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Lindsay Kline
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Turn Downtime Into Storytime With Full Audiobook
Burn: The Burn Boot Camp 5-Step Strategy for Inner and Outer Strength Audiobook by Devan Kline
Listen to this audiobook in full for free onhttps://hotaudiobook.com/freeID: 716269 Title: Burn: The Burn Boot Camp 5-Step Strategy for Inner and Outer Strength Author: Devan Kline, Morgan Kline Narrator: Devan Kline, Morgan Kline Format: Unabridged Length: 06:29:00 Language: English Release date: 06-18-24 Publisher: Hachette Book Group USA Genres: Self Development, Health & Wellness, Fitness, Mental Health Summary: The founders of Burn Boot Camp offer a healthy lifestyle plan for people who struggle with their self-improvement—featuring 12 exclusive workouts and 50 recipes you can make in 10 minutes or less. How would you like to create a life you love? As the Vis...
2024-06-18
6h 29
Fearless Female Leadership Podcast with Sheryl Kline, M.A. CHPC
How to Build Authentic Trust and Boost Your Bottom Line - an Interview with Lindsay Jensen
http://www.sherylkline.com/blogI had the great fortune of speaking with Lindsay Jensen, Senior Director of Strategy and Growth at Impartner, on How to Build Authentic Trust and Boost Your Bottom Line.In this insightful conversation, Lindsay shares her personal journey and professional insights on building authentic relationships in the technology industry. Overcoming early life challenges, Lindsay learned the value of authenticity from her mother's example. She discusses the delicate balance between motherhood and career, the long-term approach to sales through trust and empathy, and the power of mentoring in empowering...
2024-05-29
30 min
Dear FoundHer...
From a Parking Lot and $600 to 85,000 Members, 115 Locations and $210MM per Year, with Morgan Kline, Founder of Burn Bootcamp
Learn how a $600 investment and classes in a parking lot turned into a fitness empire with a heart! Join Morgan Kline, co-founder and CEO of Burn Bootcamp to share her family’s journey from a modest beginning to spearheading a fitness franchise with over 350 locations and projected revenues of $210 million.Morgan dives into the nuances of founding and growing a fitness franchise. She stresses the importance of adhering to core values and the company mission, especially when scaling up. Her approach includes nurturing a culture and partnering with franchisees who truly resonate with the brand ethos. Mor...
2024-02-01
41 min
By the Books
Effective Communication
CPA's are usually known for their ability with numbers, not their communication skills. So how can you set yourself apart from the crowd and master some basic skills in communication that will help you stand out?In this episode of By the Books, Jeffrey and Lindsay talk about their secrets to being able to communicate and why it has been such a huge selling point for them. They discuss why it's crucial to know your audience, how you can effectively listen, why knowing personality types can benefit you, plus so much more.To connect with...
2024-01-04
55 min
By the Books
An Inside Look Into Building A Winning Partnership Strategy
See a need. Fill a need. It's the ultimate rule to building a business, and it's also a great rule for continuing to expand an already successful business. In this episode of By the Books, Jeffrey and Lindsay are back to discuss lots of new changes at Sakline Bookkeeping and why they're so excited.They also talk about the new offers they have put together that will help CPAs offer bookkeeping as a service to their clients, and how this new offering came to be. They give an inside look into the thought process of having a...
2023-12-07
46 min
By the Books
Navigating the Complexities of Tax Prep and Practice Management
Not all CPAs are created equal, and it's essential to know when you're choosing the right one for your company.So, how do you know what's right for you?On this episode of By the Books, Linday welcomes Tosin Omotayo, Founder of Omotayo CPA, to talk about why CPAs are different and why businesses need to understand what exactly they need before hiring anyone with a CPA label.They also talk about the importance of careful client selection and determining if their situation indeed requires our services. They share insights and recommendations on...
2023-11-02
1h 00
By the Books
Decoding Entity Types and Taxation: A Guide for Small Business Owners
C-Corp, S-Corp, LLC, what should your business be classified as, and what are the potential liability issues by not being within the right classification?In this episode of By the Books, Jeffrey and Lindsay welcome Steve Nay of Daybreak Tax to talk about the world of business entities and taxation and tackle the complexities and challenges faced by small business owners. They discuss why your company's name may not be protected, the difficulties in finding knowledgeable accountants, why so many businesses leave themselves open for potential liability, and the benefits and pitfalls of different entity...
2023-10-05
41 min
By the Books
What You Need To Know About Changes in Credit Card Processing Fees (Before You Get Fined)
Credit card processing fees can add up quickly for businesses, and often, the solution is passing those fees on to the customers. However, credit card companies like VISA are putting a foot down on what merchants can and can't charge their customers.Trey Rush, Small Business Advocate and Independent Agent and Owner of PayTech Plus, joins Lindsay and Jeffrey in the studio to discuss these new changes, and what every business owner needs to know before processing another payment via credit or debit card.Trey talks about why these new changes may land them in...
