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Alisa McCabe

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Business Builder\'s Playbook
Business Builder's PlaybookAlisa McCabe - How to Get Financial Clarity Without Losing Your Mind (Or Your Business)Most entrepreneurs treat their financials like a horror movie...They close their eyes and hope the scary parts go away.Spoiler alert: They don't.In this episode, David Bush sits down with Alisa McCabe—founder of First Steps Financial and a fractional controller who's saved more businesses than she can count—to break down how to simplify, systemize, and scale your finances WITHOUT needing a PhD in accounting.You'll learn:• Why looking at your bank a...
2025-12-1559 minSelling the Dream
Selling the DreamSelling the Dream Present: Ed and Ken's Mini Podcast - The Power of UntetheringIn this episode, Ken and Ed delve into the concept of identity, particularly in the context of real estate professionals. They discuss the importance of untethering from familiar but limiting beliefs and behaviors to create a new, empowering identity. The conversation emphasizes the role of a supportive tribe and the necessity of coaching in personal growth and transformation. They also highlight the courage required to embrace authenticity, even at the risk of being unliked, and the ongoing need for reinvention in one's professional life. Takeaways - Creating a new identity requires letting go of the past.
2025-03-2018 minSelling the Dream
Selling the DreamBuilding Success on Your Terms with Danielle Py-SalasIn this episode of Selling the Dream, hosts Ken Jordan and Joe Iredell welcome Danielle Py-Salas, a multifaceted professional who transitioned from a successful legal career to real estate. Danielle shares her journey, the challenges she faced, and the importance of coaching and accountability in business. The conversation delves into the dynamics of building a real estate team, the significance of setting goals, and the impact of surrounding oneself with positive influences. The episode also features a fun segment of 'Two Truths and a Lie' with Danielle, adding a personal touch to the discussion. In this engaging conversation, Danielle...
2025-03-2048 minSelling the Dream
Selling the DreamThe Drive Behind Success: Doubters and Determination with Pete McGuinnIn this episode of Selling the Dream, hosts Ken Jordan and Joe Ironel sit down with Pete McGuinn to discuss themes of sales, entrepreneurship, and personal growth. They explore the concept of having a 'chip on your shoulder' as a motivator, the impact of doubters, and the importance of grit in overcoming challenges. The conversation also touches on their first jobs and how early experiences shaped their work ethic and determination. Throughout the episode, they emphasize the significance of perseverance and the willingness to adapt in the face of adversity. In this engaging conversation, Pete McGuinn shares his experiences...
2025-03-1450 minSelling the Dream
Selling the DreamOptimizing Health for High Performers with Dr. David YerkesIn this episode of Selling the Dream, hosts Ken Jordan and Joe Iredell celebrate the Philadelphia Eagles' Super Bowl victory and introduce Dr. David Yerkes, an expert in health optimization. The conversation explores the differences between health optimization and traditional healthcare, emphasizing the importance of preventive medicine and lifestyle changes. Dr. Yerkes shares his journey into health optimization, particularly for high performers, and discusses the significance of personalized health strategies for longevity and well-being. In this conversation, David Yerkes shares essential health advice focusing on four main pillars: sleep, exercise, nutrition, and mental health. He emphasizes the importance of...
2025-03-1256 minSelling the Dream
Selling the DreamSelling the Dream Present: Ed and Ken's Mini Podcast - Unpopular Real Estate Opinions!In this episode, Ken and Ed dive into the realm of unpopular opinions, particularly in the context of real estate. They discuss the ethics of taking overpriced listings, the impact of market dynamics, and the role of ego in real estate transactions. Ed shares personal anecdotes to illustrate his points, emphasizing the importance of collaboration and adaptability in the industry. The conversation also touches on breaking old habits and thought patterns to foster growth and success in real estate. Takeaways It's okay to have unpopular opinions in real estate. Taking overpriced listings can lead to unexpected...
2025-03-1124 minSelling the Dream
Selling the DreamSelling the Dream Present: Ed and Ken's Mini Podcast - The Essence of Leadership: Nurturing vs. ManagingIn this engaging conversation, Ken Jordan and Ed Fordyce delve into the nuances of leadership, particularly in the context of real estate and personal development. They explore the differences between stale management and effective leadership, emphasizing the importance of accountability, responsibility, and compassion. The discussion highlights how leaders can inspire their teams, the significance of intent, and the balance between leadership and management. The episode concludes with book recommendations that further explore these themes. Takeaways Leadership is about nurturing and enhancing, not just managing. Stale leadership often results from a shift to management mode. Accountability should...
2025-03-0423 minThe You World Order Showcase Podcast
The You World Order Showcase PodcastMastering QuickBooks Online for Coaches: Streamline, Simplify, and Profit with Alisa McCabeIn this episode, Alisa McCabe shares her expertise on leveraging QuickBooks Online (QBO) and supporting apps to streamline financial processes for coaches. Discover how Alisa helps coaches save time, increase profits, and enjoy more quality moments with friends and family—all without hiring additional staff. Plus, learn about her free 7-day trial for the Skool membership that could transform how you manage your business. Tune in for practical tips and strategies to simplify your finances and reclaim your time!free 7 day trial to our Skool membership: skool.com/the-smart-boss-1071/aboutWant premium clients from your co...
2025-03-0336 minSelling the Dream
Selling the DreamSelling the Dream Present: Ed and Ken's Mini Podcast - Grit and Standards: Keys to SuccessIn this episode, Ken and Ed delve into the concept of grit, emphasizing its importance in personal and professional growth. They discuss how grit is not just about toughness but also involves humility, perseverance, and the ability to learn from pain and adversity. The conversation highlights the significance of having a supportive community and the mindset required to overcome challenges. Real-life examples illustrate the essence of grit, and the hosts encourage listeners to take actionable steps to develop their own grit. Takeaways Grit is defined as living life like it's a marathon, not a sprint. It...
2025-02-1820 minSelling the Dream
Selling the DreamSelling the Dream Present: Ed and Ken's Mini Podcast - Cherishing Time and RelationshipsIn this heartfelt conversation, Ed and Ken reflect on the recent Super Bowl, the importance of time and relationships, and pay tribute to their late friend Mason. They share valuable lessons learned from Mason about work ethic, leadership, and the power of humor. The discussion emphasizes the impact one can have on others through genuine connections and the importance of spreading laughter and positivity in everyday life. Takeaways Time is precious; prioritize relationships. Mason's work ethic was unmatched. Leadership is about serving others. Humor can lighten the toughest days. ...
2025-02-1321 minSelling the Dream
Selling the DreamEp. 27 Talking with Carlos SarmientoIn this episode of Selling the Dream, hosts Ken Jordan and Joe Iredell welcome Carlos Sarmiento, who shares his journey from direct sales at Cutco to a successful career in real estate. The conversation explores the importance of prospecting, building client relationships, and the skills necessary for success in sales. Carlos emphasizes the significance of enthusiasm, listening, and consistency in sales, while also discussing his prospecting strategies and the challenges of entrepreneurship. In this conversation, the speakers delve into the nuances of sales, particularly in the real estate sector. They emphasize the importance of building authentic connections with clients...
