Shows
One Step Better PodcastHow a Few Smart Payroll Changes Can Simplify Your BusinessIn this episode of the One Step Better Business Podcast, Mike and Matt discuss the importance of embracing change in business operations, particularly in payroll processes. They emphasize the need for clients to adapt to new systems and practices that enhance efficiency and empower employees. The conversation covers various adjustments clients may need to make, including logging into technology systems for payroll management, understanding the importance of designated contacts for security, and ensuring accurate tax payments. The overarching theme is about simplifying processes to create a better experience for both clients and employees.TakeawaysChange is...
2025-06-2526 min
One Step Better PodcastThe Whirks Way: A 90-Day Client JourneyIn this episode of the One Step Better Business podcast, Mike and Matt discuss the onboarding process for new clients at Whirks. They outline the importance of the initial kickoff call, the verification of client information, and the steps taken to ensure a smooth transition to the Whirks system. The conversation highlights the training and support provided during the onboarding phase, as well as the milestones and short-term wins that clients can expect within the first 90 days of working with Whirks.takeawaysThe onboarding process is crucial for client success.Kickoff calls help verify important client information.Effective...
2025-06-1827 min
One Step Better PodcastThe Whirks Client Journey: A Better Way to Handle Payroll and HRIn this episode, Mike and Matt discuss the concept of client journeys, particularly focusing on payroll services. They explore the various stages of the client journey, from initial frustrations and needs to achieving efficiency and maintenance mode. The conversation emphasizes the importance of understanding client needs, addressing issues, and providing proactive support to ensure client success and thriving businesses.Chapters00:00 Introduction to Client Journeys02:56 Understanding Client Needs and Goals06:09 Day Zero: Initial Client Engagement08:45 Day One: Administrative Processes11:59 Day 30: First Payroll and Client Confidence
2025-06-1330 min
One Step Better PodcastThe Four Biggest Payroll Problems Small Businesses Face (And How to Solve Them)Payroll shouldn’t be painful, but for most small businesses, it is. In this episode of the One Step Better Podcast, Mike and Matt from Whirks and Patrick Accounting break down the four most common frustrations that business owners and operators face with their payroll systems and what to do about them.If you’ve ever said, “There’s gotta be a better way to run payroll,” this episode is for you.04:08 – Why business owners say: “I want to switch my payroll”05:23 – Problem #1: Unresponsive Customer Service09:10 – Problem #2: Payroll Takes Too Long21:28 – Problem...
2025-06-0427 minOne Step Better PodcastThe People Series: When to FIRE, When to DEVELOPThe work hasn't been getting done, so now what? Do you fire them? Or do you just need to develop them a bit more?
This is a common dilemma for business owners and one that shouldn't be taken lightly. Join Matt & Mike to discuss the attributes an employee needs to show they're worth developing, as well as the mindset a business owner must have from the get-go.
Subscribe & Listen to the Podcast: https://www.whirks.com/podcasts/
Do you know how much it will cost to hire someone? Learn about the all-in cost here: https://www.whirks.com/blog...
2023-09-2721 min
One Step Better PodcastThe Essential Year-End Checklist for BusinessesIs your business ready for year-end? What have you been putting off?
The end of the year is an exciting, whirlwind of a time. But it also means a lot of rigid deadlines are fast approaching. Are you ready?
Check out today's podcast to hear Matt and Mike discuss the year-end tasks they've been procrastinating, as well as give some advice about whether or not to make that final big company purchase.
Subscribe & Listen to the Podcast: https://www.whirks.com/podcasts/
2022-11-3014 minOne Step Better PodcastOpen EnrollmentHave you started preparing for open enrollment?
Benefits are an important part of an organization. But they can be confusing for both employers and employees. Am I offering benefits my employees care about?
What medical plan is actually best for my family and me?
Listen in to Mike and Robbie talk through all things benefits and Open Enrollment so you can be prepared to dive into this season head-first, confident in the decisions you're making.
Subscribe & Listen to the Podcast:https://www.whirks.com/podcasts/
Check out our BRAND...
2022-10-2635 minOne Step Better PodcastHow to Train New Employees EffectivelyWhat's your best tip for training a new employee?
New hire onboarding can be tricky to get right. If you spend too short teaching them the ropes, they won't be able to competently do their job. But if you spend too long in training, they may get bored and fall into "buyer's remorse" with their job.
Tune into today's episode to hear from Shelby and Mike about the importance of developing a training path for your new hires. It takes time, but once it's done, you have a repeatable and efficient way to train each...
2022-10-1933 minOne Step Better PodcastThe New HCM and Benefits Services from WhirksFor many small business owners, offering benefits can be a burden because of the administrative and financial strain it puts on them. Balancing communication between multiple vendors and brokers is time-consuming, and things are likely to fall through the cracks.
The Whirks HCM + Benefit Services are here to relieve small business owners of that burden.
A one-stop-shop for all things employee data, our team will manage and administer all your HR and benefits needs through one comprehensive technology. Say goodbye to the middle-man – our team of experts will handle everything from electronic onboarding to providing co...
2022-10-0511 minOne Step Better PodcastHow to Launch a New Product or ServiceWhat service or product do your customers wish you had the most?
