#27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business

Empowering Healthy Business: The Podcast for Small Business Owners

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Lagt till two år sedan

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This Is Woman's Work with Nicole Kalil

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How To Pitch Yourself (And Get A Yes) | 300 27:52

för 5 dagar sedan27:52

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27:52

We made it— 300 episodes of This Is Woman’s Work ! And we’re marking this milestone by giving you something that could seriously change the game in your business or career: the skill of pitching yourself effectively. Whether you’re dreaming of being a podcast guest, landing a speaking gig, signing a client, or just asking for what you want with confidence—you’re already pitching yourself, every day. But are you doing it well? In this milestone episode, Nicole breaks down exactly how to pitch yourself to be a podcast guest … and actually hear “yes.” With hundreds of pitches landing in her inbox each month, she shares what makes a guest stand out (or get deleted), the biggest mistakes people make, and why podcast guesting is still one of the most powerful ways to grow your reach, authority, and influence. In This Episode, We Cover: ✅ Why we all need to pitch ourselves—and how to do it without feeling gross ✅ The step-by-step process for landing guest spots on podcasts (and more) ✅ A breakdown of the 3 podcast levels: Practice, Peer, and A-List—and how to approach each ✅ The must-haves of a successful podcast pitch (including real examples) ✅ How to craft a pitch that gets read, gets remembered, and gets results Whether you’re new to pitching or want to level up your game, this episode gives you the exact strategy Nicole and her team use to land guest spots on dozens of podcasts every year. Because your voice deserves to be heard. And the world needs what only you can bring. 🎁 Get the FREE Podcast Pitch Checklist + Additional Information on your Practice Group, Peer Group, and A-List Group Strategies: https://nicolekalil.com/podcast 📥 Download The Podcast Pitch Checklist Here Related Podcast Episodes: Shameless and Strategic: How to Brag About Yourself with Tiffany Houser | 298 How To Write & Publish A Book with Michelle Savage | 279 How To Land Your TED Talk and Skyrocket Your Personal Brand with Ashley Stahl | 250 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

för ungefär ett år sedan 35:39

MP3•Episod hem

A DIY Approach Can Work Though is Usually Disjointed
The Stage and Size When Companies Hire Outside Marketing Leadership
Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics.
Different Marketing Roles and Options
Selecting the Right Fractional Marketing Leader
Staffing Up a Marketing Department and Making Full-Time Hires
Setting a Marketing Budget

Reach Rebecca Schuette at https://start2scale.io/ or https://www.linkedin.com/in/rebeccaschuette/

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!
Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/

Kapitel

1. #27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business (00:00:00)

2. A DIY Approach Can Work Though is Usually Disjointed (00:02:27)

3. The Stage and Size When Companies Hire Outside Marketing Leadership (00:05:03)

4. Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics. (00:07:30)

5. Different Marketing Roles and Options (00:13:40)

6. Selecting the Right Fractional Marketing Leader (00:18:37)

7. Staffing Up a Marketing Department and Making Full-Time Hires (00:24:11)

8. Setting a Marketing Budget (00:29:15)

36 episoder

#MBA #Entrepreneur #Business #Self-Improvement #Cal Wilder #Podcasting Education #Entrepreneurship #Smallbusiness #Businessownership #Accounting #Empoweringhealthybusiness

#27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business

Empowering Healthy Business: The Podcast for Small Business Owners

published för ungefär ett år sedan

Dela

MP3•Episod hem

A DIY Approach Can Work Though is Usually Disjointed
The Stage and Size When Companies Hire Outside Marketing Leadership
Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics.
Different Marketing Roles and Options
Selecting the Right Fractional Marketing Leader
Staffing Up a Marketing Department and Making Full-Time Hires
Setting a Marketing Budget

Reach Rebecca Schuette at https://start2scale.io/ or https://www.linkedin.com/in/rebeccaschuette/

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!
Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/

Kapitel

1. #27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business (00:00:00)

2. A DIY Approach Can Work Though is Usually Disjointed (00:02:27)

3. The Stage and Size When Companies Hire Outside Marketing Leadership (00:05:03)

4. Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics. (00:07:30)