2023-09-07
44 min
By the Books
QuickBooks Desktop vs. Online: Understanding the Key Differences and Migration Considerations
Is it time to finally migrate from QuickBooks Desktop to an online version?Many business owners know they need to make the switch but are avoiding the inevitable because it feels like an overwhelming process. However, thanks to experts like Brad White of Varc Solutions, you can easily navigate the different challenges that may come up with the data conversion and migration. In this episode, Brad joins Lindsay and Jeffery to talk about some of the biggest questions clients have when it comes to this transition and what you need to consider before jumping in.
2023-08-03
40 min
By the Books
How To Set Up Your Business For Success
As you evolve in your business, it’s common to find that your clientele will evolve right with you.In this episode of By The Books, Lindsay and Jeffrey discuss why setting minimums and parameters around the clientele you accept is so important.They also talk about payroll and why this isn’t something a business should try to do by themselves, especially when dealing with remote employees. Keeping up with state employment laws can be a job in and of itself (and it’s exactly what payroll experts do).They also talk about...
2023-07-06
47 min
By the Books
Are You a Transactional Networker?
Do you network with the sole purpose of getting leads?When it comes to networking, yes, there's definitely a purpose behind it of building your business. However, there are those who network with the thought of actually building relationships that then move into leads. Then there are those who strictly network for the sole purpose of getting a transaction.Jeffrey and Lindsay discuss the difference between transactional networkers and those who actually work to build a relationship, and why the later is so much more important. They also share some stories of transactional networkers they've...
2023-06-01
46 min
By the Books
How To Find the Hire the Right Professional for Your Business
When it comes to hiring professional teams for your business, how do you know which ones are the best fit?In this episode of By the Books, Lindsay welcomes her new co-host and long-time friend, Jeffrey Gonzales to the podcast, and they discuss everything you need to know about hiring the right people for your business.When it comes to industries like bookkeeping and CPA's, you can get so many different answers to the same question, that it's important you interview the right amount of people and look for the answers that best align with...
2023-05-04
57 min
By the Books
Small Businesses and the IRS - What to Know About IRS Audits
Getting a letter from the IRS can be a business owner’s worst nightmare. And as much as you would love the situation just to go away, the absolute worst thing you can do is to tuck it away in a drawer and hope they will go away. In today's episode of By the Books, Lindsay welcomes Tax Attorney Keith Cothroll. Keith is the guy you hope you never have to call, but someone you want on your side if you should ever need him.Keith talks about some of the biggest mistakes business owners ma...
2023-04-06
38 min
By the Books
When Is The Right Time To Switch To An S-Corp?
Business owners often hear they should switch from a Schedule C (or Partnership) to an S-Corp, but when is the perfect time to do so?In this episode of By the Books, Lindsay Kline is joined by Robert McBride of RAM CPA, PLLC to discuss the concept of switching from being taxed as a sole proprietorship to an S-corp for small business owners. Rob explains how his experience in the Army made him realize the importance of paying the right amount of taxes. He reveals the key differences between being a Schedule C or S-Corp...
2023-03-02
45 min
By the Books
What You Need To Know Before Buying a Business
It's the dream of many to be able to buy a business and live the American Dream. Or one growth strategy for many business owners is to grow through acquisitions. However, as great as buying another business may seem, there's a lot of due diligence that must happen in order to ensure you're stepping into the right deal. In this episode of By the Books, Lindsay is joined, once again by Alex Vantarakis, founder of The Vant Group. The Vant Group is a premier boutique investment bank for entrepreneurs. that specializes in providing Merger & Acquisition (M&A...
2023-02-02
35 min
By the Books
How To Get Your Business Ready to Sell
If you're thinking about selling your business, do you know what makes it attractive to buyers?Even though you may not be thinking about selling your business, getting it seller ready should be a goal you're working towards.In this episode of By the Books, Lindsay is joined by Alex Vantarakis, founder of The Vant Group. The Vant Group is a premier boutique investment bank for entrepreneurs. that specializes in providing Merger & Acquisition (M&A) services for both sell-side and buy-side clients, Debt Raise services (Debt financing), Valuations, Strategic Planning, and Financial Advisory services.
2023-01-05
48 min
By the Books
Who Should You Hire When Handling Your Company's Finances?
Do you love handling all of the finances in your business, including filing taxes?If you’re like most business owners, the answer is no. However, who do you hire to help handle all of the numbers? There are many options out there, but do you know the difference between a bookkeeper, accountant, CPA, and an enrolled agent?The definitions can get murky on who handles what, but in this episode of By the Books, Lindsay welcomes guest, Ryan Roodenburg, and they break down the difference between all of them.Lindsay also talks ab...
