Empowering Healthy Business: The Podcast for Small Business Owners Tue, 18 Aug 2026 16:52:28 -0400 http://empoweringhealthybusiness.com en-us © 2026 Empowering Healthy Business: The Podcast for Small Business Owners yes 0dda67c7-554f-5849-9296-dc750a9e515d Cal Wilder episodic false The Empowering Healthy Business Podcast is THE podcast for small business owners seeking to balance having a nicely profitable business, a sustainable, scalable, and salable business, lower stress levels, better work-life balance, and improved physical and emotional fitness. Yes, this is possible! Though it’s not easy. We’re here to help you navigate toward this objective.

]]> Buzzsprout (https://www.buzzsprout.com) entrepreneurship,smallbusiness,businessownership,accounting,empoweringhealthybusiness Cal Wilder https://storage.buzzsprout.com/4dtnstpedli68krrss1tu2c8l8vx?.jpg Empowering Healthy Business: The Podcast for Small Business Owners http://empoweringhealthybusiness.com Calvin Wilder 63 The Sales Funnel Framework That Turns Leads into Loyal Clients 63 The Sales Funnel Framework That Turns Leads into Loyal Clients More leads don't always mean more clients.

In this compilation episode of the Empowering Healthy Business Podcast, guests Kevin Roy from Green Banana SEO, Tom Freedman from Defiant Enterprises LLC, and Sean Garner from Sean Garner Consulting break down the sales funnel framework that helps turn leads into loyal, long-term clients.

In this episode, you'll learn:
 • Why defining your audience matters more than picking a marketing channel
 • The real difference between generating leads and converting clients
 • Why a sales funnel isn't a software tool — it's a customer journey
 • A simple automation that stops you from losing leads to competitors

Featured Guests:
Kevin Roy — Green Banana SEO
Tom Freedman — Defiant Enterprises LLC
Sean Garner — Sean Garner Consulting

This episode is brought to you by SmartBooks — outsourced bookkeeping, accounting, and tax for small businesses.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> More leads don't always mean more clients.

In this compilation episode of the Empowering Healthy Business Podcast, guests Kevin Roy from Green Banana SEO, Tom Freedman from Defiant Enterprises LLC, and Sean Garner from Sean Garner Consulting break down the sales funnel framework that helps turn leads into loyal, long-term clients.

In this episode, you'll learn:
 • Why defining your audience matters more than picking a marketing channel
 • The real difference between generating leads and converting clients
 • Why a sales funnel isn't a software tool — it's a customer journey
 • A simple automation that stops you from losing leads to competitors

Featured Guests:
Kevin Roy — Green Banana SEO
Tom Freedman — Defiant Enterprises LLC
Sean Garner — Sean Garner Consulting

This episode is brought to you by SmartBooks — outsourced bookkeeping, accounting, and tax for small businesses.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-19569246 Tue, 04 Aug 2026 05:00:00 -0400 397 63 full false 62 Out-of-the-Box AI Tools Your Business Can Use Now with Zach Francis 62 Out-of-the-Box AI Tools Your Business Can Use Now with Zach Francis Artificial intelligence is no longer optional — it's becoming part of everyday business. But most owners still ask the same question: how do I actually use it?

In this episode, Cal Wilder sits down with Zach Francis — SEO systems builder, AI growth entrepreneur, and co-founder of Helm and Willow — to talk about practical, out-of-the-box AI tools businesses can use right now without building anything from scratch.

Zach and Cal cover:
 • The AI marketing tools Zach's company has built (Helm & Willow)
 • How to automate repetitive marketing and content tasks
 • Why strong business systems matter more than the AI tool itself
 • How to keep human oversight where it counts
 • Simple ways to start using AI without overcomplicating your business

Whether you're just starting your AI journey or refining your current systems, this episode is full of ideas you can put to work today.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Artificial intelligence is no longer optional — it's becoming part of everyday business. But most owners still ask the same question: how do I actually use it?

In this episode, Cal Wilder sits down with Zach Francis — SEO systems builder, AI growth entrepreneur, and co-founder of Helm and Willow — to talk about practical, out-of-the-box AI tools businesses can use right now without building anything from scratch.

