The Entrepreneur's Ultimate Tax: Recent Episodes

Keith Sconiers

The purpose of the podcast is to bring value to entrepreneurs in the areas of their business and life that aren’t taxes, but could be considered “taxing” if handled without the proper planning, advising, and education needed to build a successful enterprise.

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In today’s episode, I’m talking with Dr. Jonathan Baktari MD, who is the CEO of eNational Testing, which revolutionized the ease of getting laboratory testing. He is also the CEO of e7 Health and US Drug Test Centers, the host of the podcast BaktariMD, and the creator of the bestselling course: High Converting Call Class. e7 Health is a preventative health and wellness company that has been called the “the Uber of preventive medicine” and was named the Best Technology Company in the Healthcare Space in 2019.

US Drug Test Centers is a nationwide network of over 20,000 testing centers in the US and is revolutionizing drug and alcohol testing across the nation. All these groundbreaking technology companies were born out of a combination of Dr. Baktari’s expertise as a doctor, medical director, educator, and his over 20 years of clinical, administrative, and entrepreneurial experience. A former triple board-certified physician with specialties in internal medicine, pulmonary and critical care medicine, being a healthcare CEO is only the latest chapter in Dr. Baktari’s life mission to help others by making integrative preventative medicine available to everyone.

Dr. Baktari has always believed that helping others was the ultimate achievement in life. Now, as a business leader, sought-after speaker, and podcast host, he’s excited to share his expertise in preventative health, tech entrepreneurship, and other topics that can’t be found anywhere else.

Email: Dr. Jonathan Baktari MD

LinkedIn: Dr. Jonathan Baktari MDYouTube:Dr. Jonathan Baktari MD

Website: Dr. Jonathan Baktari MD

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In today’s episode, I’m talking with Matt Nelson, the owner of Active Media, a marketing and publishing company specialized in graphic design, printing, and direct mail services.

What I enjoyed most about our time together was hearing how Matt got introduced to the world of marketing and direct mail.

Learn more about Matt Nelson:

Email: Matt Nelson

LinkedIn: Matt Nelson

Website: Matt Nelson

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In today’s episode, I’m talking with Mickie Kennedy, an expert at helping small businesses, authors, and startups increase their visibility and credibility using PR.

During our call, we discussed ways small business owners can prepare their company brand and story for success when it comes to leveraging press releases to gain exposure.

Email: Mickie Kennedy

LinkedIn: Mickie Kennedy

Website: eReleases

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In today’s episode, I’m talking with Trent Werner and Kyle Miller about the importance of creating quality content in business. In this episode, I hear from Trent, a real estate professional, share his experience in working with Kyle on ways to create content that helped him grow his business.

Learn more about Trent Werner & Kyle Miller:

Trent Werner

Email: Trent Werner

LinkedIn: Trent Werner

Website: Trent Werner

Kyle Miller

Email: Kyle Miller

LinkedIn: Kyle Miller

Website: Kyle Miller

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In today’s episode, I’m talking with Chris Blomquist, an HR Leader that has worked in the HR space for over 20 years. Chris has built HR functions from the ground up for high-tech startups, led global HR, Payroll, Total Rewards, and Talent Acquisition teams for multinational corporations. In our call, we discussed his journey in HR and what inspired him to launch Blomquist Consulting.

Learn more about Chris Blomquist:

Email: Chris Blomquist
LinkedIn: Chris Blomquist
Website: Chris Blomquist
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In today’s episode, I’m talking with Brian Kiczula of US Tax Advisors Group. In our conversation we discussed cost segregation studies for property owners of residential and commercial real estate. 

We also got to talk about the importance of having a team, staying in the game even when you aren’t physically able to work, and how real estate professionals can leverage strategies like cost segregation to grow their business.

Learn more about Brian Kiczula:

Email: brian@ustagi.com

Phone: 941.256.7730

LinkedIn: Brian Kiczula on LinkedIn

Website: BrianKiczula.com

Website: US Tax Advisors Group

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In today’s episode, I’m talking with Avery and Ashley Whaley who are entrepreneurs helping business owners in the cleaning industry launch podcasts that help them establish their brand and drive revenue. During our call, we got to talk about their journey into entrepreneurship, what it was like managing a business together as a couple, and how they scaled and sold their cleaning company.

To learn more about Avery + Ashley:

Email: hello@podsharkmedia.com

LinkedIn: Avery Whaley on LinkedIn

LinkedIn: Ashley Whaley on LinkedIn

Website: Pod Shark Media

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In today’s episode, I’m talking with Adam Morris, the founder of Sales First Recruiting. In our call we discussed his journey of transitioning from sales to recruiting and then onto becoming an entrepreneur and the challenges of leadership. I also got Adam to share about a couple of his favorite all-time leaders.

