Shows
THE BOLT PodcastRebranding Life and Business: Tracy Jepson on Sobriety, Success and Personal GrowthJoin us as we welcome Tracy Jepson, a remarkable small business consultant, to share her compelling personal and professional transformation journey. What began as a side venture to tackle debt has blossomed into her role as CEO of Kantex Financial, where she empowers entrepreneurs to build sustainable, profit-driven companies. Tracy's story is about business acumen and personal resilience, as she opens up about her journey to sobriety and how intentional lifestyle choices have fueled her success.From the transformative power of Positive Intelligence to navigating the pressures of alcohol in professional settings, we discuss the steps toward...2024-12-0458 min
Wealth Tips for Online Health and Fitness Coaches: Dollars and Dumbbells154 - Finding Balance in Business and Life as a Solopreneur w/ Tracy JepsonIn this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, sits down with Tracy Jepson a business consult and serial entrepreneur.
Key Takeaways:
Balance is hard to achieve but necessary.
Solopreneurs often confuse building a business with creating a job.
Boundaries are essential to prevent burnout.
Outsource tasks that are not fulfilling or that you're not good at.
Financial literacy is crucial for business owners.
And so much more!
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
Connect with Tracy
Tracyjepson.com
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00:00 Welcome to Dollars and Dumbbells
00:09 Meet Tracy Jepson: Business Strategist and Serial Entrepreneur
02:51 The Importance of Balance for Solopreneurs
03:54 The Flamingo Analogy...2024-10-3145 min
What If You CouldWhat If You could Podcast with Gary Scott and Special Tracy Jepson Part 2 of 2.
In todays interview with Tracy Jepson, your host Gary Scott and his guest discuss "Business Adventures, Scary Deals, health, wealth, wellness, and self care". #SelfHelp #PersonalGrowth #SuccessMindset #MotivationMonday #LifeCoaching #GoalSetting #PositiveVibes #Mindfulness #SelfImprovement #InspirationDaily #motivationalspeaker
Connect with Tracy Here:
https://tracyjepson.com/
https://www.linkedin.com/in/tjepson
https://www.facebook.com/tracyljepson
2024-09-2037 minWhat If You CouldWhat If You could Podcast with Gary Scott and Special Tracy Jepson Part 1 of 2.In todays interview with Tracy Jepson, your host Gary Scott and his guest discuss "Entrepreneurship, Tracy's early days, and hitting the wall". #SelfHelp #PersonalGrowth #SuccessMindset #MotivationMonday #LifeCoaching #GoalSetting #PositiveVibes #Mindfulness #SelfImprovement #InspirationDaily
Connect with Tracy Here:
https://tracyjepson.com/
https://www.linkedin.com/in/tjepson
https://www.facebook.com/tracyljepson
2024-09-1833 min
The Chasing Health PodcastEp. 249 - Unlocking Your Potential: How Removing Alcohol Led to Better Progress for Tracy JepsonSummary
Tracy Jepson shares her journey of weight loss and cutting out alcohol, leading to improved health and confidence. She discusses the challenges of social situations and peer pressure, as well as the importance of mental and physical preparation. Tracy emphasizes that everyone's approach to reducing or eliminating alcohol is unique and that there is no right or wrong way to do it. She also highlights the need for supportive friends and the importance of self-reflection and self-care throughout the process. Tracy discusses the positive impact of quitting drinking on her relationships, including her husband and close...2024-09-131h 01
Authentic Media PodcastUnveiling the True Story of Business Success: Tracy Jepson's Entrepreneurial JourneySend Me a Text Message Here!In honor of Women's History Month, Behind the Spotlight Podcast is featuring trailblazers who are doing BIG things in their communities and businesses.Tracy Jepson, an entrepreneur with 20 years of expertise in small business consulting, coaching, and advisory. Having multiple successful businesses ranging from bookkeeping, a dive shop to a wellness studio, Tracy shares her journey of overcoming burnout and creating multiple thriving businesses. Jepson discusses how she found peace underwater with scuba diving, how she overcame obstacles, the importance of work-life balance, and how her passion for wellness...2024-03-0449 min
Beyond the Bank Account with Tracy JepsonBe a Standout with Clear CommunicationCommunication can make or break the relationship you have with your clients. Do an outstanding job and you’ll become the bar they expect every other service provider to reach. Do a less-than-stellar job and they’ll also remember you…but not for the reasons you want. No matter what role you play for your clients, they want to know the status of the projects you’re working on. And if you’re the visionary in your business, communication may not be where you excel. That doesn’t mean you can ignore it. It...2023-02-1409 min
Beyond the Bank Account with Tracy JepsonWhat Can You Try Today?At this point in the year, you’ve probably decided that a particular New Year’s resolution or goal is a good fit…or it isn’t. I know that entrepreneurs are feeling overwhelmed and burned out trying to reach those grand plans. If you try to go all-in on everything all at once, your big and lofty goals might just feel too big and too lofty. But what if you tried just one thing at a time? What if you peeled back all the noise and chaos and tried something new that feels a little ou...2023-02-0711 min