Happy customers lead to happy business owners. Customer satisfaction is key, but do their occasional requests necessitate a whole new product or service line from your business?
Launching a new offering is a LOT of work. You need to know the depth of your client's needs as well as your own capabilities so you can balance those two and time out the perfect release timeline. Easy, right?
Listen in to hear Matt and Mike discuss their experience with launching new services a...
2022-09-2832 minOne Step Better PodcastHow to Inflation-Proof Your BusinessSubscribe & Listen to the Podcast: https://www.whirks.com/podcasts/
Featured Article: https://www.whirks.com/blog/recruiting-best-practices/ → How are you preparing for the fluctuating economy and growing inflation?
🏛Times like these can be stressful, especially for business owners. But there are some tried and true habits you can develop to help your business wait out the choppy waters.
🎧Listen to today's podcast to hear from @Matthew Patrick about the key steps he takes to ensure his business can continue to thrive, even through uncertain times.
#business #smallbusiness #leadership #success #grow #growth #educ...
2022-09-1420 min
One Step Better PodcastHow Company Values Shape Your Team As You GrowIf I offer professional development opportunities for my employees, will they just outgrow my organization? This is a common fear for business owners. But what's the alternative? A bunch of underutilized and unmotivated employees staying with your business? In today's episode of the #OneStepBetter Podcast, Alex Brandwein (Owner & Founder of Brandwein Bagels) joins us to discuss the importance of investing in your employees' growth, regardless of how long they plan to stay with your business. #business #smallbusiness #leadership #success #grow #growth #education #podcast #businesspodcast #advice #hiring #professionaldevelopment #employee #bagels
2022-04-1336 minOne Step Better PodcastShould You Motivate with Money?Is money your main motivator at work? As new hires come on and seasoned employees decide whether or not to stick around, it's important to know the things that truly motivate your workers to put forth their best efforts each and every day. In today's episode of the #OneStepBetter Podcast, Mike and Matt discuss how to use competition, affirmation, and cash to motivate employees in a way that actually mirrors their values.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #businesspodcast #advice #signonbonus #money #bonus #motivation #competition
2022-04-0629 minOne Step Better PodcastCybersecurity for the Mobile WorkforceIs your company's data safe? Are you or your remote workers at risk of getting hacked? As the workforce becomes increasingly remote, cybersecurity implementation must be a priority for both small and large businesses. In today's episode of the #OneStepBetter Podcast, the president of Tech Guru, Micah Thor, shares first steps to ensure your business' data is secure, as well as what to do if you find yourself in a compromised situation.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #businesspodcast #advice #cybersecurity #hacked #antivirus #security
2022-03-3033 minOne Step Better PodcastThe New Challenges of Supporting Remote EmployeesDo you trust that your remote employees are actually doing the work? To run a business well, it's essential to have trust in your workforce, regardless of where they work from. But often, having trust is easier said than done. In today's episode of the #OneStepBetter Podcast, Mike and Matt discuss how to build a culture of accountability, as well as how to pivot operationally to support your remote workers so you can trust that they willget the work done.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #businesspodcast #advice #remote #remoteworkers #trust #accountability #healthcare
2022-03-2324 minOne Step Better PodcastHow to Hire Well as a Home Health Care BusinessWith many people seeking a change in their careers, high-turnover industries are struggling even more to recruit and retain employees. In today's episode of the #OneStepBetter Podcast, Mike interviews Effie Agbotui, the founder and CEO of R2R Healthcare, about her journey as a business owner. They discuss compensation and company culture– and how both help a business stay fully staffed, despite the worker shortages.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #businesspodcast #advice #healthcare #compensation #workershortages #retainemployees #turnover
2022-03-1624 minOne Step Better PodcastHow To Create Great Culture With A Hybrid TeamAs working from home has become a widely accepted practice post-pandemic, many employers find themselves needing to balance the new-found flexibility of their workplace with the values and culture they strive to maintain. In today's episode of the #OneStepBetter Podcast, Matt and Mike discuss their best practices for managing hybrid and remote employees, as well as when in-person meetings are a must.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #businesspodcast #advice #remotework #remoteemployee #hybrid #hybridwork
2022-03-0923 minOne Step Better PodcastHiring is Hard Right NowWith many individuals feeling empowered to leave and change jobs, hiring has presented a whole new set of challenges for business owners in 2022. In today's episode of the #OneStepBetter Podcast, Matt and Mike discuss hiring struggles they've faced, as well as some practical ways to set yourself above the competition.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #businesspodcast #advice #hiring
2022-03-0226 minOne Step Better PodcastBeing a Pulse TakerMike is joined in the studio this week by our HRO guru Greg Henderson. This week they focus on being leader and knowing how to gauge the pulse of your employees. This is especially key for second chair leaders, so Mike and Greg dive into ways you can detect and help correct problems in your workplace.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #businesspodcast #advice
2021-12-0133 minOne Step Better PodcastBeing GratefulIt’s a very special (and quick) Thanksgiving episode serving as a quick reminder to remember to thank your employees for all their hard work.
#business #spotlight #smallbusiness #success #grow #growth #education #podcast #womeninbusiness
2021-11-2409 minOne Step Better PodcastEmployer Spotlight: Mandy PatrickMeet the woman behind it all here at Patrick Accounting and Whirks; Mandy Patrick! She oversees the day to day operations and keeps this place on track. She has a heart to serve and if you have ever worked with us you may not realize it but you have directly worked with Mandy!
