Podcasts about small business accounting

Heading into tax season unprepared can be costly—missed deductions, lost paperwork, and sometimes, a surprise check to the IRS. But it doesn't have to be that way! In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., shares the ultimate year-end checklist every business owner needs to save on taxes, protect their business, and walk confidently into tax season. From organizing your paperwork to making smart tax moves and maximizing personal financial strategies, Danielle gives you practical steps you can take before December 31st that can make a big difference in the new year. Key Takeaways:  Get Your Paperwork in Order: Before December 31st, ensure all your partnership agreements, legal documents, and W9s are signed, stored, and ready. It'll save you major headaches during tax season. Use the January 1st Advantage: The first of the year is the best time to make big structural changes, like starting an LLC, switching payroll providers, or filing for S Corp status. This avoids partial-year filings and confusion. Pay Your Kids (Properly!): You can pay your children for legitimate work in your business and enjoy tax advantages while teaching them financial responsibility. Take Advantage of Accountable Plans: Reimburse yourself consistently for things like your home office and cell phone. It's an important benefit that shouldn't be skipped, even in slower years. Review Personal Tax Opportunities: Before year-end, check your 529 plans, HSA, and FSA balances and make contributions to maximize your deductions and savings. Max Out Retirement Contributions: Don't forget to fund your retirement plan! Whether it's a 401(k), SEP IRA, or solo 401(k), you're building wealth beyond your business. Meet with Your Tax Accountant Early: Schedule a pre-tax-season check-in to confirm your estimated payments, review your strategy, and avoid surprise penalties. Don't Spend Money Just to Save on Taxes: Avoid the trap of prepaying expenses or buying things you don't need. Focus on building a healthy, sustainable, profitable business instead. Topics Discussed: (00:00) Intro + Critical Paperwork to Get In Order for Year-End (02:24) Setting Up or Switching Your Business Structure for 1/1: LLC, Payroll, S Corp Election (05:02) Paying Your Kids the Correct Way for Tax Benefits (06:36) Accountable Plan Reimbursements (07:24) Collecting W9s from Contractors (08:13) Personal Tax Strategies: 529 Plans, HSAs, FSAs, and Health Insurance  (11:13) Retirement Contributions and Your Different Options (12:31) Meeting with Your Tax Accountant (13:28) Smart Tax Planning Strategies to Avoid IRS Penalties and Spending Profit When You Don't Need To (15:36) Itemized Deductions, Charitable Contributions, and the Big Beautiful Bill's Effect on Depreciating Equipment (17:17) Outro: Kickstart's Free Year-End Tax Checklist, Like, Share and Subscribe!   Resources: Free Download | Ultimate Year-End Tax Checklist Related Episodes: Entrepreneurs: Should You Go S-Corp? Pros & Cons + Expert Insight – Ep 115 Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth – Ep 137 Beyond the Business: Preparing for a Secure Retirement – Ep 188 KSA Tax Partners | https://ksataxpartners.com/    Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

Heading into tax season unprepared can be costly—missed deductions, lost paperwork, and sometimes, a surprise check to the IRS. But it doesn't have to be that way! In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., shares the ultimate year-end checklist every business owner needs to save on taxes, protect their business, and walk confidently into tax season. From organizing your paperwork to making smart tax moves and maximizing personal financial strategies, Danielle gives you practical steps you can take before December 31st that can make a big difference in the new year. Key Takeaways:  Get Your Paperwork in Order: Before December 31st, ensure all your partnership agreements, legal documents, and W9s are signed, stored, and ready. It'll save you major headaches during tax season. Use the January 1st Advantage: The first of the year is the best time to make big structural changes, like starting an LLC, switching payroll providers, or filing for S Corp status. This avoids partial-year filings and confusion. Pay Your Kids (Properly!): You can pay your children for legitimate work in your business and enjoy tax advantages while teaching them financial responsibility. Take Advantage of Accountable Plans: Reimburse yourself consistently for things like your home office and cell phone. It's an important benefit that shouldn't be skipped, even in slower years. Review Personal Tax Opportunities: Before year-end, check your 529 plans, HSA, and FSA balances and make contributions to maximize your deductions and savings. Max Out Retirement Contributions: Don't forget to fund your retirement plan! Whether it's a 401(k), SEP IRA, or solo 401(k), you're building wealth beyond your business. Meet with Your Tax Accountant Early: Schedule a pre-tax-season check-in to confirm your estimated payments, review your strategy, and avoid surprise penalties. Don't Spend Money Just to Save on Taxes: Avoid the trap of prepaying expenses or buying things you don't need. Focus on building a healthy, sustainable, profitable business instead. Topics Discussed: (00:00) Intro + Critical Paperwork to Get In Order for Year-End (02:24) Setting Up or Switching Your Business Structure for 1/1: LLC, Payroll, S Corp Election (05:02) Paying Your Kids the Correct Way for Tax Benefits (06:36) Accountable Plan Reimbursements (07:24) Collecting W9s from Contractors (08:13) Personal Tax Strategies: 529 Plans, HSAs, FSAs, and Health Insurance  (11:13) Retirement Contributions and Your Different Options (12:31) Meeting with Your Tax Accountant (13:28) Smart Tax Planning Strategies to Avoid IRS Penalties and Spending Profit When You Don't Need To (15:36) Itemized Deductions, Charitable Contributions, and the Big Beautiful Bill's Effect on Depreciating Equipment (17:17) Outro: Kickstart's Free Year-End Tax Checklist, Like, Share and Subscribe!   Resources: Free Download | Ultimate Year-End Tax Checklist Related Episodes: Entrepreneurs: Should You Go S-Corp? Pros & Cons + Expert Insight – Ep 115 Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth – Ep 137 Beyond the Business: Preparing for a Secure Retirement – Ep 188 KSA Tax Partners | https://ksataxpartners.com/    Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

