Entrepreneur Money Stories: Recent Episodes
Kickstart Accounting, Inc.
Welcome to Entrepreneur Money Stories The podcast for women entrepreneurs who want to break free from limiting beliefs around money once and for all.
Your host Danielle Hayden, co-owner of Kickstart Accounting, is a reformed corporate CFO who is on a mission to help rule-breaking female entrepreneurs understand their numbers so they can gain the confidence needed to create sustainable profits.
This podcast is a series of real conversations about money mindset, with valuable, action-packed takeaways for the entrepreneur that's building their abundant empire.
If you're working to release money blocks so that you can step into your power and purpose, youโre in the right spot.
You've built a profitable business, and you're still handing more of it to the IRS than you need to. The real reason usually traces back to your structure.
In this episode of CEO Numbers Network, I'm continuing our mid-year tax check-in series with a deep dive into business structure. Profitable business owners often keep paying self-employment tax long after their structure has stopped making sense. I break down the three signs that tell you you're ready for an S corp and the reasonable compensation rule the IRS requires once you make that switch. I also share a client story about what it actually took to get her ready, because the profit number alone wasn't enough.
You will learn the three signs that tell you you're ready for an S corp, plus the reasonable compensation rule the IRS enforces once you make the switch.
If you have ever wondered why your CPA never brought up an S corp, or worried you might be underpaying yourself the wrong way, this episode shows you exactly where to look.
๐ Discover how our tax team can help you know if you're ready for an S corp: here
Key Takeaways
00:00 The cost of delaying decisions
1:54 Why self-employment tax costs more
3:19 How S Corp changes taxes
5:02 The $75,000 net profit benchmark
6:40 Why finances must stay separate
7:53 The reasonable compensation rule
Resources
๐ฅ Download our free mid-year tax check-in checklist: here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen Next
๐ Why Your Tax Bill Keeps Growing (Even When You Pay On Time)
๐ Your CPA Did Everything Right, and It's Still Costing You
Safe harbor protects you from an IRS penalty, but it doesn't protect you from a bigger tax bill when your business grows. This episode of CEO Numbers Network explains the difference, and what to do about it before next April.
I explain safe harbor, the IRS rule that protects business owners from an underpayment penalty, and why it's often mistaken for a complete tax plan. I walk through the exact math the IRS uses to calculate what you owe throughout the year, and I share two real client stories, one who paid faithfully and still got a surprise bill, and one who had never paid estimated taxes at all. I also break down the tax reserve, a separate number based on this year's income that safe harbor alone doesn't cover, and I give you three concrete steps to close that gap before your next tax season.
You will learn what safe harbor actually protects you from and how the tax reserve closes the gap it leaves behind.
If you have ever paid every estimated tax payment on time and still gotten a bill you didn't expect, this episode will show you exactly why, and what to do differently before next April.
๐ Discover how our tax team can build your tax reserve alongside your safe harbor payments: here.
Key Takeaways
00:00 Why paying on time still bites
02:18 What Safe Harbor covers
04:28 Growing faster than your tax plan
05:18 The Safe Harbor floor mistake
05:29 Two client stories on the gap
07:24 The tax reserve formula
10:29 The CEO question to ask
11:44 Three steps to close the gap
Resources
๐ฅ Download our free mid-year tax check-in checklist: here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen Next
๐ Your CPA Did Everything Right, and It's Still Costing You
๐ The CEO Strategy For Building A Full Money Team
Your CPA can file a perfectly accurate return every year and still never once ask you the question that actually changes what you owe. That's how the entire accounting industry built the job, and I think it's the wrong way to run a business.
I've spent my career watching business owners treat tax filing and tax planning as the same job. They're not, and that confusion is exactly why I built an entire second practice, KSA Tax Partners, around the difference. In this episode, I walk through the six-area mid-year check-in we run with every client there, business structure, benefits, retirement contributions, tax projections, estimated payments, and deductions, plus a real client story where three of those areas were missed entirely because no one was looking forward on their behalf.
In this episode of CEO Numbers Network, I make the case for a standard I think every business owner should hold their advisors to, one that goes beyond filing and into real planning. You will learn exactly what that standard looks like in practice, and how to tell whether your current advisor is meeting it. If you have ever sensed that your CPA is doing everything right and something is still missing, this is the conversation that closes that gap before the year runs out.
๐ Discover how our tax support can help you plan ahead, not just file on time, start here!
Key Takeaways: 00:00 The CPA Question Nobody Asks 1:21 Filing vs Planning 2:37 Why Fall, Not April 3:04 The Six-Part Tax Snapshot 5:39 Three Missed Tax Moves 7:03 The Boardroom Standard
Resources: ๐ฅ Download our free mid-year tax check-in checklist: here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen Next: ๐ Maximizing Tax Deductions: The Smart Owner's Guide to Business Expenses โ Ep. 214 ๐ Avoid THESE Costly Mistakes from Mixing Business & Personal Expenses โ Episode 196
You have your financial statements. But do you actually know what to do with them?
Most of us were taught to check our numbers after the month is already over. That's the moment I want to change for you.
In this episode, I walk through the four ways business owners make decisions and why most of us default to reacting instead of planning. I share the three shifts I use in my own business. Two of them are about your numbers: using them instead of just knowing them, and looking ahead instead of only looking back. The third is about your role, moving from expert to CEO. I also break down the four roles every money team needs and share what happened when one of our clients built her ten year vision and finally felt confident enough to hire.
In this episode of CEO Numbers Network, I break down why your budget alone isn't enough to guide your decisions.
You will learn the four decision making styles I see most often, plus the three shifts that move you from reactive to strategic. I also walk through the four roles you need on your money team.
If you have ever made a big decision off pure gut instinct or panicked after one bad month, this episode will help you build a process you can actually trust.
๐ Discover how our Tteam can help you build a budget you actually use, start here!
Key Takeaways
00:00 Four decision-making styles for CEOs
02:38 Bookkeeping and budget drive decisions
04:11 Financial whiplash kills business confidence
07:46 Build your 10-year vision first
10:26 Growing past $800K by hiring
13:32 Building a strong money team
Resources
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen Next
๐ What Outgrowing Your Business Actually Looks Like
๐ The Reforecast Mistake Costing You the Rest of the Year
After eleven years, we admitted the business we had on paper wasn't the business we had actually built. This episode is what outgrowing your own business actually looks like, from the inside.
We rebranded Kickstart Accounting into three divisions, Kickstart Bookkeeping, Nvision CFO, and KSA Tax Partners, and in this episode I explain why, starting with the one thing I want to clear up immediately: we did not sell the business.
Our VP of Operations Victoria joins me to talk through how we knew it was time to rebrand, the three financial phases every business owner moves through on the way to building real value, and why bookkeeping still has to be the foundation of every other financial decision.
We also get into what a done-with-you model looks like compared to done-for-you, and why building something that can survive without you matters more than staying profitable alone.
In this episode of CEO Numbers Network, Victoria and I walk through the real story behind our rebrand and what building a valuable business actually requires.
You will learn the three financial phases every business owner moves through and why bookkeeping still has to be the foundation before you can build real value.
If you have ever felt like your business outgrew the brand you built it under, this episode will show you what it actually takes to build something that can run without you.
๐ Discover how our CFO services can help you plan your next 10 years, not just last month: start here!
Key Takeaways
00:00 No Sale, No New Ownership
04:00 The Designer Note Behind the Rebrand
06:00 No Budget Without Bookkeeping
08:00 Envision CFO's 1, 3, and 10-Year Plans
10:00 A 10-Year Recommitment to Kickstart
11:00 Building a Business That Could Be Sold
13:00 Confirming the Same Leadership Team
15:00 Kickstart Kit and the Done-With-You Model
Resources
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next
๐ How to Audit Business Expenses Like a CFO (5-Step Method)
๐ The Reforecast Mistake Costing You the Rest of the Year
You made a plan back in January. By July, your business probably looks nothing like it.
In this episode, I walk through mid-year financial reforecasting for small business owners, including a 3-step process for updating a budget using year-to-date data. I share the boardroom accountability standard, three questions I use to evaluate what happened, why it happened, and what to do next. I also share two real client examples, one who adjusted her plan after a team member left and one who had to build new infrastructure after hitting her revenue goal early. I explain why revising your budget mid-year is normal and does not mean you failed.
In this episode of CEO Numbers Network, I break down the reforecasting tool I've used every year since my corporate CFO days to lead the back half of the year with confidence.
You will learn the three-question boardroom standard, the signs that mean it's time to update your budget, and the three-step process for reforecasting your numbers.
If you have ever felt like your original budget doesn't match your business anymore, this episode gives you the tool to update it without feeling like you failed.
๐ Need help re-forecasting? Discover how our CFO services can help your business for the back half of the year: here
โ Download the Mid-Year Checklist
Key Takeaways
01:00 Why Every CEO Reforecasts
02:22 What Reforecasting Really Means
03:43 The Boardroom Accountability Standard
05:47 5 Signs To Reforecast
08:42 The 3-Step Reforecast Process
11:50 Real Client Success Stories
Resources
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen Next
๐ How to Audit Business Expenses Like a CFO (5-Step Method)
๐ The Mid-Year Reset Your Business Is Begging For
You can't grow a business you can't defend. Every line item on your P&L deserves a real answer when someone asks why it's there.
For years as a corporate CFO, I learned a framework for reviewing business expenses that I now use with every Kickstart Accounting client. It is a step-by-step method for small business owners who feel like their profit is leaking somewhere but cannot see exactly where. I walk through how to pull every vendor in your business, grade each one against your actual operations, and create an action plan you can defend. By the end you will know exactly how to bring boardroom-level accountability to your business spending.
In this episode of CEO Numbers Network, I break down the expense grading framework into 5 steps any business owner can execute this week.
You will learn how to audit every vendor in your business and apply the A/B/C grading system that CFOs use in boardroom reviews.
If you have ever felt overwhelmed looking at your P&L or signed up for subscriptions you can no longer defend, this episode gives you the framework to take ownership back.
๐ Discover how our CFO services can help you audit every expense in your business: here
โ Download the Mid-Year Checklist: kickstartaccountinginc.com/checklist
Key Takeaways:
00:00 The CFO Boardroom Standard for Business Expenses
04:18 Step 1: Pull Every Vendor From the Last 12 Months
05:02 Step 2: The A/B/C Grading System Every CEO Needs
06:55 Step 3: Defend Every Expense Like You're Presenting to a Board
08:20 Step 4: Keep, Consider, or Cut Every Vendor
09:25 Why High Profit Margins Can Signal a Problem
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next
๐ The Mid-Year Reset Your Business Is Begging For
๐ Balance Sheet Mistakes Draining Your Business
Everyone tells you to work on your business instead of in it. Nobody hands you the agenda for what that time is actually supposed to look like.
In this episode, I walk you through the exact 90-minute midyear CEO session I have run on my own business every year for 11 years. This is a step-by-step financial review for small business owners who want to check in on their numbers before the second half of the year. I cover how the session changes depending on your financial stage, what to review on your profit and loss statement and balance sheet, how to check your tax reserve against what you have actually paid, and how to reforecast your budget for the next six months. Whether your books need a cleanup or you are casting a 10-year vision, this episode gives you the full agenda.
In this episode of CEO Numbers Network, I break the session down by financial stage: foundation, empowered, and visionary.
You will learn how to review your P&L and balance sheet like a CFO, how to check your payroll, owner pay, contractor W-9s, and tax reserve, and how to reforecast the back half of the year against your long-term goals.
If you have ever blocked time to work on your business and ended up answering emails instead, this episode gives you the exact agenda to make those 90 minutes count.
๐ Discover how our CFO services can guide you through your midyear review: here
๐ Download the Mid-Year Checklist: kickstartaccountinginc.com/checklist
Key Takeaways
00:00 What "work on your business" actually means
00:58 Block 90 minutes. Become the CEO.
01:33 The three financial tiers explained
01:38 Foundation stage: clean books first
03:35 Empowered stage: review your P&L like a CFO
05:00 Payroll, owner pay, and contractor W-9s
07:33 The 25% tax reserve and mid-year check
08:24 Balance sheet: cash, debt, owner's draws
10:43 Visionary stage: 10-year, 3-year, 1-year
12:19 Reforecast the back half with your money team
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next
๐ Why You're Stuck: The Three Phases Of Financial Support
๐ Building a Business Worth Selling: The 7-Step Framework
How do you know if your business is actually building wealth, or just keeping you busy? The answer lives on a report most small business owners ignore: the balance sheet.
I break down how to read it as a CEO, what assets, liabilities, and equity actually mean for your company, how much cash a healthy business should keep on hand, how to use debt strategically, and why owner's draws can drain long-term value. I also explain why minimizing taxes as your only financial strategy is one of the biggest mistakes I see, and what that does to your company's worth.
In this episode of CEO Numbers Network, I share the four principles I use with our CFO clients to evaluate financial health.
You will learn how to spot the trends that signal whether your business is gaining strength or losing it.
If you have ever wondered why your business looks profitable on paper but does not feel valuable, this episode will give you the clarity you have been missing.
๐ Discover how our CFO services can help you build real long-term value: here
Key Takeaways
00:00 The Report You're Ignoring
02:45 Equity Is Your Wealth Score
03:15 The Tax Minimizing Mistake
04:43 Build a Cash Cushion
06:06 Protect Your Equity
08:24 Evaluate Every Decision
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next
๐ Why You're Stuck: The Three Phases Of Financial Support
๐ Building a Business Worth Selling: The 7-Step Framework
You're not stuck because you're lazy. You're stuck because the support you picked doesn't match the stage you're actually in.
In this episode, I walk through the three financial phases I've watched business owners move through over 11 years at Kickstart: Foundation (where you need clean books and visibility), Empowered (where you start using your numbers to lead), and Elevation (where you bring in forecasting and strategy). The phases aren't tied to revenue, they're tied to how you lead and how you make decisions. Once you know which phase you're actually in, you can stop chasing random financial advice and finally get the support that fits.
In this episode of CEO Numbers Network, I break down what each phase looks like in real life, the signs that tell you which one you're in, and the kind of support that makes sense at each stage.
You will learn how to spot the phase you're in, why DIYing the wrong solution keeps you stuck, and what financial leadership looks like once your books are no longer the bottleneck.
If you have ever followed financial advice that worked for someone else but didn't move the needle for you, this episode will explain why and give you a clearer path forward.
๐ Discover how our CFO services can match the right support to the stage you're in: here
Key Takeaways
00:00 The Wrong Support Is Costing You
01:47 Phase One: Foundation, Trust Your Numbers
03:21 Phase Two: Empowered, Lead With Numbers
04:34 Phase Three: Elevation, Reports to Strategy
06:04 Find the Right Support for Your Stage
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next
๐ Building a Business Worth Selling: The 7-Step Framework
๐ Why You're Profitable But Have No Cash
You look at your financials and the numbers show a profit. You look at your bank account and the balance doesn't match. You start wondering what you're missing.
Most small business owners don't realize how much their accounting method is shaping what they see on their financial statements. In this episode of CEO Numbers Network, I break down the difference between cash basis and accrual basis accounting in plain language. I explain how each method reports revenue and expenses, why that gap between profit and cash exists, and how to tell which method actually fits your business right now. I also share a recent client story about a tax accountant's well-intentioned switch to accrual that created bigger problems a year later.
You will learn why your profit and your cash rarely match, how large inventory purchases can cause big monthly swings in your numbers, and why a tax saving strategy that just pushes an expense to next year isn't actually a strategy.
If you have ever looked at your books and thought "wait, how am I profitable but I have no cash?", this episode will give you the clarity to understand what your financials are actually telling you.
๐ Discover how our bookkeeping services can help you choose the right accounting method for your business: here.
Key Takeaways:
00:00 Profitable But Broke? Here's Why
00:19 The Accounting Lens Shaping Your Decisions
01:30 Cash Basis Accounting, Explained Simply
01:54 Why Your Sales Don't Match Your POS
02:39 How Expenses Hit on Cash Basis
02:57 Accrual Accounting and Matching Revenue
04:37 Cash vs Accrual: How to Choose
05:23 The Real Pros and Cons of Cash Basis
07:04 What You Need Before Switching to Accrual
09:23 The Tax "Strategy" That Backfires Next Year
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ The Write-Offs That Are Devaluing Your Business๐ Building a Business Worth Selling: The 7-Step Framework
Most small businesses can't be sold, even when they're profitable. The reason is that they were built around the owner instead of built for value.
In this episode of CEO Numbers Network, I share a real client story about a business owner who came to me ready to sell and found out her business had no resale value. She had been minimizing profit for years to lower her taxes and running personal expenses through the company, and the strategies that felt smart while she was building it were the exact things blocking her exit. I walk through the 7-step framework I use with my CFO clients to shift from operating a business to owning an asset that can run without you.
You will learn what makes a business valuable to a buyer, why tax-minimization strategies can backfire when it's time to sell, how to standardize your offers, how to build recurring revenue, and how clean financials drive the kind of value that gives you options 3 to 5 years from now.
If you have ever wondered why your profitable business still feels like a trap, or how to position your company so you have the option to sell, scale, or step back, this episode will show you exactly where to start.
๐ Discover how our CFO services can help you build a business with long-term value: here
Key Takeaways:
00:00 Why Most Small Businesses Aren't Sellable
01:30 How Tax Strategy Destroys Business Value
02:31 Operator vs. Owner Mindset Shift
06:23 Focus on One Core Offer
07:25 Build a Repeatable Process
08:35 Build a Team That Runs Without You
09:10 Build a Sales Engine
10:03 Standardize Your Offers
10:57 Recurring Revenue Drives Business Value
11:36 Create a CEO Vision and Plan
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ The Write-Offs That Are Devaluing Your Business
๐ The CEO Response to a Losing Month
Most business owners are doing one of two things at tax time, and both are costing them. Either they are leaving real deductions on the table, or they are chasing every write-off they see online and putting their business at risk.
In this episode of CEO Numbers Network, I walk through the tax strategy mindset shift that separates business owners who feel ready at tax time from the ones who scramble. I share the story of a client whose previous accountant told her to spend down her cash to lower her tax bill, which left her taking on massive debt right before opening a new store. I cover what actually counts as a deduction, the categories most owners forget, and the strategies that get abused online. You will walk away with a clear filter for every business expense and a better understanding of how tax decisions impact the long-term value of your business.
You will learn what makes a business expense ordinary and necessary, how to spot the tax advice that puts your business at risk, and the strategic deductions most owners overlook.
If you have ever felt unsure about what you can deduct, worried you are missing something, or pressured to spend money just to lower your tax bill, this episode will help you take ownership of your tax strategy and build a business that holds its value.
๐ Stop guessing at deductions. Build a tax strategy aligned with your real business goals: here.
Key Takeaways:
00:00 The Tax Deduction Mistake
00:55 What You're Actually Taxed On
02:00 The Ordinary And Necessary Rule
02:56 Spending To Save Backfires
04:52 Align Strategy With Business Goals
05:31 The Deduction Checklist
06:42 Separate Business And Personal
10:56 The Travel Write-Off Trap
13:48 The Augusta Rule Truth
16:45 Deduct More Or Show Profit
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ Can You Hire Your Children? How to Pay Your Kids, Get Tax Advantages, and Create Generational Wealth
๐ Beyond the Business: Preparing for a Secure Retirement
You sat down to review your numbers and your business is losing money. Before you start cutting everything and questioning your worth, there is a better way to respond.
In this episode, I walk through the exact framework my team uses inside Kickstart Accounting when a client's business is losing money. I cover how to identify whether a loss is short term, seasonal, or long term, how to find the real root cause, and how to build a strategy that does not overhaul your entire business at once. The episode is for small business owners who have opened their P&L, seen red, and need a clear process for what to do next instead of reacting out of fear.
In this episode of CEO Numbers Network, I break down my five-step framework for responding to a losing month with clarity instead of panic.
You will learn how to categorize the type of loss you are facing, how to identify what actually caused it, and how to pick one focused change that moves your business forward.
If you have ever opened your income statement, seen a loss, and felt your stomach drop, this episode will give you the language and the process to respond like a CEO instead of spiraling.
๐ Discover how our CFO services can help you respond to a losing month with data instead of panic: here
Key Takeaways:
00:00 Why Panicking Over a Loss Costs You More Than the Loss Itself
01:37 How to Identify Short Term, Seasonal, and Long Term Losses
03:11 The Questions to Ask When You're Diagnosing the Root Cause
05:34 Why You Should Treat This Like a Board Meeting Presentation
06:48 The One Rule That Stops a Losing Month from Spiraling
08:08 How Your Energy as a CEO Sets the Tone for Your Team
10:15 The Difference Between Coaching and Consulting
10:34 Why You're Not Failing, You're Missing Clarity
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ 10 Profit Strategies Every CEO Should Be Using Right Now
๐ The Problem with Profit First And What to Do Instead
I'm recording this on April 15th, the tax deadline, and I just got a surprise tax bill from my own accountant with almost no communication leading up to it. That experience reminded me exactly why we built KSA Tax Partners the way we did, because there's a real difference between a tax preparer and a tax partner, and most business owners don't know which one they actually have until something goes wrong.
In this episode of CEO Numbers Network, I get raw about what worked this tax season, what didn't, and the real story behind a December tax strategy that left a client unable to fund her second location. I share why your money team should include four separate people for checks and balances, why your financials need to reflect the actual cost of running your business, and why I'm pushing back on the tax influencer advice telling you to write off your entire life.
You will learn how to tell the difference between a tax preparer and a true tax partner, the four roles every business owner needs on their money team, and how to spot a December tax strategy that will create a cash flow problem in January.
If you have ever followed tax advice that felt smart in December and broke your business in January, this episode will reframe how you think about tax strategy entirely and help you build a plan that protects your cash instead of draining it.
๐ Discover how our CFO services can help you build a tax strategy that protects your cash and supports your growth here
Key Takeaways
00:35 The 4-person money team every business owner needs
01:17 Why your bookkeeper should not be your tax accountant
02:09 The tax deadline email that changed everything
03:51 Why KSA files extensions on purpose
04:54 How a tax week actually works
07:21 The truth about tax influencers
08:52 Why your tax strategy should match your core values
10:08 The December bonus strategy that backfired
11:11 Why writing off all your profit is the wrong move
12:32 What worked this tax season and what did not
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ The Problem with Profit First And What to Do Instead
๐ 10 Profit Strategies Every CEO Should Be Using Right Now
Something new is coming, and if you're a small business owner who's tired of making financial decisions on gut feeling, you'll want to be here for it.
CEO Numbers Network launches tomorrow. Hosted by Danielle Hayden, former corporate CFO and CEO of Kickstart Accounting, Inc., this is the show that brings boardroom-level financial strategy to small business owners who are ready to lead with their numbers.
Expect real conversations about profit, cash flow, decision-making, and what it actually takes to run a business like a CEO. Just the financial clarity you've been looking for.
If running your business has ever felt more like guessing than leading, come back tomorrow. The first episode drops soon and it starts here.
๐ Discover how our CFO services can help you lead your business with better numbers: here
Resources:
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
If Profit First is supposed to reduce financial stress, why do so many business owners feel more overwhelmed after setting it up? Multiple accounts, confusing percentages, and overdraft fees were not part of the pitch.
In this episode of CEO Numbers Network, Danielle Hayden cuts through the noise around Profit First and explains what a simpler, proven cash management system actually looks like for small business owners.
You will learn how to build financial clarity using four core accounts, how to set aside the right amount for taxes based on net income, and how to stop moving money weekly and start making CEO-level decisions monthly.
If you have ever felt behind on your cash flow or unsure whether your money system is helping or hurting, this episode will give you a straightforward path forward.
๐ Discover how our CFO services can simplify your cash management and help you lead with clearer numbers: here
Key Takeaways:
00:00 Why Profit First sounds shiny but gets complicated
00:45 How the Profit First envelope system works
01:42 The hidden cost of moving money weekly
02:32 The four bank accounts every business owner needs
02:54 Why tax reserves should be based on net income
03:56 How to build a rainy day fund you touch quarterly
04:47 Why you don't save for profit, you create it
05:33 Never wait to save up before investing
05:59 The budget tool that replaces Profit First
06:48 Your real CEO job isn't transferring cash
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ 10 Profit Strategies Every CEO Should Be Using Right Now
๐ When Your Numbers and Your Instincts Tell Different Stories
Most businesses that look successful are expensive behind the scenes. Tight margins, no breathing room, and a CEO wondering where all the money went.
This episode is for small business owners dealing with financial stress and money anxiety while revenue keeps growing. Danielle Hayden, a former corporate CFO and CEO of Kickstart Accounting, shares the profit strategies she has refined over 11 years working with thousands of small business owners. The conversation covers how to diagnose where profit is leaking, the order of operations for fixing it, and how to build margin back into a business that feels stretched thin.
In this episode of CEO Numbers Network, Danielle breaks down the fastest profit levers available to a CEO right now and how to decide which one to pull first.
You will learn how pricing, team utilization, cash flow timing, and expense control each shape your bottom line, and how to spot which one is costing you the most.
If you have ever looked at your revenue and wondered why it does not feel like success, this episode gives you the clarity and the action steps to change that.
๐ Discover how our CFO services can help you build a profitable business with intention: here
Key Takeaways:
00:00 Build Profit on Purpose
01:06 The 1% Pricing Shift
02:04 Lead Your Team to Profit
04:32 Control Your Cash Flow Timing
06:28 Stop the Profit Leaks
08:14 Build a Cash Rhythm
09:00 Know Your Profit Driver
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ Money mindset - Run Your Finances Like The 1%
๐ 7 Simple Levers to Increase Your Profit Right Now
Your gut says things are fine. Your numbers say something different. That tension is real, and it shows up in almost every business.
This episode covers what your numbers are actually communicating when instinct and data don't line up. Danielle walks through how to use the Healthy Percentage Worksheet as a guardrail rather than a rule, and how the Start, Stop, Continue framework helps you turn that information into a real decision. If you've ever felt confident in your business and then been caught off guard by the financials, this gives you a concrete way to move forward.
You will learn how to read what your numbers are actually telling you, when to trust your instincts as a CEO, and how to use that clarity to make better decisions for your business.
If you have ever looked at your financials and felt confused, or felt confident in your business only to be caught off guard by your numbers, this episode will help you find clarity and step more fully into your role as a CEO.
๐ Discover how our CFO services can help you lead with both data and vision: here
Key Takeaways:
00:00 When Gut and Numbers Don't Agree
00:20 Business Is Art and Math
00:42 What a Fitness Tracker Taught Me
01:12 What We Hear on Financial Review Calls
02:28 Healthy Percentage Worksheet: Guardrail, Not a Rule
03:42 The Start, Stop, Continue Framework
05:06 Leading With Data and Vision as a CEO
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ 7 Simple Levers to Increase Your Profit Right Now
๐ Revenue Is Up. So Why Does Cash Feel Tight?
Have you ever received feedback from a client and felt your stomach drop? That's not weakness โ it's a signal your foundation needs work.
When your values aren't defined, every opinion feels bigger than it is. A client comment, a bad month, a shift in the market โ all of it feels personal. With that foundation in place, feedback becomes a tool instead of a trigger.
In this episode of Business by the Books, Danielle Hayden shares what 11 years of building Kickstart Accounting has taught her about core values.
You will learn how to identify the core values that actually run your business, why values are an operating standard and not a branding exercise, and how to use them as a filter the next time something feels uncomfortable.
If you have ever found yourself reacting to feedback instead of leading through it, this episode will give you the clarity to change that.
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
Key Takeaways:
00:00 Why client feedback feels destabilizing
00:20 What unclear values cost your leadership
01:06 Why Danielle left corporate finance
02:14 How Kickstart's five core values show up daily
03:20 The biggest mistake CEOs make with core values
03:36 Why values can't shift when someone questions you
04:50 How team development reflects healthy leadership
05:19 The CEO filter for defining your values
06:00 Building a firm that stands on values
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ The Quarterly Financial Review Every CEO Should Be Running
๐ The 3 Financial Checkpoints Every CEO Should Follow
Most business owners are so focused on the day-to-day that the bigger picture never gets looked at.
In this episode of Business by the Books, Danielle Hayden walks through exactly how to run a quarterly financial review โ and why it's one of the most important things you can do as a CEO.
Instead of reacting to slow weeks or tough months, a quarterly review gives you the structure to zoom out, find the real patterns in your business, and decide where you're going next.
You will learn what to review each quarter, from revenue and operating expenses to cash flow, compensation, and net income, and how to use that information to lead your business with intention.
If you have ever felt like you're running your business without a clear financial direction, this episode will give you a repeatable process to change that.
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
Key takeaways:
00:00 Reacting vs. reviewing your numbers
01:24 How to run a quarterly financial review
02:28 What your revenue is actually telling you
03:38 How operating expenses reveal your priorities
04:46 Profit vs. revenue โ what healthy profit looks like
06:24 Cash flow and protecting your business
07:42 How to review compensation
08:22 Setting your next 90-day priorities
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ Under 15% Profit? Your Business Is at Risk
๐ 7 Simple Levers to Increase Your Profit Right Now
Most business owners know they should be looking at their numbers.
But the real question is: which numbers, and when?
In this episode of Business by the Books, Danielle Hayden explains the simple financial rhythm every business owner should follow to stay in control of their business finances.
Instead of trying to analyze everything all the time, Danielle breaks down how to structure your financial reviews so they actually support better decisions.
You will learn what numbers to review weekly, monthly, and quarterly and how each review plays a different role in running a stable and profitable business.
If you have ever felt overwhelmed by your financial reports or unsure what you should actually be looking at, this episode will help you simplify the process and lead your business with more clarity and confidence.
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
Key Takeaways:
00:00 Why business owners feel overwhelmed by their numbers
00:26 The real problem: no financial rhythm
01:16 Weekly financial review: protecting cash
02:57 Monthly review: stepping into CEO leadership
03:32 The 3 most important financial metrics
04:30 Looking for financial patterns in your business
04:54 Quarterly review: strategy and stability
05:20 Cash reserves, taxes, and paying yourself
06:06 The most important takeaway from this episode
Resources:
โจDownload The Ultimate Dashboard for Business Owners for FREE here
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ 7 Simple Levers to Increase Your Profit Right Now
๐ Revenue Is Up. So Why Does Cash Feel Tight?
Profitability doesn't require a dramatic business overhaul. It requires the right levers, pulled consistently.
In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting Inc., walks small business owners through 7 actionable profit levers drawn from her years in the CFO seat for large organizations, now translated for where you are today.
You'll walk away knowing exactly what to look at in your numbers, which one thing to adjust first, and how 1% changes across pricing, volume, expenses, cost of goods sold, labor, receivables, and payables can compound into meaningful profit growth.
This episode is part of a series on building a financially sound business. If you've been asking "I know I need to work on my numbers, but where do I start?" this is your answer.
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
Key Takeaways:
- 00:00 Introduction: You don't need a massive overhaul
- 00:45 Why small, consistent changes compound faster than big swings
- 01:25 The concept of 1% improvements from Scaling Up
- 02:41 Lever 1: Pricing โ what a 1% increase actually looks like
- 04:10 Lever 2: Volume โ it's not just about new clients
- 04:52 Lever 3: Operating Expenses โ ask a better question
- 06:05 Lever 4: Cost of Goods Sold โ the rule of three quotes
- 07:48 Lever 5: Accounts Receivable โ bill early, bill often
- 08:40 Lever 6: Accounts Payable โ strategic use of payment terms
- 09:26 Lever 7: Direct Labor โ utilization vs. slashing pay
- 11:05 Outro: Choose one lever and build from there
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ Under 15% Profit? Your Business Is at Risk
๐ Revenue Is Up. So Why Does Cash Feel Tight?
Are cash flow problems making growth feel risky? If your revenue is climbing but profit keeps disappearing, this episode will show you exactly what to fix first.
In this episode of Business by the Books, Danielle Hayden breaks down the 65-20-15 framework โ the exact system Kickstart Accounting uses with CFO clients to help small business owners scale without draining cash or funding growth with debt. If you've been avoiding your numbers or making financial decisions based on stress instead of strategy, this is your starting point for building real financial clarity as a CEO.
You'll learn:
- Why cash flow problems persist even when revenue is growing
- How to use the 65-20-15 framework to protect profit while scaling
- The bookkeeping mistakes that make this framework impossible to apply
- What to do when your current revenue can't fund growth yet
- How to stop guessing with money and start thinking like a CEO
Key Takeaways:
- 00:00 Intro
- 00:15 Why growth without a framework drains profit
- 01:35 Bucket 1: Operating Expenses (65%)
- 02:25 Bucket 2: Savings (20%)
- 03:25 Bucket 3: Intentional Growth (15%)
- 04:10 How to apply the 65-20-15 framework to your income statement today
- 06:55 What to do when your revenue can't fund growth yet
- 07:10 Outro
Resources:
โจCFO Services | https://kickstartaccountinginc.com/the-cfo-solution/
โจCheck Your Books | https://kickstartaccountinginc.com/
โจBook a Call | https://kickstartaccountinginc.com/book-a-call/
Connect with Kickstart Accounting, Inc.:
โจInstagram | https://www.instagram.com/Kickstartaccounting
โจYouTube | https://www.youtube.com/@businessbythebooks
โจFacebook | https://www.facebook.com/kickstartaccountinginc
There's one number every business owner needs to knowโฆ and it might surprise you.
Net profit isn't just what's left at the end of the yearโit's the heartbeat of a sustainable, healthy business. Today on Business by the Books, we're diving deep into why 15% net profit is the sweet spot, how too much or too little profit can signal imbalance, and what small business owners can do to protect and grow their money.
You'll learn:
- Why net profit matters more than revenue
- How "too much" profit can actually hurt your business
- The owner behaviors that impact profit most: hiring, time management, and money mindset
- How to protect your profit before investing, paying yourself, or saying yes to new opportunities
- Why tracking net profit monthly is essential for long-term sustainability
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
Key Takeaways: * 00:00 The one number you need to track * 03:14 The dangers of low profit margins * 05:30 Why 15% is the sweet spot * 07:13 How small businesses can improve profit * 08:01 Outro
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow us on Instagram
Listen next:
๐ The 3-Year Growth Plan Most Business Owners Never Build
๐ Money Mindset - Run Your Finances Like The 1%
There comes a point where what worked before stops workingโฆ
Watching the numbers. Reacting to problems. Making decisions as they come up.
Real growth requires a different role.
The CEO role.
Today on Business by the Books, I'm breaking down the shift from managing what has already happened to leading what comes next with the help of specialized CFO services. This episode is for the owner who is ready to think bigger, plan long term, and step into the visionary role. You'll learn:
- The difference between bookkeeping and CFO support
- Why vision without structure creates chaos
- The 5-step planning framework from 10-year vision to quarterly milestones
- The key metrics CEOs track to stay focused and on plan
- Why you shouldn't carry your business alone
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
Key Takeaways: * (00:00) Intro * (1:23) Bookkeeping vs. CFO support * (02:00) The framework you need * (02:30) Your 10-year goals * (02:51) Your 3-year direction * (03:29) Your 1-year budget * (04:51) The importance of accountability and support * (6:12) Outro
๐ Book a strategy call with Danielle's team at Kickstart: here
๐ Check your books here
๐ Visit the Kickstart website ๐ Follow us on Instagram
Listen next:
๐ The 5 things I'd do this year if I wanted to ruin my business
๐ 4 Balance Sheet Red Flags - The Risk of not Understanding your Balance Sheet
Are you working harder than ever but still feel stuck?
Your money mindset might be holding you back.
You see, the difference between a struggling business and a successful one isn't income.
It's how the CEO thinks about money.
Today on Business by the Books, we're breaking down the mindset shifts I see over and over again in the top 1% of business owners we work with. We're talking about what separates reactive financial behavior from strategic decision-making. You'll learn:
- Why playing it safe with your money is holding you back
- How successful owners put their money to work
- The mindset shifts that will push you into the 1%
๐ง Episode 262 of Business By The Books
Key Takeaways: * 00:00 Intro * 01:29 Stop Using Your Business as a Tax Shelter * 02:29 Treat Your Business as an Asset * 03:25 Invest In Personal Growth * 03:50 Buy Back Your Time * 04:26 Build Real Liquidity * 05:40 Play the Long Game * 07:13 Out
Additional Resources:
๐Book a strategy call with Danielle's team at Kickstart: here
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow Kickstart on Instagram
Listen next:
๐ The 5 things I'd do this year if I wanted to ruin my business
๐ 4 Balance Sheet Red Flags - The Risk of not Understanding your Balance Sheet
Most businesses don't fail overnight. They're slowly dismantled by habits that feel reasonable in the moment.
In this episode, I break down five patterns that quietly sabotage growth, from pivoting too quickly and avoiding your numbers to isolating yourself and letting old money stories drive decisions.
These habits don't always feel risky, but over time they create blind spots, emotional decision-making, and stalled progress.
If you want to lead your business with more clarity and confidence this year, this episode will help you see what needs to change and what to leave behind.
๐ง Episode 261 of Business By The Books
Key Takeaways: * Pivoting too fast stalls results (00:47) * Avoiding numbers leads to reactive decisions (02:23) * Isolation creates blind spots (05:56) * Old money stories quietly run the business (10:23)
Additional Resources:
๐Book a strategy call with Danielle's team at Kickstart: here
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow Kickstart on Instagram
Listen next:
๐ 4 Balance Sheet Red Flags - The Risk of not Understanding your Balance Sheet
๐ 11 Lessons in 11 Years
Cash is the number one reason small businesses fail, and it usually happens quietly.
In this episode of Business By The Books, I walk you through four balance sheet red flags I see business owners ignore all the time, even when revenue and profit look strong. We talk about why the income statement alone can create a false sense of security, how debt and owner draws quietly drain cash, and what warning signs to watch for before financial stress takes over.
My goal is to help you understand what your balance sheet is actually telling you so you can take action with clarity and confidence as a CEO.
By the end of this episode, you'll have a clearer perspective on what it really means to grow into your role as CEO.
๐ง Tune in.
Episode Timestamps * Why cash is the number one reason businesses fail * The Enron example and why revenue can hide real risk * Red flags #1 and #2: Debt, assets, and growing balances * Red flags #3 and #4: Owner draws, cash erosion, and stalled growth
Additional Resources:
๐Book a strategy call with Danielle's team at Kickstart: here
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow Kickstart on Instagram
Listen next:
๐ 11 Lessons in 11 Years
๐ Reasonable Compensation for S Corp Owners
After 11 years in business, I've learned this: becoming a CEO isn't a finish line. It's a practice.
The lessons that shape you most don't come from perfect plans or polished systems. They come from starting before you feel ready, trusting yourself through uncertainty, asking for help, navigating loneliness, and continuing to grow even when leadership feels heavy.
In this episode, I'm reflecting on the lessons that mattered most and how they've shaped the way I lead today.
This episode is for business owners who are learning as they go and want to lead with more clarity and confidence.
We talk about:
- Why waiting for perfect almost always slows progress
- Why you don't have to do everything yourself to be a strong leader
- Why leadership can feel lonely and why support actually matters
- Why reflection and celebration are part of sustainable growth
By the end of this episode, you'll have a clearer perspective on what it really means to grow into your role as CEO.
๐ง Tune in.
Additional Resources:
๐Book a strategy call with Danielle's team at Kickstart: here
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow Kickstart on Instagram
Listen next:
๐ Reasonable Compensation for S Corp Owners
๐ Sunk Costs: The Silent Trap Sabotaging Your Goals (And How to Break Free)
Paying yourself incorrectly as an S Corp owner creates quiet IRS risk, cash stress, and year-end cleanup that many business owners don't see coming.
In this episode of Business By The Books, Danielle explains what reasonable compensation actually means, why payroll must come before owner draws, and how setting this up early can save you stress later in the year.
You'll learn: * What reasonable compensation means for S Corp owners * Why underpaying yourself through payroll creates future tax problems * The IRS rule that requires payroll before owner draws * How paying yourself through payroll supports long-term business value * What to do now so you're not fixing this under pressure at year-end
Key topics: * Quiet IRS risk from paying yourself incorrectly * Why business owners delay payroll and regret it later * Reasonable compensation and owner draw rules * Why Quarter One matters
Additional Resources:
๐Book a strategy call with Danielle's team at Kickstart: here
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow Kickstart on Instagram
Listen next:
๐ The Hidden Mistakes That Keep Your LLC Small (and How to Grow Into an S Corp)
๐ Sunk Costs: The Silent Trap Sabotaging Your Goals (And How to Break Free)
Every January, business owners set big, impressive goals for the new yearโฆ but drag last year's mistakes, sunk costs, and emotional baggage with them. It's no wonder most of these exciting goals fade away by February.
But it doesn't have to be that way! In this episode, we break down what sunk costs are, why they quietly sabotage your decisions, and how to finally break free from them. You'll learn how to identify old contractors, software, offers, and spending that no longer serve you, so you can protect your business, gain financial clarity, and make smarter, forward-focused decisions.
You'll discover:
- What a sunk cost is (00:03:46)
- How sunk costs trigger emotional attachments (00:04:47)
- How to finally break free (00:07:43)
By the end of this episode, you'll have the tools and mindset to let go of last year's financial and emotional baggage and fully step into your role as CEO in 2026.
Tune in!
Additional Resources:
๐Book a strategy call with Danielle's team at Kickstart: here
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow Kickstart on Instagram
Listen next:
๐ The Year-End Reflection Framework: The Truth About How Real CEOs Grow โ Ep. 253
๐ I'm Not Setting Goals This Year โ And Why You Shouldn't Either
Why do most small business owners never achieve their goals? It's rarely a lack of ambition. It's usually a lack of systems, habits, and financial leadership. This episode is about why goals alone don't create results and how a proven, repeatable financial framework builds CEO confidence.
I share a five-part monthly financial system designed to help you shift from an owner mindset to thinking like a CEO. I also talk about why bookkeeping for small businesses isn't about doing the work yourself, and why understanding your numbers matters most when money anxiety and cash flow problems push you to avoid them.
You'll learn:
- 02:10 Why systems outperform motivation in running your business
- 05:31 The monthly financial snapshot that builds clarity and confidence
- 09:40 How the five-step system supports smarter business decisions
- 15:20 Why a million-dollar business feels boring on purpose
This is a good place to start for CEOs who want to stop guessing with money and reduce financial risk. The framework has been used by thousands of business owners over the last decade, works at any revenue level, and is proven to support confident, data-driven CEO decisions.
Additional Resources:
๐Book a strategy call with Danielle's team at Kickstart: here
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow Kickstart on Instagram
Listen next:
๐ AI Won't Tell You the Truth About Your Numbers โ But I Will: The Dark Side of Bad Bookkeeping
AI isn't going anywhere. But for small business owners, using it the wrong way can create financial blind spots, bad decisions, and long-term risk. This episode is about what happens when AI replaces judgment instead of supporting it, especially when it comes to your numbers. I'm joined by Carol Cox, founder of Speaking Your Brand and an early adopter of AI with a background in software development. We break down how small business owners can use AI to save time and reduce overwhelm without outsourcing financial leadership or losing clarity in decision-making.
Carol explains:
- 04:39 Where AI helps small business owners and where it creates risk
- 07:17 How AI hallucinations lead to financial blind spots
- 14:21 How to use AI in operations, marketing, and revenue without losing control
- 28:58 What fear of AI reveals about CEO confidence and leadership
If you're feeling overwhelmed by business finances, worried about making costly mistakes, or unsure how to use AI responsibly, this episode will help you make smarter decisions and protect your business financially.
Featured Guest:
Carol Cox, Founder and CEO of Speaking Your Brand
Additional Resources:
๐Book a strategy call with Danielle's team at Kickstart: here
๐ Discover how our CFO services can transform your finances and align them with your future goals: here
๐ Check your books here
๐ Visit the Kickstart website
๐ Follow Kickstart on Instagram
Listen next:
๐ AI Won't Tell You the Truth About Your Numbers โ But I Will: The Dark Side of Bad Bookkeeping
If you've ever delayed looking at your numbers, dreaded a bookkeeping meeting, or felt a pit in your stomach when someone says "Let's review your finances," this episode is going to feel like a deep exhale.
In this conversation, Danielle sits down with financial advisor and partner at Orange Financial Brad Cunningham for an honest look at why entrepreneurs struggle with money clarity and why confidence doesn't come from spreadsheets. It comes from understanding your numbers and applying that knowledge to your life and your business.
Key Takeaways:
- Money Avoidance Is Emotional, Not Logistical: Most entrepreneurs avoid their financials because looking at numbers exposes vulnerability. When you understand the emotions underneath, clarity becomes much easier.
- Savings Habits Matter More Than Investment Choices: Brad explains why even the best investment strategy can't fix a poor savings rate and why behavior is the real foundation of wealth.
- Traditional Budgets Fail Because They Feel Limiting: Instead of obsessing over restrictions, focus on understanding your cash flow and aligning spending with your values and goals.
- Entrepreneurs Often "Out-Earn" Their Problems Without Solving Them: As revenue grows, lifestyle often expands at the same pace. Real financial health requires intentional guardrails.
- You Need a Money Team, Not One Money Person: Bookkeeper, tax accountant, CFO/coach, and financial advisorโeach role supports a different part of your financial picture, and they should work together.
- Tax Strategies Shouldn't Sabotage Long-Term Flexibility: Saving money this year shouldn't come at the cost of future options or long-term growth.
- Clarity Creates Confidence: When you understand your numbers and the behaviors behind them, financial anxiety drops and decision-making becomes easier.
Topics Discussed:
(00:00) Intro: Brad's Background and What He Does
(02:43) Why Entrepreneurs Avoid Looking at Their Financial Data
(03:32) Fear of Financial Vulnerability and How It Impacts Decision-Making
(05:39) The Problem with "Putting the Cart Before the Horse" in Investing
(06:09) The Truth About the 4.4% Savings Rate and Why Traditional Budgeting Doesn't Work
(09:56) The Danger of Trying to "Out-Earn" Your Problems & What Will Actually Solve Issues
(11:09) The 20% Savings Benchmark for Entrepreneurs
(12:16) Danielle's Breakdown of the 4 Essential Members of Your "Money Team"
(15:16) Rethinking Tax Strategy and Future Flexibility
(18:31) Building Launch Plans for Your Children
(20:39) HSAs, 401(k)s, IRAs, and 529s: Why Context Matters
(21:50) Pitfalls with Traditional Budgets and Using a Better Method of Budgeting
(26:33) Promo: Kickstart Accounting's "Check Your Books" Service
(27:45) Pitfalls with Traditional Budgets and Using a Better Method of Budgeting
(29:44) Final Thoughts on Confidence, Clarity, and Long-Term Planning
(21:36) Outro: Like, Share and Subscribe!
Resources:
Connect with Brad | https://goorangefinancial.com/
Check Your Books | kickstartaccountinginc.com/checkyourbooks
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
Most entrepreneurs skip reflection altogether. They're busy, tired, and ready for a fresh start. But if you don't pause to reflect, you repeat the same mistakes. You carry old habits into a new season. You build goals on top of unclear patterns.
Reflection is where leadership starts. It's where clarity lives. It's simple, but not easy.
In this episode, Danielle walks you step-by-step through the Year-End Reflection Framework built into the Kickstart system. It's the tool that helps you understand what worked, what didn't, and where you can step more fully into your CEO role next year.
Your Year-End Reflection Framework:
At Kickstart, reflection is built into everything we do. It's part of the Kickstart Framework, the same system Danielle uses to run her own business every single year.
- Review Your Revenue
Start with your total revenue for the year. Compare it to last year, then review month-by-month. Ask yourself:
- Which months were your strongest?
- What contributed to that success?
- Which sales/marketing efforts created reliable results?
- During slower months, what changed? Were you consistent or did you pivot too soon?
Real growth happens when you stick with what works long enough to see the results.
- Reflect on Profit & Net Income
Profit tells the truth about your business's healthโnot just what came in, but what stayed. Consider:
- Were profit margins healthy (10โ15% after payroll)?
- What supported profitability this year?
- If profits decreased, what shifted?
And remember: Profit doesn't matter if it costs you your energy, well-being, or sustainability.
- Examine Your Expenses
Look at your total expenses year-over-year and month-by-month. Ask:
- What purchases supported your goals?
- Which investments truly helped you grow?
- Where did spending alignโor misalignโwith your intentions?
- Was spending driven by confidence, or by fear and FOMO?
Spending isn't bad. It's information. It reveals your priorities, patterns, and beliefs. Also reflect on:
- What purchase made you most proud?
-
What helped you step more fully into your CEO role?
-
Evaluate Your Cash on Hand
Cash isn't everythingโฆ but it is stability and choice. Review:
- Cash this year vs. last year
- Cash month-by-month
- Whether changes align with the season you were in (growth vs. optimization)
- How many months of expenses you have saved (aim for 1โ3 months)
If you're not there yet, start smallโeven $50 a week builds momentum. Cash gives you freedom to make thoughtful, empowered decisions.
- Look at Debt & Owner's Draws
This is where clarity really clicks. Debt payments and owner's draws don't show on your P&L, but they dramatically impact cash. Ask yourself:
- Did I pay myself consistently?
- Does my compensation match my effort?
- Did I take on or pay off debt intentionally?
Your goal is balance: Pay yourself. Manage debt. Build savings. All at once, sustainably.
Topics Discussed:
(00:00) Intro: Why Year-End Reflection Matters & the Year-End Reflection Framework to Use
(01:20) What Kickstart Clients Receive in Their Snapshot
(01:53) Year-End Reflection Framework: Review Your Revenue
(05:42) Year-End Reflection Framework: Reflect on Profit & Net Income
(07:53) Year-End Reflection Framework: Examine Your Expenses & Spending Patterns
(09:50) Promo Break: Kickstart's "Check Your Books" Service
(11:02) Spending That Builds You as a CEO & Brings Joy
(13:37) Why Cutting All Expenses Isn't the Answer
(14:17) Year-End Reflection Framework: Evaluate Cash on Hand & Creating Stability as a CEO
(18:30) Year-End Reflection Framework: Debt, Owner's Draws & Where All the Cash Really Went
(20:34) Your Role as CEO: Consistency & Ownership
(21:36) Outro: Like, Share and Subscribe!