#business #spotlight #smallbusiness #success #grow #growth #education #podcast #womeninbusiness
2021-11-1717 minOne Step Better PodcastDeveloping CustomersMike is joined by our Sales and Marketing Leader Shelby Betts to discuss the pros and cons of diversifying your client base and when is the best time to really niche down into a certain group.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #advice
2021-11-1037 minOne Step Better PodcastWhy a Great Mentor MattersHaving a great mentor can make all the difference in the world. In this episode of the #OneStepBetter podcast Mike is joined by our HRO manager, Greg Henderson, who talks about a mentor he had in the military who had a huge impact on his life.
#business #smallbusiness #leadership #success #growth #education #podcast #advice
2021-11-0327 minOne Step Better PodcastMoney Money MoneyThis episode of the #OneStepBetter podcast covers a ton of topics under the umbrella of Money; debt, investing, taxes, cash flow, budgeting, owner's compensation, etc.
Matt and Mike discuss all of these topics from both a business and personal point of view. If you are a small business owner who maybe isn't the best when it comes to the money side of things then this is definitely the episode for you!
#business #smallbusiness #leadership #success #growth #education #podcast #advice
2021-10-2736 minOne Step Better PodcastClient Spotlight: Pink RibbonsIn honor of #BreastCancerAwareness month Shelby Betts hosts a very special Client Spotlight addition of the #OneStepBetter podcast with Pink Ribbons owner Susan Tanner. Pink Ribbons is a Mastectomy and Lymphedema Boutique that services the entire state of Tennessee as well as Kentucky with a passion for creating a positive and warm experience for those that enter their doors.
Most of the items you will find at Pink Ribbons are Insurance Reimbursable, especially for women who have had breast cancer.
Pink Ribbons
901-417-6060
www.PinkRibbonsMemphis.com
6295 Summer Ave
Ste 105
Mem...
2021-10-2023 minOne Step Better PodcastPlanning For Year EndYou may be thinking, it's October, why are you talking about "Planning For Year End"? Well, as a business owner, if you haven't already begun this processes yourself you are actually already behind. Matt and Mike give you their tips on the top things you need to do for both your Accounting and Payroll teams to help make the transition into 2022 and tax time as easy as possible in this week's episode of the #OneStepBetter podcast.
#business #smallbusiness #leadership #success #growth #education #podcast #advice
2021-10-1325 minOne Step Better PodcastTraining That SticksTaking business trips is an essential part of being a business owner, but how do you best leverage these trips to maximize their benefit? And how far away do you really need to go for these trips to be effective? Fresh from a business trip themselves, Matt and Mike give their advice in this episode of the #OneStepBetter podcast.
#business #smallbusiness #leadership #success #growth #education #podcast #advice
2021-10-0629 minOne Step Better PodcastBusiness TripsTaking business trips is an essential part of being a business owner, but how do you best leverage these trips to maximize their benefit? And how far away do you really need to go for these trips to be effective? Fresh from a business trip themselves, Matt and Mike give their advice in this episode of the #OneStepBetter podcast.
#business #smallbusiness #leadership #success #growth #education #podcast #advice
2021-09-2931 minOne Step Better PodcastLeading With UncertaintyLeading with uncertainty... all organizations are facing this today with the boom of the Covid Delta variant. Between the government mandates and the potential items in the infrastructure bill there are lots of businesses that are feeling that sense of uneasiness. Mat and Mike talk about leading through these uncertain times in this week's #OneStepBetter podcast.
#business #smallbusiness #leadership #success #growth #education #podcast #advice
2021-09-2226 minOne Step Better PodcastEmployee Spotlight: Lacey WashburnPlease join us in welcoming our Client Care Coordinator Lacey Washburn to our Employee Spotlight edition of the One Step Better podcast! When things need to get done she's the person everyone knows will make it happen. If you are a client chances are you've already spoken with her at least once, now is your chance to get to know one of the amazing members of our admin team!
#business #smallbusiness #spotlight #success #grow #growth #podcast
2021-09-1517 minOne Step Better PodcastTransparency in HRGreg Henderson is back in the studio again this week to continue discussion on the topic of HR. Some of the biggest questions employers have revolve around transparency in HR; what can they say to their employees, what can't they say and most importantly what shouldn't they say.
#business #smallbusiness #leadership #success #growth #education #podcast #advice #OneStepBetter
2021-09-0839 minOne Step Better PodcastFiring ProcessesOur HR specialist Greg Henderson joins Mike to discuss the right and wrong ways business handle terminating their employees. He lays out the simple ways you can create clear expectations and also points out the times when an employees poor performance could have been avoided.
#business #smallbusiness #leadership #success #growth #education #OneStepBetter #podcast #advice
2021-09-0140 min
One Step Better PodcastLeaders and ManagersOne thing that is critical to the success and growth of any business is developing the next level of leaders and managers. Matt and Mike give their tips for how to find these individuals within your organization and how to avoid getting in your own way during their development.