5. Different Marketing Roles and Options (00:13:40)

6. Selecting the Right Fractional Marketing Leader (00:18:37)

7. Staffing Up a Marketing Department and Making Full-Time Hires (00:24:11)

8. Setting a Marketing Budget (00:29:15)

36 episoder

#MBA #Entrepreneur #Business #Self-Improvement #Cal Wilder #Podcasting Education #Entrepreneurship #Smallbusiness #Businessownership #Accounting #Empoweringhealthybusiness

Alla avsnitt

1
#36 Tax To Dos After April 15th 20:28

för 6 dagar sedan20:28

20:28

Think tax season is over? Think again. In this episode, Cal sits down with tax expert Greg to talk about what savvy business owners should be doing after April 15th. From maximizing deductions to planning for upcoming tax law changes, this conversation is packed with insights for those who want to stay ahead—not just compliant. Greg shares real-world strategies to avoid tax-time surprises, reduce penalties, and keep more of your hard-earned cash. Plus, he breaks down estimated taxes, business structure reviews, and how to fund retirement accounts strategically. He even clears up myths around the home office deduction and reveals a powerful state tax workaround that may not be around forever. If you’ve ever felt blindsided by a big tax bill or waited too long to make tax-saving moves, this is your wake-up call. If you’re serious about running a healthy business that’s profitable yet doesn't drown you in taxes, don’t miss this episode. Why tax planning is a year-round sport What the IRS won’t tell you about extensions and penalties A simple strategy to make home office deductions easy and audit-proof When to talk to your CPA (hint: now!) How the “Pass-Through Entity Tax” workaround can save you thousands Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com . Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#35 Beneficial Ownership Reporting Update and Tax Planning Win 9:46

för 7 weeks sedan9:46

9:46

The US Treasury Department announced a major change to beneficial filing requirements affecting most small business owners in the U.S. In this episode, Greg Reed, head of tax at SmartBooks, shares important updates. He also shares a tax planning success story about how he saved a client $29,000 in tax. We also discuss important informational filings that still must be made by many U.S. businesses that do business internationally that have major penalties if not done. Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com . Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#34 Benefits of Proactive Tax Planning vs. Reactive Tax Filing 19:16

för 10 weeks sedan19:16

19:16

I’m excited to announced that SmartBooks Head of Tax Greg Reed is now officially a Certified Tax Coach. Tax planning and minimization has been a core part of our tax practice. With advanced study with the American Institute of Certified Tax Planners, Greg will be able to do even more to help business owners pay less tax. More specifically, this episode includes: Accountants, CPAs, and other roles to fill in your accounting team Benefits of working with a Certified Tax Coach The right time to do tax planning Tax tactics vs. a comprehensive tax strategy Greg saves a SmartBooks client $200,000 in taxes Documentation is key to being able to justify tax deductions Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com . Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#33 The Founder as Chief Salesperson 36:43

för 12 weeks sedan36:43

36:43

A challenge all businesses face is setting up the sales function for success. In this episode, Christopher Filipiak explores why it is critical for the Founder to master the sales process regardless of whether the plan is to hire salespeople or for the founder to continue to be the primary salesperson. More specifically, this episode includes: The core of the sales process is creating and having conversations Challenges of delegating sales when the founder has not mastered it The sales mindset founders need to embrace Are salespeople born or made? Pitfalls of founders as salespeople Founder sales mastery is the foundation for hiring salespeople Reach Christopher Filipiak at https://www.linkedin.com/in/christopherfilipiak or https://www.christopherfilipiak.com/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#32 - Beneficial Ownership Filing Requirement Update and Preparing for Year End Tax Filings 14:55

för 16 weeks sedan14:55

14:55

Within the past week, the Beneficial Ownership Information (BOI) filing requirement was both reinstated and then suspended again, pending further legal review. Greg Reed provides an update on the current status of the BOI fiing requirement and his filing recommendations. Greg also provides advice on gathering documentation to make your annual income tax filings as efficient as possible and explains that while you can extend the deadline to file your tax returns, you still need to pay tax by the initial deadline to avoid penalties and interest. Reach Greg Reed at smartbookstax.com or greed@smartbookstax.com. Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#31 - Lean Marketing for More Customers at Lower Cost 27:22

