao Campus in Roxas City. In this episode | 01:42 Ano ang Cyle's Food Products? | 08:54 What problem is being solved? | 10:37 What solution is being provided? | 43:17 What are stories behind the startup? | 51:15 What is the vision? | 53:54 How can listeners find more information? CYLE'S FOOD PRODUCTS | Facebook: https://facebook.com/CylesKitchenCAPSU ATBI | Facebook: https://facebook.com/capsuatbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Melba Dap-og is Owner at 4G Ice Cream. 4G Ice Cream is a homegrown ice cream brand in Capiz, with a small restaurant in Roxas City, serving ice creams for salu-salos such as birthdays, weddings, anniversaries, and more. They are known for their delicious flavors: Mango Cheese, Buko Pandan, and now exciting flavors infused with Capiz's specialty, seafood. This episode is recorded live at CAPSU ATBI. CAPSU ATBI is an agri-aqua startup incubator based in Capiz State University - Dayao Campus in Roxas City. In this episode | 01:21 Ano ang 4G Ice Cream? | 06:41 What problem is being solved? | 12:58 What solution is being provided? | 23:02 What are stories behind the startup? | 55:16 What is the vision? | 57:09 How can listeners find more information?4G ICE CREAM | Facebook: https://facebook.com/4GIceCreamCAPSU ATBI | Facebook: https://facebook.com/capsuatbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Docs Outside The Box - Ordinary Doctors Doing Extraordinary Things
SEND US A TEXT MESSAGE!!! Let Drs. Nii & Renee know what you think about the show!We share some medical school scholarship opportunities and then answer a listener's question on what happens when your partner has a seasonal job in one location, but the best locum work opportunities are elsewhere. Dr. Love Anani also joined us over the phone and we discussed what we use to track payroll, expenses, deductions and mileage. FREE DOWNLOAD - 7 Considerations Before Starting Locum Tenens - https://darkos.lpages.co/7-considerations-before-locumsLINKS MENTIONED Payroll - http://Gusto.comTracking expenses - http://Quickbooks.comMileage - http://mileiq.comQ&A and Suggestions Form - https://forms.clickup.com/9010110533/f/8cgpr25-4614/PEBFZN5LA6FKEIXTWFSend us a Voice Message - https://www.speakpipe.com/docsoutsidetheboxSIGN UP FOR OUR NEWSLETTER! WATCH THIS EPISODE ON YOUTUBE!Have a question for the podcast?Text us at 833-230-2860Twitter: @drniidarkoInstagram: @docsoutsidetheboxEmail: team@drniidarko.comMerch: https://docs-outside-the-box.creator-spring.comThis episode is sponsored by Set For Life Insurance. What the Darkos use for great disability insurance at a low cost!! Check them out at www.setforlifeinsurance.com
Maria Carmen Besa is Owner at 7JF Steel Fabrication. 7JF Steel Fabrication is fabricating steel agricultural machineries. They are working with DOST to fabricate its patented machineries for agricultural uses. Aside from this, they also do metalworks such as welding, steel pipes, and trusses for residential and industrial use. This episode is recorded live at CAPSU ATBI. CAPSU ATBI is an agri-aqua startup incubator based in Capiz State University - Dayao Campus in Roxas City.In this episode | 01:13 Ano ang 7JF Steel Fabrication? | 06:38 What problem is being solved? | 13:54 What solution is being provided? | 25:35 What are stories behind the startup? | 35:37 What is the vision? | 38:41 How can listeners find more information?7JF STEEL FABRICATION | Facebook: https://facebook.com/7JFsteelCAPSU ATBI | Facebook: https://facebook.com/capsuatbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.SponsorsBDO Alliance - https://uqb.promo/bdo(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:39) - Exciting News: Keeper and Anchor Integration (01:53) - Details of the New Integration (04:03) - Customer-Driven Development (07:52) - Real-Life Use Cases (11:18) - Understanding Keeper and Anchor (14:50) - Initial Feedback and Reactions (16:10) - Admiration and Problem-Solving Approaches (18:39) - Industry Trends and Platform Consolidation (27:22) - Impact of Intuit's API Changes (31:11) - Future of Accounting Technology (33:19) - Upcoming Conference and Fun Plans (35:15) - Conclusion and Final Thoughts Keeper: https://keeper.app/?via=4aaea6Anchor: https://join.sayanchor.com/iX6Hba Mention Royalwise when you sign up to get a $50 creditScaling New Heights: https://www.woodard.com/scaling-new-heights-2025•Keeper Karaoke on Monday•Grab a tutu for Tutu Tuesday at the Royalwise booth, •Royalwise Pool Party at Cabana #9 on Wednesday!Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907
Random kwentuhan about startups in general and the startup ecosystem in Panay Island! Grab a drink with me, Jover, and Leovic, and enjoy! :) This episode is recorded live at Pueblo de Panay in Capiz. In this episode | 00:40 What are your backgrounds in entrepreneurship and innovation? | 25:38 What are your thoughts on the Panay Island startup ecosystem? | 01:24:39 What are your future plans regarding startups?THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Earmark Media Presents a bonus episode of Earmark Podcast: What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Richard Gearhart and Elizabeth Gearhart, co-hosts of Passage to Profit Show interview Jed Morley from Backstory Branding, Rick English from UP Advisors and David and Monica Kowalski from Lebowski's Kool-Luah. Is your brand BBQ-worthy or headed for an HR complaint? In this episode of Passage to Profit, branding expert Jed Morley, founder of Backstory Branding, dives deep into what makes a brand trustworthy, memorable, and scalable. From uncovering the power of the golden rule to aligning your team with purpose-driven messaging, Jed shares smart, strategic insights every entrepreneur needs to hear. Whether you're building a law firm, podcast studio, or nationwide community, this episode will help you brand with heart—and results. Read more at: https://www.backstorybranding.com/books/building-a-brand-that-scales Rick English is the Founder and Chief Consultant of Up Advisors a Business Consulting & Coaching Firm that he founded after 22 years in leadership roles. Up Advisors works with companies that are growing but lack structure, are stagnating and want to get back on track, are struggling and need fresh insights, are led by entrepreneurs who are burned out and need to be refreshed and firms in the midst of leadership transitions. Read more at: https://www.myupadvisors.com/ David and Monica Kowalski are the founders of Lebowski's Kool-Luah, an award-winning blend of bold coffee and smooth liqueur in one seriously chill bottle. Brewed with love in Colorado Springs, this righteous concoction is perfect over ice, mixed into a classic cocktail, or sipped straight when the vibe is just right. However you pour it, Kool-Luah brings the flavor, the nostalgia, and just enough kick to keep things interesting. Read more at: https://www.lebowskiskoolluah.com/ Whether you're a seasoned entrepreneur, a startup, an inventor, an innovator, a small business or just starting your entrepreneurial journey, tune into Passage to Profit Show for compelling discussions, real-life examples, and expert advice on entrepreneurship, intellectual property, trademarks and more. Visit https://passagetoprofitshow.com/ for the latest updates and episodes. Chapters (00:00:00) - Passing Through Business: How to Grow Your Business(00:00:26) - Passage to Profit(00:01:48) - How to Overcome Self-Doubt as an Entrepreneur(00:04:01) - What Does Your Brand Want To Be?(00:05:43) - Brand Trust: How to Win(00:10:45) - The Brand Strategy and Message Framework(00:12:42) - How to Communicate Your Brand(00:13:57) - How to Build a Brand With a Personal Touch(00:18:51) - How to Build a Brand for Your Podcast(00:20:14) - Best Branding Examples(00:21:17) - Should the Pope Be Protected?(00:25:39) - The Cheap Car Insurance Hotline(00:26:39) - Passage to Profit: Branding 101(00:27:21) - Elizabeth's Spotlight(00:29:09) - Podcasting: Is This a Good Fit for You?(00:29:46) - They're Going After Chicken!(00:32:20) - How to Make Your Business Run Better(00:33:20) - What's the Best Business Bookkeeping Software? QuickBooks(00:38:33) - Three Must-Have Jobs for Window Film Businesses(00:39:08) - When Do You Make a Hiring?(00:42:07) - What Entrepreneurs Need To Do To Grow Their Business(00:44:28) - Kulua: A Nostalgic Blend of Coffee and L(00:49:01) - White Russian(00:51:47) - The Lebowski's Kulua(00:54:23) - Your tax doctor--call now if you owe more than $10(00:55:22) - Passage to Profit(00:55:58) - Rick English(00:56:56) - What is your secret to success?(00:57:37) - I Went To A Hospital Opening(01:00:05) - P2P
Kiara Bonifacio is Co-Founder at Kuray Innovations. Kuray Innovations is pioneering sustainable solutions for marine conservation through innovative waste management. Kuray Innovations transforms oyster shell waste into artificial reef structures, addressing marine ecosystem degradation and waste management challenges. This episode is recorded live at CPUGAD TBI. CPUGAD TBI is a startup incubator based in Central Philippine University in Iloilo City.In this episode | 00:50 Ano ang Kuray Innovations? | 06:25 What problem is being solved? | 10:14 What solution is being provided? | 26:43 What are stories behind the startup? | 32:37 What is the vision? | 39:46 How can listeners find more information?KURAY INNOVATIONS | Website: https://kuray-innovations.vercel.appCPUGAD TBI | Website: https://startupwesternvisayas.com.ph/tbi/cpugad-tbi | Facebook: https://facebook.com/cpugadtbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: https://sprout.ph / https://bit.ly/SproutPayrollStarterAPEIRON: https://apeirongrp.comTWALA: https://twala.ioSYMPH: https://symph.coSECUNA: https://secuna.ioRED CIRCLE GLOBAL: https://redcircleglobal.comMAROON STUDIOS: https://maroonstudios.comAIMHI: https://aimhi.aiCHECK OUT OUR PARTNERS:Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP)Founders Launchpad: https://founderslaunchpad.vcAgile Data Solutions (Hustle PH): https://agiledatasolutions.techSmile Checks: https://getsmilechecks.comCloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: https://cloverly.techBuddyBetes: https://buddybetes.comHKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: https://hyperstacksinc.comOneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: https://unawa.asiaSkoolTek: https://skooltek.coBetter Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!)Britana: https://britanaerp.comWunderbrand: https://wunderbrand.comDrive Manila: https://facebook.com/drivemanilaphEastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcingDoon: https://doon.phHier Business Solutions: https://hierpayroll.comDVCode Technologies Inc: https://dvcode.techLookingFour Buy & Sell Online: https://lookingfour.comNutriCoach: https://nutricoach.comUplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: https://youtube.com/startuppodcastphSpotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVaApple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394Facebook: https://facebook.com/startuppodcastphPatreon: https://patreon.com/StartUpPodcastPHWebsite: https://phstartup.onlineThis episode is edited by the team at: https://tasharivera.com