#business #smallbusiness #leadership #success #advice #growth #education #OneStepBetter #podcast
2021-08-2544 min
One Step Better PodcastIt's Not Personal It's BusinessOne thing most business owners will encounter at some point is being faced with the decision to hire a family friend or family member. Matt Patrick opens up about his experiences and discusses his thought process on whether or not to hire those closest to him in this week's #OneStepBetter podcast.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #advice
2021-08-1826 min
One Step Better PodcastEmployee Payroll QuestionsWhen it comes to payroll there will always be questions. This week's episode of the #OneStepBetter podcast focuses on some of the questions we hear most often: What is the difference between an I9 and W4? What does being "exempt" mean? When will my W2 be ready?
Matt and Mike cover these questions and more, but would also love to hear any questions you may get asked! Feel free to send those or any other questions you may have to onestepbetter@patrickaccounting.com!
#business #smallbusiness #leadership #success #grow #growth #education #podcast #advice
2021-08-1142 min
One Step Better PodcastGossipGossip is something that is inevitable. Or is it? We all know it can eat away at a work place and create a hostile environment, but what exactly is it? Where is the line between gossip and venting? Matt and Mike give their definition of workplace gossip as well as solutions for keeping it at bay in this week's #OneStepBetter podcast.
#business #smallbusiness #leadership #success #grow #growth #education #podcast #advice
2021-08-0433 min
One Step Better PodcastGrowth and Growing PainsOne thing that all businesses have in common is growing pains. In this week's episode of the #OneStepBetter podcast, owner Matt Patrick opens up to Mike about what it was like to start a business, common road blocks he encountered, and the things he still worries about today even as a successful business owner.
#business #smallbusiness #leadership #success #advice #grow #growth #education
2021-07-2837 min
One Step Better PodcastCustomersWhat does every business need? Customers. But how do you attract them? Where do you look to find them? What are they looking for exactly? Mike and Shelby dive into all of this with the focus being on the IDEAL customer for your business. New episodes of the #OneStepBetter podcast are available every Wednesday!
#business #smallbusiness #leadership #success #grow #growth #education #customers
2021-07-2140 min
One Step Better PodcastBe Healthy @ Home Client SpotlightLet us introduce you to our Client Spotlight guests Brandis and Eddie Wilmore of Be Healthy @ Home! They give an inside look at what it has been like to work in the home health care and hospice fields over the past several years. Mike, Brandis and Eddie talk about working through Covid, the importance of customer service and how having a support system is a must for any up and coming entrepreneurs.
Be sure to visit them at www.behealthyathome.com!
#business #smallbusiness #leadership #success #grow #growth #podcast #health #healthcare #homehealthcare #spotlight
2021-07-1427 min
One Step Better PodcastCompensationDiscussing compensation shouldn't be awkward, but it is for a lot of people. Matt and Mike discuss their views on compensation and how a performance incentive can make all the difference in the world. If you are a small business owner who struggles with figuring out exactly how to pay your employees you won't want to miss this episode of the #OneStepBetter podcast!
#business #smallbusiness #leadership #success #grow #growth #education #podcast #money #compensation
2021-07-0739 min
One Step Better PodcastCustomer ServiceWhen you think of Customer Service does your mind immediately go to your negative experiences? Mike and Shelby discuss why customer service is critically important to businesses and how you can leverage the interaction into helping your business get #OneStepBetter!
*Raving Fans: A Revolutionary Approach to Customer Service
by Ken Blanchard & Sheldon Bowles
#business #smallbusiness #leadership #success #growth #grow #education #customer #Service
2021-06-3041 min
One Step Better PodcastKRA'sIt's true, Matt and Mike had been avoiding this subject. Why? Because they wanted to get it right. KRA's should be the foundation of any position within a company, but unfortunately most business owners aren't quite sure how to even create them. Matt and Mike finally discuss why it has taken them almost two years to create their KRA's and tips for creating successful ones.
#business #smallbusiness #leadership #success #grow #growth #education #OneStepBetter #podcast #KRA
2021-06-2346 min
One Step Better PodcastMarketing StrategyThis week on the #OneStepBetter podcast Mike is joined by our Marketing Coordinator Gia Rolen. They discuss trends in marketing and how small business can leverage social media to gain exposure and new clients. If you're curious about marketing this is the podcast for you!
#business #smallbusiness #success #grow #growth #education #marketing
2021-06-1639 min
One Step Better PodcastHow to Take a Vacation and Really Be AwayThis is a problem that pretty much everyone struggles with, how do you take a real vacation? As an owner or a leader you might feel the pressure to work while away, but Mike and Greg discuss how that does more harm than good. They also share tips to make taking a vacation a little easier if you feel like you can never truly get away. It's the latest episode of the #OneStepBetter podcast!
#business #smallbusiness #leadership #success #grow #growth #vacation
2021-06-0933 min
One Step Better PodcastClient Spotlight: MGC KidsThis week is a special Client Spotlight with the team behind MGC Kids! They talk with Mike and Greg about the passion behind what got them started and how the love of their community really supports their programs. It's a super fun episode of the #OneStepBetter podcast!