Resources:
Check Your Books | kickstartaccountinginc.com/checkyourbooks
CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/
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
Most entrepreneurs stay stuck for one simple reason: they do bookkeeping for taxes, not for leadership. They record their numbers, send them to the accountant, hope the IRS is happyโฆ and then cross their fingers the rest of the year. But, you can't lead a business with guesses, gut feelings, or your bank balance alone.
In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., covers the same systems she used as a corporate CFO in boardrooms with top executives and brings them to entrepreneurs through Kickstart's 3-step framework, so you can stop guessing and start leading like a CEO.
Key Takeaways:
-
Bookkeeping with Intention: Most business owners treat bookkeeping like a choreโsomething to check off for tax time. But messy books create messy data, and messy data leads to bad decisions. At Kickstart, we use bookkeeping with intention:
- A strategic chart of accounts
- Every transaction categorized with purpose
- No random QuickBooks buckets
When your data is clean and intentional, it becomes insight, not noise.
-
The Snapshot: Once your financial foundation is solid, you need clarity you can actually see. That's where the Snapshot comes inโa simple, visual report that shows:
- Revenue and profit trends
- Top five expenses
- Net income
- Where your cash is actually going
One client came to us making $400,000/year but was constantly overdrafting. Once she saw her Snapshot, she discovered her contractor expenses had quietly jumped 30%. Within 90 days she was able to course-correct and become profitable again. That's not luck, it's leadership through clarity.
-
The Strategic System: Knowing your numbers is one thing. Using them is where everything changes. Our strategic system helps you turn data into direction, month after month. Kickstart clients receive:
- A personalized Snapshot
- A monthly financial theme created by Danielle based on what we're seeing across hundreds of businesses.
- Weekly Business by The Books episodes that unpack each theme
- Financial education videos
- The Kickstart Kit worksheets โ The same tools Danielles uses to run her own seven-figure company
Together, these create a rhythm that keeps you focused, aligned, and growing.
Topics Discussed:
(00:00) Intro: Why Entrepreneurs Stay Stuck & The Problem with "Bookkeeping for Taxes" Only
(00:58) Danielle's Experience as a Corporate CFO & What Entrepreneurs are Missing
(02:41) Step 1: Bookkeeping with Intention & Building a Strategic Chart of Accounts
(04:39) Promo Break: Kickstart Accounting's "Check Your Books" Service
(05:52) Step 2: The Snapshot โ Your Monthly Clarity Dashboard
(07:33) Real Client Example of How Clarity Leads to Quicker Course Correction
(08:20) Step 3: The Strategic System โ Tools & Resources That Turn Numbers Into Action
(11:34) Leading Like a CEO & Your Roadmap to Getting Unstuck
(14:43) Outro: Like, Share and Subscribe!
Resources:
Check Your Books | kickstartaccountinginc.com/checkyourbooks
CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/
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
If you've ever thought, "My books are fine," because you're using QuickBooks' automations or have uploaded your QuickBooks file into ChatGPT for analysis, this episode is your wake-up call (delivered with love!). Bad bookkeeping covered up by pretty software dashboards or people-pleasing AI chatbots hides real problems.
This week, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., gets honest about one of the biggest dangers facing entrepreneurs today: the false sense of confidence created by messy books, automation, and AI "insights" built on inaccurate data.
She shares why accurate bookkeeping is about so much more than taxes, loans, or growing your business. It's about knowing the truth of your business so you can take back your power as CEO, instead of letting technology run your finances.
Key Takeaways:
- The Real Reason Accurate Bookkeeping Matters: Yes, taxes and loans are important, but the deeper truth is that bad books hide serious problems, from dying businesses to personal spending that's draining your cash without you noticing.
- Why AI Can't Save You from Inaccurate Data: Tools like ChatGPT and QuickBooks will confidently present completely wrong information without knowing that your data is inaccurate.
- The Most Common Bookkeeping Errors Our Team Sees: Including duplicate income, old loans that never got cleared, and owner's draws coded as payroll. These are real life examples that cost business owners real money.
- How Inaccurate Books Keep You Stuck: Bad data fuels wishful thinking, not smart strategy. Accurate bookkeeping lets you step into your CEO responsibilities with clarity, confidence, and grounded decision-making.
Topics Discussed:
(00:00) Intro: Why Bookkeeping is About More Than Taxes
(01:09) What Accurate Books Actually Reveal
(03:40) The Dark Side of AI/ChatGPT and QuickBooks Automation in Financial Analysis
(05:41) Common Bookkeeping Errors That Cost Entrepreneurs Money
(07:46) Taking Responsibility as CEO
(08:28) Action Steps: Kickstart Accounting's "Check Your Books" Service
(10:27) Outro: Like, Share and Subscribe!
Resources:
Check Your Books | kickstartaccountinginc.com/checkyourbooks
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 if one simple weekly habit could completely transform the way you manage your business? In this conversation, Danielle sits down with Cathi Nelson, CEO and founder of The Photo Managers, to talk about how she went from overwhelmed and unsure about her finances to confidently running a thriving business.
Cathi shares how a weekly review of her numbers, consistent support from her Kickstart Accounting money team, and small, sustainable financial habits helped her make smarter decisions. She went from saying, "I'm just not a numbers person," to hiring her first full-time employee and planning big investments for growth without having to "make it work" as she went along.
Key Takeaways:
- Small, Consistent Habits Lead to Big Financial Confidence: By reviewing her numbers weekly, Cathi turned what used to feel overwhelming into a manageable, empowering routine.
- Understanding Your Cash Flow Means Planning, Not Panicking: Cathi now knows her lean months in advance, sets aside funds, and avoids financial surprises.
- Your Numbers Can Guide Smart Hiring Decisions & Retain Great Team Members: Using her reports, Cathi confidently brought on new team members and offered well-deserved raises without second-guessing if she could afford it.
- A Simple Report Brings Big-Picture Clarity: Categorizing her income into four main revenue streams helped Cathi understand which parts of her business drive the most profit.
- You Don't Need to be a "Numbers Person": Let go of the shame around financial knowledge! Being the CEO of your business doesn't mean doing it all; it means creating systems and support that let you shine in your zone of genius.
Topics Discussed:
(00:00) Intro: Cathi's Background and Her Business, The Photo Managers
(01:59) Why She Used to Feel "Lost" Looking at Her Financialsโand What Changed
(03:35) How the Weekly Habit of Reviewing Her Numbers Helped Her Business
(06:39) The Power of Having a Consistent Bookkeeping Team Behind Her
(09:00) Promo Break: Kickstart Accounting's "Check Your Books" Service
(10:16) Simplified Reports That Give a High Level Overview & Not Being In Spreadsheets
(11:53) How Using Her Numbers Helped Her Hire and Give Raises with Confidence
(15:46) The Mindset Shift That Ended Her Imposter Syndrome Around Money
(19:13) Outro: Connect with Kickstart Accounting and Share Your Story on Business by The Books
About Our Guest:
Cathi Nelson is the founder and CEO of The Photo Managers, a growing global community of entrepreneurs who help families and businesses organize and preserve their photos, videos, and memories. She's a champion for small business owners who are building legacy-driven, profitable companies.
Connect with Cathi:
The Photo Manager | https://thephotomanagers.com/
Tell Your Story on Business by The Books | KickstartAccountingInc.com/BBB
Resources:
Check Your Books | kickstartaccountinginc.com/checkyourbooks
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
You've set up your LLC, you're running an established business, and things are moving along, but are your financial habits actually helping you grow and is your LLC protecting you the way you think it is?
In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., breaks down the five hidden mistakes that hold LLC owners back and shows you how to build the right habits to protect your business, pay yourself confidently, and prepare to scale into an S Corp when the time is right.
Key Takeaways:
- Separate Your Business and Personal Finances: Mixing personal and business expenses can "pierce the corporate veil" and undo your legal protections. Keeping everything separate not only protects your assets, it also keeps your books clean and your numbers clear.
- Pay Yourself Intentionally with Owner's Draws: If you're not paying yourself regularly, it's easy to dip into business funds without realizing it. Taking consistent draws helps you stay disciplined and sets the foundation for switching to payroll when you become an S Corp.
- Save for Taxes Every Single Month: You pay taxes on your profits, not just what you take home. Setting aside 25โ30% of your net income for taxes keeps you from being blindsided at tax time.
- Review Your Numbers Monthly: If you're not looking at your profit, cash flow, and expenses every month, you're running blind. Regular reviews help you catch errors, make smart decisions, and identify when it's time to level up to S Corp status.
- Keep Educating Yourself: Knowledge is powerโand profit. Understanding deductions, tax rules, and best practices can save you thousands and help you confidently step into your CEO role.
Topics Discussed:
(00:00) Intro: What an LLC Is and Why It Matters for Your Taxes
(02:32) Mistake 1: Co-Mingling Business and Personal Funds
(03:40) Mistake 2: Not Taking Owner's Draws
(03:24) Mistake 3: Not Saving for Taxes
(05:16) Promo Break: Kickstart's "Check Your Books" Service
(07:34) Mistake 4: Ignoring Your Numbers or Not Regularly Reviewing Financials
(08:29) Deciding When to Elect for S Corp Status
(09:04) Mistake 5: Not Educating Yourself
(09:55) Real Life Client Success Story
(11:12) Action Step: Audit Your Current Habits
(11:47) Outro: Like, Share and Subscribe!
Related Episodes:
YouTube Playlist | Small Business Tax Tips: Deductions, Entity Types, 1099s, & IRS Strategies
Ep. 189 โ LLC vs. S Corp: Which Is Right for Your Business?
Ep. 115 โ Entrepreneurs: Should You Go S Corp? Pros & Cons + Expert Insight
Resources:
Check Your Books | kickstartaccountinginc.com/checkyourbooks
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 if misclassifying your team could cost you thousands in back taxes, penalties, and missed benefits? Most business owners don't realize how risky it can be to pay someone as a contractor when they really should be an employee.
In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., simplifies the IRS classification rules into a 3-step framework that helps you confidently decide whether your next hire or current team should be a contractor or employee, and when it might be time to make a change.
Key Takeaways:
- Know the 3 Keys of Classification: These are the factors the IRS uses to determine if someone should be classified as an employee or contractor.
- Behavioral Control โ Who decides how and when the work gets done?
- Financial Control โ Who provides the equipment and sets the pay rate?
-
Relationship โ Is this a short-term project or an ongoing partnership?
-
A Signed Contract Doesn't Override Your Day-to-Day Working Relationship: If you control how, when, and with what tools someone works, they're likely an employee, no matter what the contract says.
- Your Team Structure Will Evolve as Your Business Grows: It's normal to start with contractors and transition to employees as you establish systems, brand standards, and long-term goals.
- Don't Forget the Tax Implications: Contractors complete a W9 and handle their own taxes (including the employer portion). Employees go on payroll, and you, the business owner, take on that responsibility.
- Trust Your Gut and Your "Auditor Test": If you couldn't confidently explain to an auditor why someone is a contractor, it's probably time to make them an employee.
Topics Discussed:
(00:00) Intro: The Costly Risks of Misclassifying Your Team + The 3 Key Factors the IRS Uses
(02:28) Step 1: Behavioral Control โ Who's in Charge of the How and When?
(02:56) Step 2: Financial Control โ Who Sets the Pay and Provides the Tools?
(03:24) Step 3: Relationship โ Short-Term Project or Long-Term Partnership?
(04:13) Why a Signed Agreement Isn't Enough If You're Relationship Says Otherwise
(04:44) Trusting Your Gut: The "Auditor Test" for Classification Decisions
(05:14) How Your Hiring Strategy Evolves as Your Business Grows
(08:13) Tax Implications: W9s, 1099s, and Who's Responsible for What
(09:58) Resources on Hiring and Payroll for Business Owners from Kickstart Accounting, Inc.
(10:29) Quick Recap of 3-Step Framework + Danielle's "Gut Check" Test Before Hiring
(11:06) Outro: Like, Share and Subscribe!
Related Episodes:
The Employee Expansion Blueprint: When It's Time to Convert 1099 Contractors โ Ep 120
Resources:
The Ultimate Small Business Hiring Guide: From Planning to Payroll, How To Build a Thriving Team
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 Business by The Books, reformed corporate CFO and founder of Kickstart Accounting, Inc.'s Danielle Hayden gets honest about a tough but essential topic: Are you building a business that's truly healthy, or one that's just trying to pay as little as possible in taxes?
Danielle breaks down the real costs of trying to make every expense a "business expense." From dinners and vacations to board meetings and the Augusta Rule, she shares the financial habits that could be holding you back from long-term success and how to fix them.
Key Takeaways:
- Showing Zero Profit Isn't a Badge of Honor: Trying to pay nothing in taxes might save you in the short-term, but it can hurt you when you need a loan, want to sell your business, or attract investors.
- Every Meal Isn't a Business Meal: Unless the goal of your meeting is actually business-related, that dinner date with your spouse or lunch with your family where you mentioned work isn't a deductible expense.
- Your Family Isn't Your Board of Directors: Why real accountability partners and advisors are essential for growth, and why mixing family with "board meetings" on vacation doesn't count.
- Use the Augusta Rule Wisely: Just because you can use your home for meetings doesn't mean you should. Consider whether that setup establishes the professional environment you need for connection, collaboration, and innovation.
- Build a Business for Value, Not Just for Tax Savings: Your CPA works for you. You get to decide: Are you optimizing for paying less in taxes? Or are you creating a business that thrives, grows, and generates true wealth?
Topics Discussed:
(00:00) Intro: What Your CPA Wishes They Could Tell You
(02:26) The Problem with Turning Every Expense into a "Business Expense"
(03:29) Why Your Family Vacation Isn't and/or Shouldn't Be a Business Trip
(06:35) The Augusta Rule and Creating Professional Business Environments
(08:23) Choosing the Kind of CEO You Want to Be โ Tax Savings or Long-Term Business Value
(10:03) Outro: Like, Share and Subscribe!
Resources:
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
Do you ever feel like you're drowning in decisions but flying blind when it comes to your finances? You are not alone!
In this episode of Business by The Books, Danielle sits down with returning guest and longtime client Nico Misleh, a nurse practitioner and the founder of Apollo Health Optimization and HRT University, who went from overwhelmed and unsure to confidently hiring, scaling, and even launching a second business. Together, Danielle and Nico explore how understanding your numbers doesn't just change your strategy, it changes your mindset.
Key Takeaways:
- Financial Clarity Creates Emotional Freedom: When Nico finally understood his business numbers, he felt lighter and more confident, replacing stress and confusion with calm and control.
- The Right Money Team Can Change Everything: Having a financial partner who communicates clearly and cares personally gave Nico the tools and trust to grow without fear.
- You Don't Have to Be a "Numbers Person" to Run a Financially Strong Business: Even if spreadsheets make you squirm, the right guidance can help you see your finances as a roadmap, not a mystery.
- Confidence in Your Numbers Leads to Smarter Decisions: From knowing when to hire to launching a second business, data-backed decisions gave Nico the courage to expand strategically.
- Relationships and Support Matter As Much As Reports: Entrepreneurship can be lonely, but having a team that celebrates, strategizes, and supports your vision makes all the difference.
Topics Discussed:
(00:00) Intro: Nico's Background and Entrepreneur Story
(03:24) From Financial Frustration to Freedom: The Struggle to Find the Right Accountant and How Finding Kickstart Accounting Changed Everything
(07:03) Confidence Through Clarity: How Understanding His Numbers Helped Nico Hire Confidently and Scale Sustainably
(10:14) Mindset & Support: The Intangible Benefits of Working with the Right Money Team and the Kickstart Accounting Difference
(15:03) Future Focused Decisions: How Knowing Your Numbers Allows You to Plan Ahead and Achieve Goals
(16:53) Outro: What's Next for Nico + Like, Share and Subscribe!
Resources:
Nico's First Appearance | Pay Attention To Your Health, Conquer Scarcity Mindset, & Functional Medicine with Nico Misleh โ Ep 148
Connect with Nico:
Apollo Health Optimization | https://apollohealthop.com/
HTR University | https://hrtuniversity.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
It's the season of gift giving, evaluating team performance, and bonuses, and for many business owners, that can bring up hard questions. Can I afford to give out bonuses this year? What if it's not as much as last year? How much is fair? And how do I reward my team without draining my cash or putting my business at risk?
In this episode, reformed corporate CFO and founder of Kickstart Accounting, Inc.'s Danielle Hayden walks you through a simple, repeatable framework to help you decide if, when, and how much to give your team in bonuses that's fair, financially sound, and aligned with your business's core values.
Key Takeaways:
- Profitability Comes First: Only give bonuses when your business is profitable. A healthy, sustainable company is the best gift you can give your team.
- Protect Your Cash Flow: Separate accounts for operations, taxes, and savings (including bonuses) will help you plan ahead and avoid surprise shortfalls.
- Use Data, Not Emotion: Base your decisions on your financial reports and goals, not guilt, pressure, or last year's habits.
- Reward Performance with Purpose: Tie bonuses to performance and your company's core values, using consistent criteria your team understands.
- Timing Matters for Taxes: Be consistent year over year, and confirm with your accountant when it makes the most sense to issue bonuses based on your filing method.
Topics Discussed:
(00:00) Intro: What You'll Learn in the Episode
(01:46) Step 1: Pool Your Business's Profitability โ Is Your Business Profitable Enough for Bonuses
(03:38) Step 2: Check Cash Reserves โ Why Cash Savings and Planning Ahead Are Essential Before Paying Bonuses
(06:39) Step 3: Set Your Bonus Pool โ How to Calculate a Realistic Bonus Pool
(08:18) Step 4 & 5: Define Eligibility + Allocate Bonuses โ How to Fairly Decide Who Qualifies and How Much to Award
(11:03) Step 6: Decide on Timing โ When to Pay Bonuses for the Best Tax Results and Long-Term Consistency
(13:20) Outro: Kickstart's Team Bonus Worksheet and Resources + Like, Share and Subscribe!
Resources:
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 costlyโmissed 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 โ Ep 115
- Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth โ Ep 137
- Beyond the Business: Preparing for a Secure Retirement โ 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
Are you constantly wondering if youโre spending too much or maybe not enough in your business? Hereโs the truth: not every season of business is meant to be profitable. And if your spending isnโt aligned with the season youโre in, you could risk stunting your growth or draining cash you canโt afford to lose.
In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., walks you through the four seasons of businessโdevelopmental, growth, optimization, and stabilityโand shows you what healthy spending looks like in each one and their percentages. Youโll learn how to align your financial strategy with your business stage so you can invest wisely, protect your cash, and build long-term sustainability.
Key Takeaways:
- Not Every Season Is Profitable: Understanding that profitability isnโt the goal in every stage of business gives you permission to reinvest strategically without guilt.
- Four Seasons of Business Guide Your Spending: Developmental, growth, optimization, and stability each have their own financial priorities and spending benchmarks.
- Healthy Spending Looks Different in Each Season: From investing in marketing during developmental mode to streamlining expenses in optimization mode, knowing where to focus can keep you on track.
- Your Season Isnโt Fixed: Business isnโt linear. You may cycle back and forth between seasons depending on opportunities, challenges, or market shifts.
- Financial Clarity Builds Confidence: Using your numbers as a tool helps you spend with intention and make empowered CEO-level decisions.
Topics Discussed:
(00:00) Intro โ The 4 Seasons of Business Explained: Developmental, Growth, Optimization, and Stability
(01:41) Development Mode: Spending Priorities and Benchmarks for Startups and Solopreneurs
(06:48) Growth Mode: Building a Team, Scaling Systems, and Aiming for Profitability
(12:29) Optimization Mode: Reducing Expenses, Focusing on Efficiency, and Leaning Into What Works
(17:42) Stability Mode: Reduced Investments, Strong Profit Margins, and Balancing for Life
(20:04) Outro: Kickstartโs Free Healthy Spending Guide, Like, Share and Subscribe!
Resources:
Free Download | Healthy Spending by Seasons Guide
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 weekโs episode of Business by The Books, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., breaks down the real journey from entrepreneur to small business owner to finally stepping into the role of CEO.
This isnโt about chasing flashy titles or hitting arbitrary revenue goals. Itโs about clarity, confidence, and understanding your numbers so you can actually lead your business instead of letting it run you.
Key Takeaways:
- Entrepreneur Stage โ Building with Instinct: Many entrepreneurs start with passion and creativity but rely only on income goals and bank balances instead of true financial clarity. Danielle explains how this stage can fuel growth, but also stall it.
- Small Business Owner Stage โ Running the Machine: This is where consistent revenue, vendors, and maybe a team come in. But too many owners still try to do it all themselves, which leads to mistakes and burnout.
- CEO Stage โ Leading with Vision and Data: The mindset shifts that happens when you step into your CEO role, where you go from reacting and needing to have your hands in every area of the business to delegating and making intentional, future-focused decisions.
- Real-Life Client Success โ Delaney Fischerโs Story: Hear how one client shifted from messy spreadsheets and receipts to clarity and balance once she started seeing her numbers monthly.
Topics Discussed:
(00:00) Intro: Redefining the CEO Role โ Why Itโs About Clarity, Not Business Size
(01:11) The Entrepreneur Stage: Passion-Driven But Missing Profitability
(03:37) The Small Business Owner Stage: Transitioning to Systems, Responsibility, and Financial Clarity
(06:27) The CEO Stage: Leading with Data, Mindset Shifts, and Future-Focused Planning
(08:52) Stepping Into Your CEO Role: How to Stop Doing More and Start Gaining Clarity
(09:53) Outro: Kickstartโs CFO Services, Like, Share and Subscribe!
Resources:
CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/
Client Success Story | From Burnout to Balance: Redefining Entrepreneurial Success Through Break-Even Analysis with Delanie Fischer of Self-Helpless Podcast
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
Ever sat down to build your budget, only to realize you donโt even know what youโre building it for? A budget without a goal is like a map without a destination. In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., is pulling back the curtain on the exact step-by-step framework she and her team use with CFO clients to set financial goals first, and then create a budget that actually gets them there.
Key Takeaways:
- Celebrate the Wins (and Lessons) First: Before setting new goals, reflect on what you achieved last year and the hard financial lessons you learned. This helps you build from a place of clarity instead of starting from scratch.
- Big Picture and Dreams Before Details: Start with your 10-year vision, narrow it down to a 3-year target, and then break it into actionable 12-month goals. This ensures your short-term actions align with your long-term vision.
- Your Personal Life Matters: Your business goals must support the life you want to create, not work against it. Aligning both ensures sustainability and fulfillment.
- Define Your CEO Role: Whether you want to be client-facing, step fully into the visionary seat, or do a blend of both, knowing your role helps you make smarter hiring and budgeting decisions.
- Pay Yourself First: As the business owner, you deserve to be compensated. Budgeting your pay upfront creates healthy financial guardrails and sustainable profitability.
Topics Discussed:
(00:00) Intro: Why Your Goals Need to Come Before Building a Budget
(02:02) The Importance of Looking Back Before You Move Forward
(06:03) Setting Long-Term, Mid-Term, and Short-Term Goals
(10:27) What Mode Are You In: Aligning Your Life & Personal Goals with Your Business Goals
(12:44) Defining Your CEO Role and Team Structure
(14:54) Profitability, Sustainability, and Paying Yourself First
(18:30) Action Steps to Complete Your Financial Goal Setting Worksheet & Your Responsibility as a CEO
(19:33) Outro: Kickstartโs CFO Services, Like, Share and Subscribe!
Resources:
Financial Goal Setting Worksheet | https://kickstartaccountinginc.com/goal-setting-worksheet
CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/
Healthy Budget Percentages Episode | Healthy Spending Habits: Business Budget Percentages That Fuel Sustainable Growth
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
Ever heard the phrase โknow your numbersโ and thought, okayโฆbut what does that actually mean? In this episode, Danielle sits down with client and entrepreneur Serena Waller, founder of The Dande Agency, to talk about how truly understanding her numbers transformed the way she runs her business.
Serena gets real about the ups, downs, and unexpected turns of entrepreneurshipโlike losing a corporate job at seven months pregnant, launching her own agency, and growing it over the past ten years into a thriving business that now supports a full team.
Key Takeaways:
- Clarity Creates Confidence: Serena shares how shifting from confusion to clarity with her finances gave her the ability to make calm, strategic decisions in her business.
- The Right Support Team Matters: Finding a bookkeeping and accounting team who actually listened and provided her with timely numbers while communicating what they mean changed the game for her and her business.
- Numbers and Intuition Go Hand in Hand: Serena explains how she balances gut instincts with financial data to steer her business forward.
- Growth Requires a Mindset Shift: Hiring a team and stepping into the visionary role required Serena to let go of old ways of working and embrace new levels of leadership.
- Financial Knowledge Equals Freedom: Knowing her numbers didnโt just improve her bottom line, it gave Serena peace of mind and the confidence to make decisions and take calculated risks.
Topics Discussed:
(00:00) Intro: How Knowing Your Numbers Creates Calm and Clarity
(00:34) Serenaโs Journey Into Entrepreneurship & Her Work Now
(04:35) Struggles with Early Financial Management & Finding the Right Money Team
(08:22) How Kickstart Helped Serena Understand and Know Her Numbers
(10:49) Balancing Gut Feelings with Data
(13:23) Building Confidence as a CEO
(14:23) Rate and Review Break
(14:36) Hiring Decisions & Leadership Growth and Mindset
(18:01) Using Your Numbers to Read Trends & Forecast for the Future
(22:17) Deciding Whether or Not to DIY Bookkeeping
(25:13) Whatโs Next for Serena and The Dande Agency
(28:26) Serenaโs Major Piece of Business Advice for Entrepreneurs
(30:10) Outro: Like, share, and subscribe!
Connect with Serena:
The Dande Agency Website | https://www.dandeagency.com/
Follow The Dande Agency on Instagram | @dandeagency
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
A lot of business owners look at budgeting as punishment for past money mistakes, but budgeting doesnโt have to feel restrictive. In fact, budgeting can be used as a tool for freedom while protecting your business at the same time, especially if you allow yourself the space and time to plan.
In this episode, Danielle Hayden, reformed CFO and founder of Kickstart Accounting, Inc., shares how to use budgeting as a tool for clarity, confidence, and intention in your business, and she explains why Q4 is the best time to reflect, reset, and plan for the year ahead, instead of waiting until January.
Key Takeaways:
- Budgeting Is About Clarity, Not Restriction: Budgeting isnโt punishment. Itโs a tool that provides direction, helps you spend with intention, and protects your vision for the year ahead.
- Pay Yourself with Confidence: Danielle breaks down the three key numbers every business owner should define: what you want to pay yourself, what you need to feel secure, and what you desire to feel free.
- Quarter 4 Is Your CEO Power Season: The most strategic business owners use Q4 to zoom out, reflect on what worked, and plan for the next year, so they start January with confidence, not chaos.
- Your Budget Should Reflect Your Real Season of Life: Whether youโre scaling up, slowing down, or balancing big life changes, your budget should support the business season youโre actually in, not the one you think you โshouldโ be in.
- Overcome Financial Shame & Guilt: Fear and past money mistakes donโt define you. By using strategy and support, you can rebuild confidence and step fully into your CEO role.
Topics Discussed:
(00:00) Intro: How Budgeting Is About Stepping Into Your Role As CEO, Not Restriction
(01:00) Why Q4 is the Most Strategic Time to Plan and Budget for Next Year
(02:55) How to Set Aligned Revenue Goals and Map Out Investments with Intention
(03:39) Budgeting for Your Real Season in Business and Life
(04:42) Overcoming Financial Fear, Shame, and Money Stories with Strategy and Support
(07:24) Outro: Like, share, and subscribe!
Resources:
Free Downloadable Budgeting Template | kickstartaccountinginc.com/budget
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
If you want to grow your business with confidence, you need to understand your cash flow, and that means going beyond just checking your bank balance. In this episode, Danielle Hayden, your go-to financial partner for all things bookkeeping, breaks down the 5 essential cash KPIs every CEO should track and explains how to use them to make smarter decisions for your business.
Key Takeaways:
- Cash Flow is the Lifeline of Your Business: Without clarity on cash flow, youโre reacting instead of leadingโand thatโs the fastest path to burnout or shutdown.
- KPIs Turn Insight Into Action: Knowing your bank balance isnโt enough; these 5 KPIs give you the clarity you need to plan, invest, and scale sustainably.
- Healthy Ratios = Peace of Mind: Metrics like the quick ratio and current ratio tell you whether you can handle surprises without panic.
- Free Cash Flow Is Your Decision-Making Tool: It reveals whether you can hire, invest, or pay yourself more without putting your business at risk.
- Cash Reserves Buy Confidence: Having 1-3 months of operating expenses in the bank gives you the power to make bold moves without sleepless nights.
The 5 CEO Cash KPIs We Cover:
- Free Cash Flow โ Whatโs really left after running and growing your business?
- Operating Cash Flow to Liabilities Ratio โ Can your business cover what it owes?
- Current Ratio โ Do you have enough short-term assets to pay your bills?
- Quick Ratio โ If you had to pay everything today, could you?
- Cash On Hand โ How long can you keep the lights on without new revenue?
Topics Discussed:
(00:00 โ 01:14) Why Cash Flow Makes or Breaks Your Business
(01:15 โ 02:16) Why KPIs Matter Beyond the Cash Flow Statement
(02:17 โ 03:07) Free Cash Flow: What It Is and Why Itโs Critical
(03:07 โ 05:02) Comparing Operating Cash Flow to Liabilities Ratio
(05:03 โ 06:14) Current Ratio: What It Tells You and How to Calculate It
(06:14 โ 07:26) Quick Ratio: What It Tells You and How to Calculate It
(07:27 โ 08:28) Cash On Hand: Your Ultimate Safety Net and Ability to Investment
(08:35 โ 09:42) Recap of the 5 KPIs to Track as a CEO
(09:44 โ 10:27) Outro: Like, share, and subscribe!
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
Sharpen your pencils, grab a fresh notebookโitโs back-to-school season for your business! Just like the excitement of new school supplies and a fresh start, this time of year gives us the perfect opportunity to reset and set yourself up for a strong finish to the year.
In this episode of Business by the Books, Danielle Hayden, reformed corporate CFO and owner of Kickstart Accounting, Inc., shares her simple but powerful framework for getting back on track after summer and closing out the year in a way youโll feel proud of. Think of it as your โsecond January,โ a fresh chance to refocus, reenergize, and reset your goals for Q3 and Q4.
Key Takeaways:
- Reset Your CEO Mindset: Learn how to pause, reflect, and set yourself up for success by focusing on whatโs working (and letting go of whatโs not).
- Schedule CEO Time: Carve out dedicated time each week to think strategically about your business instead of getting lost in day-to-day fires.
- Get Clarity on Your Numbers: Update your books, review your income statement and balance sheet, and uncover where your money is really going.
- Prep for Q4 with Intention: Map out expenses, holiday schedules, and one clear financial goal so you can finish the year with focus, not overwhelm.
- Some Goals Can Wait: Trying to do everything right now often leads to getting nothing done. Choose one thing you can accomplish before year-end and save the rest for another quarter.
- Ask for Help!: You donโt have to do this aloneโlean on your financial team, coaches, and accountability partners to support your growth.
Topics Discussed:
(00:00 โ 02:10) Why Back-to-School Season Is a Fresh Start and a Reset from Summer
(02:11 โ 04:38) Shifting Into a CEO Mindset and Creating Weekly CEO Time
(04:39 โ 06:59) Reviewing Financial Statements to Uncover Insights and Cash Flow Surprises
(06:59 โ 09:31) Planning Q4 with Intention: Expenses, Taxes, and Big Goals
(09:32 โ 11:25) The Power of a โWait Until Next Quarterโ List and Asking for Help
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, Danielle is joined by Nicole, one-half of the dynamic sister duo behind Fantasy Fangirls Podcast, to talk about her leap from running a professional coaching business to building a wildly successful podcast brand thatโs taken the book world by storm.
This isnโt a story about going viral overnight (although that did happen). It's a story of personal growth. It's a story about making intentional, informed decisions and trusting yourself enough to pivot when you find what lights you up. Nicole shares how a chance reading of a fantasy novel sparked an idea, how she and her sister went โall inโ on creating a show they loved, and what it took to turn that passion project into a full-time career.
Key Takeaways:
- Pivoting Can Be the Smartest Move You Make: Nicoleโs shift from coaching to podcasting wasnโt a step backward, it was a leap toward something that energized her every day.
- Strategic Investments Pay OffโIf You Actually Implement: The importance of acting on what you learn from courses and mentors, instead of staying in โforever studentโ mode.
- Passion and Profit Can Go Hand-in-Hand: The Fantasy Fangirls Podcast proves that you can build a sustainable business around what you genuinely love when you combine your passion with taking an honest look at your numbers.
- Entrepreneurship Doesnโt Have to Be Lonely: Whether youโre going it solo or have a team, you donโt have to white knuckle it to success. Donโt be afraid to create a support system and rely on others along the way.
- Make Space for Hobbies and Discovering Your Spark: Choosing projects that light you up can be the key to longevity and fulfillment in business.
Topics Discussed:
(00:00 โ 04:32) Intro: Nicoleโs Mission with Fantasy Fangirls Podcast
(04:37 โ 10:32) From Professional Coaching to Full-Time Fantasy Podcasting: Nicoleโs Unexpected Career Shift - How a Single Book Sparked a Whole New Business
(10:32 โ 14:14) Lessons from Investing in Your Education and Actually Implementing What You Learn
(14:15 โ 18:41) Making the Emotional and Financial Leap Into a New Industry
(18:43 โ 18:56) Rate & Review Break
(19:01 โ 28:42) How Nicole Used Numbers to Build a Team and Grow the Podcast
(28:42 โ 32:35) The Loneliness Factor in Entrepreneurship and the Importance of Having Support
(32:37 โ 35:00) Whatโs Next for Nicole and Fantasy Fangirls Podcast in the Future
(35:01 โ 37:30) Nicoleโs Piece of Advice for Entrepreneurs Who Are Struggling to Grow or Are In Growth Season
Connect with Nicole:
Fantasy Fangirls Podcast Website | https://www.fantasyfangirls.com/
Watch Fantasy Fangirls on YouTube | https://www.youtube.com/@fantasyfangirls
Follow Fantasy Fangirls on IG and TikTok | @fantasyfangirlspod
Mentioned in the Episode:
Built to Sell by John Warrillow | https://builttosell.com/the-books/
Grow the Show with Kevin Chemidlin | https://growtheshow.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
Ever look at your cash flow statement and want to crawl under your desk and hide? You're not alone! Cash flow statements arenโt really made for business owners, but that doesnโt 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 Accountingโs simple, business owner-friendly report that shows you exactly whatโs coming in, whatโs going out, and how much cash you really have to work with.
Key Takeaways:
- Traditional Cash Flow Statements Arenโt Made for You: Theyโre built for bankers and accountants, not entrepreneurs. Thatโs 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 youโre paying off debt or taking ownerโs 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 Ownerโs 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 โ 01:57) Why Traditional Cash Flow Statements Donโt Work for Business Owners
(02:27 โ 04:30) Introduction to the Snapshot Cash Overview and Its Key Components
(04:31 โ 07:42) How Balance Sheet Items Affect Your Cash and Why They Matter
(07:43 โ 10:06) Real Client Case Study: $109k in Income But Only $5k Added to Cash
(10:06 โ 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
Letโs get real, youโre not going to build a million-dollar business while spending your time on $10/hour tasks.
In this no-fluff, heart-to-heart episode, Danielle breaks down the true cost of doing it all yourself, especially the low-value to-dos that keep you โbusyโ but not profitable, and shares the action steps you need to buy back your time, start delegating, and finally lead your business like the CEO you are.
Key Takeaways:
- You Canโt Scale Doing Everything Yourself: Low-value tasks might feel productive, but theyโre keeping you stuck and small. You need to step out of the weeds to grow.
- CEO Work is Strategic, Not Busywork: Your most valuable contributions come from visioning, leading, analyzing financials, and making key decisions, not juggling a constant stream of admin tasks.
- Delegation Isnโt a LuxuryโItโs a Business Strategy: Even if you start small, outsourcing or automating frees up hours you can reinvest in revenue-generating work.
- Knowing Your Numbers Helps You Hire Confidently: Understanding your financials lets you forecast, set targets, and build a team even on a smaller budget.
- Done is Better Than Perfect: Let go of the belief that no one else can do it like you. Delegation is a skill, and progress beats perfection every time.
Topics Discussed:
(00:30 โ 01:22) Why $10/Hour Tasks are Holding You Back from Building a Million-Dollar Business
(01:27 โ 02:38) What Real CEO Work Looks Like (and What It Doesnโt)
(02:41 โ 03:20) The Actual Cost of Doing Everything Yourself in Time and Revenue
(03:21 โ 05:31) Small, Realistic Ways to Start Delegating Right Away
(05:32 โ 07:05) Your Role as a CEO and How to Use Your Numbers Strategically
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
This episode, weโre pausing the hustle to take a big-picture look at what really matters in both business and life. Danielle Hayden, CEO of Kickstart Accounting, Inc., sits down with Taylor Thompson, founder of Personal Brand House, bestselling author of More Life, podcast host, and national speaker, to talk about what it means to build a business that gives you more life, not just more work and revenue.
Taylor brings a refreshing take on entrepreneurshipโless โdo more,โ more โdo what matters to youโ. From overcoming burnout to designing a lifestyle-first business model, Taylor shares personal insights, financial mindset wisdom, and actionable steps to help you avoid deathbed regret and define success on your terms.
Key Takeaways:
- Define Your โEnoughโ: Growth is great, but not if itโs at the cost of the things that really matter to you in life. Know what enough looks like for you and structure your business to support that.
- Start with the Life You Want: Reverse-engineer your business model based on your ideal calendar, energy, and goalsโnot arbitrary revenue benchmarks.
- Zone of Genius โ Zone of Aliveness: Just because youโre good at something doesnโt mean it should be your business. Fulfillment matters just as much as skill.
- Detach Your Worth from Your Numbers: Your financials arenโt a report card. Use them as a tool for informed decisions, not as a reflection for your identity.
- Pause to Notice Meaningful Moments: โMore lifeโ isnโt only about having more stuff. Itโs about feeling more joy, presence, and alignment in everyday moments.
Topics Discussed:
(01:05 โ 03:52) Taylorโs Mission: Helping others avoid deathbed regrets with tactical strategies to build businesses that prioritize what matters most to them
(03:53 โ 06:28) Reclaiming Freedom: Monetizing a Personal Brand & Restructuring Your Business Model to Work Smarter, Not Harder
(06:29 โ 10:14) Trading Time for Money and Why Knowing Your โEnoughโ is Essential
(10:15 โ 13:56) Two Exercises: How to Figure Out What You Really Want & How Much Time and Money You Need to Get That
(13:58 โ 16:10) What a Lifestyle Business Looks Like: Calendar-First, Value-Aligned, Purpose-Driven
(16:11 โ 18:15) The โMore Lifeโ Concept and How You Can Implement It Logistically
(18:16 โ 21:09) Creating โMore Lifeโ for Yourself Even as a Workaholic
(21:18 โ 25:09) Detaching Self-Worth from Financial Performance and Using Data Over Drama
(25:10 โ 26:29) How to Explore What Having โMore Lifeโ Feels Like
(26:33 โ 28:47) Where You Can Connect & Find Taylor Thompsonโs Work
Resources:
Taylorโs Book | More Life
Free Resource | Monetization Matrix - Taylorโs free spreadsheet of income stream ideas for entrepreneurs and personal brands
Work with Taylor | https://www.heytaylorthompson.com/pbm
Follow Taylor on IG | @TheTaylorThompson
Taylorโs Podcast | High Performer
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
Ready to stop scrambling come tax time and start planning like the business leader you are? Well, it starts with your mid-year financial game plan.
In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., walks you through the steps you need to take to get your books in shape, plan for tax season (without stress), and build a business thatโs profitable and sustainable for the long haul. Letโs make tax season feel like just another Tuesday.
Key Takeaways:
- Know the Kind of Business You're Building: Are you running a tax deduction-focused business or building long-term sustainability? Defining this upfront will shape your entire financial strategy and mindset.
- Bookkeeping Is the Foundation of Everything: You can't make smart tax or financial decisions without accurate, up-to-date books. Get caught up and stay caught up.
- Collect W-9s and Log Expenses Now, Not Later: Save yourself a year-end headache by organizing contractor paperwork and tracking home office, mileage, and reimbursable expenses today.
- Review Your Entity Type and Compensation: Are you set up as the right business entity? S-Corps, in particular, need to pay close attention to reasonable compensation and accountable plans.
- Don't Skip Estimated Tax Payments: Avoid penalties and cash flow surprises by paying what you owe and saving for taxes proactivelyโyour future self will thank you.
โญ Business Hack: Schedule a full โCEO Dayโ to knock all this off your plate!
Topics Discussed:
(00:31 โ 01:15) Why Mid-Year Is the Best Time for Financial Planning
(01:16 โ 04:53) Choosing the Kind of Business You Want to Run
(04:59 โ 06:54) Bookkeeping Updates: What to Check and Why It Matters
(06:55 โ 11:15) Must-Do Mid-Year Admin: W-9s, Home Expenses, Mileage Tracking
(11:24 โ 16:00) Reviewing Entity Type, Reasonable Compensation, and Estimated Taxes
Resources:
Free Downloadable Template | Home Office Log & Accountable Plan
Episode Referenced | Entrepreneurs: Should You Go S-Corp? Pros & Cons + Expert Insight โ Ep 115
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 Businessโs Financial Foundation: Itโs all about recording and organizing every transactionโsales, expenses, and everything in betweenโso you can make smart, informed decisions.
- Cash-Basis Accounting Is Usually the Right Fit for Small Businesses: Unlike big corporations, most small business owners donโt 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 Businessโs 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, Youโre Still Responsible: Even with a bookkeeper, itโs your job to communicate business changes and review your reports regularly. Thatโs 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 sheetsโdonโt skip this step!
Topics Discussed:
(00:29 โ 01:33) What is Bookkeeping and Why Does It Matter?
(01:34 โ 03:59) The Difference Between Small Business and Corporate Bookkeeping
(04:00 โ 08:26) The Benefits of Accurate, Up-to-Date Bookkeeping
(08:27 โ 09:09) Why Cash Balance Is Not the Full Financial Picture
(09:09 โ 09:43) Special Considerations for S-Corp Owners
(10:19 โ 12:37) The Importance of Taking Responsibility for Tracking Your Numbers as a Business Owner
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
Remember that shiny budget and those big goals you made in January when the year felt fresh and full of possibilities? If your business (or life) looks different now than it did months ago, youโre not failing, youโre simply running a real business in the real world. Things shift. You adapt.
In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., walks you through one of her favorite CFO tools: reforecasting. Itโs not about starting overโit's about realigning your financial strategy with where you are right now.
Key Takeaways:
- Reforecasting = Realignment, Not Failure: Your original budget was based on what you knew at the time. Updating it doesnโt mean you failedโit means you're leading with clarity and making strategic decisions based on your current reality.
- Start with Solid Bookkeeping: Before you can reforecast, your financial foundation needs to be accurate. Without clean, up-to-date books, your forecast is a guess and isnโt providing you with proper clarity.
- Use Actual Data + Updated Insights: Effective reforecasting combines what you know now, your businessโs year-to-date (YTD), with your revised budget to project the rest of the year.
- Reforecasting Should Be Routine: Use this tool anytime your business shifts, like if thereโs a change in revenue, a team adjustment, a new offer, or even a personal life change that impacts your work.
- Rewire Your Mindset: Thereโs no shame in changing the plan. In fact, thereโs power in it. Adapting your financial strategy is a sign of leadership, not failure.
Topics Discussed:
(00:19 โ 01:14) Why is Reforecasting Important in Financial Planning?
(01:14 โ 02:28) What is Reforecasting in Business?
(03:32 โ 06:12) When Should You Reforecast?
(06:12 โ 07:49) Real World Client Examples of Reforecasting
(07:50 โ 08:49) Rewiring Your Mindset Around Changing Your Plans
(08:52 โ 09:49) How to Reforecast Step-by-Step
Your Reforecasting Action Plan:
- Review your year-to-date and quarterly financials
- Ask yourself: Whatโs changed? What needs to shift or stay the same?
- Update your original budget with what you now know
- Download our free reforecasting template below!
Resources:
Free Reforecasting Template | KickstartAccountingInc.com/budget
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
Weโre officially at the halfway point of 2025, and no, itโs not too late to make this year your most productive year yet!
In this episode, Danielle is joined by one of our numbers experts from our amazing Kickstart Accounting team, Account Manager Becky Teves, to talk through the biggest obstacles she sees small business owners experiencing right now, and how you can finish this year strong and strategic.
Key Takeaways:
- Itโs Not Too Late to Pivot Your 2025 Goals: You still have time to course-correct and make strategic decisions based on whatโs working, even if it means setting fresh goals for the second half of the year.
- Big Changes Take Time to Show Results: Donโt be discouraged if youโre not seeing immediate profits from decisions made months ago. Practicing patience is a key part of financial growth.
- Connect with Your Money Team: Email is great, but nothing beats a face-to-face call to dig into your numbers, goals, and strategies. And if youโre a Kickstart client, these calls are included in your packageโuse them!
- There are No Dumb Questions: Even if you're not sure what to ask your money team, speaking up opens the door to helpful conversations and solutions you didnโt even know were available.
- Prep Now to Avoid the Year-End Scramble: From making sure all accounts and expenses are accounted for to collecting W9s from contractors, taking small steps now will save you major stress come tax season as well as give you more time to focus on your business and its growth.
Topics Discussed:
(00:11 โ 00:38) Why Midyear is Not the Time to Write Off the Rest of the Year
(00:39 โ 01:56) How to Rework Your Goals and Practice Financial Patience
(02:07 โ 05:49) The Real Value of Calls with Your Money Team and What Happens on Them
(05:49 โ 07:09) Midyear Action Steps: What to Send Your Accountant Now for the Future
Resources:
Kickstart Accountingโs CFO Services | kickstartaccountinginc.com/cfo
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
Youโre reviewing your numbers monthly (go you!), but what about taking a step back to see the big picture? In this episode, Danielle walks you through the power of a quarterly financial review, one of the most practical ways to make smarter decisions, spot real trends, and align your business goals with your personal ones.
She breaks down the difference between monthly and quarterly reviews (the micro vs. macro view each provides), what numbers to look at quarterly, and how to analyze those numbers. All you need is 90 minutes every 90 days to use your financials as a tool for success and lead your business with deeper clarity and confidence.
Key Takeaways:
- Monthly vs. Quarterly Reviews: Monthly reviews help you manage the day-to-day, while quarterly reviews are your roadmap, zooming out to see long-term trends and course correct if needed.
- Revenue Trends & Profitability: Donโt just focus on sales. Understand where your income is coming from and if itโs actually making you money.
- Operating Expenses: Your top five expenses tell the real story of your business priorities. Make sure your spending aligns with your vision.
- Personal + Business Alignment: Your personal and family goals should be part of your financial strategy. If theyโre out of sync, tension (and burnout) is bound to follow.
- Data > Emotion: Reviewing your numbers quarterly helps you strip away the emotional swings of entrepreneurship and make clear-headed decisions based on actual performance.
Topics Discussed:
(00:53 โ 02:05) Monthly vs. Quarterly Reviews
(02:05 โ 04:16) What to Include in a Quarterly Review
(04:16 โ 05:48) Growth vs. Profit
(05:48 โ 07:01) Aligning Business with Personal Goals
(07:01 โ 08:50) Tracking & Analysis of Revenue Trends
(08:50 โ 10:15) Reviewing Operating Expenses & Spending Trends
(10:15 โ 12:19) Understanding Your Net Income & Cash Flow
(12:20 โ 12:44) Reviewing How Much Youโre Paying Yourself & Your Team
(12:45 โ 14:25) Comparing Budget vs. Actual
Kickstartโs Quarterly Review Checklist:
Last quarter compared to year-to-date
Growth vs. profit & ROI
Personal vs. business financial alignment
Profit margin & revenue streams
Operating expenses + top 5 spending categories
Net income & monthly/quarterly patterns
Cash flow health + reserve analysis
Ownerโs pay & team compensation
Budget vs. actuals
Action Steps:
- Blockout 90 minutes of CEO time
- Gather your Snapshot and financial statements
- Use your quarterly checklist to walk through the process
- Set 1โ3 priority shifts or goals for the next 90 days
- Schedule your next review (and that call if youโre a Kickstart client!)
Resources:
Past Episode | Healthy Spending Habits: Business Budget Percentages That Fuel Sustainable Growth โ Ep. 220
Kickstart Accountingโs CFO Services | kickstartaccountinginc.com/cfo
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
Just because thereโs money in the bank doesnโt mean your business is truly profitable. In this episode, Danielle lays out the most common (and sneaky) financial mistakes she sees entrepreneurs and small business owners making without even realizing theyโre doing it.
From undercharging to over-relying on your gut, Danielle is not here to shame youโsheโs here to show you how to avoid them so you have the tools you need to build your business with confidence, clarity, and a financial plan that supports your vision.
Key Takeaways:
- Your Bank Balance is Not the Full Picture: Why real profitability lives beyond whatโs in your checking account. Profit is not the same as cash flow, and both matter in different ways.
- You Donโt Have to Do It All Yourself: You're not a bookkeeperโand you don't need to be! Delegating your money tasks is one of the most empowering moves you can make. Outsourcing your books (or any task thatโs not your expertise) isnโt giving up control, itโs giving yourself the ability to make smarter business decisions.
- Knowing Your Numbers Puts You In Control: Reviewing your financial statements monthly isnโt just โniceโ, itโs necessary. It keeps you from guessing and itโs how you grow with intention.
- Pricing for Profit, Not Panic: Undercharging leads to burnout. You deserve to get paid what your work is worthโand then some.
- Create a Plan for the Slow Seasons: Feast-or-famine is not a strategy. Use data to build stability and breathe easier year-round.
- Think In Terms of the Long-Game: Even if you love your work now, itโs never too early to plan for the future. Building a business that runs without you means real freedom.