Jerome Cabugwason is Founder and Executive Officer at Silid PH. Ferjen Torred is Co-Founder and Operating Officer at Silid PH. Silid PH is an AI-powered rental platform that helps students, professionals, and entrepreneurs quickly find affordable spaces and compatible housemates—cutting search time by 98% and costs by 80%.This episode is recorded live at CPUGAD TBI, a startup incubator based in Central Philippine University in Iloilo City.In this episode | 00:53 Ano ang Silid PH? | 04:14 What problem is being solved? | 07:33 What solution is being provided? | 17:40 What are stories behind the startup? | 32:19 What is the vision? | 34:49 How can listeners find more information?SILID PH | Website | FacebookCPUGAD TBI | Website | FacebookTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon | WebsiteEdited by: https://tasharivera.com
What happens when a major newspaper publishes a summer reading list where only five of the 15 books actually exist? Blake and David explore this real example of AI-generated content gone wrong and what it means for accounting professionals who increasingly rely on automated tools. They break down QuickBooks' latest price increases, demonstrate how AI can now build complex consolidation spreadsheets in minutes, and discuss why Excel skills still outrank AI knowledge in finance hiring. Plus, they examine the legal challenges facing Trump's tariff policies, alternative CPA pathway expansion, and hear from accounting student Jason Farley about the dangerous gap between classroom education and real-world cloud accounting practice.SponsorsPayhawk - http://accountingpodcast.promo/payhawkKeeper - http://accountingpodcast.promo/keeper REFRAME 2025 - http://accountingpodcast.promo/reframe2025 TeamUp - http://accountingpodcast.promo/teamupChapters(00:48) - Summer Reading List Mishap (02:52) - AI and the Future of Fact-Checking (05:27) - AI Video Generators and Fake News (08:20) - QuickBooks and AI Pricing Debate (09:16) - Elon Musk and Government Efficiency (10:41) - The Big Beautiful Bill and Its Implications (18:29) - Tariffs and Trade Wars (39:48) - Excel vs AI in Finance (42:42) - The Rise of Excel: A Brief History (43:44) - Introducing Perplexity AI: A Versatile Tool (53:56) - Alternative CPA Pathways and Legislative Changes (55:07) - The Role of the PCAOB in Audit Quality (59:25) - Controversies Surrounding IRS Commissioner Nominee Billy Long (01:03:59) - The Future of Accounting Internships and Outsourcing (01:20:20) - Perplexity's Onboarding Process: Results and Insights (01:24:38) - Upcoming Conferences and Closing Remarks Show NotesChicago Sun-Times fake summer reading list article https://www.chicagosuntimes.com/fake-summer-reading-list-2025South Carolina passes alternative CPA pathway legislation https://www.scstatehouse.gov/cpa-pathway-legislation-2025New Jersey alternative CPA pathway bill https://www.njleg.state.nj.us/bills/cpa-alternative-pathway-2025Oregon CPA licensure reform legislation https://www.oregonlegislature.gov/cpa-pathway-reform-2025Minnesota CPA education requirements change https://www.revisor.mn.gov/cpa-education-requirements-2025Illinois CPA pathway legislation https://www.ilga.gov/cpa-pathway-bill-2025Trump tariffs constitutional challenge court ruling https://www.reuters.com/legal/trump-tariffs-constitutional-challenge-2025Court of International Trade blocks global tariffs https://www.cit.uscourts.gov/trump-tariffs-ruling-2025International Emergency Economic Powers Act tariff authority https://www.treasury.gov/ieepa-tariff-authority-analysisPCAOB elimination provision in tax bill https://www.congress.gov/bill/pcaob-elimination-provisionBilly Long IRS Commissioner confirmation hearing https://www.finance.senate.gov/billy-long-confirmation-hearingBilly Long tribal tax credits promotion controversy https://www.irs.gov/tribal-tax-credits-fraud-warningFederal Tax Updates podcast with Danny Werfel https://federaltaxupdates.com/danny-werfel-interviewSolutions Magazine Excel vs AI survey https://solutionsmagazine.com/excel-ai-finance-survey-2025Microsoft Excel 40th anniversary analysis https://www.technologylab.com/excel-40-years-anniversaryQuickBooks pricing increases for AI features https://quickbooks.intuit.com/pricing-changes-ai-features-2025Puzzle AI accounting platform pricing https://puzzle.io/pricingDigits AI bookkeeping service costs https://digits.com/pricing-plansUplink AI bookkeeping pricing structure https://uplink.com/ai-bookkeeping-pricingAltman Dublin AI accounting company funding https://altman.ie/series-a-funding-announcementPerplexity Labs spreadsheet creation feature https://labs.perplexity.ai/spreadsheet-toolsMicrosoft Office bundling strategy vs Lotus 123https://www.computerhistory.org/excel-lotus-competitionMeet our Guest, Chayton FarleeLinkedIn: https://www.linkedin.com/in/chaytonfarlee/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website -
The Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy
Special Episode: Modern Therapist's Consumer Guide on Buying Time, LLC Curt and Katie talk with Bibi Goldstein, of Buying Time, who provides virtual assistant services for therapists. Bibi shares her journey from starting a personal assistant service in 2007 to evolving into a comprehensive VA company. She emphasizes the importance of delegating tasks, using systems like QuickBooks and scheduling software, and maintaining consistent social media presence. Bibi's team provides comprehensive support, including bookkeeping, social media management, and email inbox management. Bibi stresses the importance of regular communication and flexibility to meet clients' needs. Curt and Katie highly recommend Buying Time for its efficiency and quality of service. This episode is part of our Modern Therapist Consumer Guide, where we explore innovative tools and services built for therapists and their clients. In this podcast episode we talk about how to effectively incorporate business systems and delegate to a Virtual Assistant company like Buying Time, LLC We talk with Bibi Goldstein about her business philosophy, strategic advice for therapists, and the services offered by her virtual assistant company, Buying Time. Interview with Bibi Goldstein, Buying Time 0:01:00 - Introduction 0:04:06 - Company Origin Story 0:11:46 - Advice for Therapists on Business Operations 0:16:34 - Social Media Strategy vs. Implementation 0:20:00 - Delegation and Task Management 0:34:14 - Virtual EA vs. Virtual Assistant 0:36:17 – How to vet a potential Virtual Assistance Company 0:40:04 - How to Sign Up with Buying Time 0:43:20 - Contact Information Curt and Katie Chat – Our review of Buying Time 0:45:24 – Katie and Curt talk through our impressions of Buying Time: We view Buying Time as an exceptional virtual support service that goes beyond typical administrative assistance, offering strategic guidance and practical solutions for therapists and entrepreneurs. A Special Offer for the listeners of Modern Therapist's Survival Guide podcast from Buying Time Buying Time has put together a free Systems Inventory Checklist to help all of us to uncover hidden expenses and optimize spending in your practice. Go to buyingtimellc.com/mtsg to get your free checklist now! Relevant Links: • Website: buyingtimellc.com/mtsg • Email: service@buyingtimellc.com • Social Media: @buyingtimellc Credits: Voice Over by DW McCann https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano http://www.crystalmangano.com/
Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and customer tracking that users should be aware of.SponsorsDebits - https://uqb.promo/debitsResources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Alicia's Mobile app class was on May 13 - you can take it any time at http://royl.ws/QBOMobile?affiliate=5393907Alicia's QuickBooks Payments class - http://royl.ws/GoPayment?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHQB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 (00:00) - Introduction to the Episode (01:37) - Introduction to Payment Links (02:45) - Creating and Using Payment Links (06:23) - One-Time Payment Links (08:53) - Multi-Use Payment Links (11:24) - Limitations and Workarounds (18:04) - Advantages of QuickBooks Payments (20:08) - Conclusion and Upcoming Events
Whether summer is a peak time for your business or if it tends to get a bit slower for you, if you're like many business owners, you want to make sure you get to enjoy all that summer has to offer. Being proactive and purposeful with your time this summer will help to ensure you are able to not only reach the goals you want to accomplish for your business this summer but you'll be able to take time to enjoy your family and friends as well. In today's podcast episode, I walk you through some of the best practices to help ensure your summer is filled with everything you want to experience. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; when you are proactive with how you manage your time this summer, you can maintain the work-life balance you're striving for. The summer will be gone before you know it, but if you follow these tips to get the most out of the time you have, you'll be able to be proud of your summer accomplishments and create many lasting memories. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
Basil Jermanos Amso is Chief Executive Officer at ArticuLit. Cedrick Lawrence Gervacio is Chief Compliance Officer at ArticuLit. ArticuLit enables productive learning on the go. With the ArticuLit app, you can make any text into audio format so you can listen and learn wherever you are. This episode is recorded live at CPUGAD TBI. CPUGAD TBI is a startup incubator based in Central Philippine University in Iloilo City.In this episode | 00:55 Ano ang ArticuLit? | 03:28 What problem is being solved? | 07:17 What solution is being provided? | 21:14 What are stories behind the startup? | 40:40 What is the vision? | 43:23 How can listeners find more information?ARTICULIT | FacebookCPUGAD TBI | Website | Facebook: https://facebook.com/cpugadtbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by: https://tasharivera.com
Building a business involves making wise choices, focusing on what matters most, and driving long-term value.Joel Hughes, CEO of Rightworks, has guided his company from a niche QuickBooks hosting service to a comprehensive platform for accounting professionals. With a background in engineering and years of startup experience, Joel shifted to the accounting space, bringing a fresh perspective on technology adoption and customer-centric solutions.In this episode, Joel shares the story of Rightworks' evolution and the importance of staying focused on a single vertical. He explains how building a strong team and creating a shared vision are crucial for success. Joel also touches on the impact of industry-specific expertise and how growing a community within your space can help drive real, sustainable change.In this episode, you'll learn:The critical role of building a company around a focused, specialized vision.How slow, thoughtful change can create sustainable growth without overwhelming your team.Why creating community within your industry can drive innovation and adoption.Jump into the conversation: (00:00) Meet Joel Hughes(01:55) Moving from doing the work to managing teams(07:08) From product creation to company building(10:25) Sharing passion to inspire your team(12:53) Focusing on the accounting and tax vertical(15:04) Overcoming slow decision-making in firms(18:31) The power of referrals in firm growth(21:00) Expanding from QuickBooks hosting to a full platform(24:15) Introducing Spark AI and its industry impact(27:00) Building community for innovation in the profession(30:14) Scaling impact through peer interaction(33:40) Managing change and aligning teams(36:44) Creating a shared long-term vision(39:05) The importance of culture in team success(41:23) Building teams aligned with future growth