2022-12-01
49 min
By the Books
Using Open Book Management to Build Trust in Your Organization
In the age of the great resignation and quiet quitting, it’s important for businesses to find ways to engage employees and make them feel that they’re more part of a company than just an employee.In this episode of By the Books, Lindsay is joined by Chris McKee, President at Venturity Financial Planners to discuss how implementing an Open Book Management System has changed his business and why other businesses should consider the same thing.Often times companies don’t feel comfortable opening their books to those that work for them. However, by being...
2022-11-03
43 min
By the Books
Everything You Need to Know About Excise Tax
Are you leaving money on the table by not paying attention to what you've overpaid in excise taxes?As a business owner do you even know what an excise tax is, and how it affects you?If the answer is no, you're not alone. In fact, many business owners pay this tax and never realize there are exceptions to what should be paid to the IRS. Therefore, they end up leaving a lot of money on the table.This is where Dell James comes in, President of TiP Excise, LLC. Dell specializes in...
2022-10-06
31 min
By the Books
What Makes a Great Salesperson
The role of a salesperson goes far beyond an initial conversation and the actual sale of a product or service. Sales can continue far past the sale, and it can be a mix within customer service.In today's episode of Beyond the Books, Lindsay is joined by her friend Jeffrey Gonzalez to talk about sales, and what can make or break a great sales experience. She gives an example of what not to do, and how a business/customer relationship can turn sour quickly.They also talk about why it's important to do your due...
2022-09-01
47 min
By the Books
Why You Shouldn't Mix Business and Personal Funds
Do you keep your business and personal funds in the same account? If the answer is yes, you're making a move that may cause you many potential headaches in the future.In this episode of By the Books, Lindsay is joined by Ryan Roodenberg again to talk about the dangers of mixing your personal and business funds. Not only does this become an issue should you be audited by the IRS, but it also can end up losing you a lot of money because you're not able to write off every true business expense. It...
2022-08-04
44 min
By the Books
How To Avoid Working With Difficult Clients
As a business owner have you found that all money is not good money?It’s a lesson that many entrepreneurs need to learn the hard way, which is there's no money in the world that makes working with. bad client worth it. At first, the money may seem worth it, but you quickly find that its just not the case.So how do you determine who your best clients are, and how can you use that information in the hiring process? Plus what happens when you discover you’re working with a not-so-ideal client, and...
2022-07-07
59 min
By the Books
Savings Opportunities Through Solar Energy
If you’ve thought about solar panels for your home, you may have been in shock over the price. Yes, you can save money on your energy bill, but usually, the costs far outweigh the savings.What if there was a way where you could get the IRS to pay for your solar panels?Although it may seem too good to be true, it’s actually legit, legal, and easy for anyone to take advantage of. Andy Christensen is the Business Developer and Project Manager for Solar2sk, and he joins Lindsay in this episode of B...
2022-06-30
35 min
By the Books
Grit - Can You Get It If You Don't Have It?
If you're not naturally prone to have grit, is it a trait you can cultivate?To dive even deeper, what is grit, is it a personality trait, is it learned, is it genetics. There are so many questions about this simple word, but it's something that Lindsay and Jeffrey tackle in this episode of By The Books. The discussion revolves around Grit, and how much easier it can be to have it when it's a short-term thing (i.e. childbirth) vs. a long-term thing, like a four-year college degree.They even take a Grit Quiz...
2022-06-23
58 min
By the Books
Does a Work/Life Balance Exist as an Entrepreneur?
After his first marriage didn’t up the way he had hoped, Ken Wimberley made it his mission to continue to follow his passions as an entrepreneur, but also maintain a balance with his family. He didn’t want to look up one day, and although be making billions, not have a family that the was connected to.In this episode of By the Books, Ken joins Lindsay to talk about the elusive work/life balance, and how he’s been able to find it. They also talk about entrepreneurship, and how they’ve gotten through the harder t...
2022-06-16
35 min
By the Books
The Importance of Integrity in Sales
Do you treat your customers how they want to be treated, or do you simply treat them like a dollar sign?In today’s episode of By the Books, Lindsay is joined again by Ryan Roodenburg, Your Health Advisor, a Field Training Agent for USHealth Advisors.They discuss sales, and Lindsay shares her very sub-par experience with buying a new car. Yes, we’ve all come to dread the car buying experience, but why is that? Ryan shares why it doesn’t have to be that way, and how companies like Tesla stand out from the re...
2022-06-09
44 min
By the Books
Developing Teams and Creating A Positive Culture
Running and building a business team can be extremely frustrating and many times owners and managers put the blame on others when the finger can easily be pointed back at them.Zach Pritchard of All Around Coaching joins Lindsay on this episode of By the Books Podcast to discuss his journey and how he decided to help frustrated owners and managers develop their teams and create an incredible culture by helping others to realize and perform to their potential.They discuss how just learning to understand your own communication style can have a huge impact...