Topics Discussed:
(00:49 โ 01:43) Mistake #1: The Illusion of a Healthy Bank Balance
(01:44 โ 02:47) Mistake #2: Doing Your Own Bookkeeping and Ignoring Your Financials
(02:47 โ 03:16) Mistake #3: Not Looking at Your Financials on a Monthly Basis
(03:24 โ 04:47) Mistake #4 & 5: Not Charging Enough and Not Raising Prices Regularly
(04:48 โ 05:30) Mistake #6: Not Tracking Return of Investments on Expenses
(05:31 โ 06:22) Mistake #7: Chasing Revenue Over Profit
(06:24 โ 08:07) Mistake #8 & 9: Hiring a Team and Asking for Help Too Late
(08:07 โ 08:53) Mistake #10: Not Planning for Slow Seasons and Creating a Money Buffer
(08:53 โ 09:59) Mistake #11 & 12: Ignoring Financial Red Flags and Relying on Your Gut Alone
(10:00 โ 10:34) Mistake #13: Allowing One Client or Revenue Source to Dominate Your Business
(10:35 โ 11:10) Mistake #14: Not Having Standard Operating Procedures In Order to Delegate
(11:11 โ 11:42) Mistake #15: Inconsistent Invoicing and Follow Up
(13:57 โ 14:45) Mistake #16: Not Creating an Exit Plan and Having a Long-Term Vision for the Future
Resources:
Kickstart Accountingโs CFO Services | kickstartaccountinginc.com/cfo
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
In this episode, Danielle sits down with Jess Walker, founder of the unique and heartfelt illustrated greeting cards Five Dot Post, to talk about what it really looks like to build a business that supports you todayโnot down the road, not after you hit this or that goal, but right now.
From packing every order by hand to big-box retailers, Jessโs story is one of hard-won wisdom, practical mindset shifts, and the surprising ways having a business carried her through the hard times. Itโs an inspiring and powerful reminder that entrepreneurship can be a beautiful, freeing, and life-giving journey when we use intentionality to build the business we want and need.
Key Takeaways:
- Doing It Yourself Isnโt Always Cheaper: Jess realized she was the bottleneck in her business and nearly turned down $50k in revenue before outsourcing fulfillment. By delegating the logistics, she was able to focus on scaling and strategy, ultimately making more money while working less.
- Growing with Heart: Jess has grown her retail presence to over 550 stores and is now expanding into big-box retailers, while still staying connected to her brandโs roots in smaller stores and their communities.
- Building a Business That Supports You: She shares how her business sustained her after the loss of her husband, thanks to the systems and support she had built into it beforehand.
- Donโt Wait to Build the Business Right for Your Life: Create your business model to support you nowโnot โsomedayโโis the key to long-term success, sustainability, and joy.
Topics Discussed:
(00:41 โ 08:08) Jessโs Entrepreneurial Journey
(08:25 โ 12:18) Understanding the Business Side of Things
(12:19 โ 14:12) Overcoming DIY Overwhelm by Hiring Help
(14:13 โ 14:25) Rate & Review Promo Break
(14:40 โ 16:15) Scaling Authentically & Embracing New Opportunities
(16:27 โ 18:15) Building a Sustainable Business Now (Not Later)
Connect with Jess Walker & Five Dot Post:
Website | https://www.fivedotpost.com/
Instagram | https://www.instagram.com/fivedotpost/
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
Letโs set the record straight: Revenue is not the goal. Profit is. If youโve ever felt like youโre doing everythingโchasing more sales, more clients, more offersโbut still coming up short on cash and clarity, this episode is your permission slip to pause, stop worrying about sales numbers alone and start focusing on what generates profit.
In todayโs episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., dives into the 12 money truths that successful CEOs live by to grow smarter, more sustainable businesses not just bigger ones.
Key Takeaways:
- Revenue โ Success: Profit is the real goal, not revenue. Chasing sales without watching expenses can leave your business cash-strapped and stressed. Focus on the bottom line. (01:16 โ 02:42)
- Align Your Personal & Business Finances: Your personal finances impact your business. Ownerโs draws and misaligned personal spending can drain your business's resources and future growth. (02:47 โ 04:24)
- Money Goes Where Focus Flows: You donโt need 3-4 revenue streams. The most successful CEOs stick to one core offering and master it before expanding. (04:24 โ 05:51)
- Filter Your Advice Wisely: We love our friends and family, but unless someone has real experience running a business, their advice may do more harm than good. (05:51 โ 06:47)
- Listen to Your Numbers: Your financials are trying to tell you something. Learn to read and review them regularly to help you avoid repeat mistakes and make smarter, future-focused decisions. (06:48 โ 07:43)
- More Money Isn't Always the Fix: More capital wonโt fix a broken strategy. Think 2-3 times longer than you normally would before taking on debt or outside investors. (07:44 โ 09:05)
- Spending is Investing: When aligned with your goals, every dollar spent should help your business grow or strengthen. (09:05 โ 09:52)
- Permission to Say No: Saying yes to everything leads to burnoutโsuccessful CEOs protect their time and energy. (09:56 โ 10:55)
- Emergency Funds are a Must: A โjust in caseโ or rainy day fund can be the difference between panic and peace when the unexpected happens. You never know when a new opportunity will pop up! (10:56 โ 11:52)
- Invest in Your Education: You donโt have to do it all, but you do need to understand your businessโs financial health. (11:53 โ 13:01)
- FOMO is a Distraction: This goes back to โmoney goes where focus flowsโโstay grounded in your vision, not someone elseโs highlight reel. (13:01 โ 14:10)
- Money is a GameโPlay It Smart: Use your financial statements as tools to track your growth, not just your income. (14:12 โ 14:50)
โญBonus Rule: When things get uncomfortable, lean in further. Successful CEOs step outside their comfort zones, because they know thatโs where the real growth happens.
Resources:
Kickstart Accountingโs CFO Services | kickstartaccountinginc.com/cfo
Kickstart Accountingโs Tax Services | https://ksataxpartners.com/
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
Are you chasing growth in your business but worried it might cost you your profits, sanity, or both? In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., pulls back the curtain on the real strategies CFOs use to grow companies intentionally and profitably.
These are the 5 CFO secrets you can and should start using today!
Key Takeaways:
- Secret #1: Use Your Financial Reports as Decision-Making Tools - Your income statement, balance sheet, and cash flow statement aren't just paperwork, they're your roadmap to smart business decisions.
- Secret #2: Forecast for the Future, Not Just the Present - Strategic forecasting (including rolling and quarterly re-forecasts) helps you anticipate growth and plan for big investments like hiring or marketing.
- Secret #3: Align Spending with Your Goals - Every dollar you spend should support your vision. Focus on return-on-investment instead of random or feel-good expenses.
- Secret #4: Protect Your Profit - Set up multiple accounts, including a rainy-day fund, to safeguard your profit and prepare for future opportunities or challenges.
- Secret #5: Get Support from a Money Team - You don't have to be your own CFO. Surround yourself with financial pros who can guide you, hold you accountable, and cheer you on.
Topics Discussed:
Intro: The Risk of Growing on Hustle and Intuition Alone (00:00 โ 02:00)
CFO Secret 1: How to Use Your Financial Reports to Make Better Decisions (02:06 โ 03:59)
CFO Secret 2: Forecasting Strategies That Work (04:00 - 05:41)
CFO Secret 3: Budgeting with Purpose - Aligning Your Spending & Goals (05:42 - 06:23)
CFO Secret 4: Smart Savings Habits That Protect Profits (06:23 - 07:16)
CFO Secret 5: Who You Need on Your Money Team (07:17 - 09:08)
Resources:
Kickstart Accountingโs CFO Services | kickstartaccountinginc.com/cfo
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
Before you hire, launch, or invest, thereโs one number you need to know: your future break-even point. Itโs more than a โboringโ accounting term; itโs one of the most powerful tools you have in your toolkit as a business owner and CEO.
In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., flips the script on how entrepreneurs look at their break-even point by turning it from a financial checkmark into a forward-thinking strategy tool. She walks through how to use it as a launchpad for smarter decisions and puts you in control of your numbers.
Key Takeaways:
- Break-Even as a Planning Tool: Knowing your break-even point helps you look forward, not backward, and make strategic choices with confidence.
- Know Your Break-Even Before Big Decisions: Calculate how your expenses will change first and then what new revenue youโll need to cover them.
- Turn Your New Break-Even into Your Revenue Goal: Add a 10โ15% profit margin to your break-even number to set a clear, sustainable monthly revenue target.
- Create a Margin of Safety: If you're not ready to make a leap, build savings in advance so youโre financially prepared to take on new expenses with confidence.
- Numbers Beat Guesswork Every Time: Ditch the gut-based decisions and use this method to plan investments without fear or uncertainty.
Topics Discussed:
What is Break-Even Point in Business & How to Use It (00:50 โ 01:57)
How to Calculate Your New Break-Even Number (01:58 โ 04:41)
Real World Example of Calculating a New Break-Even (04:41 - 06:08)
Saving for an Investment & Margin of Safety (06:08 - 07:11)
Using Break-Even to Plan Your Next Business Move (07:11 - 08:35)
Related Episode:
Ep. 222 | From Burnout to Balance: Redefining Entrepreneurial Success Through Break-Even Analysis with Delanie Fischer of Self-Helpless Podcast
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
In this spirited and honest episode of Business by the Books, Danielle Hayden sits down with multi-talented entrepreneur, comedian, host of the popular podcast Self-Helpless, and author of MockTales, Delanie Fischer, for a candid conversation about what sustainable creative entrepreneurship really looks like, and why knowing your break-even point may be the most powerful financial move you can make for your mindset.
Whether you're scaling back, starting over, or simply craving more core value alignment in your business, this conversation offers you permission to slow down, get clear on your enough number, and redefine success on your terms by letting go of traditional success metrics.
Key Takeaways:
- Redefining Entrepreneurial Success: Why Delanie made a conscious choice to step away from the ups and downs of fully self-employed income and instead build a business model that supports her core values and long-term vision.
- Seasonality & Self-Awareness: How embracing "sprint" periods and knowing when to pivot has helped Delanie sustain her creativity and entrepreneurial spirit.
- Financial Partnership in Marriage: Delanie opens up about the evolution of her financial relationship with her husband, from keeping money completely separate to managing a joint account with aligned goals.
- Letting Go of Control: Insights on building a money team that includes a financial advisor, CPA, and bookkeeper, and how accepting support and letting experts do what they do best has been a game changer.
- Break-Even Point Clarity โ From Metrics to Meaning: Why Delanie no longer chases financial benchmarks for the sake of growth and instead focuses on a break-even number that allows for creativity, her lifestyle, core values, and purpose-driven work.
Topics Discussed:
Delanieโs Entrepreneurial Journey (00:29 โ 06:14)
How Delanie Manages the Ups and Downs of Entrepreneurship (06:14 โ 11:49)
Building a Business Model That Suits Your Lifestyle & Values (11:49 โ 15:38)
Please Rate & Review Break (15:39 - 15:56)
Redefining Success in Entrepreneurship & Life (15:56 - 19:00)
How Entrepreneurship Affects Delanieโs Personal Life (18:33 - 22:18)
Working with a Financial Advisor and Building a Money Team (22:18 - 26:37)
The Power of Break-Even Analysis (26:37 โ 30:48)
In Todayโs Episode:
Delanieโs Book: MockTales: 50+ Literary Mocktails Inspired by Classic Works, Banned Books, and More by Lindsey Smith & Delanie Fischer | https://www.delaniefischer.com/
Delanieโs Podcast: Self-Helpless | https://www.selfhelplesspodcast.com/
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
PsstโฆYour numbers are talking to youโare you listening? Hereโs a reminder that business is emotional, and it's easy to fall into decision-making based on gut feelings. But when you know your numbers, you take back control.
In this episode of Business by the Books, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., dives into the 5 essential financial numbers every business owner needs to know. This isn't just about spreadsheets; it's about stepping into your power as a CEO, removing emotional guesswork, and building a healthy, sustainable business.
5 Key Metrics for Your Business:
- Know Your Rolling 12-Month Revenue: One month of income doesn't tell the full story, instead look at the full year to see growth trends and forecast with confidence.
- Track Rolling 12-Month Profit: Revenue may be impressive, but itโs your profit that reveals if youโre actually building a healthy business.
- Calculate Average Monthly Expenses: Knowing your baseline costs prepares you for the unexpected and helps you build a proper emergency fund.
- Monitor Average Monthly Profit: This is your opportunity fundโitโs what you use to pay yourself, invest back into your business, and plan for growth.
- Review Year-to-Date Ownerโs Draws & Debt Payments: These arenโt reflected in profit but have a huge impact on your cash. Track them to know where your money really goes.
โญ Pro Tip for Kickstart Clients: If you're already a Kickstart Accounting, Inc. client, your monthly KSA financial Snapshot includes all 5 of these key metricsโno digging required! Pull up your Snapshot and follow along with this episode!
Topics Discussed:
Why These 5 Essential Business Numbers Matter (00:28 โ 03:32)
The Power of a Rolling 12-Month View (01:49 - 05:13)
The Truth About Profitability & Building a Financial Safety Net (05:13 โ 06:26)
Finding Out Where Your Cash Is Going (06:49 โ 08:11)
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 if the secret to building your dream business isnโt about saving more, but about spending smarter? In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., invites you to stop feeling guilty every time you make an investment in your business. Instead, learn how to spend with clarity, purpose, and profit in mind.
She walks you through the healthy spending percentages successful businesses use across categories like marketing, payroll, operations, and more to thrive. Youโll also get practical tools and reflection questions to help you make CEO-level money decisions that align with your short-term goals and long-term vision.
Key Takeaways:
- Spending is Necessary for Growth: Healthy businesses spend money, and the key is doing it with intention and a clear plan.
- Your Mindset Matters: Guilt-free spending starts with shifting how you view expensesโfrom โcostsโ to โinvestments.โ
- Budget by Business Season: Your businessโs financial plan should match the stage youโre in: growth, maintenance, or development.
- Know Your Numbers & Whatโs Healthy: Breaking down your expenses into healthy percentage benchmarks can help you make informed decisions.
- You Get to Define Success: Donโt compare your business to others. Use your goals to determine where your money should go.
Topics Discussed:
The CEO Mindset Shift: Spending as a Growth Strategy (01:01 โ 03:32)
Understanding Your Business Season and What It Means for Your Budget (03:34 - 06:03)
Healthy Percentage Benchmarks Breakdown (05:07 โ 14:34)
Using the Healthy Percentages Worksheet to Plan for the Future (14:40 โ 16:53)
Resources:
KSA Healthy Percentages Worksheet | KickstartAccountingInc.com/Healthy
How to Build Your Team Series | https://kickstartaccountinginc.com/category/hiring/
CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/
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
When it comes to running a thriving business, itโs not just the big moves that countโitโs the small, consistent ones that truly build momentum.
In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., shares the financial micro habits that high-performing CEOs use to stay aligned with their goals, grow strategically, and stay empowered all year long without burning out or second-guessing every decision. Whether youโre in a season of growth or a slower quarter, these habits can help you lead with clarity and confidence.
Key Takeaways:
- Automate for Success: Set up systems to automate your bookkeeping, savings, and financial analysis so you can focus on growth, not spreadsheets.
- Know Your Numbers Year-Round: Make tax planning a monthly habit, not a once-a-year panic. Know your estimates, and stash them away in a high-yield savings account.
- Pay Yourself Intentionally: Gradually increase your pay through sustainable salary and ownerโs draw strategies instead of inconsistent withdrawals.
- Consistency Over Trends: Stop pivoting your brand and offerings every quarter. Successful CEOs stay the course and master their strategy. They show up day after day, month after month, and put in the work.
- Your Time Is Money: How long are you going to have to work to recoup the money spent on that new course of software? Knowing your hourly rate helps put a purchase into perspective and allows you to determine if that item is worth the price.
- Spend Strategically, Not for the Tax Write-Off: Only invest in tools, services, or experiences that actually move the needle for your business. If the value is not worth the price tag, then itโs not worth the deduction.
- Talk to Your Money Team: Your financial team is your secret weapon. Book those calls, ask questions, and use their insights to make confident decisions and future-focused strategies.
Topics Discussed:
The Importance of Goal-Based, Automated Savings (00:45 โ 03:51)
How to Manage Monthly Tax Estimates Proactively (03:52 โ 05:10)
Growing How Much You Pay Yourself Over Time (05:10 - 06:03)
Why Consistency Beats Trendy Business Strategies (06:03 โ 08:28)
The Importance of Knowing Your Hourly Rate (08:29 โ 09:07)
Spending Strategically, Not Only for the Tax Write-Off (09:08 โ 09:53)
Connecting with Your Full Money Team Regularly (09:55 โ 14:23)
Resources:
KSA Calculator | How Much to Pay Yourself as a Business Owner
Build Your Money Team Episode | The 4 People You Want on Your Money Team
All Our Episodes & Articles on Taxes | Tackle Your Taxes with Kickstart Accounting, Inc.
KSA Tax Partners | https://ksataxpartners.com/
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
If youโve ever made a quick purchase that didnโt quite align with your financial goals, youโre not alone. It happens to the best of us! In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., tackles the challenge of impulse spending as an entrepreneur with a practical approach thatโs meant to empower you, not make you feel guilty.
Whether you're a free spender, saver, perfectionist, or balance seeker, this episode is filled with strategies you can use to stay in control of your money, help curb those impulse purchases, and make smarter financial decisions that align with your goals, personality, and core values.
Key Takeaways:
- Know Your Money Personality: Understanding whether you're a Free Spender, Saver, Perfectionist, or Balance Seeker can help you become more mindful of your financial habits and tailor your strategies accordingly.
- Step 1 - Budgeting as a Planning Tool: A budget isnโt about restriction, itโs your businessโs roadmap. Setting aside time to plan expenses helps you make smarter, more intentional decisions.
- Step 2 - Use the 48-Hour Rule: Delaying purchases by just two days can dramatically reduce impulse spending and give you space to assess alignment with your budget and goals.
- Step 3 - Donโt Decide Based on Price Alone: The cheapest option isnโt always the best fit. Consider alignment with your values, quality of service, and long-term ROI when choosing vendors.
- Step 4 - Review Existing Vendors First: Before jumping ship, explore whether your current tools or service providers can meet your evolving needs. Feedback and a simple conversation could reveal untapped value.
- Step 5 - Plan for Impulse Spending: Set aside an โallowanceโ in your budget for unplanned yet exciting opportunities. This helps you stay flexible without blowing up your financial goals.
- Step 6 - Avoid Last-Minute Decisions: Waiting until the final hour leads to rushed (and usually regrettable) choices. Plan ahead for renewals, tax time, and big expenses.
- Step 7 - Review Financials Monthly: Regularly reviewing your KSA Snapshot and financials keeps you grounded in reality, reveals patterns, and helps you make better decisions month over month.
- Bonus - Involve Your Money Team: Share your goals with your financial team so they can hold you accountable, offer insights, and help course-correct when needed.
Topics Discussed:
How Your Money Personality Type Affects Your Spending (00:00:16 โ 00:02:12)
Why a Budget is Necessary to Help with Spending Freedom (00:02:12 โ 00:03:02)
Ways to Help Curb Impulse Buying (00:03:02 โ 00:08:38)
Planning for Unexpected Opportunities or โAllowance Budgetingโ (00:08:38 โ 00:09:58)
Using Monthly Financial Reviews to Keep Your Spending Aligned with Your Goals (00:12:01 - 00:13:40)
Resources:
Money Personality Quiz | kickstartaccountinginc.com/quiz
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
In todayโs episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., dives into a topic that every small business owner needs to take seriously: cybersecurity. As entrepreneurs, weโre focused on growth, profitability, and strategy, but all of that hard work can be put at risk in an instant if we fall victim to cyber threats. A single phishing email, password breach, or scam can lead to lost revenue, stolen data, and massive headaches (and letโs be real, none of us have time for that!).
But donโt worry, weโve got you covered! Danielle breaks down the biggest cybersecurity threats facing small businesses and shares simple, practical steps to keep your business and finances safe.
Key Takeaways:
- Phishing Emails & Texts Are Everywhere: Be on the lookout for fake DocuSign requests, โunpaidโ toll or shipping texts, gift card scams, and urgent wire transfer emails. If something feels off, donโt click! Verify directly with the sender outside of the potential scam text or email before doing anything and immediately report it.
- Scammers Want You to Act Fast: Cybercriminals rely on urgency to trick you into clicking malicious links or sharing sensitive information; slow down and verify before taking action.
- Strong Passwords & Two-Step Authentication Are Essential: Using unique passwords and enabling two-step authentication makes it harder for hackers to gain access to your accounts. Yes, itโs annoying but itโs worth it!
- Backup Your Data to the Cloud: Use Google Drive or Microsoft OneDrive for automatic backups so that if your device is compromised, your business documents are safe and easily recoverable.
- Trust Your Gut & Double-Check Everything: If you werenโt expecting an email, text, or request for money or information, take a moment to verify before you click or send anything! Itโs always okay to say no and follow up through a secure method.
Topics Discussed:
Common Cyber Scams Targeting Small Businesses (00:01:06 โ 00:03:24)
How to Spot and Avoid Phishing Emails and Text Scams (00:03:24 โ 00:04:53)
Best Practices for Password Security and Two-Step Authentication (00:04:53 โ 00:06:42)
Why Backing Up Your Business Data is Critical (00:06:42 โ 00:07:43)
The Power of Slowing Down and Verifying Before You Click (00:07:43 โ 00:09:18)
Recap of Cybersecurity Steps to Take (00:09:18 - 00:10:51)
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
In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., sits down with Interior Designer and Eye for Pretty Owner Nicole Salceda for a candid conversation about small business growth and finance. Together, they deep dive into the journey of rightsizing a business, shifting from a "grow at all costs" mentality to building a business that aligns with your values, lifestyle, and personal priorities.
Nicole shares how she transitioned from saying "yes" to every opportunity to becoming intentional about the projects she takes on, the team she builds, and the way she manages her time. Her journey and insights are proof you donโt have to hustle more, do more, or โcatch upโ to someone to have a fulfilling and sustainable business.
Key Takeaways:
- Growth Doesnโt Always Have to Be the Goal: Scaling a business can be exciting, but true success comes from building a business that aligns with your lifestyle and values.
- Making Smart Financial Decisions: Know Your Numbers! Itโs easy to focus on revenue, but understanding expenses, profit margins, and cash flow is what truly leads to financial confidence.
- Business Seasonality - Managing the Highs & Lows: Every business has ups and downs. Learning how to anticipate slow seasons and plan accordingly can ease financial stress.
- Letting Go of Emotional & Ego-Driven Decisionmaking: Making choices based on what truly serves you and concrete data, rather than what looks impressive to others or how you feel without the numbers to back it up, leads to greater fulfillment and success.
Topics Discussed:
Scaling vs. Rightsizing Your Business (00:00:43 โ 00:05:18)
Shifting from Reactive to Intentional Financial Decisions (00:05:18 โ 00:11:28)
Navigating Seasonality and Cash Flow Challenges (00:11:28 โ 00:14:44)
The Mindset Shift from Hustle Culture to Purpose-Driven & Value-Aligned Entrepreneurship (00:15:02 โ 00:22:01)
References:
Eye for Pretty | https://www.eyeforpretty.com/
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
Taxes. Theyโre not the most exciting part of running a business, but theyโre unavoidable. If tax season snuck up on you and youโre staring down a bill you canโt pay, donโt panic, weโve got you covered!
In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., walks you through what to do when you canโt pay your IRS tax bill. From filing your return (even if you canโt pay right away) to exploring payment plan options, Danielle breaks it down with practical strategies to take control of your finances and stay out of trouble with the IRS.
Key Takeaways:
- Step 1 - Donโt Ignore the Problem: Avoiding your tax bill only makes things worse. The IRS can impose serious penalties, so taking action right away is crucial.
-
Always File Your Tax Return, Even If You Canโt Pay in Full: The failure-to-file penalty is significantly higher than the failure-to-pay penalty. Filing on time helps minimize extra costs.
-
Step 2 - Pay What You Can: Some payment is better than none. Put the amount of money towards the tax bill you can afford, and begin assessing the options available to you to pay the remaining balance.
- Step 3 - Evaluate Your Payment Options: The IRS offers short-term and long-term payment plans, often at lower interest rates than credit cards or loans.
-
Weigh Your Financing Choices Carefully: Compare the IRS interest rate (around 8%) with other options like credit cards or personal loans to determine the most cost-effective way to pay your tax bill.
-
Bonus Tips:
- Plan Ahead to Avoid Future Tax Surprises: Set aside money regularly for taxes, pay estimated taxes quarterly, and use financial statements to track your tax liability.
- Have a "Money Team": Having a trusted bookkeeper and tax accountant working together can help you stay ahead of tax season and avoid stressful surprises.
Topics Discussed:
Why You Shouldnโt Ignore Your Tax Bill (00:02:08 โ 00:03:06)
Filing Your Tax Return vs. Waiting Until You Can Pay (00:02:36 โ 00:06:43)
IRS Payment Plans and Evaluating All Financing Options (00:07:36 - 00:08:04)
Smart Strategies to Avoid This Situation in the Future (00:08:04 โ 00:11:17)
The Importance of a "Money Team" (aka a bookkeeper and tax accountant) (00:11:17 โ 00:12:15)
Resources:
All Our Episodes & Articles on Taxes | Tackle Your Taxes with Kickstart Accounting, Inc.
KSA Tax Partners | https://ksataxpartners.com/
Free Gift | โHow Much to Pay Yourself as a Business Ownerโ Calculator
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
When it comes to tax deductions and business expenses, business owners can often fall into two extreme mindsets, either trying to deduct everything under the sun or being too conservative and missing out on legitimate tax savings.
In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., and Kelsey Chester, Kickstartโs Lead Account Manager, break down tax deductions in a way thatโs clear and strategic. Theyโll walk you through what truly qualifies as a business expense, how to avoid common tax mistakes, and why smart financial planning is about more than just lowering your tax bill, while still claiming the savings you deserve.
Key Takeaways:
- Understand the โOrdinary & Necessaryโ Rule: The IRS allows deductions for expenses that are common in your industry and essential for running your business. If you can clearly explain the expenseโs purpose in an audit, youโre likely in the clear!
- Avoid IRS Red Flags: Overspending on out-of-the-ordinary purchases or misclassifying personal expenses as business ones can trigger unwanted IRS attention.
- Your Businessโs Health & Goals Matter: Trying to write off too many personal expenses can hurt your ability to get business loans or sell your company later.
- Separate Business & Personal Finances: Keep all business expenses on a business account or card to ensure clean, organized records. Your bookkeeper can only track and make deductions based on what they see in your business accounts.
- Smart Travel Deductions: Business travel is deductible, but the primary purpose must be work-related. A "board meeting" at Disney with your family? Not so much.
- Invest in the Right Money Team: Your bookkeeper, accountant, and tax strategist should be working to keep your finances organized, tax-efficient, and strategically planned all year long, not just at tax time.
- Think Long-Term with Tax Strategy: Lowering your tax bill is great, but donโt do it at the expense of your businessโs future. Plan ahead so deductions today donโt limit growth opportunities tomorrow.
Topics Discussed:
What Qualifies as a Business Expense? (00:00:06 โ 00:02:14)
Finding the Right Balance with Business Expense Deductions (00:02:14 โ 00:05:37)
The Importance of Paying Yourself a Reasonable Compensation (00:05:37 - 00:07:45)
Common Business Expenses & What You Should Be Deducting (00:07:45 โ 00:12:55)
Operating & Personal Expenses: Whatโs Deductible? (00:12:55 โ 00:20:52)
Travel Expenses: Whatโs Legitimate vs. Whatโs Risky (00:20:52 โ 00:22:54)
Tax Strategy & Planning with Your Money Team (00:23:39 โ 00:29:25)
Resources:
Episode 211 | The Smart Way to File Taxes: Why Tax Extensions Are Better Than Last-Minute Filings
Episode 212 | How to Pay Yourself as an S Corp Owner: Reasonable Compensation & Payroll Setup
Episode 213 | The Tax Write-Offs Youโre Missing as a Business Owner
Episode 126 | Small Business Gift Giving: A Holiday Tax Guide
Episode 136 | Health Care Tax Deductions for Small Business Owners Explained
Episode 137 | Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth
Episode 188 | Beyond the Business: Preparing for a Secure Retirement
KSA Tax Partners | https://ksataxpartners.com/
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
Are you leaving money on the table when it comes to your taxes? If you're a small business owner, the answer is probably yes! In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., covers the essential tax deductions you should be using but might be missing or ignoring. From turning charitable donations into advertising dollars to maximizing deductions on equipment, training, and even paying your children, Danielle breaks down tax strategies that can save you money while still maintaining a healthy business in line with your goals.
Key Takeaways:
- Charitable Donations Can Double as Marketing: Sponsoring events or donating branded items makes them deductible.
- Clothing & Equipment Expense Write-Offs: Add your logo to business attire as a uniform to make it a deductible expense, and really think through what personal expenses you use for your business, such as a new laptop or webcam.
- How to Make Gift Giving a Deduction: There are strict IRS limitations on gift giving, however gifting your employees or contractors with equipment that is pre-loaded with work content and/or branded is a way to gift as a deduction.
- Continuing Learning is a Business Expense: Whether itโs a conference, a training session, or even a book, if itโs an expense that contributes to your business and industry knowledge, no matter how small the cost, it is a business expense.
- Retirement & Healthcare Expense Deductions: Utilize HSAs, IRAs, and other plans to save on taxes while securing your future.
- Paying Your Children through Your Business: A structured payroll for your children not only is a tax deduction but also helps them build wealth, financial literacy, and their resume as a tax-paying individual.
- Strategic Business Travel & The Augusta Rule: A well-timed conference or workshop can combine personal and business travel the right way to increase deductions. Plus, learn how the Augusta Rule can help business owners with tax-free rental income for 14 days per year.
- Balancing Tax Write-Offs with Your Business Goals: Deducting expenses is important for tax savings, but, depending on what you want out of your business, deducting too much does have an affect on the overall value of your business, so you want to make sure your write-offs are in line with your goals.
Topics Discussed:
Pre-Tax vs. Post-Tax Spending (00:0:52 โ 00:04:26)
Charitable Donations as a Tax-Deductible Marketing Expense (00:06:51 โ 00:07:39)
Clothing & Equipment Deductions (00:08:10 โ 00:08:57)
Gift Giving as a Business Expense (00:10:22 โ 00:11:25)
Conferences, Training, & Learning Write-Offs (00:11:25 โ 00:12:26)
Retirement, HSA, and Healthcare Deductions (00:12:51 โ 00:15:06)
Paying Your Children (00:15:06 โ 00:16:25)
Capitalization Policy (00:16:26 โ 00:17:53)
Business Travel Write-Offs & The Augusta Rule (00:17:53 โ 00:23:50)
Striking the Balance between Deductions and Business Goals (00:20:02 โ 00:24:27)
Resources:
Episode 126 | Small Business Gift Giving: A Holiday Tax Guide
Episode 136 | Health Care Tax Deductions for Small Business Owners Explained
Episode 137 | Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth
Episode 188 | Beyond the Business: Preparing for a Secure Retirement
Free Gift | โHow Much to Pay Yourself as a Business Ownerโ Calculator
KSA Tax Partners | https://ksataxpartners.com/
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
So youโve made the leap and elected to become an S Corpโcongratulations! Now what? One of the most crucial (and often confusing) steps is figuring out how much to pay yourself through payroll. In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., is joined by Kickstartโs Lead Account Manager, Kelsey Chester, to break it all down for you, from finding a payroll provider to understanding "reasonable compensation" and how to stay compliant with the IRS.
They also dive into the common missteps business owners make as S Corps, seasonality in your income, and why treating yourself like the CEO of your business is instrumental to its success. If youโve ever wondered how to balance paying yourself and taxes as an owner, this episode is for you!
Key Takeaways:
- What is โReasonable Compensationโ: What factors the IRS considers to calculate a "reasonable" salary, and how to determine how much to pay yourself to stay tax compliant.
- Payroll Setup: How to set up payroll, even if youโre a solo business owner, and choose the right provider.
- Payroll vs. Ownerโs Draws: The differences between payroll wages and ownerโs draws, and how each impacts your taxes.
- Financial Stability: Navigate and plan for seasonal fluctuations in revenue so you can maintain consistent paychecks and avoid cash flow issues.
- Year-End Tax Planning: Avoid the mistake of waiting until the end of the year to pay yourself, and how to proactively plan to reduce tax stress.
Topics Discussed:
Payroll Setup and Payroll Providers (00:0:48 โ 00:04:49)
How to Determine โReasonable Compensationโ (00:05:13 โ 00:07:39)
Paying Yourself a Stable Salary and Planning for Taxes (00:09:26 โ 00:12:37)
CEO Mindset and Paying Yourself What You Deserve (00:12:37 โ 00:14:57)
Resources:
Episode 189 | LLC vs. S Corp: Which Is Right for Your Business?
KSA Tax Partners | Reasonable Compensation Analysis
Free Gift | โHow Much to Pay Yourself as a Business Ownerโ Calculator
KSA Tax Partners | https://ksataxpartners.com/
Preferred Payroll Provider | Gusto
*This content is not sponsored by Gusto
Book a Call with Kickstart Accounting, Inc.:
https://www.kickstartaccountinginc.com/book
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Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Feeling stressed about the April 15th tax deadline? You donโt need to be! Hereโs the good news, filing a tax extension isnโt just okay; itโs often the smartest financial move to make if youโre in a position of rushing to file your taxes by the deadline.
In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc. and KSA Tax Partners, breaks down everything you need to know about tax extensions, both the common misconceptions and benefits surrounding them as well as how they factor into tax prep.
Key Takeaways:
- Understanding Extensions: A tax extension provides an additional six months to file, but estimated taxes must still be paid by April.
- Tax Extension Myths: The IRS does not penalize or audit you for filing an extension; they just want their money on time.
- Accuracy Over Speed: Filing too quickly can lead to costly mistakesโaccuracy should come before speed.
- CPA Support: Most CPAs, including KSA Tax Partners, handle tax extensions automatically for their clients.
- Planned Tax Prep: Scheduled tax weeks at KSA Tax Partners ensure transparency and eliminate uncertainty.
Topics Discussed:
What Is a Tax Extension (00:00:31 โ 00:01:27)
Tax Extension Common Misconceptions and Benefits (00:01:27 โ 00:04:47)
Tax Prep and KSA Tax Partnersโ Approach (00:05:01 โ 00:08:18)
Resources:
KSA Tax Partners | https://ksataxpartners.com/
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
Running a business comes with ups and downs, but what happens when your numbers dip into the red? Donโt panic, there are actionable steps you can take to turn things around! In this episode, host Danielle Hayden, founder and CEO of Kickstart Accounting, Inc., breaks down what it really means to be "operating in the red" and, more importantly, provides practical strategies on what you can do to regain profitability.
Learn how to identify the root cause, make smart adjustments, and build resilience for the future. Whether this is a short-term hurdle or a bigger challenge, weโve got you covered with exact steps to help you get back on track!
Key Takeaways:
- What is โOperating in the Redโ: "Operating in the red" means your expenses are higher than your revenue. Knowing how to identify it in your financial statements can make all the difference in regaining profitability.
- Assess the Causes: Determine if your situation is due to a one-time expense, seasonality, a market shift, or something else entirely to take the right action.
- Cut Smart, Not Hard: Reduce non-personnel expenses first before making decisions that may negatively impact your team, efficiency, and/or business growth.
- Build a Cash Reserve: Having a financial cushion can help your business weather slow periods and unexpected costs.
- Mindset Matters: Shifting your perspective on financial setbacks can empower you to take proactive steps instead of reacting out of fear.
Topics Discussed:
What Does It Mean to โOperate in the Redโ (00:00:39 โ 00:02:11)
Assessing the Causes of Profit Loss (00:02:12 โ 00:07:39)
Determining Where to Cut Expenses (00:08:24 โ 00:10:06)
Identifying the Problem and Learning from It for the Future (00:10:08 โ 00:14:12)
Managing Your Money Mindset Through Tough Times (00:14:12 โ 00:20:03)
Resources:
Episode 75 | Finding Profitability in Your Business
Expense Grading Worksheet | https://kickstartaccountinginc.com/grading
Money Mindset Mastery Program | https://www.e-suite.co/money-mindset-mastery-sales-page
Kickstartโs Courses | https://www.e-suite.co/our-programs
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
Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., is joined by Kelsey Chester, Kickstartโs Lead Account Manager, to explore a game-changing topic for your business, specialized KPIs (Key Performance Indicators), and how Kickstartโs CFO services and financial Snapshot help small business owners (like you!) track the right financial metrics for your business in order to support sustainable growth and achieve your goals.
While many fall into the trap of focusing on top-line revenue, Kelsey and Danielle dive into how true financial health comes from understanding profitability, cash flow, expenses, and other key indicators that are specific to your business.
Key Takeaways:
- What are KPIs: Understanding key performance indicators and their impact on business growth.
- Generalized vs. Specialized KPIs: Why customized metrics matter more than one-size-fits-all benchmarks.
- Client Success Stories: Real-life examples of businesses optimizing growth through specialized KPIs.
- Kickstartโs CFO Services & KPI Tracking: How Kickstartโs CFO expertise and Snapshot helps you monitor financial health at both a high level and with precision.
- CFO Services Process: A step-by-step look at how we onboard business owners, set goals, and create financial strategies.
Topics Discussed:
What are KPIs and Why They Matter (00:01:26 โ 00:05:35)
Client Case Study: Tracking Every Cost for Healthy, Sustainable Growth (00:05:35 โ 00:09:15)
Kickstartโs CFO Services & Onboarding Process (00:09:15 โ 00:15:15)
Resources:
CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/
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
In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., tackles the challenges of managing seasonal ups and downs in your business. From fluctuating cash flow to balancing tax planning and growth goals, Danielle shares actionable strategies to help you weather any season stress-free with KSAโs framework.
Whether youโre an entrepreneur dealing with summer slumps, winter lulls, or unexpected expenses, this episode is packed with insights to help you stay ahead. Learn how to identify seasonal trends, plan effectively, and keep your mindset strong, no matter what challenges the season youโre in brings!
Key Takeaways:
- Understanding Seasonality: Use your financial data to identify patterns of seasonal sales and profits by running a profit and loss report by month (covering at least 24 months) to spot trends.
- Types of Seasonality: There are different kinds of seasonality: the peaks and dips in sales revenue that are tied to the calendar or seasons, and the fluctuations caused by grouped expenses like subscriptions or annual costs.
- Preparation is Key:
- Build a cash reserve of 1-3 months of cash outlay.
- Save 25% of net income for taxes.
-
Secure a line of credit during peak periods for added flexibility. Donโt wait until youโre in desperate need and are scrambling!
-
Maximize Downtime: Slower seasons are the perfect time for strategic planning, professional development, system audits, and personal well-being.
- Strategies for Peak Seasons: Despite high cash flow, this is the time to avoid overspending and start saving for the off-season.
- Managing Your Debt Mindset: Overcoming the fear of debt allows you to stay adaptable and open to new approaches throughout the year, which opens your business up to growth and improvement opportunities.
Topics Discussed:
Client Case Study: Navigating Seasonality and Tax Challenges (00:01:09 โ 00:03:57)
Step 1 - Identifying Seasonality Trends (00:04:23 โ 00:05:05)
Step 2 - Identifying the Type of Seasonality (00:05:05 โ 00:07:35)
Step 3 - Preparing for Seasonality (00:07:35 โ 00:15:15)
Step 4 - Managing Your Debt Mindset (00:15:17 โ 00:17:26)
Resources:
Cash Flow Worksheet | kickstartaccountinginc.com/cash
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
As we kick off 2025, it's time to align our business goals with our spending. Remember when we all canceled cable to save money but ended up with ten streaming services? Yeah, subscriptions can add up, both personally and professionally!
In todayโs episode, reformed corporate CFO and founder of Kickstart Accounting, Inc., Danielle Hayden, tackles a sneaky area of your budget: business subscriptions. They may seem small, but they can snowball into big costs, and possibly outgrow their usefulness. With this 5-step plan, letโs audit those expenses and make sure every dollar spent supports your goals.
Key Takeaways:
- Start with Intention: Set your 2025 intentions before diving in. Clarity on your goals is essential before evaluating expenses!
- Step 1 - Audit Your Subscriptions:
- Pull all recurring expenses using your accounting software. Include monthly, quarterly, and annual subscriptions.
-
Organize your data: list vendors, costs, functions, and usage frequency.
-
Step 2 - Evaluate by Asking the Big Questions:
- Does this subscription align with your 2025 focus?
- Does it provide ROI, i.e. saving time, generating leads, or improving efficiency?
-
Is it still suitable for your current business stage?
-
Step 3 - Decision Time:
- Cut: If it no longer serves your goals or offers ROI.
- Keep: If itโs essential, but review it mid-year for relevance.
-
Optimize: Train your team, use advanced features, and ensure maximum value.
-
Step 4 - Present Your Findings: Share what you found with an accountability partner, whether it be your board, team, or bookkeeper.
- Step 5 - Conduct Regular Reviews: Schedule quarterly reviews to ensure your subscriptions are still aligned with your business goals and driving growth.
Pro Tip: Budgets arenโt about restrictions; theyโre about spending intentionally. Create a plan that aligns expenses with your revenue and goals.
Topics Discussed:
Audit Your Subscriptions (00:01:22 โ 00:06:35)
Evaluate by Asking the Big Questions (00:06:35 โ 00:14:35)
Decide to Cut, Keep, or Optimize (00:14:35 โ 00:16:37)
Regular Reviews and Presenting Findings (00:16:37 โ 00:17:06)
Budgeting Pro Tip (00:17:30 โ 00:17:55)
5-Step Subscription Audit Plan Summary (00:17:55 โ 00:18:54)
Resources:
Episode 203 | Ditch New Yearโs Resolutions and Build Habits for Sustainable Business Growth
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
High-yield savings accounts (HYSAs) are creating buzz in the business world, and for good reason! In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., dives into how high-yield savings accounts can help business owners make the most of their cash reserves. With action steps you can take today, Danielle lays out how to use HYSAs as a smart, low-risk tool for growing your money while still keeping it accessible. Have your money work for you as it sits in savings!
Key Takeaways:
- What is a High-Yield Savings Account (HYSA): Danielle explains how HYSAs differ from traditional accounts and why theyโre a smart choice for short-term savings, earning you hundreds, or even thousands, of dollars in interest with minimal effort.
- Key Considerations When Choosing an HYSA:
- Transfer times: How long it takes to move funds back to your checking account.
- Transaction limits: Planning around monthly withdrawal caps to avoid penalties.
-
FDIC insurance: Ensuring your money is protected.
-
Common Pitfalls to Avoid:
- Why your account name matters for proper accounting and legal compliance.
-
The difference between business and personal savings and how to ensure you're staying tax-compliant.
-
Action Steps:
- Open a high-yield savings account for your business if you havenโt already.
- Ensure your account is in the correct name (business or personal) based on your savings purpose.
- Review your current cash savings strategy and evaluate your options to choose an HYSA that aligns with your financial goals.
Topics Discussed:
What is a High-Yield Savings Account (HYSA)? (00:00:23 โ 00:01:10)
Benefits of HYSAs for Business Owners (00:01:10 โ 00:02:03)
Choosing the Right HYSA (00:02:03 โ 00:03:30)
The Financial Impact of HYSAs (00:03:30 โ 00:04:24)
Proper Use and Compliance Tips (00:06:24 โ 00:09:05)
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
The abrupt closure of Vancouver, Canada-based venture capital bookkeeping and accounting firm, Bench, left 30,000 business owners scrambling last month and also served as a powerful wake-up call: how well do you know your bookkeeping partner and are they really working for you? In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., discusses what we can learn from the fallout of Bench Accountingโs unexpected shutdown and shares must-know tips for choosing an accounting partner whoโll support your business with stability, transparency, and care.
From spotting red flags, like use of proprietary software that can trap your data, to finding a team that supports your goals, Danielle equips you with the questions you need to ask before partnering with a bookkeeping or accounting firm. That way you can make the switch to a partner you trust and is truly there for your business.
Key Takeaways:
- The Importance of Monthly Financial Statements: Ensure your bookkeeper isnโt just handling your numbers but is providing clear, consistent financial reports to help you make informed decisions.
- Stay in Control of Your Data: Avoid accounting services that use proprietary software, which limits access to your data and ultimately, can halt your businessโs momentum. Choose partners who give you full control over your financial history.
- Choose a Team That Cares: Your bookkeeping partner should celebrate your wins, support you through challenges, use transparent practices, and provide personal, reliable communication. In other words, give you genuine human connection and insights.
- The Value of a Well-Established Brand with a Proven Track Record: Stability matters. Work with firms that have a reputation for success built on a strong foundation with long-term goals and a commitment to their clients, not ones susceptible to abrupt closures or operational risks.
Topics Discussed:
The Bench Accounting Shutdown (00:00:21 โ 00:03:28)
Checklist for Choosing the Right Bookkeeping and Accounting Partner (00:03:28 โ 00:07:30)
Why Kickstart Accountingโs Framework Is a Step Above the Rest (00:08:22 โ 00:12:38)
Kickstartโs Seamless Onboarding Process for Hassle-Free Switching (00:12:05 โ 00:13:04)
Get Started with Kickstart Accounting, Inc. Today:
kickstartaccountinginc.com/signupnow
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
The New Year is here, bringing fresh opportunities to take your business to the next level! In this annual episode, Danielle dives into the trends for small business owners and their finances, breaking down whatโs โinโ and โoutโ for 2025. From goal-oriented budgeting and game-changing financial habits to mindset shifts and ditching outdated spreadsheets, weโre covering everything you need to tackle your business finances with clarity, confidence, and efficiency this year. Tune in and get ready to thrive in 2025!
Key Takeaways:
- In with Goal-Oriented Budgeting: Traditional budgeting feels restrictive, but this year, itโs all about giving yourself permission to spend strategically to fuel growth.
- Consistent Financial Review Routines: Make reviewing your financials enjoyable! Ways successful CEOs build accountability into their routines, whether itโs a coffee shop treat or quarterly check-ins with a financial team.
- Embracing Financial Education: Stop avoiding your numbers! In 2025, weโre flipping the script and using financial data to feel empowered and make informed decisions.
- The Power of Gratitude in Business: Learn how integrating gratitude into your planning process can fuel growth and help you celebrate wins instead of rushing to the next goal.
Topics Discussed:
The Shift to Goal-Oriented Budgeting (00:00:26 โ 00:00:52)
The Power of Consistent Financial Review Routines (00:00:52 โ 00:02:18)
Embracing Technology and Tools to Streamline Operations (00:03:20 โ 00:04:27)
Whatโs OUT in 2025: Overcommitting and Outdated Habits (00:05:09 โ 00:05:57)
Mindset Shifts for Business Growth in 2025 (00:07:25 โ 00:08:18)
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
If the "New Year, New Me" mantra feels overwhelming or unsustainable, this episode is your antidote. In this episode, CEO and founder of Kickstart Accounting, Inc., Danielle Hayden, dives into a fresh, intentional approach to the new year, replacing lofty resolutions with strategic, habit-based goal setting. Say goodbye to the all-or-nothing mindset and hello to a year grounded in clarity, purpose, and realistic growth.
Key Takeaways:
- Forget Resolutions โ Choose Intention: Danielle encourages you to ditch the pressure of creating a "new you" and instead focus on setting an intention or theme for the year that aligns with the life and business you want to build.
- Build Sustainable Habits: Use strategic, habit-based planning inspired by books like Atomic Habits by James Clear. Itโs about the small, consistent actions that build momentum.
- Use Data to Plan Realistically: Rely on your financials and historical data to map out goals. Dream big, but let your numbers guide the path.
- Create a Roadmap with a Budget: A budget isnโt about restriction; itโs your clarity and direction. Danielle explains how to make it measurable and actionable.
- Accountability is Key: Whether itโs a coach, peer group, or the Kickstart Accounting team, surround yourself with people who will hold you accountable to your goals.
- Embrace Flexibility: Life happens! Falling off track doesnโt mean failure. Check in quarterly, adjust your plans, and give yourself the grace to adapt.
Action Steps
- Set your intention or word of the year. Let it anchor your decisions and habits.
- Map out the daily habits, systems, and team support youโll need to achieve your theme.
- Use your financial data to set realistic growth goals for the year.
- Build a budget as your roadmap to guide decision-making throughout the year.
- Find an accountability partner or coach to help you stay on track and adjust as needed.
- Schedule quarterly check-ins to review your financials, re-forecast your goals, and course correct.
Topics Discussed:
Why New Year's Resolutions Fail (00:00:24 - 00:02:21)
A Habit-Based Approach to Goal Setting (00:02:58 - 00:05:11)
Mapping Out Habits, Systems, and Support (00:05:11 - 00:06:30)
Using Financial Data to Set Realistic Goals (00:06:30 - 00:08:11)
Accountability and Adapting to Change (00:09:01 - 00:11:21)
Resources:
Build a Budget Series
CFO Services | kickstartaccountinginc.com/cfo
Book Recommendation | James Clearโs Atomic Habits
Free Money Personality Quiz | kickstartaccountinginc.com/quiz
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
If youโre thinking about automating your bookkeeping, there are a few things you may want to know and take into consideration first. In this episode, Danielle Hayden, host and founder of Kickstart Accounting Inc., welcomes Kelsey Chester, Kickstartโs Lead Account Manager, back to the show to discuss a topic that's taken the world by storm this year: Artificial Intelligence (AI). They dive into how the popularity of AI-driven technologies are impacting bookkeeping and financial management.
They explore both the intriguing possibilities of AI and the potential risks of relying solely on it to do your businessโs finances. From tools like ChatGPT to automated invoicing systems, theyโre breaking down whatโs hype, whatโs helpful, and where human expertise still rules. Before you put your bookkeeping in AIโs hands, take a listen to this episode!
Key Takeaways:
- The Buzz Around AI: How AI tools have been incorporated into business software and you may not even know youโre using it at times.
- AIโs Role in Bookkeeping: Key tasks AI claims to streamline, including automated data entry, expense categorization, invoicing and billing, and financial analysis and tax prep.
- Why AI Alone Isnโt Enough: Real-life examples of AI mishaps in bookkeeping, including costly errors like misclassified expenses, duplicated revenue, and even invoicing chaos.
- The Importance of Expertise: Why trusting AI without knowledge of bookkeeping basics can be a recipe for disaster and why a skilled money team is still irreplaceable.
- Security Concerns: What happens to your financial data when you use AI? You may not be able to ensure sensitive information stays protected when using it.