In this episode of Command Control Power, the hosts discuss recent events including a vacation and the ACEs conference. They dive into a detailed troubleshooting story involving QuickBooks server issues and explore the challenges associated with setting up Windows PCs and QuickBooks for clients. Additional topics include managing one password admin access for clients and a debate over using cases for Macs. The episode also highlights the 10th anniversary of the Mac Admins community and offers useful insights for managed service providers. 00:00 Introduction and Greetings 00:08 Vacation Recap: London and Spain 01:11 The Sunday Roast Experience 01:52 Yorkshire Pudding and British Cuisine 03:50 Party in Spain: Music, Conversations, and More 08:50 Back to Work: QuickBooks Troubles 28:46 QuickBooks Desktop vs. Online: The Cost Debate 29:11 Client's PC Purchase and Windows Upgrade Issues 30:12 Navigating Windows Setup and Software Challenges 31:00 Billing and Discounted Rates Discussion 33:00 Two-Factor Authentication Troubleshooting 35:11 One Password Support and Admin Access 47:10 Mac Admins Community and Personal Anecdotes 49:50 Client Device Trade-In and Repair Issues 51:58 Case or No Case: Protecting Your Devices
Smart business owners know a secret: paying to clean up your QuickBooks isn't an expense—it's an investment in your profits.
Jesse Auman, Vince Jaca, and Azel Moquera are Co-Founders at Dappli. With Dappli, cooking has never been made easier. You can scan your ingredients and Dappli will find the best recipe in their database for you to cook. Enjoy a treasure trove of recipes that you can cook at your own comfort. This episode is recorded live at CPUGAD TBI. CPUGAD TBI is a startup incubator based in Central Philippine University in Iloilo City.In this episode | 00:50 Ano ang Dappli? | 06:52 What problem is being solved? | 10:48 What solution is being provided? | 21:55 What are stories behind the startup? | 32:49 What is the vision? | 37:33 How can listeners find more information?CPUGAD TBI | Website: https://startupwesternvisayas.com.ph/tbi/cpugad-tbi | Facebook: https://facebook.com/cpugadtbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
AJ Aparicio, Mark Renzo Tan, and Jeff Andre Millan are Co-Founders at Baylo Central. Baylo Central is an e-commerce platform making sourcing easy for MSMEs and suppliers in Iloilo. The primary market of Baylo Central are local food and souvenir shops in Iloilo City, and soon going beyond. This episode is recorded live at CPUGAD TBI. CPUGAD TBI is a startup incubator based in Central Philippine University in Iloilo City. In this episode | 01:16 Ano ang Baylo Central? | 06:20 What problem is being solved? | 14:57 What solution is being provided?22:29 What are stories behind the startup? | 37:42 What is the vision? | 44:42 How can listeners find more information? CPUGAD TBI | Website: https://startupwesternvisayas.com.ph/tbi/cpugad-tbi | Facebook: https://facebook.com/cpugadtbi THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
This Podcast Is Episode 630, And It's About Small Business Administration - Essential Strategies for Contractors Running a small business is exciting, but let's be honest, managing the admin side of things can feel overwhelming. Between keeping financial records, looking after daily operations, and ensuring compliance with tax laws, it's easy to feel buried under endless to-do lists. But here's the good news: with the right strategies, small business administration doesn't have to be a headache. Here are some practical steps to streamline your business admin, save time, and boost productivity, leaving you with more energy to do what you love – whether it's working at the jobsite or growing your business! Why structure is the foundation of success Think of admin tasks as the backbone of your business. If these tasks aren't handled regularly and properly, things can quickly spiral out of control. Staying on top of your admin enables you to see how your business is truly performing, reduce legal risks, and ensure everything runs smoothly. Here's where accounting software can make your life easier: Automated Bookkeeping: Track income and expenses without lifting a finger. Payroll Made Simple: Handle staff payments quickly and accurately. Real-Time Insights: Monitor cash flow and performance at a glance. Popular tools like Xero or QuickBooks are ideal for small construction businesses seeking to streamline administrative tasks. And the best part? They store everything digitally, ensuring you're audit-ready at any time. Go digital with your records. Paper receipts and ledgers are so last decade. Not only do they accumulate unnecessarily, but they're also at risk of being lost or damaged. Transitioning to digital records is a crucial step toward administrative efficiency. Here's how to make it happen: Scan and Upload Receipts: Use mobile apps to digitize paper invoices. Cloud Storage: Securely store records online for easy access and backups. Spreadsheets or Software: Use spreadsheets for basic tracking or invest in platforms that allow you to tag and code transactions instantly. Digital records reduce clutter and make year-end tasks, such as taxes, much easier. Organize the administration with task breakdowns. Breaking admin tasks into daily, weekly, monthly, and annual routines will make them feel more manageable. Treat them like habits – they may be small tasks, but they add up to make a significant impact. Daily Tasks Devote just 15–20 minutes a day to knock out small but essential tasks like: Checking emails and responding to client queries. Logging sales and expenses into your accounting software. Scanning new receipts or invoices. Weekly Tasks Dedicate time weekly to review your business's operational health: Pay suppliers and review outstanding invoices. Reconcile accounts to ensure everything has been logged correctly. Schedule social media or post updates to engage your audience. Monthly Tasks At the end of each month, set aside time for: Payroll processing (if you have employees). Reviewing inventory levels and replenishing stock. Analyzing your profit margins or hitting sales targets. Annual Tasks The big picture matters, too! Annually, focus on: Preparing your taxes (or outsourcing them). Reviewing your business plan and setting goals. Evaluating ongoing contracts, insurance, or subscriptions. Breaking tasks into bite-sized chunks will help you stay on track and avoid falling behind. Tip: Set calendar reminders to stay on track! Pro Tip: Ask us about our "Five For Five at Five" When to consider outsourcing? If the admin is still consuming too much of your time, outsourcing can be a game-changer. Hiring a virtual assistant, part-time administrator, bookkeeper, or accountant can free up your schedule for high-impact tasks. Here are some options to consider: Virtual Assistants can handle tasks such as appointment scheduling, data entry, and email management. Accountants and bookkeepers can ensure accuracy and compliance with tax laws, saving you from costly errors. Freelancers or part-time administrative staff can step in as needed without the cost of hiring full-time employees. Outsourcing doesn't just reduce your workload – it also gives you peace of mind that specialists are handling complex tasks. Important Consideration: Specialized accountants understand the nuances of the construction industry, including project costing and compliance with tax regulations, enabling them to provide tailored financial solutions. This expertise is crucial for navigating the complexities associated with managing construction finances and ensuring that your financial records are accurate and compliant with applicable laws. Moreover, outsourcing minimizes the risk of errors that can arise from doing-it-yourself (DIY) accounting. Experienced specialists leverage advanced accounting software to track expenses, monitor cash flow, and prepare detailed financial reports. This precision not only aids in effective decision-making but also helps identify areas for cost savings and revenue growth. By having accurate and timely financial information, you can make informed decisions that positively impact your bottom line. In Summary Build a Sustainable Routine The key to effective administration in your construction business lies in consistency. Use Digital Tools: Leverage technology to stay organized and automate repetitive tasks, from invoicing to document management. Establish Routines: Make your administrative tasks part of your daily or weekly habits to prevent them from piling up. Seek Expertise: Don't hesitate to get help when necessary. Whether through software or professionals, utilizing available resources can free you to focus on your core business. By implementing these practices, you can establish a foundation for efficient operations and enhanced profitability in your construction business. If you're looking for assistance in streamlining your administrative processes, don't hesitate to reach out! Whether you have questions about your finances or need guidance on better practices, I am here to help. It's time to work smarter, not harder. About The Author: Sharie DeHart, QPA, is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com
Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pricing models to the future of third-party integrations, explaining why smaller developers may struggle while larger companies like Bill.com and Avalara will likely absorb the costs. The discussion explores whether this represents a strategic move toward platform consolidation and what it means for the freemium model that many QuickBooks-connected apps currently rely on.SponsorsDebits - https://uqb.promo/debitsResources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com The new Intuit Developer Platform: https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/Hector's Reframe events: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsAlicia's new QBO Complete 2025 book + eBook: http://www.questivaconsultants.comAlicia's Hands-on Training course starting July 21, 2025: http://royl.ws/QBO-complete (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:32) - Intuit's New API Guidelines (02:27) - Metering and Costs for API Usage (03:25) - Impact on Small and Large Apps (04:16) - New API Access Points (04:44) - Inventory Adjustment API (08:49) - Custom Fields API (10:39) - Projects API (13:19) - Sales Tax API (16:38) - Payroll Compensation API (20:15) - API Monetization and Timelines (22:21) - Metering and Pricing Adjustments (24:26) - API Credits and Developer Tiers (25:57) - Impact on App Developers (34:24) - Intuit's Strategic Moves (39:27) - Upcoming Events and Personal Updates
What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running...