2022-06-02
36 min
By the Books
How To Attract and Retain Great Employees
If there's one thing most business owners can agree on right now, it's the difficulty of finding great employees. With the unemployment rate at all-time lows, and more and more people leaving jobs to follow their passions, businesses are finding it hard to keep the right talent.So as a business owner, how can you make sure you're not only hiring the right people but ensuring they stay?In this episode of By The Books, Lindsay is joined again by Benjamin Gerald, Principal at Audio Financial Group, to talk about how you can make sure...
2022-05-26
34 min
By the Books
The Importance of an Abundance Mindset for Entrepreneurs
How important is an abundance mindset to building a business? The answer may surprise you, but it’s an essential concept that not many business owners really embrace.In today’s episode of By the Books, Lindsay is joined by Ryan Roodenburg, Your Health Advisor, a Field Training Agent for USHealth Advisors.Ryan and Lindsay talk about networking, and why it’s so important for both of their businesses. Plus they talk about how having an abundance mindset was a complete game-changer for both of them.If you’d like to connect with Ryan or...
2022-05-19
31 min
By the Books
What You Need to Know Before Entering Into a Business Partnership
Would you step into a marriage before having discussions about important topics like values and money?It seems like a silly question, yet one that many business owners never consider before they enter into a business partnership. What many don’t realize is that entering into a business partnership is very similar to entering into a marriage, and many of these important discussions never happen until it’s much too late. In this episode of By the Books, Lindsay is joined again by Jeffrey Gonzales, Business Development Manager at Payentry, to talk about all the thin...
2022-05-12
35 min
By the Books
How Businesses Can Reduce Their Taxes
We all know that we can’t get out of paying taxes, but one of the benefits of being a business owner is the opportunity to lower the taxes you owe. However, how can you make sure that you’re taking advantage of all of the possible deductions without raising a red flag?In this episode of Beyond the Books, Lindsay is joined by Susan Bryant, Principal, Tax Strategist, Business Advisor, and Process Architect at the MB Group. Susan discusses why it’s so important for business owners to work with their accountants to help find ta...
2022-05-05
43 min
By the Books
Creating Your Exit Plan
Even though you think there’s a really good possibility you want to keep your business forever, the reality is, there will be a point where you will need to exit.In this episode of Beyond the Books, Lindsay is joined by Benjamin Gerald, Principal at Audio Financial Group to talk about exit strategies, and what business owners should consider long before they ever get ready to sell.There are so many different scenarios to consider, and planning earlier than later, can set you up for long-term success. Do you have a board of...
2022-04-28
46 min
By the Books
The Entrepreneurial Mindset
Many people think starting and building a business is easy. However, when you start to get into the thick of things, it quickly becomes apparent that it's not an easy road.And honestly, anything worth doing comes with struggles, so focusing your mindset on growth is one of the best ways to overcome the challenges as they arise.In the episode of By The Books, Lindsay is joined by Jeffrey Gonzales, Business Development Manager at Payentry, to discuss some of the most important aspects of mindsets that entrepreneurs need to know.To connect...
2022-04-21
55 min
By the Books
How To Protect Your Businesses' Largest Investment
Whether you're leasing or purchasing, real estate is one of the largest line items for any business. However, many times business owners don't do their due diligence before purchasing or signing their lease.Rosanna 'RoRo' Hudson of NU Star Real Estate Strategies joins Lindsay on this episode to talk all things commercial real estate. She talks about some of the biggest mistakes business owners make, and why it's so important to have proper representation before moving forward with any real estate transaction.Plus it's not just landlords or sellers that you have to watch out...
2022-04-14
41 min
By the Books
Using Cybersecurity to Keep Hackers Away
Many businesses fall under the assumption that since they're small, or because they don't deal with a whole lot of client data, they're immune to potential cyber-attacks.Hacking is a $3.5 Billion Dollar industry in the United States alone and over $6 Trillion worldwide. Their job is to find vulnerabilities and then hold your data hostage. It may be worth a few thousand or several million to them, but the fact is they're looking and you could be at risk.In this episode of By the Books, Lindsay welcomes Managing Director of Cyberware AI, Jon Poteet. Jon...
2022-04-07
37 min
By the Books
1099K Forms: Tackling the Confusion
In true IRS form, they are on a mission to try to collect more tax revenue. Part of that revenue comes in the form of the payments we, as a society, have grown to love because of the convenience. Those payments include things like Venmo, Cash App, Paypal, etc. The requirement for a 1099K to be sent is when payments of $600 are received. So what happens when you go on a vacation, and your friend pays you $750 via Venmo for their portion of the AirBnB? Are you required to report that income?It's about to...
2022-03-31
37 min
By the Books
Why Your Business Needs A Content Strategy
Whether it's you being the face and voice of your business, or hiring a team to help, your business needs a content strategy. Content is one of the easiest ways to build a know, like, and trust relationship with potential clients, help your business get discovered, and help customers quickly determine whether or not they want to work with you.Even though every company should have a content strategy, it doesn't mean that they do.In this episode of By the Books, Lindsay sits down with Erin Gregor, Co-Founder of Innovation Media Enterprises, a podcast...