2024-12-0442 minSelling the Dream
Selling the DreamEp. 26 Talking with Stacee Nichols PaleyIn this episode of "Selling the Dream," the Guys sit down with the Founder of The Solutions Therapy Group: Stacee Nichols Paley Connect with Chris: Website: https://thesolutiontherapygroup.com/ LinkedIn: https://www.linkedin.com/in/stacee-nichols-757a5139/ Connect with Joe and Ken!  Joe Iredell's LinkedIn - https://www.linkedin.com/in/joseph-w-iredell-6380915/ Ken Jordan’s LinkedIn - https://www.linkedin.com/in/william-ken-jordan-6a50885/  
2024-09-2552 minSelling the Dream
Selling the DreamEp. 25 Talking with Chris SomersIn this episode of "Selling the Dream," the Guys sit down with Owner and CEO of The Somers Team at Keller Williams in Philadelphia: Chris Somers. Connect with Chris: Website: https://www.withheartcoaching.com/ LinkedIn: https://www.linkedin.com/in/thesomersteam/ Instagram: https://www.instagram.com/thesomersteam/ Connect with Joe and Ken!  Joe Iredell's LinkedIn - https://www.linkedin.com/in/joseph-w-iredell-6380915/ Ken Jordan’s LinkedIn - https://www.linkedin.com/in/william-ken-jordan-6a50885/  
2024-07-3040 minSelling the Dream
Selling the DreamEp. 24 Talking with Skye MichielsIn this episode of "Selling the Dream," the Guys sit down with Business Coach, Motivational Speaker, and the owner of With Heart Coaching:  Skye Michiels. Connect with SKy: Website: https://www.withheartcoaching.com/ Instagram: https://www.instagram.com/skyemichiels/ Connect with Joe and Ken!  Joe Iredell's LinkedIn - https://www.linkedin.com/in/joseph-w-iredell-6380915/ Ken Jordan’s LinkedIn - https://www.linkedin.com/in/william-ken-jordan-6a50885/  
2024-07-0251 minFinancial Snickens
Financial SnickensIncreasing Profits with the 80/20 RuleThe Pareto Principle, commonly known as the 80/20 rule, basically implies 80% of results come from 20% of causes. When applied to business, this principle analyzes client and sales data to understand where business owners should invest their time, money, and energy.  In this episode, I delve into the 80/20 rule and how it allows business owners to better define which clients, services, and employees provide the best return on investment.     In this episode, you’ll also hear:  Identifying high profit customers and services  Analyzing employee and task productivity   Knowing where your sales come from     Must-listen mo...
2024-03-2109 minFinancial Snickens
Financial SnickensAre Your Prices Making a Profit? Pricing StrategiesFor any business to be profitable, services must be priced appropriately. Business owners need to regularly set profit margin goals and adjust pricing accordingly.     In this episode, I break down cost-based and value-based pricing, and tips for competitive prices that keep clients happy and revenue goals on target.  In this episode, you’ll also hear:  Covering costs and profit margin  Advantages of value-based pricing   When to change your pricing strategy     Must-listen moments:   [00:00:38] We think if we do more sales, we'll be profitable. But if you haven't priced your services correctly, no am...
2024-03-1408 minFinancial Snickens
Financial SnickensStrategic Cost Cutting MeasuresJust like we visit the doctor and dentist for regular check-ups, business owners must routinely review expenses and decide when cuts are necessary. Monitoring the financial health of your business is key to its long-term success.   In this episode, I outline effective ways to decrease expenses, increase efficiency, and preserve customer satisfaction without compromising the value of your goods and services.   In this episode, you’ll also hear:  Eliminating unnecessary expenses and streamlining productivity    Suggestions for taking your company lean    Cutting costs while maintaining quality     Must-listen moments:   [00:01:35] You need to identify areas...
2024-03-0707 minFinancial Snickens
Financial SnickensTop 5 Financial Reports for EntrepreneursThe success of any business can be linked directly to organized financial reporting. Knowing exactly what profits are coming in, what expenses are going out, where business is coming from, and how to maximize finances is the best way to keep a business growing and ready for the long haul.   In this episode, I cover the benefits of regularly reviewing these 5 financial reports: accounts receivable, profit and loss by income, profit and loss by your top 10 clients, budget versus actuals, and a comparison balance sheet.    In this episode, you’ll also hear:  Monitoring and managing...
2024-02-2909 minFinancial Snickens
Financial SnickensImproving Financial Health with Financial Metrics & KPIsThe only way a business survives is with profitability, and to maintain profitability business owners must routinely examine finances with specific indicators to ensure they are on the path to success.        In this episode, I review which financial metrics keep businesses on track, how clear key performance indicators support long-term growth, and why it’s crucial for business owners to consistently monitor finances.   In this episode, you’ll also hear:  Fundamental financial metrics   Measuring key performance indicators (KPIs)   Proactive approach to reviewing financial statements     Mentioned in this Episode:  Tally Street - https://tally...
2024-02-2210 minFinancial Snickens
Financial SnickensLeveling Up Your Financial LiteracyUnderstanding the financial health of your business is vital to its long-term success and sustainability.    In this episode, I define what financial literacy is, different ways to invest in your financial literacy, and why financial literacy is a superpower for you and your team.  In this episode, you’ll also hear:  Benefits of financial literacy   Resources to increase financial literacy   Financial reporting and training for employees     Must-listen moments:   [00:00:50] Financial literacy is a superpower. It can empower you to make informed decisions, navigate challenges, and drive success in your business.  [00:07:27...
2024-02-1512 minFinancial Snickens
Financial SnickensSmart Debt ManagementSome believe you must spend money to make money, but that doesn’t give business owners free reign to rack up debt for business expenses and still expect to turn a profit.   In this episode, I explore the pros and cons of incurring debt and why a strategic approach to debt management aligned with your business goals is key to sustainability.   In this episode, you’ll also hear:  Identifying good debt vs. bad debt   Managing debt with intention   Creating a realistic repayment plan    Must-listen moments:   [00:01:18] But the difference between a good debt and a...
2024-02-0808 minFinancial Snickens
Financial SnickensFinancial Forecasting for Small Business OwnersJust as forecasts for daily weather help us prepare for ever-changing temperatures, financial forecasts allow small business owners to make informed decisions in an ever-changing market.   In this episode, I emphasize how financial forecasting helps predict where your money is going while keeping your company moving in the right direction.   In this episode, you’ll also hear:  Anticipating income and expenses   Determining resource allocation and ROI   Tools for forecasting and reviewing financials     Must-listen moments:   [00:02:32] There might be something more that you need to have, and this way you can strategically al...
2024-02-0108 minFinancial Snickens
Financial SnickensCashflow 101 for Small Business OwnersIn order to maintain a profitable business, small business owners must properly manage their cash with organized systems that provide an accurate outlook on potential gains and losses.  In this episode, I focus on best practices for invoicing, payment term negotiations, and cash flow forecasting to ensure your business is sustainable and thriving with positive cash flow.    In this episode, you’ll also hear:  Benefits of timely invoicing and automatic payments   Understanding profit and loss for your business   Essential cash flow projections and cash reserve plan       Must-listen moments:   [00:01:30] What happens when you d...