Zach and Cal cover:
 • The AI marketing tools Zach's company has built (Helm & Willow)
 • How to automate repetitive marketing and content tasks
 • Why strong business systems matter more than the AI tool itself
 • How to keep human oversight where it counts
 • Simple ways to start using AI without overcomplicating your business

Whether you're just starting your AI journey or refining your current systems, this episode is full of ideas you can put to work today.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-19450832 Tue, 07 Jul 2026 05:00:00 -0400 3671 62 full false 61 What Business Owners Should Know About Utilizing Fractional Consultants 61 What Business Owners Should Know About Utilizing Fractional Consultants This Utilizing Fractional Consultants recap brings together key insights from multiple Empowering Healthy Business podcast conversations focused on fractional leadership, business growth, operations, HR, marketing strategy, and organizational effectiveness.

Topics discussed include:

• Fractional COO support
• Strategic planning and accountability
• HR leadership and compliance
• Employee relations and team development
• Fractional marketing leadership
• Sales and marketing alignment
• Solving operational challenges
• Executive-level expertise for growing businesses
• Building stronger systems and processes

Across these conversations, one theme remains consistent:

Businesses often benefit from specialized expertise without needing to hire a full-time executive.

Whether you're navigating growth challenges, building systems, improving accountability, or refining your marketing strategy, fractional consultants can provide valuable guidance and support.

Hosted by Calvin Wilder.

Sponsored by SmartBooks, provider of bookkeeping, accounting, and financial management services for growing businesses.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> This Utilizing Fractional Consultants recap brings together key insights from multiple Empowering Healthy Business podcast conversations focused on fractional leadership, business growth, operations, HR, marketing strategy, and organizational effectiveness.

Topics discussed include:

• Fractional COO support
• Strategic planning and accountability
• HR leadership and compliance
• Employee relations and team development
• Fractional marketing leadership
• Sales and marketing alignment
• Solving operational challenges
• Executive-level expertise for growing businesses
• Building stronger systems and processes

Across these conversations, one theme remains consistent:

Businesses often benefit from specialized expertise without needing to hire a full-time executive.

Whether you're navigating growth challenges, building systems, improving accountability, or refining your marketing strategy, fractional consultants can provide valuable guidance and support.

Hosted by Calvin Wilder.

Sponsored by SmartBooks, provider of bookkeeping, accounting, and financial management services for growing businesses.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-19384812 Tue, 23 Jun 2026 05:00:00 -0400 412 61 full false 60 What Business Owners Should Know About Financial Management 60 What Business Owners Should Know About Financial Management This Financial Management recap brings together key insights from multiple Empowering Healthy Business podcast conversations focused on business metrics, financial reporting, cash flow management, accounting systems, and strategic decision-making.

Topics discussed include:

• Using financial metrics to improve business performance
• Building systems for measuring success
• Understanding the finance stack
• Reading financial statements effectively
• Managing cash flow and profitability
• Applying Profit First principles
• Owner compensation strategies
• Bankruptcy versus insolvency
• Creating accounting systems that support growth
• Aligning finance and operations for better decision-making

Across every conversation, one theme remains consistent:

Better financial visibility leads to better business decisions.

Whether you're building a new business or managing an established company, understanding your numbers is one of the most valuable investments you can make.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> This Financial Management recap brings together key insights from multiple Empowering Healthy Business podcast conversations focused on business metrics, financial reporting, cash flow management, accounting systems, and strategic decision-making.

Topics discussed include:

• Using financial metrics to improve business performance
• Building systems for measuring success
• Understanding the finance stack
• Reading financial statements effectively
• Managing cash flow and profitability
• Applying Profit First principles
• Owner compensation strategies
• Bankruptcy versus insolvency
• Creating accounting systems that support growth
• Aligning finance and operations for better decision-making

Across every conversation, one theme remains consistent:

Better financial visibility leads to better business decisions.

Whether you're building a new business or managing an established company, understanding your numbers is one of the most valuable investments you can make.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-19318462 Tue, 16 Jun 2026 10:00:00 -0400 1084 60 full false 59 Tax & Compliance: What Business Owners Should Know 59 Tax & Compliance: What Business Owners Should Know This Tax & Compliance recap brings together key insights from multiple Empowering Healthy Business podcast conversations focused on tax planning, compliance requirements, deductions, reporting obligations, and strategies that can help business owners make better financial decisions throughout the year.