2022-03-24
32 min
By the Books
Working Through the Confusion of 1099s
Lindsay Kline is joined by friend of the show Jeffrey Gonzales to discuss what can be a most confusing topic - 1099s. They break down the different types of 1099s and how they could impact your business. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Jeffrey: jgonzales@payentry.com / 214-551-4650
2022-03-17
41 min
By the Books
Finding Customers
Lindsay Kline is joined by the Payroll Guru, Jeffrey Gonzales, to share tips on how to make yourself a person that other people want to work with. And since Lindsay and Jeffrey are together again, craziness ensues! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Jeffrey: jgonzales@payentry.com / 214-551-4650
2022-03-10
45 min
By the Books
Getting Out of Trouble with the IRS
You just got a letter in the mail from the IRS. You have two options - 1. freak out or 2. take the advice given in the episode. Lindsay Kline is joined by John DiLucci to let you know what you can do after the IRS comes after you. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact John: dilucci.com / call 844-STOPIRS
2022-03-03
30 min
By the Books
Life and Death of IRS Tax Penalties
This episode could be a lifesaver. Lindsay Kline is joined by Charles Read, who shares his best tips and tricks to avoiding IRS tax penalties. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Charles: cjr@getpayroll.com / 972-353-0000 / getpayroll.com Get Charles's FREE book!
2022-02-24
28 min
By the Books
How to Audit Your Own Books
Do you know how to check your own books for potential problems? Lindsay Kline and Kris Gross walk you through, step-by-step, on how to audit your business to make sure you are avoiding all unnecessary risks! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2022-02-17
30 min
By the Books
The Balance Sheet: The Most Important Financial Statement
Lindsay Kline and Kris Gross discuss the most valuable, yet most underestimated financial statement - the balance sheet. Lindsay and Kris let you know why the balance sheet MUST be a major focus for you and your business. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live Let Linsday and Kris teach you accounting with M&Ms!
2022-02-10
30 min
By the Books
Payroll Need-to-Knows
Who better to join Lindsay Kline for this conversation than the Payroll Guru himself, Jeffrey Gonzales! Jeffrey is here to help those who plan on handling payroll themselves - or help you understand why you need a payroll company. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Jeffrey: jgonzales@payentry.com / 214-551-4650
2022-02-03
30 min
By the Books
Emotional Intelligence
What makes good emotional intelligence? What IS emotional intellingence?Today Jeffrey Gonzales of Payentry joins Lindsay Kline of Sakline to talk about the importance of knowing your own emotional intelligence and recognizing it in others.Payentry is a comprehensive, cloud-based program incorporates Payroll, HR, Compliance, and Cash Flow solutions into a comprehensive online payroll software.Payentry offers technology that makes payroll services simple– a powerful processing engine, and the most intuitive workflow and user experience.Contact Lindsay: info@sakline.com / 214-785-8489 (Dal...
2022-01-27
53 min
By the Books
Shopping Merchant Companies
If you own a small business and you accept credit card and/or ACH payments, you probably know how complicated the world of merchant services can be. Today's guest on By the Books with Lindsay Kline is Trey Rush. Trey is with PayTechPlus. PayTechPlus is an Independent Payment Technology Company. They partner directly with small business owners to provide solutions for taking payments and increasing profits by reducing operation expenses such as energy and payroll cost.He gives great advice on shopping for...
2022-01-20
34 min
By the Books
Making and Keeping Commitments
Jeffrey Gonzales --The Human Capital Management Guru at Pay Entry--listens as Lindsay Kline tells her story of a day full of broken commitments.Together they discuss the importance of keeping your commitments to others. When you fail to keep a commitment, you are basically telling your client that they don't matter much to you.Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2022-01-13
51 min
By the Books
Using Humor in Sales
Sales are essential to any business. At some point we are all in sales.In this episode: Jason Liu--Master Electrician has worked on his approach to sales every day and shares some of the things he's learned.Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2022-01-06
40 min
By the Books
How to Stay Out of Trouble with the IRS
There are plenty of resources out there to help you if you get in trouble with the IRS. But doesn't it sound better to never get to that point in the first place? John DiLucci joins Lindsay Kline to share his tips on how to stay out of trouble with the IRS. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact John: dilucci.com / call 844-STOPIRS
2021-12-30
30 min
By the Books
The Billion Dollar Tax Credit No One Knows About
Lindsay Kline is joined by Jeffrey Gonzales, aka the Payroll Guru, to break down the WOTC (Work Opportunity Tax Credit) - and what it means for your business. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Jeffrey: jgonzales@payentry.com / 214-551-4650
2021-12-23
30 min
By the Books
Learning Accounting with M&Ms
Accounting is hard to understand, especially when dealing with debits and credits. Well no worries here! Lindsay Kline busts out the M&Ms to teach accounting in the most creative (and delcious!) way. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-12-16
30 min
By the Books
Changes to the ERTC
A bill signed last month has made big changes to the ERTC (Employee Retention Tax Credit). Lindsay Kline and Jeffrey Gonzales dive into what all business owners need to know about these changes. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Jeffrey: jgonzales@payentry.com / 214-551-4650
2021-12-09
30 min
By the Books
What Business Owners Need to Know about Life Insurance
Attention business owners! What happens to your business if something happens to YOU? Lindsay Kline is joined by Jason Bardin to help unpack what all business owners need to know about life insurance. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Jason: jasonmbardin@gmail.com
2021-12-02
30 min
By the Books
Professionalism Faux Pas
Lindsay Kline is joined by Kris Gross to share some of her most fiery email replies. Are they professionalism faux pas? You decide. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-11-25
30 min
By the Books
BONUS: Is it Sellable??