2024-01-2508 minFinancial Snickens
Financial SnickensEffective Budgeting for Business GrowthThe beginning of a new year is the perfect time to get clear on your goals for your business and create a budget that supports the growth you plan to achieve.   This is the first episode of our Financial Reporting mini-series. I hone in on the value of a strategic process aligned with your goals when crafting your business budget.  In this episode, you’ll also hear:  Strategic objectives and informed decision-making  Outlining expenses and designating funds for vital resources   Advice for reviewing your budget regularly    Must-listen moments:   [00:02:47] By having this d...
2024-01-1810 minFinancial Snickens
Financial Snickens7 Questions to Ask Before Starting a BusinessAlthough starting your own business sounds like a surefire way to make money, earning a profit rarely happens overnight. Entrepreneurship requires ceaseless amounts of perseverance, determination, and motivation to keep going.   In this episode, I delve into seven crucial questions to consider before launching your business.   In this episode, you’ll also hear:  Finding motivation as an entrepreneur  Determining partner needs, potential clients, and sweat equity  Why owning a business is not for the faint of heart    Must-listen moments:   [00:01:39] If you have people who depend on you for your salary, you m...
2024-01-1107 minFinancial Snickens
Financial Snickens13 Leadership RulesBeing an effective leader means knowing how to motivate a team, but also requires self-reflection and understanding when to make adjustments to create more cohesion.   In this episode, I cover how Colonel Glover Johns’ 13 leadership principles translate to running a successful small business.     In this episode, you’ll also hear:  Value of leadership skills for small business owners    Focusing on improvement, resiliency, camaraderie    Power of enthusiasm, empathy, and effective communication  Must-listen moments:   [00:00:24] It's so important as a small business owner to realize that you are not just running a business; you are a leader. And yo...
2024-01-0418 minFinancial Snickens
Financial SnickensThe Role of Leaders & ManagersBuilding a team centered on trust, collaboration, and growth is vital to the success of any business. Both leaders and managers carry equally important responsibilities of ensuring all employees understand the end goal and how to achieve it together.  In this episode, I explain how leaders and managers can use Stephen Covey’s 7 Habits of Highly Effective People to create a stronger culture of growth and success.   In this episode, you’ll also hear:  Defining leaders vs. managers   Carrying out the leader’s vision  How the 7 Habits impact workplace culture     Must-listen moments:   [00:00:53] Manage...
2023-12-2810 minFinancial Snickens
Financial SnickensBusiness Forms 101It’s easy to get overwhelmed with all the different forms necessary to run a business. However, knowing which forms you need for specific types of employees is essential to keep all your accounts and tax information organized and updated.   In this episode, I walk through the most common forms required to keep your business on track.   In this episode, you’ll also hear:  Understanding employee tax forms   Business partnerships, contractors, non-employee compensation  When to use 1099 Miscellaneous forms    Must-listen moments:   [00:01:27] The W4 is the form that employees fill out, and a W2 is what you ge...
2023-12-2108 minFinancial Snickens
Financial SnickensReality of Cybercrime RiskBusinesses are at higher risk of falling victim to cybercrime than ever before. It is crucial to not only train your employees how to spot suspicious emails and avoid clicking spam links, but to know the tools available to develop solid cyber security practices and minimize the risk of attack.   In this episode, I break down why the best line of defense against cybercrimes is proper training for your employees.   In this episode, you’ll also hear:  Caution against social engineering    Benefits of password software   Antivirus and malware protection   Must-listen moments:   [00:00:39] If you store any...
2023-12-1408 minFinancial Snickens
Financial SnickensRewarding Awesome EmployeesCompanies can’t reach their goals without hardworking employees. Business owners must recognize and reward employees for their fantastic work and dedication.    In this episode, I share different ways to invest in your employees so they know they are valued and appreciated.   In this episode, you’ll also hear:  Options for profit-sharing, raises, and paid time off   Suggestions for promotions, gifts, and bonus programs   Importance of company culture and employee input for rewards      Must-listen moments:   [00:02:04] [Profit sharing] can be done quarterly, it can be done annually, or it can be done as a part of...
2023-12-0708 minFinancial Snickens
Financial SnickensHigh-Yield Business Savings Accounts Options and BenefitsInstead of letting your money languish in your checking account, consider opening a High-Yield Savings Account (HYSA) since interest rates are higher than in years past.   In this episode, I expand upon the many advantages of High-Yield Savings Accounts and why this low-risk investment option is worth pursuing.     In this episode, you’ll also hear:  Flexibility of high-yield savings account  Benefits of HYSA for business owners   Minimal maintenance and fees of HYSA      Must-listen moments:   [00:00:35] When you go and start searching for these high-yield savings accounts, make sure that they're a member o...
2023-11-3005 minFinancial Snickens
Financial SnickensSmall Business Owner Vacation - How My Business Ran Without MeTaking time off work is crucial to creating a work/life balance. However, some business owners need help unplugging and letting the team take the reins.   In this episode, I recap what worked and what didn’t while I was out of the office in Japan for two weeks and what lessons our team learned from my absence.     In this episode, you’ll also hear:  Celebrating the team’s performance while leadership is gone   Updating your organizational chart for accountability    Empowering your team to handle your absence      Must-listen moments:   [00:00:40] I took a lo...
2023-11-2305 minFinancial Snickens
Financial SnickensClient Appreciation Gift IdeasWhether you’re celebrating a recent achievement or sending holiday wishes, meaningful gestures can help strengthen your relationship with clients. Gifts don’t need to break the bank, but they should be thoughtful and something that will leave a lasting impression.     In this episode, I outline various types of gifts your clients will love and that will make them want to work with you for years to come.    In this episode, you’ll also hear:  Tips for welcome packages and milestone gifts   Customer appreciation and seasonal gifts    Tailoring gifts to client interests and wellbeing    Must-listen moments...
2023-11-1605 minFinancial Snickens
Financial SnickensWhen Essential Team Members LeaveIf a top performing employee left your business, would it send your team into a frenzy or into a united front? At some point every business owner experiences losing a key team member, but it doesn’t have to create panic.   In this episode, I explore the impact of employee departures, why it’s crucial to foster a strong team and culture, and how empowered teams step up when it matters most.  In this episode, you’ll also hear:  Turning crisis into opportunity  Organic evolution of leaders    Power of united teams   Must-listen moments:   [00:00:22] W...
2023-11-0905 minFinancial Snickens
Financial SnickensHow a Podcast Benefits Your BusinessEver consider hosting a podcast? Podcasts continue to gain popularity and bring in new listeners daily, which can translate to new customers for savvy business owners.  In this episode, I dive into the many reasons small business owners should start a podcast, how podcasts attract an audience you might not otherwise reach, and how podcasts are content gold mines.      In this episode, you’ll also hear:  Benefits of podcasts for small businesses  Increasing brand awareness and customer loyalty  Ideas for repurposing podcast content     Must-listen moments:   [00:01:23] It provides a platform that you can sha...
2023-11-0206 minFinancial Snickens
Financial SnickensDemystifying Scary Accounting Terms Spooky times are best for Halloween, not your financial journey! Learning to navigate different accounting terms can help fortify your financial future and avoid frightful surprises along the way.  In this episode, I demystify common financial jargon so you can know how to make the numbers work for you!       In this episode, you’ll also hear:  Understanding EBITDA   Calculating take home and cost of assets over time   The power to turn assets into cash    Must-listen moments:   [00:01:28] EBITDA stands for Earnings Before Interest, Taxes, and Amortization. This is the way to figure out how...