Beyond the Bank Account with Tracy JepsonHow to Pay Yourself for a Thriving LifeEvery business owner deserves to pay themselves in a way that affords the standard of living that they desire. Too many business owners fail to pay themselves because their business can’t afford it. Of course, there’s revenue to consider. But there’s so much more to your business finances and paying yourself a livable wage than revenue. You need to consider your lifestyle, profit, taxes, pricing, and so much more. This week on the podcast, we’re exploring whether your business can afford to pay you and how to make some a...2023-01-3115 min
Beyond the Bank Account with Tracy Jepson5. Find and Live Your Business’s Core ValuesYour core values are a guidepost for how you run your business and, most likely, how you live your life. As you get ready to kick off a brand new year, you’re probably making important decisions about your schedule, your goals, and likely even your pricing. Having a clear handle on your core values is essential to your success. Instead of flying by the seat of your pants, take some time to review your current values and update them to reflect where you are right now. This week on the podc...2022-12-2710 min
Beyond the Bank Account with Tracy Jepson4. Overcome Entrepreneurial Loneliness with ConnectionEntrepreneurs are a different breed. We feel like we constantly need to be “on,” we’re always striving to do better, and, probably more than anything, our loved ones don’t understand us at all. And all of this feels pretty lonely sometimes. Because we’re often misunderstood, we start to hold back when talking to our family and friends about business. But we need the release of being able to celebrate with others, get feedback on our latest ideas, and commiserate about the stress (and joys) of entrepreneurship. It’s easy to stay l...2022-12-2008 min
Beyond the Bank Account with Tracy Jepson3. Having Sticky Pricing Conversations With ClientsThere will come a time in your business when you need to increase your prices. This happens when a client’s needs change, when you uplevel your services, or simply when the cost of providing your service has increased and you need to ensure that you’re still profitable. My guess is that time is right about now, whenever you catch this episode. If it’s been more than a year since your last price increase, you will want to listen in. The challenge comes when you’ve determined a price increase i...2022-12-1311 minBeyond the Bank Account with Tracy Jepson2. Is Your Pricing Aligned With Your Life?Want to have a profitable business? It’s not necessarily about making more sales. It’s about getting the pricing right. You want a sustainable business, and the only way to do that is to ensure that your pricing is aligned not only with what you offer but with how you want to live your life. Too many business owners don’t think about the value of what they offer and don’t take care of the negative money mindset that causes them to undercharge. On this episode of Beyond the Bank Account, I’m sharing so...2022-12-0611 min
Beyond the Bank Account with Tracy Jepson0. Welcome to Beyond the Bank AccountWhether you are looking to grow, or ready to scale and sell, navigating the challenges you face as a business owner is hard, and knowing which steps to take next is overwhelming. Each week on Beyond The Bank Account, Tracy Jepson will walk you through overcoming the overwhelm and confusion around your business from the bottom line and beyond. Tracy has worked behind the scenes and in the weeds of small businesses, including several of her own, for over twenty years and has a personal mission of guiding owners to have profitable, sellable businesses while...2022-12-0203 min
Beyond the Bank Account with Tracy Jepson1. Managing Your Boundaries as a Business OwnerWhat do you want your life to look like? My guess is that you didn’t start your business because you wanted to work 24/7, yet that’s what so many business owners do. Of course, as you start your business, chances are that you’ll work longer hours than you ultimately want. But as you grow and thrive, it’s time to establish some boundaries so you can live the life you want. It’s important to take care of yourself as your business grows, because you deserve it. Listen in as I share how I...2022-11-2812 min
DRAMA. with Connor & Dylan MacDowell"Jam and Jerking" with Uly Schlesinger & Francesca CarpaniniDylan and Connor are joined by Uly Schlesinger (This Beautiful Future, “Genera+ion”) & Francesca Carpanini (All My Sons, The Little Foxes). The stars of off-Broadway’s This Beautiful Future at the Cherry Lane Theatre, a New York Times Critics Pick, sat down to chat all about bringing this gorgeous, unconventional piece of theatre to life. This episode covers all the bases, including Uly’s time on HBO Max’s “Genera+ion,” jerking off on-screen in the pilot, working with Martha Plimpton, and his humble beginnings as Soldier #2 in Antigone in Rhode Island. Meanwhile, Francesca shares her passion for performing, as well as reg...2022-10-0545 min