It is time for another By the Books game show! Host Kris Gross quizzes Lindsay Kline and Kirk Coyne on whether the presented business is sellable - and what you can learn from each scenario. Watch the video on YouTube Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kirk: 972-689-1981 / rmsadvisorygroup.com
2021-11-22
30 min
By the Books
Is Your Business Sellable?
Every beginning comes with an end - and that includes your business. Lindsay Kline is joined by Kirk Coyne to help make your business more sellable. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kirk: 972-689-1981 / rmsadvisorygroup.com
2021-11-18
30 min
By the Books
BONUS: Tax Feud
Lindsay Kline and Josh Dixon compete in latest Sakline game show: TAX FEUD! Host Kris Gross takes Lindsay and Josh through a competition to list the top three CRAZIEST items to be depreciated. Watch the video on YouTube Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Josh: 214-390-9711 / jdixoncpa.com Contact Kris: kris@friedonation.live / friedonation.live
2021-11-15
30 min
By the Books
Free Money from the Government
Depreciation can be confusing. Lindsay Kline is here to help! She's joined by Josh Dixon to help you understand what you need to know, and why he refers to depreciation as "free money from the government." Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Josh: 214-390-9711 / jdixoncpa.com
2021-11-11
30 min
By the Books
Putting Profit First
Today we're talking about one of your favorite words: profit. Lindsay Kline is joined by Jennifer Perez for a discussion on just that topic. They talk about what it means to be permanently profitable, and how to have a deeper awareness of expenses. Visit jenniferperez.net/sakline for a free assessment Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Jennifer: jennifer@jenniferperez.net / jenniferperez.net
2021-11-04
39 min
By the Books
Finding the Right Payroll Company
Lindsay Kline is joined by Jeffrey Gonzales, who brings his top five things to consider when choosing a payroll company Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Jeffrey: jgonzales@payentry.com Burning chips podcast and video Employee vs Contractor Is It a Contractor game show
2021-10-28
44 min
By the Books
BONUS: Burning Chips in the Name of Bookkeeping
Lindsay Kline and Kris Gross chase a rabbit trail from the last episode into something you can only get from By the Books: an experiment to see which chips burn the best. Watch the video on YouTube Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-10-25
16 min
By the Books
What You SHOULD Learn from this Business Owner’s Mistake
Lindsay Kline shares a client horror story where the business owner lost access to key parts of their business. Lindsay, joined by Kris Gross, shares tips on how you can avoid a similar situation - and how important it is to be truly PROFESSIONAL! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-10-21
38 min
By the Books
Meals and Entertainment
Are you sure the fun stuff you are planning on deducting can actually be deducted?? Lindsay Kline is joined by Robert Gralla (CPA, certified fraud examiner AND comedian) to dive into everything you need to know about meals and entertainment - and how the IRS makes it so hard to understand. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Robert: rgralla@robertgralla.com / 214-244-2535 / robertgralla.com
2021-10-14
36 min
Building the Premier Accounting Firm
Embracing Life’s Challenges w/ Lindsay Kline
We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade. We all have choices to make and opportunities to embrace. Listen as they cover what clients need to receive from us as bookkeeping experts to retain them. Also pay attention to the two sales tips. You don’t want to miss this gr...
2021-10-13
38 min
By the Books
How Businesses are Taxed
Lindsay Kline and Kris Gross discuss the different ways that business are taxed - and the pros and cons of each. Plus, it's time to meet Nemo and Dory, the official mascots of By the Books!! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-10-07
36 min
By the Books
What to Do When You Can’t Afford a Bookkeeper
Lindsay Kline and Kris Gross discuss what business owners NEED to do when they can’t afford, or don’t have, a bookkeeper. These tips from Lindsay (bookkeeper; owner and president of Sakline) are a must-listen for brand new business owners! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-09-30
24 min
By the Books
Network Like a CEO
Lindsay Kline is joined by Heidi Torres for a conversation that will help you improve at networking. They give advice for those who don't like (or even hate) networking, the key to networking for introverts, and Heidi gives her number one networking faux pas! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Heidi at hrheidi.com The CEOs of Networking: Connecting - Engaging - Opportunities to Serve by Heidi Torres Information on Heidi's book...