Send us a textWe celebrate our 100th episode by giving listeners a behind-the-scenes look at our podcast journey, from inception to production challenges to our biggest wins.• Started the podcast in January 2023 to help people we couldn't take on as clients• Purchased a podcast course for $150 which provided crucial guidance on equipment, hosting, and editing• Recording during tax season was challenging but strategic, as downloads are highest in the first half of the year• Initially scripted episodes but became more comfortable with time, though still prepare notes for specific tax regulations• Hired an editor (Kevin) which made continuing the podcast possible• Our top three episodes: QuickBooks, paying kids from your business, and common startup mistakes• Biggest wins include the personal finance series and S Corp series, which have helped listeners save thousands in taxes• Moving to a bi-weekly schedule to make production more manageable• Planning a second, more personal podcast focused on family lifeThanks for helping us reach 100 episodes! We'll continue providing tax and accounting wisdom every other week, focusing on the latest tax code changes and business strategies to help you save money.Create a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page
Jed Mamosto, Denler Tumalay, Fraezha Cayabyab, and Matt Genito are Co-Founders at PackUp. PackUp is the one-stop shop for all your packaging needs. They provide packaging consultancy, design, and production support - for restaurants, MSME's, and more. PackUp is proudly coming from the only university in the Philippines that's offering Bachelor of Science in Packaging Engineering (Central Philippine University). This episode is recorded live at CPUGAD TBI. CPUGAD TBI is a startup incubator based in Central Philippine University in Iloilo City.In this episode | 01:14 Ano ang PackUp? | 05:29 What problem is being solved? | 09:34 What solution is being provided? | 30:56 What are stories behind the startup? | 52:31 What is the vision? | 54:52 How can listeners find more information?PackUp | FacebookCPUGAD TBI | Website: https://startupwesternvisayas.com.ph/tbi/cpugad-tbi | Facebook: https://facebook.com/cpugadtbiTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
We dive into employee rights in the workplace and the legacy of Tiger Woods. Whether you're a business owner, a worker wondering about pay transparency, or a lifelong golf fan, this episode brings something for everyone!
Nelson Lumbres is Co-Founder at ICP Hub Philippines. ICP Hub Philippines is an incubator and accelerator for tech projects in the Philippines. ICP Hub Philippines is doing upskilling programs, trainings, hackathons, and code camps to train Filipinos in emerging tech as well as for the new Internet in the Web3 space. Know more about the programs and the community in this episode!In this episode | 01:35 Ano ang ICP Hub Philippines? | 10:30 What is ICP or Internet Computer Protocol? | 18:59 Why is ICP building a community in the Philippines? | 22:45 Who are the organizations behind? | 26:28 What are the programs of ICP Hub Philippines? | 27:43 What are example projects and MVPs done in the programs? | 33:12 Who can join the programs? | 37:22 What is the vision? | 41:03 How can listeners find more information?ICP HUB PHILIPPINES | Website: https://islacamp.ph | Facebook: https://facebook.com/ICPHubPH | Email: lumbresnelson@gmail.comTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Lyny Cainglet and Ralph Escanillas are Co-founders at UPV SpiN Tilapia Enterprise. UPV SpiN Tilapia Enterprise is breeding and selling YY male tilapia, which are consistently larger in size. The YY male tilapia is fish scientifically bred to have desirable traits for market consumption, which is a product from scientific research done by researchers at UP Visayas. This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo. In this episode | 01:24 Ano ang UPV SpiN Tilapia Enterprise? | 06:35 What problem is being solved? | 10:10 What solution is being provided? | 17:47 What are stories behind the startup? | 26:29 What is the vision? | 30:32 How can listeners find more information?COASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Could the Pope be on the hook for US taxes? As the first American elected Pope, Leo XIV faces an unusual conundrum under US citizenship rules. Meanwhile, Intuit's controversial new API pricing has developers reeling, and Hector Garcia joins the conversation to explain why this "tariff" threatens the entire QuickBooks ecosystem. Blake and David also examine how companies use foreign trade zones to dodge Trump's tariffs, unpack the AICPA's new CPA licensure model, and reveal shocking numbers on government fraud that could approach $1 trillion annually. Plus, discover why 99.99% of Trump Memecoin buyers lost money while just 58 wallets walked away with billions.Sponsors REFRAME 2025 - http://accountingpodcast.promo/reframe2025 TeamUp - http://accountingpodcast.promo/teamupBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.) Payhawk - http://accountingpodcast.promo/payhawkChapters(01:54) - South Carolina State Treasurer Ousted (04:04) - Deal CEO Relocates Amid Lawsuit (05:28) - Live Stream Interactions (07:29) - Introducing Hector Garcia and Reframe (08:19) - Intuit Developer Program Changes (09:53) - Discussion on API Charges and Developer Impact (16:37) - Speculations and Theories on Intuit's Strategy (28:56) - Reframe Conference Details (31:30) - Trump's Tariffs and Foreign Trade Zones (33:52) - Introduction to Free Trade Zones (34:42) - Arizona's Dominance in Free Trade Zones (37:41) - Legal Challenges to Trump's Tariffs (40:29) - Intuit's Political Maneuvering (44:53) - New CPA Licensure Model (57:43) - Fraud and Government Inefficiencies (01:06:27) - Closing Remarks and New Podcasts Show NotesSouth Carolina Senate votes to remove state treasurer over $1.8 billion accounting error https://www.thestate.com/news/politics-government/article287284067.htmlDeal CEO Alex Bouaziz relocates to Dubai amid Rippling lawsuit https://techcrunch.com/2024/04/15/deal-ceo-alex-bouaziz-has-relocated-to-dubai-amid-the-rippling-lawsuit/Rippling raises $450 million at $16.8 billion valuation https://techcrunch.com/2024/04/16/rippling-raises-450m-at-16-8b-valuation/AICPA and NASBA release model legislation for new CPA licensure pathway https://www.journalofaccountancy.com/news/2024/apr/aicpa-nasba-release-model-legislation-new-cpa-licensure-pathway.htmlFlorida Institute of CPAs successfully pauses bill to eliminate licensing boards https://www.ficpa.org/article/ficpa-advocacy-update-on-house-bill-639American Pope Leo XIV may need to file US tax returns https://www.cnbc.com/2024/04/23/american-pope-leo-xiv-may-need-to-file-us-tax-returns.htmlForeign Trade Zones become tariff shelters amid Trump's trade policies https://www.wsj.com/economy/tariffs/foreign-trade-zones-become-tariff-shelters-for-small-firms-a5e81093Federal court questions constitutionality of Trump's Liberation Day tariffs https://www.reuters.com/legal/us-trade-court-questions-legality-biden-tariffs-2024-04-17/Elon Musk stepping aside at DOGE while work continues through 2026 https://www.axios.com/2024/04/22/elon-musk-stepping-aside-doge-juneIRS fails to meet improper payment rate goals for refundable tax credits https://www.treasury.gov/tigta/auditreports/2024reports/202440032fr.pdfCriminal groups stealing up to $1 trillion from US government programs https://www.nbcnews.com/business/economy/hackers-stealing-us-government-money-rcna15002499.99% of Trump Memecoin buyers lost money while 58 wallets made over $10 million each https://www.chainalysis.com/reports/trump-memecoin-analysis-2024/Intuit's record lobbying spending and Republican support to eliminate IRS Direct File https://www.opensecrets.org/news/2024/04/intuit-turbotax-parent-spends-record-on-lobbying-amid-direct-file-rollout/Intuit Developer Program Changes https://developer.intuit.com/app/developer/homepageNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube:
Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:29) - Upcoming Webinars and Events (05:45) - Bill Pay Enhancements (11:04) - ProConnect Tax Updates (12:34) - Intuit Enterprise Suite Enhancements (17:36) - Additional Announcements from Firm of the Future (22:12) - QuickBooks Checking and Cashflow Tools (23:20) - Wrap-up and Sign-Off Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Firm of the Future Product Updates, May 2025: https://www.firmofthefuture.com/product-update/may-2025-mpu/ProAdvisor Spotlight with Dan Luthi and Brittney Brown: https://www.firmofthefuture.com/thought-leadership/next-generation-of-accountants/Alicia's QuickBooks Checking and Cash Flow class: http://royl.ws/cashflow
Your accounts receivable balance is an important number to know throughout the course of your business. It will help you when you are projecting how much cash you'll be receiving in the future, but if you don't have an accurate accounts receivable number to begin with, you could run into issues with your projections. Your accounts receivable balance is also included on your balance sheet in the asset section. When you get familiar with your accounts receivable report and understand how you should take care of items that are inaccurate, you'll definitely help ensure your financial reports are accurate. In today's podcast episode, I'm covering how you can clean up your accounts receivable balances so that you can feel confident in the amount of money you'll be receiving from your customers. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; there are many instances where you may need to clean up your accounts receivable accounts, and when you stay on top of any adjustments that need to be made, it will make cleaning up your accounts receivable report easier for you. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