What I appreciate about Adam is his commitment to helping fellow entrepreneurs find the connections and relationships they need to grow their business. 

To learn more about Adam:

Email: adam@salesfirstrecruiting.com

LinkedIn: Adam Morris on LinkedIn

Website: Sales First Recruiting

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In today’s episode, I’m talking with Kevin Perry an independent Agent at Forestel who has 10 years of experience helping local, regional, and national customers secure their internet, voice, and cloud services to ensure they are most productive, profitable, and secure. Kevin’s focus is helping companies in the NW solve problems with their internet, voice, and cloud services, and provides his customers with these solutions from a diverse array of service providers at NO cost to them.

What I appreciate about our call is Kevin not only educated me on the service that he provides as an independent agent but also shared key leadership advice for companies wanting to attract and retain more key employees, which he learned working within large organizations like Coca-Cola.

To learn more about Kevin Perry:

Phone: 503-744-4264
Email: kevin@forestel.com
LinkedIn: Kevin on LinkedIn

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In today’s episode, I share my story of what inspired me to start PaySuite and the six economic forces that inspired us to deepen our support for entrepreneurs. 

If you’d like to read a copy of the Deloitte report discussed in the show, you can see that here: The 6 Forces Report by Deloitte

Don’t hesitate to reach out if there’s anything we can help you with at PaySuite or beyond. 

To learn more about PaySuite:

Email: hi@gopaysuite.com

LinkedIn: PaySuite on LinkedIn

Website: Learn more about PaySuite

Book: The Entrepreneurs Ultimate Tax

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In today’s episode, I’m talking with Ken Cook, a business advisor, former marketing agency owner, and cofounder of The Prepared Group.

In our call, we discussed his journey of starting his career in the marketing & advertising business, what it was like running a tactical marketing agency, and how he is helping marketing agencies grow their firms by helping clients with strategy. We also talked about their new book, Start With Strategy, which helps agency owners learn how to build more revenue and impact with strategic consulting. 

To learn more about Ken Cook and The Prepared Group:

Email: ken@thepreparedgroup.com

LinkedIn: Ken Cook on LinkedIn

Website: Learn more about The Prepared Group

Book: Start With Strategy

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In today’s episode, I’m talking with Kasten Spethmann of Your Startup Life, a business advisor, retired professional windsurfer, recovering venture capitalist, and entrepreneur who coaches founders with the advice they need to raise capital and build exceptional businesses.

In our call, we discussed her journey in how she started helping founders raise capital after finishing her professional windsurfing career, what founders aren’t doing right when it comes to raising capital, and how she is transforming a venture of her own in the automotive dealership space.

To learn more about Kasten Spethmann and Your Startup Life:

Email: kasten@kastenspethmann.com

LinkedIn: Kasten Spethmann on LinkedIn

PickMyBrain: Kasten Spethmann on PickMyBrain

Website: Learn more about Kasten Spethmann

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In today’s episode, I’m talking with Jim Taylor of Benchmark Sixty, a global consulting firm that is dedicated to helping restaurants solve the challenges they face when it comes to retaining employees, managing labor costs, and increasing productivity, all without having to raise menu prices.

In our call, we discussed ways restaurant operators can use data to make better decisions that directly impact their ability to retain employees in a post-pandemic world using a holistic method that immediately pinpoints opportunities and provides a gateway to solving their labor and retention problems.

To learn more about Jim Taylor and Benchmark Sixty:

Email: jim@benchmarksixty.com

LinkedIn: Jim Taylor on LinkedIn

Website: Learn more about Benchmark Sixty

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In this episode, I talk with Kim Boaz, an entrepreneur, bookkeeper, and founder of All Stars Accounting Professionals Inc.

In our conversation, we got to talk about how she got started in bookkeeping, what drove her to start a local nonprofit for accounting professionals, and how business owners can create a process that allows them to select the best bookkeeper for their business.

To learn more about Kim Boaz, learn more at:

Email: kim@backtobasicsbookkeeping.com

LinkedIn: Kim on LinkedIn

Website: Learn about Kim Boaz

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In this episode, I talk with Chace Fraser, an entrepreneur, real estate investor, and realtor here in Oregon that is passionate about real estate, house-hacking, and helping entrepreneurs create systems that give them their time back.