2021-09-23
20 min
By the Books
How to Negotiate Well
How confident would you be if serious negotiations were required for your next business venture? Lindsay Kline and Kris Gross share tips on how to be the best negotiator possible - and what to do when you come in caring the most. Plus, meet the brand new podcast mascots! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris and Friedo: kris@friedonation.live / friedonation.live Negotiation Genius
2021-09-16
38 min
By the Books
Employee Retention Credits
Is your business eligible for employee retention credits? Lindsay Kline is joined by Toby Haynes, owner of Payroll Vault Argyle, to dive deep on what can be a very confusing topic. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Toby: toby.haynes@payrollvault.com / 940-488-4895 / payrollvault.com/181
2021-09-09
24 min
By the Books
Creating Raving Fans
What does it take to create diehard, loyal fans of your business? And what can be done to turn raving fans into former customers rooting for your downfall? Lindsay Kline shares a recent personal story with Mark "Friedo" Friedman and Kris Gross to answer both of those questions! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris and Friedo: kris@friedonation.live / friedonation.live
2021-09-02
43 min
By the Books
Employee vs Contractor
What makes a worker an employee vs a contractor? Lindsay Kline (President of Sakline) is joined by Mallory Herrin (founder of HerrinHR) to break down the key differences between the two. And they explain how dangerous it could be to get this classification wrong. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Mallory: info@herrinhr.com / herrinhr.com
2021-08-26
33 min
By the Books
Is It a Contractor!!!
Welcome to the first ever By the Books game show, IS IT A CONTRACTOR! Host Kris Gross quizzes Lindsay Kline (President of Sakline) and Mallory Herrin (founder of HerrinHR) on whether a worker in hypothetical scenarios is more likely to be an employee or a contractor. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Mallory: info@herrinhr.com / herrinhr.com
2021-08-23
04 min
By the Books
Building Your Professional Value
When it's time to sell your house, you replace the leaky faucets and add new countertops to make the property appealing to potential buyers. In a similar way, there are values you can add to your character to make yourself more appealing to potential clients, employers or other business owners. Lindsay Kline and Kris Gross dive into how you can best build your professional value! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-08-19
31 min
By the Books
Blaming Your CPA?
Let's say your CPA or tax professional submits your tax return, and it's wrong. OOPS!! Under what circumstances can you blame them? Lindsay Kline and Kris Gross explain how it's not as easy as you might think. Plus, you DO NOT want to miss Lindsay's crazy story from Vegas... Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-08-12
39 min
By the Books
Presenting Your Business
Do you have a presentation coming up? Lindsay Kline and Kris Gross share their biggest dos and don'ts for when telling others about your business. You DO NOT want to miss what Lindsay calls "kryptonite" for any presentation. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-08-05
39 min
By the Books
Slay Your Day
Lindsay Kline is joined by Jennifer Loehding - a mindset coach, speaker, author, blogger and host of the Starter Girlz Podcast. Lindsay and Jennifer talk about how mastering your day can lead to long-term success. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Find out more about Jennifer at jenniferloehding.com
2021-07-29
21 min
By the Books
The Question That Set the CPA World on Fire
Lindsay Kline has discovered the topic that has set the CPA world ablaze - a problem with no agreed upon solution. Lindsay and Kris Gross discuss the possible options and how it impacts your business. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-07-22
38 min
By the Books
Shopping at the Tax Gap
How does the American Families Plan affect you and your business? Lindsay Kline is joined by Tony Harmon, CPA and attorney, to dive deep into the proposed legislation. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Tony: anthony@harmonkangcpa.com / 214-715-6995
2021-07-15
19 min
By the Books
Tips for Hiring
Lindsay Kline and Kris Gross discuss what can commonly be a huge stresser for business owners: hiring. Lindsay shares her step-by-step tips on finding the best candidate, and the number one pro and con to look for in future employees. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-07-08
31 min
By the Books
Don't Get FIRED!