för 18 weeks sedan27:22

27:22

Would you like to learn how to get more customers at a lower cost of customer acquisition than your current marketing is producing? In this episode Sarah Noel Block presents her approach to lean marketing that can be done in just 4 hours per week. More specifically, this episode includes: 01:48 What is “Lean Marketing” 02:19 Narrowing your focus to attract more, better-qualified leads 05:56 Clearly defining your Signature Offer 07:00 Selecting One Marketing Channel to be efficient 08:25 Utilizing a Gateway Offer to start new customer relationships 11:10 Core Content to nurture prospective customers 14:29 How Sarah uses AI to create all her content in 4 hours per week 23:59 Passive lead magnets and active lead generators 25:42 Sarah’s Tiny Marketing Club resources Reach Sarah Noel Block at https://sarahnoelblock.com/club Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#30 - Overcoming Visionary Founder Blind Spots 37:21

för 19 weeks sedan37:21

37:21

Founders of businesses are unique kinds of people. Some are visionary by nature and struggle to scale businesses despite great personal talent. In this episode Becky Venuti of BV Coaching shares her experience and insight into how these visionary founders can effectively scale their businesses. More specifically, this episode includes: Different kinds of founders What is a Visionary founder Change management The Integrator role Avoiding excess complexity Building out your team Systems and processes The importance of training Effective delegation Strategically deciding what to be good and be bad at Becky’s coaching business Reach Becky Venuti at beckyvenuti.com or becky@beckyvenuti.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#29 - Suspension of Beneficial Ownership Filing Requirements 5:48

för 19 weeks sedan5:48

5:48

A federal court in Texas issued a preliminary injunction suspending the enforcement of the new beneficial ownership reporting requirement. While this ruling provides relief for small business owners, it is TBD whether the reporting requirement will be rescinded or reinstated. In this brief update episode Greg Reed, head of tax at SmartBooks, shares his thoughts and recommendations around this issue. Reach Greg Reed at smartbookstax.com or greed@smartbookstax.com. Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#28 - Post-Election Tax Update and Year-End Tax Planning 17:24

för 20 weeks sedan17:24

17:24

The incoming administration of President-Elect Donald Trump will bring significant changes to the tax code. Given that he can’t run for re-election for a third term and may thus feel more free to act on his principles than if he had to secure votes for re-election, there is the potential for some very large changes. In this episode Greg Reed, head of tax at SmartBooks, shares his insights into potential changes to the tax code. We also discuss the opportunity for year-end tax planning as we enter December. More specifically, this episode includes: Extension of the Tax Cuts and Jobs Act of 2017 Tax Brackets and Tariffs Other Taxes and Tax Breaks Impact on 2024 Taxes and Year-End Tax Planning Reach Greg Reed at smartbookstax.com or greed@smartbookstaxcom. Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business 35:39

för 22 weeks sedan35:39

35:39

A challenge for many business owners is how to get the benefit of a good marketing function to fill their sales pipeline, and at a cost point they can afford. One option is to engage a fractional marketing leader. In this episode, Rebecca Schuette shares her insights into when hiring a fractional marketing leader could be the right move for your business and how to set up the engagement for success. More specifically, this episode includes: A DIY Approach Can Work Though is Usually Disjointed The Stage and Size When Companies Hire Outside Marketing Leadership Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics. Different Marketing Roles and Options Selecting the Right Fractional Marketing Leader Staffing Up a Marketing Department and Making Full-Time Hires Setting a Marketing Budget Reach Rebecca Schuette at https://start2scale.io/ or https://www.linkedin.com/in/rebeccaschuette/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#26 - Husband and Wife as Business Partners 50:17

