521: Boosting Profits with Better Bookkeeping with Lindsey Roberts
Are you leaving money on the table by not tracking your expenses effectively? In this episode, Lindsey Roberts of Harquin Bookkeeping shares expert advice on how proper bookkeeping can boost your profits and improve your decision-making. We explore key tax deductions that many small business owners overlook, the importance of consistent record-keeping, and how staying organized year-round can make tax season less stressful. Lindsey also offers tips on how to set up your business for success, whether you're hiring your kids or considering purchasing a company vehicle. Tune in to learn how better bookkeeping can elevate your pet care business.
339: Powerful Bookkeeping with Lindsey Roberts
Are your finances organized? As we come to the end of the year, we start having an eye on tax time. Bookkeeping is the process of organizing both your expenses and income in an logical manner. Lindsey Roberts, owner of Harquin Bookkeeping, joins the show to break down common misconceptions of bookkeeping and what we should actually be tracking as a small business. Lindsey also shares what the different requirements are for services vs products, since many of us added products to our business in the last year.
309: Data Security and IT as a Small Business with Ron Cervantes
Are you securing your client data correctly? What security holes do you have in your business? Running a business in the 21st Century means we must consider data security in everything we do. Ron Cervantes, owner of C Solutions, shares how every business can be more secure. From password managers to avoiding phishing scams, we have to stay alert and make sure we’re using good tools and services to run our business. Ron discusses how to properly use your personal phone for running your business and also how to keep your and your client’s data secure in a more connected world than ever.
294: How to Budget for Your Pet Business
Why do you need a budget? With everything going on in the world, it’s more important than ever to know exactly where your money is going and wrestle back some control of our finances. The principles of budgeting apply to both your personal life, as well as your business. We break down 5 reasons why having a budget will help you and then dive into how to apply the principles of budgeting. Then, Natasha O’Banion answers, “How do I see the long term view for my business?”
289: Investing for Retirement as a Small Business with Joshua Winterswyk
Are you saving for retirement? 💰While it can seem daunting and like it’s far away, it is critically important to get started as early as possible. Joshua Winterswyk, from RPA Wealth Management, talks all about saving and investing. He breaks down the options for self-employed individuals and how to have a long-term mindset around money. He also shares a holistic approach to managing your risk and assets.
234: Maximizing Tax Deductions with Mike Jesowshek
Not that anyone is counting, but there are only 145 days until tax day, in the U.S. To make sure we’re making smart year end tax moves and setting ourselves up for success for tax season, Mike Jesowshek, CPA and owner of JETRO, shares what 2022 taxes look like for small businesses. He gives advice on how to handle health insurance, retirement savings, and what to do if you want to buy a vehicle for the business. If you hired or started selling physical goods in 2021, Mike has tips for your first time filing. He says to stick to deducting things you’re already spending money on, instead of purchasing things you don’t need.