Profit First NationEp. 104: From Accountant to Part-Time Mermaid: Tracy Jepson's Journey to Building Her Dream Team and Opening a Scuba Shop Learn how Tracy applied Profit First principles to achieve financial success and create a business that supports her dreams and passions. Don't miss this uplifting and informative episode filled with practical tips and insights for building your dream team and achieving your entrepreneurial goals.2022-04-0829 min
Profit First NationEp. 104: From Accountant to Part-Time Mermaid: Tracy Jepson's Journey to Building Her Dream Team and Opening a Scuba Shop Learn how Tracy applied Profit First principles to achieve financial success and create a business that supports her dreams and passions. Don't miss this uplifting and informative episode filled with practical tips and insights for building your dream team and achieving your entrepreneurial goals.2022-04-0829 min
Small Business Big Deal PodcastEp 39: Design Agency Owner Helps Businesses Create Stunning BrandingOn today’s podcast, we’re talking with Katie Dooley, owner of Paper Lime Creative, a branding and design agency in Edmonton, AB. Her company creates stunning visual branding that shows off businesses’ unique personalities. Their print design services make getting a brand out into the world effortless and enjoyable. Read more: https://tracyjepsonpodcast.com/media/ep-39-design-agency-owner-helps-businesses-create-stunning-branding/1490/ About our guest: https://paperlime.ca/about/ What we discuss on this episode: 0:56 – Meet Katie 1:29 – Entrepreneur dreams 3:45 – Making the transition 7:25 – Changing her life 10...2021-07-1539 min
Small Business Big Deal PodcastEp 38: Online Magazine Business Booming, Even During COVIDOn today’s podcast, we’re talking with Dennis Crosby, owner of Crochet Media Group, an online subscription that focuses on the arts and crafts niche, especially crocheting. Find out how his business is thriving, even during COVID. Read more: https://tracyjepsonpodcast.com/media/ep-38-online-magazine-business-booming-even-during-covid/1484/ About our guest: https://denniscrosby.com/ What we discuss on this episode: 1:32 – Meet Dennis 12:55 – How he ended up working on a magazine 19:53 – Why he continued magazine 24:45 – Building teams 29:06 – Hiring 34:16 – Personal development2021-07-0852 min
Small Business Big Deal PodcastEp 37: Concierge Wealth Owner Helps Clients Achieve Financial GoalsOn today’s podcast, we’re talking with J.B. Morris, founder of Concierge Wealth Management based in Boston. Find out how he helps high earners in their 30s and 40s develop financial plans. Read more here: https://tracyjepsonpodcast.com/podcast/ep-37-concierge-wealth-owner-helps-clients-achieve-financial-goals/1475/ About our guest: https://www.conciergewm.com/team/julian-morris What we discuss on this episode: 1:19 – Meet J.B. 2:19 – Becoming a financial advisor 3:28 – The financial industry 7:30 – Owning a business 13:20 – Work-life balance 18:04 – In person versus virtual ...2021-07-0143 min
Small Business Big Deal PodcastEp 36: How a ‘True-Born Leader’ Created His Own Marketing TeamOn today’s podcast, we’re talking with Todd Bertsch, owner of Evolve Marketing Team and a leader in the web design industry. Find out how this self-described “true-born leader” created his company. Read more: https://tracyjepsonpodcast.com/podcast/ep-36-how-a-true-born-leader-created-his-own-marketing-team/1468/ About our guest: Todd is an award-winning web designer, author, educator, and lecturer, and speaks regularly throughout the region on various web-related topics. He holds a BFA from The University of Akron in graphic design. His web experience and marketing strategies are what separate him and Evolve from others in the web in...2021-06-2443 min
Small Business Big Deal PodcastEp 35: Sales Ninja Helps ‘Badass Business Women’ Know Their WorthOn today’s podcast, we’re talking with Laura Wright, a master sales coach who is helping “badass business women” make more money and know their worth. Read more: https://tracyjepsonpodcast.com/entrepreneur/ep-35-sales-ninja-helps-badass-business-women-know-their-worth/1463/ About our guest: Laura Wright is a Self-Published Author, Speaker, Growth Strategist, Master Sales Coach and co-founder of The Sould Sisters. She has closed a cool $43 million and then some over the past 20 years and she’s the founder of EPIC at Sales, but, for a time Laura Wright’s life was anything but epic...2021-06-1857 min
Advisor2Advisor(Guest: Tracy Jepson) Business Infrastructure and Hiring (143)Tracy Jepson, CEO of Kantex Financial, joins us for a conversation about how to build a profit first business.
Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com2021-06-1157 min
Corey Keating – UnfilteredCharge What You’re Worth | Tracy Jepson (030)Tracy Jepson, CEO of Kantex Financial, joins me for a conversation all about building business, pricing structure, and creating your own destiny.
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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com
Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube!