2023-10-2604 minFinancial Snickens
Financial SnickensTax Plan Early to Save More MoneyDon’t wait until April to prepare your taxes! If you do, chances are you’re not getting all the tax breaks you deserve or saving as much money as if you planned in advance.  In this episode, I outline why it’s beneficial to plan for tax season months before Tax Day and different approaches to tax planning for your business.      In this episode, you’ll also hear: How tax planning can reduce your tax bill    Tips for CPA meetings, deadlines, and clean books  Handling taxes yourself vs. hiring a professional   Must-listen momen...
2023-10-1905 minFinancial Snickens
Financial SnickensClean Up Your QuickBooks File Now Having your financial records in order is crucial to keeping your business on track for success.  In this episode, I focus on tips for cleaning up your QuickBooks Online and ensuring your account is free of errors and duplicate transactions.     In this episode, you’ll also hear: Cleaning up your QuickBooks Online  Deleting vs. Voiding records  Benefits of reconciling your account   Must-listen moments:  [00:00:22] QuickBooks Online can be a lifesaver to small business owners, but only if it's in good shape. [00:03:11] If you’re seeing any of these issues, take action. Waitin...
2023-10-1205 minFinancial Snickens
Financial SnickensBusiness Owners’ Steps to a Successful Vacation Taking a vacation can create unnecessary stress if you don’t prepare your team to properly plan for your absence.  In this episode, I offer helpful ways to ensure your business runs smoothly when you are out of the office.  In this episode, you’ll also hear: Empowering your team to handle your absence  Planning for the worst-case scenario Allowing yourself to enjoy your time off Must-listen moments:  [00:01:52] And then part of the planning process is to go through the tasks that you are responsible for and then create a process around t...
2023-10-0506 minFinancial Snickens
Financial SnickensWhat Got You Here Won’t Get You There—Leadership Odyssey As a leader, are you doing what’s always worked for you or are you asking for feedback and embracing change? Recognizing the need to improve your leadership style is a skill in itself.  In this episode, I highlight three transformative stages called “departure, voyage, and return” from a recent Harvard Business Review article focused on taking your leadership journey to the next level.  In this episode, you’ll also hear: Moving away from your old ways of thinking  Taking steps to change your behavior Creating a new version of yourself   Must-listen...
2023-09-2809 minFinancial Snickens
Financial SnickensMy First Business in 4th Grade Some kids start lemonade stands while others sell chocolate bars for different school fundraisers, and these experiences might just launch the next big business owner.    In this episode, I recall my own entrepreneurial journey and how permission to think outside the box planted a seed that’s still influencing my professional career.  In this episode, you’ll also hear: Making money by helping others  Giving space for creativity  Encouraging an entrepreneurial spirit   Must-listen moments:  [00:02:00] What it got me inspired about, was it was a thrill to own my own business and...
2023-09-2105 minFinancial Snickens
Financial SnickensJoy of Working Finding joy in your work is a lot easier when you have leaders that create a positive and supportive culture.  In this episode, I dial in on what keeps employees happy and ready to come to work, and game-changing advice to incorporate the “4 G’s” into your work life.  In this episode, you’ll also hear: The real reason people leave jobs  The value of praising employees  Power of the 4 G’s: Gratitude, Generosity, Growth, Grit Must-listen moments:  [00:00:59] Company culture is one of the strongest forces for happy employees. And it's the number one...
2023-09-1406 minFinancial Snickens
Financial SnickensIncrease Your Net Worth and NetworkNetworking can be intimidating but events held by your local Chamber of Commerce can make connecting with other professionals easier.  In this episode, I shed light on my experience with my Chamber of Commerce and why you should consider joining yours to better serve your community while growing your business.   In this episode, you’ll also hear: How serving your community helps your business  Benefits of joining your Chamber of Commerce  Finding a Commerce that aligns with your business    Must-listen moments:  [00:01:39] You are not there at these events to talk about...
2023-09-0706 minFinancial Snickens
Financial SnickensFavorite Apps Right Now 2023Time is money so it’s always important to enhance efficiency when you’re trying to run a business.  In this episode, I share our current favorite online tools that can help streamline your business operations and save you time and money.    In this episode, you’ll also hear: Details about ScribeHow’s screen capturing features  Seamless receipt management and more with Corpay One The professional advantages of ChatGPT Must-listen moments:  [00:01:43] The result is that it takes pictures of each screen and it transcribes the actions that you took, and it highlights whe...
2023-08-3108 minFinancial Snickens
Financial SnickensIncrease Cash Flow with ACH PaymentsRemember when checks were the standard form of payment for businesses? Thankfully, Automated Clearing House, or ACH payments, offer a more convenient option for businesses to receive payments from clients. In this episode, I explain what ACH payments are and how they ensure a steady cash flow while enhancing your client’s overall buying experience.  In this episode, you’ll also hear: Streamlining the payment process for clients  Benefits of automatic payments with ACH  How ACH payments increase security and efficiency Must-listen moments:  [00:01:09] It's a simplified payment process for your clients. They can...
2023-08-2407 minFinancial Snickens
Financial SnickensWhich Financial Documents Should Be Kept?Do you have folders full of financial documents from 5,10, 20 years ago? It’s common to think you should keep every document but it’s not always necessary.   In this episode, I review different financial documents and how to know which ones to keep and how long to wait before shredding them.   In this episode, you’ll also hear: Rule of thumb for tax documents  Closed vs. active documents    Suggestions for storing documents long term   Must-listen moments:  [00:02:54] You want to keep all tax records and all related documents, your receipt, your bank statements, for t...
2023-08-1707 minFinancial Snickens
Financial SnickensCool Tech Tools: ChatGPTThe more we know about ChatGPT, the more we can use it to our advantage instead of being afraid of it. In this episode, I examine what ChatGPT is, what questions to ask it, and how artificial intelligence might benefit your business more than you realize. In this episode, you’ll also hear: Flaws of ChatGPT How to verify ChatGPT content Using ChatGPT for your business   Must-listen moments: [00:00:54] The GPT in ChatGPT stands for generative pre-trained transformer, which is a program that can realistically write lik...
2023-08-1005 minFinancial Snickens
Financial SnickensBusiness Finances Made Easy: Budgeting Tips for EntrepreneursBudgeting doesn’t have to be complicated. Your business budget can be a simple spreadsheet or it can come with all the bells and whistles from the latest accounting software.    In this episode, I cover easy ways to budget your business finances, how automating payments can predict your financial future, and why the best time to start or review your budget is always now.    In this episode, you’ll also hear: Benefits of using a budget  Automating your finances  Spreadsheets vs. accounting software  Must-listen moments:  [00:00:26] Budgets are not set in stone. It's something...
2023-08-0305 minFinancial Snickens
Financial SnickensWhy Moms are Natural Entrepreneurs It’s no secret raising a kid, much less raising multiple children, takes a ton of hard work. And yet, many people still don’t realize that motherhood is the perfect training ground for being a rockstar entrepreneur or employee.    In this episode, I dial in on what gives moms and caregivers a natural advantage when it comes to running a business.   In this episode, you’ll also hear: Multitasking superpowers of moms and caregivers  Why moms rock at problem solving  What moms can teach entrepreneurs about empathy    Must-listen moments:  [00:00:47] We...