- The Value of the Human Touch: Insights into how a dedicated team brings expertise, accountability, and personalization that AI simply canโt replicate.
Topics Discussed:
AI in Bookkeeping: Overview (00:00:19:18 - 00:00:52:00)
Potential Uses of AI in Financial Management (00:00:52:00 - 00:02:31:01)
AIโs Limitations in Bookkeeping (00:02:31:01 - 00:06:53:17)
Expense Categorization and Automation Issues (00:06:53:17 - 00:08:01:14)
AI Challenges with Invoicing and Payments (00:08:01:14 - 00:09:23:29)
The Need for Human Oversight (00:09:23:29 - 00:11:05:07)
Security Concerns with AI (00:11:05:07 - 00:12:05:09)
Complexity, Cost, and Human Trust (00:12:05:13 - 00:13:47:04)
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
Cash flow is the lifeblood of every business. In this episode, guest host and Kickstartโs Business Development Manager, Aubrey Philipp, walks through 8 actionable steps you can take to help improve cash flow and keep a consistent inflow, whether youโre looking to boost short-term profits or build a strong foundation for long-term success.
From determining your financial focus to strategically using debt, this episode has tips every entrepreneur and business owner can apply today to take control of their cash flow!
Key Takeaways:
- Understand Your Financial Focus: Decide whether to prioritize short-term profits or long-term value. This clarity will guide your decisions and strategies.
- Assign Ownership: Every line on your income statement should have a designated team member who takes responsibility for that line to ensure accountability and alignment with your businessโs goals.
- Assess Client Profitability: Identify clients or services that are consistently unprofitable and consider letting them go to free up resources for more lucrative opportunities.
- Collect Payments Upfront: Improve cash flow and reduce unpaid invoices by requiring deposits, retainers, or full payments before work begins.
- Bill Early and Often: Frequent billing keeps cash coming in and reduces delays in payments. Break invoices into smaller, more manageable installments if possible.
- Dedicate Time to Implementation: Block time regularly to act on strategies that enhance your cash flow. Consistency is key to success.
- Use Debt Strategically: When planned properly, debt (like a line of credit) can be a powerful tool to stabilize cash flow and fund growth.
- Monitor and Adjust Regularly: Cash flow management is an ongoing process. Review your finances regularly and tweak strategies as needed to stay ahead.
Topics Discussed:
The Importance of Cash Flow (00:24 - 00:50)
Step 1: Determine Your Financial Focus (00:51 - 01:25)
Step 2: Assign Responsibility for Each Line in Your Income Statement (01:25 - 02:03)
Step 3: Assess Profitability by Client and Service (02:03 - 02:29)
Step 4: Collect Payments Upfront (00:03:03 - 00:03:35)
Step 5: Bill Early and Bill Often (03:35 - 04:01)
Step 6: Dedicate Time to Implement Strategies (04:01 - 04:28)
Step 7: Use Debt Strategically (00:04:28 - 00:04:48)
Step 8: Monitor and Adjust Regularly (04:48 - 05:14)
Resources:
Episode 200 | Cash Flow: Are You the Problem? Why Consistency is Key to Sustainable Revenue
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
In this episode, Danielle Hayden, host and founder of Kickstart Accounting Inc., dives into a challenge many entrepreneurs face: how to bring cash into your business without falling into the trap of constant pivoting. With cash flow struggles top of mind for many business owners, Danielle makes the case for staying consistent with your core offerings rather than introducing new ones.
She explores the common mistakes visionary entrepreneurs make when they chase shiny new ideas, shares the importance of giving strategies time to yield results, and emphasizes why consistent effort is the key to long-term, sustainable cash flow.
Key Takeaways:
- Consistency > Constant Change: Real business growth happens when you stick with your core strategies and offerings long enough to see results.
- Shiny Object Syndrome: Visionary entrepreneurs thrive on new ideas but often struggle with focus. Resist the urge to pivot every time progress feels slow.
- Compounding Efforts: Success lies in the โboringโ repetition of what works. Consistency builds trust, credibility, and, ultimately, cash flow.
- Balance Innovation with Fundamentals: Leave room in your budget to experiment with new strategies while staying committed to your foundational offerings.
Topics Discussed:
Introduction: The Challenge of Cash Flow (00:00 - 00:29)
Why Visionaries Struggle with Consistency (01:24 - 03:12)
Sustainable Cash Flow through Consistency (03:32 - 04:27)
Applying Pressure and Staying Consistent (05:22 - 06:22)
Balancing Innovation with Consistency (06:59 - 07:48)
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
The holidays are here, and itโs the perfect time to show appreciation for the people who make your business thriveโyour employees, contractors, and clients. But we know that gift-giving as a business owner can feel tricky. So, how do we balance generosity while staying compliant with the IRS?
In this episode, host Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., is here to guide you through the gift-giving process in a way thatโs simple, stress-free, and keeps you tax-compliant. From what counts as a deductible gift to thoughtful ways to give your team a boost of morale and company culture, Danielle breaks it all down in an easy-to-follow framework. Whether youโre planning something small or looking to go big, this episode will help you gift confidently and compliantly, all while making your team and clients feel truly valued.
Key Takeaways:
- Follow IRS Gift Rules: Gifts to employees must be tangible and under $75 to remain tax-free, while cash or gift cards are always taxable.
- Use a Gift-Giving Framework: Clarify your motivation, identify the recipient, consider the perceived value, and ensure the gift aligns with IRS limits.
- Make Payroll Gifts Meaningful: Create special moments around payroll-based gifts with personalized communication or gross-up amounts to cover taxes.
- Document for Deductions: Keep detailed records of all business gifts, including cost, recipient, and purpose, to ensure tax compliance.
- Consider Personal Gifting Options: Use ownerโs draws for personal generosity while ensuring compliance with salary requirements for S Corp owners.
Topics Discussed:
What Qualifies as a Business Gift (00:00:50 - 00:01:25)
Framework for Business Gift-Giving (00:02:17 - 00:04:36)
IRS Rules for Gifts to Employees (00:05:03 - 00:08:38)
IRS Rules for Gifts to Contractors & Clients (00:08:39 - 00:10:18)
Gift Recordkeeping (00:12:09 - 00:13:01)
Giving Gifts with Ownerโs Draws (00:13:28 - 00:15:21)
Resources:
Free Guides | https://kickstartaccountinginc.com/Gift/
How to Pay Yourself as a Business Owner
6 Tax Tips Every Business Owner Should Know
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
In this episode, weโre diving into something unexpectedly powerful: how gratitude can transform our mindset and lead to financial success. Host Danielle Hayden, founder and CEO of Kickstart Accounting, Inc., has helped thousands of entrepreneurs take control of their numbers and build thriving businesses over the years. But hereโs the thing, success isnโt just about the numbers. Our mindset plays a huge role, and thatโs where gratitude comes in.
Danielle shares how a simple daily gratitude practice can help reduce stress, boost motivation, and shift from a scarcity mindset to one of abundance. Whether weโre tackling tough financial decisions, working toward big business goals, or just looking for ways to stay energized and focused, taking a moment to celebrate our progress can help us find new focus and continue to grow businesses we love!
Key Takeaways:
- Why Gratitude Matters: Discover how gratitude enhances relationships with team members and clients, shifts your mindset from scarcity to abundance, and boosts motivation and focus.
- Gratitude as a Daily Practice: Learn how listing things you're grateful forโwhether 3 or 20โcan rewire your brain, reduce stress, and help you celebrate progress.
- Overcoming Financial Stress: Danielle explains how gratitude can help business owners release financial anxiety, make more strategic decisions, and stay motivated during challenging times.
- Budgeting with Gratitude: Shift your perspective on budgeting from limitation to empowerment, focusing on the opportunities it brings for growth and impact.
- How to Start Your Gratitude Practice: Simple, actionable steps to incorporate gratitude into your daily routine, including journaling, setting goals, and celebrating wins with your team.
Topics Discussed:
Introduction to Gratitude and Financial Success (00:00:00 - 00:00:57)
Shifting from Scarcity to Abundance (00:02:06 - 00:03:01)
Boosting Motivation and Celebrating Small Wins (00:03:01 - 00:03:54)
Reducing Financial Stress with Gratitude (00:03:54 - 00:04:56)
Practical Steps to Start a Gratitude Practice (00:07:45 - 00:08:48)
Resources:
Money Personality Quiz | kickstartaccountinginc.com/quiz
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
As the year winds down, itโs time to tackle an important yet often overwhelming task for many business owners: preparing for 1099s and tax season! In this highly-requested episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., teams up with Kelsey Chester, Kickstartโs Lead Account Manager, to deliver a step-by-step guide to staying organized and compliant with IRS rules when filing your taxes.
Whether youโre a seasoned business owner or just starting out, this episode has something for you. From IRS compliance to best practices for collecting W9s and knowing when to transition contractors to employees, Danielle and Kelsey cover it all with practical advice and actionable insights to help you tax prep with confidence.
Key Takeaways: * Understanding W9s and 1099s: A W9 gathers contractor info, while a 1099 reports payments over $600โalways collect a W9 before paying contractors. * Best Practices for W9 Collection: Collect W9s electronically, store them securely, and require submission before issuing payments. * Payment Methods and 1099 Requirements: Personal Venmo/Cash App payments may require a 1099, while business platforms like PayPal might issue them automaticallyโverify with the platform. * Contractor vs. Employee: Contractors control their work methods and tools, while employees follow your guidance, schedule, and use your resources. * Making the Shift to Employees: Transitioning to employees ensures compliance, builds retention, and avoids IRS penalties for misclassification. * Plan Ahead for Payroll Setup: Start payroll planning early to streamline the January rush.
Topics Discussed: What is a 1099 and a W9? (00:01:08 - 00:02:57)
Best Practices for Collecting W9s (00:02:57 - 00:04:12)
Storing W9s and Organizing Financial Records (00:04:12 - 00:05:10)
Who Needs a W9 and When to Collect It? (00:05:10 - 00:06:34)
Payment Methods and IRS Guidelines (e.g., Cash App, Venmo) (00:06:34 - 00:08:23)
Difference Between Contractors and Employees (00:08:23 - 00:11:32)
When to Move Contractors to Employees (00:11:32 - 00:14:20)
Benefits of Hiring Employees (00:14:20 - 00:15:00)
Clarification on Employee Benefits for Part-Time Employees (00:15:00 - 00:15:19)
Summary and Getting Help (00:15:55 - 00:18:28)
Resources:
Tax Forms | https://www.irs.gov/
Free Guides | https://kickstartaccountinginc.com/gift/
6 Tax Tips Every Business Owner Should Know
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
Have you ever found yourself using your personal credit card for business expenses? Or maybe youโve accidentally paid for a personal expense from your business account? Trust us, youโre not alone! In this episode, host and CEO of Kickstart Accounting, Inc., Danielle Hayden, breaks down why itโs crucial to keep your business and personal finances separate and the steps you can take to make sure itโs all sorted (even if things have gotten a little mixed up already).
Danielle dives into the often-overlooked consequences of commingling funds, which can impact your legal protections, make bookkeeping messy, and even increase your risk of an IRS audit. But donโt worry! Weโre here to help you understand the risks and, most importantly, what to do if youโve already blurred those lines a bit with practical steps you can implement now.
Key Takeaways: * Legal & Financial Protection: Danielle explains how mixing funds can โpierce the corporate veil,โ leaving personal assets exposed in case of legal claims. Keeping accounts separate ensures you maintain your businessโs legal integrity. * Impact on Business Health: When you blend personal and business expenses, it becomes nearly impossible to get a true read on your financial health. Separating expenses helps you pinpoint whatโs working in your business, what isnโt, and whether cash flow issues are related to personal or business spending. * IRS Risks & Tax Deductions: Discover why commingling could increase your chances of an audit and how clean financial records can help you maximize deductions and minimize stress. * Action Steps if Youโve Already Commingled: Danielle walks through actionable steps to sort it all out, from categorizing personal expenses as ownerโs draws to creating an accountable reimbursement plan. * Regularly Reviewing Credit Cards: Thinking about rewards? Danielle shares why itโs worth finding a business card with perks you love, so you wonโt feel tempted to use your personal card. * Get Help When You Need It: If managing finances alone feels overwhelming, Danielle invites you to connect with her team at Kickstart Accounting for reliable, ongoing support to keep your finances in check.
Topics Discussed: Examples and Risks of Commingling (00:00:28 - 00:02:20)
Impact on Business Health (00:02:46 - 00:04:03)
Cash Flow and Commingling (00:04:03 - 00:05:01)
Challenges in Tax Deductions and IRS Risks (00:05:01 - 00:06:25)
What to Do if You Have Already Commingled (00:06:25 - 00:07:34)
Action Steps for Business Owners (00:08:04 - 00:11:12)
Wrap-Up โ Importance of Recording All Business Expenses Properly (00:11:12 - 00:12:03)
Resources:
Free Guides | https://kickstartaccountinginc.com/gift/
How to Pay Yourself as a Business Owner
6 Tax Tips Every Business Owner Should Know
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
Itโs that time of year again! In this episode, host and CEO of Kickstart Accounting, Inc., Danielle Hayden, dives into the topic on every business ownerโs mind toward the end of the yearโbonusesโa perfect way to celebrate and reward your teamโs hard work! With Danielleโs easy 4-step framework, sheโll walk you through how to structure bonuses thoughtfully, so you can show appreciation while keeping your business financially strong. Get ready to learn practical, step-by-step strategies that will help make rewarding your team a stress-free, financially savvy experience!
Key Takeaways: * Determine Profitability: Only consider bonuses if your business is profitable, verified by examining the year-to-date net income. * Check Cash Reserves: Ensure that sufficient cash is available to avoid cash flow issues. Ideally, set aside funds throughout the year to prepare for bonuses. * Allocate a Bonus Pool: Danielle recommends distributing 10% of net income as a guideline, though this depends on your business's performance and goals. * Identify Eligible Employees: Assess eligibility by listing all employees and evaluating their tenure, alignment with company values, and overall performance over the year. She suggests categorizing performance levels (exceptional, meets expectations, or below expectations) to ensure fair distribution. * Plan the Timing: Choose when to pay bonuses based on tax strategy. Paying before year-end counts toward this yearโs expenses, while paying afterward counts toward next year.
Topics Discussed: Introduction to Team Bonuses and Financial Stability (00:00:00 - 00:00:51)
Framework Overview for Bonus Distribution (00:00:51 - 00:01:25)
Step 1: Determine Year-to-Date Net Income (00:01:25 - 00:02:45)
Step 2: Check Cash Balance (00:02:45 - 00:03:27)
Step 3: Decide Bonus Pool Amount (00:03:27 - 00:04:09)
Step 4: Identify Eligible Employees (00:04:09 - 00:06:28)
Step 5: Importance of Timing for Tax Purposes (00:07:30 - 00:08:47)
Summary of Bonus Distribution Framework (00:08:47 - 00:09:55)
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
Struggling to hit revenue goals in your business? Budgeting without a plan might be holding you back. In this episode, Danielle and Kris Dunaway break down how a CFO partnership gives you a clear roadmap to achieve your goals, bringing clarity, strategy, and real growth to your finances. You'll learn the power of a rolling budget, how to adjust spending as you grow, and smart strategies to manage and reduce debt with Kickstart Accounting Inc.โs tailored CFO framework. Listen in to discover how a CFO partnership can take your business to the next level!
Key Takeaways:
- Understand the difference between one-time budgets and rolling budgets, including how each can guide your spending throughout the year.
- Learn how Kickstart Accounting Inc.โs CFO framework goes beyond traditional bookkeeping to help business owners reach their goals.
- Get tips on debt management and repayment strategies to reduce your financial stress.
Topics Discussed:
Services included in a CFO partnership (1:17)
Annual budgets versus rolling budgets (3:38)
Setting goals with the Kickstart Accounting Inc. CFO framework (7:55)
Why budgets are so important in small business (12:47)
Debt management and repayment strategies (13:46)
The benefits of CFO partnerships (16:11)
Resources:
Learn more about Kickstart Accounting Inc.โs CFO Services!
https://kickstartaccountinginc.com/CFO
Book a Call with Kickstart Accounting, Inc.:
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
If you have a problem sticking to a budget, this episode has solutions. Host Danielle Hayden shares six simple strategies that will help you stay on budget no matter what your financial goals are. From how to avoid overspending to preparing for unexpected expenses, these actionable strategies will keep you in control of your finances without feeling restricted. Listen now to learn how to use this expert guidance to achieve your goals while managing your business finances!
Key Takeaways:
- Discover six practical strategies that will help you stick to your budget.
- Learn how to spend money intentionally based on your goals and Money Mindset Personality Type.
- Underspending can be just as harmful as overspending, limiting your ability to meet both short and long-term business goals.
- You should use budgeting as a flexible tool to adapt to changes in your business while staying focused on your financial goals.
Topics Discussed:
Budgeting success story: a client transformation (2:04)
Introducing 6 strategies to help you stay on budget (5:11)
How to budget based on your Money Mindset Personality Type (9:26)
Why you should implement a contingency fund (11:46)
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Ever feel like your business is thriving, but you can't seem to keep up with the finances? Brandee Gaar, a luxury event planner and wedding industry thought leader, found herself in this exact situation. In this episode, she shares how embracing budgeting and forecasting transformed her business, helping her navigate seasonal fluctuations, ensure consistent payroll, and plan for sustainable growth.
Join host Danielle Hayden and guest Brandee Gaar as they dive deep into the world of business financials, exploring how budgeting goes beyond just tracking revenue. Discover how to leverage all your business data to monitor progress, align spending with your goals, and avoid tax surprises. Tune in to learn how budgeting can provide you with financial clarity and peace of mind!
Key Takeaways:
- Budgeting gives business owners the freedom to invest in their business with confidence.
- Reforecasting can help you manage cash flow, minimize tax burdens, and navigate seasonal changes in your business.
- Creating a realistic budget aligned with long-term goals is crucial for business success.
- Active involvement in your finances is key to making smart business decisions.
Topics Discussed:
Why budgeting is the backbone of a business (1:25)
Forecasting to navigate seasonal changes in business (4:37)
Budgeting versus goal setting (8:45)
Using your numbers to accurately (11:00)
Reforecasting strategies and budgeting tips (13:08)
Budgeting for the season of your business (18:35)
Tax planning and long-term financial strategies (20:29)
How to become an active player in your business (24:53)
Resources:
Learn more about Kickstart Accounting Inc.โs CFO Services! http://www.kickstartaccountinginc.com/CFO
Connect with Brandee Gaar:
Website | https://brandeegaar.com/
Instagram | https://www.instagram.com/brandeegaar/
Youtube | https://www.youtube.com/@brandeegaar
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Forget everything you thought you knew about budgeting! Kickstart Accounting Inc.โs goal-oriented budgeting process lets you invest with intention instead of feeling restricted โ unlike traditional methods that only focus on cutting costs. In this episode, CEO Danielle Hayden introduces their approach and walks through each step to creating and implementing an intentional spending plan. Tune in to learn how to build a budget that propels your business forward and actually helps you hit your goals.
Key Takeaways:
- Learn why goal-oriented budgeting drives growth and empowers business owners more effectively than traditional budgeting.
- Before mapping out a budget, set clear, specific goals to guide your financial decisions.
- Sign up for the Kickstart Accounting Inc. Budgeting Webinar to get support in creating a goal-focused budget.
Topics Discussed:
The problem with traditional budgeting (1:01)
Kickstart Accounting Inc.โs goal-oriented budgeting approach (4:27)
What you need to do before creating a budget (5:38)
How to spend strategically while sticking to a budget (7:23)
Kickstart Accounting Inc.โs Budgeting Webinar (9:27)
8 essential steps to build a goal-oriented budget (10:25)
Resources:
Learn more about the upcoming Kickstart Accounting Inc. Budgeting Webinar! http://kickstartaccountinginc.com/2025
Download the Kickstart Accounting Inc. Healthy Spending Worksheet! http://kickstartaccountinginc.com/healthy
Book a Call with Kickstart Accounting, Inc.:
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
With the right budget, financial planning becomes less stress and more strategy. In this episode, CEO Danielle Hayden shares four essential budget types โ one for each Money Mindset Personality Type: free spender, keeper, perfectionist, and balance seeker. Danielle explains how each type can help you allocate funds wisely, boost profitability, and stay committed to a plan that aligns with your business needs and spending habits. Different people need different budgets, so letโs figure out what works best for your business. Tune in now!
Donโt know your Money Mindset Type? Click here to take the quiz!
Topics Discussed:
Money Personality Type Quiz (2:22)
What exactly is a budget? (2:53)
Style #1 โ Budgeting for Free-Spenders: The Allocation Method (4:43)
Money Mindset Mastery Framework (12:41)
Style #2 โ Budgeting for Perfectionists: Expense Grading Worksheet (13:52)
Style #3 โ Budgeting for Keepers: The Back-In Method (17:55)
Style #4 โ Budgeting for Balance Seekers: The Traditional Approach (23:16)
Understanding which budget style suits you (29:33)
Book your budget session with our team (29:55)
Resources:
Listen to episode 84: The 3 Numbers Every Business Owner Needs to Know โ
https://kickstartaccountinginc.com/ep-84-the-3-numbers-every-business-owner-needs-to-know/
Listen to episode 75: Finding Profitability in your Business โ
https://kickstartaccountinginc.com/ep-75-finding-profitability-in-your-business/
Book a Call with Kickstart Accounting, Inc.:
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
Choosing the right entity can make all the difference in your business success! This crucial decision can be confusing to navigate for business owners at all stages. In this episode, we break down the key differences (and benefits) between LLCs and S Corps. Danielle and Kelsey from KSA Tax Partners explain the responsibilities and tax implications of each entity, including how to pay yourself, manage your books, and stay compliant with IRS guidelines. Tune in to hear their tips on reasonable compensation, putting yourself on payroll, and avoiding common financial mistakes!
Key Takeaways:
- Discover the key differences between LLCs and S Corps, and how each affects your tax planning, legal responsibilities, and financial health.
- Get insights into reasonable compensation, owner's draws, and how to stay compliant with IRS guidelines.
- Find out what to do if your business canโt afford to pay you reasonable compensation.
- Understand how Kickstart Accounting Inc.'s guidance can help you make informed decisions for your business.
Topics Discussed:
Differences between LLCs and S Corps (1:01)
How to pay yourself as an LLC (2:10)
Paying taxes as an LLC (3:31)
S Corp payroll requirements (5:58)
Bookkeeping for S Corps (9:15)
Reasonable compensation and ownerโs draws guidelines (10:36)
Kickstart Accounting Inc.โs new S Corp recommendations (14:28)
What if you canโt pay yourself reasonable compensation? (16:35)
Tax dos and donโts for S Corps (19:25)
How to leverage mid-year check-ins for tax planning (21:38)
Book a call with KSA Tax Partners:
http://www.kickstartaccountinginc.com/taxpartners
Book a Call with Kickstart Accounting, Inc.:
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
Choosing the right retirement plan just got easier! In this episode, Danielle Hayden highlights various retirement options available to business owners and provides insights to help you understand which plan best suits your business. She breaks down the pros and cons of each plan, diving into their tax benefits, contribution limits, and level of administrative work. Whether youโre looking for a low-cost option or plans that donโt require an employer match, this episode covers everything you need to know about retirement planning and picking the perfect plan for your business!
Key Takeaways:
- Your business structure and financial goals are a key factor in choosing the right retirement plan.
- Learn the importance of retirement planning and what options are available to small business owners and solopreneurs.
- Discover which plans offer greater tax benefits, which will attract employees, and which are easier (and cheaper) to manage.
- Consult with your CPA and financial advisor to make the best retirement decisions for your business and future.
Topics Discussed:
Defined benefit plans (1:47)
401k plans (4:47)
The Solo 401k plan (9:07)
Traditional and Roth IRA plans (11:18)
How to pick your ideal plan (13:42)
Resources:
Gusto 401K Retirement Plans for Small Business
Wellington Retirement Solutions, Inc.
Book a Call with Kickstart Accounting, Inc.:
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
Want to level up your business without taking on more debt? In this episode, CEO Danielle Hayden introduces three types of grants and explores how business owners can secure free money to fuel growth. She highlights the unique benefits of grants, specifically the Ohio TechCred Grant which sheโs leveraged in her own business. Chris Kiec also joins the conversation to share real-world success stories from the TechCred program, showing how it can boost productivity and employee retention. Tune in for actionable tips to do the same for your business.
Key Takeaways:
- Grants are a valuable resource for business owners looking to expand or optimize operations without taking on debt.
- Learn the three types of grants and where to find those that align with your business.
- Understand how grants offer business owners the ability to grow their skills along with their employees.
- Explore the professional development opportunities available through the Ohio TechCred Grant.
- Find out if your business is eligible for the Ohio TechCred Grant or similar grants.
Topics Discussed:
Advantages of using grants in your business (0:43)
Types of grants (1:43)
What is the Ohio TechCred Grant? (2:59)
Introduction to Chris Kiec and her company (4:23)
Eligibility and benefits of the Ohio TechCred Grant (7:37)
Training options in the TechCred program (10:37)
TechCred Grant programs in other states (16:17)
The importance of professional development for business owners (16:55)
Real-world applications of TechCred training (20:18)
Resources:
Apply for the Ohio TechCred Grant for your business!
https://kickstartaccountinginc.com/techcred/
Learn more about Chris Kiecโs firm, Adventures In Automation!
https://adventuresinautomation.com/
Book a Call with Kickstart Accounting, Inc.:
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
As the kids head into a new school year, itโs time for you to get back into business mode. This episode is packed with strategies to capitalize on slower periods of business, better manage your time, and close out the year with success. Danielle Hayden outlines five steps to help you reflect on your progress, set new goals, manage your time, and create balance between your professional and personal life. Learn how to make intentional decisions that will drive your business forward in the coming months!
Key Takeaways:
- Discover the five steps you can take to realign your goals and finish the year with intention.
- Learn strategies to manage your time, prioritize tasks, and create work-life balance.
- Understand the importance of assessing and adapting to the seasonality of your business.
- Business owners should evaluate the role that technology plays in supporting or complicating their workflow.
Topics Discussed:
Why seasonality in business matters (1:25)
Step one: budget assessment (2:39)
Step two: setting realistic goals (6:56)
Step three: achieving work-life balance (10:20)
Step four: team roles and delegation (13:31)
Step five: leveraging technology (15:27)
Book a Call with Kickstart Accounting, Inc.:
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
Bookkeeping is more than just tracking expenses; it's the backbone of any business. In this episode, CEO Danielle Hayden breaks down the fundamentals of bookkeeping for small business owners. She explains why bookkeeping is essential for driving growth, preparing for tax season, making informed financial decisions, and more. Whether youโre doing your own bookkeeping or working with a money team, these insights will help you save money and confidently manage your business financials. Tune in now!
Key Takeaways:
- Why bookkeeping is essential for small businesses to see the impact of their financial decisions and make changes according to their goals.
- Discover how this one type of accounting can simplify bookkeeping for your small business.
- Explore the many ways to leverage bookkeeping, from increasing the value of your business to ensuring IRS compliance.
- Understand your role as a business owner to review financial reports and communicate with your money team.
Topics Discussed:
The definition and role of bookkeeping in business (1:04)
Bookkeeping for small versus big businesses (2:09)
Cash accounting for small businesses (3:41)
Why every business needs bookkeeping (4:43)
The importance of bookkeeping for S Corps (10:50)
How bookkeeping increases business value (11:25)
Business ownersโ responsibility to maintain accurate bookkeeping (12:53)
Book a Call with Kickstart Accounting, Inc.:
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
Unsure what counts as a fixed asset or business expense? Confused about how depreciation works? This episode will help you better understand important financial terms like fixed assets, business expenses and depreciation. Danielle Hayden walks through when to invest in fixed assets or focus on business expenses, how to handle home office expenses, and more. Listen to gain clarity on what all this means for the growth and value of your business!
Key Takeaways:
- Discover the difference between fixed assets and business expenses, their impact on the balance sheet, and how they contribute to long-term business value.
- Learn how to manage home office expenses as an S-corp versus an LLC.
- Understand capitalization and depreciation, including their effect on the balance sheet and the impact of loans.
- Get guidance on making smart purchase decisions that align with your business goals.
- Itโs crucial to maintain records and consistently communicate with your money team in order to effectively manage your business financials.
Topics Discussed:
Fixed assets versus business expenses (1:28)
Fixed assets for a brick and mortar versus online business (3:56)
Determining when to capitalize assets (4:45)
Depreciation basics (7:16)
How loans impact the balance sheet (8:35)
Home office business expenses (10:41)
The role of assets and expenses in building a valuable business (15:45)
Best purchasing practices for small businesses (19:42)
Who on your team is responsible for tracking depreciation? (22:30)
Resources:
Listen to episode 182: 8 Game-Changing Strategies to Boost Your Businessโs Value! https://kickstartaccountinginc.com/8-game-changing-strategies-to-boost-your-businesss-value-ep-182/
Book a Call with Kickstart Accounting, Inc.:
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
You deserve to earn more, but actually paying yourself more can be a challenge! In this episode, Danielle Hayden breaks down three strategies to increase profitability, ensuring you can sustain your business and boost your income. She also shares two methods to determine the right amount to pay yourself and explains why itโs important (and sometimes legally required) for business owners to pay themselves. Tune in to learn how to confidently pay yourself more while keeping your business financially healthy!
Key Takeaways:
- Understanding your dual role as a business owner and operator is crucial for determining how much to pay yourself.
- Discover three key strategies to boost profits in your business over time.
- Find out how to accurately calculate your pay using two methods: reasonable compensation and the rule of averages.
- Get advice on budgeting, paying yourself a fair salary, and why it's important for LLCs to adopt this practice early.
Topics Discussed:
The first method of paying yourself: reasonable compensation (1:47)
Paying yourself as an LLC versus S Corp (3:08)
The second method: the rule of averages (5:15)
Why itโs important to create a personal budget (9:31)
Three strategies to increase profits (11:33)
This weekโs homework: 3 steps to start paying yourself more (15:24)
Resources:
Download this Kickstart Accounting Inc. worksheet to calculate your pay using the rule of averages! https://kickstartaccountinginc.com/payyourself/
Book a Call with Kickstart Accounting, Inc.:
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
Are you building a legacy or lifestyle business? Regardless of your vision, creating value should be central to your strategy to maintain a sustainable business. In this episode, youโll learn how to use your balance sheet to measure and grow the value of your business. CEO Danielle Hayden breaks down the basics of a balance sheet, what business owners do wrong when trying to increase the value of their business, and effective strategies to add value beyond the balance sheet.
If you want to sell or create generational wealth through your business, this episode is a must-listen. Tune in now!
Key Takeaways:
- Understand the role of the balance sheet in evaluating your business's financial health and value, including its components: assets, liabilities, and equity.
- Identify common mistakes business owners make when growing their business and how to avoid them.
- Learn key lessons from Jon Warrillowโs book, Built to Sell, and how to apply its framework to create a more valuable and sellable business.
- Get actionable tips for building a valuable business that supports long-term, sustainable growth.
Topics Discussed:
Basics of the balance sheet (2:34)
What a healthy balance sheet looks like (4:43)
Using the balance sheet to increase your business value (6:07)
Strategies to create value beyond the balance sheet (7:54)
The importance of recurring revenue (17:53)
How to balance the balance sheet with operational efficiency (20:18)
Book a Call with Kickstart Accounting, Inc.:
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
Your books may be full and your revenue may be up, but is your business truly profitable? In this episode, host Danielle Hayden explains how to use your income statement to see whatโs really going on in your business. Youโll learn the difference between revenue and profit, strategies to increase profitability, how to avoid common pitfalls of growing a business, and much more. Tune in for tips on balancing productivity and profitability during a season of growth!
Key Takeaways:
- High productivity does not always equate to high profitability, so itโs essential to review your financials regularly to assess how business growth impacts profitability.
- Understand the purpose of the income statement and how it can help you balance productivity with profitability as you grow your business.
- Discover the most important number on the income statement, what healthy percentages look like in a growing business, and why revenue is a misleading metric.
- Learn what you can do as a business owner to manage expenses without sacrificing productivity or quality of service.
Topics Discussed:
Client case study: when productivity doesnโt equal profitability (1:12)
Breakdown of the income statement (2:41)
The most important number on the income statement (5:33)
How business growth impacts profitability (6:15)
Using the income statement to assess productivity versus profitability (7:54)
Managing costs during a period of growth (11:06)
Four tips to balance productivity and profitability (17:48)
This weekโs homework (19:26)
Resources:
Listen to the Business By The Books Podcast Hiring Series! https://kickstartaccountinginc.com/the-ultimate-hiring-strategy-with-kickstart-accounting-inc/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
By understanding your business financials, you can make informed choices that align with your goals. Thatโs exactly how Carol Cox, CEO of Speaking Your Brand, pivoted from a career in software development to coaching women on public speaking and thought leadership. In this episode, Carol shares how sheโs leveraging financial insights to make strategic decisions in her business, from cash flow management to adapting to market changes. We also discuss her decision to keep her team small, the use of AI in business, and more.
Tune in for an engaging conversation on strategic decision-making in every season of business!
Key Takeaways:
- Discover how Carol has adapted to changing economic realities and shifted strategies to maintain the financial health of her business.
- Understand the pitfalls and benefits of integrating AI in your business.
- Learn how tracking your financials can help you make informed business decisions and avoid cash flow issues.
- Hear the importance of balancing profit and purpose in your entrepreneurial journey.
Topics Discussed:
Introduction to Carol and her company, Speaking Your Brand (1:28)
The biggest financial lesson learned owning and operating three businesses (2:53)
Navigating the seasons of business and economic shifts (5:47)
Business expense review: marketing, advertising, and software (10:27)
Carolโs decision to play a client-facing role in her business (13:58)
Balancing payroll expenses with profit (18:03)
How AI can help or hurt a business (20:30)
Using numbers to assess business performance (22:39)
The importance of tracking KPIs and leveraging data in your business (26:41)
Resources:
Listen to Danielleโs episode with Carol on her podcast, Speaking Your Brand! https://www.speakingyourbrand.com/integrating-thought-leadership-and-lead-generation-in-your-signature-talk-with-danielle-hayden-case-study-podcast-ep-362/
Take the Speaker Archetype Quiz! https://www.speakingyourbrand.com/quiz/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Book a Call with Kickstart Accounting, Inc.:http://kickstartaccountinginc.com/book
Does tax season sneak up on you every year? Consistent communication with your CPA can save you both time and money, and Sarah Quinlan and Kelsey Chester of KSA Tax Partners join CEO Danielle Hayden in this episode to explain how. They discuss the importance of tax prep calls and mid-year check-ins to ensure your business is ready to tackle tax season, capturing all deductions, and complying with IRS guidelines.
By the end of this episode, youโll know how to access your reasonable compensation report, avoid costly tax mistakes, and work effectively with a tax advisor. Tune in now!
Key Takeaways:
- Learn the KSA Tax Partners framework for strategic tax planning and client engagement.
- Find out how mid-year check-ins can help you avoid tax liabilities and optimize your financial strategy for the rest of the year.
- Understand reasonable compensation, how to get your reasonable compensation report, and ensure you meet IRS requirements to maximize tax benefits.
- Discover your role in preparing your business for tax season and communication with your tax team.
Topics Discussed:
The purpose and benefits of tax prep calls (1:12)
Why KSA Tax Partners does client return reviews (5:47)
Leveraging mid-year check-ins to plan ahead and manage tax liabilities (9:04)
What to expect from a mid-year tax check-in call (12:52)
The importance of reasonable compensation (15:09)
Utilizing the benefits of being an S Corp (17:29)
How to be proactive in your businessโs tax planning strategy (19:38)
Resources:
Learn more about the services at KSA Tax Partners! https://ksataxpartners.com/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Taking a pulse on your business financials now can set you up for success in the latter half of the year, but many business owners are afraid to review their numbers. In this episode, Danielle Hayden helps business owners overcome this fear and view mid-year financial reviews as an opportunity to realign their financial goals and strategies.
She speaks with Kickstart Accounting Inc. team members who share how to prepare for mid-year check-ins, what to discuss with your bookkeeper, and how to use this data to adapt your financial strategy and end the year strong.
This discussion provides insights on managing expenses, increasing profitability, and working with a money team to achieve your business goals.
Whether youโre on track to meet your goals or uncertain about your progress, tune in to understand how to leverage mid-year check-ins and drive your business forward!
Key Takeaways:
- Mid-year check-ins are the perfect time for business owners to review financials, assess progress towards annual and quarterly goals, and make any necessary adjustments to their business strategy.
- Understand the importance of communicating with your bookkeeper, including sharing business updates that are crucial for accurate financial planning.
- Discover how to overcome the fear of financial reviews and work with your money team to reach business goals.
- Uncover common mistakes business owners make with their financials and how to avoid them.
Topics Discussed:
What bookkeepers need to know from business owners (0:25)
Why so many business owners fear mid-year financial reviews (2:32)
Questions to ask your bookkeeper (3:34)
The benefit of having a money team (5:28)
Using the mid-year check in to plan for next yearโs goals (8:50)
How Kickstart Accounting Inc. creates a collaborative, safe space for clients (10:54)
Assessing your yearly goals at the mid-year checkpoint (17:00)
Leveraging comparative data: a client success story (18:35)
Why business owners should work with a bookkeeper (23:04)
Resources:
For help with business and personal goals and more, visit: https://kickstartaccountinginc.com/get-started/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
They say that less is more, so this episode of Business By The Books goes back to basics to help business owners understand their financials. CEO of Kickstart Accounting Inc. Danielle Hayden sits down with Lead Account Manager Kelsey to discuss three important metrics every business owner should know. They break down how to calculate and analyze these fundamental metrics, and how to leverage these metrics to make strategic decisions for your business financials.
If youโre overwhelmed by the financial side of your business, this simple approach will bring clarity and confidence to your numbers. Tune in now!
Key Takeaways:
- Discover the three key numbers every business owner should know, how to calculate them, and what they reveal about the health of your business.
- Understand how regularly tracking these three metrics will guide you in making informed business decisions and help you identify trends that can boost profitability and sustainability.
- Learn the common mistakes business owners make when reviewing these metrics and how to avoid them.
- Get tips on using these numbers to confidently manage cash flow, plan for future growth, and ensure your businessโs long-term success.
Topics Discussed:
Why simple is better in business (0:38)
The three numbers every business owner needs to know (2:58)
How to calculate and analyze the first key metric (4:13)
Using the second metric to assess profitability (9:59)
How to accurately track and leverage the third metric (15:18)
The role of business owners in tracking numbers and financial trends (20:07)
Common mistakes business owners make when reviewing metrics (22:32)
How these three numbers can transform your business (24:01)
This weekโs homework: Actionable steps to take control of your business (24:40)
Resources:
Listen to episode 145: Donโt Set Goals This Year โ Do THIS Instead! - https://kickstartaccountinginc.com/dont-set-goals-this-year-do-this-instead-ep-145/
Download the Kickstart Accounting Inc. worksheet to track these numbers in your business: https://kickstartaccountinginc.com/3numbers
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Do you know your Money Mindset Personality Type โ are you a free spender, keeper, perfectionist or balance seeker? In this episode, CEO Danielle Hayden helps you identify your type and explains how it influences your business financials.
In this episode, youโll discover the strategy for making sure every dollar in your business has a job, ensuring your spending supports your big goals (and the current season of your business). Danielle also provides tailored advice for each Money Mindset Personality Type, sharing tips on effective budgeting, intentional spending, and more. Tune in for the confidence boost you need to make smart financial decisions in your business!
Donโt know your Money Mindset Type? Click here to take the quiz!
Key Takeaways:
- Discover how determining your Money Mindset Personality Type can guide your financial strategy and business decisions.
- Learn the strategy behind intentional spending and how to create a budget that fuels your business goals.
- Find out what steps you can take to adapt your spending strategy based on the season of your business, your personal goals and business objectives.
Topics Discussed:
The four Money Mindset Personalities and how to determine your type (1:03)
Adapting your spending to the season of your business (3:47)
Client case study: aligning spending with business goals (5:00)
Creating a budget to give your money a job (8:50)
The strategy of spending with intentionality (10:14)
Budgeting strategies for each Money Mindset Personality Type (12:01)
Resources:
Listen to episode 158: Healthy Spending Habits for Financial Success In Your Business - https://kickstartaccountinginc.com/healthy-spending-habits-for-financial-success-in-your-business-ep-158/
Get the Kickstart Accounting Inc. Budget Template delivered to your inbox: http://kickstartaccountinginc.com/budget
Fill out this form to get a personalized Spending Plan: https://kickstartaccountinginc.com/plan
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Things often donโt go as planned in business, but that doesnโt mean you have to abandon your goals. In this episode, Danielle Hayden introduces a strategy to realign objectives and adapt to unexpected changes in your business. She explains how every business can use this approach to evaluate performance throughout the year and set realistic goals that align with the current circumstances of their business. By taking a proactive role and leveraging this strategy, you can make informed decisions that support your business goals (and help you get back on track!)
Find out how reassessing goals and applying this major strategy can help you get back in alignment and finish the year on a high note!
Key Takeaways:
- Find out the strategy that allows you to adjust business objectives and set realistic goals based on new information and market changes.
- Why itโs crucial to compare actual results to your budget to understand whatโs working and what needs to be adjusted in your business strategy.
- How professional CFO services can help you implement this strategy and stay on track with your financial goals.
Topics Discussed:
The purpose of this top strategy (1:31)
The importance of adapting to change and resetting business goals (4:13)
The role of accountability and leveraging CFO services (5:49)
This weekโs homework: take steps to plan the rest of the year with intention (9:20)
Resources:
Learn more about Kickstart Accounting Inc.โs CFO Services: https://kickstartaccountinginc.com/CFO
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Taxes are stressful for all of us, but especially business owners. So if youโre confused about how much you should be paying in taxes for your business, this episode is for you! Host Danielle Hayden simplifies the process of calculating estimated tax payments, explains why you should be saving more than these estimates, and clarifies the tax obligations of LLCs versus S Corps. Youโll learn how to embrace your role in the tax preparation and financial management of your business, including setting up a tax savings account and understanding your numbers. Tune in now for expert tax advice!
Key Takeaways:
- Calculate estimated taxes based on your business's net income from the previous year.
- Establish a tax reserve to cover potential growth and additional tax liabilities.
- Use a separate checking account for tax savings to avoid unintentional spending.
- LLCs and S Corps are taxed differently, so itโs important to understand the tax obligations of your business.
- The IRS requires S Corp business owners to take reasonable compensation before taking owner's draws.
Topics Discussed:
How to calculate your estimated taxes (1:12)
Why you need to save more than your estimated taxes (2:30)
LLC versus S Corp taxation (4:06)
Tax guidelines for ownerโs draws (5:07)
Your responsibility as a business owner (9:25)
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Even the most seasoned entrepreneurs have to understand their numbers if they want to successfully establish and scale a business. With 20 years experience, Cameron Hemphill is one of these entrepreneurs who has leveraged financial data to make strategic decisions and scale his SaaS business, Growth99, into a $10 million company โ and itโs still growing. During its first year, Growth 99 faced significant challenges, taking eight months to gain traction and generate just $7,000 in monthly recurring revenue. In this episode, Cameron shares how he scaled the company to reach $100,000 in monthly recurring revenue by their third year, enabling massive growth and paving the way for long-term success.
Cameron and host Danielle Hayden also discuss the importance of strategic hiring, technology in automating processes, and maintaining discipline over motivation. Learn how to buy back your time, reach your goals, and start enjoying your business!
Key Takeaways:
- Discipline is key to business growth and long-term success, especially during the slow early stages of scaling and achieving profit.
- Strategic hiring will help you delegate low-value tasks, allowing you to focus on reaching business goals and reclaiming your time.
- Automating processes with technology enhances scalability by lowering expenses and increasing efficiency.
- Bookkeeping is the foundation of business management, so itโs crucial to regularly review key metrics and financial data in order to make strategic business decisions.
- Make your money work for you by managing personal finances and investing in income-generating assets.
Topics Discussed:
Cameronโs money story and money mindset (1:38)
Founding Growth99 and the advantages of a SaaS business model (3:46)
Early challenges and growth of the business (6:00)
Building an effective team and his evolving role as a business owner (8:50)
Cameronโs approach to understanding the numbers at Growth99 (12:02)
How Cameron uses financial data to make business decisions (18:48)
Personal financial management and investment strategies (22:57)
Connect with Cameron Hemphill:
Instagram | https://www.instagram.com/cameronhemphill/
Website | https://growth99.com/
Podcast | https://podcasts.apple.com/us/podcast/medical-millionaire/id1549585189
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Business can be overwhelming, so why not keep your banking simple? In this episode, Danielle Hayden answers these common questions from business owners: How many bank accounts should I have for my business, and how much cash should be in each? She shares Kickstart Accounting Inc.โs proven cash management strategies for optimizing your banking setup. Youโll learn how much to have in your tax reserve or rainy day fund, our favorite banks and account options, and how often we recommend clients review and contribute to each account.
Find out which actionable steps you can take right now to improve your cash management!
Key Takeaways:
- Kickstart Accounting Inc.'s cash management method is a great alternative to the profit-first method, requiring just three bank accounts and less maintenance.
- Utilize savings accounts for taxes and a rainy-day fund to ensure your business is prepared for unexpected expenses and tax liabilities.
- Strategically allocate funds to select accounts based on your business's current season, balancing between growth and sustainability.
- Keeping personal and business accounts separate is crucial for accurate financial tracking and avoiding tax complications.
- A bookkeeper can help you determine the right amounts for each account.
Topics Discussed:
How to simplify business banking and cash management (1:03)
The three essential business accounts (1:42)
How often to contribute to each account (6:39)
The best banks and account types (7:31)
How to leverage high-yield savings accounts (8:05)
Proper use of personal savings accounts for business owners (9:45)
This weekโs homework: first steps to managing cash in your business (10:41)
Resources:
Listen to episode 115: Entrepreneurs: Should You Go S-Corp? Pros & Cons + Expert Insight -https://kickstartaccountinginc.com/entrepreneurs-should-you-go-s-corp-pros-cons-expert-insight-ep-115/
Listen to this bonus episode: S Corp Owners: How to Calculate Your Payroll as a Business Owner and Stay IRS Compliant - https://kickstartaccountinginc.com/s-corp-owners-how-to-calculate-your-payroll-as-a-business-owner-and-stay-irs-compliant/
https://www.chase.com/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Have you ever wondered how Kickstart Accounting Inc. handles our own financials? Who is on our money team, and how do we leverage these insights in our own business? In this episode, CEO Danielle Hayden offers a look behind the curtain on Kickstart Accounting Inc.โs internal reviews process. She shares her journey from doing her own bookkeeping to assembling a comprehensive money team to help the company reach its goals.
Danielleโs approach to financials for Kickstart Accounting Inc. has developed into the framework we use to help clients achieve growth and sustainability in their business. Tune in to learn more about building and leveraging your own money team from someone who has done it for her own company, and hundreds of other businesses like yours.
Key Takeaways:
- Why money teams are essential for understanding and leveraging financial statements.
- Learn the signature framework that Kickstart Accounting Inc.โs framework uses to help business owners manage their finances, get a clear picture of their businessโs financial health and make informed decisions.
- How Kickstart Accounting Inc. analyzes financial statements (including revenue, profit, net income and expenses), how often they do this internal review process, and how they leverage this information to reach their goals.
- Key numbers to look at in your business and what insights they provide.
- The three bank accounts utilized by Kickstart Accounting Inc., and the strategy behind it.
- Why itโs important to maintain a high-level view of your business financials, and how to not get lost in the details.
Topics Discussed:
Why business owners shouldnโt do their own bookkeeping (2:13)
Developing Kickstart Accounting Inc.โs framework (3:27)
Danielleโs money team and their roles (4:34)
The importance of client involvement in their financials (6:38)
Kickstart Accounting Inc.โs financial review process (8:37)
Assessing business expenses and profitability (16:26)
Strategic financial planning as a business owner (26:09)
Resources:
Learn more about Kickstart Accounting Inc.โs CFO Services: https://kickstartaccountinginc.com/CFO
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Simply knowing your numbers isnโt enough; the real game-changer is understanding how to leverage them to strategically reach business goals. In this episode, Danielle Hayden speaks with Christa Gurka, owner of Pilates in the Grove, to find out how she uses financial insights from her seven-figure business to make informed decisions and drive growth. They discuss what business owners need to know about their finances, exploring everything from reviewing key financial statements to strategic financial planning. Tune in to find out what it truly means to take ownership over your numbers and grow your business.
Key Takeaways:
- Every business owner has the responsibility to routinely review their numbers, including the balance sheet, P&L statements, cash flow statements, etc. This information paints a clear picture of their business and guides them in the decision-making process.
- Strategic financial planning is crucial for reaching business goals, from making smart investments to preparing for the unexpected with reserve accounts.
- Christaโs business journey highlights the value of financial insights, highlighting the practical application of strategic spending in order to optimize profits.
- Building a money team that includes a bookkeeper and CFO will support business owners trying to understand their financials, adapt strategies and plan for the future.
Topics Discussed:
Overview of Christaโs business and her approach to numbers (2:24)
Leveraging financial knowledge to reach business goals (8:58)
Optimizing profitability: planning and implementing a strategy (10:04)
Financial assessment: what numbers to look at and understand (22:26)
Managing finances: bookkeeping, spending, and saving (26:23)
The importance of having a money team (37:07)
Resources:
Learn more about Kickstart Accounting Inc.โs CFO Services: https://kickstartaccountinginc.com/CFO
Connect with Christa Gurka:
Instagram | https://www.instagram.com/christagurka/
Website | https://www.christagurka.com/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Have you tried cost cutting to increase profitability, only to have it backfire? Thatโs because cutting costs can actually kill business growth. This episode outlines strategies to boost profitability, make smart financial decisions and reach your business goals. CEO Danielle Hayden shares actionable steps to align spending with business goals, highlighting the importance of analyzing financial statements and knowing your numbers. Her insights on where to cut costs or strategically increase spending using the Kickstart CFO framework will transform your approach to business growth. If you want to pay yourself more as a business owner and confidently make business decisions, this episode is a must-listen!
Key Takeaways:
- Contrary to popular belief, cost cutting can limit growth and strategic spending can actually help businesses scale.