Cheers,
Corey2021-06-1053 min
Small Business Big Deal PodcastEp 34: Accounting Firm Owner Helps Businesses Navigate Tricky Tax SystemOn today’s podcast, we’re talking with John Briggs, founder and CEO of Incite Tax. John graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, Calif., with Deloitte & Touche, one of the four largest national accounting firms. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-34-accounting-firm-owner-helps-businesses-navigate-tricky-tax-system/1456/ About our guest: https://incitetax.com/about-the-team/ What we discuss on this episode: 1:09 – Businesses 4:15 – Anti-tax 6:40 – Scary IRS letters 1...2021-06-1046 min
Small Business Big Deal PodcastEp 33: Staffing Firm Founder Shares Secrets to Professional SuccessOn today’s podcast, we’re talking with John Bernatovicz, founder and president of Willory, a staffing and consulting firm focused on HR and payroll. With over 22 years’ experience within the payroll and HR niche, John has focused his working career on understanding the needs of his clients, candidates, and partners. He is not satisfied until he finds what his clients and candidates are looking for. He thrives to grow, challenge, and develop the Willory team. Read more: https://tracyjepsonpodcast.com/podcast/ep-33-staffing-firm-founder-shares-secrets-to-professional-success/1449/ About our guest: https://willory.com/home-company/ 2021-06-0332 min
Small Business Big Deal PodcastEp 32: The ‘Business Doctor’ Helps Clients Get UnstuckOn today’s podcast, we’re talking with Lauren Goldenstein, founder and CEO of the boutique business strategy consulting firm Golden Key Partnership. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-32-the-business-doctor-helps-clients-get-unstuck/1440/ About our guest: https://www.goldenkeypartnership.com/ What we discuss on this episode: 1:34 – Meet Lauren 2:29 – How she started 6:15 – How she helps clients 8:27 – Her team 11:30 – Hiring people 14:06 – Tools she uses 18:44 – Work-life balance 24:35 – Hustle culture 25:45 – Continued education 2...2021-05-2736 min
Small Business Big Deal PodcastEp 31: The Number One Mistake I Made in BusinessOn today’s podcast, I’ll share the number one mistake I made in my business when I was starting out and how you can avoid this problem. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-31-the-number-one-mistake-i-made-in-business/1435/ What we discuss on this episode: 1:10 – Boundaries 2:50 – Making money 4:28 – Work-life balance 5:53 – How to protect your time 7:47 – Take email off your phone 8:32 – Hire an assistant 9:47 – Information overload2021-05-1314 min
Small Business Big Deal PodcastEp 30: Business Owner and Author Shares His Profit-First ApproachOn today’s podcast, meet Mike Michalowichz, creator and author of Profit First, which hundreds of thousands of companies across the globe use to drive profit. Find out how he made a fortune, lost it all and is now helping others. Read more and get additional resources here: https://tracyjepsonpodcast.com/entrepreneur/ep-30-business-owner-and-author-shares-his-profit-first-approach/1426/ About our guest: https://mikemichalowicz.com/ Connect with Mike: https://mikemichalowicz.lpages.co/small-business-big-deal-podcast-page/ What we discuss on this episode: 1:34 – Meet Mike 3:35 – Crash and burn 6:11 –...2021-05-0626 min
Small Business Big Deal PodcastEp 29: Business Psychologist Teaches Owners How to Take Back Their LivesOn today’s podcast, meet Dr. Sabrina Starling, a business psychologist who teaches business owners how to take back their lives and hire A players on their team. From finding “A-Ha” moments to getting rid of warm body employees, she explains what makes a business successful. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-29-business-psychologist-teaches-owners-how-to-take-back-their-lives/1422/ About our guest: https://www.tapthepotential.com/ What we discuss on this episode: 3:08 – Dr. Starling’s business 14:00 – Work-life balance 21:29 – Boundaries 24:50 – Pay attention to your...2021-04-2946 min
Small Business Big Deal PodcastEp 28: How Kim Kiel Designed a Copywriting Business Around Her LifeOn today’s podcast, meet Kim Kiel, a sales and direct response strategist and founder of the boutique copywriting agency, Kim Kiel Copy. Find out how she created her business around her family’s needs. Read more: https://tracyjepsonpodcast.com/freelance/ep-28-how-kim-kiel-designed-a-copywriting-business-around-her-life/1415/ About our guest: https://www.kimkiel.com/ Get the Ultimate Checklist for Magnetic Copy that Attracts & Sells: https://www.kimkiel.com/magnetic-copy-checklist What we discuss on this episode: 1:19 – Starting her business 2:13 – Nonprofit industry 6:48 – Quitting her job 8:3...2021-04-2239 min
Small Business Big Deal PodcastEp 27: Third Generation Business Owner is a Leader in HVAC IndustryOn today’s podcast, meet Rob Minnick, a third generation business owner of Minnicks: Heating, Cooling, Plumbing, Insulation in Maryland. Find out how his passion for people and love for his family keep his company thriving. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-27-third-generation-business-owner-is-a-leader-in-hvac-industry/1407/ About our guest: https://minnicks.com/ What we discuss on this episode: 1:18 – The family business 5:05 – His father in charge 5:50 – Rob’s roles in the business 12:36 – Learning to be an owner 16:00 – Coac...2021-04-1538 min
Small Business Big Deal PodcastEp 26: Serial Entrepreneur Wants to Help Other Women Business OwnersOn today’s podcast, meet Alexa Hallberg, a serial entrepreneur, philanthropist and business badass. Find out why she has made it her mission to help other women in business. See the show notes: https://tracyjepsonpodcast.com/entrepreneur/ep-26-serial-entrepreneur-wants-to-help-other-women-business-owners/1398/ Connect with Alexa: https://alexahallberg.com/ https://lexandcompany.co/ What we discuss on this episode: 2:09 – How Alexa created her photography business 5:37 – College 7:03 - Skills 10:06 – Adding a studio 13:36 – Big, exciting things happening 28:51 – Opening her store 32:3...2021-04-0949 min