#business #smallbusiness #leadership #success #grow #growth #community #gymnastics #podcast
2021-06-0237 min
One Step Better PodcastDaily HuddleThis is a topic we get asked about often by our clients; what exactly is our daily huddle? In this week's episode of the #OneStepBetter podcast Matt and Mike talk about why our daily huddle is so important, how we do it and things to avoid when starting one within your own company. It's a quick 8 minute meeting that makes all the difference in the world!
#business #smallbusiness #leadership #success #grow #growth #education
2021-05-2648 min
One Step Better PodcastAccountabilityMike and Greg talk about all aspects of #accountability in this week's #OneStepBetter podcast. So what exactly do they mean by accountability? For this conversation, accountability is the idea that everyone on a team has to be held to the same standard and when a person is not meeting that standard someone has to address it and present a solution to fix it. It's a buzz word topic that you won't want to miss!
#business #smallbusiness #leadership #success #grow #growth #education
2021-05-1943 min
One Step Better PodcastEmployee Spotlight: Kaitlyn WrightIf you want a job at Patrick Accounting or Whirks she will be the very first face you see! This week's Employee Spotlight is on our HCM Specialist Kaitlyn Wright.
#business #smallbusiness #employee #spotlight
2021-05-1216 min
One Step Better PodcastLeadershipMike and Greg begin this episode of the #OneStepBetter podcast with the question: "Who is the leader of the #Avengers?" Which brings them to the topic of leadership and the two different approaches to leadership that both Steve Rogers and Tony Stark have in regards to the team. It's a super fun episode of the #OneStepBetter podcast!
#business #smallbusiness #leadership #success #grow #growth #leadership
2021-05-0539 min
One Step Better PodcastTime TrapsTime is money. And for small business owners falling into time traps can greatly impact the overall productivity of their companies. Matt and Mike talk about some of the common time traps, how they themselves have fallen into them, and what they have done to avoid them all on this week's episode of the #OneStepBetter podcast!
#business #smallbusiness #leadership #success #education #time #trap #podcast
2021-04-2842 min
One Step Better PodcastClient Spotlight: LiquidGoldConceptMike & Shelby are joined by Anna Sadovnikova of LiquidGoldConcept, which specialize in simulation-based learning in maternal-child care. Anna has an incredible story with a truly unique product, you will definitely want to check out this episode of the #OneStepBetter podcast!
#business #smallbusiness #success #growth #education #podcast
2021-04-2828 minOne Step Better PodcastClient Spotlight: Duncan WilliamsThis week on the #OneStepBetter podcast, Matt and Mike are joined by special guest David Scully of Duncan Williams Asset Management. You can contact David here:
www.DWAssetMGMT.com
David@DWAssetMGMT.com
901-435-4175
2021-04-1542 min
One Step Better PodcastClient Spotlight: David ScullyThis week on the #OneStepBetter podcast, Matt and Mike are joined by special guest David Scully of Duncan Williams Asset Management.
You can contact David here:
www.DWAssetMGMT.com
David@DWAssetMGMT.com
901-435-4175
2021-04-1444 min
One Step Better PodcastHiring: People and ProcessesMatt and Mike talk about all the things that go into bringing a new person into your organization. Companies have to be strategic in how they find the right people and that's what this week's episode of the #OneStepBetter podcast is all about!
#business #smallbusiness # leadership #hiring #success #education #podcast
2021-04-0739 min
One Step Better PodcastCommon Issues of Small BusinessesMatt and Mike cover several different types of issues you need to know, whether you are a small business just getting started or an established business that's growing, all in this week's episode of the #OneStepBetter podcast!
#business #smallbusiness #leadership #success #grow #growth #problems #education #podcast
2021-03-3138 min
One Step Better PodcastEmployee Spotlight: Kim PopeThis week's episode is an Employee Spotlight on our Director of Accounting Kim Pope! Get to know Kim a little bit better in our latest #OneStepBetter podcast!
#business #smallbusiness #accounting #leadership #success #employee #spotlight
2021-03-2429 min
One Step Better PodcastHow to Ease Your Back Office BurdenWhen most people think of a business they look at the services it provides. But any business owner will tell you that one of the hardest parts isn't what happens at the front, it's juggling all of the back office tasks. This week in the #OneStepBetter podcast Matt and Mike discuss the areas where business owners can get stuck and ways they have made these processes easier. #business #smallbusiness #backoffice #processes #success #education #payroll #grow
2021-03-1743 min
One Step Better PodcastAvoiding DistractionsDistractions are a part of life, whether it be at home or at work. So how do you get around those distractions so that you can get the tasks you need to get done, done? Matt and Mike discuss how they work around distractions while at the office in this episode of the #OneStepBetter podcast.
#podcast #business #smallbusiness #distractions #work #success #subscribe #follow
2021-03-0950 min
One Step Better PodcastTaking the Good from the BadAs a leader, every situation can be used as an opportunity to grow, especially the bad ones. Matt and Mike talk about the not so great leaders they have had in their lives and how they used that poor leadership to make themselves better leaders to their employees.
