Shows
Real Wealth Show: Real Estate Investing PodcastWhy Accounting Is the Key to Scaling Your Real Estate PortfolioGood accounting is more than spreadsheets—it’s your roadmap to growth. In this episode, Kathy Fettke talks with Brad Ebenhoeh of Accountfully (now part of Belay) about how real estate investors can use clean books to unlock better decision-making, identify underperforming properties, and scale faster. You'll also learn when to outsource your bookkeeping, how accounting affects your tax strategy, and why even small portfolios need systems. 🎧 Download Belay’s free guide, The Cost of Not Doing Your Bookkeeping—text “WEALTH” to 55123 or visit belaysolutions.com/realwealth. DISCLAIMER The views and opinions expressed in this podcast...2025-08-0724 min
Startup To Scale220. Financial Foundations to Weather Tariffs and any Economic Challenge In this episode, I sit down with Brad Ebenhoeh, co-founder of Accountfully, to unpack how CPG brands can build strong financial foundations to withstand tariffs, inflation, and whatever economic curveballs come their way. Brad shares practical strategies for cash flow management, margin protection, and forecasting so founders can stay resilient even in uncertain times. Whether you’re sourcing internationally or scaling into retail, this conversation will help you sharpen your numbers and make smarter financial decisions—before it’s too late. Startup to Scale is a podcast by Foodbevy, an online community to connect emerging food, be...2025-05-0521 min
Accountfully ChatCharles Gaudet • Predictable ProfitsCharles Gaudet, CEO and cofounder of Predictable Profits brings unrivaled experience as a leader and coach to successful businesses scaling beyond seven figures. When founders want to become bigger and better, they choose his program. Charles and the team at Predictable Profits have rewritten the playbook to success, and this episode gives you a glimpse into why.Charles shares his insight into what works for modern business founders if they seek to scale and turn profits long-term. This episode digs deep into the struggles business owners face and offers some actionable guidance to do and be better.2025-03-2737 min
Startup To Scale200. 5 Ways to Get the Most Out Of Your Service ProvidersIn this episode I dive into the essential strategies for building successful relationships with service providers that help your business thrive. From aligning on goals to fostering transparent communication, we cover actionable tips to maximize the value of these critical partnerships. Joining me is Brad Ebenhoeh, CEO of Accountfully.Key topics include:Alignment: Setting clear expectations and ensuring your provider has the capability to deliver.Expectations: Defining timelines, pricing, deliverables, and involvement to stay on track.Communication: How frequent, transparent, and engaged communication transforms the relationship from a...2024-12-1621 min
The Month End PodcastEpisode 40: Karim Khalil • Yaza FoodsIn episode forty Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Karim Khalil of Yaza Foods . Karim brings his love of authentic Labneh made by his grandmother in Lebanon to the U.S., which (up until now) has been sorely lacking in filler-free, authentic options. Combining his years of experience running complex CPG companies and his financial expertise, he leads Yaza Foods, which is rapidly growing in the international snacking space. This episode shares insight into Karim's unique background and the interesting ways he developed his management skills. Learn the important skills and inventory management tools that go i...2024-11-2534 min
Accountfully ChatMax Berry • Allegiance Flag SupplyMax Berry and his fellow Allegiance Flag Supply cofounders, Wes and Katie Lyon felt our flag should be made in the USA by skilled craftsmen and women, not overseas where (surprisingly) many are made. The trio founded Allegiance Flag Supply in Charleston, SC and make high-quality, hand-made flags any American would be proud to fly.Max shares his insight into the nuts and bolts of growing the company from the original $5k used to launch it in 2018. Learn the secrets behind how the team navigated COVID, inventory shortages and maintained profitability on the road to making it the...2024-10-2929 min
Beyond 7 Figures: Build, Scale, ProfitThe Key Financial Metrics Every Business Owner Should Know with Brad EbenhoehLearn to Manage Cash Flow, Accrual Accounting, and Profitability for Smarter Growth In today’s episode, we dive into the importance of mastering your business's financials to make smarter, more informed decisions. We'll explore key areas like cash flow management, accrual accounting, and profitability tracking, all of which play a vital role in ensuring long-term success and financial health. Whether you're an entrepreneur navigating large contracts or a small business owner trying to optimize project efficiency, understanding your numbers is essential to staying ahead and growing your business sustainably. Our guest, Brad Ebenhoeh, is the fo...2024-10-0446 min