In our conversation, we got to talk about his journey from working as a golf pro at a golf club to investing in real estate and creating systems that allowed him to continually double his real estate business. This is a great episode to listen to, especially if you’re a successful entrepreneur looking to free your time up to work on more important things throughout your day.

To learn more about Chace Fraser, learn more at:

Email: chace@mrhousehack.com

LinkedIn: Chase Fraser on LinkedIn

YouTube: Chase on YouTube

Website: Learn about Chace Fraser

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In this episode, I talk with Andi Costello, a commercial real estate broker licensed in the state of Washington and Oregon. Andi has helped hundreds of clients whether leasing, investing, developing, purchasing, or selling their multi-family complex, industrial property, land, or retail building.

In our conversation, we got to talk about her journey from working as a city planner in multiple states to becoming a commercial investor and helping business owners do the same by taking advantage of key investment strategies to grow their real estate portfolios.

To learn more about Andi Costello, learn more at:

Email: andi@andicostello.com

LinkedIn: Andi Costello on LinkedIn

YouTube: Andi on YouTube

Website: Learn about Andi Costello

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In this episode, I talk with Jeanne Egan, a senior business development manager at MarginEdge that is focused on helping restaurant owners improve the profitability of their restaurant using technology that helps them control and manage their food and labor costs.

In our conversation, we got to talk about her journey from going to work in a restaurant at the age of 17 to becoming a GM and then the owner of her own restaurant franchise. We also talked about how she is using her restaurant background to help restaurant owners avoid the operational challenges she faced when trying to control her costs as an owner-operator.

To learn more about Jeanne Egan, learn more at:

Email: jeanne@marginedge.com

LinkedIn: Jeanne Egan on LinkedIn

Website: Learn about MarginEdge

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In this episode, I talk with Dr. Kryzia Olsen, a naturopathic physician that is focused on helping entrepreneurs improve their approach to mental health and their digestive system so they can live a full life.

Dr. Olsen completed her six-year medical training at the National University of Natural Medicine, the oldest accredited naturopathic medical school in the country.

Following graduation, Dr. Olsen completed a competitive post-graduate naturopathic residency at Kwan Yin Healing Arts Center, specializing in naturopathic gastroenterology and primary care.

I am really excited to have Dr. Olsen with us today.

To learn more about Dr. Kryzia Olsen, learn more at:

Email: info@drkryziaolsen.com

LinkedIn: Dr. Kryzia on LinkedIn

Website: Dr. Kryzia Olsen at Remedy Wellness Center

YouTube: Dr. Kryzia on YouTube

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In this episode of The Entrepreneur’s Ultimate Tax, I talk with Michael Attias, an entrepreneur and Founder of CaterZen.

After a successful career in the restaurant business where he helped grow a single location restaurant to 3 million dollars, with 1 million being in catering sales, Michael decided to build a company that would help other restaurant owners grow their sales and it lead to him building CaterZen.

Michael, after selling his restaurant in 2005, found himself looking for an opportunity and immediately began researching catering systems on the market. 

What he found is that everything he found was missing all of the key features that would've helped him grow his catering business faster and so he decided to find a way to create an all-in-one solution coupled with his experience to help restauranteurs build better businesses.

Today, Michael continues to expand CaterZen's features to help restaurant owners grow catering sales.

To learn more about CaterZen, check out our catering page.

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In this episode of The Entrepreneur’s Ultimate Tax, I talk with Jennifer Blankl, a certified Life, Relationship, and Marriage Coach at The Art of Fulfillment.

After a successful career in sales, Jennifer caught an interest in life coaching and then a passion for helping entrepreneurs in their life and business.

Since 2014, Jennifer has been helping busy executives and business owners have a successful, exciting love life at home. She understands how many feel like they don’t have the time, energy or oftentimes desire… but still want to feel understood, appreciated, and respected by their partner.

To learn more about The Art of Fulfillment, contact Jennifer at:

Email: jen@jenniferblankl.com
LinkedIn: Jennifer Blankl
WebsiteThe Art of Fulfillment YouTube: Jennifer on YouTube

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In this episode of The Entrepreneur’s Ultimate Tax, I talk with my good friend Robert Caruso, entrepreneur, and partner at Engage Digital, a digital marketing firm that executes effective integrated digital marketing for mid-sized B2B, B2C, SaaS, and Startup brands that get them found, make lasting impressions and achieving results online.

During our conversation, Robert and I reflected on his path to entrepreneurship, the lessons he learned from key mentors, how we became friends over a decade ago, and how he came up with his social handle @fondalo.