- A critical analysis of financial statements (focusing on key areas like payroll, fees, marketing, etc.) is a great tool to guide business owners on making important business decisions.
- A balanced approach to time and money not only enhances overall business efficiency but also optimizes resource allocation.
- Monitor these three key performance indicators (KPIs) to manage business growth: profit by month, percent of sales for top expense categories, and owner's pay over time.
- Outlining goals and understanding the season of their business will help business owners adapt their financial strategies to their goals.
Topics Discussed:
Foundations of managing business expenses (2:10)
Financial review: cutting costs versus strategic spending (6:08)
The power of negotiation and strategic spending (19:57)
Key KPIs to track (23:15)
Resources:
Learn more about Kickstart Accounting Inc.โs CFO Services: https://kickstartaccountinginc.com/CFO
Download the Financial Goal-Setting Worksheet: https://kickstartaccountinginc.com/goal/
Listen to episode 166: How Debt Can Skyrocket Your Business to Success! https://kickstartaccountinginc.com/how-debt-can-skyrocket-your-business-to-success-ep-166/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Every growing business owner needs a money team if they plan to achieve their financial goals and scale smartly. This episode explores the essential roles within a money team: the bookkeeper, CPA accountant, financial advisor, and CFO. Through the lens of a client story, Danielle Hayden explores how these roles work together to manage the financial health and growth of a business. She also discusses when businesses should hire a CFO, and how Kickstart Accounting Inc. provides CFO services to clients. Tune in for practical tips and resources for building your money team!
Key Takeaways:
- Growing businesses need a comprehensive financial team, including a bookkeeper, CPA accountant, financial advisor, and CFO (or business coach). This team can be assembled over time as a business grows.
- Every member of a money team works together to optimize the financial health and strategic planning of a business, from bookkeeping and growth strategy to tax compliance.
- Hiring a CPA for tax services helps ensure accuracy, compliance and optimization of tax benefits, which becomes increasingly important as a business grows.
- Financial advisors play a critical role in wealth management and retirement planning, helping business owners maximize and protect their profits for financial security.
- While not every business is ready to hire a CFO, business owners can independently adopt CFO strategies to reach their personal and financial goals.
Topics Discussed:
The four key players on a money team (2:13)
The fundamental role of bookkeeping (2:25)
Tax prep and strategy with a CPA (4:52)
Personal finance planning with a financial advisor (6:58)
How CFOs help businesses reach their goals (9:27)
Kickstart Account Inc.โs CFO framework: a client success story (12:04)
Deciding when to hire a CFO (15:31)
How to leverage CFO strategies in your business (16:23)
This weekโs homework: applying Danielleโs insights (18:40)
Resources:
Learn more about Kickstart Accounting Inc.โs CFO Services: https://kickstartaccountinginc.com/CFO
Download the Financial Goal-Setting Worksheet: https://kickstartaccountinginc.com/goal/
Check out the Kickstart Accounting Inc. Build Your Own Budget Course for Entrepreneurs:
https://www.e-suite.co/BYOB
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Think your business is too small to benefit from CFO services? This episode of Business By The Books will change your mind. Join Danielle Hayden and Victoria Hughes as they explore the benefits of partnering with Kickstart Accounting Inc. They discuss the benefits of outsourcing CFO services and introduce the signature CFO Framework, a strategic overview of how Kickstart Accounting Inc. helps business owners manage debt, make data-driven decisions, and plan for the future.
Discover how Kickstartโs CFO services can help you achieve your business goals at www.kickstartaccountinginc.com/CFO
Key Takeaways:
- Kickstartโs CFO services provide strategic financial guidance to small business owners, taking a holistic approach to integrate personal goals and financial planning.
- Mindset matters! Small business owners or even solopreneurs can benefit from CFO services if theyโre ready to commit and put in the work to reach their goals.
- The Kickstart CFO framework offers tailored financial strategies and comprehensive support, including personal and business assessments, custom budgets, KPI monitoring, forecasting, and more.
- Knowing your numbers is the foundation for making informed decisions that drive business success.
Topics Discussed:
Danielleโs story: from creative to corporate CFO (0:00)
The role of a CFO in small businesses (7:07)
Benefits of outsourcing a CFO (11:08)
Kickstartโs CFO framework (13:20)
Whatโs included in the Kickstart CFO service (27:16)
Resources:
Learn more about Kickstart Accounting Inc.โs CFO Services: https://www.kickstartaccountinginc.com/CFO
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Debt is a scary word, but business owners could be risking more than financial security by letting fear stop them from seizing opportunities to invest and expand their business. In this episode, Danielle Hayden dives into the strategic use of debt to fuel business growth, giving a detailed look at how to approach debt responsibly and decide if itโs the right strategy for your business. She also offers a comprehensive guide for funding investment into your business, sharing helpful resources and insights on balancing financial risk with growth opportunities.
Tune in to discover how to effectively leverage debt for achieving your business goals!
Key Takeaways:
- Donโt be afraid of debt! When strategically used, itโs a powerful tool for business growth.
- Identifying and understanding the influence of your Money Mindset Personality Type is crucial for making informed financial decisions. With this knowledge, you can more effectively tailor your financial strategies to align with your inherent attitudes towards spending and saving.
- There are various funding options available to business owners, including credit cards, SBA loans, and underutilized resources like grants. Itโs important to research these options and choose the right one for your business's financial health.
Topics Discussed:
Considering debt as a growth strategy (0:00)
Case study: A clientโs strategic investment (1:57)
Money Mindset Personality Types and their impact on financial decisions (3:01)
Funding options and resources (10:10)
Steps to create an investment plan for your business (14:10)
This weekโs homework: assessing your businessโs need for debt (18:36)
How to monitor debt as a business owner (19:28)
Resources:
Take the Money Mindset Personality Type Quiz: https://kickstartaccountinginc.com/quiz
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Next up in our hiring series is the dos and donโts of hiring. With almost a decade of experience as a CEO, host Danielle Hayden is the perfect person to guide business owners through the hiring process, from the first step of understanding their numbers to evaluating the impact of new hires. In this episode, she shares personal experience and client stories to highlight the importance of embracing a CEO mindset, overcoming limiting beliefs, and taking charge of your business. Tune in to learn what you can do to avoid common hiring pitfalls and hire effectively for your business!
Key Takeaways:
- Business owners need to embrace their numbers in order to make informed decisions in their business, especially when it comes to hiring.
- When hiring, donโt look for your replacement, but instead find employees whose strengths compliment your weaknesses to create a well-rounded team.
- Perfectionism and limiting beliefs are the killer of entrepreneurship: Business owners need to let go of their fear and have the confidence to take action before they can grow their business.
- Hiring without a plan is a common pitfall among business owners. Itโs crucial to prepare to onboard employees and give them the tools they need to succeed and help your business grow.
Topics Discussed:
A clientโs journey from doubt to hiring success (1:17)
Embracing your numbers (3:30)
The donโts of hiring (6:15)
How to overcome limiting beliefs (10:30)
The dos of hiring (11:45)
This weekโs homework: hiring prep (16:40)
Resources:
Learn how our Money Mindset Mastery Program can help transform your business!
https://www.e-suite.co/money-mindset-mastery-sales-page
Listen to episode 161: How Much Revenue Do You Need to Hire? โ https://kickstartaccountinginc.com/how-much-revenue-do-you-need-to-hire/
Listen to episode 162: Can You Afford Your Next Big Hire? โ https://kickstartaccountinginc.com/can-you-afford-your-next-big-hire-ep-162/
Listen to episode 163: The 4 KPIs You Need to Track After Hiring โ
https://kickstartaccountinginc.com/the-4-kpis-you-need-to-track-after-hiring-ep-163/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Itโs time for your business to start hiring, but what do you actually do next? In this episode, CEO Danielle Hayden presents The Ultimate Hiring Checklist to help business owners prepare for hiring employees. From drafting contracts to creating operational procedures and company insurance, she walks through the specific steps business owners should take in order to ensure that employees succeed and their business is protected. Plus, Danielle doesnโt gatekeep information โ she shares her favorite tools and best advice on payroll management, HR handbooks, and building a company culture.
This comprehensive checklist is the foundation for successful team building and business growth. Tune in now!
Key Takeaways:
- The Ultimate Hiring Checklist provides guidance on what business owners need to do before hiring, covering essential steps like contracts, HR handbooks, payroll setup, and more.
- When setting up payroll, consider a schedule that aligns with your business's cash flow. Software like Gusto simplifies the payroll process with an easy setup that ensures compliance and comprehensive support.
- Set employees up for success by setting clear expectations through training, standard operating procedures (SOPs), and consistent communication.
- Understanding the insurance requirements for hiring employees, such as workers' comp and unemployment insurance, is crucial to protect both the business and its employees.
Topics Discussed:
Who is The Ultimate Hiring Checklist for? (1:17)
Introducing The Ultimate Hiring Checklist (3:30)
What to include in an HR handbook (6:15)
Setting up payroll for you and your new hires (7:48)
The importance of SOPs for employee success (13:06)
Onboarding and training new employees (16:49)
Insurance: how to protect your business and employees (20:20)
This weekโs homework: Download The Ultimate Hiring Checklist (22:11)
Resources:
Download The Ultimate Hiring Checklist! https://kickstartaccountinginc.com/hiring/
Check out this Employee Handbook Builder! https://www.handbooks.io/
Listen to episode 161: How Much Revenue Do You Need to Hire? โ https://kickstartaccountinginc.com/how-much-revenue-do-you-need-to-hire/
Listen to episode 162: Can You Afford Your Next Big Hire? โ https://kickstartaccountinginc.com/can-you-afford-your-next-big-hire-ep-162/
Listen to episode 123: Stop Making These Legal Mistakes NOW: An Easy Step by Step Guide For Small Business Owners with The Legal Paige -
https://kickstartaccountinginc.com/unravel-the-complexities-of-business-entities-and-taxes-ep-123/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
So you took the leap and started hiring in order to grow your business or lighten your workload. But now's not the time to sit back and relax; it's vital to your business's success to monitor how hiring impacts financial performance. As we continue this hiring series, host Danielle Hayden outlines the four KPIs business owners need to consider when assessing the efficacy of their hiring decisions: revenue per employee, percent of sales, net profit and overhead rate. She details how to track these key indicators and then analyze them, ensuring your business continues to thrive with the addition of new hires.
Tune in to learn how to leverage these four KPIs and make informed decisions for your business!
Key Takeaways:
- Business owners need to understand the numbers in their business in order to make strategic decisions about scaling up or down their workforce.
- There are four essential KPIs for evaluating financial health and hiring needs: revenue per employee, percent of sales, net profit and overhead rate.
- Itโs imperative that business owners consistently review key KPIs to adapt and align their business growth strategies with the season of their business.
Topics Discussed:
Introducing Emilyโs story: a tale of rapid growth (1:44)
Four critical KPIs and why theyโre important to track (3:48)
Utilizing KPIs to make informed business decisions (8:16)
Emily's decision to change her business structure (13:05)
Resources:
Listen to episode 158: Healthy Spending Habits for Financial Success In Your Business -
https://kickstartaccountinginc.com/healthy-spending-habits-for-financial-success-in-your-business-ep-158/
Listen to episode 114: What To Do When You Are Operating In The Red โ
https://kickstartaccountinginc.com/what-to-do-when-you-are-operating-in-the-red-ep-114/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Is hiring the best growth strategy for your business? In this episode, Danielle Hayden explores this critical question to provide business owners practical methods to evaluate if their business is ready to expand and strategies to grow their team effectively. She shares the Kickstart Accounting Inc. framework to help business owners assess whether they can afford to hire, how to budget for new hires, and take into account the often overlooked costs of hiring. Danielle also goes over the steps to take if your business is not profitable, and therefore, not ready to make new hires.
Tune in now to get the tools you need to make informed decisions about growing your team and your business!
Key Takeaways:
- Hiring for growth is a strategy that requires a careful balance between expanding capabilities and managing financial risks, ensuring sustainable business development.
- The Kickstart Accounting Inc. framework offers a systematic way for entrepreneurs to evaluate their hiring affordability, and features three key methods: the look-back, averages, and look-forward approach.
- Understanding your risk tolerance as a business owner is essential before hiring, as it will guide you in the best way to balance growth and finances.
- Salaries and hourly pay arenโt the only expenses business owners need to consider when evaluating their readiness to hire; hidden costs like applicant tracking, payroll taxes and fees, equipment, and more also need to be taken into account.
Topics Discussed:
From solopreneur to leader: Danielleโs decision to start hiring (2:15)
3 methods to assess if your business can afford to hire (5:54)
Assessing profitability: What if your business is not profitable? (8:30)
Benefits of using a budget-based method (10:07)
Financial benchmarks to meet before hiring (13:15)
The process and hidden costs of hiring (15:58)
Resources:
https://kickstartaccountinginc.com/hiring
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Hiring can be intimidating for business owners, but itโs a crucial step in the business growth journey. In fact, not hiring could be holding you back โ both in business and your personal life. During this episode, CEO Danielle Hayden answers the following questions: How can business owners determine when to start hiring? What are the 3 types of people they should hire? What is the business ownerโs role in their business as they expand their team?
Danielle shares the Kickstart Accounting Inc. framework that guides business owners through the hiring process, from recognizing the signs that it's time to hire to choosing the right type of hire: expert, contractor, or employee. Tune in to learn more!
Key Takeaways:
- Hiring will not only help a business grow, but also allows business owners to delegate work and realign their focus towards both career and personal goals.
- Experts, contractors, and employees each bring unique advantages to a business.
- While there is a general framework for who and when to hire, every business is different and should tailor their strategy to their specific needs and goals.
- As your business grows, business goals will evolve which makes it crucial to routinely assess and adapt your role and the structure of your team.
Topics Discussed:
Deciding when to hire: the tipping point (1:54)
Questions to ask yourself when determining when to hire (4:39)
Types of hires: experts, contractors, employees (5:55)
Who to hire for your profit margin (10:21)
The role of owners in their business (12:36)
What to expect in our hiring series (15:44)
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Danielle Hayden continues our series on tax deductions by diving deeper into accountable plans: a tax strategy that enables business owners to efficiently manage reimbursements of personal expenses with a business purpose. She addresses the importance of separating personal expenses from business expenses before going over the guidelines and limitations of accountable plans. This episode is a step-by-step guide on creating an accountable plan and implementing this strategy within your business framework. Tune in now to learn how to leverage the accountable plan tax strategy and increase profitability in your business!
Key Takeaways:
- An accountable plan is a tax strategy that outlines a reimbursement process for personal expenses with a business purpose, while also decreasing net income and results in a lower tax liability.
- Only S Corps qualify for reimbursements through an accountable plan, while LLCs and sole-proprietors must take tax deductions.
- Business owners should pay themselves a reasonable salary through payroll and avoid taking draws from the business, only reimbursing themselves with the accountable plan.
- Qualifying business expenses include vehicle, home office, cell phone and more.
- Accurate tracking and proper documentation is essential for adherence to IRS guidelines.
Topics Discussed:
Accountable plans: A tax strategy (1:00)
The importance of separating business and personal expenses (1:30)
Determining eligibility for the accountable plan strategy (2:10)
Steps to implement the accountable plan strategy (4:25)
The benefits of the accountable plan for businesses (4:57)
Requirements of an accountable plan (5:55)
The reimbursement process in the accountable plan (6:22)
Qualifying expenses in an accountable plan (8:35)
Listen to Donโt Jeopardize Your Business! Why Not Co-Mingle Business & Personal Finances โ Ep 143: https://kickstartaccountinginc.com/dont-jeopardize-your-business-why-not-co-mingle-business-personal-finances/
Listen to Leveraging Home Office Tax Deductions for Entrepreneurs โ Ep 155: https://kickstartaccountinginc.com/entrepreneur-money-stories-ep-155/
Listen to Tax Deductions: How to Maximize Vehicle Deductions in Your Business โ Ep 159: https://kickstartaccountinginc.com/tax-deductions-how-to-maximize-vehicle-deductions-in-your-business-ep-159/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Understanding your business financials goes beyond bookkeeping: it's about making informed strategic decisions that support your professional and personal goals. In this episode, CEO Danielle Hayden examines what it truly means for owners to manage their business and โknow your numbers.โ Challenging the misconception that business owners need a team of experts to reach their goals, the knowledge shared in this episode will empower CEOs to take charge of their business with confidence and clarity. Tune in now to transform your business financials!
Key Takeaways:
- Tax deductions for vehicle expenses depend on how often business owners use a vehicle for business purposes.
- Understand that deductions are tax savings that reduce taxable income, not a direct cash benefit.
- Consistent tracking and strategy of vehicle use are essential for claiming deductions.
- Adding a wrap or logo to a car does not qualify the vehicle as a full-time, 100% deductible advertising expense.
- Reimbursement depends on entity type: S-Corps would benefit from accountable plans, while LLCs have some flexibility in how they expense vehicles on their tax return.
Topics Discussed:
Introduction to vehicle expenses as business deductions (1:20)
Vehicle Deductions: Mileage vs Actual Expenses (3:40)
Advantages of the mileage deduction strategy (5:01)
Vehicle deductions strategies for different business entity types (6:58)
Bookkeeping and the reimbursement process for vehicle deductions (8:15)
This weekโs homework: actionable steps to implement a vehicle deduction strategy (9:36)
Learn more about MileIQ here: https://mileiq.com/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/@businessbythebooks
Facebook | https://www.facebook.com/kickstartaccountinginc
Do you know what healthy spending looks like in your business? In this episode, Danielle Hayden tackles the crucial topic of spending in business with Kickstart Accounting Inc. Operations Manager Victoria. They break down the standards for healthy spending across key areas like advertising and payroll, highlighting how business objectives might influence your spending allocations. Danielle then shares her 3-step framework designed to reshape spending habits in your business, aiming for strategic growth and sustainability.
Key Takeaways:
- Spending is essential to reach your business goals and attain operational efficiency.
- Understanding your Money Mindset Personality can guide your financial decisions.
- Your spending strategy will vary depending on the season of your business, from the startup phase to growth mode.
- Profitability isn't just about revenue; optimizing time and operational efficiency is key to building a healthy, sustainable business.
- Donโt be afraid to negotiate discounts for systems to decrease operational spending.
Topics Discussed:
Misconceptions around women and money (1:55)
Spending money to achieve business goals (4:09)
Understanding your Money Mindset Personality Type (6:00)
Analyzing spending with our Healthy Percentages Worksheet (8:34)
Client example: Jennaโs story of spending for business growth (12:22)
Payroll spending and sustainability (14:18)
Investing in systems for operational efficiency (20:23)
Outside services and training for business development (24:33)
Facility costs, co-working spaces, and travel expenses (27:54)
Implementing the Healthy Spending Framework (29:40)
Take the Money Mindset Personality Type Quiz: https://kickstartaccountinginc.com/quiz
Download the Healthy Percentages Worksheet: https://kickstartaccountinginc.com/healthy/
Download the Financial Goal-Setting Worksheet: https://kickstartaccountinginc.com/goal/
Learn more about the Money Mindset Mastery Course: https://www.e-suite.co/money-mindset-mastery-sales-page
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/channel/UC7T_NMMpY1u7bnBrNptEYkA
Facebook | https://www.facebook.com/kickstartaccountinginc
Understanding your business financials goes beyond bookkeeping: it's about making informed strategic decisions that support your professional and personal goals. In this episode, CEO Danielle Hayden examines what it truly means for owners to manage their business and โknow your numbers.โ Challenging the misconception that business owners need a team of experts to reach their goals, the knowledge shared in this episode will empower CEOs to take charge of their business with confidence and clarity. Tune in now to transform your business financials!
Key Takeaways:
- Understand the role of business owners and CEOs in financial management, beyond just โknowing your numbers.โ
- The accounting industryโs dirty little secret: By taking control of the numbers and asking the right questions, anyone can make informed, strategic decisions about their business.
- Aligning business goals with financial strategies is essential for growth and success.
Topics Discussed:
The Role of Business Owners in Financial Management (0:59)
The Dirty Secret of the Accounting Industry (3:04)
A Clientโs Transformation: Jennaโs Business Story (4:41)
This Weekโs Homework: The First Step to Taking Charge of Your Financials (9:33)
For help with business and personal goals and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Kickstart Accounting Inc.:
Instagram | https://www.instagram.com/Kickstartaccounting
YouTube | https://www.youtube.com/channel/UC7T_NMMpY1u7bnBrNptEYkA
Facebook | https://www.facebook.com/kickstartaccountinginc
Ever wonder how to navigate the maze of meal deductions as a business owner? Join us in this insightful episode where Danielle Hayden, founder and CEO of Kickstart Accounting Inc., and Kelsey Chester, Lead Account Manager, break down the misconceptions about deducting meals for your business, and how to stay compliant with the IRS. From deductions for company events to the nuances of 50% deductions for meals with clients, everything you need to know is in this episode. Tune in now before your next dinner out!
Key Takeaways:
- Learn how to confidently navigate meal-related tax strategies to maximize tax deductions for your business.
- Discover when you can claim 100% deductions from meals and when to claim 50%, and avoid common pitfalls that could cost you money.
- Get essential tips on proper financial documentation for meals, what details you need to record, and why it matters for IRS compliance.
- Avoid common mistakes business owners make when it comes to deducting meals, helping you stay on the right side of the IRS.
Topics Discussed:
Intro (0:00)
Maximize Tax Deductions, Not Dine on Taxes (0:51)
Examples: 100% Tax Deduction when Looking at Meals (2:29)
Examples: 50% Tax Deduction when Looking at Meals (4:07)
Meal with Spouse for Business Purposes: 50% OR 100%? (4:37)
Money Mindset Mastery Framework
IRS Guidelines Regarding Meal Tax Deductions (4:54)
Bookkeeping Perspective (6:23)
Episodes Mentioned:
EP 77 โ Retirement Plan Strategies That Will Reduce Your Businessโs Tax Liability
For help with business and personal goals and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Kickstart Accounting Inc.:
Instagram | @Kickstartaccounting
YouTube | @EntrepreneurMoneyStories
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Ever found yourself exhausted from transforming your home into your dream office space, only to wonder who pays the bill? In this episode, CEO Danielle Hayden unveils the secrets to maximizing your deductions this tax season with a deep dive into the often-overlooked realm of home office deductions. Explore how your home office can become a tax strategy, the requirements for it to become a business expense, and the different models you can use for tax deductions. Don't let your hard-earned money slip away โ donโt miss out on this full guide to make your home office work for your business! Download your home office deductions checklist: https://kickstartaccountinginc.com/homeofficedeductions
Key Takeaways:
- Home-Office Deductions Basics: Learn how having a home office can be a valuable tax strategy for business owners.
- Deductions Requirements: Understand the requirements needed for your home office to be determined as a business expense.
- Explore the different deduction models for S-Corps and LLCs based on your business and personal preferences such as the Flat Rate and the Percentage Method Models.
- Learn the importance of having organized documentation, and submitting monthly or quarterly business expenses.
Topics Discussed:
Intro (0:00)
Client Example: Freshly Painted Office but Whoโll Pay for it? (1:16)
What is Home Office Deduction (3:13)
First Step: Ask Yourself These Questions! (3:55)
Conversation with Kelsey Chester on Writing Off Your Home Office (4:18)
Second Step: Determine Your Entity Type (5:15)
Mindset Mastery Framework (6:03)
Accountable Plan: Reimbursement and Documentation (7:06)
What Does the IRS Say? (9:01)
What Home Office Expenses Are Tax-Deductible? (9:54)
Scorps Have 2 Options (10:57)
LLCs Have 2 Methods: Flat-Rate Method and Percentage Method (11:11)
Last Step in the Framework: Discuss with your CPA (12:42)
Document: Get Ready for Tax Season (13:11)
Donโt Co-mingle Business and Personal Expenses (13:54)
Donโt Leave Money on the Table (14:51)
Other Episodes Mentioned:
Ep 143 - Donโt Jeopardize Your Business! Why Not Co-mingle Business & Personal Finances
For help with your home office deductions and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Kickstart Accounting Inc.:
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
YouTube | @EntrepreneurMoneyStories
Facebook | Kickstart Accounting, Inc.
How often do you find yourself avoiding discussions about money, feeling a wave of stress, when faced with financial matters in your business? In this episode, CEO Danielle Hayden is joined by Becky Clabaugh, a Financial Behavior Change Expert to explore the reasons behind the avoidance of money discussions among entrepreneurs. Becky shares her expertise as an emotional regulation expert, delving into the psychological aspects of our relationship with money and providing valuable insights on how to transform your approach to finances. If you're ready to unlock a healthier relationship with your financials and embrace your role as the CEO of your business, tune in now for strategies and empowering perspectives. Tune in now!
Key Takeaways:
- Discover how cultivating a positive mindset is the key to unlocking financial success.
- Building financial resilience and breaking free from money-related limiting beliefs.
- How your feelings about money impact your decisions and overall financial well-being.
- Gain insights on building financial confidence and transforming your money mindset.
- Finding the sweet spot between logic and emotions for better financial decision-making.
- Exploring the nature versus nurture aspect of one's relationship with money and how early experiences and beliefs contribute to financial attitudes.
Topics Discussed:
Intro (0:00)
Emotional Flight OR Fight Around Money: Why Are We Here? (2:18)
Nature Over Nurture (4:55)
Goal Trauma and Financial Trauma: Is it Tough Even as an Expert? (6:21)
How Becky Started Her Journey? (08:03)
Knowing Your Numbers vs Following Intuition (10:44)
Heal: Money Trauma is Okay (11:56)
First Step of Transition: Awareness (14:22)
Mindset Mastery Framework (16:47)
Action Steps (17:50)
Second Action Step: Replace Wonder with Worry (20:03)
Actions Steps: Sympathetic VS Parasympathetic Nervous System (20:59)
Drinking To Cope with Something VS Drinking For Pleasure (23:12)
How to Manage Stress Around Numbers (25:07)
Celebrate and Reevaluate (27:09)
For help with your money mindset and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Becky Clabaugh:
Quiz | The Hidden Money Agenda
Instagram | @Becky_Clabaugh_Coaching
Connect with Kickstart Accounting Inc.:
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
YouTube | @EntrepreneurMoneyStories
Facebook | Kickstart Accounting, Inc.
Ever wondered how your business could benefit if you could reduce your tax liability and increase savings all while ensuring compliance with the IRS? In this episode, Danielle Hayden, CEO & Founder of Kickstart Accounting Inc., and Kelsey Chester, Lead Account Manager, spill the beans on some of the most powerful tax-saving strategies for business owners. From choosing the right entity type to diving into the intricacies of becoming an S-Corp, they break down the criteria you need to know. Don't leave any deductions on the table! Whether you're a seasoned entrepreneur or just starting, there's a strategy for you. Ready to transform your approach to taxes?
Key Takeaways:
- S-Corps: net income, expense separations, and solid bookkeeping for your S-Corp Status.
- Health Saving Accounts (HSA plans) as an essential investment for tax-free growth, high-deductible insurance, and taking care of yourself.
- Secure your financial future by leveraging 401k and IRA contributions while reducing your taxable income.
- How your home can turn into a deductible business expense.
- Tax advantages of hiring your kids into the business.
- Don't leave any tax deductions on the table!
Topics Discussed:
Intro (0:00)
Favorite Tax Season Strategies (0:04)
Stop Co-mingling Business and Personal Finances (1:47)
S-corps and Paying Yourself Reasonable Compensation (2:40)
Have Bookkeeping in Place (3:12)
Strategies for Scorps (4:41)
Mindset Mastery Framework (6:24)
HSA Plans (7:26)
Retirement (8:22)
Why Do S-corps Need an Accountable Plan? (9:20)
Document Home Office Deductions Properly (10:57)
Last Strategy: Hire Your Kids (13:00)
Additional Strategies (13:46)
For help with your tax deductions and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Kickstart Accounting Inc.:
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
YouTube | @EntrepreneurMoneyStories
Facebook | Kickstart Accounting, Inc.
Have you ever thought about boosting the visibility of your business by being a podcast guest? In this episode, Danielle Hayden, CEO of Kickstart Accounting Inc., welcomes Christina Lenkowski, founder of PublicityxChristina, to discuss the transformative power of podcast guest speaking. Christina explains the correct strategy for being a guest on podcasts to market your business, highlighting the importance of being in front of the right audience to maximize impact. If you're curious about leveraging podcasts to boost your business, tune in now for valuable insights and strategies to make your mark in the podcasting world.
Key Takeaways:
- The game-changing power of podcast guestingโyour โGolden Ticketโ business transformation.
- Exclusive insights on time management, team-building, and the podcast publicity strategy that has turned businesses into success stories.
- How to strategically select which podcasts (and how many) to be featured on as a guest to truly increase your business' visibility.
- Dive into the art of messaging with Christina's agency secrets. Learn how to whip up content that's not just engaging but magnetic.
Topics Discussed:
Intro (0:00)
Spot Readiness for Podcast Guests and How Christina Lenkowskiโs Company Contributes? (1:50)
Itโs Okay to Fail (5:22)
How did Christina Get Here? (6:21)
Podcasting: Who is an Ideal Client? (8:19)
Hire an Agency VS Doing it on Your Own (10:36)
Messaging Sets PublicityxChristina Apart (14:27)
Messaging: When Christina Knew it Was Time to Hire an Expert (16:54)
Mindset Mastery Framework (18:19)
Keeping Money Mindset Strong (19:22)
Time vs Money Objection (20:44)
Back to Basics (24:26)
Ultimate Smart Goal: Budgeting (27:41)
For help with your businessโs finances and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Christina Lenkowski:
Website | https://www.publicityxchristina.com
Instagram | PublicityXChristina
Facebook | publicityxchristina
LinkedIn | Christina Lenkowski
Connect with Kickstart Accounting Inc.:
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Are you ready for tax season? In this episode, Danielle Hayden, CEO & Founder of Kickstart Accounting Inc. guides you through the 5 essential steps you need to take to get your business organized for a stress-free tax season, from maintaining accurate bookkeeping all year round to assembling a synchronized & complete money team. Tune in now to ensure a smooth and relaxed tax preparation season.
Key Takeaways:
- Staying ready throughout the year with accurate and ready finances.
- Uncover the power of a money team that works in unison.
- W9s, 1099sโunderstanding paperwork requirements & contractors.
- Reviewing your payroll and your reasonable salary as an S-Corp.
- Stepping into the CEO's shoes, and crafting a strategic, forward-thinking financial plan for your business.
Topics Discussed:
Intro (0:00)
Disclaimer (0:38)
1st Step of Framework: Stay Ready (1:14)
Mindset Mastery Framework (3:32)
2nd Step: Ensure Money Team Alignment (4:35)
3rd Step: W9โs For All Contractors (6:16)
Review Your Payroll (6:51)
Quick Recap (7:49)
4th Step: Get Prepared Early (08:12)
5th Step: Start Being More Forward Thinking (9:25)
Do You Have a Bookkeeper? (10:14)
For help with your bookkeeping and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Kickstart Accounting Inc.
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Are you ready to unlock the blueprint for scaling your venture to 10 million? In this episode, CEO Danielle Hayden is joined by Bridget James Lin, founder of Freedom Queen to share how she transformed her coaching business into a movement empowering women to create million-dollar ventures using organic social media. Listen to the episode to hear more about Bridget's journey, mission, and the unique strategies she employed to scale her business using social media.
Key Takeaways:
- Bridget Ling's journey of turning coaching into a million-dollar success.
- Secrets for creating killer content on Instagram and TikTok.
- The art of strategic team building without overwhelming your business.
- Bridget's roadmap to scaling Freedom Queen to a $10 million empire.
- The importance of cleaning up before scaling for enduring success.
- How taking action and not perfect circumstances breeds confidence and success.
Topics Discussed:
Intro (0:00)
Bridgetโs Mission in the World: Building Million $ Movements Using Organic Social Media (0:59)
Working with Community: 3 Main Offers (4:32)
Bridget James Ling: Do it Yourself and Learn Faster (6:26)
Content Matters (7:50)
Why did Bridget Choose Instagram and TikTok? (10:33)
Mindset Mastery Framework (14:34)
Not Feeling Qualified: Actions to Start Working on Your Mindset (15:37)
Is There Any Hollywood Moment? (17:30)
How Bridget Keeps Her Money Mindset Strong and Why She Got Rid of Pinterest? (19:07)
Freedom Queen: Slim Team (24:26)
Did Bridget Hire Too Soon? (25:26)
Whatโs Next: Expanding The Reach and Growing Bigger (26:34)
For help with your money mindset and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Bridget James Ling:
Website | https://www.signonclients.com/signup
Instagram | Bridget James Ling
Connect with Danielle:
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Are you worried about how you're going to navigate the dynamic landscape of entrepreneurship in 2024? In this episode, CEO Danielle Hayden and Victoria Hughes, Operations Coordinator, dive into 2024 trends, from making values-driven financial decisions to sustainable business practices. Discover the importance of knowing your numbers, being cautious with AI, and shifting from perfectionism to consistency. Don't miss out on whatโs in and whatโs out for 2024 - tune in now and set yourself up for success in the exciting journey of entrepreneurship!
Key Takeaways:
- The significance of knowing and managing your numbers as a business owner.
- The secrets behind fostering real collaboration and relationships in business.
- Embracing sustainable practices and reducing overconsumption.
- Making financial decisions aligned with your core values.
- Insights into the 2024 business landscape and how to position your business for success.
Topics Discussed:
Intro (0:00)
Whatโs In: Know Your Numbers and Take Responsibility as Business Owners (2:27)
No AI in Bookkeeping at Kickstart Accounting Inc. (3:06)
Whatโs it VS Whatโs Out: Not Waiting Around Anymore is In and Ignoring The Hards Stuff is Out (7:44)
Finding The Right Team Vendors is In and DIY Bookkeeping is Out (9:20)
Mindset Mastery Framework (11:58)
Sustainability and Carbon Footprint is In and Over Consumption is Out (13:01)
Whatโs In: Real Collaborations, Making Financial Decisions With Core Values VS Whatโs Out: Not Knowing Your Money Personality Type (16:01)
Whatโs In: Investing and Training VS Whatโs Out: Perfectionism Paralysis (19:29)
Consistency is In and Over Correcting and Changing Every Quarter is Out (20:48)
Whatโs In: Slow Down and Enjoy the Journey (26:47)
For help with your mindset shifts, actionable strategies, and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Ever felt lost in the overwhelming world of healthcare, wondering if there's a better way to address your well-being? In this episode, Nicholas Misleh, a passionate nurse practitioner and founder of Apollo Health Optimization joins Danielle Hayden, CEO of Kickstart Accounting, to share his mission to revolutionize personalized healthcare. From actionable tips for better health to mindset shifts in entrepreneurship, Nicholas guides us through his transformative journey. Tune in now to break free from conventional health norms and embrace a more holistic approach.
Topics Discussed:
Nicholas Mission: Revitalizing Healthcare with a Holistic Approach (0:10)
Pay Attention to Your Health (2:13)
Mindset Shifts and Overcoming Scarcity Mindset in Pursuit of Independence (4:07)
How Nicholas Kept His Money Mindset Strong (8:57)
Money Mindset Mastery Framework (10:48)
Sticking to Your Intention and Core Values (11:52)
Functional Medicine VS Conventional Medicine (13:09)
Patientโs Perspective: Scared to Think Outside the Box (17:27)
Take Action: 10-min Walks, Homemade Lunches, and Build Community (20:28)
For help with business and personal goals and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Nicholas Misleh:
Website | apollohealthop.com
Instagram | Apollo Health Optimization
Facebook | Apollo Health Optimization
LinkedIn | Nicholas Misleh
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Do you want to know what successes and challenges shaped our journey at kickstart last year? In this episode, Danielle dives deep into the highs and lows, the wins and challenges that made the journey of Kickstart a successโ don't forget to watch this episode if you want to take your business game to the next level.
Topics Discussed:
Intro (0:00)
What Did Go Well (1:26)
Recap: Implemented New System (3:29)
What Didnโt Go Well (5:29)
Lessons Learnt (5:55)
Money Mindset Mastery Framework (6:27)
Know Your Numbers: Monthly Internal Review Process (7:31)
Number 1 Tool: Core Values (8:57)
Recession and Economics Slowdown: What We Noticed Last Year (10:32)
Why You Must Look at Your Numbers on Monthly Basis (11:23)
Celebrate Every Single Win (12:34)
Stay Proactive (14:25)
For help with business finances and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you planning to expand your business by hiring new team members in 2024? Then this episode is for you! Today, Jamie Van Cuyk, owner and lead consultant of Growing Your Team, joins Danielle for the second time on this show to talk about hiring and onboarding teams as small business owners. Tune in to learn Jamieโs unique perspective on hiring!
Topics Discussed:
Intro (0:00)
Jamieโs Mission: Helping Business Owners Hire Confidently (1:31)
Hiring Trends in Small Businesses Amid Economic Uncertainty (2:43)
Spending Gap, and Hiring Strategies for Small Businesses (5:26)
Hiring Trends: AI's Impact on Processes (8:06)
Changes in Application Process: What's New? (11:55)
Four Hiring Signs for Small Businesses (14:13)
Hiring Expert Level VS Entry Level Worker (18:18)
Affordability and Budgeting: Hiring for Small Business Growth (19:55)
Money Mindset Mastery Framework (23:14)
Key Things: Hiring Entry-level Employees with a Skill Set and Training Them for Success. (24:18)
Interview Questions for Entry Level Employees (29:32)
Business Owners Having No TIme for Hiring (30:40)
Do You Wanna Hire but Scared to be a Leader? (32:46)
Acton Steps Before Launching Jobs (35:43)
Criteria: Finding Your Ideal Candidate (38:21)
Reminder: Hire When Your Business Needs to Hire (46:04)
For help with business profiles and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Jamie:
Website | growingyourteam.com
LinkedIn | Jamie (Stringer) Van Cuyk
Instagram | @growingyourteam
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you tired of setting New Year's resolutions that never stick? In this episode, Danielle challenges the traditional resolution mindset. Say goodbye to failed goals in your personal and business life. Discover the financial goal setting worksheet that propelled a seven-figure business to success. This isn't just a promise โ it's a proven strategy for long-term financial success. Tune in now to stop resolving and start achieving.
Topics Discussed:
Intro (0:00)
Say No to Things that Donโt Align with your Goals (1:24)
Prioritizing Personal and Business Goals Based on Current Season of Life. (3:49)
Kickstart Accounting Financial Goal Setting Worksheet (7:10)
Money Mindset Mastery Framework (9:02)
Profit Assessment: Top Selling Product OR Service Line (10:04)
Aligning Business Expenses with Goals for Long-Term Success (11:16)
Business's Final Net Profit (13:49)
Looking Forward: Setting Business Goals and Intentions for the Year (15:21)
Profit Goal: Amount of Final Net Profit (18:32)
For help with business and personal goals and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Ever wondered how you can use Google to boost your businessโ online presence? In this episode, Mindy Kramer, CEO of 20Degrees Media joins Danielle to share valuable insights for boosting Google Business profiles. From maintaining consistent information to leveraging Google Voice, Mindy's tips are a goldmine for entrepreneurs and small business owners. Tune in now for a dose of practical marketing strategies! โก FREE PDF: The Top 5 Things Every Business Should Have On Google https://660a9c-3.myshopify.com/pages/freebie
โก Mindyโs Google Business Profile Workshop Pre-Sale: https://20degreesmediashop.com/collections/marketingworkshops ๐ต USE PROMO CODE: kickstart
Topics Discussed:
Intro (0:00)
Mindyโs Mission: Marketing Growth for Diverse Businesses (0:18)
Simple Business Strategies: How Mindy Works with Clients? (3:41)
Google Business Profiles: Importance and Action Steps (7:10)
Significance of Business Naming in Branding and Establishing an Online Presence (9:24)
Money Mindset Mastery Framework (13:26)
Phone Number OR Google Voice for Businesses (14:30)
Google Business Profile: Google Hours and Photos (16:01)
Perry Shares Workshop Insights (21:05)
Using Numbers and Analytics for Business Decisions (23:55)
Book the Calls (26:13)
Numbers Impact on Money Mindset (28:20)
Hashtags: Perryโs Favourite Business Numbers (29:42)
For help with business profiles and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Mindy Kramer:
Website | Marketing Agency
Workshops| Workshops
Instagram | @20degreesmedia
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you mixing your business and personal expenses? Don't put your business in jeopardy! In this episode, Danielle discusses why it's important to keep your business and personal finances separate and the dangers of not doing so. This is a must-listen episode for both old and new entrepreneurs!
Topics Discussed:
Intro (0:00)
No Judgement at Kickstart: Client Afraid to Share Details (0:39)
Examples of Commingling (3:18)
Why You Shouldn't Commingle? (5:02)
Personal Spending VS Business Spending Problem: Cash is the Reason Why Businesses Fail (7:17)
Money Mindset Mastery Framework (9:37)
Claiming Your Tax Deductions (10:39)
IRS Definition of Qualified Business Expense (12:17)
Partnerships: Fellow Business Owners May Consider Commingling as Theft (13:23)
Moving Forward: Commingled Funds and Accountable Reimbursement Plan (14:22)
Best Practices To Avoid Commingling (16:51)
Bookkeeping is the Foundation (20:29)
Need help organizing your finances? visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you running a small business and feeling a bit lost about the 2021 Corporate Transparency Act and BOI report? Well, you're not alone. In this episode of Entrepreneur Money Stories Danielle delves into the what, why, and how of the BOI report. Join us as Danielle unravels the details of the BOI report, outlines key compliance factors, and ensures you're prepared for what lies ahead.
Topics Discussed:
Intro (0:00)
Unlock CTA Secrets, BOI Insights and Prepare for 2024 (0:59)
Penalties: Stay Out of Trouble (2:18)
CTA Filing in 2024 (2:59)
BOI Report Filing Requirements (05:14)
Four Criterias: Are you a Beneficial Owner? (6:49)
Mindset Mastery Framework (8:20)
Actionable Framework for Compliance (9:23)
BOI Filing is Free (11:41)
For help with BOI filing and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Have you encountered challenges managing the cash flow amidst seasonal changes within your business? In this episode, Danielle shares the solution, and it's called the KSA framework. Discover how this framework can guide you through different business seasons. Tune in now as Danielle shares the secrets to managing and optimizing your finances, ensuring your business sails smoothly in every season.
Topics Discussed:
Intro (0:00)
Clientโs Example: Successfully Launched a Retail Location Despite Seasonality (0:59)
Introducing Framework (4:22)
Step One: Identify Seasonality (4:46)
Step Two: Identify the Type of Seasonality (5:25)
Step Three: Prepare (8:08)
Money Mindset Mastery Framework (10:44)
Save for Tax Reserve and Get a Line of Credit (11:46)
Prepare Yourself for Downtime (13:18)
Strategies during Peak Months (15:10)
Step Four: Manage Your Mindset (17:28)
For help with your business finances and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
As an entrepreneur, it's important to keep your money mindset strong during times of change. In this episode, Josh Hall, Web Design Business Educator and Founder of web design agency In Transit Studios, joins Danielle to talk about his money mindset journey and how to keep your mindset strong during transition periods, especially when things are not going well in your personal life so it doesn't affect your business. Listen in to learn how to transform your business and life!
Topics Discussed:
Intro (0:00)
Josh Hall Mission: Empowering Web Designers for Success (2:07)
Why Josh Sold his Agency? (2:55)
Choosing Courses Over Coaching and Mastermind (6:24)
How Josh Built Momentum with the Significant First Launch? (7:37)
Transitioning Mindset from Recurring Revenue to Courses (10:00)
Why Josh Opt for Courses Over Memberships Initially? (12:06)
Josh Shares Insights on His Money Mindset Amid Changes (14:22)
Joshโs Advice to Year One self: Value Yourself (16:40)
Money Mindset Mastery Framework (21:07)
Money Mindset Amid Business Pivots (22:10)
Discovered Need through Three C's: Coaching, Community, and Course (24:04)
Returning to Normal: Perception vs. Reality in Economics (26:21)
Joshโs Shares his Trigger for Action (28:29)
Ask Yourself: Whatโs Working and Whatโs Not (29:02)
Money Mindset Lesson: Analyzing Expenses and Spending Patterns (31:22)
Maintain Consistency Through Challenging Times (38:09)
Business Comfort Assessment (41:36)
For help with your financial statements and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Josh Hall:
Website | joshhall.co
Instagram | @joshhallco
YouTube | Josh Hall
Podcast | Web Design Business with Josh Hall
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
Do you do your own bookkeeping? Are you ready for this year's tax season? In this episode, Aubrey, Kickstart Accounting Onboarding Specialist, joins Danielle to talk about some DIY bookkeeping horror stories, answer frequently asked questions from business owners who do their own bookkeeping, and discuss how to be ready for this tax season. Tune in to learn everything a business owner needs to know about bookkeeping!
Topics Discussed:
Intro (0:00)
Bookkeeping (1:06)
Discovery Calls: Bookkeeping Dilemmas Unpacked (2:05)
Understanding Bookkeeping (2:58)
QuickBooks Automation Can Lead to Chaos (03:45)
Lead Your Business and Leave Bookkeeping to Experts (5:22)
Messy Records Reveal Missed Tax Savings (7:00)
DIY Bookkeeping Pitfalls: Shift to Strategic Thinking (9:02)
Mindset Mastery Framework (12:57)
Outsource Bookkeeping for Growth and Accountability Simplified (13:58)
Value the Snapshot for Accuracy (18:22)
Embrace CEO mindset (19:11)
Bookkeeping Horror Story and CPA defined (20:06)
Clientโs Business Turned From Pumpkin to Beautiful Carriage (23:11)
Report Card Effect (24:16)
For help with your financial statements and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Do you want to explore the tax benefits of hiring your children and paying them? In this episode, Danielle Hayden introduces a strategic framework, addressing legal considerations, task legitimacy, documentation, compliance with state laws, and reasons for reconsideration. Tune in for a tax-smart and opportunity-rich framework.
Topics Discussed:
Intro (0:00)
Client Example: Family-Business Balance (1:02)
Framework: Evaluate Tax Strategy for Benefits (3:58)
Step One: Identify the Legal Structure for the Appropriate Payment Approach (4:42)
Money Mindset Mastery Framework (7:31)
Step Two: Consider Your Children (8:32)
Step Three: Document the Work (9:29)
State Laws (11:38)
Last Step: Evaluate Why You Might Not Hire Your Children (12:19)
Quick Recap (14:13)
For help with your business strategies and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Have you ever wondered what type of health care expenses are tax-deductible as a small business owner? In this episode, Danielle simplifies the process of deducting health care costs, helping business owners save money on taxes and run their businesses more strategically. Tune in to learn the essentials of optimizing your tax deductions and managing your business like a CEO.
Topics Discussed:
Intro (0:00)
Out of Pocket Medical Costs (1:36)
Health Insurance Premiums for Business Owners and Accountability Plan (2:59)
Paying Insurance Premiums and Tax Deductions for S Corps (4:31)
Money Mindset Mastery Framework (8:49)
Who Should Pay The Premiums & Under Whose Name Should the Policy Be? (9:51)
Paying for Insurance Group Plan & Employeeโs Insurance (11:59)
HSA: Tax-Saving Tool for S Corps & Investing (12:21)
Keep Good Records & Communicate with Your Money Team (15:50)
Need help with your tax deductions? visit:
https://kickstartaccountinginc.com/get-started/ Unsure how to pay yourself a reasonable compensation?
https://kickstartaccountinginc.com/reasonable-comp
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Do you know your Money Personality Type? Are you aware of your beliefs around money? In this special interactive, re-run of a live webinar, Danielle goes over how you can know your Money Mindset and overcome your financial hurdles with custom solutions for your specific personality type. Listen in and break free from your beliefs holding you back!
Find your Money Personality Type: https://kickstartaccountinginc.com/quiz
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Work with us: https://kickstartaccountinginc.com/get-started
Are you ready to overcome financial fears and take control of your finances? In this episode, Victoria joins Danielle to discuss the 'Money Mindset Mastery' program, breaking down the step-by-step guide to mastering your money mindset and unlocking financial success. Stay tuned as they explore how this program can transform your business.
Topics Discussed:
Intro (0:00)
Shift to Money Mindset & Frameworks for Business Decisions (0:33)
Five-Day Video Bootcamp: Is This For You? (5:34)
Are You a Good Fit for the Money Mindset Mastery Program? (6:45)
What's Inside The Money Mindset Mastery Program? (10:01)
Money Mindset Mastery Framework (12:35)
Key Money Mindset Lessons (13:38)
Donโt Wait for Your Hollywood Moment (15:29)
Work-Life Balance & Aligning Personal and Professional Goals (17:47)
Ongoing Support, and Exclusive Access to the Expert Team (18:56)
Wrap-Up: Level Up from Practitioner to CEO With this Essential Companion (20:37)
For help with your businessโs finances and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you struggling to step into your CEO mindset? Do you know the 5 biggest roadblocks stopping women in business? In this episode of Entrepreneur Money Stories, Anne Konkoly, a certified nurse and business coach, joins Danielle to share how one can become your boldest and most courageous self. Tune in to learn how to evolve your mindset and become the CEO of your business and life.
Topics Discussed:
Ann Konkolyโs Mission: Entrepreneurship and Business Coaching for Nurses (0:12)
Starting a Small Private Practice and Goldman Sachsโ 10,000 Small Businesses Program (2:23)
Business Literacy and Creating the CEO Mindset (6:14)
Ann Konkolyโs 5Pโs That Keep Women From Evolving Their CEO Mindset (7:45)
Biggest Roadblocks Stopping Women In Business (8:54)
Where Our Money Mindset Comes From & Money Mindset Framework (12:34)
Transitioning from Practitioner to CEO & Mindset Shifts (14:20)
You Already Are A CEO & Creating Change in Oneโs Life (17:30)
Indecision & its Cost in Business and Personal Life (22:10)
There is No Right or Wrong & Business Advice for CEOs (26:36)
Ask For Help: You Cannot Be Everything (29:09)
For help with your businessโs finances and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Ann Konkoly:
Website | Ann Konkoly
Instagram | Ann Konkoly
Facebook | Ann Konkoly
LinkedIn | Ann Konkoly
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Do you know how to read a cash flow statement? Are you profitable on paper but never have any cash? In this episode, Victoria joins Danielle to discuss how that cash flow statement can be the solution to your business problems. Together, they simplify cash flow statements for all business owners, share their significance in knowing your business health, and discuss their three core categories. Tune in for this back-to-basics episode!