In this episode of the Elevate Media Podcast, Chris Anderson sits down with Austin McMillan, founder of Flywheel Financial, to talk about building profitable businesses through financial clarity and smart systems. Austin shares his journey from acquisitions in the landscaping industry to launching his own fractional CFO firm. They dive into why chasing revenue can sink businesses, the importance of profit-first strategies, and how to avoid burnout while scaling.Main Talking Points:Austin's journey into entrepreneurship and Flywheel Financial's missionWhy profit—not revenue—is the real scorecard for business healthThe importance of financial rhythms and owner KPIsRed flags that lead to burnout and financial stressBuilding accountability systems and effective team cultureHow AI is reshaping bookkeeping and financial servicesThe role of margin in creating freedom and creativityPersonal legacy, integrity, and family impact This episode is NOT sponsored. Some product links are affiliate links, meaning we'll receive a small commission if you buy something.===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on the Sunlight Tax podcast, I break down the biggest misconceptions about professional accounting services and explain why relying on tax preparation alone doesn't give small business owners or creative entrepreneurs the full value they need. I talk about the importance of proactive tax planning, bookkeeping, and year-round financial strategy, and why high-quality accounting services can feel expensive but are worth the investment. That's exactly why I created Money Bootcamp, a comprehensive course package and bookkeeping setup training for freelancers, sole proprietors, and solopreneurs. It helps get you set up right for taxes, tracking the right things, and growing a giant pile of money without wasting your time.   Also mentioned in this episode: 01:00 Understanding the Value of Professional Accounting 02:19 Common Misconceptions About Accountants 03:43 What You Don't Get with Tax Preparation 06:55 The Costs of Quality Accounting Services 11:40 The Need for Accessible Financial Education 13:49 Money Bootcamp   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Join my free class on 9/17: Make Taxes Easier and Stash an Extra $152k in Your Savings Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions Check out my program, Money Bootcamp

Ever look at your cash flow statement and want to crawl under your desk and hide? You're not alone! Cash flow statements aren't really made for business owners, but that doesn't mean you should ignore them. So, how do we read them? In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., is here to show you exactly how to understand your cash flow without needing an accounting degree through the Snapshot Cash Overview, Kickstart Accounting's simple, business owner-friendly report that shows you exactly what's coming in, what's going out, and how much cash you really have to work with. Key Takeaways:  Traditional Cash Flow Statements Aren't Made for You: They're built for bankers and accountants, not entrepreneurs. That's why Danielle and our team created the Snapshot Cash Overview, a simpler, visual tool built with business owners in mind. Profit Doesn't Mean Cash in the Bank: You can show a $20k profit on your income statement, but if you're paying off debt or taking owner's draws, your bank account can still feel empty. The Snapshot Cash Overview: Green means Money In. Red means money out. The Snapshot uses a color-coded system to help you quickly understand your revenue, expenses, debt payments, and draws. Know Your Free Cash Flow Before You Invest: Before making big decisions like hiring or upgrading tools, check if your business is generating enough cash. Use Net Cash Flow to Guide Your Owner's Draws and Savings: Want to know how much you can pay yourself or set aside for taxes? Your year-to-date net cash flow will give you the clearest answer. The Snapshot Bridges the Gap Between Profit and Cash: It ties together your income statement and balance sheet so you can finally see where your money is really going. Topics Discussed: (00:11 – 01:57) Why Traditional Cash Flow Statements Don't Work for Business Owners (02:27 – 04:30) Introduction to the Snapshot Cash Overview and Its Key Components (04:31 – 07:42) How Balance Sheet Items Affect Your Cash and Why They Matter (07:43 – 10:06) Real Client Case Study: $109k in Income But Only $5k Added to Cash (10:06 – 11:39) How to Use Your Snapshot to Make CEO-Level Decisions with Confidence   Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

Ever look at your cash flow statement and want to crawl under your desk and hide? You're not alone! Cash flow statements aren't really made for business owners, but that doesn't mean you should ignore them. So, how do we read them? In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., is here to show you exactly how to understand your cash flow without needing an accounting degree through the Snapshot Cash Overview, Kickstart Accounting's simple, business owner-friendly report that shows you exactly what's coming in, what's going out, and how much cash you really have to work with. Key Takeaways:  Traditional Cash Flow Statements Aren't Made for You: They're built for bankers and accountants, not entrepreneurs. That's why Danielle and our team created the Snapshot Cash Overview, a simpler, visual tool built with business owners in mind. Profit Doesn't Mean Cash in the Bank: You can show a $20k profit on your income statement, but if you're paying off debt or taking owner's draws, your bank account can still feel empty. The Snapshot Cash Overview: Green means Money In. Red means money out. The Snapshot uses a color-coded system to help you quickly understand your revenue, expenses, debt payments, and draws. Know Your Free Cash Flow Before You Invest: Before making big decisions like hiring or upgrading tools, check if your business is generating enough cash. Use Net Cash Flow to Guide Your Owner's Draws and Savings: Want to know how much you can pay yourself or set aside for taxes? Your year-to-date net cash flow will give you the clearest answer. The Snapshot Bridges the Gap Between Profit and Cash: It ties together your income statement and balance sheet so you can finally see where your money is really going. Topics Discussed: (00:11 – 01:57) Why Traditional Cash Flow Statements Don't Work for Business Owners (02:27 – 04:30) Introduction to the Snapshot Cash Overview and Its Key Components (04:31 – 07:42) How Balance Sheet Items Affect Your Cash and Why They Matter (07:43 – 10:06) Real Client Case Study: $109k in Income But Only $5k Added to Cash (10:06 – 11:39) How to Use Your Snapshot to Make CEO-Level Decisions with Confidence   Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

What exactly is bookkeeping and why does it matter so much for your business?  In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., breaks down the basics of bookkeeping, explains how it supports your growth, and shares the real-life benefits of staying on top of your numbers. Whether you're just starting out or scaling fast, this is foundational knowledge every business owner needs.  Key Takeaways:  Bookkeeping Is Your Business's Financial Foundation: It's all about recording and organizing every transaction—sales, expenses, and everything in between—so you can make smart, informed decisions.   Cash-Basis Accounting Is Usually the Right Fit for Small Businesses: Unlike big corporations, most small business owners don't need complex systems. Recording transactions when cash hits or leaves your bank account keeps things simple and clear. Timely Bookkeeping Saves You Time, Money, and Stress: When your books are current, you can avoid overpaying in taxes, make better business decisions, and skip the last-minute scramble at tax time. Accurate Books Protect You in Audits and Increase Your Business's Value: Clean records mean you're IRS audit-ready, and if you ever need to sell or get a valuation, your bookkeeping can directly impact your bottom line. As the CEO, You're Still Responsible: Even with a bookkeeper, it's your job to communicate business changes and review your reports regularly. That's how you turn numbers into growth. Special Note for S-Corp Owners: You must have accurate financials to file correctly and stay compliant. That means both income statements and balance sheets—don't skip this step! Topics Discussed: (00:29 – 01:33) What is Bookkeeping and Why Does It Matter?  (01:34 – 03:59) The Difference Between Small Business and Corporate Bookkeeping (04:00 – 08:26) The Benefits of Accurate, Up-to-Date Bookkeeping (08:27 – 09:09) Why Cash Balance Is Not the Full Financial Picture (09:09 – 09:43) Special Considerations for S-Corp Owners (10:19 – 12:37) The Importance of Taking Responsibility for Tracking Your Numbers as a Business Owner   Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc

What exactly is bookkeeping and why does it matter so much for your business?  In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., breaks down the basics of bookkeeping, explains how it supports your growth, and shares the real-life benefits of staying on top of your numbers. Whether you're just starting out or scaling fast, this is foundational knowledge every business owner needs.  Key Takeaways:  Bookkeeping Is Your Business's Financial Foundation: It's all about recording and organizing every transaction—sales, expenses, and everything in between—so you can make smart, informed decisions.   Cash-Basis Accounting Is Usually the Right Fit for Small Businesses: Unlike big corporations, most small business owners don't need complex systems. Recording transactions when cash hits or leaves your bank account keeps things simple and clear. Timely Bookkeeping Saves You Time, Money, and Stress: When your books are current, you can avoid overpaying in taxes, make better business decisions, and skip the last-minute scramble at tax time. Accurate Books Protect You in Audits and Increase Your Business's Value: Clean records mean you're IRS audit-ready, and if you ever need to sell or get a valuation, your bookkeeping can directly impact your bottom line. As the CEO, You're Still Responsible: Even with a bookkeeper, it's your job to communicate business changes and review your reports regularly. That's how you turn numbers into growth. Special Note for S-Corp Owners: You must have accurate financials to file correctly and stay compliant. That means both income statements and balance sheets—don't skip this step! Topics Discussed: (00:29 – 01:33) What is Bookkeeping and Why Does It Matter?  (01:34 – 03:59) The Difference Between Small Business and Corporate Bookkeeping (04:00 – 08:26) The Benefits of Accurate, Up-to-Date Bookkeeping (08:27 – 09:09) Why Cash Balance Is Not the Full Financial Picture (09:09 – 09:43) Special Considerations for S-Corp Owners (10:19 – 12:37) The Importance of Taking Responsibility for Tracking Your Numbers as a Business Owner   Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc

Small Business Accounting

Send us a text Do your financial reports leave you with more questions than answers? Are you constantly wondering where your cash went, even when the work keeps coming in? Feel like you're flying blind? Contractors face some of the most complex financial challenges out there, and you need an accounting team you can rely on as you grow.This episode explores the pros and cons of four main approaches to accounting support: hiring in-house, working with a monthly construction bookkeeper, using generalized back office services, and leveraging a team of construction-specific experts. Learn about the cost considerations, technological implications, and the overall return on investment.This episode is perfect for contractors looking to level up their businesses with confidence that their accounting systems and supports will be able to keep up.Subscribe to get notified as soon as new episodes go live!Topics we cover in this episode include:00:34 Celebrating Five Years of Podcasting00:51 Unique Challenges in Construction Accounting02:12 Building a Reliable Accounting Team04:40 In-House vs. Outsourced Accounting08:53 The Importance of Industry-Specific Knowledge12:12 Cost Considerations and ROI20:02 Technology in Construction Accounting28:48 Conclusion and Free ResourcesLINKSDownload the free Construction Accounting Comparison Cheat SheetVisit the episode page for more details and a transcript of the showTake the FREE Construction Company Health EvaluationJoin the Profit First for Construction community!Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com

Send us a text Do your financial reports leave you with more questions than answers? Are you constantly wondering where your cash went, even when the work keeps coming in? Feel like you're flying blind? Contractors face some of the most complex financial challenges out there, and you need an accounting team you can rely on as you grow.This episode explores the pros and cons of four main approaches to accounting support: hiring in-house, working with a monthly construction bookkeeper, using generalized back office services, and leveraging a team of construction-specific experts. Learn about the cost considerations, technological implications, and the overall return on investment.This episode is perfect for contractors looking to level up their businesses with confidence that their accounting systems and supports will be able to keep up.Subscribe to get notified as soon as new episodes go live!Topics we cover in this episode include:00:34 Celebrating Five Years of Podcasting00:51 Unique Challenges in Construction Accounting02:12 Building a Reliable Accounting Team04:40 In-House vs. Outsourced Accounting08:53 The Importance of Industry-Specific Knowledge12:12 Cost Considerations and ROI20:02 Technology in Construction Accounting28:48 Conclusion and Free ResourcesLINKSDownload the free Construction Accounting Comparison Cheat SheetVisit the episode page for more details and a transcript of the showTake the FREE Construction Company Health EvaluationJoin the Profit First for Construction community!Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com

Financial Management Triage for Entrepreneurs is covered in this podio, along with the following subjects:- Starting a business the right way- The DIY approach to bookkeeping- Cash Flow Management***************************************Financial Management Triage is a process for evaluating financial situations quickly and prioritizing actions to address them. Most small businesses have financial management challenges whether it's taxes, bookkeeping, cash flow, financing, or many other issues. You are not alone even if your issues span several years. That's why it is important to have a periodic independently conducted financial management check-up to keep your business on solid financial footing. Also, the longer you let situations fester the more difficult and costly they can be. During the show, we will discuss common financial management problem situations and how to address them. I'll be talking with Jeneen R. Perkins about Financial Management Triage for Entrepreneurs. Jeneen Perkins is a freelance accountant and the CEO of Eclat Enterprises LLC., a full-service accounting firm in the greater Milwaukee, Wisconsin, area. Jeneen started Eclat Enterprises in 2011. In her current role, she is a tax specialist versed in the latest tax laws and regulations. Eclat Enterprises offers many tax services, including Freelance Consulting Services, Small Business Accounting, and Real Estate Accounting Services. As a client of Eclat Enterprises, Jeneen and her team pride themselves on providing Accounting and Tax Services in Plain English.

Send us a textEpisode 753 | The Sharvette Mitchell Radio Show | www.Sharvette.comWatch the YouTube interview:https://youtu.be/kH2SC5sRAJsBorn and raised in Flint, MI, Pam Balentine has always been a high achiever. Graduating as Valedictorian of her high school class, she went on to earn both her Bachelor's and Master's degrees in Accounting from Michigan State University. She began her career at the prestigious EY in Detroit before advancing into auditing roles at various Fortune 500 companies.While working in internal audit, Pam's entrepreneurial spirit led her to establish Viking CPA Group in March 2013. After relocating to Atlanta, GA, in 2014, she took a bold leap of faith in 2017, going full-time with her firm. Today, she specializes in helping small to mid-size business owners with tax preparation, tax planning, advisory services, and accounting solutions.Beyond growing her firm, Pam has also shared her expertise as an Adjunct Professor at Kennesaw State University. She prides herself on bringing personality to the CPA profession, building lasting relationships with clients, and delivering real value beyond the numbers.Pam is not your typical CPA—she's the CPA with personality!Connect with Pam (Balentine) Bell, CPA: www.vikingcpagroup.comhttps://www.instagram.com/pamthecpa/https://www.facebook.com/vikingcpagroup The Sharvette Mitchell Radio Show | www.Sharvette.com Listen and Subscribe to our Podcast: https://pod.link/281762250 Listen on Apple Podcast - http://itunes.apple.com/us/podcast/the-sharvette-mitchell-radio/id281762250 Listen on Spotify - https://open.spotify.com/show/6Er67rVhcSqj8MO7ysL9bV Listen on iHeart Radio: https://www.iheart.com/podcast/256-the-sharvette-mitchell-rad-31047507/ Listen on BuzzSprout- https://thesharvettemitchellradioshow.buzzsprout.com Listen on Amazon Music Podcast: https://music.amazon.com/podcasts/7a6dbb45-abf8-4ce7-8202-116b3dbd3f31/the-sharvette-mitchell-radio-show