#OneStepBetter #podcast #business #smallbusiness #leader #leadership #good #bad #opportunity
2021-03-0344 min
One Step Better PodcastCore ValuesIn this week's episode of the #OneStepBetter podcast, Matt and Mike discuss what is at the heart of Patrick Accounting and Whirks; our Core Values:
- Own It
- Team First
- Passion For Purpose
- Empathy For Others
- Challenge It
Hear them talk about why they chose each one and why having your core values selected is crucial to your business. #podcast #business #accounting #payroll #values #owner #heart #smallbusiness #memphis
2021-02-2442 min
One Step Better PodcastWhat Your Accountant Wishes Your KnewLet's face it, accounting is not the most glamorous job. BUT it is one the most important aspects of running a business. As a business owner are you helping or hindering your accountant?
Matt and Mike discuss what they wish their clients knew to help make the process smoother for everyone. For example, did you know when your accountant asks for things in a certain format (ie Exel, PDF, Word) there is a very specific reason why?
Or how about those deadlines they request you submit things by? Those dates serve a very specific purpose! Get the i...
2021-02-2341 minOne Step Better PodcastOutsourcingOutsourcing is a critical tool for most small businesses, but how do you know if it's right for you? Mike and Shelby discuss why outsourcing is so important, give you an easy exercise to determine if you are at that point, and how not outsourcing can hurt your business... all on this weeks #OneStepBetter podcast! #accounting #payroll #outsourcing #business #smallbusiness #podcast #memphis #money #leadership
2021-02-1041 minOne Step Better PodcastHow To Keep Leadership From Bottlenecking Your BusinessMatt and Mike start his week talking about the fuel of most companies; coffee. They quickly discuss the trials and errors they experience providing it for their employees and how they found a solution that was both cost effective and safe (yes, safe).
Then they discuss something most leaders might not realize is happening, that leadership can bottleneck the growth and success of your company! It's all about letting go and finding the right people to support you in your leadership role. Watch them discuss this and how to find the right people on weeks #OneStepBetter podcast!
2021-02-0343 minOne Step Better PodcastLiving In A Virtual WorldMatt and Mike start this episode with discussing how their spouses support them in honor of "Spouse's Day" and how important it is to remember those who support you. They then dive into the hot topic of remote employees. How do you know if they are right for your company? What are some of the benefits? Drawbacks? Check it out in the last episode of the #OneStepBetter Podcast! #support #remote #hiring #podcast #business
2021-01-2741 minOne Step Better PodcastConflictConflict, it's never easy, especially when it comes to having to let an employee go. Mike and Shelby discuss some of the best practices for having to have the difficult conversation of terminating a team member. This is a hot topic you won't want to miss!
2021-01-2042 min
One Step Better PodcastPPP Loan Round 2Mike and Matt discuss what to expect from the Consolidated Appropriates Act of 2021 and how this will effect small business owners.
2021-01-1331 minOne Step Better PodcastStartup Story: Mary Grothe of House of RevenueShe's an entrepreneur, business strategist, author, podcaster, CEO, wife, mother, and thought leader. On this week's episode, Mary Grothe shares her journey to create a business with the purpose of building unshakeable revenue foundations set for scale. Hear her story of challenging the status quo, bringing integrity and grit to the job every day, and following her heart to bring her entrepreneurial dreams to life.
2021-01-0638 minOne Step Better PodcastQ&A: Get to Know Your HostsGet to know your hosts Matthew Patrick and Mike Shaeffer with fun Q&A questions! Have more questions or business topics you’d like to hear about? Leave us a comment or send us a message on Facebook, YouTube or LinkedIn!
2021-01-0604 minOne Step Better PodcastStartup Stories: Cary Rotter of Comfort KeepersOn this week's Startup Story, learn Cary Rotter's journey to start Comfort Keepers, leading provider of trusted in-home senior care and companion care in Memphis, TN. Hear the highs and lows of entrepreneurship and the complexities of working with your spouse. Visit their website here: https://www.comfortkeepers.com/
2020-12-3026 minOne Step Better PodcastEmployee Spotlight: Mike ShaefferGet to know Mike Shaeffer, Patrick Accounting and Whirks' chief operating officer and podcast "host with the most!" Hear his journey from accounting to youth ministry and back to accounting, plus his favorite (and least favorite) parts of working with us over the past six years. He epitomizes our core value of Team First and Challenge It, and we're excited for more adventures (and more podcasts) to come!
2020-12-2324 minOne Step Better PodcastEmployee Spotlight: Shelby BettsGet to know our Sales and Marketing Team Leader, Shelby Betts!
2020-12-1616 minOne Step Better PodcastSales and Operations: Tips for a Harmonious PartnershipA smooth handoff between sales and operations is critical to the first impression your company makes. In this episode, you'll learn:
Three things you have to get right between your sales and operations team to better service your clients.
How to build rapport to strengthen the working relationships between both departments.
Tips for building empathy on both sides.
2020-12-0930 minOne Step Better PodcastNew Year Forecasting for 2021How should the uncertainty of 2020 affect new year planning? What metrics do you need to focus on? How do you adapt a profit first mindset to ensure profitability? This episode gives you best practices to position your business for success in 2021. In our Business Owner's Guide to 2021 Planning webinar, we'll get more in-depth on budgeting strategies (register here.) Need help creating your 2021 gameplan? We love helping small business owners! Contact us here.
