Category: Business

Crystalynn Shelton Talks to the 5 Tips to Make QuickBooks Effective as a Small Business Owner on The Systems and Workflow Magic Podcast

Phil Faris

In a recent episode of The Systems and Workflow Magic Podcast, Licensed CPA and QuickBooks Top 100 ProAdvisor Crystalynn Shelton dove into QuickBooks and all it can do for small businesses when it comes to their books and finances. She shared quick tips, the best features seldom heard of, and some secrets to make bookkeeping EASY. Link to the show: https://podcasts.apple.com/us/podcast/75-top-reasons-you-should-be-using-quickbooks-to-improve/id1597803600?i=1000610369275 Organizing financial data is essential to gaining a better understanding of the health and performance of a business. QuickBooks makes it easy to track income, expenses, and inventory in…

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Crystalynn Shelton Talks Mistakes to Avoid in Setting Up a Bookkeeping Business on The Successful Bookkeeper Podcast

Phil Faris

In a recent episode of The Successful Bookkeeper Podcast, Licensed CPA and QuickBooks Top 100 ProAdvisor Crystalynn Shelton dove into the reality behind a bookkeeping business, discussing the lessons she learned, her mistakes, the self-care routine she put in place, and her advice to set a bookkeeping business up for success.  Link to the show: https://podcasts.apple.com/us/podcast/ep357-crystalynn-shelton-how-to-ensure-client-success/id1159005821?i=1000609458540 It is important to remember that when setting up a bookkeeping business there are certain things people should avoid. Here are the top five mistakes to keep in mind: Not having an appropriate budget…

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Sherry Auble, Founder of Savvy Women & Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The Importance of Having A Business Plan

Phil Faris

Sherry Auble discusses the top tips for creating a business plan.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-the-importance-of-having-a-business-plan/ Successful business plans are essential to any company’s success. A well-crafted plan will help attract investors, secure loans, and recruit team members. Here are the key factors every successful plan should include and the top five tips for creating a business plan: What to Include in a Business Plan Generally speaking, successful plans include: Executive summary: This brief overview will provide the reader with an understanding of the…

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Financial Professional Bryan Baysinger, Interviewed on the Influential Entrepreneurs Podcast Discussion Social Security and specialized knowledge in Retirement Planning

Phil Faris

Bryan Baysinger discusses retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-retirement-planning/ In the episode, Bryan Baysinger emphasizes the importance of taking a proactive approach and valuing specialized knowledge in order to be more successful. Bryan believes that simply having general knowledge is not enough; specialized knowledge is what sets individuals apart. For example, he uses the game show Jeopardy as an illustration, where contestants may have high IQs and general knowledge on a wide range of subjects, but that alone is not sufficient. Bryan stresses…

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James Haass, Retirement Income Specialist, Interviewed on the Influential Entrepreneurs Podcast

Phil Faris

James Haass discusses planning for retirement. Listen to the interview on the Business Innovators Radio Network:https://businessinnovatorsradio.com/interview-with-james-haass-retirement-income-specialist/ Planning for taxes in retirement is a crucial aspect of financial planning. In this interview, James Haass emphasizes the need to carefully consider taxes when withdrawing money from retirement accounts. He acknowledges that taxes are beyond people’s control and that there is no guarantee that tax brackets will be lower in the future. Therefore, it is essential to strategically plan for taxes in retirement. James also highlights the importance of maximizing one’s tax bracket…

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Interview with Daniel Collison, Managing Partner at Advice2Advisors & Author of “Building Bigger & Better” Discussing Growth Plans of Top Financial Advisors

Phil Faris

Dan Collison discusses how Advisors can build their own Confident Growth Plan  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-growth-plan/  Growth doesn’t happen by accident. In fact, when speaking to top-producing financial advisors, it becomes quickly apparent that they have every aspect of their business plan to a tee; client acquisition being among their top priorities. These elite advisors know where their next client is coming from because they’ve planned it in advance, just as they’ve planned that each new client will fit their ideal client profile.…

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