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Tim Tebow, LIVE and in-person at Clay Clark's December 5th & 6th 2024 Thrivetime Show  Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Barbara Schreihans is the Founder and CEO of Your Tax Coach, the Creator of the Write Off Your Life™ Course, and voice behind the Life-Changing Money podcast. She's a kickass tax strategist, business coach, and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits. When she's not leading her team, coaching clients or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family and traveling the world. Memorable Moments“The Internal Revenue Code may as well have been written specifically for business owners, therefore, you have the best opportunity to save money on taxes.”“What are you already spending money on that we can turn into a business expense? Any opportunity to network, market, or create content leverages your ability to 'write off your life'.” “As of 2024, you can pay your own kids $14,600 free of federal tax. This business expense lowers your profit and allows you to save tax money.”   Connect with BarbaraInstagram: @yourtaxcoachFacebook: @yourtaxcoach TikTok: @your.tax.coachWebsite - https://yourtaxcoach.com/ Connect with AllisonInterested in working together? Fill out this form.www.instagram.com/allisonwalshwww.shebelievedbook.comwww.allisonwalshconsulting.comhttps://www.facebook.com/groups/shebelievedshecouldcommunityPRIVATE PODCAST FOR HIGH-ACHIEVING MOMS - www.allisonwalshconsulting.com/privatepodcast

In this episode of Tech Talks Daily, I explore how AI is transforming the way small businesses operate with Akankshu Dhawan, SVP of Small Business & Growth at Xero. With a growing focus on productivity in the wake of a significant decline for small businesses, Akankshu shares how Xero is reimagining accounting through the integration of AI and mobile technologies.  Xero's latest innovation, Just Ask Xero (JAX), is an AI-powered business companion that helps small businesses manage finances and make smarter decisions on the go. Whether it's generating invoices, predicting cash flow, or providing real-time business insights, JAX is designed to offer proactive support across commonly used platforms like WhatsApp, email, and SMS. We discuss how small business productivity in the UK has dropped by 7% in the past year, leaving many owners struggling to keep up. Akankshu explains how AI can be the game changer for these businesses, automating repetitive tasks like bank reconciliation and invoicing, while also delivering critical insights to help owners focus on what they do best. As Xero continues to integrate AI into its platform, the combination of mobile tech and generative AI is making accounting more accessible, allowing business owners to take control of their finances from anywhere. Akankshu highlights the practical ways in which AI is reshaping the future of small business management. He explains how tools like JAX provide not just faster processes but also deeper insights, helping businesses make informed decisions. The enhanced Xero mobile app is a key part of this strategy, offering new features like predictive cash flow forecasting, mobile bank reconciliation, and the ability to manage invoices on the go. This episode offers valuable insights into how Xero is bridging the gap between small businesses and the promise of AI-driven productivity. Could tools like JAX finally bring AI's benefits to small businesses? Tune in to hear Akankshu's thoughts on the future of financial management and how AI is helping small businesses thrive.

In this episode of the AmiSights Podcast, we chat with Michael Ly, the founder and CEO of Reconcile. Michael shares his journey of starting the company in 2016, driven by a mission to support entrepreneurs by handling their daily bookkeeping and accounting needs, allowing them to concentrate on their core business strengths. “The business owner or the entrepreneur, they don't start a business because they're excited about accounting,” he said. “They start a business because they're passionate about a product or service they want to provide to the world and provide to their end customer, and accounting generally is not that service unless you're an accountant.” Today's episode will explore why rapid growth doesn't immediately translate into cash flow, as the need to hire more employees increases. We'll also discuss the challenges of finding qualified accountants, a task made even more difficult since the pandemic, which saw 300,000 accountants leave the industry. Lastly, we'll dive into strategies for building a strong company culture within a fully remote environment. Connect with Michael: https://www.linkedin.com/in/michaelly/ Follow Michael on Instagram: https://www.instagram.com/michael.s.ly/ Follow Michael on X: https://x.com/michael_ly_ Check out Reconciled: https://www.reconciled.com/ Follow Reconciled on X: https://x.com/getreconciled Follow Reconciled on Instagram: https://www.instagram.com/getreconciled/ Follow Reconciled on Facebook: https://www.facebook.com/getreconciled/ Recorded on 6/24/24

On this week's episode, Morgan chats with Brittany Turner, accountant and founder of Countless! Countless, founded in 2016, is a modern and vibrant CPA firm created for small businesses. Since founded, Brittany has helped small businesses in 20+ states and guided two client companies to successful acquisitions by Fortune 500 and Fortune 100 giants [HOLY MOLY].