2023-07-2705 minFinancial Snickens
Financial Snickens4 Unique Strategies for Finding Perfect-Fit EmployeesRecruiting employees who easily mesh with your team, align with your values, and have the skills you’re looking for can feel like finding a needle in a haystack. In this episode, I reveal 4 ways to find employees by using non-traditional platforms, online communities, and leveraging your existing talent!  In this episode, you’ll also hear: Tapping into industry specialists  Defining your ideal employee based on current talent Exploring online groups and employee referrals     Must-listen moments:  [00:02:05] For niche industries, thinking outside the box and employing unique recruitment strategies are gonna help...
2023-07-2006 minFinancial Snickens
Financial SnickensDirect vs. Indirect Costs: The Key to Growing Your Profit If you want to increase your profitability, you must know your numbers, especially the expenses of your direct and indirect costs.  In this episode, I break down the difference between direct and indirect costs, and how to know if you’re charging enough so you can cover your business expenses while still earning a profit!      In this episode, you’ll also hear: Understanding direct costs and cost of goods sold  Calculating your gross profit margin How knowing direct vs. indirect costs increases profitability   Must-listen moments:  [00:00:43] Direct expenses are expenses that are directly relat...
2023-07-1306 minFinancial Snickens
Financial SnickensFive Mid-Year Business StrategiesSummer means hot days and long nights, and hopefully some time to slow down and take a much needed break. In this episode, I share 5 tips for making the most of your summer to keep your business on the right track for the rest of the year.      In this episode, you’ll also hear: Taking time to celebrate your business  Mid-year review of your business goals  Going for big dreams  Must-listen moments:  [00:00:59] Take stock of your accomplishments, anything that you've accomplished in the first half of the year. Celebrate it. Find a way to pr...
2023-07-0605 minFinancial Snickens
Financial SnickensCompensation Guidelines for Business OwnersHow much should a business owner draw as their take-home pay? Too much, and you’re draining the business, but too little and your personal financial struggles will take the business down with them.  So, how can entrepreneurs calculate their own fair wages? And how do they account for taxes and health insurance in their paycheck?    Learn guidelines for how business owners can accurately determine their take-home pay, 5 things an entrepreneur’s compensation should cover, and when it’s time for them to reexamine the finances of their business.    In this episode, you’ll also hear:
2023-06-2906 minFinancial Snickens
Financial SnickensWho Has Admin Access to Your Business Accounts? Who’s the administrator on the software accounts you use to run your business? Think about your website, your bookkeeping and payroll software, and even your social media?  In this episode, I explain why you should always be the master admin of any software your business uses, 4 rules to prevent fraudulent access, and tips for when it’s necessary to share access with your team.    In this episode, you’ll hear: Primary admin access for business software 4 Steps to protect your accounts Suggestions for when and how to share access  Must-listen moments:  [00:00:50...
2023-06-2205 minFinancial Snickens
Financial SnickensFind and Save More Money with These 3 ToolsDid you know there are free tools that can help you find unclaimed money or boost your savings? Find out my top 3 favorite money-saving tools that are absolutely free and easy to use so you can stash more cash!   In this episode, you’ll also hear: Details about Utah State University’s Power Pay  How to find money using Unclaimed.org  Why you should track your credit with Credit Karma  Must-listen moments:  [00:00:48] Power Pay gives you the tools to develop a personalized, self-directed debt-elimination plan. [00:01:33] Search the unclaimed property list for your name...
2023-06-1502 minFinancial Snickens
Financial SnickensIt’s Never Easy To Fire a Client Firing a client is never easy, but sometimes it’s necessary in order to protect your business and your core values.  In this episode, I highlight things to consider before cutting ties with a client, and why it’s crucial to salvage as much of your professional relationship as possible when it’s time to say goodbye. In this episode, you’ll also hear: Steps to take before firing a client  My recommendations for documentation and formal disagreement letters Why you should avoid burning bridges with clients  Must-listen moments:  [00:01:35] Be very clear and sp...
2023-06-0804 minFinancial Snickens
Financial SnickensWhat Should You Measure?Understanding the numbers of your business is key to its growth and success. But what should be measured to truly know how a business is performing?   In this episode, I cover 8 KPIs, which key performance indicators are most useful to tracking your business’ progress, and how to know when to change what you’re measuring. In this episode, you’ll also hear: 8 Common key performance indicators (KPIs)  Benefits of measuring your Net Promoter Score (NPS) Understanding when to change KPIs   Must-listen moments:  [00:00:40] KPIs are metrics that help you measure progress to...
2023-06-0103 minFinancial Snickens
Financial SnickensWhat Info Do You Get From a Profit and Loss?Are you ready to unlock the secrets hidden within your profit and loss statement? Get ready to discover the power of this document as we dive deep into its significance. Join us as we unravel the mysteries of your profit and loss statement and explore how it can revolutionize your business decisions. From setting prices and forecasting growth to obtaining loans and attracting investors, this report holds the key to your success. We'll also reveal how your profit and loss statement plays a crucial role in effective tax planning, ensuring you keep more of your hard-earned money. Don't miss...
2023-05-2502 minFinancial Snickens
Financial SnickensDo You Need More than a Business Checking Account?Attention all entrepreneurs! Are you tired of feeling overwhelmed by your business finances? Do you struggle to keep track of your accounts? Then join us for a conversation on how to manage your finances better! In this episode, we'll cover the different types of accounts available to entrepreneurs, including the benefits of having a business checking account, money market accounts, savings accounts, and certificates of deposit. We'll delve into the features of each account, such as interest rates, minimum deposits, and monthly fees, as well as special offers from banks that you won't want to miss. Plus, we'll share...
2023-05-1806 minFinancial Snickens
Financial SnickensMost Common Misunderstandings about your FinancialsAre you a business owner struggling to make sense of your finances? Do tax time and loan repayments leave you feeling confused? Fear not, as we have got you covered in this podcast episode! Join us as we unravel the top five questions that entrepreneurs commonly have around financial misunderstandings and provide you with actionable tips to navigate them. From demystifying loan repayments and owners' draw to understanding how to record funds properly, we've got everything you need to know to make informed decisions about your finances. Alisa will guide you through managing cash flow, tracking expenses, and comprehending...
2023-05-1107 minFinancial Snickens
Financial Snickens6 Key Strategies to Keep Your Business on TrackAre you a small business owner struggling to keep your finances in order? In this episode of the Financial Snickens Podcast, we’ve got you covered with six key strategies to avoid accounting errors and maintain best practices for your company’s financials. From hiring an accountant or bookkeeper to controlling expenses and keeping personal/professional expenses separate, we’ll cover everything you need to know to stay on track financially. Plus, we’ll discuss the importance of choosing the right accounting method and working with a tax planner to ensure compliance with IRS regulations. Don’t miss out on these v...