In this recap, you'll learn about:

• Why tax planning should be a year-round activity
 • The difference between tax planning and tax projecting
 • How bookkeeping impacts tax strategy
 • Entity structure considerations for business owners
 • Sales tax and nexus requirements
 • Beneficial Ownership Information (BOI) reporting
 • W2 withholding and estimated tax planning
 • Home office deductions and business expense tracking
 • Bonus depreciation and other tax-saving opportunities
 • Common compliance and tax mistakes business owners make

One of the biggest themes throughout these conversations is that proactive planning creates options, while waiting until tax season often limits them.

Whether you're a business owner, entrepreneur, or company leader, this recap provides practical insights to help you better understand taxes, compliance, and the financial decisions that can impact your business.

Hosted by Calvin Wilder.

Sponsored by SmartBooks, provider of bookkeeping, accounting, and financial management services for growing businesses.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> This Tax & Compliance recap brings together key insights from multiple Empowering Healthy Business podcast conversations focused on tax planning, compliance requirements, deductions, reporting obligations, and strategies that can help business owners make better financial decisions throughout the year.

In this recap, you'll learn about:

• Why tax planning should be a year-round activity
 • The difference between tax planning and tax projecting
 • How bookkeeping impacts tax strategy
 • Entity structure considerations for business owners
 • Sales tax and nexus requirements
 • Beneficial Ownership Information (BOI) reporting
 • W2 withholding and estimated tax planning
 • Home office deductions and business expense tracking
 • Bonus depreciation and other tax-saving opportunities
 • Common compliance and tax mistakes business owners make

One of the biggest themes throughout these conversations is that proactive planning creates options, while waiting until tax season often limits them.

Whether you're a business owner, entrepreneur, or company leader, this recap provides practical insights to help you better understand taxes, compliance, and the financial decisions that can impact your business.

Hosted by Calvin Wilder.

Sponsored by SmartBooks, provider of bookkeeping, accounting, and financial management services for growing businesses.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-19274343 Tue, 02 Jun 2026 05:00:00 -0400 1537 59 full false 58 Investing in Real Estate with Adam Landrum 58 Investing in Real Estate with Adam Landrum At some point, many business owners begin asking what they should do with extra cash once the business becomes stable.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Adam Landrum about how he approached investing in real estate as a business owner.

Adam shares how high lease costs pushed him to think differently, what happened when he bought commercial property, the renovation mistakes that hurt short-term cash flow, and why the long-term outcome still made sense.

He also compares residential and commercial real estate, explains the role of property management, and offers a realistic view of both the upside and the risk.

In this episode:

  •  Why business owners often turn to real estate 
  •  Renting vs owning office space 
  •  How to think about property as part of a long-term strategy 
  •  Renovation mistakes and what they cost 
  •  Managing tenants, repairs, and day-to-day issues 
  •  Residential vs commercial risk and complexity 

If you are considering real estate as part of your long-term wealth strategy, this episode gives you a practical place to start.

To reach Adam: 

adam@madetomatter.coach

https://www.linkedin.com/in/adamlandrum/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> At some point, many business owners begin asking what they should do with extra cash once the business becomes stable.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Adam Landrum about how he approached investing in real estate as a business owner.

Adam shares how high lease costs pushed him to think differently, what happened when he bought commercial property, the renovation mistakes that hurt short-term cash flow, and why the long-term outcome still made sense.

He also compares residential and commercial real estate, explains the role of property management, and offers a realistic view of both the upside and the risk.

In this episode:

  •  Why business owners often turn to real estate 
  •  Renting vs owning office space 
  •  How to think about property as part of a long-term strategy 
  •  Renovation mistakes and what they cost 
  •  Managing tenants, repairs, and day-to-day issues 
  •  Residential vs commercial risk and complexity 

If you are considering real estate as part of your long-term wealth strategy, this episode gives you a practical place to start.

