Shows
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)Plan, Prepare, Succeed: Succession Planning and Building Business Systems with Julee YokoyamaAlyssa Lang interviews Julee Yokoyama, the owner and founder of Project C.Y.A.™, and they dive deep into preparing your business for just in case something happens to you and the importance of prioritizing systems and your team to make it happen.In this episode you’ll hear:What succession planning and risk assessing is and how you should apply it to your businessHow to pick the right experts to help you legally and logistically to help role out your planHow to inform your clients that you have a plan in placeHow to gath...2023-12-1252 min
Keep What You EarnAsset vs. Expense: What's The Difference?In this podcast episode, we delve into a rarely explored yet highly significant query, with the intention of offering business proprietors an all-encompassing insight into their expenditure choices. Frequently, business owners lean towards the deduction of an entire expense within a single fiscal year. Nevertheless, it's imperative to recognize that when a specific purchase can be classified as an asset, the prospect of extending the expense over several years emerges as a feasible alternative. This strategy can effectively diminish your tax obligations gradually. By thoughtfully contemplating the categorization of your expenses, yo...2023-10-3011 minKeep What You EarnAsset vs. Expense: What's The Difference?In this podcast episode, we delve into a rarely explored yet highly significant query, with the intention of offering business proprietors an all-encompassing insight into their expenditure choices. Frequently, business owners lean towards the deduction of an entire expense within a single fiscal year. Nevertheless, it's imperative to recognize that when a specific purchase can be classified as an asset, the prospect of extending the expense over several years emerges as a feasible alternative. This strategy can effectively diminish your tax obligations gradually. By thoughtfully contemplating the categorization of your expenses, yo...2023-10-3011 minKeep What You EarnHow to Introduce Your Kids to MoneyYou can teach your kids about money without being a master at it yourself. All you need to do is include them in the process and bring them along. In today's episode I share how you can start to include your kids in more money decisions and get them exposed so they can build their own, more positive, money story. What you'll hear in this episode: [2:34] How to involve your child in the buying process [7:11] Teaching the function and purpose of budgeting [10:40] The importance of being a smart borrower2023-10-2716 minKeep What You EarnHow to Introduce Your Kids to MoneyYou can teach your kids about money without being a master at it yourself. All you need to do is include them in the process and bring them along. In today's episode I share how you can start to include your kids in more money decisions and get them exposed so they can build their own, more positive, money story. What you'll hear in this episode: [2:34] How to involve your child in the buying process [7:11] Teaching the function and purpose of budgeting [10:40] The importance of being a smart borrower2023-10-2716 min
Systematic LeaderPlanning for the Unthinkable with Julee YokoyamaIn this interview, you’ll learn why proactive planning is so important. Julee Yokoyama is a Succession Planner for business owners. One of my favorite parts of the interview she explains why people are afraid to plan for what happens if they die or get sick and what people need to do in their absence.
Highlights from the interview:
How she dealt with the passing of her grandfather and how it encouraged to go into succession planning.Why she become such a keen observer of the world around her.Her family’s lack of planning shaped how...2023-10-2448 minSystematic LeaderPlanning for the Unthinkable with Julee YokoyamaIn this interview, you’ll learn why proactive planning is so important. Julee Yokoyama is a Succession Planner for business owners. One of my favorite parts of the interview is that she explains why people are afraid to plan for what happens if they die or get sick and what people need to support their loved ones.