Topics Discussed:
Intro (0:00)
Introduction to the Cash Flow Statement (1:03)
First Category: Operating Activities (2:57)
Second Category: Investing (3:34)
Third Category: Financing (4:28)
Money Mindset Mastery Framework (5:20)
Simplify QuickBooks (6:29)
Cash Flow Errors and Credit Card Flow (7:47)
Investment and Financing Section Discussed in Detail (9:31)
Personal Expenses & Bookkeeping (10:36)
For help with your financial statements and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you navigating divorce as a business owner or considering prenuptial agreements? Lisa Zeiderman, a seasoned matrimonial attorney, joins Danielle to discuss prenuptial and post-nuptial agreements, emphasizing honesty and kindness during the process. She highlights the importance of meticulous bookkeeping and self-protection through immediate action and document provision. Join in for this not romantic, but potentially life-saving episode.
Topics Discussed:
Intro (0:00)
Lisa's Mission & Journey from Fashion to A Leading Matrimonial Law Firm (0:51)
Lisaโs Entrepreneurial Drive & Biggest Lesson Learned (2:14)
Prenups: Protecting Business Assets in Marriage (4:02)
Timing Matters: Having the Prenup Conversation (9:40)
Post-Prenup Marriage Action: Keep Business Finances Clean, & Organized (12:49)
Mindset Mastery Framework (16:40)
Post-Marriage Protenction When Invetsing In New Ventures (17:41)
Post-Nuptial Agreement Considerations and Consistent Adherence (21:07)
How to Protect Yourself When Considering Divorse (26:13)
Kindness and Honesty Foster Smoother Divorce Negotiations (27:53)
Advice For Business Ownerโs Navigating Divorce (29:53)
For help with your businessโs finances and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Lisa Zeiderman:
Lisaโs Firm | Lisa Zeiderman, Esq.
Lisaโs Westchester County Office | 914-455-1000
Lisaโs Email | lz@mzw-law.com
Instagram | Lisa Zeiderman
LinkedIn | Lisa Zeiderman
Facebook | Lisa Zeiderman
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you overwhelmed and confused by your financial statements and bookkeeping? Letโs review the basics! In this episode, Victoria joins Danielle to discuss the significance of a balance sheet. Discover the difference between income, balance, and cash flow statements, and delve deep into asset and liability management.
Topics Discussed:
Intro (0:00)
The Balance Sheet - Knowing Your Businessโs Health (1:56)
Three Areas: Balance Sheet Overview (5:11)
Determining Assets on the Balance Sheet (6:25)
Defining Liabilities: Shot-Term vs. Long-Term (7:45)
Equity: The Value of Your Business (10:29)
S Corp. Impact on the Balance Sheet and Asset-Liability Balance (11:48)
Money Mindset Mastery Framework (14:42)
Balancing Act in Managing Business and Using Quickbooks (15:44)
Cash Basis vs Accrual Basis Accounting (17:48)
Balance Sheet Common Errors: Sales Tax, Mystery Assets, and Personal Expenses (21:25)
Balance Sheet Nuances (26:30)
For help with your businessโs finances and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you an early stage startup or an accidental entrepreneur? In this episode, Melissa Wallace, co-founder of Fivefoottwo Marketing, joins Danielle to share the importance of KPIs in business, brand development, and marketing. Listen in to learn how to build a strong foundation for your company and LinkedIn brand-building strategies.
Topics Discussed:
Intro (0:00)
Melissa's Mission: Empowering Early Startups & Female Founders (0:18)
Early Stage Startup and Pre-Funding (1:39)
Two Categories: Capital-seeking startups and Brand-Refining Entrepreneurs (3:03)
Helping Accidental Entrepreneurs with Business and Marketing (03:55)
Brand Development VS Growth Marketing and Foundation Building (7:19)
Experts, Not Consultants: Differentiating Roles (14:42)
Mindset Mastery Framework (15:57)
CMO Role's Importance in Business (17:01)
Quick KPI Calculation and CAC Metric (22:40)
Key Performance Indicators (KPIs) in Business (29:37)
Addressing Business Challenges and Maximizing LinkedIn Strategies (32:18)
How Melissa Keeps Her Money Mindset Strong? (34:28)
For help with your businessโs finances and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Melissa Wallace:
Website | Fivefoottwo Marketing
LinkedIn | Melissa Wallace
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you struggling to understand your financial statements? Every business owner must understand the language of money and have their businessโs financial health clearly defined. In this episode, Danielle and Victoria simplify Profit and Loss statements, going over their importance, the biggest mistakes people make, and the most important metrics to know. Join us as we explore accounting details, business profitability, and the divide between popular financial perspectives!
Topics Discussed:
Intro (0:00)
The Big Three Financial Statements: Profit, Balance, Cash (1:43)
Finance Framework Course (2:47)
Overview of the Profit and Loss Statement and Accounting Basics (3:28)
Operating Expenses and Bookkeeping (08:33)
Net Income or Loss (10:15)
Money Mindset Mastery Framework (13:49)
Bookkeeping as a recipe for business success (14:52)
Accountants vs. Popular Financial Views (16:28)
Tax planning and the importance of business profitability (19:02)
Profit and Loss Statement Issues (25:47)
For help with your financial estatements and more, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started
Are you trying to force wealth and success? Is your nervous system working against you in business? In this episode of Entrepreneur Money Stories, Alison Reeves, a seasoned mindset and business coach, joins Danielle Hayden to explore how to empower individuals to expand their wealth by balancing masculine strategy and female energy in business and life. Donโt forget to check out Alison Reeves course and Danielleโs guest lesson in it!
Topics Discussed:
Intro (0:00)
Alison Reeves journey so far and mission (0:20)
Masculine and Feminine energy in business (1:40)
Alison Reevesโ Aligned & Affluent Course and Holistic Approach to Money Mindset (3:45)
Nervous system regulation in entrepreneurship: Emotional Balancing and Manifesting (5:58)
Money Mindset Personality Type (08:12)
Transformation: More wealth with less force and Holistic Success (09:12)
Alison Reevesโ Aligned & Affluent Course in detail (13:31)
Danielle's guest lesson in Alisonโs course: Money Mindset (15:22)
Connect with Allison (19:35)
To take control of your businessโs finances, visit:
https://kickstartaccountinginc.com/get-started/
Alison Reeves Aligned & Affluent Course:
https://alisonreeves.co/aligned-affluent/
Connect with Alison Reeves:
Website | Alison Reeves
Instagram | @alisonreevesco
YouTube | Alison Reeves
LinkedIn | Alison Reeves
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
Are you planning to give gifts to your employees and clients this holiday season? In this episode of Entrepreneur Money Stories, Danielle Hayden dives into the details of gift giving and taxes, such as what gifts are allowed, gift price ranges, and tax deductions. Listen in to learn how to give amazing and meaningful gifts without getting into any tax trouble.
Topics Discussed:
Intro (0:00)
IRS rules on non-taxable employee gifts and cash (0:59)
Framework Step 1: Determine why you are giving a gift (3:19)
Framework Step 2: Who are you giving the gifts to? (04:21)
Framework Step 3: What is the perceived value of the gift? (4:30)
Framework Step 4: Determine the actual value of the gift & action steps for gift giving (5:06)
IRS rules: Tax rolls and payroll options for gifts (5:13)
Money Mindset Personality Type (10:12)
Gift tax rules for contractors, clients, and tips reporting (10:23)
Solid bookkeeping and owner's draw (14:23)
For help, DM on Instagram @Kickstartaccounting (17:48)
To take control of your taxes this holiday season, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
Is your business struggling with profit? Are you overspending in your personal life? In this episode of Entrepreneur Money Stories, Hilary Hendershott, founder of Hendershott Wealth Management, joins Danielle Hayden as they delve into the intricacies of money management, the Profit First approach, wealth building, and money mindset. Discover valuable insights into overcoming financial hurdles, optimizing investments, and reshaping your money psychology for lasting financial success.
Topics Discussed:
Intro (0:00)
Discussing Hilary Hendershot's mission (1:25)
Wall Street, Financial News Media, and the truth about the stock market (2:11)
The Profit First Approach for business and personal finance (8:09)
Money Mindset Mastery Framework (12:27)
Accountants' reluctancy to Profit First: Saving on Taxes vs. Profit (13:28)
Hilaryโs approach to investments and growing wealth (18:05)
The 8th Wonder: Compound Returns (20:26)
Hilaryโs advice for Money Mindset (23:50)
Hilaryโs Free Gift for You (28:48)
To take control of your businessโs finances, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Hilary Hendershott:
Website | Hilary Hendershott
Instagram | @hilary.hendershott
YouTube | Hilary Hendershott
LinkedIn | Hilary Hendershott
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
Are you falling into the same financial pitfalls as many business owners? In this episode of Entrepreneur Money Stories, Danielle Hayden shares her wisdom on fine-tuning budgeting practices for optimal business efficiency. Explore the importance of approaching budgeting in a way that matches your individual money personality and the four different budgeting approaches.
Topics Discussed:
Intro (0:00)
Money Personality Type Quiz (2:39)
What exactly is a budget? (3:07)
Style #1 - Budgeting for Free-spenders: The Allocation Method (4:57)
Money Mindset Mastery Framework (12:41)
Style #2 - Budgeting for Perfectionists: Expense Grading Worksheet (13:43)
Style #3 - Budgeting for Keepers: The Back-In Method (17:46) Style #4 - Budgeting for Balance Seekers: The Traditional Approach (23:07)
Understanding which budget style suits you (29:24)
Book your budget session with our team (30:00)
For help with finances while growing your business, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
Are you making the most common legal mistakes business owners do? In this episode of Entrepreneur Money Stories, Danielle and Paige discuss essential legal and tax strategies for small businesses and entrepreneurs. Join us for this conversation with a legal expert dedicated to helping entrepreneurs navigate these topics and avoid legal pitfalls.
Topics Discussed:
Intro (0:00)
Common Mistake #1: Registering the business. (4:00)
Common Mistake #2: business insurance, and professional contracts. (5:24)
Common Mistake #3: professional contracts (8:30)
Top contracts to have: Master Service Agreements, Terms & Conditions, and more (11:41)
Explaining Worker Agreements, 1099 Contracts, and Legal Safeguards (13:28) Money Mindset Personality Type (15:51)
Understanding the legal and tax aspects of LLCs and S Corps (23:03)
For help, reach out to Paige and her team (35:35)
For help with finances while growing your business, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Legal Paige:
Website | thelegalpaige.com
Instagram | @thelegalpaige
LinkedIn | The Legal Paige
YouTube | The Legal Paige
Podcast | The Legal Paige Podcast
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
Paying yourself as a business owner can be tricky; it can be difficult to know which approach to take and what would work best for your specific situation. In this episode of Entrepreneur Money Stories, Danielle shares three methods you can use to manage your personal income from the business and keep your finances in order. Listen in and find the right method for you.
Topics Discussed:
Intro (0:00)
Understanding S Corps: Their Pros and Cons, Episode 115 (01:26)
Lisa's S Corp journey in Episode 117: Dream Home Achieved (2:09)
Avoid using your business account as a personal piggy bank. (4:50)
Cindy's eCom Store and her financial wake-up call: separating business and personal (05:42)
Money Personality Type Quiz (08:05)
Method 1: Percent of Revenue Approach (09:38)
Method 2: Profit Distribution (12:26)
Method 3: Personal Budget (15:35)
For help choosing the best method for you, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
In this episode of Entrepreneur Money Stories, Danielle and Lindsay delve into community-driven business growth, partnerships, starting and growing a business without funding, and Lindsay's journey of selling her business. Discover insights on organic marketing, business development, challenges, key lessons, and cost-effective marketing strategies.
Topics Discussed:
Intro (0:00)
Lindsayโs current mission and focus (2:47)
Lindsay as an โaccidentalโ entrepreneur and how to grow your business with no funding (4:04)
Balancing full-time work and building a business (6:48)
Attracting brand partnerships: luck or skill? (10:23)
Money Mindset Mastery Framework (20:50)
The journey of selling your company: navigating due diligence inquiries (21:51)
Leaving your business behind and pivoting to a new business (28:46)
Lindsayโs most important lesson learned and strategies for success (37:00)
Connect with us for help (45:20)
For help with finances while growing your business, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Lindsay Pinchuk:
Website | www.lindsaypinchuk.com
Instagram | @lindsaypinchuk
LinkedIn | Lindsay Pinchuk
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
When should a contractor become an employee? What is a W9 or 1099 contract? How should you collect them? In this episode of Entrepreneur Money Stories, Danielle is joined by Kelsey to answer those questions and explain their complete blueprint for business owners on how to expand their teams.
Topics Discussed:
Intro (0:00)
What are W9 and 1099 contracts? (1:33)
The best practices for collecting the W9s and who you need to collect them from (2:48)
What is the difference between a contractor and an employee? (8:12)
Money Mindset Mastery Framework (10:11)
When to turn a contractor into an employee and the benefits of each (11:14)
The most important reminders (17:20)
Connect with us for help (19:00)
For more help regarding employees, contractors, W9 or 1099 contracts, visit:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
In this episode of โEntrepreneur Money Storiesโ, Danielle is joined by Tanessa, a health consultant for 7-figure earners, to discuss how entrepreneurs are prone to overwork, lack of concentration or energy, and even burnout, because they neglect the greatest asset of their business, hasโtheir mind. Together they talk about sleep, diet, tools, and routines to increase productivity.
Topics discussed:
Intro (0:00) Your brain is the greatest asset your business has. (2:44) Aura ring as a way to measure our quality of sleep. (5:31) What is REM sleep, and how does it impact your business? (7:22) Bedtime Routine: Dos and Donโts (10:31) Circadian rhythm and ways of triggering your brain to slow down (11:42) How late exercise and food can alter good sleep (14:40) Ways to mitigate disrupting factors (16:37) Finding your Money Mindset personality type (18:20) Alcohol as a sedative and how it influences REM sleep (19:39) Start implementing consistency at bedtime to see fast results (22:35) Adjusting your sleep time with chronobiology (23:34) Ways to know if you are sleeping at the right time (25:09) What to eat for breakfast to feel satiated and maintain energy stability (26:43) Healthy breakfasts and the truth about carbohydrates (28:47) Importance of blood sugar stability and inflammatory effects of meals (31:03) Monitoring fight or flight response using heart rate on food adaptability (32:56) Evaluating your diet and the consumption of whole foods (34:51) Advice on caffeine: when to drink coffee (37:24) How to elevate your energy levels through resilience (39:37) Conclusion (41:25) Get in touch with Tanessa and The Becoming Limitless Podcast (43:08)
Connect with Tanessa Shears:
Website | tanessashears.com
Instagram | @tanessashears
YouTube | Tanessa Shears
LinkedIn | Tanessa Shears
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
In this episode of Entrepreneur Money Stories, Danielle is joined by Kelsey to discuss a frequent question among listeners: How do I get paid as an LLC or sole proprietor? There can be a lot of confusion among business owners when it comes to being an LLC, such as what exactly is an LLC, the cost of becoming one, "Should I pay my mortgage from my business account?", and more. Together, Danielle and Kelsey, answer all these questions and more, so that you and your business can thrive while being legally protected.
Topics Discussed:
Intro (0:00) What exactly is an LLC? (1:30) Should a sole proprietor become an LLC? (2:17) The cost of becoming an LLC (2:55) Sole proprietor vs. LLC vs. S-Corp (3:08) Single-member LLCs vs. partnerships (4:54) How to pay yourself as an LLC (5:27) Legally distinguishing between personal and business expenses (7:13) How to have clean bookkeeping (9:02) Does it matter how often you take owner draws? (10:17) Owner draws and taxes (10:55) How to calculate owner draws and how much to pay yourself (11:16) Paying yourself as an S-Corp vs. an LLC (14:55) How to pay yourself during slow months (16:09) Treat your business as a business, not a personal ATM. (17:09) Connect with us for help (19:52)
For help becoming an LLC or calculating owner draws, visit https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Instagram | @Daniellehayden__OH
Instagram | @Kickstartaccounting
Website | Kickstart Accounting, Inc.
Facebook | Kickstart Accounting, Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
In this episode, Danielle delves into the five essential actions you must cease immediately to uncover joy, happiness, and fulfillment in your financial life, whether in business or your personal affairs. She begins by addressing a notable study from 2010, which observed that day-to-day happiness increased with rising income up to a certain threshold. However, an opposing study conducted in 2021 revealed that happiness continued to climb with income levels well beyond that initial limit. This apparent contradiction underscores the intricate relationship between money and our intrinsic needs, all interwoven with our money mindset.
The Hierarchy of Needs
Danielle draws inspiration from Maslow's hierarchy of needs, a concept suggesting that humans possess a structured hierarchy of needs, motivated to fulfill them in a hierarchical manner. The foundational needs start at the bottom, encompassing physiological essentials like food, water, shelter, and sleep. These basic necessities are intricately linked to one's financial situation, with a clear correlation between meeting these needs and financial stability. Progressing upward, safety needs include personal and financial security, health, and protection from harm. Financial security serves as a prerequisite for ascending the hierarchy and reaching one's fullest potential. Following that, a sense of belonging emerges, with ties to money as it relates to the community and connections within one's business.
The upper tiers of the hierarchyโesteem needs and self-actualizationโare areas where significant attention is often focused. Esteem needs center around earning respect from others, cultivating self-confidence, and achieving a sense of accomplishment. Money plays a pivotal role here, influencing how we are perceived and impacting self-esteem. At the apex of the pyramid lies self-actualization, encompassing personal growth, creativity, and a sense of purpose. This is an arena where business owners frequently invest substantial time and effort as they strive to attain their full potential in their unique entrepreneurial pursuits.
Understanding these needs at their deepest level is crucial for comprehending their intricate connections with our money mindset.
The Five Things You Need to Stop Doing
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Stop Saying You're Not Enough: Reframe negative self-talk that undermines self-esteem and self-confidence.
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Stop Ignoring Your Personal Budget: Establish a personal budget to meet the basic needs of yourself and your family, providing the essential foundation for financial security.
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Stop Ignoring Your Money Mindset: Recognize the fundamental role of mindset in your entrepreneurial journey. Understand and heal your money mindset, utilizing it in conjunction with financial tools to pave the path toward self-actualization.
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Stop Trading Short-Term Happiness for Long-Term Fulfillment: Resist the allure of immediate gratification in favor of long-term goals that promise sustained security and happiness. Avoid trading short-term dopamine rushes for enduring contentment.
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Stop Living the YOLO Lifestyle: Shift your mindset away from a "You Only Live Once" approach, maintaining focus on your long-term objectives and avoiding distractions.
What Can You Do About These Five Things?
So what can you do to step away from these bad habits? When we stop saying Iโm not enough, wonderful things can happen so start reframing those negative thoughts. Episode 110 of Entrepreneur Money Stories does a deep dive into this topic. Secondly, stop ignoring your personal budget and plan out a budget so that you know what you need to survive and thrive. If you havenโt set a personal budget before, click here for a template. A personal budget is also going to help you in your business too- it takes the guesswork out of how much you should pay yourself in your business. Healing your money mindset is a common thread through all of the above action steps. Understanding and healing your money mindset gives you as an entrepreneur the tools you need to ramp up your business to meet your self-actualization journey.
Key Points
[03:20] The hierarchy of needs
[10:42] The five things you need to stop doing right now
[15:54] What can you do about these five things?
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc.
Get Started Today:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc.
Get Started Today: https://kickstartaccountinginc.com/get-started/
Show Notes
In this episode, we delve into the intricacies of building successful co-founder partnerships with the guidance of Tanis Jorge, a seasoned tech entrepreneur and a leading advisor in the field. With over two decades of experience and the co-founding of four companies with the same partner, Tanis is the author of the Co-Founders Handbook and the Co-Founders Hub, on a mission to empower entrepreneurs in nurturing their most crucial assetโtheir co-founding partnerships.
Keys to Success in Partnerships
One key insight shared by Tanis is that roles within a co-founder partnership can evolve over time. While in the early stages of a business, founders often wear multiple hats, the most successful partnerships thrive on having clear and specific expectations for each partner. This adaptability, tailored to the unique needs of the business, ensures that as the business and partners grow, they remain aligned.
Intentionality is a cornerstone of prosperous partnerships. Tanis emphasizes that co-founders should not merely "set and forget" their collaboration, as both partners are human, and emotional support is vital. Unlike in marriage, where partners primarily serve each other, in a business partnership, the focus centers on the business itself, often requiring non-emotional decision-making.
How Do You Find a Business Partner?
Finding the right business partner can be a challenge, and Tanis advises individuals to start by self-assessing their strengths and weaknesses. Understanding what you bring to the table allows you to identify the gaps that require a complementary partner. This introspection is valuable not only for those actively seeking partnerships but for all, as effective communication is essential.
Tanis introduces the P.I.K.E. frameworkโPassion, Interest, Knowledge, and Excitementโas a tool for evaluating potential partners. Ensuring alignment in these areas prevents the need to drag partners along, ensuring their full commitment to the projects at hand.
The episode explores the top reasons people enter partnerships, with moral support and validation being among the most common. However, Tanis cautions that feeling obligated or rushing into a partnership without careful consideration can lead to unfavorable outcomes. Aligning your self-assessment with potential partners is crucial.
What Happens If Life Changes?
Life inevitably brings changes, and the episode underscores the importance of having a well-defined partnership agreement. This agreement acts as a safety net, ensuring that the business won't collapse if a partner needs to exit. Seeking legal counsel to draft such an agreement is recommended, promoting peace of mind for both partners.
Effective communication is a central theme, with regular meetings at varying intervalsโdaily, weekly, monthly, or yearlyโbeing essential to partnership success. These meetings ensure continuous dialogue, preventing catastrophic surprises.
What If My Business Partner Isnโt Cooperating?
For a partnership to thrive, both partners must share the same end goal, fostering a unique kind of intimacy. Honest discussions about roles and operations are crucial, and maturely addressing issues can lead to a successful partnership, whether it involves dissolving the company, splitting the partnership, or finding a new direction.
The episode acknowledges that sometimes dissolving a partnership isn't as simple as it seems, often entailing substantial costs. Therefore, careful evaluation of the situation and seeking advice from legal and financial experts is vital.
Tanisโ Biggest Lesson Learned
Tanis shares a sobering reality: the dissolution of a partnership often marks the end of the friendship. She advises keeping business and friendship separate, cautioning that the statistics on maintaining friendships after a partnership ends are low. However, the bonds formed in successful partnerships can be profound and among life's greatest gifts.
In Tanis' extensive experience, she aims to help people elevate their partnerships from good to great. Tune in to gain valuable insights into building, maintaining, and thriving in co-founder partnerships.
Key Points
[02:44] Keys to success in a partnership
[08:51] How do you find a business partner?
[15:33] Why do people look for partnerships?
[18:15] What happens if life changes? [24:48] What if my business partner isnโt cooperating?
[29:04] A piece of advice for the business partner hanging on
[31:41] Tanisโ biggest lesson learned
Connect with Danielle:
Instagram | @DanielleHayden__OH
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc.
Get Started Today:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle: Website |ย Kickstart Accounting Facebook |ย Kickstart Accounting Inc. Get Started Today: https://kickstartaccountinginc.com/get-started/
Show Notes
Tune in to the latest episode of Entrepreneur Money Stories as Kelsey and Danielle from Kickstart Accounting unveil the ins and outs of transitioning your business to an S-corporation. If you've been pondering the concept of an S-corp, this episode is your comprehensive guide to understanding its intricacies. In a phase of rapid business growth? Then this could be a game-changer.
Whatโs an S-Corp and What are the Advantages?
Delve into the essence of an S-corp and its role in taxation strategy. Should you be an incorporated S-corp or an LLC S-corp? The distinction lies in a specialized tax election that can unlock significant tax savings. With a keen focus on businesses with net income exceeding $50,000 for two years, the hosts highlight the pivotal role of accurate bookkeeping. Your profit and loss statement serves as the cornerstone for this crucial decision-making process.
Discover the advantages that an S-corp status bringsโopportunities for retirement plans, potential to engage a board of directors, and more. But it's essential to recognize that there are specific revenue thresholds and increased financial responsibility. Keeping business and personal expenses separate is paramount, particularly under the S-corp structure, where improper handling could lead to complications during audits.
Drawbacks and Requirements for Becoming an S-Corp
Becoming an S-corp when your business meets the requirements above doesnโt have many drawbacks, but there are some things that become a bit tedious when you are setting it up. Uncover the intricacies of reasonable compensationโwhat should an owner's role fetch in terms of payment within your region? Seeking guidance from tax accountants or online benchmarks can aid in this determination. Navigating payroll intricacies is another vital aspect. Even if you're a one-person operation, being on payroll is mandatory. Federal and state payroll system registration and tools like Gusto streamline this process.
Meticulous bookkeeping takes center stage. Understanding where your funds flow is critical. While a degree of separation between personal and business expenses is mandatory, it doesn't demand perfectionโcommunication with your bookkeeper can rectify occasional overlaps.
Conclusion
Kelsey shares anecdotes of clients who missed out on substantial tax benefits due to misconceptions about S-corp advantages. Remember, you don't have to navigate this decision alone. Seeking help and guidance is a smart move, enabling you to capitalize on potential tax savings. Transitioning to an S-corp isn't just about altering business structureโit's about harnessing its potential to drive financial efficiency and growth.
Key Points
[02:54] Whatโs an S-corp and why do I want to be one?
[10:49] Drawbacks to becoming an S-corp
[16:38] Requirements for an S-corp
[21:56] Conclusion
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc.
Get Started Today:
https://kickstartaccountinginc.com/get-started/
Show Notes
Welcome back to another episode of Entrepreneur Money Stories! Today on the show Danielle, the Founder and CEO of Kickstart Accounting Inc. is flying solo. With an unwavering passion for empowering women in service-based businesses, she's dedicated to unraveling the complexities of financials, enabling entrepreneurs to make a lasting impact. Today, Danielle delves into a topic that often sparks anxiety - operating in the red. But fear not, her insights will guide you through this challenge with a level head and strategic approach.
What Does Operating in the Read Mean?
When your operating income reflects a loss, you're officially operating in the red. Danielle kicks off by emphasizing the importance of accurate bookkeeping and monthly profit and loss analysis. Unveiling the root causes of such losses is pivotal, as they could stem from isolated incidents like annual subscriptions or project revenue dips. In some cases, seasonal patterns might be the culprit, as seen during vacation-heavy periods. Identifying whether your business follows such a seasonal trend is crucial.
Should the loss extend for more than three consecutive months, it's time to widen the lens. Danielle advises considering broader market shifts that might be affecting your business. Understanding your finances is paramount. She highlights the impact of becoming an S-corp, where your previous draws now translate into expenses, potentially altering your business's profitability. Collaborating with your financial team becomes essential to grasp the implications and make any necessary operational adjustments.
Taking Action
After exhausting these considerations, it's time for action. Swift decisions are crucial, with a focus on non-personnel cuts initially. Using the expense grading worksheet, Danielle demonstrates how to trim expenses without compromising your valuable team members. While cuts might be tough, remember that you can reintroduce these elements later. Survival is the key objective at this moment.
As you navigate this challenging phase, building a cash reserve is imperative to adapt to the evolving market landscape. Luxury expenses take a backseat as you build a financial cushion. Danielle then suggests pinpointing your business's primary problem without succumbing to fear. Resist the urge to panic and concentrate on addressing one issue at a time. If it's a revenue decrease, is it a marketing or market-related challenge? A deep dive analysis can offer insights into the underlying causes.
Questions for Reflection
Danielle encourages introspection amidst this period of financial challenge. Each valley holds valuable lessons, whether it's a brief setback or a more extended struggle. Revisit your money mindset stories that might be exacerbating the situation. Kickstart's money mindset mastery program can aid in reframing your perspective for positive change.
Are you putting in the extra effort? Revisit the strategies that yielded success before. Examine your schedule, habits, and interactions. Rekindling those practices can rejuvenate your momentum and passion. Consistency reigns supreme; avoid distractions that divert your attention from your business objectives.
Fuel your business with renewed energy and surround yourself with those who uplift you. Danielle underscores the importance of leadership during challenging times. Visualization and focus on success are potent tools for steering your business out of fear's grasp. Remember, succumbing to fear isn't an option, even when uncertainty ripples through the entrepreneurial community.
As we conclude this insightful episode, Danielle's guidance echoes in our minds: face challenges head-on, adapt strategically, and lead your ship through the storm. Thank you for joining us today on Entrepreneur Money Stories, where wisdom meets action.
Key Points
[02:32] What does operating in the red mean?
[11:08] Taking action
[17:05] Questions for reflection
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc.
Get Started Today:
https://kickstartaccountinginc.com/get-started/
Show Notes
In this episode, we're joined by the talented Shelli Warren, a seasoned expert in helping service-based business owners cultivate exceptional leadership teams. Shelli's deep-rooted connection with Danielle is evident as they share a mutual commitment to empowering female entrepreneurs. Their insightful conversation delves into the challenges and rewards of forming a robust leadership team in the world of business.
Things to Keep In Mind as a Leader
Entrepreneurship often springs from a passion for one's craft, but the broader aspects of running a business require acquired skills. Shelli reassures us that it's absolutely normal not to adore every facet of being a business owner โ a sentiment many can relate to. Acknowledging that you can't excel in all domains is crucial. Just as it's acceptable to seek financial advice, it's perfectly fine to seek help in the realm of team leadership.
Shelli emphasizes that the pursuit of perfection in every role is an unrealistic expectation. Instead, the focus should be on building a leadership team that complements your strengths. Drawing parallels to the corporate world, she highlights that in service-based businesses, a leadership team comprises dedicated individuals who align with the mission and vision. These professionals are skilled in their anchor areas, forming a cohesive unit that drives growth.
Creating a Leadership Team
The journey to creating such a team starts with recognizing potential leaders within your existing ranks. Shelli advises to identify those who think like business owners, exhibit core values, and uphold high standards. Transparent communication is paramount: openly express your intent to develop leadership roles within the company. This not only fosters internal growth but also sets the stage for a smoother transition if external hires become necessary.
Building Your Culture
When conversations with potential leaders fall short, maintaining transparency is key. While it can be disheartening, the team should understand that changes are vital for progress. Shelli stresses that leadership transformation begins with the founder's vision for the team experience. Reflecting on personal team experiences helps define desired workplace dynamics, which should be communicated openly. Recognizing and commending behaviors that embody core values further nurtures a positive atmosphere.
The Tough Conversations
Tackling challenging conversations requires clear intention. Shelli advises a focused approach, highlighting the desired outcome and encouraging the individual to actively resolve issues. Avoid overwhelming the recipient by addressing incidents individually, offering constructive feedback that paves the way for improvement.
Why Do I Want a Leadership Team?
The significance of a leadership team's role in business expansion is undeniable. Shelli explains that this team acts as a bridge between the founder and the extended team, managing day-to-day operations and reporting back. As the founder concentrates on high-value tasks, a sense of self-sufficiency grows within the leadership team. This cascades into a culture where direct leaders guide their teams, leading to quality interactions and fewer interruptions for the founder.
In conclusion, Shelli Warren's insights illuminate the path to creating a leadership team that complements your strengths, propelling your business to new heights. By embracing the idea that you can't excel in every aspect and fostering transparent communication, you empower your team to take ownership and drive success. Tune in to discover how to cultivate a leadership team that propels your business growth while allowing you to focus on your core passions.
Key Points
[03:56] Things to keep in mind as a leader
[07:09] Creating a leadership team
[21:25] Building your culture
[28:40] The tough conversations
[32:53] Why do I want a leadership team?
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc.
Get Started Today:
https://kickstartaccountinginc.com/get-started/
Show Notes
Welcome to another enlightening episode of Entrepreneur Money Stories! In today's episode, we delve into a powerful technique that can transform your money mindset and overall outlook on life โ the High Five Habit. Our guest, Danielle, a devoted follower of Mel Robbins' pioneering work, introduces us to this innovative practice and explores how it can rewire and reframe our approach to money.
What Does a High Five Mean to You?
Think back to that impactful high five you received. Imagine the emotions coursing through you, the context of the moment, and the person behind that uplifting gesture. Danielle takes us on a journey through her own experience, where a high five during a grueling Spartan race shifted the course of her race, metaphorically and literally.
What is the High FIve Habit?
At the heart of the High Five Habit is the concept of starting your day with a mirror-side high five. Originating from Mel Robbins' personal experience of combating negative self-talk during a rushed morning, this simple practice triggers the release of dopamine in the brain, providing a much-needed boost. Scientists have also revealed that the act of raising your arm creates additional energy, highlighting the significance of seemingly small actions in shaping our days.
Why Does It Work?
But why does the high five work wonders in dispelling negativity and ushering positivity? Just as we internalize negative self-talk through experiences, the habit of celebrating ourselves through high fives can also be etched into our subconscious. This transformation is facilitated by linking the practice with new neural pathways, interrupting the cycle of self-doubt and welcoming fresh energy. If you find yourself resisting this notion, it could be a sign that you're not accustomed to celebrating your own accomplishments. By extending a high five to yourself, you're declaring "I see you" and "I hear you," momentarily halting the tide of negativity and embracing a newfound vitality.
How to Use the High Five Habit
Mel recommends incorporating this habit into your daily morning routine. As you set intentions for the day and envision your future self, choose a trigger like brushing your teeth or sipping your morning coffee. Lift your arm, give yourself a high five in the mirror, and if you're a fan of mantras and affirmations, this is a perfect moment to recite them.
Recognizing the challenges business owners face as their harshest critics, Danielle highlights how this practice can be a catalyst for self-celebration. The inner turmoil of being an entrepreneur can be met head-on with the high five habits, celebrating achievements and milestones along the way. This practice isn't confined to personal triumphs; it can be harnessed to confront financial insecurities too. Whether it's looking at your financial reports or engaging with your money team, incorporating high fives amplifies your self-affirmation and rewires negative thought patterns.
In conclusion, the High Five Habit offers a simple yet transformative approach to shifting our money mindset and daily outlook. With the guidance of our insightful guest Danielle, we've explored how the act of celebrating ourselves through high fives can override ingrained negativity, setting us on a path of self-discovery, positivity, and achievement. So join us on this episode of Entrepreneur Money Stories as we uncover the power of the high five and its profound impact on our relationship with money and self-worth.
Key Points
[01:44] What does a high five mean to you?
[05:20] What is the high five habit?
[08:55] Why does this work?
[13:18] How to use the high five habit
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc.
Get Started Today:
https://kickstartaccountinginc.com/get-started/
Show Notes
In this episode of Entrepreneur Money Stories, we revisit Brandee Gaar, the founder of a thriving wedding planning business based in Orlando, Florida. With an impressive track record spanning sixteen years in the industry, Brandee has not only built a profitable business but has also become a dedicated coach to other wedding professionals. Her mission is clear: she wants to help others succeed while challenging the pervasive burnout culture that often plagues the wedding industry.
The Summit
The conversation takes place just after Brandee's annual Summit, an event she meticulously plans with thoughtfulness and intention. Initially starting her coaching online, Brandee found her true calling in in-person events, allowing participants to experience a sense of empowerment and embrace their roles as CEOs. Every aspect of the Summit is crafted to provide authenticity and realness to attendees, both during the sessions and outside of them. Brandee believes that gathering the right individuals in one room can spark transformative changes in their professional lives.
Tracking the Financial Side of Things
Brandee astutely manages her business, ensuring clear financial segregation among its various branches, such as wedding planning, the Summit, and coaching, all under the same LLC. This approach enables her to closely track the profitability of each segment individually. She emphasizes the importance of paying attention to the finer details, especially during less profitable years, and setting expense goals to complement sales targets, driving steady growth.
Looking into the Future
Despite the fear surrounding a possible recession, Brandee adamantly refuses to plan from a place of fear, dismissing it as an excuse for mediocrity. Instead, she advises professionals to focus on excellence, redouble their marketing efforts, and invest in personal and business growth. Even post-pandemic, when her company seemed to be coasting, Brandee recognized the opportune moment to push for growth and made concerted efforts to expand the business.
A strong advocate for investing in her team, Brandee believes in providing her employees with opportunities for growth. For instance, she invested in her social media manager by purchasing an SEO course, which will remain available to future team members in that role, enhancing their skills and contributing to the overall growth of the business.
Money Mindset and the Financial Aspect
A major decision Brandee made recently was moving the Summit from Orlando to Austin, TX. This shift was a strategic one, calculated to foster a 20% growth in that region by centralizing the event. Drawing from past attendance data and comprehensive planning for best and worst-case scenarios, Brandee confidently took the leap, recognizing the potential for success in this bold move.
Advice for the Fearful Business Owner
Brandee's insights resonate deeply with entrepreneurs, emphasizing the importance of thoughtfulness in managing one's business, resisting conformity, and identifying and addressing the gaps that hinder growth. Her approach exemplifies how investing in essential areas and shedding weaknesses can lead to business expansion and overall success.
In conclusion, this enlightening episode with Brandee Gaar is a treasure trove of wisdom for anyone navigating the wedding planning industry or seeking entrepreneurial inspiration. Her remarkable journey, coupled with her passion for uplifting others, serves as a guiding beacon for entrepreneurs striving to thrive in competitive markets while avoiding burnout. Listeners are left with invaluable takeaways on building profitable businesses, fostering authenticity, and nurturing a strong team to achieve their goals.
Key Points
[04:48] The Summit
[09:28] Tracking the financial side of things
[17:18] Looking into the future
[24:34] Money mindset and the financial aspects
[32:43] Advice for the fearful business owner
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Connect with Brandee:
Website | https://brandeegaar.com/
Instagram | https://www.instagram.com/brandeegaar/
Youtube | https://www.youtube.com/channel/UCwii0TlcCz7Cfy5Han-RPYg?view_as=subscriber
Show Notes
Welcome to Entrepreneur Money Stories, where we explore the challenges and triumphs of running a business. In this episode, we tackle the pervasive issue of negative thinking and its impact on business owners. Negative thinking involves having thoughts that perceive oneself, others, and the world in a negative light. Left unchecked, these thought patterns can hinder progress and success. Join us as we delve into various types of negative thinking and provide strategies to break free from its grip.
Types of Negative Thinking and Thought Patterns
Negative thinking can manifest in different forms, such as filtering, personalizing, catastrophizing, and polarizing. Filtering involves focusing solely on the negative aspects of situations, while personalizing leads to self-blame for negative events. Catastrophizing is the tendency to anticipate the worst outcomes, and polarizing involves viewing circumstances as either entirely good or bad.
To counter negative thinking, our host, Danielle, shares a powerful strategy: positive affirmations. Rather than superficially repeating positive statements, she suggests delving deeper and reframing negative thoughts with evidence-based counterarguments. By examining concrete evidence such as business growth numbers and data, entrepreneurs can challenge their negative perceptions and gain a more accurate perspective on their progress.
Strategies to Break Negative Thinking Cycles
Examining the evidence objectively is crucial in breaking the cycle of negative thinking. By looking at the actual numbers and data related to business growth, entrepreneurs can often find that their negative thoughts do not align with the reality reflected in the data. Playing out different scenarios, including worst-case outcomes, enables them to develop strategies to address potential challenges and safeguard their business.
Shifting perspectives is another powerful tool. Imagine offering advice to a colleague or friend who shares similar negative thoughts. How would you encourage and uplift them? Applying this compassionate perspective to oneself can help reframe negative thinking and inspire self-belief. Additionally, seeking support from a money team or a supportive network provides an outlet to voice concerns and gain encouragement from fellow entrepreneurs.
The power of asking empowering questions cannot be underestimated. By reframing inquiries, entrepreneurs can unlock valuable insights, discover lessons from failures, build rapport, and mitigate business risks. It is essential to ask open-ended questions that foster growth and exploration, rather than limiting ones that reinforce negative thinking. Actively listening to one's inner dialogue and redirecting it towards more empowering thoughts is key.
Embracing curiosity and personal growth is vital in overcoming negative thinking patterns. Approaching negative thoughts with curiosity allows entrepreneurs to question the likelihood of worst-case scenarios and explore alternative perspectives. Reflecting on past experiences where adversity was overcome helps cultivate resilience. Focusing on lessons learned and the strength already demonstrated can help build confidence.
Wrapping It Up
In this episode of "Entrepreneur Money Stories," we delve into the world of negative thinking and provide actionable strategies to break free from its grip. By harnessing the power of positive affirmations, examining evidence objectively, shifting perspectives, and asking empowering questions, business owners can overcome negative thinking patterns and cultivate a resilient mindset. Join us as we explore the transformative power of reframing and discover how it can propel your business forward.
Key Points
[02:40] Types of negative thinking
[03:50] Types of thought patterns
[07:28] Strategies to break negative thinking cycles
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Show Notes
On todayโs episode of Entrepreneur Money Stories we have the pleasure of welcoming Carol Cox, an esteemed entrepreneur, thought leader, and Democratic political analyst, who has been making waves in the speaking industry. In this episode, we explore Carol's transformative work with women who have been in business for several years and are seeking to take their ventures to the next level. Whether their expertise lies in psychology, STEM, leadership, or other domains, Carol guides these women in crafting signature talks that fuse personal mission and storytelling, creating an authentic and resonant connection with their audiences.
Building to Paid Speaking Engagements
One common dilemma among aspiring speakers is the uncertainty surrounding the value and significance of their stories. Carol highlights the importance of speaking from the heart, focusing on what truly matters to you, and weaving a thread that aligns with your business. By enabling the audience to feel and believe in their potential, a speaker can truly make a lasting impact. While lead generation often serves as the initial motivation for many people entering the speaking arena, Carol emphasizes the power of speaking at conferences and local groups that genuinely resonate with one's audience. As a speaker's reputation grows, opportunities for speaking engagements will arise, providing the chance to negotiate fees and establish a solid financial foundation.
Why Add Public Speaking to Your Repertoire?
While podcasting offers an excellent platform for honing speaking skills, Carol reminds us that speaking in front of a live audience brings a distinct set of challenges. Public speaking, often cited as a common fear, can profoundly enhance personal growth and self-confidence. Carol herself identifies as a speaker rather than a writer, encouraging individuals to verbalize their thoughts to facilitate problem-solving and self-discovery. Through sharing a personal story of her own journey, Carol reveals the transformative power of speaking and how it led to the creation of Speaking Your Brandยฎ, her groundbreaking venture.
Can You Be a Writer and Speaker?
Carol firmly believes that one can excel as both a speaker and a writer. She recalls working with a client who beautifully transposed their jointly created signature talk into a written format. However, she cautions that writing and speaking require different approaches, as the spoken word possesses a unique cadence and rhythm. Transferring written content into a speech demands careful consideration and adaptation.
Considering Pricing
Another critical aspect Carol addresses is the money mindset associated with speaking engagements. Many women tend to undervalue their services, charging less than they should. While speaking fees may vary depending on the audience, event, and organizers, Carol suggests keynote speakers should consider a minimum fee ranging from $2,500 to $3,500, with experienced speakers able to command up to $10,000. For workshops and training, a minimum fee of $2,500 is recommended, which can increase to $15,000 and beyond. It is crucial to recognize that speaking engagements are a value exchange, where the speaker's expertise and experience deliver tangible benefits to the audience.
To ensure fair compensation, Carol advises speakers to list their pricing on their websites, promoting transparency and allowing potential clients to make informed decisions based on their budgets. Additionally, when considering speaking engagements for exposure, it is important to assess whether the audience aligns with your target clientele, if you will have access to valuable photos and videos, and whether the event host advocates for you. By tracking the speaking engagements and measuring client conversions, speakers can identify the events that yield the best results and tailor their future choices accordingly.
Carolโs Money Mindset
In the closing segment of this episode, Carol shares her personal experiences and the ups and downs of her money mindset as a long-term business owner. She highlights the significance of valuing the services she provides and pricing her business accordingly. With the advent of the pandemic, Carol's company swiftly adapted to virtual speaking and thought leadership, emphasizing the importance of becoming a thought leader in one's industry. Taking permission for oneself to be a thought leader and pushing boundaries to advance conversations and ask profound questions are vital aspects of establishing oneself as a true catalyst for change.
Join us for this captivating conversation with Carol Cox, as she empowers women to find their voices, embrace their stories, and activate ideas for change. Discover the transformative potential of public speaking, gain insights into pricing your services, and uncover the path to becoming a thought leader in your industry. Get ready to embark on a journey of personal growth, professional empowerment, and impactful storytelling.
Key Points
[03:15] Building to paid speaking engagements
[10:25] Why would someone want to add public speaking to their repertoire?
[14:44] Can you be a speaker and a writer?
[17:28] Speaking as revenue: considering pricing
[21:47] Starting the conversation of being paid for a speaking engagement
[26:59] Carolโs money mindset
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Connect with Carol: linkedin.com/in/carolcox/
Discover your speaker archetype:quiz.tryinteract.com/#/6293ca2d37a5df0018ea1642
Show Notes
Welcome to today's episode, where we dive into the first step of our money mindset mastery framework: awareness. In this episode, we explore the impact of confirmation bias on our financial decisions, memories, and self-perception as business owners. By becoming aware of our unconscious thoughts and biases, we can gain a better understanding of our current money mindset.
Confirmation bias, our tendency to seek, interpret, and remember information that confirms our existing beliefs, plays a significant role in our financial choices. It influences everything from our buying decisions and budgeting to how we run our businesses and spend money. Often operating beneath our conscious awareness, confirmation bias reinforces negative stories we tell ourselves and fosters unhelpful comparisons with others.
Emotional Spending and Confirmation Bias
One common manifestation of confirmation bias is emotional spending, which can affect many business owners. Driven by our biases, we may make impulsive purchases, believing they will solve our business problems. However, taking a step back and allowing 48 hours before making a significant purchase can help counteract this bias. By doing so, we create space to critically evaluate the positive and negative aspects of the decision, rather than solely focusing on the positives. This intentional pause helps break the cycle of biased research and encourages more balanced and informed financial choices.
Unfortunately, even when we take time for research, confirmation bias can still influence our perceptions. We may overlook negative aspects and only see the positives, reinforcing the belief that such purchases are beneficial. This process triggers dopamine spikes that reinforce our emotional spending habits, making them challenging to break.
Steps to Break the Cycle
To break free from this cycle, we must approach our financial mindset with curiosity rather than unwavering conviction. Embracing a mindset of curiosity allows us to be open to new perspectives and experiences, as well as acknowledge the possibility of being wrong. By adopting this approach, we can reframe negative thoughts and challenge them with a more curious and open mindset.
Another crucial step is to think about your thinking! Evaluating our instinctive reactions and searching for ways to prove ourselves wrong can help us break free from the constraints of confirmation bias. It's essential to consider multiple perspectives and be open to changing our minds. We must remind ourselves that change is not a bad thing; it signifies growth and development.
Join us in this episode as we explore the power of awareness in overcoming confirmation bias and transforming our money mindset. By understanding how biases shape our financial decisions, we can make more informed choices and create a healthier relationship with money.
Key Points
[09:37] Emotional spending and confirmation bias
[14:05] Steps to break the cycle
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Show Notes
In this episode of Entrepreneur Money Stories, we have a special guest, Amber De La Garza, a productivity specialist who focuses on helping small business owners achieve more joy in their lives and businesses. Amber understands the challenges entrepreneurs face, including burnout and the urge to step away from their businesses. She believes that by optimizing productivity, entrepreneurs can create a fulfilling and sustainable entrepreneurial journey.
Amber begins by emphasizing the importance of understanding where your time is being spent and how you are tracking it. Rather than striving for a perfectly structured schedule, she advises entrepreneurs to observe their time and identify patterns. This self-awareness enables quick adjustments and allows for the creation of an ideal schedule that aligns with personal goals.
What is Productivity?
Productivity, according to Amber, goes beyond mere busyness, organization, or color coding. It involves investing our best time in our most important activitiesโthe tasks that propel us towards our goals. While organization can support productivity, it is not the sole determinant of success. A cluttered desk does not necessarily impede progress, just as a meticulously color-coded system does not guarantee achievement.
Amber emphasizes that the primary goal of any business should be profitability. By focusing on this overarching objective, entrepreneurs can alleviate stress and free themselves from concerns about keeping the business afloat. Often, entrepreneurs become overwhelmed by various goals, diverting their attention from the main objective. Reflecting on past patterns and behaviors can help identify areas for improvement and initiate positive change. Identifying one's best activitiesโsuch as marketing, sales, servicing clients, and leadershipโbecomes crucial for productivity and profitability.
The Four Buckets of Productivity
Marketing and visibility play a pivotal role in every business. Whether it involves traditional methods like newspaper or Google ads, or modern strategies like podcasting and networking, the consistency of marketing efforts is paramount. Amber advises entrepreneurs to find marketing methods they enjoy, enabling them to show up consistently and improve over time. Distractions and fires can easily derail progress, but entrepreneurs can differentiate between genuine problems and self-inflicted disruptions by analyzing their own inaction in the past. Tracking time and identifying patterns can help pinpoint areas that require change.
Sales activities, which include discovery calls or initial consultations, are high-value tasks that contribute to business growth. Amber suggests batching such activities to optimize productivity, dedicating specific days to specific tasks.
Servicing clients is the third important bucket. For product-based businesses, this may involve customer service and product improvements, while service-based businesses focus on delivering their services. Entrepreneurs must strike a balance between dedicating time to clients and managing other aspects of their business.
Lastly, leadership is essential for achieving business goals and profitability. By investing time in training, coaching, and running team meetings, entrepreneurs can multiply their productivity by leveraging their team's efforts.
Accidental Business Owners
Amber addresses the issue of "accidental" business ownersโthose who ventured into entrepreneurship due to their passion for a craft but feel unequipped to handle the business side. She assures listeners that running a business is a teachable skill, and formal business education is not a prerequisite for success. Ignoring the financial aspect of a business can hinder its smooth operation, so entrepreneurs should prioritize financial management.
In this episode, Amber LaGarza shares valuable insights and actionable strategies for becoming more productive and achieving business success. Whether you are an accidental business owner or a seasoned entrepreneur, this episode will help you develop the skills needed to optimize your time, focus on the right activities, and ultimately create a profitable and fulfilling business.
Key Points
[02:04] What is productivity?
[06:32] Where do you start in becoming more productive?