Small Business Big Deal PodcastEp 25: A Proven Profit First System with Ron SaharyanEvery business owner wants to make a profit, but are you taking a deliberate approach to reaching that goal? Let us introduce you to someone who helped change our business through his Profit First system and give you more insight to how this approach has been adopted by companies around the world. See the show notes: https://tracyjepsonpodcast.com/podcast/ep-25-a-proven-profit-first-system-with-ron-saharyan/1390/ Connect with our guest: https://profitfirstprofessionals.com/ https://www.linkedin.com/in/ron-saharyan-3846a8 https://amzn.to/3sEwqSF What we disc...2021-04-0136 min
Small Business Big Deal PodcastEp 24: Boutique Business Owner Focuses on Work-Life Balance and Helping WomenOn today’s episode of the Small Business, Big Deal podcast, our guest is Aimee Rosenow, owner of Evoke Creative Topeka. Find out why she left one business and started another and how her work-life balance has changed. Read more: https://tracyjepsonpodcast.com/media/ep-24-boutique-business-owner-focuses-on-work-life-balance-and-helping-women/1383/ About our guest: Aimee is a family-oriented, small business consultant focused on helping retail shops and boutiques clearly demonstrate their brand through website design, email marketing, and social media. As a former boutique owner and mom of three, Aimee comes to her clients from a place...2021-03-2632 min
Small Business Big Deal PodcastEp 23: Why Ariel Unselt Left Her Job to Become a Florist and Business OwnerOn today’s episode of the Small Business, Big Deal podcast, our guest is Ariel Unselt, owner of Chinell’s by Ariel and sister company, The Rogue Florist. Find out why she left her 9-to-5 job and how she became a florist. Read more: https://tracyjepsonpodcast.com/podcast/ep-23-why-ariel-unselt-left-her-job-to-become-a-florist-and-business-owner/1376/ About our guest: https://chinells.com/ What we discuss on this episode: 1:09 – Why Ariel left her 9-to-5 job 5:31 – When she realized she could run a business 7:19 – Her husband’s reaction 11:13 – How she...2021-03-1835 min
Small Business Big Deal PodcastEp 22: How to Ditch the 9-to-5 and Become Your Own BossOn today’s episode of the Small Business, Big Deal podcast, our guest is Kate Bagoy, a business coach and founder of SixFigureFreelancers.com. Find out why her personal mission is to inspire and empower people to lead lives by design, not default. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-22-how-to-ditch-the-9-to-5-and-become-your-own-boss/1368/ About our guest: http://katebagoy.com What we discuss on this episode: 1:45 – Meet Kate Bagoy 2:59 – Fear of entrepreneurship 5:25 – First steps to starting a business 2021-03-0534 min
Small Business Big Deal PodcastEp 21: A Half-Million Dollar Lesson on FraudMany companies small and large end up dealing with fraud at some point, but a family business never expects one of their employees to steal more than a half-million dollars. That’s exactly what happened to the Stevenson Company, the metal works company behind many beautiful designs around Topeka and beyond. Owner Joe Pennington opens up about the experience and the hard lessons learned. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-21-a-half-million-dollar-lesson-on-fraud/1346/ About our guest: https://www.stevensoncompanyinc.com/contact/meet-the-team What we disc...2021-02-0549 min
Small Business Big Deal PodcastEp 20: How Faith and Family Helped Rich Tarwater Expand His BusinessOn today’s episode of the Small Business, Big Deal podcast, our guest is Rich Tarwater, owner of Tarwater Farm and Home. Find out how he expanded the family business and what advice he has for his children. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-20-how-faith-and-family-helped-rich-tarwater-expand-his-business/1337/ About our guest: http://tarwaters.com/about-us.html Everything we discuss on this episode: 1:05 – Tarwater Farm and Home 2:57 – Taking over the business 8:32 – Leadership and his team 13:43 – Difference in his business...2021-01-2841 min
Small Business Big Deal PodcastEp 19: How Third Avenue Events Faced Challenges and Built Relationships During PandemicOn today’s episode of the Small Business, Big Deal podcast, our guests are Annie Rector and Kristin Hems of Third Avenue Events. Learn how they faced the challenges of the Covid pandemic and how they continued building close relationships with clients. Connect with our guest: http://www.thirdaveevents.com/ https://www.instagram.com/thirdaveevents/ https://www.facebook.com/thirdaveevents/?ref=br_rs https://www.linkedin.com/company/thirdaveevents Read more and check out other episodes here: https://tracyjepsonpodcast.com/podcast/ep-19-how-third-avenue-events-faced-challenges-and-built-relationships-during-pandemic/1325/ 2021-01-2143 min
Small Business Big Deal PodcastEp 18: How a Recruiter Helps Businesses Find and Hire Quality EmployeesStephanie Roberts chose a career in recruiting after being inspired by her mother to help people. Find out how she started her business, how she manages a work-life balance and what common misconceptions people have about her industry. Read more and get additional resources here: https://tracyjepsonpodcast.com/podcast/ep-18-how-a-recruiter-helps-businesses-find-and-hire-quality-employees/1318/ About our guest: https://humansbeingresources.com/ What we discuss on this episode: 1:13 – What led her to this profession 2:48 – What do people think about recruiting office? 4:41 – Work-life balance as a leader 7:37 – W...2021-01-1440 min