för 24 weeks sedan50:17

50:17

Many businesses are run by husband and wife teams. While that can be a powerful combination for the business, there are unique dynamics and challenges when spouses or other family members work together. In this episode, Robert and Kay Lee Fukui share their experience and insight into how spouses can most successfully work together as business partners. More specifically, this episode includes: Advantages of Family-Run Businesses Kay Lee and Robert’s Background Importance of Financial Metrics in Running a Business Assessing and Determining Job Fit for Family Members Hiring Your Children Structuring Accountability Discussions with Your Spouse Managing Boundaries Between Work and Home Life Avoiding Divorce When Your Children Go To College Parallels with the Entrepreneurial Operating System Robert and Kay Lee’s Consulting Business Reach Robert and Kay Lee Fukui at https://marriedentrepreneur.co/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#25 - Digital Marketing Basics for Business Owners 34:48

för 27 weeks sedan34:48

34:48

Part of running a healthy business is being able to attract new customers. I am old enough to remember life before internet and phones became ubiquitous. These days internet-based marketing dominates in many industries, and the catch-all term for all kinds of online marketing is Digital Marketing. Joining this episode is Kevin Roy, founder and owner of Green Banana , who helps us understand today's digital marketing landscape and how to navigate all these options and opportunities. More specifically, this episode includes: The Importance of Defining Your Target Audience When SEO and Adwords Are Best When Display Ads on Social Platforms Are Best SEO vs. Google Adwords Social Platforms for Display Advertising When and How to Engage Professional Marketing Help Determining a Digital Marketing Budget Timeline for Launching a Digital Marketing Program Pitfalls to Avoid Reach Kevin at https://www.linkedin.com/in/kevincharlesroy/ or GreenBananaSEO.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#24 - Beneficial Ownership Reporting Requirements: New in 2024 17:00

för 28 weeks sedan17:00

17:00

There is a new federal filing requirement for 2024 that new and existing businesses must comply with, or else face hefty fines. Businesses are required to report the identities of their Beneficial Owners. This filing is typically made by tax CPAs or attorneys and must be kept updated. Greg Reed helps us navigate these new requirements. More specifically, this episode includes: What is Beneficial Ownership? Beneficial Ownership is reported to a federal government agency (different from the IRS) Penalties for failing to file and filing deadlines How to file reports The need to file informational updates Next steps for business owners Book a meeting with Cal or Greg here: https://smartbooks.com/free-consultation/ . Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#23 - Key Accounting Topics for Marketing Agencies 50:39

för 29 weeks sedan50:39

50:39

Having supported the bookkeeping and accounting needs of many marketing agencies over the years, SmartBooks routinely addresses a few key accounting topics to help clients get the most out of their financial reporting. In this episode guest Lindsay Jarosch highlights these issues. More specifically, this episode includes: Benefits of a segmented chart of accounts Accounting for client media purchases made by the agency Profit modeling for the firm Using performance metrics to manage pricing and staffing The value of 12-week forecasts Tax planning and management Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#22 - Life-Changing Benefits of Great Sleep 42:00

för 33 weeks sedan42:00

42:00

The healthier we are personally, the more energy we can bring to our businesses to make our businesses as successful as possible. There are several drivers of personal health. In this episode guest Matt Beedle makes a compelling case that investing in great sleep delivers a high return on investment personally and professionally. More specifically, this episode includes: Consequences of Inadequate Sleep Wearables and Genetics to Inform Sleep Information Beware of Supplements and Medication Mental Health and Apnea as the Principal Causes of Poor Sleep Matt's View on Sleep Hacks Basic Routines That Can Be Followed Bedroom Environment for Sleeping How Matt Works with Clients Viewing Sleep as a High ROI Investment You can reach Matt at: https://mattbeedle.com/ https://www.linkedin.com/in/self-improvement/ https://www.instagram.com/makesleepgreatagain/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

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#21 - Top Areas Where a Fractional HR Leader Can Help a Small Business 44:27

för 35 weeks sedan44:27

44:27

Small businesses have more options than ever to meet senior executive needs by utilizing fractional (aka part-time) managers. The fractional CFO model is the most established, but business owners are also meeting operational, sales and marketing, and other areas of need using fractional approaches. In this episode, Scott Baker shares his insights into how business owners can derive valuable benefits by employing a fractional HR leader. More specifically, this episode includes: The HR function is a void in most small businesses Start with an HR assessment Structuring a successful fractional HR leader engagement Issues with having employees in multiple states Pros and cons of PEOs (Professional Employer Organization) Classification of employees for overtime and 1099/Contractor purposes States to be aware about when hiring employees Employee Handbook items When HR falls under the Finance function Contact Scott Baker at: ScottBaker@Stage3Leadership.com linkedin.com/in/scottbaker365/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