2020-12-0227 minOne Step Better PodcastConflict ResolutionConflict is inevitable, and so is addressing it. In this episode, special guest Greg Henderson, HRO Manager at Whirks, joins Mike Shaeffer to discuss the common ways they see conflict handled incorrectly. You'll gain tips for effectively handling conflict to build a stronger and healthier work dynamic. Plus, learn the first thing you should ask yourself when conflict comes up and when it's okay for your team to agree to disagree.
2020-11-2533 minOne Step Better PodcastCustomer Feedback: You Have the Info - Now What?Customer feedback can't just sit in an email. You've gathered lots of info, so now what? Last week, we talked about how to use employee feedback to add value. In this episode, you'll learn how to validate feedback, gather perspective, and prioritize an action list for putting that feedback to use. Plus, you'll learn the exercise you should be doing once a year to add more business.
2020-11-1826 minOne Step Better PodcastCustomer Feedback: Using it to Add ValueFar too often, if we haven't heard a complaint from our customers, we think they're okay. However, you're missing critical insight that can help you improve, and in some cases, help you ramp up the things you're doing well. In this episode, you'll learn the 3 questions you need to ask your customers to close the feedback loop. Plus, hear tips to uncover new revenue.
2020-11-1134 minOne Step Better PodcastEmployee Development: Small Business Best PracticesIt can be challenging to find the balance between getting work done and giving your employees the time and budget to learn and expand their skillset. Nonetheless, employee development is extremely important for any business. In this episode, Matt and Mike discuss what small businesses can do to provide opportunities for development and what we've learned over the years.
2020-11-0435 min
One Step Better PodcastEmployee Engagement: Why it's important to make employees feel valued and ways to do so.Employees are our most important asset. In this episode, Matt & Mike discuss different ways and things they do to keep employees engaged, motivated and front of mind. Making employees feel valued has proven to have an impact on retention, attracting wonderful applicants and getting the right people in the door.
2020-10-2844 min
One Step Better PodcastEmployee Spotlight: Rick BowersGet to know our longest tenured employee, Rick Bowers. When planning to retire after an exciting career with some of the country's top brands, he became part of the Patrick Accounting family and has been a dynamic part of growing the firm over the last 12 years. Hear his journey with Matt and Mike throughout the years and his favorite (and least favorite) parts of the job.
2020-10-2117 min
One Step Better PodcastBurnout: How it Affects Everyone and How to Re-ChargeEven with the best balance between work and life, burnout can happen to anyone - especially small business owners. That's why we're having conversations with our team and our clients on the ways burnout affects everyone differently and how to overcome it. In this episode, Matt & Mike talk about burnout from the perspectives of business owners, key leaders, and employees. Plus, hear their tips for how to step away from the grind and re-charge.
2020-10-1428 min
One Step Better PodcastHiring: Hungry, Humble and SmartDecreasing employee turnover and increasing employee satisfaction all starts in the hiring process. When you’re a small business, every hire affects your company culture. In this episode, Matt and Mike share wins and mistakes from over the years to give insight to other business owners experiencing the same thing.
2020-10-0731 min
One Step Better PodcastOne-on-OnesOne-on-ones have been part of our normal meeting rhythm for years. Hear Matt & Mike's tactical tips on how to maximize your communication in one-on-ones so everyone on your team is headed in the same direction.
Do you have regular one-on-ones with your managers and employees? Let us know what has been helpful for you!
2020-10-0137 min
One Step Better PodcastEmployee Spotlight: Greg Henderson, HRO Manager at WhirksGet to know Greg Henderson, HRO Manager at Whirks! He is "bringing the human back to HR" and alleviating compliance worries for our clients during difficult situations. All businesses need handbooks, labor law posters and someone to manage them. If your small business needs help with these things, we'll be happy to help!
Click here to schedule a 15-minute call with Greg.
2020-09-2308 min
One Step Better PodcastStartup Stories: DJ Naylor of Celtic CrossingOn this episode of the #OneStepBetter podcast, hear DJ Naylor's journey to bring an authentic Irish pub experience to Memphis. While other restaurants simply have a theme, DJ goes above and beyond to bring authenticity and heart to Celtic Crossing.
Watch the video of the podcast here: https://youtu.be/XTJMqMyaPmQ
Want to join a whiskey tasting? Register here! https://bit.ly/3klGo72
2020-09-1640 min
One Step Better PodcastControlling Your ControllablesIn this episode, we're talking all about restaurants. Steven Downer, Manager of Strategic Partnerships and restaurant industry guru, talks about the two numbers you absolutely have to know to stay on top of the costs you can control. Plus, you'll learn some tangible ways to stay in control of your finances and why you need good quality partners that are going to fill in any gaps and support your success.
2020-09-0925 min
One Step Better PodcastFOMO: Conquering the Fear of What You Don't KnowShiny Object Syndrome can affect any business owner. No one wants to miss out, and the fear of "I-don't-know-what-I-don't-know" can create some anxiety. In this episode, Matt & Mike talk about how to use the fear of missing out as a good thing when it comes to compliance, taxes, new technology, and more.
2020-09-0225 min
One Step Better PodcastWork/Life Balance: Is it Attainable?The golden idea of work/life balance. Is it possible? Is it attainable? Can it ever happen? Matt Patrick and Mike Shaeffer share different perspectives from their contrasting work styles. Many small business owners struggle with work/life balance because their heart and soul is in the business. In this episode, you'll hear some methods to help you find your synergy and give yourself freedom.