Are your points and miles taxable? In this episode, host DeAndre Coke is joined by CPA Rachel Earl to demystify the often-confusing world where travel rewards and taxes meet. They unpack how the IRS views points earned from credit card sign-up bonuses, referral links, and cashback programs, and clarify when travel rewards might be considered income. The conversation also dives into smart tax planning strategies that can earn you valuable points—like paying estimated taxes by card—and covers key insights around bank bonuses, QuickBooks tracking, and business credit card usage. Rachel shares her professional insights as well as personal travel tips, offering a rare intersection of finance, strategy, and wanderlust. This episode is a must-listen for anyone looking to navigate the financial side of travel rewards with more clarity and confidence. Key Highlights: Points vs. taxes: Points and miles from sign-up bonuses are not taxable, but referral bonuses may be. IRS guidance: Current IRS rulings on this topic haven't been updated since 2002. Cashback simplicity: Cash back is generally not considered taxable income. Credit card usage: Personal cards can be used for business expenses with proper documentation. IRS priorities: The IRS does not track individual cardholders or card usage patterns. Bank bonuses: These are reported on 1099-INT forms and are treated as interest income. W2 caution: W2 employees should be careful when opening a business entity for points purposes. Estimated tax payments: Can be used to earn points, but risks and limits apply—especially in states like California. Record-keeping: QuickBooks or other tracking tools help streamline expense categorization. Wanderlog for travel: A useful tool for organizing travel plans and expenses. This episode is sponsored by Saily. Use Code BOLDLYGO for a 15% discount Resources: Book a Free 30 minute points & miles consultation Start here to learn how to unlock nearly free travel Sign up for our newsletter! This month's best current card offers BoldlyGo Travel With Points & Miles Facebook Group Interested in Financial Planning? Truicity Wealth Management Some of Our Favorite Tools For Elevating Your Points & Miles Game: Note: Contains affiliate/sponsored links Card Pointers (Saves the average user $750 per year) Zil Money (For Payroll on Credit Card) Travel Freely Point.me FlightConnections.com Thrifty Traveler Premium LTH Online Points & Miles In Depth Course: Use coupon code "BOLDYGO" for a 50% discount! CPA's Footnotes: https://www.irs.gov/pub/irs-drop/a-02-18.pdf https://www.thetaxadviser.com/issues/2021/may/credit-card-rewards-purchases-gift-cards/ (Interesting Tax Court case about how a couple redeemed points and what the Court considered taxable income) https://www.irs.gov/pub/irs-wd/202417021.pdf (This is for those who want to get really nerdy about tax and points) https://www.irs.gov/newsroom/questions-and-answers-on-the-net-investment-income-tax (Resource for those that may want to know more about Net Investment Income Tax) Connect with DeAndre Coke: Instagram: BoldlyGo.world TikTok: BoldlyGo.world Website: BoldlyGo.world YouTube: BoldlyGoWorld YouTube: BoldlyGo.Travels Connect with Rachel Earl: Instagram: viachoremtax
John Kyle Junsay and Adrine Adonis are Co-founders at Axiom - AquaSim. Axiom is a startup developing tech solutions based on first principles for aquapreneurs. AquaSim is one of their products, which is an all-in-one smart business management platform for aquapreneurs - with market insights analysis, optimized calculation, simulation, financial management, and an e-commerce platform. This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo.In this episode| 01:40 Ano ang Axiom - AquaSim? | 07:44 What problem is being solved? | 18:26 What solution is being provided? | 34:47 What are stories behind the startup? | 44:07 What is the vision? | 45:39 How can listeners find more information?AXIOM - AQUASIM | Facebook: https://www.facebook.com/profile.php?id=61571856315745COASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Scott MacKenzie hosts Paul Jackson on the Industrial Talk Podcast, highlighting the renaissance in the industry and the importance of innovation, collaboration, and education. Paul Jackson, CEO of Method.me, discusses their no-code CRM platform designed for small businesses, particularly those using QuickBooks. Jackson shares a case study of a custom medical cabinet manufacturer who used Method.me to streamline their estimate process, saving time and costs. He emphasizes the potential of no-code solutions to adapt to business changes and predicts AI integration for future customization. Jackson also mentions the challenges of ERP systems and the importance of adopting technology to avoid business plateaus. Action Items [ ] @Scott MacKenzie - Consider attending the Boston ME Device conference in September 30 - October 1, 2025, as it may be relevant for businesses in the medical manufacturing industry. [ ] Reach out to Paul Jackson at method.me/industrial-talk to learn more about the platform and how it could benefit your business. [ ] Explore the evaluation process and checklist that method.me provides to help businesses determine their software needs. Budget Custom estimate screen for a client cost $1,500. Method is cheaper and less time-consuming than ERP solutions. Competition ERPs were mentioned as complex and costly alternatives. Excel and pen/paper are common alternatives used by 62% of Method's customers. SOS inventory mentioned as complementary solution for stronger inventory management. Objections Cost might be a shock for those not used to custom solutions. Biggest competition is not using anything, relying on Excel or pen and paper. Adoption of technology versus current practices can be challenging for small businesses. Small business owners often become bottlenecks, struggling to automate processes. Need Custom medical cabinet manufacturer struggled with complex estimation process. Owner became bottleneck for company growth due to manual processes. Businesses struggle to adopt technology, often using Excel or pen/paper. Companies hit roadblocks when scaling, needing customizable software solutions. Sentiment The tone was overwhelmingly positive, with Scott expressing excitement about the solution. Paul shared success stories and benefits of Method's no-code platform enthusiastically. Scott described the conversation as "great" and the solution as "impressive". Outline Introduction to Industrial Talk Podcast Speaker 1 introduces the Industrial Talk Podcast with Scott MacKenzie, emphasizing its focus on industry professionals and innovations. Scott MacKenzie welcomes listeners and highlights the importance of industrial professionals, encouraging them to own their achievements. Scott MacKenzie discusses the current renaissance in the industry and the excitement surrounding new technologies and solutions. Scott MacKenzie mentions his upcoming book, which will provide strategies for solving pain points in the industry, and encourages listeners to download it. Introduction of Paul Jackson and Method.me Scott MacKenzie introduces Paul Jackson, founder and CEO of Method.me, a CRM platform designed for small businesses. Paul Jackson's background is briefly discussed, including his experience in running a service business and his transition to software development. Scott MacKenzie emphasizes the importance of educating, collaborating, and innovating in the...
Struggling to profitable—sounds like a dream, right? But for one badass business owner, it became reality.
Guaya Melgar is Co-Founder and CEO at Mochi Solutions. Mochi Solutions is providing automated billing solutions for Filipinos. Designed by Filipinos, for Filipino businesses. Get access to reliable automated invoicing, simplified order management, effortless installment and recurring billing, with various options for digital payments by subscribing to the Mochi Solutions plans. Mochi Solutions streamlines your workflow so you can reclaim your time! This episode is recorded live at the Mochi Solutions office in Makati City.In this episode | 00:57 Ano ang Mochi Solutions? | 01:52 What problem is being solved? | 04:38 What solution is being provided? | 15:45 What are stories behind the startup? | 39:18 What is the vision? | 49:25 How can listeners find more information?MOCHI SOLUTIONS | Website: https://mochi.ph | Facebook: https://facebook.com/mochisolutionsTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Let's talk about the unsexy hour that completely transformed my business.In this episode, I'm pulling back the curtain on the one hour each week that made the biggest difference in my salon's financial health — and no, I'm not the one categorizing every transaction.From bi-weekly meetings with my CFO to reviewing monthly P&Ls and making data-backed decisions, I'm sharing exactly what this rhythm looks like inside both LG and Salon Lace. If you're avoiding your numbers, overwhelmed by QuickBooks, or just hoping things “work out” — this episode is your sign to shift that.Because your business can't grow if you're flying blind.