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#20 - How to Achieve a Successful Fractional CFO Engagement 58:43

för 39 weeks sedan58:43

58:43

Small businesses may have a solution in place for bookkeeping and producing basic financial statements. Owners often yearn for analysis and forward-looking planning. The fractional (part-time) CFO model has existed for 20+ years to fill that void. Today there are more options than ever. Achieving successful results from fractional CFO engagements, however, can be a challenge. In this episode, Dave Hartley shares his insights about how business owners can create successful fractional CFO engagements that deliver the most value to their businesses. More specifically, this episode includes: Differences between a fractional and full-time CFO Recommendations for selecting a fractional CFO Setting realistic expectations for your fractional CFO engagement Keys to successfully delivering fractional CFO engagements Pricing models for fractional CFO services Graduating to a full-time CFO or transitioning to another type of fractional CFO Dave Hartley can be reached at linkedin.com/in/davehartley . He is the co-host of the But Who's Counting? podcast. Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

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#19 - Managing a Financially Distressed Business 49:35

för 41 weeks sedan49:35

49:35

Businesses can become financially distressed and face challenges with solvency and potential bankruptcy. Business owners in this situation may be able to cut costs, tightly manage cashflow, and return to profitability. Sometimes they need to renegotiate debt, attempt to sell business assets, or ultimately dissolve the business. There may also be personal liability concerns for owners and officers. Today’s guest Charlie Goodrich helps businesses navigate these situations and achieve as favorable an outcome as possible. More specifically, this episode includes: Definitions of bankruptcy, solvency, and related terms The process of dissolving when you have no secured or personally guaranteed debt The process when you have personally guaranteed debt or various kinds of lenders and investors Formal bankruptcy and alternatives to the formal bankruptcy process Examples of dissolving small businesses Personal liability concerns for owners and officers Managing bank lenders when your business is becoming distressed Being a vendor to a customer who is bankrupt Charlie Goodrich can be reached at 781-863-5019 or charlie@goodrich-associates.com. Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#18 - Positioning Your Business For Success 57:02

för 44 weeks sedan57:02

57:02

Running a business is so hard that most go out of business within 5-10 years. There are many risks and factors outside your control. Today’s guest Bill Flynn shares his insights about several areas business owners can control and how you can position your business to overcome those odds to thrive with long-term success. More specifically, this episode includes: Creating a Brain-Friendly Organization Conducting Effective Meetings The 80/20 Rule in Business Cash Flow is King Avoiding Leadership Bottlenecks Strategy and Execution are the Same Thing Start with an Articulated Vision Contact gest Bill Flynn at catalystgrowthadvisors.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#17 - Can You Afford to Hire an Employee? 42:25

för 45 weeks sedan42:25

42:25

Healthy businesses have an established business model in which most new incremental hires produce profit for the business. Payroll expense can be viewed as an investment that yields a profitable ROI. Usually a hiring decision boils down to a question of how much more revenue do you need to sell in order to afford a new hire. This episode helps answer the question of whether you can afford to hire an employee. More specifically, this episode includes: Viewing Employees as Profit Centers Return on Investment vs Affording a Hire How Much Do You Need to Sell to Afford a Hire? How Much Does a Salesperson Need to Sell to Pay for Themself? How Much Must the Business Grow to Hire a Manager? Labor Value Multiple Forecasting; Fixed & Variable Costs Download the employee Hiring ROI Workbook using this link Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#16 - Owner Compensation Tax & Accounting 45:59