In this episode, we dive into Renee Moore's Profit First journey at Canine Craze Performance Center. Discover how she revamped her business by restructuring classes, introducing a membership model, and doubling consulting fees.  Renee's story highlights the power of embracing change, pushing boundaries, and committing to Profit First principles for remarkable improvements in profitability and efficiency. Join us for an inspiring journey of transformation and growth.   IN THIS EPISODE: [00:40] Introduction to Renee Moore, owner of Canine Craze Performance Center in Urbandale, Iowa, and creator of Dog Perfect and Puppy Perfect online training programs [01:42] -Renee shares her motivation for implementing Profit First, highlighting her struggles with managing cash flow in her business [06:38] - Transition to a credit union and how she optimized her automatic payments, saving money [11:17] - Positive effects of the Second Half Strong program, including increased productivity and strategic focus [18:22 ]- Results and Transformations; retooling her business model, offering memberships, and providing accelerated learning opportunities for clients [25:38 ]- Accelerated Learning: Renee emphasized the concept of accelerated learning, benefiting clients and improving profitability KEY TAKEAWAYS: Commitment to Change: Implementing Profit First requires a mindset shift and a commitment to breaking old financial habits. It's not just a technical change; it's a mental one. Streamline Expenses: Review and cut unnecessary expenses to improve profitability. Analyzing and reducing operational costs can have a significant impact on your bottom line. Embrace Change for Growth: Embrace change in your business model and offerings. Be open to exploring new ideas and pushing boundaries to foster growth and profitability.   RESOURCES: Danielle Mulvey - Website https://www.daniellemulvey.com/ Danielle Mulvey - Linkedin http://linkedin.com/in/danielle-mulvey-66a315 The All In Company - Website http://theallincompany.com Profit First Nation - Website http://profitfirstnation.com   ABOUT THE GUEST:   Renee Moore has been professionally training dogs since graduating from Animal Behavior College in 2006. Since then she has exprience competing in obedience, training service dogs, handling and directing dogs that were filmed for PSA's (Public Service Announcements), leading group and private lessons,  as well as, creating successful training programs, including Canine Craze's Train & Play "Private School Program" for dogs and her interactive “Dog Perfect” + “Puppy Perfect” online training programs.   Renee's mission is to help people understand how to teach their dogs how to think and have fun during the learning process. A true innovator, Renees is always looking for new ways to help owners have the best relationship with their pets. Linkedin: linkedin.com/in/renee-moore-2b212921    Website : caninecraze.com   ABOUT THE HOSTS:   Danielle Mulvey is a former flight attendant-turned-entrepreneur and owns multiple businesses doing $50 million in annual revenue. She is one of the exclusive, select group of Mastery-Certified Profit First Professionals worldwide and the go-to “HOW TO IMPLEMENT” workshop facilitator for Profit First and WSJ Journal best-selling author Mike Michalowicz following his keynote speeches. Danielle is currently running multiple businesses, from start-ups to mature businesses with 10-year plus track records and revenues ranging from $1M to $40 million in annual revenues and is a certified numbers geek about Profit First, leveraging the DIY cash management system for small business to achieve maximum profitability. She can personally guide business owners to achieve maximum profitability based on her 25 years of experience as an entrepreneur who has been there and done that.   Additionally, Danielle authored the book The Rapid Read™ Guide to The 5-Star Employee Rating System™ and is currently collaborating with Wall Street Journal best-selling author Mike Michalowicz on his new book, to be released in Q1 2024, titled ALL IN: How Great Leaders Build Unstoppable Teams.    

Have you heard these myths about achieving financial abundance? Myth #1: All you need is a high income to become financially successful. Myth #2: Budgeting restricts your financial freedom. Myth #3: Investing is only for the wealthy. In reality, achieving financial abundance requires control and conscious decision-making. Our guest, Khristine Valdez, will share the truth about how small business owners can increase financial mindfulness and make smarter decisions to improve their financial control. Get ready to debunk these myths and learn actionable steps toward financial abundance.In this episode, you will be able to:Have an idea of the bookkeeping service that Khristine Valdez's company can provide for your business needs.Use Haven Financial's reporting services to gain insights into your business's financial health.Master critical financial management skills every entrepreneur needs to succeed.Grasp the importance of organized bookkeeping to maintain your business's financial well-being.Tackle obstacles head-on with innovative marketing approaches tailored for your business.Unlock the secrets to achieving financial abundance through calculated choices and mindfulness.Learn how to maintain harmony between personal connections and professional ties in the business world.Realize the crucial role clear bookkeeping plays in sustaining a healthy business.Our guest for this week is Khristine Valdez, a talented accountant and seasoned entrepreneur who launched her own business, Haven Financial, to bring financial abundance and control to small business owners everywhere. Khristine's journey started in the corporate world, climbing the ladder to CFO positions before deciding to pursue true freedom and establish her own company. Her experience and understanding of the financial landscape enable her to provide invaluable advice on how gaining better control of finances can lead to smarter decision-making for business owners.“It's not a sprint. Understanding that it's going to take time and not putting so much pressure on yourself, I think is a big thing. And, understanding what is it that you want out of being an entrepreneur and making that happen.” “Pretend you're signing on a new client and walk them through every single step of the process and as if you were that client from beginning to end, and then look at every single piece that needs to be developed along the way. Whether it's accounting or not. Really, that's just a matter of empathy and putting yourself in the client's shoes. Trying to understand their perspective.”Tips for Hiring Virtual AssistantsVirtual assistants can be an excellent resource for small business owners looking to improve their operations. When hiring virtual assistants, entrepreneurs should treat them like local employees, conducting thorough interviews and providing appropriate compensation. It's also crucial to establish trusting working relationships and maintain clear communication. Khristine Valdez shared her experience with building an overseas team, highlighting the positive impact that virtual assistants had on her company. Despite initial challenges, she adopted a transparent approach to managing her team, ensuring that everyone was treated fairly and with respect. Her experience with virtual assistants can serve as an inspiration to other entrepreneurs looking to leverage the talents and skills of remote workers.What is Haven Financial?Haven Financial is an outsourced accounting services firm that specializes in offering small business owners comprehensive bookkeeping and reporting solutions. Their primary focus is on supporting individual entrepreneurs, particularly those who are investing in second or third businesses. Haven Financial aims to help business owners achieve better financial control and make more conscious decisions about their finances. During her conversation with Jamie Bateman, Christine Valdez shared her own journey from the corporate world to founding Haven Financial. Through her experiences, she gained an understanding of the importance of time freedom and control of her schedule, and this reflects in the services her company offers. She discussed her dedication to supporting small business owners by providing them with invaluable tools and insights to manage their finances effectively.Bookkeeping SolutionsEffective bookkeeping is essential for understanding the financial health of a business. It helps entrepreneurs track their income and expenses, identify trends, and make informed decisions about their business's future. Outsourcing bookkeeping services can provide business owners with expert support and insights, allowing them to focus on their core competencies. Christine Valdez's company, Haven Financial, offers bookkeeping solutions tailored to small business owners' unique needs. She discussed the benefits of outsourcing bookkeeping services, including better financial control and the ability to make more conscious financial decisions. For entrepreneurs looking to improve their business's financial health, engaging the services of a professional bookkeeping firm like Haven Financial can be a crucial step forward.Books and Resources Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad OnesThe Fountains of SilenceThe Giver of Stars: A Novel Connect with Khristine Valdez: WEBSITE: www.myfinancialhaven.comLINKEDIN: https://www.linkedin.com/in/khristine-valdez-207a5312/INSTAGRAM: https://www.instagram.com/khristine.valdez/ Connect with us WEBSITE: https://www.adversity2abundance.comLeave us a rating or review: https://www.adversity2abundance.com/reviews/new/ or hereGot comments, feedback or suggestions? We'd love to hear it! https://www.adversity2abundance.com/contact/ Follow Labrador LendingWEBSITE: https://labradorlending.com/YOUTUBE: https://www.youtube.com/channel/UChYrpCUlqFYLy4HngRrmU9Q Connect with JamieLINKEDIN: https://www.linkedin.com/in/jamie-bateman-5359a811/TWITTER: https://twitter.com/batemanjames

We're thrilled to bring you our latest episode "From Pitfalls to Profits: Small Business Accounting Insights with Cory Gayman". Get ready to dive deep into the world of small business accounting.   Join us as we chat with Cory, president, and owner of JCG CPA Firm, who shares his expert insights on common accounting pitfalls and strategies to avoid them. Discover the importance of maintaining a comprehensive paper trail, the risks of cash handling, and the significance of fostering a solid trust relationship with your employees.   In this enlightening conversation, we also explore the transformative benefits of digitizing documents, the critical role of cash flow statements, and how to use business dashboards effectively.   Don't miss out on this opportunity to learn from a seasoned professional and elevate your small business accounting game! Tune in NOW!