Robert is recognized on Forbes list of top 40 social media marketers and the 57th top digital marketing influencer in 2016 and more recently noted as the world’s top 14th content marketing influencer by Social Animal in 2019.

Robert was the co-founder of BundlePost and has been awarded multiple internet and technology patents.

To learn more about Engage Digital, contact Robert at:

Email: rcaruso@fondalo.com

Robert on LinkedIn

Robert on Twitter

Engage DigitalRobert at Fondalo

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In this episode of The Entrepreneur’s Ultimate Tax, I talk with Will Eberhart, entrepreneur, and business advisor at Perseverance Marketing Group.

Will Eberhart is a passionate, strategic brand marketer with deep experience in driving brand awareness, engaging consumers, and directly influencing revenue. Having worked with several of the world's best-known consumer brands, and playing a key role in accelerating growth, Will relentlessly works with entrepreneurs and organizations to strengthen their relationship with their audience through key insights and authentic storytelling.

In this episode, Will shares his origin story and how his love for basketball, shoes, and education propelled him forward into roles with the leading sports brands and beyond that as an entrepreneur with Perseverance Marketing Group where he helps business owners craft stories about their brand. What I appreciate the most about Will is he, as he refers to himself in his bio, is an anomaly, as he was raised in New York City by two teenage parents during the crack era where it required him to embody the essence of the word perseverance to succeed and defy the obstacles he faced daily in his neighborhood.

I am honored to share the story of Will Eberhart, who I commonly refer to as Will “The Voice” Eberhart. I am sure you will enjoy the conversation!!

To learn more about Perseverance Marketing Group, contact Will at:

Email: will@perseverancemarketing.com

Will on LinkedIn

Perseverance Marketing Group

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In this episode of The Entrepreneur’s Ultimate Tax, I talk with David Yassa, business coach and owner of The Growth Coach of Portland.

David, prior to opening The Growth Coach of Portland, was a leader in the medical device industry where he built, managed, and led sales & marketing teams across different countries. He was also responsible for launching products, managing trade shows, strategic accounts, all while building and sustaining relationships with key opinion leaders – including C-Suite executives. David is bilingual and has an Executive MBA degree from Hult International Business School, where he graduated with honors.

In this episode, David talks about leadership, creating a vision, and how vision impacts an entrepreneur's ability to build and lead an organization.

To learn more about The Growth Coach, contact David at:

Email: dyassa@thegrowthcoach.com
David on LinkedIn
The Growth Coach of Portland

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In this episode of The Entrepreneur’s Ultimate Tax, I talk with Erik Swanson, Business Development Manager with Cardinal Services.

Erik became an entrepreneur at the young age of 23 when his uncle encouraged him to invest in a franchise in Utah where he built a very successful employment services practice. Erik, who is approaching his 30th year serving entrepreneurs and organizations in this capacity, is passionate about helping entrepreneurs get their time back by helping them offload the administrative aspects of their business when the timing is right.

To learn more about Cardinal Services, contact Erik at:

Email: erik@cardinal-services.com
Erik on LinkedIn
Cardinal Services

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In this episode of The Entrepreneur’s Ultimate Tax, I talk with Imran Haider, the Director of Operations with PaySuite.

Imran comes to PaySuite with over 10 years of experience as a professor for schools like Oregon State, Washington State, University of Portland, and Chemeketa Community College. Imran also helped open and run a brewery for five years as the Director of Operations where his team was able to grow from zero to over $4m in revenue over that period. Imran was born and raised in Oregon and continues to live here locally with his wife and son.

To learn more about PaySuite, contact Imran at:

Email: imran@paysuitepay.com
Imran on LinkedIn
PaySuite

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In this episode of The Entrepreneur's Ultimate Tax, I talk with Zebadiah Wade of RMA & Associates.

RMA & Associates is a specialty corporate finance firm with a proven and successful record in assisting privately held companies. Their typical engagement is to assist owners/shareholders in achieving maximum wealth creation and conservation, while also evaluating the optimal path to retaining key employees.

To learn more about RMA & Associates, contact Zebadiah at:

Email: zeb@rma-nw.com
Zebadiah on LinkedIn
RMA & Associates

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In this episode of The Entrepreneur's Ultimate Tax, I talk about the purpose of this podcast and what we hope to accomplish in future episodes.

Our ultimate goal is to help entrepreneurs uncover the true costs and threats to their progress in achieving personal & financial success in business.

Please subscribe to the podcast and the YouTube channel as well if you’d like to be the first to hear of new releases and exclusive content.

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