för 46 weeks sedan45:59

45:59

Healthy businesses produce healthy income for their owners. Compensation for business owners can take different forms. This episode discusses the primary forms of owner compensation and associated tax considerations. We also review bookkeeping and reporting considerations for how owner compensation is booked and reported on financial statements. More specifically, this episode includes: The primary forms of owner compensation and how they are taxed both on the business and on its owner-employees How entity type and tax elections impact the taxability of owner compensation S-corporations and reasonable compensation standards How accounting for owner compensation can have a dramatic impact on financial statements and evaluating business profitability Pitfalls to avoid with owner compensation The importance of your CPA utilizing a holistic tax plan to help optimize your tax liabilities Connect with guest Greg Reed at: www.smartbookstax.com greed@smartbookstax.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#15 - Deep Nutrition (Book Review) 1:10:40

för 50 weeks sedan1:10:40

1:10:40

The healthier we are personally, the more energy we can bring to our businesses to make our businesses as healthy as possible. There are several drivers of personal health. This episode reviews a book called Deep Nutrition, written by Dr. Cate Shanahan, which does a great job of helping us understand the nutrition driver. More specifically, this episode includes: Ancestral knowledge prior to the rise of modern medicine The rise of chronic disease over the past 75-100 years Genetics (our genes) vs Epigenetics (why certain genes are turned on and off) How the food we eat influences our gene expression, which impacts not only our own health but also the health of our children and grandchildren The top 2 culprits in our modern diet Dr. Shanahan’s 4 Pillars of Cuisine Are supplements needed The opportunity to reverse chronic disease in the next 2-3 generations Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

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#14 - Putting Profit First 48:49

för 1 year sedan48:49

48:49

Profitability is one of the indicators of a healthy business. Although business owners aspire to have healthy profit margins, it can be challenging to achieve them. This episode’s guest Rocky Lalvani serves as Chief Profitability Officer to small and midsize businesses. He presents philosophy and tactics that help small businesses improve their profitability. This episode includes: The Origin and Philosophy of the Profit First System How to Implement Profit First Building an Appropriate Cash Reserve Don't Spend $1 to Save 30 Cents of Taxes Ways to Improve Profitability Is Banking a Hassle with Profit First? Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

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#13 - Building a THRIVE Business, 90 Days at a Time 35:55

för 1 year sedan35:55

35:55

Part of running a healthy business is being able to set and manage to achieve operational goals. This episode’s guest Bill Simmons has been in the fractional COO business for almost 20 years, helping clients run their business 90 days at a time toward achieving strategic objectives. This episode includes: Bill's special sauce helping businesses manage their business 90 days at a time The benefit of fractional management expertise What it means to be a THRIVE business How to structure a fractional COO engagement for success If your vision is larger than yourself, you need to hire more than yourself Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

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#12 - Steps 5 & 6 of The Financial Operating System: Managing Your Business 38:11

för 1 year sedan38:11

38:11

After developing a great set of financial goals and operating metrics, the next part of running a healthy business is having strong systems and processes in place to manage the business toward achieving those targets. This episode introduces Step 5 of The Financial Operating System: Manage the Business, and Step 6: Learn, Iterate, and Improve. If you want to learn some ways to help your business follow through and achieve the targets you set, then this edpisode is for you. This episode includes: Frameworks to monitor and manage progress toward goals Essentials of an annual forecast Tactics to achieve metrics that require improving financial performance Avoiding pitfalls of delegation vs abdication Financial management as a looping cycle of learning, iteration and improvement Questions to use to re-assess your accounting and finance function Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#11 - Step 4 of The Financial Operating System: Upgrade Accounting Operations 56:13

för 1 year sedan56:13

56:13

When business owners initially try to start using financial performance metrics to better manage their businesses, they often struggle to get accurate, timely, and consistent metrics reporting. Usually, this is because of inadequate accounting operations. In this episode we discuss the 3 pillars of accounting operations and the Finance Stack and typical areas in which each may need to be upgraded: People, Process, and Technology. We define the roles and responsibilities in the accounting and finance function: Bookkeeper Accountant Controller Chief Financial Officer (CFO) Tax Preparer We clarify the differences between accountants, tax preparers, auditors, and CFOs as they relate to small businesses. We discuss how small businesses can determine and get the finance stack they need at a cost they can afford. Next we tackle two of the most important processes in the accounting function: The monthly close process Accrual accounting processes Finally, we review technologies that streamline and reduce error risk: General ledger software such as QuickBooks The importance of an organized, segmented Chart of Accounts including a rational account numbering scheme Accounts Payable (A/P) automation software Accounts Receivable (A/R) automation software Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#10 - Step 3 of The Financial Operating System: Define Metrics and Goals 43:09