Are you a small business owner looking to tackle the complexities of accounting? Then you're in the right place! In this episode, I explore common accounting mistakes that can cost your business money. Learn to identify and avoid these costly errors with practical tips and advice. Don't let accounting mistakes be what stands between you and success - start listening now! Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit here: https://www.moneytalkwitht.com/asktiffany Links Accounting & Bookkeeping Article: https://moneytalkwitht.com/blog/accounting-and-bookkeeping-services/ Business Money Makeover: https://academy.moneytalkwitht.com/business-money-makeover

Visit thedigitalslicepodcast.com for complete show notes of every podcast episode. In this episode of The Digital Slice Podcast, Brad Friedman and Jody Grunden, co-founder of Summit CPA Group, chat about the efficiency of having a virtual CFO on your staff and other must-know business tips intended to help you grow your business even if all your employees are virtual. Jody co-founded Summit CPA Group, which merged with Anders CPAs + Advisors in 2022. Summit, now a division of Anders, was the first fully distributed accounting firm. As a leading provider of Virtual CFO Services in North America, Summit provides professional Virtual CFO Services for over 100 companies across the United States, helping business owners dive deep into the financial side of their business to maximize profits, minimize taxes, and increase cash flow.

Your business is going to grow and change and mold. What you started at the very beginning is not going to be the same in 2 years, 5 years, and 10 years. So what then? It's around this time that you start trying to make decisions about whether you should just burn the whole situation down or maybe just do something different. So in this episode, your host breaks down the difference and shares the things you need to think about when you're trying to determine if you should start over or make a pivot. KEY POINTS:- Do you like what you're doing?- The first step to consider before breaking, rebuilding, or pivoting - Where are you making and spending your money?- How much energy do you have?- What to ask yourself before making any changes QUOTABLES:“You got a couple years under your belt, you've been doing it, you've got some processes, it feels good. But inevitably, something is going to break." RESOURCES:Like what you're hearing? Check out Little Fish Accounting at: www.littlefishaccounting.comFollow Little Fish Accounting on social media!IG | instagram.com/littlefishaccounting   The Fish Food Podcast is edited by Instapodcasts (visit at instapodcasts.com)

A podcast for entrepreneurs who started working for themselves to build companies that grow into thriving businesses, The Fish Food Podcast is here to provide bite-sized accounting and entrepreneurship advice in 20 minutes or less. With host and CPA Keila Hill-Trawick, tune in as each episode presents easily digestible tips and tricks for small business owners, from start-ups to established companies. So whether you're acting as your own accountant or looking for a new one, the Fish Food Podcast is for you!  RESOURCES:Like what you're hearing? Check out Little Fish Accounting at: www.littlefishaccounting.comFollow Little Fish Accounting on social media!IG | instagram.com/littlefishaccounting    The Fish Food Podcast is edited by Instapodcasts (visit at instapodcasts.com)

Welcome to the new version of the Fish Food Podcast, now on audio and video, making it even easier for you to get the accounting and tax advice you need!While we are here to talk making money, keeping as much of it as you possibly can, and tracking it appropriately for taxes, in this episode, host Keila Hill-Trawick answers some common questions about herself and Little Fish Accounting.From why Keila decided to leave corporate to who can benefit from her services, lean in and learn why Little Fish Accounting and the Fish Food Podcast are your new true partners in finance. KEY POINTS:- The inspiration behind Little Fish Accounting- What makes Little Fish Accounting stand out?- How does Little Fish Accounting help entrepreneurs?- Why is Keila Hill-Trawick so passionate about her work?- The biggest myths about financial experts QUOTABLES:“One of the reasons that I knew I could be good at it is because I care. And I know that kind of sounds cliche, but I realized that a lot of people that were in what are essentially ‘done for you' service industries are so focused on the task that they're not thinking about the experience.” RESOURCES:Like what you're hearing? Check out Little Fish Accounting at: www.littlefishaccounting.comFollow Little Fish Accounting on social media!IG | instagram.com/littlefishaccounting   The Fish Food Podcast is edited by Instapodcasts (visit at instapodcasts.com)

Clay answers the questions from a Thriver in east Tennessee (Jeff) about money, entrepreneurship and how to start a business. Thrivetime Nation!

Wondering what it's like to work with a tax professional? In this episode, I continue last week's conversation about how to prepare for a stress-free tax season and invite Kenya Todd, our account manager, to lay out what it's like to work with Little Fish. Not only do we lay out what our year-round service, Tax Prep Suite, entails, but we also interview one of our clients, Nix Avant-Brown, about her experience with this service. In the interview, Nix tells us how using Tax Prep Suite helped her go from feeling beat down and completely financially disorganized to being motivated about taking control of her business finances by asking for help. Before wrapping up the episode with details on how you can sign up for Tax Prep Suite, I also answer a couple more specific tax questions.If you haven't already, check out part one of this conversation for everything you need to prepare for end-of-the-year taxes.Looking for tips, insights, and support with all your accounting needs? Then head over to  Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs, then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg 

It seems like everyone in the business and entrepreneurship world is always moving on to new goals, and aiming for new heights.  However, I've always known that there was going to be a cap to Little Fish's growth because there are sacrifices I'm not willing to make for the sake of my team and the lives that I want us to be able to lead. And that's okay.In today's episode, I'm talking about what it means to intentionally reject never-ending growth and how you can do so with care and intention. I talk about optimizing the way we, as a team work, in order to meet our revenue expectations without burning out and how you can too.Then, I talk about the important role numbers play in determining your team size and how much effort you'll be putting into reaching your goals. Finally, I talk about getting honest with yourself about your goals and the life you want to live, and how change is always in the air if you want it.  This is an important conversation that isn't discussed much in the entrepreneurial space, so tune in and join us for this discussion.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram: www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

