By the Books

CPA's are usually known for their ability with numbers, not their communication skills. So how can you set yourself apart from the crowd and master some basic skills in communication that will help you stand out? In this episode of By the Books, Jeffrey and Lindsay talk about their secrets to being able to communicate and why it has been such a huge selling point for them. They discuss why it's cr...

See a need. Fill a need. It's the ultimate rule to building a business, and it's also a great rule for continuing to expand an already successful business. In this episode of By the Books, Jeffrey and Lindsay are back to discuss lots of new changes at Sakline Bookkeeping and why they're so excited. They also talk about the new offers they have put together that will help CPAs offer bookkeeping as...

Not all CPAs are created equal, and it's essential to know when you're choosing the right one for your company. So, how do you know what's right for you? On this episode of By the Books, Linday welcomes Tosin Omotayo, Founder of Omotayo CPA, to talk about why CPAs are different and why businesses need to understand what exactly they need before hiring anyone with a CPA label. They also talk about...

C-Corp, S-Corp, LLC, what should your business be classified as, and what are the potential liability issues by not being within the right classification? In this episode of By the Books, Jeffrey and Lindsay welcome Steve Nay of Daybreak Tax to talk about the world of business entities and taxation and tackle the complexities and challenges faced by small business owners. They discuss why your com...

Credit card processing fees can add up quickly for businesses, and often, the solution is passing those fees on to the customers. However, credit card companies like VISA are putting a foot down on what merchants can and can't charge their customers. Trey Rush, Small Business Advocate and Independent Agent and Owner of PayTech Plus, joins Lindsay and Jeffrey in the studio to discuss these new chan...

Is it time to finally migrate from QuickBooks Desktop to an online version? Many business owners know they need to make the switch but are avoiding the inevitable because it feels like an overwhelming process. However, thanks to experts like Brad White of Varc Solutions, you can easily navigate the different challenges that may come up with the data conversion and migration. In this episode, Brad...

As you evolve in your business, it’s common to find that your clientele will evolve right with you. In this episode of By The Books, Lindsay and Jeffrey discuss why setting minimums and parameters around the clientele you accept is so important. They also talk about payroll and why this isn’t something a business should try to do by themselves, especially when dealing with remote employees. Keepin...

Do you network with the sole purpose of getting leads? When it comes to networking, yes, there's definitely a purpose behind it of building your business. However, there are those who network with the thought of actually building relationships that then move into leads. Then there are those who strictly network for the sole purpose of getting a transaction. Jeffrey and Lindsay discuss the differen...

When it comes to hiring professional teams for your business, how do you know which ones are the best fit? In this episode of By the Books, Lindsay welcomes her new co-host and long-time friend, Jeffrey Gonzales to the podcast, and they discuss everything you need to know about hiring the right people for your business. When it comes to industries like bookkeeping and CPA's, you can get so many di...

Getting a letter from the IRS can be a business owner’s worst nightmare. And as much as you would love the situation just to go away, the absolute worst thing you can do is to tuck it away in a drawer and hope they will go away. In today's episode of By the Books, Lindsay welcomes Tax Attorney Keith Cothroll. Keith is the guy you hope you never have to call, but someone you want on your side if yo...

Business owners often hear they should switch from a Schedule C (or Partnership) to an S-Corp, but when is the perfect time to do so? In this episode of By the Books, Lindsay Kline is joined by Robert McBride of RAM CPA, PLLC to discuss the concept of switching from being taxed as a sole proprietorship to an S-corp for small business owners. Rob explains how his experience in the Army made him rea...

It's the dream of many to be able to buy a business and live the American Dream. Or one growth strategy for many business owners is to grow through acquisitions. However, as great as buying another business may seem, there's a lot of due diligence that must happen in order to ensure you're stepping into the right deal. In this episode of By the Books, Lindsay is joined, once again by Alex Vantarak...