2023-05-0408 minFinancial Snickens
Financial SnickensPre and Post Conference ChecklistHow do we get the most out of conferences? Conferences are a great way to learn about new industry trends, network with like-minded individuals, and gain valuable insights into running a business. However, attending a conference can be overwhelming without proper planning. Listen to today’s episode for practical tips on having a pre- and post-conference plan.  Key Highlights:   [00:01 - 02:22] Pre and Post-Conference Planning Tips for Entrepreneurs Conferences are valuable educational tools - take advantage of them Pre-conference planning includes asking yourself, “Why should I go?” Collaborate with colleagu...
2023-04-2706 minAccounting Flow Podcast
Accounting Flow PodcastHow to keep your team happy and connected in a remote worldSend us a textMeet Alisa McCabe, the owner of First Step Financial. He owns an accounting firm with 10 team members and over 75 clients.In this episode, Alisa shares tips on how she creates culture and keeps her team aligned as a remote firm.Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents
2023-01-3042 minBosses 4 Bosses
Bosses 4 BossesEp. 17 Doing Business with Big CompaniesOur three co-hosts discuss what it’s like to work with companies that are much larger than their own.  What are the challenges of being an entrepreneur when your client is a “giant”?  How can you negotiate for favorable terms?  Jason Meyer (Meyer Business Law) leads the conversation this week and gathers some interesting stories from his colleagues!    00:30 Jason introduces the episode – “are you a David, trying to make a deal with Goliath?” 03:15 Alisa talks about how payment can be an unexpected burden for small companies who may not have the necessary capital on hand.  ...
2022-10-1220 minBosses 4 Bosses
Bosses 4 BossesEp. 16 Executive MentorshipThis week, Josh, Jason & Alisa welcome Mary Forte to the show as a special guest co-host.  Mary is the Philadelphia Area Vistage Chair, and former CEO at Zale Corporation. Josh (River Avenue Digital) leads the discussion on executive mentorship based on his own journey as an entrepreneur, and his most recent experience as a member of Mary’s Vistage group.  Why is it important to establish a network of leaders across different industries, and what is the role of an executive mentor?  All bosses know it can be lonely at the top – but it doesn’t have to be.   
2022-10-0521 minBosses 4 Bosses
Bosses 4 BossesEp. 15 Delegation as a Tool for Business GrowthThis week, Alisa, Josh & Jason welcome a special guest host to the show: Jeff Harris, founder of JMJB Merchant Solutions, a credit card processing brokerage based out of Philadelphia.  Alisa (First Steps Financial) leads the discussion about delegating work to facilitate growth.  When, how, and why should a business owner decide to delegate tasks?  How do you know that the time is right to add to your team? Our co-hosts recall the moments that drove them to finally start delegating, and the immediate benefits they saw from doing so.   00:35 Alisa introduces the episode 02:00 Jeff...
2022-09-2828 minBosses 4 Bosses
Bosses 4 BossesEp. 14 - Your Business Needs ContractsJason Meyer (Meyer Business Law) leads the conversation this week, and he starts off by admitting to his co-hosts that he’s a “contract nerd!”  The conversation bounces between the four hosts who each use contracts differently.  Learn how contracts become a useful tool for communication, how they can be flexible to meet the needs of both parties, and what you should include the next time you hire an independent contractor or new employee.  This episode is chock-full of good tips from our experienced hosts.  You’ll want to listen to this one more than once!   00:35 Jason...
2022-09-2120 minBosses 4 Bosses
Bosses 4 BossesEp. #13 Business Relationships: When to stay and when to go  Josh Irons (River Avenue Digital) leads his colleagues in a discussion about the heart of every entrepreneur’s business: relationships.  How do you form new relationships and what expectations do you have for them?  When and how you can walk away from a business relationship? How do you protect your time and energy while also finding opportunities for support and professional growth?   00:35 Josh introduces the episode 02:50 Alisa talks about making connections and looking for value in a new relationship, not just generating your next lead. 04:30 Sometimes a relationship runs its co...
2022-09-0817 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Ka'Neda BullockKa’Neda N. Bullock is president and founder of Master Plan Investment Group, based in Pennington, New Jersey. She is a wealth manager and corporate retirement plan advisor. Ka'Neda established Master Plan Investment Group in 2019 with a mission to serve clients by helping them clarify their financial goals, chart a course for success, and live a fulfilled life. She became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in April 2020. Currently, 3.7 percent of CFP® professionals are Black or Latino, and only 23.3 percent are women. Ka'Neda is committed to improving these statistics. She is a frequent speaker on money management, including retirement income...
2022-07-2628 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Sally BryantSally Bryant is President and CEO of Bryant Group, a leadership consulting firm specializing in executive recruitment, talent development, and leadership coaching. Sally is passionate about advancing great leadership to make a positive impact on the world. Serving clients internationally, Sally and the BG team have impacted thousands of leaders around the world in some of the most prestigious universities, healthcare systems, and other organizations that make a difference.   [00:01 – 11:56] Opening Segment Sally’s path to entrepreneurship is linked to her foundation of inspiration Sally shares what shaped her ideas about women in the workplace Chang...
2022-07-1930 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Gena GrazianoIn this episode, Gena Grazziano shares her experience as a stay-at-home mom who returned to work after seven years.  Gena is a QuickBooks Online ProAdvisor and a New Jersey State Notary Public. After being a stay-at-home mom for seven years, Gena returned to work at a small accounting firm, where she learned bookkeeping and fell in love with numbers. Before she was a stay-at-home mom, Gena managed her family retail business for 10 years.   [00:01 – 10:39] Opening Segment Everybody’s personal best Gena talks about her kids and her community mindset Growing up in businesses and finding her wa...
2022-07-1227 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Meg HeimMeg Heim has a strong leadership background in Medical Affairs, External and Public Affairs, Operations and Innovative Delivery system, as well as extensive domestic & international experience in Pharmaceutical, Medical Device and Health technology markets. A versatile leader, she has a reputation and consistent record of innovation for successful partnerships with Global and Domestic Corporate, Pharmaceutical, Biotech, Government, Advocacy and Academic groups to create consensus and build programs that create healthcare transformative change. She is a results-oriented strategic thinker who deftly bridges from strategy to implementation, utilizing her superior motivational & communication skills to build and lead top-tier global and domestic...
2022-07-0525 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Dr. Kimberlee ParkOur host, Alisa McCabe interviews Dr. Kimberlee Park, a board certified family medicine physician who has practiced medicine in the Philadelphia region since 1996, including 17 years at Crozer Keystone Health System in the Family Medicine department. Dr. Park graduated from Philadelphia College of Osteopathic Medicine where she received her D.O. degree and now practices with a foundational belief in the Osteopathic Medicine tradition of “hands-on” diagnostic and therapeutic science.   In 2019, Dr. Park founded Medicalm-PA, a medical practice dedicated to helping patients benefit from the new and evolving treatments now available with Pennsylvania’s compassionate medical marijuana legislation.  Vis...
2022-06-2826 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Stephanie BruneauIn this episode of Life Unedited: Working Women, Alisa McCabe interviews second-generation financial advisor, Stephanie Bruneau.  Stephanie spent seven years in global corporate marketing strategy and implementation before making the jump to the “family business” and becoming Vice President for Boston 128, a boutique wealth management firm.  In this conversation she and Alisa discuss how Stephanie’s background has helped her cultivate personal relationships with her clients. Stephanie tells us that her mom is the person that helped shape the way she thought of women in the workplace. She talks about how her mom is a “self-made woman”, who worked i...