When I first started Little Fish, I had one mission – to make accounting information accessible and digestible for small business owners who are often left out of the conversation. I didn't have my branding figured out, I didn't have a clear target audience in mind, and I didn't even have a business plan or a real goal until this year. So this episode is for my listeners who have dreamed about starting a business of their own, but are remaining on the fence because they don't know where or how to begin. In this episode, I share why you don't need to have everything figured out before starting your business. Then, I walk you through the things you should prioritize as you continue to build your business. This episode is your permission to simply just start and go after the business you can't stop thinking about. Tune in, take notes, and know that you're not alone on this crazy, exciting journey of entrepreneurship.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

Confession: I don't like tracking my time. It's hard for me to clock in and clock out when I'm wrapped up in my day-to-day tasks. But in this episode, I'm making the case for tracking your time. Today, I share 3 reasons why you should track your time and the benefits you and your business will gain from doing so. Tracking your time reveals the gaps and needs in your business so that you can develop a more strategic plan of action. From reflecting on what you and your team have been able to focus on to developing realistic and accurate estimates, this episode is a must if you don't have a good grasp on the amount of time you're spending on your business.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

I'm so excited to introduce you to none other than Simone Little. Simone Little is an operations architect (also known as a chief operating officer) who helps small, women-owned businesses run their business efficiently and productively without burning out. She joins the show today to chat with us about the importance of having systems. More specifically, she explains how having the right systems can impact your finances for the better.In this episode, Simone starts by distinguishing the difference between operations and operating. She also gives us a little background into her entrepreneurial journey, who she serves, and the challenges she faced in accounting and tracking taxes as a business owner herself.Finally, Simone shares her expert advice on the operations and operating tasks you should be prioritizing, whether you're just starting your business, in the middle of your journey, or have been established for many years. This episode is filled with actionable advice so tune in, take notes, and get ready to set up the right systems for your business.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

Did you know that 37% of small businesses outsource accounting and financial responsibilities? However, many of them report having bad experiences that make it difficult to trust a new provider. In this episode, I'm sharing what you need to look for when you're finding the right accountant or tax professional for your business. I share tips to help you navigate the process, the basic services to look for when hiring an accountant, and why you need to get transparent about the deliverables you're expecting from them. I also share why it's so important to look for an accountant or tax professional that is interested in having a long-term relationship with you and your business, and why that will benefit you in the long run. Tune in to this episode and learn how to find the right person to handle the financial responsibilities of your business.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comEpisodes Mentioned:What's The Difference Between an Accountant and a Bookkeeper Outsourcing Finance FunctionsFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

In today's episode, we're discussing taxes. More specifically, we're reframing your beliefs around taxes by helping you understand why taxes are funds that never belonged to you. If you listened to last week's episode all about having cash on hand, this episode will help you understand why taxes are different from your business cash and how you can better prepare your business to handle them when tax season approaches. From how to have better insight on your taxes to why you should hire a professional to handle your taxes as a small business owner, this episode will give you the tools and resources you need to feel better prepared and more equipped to handle your taxes without the stress.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

A lot of business owners tend to make a clear distinction between their bookkeeper, their accountant, and their tax person. However, it is extremely valuable to have all your accounting and tax functions in one place instead of spreading it across experts. This is why in today's episode, I'm talking all about why small businesses can benefit from a more cohesive accounting and tax support. I share 3 benefits of having all your accounting and tax functions under one roof, from avoiding the hassle of being a middleman between your bookkeeper and tax specialist, to have a more cohesive and comprehensive look at everything regarding your finances. So tune in and take notes.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

Everybody wants to get paid. No one starts a business just so they could avoid receiving money, or worse… chase up on payments constantly. In today's episode, I'm talking you through everything you need to know in ordered to get paid on a timely basis. The tips I share in this episode are easy to follow and incredibly actionable. I share ways in which you can make receiving money very easy just by switching to electronic and online payments. Then, I discuss how you can prepare for additional fees from using these payment systems. From setting up expectations with your clients to avoiding the need to chase them for overdue payments, this episode will provide you will all the tips necessary to make getting paid a breeze.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

In the previous episode of Fish Food, we discussed how important it is for your business to manage and account for cash flow. There will always be peaks and valleys in the seasons of running your small business, which is why in today's episode, I want to share how you can establish a financial safety net through having business cash on hand and emergency funds. I share ways in which you can build a reserve of money available for your business so you can handle current operating needs while preparing a cushion for business dips and pauses. From the accounts you need to establish to keep track of your cash flow to setting appropriate emergency fund goals, this episode is a must for all business owners, no matter where you are on your journey.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

Making enough income in just one side of the equation. Making enough income at the right moment so that you have the cash on hand to pay your team and vendors is another. However, the latter is key to keeping your company afloat.That is why in today's episode, we're talking about the most common cash flow challenges and what you can do about that. Most of the time, what you have isn't a bill paying issue. Instead, not being able to categorize and do your bookkeeping is the culprit. In this episode, I'm talking about why bookkeeping is the foundation of everything, how you should think and approach your invoicing, and how to manage your accounts payable and team payments. We also discuss the importances of planning a budget that covers your expenses, and how to keep track of the cash you have at hand.This is a quick and easily digestible episode that'll help you build your business's finances on solid footing, so tune in and take notes!Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

This followup to a previous podcast on the same subject covers some different and more serious issues with erratic and inaccurate accounting. Serious enough to scare away business buyers.For more about Martinka Consulting go to www.martinkaconsulting.com. Our sister company is www.nokomisadvisory.com (a sell-side representation firm). We're also at:425-576-1814john@johnmartinka.com jessica@martinkaconsulting.com

If you've seen Little Fish Accounting out in the world or on the internet, you know how seriously we take compliance and advisory. Our entire firm is built and based around the idea that compliance and advisory make up the most important pieces of your financial strategy. But what does it mean?In today's episode, I explain exactly what compliance and advisory mean individually while helping you understand why your business needs it. I share examples and instances of how compliance can show up in certain functions, like payroll or on your financial statements. I also explain why being so focused on compliance and failing to seek advisory services is the number one issue I see business owners make.If you want to level up your finances to make better, more strategic business moves, then this episode is for you. Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs, then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

Do you know your numbers? Do you know what numbers to look at? If you do not then this special edition man cave podcast version of the Thrivetime Show is for you.