Arundel Formacion is Team Leader and Jaden Joguilon is Project Manager at Avamos Musorb Innovators. Avamos Musorb Innovators is a research-based startup developing smart adsorption mechanisms for sustainable water solutions. Their product can treat water, ideal for aquarium owners, fish breeders & aquacultures, and for wastewater treatment plants.This episode is recorded live at Coastline 5023 FTBI. Coastline 5023 FTBI is a startup incubator based in University of the Philippines Visayas in Miag-ao, Iloilo.In this episode: | 01:20 Ano ang Avamos Musorb Innovators? | 03:36 What problem is being solved? | 07:10 What solution is being provided? | 15:50 What are stories behind the startup? | 26:49 What is the vision? | 28:36 How can listeners find more information?COASTLINE 5023 FTBI | Facebook: https://facebook.com/coastline5023THIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS | Website: https://sprout.ph | Sprout Payroll Starter: https://bit.ly/SproutPayrollStarter | APEIRON | Website: https://apeirongrp.com | TWALA |Website: https://twala.io | SYMPH Website: https://symph.co | SECUNA Website: https://secuna.io | MAROON STUDIOS Website: https://maroonstudios.com | AIMHI Website: https://aimhi.aiCHECK OUT OUR PARTNERS | Ask Lex PH Academy: https://asklexph.com (5% discount on e-learning courses! Code: ALPHAXSUP) | Founders Launchpad: https://founderslaunchpad.vc | GumdropLab: https://gumdroplab.com | CloudCFO: https://cloudcfo.ph (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH) | Cloverly.tech: https://cloverly.tech | BuddyBetes: https://buddybetes.com | HKB Digital Services: https://contakt-ph.com (10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Hyperstacks: https://hyperstacksinc.com | OneCFO: https://onecfoph.co (10% discount on CFO services! Code: ONECFOXSUP) | UNAWA: https://unawa.asia | SkoolTek: https://skooltek.co | Better Support: https://bettersupport.io (Referral fee for anyone who can bring in new BPO clients!) | Britana: https://britanaerp.com | Wunderbrand: https://wunderbrand.com | Fail Coach: https://fail.coach | Drive Manila: https://facebook.com/drivemanilaph | EastPoint Business Outsourcing Services: https://facebook.com/eastpointoutsourcing | Doon: https://doon.ph | Hier Business Solutions: https://hierpayroll.com | DVCode Technologies: https://dvcode.tech | Mata Technologies: https://mata.ph | LookingFour Buy & Sell Online: https://lookingfour.com | NutriCoach: https://nutricoach.com | Uplift Code Camp: https://upliftcodecamp.com (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH) | Digest PH: https://digest.ph (10% discount on legal services! Code: DIGESTXSUP)START UP PODCAST PH | YouTube: https://youtube.com/startuppodcastph | Spotify: https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa | Apple Podcasts: https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394 | Facebook: https://facebook.com/startuppodcastph | Patreon: https://patreon.com/StartUpPodcastPH | Website: https://phstartup.onlineEdited by the team at: https://tasharivera.com
Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.SponsorsDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:27) - Spring Break Road Trip and Intuit Campus Visit (01:54) - Spinning the Wheel of Rants (02:47) - Allowing Clients to Control the Work (04:34) - Giving Legal or Tax Advice (09:24) - Taking Clients Without Required Skills (14:51) - Working for Free and Discounting Invoices (21:04) - Access to Client Bank Accounts (25:44) - Managing Client Communication (29:47) - Importance of Engagement Letters (33:08) - Reviewing and Updating Engagement Letters (35:59) - Vetting Clients Before Engagement (41:50) - Emotional Boundaries with Clients (44:52) - Confidentiality and Professionalism (47:50) - Course Announcements and Wrap-Up Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Nancy McClelland's Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup1Password: 1password.comKeeper: https://keeper.app/?via=4aaea6Alicia's Mobile App class: May 13
This week in the guest chair we have Raven Gibson, multidisciplinary designer and founder of the empowering apparel and lifestyle brand Legendary Roots. Getting her start in her dorm room, Raven takes us on her journey of delegation, negotiating with Fortune 500 retailers, and trusting that what's for you will never pass you by.In this episode she shares:How she uses art to speak up and invites her community to set healthy boundariesThe moment she got serious about QuickBooks, hired a CPA, learned her metrics, and embraced FIRE principles to build a sustainable, profitable business.The systems that keep burnout at bay, and her gratitude‑driven approach to growthHighlights include: 00:00 Intro3:50 Shifting from medicine to art10:00 Scaling a side hustle20:00 Importance of early support24:00 Managing and learning business finance33:00 Marketing strategies39:00 Retail partnerships43:00 Maintaining a work/life balance52:00 Tips for entrepreneurs Watch episode 462 on YouTube and listen on all podcast appsLinks mentioned in this episodeLegendary Rootz website – https://legendaryrootz.com Instagram / TikTok / Threads – @legendaryrootzTarget – https://www.target.com Shopify – https://www.shopify.com PayPal – https://www.paypal.com Figma – https://www.figma.com ClickUp – https://www.clickup.com QuickBooks – https://quickbooks.intuit.com Tumblr – https://www.tumblr.com Year of Yes by Shonda Rhimes – https://www.simonandschuster.com/books/Year-of-Yes/Shonda-Rhimes/9781476777122 Click here to subscribe via RSS feed (non-iTunes feed): http://sidehustlepro.libsyn.com/rssAnnouncementsJoin our Facebook CommunityIf you're looking for a community of supportive side hustlers who are all working to take our businesses to the next level, join us here: http://sidehustlepro.co/facebookGuest Social Media InfoSide Hustle Pro – @sidehustlepro#SideHustlePro Hosted on Acast. See acast.com/privacy for more information.
Send us a textThis episode comes from April's Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.In this episode you'll hear:Learn how to confidently set your prices for bookkeeping setups and avoid underchargingDiscover effective ways to present financial statements that truly benefit your clientsFind out how to balance multiple professional identities on LinkedInGet strategies for taking a break from your bookkeeping business without losing clientsResources mentioned in this episode:Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaElevate program: https://www.ambitiousbookkeeper.com/elevateEmail subscription: https://www.ambitiousbookkeeper.com/subscribePayment processors: Stripe, PayPal, GoCardless, PlutoWorkflow Queen (Alyssa Lang): https://www.workflowqueen.comAccounting software: Xero, QuickBooks, WavePayroll: GustoClient management: DubsadoSpotify playlists for The Ambitious Bookkeeper PodcastThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)To fill out The State of Virtual Bookkeeping Survey, click HERE.For each response, I'll be donating $1 to charity: water. Learn more here. Join the next free training at ambitiousbookkeeper.com/training
If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer's account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money. Refunding a customer seems so simple, but many of my clients struggle with how to record the transactions in their bookkeeping system. Most will issue a check for the balance they want to refund, but the confusion normally comes when they need to record the refund in QuickBooks. You may be having the same issues if you are using another bookkeeping software system, but as long as you follow a few key steps, your refund will be recorded correctly. In today's podcast episode, I'm diving into how you should be correctly recording how you refund your customers in QuickBooks so that their balance is not only correct but everything is linked correctly in your bookkeeping system as well. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, keeping your customers satisfied by refunding any amounts owed to them and recording it correctly in your bookkeeping software will help eliminate any clean up in the future and ensure your financial statements are accurate. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
Are you constantly saying, “I'm just not a numbers person”?
In this episode of The AC Method, Aaron shares the evolving story of a controller crisis that's turning into a powerful lesson on hiring and interviewing. After back-to-back controller hires fell short due to dishonesty, Aaron reveals how he completely revamped his interview process to ensure candidates truly have the skills they claim. From trade show insights on the latest tech to key hiring strategies, discover: Why bringing the right team members to the trade show matters How to spot inauthentic resumes and buzzword bait A live demonstration using QuickBooks as your “lie detector” The updated interview process that nails down candidate competence If you're an owner or manager looking to sharpen your hiring process and avoid costly mistakes, this episode is a must-listen. Don't forget to like, comment, and subscribe for more episodes of The AC Method! The AC Method is hosted by Aaron Clippinger and sponsored by SquareCoil. Learn more at https://www.squarecoil.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today on “The Building Code,” Charley is joined by guest co-host Carly Ward, partnerships manager here at Buildertrend. They're chatting with Carla Merrill, Owner of Builder's GoTo. Carla is a trusted resource connecting builders with top products like QuickBooks and Buildertrend to streamline their operations and drive growth. Listen to the full episode to discover the hidden factors that drain profits – and walk away with practical strategies you can implement immediately to build smarter. Learn more about Builder's GoTo: https://www.buildersgoto.com/ Read the shownotes for this episode here: https://buildertrend.com/podcast/the-building-code/267-carla-merrill/ Join “The Building Code” Facebook group: https://www.facebook.com/groups/thebuildingcodecrew/ FACEBOOK: https://www.facebook.com/buildertrend/ INSTAGRAM: https://www.instagram.com/buildertrend/ TWITTER: https://twitter.com/Buildertrend/ YOUTUBE: / @buildertrend LINKEDIN: https://www.linkedin.com/company/buildertrend #Buildertrend #BuiltWithBuildertrend #ConstructionSoftware #AI
Tiff and Dana talk about a large trend happening in dental practices this year: last-minute cancellations, and why it's such a stressor for the doctors. They share how to notice the signs of no-shows further in advance, plus ways to troubleshoot the problem. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Tiffanie (00:01) Hello, Dental A Team listeners. We are so excited to be here with you today. I have the one and only Dana here with me. Dana, we're still working on that dynamite. Dana is my favorite nickname, but we'll see what Kara decides sticks. So. Thank you, Dana, for being here with me today. If you guys are watching this podcast, which I think is still a weird concept in my brain, Dana has the most incredible hair today. Dana, I'm always impressed with your lovely loc. So thanks for coming ready to go today. How are you? Dana (00:34) doing good. Thank you. If you only knew how little time it took me and that's why it's consistent because it takes me no time to get it to do this. I'm excited to be here anytime I get with you on this podcast tip is special time. So Tiffanie (00:42) I love it. Thank you. Thank you. And I do enjoy our time together. I'm trying to make sure we get that one on one time a couple more times per month than just podcasting. So thanks for being patient with me on that. Dana, I get to pick your brain all the time. We have a really fun one coming up here in a second that I know everyone's going to be really excited for. But right now, I really want to pick your brain a lot on cancellations and the cost of cancellations to a general practice. I know in My client base, what I have seen and tell me Dana what you're seeing as well. I have seen this year just like a wild bag of like, patients coming? Are they not coming? Are they canceling? What are the reasons? Like it just feels like a mixed bag of information. Since realistically, I would say it probably, I think it started trickling around November, but January, February was wild. Weather was wild. And then now that we're getting into, you know, summery months, we're getting out of spring and into summer months here in May, it just still seems to be like trends are just kind of cycling around that same space. are you seeing that with your clients you're working with and friends in the industry that you're chatting with as well? Dana (02:03) Yeah, I