för 1 year sedan43:09

43:09

This episode is packed with actionable insights on operationalizing financial performance goals and bridging the operations-finance chasm by crafting SMART goals and balancing leading and lagging indicators. We explore the power of Entrepreneurial Operating System (EOS), Objectives and Key Results (OKR), and Scaling Up frameworks. We dive into the importance of creating shared definitions and aligning teams within your company. We also unravel the mystery of the acceptable achievement rate for goals and the art of celebrating wins. We'll chat about the types of metrics that can be incorporated into scorecards and the science of assigning people metrics they can control. This episode is critical to being able to manage your business toward achieving your financial objectives. Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#9 - Step 2 of The Financial Operating System: Assess Your Current Finances 43:32

för 2 years sedan43:32

43:32

Click here to download the financial reports referenced and analyzed in the episode. Step 2 of The Financial Operating System is to Assess Your Current Finances. Imagine understanding your company's financial condition and performance and being able to interpret your financial statements. That's what we're demystifying today. Join me, your host Cal Wilder, as we navigate the world of basic financial statement analysis. We'll decode the language and story of balance sheets and reveal how they reflect your business's financial position. We'll look at your business's cost structure and P&L trends, giving you a clear picture of your financial performance. We'll tackle deciphering the cash flow statement. During this episode we'll also explore how to use financial ratios for insight. This step is foundational to being able to understand your current finances so that you can start using metrics and goals to align your operational management with your financial objectives. Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#8 - Step 1 of The Financial Operating System: Identify Your WHY 10:43

för 2 years sedan10:43

10:43

Ever felt like you're lost in the labyrinth of finances as a small business owner? So too have far too many other small business owners. It's time to navigate towards your goals! Listen in as I, drawing on two decades of experience, introduce a transformative tool - The Financial Operating System. This episode focuses on the first step of this system - Identify your WHY. Let's journey together to assess your objectives to ensure we get your business on the right path. By understanding your business goals, you can effectively assess your performance against them. Get ready to empower your business to become healthier with The Financial Operating System. Transform the way you've been managing your business finances. Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#7 - Navigating State and Local Taxes 54:59

för 2 years sedan54:59

54:59

Are you ready to conquer the labyrinth of state and local taxes in the United States? We'll arm you with the knowledge you need in our conversation with Greg Reed, the tax partner at SmartBooks Tax and Advisory. With each of the 50 states brandishing unique tax rules, business owners can be facing a sizeable obligation. Listen in as we dissect the multitude of taxes - from sales to income and the seemingly infinite list that follows. A simple venture into tax compliance can quickly turn into an uphill climb. Together with Greg, we unveil the challenges in registering and sustaining state registrations, the repercussions of non-compliance, and how to steer clear of these traps. We also delve into the implications of the Wayfair decision and its potential to hold businesses accountable for back taxes, penalties, and interest across multiple states. State and local taxes are a fundamental aspect of conducting business. Join us as we unpack the nitty-gritty of these taxes, including minimum taxes, use taxes, property taxes, and payroll taxes. We investigate the tactics employed by states and the impacts of upholding tax compliance in multiple jurisdictions. We'll hear Greg's insights on the best strategies for managing tax compliance, avoiding penalties, and maximizing potential credits and apportionment strategies. Don't miss this opportunity to safeguard your business from weighty compliance issues. Connect with Greg at: smartbookstax.com Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#6 - Insights from a BBQ Pitmaster 41:12

för 2 years sedan41:12

41:12

Promising to whet your appetite, we welcome two-time national champion pitmaster Bill Gillespie to share his insights about barbecue. From exploring the differences between grilling and barbecue, to various equipment options, to cuts of meat that are best for barbecue, Bill guides us through mastering the low and slow cooking process that defines barbecue. In the competitive pits of the American Royal Invitational Barbecue Contest, Bill emerged victorious. For those of you getting your hands dirty for the first time, we address potential challenges and common mistakes like over smoking or frequently opening and closing the smoker door. So grab a seat and tune in to this appetizing exploration into the world of barbecue. Trust us, you won't want to miss a minute of it! Bill's Seasoning and Sauces: www.SmokinHoggz.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#5 - Creating a Business Operations Playbook 42:35