The Month End PodcastEpisode 39: Sam Pantazopoulos • VizerIn episode thirty-nine, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Samantha Pantazopoulos of Vizer. Vizer, short for incentivize, allows brands selling in retail to track that channel and optimize their marketing by understanding their retail sales activities. She and Brad discuss the ins and outs of CPG trade spend, consumer habits and how in-person retail is still very much a thing. If you are intrigued by the possibility of unlocking in-store intelligence, check out this episode!Connect with usFor more small business and CPG- focused resources, visit Accountfully's resources page, where you will fin...2024-10-0124 min
Hunt Gather NurtureThe Biggest Financial Mistakes Entrepreneurs MakeBrad Ebenhoeh, co-founder of Accountfully, envisioned a new type of accounting firm that would one day revolutionize the industry. By zeroing in on bookkeeping and providing valuable services to small businesses, Brad and his crew flipped the traditional accounting model on its head and hit it big. What was their secret?Nailing product-market fitFinding the perfect timingand really tuning in to what customers need.Accountfully’s innovative approach to bookkeeping includes making things efficient and offering flexible schedules, which has led to a great work-life balance for the team. In this episode, Brad also drops some wisdom on...2024-08-1347 min
Startup To Scale180. When to Hire a CFO, Controller, and BookkeeperAs a founder, it’s important to have a strong grasp on your business financials, but when do you actually hire someone to help? In this episode, we talk through what is the role of a CFO, Controller, and Bookkeeper, and when’s the right time to hire them as a contractor or full time role. Joining me for this conversation is Brad Ebenhoeh, founder of Accountfully to provide his expert experience.Need help with bookkeeping or CFO Strategy for your CPG Brand? Check out Accountfully, who specializes in working with CPG Brands.Star...2024-08-0519 min
The Month End PodcastEpisode 38: Tom Malengo • BrandjectoryThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique backgrounds in a casual, conversational tone.• • •In episode thirty-eight, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Tom Malengo of Brandjectory . He shares common themes he sees as a CPG brand investor and mentor, and shares ways to avoid mistakes and offers tools to use for bu...2024-05-3135 min
Startup To Scale166. Financial Modeling, Forecasting, BudgetingAs a CPG founder, it’s necessary to understand where you want to go in your business in order to get there. Financial Modeling, Forecasting, Budgeting are crucial steps to turning your strategic vision into actionable steps.Join me for a conversation with Brad Ebenhoeh, CEO of Accountfully as we break down how to do each of these for your business.Need help with your finances? Accountfully specializes in working with CPG brands. Explore how they can help: Accountfully.comStartup to Scale is a podcast by Foodbevy, an online community to connect em...2024-05-0621 min
Accountfully ChatGretchen Rubin • Gretchen Rubin MediaGretchen Rubin is a NYTimes best selling author and one of today’s most influential and thought-provoking observers of happiness and human nature. In this Chat episode, she shares the details of her journey from law clerk of Sandra Day O'Connor to her current role as author, podcast host, App creator and more. Learn how she transitioned to life as a full-time writer and how she navigated structuring her business so that she can remain focused on creating, not managing.This episode is a roadmap for all the creatives and dreamers that are considering leaving their day-to-day be...2024-04-3027 min
Accountfully ChatHeath Johnson • Bera Wealth AdvisorsHeath Johnson of Bera Wealth Advisors shares inside tips from over 20 years as a private wealth advisor in the Northwestern Mutual network. He and his team manage a suite of services designed to put clients in the best position when designing a plan for their cash, or creating more through investments. Learn more about what true financial advisory entails and how you can leverage it best when planning for the basics like entrepreneurship, retirement, big life events, emergencies, and college funds.Thank you for listening! Subscribe to our YouTube page to be no...2024-03-2940 min