2020-08-2625 min
One Step Better PodcastCommunication: To Be Unclear is to be UnkindWhoever said communication is 50/50 was missing something. Communication is the lifeblood of small businesses and relationships in general. In this episode, you'll gain three practical takeaways that you can take back to your organization to improve the effectiveness of your communication. Plus, you'll find out why we say, "To be unclear is to be unkind," and how to remedy it.
2020-08-1931 min
One Step Better PodcastChallenge It: Evaluating Your ProcessesThe status quo is never acceptable. One of the hallmarks of small business success is their ability to be agile and move quickly. You can't do that if you're stuck in the weeds of never wanting to challenge what's going on. Challenge It doesn't mean unhappiness. We're talking about the WAY you do things. You're always pressing ahead to get better and better. In this episode, we show you how to use several methods to evaluate your current processes with your team, including the "Working, Missing, Broken and Confused" exercise.
2020-08-1223 min
One Step Better PodcastHandbooks: The Foundation of Trust and TransparencyWhy is it important for small businesses to have a solid, reviewed, actually-looked-at handbook? Handbooks are a great starting place for any employer. It's a necessary evil for some. It's a guiding light for others. In this episode, we cover the top three things you need to have in your handbook, how often to review it, and how it can increase team alignment.
Need to update your handbook or write a new one and don't know where to start? Email us at help@whirks.com
2020-08-0523 min
One Step Better PodcastGrowing a Small Business: Pitfalls, Opportunities and EmotionsTune in to hear the conversations we’re having on a daily basis on all things business growth. Over the years, we’ve seen countless types of small businesses expand into new locations, offer new services and add to their teams. On this episode, Matt & Mike discuss the biggest pitfalls we've seen and the lessons we've learned from our growing our business over the years.
2020-07-2830 min
One Step Better PodcastWhy Small Business Owners Need CommunityIt’s easy to feel like you’re on an island as a business owner. But, having a lack of community can be dangerous for small business leaders. In this episode, Matt & Mike share how they found their community and why bigger picture, higher impact decisions should typically be made with the support of people that are going to have the freedom to say what's good, what's bad, and what you might be missing.
If you're a client of ours and you don't feel like you have that support, let us be that sounding boar...
2020-07-2218 min
One Step Better PodcastStartup Stories: Alex Brandwein of Brandwein's BagelsThe journey of a small business owner and the passion behind what they do is our favorite kind of story. In this episode of the Startup Stories series, hear how Alex Brandwein transitioned from investment banking in New York City to starting a fun, welcoming gathering place for fresh baked NYC style bagels in Chapel Hill, North Carolina. Watch the video interview here.
2020-07-1520 min
One Step Better PodcastDISC: Personality Tests in the WorkplaceWhat is the DISC assessment and how do we use it in our organization? In this episode, you'll learn how personality profiles in the workplace can elevate communication and how to avoid the possible pitfalls of using them. Mike, Matt and Shelby explain how using the DISC assessment has helped them understand who they are as communicators and increased their effectiveness as leaders.
2020-07-0827 min
One Step Better PodcastDefining Your WHYWhy WHY? Defining your company's purpose statement aligns your team on the direction the business is heading. In this episode, Matt Patrick and Mike Shaeffer explain how they went through the process of defining Patrick Accounting's WHY and how you can start this process for your organization.
2020-07-0127 min
One Step Better PodcastLeadership from the Second Chair PerspectiveSecond-chair leadership is a topic that's often overlooked in leadership circles. A crucial position to any business, this role operates under the umbrella of the first-chair leader while making sure the team is aligned with the company's goals and values. In this episode, Matt Patrick, CEO and founder, interviews Mike Shaeffer, COO, about the challenges of this role and the dynamic between first and second-chair leadership.
2020-06-2424 min
One Step Better PodcastChange is Hard: Leading a Small Business through ChangeChange is inevitable for any business owner. As your company grows and technology changes, it's your job as a leader to help your team adjust and adapt. How do you get your team on board? How do respond to different personality types that view change differently? In this episode, you'll learn how to help your team navigate change from the perspectives of a business owner, second chair leader and team leader.
2020-06-1734 min
One Step Better PodcastStartup Stories: Defining Patrick Accounting's Core ValuesOwn it. Challenge it. Team First. Empathy for others. Passion for purpose. At Patrick Accounting, core values drive everything we do. In this episode, Matt Patrick, Founder and President, shares the story of how the firm was started and the process behind defining these values.
2020-06-0924 min
One Step Better PodcastRemote Workforce: Adapting Your LeadershipWorking from home is a trend that's here to stay. So, how do we adapt our leadership style to be most effective in this "new normal?" In this episode, we cover things that small business leaders need to pay attention to such as communication, onboarding and technology.
2020-06-0128 min
One Step Better PodcastSecond-Hat-HR: How to Streamline Employee-Related TasksIn many small businesses, a team member who has a full-time job responsibility also picks up recruiting, onboarding, benefits and other employee-related tasks. In this podcast, we're talking about practical ways anyone in a "Second-Hat-HR" role can free up time for their main role while leading HR functions with confidence.
2020-05-2629 min