för 2 years sedan42:35

42:35

Get ready to unlock the power of efficiency and consistency in your small business with the wisdom of our special guest, Chris Gwinn. This episode offers a deep dive into the world of business operations playbooks. We start off by unraveling the essence of these playbooks and how they can be instrumental in fostering scalability in your business. Chris shares some actionable tips on how to build a playbook starting from company information, policies, and then diving into specific processes and roles. Ever wondered how standard operating procedures, key performance indicators, and training programs can revolutionize your business operations? Well, prepare to find out as we dissect these elements and more. You'll hear Chris's personal story of supporting his father's business through the development of playbooks and dashboards. We also delve into the importance of process documentation in building standard operating procedures, and the value of visual elements and examples in making these processes more comprehensible. Finally, let's talk about culture. A playbook isn't just a document, it's a vital part of your company's culture. We'll guide you on how to integrate your playbook into your company's DNA and maintain it to ensure accuracy. Gaining buy-in from top to bottom, and effectively communicating the benefits of the playbook to all your employees is crucial. You'll learn how companies like Great Lakes Advisory can assist in this journey from inception to completion. Connect with Chris at: greatlakesadvisory.com linkedin.com/in/chris-gwinn-cfa-96383b26 Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#4 - Best Practices for Closing Your Books Each Month 53:23

för 2 years sedan53:23

53:23

Explore the process of closing your accounting books on a monthly basis, which is the prerequisite for being able to have the financial reporting you need to manage your business, with Lindsay Jarosch. Link to download a sample Monthly Closing Checklist Connect with Lindsay at: https://www.linkedin.com/in/lindsay-jarosch-43481412/ To schedule a free consultation visit www.smartbooks.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#3 - Top Tactics for Small Business Owners to Pay Less Tax 1:04:10

för 2 years sedan1:04:10

1:04:10

Explore approaches and tactics that small business owners can employ to pay less tax with Greg Reed. Connect with Greg at: smartbookstax.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#2 - What is a Fractional Chief Operating Officer? 37:17

för 2 years sedan37:17

37:17

Explore the concept of the Fractional Chief Operating Officer (COO) with Jeff Provost of Key Performance Integrators. Connect with Jeff at: https://www.kpintegrators.com https://www.linkedin.com/in/jeffreyprovost/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

Empowering Healthy Business: The Podcast for Small Business Owners

1
#1 - Preparing Your Business for a Successful Sale 44:46

för 2 years sedan44:46

44:46

Explore what needs to be done to prepare your business for a successful sale with Glenn Grant. Connect with Glenn at: glenn@selfassembled.com LinkedIn Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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Empowering Healthy Business: The Podcast for Small Business Owners « » #27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business

Kapitel

1. #27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business (00:00:00)

2. A DIY Approach Can Work Though is Usually Disjointed (00:02:27)

3. The Stage and Size When Companies Hire Outside Marketing Leadership (00:05:03)

4. Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics. (00:07:30)

5. Different Marketing Roles and Options (00:13:40)

6. Selecting the Right Fractional Marketing Leader (00:18:37)

7. Staffing Up a Marketing Department and Making Full-Time Hires (00:24:11)

8. Setting a Marketing Budget (00:29:15)

#27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business

Kapitel

1. #27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business (00:00:00)

2. A DIY Approach Can Work Though is Usually Disjointed (00:02:27)

3. The Stage and Size When Companies Hire Outside Marketing Leadership (00:05:03)

4. Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics. (00:07:30)

5. Different Marketing Roles and Options (00:13:40)

6. Selecting the Right Fractional Marketing Leader (00:18:37)

7. Staffing Up a Marketing Department and Making Full-Time Hires (00:24:11)

8. Setting a Marketing Budget (00:29:15)

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Empowering Healthy Business: The Podcast for Small Business Owners « »
#27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business