Startup To Scale160. Financial Foundations For Your CPG BusinessAs a CPG brand, understanding your business financials is imperative to building a successful company. You first need to understand your business goals to get where you want to go. I’ve invited on Brad Ebenhoeh from Accountfully to talk through how to build a strong financial foundation for your business.We discuss:The difference between Bookkeeping, Accounting, and FinanceChoosing between Profitability and Growth at a LossCalculating your product marginand more.If you need help with understanding your business financials, talk with Brad and his team at Accountfully.Startup to Scale is a po...2024-03-1121 min
The Month End PodcastEpisode 37: Will Totten and Russ Taylor • Secure CPGIn episode thirty-seven, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Will Totten and Russ Taylor of Secure CPG. Learn how Secure CPG is replacing the antiquated insurance of yesteryear with modern solutions built to support today’s CPG brands. Together Will and Russ share real-world examples of how their coverage options can help companies mitigate cash-killing scenarios classic insurance may not even cover. If you are still unsure about what coverage you need and the basic practices that reduce risk proactively, this episode is for you!Connect with usFor more smal...2024-03-0134 min
The Month End PodcastEpisode 36: Tyler Watson • Dan O's SeasoningThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique backgrounds in a casual, conversational tone.• • •In episode thirty-six, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Tyler Watson of Dan O's Seasoning . As Senior VP, he leads the business development team. In the conversation, he shares a glimpse into the unconventional, yet wildly successful...2023-12-0127 min
The Month End PodcastEpisode 35: Tom Burgess • Snipp InteractiveIn episode thirty-five, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Tom Burgess of Snipp Interactive. Tom shares key insight from decades of experience developing both brands and products to become successful enterprises through smart marketing strategies and laser-focused customer acquisition and retention. Learn how his unique model uses data from banks and ad activity to focus on providing clear ROI to all sizes of brands. If you are wondering how to up your sales game and see definitive ROAS, this is a must-listen.Connect with usFor more small business and CPG...2023-11-0326 min
The Month End PodcastEpisode 34: Sean Lee • Sweety Ice CreamThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique backgrounds in a casual, conversational tone.• • •In episode thirty-four, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Sean Lee, co-COO of Sweety Ice Cream. Sean joined forces with his sister to reinvigorate their family-owned legacy of Asian mochi ice cream and share it with a new gene...2023-09-2924 min
The Month End PodcastEpisode 33: Caleb Wang • MiLaThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique backgrounds in a casual, conversational tone.• • •In episode thirty-three, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Caleb Wang, CEO and Co Founder of MiLa. Caleb takes us into the intricate world of performance metrics and KPIs that drive the strategic growth of his authentic...2023-08-2919 min
Accountfully ChatMichael Johnson • MetrcMichael Johnson, CEO of leads the charge of Metrc, the most trusted and experienced provider of cannabis regulatory systems in the United States. Metrc provides all the cutting-edge tech and support needed to track and trace cannabis from growth, harvest, and processing to testing, transport, and sale. Learn more about Michael's keen business scaling and restructuring skills to support a more efficient and expandable business of your own.Thank you for listening! Subscribe to our YouTube page to be notified with new content. In the meantime, feel free to explore more accounting and business resources. I...2023-07-2832 min
The Month End PodcastEpisode 32: Eran Mizrahi • Ingredient BrothersIn episode thirty-two, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with Eran Mizrahi, CEO and co-founder of Ingredient Brothers. Eran takes us on a journey into the intricate world of sourcing ingredients for CPG brands and how the company supports better margins and a more transparent supply chain process. This chat unveils some great advice surrounding not only a better way to execute ingredient sourcing, but also key startup planning and financial management tidbits, valuable to all types of business owners. Connect with usFor more small business and CPG- focused resources, vis...2023-06-3029 min
Management Blueprint | Steve Preda144: Learn Time-Marketing With Brad Ebenhoeh
https://youtu.be/8_yUOtnoddI
Brad Ebenhoeh is the CEO and Managing Partner of Accountfully, a bookkeeping and accounting firm that helps businesses grow through smart and tailored financial solutions. We discuss the basics of time marketing, why you need to be friends with your clients, and ways AI is shaping accounting businesses.