2022-06-2227 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Laura PedrickAn experienced reporter turned photojournalist who covers state government and political campaigns before shifting her focus into an entrepreneur. In this episode of Life Unedited: Working Women, Alisa McCabe interviews photojournalist, Laura Pedrick on her journey as a reporter and transitioning into photojournalism during the recession. From photojournalism to pivot to become an entrepreneur to survive for her children. Laura Pedrick realized that she needed to pivot and become more of an entrepreneur to survive.  Laura is a photojournalist who for most of her career was assigned to cover New Jersey for The New York Times. She's a...
2022-06-1728 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Tara GilvarFind out how you can develop the determination necessary to pursue entrepreneurship. In this episode of Life Unedited: Working Women, Alisa McCabe interviews accomplished public speaker, Tara Gilvar who bring her B.I.G. message to women throughout the country. A natural-born connector, Tara Gilvar spent the early part of her career, after graduating from Boston College as a political science major, working in Boston politics and building national consumer brands at a national advertising agency.  Like many women, Tara left the workforce to raise her children.  After seeing a bumper sticker on a teacher’s car that...
2022-06-0730 minSpeak with Presence
Speak with PresenceOwn Who You Are - Alisa McCabeAlisa McCabe is the president of First Step Financial.  She is passionate about helping entrepreneurs succeed. She comes from a family of entrepreneurs. Her father, both brothers and her husband all own businesses. She has been working with business owners to create success since 2009. Her focus has been on organizing her clients' financials to gain insight to make thoughtful decisions and streamlining processes using the latest technology. She loves what she does, and her clients are inspired by her enthusiasm and knowledge about what it takes to run a successful company. If you want to see if it...
2022-05-2529 minLife Unedited: Working Women
Life Unedited: Working WomenSpeaking with the Founders of Voice First World!In many ways, the disparity between men and women in the workplace is manifested from the economical standpoint, societal expectations, and existing biases. How often do women apologize or minimize the importance of what they say in the workplace? This displays a lack of confidence and in order to combat that, empowerment must take place. In today’s episode, we have the founders of Voice First World. We tackle the way to success as women in business by being empowered and instilling confidence in ourselves. Jennifer Rettele-Thomas (she/her/hers) and Jen Vellenga (she/her/hers) are th...
2022-05-2332 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Emily LuckingWomen have high levels of empathy - this is a fact that can turn out to be our superpower. In today’s episode, I interview Emily Lucking. She went from being an attorney to becoming an executive coach who empowers women toward personal and professional growth. Listen in as she shares her journey and the observations she had while working with women. Emily Lucking is the founder and executive coach of Power Center Coaching, based in Villanova, PA. Since founding her coaching company in 2018, Emily has developed a coaching practice serving entrepreneurs, executives, and high-net-worth individuals who de...
2022-05-2226 minLife Unedited: Working Women
Life Unedited: Working Women Talking with Special Guest Erica DischIt takes a lot of elements to create a successful small business. For today’s guest, she shares her experience taking part in such a small yet successful company that is so family-oriented. The secret sauce? Work through whatever issue and just keep moving forward. Erica Disch is a partner at Sourland Mountain Spirits, a farm distillery founded by her husband in 2015 when craft distilling became legal in New Jersey. At Sourland Mountain Spirits, Erica supervises tastings and serves as a brand ambassador. Previously Ray & Erica Disch were co-founders of the popular Triumph Brewery in Princeton, New Je...
2022-04-2621 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Lisa LinkowskyWhen COVID-19 struck, many businesses were hard-hit, but at the same time, businesses started and our guest went for the latter despite the difficulties. In this episode of Life Unedited: Working Women, listen to Alisa McCabe’s interview with the amazing CEO of Milestone Franchising, Lisa Linkowsky, as she offers valuable tips and advice on everything from choosing the right franchise to building a successful business. Lisa Linkowsky has over thirty years of extensive experience in consumer marketing, sales, project management, and strategic planning. After working at various Fortune 500 and mid-sized companies, Lisa followed her entrepreneurial spirit an...
2022-04-1928 minLife Unedited: Working Women
Life Unedited: Working WomenTalking with Special Guest Nikki GangemiImagine having a secure job, being set for life, yet taking the leap into the scary, unpredictable world of entrepreneurship. In this episode of Life Unedited: Working Women, Alisa McCabe interviews inspiring Mindful Matters mindset coach, Nikki Gangemi on following the path that will satisfy your soul From actress to teacher to entrepreneur, Nikki Gangemi knows what it takes to make those big pivots and has found a way to accelerate her success from the inside out, to become the leading lady of her life, and live it on her own terms. Nikki is an International Board...
2022-04-1226 minBosses 4 Bosses
Bosses 4 BossesEp. 12 Best of Times & Worst of TimesToday, Jason Myer leads a discussion around the "best and worst" of the past couple of years, especially remote working and the current and future trends in business. Ayesha, Alisa, Josh, and Jason talk about the changes that have happened since COVID first started and what the future looks like for entrepreneurs.  Is the Great Resignation real? Are people starting new businesses? What about current leases for brick and mortar businesses?  In this episode, they answer those questions and more. If you have any questions, comments, or if you want to contact anyone on the po...
2022-03-2318 minBosses 4 Bosses
Bosses 4 BossesEp. 11 How do you re-center yourself?Today’s episode is all about re-centering yourself. Josh leads a conversation today as Alisa, Ayesha, and Jason talk about how they are able to get back in the right mindset when work is just a little too chaotic for them.  When you’re working fourteen hours a day, it can be hard to unwind. From mental health awareness to small indulgences, the crew here at Bosses 4 Bosses share great tips on the most important things you can do to get yourself back to “normal.”  If you have any questions, comments, or if you want to contact...
2022-03-1615 minBosses 4 Bosses
Bosses 4 BossesEp. 10 Numbers to Look AtWhat are your employee turnover numbers? What is your revenue every week? Every quarter? What numbers do you provide to your clients? Every company generates data, but not every company uses that data to help scale their business. Today, Alisa leads a discussion about different numbers you should look at when you’re building, running, and scaling a business. Ayesha, Jason, and Josh talk about what kind of data they pay attention to each quarter, as well as what sorts of numbers they share, turnover rates, and other important numbers.   Talking Points: 0...
2022-03-0924 minBosses 4 Bosses
Bosses 4 BossesEp. 9 Don't be an AssAs entrepreneurs we all need help. Don’t be an ass, ask for it. Asking for help is a difficult thing to do, no matter who you are. Entrepreneurs sometimes find it more difficult than most. Somehow, we arrived at the idea that we need to do everything for ourselves. Today, we’re talking about how asking for help is the best thing you can do as an entrepreneur. Josh leads the discussion today as Ayesha, Alisa, and Jason talk about everything from overcoming imposter’s syndrome to ideas for approaching someone for help. Talking Points...
2022-03-0214 minBosses 4 Bosses
Bosses 4 BossesEp. 8 Outsource or Hire?Are you looking to scale your company? Is it time to hire staff? How do you know when to hire an independent contractor, and when you should hire an employee?  In this episode of Bosses 4 Bosses, Alisa heads a discussion on outsourcing versus hiring. Ayesha shares her experience working with both employees and outsourced work. Jason gives his legal take on when it makes sense to hire one or the other. Josh shares important thoughts on the type of work and engagement you can get from employees and contractors, and when (or how) they can differ.  ...