feel like it is a weekly basis where it's like, okay, how are things going? Well, the schedule was full, right? It was looking great and it just seems to be falling apart. So a lot, a lot of last minute cancellations where it is really hard for the team to pivot and pivot quickly in those instances. Tiffanie (02:09) Yeah. Yeah, I totally agree. I totally agree. And so on one hand, I want you guys out there, doctors, team members, office managers, those of you who are listening today, on one hand, if this is something that you guys are coming up against this year, I want you to know that right now in 2025, this has been a trend that we've noticed within the dental community as a whole. today we really want to talk about the cost of those cancellations. I think it's great for doctors to know that information. A lot of doctors do, lot of owners already have that information, but I think it's great for team members and office managers to really know the cost of that as well so that we can see why are the doctors harping on us, not just because they don't have patients, but why is it so stressful to them? And doctors, why am I feeling this internal stress? And then I've also got some tips in here, Dana and I have gone through that are ways for you to know that there's a problem, start noticing it more in advance. and then ways to troubleshoot those problems as well. So first and foremost, I think, Dana, the most important thing to remember is that we've got to make sure that we've got a solid plan and a solid action, actionable pieces as far as our goals. If we don't know our goals, if we don't know where we're heading, then... Like, what are we even doing? Right? So as long as we, as long as we can keep a good heading on our goals. And I mean, by that, like, what is our monthly goal? What is our daily goal? And then always looking at what have we done? Where are we going? And what's that gap in between? If we're not watching that gap in between, we can fall into a really scary space. And then it's that last week of the month that we've all lived where the office manager is like, okay, guys, we just need $30,000 in addition this week. Who needs ortho? right? And we're like, scraping the bottom of the barrel trying to get that money in. But it's because we haven't watched all month where those numbers are at. making sure that we're always looking at that, and we're always paying attention to those things is going to be massively important. Now, Dana, I know you have a lot of practices that are tracking this, that are they're watching these trends. As far as like dollar per hour kind of cost to the practice and what this actually looks like in conjunction to the goals. What are you seeing with your practices right now and what do you suggest they really start to watch? Dana (04:39) Yeah, I think that it is one just like you said, tracking and making sure that they know how much is open schedule time impacting their production and their ability to get to their goals. How much you know, if their hygiene team isn't getting to their 30 % or hitting their daily goal, is it because they just didn't have a full schedule of patients because that is pretty crucial for them to get to that point. Daily goals are set up with full schedules in mind, especially if we use block scheduling to get to daily goal. If our blocks aren't full, we're not gonna get there. So I think it is tracking to be able to look and say, how much is it impacting our production and what are we losing when we have a hole in our schedule? Because sometimes when we can attach a monetary value to that actual appointment, it becomes a little bit more important. When we see, if we know that every time a restorative appointment is open, that that costs us $1,000 right or $900, right? Well, then we know how much that's going to impact our goal if we know that every time a Recare patient doesn't show up that equals $230 well, then we can sure be strategic about how we make that gap up Tiffanie (05:40) Yeah. Dana (05:56) later in the month or later in the week and sometimes too for team members it's like oh we only have one cancellation well one cancellation for every 17 days that you're open when you know what that value of that appointment is it really really You can see how it's impacting. And so I would say take a look at your doll, you know, your production per hour on both sides so that you know, when I've got an hour open, it's costing the practice this much. When I've got an hour and a half open, it's costing the practice that much. And that's just the missed dentistry. That's not the costs of the practice just to be open for that hour, right? Like there's all of those fixed costs that extend into that too. And so getting a real picture of what each hour in our practice leads to Tiffanie (06:25) Good job. Dana (06:41) production and expenses can just be so eye-opening on its impact. Tiffanie (06:48) I totally agree. I think the actual cost, like if you look at it and we're looking at our goals, that actual cost is what is your dollar per hour? So like Dana said, it could be anywhere between $500 to $1,500 an hour on a doctor's schedule. And then again, that $100 to $300 on a hygiene schedule just really depends on what your practice's goals are and what you guys are set out to achieve. So if you've got $1,200 between doctor and hygiene, we've got a goal of $1,200 per hour and you've got those openings on the schedule, that's what the cost is. that data that we've done really really well and we've done differently this year with our current clients is really having them go through and track the number of open hours on each provider's schedule. So the reason that we do that is last year I had a couple of doctors that were really, really close to, one of them was really close, he was about $30,000 away from hitting the goal that he wanted. Another one was like $20,000 away from exceeding where he thought he would be this year. And I was like, gosh, wow, how did we get so close, but we missed it by that much. So what I did was I sat down and I looked through the whole year and I tallied. doctor, open hours, hygiene, open hours. So whether that was cancellations, the schedule fell apart, who knows, but it was just open hours that were on the schedule that could have been scheduled, meaning that was an open block, nothing was there. And both of those doctors would have far exceeded what they anticipated had those been filled. Now, We like to say a variation rate of about 5%. If you're more than 5 to 8 % on the long end, like 8 % is high. If you're more than that in cancellations, you're in hot water. So even if we deducted that five to 8 % from that math that I did, we still would have hit those goals. And so it really brought a lot of reality into the situation. Like you were saying, Dana, to really be able to see what that gap is and why it happened. And I had a practice just the other day, she did fantastic. This office manager, she had the information before we even went into the call. one of the doctors, one of the owner doctors was really, really intrigued on why are we just why are we short in collections and by that he was looking at QuickBooks, right? So why is the bank short? So because when we look at their data, when we look at their collections and their production, just looking at those straight from Dentrix, they were above 100 % on collections. So the team is like, bro, like we're at 102%. Like, what do you mean? And he's like, yeah, but there's no money. Like there's not the overhead, right? So the overhead is hitting well, The office manager knew that we were going into this conversation. She knew that he was going to ask these questions and that I wasn't going to have that immediate information. So prior to the call, she went through the whole first quarter of the year. And what she did was not only she took cancellations on one side, because that was an aspect of it, but another piece that she took was we've had a lot of call outs from hygiene and ⁓ vacation. And surgery, was a surgery that, you know, quote unquote, she's on her vacation. So we had a lot of time that there wasn't a hygienist available to see patients. And when she tallied that it was literally that missing piece and his mind was just blown and he was like, my gosh, thank you. He just needed the satisfaction of knowing what it was, right. But the cost of not only cancellations, but that missed opportunity of hygiene because there had been hygienists ill, there had been hygienists on PTF. as a hygienist that had to have shoulder surgery, these things come up and they happen, but we're not always anticipating them and our goals get missed. So these cancellation spots where patients are calling and they're like, gosh, I just can't come in are even more important. because there are times where we can't, we can do something about that. We can fill an open spot on the schedule. I can't do hygiene if I don't have a hygienist, a licensed hygienist there to take that spot. So those different spaces really took a toll. the cost on the practice, right? The cost of the cancellations is the dollar per hour, but then on a grander scale, it's like, what did we miss out that month and that quarter? And how did it impact our overhead? Because this example, all three examples, the doctors were like, why is my overhead so high? Where's my profitability? Why is this sucking? Especially when you feel like we're rolling along pretty well. It's like, where's the profitability? Where is it missing? That's the big toll. And then also I think, Dana, the stress, like, gosh, being a team member and then like inefficiencies that it creates, the stress of having to save a patient or Dana (11:22) Mm-hmm. Yeah. Tiffanie (11:40) having to talk somebody into coming last minutes, the stress of knowing that there's a cancellation there and Doc's gonna, know, Doc and manager or owner or whomever is gonna come ask me questions. Like Dana, you've been in that position too. And even maybe even from a hygienist standpoint, the stress of having openings, like that's a cost as well. What was that for you and your perception as a provider and a team member, but then also as a consultant, what are you seeing there as far as the cost on a practice with those cancellations from an emotional standpoint? Dana (12:09) Yeah, I I think is I do this definitely something that weighs heavily on you because I mean, I'm very goal oriented. And so if you put a goal in front of me, I'm going to want to tackle it. And so it is a little bit defeating in that way. And then it's like, okay, well, I would have to book patients out, right. And sometimes even further than when they were due, right, just to have my schedule fall apart. And it's like, man, like I could have seen those people that I had to look out a little bit farther. So it is a stressful on a patient care level is stressful on a goals level it's stressful on like hey I'm here and like I want to do things that are of value to the practice so yeah it plays a burden on everyone and so it's just something that's so important to look at and to set a game plan for and to tackle as a team. Tiffanie (12:58) Yeah, I totally agree. totally agree. Now areas that we'll tackle some areas where you can tell there's an issue, like not only you see like, my gosh, I feel like there's a lot of cancellations happening, but really just being able to see what that what that entails. So I think one space is open schedule, obviously, right? Open schedule. I think frustrated team members, Dana, do you agree? Yeah. Dana (13:23) Yeah, yeah, because it's so much more work on the back end to save something that's fallen off or to fill something than it is to just be really good at reappointing from the beginning and being really good at creating value from the beginning. Those things are much easier than this stress and the crunch time of after the fact. Tiffanie (13:45) Yeah, totally agree. So upset team members, like stressed out front office team members, upset doctors, empty schedule, seeing repeat offenders. So patients that are repeatedly coming off of the schedule seem to cancellations. And you guys, I want to tackle a little bit too on why. why this happens. There's a few things and I mean, you guys are going to tell me and your team is going to tell me patients are sick and patients can't come in because of work. Like I totally hear you. I get that. I understand. But what it boils down to the root cause in my opinion is a lack of a lack of systems or a lack of systems follow through. So lack of consistency. So ⁓ handoffs and patient buy-in might not be there. Team buy-in might not be there. Scheduling rules. So how do we form and