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Learn Time-Marketing With Brad Ebenhoeh
My guest is Brad Ebenhoeh, the CEO of Accountfully. A bookkeeping and accounting firm helping creative professionals, food entrepreneurs, startup founders, and those in the CPG space grow their businesses through smart financial management and tailored bo...2023-06-1223 min
The Month End PodcastEpisode 31: Bryan Gerber • HemperIn episode thirty-one, Accountfully's CEO and Partner, Brad Ebenhoeh, talks with the "King of Cones", CEO and co-founder of Hemper and Hara Supply. Bryan shares his journey from George Washington University-trained Accounting and Info. Systems major to creator of the world's largest distributor of cones and celebrity-endorsed cannabis subscription company, Hemper. So many interesting lessons learned are touched upon in the episode; from influencer marketing success stories, to supply chain pivots and scrappy entrepreneurial thinking through the endless challenges of regulations surrounding the cannabis industry.Connect with usFor more small business and CPG- focused...2023-05-3033 min
The Month End PodcastEpisode 30: Keith Kohler • The Financing Man • Part TwoThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique backgrounds in a casual, conversational tone.• • •In episode thirty, Accountfully's CEO and Partner, Brad Ebenhoeh, continues his in-depth conversation with Keith Kohler, the Financing Man. Now that the various stages of businesses and their associated financing options have been iden...2023-04-2844 min
The Month End PodcastEpisode 29: Keith Kohler • Financing ManThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique backgrounds in a casual, conversational tone.• • •In episode twenty-nine, Accountfully's CEO and Partner, Brad Ebenhoeh, sits down with the Financing Man and the vision behind K2 Financing. Keith knows the preparation needed at various stages of business to be best...2023-04-041h 04
Accountfully ChatBen Sands • Sands LeadershipBen Sands, founder of Sands Leadership provides a unique type of executive coaching that focuses on building alignment across an organization, coaching business leaders together. His tools are essential for maintaining organizational efficiencies through change and growth. Ben shares his experience and perspective and offers some great insight to put to use in your business right away. .."I see this misalignment is the thing that we really as leaders need to be most aware of, and misalignment in these two specific categories: direction and strategy."Thank you for listening! Subscribe to our YouT...2023-03-0339 min
Startup To Scale94. Getting to Profitability for CPG BrandsOn today’s episode I want to address some areas that CPG founders are concerned with according to last month’s state of the CPG industry Report I released. For this conversation I’ve invited on Brad Ebenhoeh, founder of Accountfully to provide actionable guidance from a finance perspective.We discuss reaching profitability, selling across multiple sales channels, and how to manage retail sales.Startup to Scale is a podcast by Foodbevy, an online community to connect emerging food, beverage, and CPG founders to great resources and partners to grow their business. Visit us at Foodbe...2023-02-2724 min
Let's Go with GokulBigger Is Not Always Better in AccountingOur guest today is Brad Ebenhoeh, who is the managing partner at Accountfully, a bookkeeping and accounting firm headquartered in Charleston, South Carolina that serves modern brands and businesses across the country.Never one for suits and ties or long days in windowless offices, Brad Ebenhoeh abandoned the world of corporate accounting to found Accountfully, a modern outsourced accounting firm that serves modern brands and businesses. By challenging the traditional accounting firm model, embracing technology, and emphasizing the importance of a work-life balance for himself and his entire team, Brad has proven that with a little imagination...2023-02-0923 min
Accountfully ChatAlyson Caffrey • Operations AgencyAlyson Caffrey, founder of Operations Agency knows what clear operations framework does for a service based business. She has served as a fractional COO to many high growth businesses. Through her expertise, businesses enjoy streamlined operations that result in higher performing teams, more clients, and improved profitability. As a business owner and mom of two young boys, she is passionate about helping business owner parents create a sustainable system that allows for taking true parental leave. We discuss a slew of engaging topics with Alyson, tapping into her expertise surrounding hiring strategy, key items to address as you...2023-02-0335 min