Small Business Big Deal PodcastEp 17: How the Kern Marketing Group Began & Where It’s HeadedMany people dream of walking away from the corporate world and starting their own business. Mark Kern did just that about 15 years ago and now runs a successful marketing company out of Lawrence. Today we’ll talk to him about taking that leap, how he’s navigated the changing marketing business, and the best investment he’s made in his company. Read more and get additional resources here: https://tracyjepsonpodcast.com/lawrence/ep-17-how-the-kern-marketing-group-began-where-its-headed/1275/ About our guest: https://kerngroupinc.com/ What we discuss on this episode: 1:19 – Co...2021-01-0741 min
Small Business Big Deal PodcastSpecial Announcement - Welcome Our New Host, Tracy JepsonYou've probably noticed that the podcast took a short hiatus over the final quarter of 2020, but we're back and excited for the future of the show. Josh Gentry has turned his attention and energy to a new startup so he doesn't have as much time to dedicate to the show. Starting this week, we'll begin rolling out new episodes with the top entrepreneurs and small business owners, but we'll do so with our new host, Tracy Jepson. If you don't know Jepson, she's a small business strategist from Topeka and was actually featured on this sh...2021-01-0502 min
Business Strategy for CPA's113 Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPAMy guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies that are about to IPO, guidance on stock option vesting and selling strategies. These tech professionals who work at top levels inside start-ups about to IPO are going to receive stock options worth hundreds of thousands of dollars, sometimes more. Without guidance, not only will they get hit with a giant surprise tax bill, they will lack a strategy for how to optimize those options based on varying stock prices and other factors. Minnie helps them understand their CHO...2020-11-2547 min
The BizChix Podcast: Female Entrepreneurs | Women Small Business | Biz Chix441: [coaching] How to Uplevel Your Clients with Tracy JepsonBefore having her own consulting firm, Tracy Jepson was offering her bookkeeping services only as a side-gig. Now, she is the CEO and Owner of TLJ Bookkeeping + Consulting, a certified Profit First Mastery firm that helps their clients increase their profitability. In this coaching call, I help her find clarity on how she can up-level her clients and focus on what she enjoys working on the most. We discuss finding her ideal clients, building her own team, and figuring out where she can specialize. CLICK HERE to get all the links from this e...2020-10-1557 minThe BizChix Podcast: Female Entrepreneurs | Women Small Business | Biz Chix441: [coaching] How to Uplevel Your Clients with Tracy JepsonBefore having her own consulting firm, Tracy Jepson was offering her bookkeeping services only as a side-gig. Now, she is the CEO and Owner of TLJ Bookkeeping + Consulting, a certified Profit First Mastery firm that helps their clients increase their profitability. In this coaching call, I help her find clarity on how she can up-level her clients and focus on what she enjoys working on the most. We discuss finding her ideal clients, building her own team, and figuring out where she can specialize. CLICK HERE to get all the links from this e...2020-10-1557 minBusiness Strategy for CPA's103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily SandbergToday’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators. While many accountants focus primarily on making sense of the past, Emily works with her clients to know the future of money in their business, so they can make strategic decisions with their cash. Her work has helped dozens of clients go from running a money-hungry business to a predictably profitable enterprise, by simply following her profit-centered framework. When she’s not running scenarios for her clients’ Facebook Ad Spends, she can be found playing pickleball or hiking i...2020-09-1638 min
Small Business Big Deal PodcastEp 16: Inside Richard Holman’s Custom Embroidery and Printing Business Running a small business mostly on your own can be tough. Hear from the owner of LKS Imagine about how he finds customers, manages the workload and what he wishes he knew when he started. Read more about this episode: https://kansasbiztalk.com/podcast/ep-16-inside-richard-holmans-custom-embroidery-and-printing-business/1191/ About our guest: https://www.lksimagine.com/ On today's show: 2:55 – Richard’s background 3:43 – What led him to starting LKS Imagine 4:38 – How COVID-19 has impacted his company 6:10 – Target customers 7:20 – How he advertises 8:11 – Opera...2020-09-0400 minSmall Business Big Deal PodcastEp 15: Massages, Skincare and a Sauna: Inside a Whole Health BusinessAt Body Specific, co-owners Lisa Lahm and Leah Henderson offer a menu of services that cater to clients’ whole health needs. From massages to skincare and a sauna, find out how they recruit new clients and keep their business running during the pandemic. Read more here: https://kansasbiztalk.com/podcast/ep-15-massages-skincare-and-a-sauna-inside-a-whole-health-business/1197/ About our guests: https://bodyspecificllc.com/ On today's show: 1:56 – Meet Lisa and Leah 3:47 – What led Lisa to this profession 4:46 – How personal training and marketing helped Leah 5:42 – How they expanded se...2020-08-2800 minSmall Business Big Deal PodcastEp 14: How Hustle Helped This Photographer Build Her BusinessJenny Wheat didn’t study photography, but she is passionate about the craft. Hear how she has chased her passion and built a successful photography business thanks to a lot of