To reach Adam: 

adam@madetomatter.coach

https://www.linkedin.com/in/adamlandrum/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-19030876 Tue, 21 Apr 2026 05:00:00 -0400 2892 58 full false 57 How to Make EOS Successful in Marketing and Technology Businesses with Jami Mullikin 57 How to Make EOS Successful in Marketing and Technology Businesses with Jami Mullikin As marketing and technology businesses grow, they often become more chaotic, despite having more clients and more work.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder speaks with Jami Mullikin, founder of Wonder, about how to make EOS (Entrepreneurial Operating System) successful in agencies and tech-driven businesses.

They explore how EOS creates clarity, accountability, and alignment—and why structure can actually enhance creativity instead of limiting it.

In this episode:

  •  Why agencies struggle with growth and complexity 
  •  How EOS creates a clear operating rhythm 
  •  The importance of accountability charts 
  •  Why creative teams perform better with structure 
  •  The role of scorecards in measuring performance 
  •  Common challenges in implementing EOS 
  •  How EOS improves both internal operations and client outcomes 

If your business feels harder than it should, this episode will help you rethink how structure can support growth.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> As marketing and technology businesses grow, they often become more chaotic, despite having more clients and more work.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder speaks with Jami Mullikin, founder of Wonder, about how to make EOS (Entrepreneurial Operating System) successful in agencies and tech-driven businesses.

They explore how EOS creates clarity, accountability, and alignment—and why structure can actually enhance creativity instead of limiting it.

In this episode:

  •  Why agencies struggle with growth and complexity 
  •  How EOS creates a clear operating rhythm 
  •  The importance of accountability charts 
  •  Why creative teams perform better with structure 
  •  The role of scorecards in measuring performance 
  •  Common challenges in implementing EOS 
  •  How EOS improves both internal operations and client outcomes 

If your business feels harder than it should, this episode will help you rethink how structure can support growth.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-18957735 Tue, 07 Apr 2026 05:00:00 -0400 3447 57 full false 56 Utilizing AI in Your Sales Process 56 Utilizing AI in Your Sales Process AI is already part of business life—but most small and midsize companies are not using it intentionally inside their sales process.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Jim Norton, MBA, Certified Sales Leader from Sales Acceleration, about how businesses can apply AI in practical ways to improve productivity, forecasting, lead generation, and coaching.

They break down how to start small, measure results, and build confidence before investing in complex systems.

In this episode:

  • Practical productivity uses of AI in sales
  • Smarter CRM systems with pattern recognition
  • AI-driven lead generation
  • Coaching with real call analysis
  • Creating an internal AI policy
  • Evaluating ROI before scaling

If you’re curious about AI but unsure where to begin, this episode gives you a practical roadmap. 

Here is Jim's contact info if you want personalized support:

Email: jnorton@salesxceleration.com

LinkedIn:  Jim Norton, MBA, Certified Sales Leader | LinkedIn - https://www.linkedin.com/in/jim-s-norton/

Jim's Practice Site: Jim Norton - https://salesxceleration.my.canva.site/jim-norton

AI Integration Services We Offer:  AI for Sales | Sales Xceleration- https://salesxceleration.com/ai-for-sales/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> AI is already part of business life—but most small and midsize companies are not using it intentionally inside their sales process.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Jim Norton, MBA, Certified Sales Leader from Sales Acceleration, about how businesses can apply AI in practical ways to improve productivity, forecasting, lead generation, and coaching.

They break down how to start small, measure results, and build confidence before investing in complex systems.

In this episode:

  • Practical productivity uses of AI in sales
  • Smarter CRM systems with pattern recognition
  • AI-driven lead generation
  • Coaching with real call analysis
  • Creating an internal AI policy
  • Evaluating ROI before scaling

If you’re curious about AI but unsure where to begin, this episode gives you a practical roadmap. 