The Month End PodcastEpisode 28: Juli Lassow • JHL SolutionsThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique background in a casual, conversational tone.• • •In episode twenty eight, Accountfully's CEO and Partner, Brad Ebenhoeh, sits down with Juli Lassow from JHL Solutions, a consultancy dedicated to helping build phenomenal private-label partnerships. Juli gives us a glimpse into how...2022-12-2031 min
The Month End PodcastEpisode 27: Manny L • Heaven's PantryIn episode twenty seven, Accountfully's CEO and Partner, Brad Ebenhoeh, sits down with Manny L of Heaven's Pantry to talk about his line of wholesome Excalibars. Manny brings a ton of insight into ways he solves common business challenges by leveraging his background as an accountant and automations specialist. Manny's vast background in business and keen sense of ways to automate and streamline offer a unique perspective on managing and growing his CPG business, and he is not shy about sharing it. This episode is jam-packed with information, insight and knowledge that can be put to use in your...2022-12-0235 min
Startup To Scale71. Top Financial Mistakes To Fix in Your CPG BusinessDo you have a good grasp on your business financials? I’ve invited on Brad Ebenhoeh, founder of Accounfully on the show to discuss how to build a strong financial and accounting foundation for your business. We break down the top financial mistakes most CPG brands make and how to fix them.We discuss:Inventory and COGSUnit EconomicsManaging CashflowDistributor Chargebacksand more…Startup to Scale is a podcast by Foodbevy, an online community to connect emerging food, beverage, and CPG founders to great resources and partners to grow their business. Visit us at Foodbevy.com to lear...2022-11-1425 min
The Month End PodcastEpisode 26: Jeff Wiguna • Kuju CoffeeThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique background in a casual, conversational tone.• • •In episode twenty six, Accountfully's CEO and Partner, Brad Ebenhoeh, sits down with Jeff Wiguna to talk about his outdoor-inspired pour over coffee company. Jeff provides some serious insight into developing brand equity to...2022-11-0229 min
Accountfully ChatSteve Richo and Mark O'Shea • Noise New MediaNoise New Media launched back in 2008, when MySpace ruled the social media scene and iTunes and old school record stores coexisted. Talented musician and marketing whizz, Mark O'Shea and IT tech pro Steve Richo decided to enter the world of musician marketing and the Nashville based company was born. Almost fifteen years later, they have changed their business focus and pricing model, added a new location, survived and thrived through the economic slump of 2008, a pandemic, and are entering a world of growth and profitability. We chatted with Team Noise New, and learned how outsourced accounting and a...2022-10-2727 min
The Month End PodcastEpisode 25: Adam Kost • Country LuauThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique background in a casual, conversational tone.• • •In episode twenty five, Accountfully's CEO and Partner, Brad Ebenhoeh, sits down with Adam Kost of Country Luau to talk about his line of hard seltzers inspired by the laid back vibes of Texas...2022-09-3026 min
The Month End PodcastEpisode 24: Craig "Lewie" Lewis • Flyers Cocktail Co.The Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique background in a casual, conversational tone.• • •In episode twenty four, Accountfully's CEO and Partner, Brad Ebenhoeh, sits down with Craig Lewis, aka “Lewie” of Flyers Cocktail Co. to talk about his award winning CBD-infused cocktail line. The company was founded in...2022-08-3031 min
The Month End PodcastEpisode 23: Grant Christopher • Bridge Finance GroupThe Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique background in a casual, conversational tone.• • •In episode twenty three, Accountfully's CEO and Partner, Brad Ebenhoeh, sits down with Grant Christopher of Bridge Finance Group to talk about financing for early-stage, high growth CPG companies. The company w...2022-07-2629 min