Lindsay Kline and Kris Gross help you to NOT get fired by your bookkeeper!! By looking at some of the biggest reasons that clients are usually let go, Lindsay and Kris dive deep into good practices that should be practiced by all business owners. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live / friedonation.live
2021-07-01
33 min
By the Books
Goal Setting for Your Business
How can goal setting take your business to the next level? Lindsay discusses the important of setting goals as she's joined by Christine Sager, financial coach with Sager Financial Coaching. One tip you don't want to miss - Christine shares the one key to tying your goal setting and action plan together. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Christine: Christine@SagerFinancialCoaching.com / 678-517-8343 / SagerFinancialCoaching.com
2021-06-24
25 min
By the Books
Avoiding a Sales Tax Audit
Lindsay is joined by Steve Hanebutt, CPA and sales tax expert with Clarus Partners. Lindsay and Steve discuss key practices when dealing with sales tax, and how tax impacts interstate business. Plus, Steve details a common sales practice that he calls "worthless. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Steve: stevehanebutt@claruspartners.com / 469-784-9604 / claruspartners.com
2021-06-17
38 min
By the Books
Cash vs Accrual Accounting
Lindsay Kline and Kris Gross discuss the differences between cash accounting and accrual accounting - and how choosing the right option can benefit YOU! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-06-10
23 min
By the Books
How to Find the Right CPA for Your Business
Steve Stump--a licensed Health and Life Insurance Agent who is also a CPA joins Lindsay Kline to offer you advice on choosing the right CPA for your business. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com To contact Steve just give him a call at 972.369.6111 or go to his website to find out more https://www.insuremesteve.us
2021-06-03
32 min
By the Books
Developing a Healthy Relationship with Failure --Robert Ellis
Lindsay welcomes Robert Ellis from Proelium Fitness. With seven years of experience as a personal trainer Robert helps his clients recognize the obstacles along their fitness journey and develop strategies and programs to be successful in overcoming those obstacles. In this episode, Robert and Lindsay discuss strategies to maximize and learn from our failures. If you would like to connect with Robert: https://proeliumfitness.com. Or call him at 972.775.0593 Check out Robert's blog post on developing a healthy relationship with failure.
2021-05-27
49 min
By the Books
Do You Have an Abundant Mindset?
Lindsay Kline and Kris Gross discuss the difference between an abundant and scarcity mindset - and why abundance is key for your business! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live
2021-05-20
35 min
By the Books
Networking Faux Pas
Lindsay Kline and Kris Gross share their dos and don'ts of networking. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris: kris@friedonation.live
2021-05-13
26 min
By the Books
Keeping Your Employees & Clients Happy
What are some easy ways to keep your employees and clients happy? Life coach Shelli Jarvis joins Lindsay to share tips on how you can serve your employees. Plus, ways to make your daily life easier. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Shelli: hello@shellijarvis.com
2021-05-06
26 min
By the Books
Saving YOU Time
Lindsay is joined by Mark de la Chapelle to discuss the importance of roles within in a business and share tips on saving time. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Mark at 817-941-1464
2021-04-29
19 min
By the Books
Understanding a Cash Flow Statement
Lindsay Kline and Kris Gross break down what you need to know about a cash flow statement. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com Contact Kris at kris@friedonation.live
2021-04-22
14 min
By the Books
Are You Properly Protected?
Lindsay chats with JB Harrington (Director, LegalShield) about the benefits that his company provides to business owners. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-04-15
38 min
By the Books
Reading a Balance Sheet
Lindsay walks you through the importance of the balance sheet. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-03-25
06 min
By the Books
Reading an Income Statement
Why you need to understand how to read an income statement. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-03-25
07 min
By the Books
Keep Business and Personal Transactions Segregated
Lindsay is here to help you avoid the MANY problems that can be found when business and personal transactions are not separated. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-03-25
08 min
By the Books
What is Cost of Goods Sold?
What is cost of goods sold? And how can it impact your business? Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-03-24
06 min
By the Books
Avoid a Costly Sales Tax Audit!
Would you be ready if your business got a sales tax audit? Lindsay is here to help get you ready! Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-03-24
07 min
By the Books
Tax Status of an LLC (C vs S Corporation)
When it comes to limited liability companies (or LLCs), what is the better decision between electing as a C corporation or an S corporation? Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-03-24
07 min
Fearless Female Leadership Podcast with Sheryl Kline, M.A. CHPC
The Importance of Empathetic Leadership - an Interview with Lindsay Zwart
http://www.sherylkline.com/blogIn case you missed my LIVE interview with the phenomenal Lindsay Zwart (Chief Enterprise Officer and Director, Vodafone), here are a few of the wisdom gems she shared: Leading with compassion and empathy is what sets women apart. We can’t begin to understand what our customers and our team require without understanding where they’re coming from.You need to cut yourself a break and know that as much as you want to do everything, you don’t need to do everything. Pick what will be the best for you to engage...
2021-03-13
20 min
By the Books
What is By the Books?
Welcome to By the Books, a must-listen podcast for business owners. Lindsay Kline introduces herself and this new show. By the Books helps business owners navigate the world of business, tax and bookkeeping. Contact Lindsay: info@sakline.com / 214-785-8489 (Dallas), 210-964-8414 (San Antonio) & 866-266-5738 (toll-free) / sakline.com
2021-03-11
18 min
This Year & Beyond
#20 Lindsay Stewart (AmeriCorps VISTA)
This weeks episode features a great conversation with Lindsay Stewart who is currently service as an AmeriCorps VISTA at Sunflower County Freedom Project. We chat about what life in the Mississippi Delta, what it means to take time to serve after college and #VISTAlife. Enjoy!
2018-02-07
24 min