[13:02] What is marketing and visibility?
[19:14] Sales
[22:40] Servicing your clients
[24:55] Leadership
[27:17] Accidental business owners
[30:34] What does all this look like in practice?
Click here to check out Amberโs media kit
https://amberdelagarza.com/
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Show Notes
Join us in this insightful episode as we explore the inspiring journey of Seran Glanfield, a former banker from Wales who discovered her true passion in the realm of movement and pilates. Initially drawn to pilates as a dedicated runner, Seran quickly realized its profound impact on her well-being and decided to become a pilates instructor. However, her growing fascination with the business side of the industry led her to shift her focus to helping other pilates instructors thrive and expand their studios.
How Seran Guides Clients to Differentiate
With the boutique fitness world experiencing exponential growth over the past decade, many studio owners find themselves faced with a saturated market. So, how can you set your business apart from the crowd? While pricing is a commonly used strategy, Seran emphasizes that long-term differentiation lies in uncovering the unique qualities of your fitness studio. From providing exceptional customer experiences to helping clients achieve their goals, understanding your strengths is crucial in setting yourself apart.
One common pitfall for business owners is falling into the comparison trap when discovering their business's core values. Seran advises putting on blinders and resisting the urge to focus on what neighboring studios are doing. Often, owners underestimate the special aspects of their own business, overlooking their unique offerings. By prioritizing core values and allocating resources accordingly, you can retain clients who genuinely appreciate the exceptional service you provide.
Getting Someone in the Door vs. Retention
Marketing can be divided into two main aspects: attracting clients to your studio and fostering loyalty. To engage potential clients who haven't yet interacted with your business, it's important to identify any obstacles that may be holding them back. By effectively communicating your core values and clarifying the type of environment you provide, you can pre qualify clients and invite them to take the next step. Once a client walks through your door, shift your focus from addressing hesitations to showcasing the potential they can achieve by working with you. Successful marketing creates visibility, while a seamless sales strategy acts as a natural next step in their fitness journey.
Seranโs View on Pricing and Discounts
Aligning your pricing model with your values and desired client interaction is vital. Each business is unique in how it wants to engage with clients, and this extends to pricing services. There is no one-size-fits-all approach, and it's essential to choose a model that aligns with your brand values. Whether you believe in offering drop-in classes for flexibility or prefer subscription-based options for better results, select a pricing structure that resonates with your studio's identity. Additionally, consider the expenses associated with running your business, such as rent and utilities, and ensure that your pricing sustains these costs.
What Does it Mean to Run a Business Like Clockwork?
When all the pieces of your business puzzle fit together, your studio runs like clockwork. Your business should not be a constant source of headaches, and implementing systems that allow you to work on your business, rather than just in it, is crucial. While it's natural to gravitate toward areas where you feel comfortable, it's important to continually seek ways to elevate all aspects of your studio. Obtaining an outside perspective can be invaluable in identifying areas for improvement that may have been overlooked.
How Seran Keeps Her Money Mindset Strong
As a coach, Seran sees money and business as tools rather than measures of personal worth. She encourages clients to adopt a similar mindset, focusing on the number of people they can support and the impact they can make through their work. While optimizing profitability is important, expanding your goals beyond financial metrics will enhance your satisfaction as a business owner.
Tune in to this episode to gain valuable insights on standing out in the competitive boutique fitness industry, uncovering your studio's unique strengths, and nurturing long-term business growth. Discover how focusing on core values, effective marketing, strategic pricing, and a healthy money mindset can lead to success and fulfillment as a studio owner.
Key Points
00:17 What most people donโt know about Seran
02:44 How Seran fell in love with boutique fitness studios
06:51 How Seran guides clients to differentiate
16:54 Getting someone in the door vs. retention
21:49 Seranโs view on pricing and discounts
30:01 What does it mean to run a business like clock work
36:09 How Seran keeps her money mindset strong
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Show Notes
In this episode of Entrepreneur Money Stories, we dive into the specific steps needed to conduct a quarterly financial review for your business. Join us as Danielle from Kickstart Accounting shares their proven process, empowering you to minimize tax liabilities and finish the year strong.
Why Should I Do a Mid-Year Check In?
Setting clear intentions at the beginning of the year allows for hyperfocus on what truly matters to your business. However, a mid-year check-in is essential to ensure you're on track or need to recalibrate your goals. Successful business owners are willing to pivot and adapt when necessary, especially if unexpected growth occurs. If you don't have a CPA offering mid-year check-ins, consider finding one to help optimize your tax strategy for the second half of the year.
Starting the Process: Prep Work and First Steps
To start the process, block out uninterrupted time in your calendar and create a quiet space for reflection. Gather important documents, including your monthly snapshot, income statements, balance sheet, cash flow statement, written goals, and a notebook. Arrive on time and treat this meeting with respect, dedicating the full allotted time to focus solely on your business.
Begin the review by expressing gratitude for what has gone well in your business so far. Then, revisit the intention you set at the beginning of the year to ensure it still aligns with your current situation. Analyzing your income statement, focus on three key numbers: gross profit, monthly net income, and monthly cash flow.
Income statement, Balance Sheet, and Cash Flow Statement
Next, examine your balance sheet to assess the assets and liabilities of your business. Aim for a healthy debt-to-income ratio and ensure you have sufficient assets or cash to cover your business's debt. The cash flow statement provides insight into where your money goes, clarifying if it's being used to repay previous debts or accumulate in your personal account. Consider setting an intention for the latter half of the year, such as saving 6-12 months of operating expenses for increased financial security.
What Happens When I Get Back to the Office?
Returning to the office, utilize your new intention as a filter for decision-making. When faced with business choices, ask yourself if they are necessary, align with your goals, and identify the best approach. Avoid letting FOMO dictate your decisions and understand the cost of both action and inaction. To maintain momentum, use monthly snapshots to reflect on your financial direction. Take the time to analyze and evaluate your spending habits and leverage your bookkeeping team's expertise to gain further insights.
In conclusion, this episode equips you with the knowledge and tools to conduct a powerful mid-year financial review. By implementing this process, you can make informed decisions, optimize your financial strategy, and confidently steer your business towards success.
Key Points
[02:55] Why do I need to do a mid-year check in?
[08:28] Starting the process: prep work and first steps
[20:08] Looking at your income statement, balance sheet, and cash flow statements
[27:16] What happens when you get back to the office?
[30:34] Tools and systems to keep yourself aligned
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Show Notes
In today's business landscape, many individuals stumble upon entrepreneurship unexpectedly. Learn how radical ownership empowers business owners to take charge of their decisions and encourages their employees to do the same. In service-based industries, where customer experiences can be challenging due to unpredictability, embracing radical ownership becomes even more crucial. Explore the idea of doing what you can, not just what you should do, to ensure exceptional customer service and business growth.
Women In Wealth Initiative
The Women In Wealth initiative was born out of Bernadette and Michelle's shared experiences as main income earners in their households. They wanted to create a safe community dedicated to supporting women who find themselves in similar roles. As the dynamics of wealth shift more and more often into the hands of women, it is essential to change the way we approach money. Gain valuable insights into financial planning, investment strategies, account management, and savings, all while being guided by female financial advisors and like-minded women seeking smart money choices.
Action Steps to Take Now
Take action now by understanding where you stand financially and where you want to be. Whether you and your partner are excelling in business or facing challenges, setting financial goals together is crucial. Even if one person handles the day-to-day budget, it's essential for both partners to have a comprehensive understanding of their family's financial situation. Building a strong money team, including a tax strategist, bookkeeper, and financial advisor, ensures you stay on track and avoid future missteps. Learn how viewing your family's income from a business perspective can increase its effectiveness.
Keeping a Strong Money Mindset
Maintaining a healthy money mindset is like embarking on a fitness journey. Rather than diving in headfirst, take the time to gradually develop good money habits. Accept that you can't excel in everything at once and focus on what matters most. Building a healthy money mindset requires ongoing exercise and accountability. Discover the benefits of sharing your goals with a trusted friend to keep you motivated and on track. Together, we can nurture a positive relationship with money and strive for financial well-being.
Unlock the potential of compound investing and witness how small, consistent efforts can yield significant results. Banish the fear of starting with too little, as compounding money is a proven mathematical equation that can profoundly impact your net worth over time. Don't let any confidence gaps hold you back. Start today, and with perseverance and discipline, watch your confidence and wealth grow. Remember, it's never too late to embark on your financial journey.
Join us for an episode filled with practical advice, inspirational stories, and actionable steps to empower entrepreneurs and women in wealth. Embrace the concept of radical ownership, explore the Women In Wealth initiative, understand the importance of a strong money mindset, and witness the transformative power of compound investing. Tune in now to take control of your business, finances, and future.
Key Points
[02:55] Radical ownership: what it means and where it came from
[09:36] The Women In Wealth Initiative
[16:14] What action steps can you take right now?
[24:40] Improving and keeping a strong money mindset
[28:49] The power of compound investing
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Show Notes
Welcome to the latest episode of Entrepreneur Money Stories with Danielle. In this episode, Danielle explores the importance of core values and how they can guide your financial decisions to build a sustainable and purpose-driven business.
What are core values and why do I need them?
Core values are the fundamental beliefs and guiding principles that shape the culture of your business. They go beyond marketing strategies and represent the ethical and moral standards you uphold. Many entrepreneurs and small business owners often overlook the need for a set of core values, but they play a crucial role in establishing a strong identity and creating a specific set of standards for your business.
Danielle highlights five key reasons why having core values is essential. Firstly, core values provide a clear understanding of your business's identity, not just for marketing purposes, but as a stand-alone entity. Secondly, they serve as a framework for decision-making, enabling you and your employees to make aligned choices, even in challenging situations. By empowering your team to make confident decisions based on shared core values, you can free yourself from being the sole decision-maker.
Furthermore, when employees share the same core values as their boss, they feel a sense of belonging and are motivated to go above and beyond. This leads to a stronger emotional connection with your brand, resulting in greater customer satisfaction. By displaying your core values, you attract customers who resonate with your beliefs, fostering long-lasting relationships.
How do I create my businessโs core values?
To create your business's core values, Danielle suggests stepping out of your normal work environment and taking a moment to center yourself. Try the box breathing technique to really clear your mind. Reflect on how your business deeply impacts clients and write down five to seven words that are integral to your culture and mission. It's important to align your business practices with these values and use them as a decision-making framework. If you find that you're not aligning with your core values, it's an opportunity to either reassess them or make necessary behavioral changes.
Putting your core values into practice.
By prioritizing your core values, your spending habits will naturally shift to reflect those values. It doesn't necessarily mean cutting your spending, but rather reallocating funds to support your values. When your financial decisions are value-focused, people will connect with your business on a deeper level. Your business will not only become profitable but also meaningful and impactful.
Danielle emphasizes the importance of regularly refining your core values over time. As you cultivate a company that upholds its values in every aspect, you'll see opportunities for improvement month by month. By consistently aligning your financial snapshot with your core values, you create a business that not only thrives financially but also leaves a positive and lasting impact on the world.
Tune in to this episode to gain valuable insights into using core values to guide your financial decisions and discover how aligning your spending habits with your beliefs can create a purpose-driven and successful business.
Key Points
[02:07] What are core values and why do I need them?
[09:37] How to discover your businessโ core values
[14:23] Putting core values into practice
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Show Notes
Dr. Lara Salyer's personal experience with burnout in the medical field drives her mission to help individuals worldwide find their flow and rediscover joy in their work. On the Entrepreneur Money Stories podcast, she shares practical tips for business owners to identify burnout, redefine success beyond numbers, and empower medical professionals to tap into the flow. Understanding the four phases of the flow cycle, implementing strategies to clear mental space, and prioritizing meaningful work can lead to sustained flow and prevent burnout. Dr. Lara emphasizes the importance of connecting with intuition and inner signals to enhance the flow experience. By recognizing the contrast between flow and burnout, individuals can take steps to prevent burnout, regain control over their time, and improve overall well-being.
What is flow?
A flow state, in contrast to burnout, is characterized by a sense of mindfulness, fun, and being fully engaged with one's senses during a task. It is a state of optimal performance that can last from 5 to 90 minutes, boosting self-efficacy while reducing stress and cortisol levels.
Understanding the four phases of a flow cycle is crucial: starting with struggle, followed by release, where setting conditions for mental relaxation is essential, then entering the flow state itself, rich with serotonin and endorphins, and finally experiencing recovery, allowing the brain to pause and synthesize experiences without electronic stimulation.
Finding flow
Finding an easy flow state can be challenging, especially when stress overwhelms us. Clearing mental space and identifying peak productivity hours are effective strategies for inviting flow into our workdays. Dr. Lara highlights the tendency of entrepreneurs to seek easy dopamine bursts by tackling simple tasks first, but warns that this approach wastes valuable time. Instead, prioritizing meaningful work can lead to a more sustained and fulfilling flow state.
In certain professions, intuition and inner signals are often ignored, yet connecting with our inner selves is crucial for experiencing flow. Dr. Lara suggests using tools such as a feelings wheel to identify emotions and their physical manifestations, as this simple practice can have a profound impact.
The intersection of Flow and Burnout
Recognizing the stark contrast between flow and burnout, Dr. Lara provides practical tips for preventing burnout. Acknowledging the need for help is the first step, followed by taking deep breaths and utilizing her free restoration plan to improve well-being. Regaining control over one's time by learning to say no and setting boundaries is also essential.
Key Ideas
[03:01] Dr. Laraโs mission in the world
[05:54] What a flow state is and why itโs important
[10:08] How business owners can use a flow state
[12:27] A few ways to use or find flow states
[15:48] How do you know if youโve hit a flow state?
[21:29] The four cycles of flow
[24:19] How flow intersects with burnout
[26:21] Practical burnout prevention tips
About Dr. Lara Salyer
Dr. Lara Salyer, a rural family medicine physician, experienced burnout after 15 years in her career. She found solace in painting, drawing, and running, leading her to study the effects of stress on physiology and become certified with the Institute for Functional Medicine. She opened a holistic membership practice, leveraging technology for cohesive wellness in her community.
With training from the Flow Research Collective, she coaches flow acquisition and high-flow leadership in her Catalystโข Studio Mentorship program. Dr. Lara aims to teach one million health professionals how to tap into creative flow, eradicate burnout, and enhance happiness. Her memoir, "Right Brain Rescue: One Physician's Journey from Burnout to Bliss," explores the creative muse within all of us. She resides in Monroe, Wisconsin, with her family, a lively dog, and endless piles of laundry.
Dr. Laraโs Free Restoration Plan
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Today is a special episode where we are celebrating 100 episodes of Entrepreneur Money Stories.
Iโll be sharing some clips from our favorite top episodes in the four categories of sales, operations, CEO and money mindset.
Join me in this episode as I share some of our best clips from the podcast and some of the best tips weโve featured for your small business.
In this episode, I also discuss:
- The difference between scummy business and authentic business 8:29
- The mindset shift that has to happen with business owners 11:02
- The importance of SOPโs 14:42
- Emotional spending 26:10
Prefer to read this? Check out the blog here
Connect with Danielle:
Follow her on Instagram
Like our sponsorโs page on Facebook
Get Started TODAY
Get Started Today:
https://kickstartaccountinginc.com/get-started/
Are you an entrepreneur whoโs been living paycheck to paycheck in your business?
Living paycheck to paycheck makes it hard for entrepreneurs to weather any unexpected changes or invest in new opportunities.
Today, Iโm sharing some strategies that will help you manage your debt, know your numbers and start building a cash reserve so you can stop living paycheck to paycheck and create some breathing room in your business.
In this episode, I also discuss:
- Living paycheck to paycheck creates anxiety 1:45
- Building a brand with intention 5:47
- Having a plan and setting a budget 7:44
- Why itโs so important to have a cash reserve 13:02
Other episodes mentioned:
Power of 1% โ episode 49
The Four Forces of Cash Flow โ episode 44
Intention Setting โ episode 79
Prefer to read this? Check out the blog here
Connect with Danielle:
Follow her on Instagram
Like our sponsorโs page on Facebook
Get Started TODAY
Cathi Nelson is the CEO of The Photo Managers and has a passion for photos and storytelling. She helps small business owners become professional photo managers and also educates consumers on the importance of saving and organizing their photos and videos.
Today, Cathi joins me to talk about her journey as an accidental entrepreneur and how she got her start with her unique business. Sheโs also chatting about how sheโs been able to evolve her money mindset as sheโs shifted her business model and increased her revenue streams.
Join Cathi and me in this information-packed episode to learn why itโs so important to have multiple streams of revenue as a female entrepreneur and how you can start diversifying your income today.
Other key takeaways you can expect in today's episode:
- How Cathi got started in this unique business 2:00
- The importance of knowing who you are as an entrepreneur 8:24
- What motivated Cathi to have more than one stream of income 13:21
- Changing your mindset to be open to having multiple streams of income 16:58
- Why itโs so important to have more than one revenue stream 19:41
Prefer to read this? Check out the blog here
Connect with Cathi:
Visit her website | Visit The Photo Managers
FREE DOWNLOAD
Connect with Danielle:
Follow on Instagram
Like our sponsorโs page on Facebook
Get Started TODAY
Debt can be a controversial subject for many including business owners.
Today, Iโm deep diving into the topic of debt and explaining why living debt-free can be beneficial. Iโm also explaining some of the major costs associated with being debt-free and how it can affect you as an entrepreneur.
Join me in this episode, to hear both sides of debt including how you can use debt to benefit your small business.
In this episode, I also discuss:
- Dave Ramsey, who he is and what he advocates for 3:49
- The costs associated with being debt free 6:20
- Taking a clear stance on debt 10:23
- Some of the best options for business loans 12:25
Prefer to read this? Check out the blog: https://kickstartaccountinginc.com/debunking-the-myth-of-debt-free-success-why-borrowing-can-be-beneficial-for-small-businesses
Connect with Danielle:
Instagram | @DanielleHayden__OH
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Get Started Today:
https://kickstartaccountinginc.com/get-started/
Today, Financial Coach Audrey Faust joins me to talk about how entrepreneurs can take control of their finances, diversify their income and take their businesses to new heights.
Audrey Faust is a financial coach who specializes in empowering female entrepreneurs to become financially literate and understand their finances so they have all of the financial tools they need to succeed.
Join Audrey and I in this episode as we discuss how you can make a bigger impact on your income, grow your business and understand your finances as an entrepreneur.
In this episode Audrey and I also discuss:
- Audreyโs mission 1:31
- The 7% rule 4:50
- How business and personal finances are connected 6:14
- Why your net monthly cash impact is important 13:24
- Why diversifying your income is so important 18:36
Prefer to read this? Check out the blog:
kickstartaccountinginc.com/how-to-manage-debt-and-build-wealth-a-holistic-approach-for-personal-and-business-finances/
Connect with Audrey:
Website | https://www.audreyfaustconsulting.com/
LinkedIn | https://www.linkedin.com/in/audreyfaust/
Instagram | https://www.instagram.com/greatwithmoney/
Connect with Danielle:
Instagram | @DanielleHayden__OH
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Get Started:
https://kickstartaccountinginc.com/get-started/
Have you been wondering if youโre deducting enough on your taxes each year?
Today, our Lead Account Manager, Kelsey, joins me to talk about some of the most common business deductions you can take on your taxes as an entrepreneur.
Join Kelsey and I for this informative episode to learn what you can deduct as a business expense so you can get the most out of your tax return.
In this episode Kelsey and I also discuss:
- Advertising materials and what can be included for your tax deductions 4:27
- Home office expenses for tax purposes 12:13
- Payroll and deductions 15:56
- Whatโs not deductible 24:47
Mentioned in this Episode:
50+ Tax Write Offs | https://kickstartaccountinginc.com/Taxwriteoffs
Get Started Ad:
https://kickstartaccountinginc.com/get-started/
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Christa Gurka is a fitness and wellness business coach and an Orthopedic Physical Therapist specializing in Pilates-based rehabilitation. Christa owns, operates, and teaches at Pilates in the Grove, located in South Florida.
In this episode, Christa joins me to share the details on how she grew her business to seven figures and expanded her team while keeping the freedom and flexibility of a healthy work-life balance.
Join us in this episode to learn more about the importance of forming your businesses core values and why improving your mindset can make a big difference in the expansion of your business.
In this episode Christa and I also discuss:
- Christaโs mission and how she got started as an entrepreneur 3:11
- The turning point in her business 10:35
- How to keep your core values front and center in your business 19:06
- Finding your non-negotiables 35:01
- Joining a mastermind program and why it can be a game changer 42:24
Connect with Christa:
Podcast | https://www.christagurka.com/podcast
Website | https://www.christagurka.com/
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Get Started:
https://kickstartaccountinginc.com/get-started/
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Today, Victoria joins me to talk about why itโs so important to set clear boundaries as an entrepreneur and why you should get better at saying โno.โ Weโre also explaining the five types of boundaries that someone can have in their business.
Join us in this episode to learn more about how you can set your own boundaries within your business, team and finances.
In this episode Victoria and I also discuss:
- Finding your non-negotiables 8:06
- Setting boundaries for your team 9:06
- How to be clear when it comes to setting boundaries 13:56
- Questions to ask yourself with clients and boundaries 16:33
- Financial boundaries and emotional spending 20:31
Mentioned in this Episode:
EP 85 โ Recognizing the 5 Categories of Emotional Spending
EP 79 โ Forget Goals! Create Intentions and Measure Your Success in these Definitive Ways throughout the Year
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Are you a parent and an entrepreneur whoโs wondering how you can set your children up for success when it comes to money and entrepreneurship?
Today, Rob Phelan joins me to share how you can help your kids get a healthy money mindset and how you can lead by example as an entrepreneur. Rob Phelan is a high school personal finance teacher, certified financial education instructor, a small business owner and the author of 2 money books for kids.
Listen to this episode to gain some insight on how you can encourage your kids to embrace entrepreneurship and prepare them for adulthood by giving them a healthy relationship with finances from the start.
In this episode Rob and I also discuss:
- Robโs mission and how he got started in personal finance education 1:55
- How can we help our teens and kids have a healthy money mindset 8:12
- Encouraging your kids to embrace entrepreneurship 13:02
- Having honest conversations with your kids about money 24:58
Connect with Rob:
Webinar | https://bit.ly/taxesforteens
Website | https://www.choosefi.com/
LinkedIn | https://www.linkedin.com/in/robphelan/
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
This week, David Chudyk, a financial advisor and the host of the Weekly Wealth Podcast joins me again to talk about how you can overcome the fear of talking to your children about money and set your kids up for financial success.
In this episode, David shares with us the action steps you can take today to get started so your children have the foundation for being financially successful in their future.
In this episode David and I also discuss:
- How to get over the fear of talking to your kids about money 8:59
- Teaching your kids work ethic when they need money 22:08
- Teaching your kids the value of a dollar 26:01
- The action steps you can take to get your kids set for financial success 27:46
Connect with David:
Podcast | https://www.weeklywealthpodcast.com/
Website | https://www.allofmyassets.com/
Mentioned in todayโs episode:
EP 69- Creating a Sellable Business with David Chudyk
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
As entrepreneurs, we want to make sure our children have the resources they need to have a strong financial mindset. But how do we inspire that next generation of entrepreneurs and give them the education they need when it comes to money?
In this episode, Iโm sharing with you how to talk to your kids about money, model a healthy money mindset and motivate your children to take action when it comes to earning and saving money.
In this episode I also discuss:
- Why you should understand your numbers both in your personal life & business 7:11
- Showing your kids that itโs ok to ask for help 9:20
- Why you shouldn't shelter your kids from risk 11:42
- Creating an environment where kids can celebrate wins or express concern 15:20
- Learning how to earn, spend and save money 16:50
Mentioned in todayโs episode:
Under Pressure: Confronting the Epidemic of Stress and Anxiety in Girls by Lisa Damour
EP 85- Recognizing the Five Categories of Emotional Spending
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Nicole Salceda is an interior designer, decorator and the owner of Eye for Pretty, a California design firm that focuses on creating cohesive and inspiring spaces for clients. Nicole is also a client of Kickstart Accounting.
Nicole spent 12 years as a teacher before making the leap to business owner and following her passion for interior design.
In this episode, Nicole talks about making the transition from teacher to design entrepreneur, managing a large team and how sheโs been able to improve her cash management and money mindset within her thriving design business.
In this episode Nicole and I also discuss:
- Nicoleโs mission 3:06
- How Nicole made the transition from teacher to entrepreneur 4:25
- Money mindset shifts Nicole made when transitioning to business owner 6:02
- The importance of flexibility when managing a team 11:38
- Cash management for a service based and inventory business 15:46
- The importance of creating a team culture 17:34
Connect with Nicole:
Instagram | https://www.instagram.com/eyeforpretty/?hl=en
Website | https://www.eyeforpretty.com/
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Payroll costs are one major issue Iโve seen with my clients that can affect service-based entrepreneurs when they are growing their business and trying to expand their profits.
In today's episode, Iโm talking about payroll costs, how to tell if your payroll costs are too high and what you can do when your payroll starts to eat into your profits.
Join me in this episode as I share six specific action steps you can take to reduce your payroll costs, so you can focus on expanding your profits and improving your team.
In this episode I also discuss:
- Finding the balance between serving your team and serving your clients 2:39
- Finding the payroll cost in your business 7:04
- What it really means to know your numbers 13:21
- SOPโs and why theyโre so important 13:42
- Improving your team culture 20:12
Episodes mentioned:
Episode 67 | https://kickstartaccountinginc.com/ep-67-preparing-for-tax-season-with-1099-contractors/
Episode 46 | https://kickstartaccountinginc.com/ep-46-s-corp-webinar-with-sarah-fox/
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
AJ Schneider is a Financial Freedom Coach and the founder of Beyond the Green Coaching. AJ helps her clients improve their relationship with money, build wealth, get out of debt and become financially free so they can take control of their future.
AJ was inspired to start Beyond the Green after pulling herself out of debt and transforming her own money mindset.
In this episode, AJ joins me to talk about how you can heal your relationship with money, shift your money mindset and create your dream life without worrying about debt.
In this episode AJ and I also discuss:
- AJโs mission in the world 2:02
- AJโs story and how she started Beyond the Green 3:38
- Why people struggle with emotional spending 10:15
- Identifying your beliefs around money 14:52
- The first step to healing your relationship with money 20:36
- Being prepared for unexpected changes in life 22:27
Connect with AJ:
Instagram | https://www.instagram.com/beyondthegreencoaching/?hl=en
Website | https://www.beyondthegreencoaching.com/
Podcast | https://www.beyondthegreencoaching.com/podcast
Debt & Savings Bundle | https://www.beyondthegreencoaching.com/debt-and-savings-bundle
Use Code KICKSTART34 for 34% off plus one 34 minute 1:1 session
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
This week our Operations Coordinator, Victoria, joins me again as I talk about dashboards in your business including why you need one and how you as an entrepreneur can use your dashboard to feel empowered.
Join us for this informative episode to learn the details about dashboards and how having one can help you reframe your business and stop being scared of your finances.
In this episode Victoria and I also discuss:
- Why you need a dashboard and what it can do for you | 2:03
- How a dashboard can help you standout | 7:14
- How you can validate your time and energy with a dashboard | 9:18
- Asking โwhy?โ when looking at your dashboard | 18:29
- The power of the compounding effect | 39:42
Mentioned in this Episode:
EP 85 โ Recognizing the 5 Categories of Emotional Spending
Need help understanding your numbers to track metrics? Join our Finance Framework Program and be a part of a community for business owners who want to take control of their financials! Enroll today!
The Finance Framework | https://kickstartaccountinginc.com/framework
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Michael Zipursky is the co-founder and CEO of Consulting Successยฎ where they specialize in helping entrepreneurial consultants grow profitable, scalable and strategic consulting businesses. He is also the author of the Amazon Best Sellers ACT NOW: How successful consultants thrive during chaos and uncertainty, The Elite Consulting Mind and Consulting Successยฎ the book.
Today, Michael joins me to share some useful resources and tips for consultants as they grow their business, the importance of having a supportive team and how you can keep your money mindset sharp.
In this episode Michael and I also discuss:
- The importance of having a team to guard your calendar | 11:28
- How to always have a pipeline of leads coming in | 22:57
- Embracing the mindset that you are unstoppable | 27:49
- How Michael keeps his money mindset strong | 35:52
- The power of the compounding effect | 39:42
Connect with Michael:
LinkedIn | https://www.linkedin.com/in/zipursky/
Website | https://www.consultingsuccess.com/
Need help understanding your numbers to track metrics? Join our Finance Framework Program and be a part of a community for business owners who want to take control of their financials! Enroll today!
The Finance Framework | https://kickstartaccountinginc.com/framework
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Today, Victoria joins me again in tackling a personal subject. We talk about emotional spending, what it means, and how it presents itself in your personal life, as well as in your business.
There are ways to recognize when you may be emotionally spending through looking at your numbers, and learning to recognize when youโre doing it is the first step in scaling down on it.
In this episode Victoria and I also discuss:
-
Defining emotional spending and what qualifies as emotional spending | 2:30
-
The five categories of emotional spending | 5:10
- How the 48-hour rule can help prevent emotional spending | 15:41
- How budgets reduce impulse spending and aid financial decisions | 17:03
- How emotional spending includes underspending and how to recognize it | 18:39
-
Emotional spending in your personal life and its effect | 20:09
-
Analyzing and tracking your numbers to understand when youโre emotionally spending | 25:19
Things mentioned in the episode:
- Episode 82 โ How to Prepare for a Recession or Downturn in Your Business by Taking These Financial Steps | https://kickstartaccountinginc.com/ep-82-how-to-prepare-for-a-recession-or-downturn-in-your-business-by-taking-these-financial-steps/
-
EXPENSE REPORT WORKSHEET
-
PDF 5 CATEGORIES OF EMOTIONAL SPENDING
Need help understanding your numbers to track metrics? Join our Finance Framework Program and be a part of a community for business owners who want to take control of their financials! Enroll today!
The Finance Framework | https://www.kickstartaccountinginc.com/framework
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โ https://www.kickstartaccountinginc.com/getpaid
Today, Kelsey joins me to chat about metrics, specifically the three key numbers every business owner should know and track.
There are tons of KPIs (key performance indicators) to gauge your businessโs performance, but sometimes itโs best to keep it simple. The three KPIs you absolutely need to know are gross profit, net profit, and average monthly cash output. Listen as we break down these basic metrics and explain why itโs important to understand them.
In this episode, Kelsey and I also discuss:
- How to keep your metrics simple and why keeping it simple can be helpful | 1:45
- The three numbers you need to know for your business | 4:14
- What is gross profit, how to calculate and track it, and what it tells you | 4:43
- What is net profit, how to track it, and why itโs important | 12:10
- What is the average monthly cash output, how to calculate it, and what it can tell you | 16:34
- How often you should look at your metrics and analyze the numbers | 21:10
- Common mistakes business owners make when looking at their numbers | 23:47
Things mentioned in the episode:
- Downloadable Worksheet | https://kickstartaccountinginc.com/3numbers
- Episode 68 โ Why You Need a Budget | https://kickstartaccountinginc.com/ep-68-why-you-need-a-budget/
- Episode 79 โ Forget Goals! Create Intentions and Measure Your Success in these Definitive Ways throughout the Year | https://kickstartaccountinginc.com/ep-79-how-to-get-motivated-this-new-year-without-setting-goals/
Need help understanding your numbers to track metrics? Join our Finance Framework Program and be a part of a community for business owners who want to take control of their financials! Enroll today!
The Finance Framework | https://www.kickstartaccountinginc.com/framework
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โ https://www.kickstartaccountinginc.com/getpaid
This week, Victoria joins me in chatting about professional development and how to find the balance between investing in the training we need and overspending on development unnecessarily.
We go through the skills you will need in order to find the results and success you are looking for out of that program, course, podcast, or conference.
In this episode, we also discuss:
-
What is professional development and how to classify professional development | 2:29
-
How do you know when youโre underspending on professional development | 11:38
- How to tell the difference between โshiny object syndromeโ and being ready to commit to a professional development program | 14:10
- How to determine if a program or course is right for you | 17:49
- What are the skills a person should have to commit to a course or program | 24:00
Things mentioned in the episode:
- Episode 79 โ Forget Goals! Create Intentions and Measure Your Success in these Definitive Ways throughout the Year | https://kickstartaccountinginc.com/ep-79-how-to-get-motivated-this-new-year-without-setting-goals/
Need help understanding your numbers to track metrics? Join our Finance Framework Program and be a part of a community for business owners who want to take control of their financials! Enroll today!
The Finance Framework | https://www.kickstartaccountinginc.com/framework
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โ https://www.kickstartaccountinginc.com/getpaid
This week, I tackle the anxiety-producing subject of a recession and talk about ways that you can prepare for a downturn in your business by strengthening your money mindset and taking certain financial actions now.
A recession doesnโt have to be a looming threat to your business. By taking the steps I discuss today, you can let go of the stress and be ready for any downturn whether itโs a recession or simply a slow season.
In this episode, Danielle also discusses:
What is considered a recession and what happens during a recession | 2:28
The tools you need to strengthen your money mindset for a downturn | 4:50
What financial action steps to take to prepare for a downturn in your business or a recession | 8:55
Options for lines of credit and debt management| 12:35
Should you be doing what other businesses are doing in a recession | 17:00
Need help understanding your numbers? Join our Finance Framework Program and be a part of a community for business owners who want to take control of their financials! Enroll today!
The Finance Framework | https://www.kickstartaccountinginc.com/framework
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โ https://www.kickstartaccountinginc.com/getpaid
Today, Alexis joins me for a special episode introducing our new program, The Finance Framework! We created this program to give entrepreneurs a community and support system that will help improve their businesses by learning their financials and working on their money mindset.
The Finance Framework will not only give you the opportunity to ask questions and talk with other business owners but give you action steps to improve your money mindset, set goals, and understand your numbers.
In this episode, Alexis and I also discuss:
Why we are introducing this program | 1:57
How long is the program and what does it involve | 4:54
Who is a good fit for this program | 8:58
What are the benefits of this program | 11:12
How to enroll in the program and when is it | 13:21
The pricing for the program | 16:14
Enroll today!
The Finance Framework | https://www.kickstartaccountinginc.com/framework
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โ https://www.kickstartaccountinginc.com/getpaid
This week, Kelsey joins me to break down how to prepare for taxes throughout the year.
As tax season is coming up, we see too many business owners scrambling to pay their taxes every year and it doesnโt have to be that way. Kelsey and I give you steps for how you can prepare with estimated tax payments from the start of each year and what to do if youโre not prepared to pay your taxes this year.
In this episode, Kelsey and I also discuss:
- What are estimated taxes and why you should pay them | 1:56
- When are we required to start paying estimated taxes | 3:48
- What happens if you donโt have the money to pay your taxes at the end of the year | 5:58
- Action steps to take right now: Choosing the right method for you to make estimated tax payments | 7:28
- Keeping up with your bookkeeping to prepare for taxes | 11:04
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โ https://www.kickstartaccountinginc.com/getpaid
Today, Iโm breaking the tradition of setting New Yearโs resolutions and goals for the year. This isnโt an episode on the best way to set and accomplish goals, rather, itโs an episode on how to keep your momentum going the whole year and learning to enjoy the journey.
Setting goals and failing to reach them can be discouraging and make you overlook what you have accomplished. As a business owner and a person, your year will be full of ups and downs, but the downs shouldnโt take away from the milestones you do hit. So, instead of New Yearโs resolutions, Iโm giving you ways to change your mindset that will help you love the journey and celebrate your wins.
In this episode, Danielle also talks about:
- Tracking your metrics consistently and using KPIs to see what you are achieving throughout the year | 3:41
- Analyzing your past performance and financials in order to look forward | 4:57
- What is your focus for the year and creating an intention for your business | 6:36
- Planning a financial budget for the year to guide your intention | 10:44
- Getting the support you need in order to help and grow your business | 13:00
- Choosing the metrics or KPIs that will help measure your progress going forward | 16:54
Resources and References from the episode:
- EP 68 - Why Every Business Owner Needs a Budget | https://kickstartaccountinginc.com/ep-68-why-you-need-a-budget/
- Brandee Gaar - The Wedding Pro CEO Podcast โ EP S45 - Why That Course Didn't Work. | https://brandeegaar.com/s45/
- Download our worksheet! | kickstartaccountinginc.com/intention
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โ https://www.kickstartaccountinginc.com/getpaid
Nikki Rausch is the founder and CEO of The Sales Maven, a sales coaching and training program, and the host of the Sales Maven Podcast. Nikki specializes in teaching conversation of sales and her goal is to build confidence in her clientsโ sales ability, so they can make a positive impact on their business and their clients.
Nikki joins me this episode to discuss ways to build confidence in your selling abilities that will change your money mindset, leading to more success in sales.
In this episode, Nikki and I also discuss:
- Building confidence in sales | 3:28
- Knowing your experience worth and what you bring to the table | 5:45
- Money mindset and the way it affects how we approach sales in our business | 10:00
- Skills that business owners need to improve their sales | 16:30
- Numbers to track with your sales that measure success | 18:42
- How to take the next step with prospective clients and invite them to work with you | 26:00
Connect with Nikki:
Website | https://yoursalesmaven.com/
Podcast | https://yoursalesmaven.com/podcast/
LinkedIn | https://www.linkedin.com/in/nicolerausch
eBook | https://yoursalesmaven.com/ebook/
Connect with Danielle:
https://kickstartaccountinginc.com/product/profitplanner/
Website |Kickstart Accounting
Facebook |Kickstart Accounting Inc. โ Home | Facebook
Instagram |Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter |Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call:https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health:https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โhttps://www.kickstartaccountinginc.com/getpaid
This week, Iโm talking about retirement strategies that can reduce your businessโs tax liability at year-end, as well as the different retirement plan options that may be right for you and your employees.
In this episode, Danielle also discusses:
- What are the benefits of having a retirement strategy & why to implement one in your business| 2:12
- 3 Immediate steps to take before implementing a retirement strategy | 4:44
- The different retirement plan options if you are a sole proprietor or an LLC | 6:24
- What to think about to decide which retirement plan options are best for your business | 8:50
- The difference between IRA and 401k plans | 9:24
- Questions to ask yourself to help decide on a retirement plan strategy to discuss with your tax accountant or financial advisor | 16:00
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โ https://www.kickstartaccountinginc.com/getpaid
Megan Gillikin is the founder of The Plannerโs Vault, an educational resource and community for wedding planners, and the host of the Weddings for Real podcast. After running a successful wedding planning business for 12 years, Megan now devotes her time to helping the next generation of planners achieve their business goals.
Megan returns to the podcast to join me in discussing her journey of buying and selling a business, the process of how to sell your business, and the mindset needed throughout. Listen to Meganโs entrepreneur story during her first time on the pod here.
In this episode, Megan and I discuss:
-
How she bought her business | 4:44
-
Why she began to consider selling her business | 11:13
- Creating space from your business to have a better view of it | 15:57
- The steps of selling your business | 19:43
- Evaluating and increasing the value of your business for sale | 24:10
-
Negotiating the sale of your business | 30:26
-
Preparing for after the sale of your business | 43:23
- Post-sale mindset and where you go next | 47:02
Connect with Megan:
Website | https://www.theplannersvault.com/
Podcast | https://www.theplannersvault.com/podcast
LinkedIn | https://www.linkedin.com/in/megan-gillikin-34900524
Connect with Danielle:
https://kickstartaccountinginc.com/product/profitplanner/
Website |Kickstart Accounting
Facebook |Kickstart Accounting Inc. โ Home | Facebook
Instagram |Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter |Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call:https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health:https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO โhttps://www.kickstartaccountinginc.com/getpaid
This week, Iโm talking about profitability and how you can stay profitable in your business as you continue to grow.
Join me in this episode to learn how you can eliminate excess expenses and figure out what you should be spending on in your business to maximize profits and cut expenses that arenโt helping your overall business growth.
In this episode, Danielle also discusses:
- How you can actually put profitability into play in your business 1:22
- The steps you need to take to measure your profits over the past year 3:14
- Why you should stay focused on advertising and marketing expenses 5:18
- How to filter your expenses to see which ones you can eliminate 9:04
- Measuring your time with your clients 15:33
- Grading your clients 17:34
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
kickstartaccountinginc.com/grading
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Today Iโm sharing how you can create a scorecard around your own individual podcast so you can track your input and output metrics and the overall success of your show.
Join me in this episode to learn how you start a podcast on the right foot, track your show metrics and measure the ROI of your podcast.
In this episode, Danielle also discusses:
- Creating a scorecard around your podcast 2:36
- Making sure you have a goal for your show 4:25
- Using podcasting as a thought leadership tool 6:20
- Determining your hourly rate in your business 7:54
- The metrics you need to track 11:24
- Measuring the ROI of your podcast 16:09
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
This week, Kelsey joins me again to chat about the end of year strategies you need to know as an entrepreneur.
Kelsey and I share how you can set up a custom end of year strategy for your business and what you need to look at if you want to make sure your business is ready for the upcoming year.
Join us in this episode to learn how you can get a head start on your strategy before Christmas comes!
In this episode, Danielle also discusses:
- How to get things in order from the start 2:06
- Giving ourselves bonuses as business owners 5:23
- How to know if youโre profitable or at a loss 7:20
- What to do if youโre at a loss 9:42
- Becoming an S-Corp 12:06
- Retirement plans 13:34
- Donating to charity and taxes 14:48
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
This week, Kelsey joins me to chat about a topic that we get asked about a lot from our clients: team bonuses.
As the end of the year approaches, many entrepreneurs may be wondering about the different options they have for giving team bonuses and how they can prepare for giving annual bonuses throughout the year.
Join us in this episode to hear how you can get a head start on your team bonuses now for next year and how you can assess your teams performance.
In this episode, Danielle also discusses:
- Why you might give a team bonus 2:05
- What to base the bonus off of 4:03
- Preparing for annual bonuses throughout the year 5:44
- Bonus pools 7:27
- Assessing your teams performance 9:41
- Different ways you can give a bonus 11:30
- Setting yourself up for giving a bonus next year 17:45
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Get the GUIDE to determining bonuses - https://kickstartaccountinginc.com/BONUS
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Julie Fry is the founder of Your Expert Guest, a podcast guest booking agency for female founders and entrepreneurs looking to expand their reach and grow their client base. Julie is passionate about helping mission-driven females find podcasts to guest so they can connect with their target audience while showing their expertise.
In this episode, Julie talks about why business owners need to consider becoming guests on podcasts and how podcasts can help you as an entrepreneur.
In this episode, Wendy also discusses:
- The ultimate goal of podcast guesting 9:51
- Why podcast guesting is a long-game when it comes to getting clients 12:53
- Which industries have the most success on podcasts 17:12
- Creating a scorecard to track your success on podcasts 18:48
- The downsides to podcast guesting as part of your business strategy 23:39
- Finding the best shows for you 26:02
Connect with Julie:
Website | https://yourexpertguest.com/
LinkedIn | https://www.linkedin.com/in/fryjulie/
Checklist | https://yourexpertguest.com/checklist/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Annie P Ruggles is the founder of the Non-Sleazy Sales Academy and the host of the โToo Legitimate to Quitโ podcast. Annieโs mission is to empower more solopreneurs to sell as themselves authentically.
In this episode, Annie joins me to talk about how you can ask for the sale as an entrepreneur while pushing past your money and sales trauma.
In this episode, Annie also discusses:
- Annieโs entrepreneurship journey
- Why people avoid the topic of money and asking for the sale
- Sales and money trauma
- How to embrace asking for the sale as an entrepreneur
- Metrics you should be tracking monthly for your sales
- The tone around sales and money when Annie was growing up and how it impacted her as an entrepreneur
- Keeping your money mindset strong as an entrepreneur
Connect with Annie:
Website | https://www.anniepruggles.com/
LinkedIn | https://www.linkedin.com/in/anniepassanisi/
Podcast | https://www.podpage.com/too-legitimate-to-quit/
Connect with Danielle:
https://kickstartaccountinginc.com/product/profitplanner/
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Annie P Ruggles is the founder of the Non-Sleazy Sales Academy and the host of the โToo Legitimate to Quitโ podcast. Annieโs mission is to empower more solopreneurs to sell as themselves authentically.
In this episode, Annie joins me to talk about how you can ask for the sale as an entrepreneur while pushing past your money and sales trauma.
In this episode, Annie also discusses:
- Annieโs entrepreneurship journey
- Why people avoid the topic of money and asking for the sale
- Sales and money trauma
- How to embrace asking for the sale as an entrepreneur
- Metrics you should be tracking monthly for your sales
- The tone around sales and money when Annie was growing up and how it impacted her as an entrepreneur
- Keeping your money mindset strong as an entrepreneur
Connect with Annie:
Website | https://www.anniepruggles.com/
LinkedIn | https://www.linkedin.com/in/anniepassanisi/
Podcast | https://www.podpage.com/too-legitimate-to-quit/
Connect with Danielle:
https://kickstartaccountinginc.com/product/profitplanner/
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
David Chudyk is a certified financial planner, host of the Weekly Wealth Podcast and a Certified Value Builder Systems(tm) Advisor. David helps entrepreneurs build value in their biggest asset- their business itself.
David joins me in this episode to talk about how you can run a business thatโs not only more profitable but also is a financial asset.
In this episode, David also discusses:
- Davidโs background and mission 2:36
- The biggest mindset shifts an entrepreneur needs to make to become more profitable 10:14
- Seperating yourself from your business and hiring out 11:47
- Recurring revenue in business 15:40
- Maintaining control of your business 23:11
- Value drivers to think about when turning your business into an asset 26:05
- Making relationships with your clients more sticky 27:02
Connect with David:
Website | https://www.allofmyassets.com/
Podcast | https://www.weeklywealthpodcast.com/
Things Mentioned in Todayโs Episode:
Profit Planner: https://kickstartaccountinginc.com/product/profitplanner/
Built to Sell
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
David Chudyk is a certified financial planner, host of the Weekly Wealth Podcast and a Certified Value Builder Systems(tm) Advisor. David helps entrepreneurs build value in their biggest asset- their business itself.
David joins me in this episode to talk about how you can run a business thatโs not only more profitable but also is a financial asset.
In this episode, David also discusses:
- Davidโs background and mission 2:36
- The biggest mindset shifts an entrepreneur needs to make to become more profitable 10:14
- Seperating yourself from your business and hiring out 11:47
- Recurring revenue in business 15:40
- Maintaining control of your business 23:11
- Value drivers to think about when turning your business into an asset 26:05
- Making relationships with your clients more sticky 27:02
Connect with David:
Website | https://www.allofmyassets.com/
Podcast | https://www.weeklywealthpodcast.com/
Things Mentioned in Todayโs Episode:
Profit Planner: https://kickstartaccountinginc.com/product/profitplanner/
Built to Sell
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Connect with Danielle:
Website | Kickstart Accounting
Facebook | Kickstart Accounting Inc. - Home | Facebook
Instagram | Kickstart Accounting, Inc. (@kickstartaccounting) โข Instagram photos and videos
Twitter | Kickstart Accounting Inc. (@KickstartAcct) / Twitter
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Today, Iโm talking about the importance of budgeting as an entrepreneur and why you need to get a head start on your annual budget for next year now.
In this episode, I explain how you can determine what you need from a budget and how you can implement one correctly to get the most out of your finances and set yourself up for success.
In this episode, Danielle also discusses:
- Why you need a budget 2:45
- Creating a budget in the fall instead of the new year 4:13
- Having a goal with budgeting 6:59
- Budget to actual analysis 9:50
- Planning for unexpected expenses 11:39
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
https://kickstartaccountinginc.com/product/budgetwebinar/
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Tax season is fast approaching and as a business owner you want to make sure you are prepared and know exactly what you need when it comes to your taxes for you, your contractors and your team so you can close the year strong.
Today, Kelsey joins me as we cover the details on 1099โs, contractors vs. employees and everything you need to get ready for tax season so your money team is set up for success and prepared.
In this episode, Danielle also discusses:
- How entrepreneurs can prepare for tax season now 3:39
- What is a 1099? 5:45
- When to send a W9 and why to send one 7:22
- Using a third party payment system and what that means for filing taxes 9:57
- Why you need to prepare early for taxes 13:00
- Categorizing your team 15:52
- Investment accounts and taxes 18:21
- Quarterly estimates and how much you should be setting aside 21:12
- Planning for year end bonuses 24:44
- Closing the year strong 30:45
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Kevin Hudson is the Founder & President at Keylan Management Group, which helps small and medium-sized businesses improve their selling and leadership effectiveness. He is also the founder and president of Integrator for Companies Running on EOSยฎ Entrepreneurial Operating System which provides fractional integrator services for companies running on Entrepreneurial Operating System (EOS)ยฎ๏ธ to help increase organization, clarity, structure, and accountability within their business.
In this episode, Kevin gives us a deep dive into EOS, how to use it for your business effectively and why it can be so helpful.
In this episode, Kevin also discusses:
- How EOS helps Kevin run 2 businesses 1:47
- The importance of accountability 6:15
- Kevinโs history with EOS 7:58
- What makes EOS so transformational 6:16
- The right size business for EOS and how to know when to implement 21:50
- What Kevin likes to see on his clients scorecards 31:39
- How Kevin keeps his money mindset strong and keeps himself motivated 35:41
Connect with Kevin:
Website | https://www.hudsonintegrators.com/
Website | https://keylangroup.com/
LinkedIn | https://www.linkedin.com/in/kevin-hudson-b6697827/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Weโve been talking about the EOS- Entrepreneur Operating System on the podcast lately and today, Victoria joins me as we dig into the scorecard portion of your EOS including how you can create a meaningful scorecard for your EOS.
Join Victoria and I in this episode to hear how you can build a scorecard that will help you track your metrics to reach your goals and make your business processes easier.
In this episode, Danielle also discusses:
- What is the scorecard 3:19
- The steps for building a scorecard 4:15
- How you can build a scorecard 11:09
- What to include in a scorecard 14:22
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Weโve been talking about the EOS- Entrepreneur Operating System on the podcast lately and today, Victoria joins me as we dig into the scorecard portion of your EOS including how you can create a meaningful scorecard for your EOS.
Join Victoria and I in this episode to hear how you can build a scorecard that will help you track your metrics to reach your goals and make your business processes easier.