build the right schedule. If we're consistently behind on patients appointments, or they're taking longer than we said they would, they're not getting sat on time, like if we're showing that we don't value our schedule because our scheduling template isn't working for us and it's running us behind, I don't like we're telling the patients our schedules don't matter. I'm not sure why we expect a different result. On the other side, we expect our patients to, you know, really, really take into consideration the schedule and to make that a top priority, but we're not even doing that. So hard truth, I think there. ⁓ If you're having these issues, if you're running behind, you're seeing high cancellations and you feel frantic, it's typically a reflection of the schedule that you're running. Right, Dana, do you agree? Am I just in mean? Dana (15:23) 100 % I hands down took the words that I say all the time and I'm like honestly it comes down to a lack of value and that's really hard for offices to hear but it is a lack of value on the appointment itself right we've not created enough value for the patient to feel like this is something I cannot miss and we also haven't valued it enough to ensure that we've done that. Tiffanie (15:42) Yeah. Dana (15:47) to ensure that we followed our systems that we've worked really hard to put into place. And so maybe we don't value those systems or we don't see their value. And so it truly comes down to just a lack of value on both ends. Tiffanie (15:58) I absolutely agree. Yeah, yeah. And the patient's buy in comes from value, you guys, and it takes multiple times. So some of the systems I think, Dana, that we can we can pop through a couple of systems that really, I think, stand out and helping that. And I think one space to remember is that we want to attract and we want to keep the patients that we want. Not every practice is built for every patient, every person. So some patients are not going to respond well, they're not going to care, they're always going to cancel or they're going to hop. You know, I used to work in a dental practice that it was a heavy retirement community and we had a lot of, them in Arizona snowbirds. And so we had a lot of winter visitors and they were just special hoppers. We would see somebody on, you know, one new patient special that we were running at the time and we'd never see them again or we'd see them three years later trying to use another special. always going to happen. So work really hard and aim to create systems that work for the patients that you want to keep. Who's your patient avatar that you're trying to attract to your practice? What will they appreciate about your communication about your systems? And don't be afraid to lose some patience to make room for the patients that will appreciate the systems you're putting into place. So that's my caveat. And to create that value. really Dana, that word that you use there is spot on because that's really what it's all about. We're creating value, which creates retention and we're, we're selling not only a product, a dental product, we're selling a filling, right, but we're also selling an emotional product of how are they feeling when they're in our practice and our systems boil down to create to being there to create feelings, to evoke emotions in patients so that they do see the value in that product that you're selling. So handoffs, you guys might hear this constantly. If you've ever listened to any podcast, NDTR, if you ever want to hear Dana and I talk about it, there's probably about 50. So go type in NDTR, Next Visit Date, Time, Recare. It's literally the perfect handoff situation. It's something we've used for years. It was something that and I trialed many years ago. And it's worked so well in so many practices to turn around case acceptance, to turn around scheduling, and to really just turn around communication between front and back office that we continue to harp on it. So go type in NDTR on our website, TheDentalATeam.com. When you go to podcasts, you can search NDTR. ⁓ And I think treatment planning in general. So making sure those handoffs are right, treatment planning. And I think Dana too, like I stress to practices to treat re-care appointments very similarly. Like it's so easy to get into that routine of like, okay, let's just, let's schedule your next six months real quick. We'll pop it on the schedule. You can let me know as it gets in or, don't worry, they're scheduled. And it's like, we haven't built any value. In my, we built the value of the appointment hygienist, like the value that you have built during that appointment 100%, but that patient has to remember to evoke that feeling in six months from now to keep that appointment on the schedule. So how are we building and creating that value for those appointments even thereafter? So Dana, like NDTR. treatment planning, and then how do you suggest and how did you maybe even as a hygienist build that value for those re-care appointments when they're coming three, four, six months later? Dana (19:25) Yeah, I see it all the time. And I do think NDTR builds in some value in that and I've been getting a lot of doctors question like, hey, why do I have to ask about their re care? Right? Well, that is that is your chance to build value as the doctor that not only do I need to see you for that treatment, but it's super important to me as the doctor to see you in six months or whatever your regimented cleaning time is. So there is that but then I would use this as a hygienist myself every single patient before I scheduled. Tiffanie (19:47) Yep. Dana (19:55) They were given a reason why I needed to see them back. Right? So even my regular six months, and I learned this from an amazing coach, right? So I'm not even going to take credit for it, but it's something that like I did routinely that I instill in all of my hygiene teams that I work with. And that is every patient has to leave with a reason to return. Even if that is, my gosh, Mr. Smith, seeing you every six months has kept you looking so good. We need to make sure we keep that up. Tiffanie (20:01) ⁓ I that. Thank Dana (20:25) Let's get your next six month appointment scheduled. Even if Mr. Smith has zero issues, concerns, anything, right? Then my people with concerns, that's even more so. All right, so I need you to work on that flossing technique. We did have a fair amount of bleeding this time. My goal for you the next time you come in six months is you've been able to really target that in and we've got that bleeding reduced. I can't wait to see you in six months to check on it. Tiffanie (20:27) Beautiful. Dana (20:49) Right, so when giving them it's not just like let's get your routine appointment scheduled No, there is a reason why every single patient needs to be back in my chair at the recommended interval and Sometimes too we would put little notes and it helped the front office, right? Hey, I know Dana really wanted to keep you on that six months She said you were looking so good last time. Is there any way we can make today work, right? So it was in my auto note I always put it in there and help the front office then they gave them the reason right? Hey, don't forget Dana wanted to check those bleeding points. How's that flossing going? Let's get you in today Let's make sure you're here so she can double check on that so it's something that I have used religiously and that I feel like truly does because we do see that hygiene appointments, right? That's where a lot of the cancellations happen and that's because it's just the routine cleaning, right? Or the routine preventive. And so building that value in hygiene and you can do it with something so simple as just something you need to check on the next time that they're there. Tiffanie (21:48) Yeah, my gosh, Dana, was stop the podcast. That was all they needed. It's brilliant. Thank you. I love that. So I think that in itself is huge because that that went into the confirmations that went into saving the appointments and the pre scheduling. So I think that was huge, Dana, that little nugget was more than we could have ever asked for. Thank you. Thank you. So, systems, guys, NDTR, go look it up, treatment planning. I love this idea of making sure every patient, whether they're coming in on doctor's schedule, whether they're coming in on hygiene schedule, they have a reason to come back. And remember, I mean, gosh, it makes perfect sense because... your patients are coming back on your your dental schedule and your doctor's schedule because they have a reason because they have decay, broken tooth, missing tooth, whatever the case may be. So find that reason for their re care as well. And I love that you pointed out even the healthy patients you were like, let's keep this up. Let's keep that going. I can say I had my eye exam the other day and he was fantastic. And he was like, gosh, yeah, it hasn't changed a lot from last like he was just bringing up so much information from the last time and like can't wait to see it again next time. I was like, wow, this guy actually in a very short amount of time, I think I spent five minutes with the man, ⁓ massive amounts of trust build and value. I truly will not go to another eye doctor as long as I can go to him. So just building that value, doesn't have to take a long time. It just has to be massive amounts of value. So make sure you're under TR treatment planning, make sure there's a reason for them coming back. They're always scheduled to come back. Confirmations are in place and make sure that you're tracking your cancellation rates, you guys, and really seeing what the impact on the business is and sharing that with your team so that everyone's super aware. This awareness is meant to bring light to trends. It is not meant to be a you guys suck, this is where we're at. It's a hey, this result sucks. Why is this happening? Let's look at our systems. I tell my teams all the time and I think Dana, you do too. I don't want you doing something that's not working. That is such a waste of time and I... would gouge my own eyes out, I could not. There's no way I could live life like that. I did not expect other people to as well. So when we track these metrics, when we're looking at these trends, my goal is to ensure that we're only doing things that are getting the right results. And when we're not getting the results we want, we change the system because it's clearly not working. And when a team knows that that's what we're looking for. I'm not looking at you that you suck unless you literally refuse to use the system. I'm not looking at you. I'm looking at the system. The system and the results are what we're tackling. We're not tackling people. We're never tackling each other. So Dana (24:24) Thank Tiffanie (24:34) Go into it that way. Track those cancellations. Look at the real cost to the business and then look at the systems that you have in place. Are you adding enough value to those appointments through your handoffs, through your treatment planning, through your discussions on why they need to come back and then through your confirmations. Are your confirmations working? we lax it easy asking and are we keeping a good schedule? Huge, huge. You will get back. what you give. So make sure that what you're giving is freaking excellent. And Dana, thank you so much. That was a wonderful podcast. That was so many amazing nuggets. You guys go back, listen again, take notes. I'm telling you, Dana's brain, I always get something new out of it. Years and years later, consulting side by side, you still just always drop something on me that I'm like, dang, all my practices need to hear that. So Dana, thank you for being here with me today. Dana (25:29) Yeah, thanks for having me as always. Tiffanie (25:31) Of course, you know, I'll steal you anytime I can get you. So awesome, everyone. Go listen, take notes, go do the things, start tracking your cancellations, look at those systems and really start seeing the cost and the value that you're perceiving. Okay. Any questions? Reach out to us, Hello@TheDentalATeam.com, if you need checkers, if you need more information on any of the things that we talked about, if you're interested in learning how to have someone like Dana give you amazing tips like that all the time, just off the cuff, please reach out. We are here for you guys. Hello@TheDentalATeam.com. You can reach us. on our website www.TheDentalATeam.com. We make it really, really easy for you guys. So reach out to us and drop us a five star review. We want to hear how amazing you thought Dana's nuggets were today. Thank you all. We'll catch you next time.
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