By the Books

How important is an abundance mindset to building a business? The answer may surprise you, but it’s an essential concept that not many business owners really embrace. In today’s episode of By the Books, Lindsay is joined by Ryan Roodenburg, Your Health Advisor, a Field Training Agent for USHealth Advisors. Ryan and Lindsay talk about networking, and why it’s so important for both of their business...

Would you step into a marriage before having discussions about important topics like values and money? It seems like a silly question, yet one that many business owners never consider before they enter into a business partnership. What many don’t realize is that entering into a business partnership is very similar to entering into a marriage, and many of these important discussions never happen un...

We all know that we can’t get out of paying taxes, but one of the benefits of being a business owner is the opportunity to lower the taxes you owe. However, how can you make sure that you’re taking advantage of all of the possible deductions without raising a red flag? In this episode of Beyond the Books, Lindsay is joined by Susan Bryant, Principal, Tax Strategist, Business Advisor, and Process A...

Even though you think there’s a really good possibility you want to keep your business forever, the reality is, there will be a point where you will need to exit. In this episode of Beyond the Books, Lindsay is joined by Benjamin Gerald, Principal at Audio Financial Group to talk about exit strategies, and what business owners should consider long before they ever get ready to sell. There are so m...

Many people think starting and building a business is easy. However, when you start to get into the thick of things, it quickly becomes apparent that it's not an easy road. And honestly, anything worth doing comes with struggles, so focusing your mindset on growth is one of the best ways to overcome the challenges as they arise. In the episode of By The Books, Lindsay is joined by Jeffrey Gonzales...

Whether you're leasing or purchasing, real estate is one of the largest line items for any business. However, many times business owners don't do their due diligence before purchasing or signing their lease. Rosanna 'RoRo' Hudson of NU Star Real Estate Strategies joins Lindsay on this episode to talk all things commercial real estate. She talks about some of the biggest mistakes business owners ma...

Many businesses fall under the assumption that since they're small, or because they don't deal with a whole lot of client data, they're immune to potential cyber-attacks. Hacking is a $3.5 Billion Dollar industry in the United States alone and over $6 Trillion worldwide. Their job is to find vulnerabilities and then hold your data hostage. It may be worth a few thousand or several million to them,...

In true IRS form, they are on a mission to try to collect more tax revenue. Part of that revenue comes in the form of the payments we, as a society, have grown to love because of the convenience. Those payments include things like Venmo, Cash App, Paypal, etc. The requirement for a 1099K to be sent is when payments of $600 are received. So what happens when you go on a vacation, and your friend pa...

Whether it's you being the face and voice of your business, or hiring a team to help, your business needs a content strategy. Content is one of the easiest ways to build a know, like, and trust relationship with potential clients, help your business get discovered, and help customers quickly determine whether or not they want to work with you. Even though every company should have a content strate...

Lindsay Kline is joined by friend of the show Jeffrey Gonzales to discuss what can be a most confusing topic - 1099s. They break down the different types of 1099s and how they could impact your business.     Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Jeffrey: jgonzales@payentry.com / 214-551-4650

Lindsay Kline is joined by the Payroll Guru, Jeffrey Gonzales, to share tips on how to make yourself a person that other people want to work with. And since Lindsay and Jeffrey are together again, craziness ensues!   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Jeffrey: jgonzales@payentry.com / 214-551-465...

You just got a letter in the mail from the IRS. You have two options - 1. freak out or 2. take the advice given in the episode. Lindsay Kline is joined by John DiLucci to let you know what you can do after the IRS comes after you.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact John: dilucci.com / call 844-...

This episode could be a lifesaver. Lindsay Kline is joined by Charles Read, who shares his best tips and tricks to avoiding IRS tax penalties.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Charles: cjr@getpayroll.com / 972-353-0000 / getpayroll.com   Get Charles's FREE book!

Do you know how to check your own books for potential problems? Lindsay Kline and Kris Gross walk you through, step-by-step, on how to audit your business to make sure you are avoiding all unnecessary risks!   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Kris: kris@friedonation.live / friedonation.live

Lindsay Kline and Kris Gross discuss the most valuable, yet most underestimated financial statement - the balance sheet. Lindsay and Kris let you know why the balance sheet MUST be a major focus for you and your business.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Kris: kris@friedonation.live / friedon...

Who better to join Lindsay Kline for this conversation than the Payroll Guru himself, Jeffrey Gonzales! Jeffrey is here to help those who plan on handling payroll themselves - or help you understand why you need a payroll company.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Jeffrey: jgonzales@payentry.c...

What makes good emotional intelligence?  What IS emotional intellingence? Today Jeffrey Gonzales of Payentry joins Lindsay Kline of Sakline to talk about the importance of knowing your own emotional intelligence and recognizing it in others. Payentry is a comprehensive, cloud-based program incorporates Payroll, HR, Compliance, and Cash Flow solutions into a comprehensive online payroll softwa...

If you own a small business and you accept credit card and/or ACH  payments, you probably know how complicated the world of merchant services can be.  Today's guest on By the Books with Lindsay Kline is Trey Rush.  Trey is with PayTechPlus .  PayTechPlus is an Independent Payment Technology Company. They partner directly with small business owners to provide solutions for takin...

Jeffrey Gonzales --The Human Capital Management Guru at Pay Entry--listens as Lindsay Kline tells her story of a day full of broken commitments. Together they discuss the importance of keeping your commitments to others.   When you fail to keep a commitment, you are basically telling your client that they don't matter much to you. Contact Lindsay:  info@sakline.com  / 214-785-8...

Sales are essential to any business.  At some point we are all in sales. In this episode:  Jason Liu--Master Electrician has worked on his approach to sales every day and shares some of the things he's learned. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com

There are plenty of resources out there to help you if you get in trouble with the IRS. But doesn't it sound better to never get to that point in the first place? John DiLucci joins Lindsay Kline to share his tips on how to stay out of trouble with the IRS.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Jo...

Lindsay Kline is joined by Jeffrey Gonzales, aka the Payroll Guru, to break down the WOTC (Work Opportunity Tax Credit) - and what it means for your business.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Jeffrey: jgonzales@payentry.com / 214-551-4650

Accounting is hard to understand, especially when dealing with debits and credits. Well no worries here! Lindsay Kline busts out the M&Ms to teach accounting in the most creative (and delcious!) way.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Kris: kris@friedonation.live / friedonation.live

A bill signed last month has made big changes to the ERTC (Employee Retention Tax Credit). Lindsay Kline and Jeffrey Gonzales dive into what all business owners need to know about these changes.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Jeffrey: jgonzales@payentry.com / 214-551-4650

Attention business owners! What happens to your business if something happens to YOU? Lindsay Kline is joined by Jason Bardin to help unpack what all business owners need to know about life insurance.   Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas),  210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com   Contact Jason: jasonmbardin@gmail.com