If you're thinking about selling your business, do you know what makes it attractive to buyers? Even though you may not be thinking about selling your business, getting it seller ready should be a goal you're working towards. In this episode of By the Books, Lindsay is joined by Alex Vantarakis, founder of The Vant Group. The Vant Group is a premier boutique investment bank for entrepreneurs. that...

Do you love handling all of the finances in your business, including filing taxes? If you’re like most business owners, the answer is no. However, who do you hire to help handle all of the numbers? There are many options out there, but do you know the difference between a bookkeeper, accountant, CPA, and an enrolled agent? The definitions can get murky on who handles what, but in this episode of B...

In the age of the great resignation and quiet quitting, it’s important for businesses to find ways to engage employees and make them feel that they’re more part of a company than just an employee. In this episode of By the Books, Lindsay is joined by Chris McKee, President at Venturity Financial Planners to discuss how implementing an Open Book Management System has changed his business and why ot...

Are you leaving money on the table by not paying attention to what you've overpaid in excise taxes? As a business owner do you even know what an excise tax is, and how it affects you? If the answer is no, you're not alone. In fact, many business owners pay this tax and never realize there are exceptions to what should be paid to the IRS. Therefore, they end up leaving a lot of money on the table....

The role of a salesperson goes far beyond an initial conversation and the actual sale of a product or service. Sales can continue far past the sale, and it can be a mix within customer service. In today's episode of Beyond the Books, Lindsay is joined by her friend Jeffrey Gonzalez to talk about sales, and what can make or break a great sales experience. She gives an example of what not to do, and...

Do you keep your business and personal funds in the same account? If the answer is yes, you're making a move that may cause you many potential headaches in the future. In this episode of By the Books, Lindsay is joined by Ryan Roodenberg again to talk about the dangers of mixing your personal and business funds. Not only does this become an issue should you be audited by the IRS, but it also can e...

As a business owner have you found that all money is not good money? It’s a lesson that many entrepreneurs need to learn the hard way, which is there's no money in the world that makes working with. bad client worth it. At first, the money may seem worth it, but you quickly find that its just not the case. So how do you determine who your best clients are, and how can you use that information in t...

If you’ve thought about solar panels for your home, you may have been in shock over the price. Yes, you can save money on your energy bill, but usually, the costs far outweigh the savings. What if there was a way where you could get the IRS to pay for your solar panels? Although it may seem too good to be true, it’s actually legit, legal, and easy for anyone to take advantage of. Andy Christensen...

If you're not naturally prone to have grit, is it a trait you can cultivate? To dive even deeper, what is grit, is it a personality trait, is it learned, is it genetics. There are so many questions about this simple word, but it's something that Lindsay and Jeffrey tackle in this episode of By The Books. The discussion revolves around Grit, and how much easier it can be to have it when it's a shor...

After his first marriage didn’t up the way he had hoped, Ken Wimberley made it his mission to continue to follow his passions as an entrepreneur, but also maintain a balance with his family. He didn’t want to look up one day, and although be making billions, not have a family that the was connected to. In this episode of By the Books, Ken joins Lindsay to talk about the elusive work/life balance,...

Do you treat your customers how they want to be treated, or do you simply treat them like a dollar sign? In today’s episode of By the Books, Lindsay is joined again by Ryan Roodenburg, Your Health Advisor, a Field Training Agent for USHealth Advisors. They discuss sales, and Lindsay shares her very sub-par experience with buying a new car. Yes, we’ve all come to dread the car buying experience, bu...

Running and building a business team can be extremely frustrating and many times owners and managers put the blame on others when the finger can easily be pointed back at them. Zach Pritchard of All Around Coaching joins Lindsay on this episode of By the Books Podcast to discuss his journey and how he decided to help frustrated owners and managers develop their teams and create an incredible cultu...

If there's one thing most business owners can agree on right now, it's the difficulty of finding great employees. With the unemployment rate at all-time lows, and more and more people leaving jobs to follow their passions, businesses are finding it hard to keep the right talent. So as a business owner, how can you make sure you're not only hiring the right people but ensuring they stay? In this ep...