In this episode, Danielle also discusses:
- What is the scorecard 3:19
- The steps for building a scorecard 4:15
- How you can build a scorecard 11:09
- What to include in a scorecard 14:22
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Today, Iโm diving into EOS- Entrepreneur Operating System, which is a concept that Iโve been implementing in my own entrepreneurial journey and has given us amazing results since weโve been using it with our leadership team.
In this episode, I go over what EOS is and how you can start using some of the concepts today in your own small business.
In this episode, Danielle also discusses:
- What is EOS 2:25
- Vision and why you need it 6:45
- Marketing framework 7:34
- BTO 8:39
- The importance of people and teams 10:20
- Data and scorecards and how to implement effectively 13:09
- The process of creating SOPโs and hiring 16:01
- Issues and meeting 19:13
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
https://ginowickman.com/
https://www.eosworldwide.com/
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Today, Iโm diving into EOS- Entrepreneur Operating System, which is a concept that Iโve been implementing in my own entrepreneurial journey and has given us amazing results since weโve been using it with our leadership team.
In this episode, I go over what EOS is and how you can start using some of the concepts today in your own small business.
In this episode, Danielle also discusses:
- What is EOS 2:25
- Vision and why you need it 6:45
- Marketing framework 7:34
- BTO 8:39
- The importance of people and teams 10:20
- Data and scorecards and how to implement effectively 13:09
- The process of creating SOPโs and hiring 16:01
- Issues and meeting 19:13
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
https://ginowickman.com/
https://www.eosworldwide.com/
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
As an entrepreneur, itโs important to be familiar with your finances and know how to use your numbers to make crucial decisions in your business as you continue to grow.
In todayโs episode, Iโm growing through the different phases of business and success and walking you through what you need to do as an entrepreneur to become the CFO of your business.
In this episode, Danielle also discusses:
- Different phases of your business financially 2:15
- Training and development needed when youโre making under 100k 4:42
- Taking time to think about big purchases 6:33
- Preparing for bringing on team members 7:49
- Determining the role youโll have in your business as you grow 14:44
- Who you need in your business to support you as you grow 19:43
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
https://kickstartaccountinginc.com/newhire
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
As an entrepreneur, itโs important to be familiar with your finances and know how to use your numbers to make crucial decisions in your business as you continue to grow.
In todayโs episode, Iโm growing through the different phases of business and success and walking you through what you need to do as an entrepreneur to become the CFO of your business.
In this episode, Danielle also discusses:
- Different phases of your business financially 2:15
- Training and development needed when youโre making under 100k 4:42
- Taking time to think about big purchases 6:33
- Preparing for bringing on team members 7:49
- Determining the role youโll have in your business as you grow 14:44
- Who you need in your business to support you as you grow 19:43
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
https://kickstartaccountinginc.com/newhire
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Youโve heard me talk about the Profit First system before and how taking a profit before paying expenses is important for business owners. At Kickstart Accounting, we help our clients implement Profit First or decide how they can prioritize getting paid as the business owner so profiting becomes a habit.
In todayโs episode, Iโm going over everything you need to know before you implement Profit First into your business including the negatives, positives and variations of Profit First that you can start today.
In this episode, Danielle also discusses:
- What is Profit First? 2:09
- The 5 bank accounts you need to have 5:05
- The right time in your business to implement Profit First 8:30
- The main issues we see with business owners implementing Profit First 8:57
- The steps you need to take to start making profit a priority in your business 14:02
- Why you need to prevent burnout to create more efficiency 19:48
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Youโve heard me talk about the Profit First system before and how taking a profit before paying expenses is important for business owners. At Kickstart Accounting, we help our clients implement Profit First or decide how they can prioritize getting paid as the business owner so profiting becomes a habit.
In todayโs episode, Iโm going over everything you need to know before you implement Profit First into your business including the negatives, positives and variations of Profit First that you can start today.
In this episode, Danielle also discusses:
- What is Profit First? 2:09
- The 5 bank accounts you need to have 5:05
- The right time in your business to implement Profit First 8:30
- The main issues we see with business owners implementing Profit First 8:57
- The steps you need to take to start making profit a priority in your business 14:02
- Why you need to prevent burnout to create more efficiency 19:48
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
Sarah Delevan is a Food Business Financial Consultant, host of The Good Food CFO Podcast, and CEO of Sarah Delevan Consulting where she helps entrepreneurs in the food industry gain financial sustainability and success.
In this episode, Sarah talks about her role as a CFO and how businesses in the food industry can set themselves up for long term financial success.
In this episode, Sarah also discusses:
- Sarahโs background and her start as an entrepreneur 1:12
- How her own personal mission led to her business venture 3:00
- Lessons Sarah learned as a buyer 7:53
- What a CFO is and what they provide for a business 11:15
- Labor costs for the food industry 19:51
- Why itโs not always about cutting back costs 27:22
- The biggest transformation Sarah sees her clients in the food industry make 29:35
- Profit First and how it can help shift your mindset 36:20
Connect with Sarah:
Website | https://sarahdelevan.com/
LinkedIn | https://www.linkedin.com/in/sarah-delevan-b3330b43/
Podcast | https://podcasts.apple.com/us/podcast/the-good-food-cfo-podcast/id1544877345
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/
Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/
Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid
As an entrepreneur itโs so important to know the basics of your numbers and financial statements so you can build a strong foundation for your business as you continue to grow and increase your revenue.
In todayโs episode, Iโm sharing some of the basic terms and definitions that you should be familiar with when it comes to your business accounting and your numbers.
In this episode, Danielle also discusses:
- Cash basis vs accrual 4:15
- What financial statements include 9:04
- EBITDA- what it means and why you need to know it 19:24
- Balance sheet and what to know about them 22:17
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Grab the Glossary PDF -> DOWNLOAD
Book your FREE discovery call https://www.kickstartaccountinginc.com/get-started
Sarah Walton is an author, speaker and a business mentor to women who want to launch, grow and maintain successful businesses and careers that they love. Sarahโs mission is to help more money get into the hands of more women.
In this episode, Sarah talks about her journey from poverty to successful business owner and why healing your relationship with money is so important in order to move forward.
In this episode, Sarah also discusses:
- How her background and childhood shaped her current business 4:55
- The transformation she provides to her clients 11:18
- Why healing your relationship with money is so important 12:00
- Money mindset and how she was able to shift her beliefs 14:09
- How she was able to heal her relationship with money 16:56
- Shifting from an employee mindset to a CEO mindset 20:44
- The importance of constant personal development 28:12
- Why itโs so important to invest in a coach 34:15
Connect with Sarah:
Website | https://sarahwalton.com/
Youtube | https://www.youtube.com/channel/UCV6deUVjAyESka5PeUP-meA
Podcast | https://sarahwalton.com/podcast/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Jamie Van Cuyk is a small business consultant who helps high-performing business owners learn how to grow and lead their teams. Jamieโs passion is teaching her clients how to hire, onboard and manage their perfect contractors or employees.
In this episode, Jamie goes into detail about hiring as a small business owner and everything you need to know as you go through the hiring process to bring on your perfect candidate.
In this episode, Jamie also discusses:
- Jamieโs journey into entrepreneurship 2:50
- The 3 main ways she helps clients in their transformation during the hiring process 6:29
- Why you donโt need to duplicate yourself when hiring 9:48
- The ROI with hiring 12:23
- How to attract the right candidate 17:01
- Shifting your mindset when it comes to attracting the right candidate 18:01
- Listening to your gut during the hiring process 30:15
- Building the team culture you want for your company 41:29
Connect with Jamie:
Website | https://growingyourteam.com/
LinkedIn | https://www.linkedin.com/in/jamievancuyk/
Podcast |https://growingyourteam.com/podcast/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Tammy Trenta is the founder and CEO of Family Financial, a woman-owned wealth management firm that provides financial support to entrepreneurs. Tammy has 26 years of industry experience as a certified exit planner and certified tax coach which helps her clients to devise tax strategies, navigate the sale of their businesses and reach their financial goals.
In this episode, Tammy talks about how you can increase your wealth as a business owner and the financial aspects you need in place in order to preserve your current wealth and keep more of what you earn.
In this episode, Tammy also discusses:
- How you can prepare to work with a financial advisor 4:49
- Why you should work with a fiduciary and how to find one 5:06
- Why business owners should be working with a financial advisor 9:34
- Mindset shifts entrepreneurs can make in their business to have better finances 13:25
- Creating a retirement plan and exit planning and preparing financially 15:38
- ESOP-what it is and the pros and cons 25:30
- Strategies to help create wealth in your business 27:00
Connect with Tammy:
Website | https://familyfinancial.biz/
LinkedIn | https://www.linkedin.com/company/family-financial/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Jamie Lieberman is the owner and founder of Hashtag Legal, a law firm for growth-focused creative entrepreneurs. Jamieโs goal is to eliminate the worry and exhaustion that can arise for CEOโs while growing their businesses.
In this episode, Jamie talks about how you can set up the legal position of your business correctly so you can continue to thrive and some of the legal aspects you need to look at as a CEO.
In this episode, Jamie also discusses:
- How she got started with law and entrepreneurship 3:03
- Why you need to hire out in your business 10:18
- Why you need to hire an attorney as an entrepreneur 14:04
- LLC vs S Corp vs Sole Proprietor 16:39
- How legal needs to change as your business grows 21:01
- Trademarks and intellectual property 25:28
- How you can improve the legal position of your business today 29:31
Connect with Jamie Lieberman:
Website | https://www.hashtag-legal.com/
Instagram | https://www.instagram.com/hashtag_legal/
LinkedIn | https://www.linkedin.com/in/hashtag-legal-93b42117a/
Podcast | https://www.hashtag-legal.com/the-podcast/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Courtney Elmer is a podcast host, business systems expert and CEO of The EffortLESS Lifeยฎ. Courtney is on a mission to help online business owners get the right systems, structure, and support in place within their business so they can spend more time in their zone of genius.
In this episode, Courtney talks about why itโs important to outsource, systemize and focus on what you truly love in your business.
In this episode, Courtney also discusses:
- What brought Courtney into her role as a CEO 4:48
- The skills clients are missing when it comes to setting systems in business 9:42
- Systems for money mindset and financial wellness 15:09
- Setting systems to pay yourself 32:27
- Getting over your fear of looking at your numbers 38:46
- Knowing the value of your time 40:00
Connect with Courtney:
Website | https://www.courtneyelmer.com/
Business Website |https://www.theeffortlesslife.co/
Podcast | https://www.systemsmadesimple.co/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Today, Iโm diving into the importance of money mindset as an entrepreneur and why you need to focus on improving your mindset when it comes to building a thriving business.
In this episode, I go over some of the strategies our past guests have used to overcome their money mindset struggles as business owners and how you can start applying these small steps to your own business.
In this episode, Danielle also discusses:
- Looking at your own money journey and detoxing through journaling 4:27
- The power of positive thinking 6:36
- Negative and positive emotions around money 14:00
- The importance of having a community and tribe 16:39
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Rachel Kapp is a Board Certified Educational Therapist and the CEO of Kapp Educational Therapy Group. Rachel also hosts a podcast Learn Smarter: The Educational Therapy Podcast.
In this episode, Rachel and Kelsey talk with Danielle about how Rachel was able to plan her maternity leave with her team so that her business would continue to thrive without her and she could still get quality time with her newborn.
In this episode, Rachel and Kelsey also discuss:
- Planning your leave and the emotions behind it 8:05
- The importance of having a savings in business 13:31
- Looking at your business metrics and how much revenue you bring in 14:36
- Why you need to look at your KPIโs before going on leave 23:45
- Setting boundaries while on leave and preparing your team 28:53
Connect with Rachel:
Website | https://www.kappedtherapy.com/
LinkedIn | https://www.linkedin.com/in/rachel-kapp-m-a-board-certified-educational-therapist-735722111/
Podcast | https://learnsmarterpodcast.com/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Today, Kelsey, our Lead Account Manager, joins me to discuss what you need to prepare for in order to take an extended leave in your business as an entrepreneur.
Whether itโs for maternity or paternity leave or youโre taking some time off to enjoy your summer, learn what you need to have in place before you leave so your business can continue to profit and thrive behind the scenes.
In this episode, Kelsey and Danielle also discuss:
- A checklist you can use to get prepared for an extended leave 2:15
- Auditing your own responsibilities as a CEO 2:33
- Preparing your team for an extended leave 5:23
- Why SOPโs are so important 5:42
- Creating courses or digital products as a way to serve when youโre not present 7:00
- Checking your KPIโs and why you need to 10:14
- Making sure you have your business savings in place 12:39
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Delanie Fischer is a Business Simplicity Coach, where she helps busy entrepreneurs around the world with scaling minimalist businesses through her private coaching, podcasts and courses. Delanie thrives off of helping her clients remove distractions and create more money, time and freedom.
In this episode, Delanie joins me to talk about the importance of simplicity in business and why over complicating things as an entrepreneur isnโt helping your business.
In this episode, Delanie also discusses:
- Delanieโs journey from stand up comedian to entrepreneur 1:00
- Strategies that keep Delanieโs money mindset strong 8:06
- The importance of focusing on the positives 11:00
- Shifting from hustle to minimalism 13:29
- How burnout and over complicating things in business are related 18:04
- Systems and strategies that keep things simple 25:05
Connect with Delanie:
Website | https://www.delaniefischer.com/
Podcast | https://www.delaniefischer.com/podcast
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Today, Kelsey, our Lead Account Manager, joins me for a special 50th episode. Kelsey and I take you behind the scenes of Kickstart Accounting and talk about some of our monthly finances and systems that help the business run efficiently.
We also go over some of the mistakes that were made back when the business was just starting and how I was able to fix them.
In this episode, Kelsey and Danielle also discuss:
- The systems that we use today to help run the business 2:24
- Xero and why you should or should not use it 11:10
- The importance of having a separate business credit card 12:05
- EOS and using it with your team 15:35
- Checking your operations expenses and profit 22:00
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Are you looking for a way to make simple, small changes in your business that will have a big impact?
If you could apply a small 1% change to your business on a consistent basis, it could make a huge impact and movement in your business. Making these small changes in your business makes it digestible for you and empowers your mindset to continue.
Join me today as I go over how you can apply a 1% change to 7 drivers in your business.
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Worksheet| https://kickstartaccountinginc.com/powerofone
Profit Planner: Text Profit Planner to 844-499-6969
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Gordon Henry is the Chief Strategy Officer of Thryv Inc. an end-to-end client experience platform for growing small businesses. Thryv helps businesses reach more customers, stay organized, get paid faster and generate more reviews so they can manage their customers anytime, anywhere and on any device.
In this episode, Gordon talks about integrating systems and automations into your small business to operate more efficiently.
In this episode, Gordon also discusses:
- Gordonโs journey with Thryv
- The importance of having a good team
- Transformations when embracing technology in business
- Pivoting from a product to a software space
- Skills leaders need to grow a business and lead in the technology space
- Strategies to determine which software is right for your business
- The tools Gordon and his leadership team have to support growth
Connect with Gordon:
Website | https://www.thryv.com/
LinkedIn | https://www.linkedin.com/in/gordonhenry/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Elena Armijo is a Professional Certified Coach (PCC), member of the International Coaching Federation (ICF) and Certified Dare to Leadโข Facilitator who has a strong track record of supporting clients and organizations in creating impact, culture shifts and leadership development. Elena helps her clients make stronger choices, clearer decisions and powerful steps toward their desired outcome
In this episode, Elena talks about her journey into coaching and why coaching and shifting your mindset and energy around money is so important for business owners.
In this episode, Elena also discusses:
- How Elena started coaching
- Dare to Lead Facilitator and what that means
- Elenaโs journey with entrepreneurship
- The tone around money when Elena was growing up and how that has affected her business today
- The energy around money and how to shift it
- The most common skill sets people are missing when it comes to money and leadership
Connect with Elena:
Website | https://elenaarmijo.com/
Program | https://thec-suitecollective.com/
Podcast | https://www.elenaarmijopodcast.com/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
This week, we are sharing a webinar that Danielle hosted last week with Sarah Fox, of Fox Tax Partners, where they answered business owners questions about becoming an S Corporation and how it could affect their businesses. Sarah and Danielle address some important topics like when you should become an S Corp, why it makes a difference and what you should know first before filing as an S Corp.
In this episode, Sarah and Danielle also discuss:
- The potential drawbacks of filing as an S Corp
- Why having a bookkeeper and a professional payroll is important
- Paying yourself as a business owner with an S Corp
- Setting up health insurance coverage for your employees
- How tax time changes for businesses that file as an S Corp
Connect with Sarah:
Website | https://foxtaxpartners.com/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Brooke Bowersock is the owner of Align Fitness Collective in Austin, Tx and has also been a Pilates instructor since 2000. In addition Brooke is also a mentor and teacher for others looking to expand their Pilates practice. Recently, Brooke hosted a Pilates continuing education conference called Align Summit where instructors can get continuing education, credits, workshops, business discussion and information to learn and grow in their teaching.
In this episode, Brooke and Danielle talk about important accounting and business information for fitness studios and how you can get the most out of your business money.
In this episode, Brooke also discusses:
- What made her want to host the Align Summit
- When to know if you should set up an LLC
- What is an S Corp and when you should become one
- Employees vs. independent contractors
- The mindset shifts you need to make to grow your business
- Setting up business insurance and when you need it
- Pricing and the mindset shift around it
- Creating extra sources of income for your business
Connect with Brooke:
Website | https://www.alignaustin.com/
Instagram | https://www.instagram.com/brookebowersock/?hl=en
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
Operating Expense Freebie - https://kickstartaccountinginc.com/freebie
Are you an entrepreneur who wants to make an impact on the wealth of your business and truly create wealth, not just more revenue?
All business owners know that cash is one of the most important things in your business and thereโs no better way to improve your cash flow than increasing your profits.
Join me today as I go over some of the action steps you need to take so you can make sure that you are maximizing your profits, growing your business and understanding your numbers.
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Profit Planner: Text Profit Planner to 844-499-6969
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
KC Rossi is a Business & Leadership Coach for mission-driven women entrepreneurs committed to growing a profitable and soul-aligned business. She is the founder of the Soulprint and method, a system that combines energy mindset and spirituality. KC believes in using a holistic approach to provide clarity, dissolve limiting beliefs and share your full potential.
In this episode, KC talks about her journey through entrepreneurship over the past 30 years, and how sheโs been able to get over the perfectionism and comparison to create a soul-aligned, profitable business.
In this episode, KC also discusses:
- How owning multiple businesses helped her find her ultimate soul-aligned business
- Self-care for entrepreneurs and why itโs important
- Getting over perfectionism
- Keeping your money mindset strong throughout changing businesses
- Maintaining a connection with clients
- Balancing productivity and connection
- Getting over the comparison from social media
Connect with KC:
Website | https://www.kcrossi.com/
LinkedIn | https://www.linkedin.com/in/kc-rossi-10341b50/
Podcast | https://www.kcrossi.com/podcast
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Angela Lussier is an award-winning speaker, seven-time author, two-time TEDx presenter, and CEO and founder of the Speaker Sisterhood, the number one resource for public speaking training for women. Angela is also the host of Claim the Stage, a podcast for women who want to learn how to public speak.
Angelaโs mission is to help women discover and awaken their voice through public speaking.
In this episode, Angela talks about the importance of finding your voice, how you can improve your mindset around public speaking and her journey with money mindset and entrepreneurship.
In this episode, Angela also discusses:
- Angelaโs mission and why itโs so important
- Angelaโs journey through entrepreneurship
- Switching your mindset around your business so you donโt treat it like a hobby
- Common skills people are missing when it comes to public speaking
- Why you should know what your audience needs and how you can determine it
Connect with Angela:
Website | https://speakersisterhood.com/
Linkedin | https://www.linkedin.com/in/angelalussier/
Podcast | https://speakersisterhood.com/category/claim-the-stage-podcast/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Are you an entrepreneur who needs to set up a time management system in your business?
Creating a strategy that gives you dedicated time so you can look at your numbers and focus on those hard tasks, lets you not only manage your business effectively but also gives you a work life balance.
Join Victoria and I as we go over how weโve set up a time management system for our team thatโs helped everyone get the important tasks done.
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Sample Weekly Schedule| Spreadsheet
Profit Planner: Text Profit Planner to 844-499-6969
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Lisa Zawrotny is the founder of Positively Productive Systems and the host of the Positively Living Podcast. Lisa is Productivity + Accountability Coach certified in time and stress management and helps other multi-passionate entrepreneurs who struggle to balance business and family.
In this episode, Lisa talks about her struggle with time management while juggling motherhood and caring for a sick parent and how it led to her current role. Lisa also talks about how she shifted her money mindset to allow for more abundance.
In this episode, Lisa also discusses:
- What brought Lisa to her low point
- Essentials vs non-essentials
- The money story Lisa grew up with and how she got past it
- How scarcity and overspending sometimes go hand-in-hand
- Decluttering both your space and your mind
- Finding balance when youโre multi-passionate
- Action steps for self-awareness
Connect with Lisa:
Website | https://positivelyproductive.com/
Podcast | https://positivelyproductive.com/podcast/
Instagram |https://www.instagram.com/positively_lisa/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Are you creating habits with your finances in mind when it comes to your business?
As a CEO, itโs so important to review your finances and set goals and habits around your numbers so that you stay productive, keep track of your wins and truly understand your numbers instead of avoiding them.
Listen as I talk about the book Atomic Habits by James Clear and how you can create some financial habits that will keep you accountable and help you become a successful, confident business owner with strong financial habits in place.
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Atomic Habits by James Clear
Profit Planner: Text Profit Planner to 844-499-6969
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Megan Gillikin is an entrepreneur, podcast host and wife and mother. In addition to her wedding planning business, Megan currently owns the wedding planner education and membership site, The Plannerโs Vault and hosts the Weddings for Real Podcast.
Meganโs goal is to help wedding planners build their businesses with less stress and more profitability.
In this episode, Megan talks about how she shifted her mindset into entrepreneurship and how she was able to push past her limiting beliefs around money to grow a successful business.
In this episode, Megan also discusses:
- How she purchased her business and the money mindset hurdles that came with it
- How perfectionism holds you back
- The money mindset that came from her upbringing
- How you can stop avoiding the topic of money
- How to stop the hustle mode and burnout with business
- The importance of outsourcing and hiring out in your business
- Running two businesses at the same time
Connect with Megan:
Website | https://www.theplannersvault.com/
Instagram | https://www.instagram.com/weddingsforreal/
Podcast | https://www.theplannersvault.com/podcast
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Wendy Wright is a Financial Therapist and Certified Financial Recoveryโข Counselor. She is also the founder and CEO of Financial Therapy Solutions, LLC, where through her financial counseling sessions, she helps clients connect to their intuition and get rid of the shame, fear and anxiety around money.
In this episode, Wendy talks about the importance of rewriting your money story, listening to your intuition and shares her personal strategies for keeping your money mindset strong.
In this episode, Wendy also discusses:
- The most common money story people tell themselves
- Similarities between treating eating disorders and financial therapy
- Why setting a budget is so important when it comes to mindset
- Getting out of debt vs. staying out of debt
- The importance of reviewing transactions and putting yourself in the energy of the purchase
Connect with Wendy:
Website | https://financialtherapysolutions.com/
Instagram | https://www.instagram.com/wendywrightcounseling/
Workbooks | https://financialtherapysolutions.com/shop/
Freebies |
The Intersection of Money and Milkshakesยฉ
5 Days to Finding Financial Clarity
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Yasmin Vorajee is a business strategist that teaches small business owners who are short on time how to run a profitable business in 20 hours a week or less.
Yasminโs mission is to help women enjoy a level of freedom and grow an abundant business while only working a few hours a day so they can still enjoy their personal lives.
In this episode, Yasmin talks about her background in corporate, how it influenced her today and how focusing on her mindset led to a thriving business.
In this episode, Yasmin also discusses:
- How her experience in corporate led her to owning a business
- How being productive can help you get your work done in less time
- Why being playful in business is important
- How you can focus on your zone of genius
- How she can up with the profit pillar
- Her system for keeping her money mindset strong
Connect with Yasmin:
Website | https://yasminvorajee.com/
Instagram | https://www.instagram.com/yasvorajee/
Tiny Time Big Results Book |https://yasminvorajee.com/book/
Tiny Time Big Results Podcast | https://yasminvorajee.com/podcast/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Erinn Bridgman is a strategic money mastery coach whose mission is to help women shift their relationship with money so they can attract more of it, abandon imposter syndrome and strategically build wealth.
In this episode, Erinn talks about the importance of having a strong money mindset and why you need to take control of your finances and show up as not only the CEO, but also the CFO of your company.
In this episode, Erinn also discusses:
- How growing up with an entrepreneurial spirit helped get her to where she is today
- The importance of an abundance mindset
- Balancing feminine and masculine energy
- Some of the common skill sets people are missing when it comes to money management
- Why CEOโs need to know their numbers and be the CFO as well
- Apps you can use to keep track of your money goals
Connect with Erinn:
Website | https://www.erinnbridgman.com/
Instagram | https://www.instagram.com/erinn_bridgman/?hl=en
Money IQ Quiz | https://www.erinnbridgman.com/quiz
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Danny Ozment is a former recording engineer turned podcast producer who helps people grow and launch engaging podcasts. His first business was working with musicians as a sound recording engineer until he realized his passion for podcasts.
He is now the founder of Emerald City Productions, a podcast production and consulting agency thatโs on a mission to help podcasters spread their message and build trust with their audience.
In this episode, Danny is sharing how he was able to maintain and uplevel his money mindset as he shifted his business. Heโs also talking about how podcasting is a growing industry that can help you grow your business and keep the conversation flowing between you and your audience.
In this episode, Danny also discusses:
- How he was able to shift his business from music to podcasts
- Why keeping a positive money mindset is so important
- How he was able to get past his pricing his issues
- Where he found his mentors that helped him grow
- How to make important decisions when it comes to investing and spending money
- What keeps him curious when it comes to his business
Connect with Danny:
Website | https://emeraldcitypro.com/
Website | https://dannyozment.com/
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
https://kickstartaccountinginc.com/product/financial-issues-for-females-webinar/
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Today, weโre talking with wealth strategist and financial expert, Eunicia Peret! Listen in as she goes over what you should know when it comes to investments and financial planning in your business. Eunicia also shares her personal journey to entrepreneurship and how her past role in corporate America helped shape her outcome today. Youโll learn how you can form a strong financial team and how a strong money mindset can help set strategic goals that can lead to success. In this episode, Eunicia also discusses:
- Who you need on your financial team as an entrepreneur
- Why money mindset is so important
- Why you need to determine how much risk youโre willing to take
- Common pitfalls people make with their money when it comes to investments
- How you can stop financial leakage
- Metrics you should be looking at within your finances
Connect with Eunicia:
Website | https://www.empoweredfinancialplanner.com/
5 Pitfalls to Avoid Guide | https://www.empoweredfinancialplanner.com/pitfalls
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode:
https://kickstartaccountinginc.com/product/financial-issues-for-females-webinar/
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Are you in love with your numbers?
A lot of entrepreneurs would probably say no. Money is often not the sexiest or the most fun part of running a business, but as an entrepreneur itโs SO essential to have an intimate relationship with your numbers.
So many business owners avoid looking at their numbers altogether, because they find it uncomfortable or have an unhealthy relationship with money.
Thatโs why today, my operations team, Victoria and Alexis, are joining me to talk about why itโs so important that you have a healthy and intimate relationship with your money as a business owner.
Listen as I share how you can fall in love with your numbers and set yourself up for success within your business. Plus, learn how you can rewrite your money story so that you develop a better and healthier mindset around money.
Connect with Danielle:
Website | https://www.kickstartaccountinginc.net/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Todayโs Episode: https://kickstartaccountinginc.com/product/financial-issues-for-females-webinar/
Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Today, weโre sitting down with accounting and financial advisor, Andee Sloot! Listen in as she breaks down what you need to know about financial planning and shares her journey to becoming a financial advisor. Andee shares helpful insights about financial planning and how you can work efficiently with advisors. Youโll learn about how the right money mindset can help you make better decisions for your financial growth.
In this episode, Andee also discusses:
- Her journey into financial advising and her mistakes and lessons along the way
- How she helps people make smart money decisions
- The money mindset she grew up with and its impact on her career decisions
- What working with a financial planner looks like
Connect with Andee:
Website | Andee Sloot - Financial Advisor in Dallas, TX | Ameriprise Financial (ameripriseadvisors.com)
Email | Andee.Sloot@ampf.com
Connect with Danielle:
Website | https://www.kickstartaccountinginc.com
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Twitter | https://twitter.com/KickstartAcct
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
If youโre feeling overwhelmed and struggling to find the time and energy to dig into your business finances, we want to remind you that you donโt have to go at it alone. Itโs totally possible to outsource your business bookkeeping!
We get it - with tax season quickly approaching you might be stressing out a bit about catching up on bookkeeping for your business, and as a CEO you want to stay in YOUR zone of genius (which may not involve crunching numbers!). Plus, youโre probably juggling a ton of deliverables while keeping up with all your clientsโ demands.
Now, if youโre wondering what to expect when you take that brave step to outsource bookkeeping, youโre in luck with todayโs episode. Listen in as Kelsey and I dive into what you can expect from your bookkeeper. Weโre chatting about everything from how to prepare to work with a bookkeeping firm to how to pick a good candidate and red flags to look for when youโre hiring support for this vital role in your business!
Connect with Danielle & Kelsey:
Website |
https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Schedule a FREE strategy call -
https://kickstartaccountinginc.com/book-a-call/
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Erin Holston Singh, N.D. is the founder of the Ohio Association of Naturopathic Doctors (OHNDA) and has been in private practice since 1999. She had her first brush with natural medicine at 15 years old when her mother developed a perplexing and seemingly incurable health condition. This opened up a fascinating new world full of possibilities and ignited her passion for true healing. In this episode, sheโs sharing her journey to establishing her own practice, and giving us an inside look at the money mindset shifts that allowed her to go from zero business experience to growing a million-dollar natural medicine business!
Connect with Erin:
Website | https://www.optionsnaturopathic.com/dr-erin/
Instagram | https://www.instagram.com/optionsnaturopathic
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Schedule a FREE strategy call -https://kickstartaccountinginc.com/book-a-call/
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Have you set goals for the New Year?
Weโd guess that most of you will say yes. After all, itโs the time for new beginnings and making big changes, and everything starts with a goal!
But weโre here to tell you that just setting the goal and making the vision board isnโt enough to set you up for successโand bad goal-setting could actually make things harder for you.
Today, Kelsey and I discuss the pitfalls of the vision board fantasy so you can reframe how you think.
Listen as we dive deep into some of the mistakes business owners make when planning and setting goals, everything from making too-vague goals to not building accountability into their plans. Plus, weโll share some of our strategies for avoiding these pitfalls and setting smart goals.
Connect with Danielle & Kelsey:
Website | https://www.kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Book your FREE strategy call | https://kickstartaccountinginc.com/book-a-call/
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Meet Sarah Fox, CPA, and Co-owner of Fox Tax Partners. From working at the prestigious NYC Eisner LLP ,listed among the nationโs largest full-service advisory and accounting firms, to opening her own practice in 2012, Sarah has represented clients large and small for over 20 years and continues to provide the same dedication to all her clients. Practicing public accounting since she graduated college, Sarah has hands-on experience with businesses in multiple industries and markets. Staying ahead of the tax lawโs frequent changes is Sarahโs sixth sense.
In this episode, Sarah tackles common tax questions like:
-
What happens if I don't pay my quarterly estimated taxes throughout the year?
-
Do I need to pay quarterly taxes even if my business takes a loss?
Plus, Sarah and I are diving into why it's crucial to have the support of more than one type of accounting professional in your business!
Connect with Sarah:
Website | https://foxtaxpartners.com/
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
FREE map Your Way to 100K Workshop -https://kickstartaccountinginc.com/product/map-your-way-to-100k-pre-recorded-workshop/
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Kendra Swalls is a former elementary school teacher turned photographer and entrepreneur who is helping women let go of the notion that perfection equals success. Her first business was a portrait photography business based in the Dallas area, Paisley Layne Photography, that specialized in helping women feel comfortable and confident in front of the camera.
She is now the founder of the Girl Means Business business education site and podcast, and is on a mission to help women not only launch their dream business, but to show them all of the marketing and social media tips and tools she's learned on her own journey. She wants women to know that balancing motherhood and your career is definitely possible and achievable.
In this episode, Kendra is uncovering how she managed her money mindset as she leaped into entrepreneurship, leaving her safe and secure teaching job behind. Plus, she's diving deep into her journey to monetizing her passions and TRUSTING her skills.
Connect with Kendra:
https://girlmeansbusiness.com/
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
FREE map Your Way to 100K Workshop - https://kickstartaccountinginc.com/product/map-your-way-to-100k-pre-recorded-workshop/
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
There are SO many pieces that make up the financial health puzzle. Assessing it and trying to fix it alone can get very stressful very quickly.
That's why today Iโm breaking down how to up-level your financial health so you can cultivate a sound financial presence.
Listen in as I share a 3 step action plan that will help you stop stressing and start laying the foundation for a stable secure financial future.
Connect with Danielle:
Website https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Book your FREE strategy call with the Kickstart Accounting Team
https://kickstartaccountinginc.com/book-a-call/
FREE map Your Way to 100K Workshop - https://kickstartaccountinginc.com/product/map-your-way-to-100k-pre-recorded-workshop/
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce0
Joe Sanok is a keynote and TEDx speaker, business consultant, and podcaster. Joe has the #1 podcast for counselors, The Practice of the Practice Podcast. Joe is also writer for PsychCentral, has been featured on the Huffington Post, Forbes, GOOD Magazine, Readerโs Digest, Entrepreneur on Fire, and Yahoo News. He is the author of five books and has been named the Therapist Resource top podcast, consultant, and blogger. In this episode, Joe is opening up about how he transformed his mindset around business and sales. Listen in to hear about how leaning into authenticity and impact helped him embrace entrepreneurship and selling.
Connect with Joe:
Website | https://joesanok.com/ & thursdayisthenewfriday.com
Linkedin | https://www.linkedin.com/in/joe-sanok-8b140023/
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Book your FREE strategy call with the Kickstart Accounting Team - https://kickstartaccountinginc.com/book-a-call/
FREE map Your Way to 100K Workshop -https://kickstartaccountinginc.com/product/map-your-way-to-100k-pre-recorded-workshop/
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce0
I have a confession to make: I used to think money mindset work was just a bunch of fluff.
Yep. you read that correctly.
Clearly, my attitude around the importance of money mindset has changed quite a bit over the years.
After working with hundreds of entrepreneurs at Kickstart Accounting, I realized that data isn't as emotionless as it seems. Our unique money stories impact every financial decision we make in our businesses.
That's why today, I'm helping you assess your money mindset.
Listen in as I reveal the 4 most common money mindset types. Plus, catch the reflection questions I'm sharing that will help you dig even deeper into your money story.
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:FREE map Your Way to 100K Workshop -https://kickstartaccountinginc.com/product/map-your-way-to-100k-pre-recorded-workshop/
What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Liz Theresa helps entrepreneurs find clarity and market themselves online with confidence. Sheโs been in business for more than a decade creating powerful, high-converting websites, memorable brands, and coaching business owners on how they can be more visible online. In this podcast, Liz is not only sharing her money story but also giving us all a healthy dose of permission to lean into fun and ease when it comes to making money in our businesses.
Connect with Liz:
Website | https://liztheresa.com/
Free Downloadable Copywriting Training Video | http://FreeCopyVideo.com
Liz on Biz podcast | https://liztheresa.com/podcast
Connect with Danielle:
Book a FREE strategy call | https://kickstartaccountinginc.com/book-a-call/
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Is tax season already on your mind?
If you answered no, I want to encourage you to start getting organized so you're not scrambling when tax season rolls around.
Now, you might be thinking, "Danielle, I don't even know where to start when it comes to year-end prep!"
If this sounds like you, you're in luck with today's episode.
Listen in as Kelsey and I walk you through the strategic framework, called the SCARED method, that we use here at Kickstart Accounting to help our clients close the year strong so they can step into the new year and tax season with confidence.
.
After listening, you'll walk away knowing exactly what reports and information you need to start gathering so you're not scrambling at tax time.
Plus, you'll walk away from this episode with several questions that you can ask your bookkeeper to make sure you're ready to make data-driven decisions as you're planning for the new year.
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Map Your Way to 100K Workshop ---> Save your seat! https://kickstartaccountinginc.com/product/map-your-way-to-100k-pre-recorded-workshop/
Previous Episode where Danielle covers all things S-Corp - https://profitplannerbookkeeping.com/pay-yourself-as-a-business-owner/
Dana Stone is a Certified Life and Sleep Coach and Founder of Live and Rest where she helps people of all ages improve their health, their sleep, and their lives as a whole! In this podcast, Dana is uncovering the 4 most common productivity-killing habits. Plus, she's sharing tangible tips that will help you squash those habits so you can improve your sleep, increase your productivity, and even improve your money mindset while you're at it!
Connect with Dana:
Website | www.https://liveandrest.com
Instagram | https://www.instagram.com/thedanastone/
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Budget Webinar---> Save your seat! https://profitplannerbookkeeping.com/product/product-based-business-budget-webinar/ and https://profitplannerbookkeeping.com/product/service-based-business-budget-webinar/
Here at Kickstart Accounting, a question we get from clients all of the time is, "Why do I need a budget for my business, especially when I already have revenue goals?"
That's why today, Kelsey and I are unpacking this! Listen in as we discuss why revenue goals, while important, aren't the end all be all. Plus, hear about all of the business problems you can solve just by carving out time to budget!
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Budget Webinar---> Save your seat! https://profitplannerbookkeeping.com/product/product-based-business-budget-webinar/ and https://profitplannerbookkeeping.com/product/service-based-business-budget-webinar/
Previous Episode where Danielle breaks down how to pay yourself: https://profitplannerbookkeeping.com/pay-yourself-as-a-business-owner/
Roman Prokopchuk is the Founder of Nova Zora Digital and host of a top 100 podcast in his category called The Digital Savage Experience. Roman is also a 1st Generation Immigrant from Ukraine.
Listen in as Roman opens up about how The 2008 recession pushed him into the digital marketing space, and how he ran with it out of necessity, eventually founding his digital marketing agency Nova Zora Digital in 2012.
He is also sharing about his and his wife's foster care journey. Together, they have fostered 20 children since June 2018. In this podcast, he is chatting about how they cultivate financial literacy for their foster children.
Connect with Roman:
Website | https://www.novazoradigital.com/
Podcast | https://podcasts.apple.com/us/podcast/roman-prokopchuks-digital-savage-experience/id1329096209?mt=2
LinkedIn | https://www.linkedin.com/in/romanprokopchuk/
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Map Your Way to 100K Workshop ---> Save your seat! https://kickstartaccountinginc.com/product/map-your-way-to-100k-pre-recorded-workshop/
I'm interrupting your pumpkin spice latte break to bring you an important reminder -- 2021 is quickly coming to a close.
And that means that now is the time to map out quarter 4 so that we can finish the year with intention.
Plus, it's time to start planning ahead for 2022 so you're not feeling frantic when January rolls around.
If you're ready to finish this year strong so you can soar into 2022 ready to conquer your financial goals, listen in as I pull back the curtain and reveal the exact strategies we use here at Kickstart Accounting to help our clients effectively perform year-end evaluations for their businesses.
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
Map Your Way to 100K Workshop ---> Save your seat! https://kickstartaccountinginc.com/product/map-your-way-to-100k-pre-recorded-workshop/
Previous Episode where Danielle covers all things S-Corp - https://profitplannerbookkeeping.com/pay-yourself-as-a-business-owner/
Yhennifer has been an online entrepreneur for the past 7 years. She has generated over 6 figures in sales online through Social Selling Strategies making her a Social Media Expert. She is the ClickFunnels lead community manager, which is one of the fastest-growing entrepreneurial groups on the FB Platform. She has been recognized by FB as one of the top group admins in the world out of 70 Million admins on the platform. She has consulted and trained teams for some of the biggest names in the personal development and marketing industry. Names like Tony Robbins, Dean Graziosi, and Jay Shetty to share a few.
In this podcast, Yhennifer is talking about shifting from working behind the scenes in her marketing agency, to fully embracing her passion for speaking and educating others about the power of community. She's also opening up about the leap of faith that propelled her into entrepreneurship - spending her last few hundred dollars to join a network marketing company with no previous marketing experience. Plus, she's chatting about the money mindset blocks from her childhood that she's managed to overcome along her journey.
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Connect with Yhennifer:
Website | https://www.socialzapped.com/
Facebook | https://www.facebook.com/YhenniferMendes
When it comes to running a business cash truly is king.
We NEED to have the cash on hand not only to keep our businesses afloat but also to support all of our big-picture goals, whether that's growing our teams or reinvesting into our businesses in some other way.
That's why in this episode, Danielle is dishing out her best tips for managing cash flow in your business.
After listening, you'll walk away ready to take control of your cash flow. You'll feel ready to get your books organized, analyze your income statement, and make revenue projections.
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
FREE Breakeven Calculator | https://kickstartaccountinginc.com/Breakeven
Kathy Young is the founder of Rekindle Communicationsโa copywriting studio that breathes life into your message one word at a time. Kathy brings her 2+ years of marketing agency experience to ambitious yet hustle-averse creatives who value connections as much as they do conversions. In this podcast, Kathy opens up about how working with Kickstart Accounting helped her get in tune with the numbers in her business. She's discussing how this has helped her foster an abundance mindset around money and investing in her business. Plus, she's chatting about how forming an S. Corp transformed her mindset and made it SO much easier for her to secure a mortgage โ something that is notoriously difficult for business owners with LLCs.
Connect with Kathy:
Website | https://www.rekindlecommunications.com\
Instagram | https://www.instagram.com/rekindle_communications
Facebook | https://www.facebook.com/rekindlecommunications/
FREE Guide - 5 ways to improve web copy | https://www.subscribepage.com/afternooncopywriting
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
EP 07 - How to Pay Yourself as a Business Owner | https://profitplannerbookkeeping.com/pay-yourself-as-a-business-owner/
FREE Get Yourself Paid Challenge | https://kickstartaccountinginc.com/Getpaid
Whether youโre preparing to bring on your first team member or your 10th, we know that hiring can feel overwhelming.
Thatโs why today, Iโm bringing Kelsey, Lead Account Manager here at Kickstart Accounting on the show to dive deep into the nitty-gritty of hiring. At Kickstart, Kelsey works closely with entrepreneurs just like you so she knows exactly what you need to prepare for when it comes to hiring.
Listen in as she uncovers the most common expenses associated with hiring that you need to budget for. Plus, learn about the KPIs (key performance indicators) that you can track to see how your new hire and your training/onboarding processes might be impacting your business overall.
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Thing Mentioned in Today's episode:
FREE Hiring Calculator | https://profitplannerbookkeeping.com/Hiringcalc
Gusto | https://gusto.com/r/danielle32131q
Dubsado | dubsado.com/?c=kickstartaccounting
Marta Spirk is an empowerment coach with over twenty years of experience as a teacher, translator, and interpreter. With her 5-Step Engage to Serve Methodโข, She has been able to engage with her audience to support them through the toughest of times. In this podcast, Marta uncovers how the pandemic pushed her to dive into empowerment coaching, the path that led her to major fulfillment and profitability. Plus, we chat about the power of leaning into your intuition to discover what lights you up and the importance of listening to what the marketplace actually needs when it comes to building a thriving business.
Connect with Marta Spirk:
Website | https://www.martaspirk.com/
The Empowered Woman Podcast | https://www.martaspirk.com/blog
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Do you feel like you're stuck in a feast or famine cycle in your biz?
If you answered yes, today's episode is for you!
Today's guest, Brandee Gaar has created and scaled 3 six-figure businesses in the event industry. So, it's safe to say she knows a thing or two about navigating seasonality.
Listen in as Brandee shares the mindset shifts and the strategies that helped her take control of her business finances so she could stop scraping by in the summers (when her industry slowed down) and start thriving all year long.
Connect with Brandee:
Website | https://www.brandeegaar.com
Instagram | https://www.instagram.com/brandeegaar
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
How do you shift from solely taking on project-based work to securing rock-solid recurring revenue?
Today's guest Abby Herman is coming on the show to reveal how she did just that.
Listen in to hear about how Abby created security in her business by cultivating long-term relationships with clients.
Plus, hear about how she significantly increased her rates with confidence (despite facing money mindset roadblocks along the way). And don't miss the strategy that Abby is sharing that allowed her to raise her rates with zero pushback from her clients!
Connect with Abby:
Website | https://thecontentexperiment.com/
Instagram | https://www.instagram.com/abbymherman/
Podcast | https://podcasts.apple.com/us/podcast/the-content-experiment-podcast/id1478744801
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Meet Matt Payne. Matt is a mountaineer and fine art nature and landscape photographer living in Durango, Colorado and is the host of the popular landscape photography podcast, "F-Stop Collaborate and Listen."
Today, Matt is opening up about how he ditched his limiting beliefs from childhood surrounding money as he stepped into entrepreneurship.
Connect with Matt:
Website | https://www.mattpaynephotography.com/
Instagram | https://www.instagram.com/mattpaynephoto/
Connect with Danielle:
Website | ย https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Are you ready to make better business decisions and create successful systems?
If you answered yes, you're in for a treat with today's episode!
Meet Belinda Ellsworth. Belinda has been a professional speaker, mover, and shaker for more than 25 years. Having built multiple successful companies, she has helped thousands of entrepreneurs make better decisions, create successful systems, and build business strategies using her "Four Pillars of Success" system. More than 200 companies have hired her as a consultant and conference speaker.
Be sure to grab a notebook for this one so you don't miss any of the goodness Belinda shares! Her iconic messages of good solid business practices will stay with you forever and positively impact your bottom line.
Connect with Belinda:
Website | www.workfromyourhappyplace.com
www.stepintosuccess.com
Free Gift | https://www.stepintosuccess.com/gift
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
One of the most common things we hear from our clients at Kickstart Accounting (before we really dig into their financials) is: "I'm starting to resent my business because I am not getting PAID."
Sound familiar?
If so, you're in luck with today's episode!
Listen in as I dive deep into the nitty-gritty of how to pay yourself as a business owner. You'll walk away from this episode knowing exactly how much you should be paying yourself. Plus, you'll be ready to choose a method to get all your well-deserved funds.
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Things Mentioned in Today's Episode:
FREE Get Yourself Paid Challenge | https://kickstartaccountinginc.com/Getpaid
Do you find yourself needing to escape sometimes?
Todayโs guest Katie Cross is on a mission to help people do just that!
Katie runs a self-publishing company writing her own fiction books to help people escape the everyday stress.
Although she has been a self-published author for seven years, she wasnโt where she is now. Katie has been through all the stages from trying to figure out what she wanted to do, trying multiple avenues with her business, to finally finding what she loves to do and becoming an amazing author.
Connect with Katie:
Grab your free book | http://welcome.kcrosswriting.com/welcome
Website | https://katiecrossbooks.com/
https://katiecrossromance.com/
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Do you feel like you need a clearer understanding of your business financials?
If you answered yes, you're in luck with today's episode!
Whether your business is established or starting from scratch, this episode will give you knowledge which equals control.
Listen in as I break down the 5 simple metrics that I recommend you stay on top of tracking in your business.
After listening, you'll feel fully empowered and capable of making data-driven business decisions that you feel good about.
Connect with Danielle:
Website | ย https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Today's guest, Amy is on a mission is to build the wealthiest generation of women we've ever seen.
Amy is the Co-Founder and Head Money Coach at Ready.Steady.Money. She began her career helping large companies manage wealth but became a money coach after recognizing how people in her life needed a more practical and human approach to money management.
As a Certified Money Coach, Amy utilizes a powerful psycho-dynamic coaching model that combines practical financial guidance with sound coaching principles to help you deeply explore, understand and transform your relationship with money.
Listen in as she opens up about this mission and why she started offering money coaching for women. Plus, hear about her own journey with money, as she opens up about tackling debt, embracing entrepreneurship, and more!
Connect with Amy:
Website | http://www.smartgirlmoneycoach.com/
Instagram | https://www.instagram.com/smartgirlmoney/
Connect with Danielle:
Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Are you tired of hustling and pushing yourself to do work every day that quite frankly, sucks the life out of you?ย
If you answered yes, today's episode is for you!
Meet Rhonda Peterson. Rhonda is passionate about helping people ditch the soul-sucking tasks in their businesses so they can actually start to enjoy what they do.
Using her signature Energy Audit, Rhonda supports financial professionals as
they move beyond just the numbers and into the relational side of leadership.
Listen in as she chats about how you can find your 'energizers' AKA the tasks that light you up. Plus, get a behind-the-scenes look at Rhonda's money story and journey to entrepreneurship!
Connect with Rhonda:
Website | http://rhondapeterson.com/
Connect with Danielle:
Website | ย https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Today's guest, Angie Trueblood has a file folder in her cabinet labeled "business ideas." So I guess you could say, she's a lifelong visionary with an undeniable heart for entrepreneurship.
So, the question is, why did she stay at her corporate job, resisting that innate entrepreneurial calling for years?
Well, come listen as Angie pulls back the curtain and chats about how growing up with a single mom led her to become fiercely independent, leading her to step into entrepreneurship practically WITHOUT going into debt to chase her dreams.
Connect with Angie:
Website | https://www.angietrueblood.com/
Podcast | https://www.angietrueblood.com/podcast/
Instagram | https://www.instagram.com/angie_trueblood/
Connect with Danielle:Website | https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct
Welcome to Entrepreneur Money Stories The podcast for women entrepreneurs who want to break free from limiting beliefs around money once and for all.
Your host Danielle Hayden, co-owner of Kickstart Accounting, is a reformed corporate CFO who is on a mission to help rule-breaking female entrepreneurs understand their numbers so they can gain the confidence needed to create sustainable profits.
This podcast is a series of real conversations about money mindset, with valuable, action-packed takeaways for the entrepreneur that's building their abundant empire.
If you're working to release money blocks so that you can step into your power and purpose, youโre in the right spot.
Connect with Danielle:Website | ย https://kickstartaccountinginc.com/
Facebook | https://www.facebook.com/kickstartaccountinginc/
Instagram | https://www.instagram.com/kickstartaccounting/
Twitter | https://twitter.com/KickstartAcct