hustle and heart. Read more about this episode: https://kansasbiztalk.com/podcast/ep-14-how-hustle-helped-this-photographer-build-her-business/1187/ About our guest: http://www.wheatphoto.com/ On today's show: 2:51 – Meet Jenny Wheat 3:39 – Why she started her business 6:44 – How COVID-19 has affected her business 8:35 – Her favorite type of photography 9:54 – Her target customer 11:00 – Pr...2020-08-2100 minSmall Business Big Deal PodcastEp 13: Meet the Man Behind Mammoth Sports Construction On today’s podcast, we introduce you to Jake Farrant, founder and president of Mammoth Sports Construction. Find out how this booming family business became an industry leader in sports field construction, national cemetery renovations and golf course installation. Read more about this episode here: https://kansasbiztalk.com/podcast/ep-13-meet-the-man-behind-mammoth-sports-construction/1181/ About our guest: https://mammothturf.com/our-team/ On today's show: 2:18 – Meet Jake 4:00 – What his company does 7:31 – What his first week in business was like 9:08 – What he wishes he had known soone...2020-08-1400 minSmall Business Big Deal PodcastEp 12: From Journalism to Law, Eric Weslander Enjoys Solving ProblemsEric Weslander is a natural-born problem solver. This former journalist turned attorney talks about making the switch to a legal career and why he is aggressive about protecting his personal time. Find out more about his career and the work he’s doing at Stevens & Brand. Read more and get additional resources here: https://kansasbiztalk.com/podcast/ep-12-from-journalism-to-law-eric-weslander-enjoys-solving-problems/1176/ About our guest: https://stevensbrand.com/attorneys/j-eric-weslander/ On today's show: 1:31 – Eric’s background 4:59 – Why he changed careers 6:14 – What area of law is most interest...2020-08-0700 minSmall Business Big Deal PodcastEp 11: Adriana Bates’ Competitive, Data-Driven Business PlanMeet Adriana Bates, the driven, hard-charging leader of Clear Mortgage. Find out how she has used her competitive nature and love of data to make her business more successful than ever, even during a pandemic. Read more about this episode: https://kansasbiztalk.com/podcast/ep-11-you-better-dial-for-dollars-adriana-bates-competitive-data-driven-business-plan/1170/ About our guest: https://clearkc.com/leadership-team On today's show: 2:05 – Meet Adriana Bates 3:54 – What led her to this profession 10:35 – Starting from the ground up 12:21 – Her biggest pain point for growing the business 13:33 – How...2020-07-3100 minSmall Business Big Deal PodcastEp 10: The Business of the Internet with Adam FichmanOur guest today began coding at the age of six and has built a successful career working on the internet. Adam Fichman of Lifted Logic in Kansas City joins us to talk about working with Facebook early on, finding your purpose as an entrepreneur, and building authentic relationships with employees. Read more about this show here: https://kansasbiztalk.com/podcast/ep-10-the-business-of-the-internet-with-adam-fichman/1164/ About our guest: https://liftedlogic.com/team/adam-fichman/ Today's show schedule: 1:43 – Adam Fichman joins us today. 3:25 – How would you describe what you do?...2020-07-2400 minSmall Business Big Deal PodcastEp 9: Supporting the Homeless and Impoverished of TopekaBarry Feaker has held the Executive Director position at the Topeka Rescue Mission for more than three decades. During that time, his organization has made a huge impact on the community and the people that need support. He’s seen a lot of change through the years, including the most recent shift that COVID-19 has caused. Join us as we learn more about the TRM. Show notes & additional resources: https://kansasbiztalk.com/podcast/ep-9-supporting-the-homeless-and-impoverished-of-topeka-with-barry-feaker/1159/ About our guest: https://www.trmonline.org/about/about-trm-ministries Today's schedule: 1:21 –...2020-07-1700 minSmall Business Big Deal PodcastEp 8: Putting Profit First with Consultant Tracy JepsonEvery business relies on profit to stay afloat and one Kansas State grad is helping small businesses around the country maximize their operation. Tracy Jepson, CEO of TLJ Consulting, joins us today to share some of her processes and advice for putting profit first, insight into the mistakes owners commonly make, and the lessons she’s learned for her own operation. Read more and get additional resources here: https://kansasbiztalk.com/podcast/ep-8-putting-profit-first-with-consultant-tracy-jepson/1152/ About our guest: https://tracyjepson.com/about-the-owner Today's show schedule: 2:53 – Tracy Jepson joi...2020-07-1000 minSmall Business Big Deal PodcastEp 7: Building Homes and a Business With Your Spouse with Greg & Carol RauGrowing a business is a challenge on its own but what if you were trying to do it with your significant other? That’s what Greg and Carol Rau have done at Apple Tree Homes in Lawrence. Today we’ll spotlight their story to find out what additional challenges working with a spouse creates, their passion for building custom homes, and how technology impacts their business. Read more and get additional resources here: https://kansasbiztalk.com/podcast/ep-7-building-homes-and-a-business-with-your-spouse/1145/ About our guests: https://appletreehomesinc.com/about-apple-tree-homes/ Today's show sche...2020-07-0300 minSmall Business Big Deal PodcastEp 6: Leadership, Trust, and Building Influence with Kyle GinavanOur next guest takes us to Kansas City and the technology sector. Kyle Ginavan, CEO of One HQ, shares his passion for technology, how to build leadership through trust, and what he does to maintain balance for himself and his team. Read more and get additional resources here: https://kansasbiztalk.com/kansas-city/ep-6-leadership-trust-and-building-influence-with-kyle-ginavan/1140/ About our guest: https://onehq.com/about-us Today's show schedule: 0:41 – Our guest today is Kyle Ginavan, CEO of One HQ 1:18 – Before we start, let’s rehash the goal for this show.2020-06-2600 minSmall Business Big Deal PodcastEp 5: Marketing Strategy and Lessons in Finance with Matt NelsonOn this episode, we talk with Matt Nelson, CEO of Income for Life, about his retirement planning business. We’ll devote a lot of the conversation to marketing, which is a key component to survival in that industry. Learn what’s worked, what hasn’t, and why he uses the ESPN mentality for growing his client base. And of course we’ll talk successes, failures, and lessons learned. Show notes & additional resources: https://kansasbiztalk.com/podcast/ep-5-marketing-strategy-and-lessons-in-finance-with-matt-nelson/1135/ About our guest: https://www.incomeforlife.org/ Today's show schedule: ...2020-06-1900 min
Small Business Big Deal PodcastEp 4: Self-Discipline and Adaptability with Randy Dick of Kaw Valley InsuranceFrom just starting out to adapting to the current challenges and needs of your clients, Randy Dick shares a great perspective on being a small business owner. His continued self-discipline as well as his priority on work/life balance has allowed him the opportunity to run a business alongside his family. Read more and get additional resources here: https://kansasbiztalk.com/podcast/ep-4-self-discipline-and-adaptability-with-randy-dick-of-kaw-valley-insurance/1127/ Check out Kaw Valley Insurance here: https://kawvalleyins.com/ Today's show schedule: 2:07 - Who is Randy Dick? 3:22 - What origina...2020-06-1200 minSmall Business Big Deal PodcastEp 3: Stories of Hard Work, Consistency, & Respect with Travis McKinleyRegardless of what type of work you do, you’ll find the same leadership characteristics are succesful across the board. Today we’ll talk with Travis McKinley, who leads multiple businesses through hard work, consistency and treating people with respect. Join us as we talk about lessons learned, a fight on a jobsite, and what he tells every employee. Read more about the show here: http://kansasbiztalk.com/ Today's show schedule: 1:57 – Travis McKinley is our guest today and he’s a busy man. 2:58 – How has his businesses dealt with the...2020-06-0400 minSmall Business Big Deal PodcastEp 2: Growing a Topeka Dental Practice & Health Tips with Dr. Ben RutherfordThe first guest on the podcast is Dr. Ben Rutherford, a dentist with a growing dental practice based in Topeka. Find out how he decided on this career later than most, how he took over a practice at 28, the challenges of running a business during a pandemic, and the lessons learned along the way. Plus he’ll throw in a few dental tips for kids and adults. Read more about the show here: http://kansasbiztalk.com/ About our guest: http://www.easttopekadental.com/office-info/about-our-doctors Today's show sched...2020-06-0400 minSmall Business Big Deal PodcastEp 1: Welcome to the PodcastSmall businesses often struggle to have their message heard so we’ve launched a podcast to give them that voice. Find out how we’re going to do that and what the plan is for the new show. Read more and get additional resources here: http://kansasbiztalk.com/ Today's show schedule: 0:26 - Let’s start with a little info about Josh’s background. 1:07 - Josh’s family and where he grew up. 2:02 - The goals for this podcast and what we hope you learn. 3:59 - This...2020-06-0300 minBusiness Strategy for CPA's060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your BizMy guest today is Donna Leyens of the Provendus Group, and Pumpkin Plan Your Business. Donna is an entrepreneur, a Certified Professional Business Coach and has an MBA in Finance and Entrepreneurial Studies. She spent the early part of her professional career on Wall St. analyzing and raising capital for public and private companies. In other words, Donna knows what makes a company tick. Donna and Mike Michalowicz have partnered to create Pumpkin Plan Your Biz, where business owners receive training and certification in the pumpkin plan methodology to become certified Pumpkin Plan Strategists. ...2019-11-2040 minBusiness Strategy for CPA's056 How Being A Non-traditional Practice Fuels Growth, with Michelle Cooper, owner of Alchemy AccountingMy guest today is Michelle Cooper, owner of Alchemy Accounting in Chilliwack, British Columbia in Canada. Alchemy Accounting works with coaches and consultants around the world who are seeking clarity in their numbers and profitability in their business. Michelle is out to design a non-traditional accounting practice. And today we talk about what that might look like as technology enables more of us to be nomads at work. We also talk about the opportunity that presents for accountants to do taxes across international borders, and about how niching down saved her time and made her life easier...2019-10-2340 minBusiness Strategy for CPA's053 Adding Advisory Services and the Power of Niching Down with Tracy JepsonMy guest today is Tracy Jepson, founder and owner of TLJ Bookkeeping and Consulting. Tracy started her bookkeeping practice as a side hustle in an effort to get out of debt. Four years later, her practice now includes small business strategy, consulting and advisory services, to work in partnership with businesses to create permanent profitability. In this episode, Tracy talks about her journey from charging by the hour to moving to retainer, how she listened to really understand what her clients were asking her for, how that informed the addition of advisory services, and then ho...2019-10-0248 min
TK Business LiveTara interviews Tracy Jepson, TLJ Bookkeeping and Pam Pierce, Jetz ServiceTK Business Live 12/15/20182018-12-1629 min