Highlights from the interview:
How she dealt with the passing of her grandfather and how it encouraged to go into succession planning.Why she become such a keen observer of the world around her.Her family’s lack of plan...2023-10-2448 minKeep What You EarnBuild Systems to Build Wealth with Justin GreenYou've probably heard tons of advice on how you can build wealth and are probably feeling overwhelmed with the amount of advice out there. As with most things, when you can come back to the basics and keep things simple, you can succeed. It's about getting wealthy, not just rich. Justin Green is a Certified Financial Planner and the founder of Assist FP, an independent fee-only financial planning firm that helps online business owners bridge the gap between their business and building personal wealth. Justin was recently recognized by Investopedia as a 2023 top 100 advisor. 2023-10-2439 minKeep What You EarnBuild Systems to Build Wealth with Justin GreenYou've probably heard tons of advice on how you can build wealth and are probably feeling overwhelmed with the amount of advice out there. As with most things, when you can come back to the basics and keep things simple, you can succeed. It's about getting wealthy, not just rich. Justin Green is a Certified Financial Planner and the founder of Assist FP, an independent fee-only financial planning firm that helps online business owners bridge the gap between their business and building personal wealth. Justin was recently recognized by Investopedia as a 2023 top 100 advisor. 2023-10-2439 minKeep What You EarnHow to Build a Sellable Business with Arthur PetropoulosPositioning your business to be sellable should always be the gal, even if you have no plans to sell. In today's episode we discuss what makes a business appealing to a buyer, and thus more valuable, along with the common mistakes and pitfalls business owners make on their journey to exiting their business. We also cover mergers vs. acquisitions and when you should be considering all of these options. Arthur Petropoulos founded Hill View Partners in 2016 after a successful tenure on Wall Street as an Investment Banker, Private Equity Investor, and Head of M...2023-10-0936 minKeep What You EarnHow to Build a Sellable Business with Arthur PetropoulosPositioning your business to be sellable should always be the gal, even if you have no plans to sell. In today's episode we discuss what makes a business appealing to a buyer, and thus more valuable, along with the common mistakes and pitfalls business owners make on their journey to exiting their business. We also cover mergers vs. acquisitions and when you should be considering all of these options. Arthur Petropoulos founded Hill View Partners in 2016 after a successful tenure on Wall Street as an Investment Banker, Private Equity Investor, and Head of M...2023-10-0936 minKeep What You EarnHow to Pour Money Into Your BusinessHave you ever wondered how to actually fund money into your business bank account? Wondered if you have to pay taxes when you put this money in? In today's short episode, I answer these questions directly and guide you on how this works in your books too. What you'll hear in this episode: [1:07] How do I put more money into my business? [2:26] Ways to do this so you don't pay extra taxes on the money you inject personally back into the business. If you like this episode, ch...2023-10-0206 minKeep What You EarnHow to Pour Money Into Your BusinessHave you ever wondered how to actually fund money into your business bank account? Wondered if you have to pay taxes when you put this money in? In today's short episode, I answer these questions directly and guide you on how this works in your books too. What you'll hear in this episode: [1:07] How do I put more money into my business? [2:26] Ways to do this so you don't pay extra taxes on the money you inject personally back into the business. If you like this episode, ch...2023-10-0206 minKeep What You EarnBuilding a Successful Continuity Plan with Julee YokoyamaI hope you're ready for an enlightening conversation about planning and organizing your business, especially when it comes to preparing for your future or unexpected events. What you’ll hear in this episode: [0:50] Introduction to Julee [2:54] What is succession and continuity planning? [6:52] Creating and setting up a delegation playbook and how that works with succession and continuity planning. [12:00] Creating an organization chart and discussing expenses. [14:53] The importance of documentation. [23:59] Does a solopreneur need to create a succession plan? ...2023-09-0535 minKeep What You EarnBuilding a Successful Continuity Plan with Julee YokoyamaI hope you're ready for an enlightening conversation about planning and organizing your business, especially when it comes to preparing for your future or unexpected events. What you’ll hear in this episode: [0:50] Introduction to Julee [2:54] What is succession and continuity planning? [6:52] Creating and setting up a delegation playbook and how that works with succession and continuity planning. [12:00] Creating an organization chart and discussing expenses. [14:53] The importance of documentation. [23:59] Does a solopreneur need to create a succession plan? ...2023-09-0535 min