Understanding the different categories that make up your chart of accounts will help you make better and more informed financial decisions in your business. That is why in today's episode, I'm defining what a chart of accounts is. More specifically, I'm breaking down the different categories you can expect to see on your chart of accounts.From the three main categories of your balance sheet and what each of them means to how to read and categorize your profit and loss statement. This episode is a must-listen for business owners and freelancers who feel like their accounts are all over the place. Get a pen and paper ready, and tune in!Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs, then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg

Hello, hello! Welcome back to Fish Food, the podcast for entrepreneurs that are building companies that grow into thriving businesses. We aim to provide accounting/business tips in 20 minutes or less!Delegation is a skill any entrepreneur needs to have. While your business may be small, it can be overly ambitious to take on every task. Knowing who to delegate to and when to delegate is a critical element to ensure your business is firing on all cylinders and reaching its full potential This is especially true with your finances. Constructing a financial team to help with your business affairs is something that should be at the forefront of every entrepreneur's mind. It can be tempting to take on this task as a small business owner. But cutting costs in this regard may come back to harm you in the long run.Today, we are going to focus on how to create this term and why delegating this responsibility is vital to your business's vitality. We hone in on why it's dangerous to try to handle your finances alone, prioritizing tracking business expenses, debunking myths regarding the IRS and taxes, as well as where to find resources to help you with your financial strategy. This is definitely an important episode for business owners that are looking to prioritize their financial obligations.Looking for tips, insights, and support with all your accounting needs? Then head over to Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram: www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg 

Drive More Enterprise Value E114 The Tycoons welcomed Chase Birky, CEO of Dark Horse CPAs to the show. After a few existential crises early on in his career, Chase developed the idea of the Dark Horse platform. Chase is breaking the mold of a typical CPA firm and is offering an unparalleled service. The platform […] The post Drive More Enterprise Value E114 appeared first on Business RadioX ®.

Drive More Enterprise Value E114 The Tycoons welcomed Chase Birky, CEO of Dark Horse CPAs to the show. After a few existential crises early on in his career, Chase developed the idea of the Dark Horse platform. Chase is breaking the mold of a typical CPA firm and is offering an unparalleled service. The platform […] The post Drive More Enterprise Value E114 appeared first on Business RadioX ®.

We are thrilled to have Octavia, the CEO of virtual accounting firm Say Yes to Profits on this episode of The Yegi Project. Yegi's Master's Degree was focused on accounting and she still wishes she had this podcast episode available to her when she first started her business! Octavia takes us through what makes her firm so unique, why she left the corporate accounting world to become an entrepreneur PLUS she divulges on some accounting tips and tricks that can help your business cross the million dollar mark. If you own a small business or are thinking of starting one, stop everything you're doing and listen to this episode! Follow Octavia & Say Yes to Profits!Say Yes to Profits:Website: https://www.sayyestoprofits.comInstagram: https://www.instagram.com/sayyestoprofits/ YouTube: https://www.youtube.com/user/SmartChoicellc Octavia Conner: https://www.instagram.com/octaviaconnercfo/ We hope you enjoyed this episode and that you join The Yegi Project's journey and take action in your life.If you would like to be a guest on a future episode of The Yegi Project, please email info@yegiproject.comThe Yegi Project is available on Apple Podcasts, Spotify, Stitcher and more!https://linktr.ee/theyegiprojectDisclaimer: The information provided in this episode does not constitute business, legal, or accounting advice, and is designed to provide general information relating to business and commerce. The Yegi Project's content, information, products and services are not a substitute for obtaining the advice of a competent professional. Any advice given for personal development is not meant to substitute therapy, psychiatry or diagnose listeners.

Every year, businesses around the world lose over $4 trillion to fraud. Without the right safeguards, it's easy for fraud to slip between the cracks. GrowthForce President and CEO Stephen King help business owners spot opportunities to fix those cracks. Whether you run a multimillion-dollar enterprise or a fledgling nonprofit, separation of duties is a must. As Stephen puts it, the person who writes the checks should not be the same person who reconciles the bank account. Learn how to spot the red flags of business fraud.About Your HostDCA Virtual Business Support President Denise Cagan has been working with small businesses for over 20 years. She has served on the boards of professional organizations such as Business Leaders of Charlotte (BLOC) and the National Association of Women Business Owners Charlotte (NAWBO). Denise is also a graduate of the Goldman Sachs 10,000 Small Business Program, which is a program for small businesses that links learning to action for growth-oriented entrepreneurs.  Denise is recognized as a facilitator, problem solver, and builder. She enjoys speaking to business groups about social media for small businesses and motivating remote and work from home (WFH) teams. She holds a Bachelor of Science in Quality Systems Management from James Madison University.  She has extensive experience in helping small businesses grow through outsourcing solutions providing administrative, creative, marketing, and website support.Connect with DeniseDCA Virtual Business Support website.View and listen to Podcasts with Denise Cagan.  LinkedIn

George is the CEO of Taxhub. He has a Master's degree in taxation from Webster University and began his career in public accounting. Twelve years in, he transitioned to controllership for an engineering firm in New York City. As a controller, he learned a lot about the business side of finance and tax, and the idea for Taxhub took shape. Determined to bring customers a better tax experience, George began assembling a team that could help bring his idea to fruition to serve a broad segment of the private tax-payer market, which then became Taxhub. In this episode, we discuss: ·     “The bird's eye view” of a business from a public accounting point of view ·     How to spot a need in your industry and develop a plan to fill it ·     What it's like to work financially with small businesses on a digital basis I hope you will find this episode as exciting and informative as I have. George's platform TaxHub is a real asset for small business owners and contractors to keep track of their financials and tax information. Please let me know your thoughts!   Connect with George Website: https://www.gettaxhub.com/ LinkedIn: https://www.linkedin.com/in/george-birrell-867845a/ Connect with Steve Eschbach Website: https://www.tworld.com/locations/naperville/ or https://eschbachassoc.com/ YouTube Channel: https://www.youtube.com/channel/UCWqgICqaSI8xE2GRYY1HWJA LinkedIn: https://www.linkedin.com/in/speschbach/ Instagram: https://www.instagram.com/steveeschbach/ Twitter: @ SteveEschbach   Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on The Localist, Carrie is back to regularly scheduled programming with guest Michael Dollins! Michael is a CPA and Carrie's personal accountant, and he's here to help demystify (and help everyone be less afraid of!) taxes. January is the best time to prep your finances for the year ahead, and Michael gives us his best tips for making your taxes easier. Michael and Carrie discuss if  you really need to hang on to your receipts, what you can actually write off, and how to handle income from apps like Venmo. Michael and Carrie wrap up with how to avoid audits, quarterly taxes versus annual taxes, and how to handle your stimulus check.  Mentioned in this episode:  Church Street Coffee and Books  Carrie's Spreadsheet Download Infomedia  NAICS Codes  michael@dollinscpa.com (205) 822-1332

Cash is king. Isn't that what people say? It's true now more than it has been in quite some time. In this episode of the Rialto Marketing Podcast, we're chatting with Kristy Barber, a financial wizard with The Fitness Accounting Firm, about how to preserve and manage cash for your business. Don't miss these amazing tips.