2022-02-2320 minLife Unedited: Working Women
Life Unedited: Working WomenEp. 6 - Caregiving from AfarMany women today find themselves caretaking two different generations of people: their own children, and their aging parents. This is on top of their jobs, businesses, clients, and whatever other responsibilities they may have. And it’s made even more difficult when you live far away from your parents.  In today’s episode, Alisa and Ayesha discuss caretaking parents as an adult who lives far away from their parents. What can you do remotely? What systems are in place to take care of things if you have to drop everything and leave? How do you decide which is th...
2022-02-2313 minLife Unedited: Working Women
Life Unedited: Working WomenOlder & BetterGetting older doesn’t mean that you’re doing or accomplishing less. In fact, it may mean that you’re reinventing yourself and doing new, amazing things. In this episode, Alisa and Ayesha discuss the Forbes 50 Over 50 article and the incredible contributions that are being made by women over the age of 50, as well as the way women reinvent their lives as they age and grow.   Topics Discussed in This Episode [00:00:42] The Forbes 50 Over 50 article and getting older and better [00:01:18] Why women’s careers may take off later in life [00:02:25] How the technolog...
2021-12-3110 minBosses 4 Bosses
Bosses 4 BossesSummer Free for AllToday’s episode is a special one. In this Summer Free for All episode, Jason leads a discussion about taking a vacation. Ayesha Hamilton (from Hamilton Law Firm), Alisa McCabe (fromFirst Steps Financial), Jason Meyer (from Meyer Business Law), and Josh Irons (of River Avenue Digital) talk about what they do in order to get away from work. Taking a deep breath and a moment for yourself when you’re an entrepreneur can be hard. When you’re the head of your business, when everything depends on you, it can feel like you can’t get away. But that’s not heal...
2021-12-2919 minLife Unedited: Working Women
Life Unedited: Working WomenEp. 4 - When Life Goes SidewaysWorking moms need to handle so much more than just work. They need to be able to manage their lives and careers, even when crises are happening around them.  How can you do that? And how does it affect you as a parent, as a career woman, or maybe as a boss? In today’s episode, Ayesha and Alisa will be sharing some difficult experiences that they’ve recently encountered. They’ll talk about how they handled them, how they decided when it was time for work to be done to focus on the situation at hand...
2021-12-2417 minBosses 4 Bosses
Bosses 4 BossesHiring WellHow do you ensure you are hiring the right team members? How does hiring well-fitting entry-level employees help your business in the long run? Hiring good leaders and managers is tough enough, but entry-level employees are just as important. Today, Josh leads a discussion about what it takes to find and hire the right person for the job. Hiring is such an important part of your business. It is not something to be taken lightly or to gloss over. Ayesha, Alisa, Jason, and Josh talk about everything from the wording of your job description, to possibly firing...
2021-12-2322 minLife Unedited: Working Women
Life Unedited: Working WomenWho Needs a Personal Assistant?Should you hire a personal assistant? How difficult is it to delegate responsibility and trust someone else to take on the tasks that you don’t want to do? In this episode, you’ll hear Alisa and Ayesha discuss who can use a personal assistant or chief of staff, what someone in that role does, and how to think about hiring and training them. Listen to the episode to hear what they have to say about how hiring someone to take on less meaningful tasks can help you focus on what you love, how to find...
2021-12-1712 minBosses 4 Bosses
Bosses 4 BossesNon-Disclosure Agreements: Protecting Your Business and Your ClientsHow do you utilize non-disclosure agreements (NDAs) in your business? When was the last time you updated your company’s NDA? Do you have to PAY your employees to sign NDAs? All of these questions and more are discussed in this episode. Today, on Bosses 4 Bosses, Ayesha heads the important conversation about NDAs and how to protect your clients. With their unique perspectives and niches, each of the hosts talks about how they use NDAs within their companies. Alisa talks about how they are utilized in the field of finance. Josh gives his insight on NDAs in th...
2021-12-1621 minLife Unedited: Working Women
Life Unedited: Working WomenBack to WorkAfter a temporary push to allow workers to do their jobs from home due to COVID, employers are starting to push workers to come back into the workplace. But is that really the best idea? In today’s episode, Alisa and Ayesha discuss going back to work – why it’s being required, why some employees are pushing back, and what the pitfalls for women are when it comes to inflexible work requirements.  Listen in to hear Alisa and Ayesha discuss the difficulty of returning to work when there’s still limited childcare available, whether or not you n...
2021-11-2318 minBosses 4 Bosses
Bosses 4 BossesOnline Services: Is Cheaper Always Better?When you’re first starting out as a business, you’re probably looking to find places to skimp on, so you can save a little money. But when it comes to legal documents and taxes, are online automated services cheaper in the long run? Is it right to use an AI instead of a legal team when it comes to filling out your tax forms?  In today’s episode of Bosses 4 Bosses, Ayesha, Alisa, Jason, and Josh talk about why it isn’t just safer but might also save you some money, later on, to go to a profess...
2021-11-1818 minLife Unedited: Working Women
Life Unedited: Working WomenUnapologetic MothersDo you find yourself apologizing all the time? Or feeling guilty about the way you choose to manage your time or allocate daily tasks?  This is a problem for many women, and it’s time to start thinking about adjusting expectations – those that others have for you, those that you have for yourself, and those that you have for other women.  Listen to Alisa and Ayesha in today’s episode as they talk about challenges, apologies, guilt, and why women need to give other women a break.    Topics Discussed in This Episode
2021-11-1314 minBosses 4 Bosses
Bosses 4 BossesStanding Up: Hate Crimes, Politics, and Core Values in the WorkplaceWhat can we do as business owners to stand up against hate? Does hate speech or do hateful actions negatively affect your business? What is the difference between standing up as a business owner and standing up as an employee? In our country, we are constantly surrounded by hateful words and actions. Standing up for yourself and for others when you are an employee at a business can have some legal ramifications, but what if you’re a business owner? What can happen if you take a stance at work? Today, Ayesha, Alisa, Jason, and Jo...
2021-11-1121 minBosses 4 Bosses
Bosses 4 BossesStaying RelevantHow can you stay relevant in your industry? Why should you stay relevant? What resources can you use to find the latest information? Today, Ayesha, Alisa, Jason, and Josh talk about what it takes to stay relevant in your industry. Staying relevant can reduce your risk of being laid off or if you're downsized, make it easier for you to find another job more quickly and puts you in a better position for promotions and raises. When you master new and valuable skills, you increase your market value not only internally, but to your clients. But it...
2021-11-0417 minBosses 4 Bosses
Bosses 4 BossesWhat I Wish I KnewBeing a successful business owner isn’t easy, especially at the beginning. When you first start, you’ll be making plenty of mistakes. Don’t worry, you’re not alone.  In today’s episode of Bosses 4 Bosses, Ayesha, Alisa, Jason, and Josh talk about what they wish they knew when they initially started their first businesses. They talk about their mistakes, the biggest misconceptions about starting a business, and the importance of knowing your formula for profit.  Do you need a business plan? How do you know when you need to start hiring a team? When is it o...
2021-10-2717 min