Project C.Y.A.7.The Influence of Your Core Values in Building A Resilient Business IdentityIn part 3 of creating effective business statements, we explore the significance of value statements, their role as guiding lights, and how they intertwine with your mission and vision. You'll learn the power of core values and their profound impact on strategic decision-making, branding, and the long-lasting legacy you leave behind.Topics Discussed in This Episode- Understanding the Vital Role of Value Statements - Decoding the Road Trip Analogy: Mission, Vision, and Values - Value Statements in Action: From Team Management to Marketing- Crafting a Principle Phrase: Y...2023-08-1623 minProject C.Y.A.6. Crafting Your Business Legacy: How Vision Statements Shape Your Succession PlanHere's Part 2 of crafting impactful mission, vision, and values statements for your business. In this episode, we explore the power of crafting a compelling vision statement for your business. Your vision is like the destination you set on your GPS before starting a road trip – it's the clear picture of where you want to take your business in the future. Don't be afraid to dream big and aim for ambitious goals – your vision should be something bigger than yourself, inspiring and outliving you.Topics discussed in this episode:- The si...2023-08-0921 minProject C.Y.A.5. Mission Possible: Crafting Statements for Business SuccessI'm thrilled to kick off this exciting three-part series with you, where we'll explore the cornerstones of every successful business: the mission, vision, and values. Join me as we explore the significance of these statements and how they influence delegation and succession planning, offering valuable guidance for business owners and entrepreneurs out there.Topics discussed in this episode:Understanding the Basics: Let's start by understanding the importance of mission, vision, and values as the very foundation of a business. I'll provide clarity on what your business does, its...2023-08-0211 minProject C.Y.A.4. Succession Planning - The Ultimate Delegation Playbook for Your BusinessAs a small business operations consultant with years of experience, I can't stress enough how vital it is to have a solid succession plan in place.Succession planning is not just about retirement or selling your business; it's a versatile strategy that covers a wide range of scenarios. Whether you're planning for a temporary absence, like a well-deserved vacation, or contemplating long-term changes, such as retirement or possible incapacitation, having a well-defined succession plan is key.During our conversation, I'll guide you through the process of simplifying succession planning by focusing on delegation strategies. By...2023-06-2909 minProject C.Y.A.3. Which Risk Response Plan is Best For You? A Guide for BeginnersIn this episode, I'll guide you through the different types of response plans and highlight their varying effectiveness in addressing risks. We'll explore the nuances of prevention planning, contingency planning, and continuity planning, uncovering how each approach can contribute to mitigating uncertainties and maintaining business operations. I'll also shed light on the power of succession planning, an incredibly versatile tool that's value extends beyond what you might think. With succession planning, you can protect your business, secure its future, and navigate unexpected scenarios with confidence.PS: In Ep.2, we explored risk identification and evaluation, laying the g...2023-06-1425 minProject C.Y.A.2. How to Proactively Assess Your Risk and OpportunityHave you ever felt like you were treading water in your business, barely able to catch a breath before the next wave hit you?In this episode, we're diving into the fundamentals of risk assessment and opportunity evaluation, and how to plan your response effectively.I address three everyday struggles faced by entrepreneurs: Lack of Visionary Perspective - You can gain clarity amidst the chaos by making time for strategic thinking and evaluating your business from a higher perspective. Get on board with "visionary airlines" and soar above the challenges. ✈️Wea...2023-06-0520 minProject C.Y.A.1. Why Successful Entrepreneurs Manage RiskProactive risk management strategies can shift your mindset, empower your decision-making, and lead you to greater business success. The entry bar to start a business is lower than ever before, and many entrepreneurs don't have a formal business background.As businesses evolve and become more complex, risk management becomes increasingly important in areas such as team management, payroll, insurance, and new service lines. Ultimately, you need to make time to manage risk for greater peace of mind, operational efficiency, and business growth.Quotes:"How you treat some things in...2023-05-2421 minProject C.Y.A.TrailerWelcome to the Project C.Y.A. podcast, a show for service-based entrepreneurs to explore the intersection of risk and uncertainty in their business and personal life. _____________________________________________________________Hi Friend! I'm Julee Yokoyama and I help service-based entrepreneurs organize and protect their operations, and themselves, for more peace of mind, operational efficiency, and business growth. 15 years of experience has shown me many ways that "winging it" won't get you far in business or life. It's understanding how to assess risk, effectively plan, and have tough conversations BEFORE a crisis that we can experience m...2023-04-1703 min
WĀ-HINEContinuity Plan for Small Business: Crash or Soar | Ep 76 Today on the podcast, I talk with Julee Yokoyama.Julee helps people with their CYA plan. That’s short for Cover Your Ass. 😂Because when sh*t hits the fan and you (for whatever reason) are unable to be present in your business,Who will figure out where to find the flipping passwords?How do they know what payments need to be done NOW or can be expected to come in? Should they cancel any subscriptions? Because surely there are subscriptions!? And what suppliers or clients need to get an urgent phone call to share...2023-02-1450 min
The Ambitious Bookkeeper Podcast77 ⎸ What happens to your business if something happens to you? With Julee YokoyamaSend us a textIn this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “if something happens to me, what happens to my business?”In this episode you’ll hear:the difference between contingency planning & succession planningwhy both are still crucial for solo-business ownerswhat types of events you can plan forAbout our guest:Julee Yokoyama is a small business operations consultant. She’s a strategi...2022-12-0751 min