Here is Jim's contact info if you want personalized support:

Email: jnorton@salesxceleration.com

LinkedIn:  Jim Norton, MBA, Certified Sales Leader | LinkedIn - https://www.linkedin.com/in/jim-s-norton/

Jim's Practice Site: Jim Norton - https://salesxceleration.my.canva.site/jim-norton

AI Integration Services We Offer:  AI for Sales | Sales Xceleration- https://salesxceleration.com/ai-for-sales/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-18731291 Tue, 24 Feb 2026 09:00:00 -0500 3329 56 full false 55 What Your CPA Should Be Telling You (But Maybe Isn’t) — with Greg Reed 55 What Your CPA Should Be Telling You (But Maybe Isn’t) — with Greg Reed Most business owners think tax season is about filing returns.
In reality, the biggest tax opportunities happen the other nine months of the year.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Greg Reed about what your CPA should be telling you—especially if you want fewer surprises and better decisions year-round.

They discuss the difference between tax prep and tax planning, why not all tax savings are equal, how multi-year strategy works, and when paying more tax can actually support growth.

In this episode:

  • Why filing early doesn’t mean you’re planning well
  • The difference between deductions, credits, and deferrals
  • Why income smoothing matters
  • When higher taxable income helps with funding
  • Why entity structure and owner pay need regular review
  • The truth about extensions and safe harbor estimates
  • Why tax planning must be proactive

If you’re only meeting your CPA once a year, this episode may change how you think about taxes.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Most business owners think tax season is about filing returns.
In reality, the biggest tax opportunities happen the other nine months of the year.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Greg Reed about what your CPA should be telling you—especially if you want fewer surprises and better decisions year-round.

They discuss the difference between tax prep and tax planning, why not all tax savings are equal, how multi-year strategy works, and when paying more tax can actually support growth.

In this episode:

  • Why filing early doesn’t mean you’re planning well
  • The difference between deductions, credits, and deferrals
  • Why income smoothing matters
  • When higher taxable income helps with funding
  • Why entity structure and owner pay need regular review
  • The truth about extensions and safe harbor estimates
  • Why tax planning must be proactive

If you’re only meeting your CPA once a year, this episode may change how you think about taxes.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-18669498 Tue, 17 Feb 2026 05:00:00 -0500 1515 55 full false 54 Tax Season Preparation with Greg Reed 54 Tax Season Preparation with Greg Reed Tax season doesn’t cause stress because of paperwork; it causes stress because business owners don’t know what’s coming.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Greg Reed, Head of Tax at SmartBooks, about how business owners can prepare for tax season in January to avoid surprises and reduce anxiety.

They break down the difference between tax filing, projections, planning, and coaching, and explain what steps actually make tax season smoother.

In this episode, you’ll learn:

  • Why uncertainty creates tax anxiety
  • What to organize in January to stay ahead
  • How clean bookkeeping impacts tax prep
  • How to prepare for 1099s and estimated payments
  • When itemized deductions may apply again
  • Why proactive tax support matters

If tax season feels stressful every year, this episode will help you approach it with more clarity and control.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Tax season doesn’t cause stress because of paperwork; it causes stress because business owners don’t know what’s coming.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Greg Reed, Head of Tax at SmartBooks, about how business owners can prepare for tax season in January to avoid surprises and reduce anxiety.

They break down the difference between tax filing, projections, planning, and coaching, and explain what steps actually make tax season smoother.

In this episode, you’ll learn:

  • Why uncertainty creates tax anxiety
  • What to organize in January to stay ahead
  • How clean bookkeeping impacts tax prep
  • How to prepare for 1099s and estimated payments
  • When itemized deductions may apply again
  • Why proactive tax support matters

If tax season feels stressful every year, this episode will help you approach it with more clarity and control.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-18484083 Tue, 13 Jan 2026 05:00:00 -0500 1164 54 full false #53 What Business Owners Need to Know About Retirement Plans with Charles Reichelt #53 What Business Owners Need to Know About Retirement Plans with Charles Reichelt Choosing the right retirement plan is one of the most important—and confusing, decisions a business owner makes.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder talks with Charles Reichelt about how small business owners can design retirement plans that work for both the owner and the team.

They cover the pros and cons of different plan types, how to manage costs and compliance, and how employee education plays a critical role in plan success.

In this episode, you’ll learn:

  • How different retirement plans work for small businesses
  • When to use a 401(k), SIMPLE IRA, SEP IRA, or solo 401(k)
  • How to increase owner contributions while staying compliant
  • How to keep plan fees transparent and competitive
  • When it’s time to benchmark or redesign your plan

If you’re starting a retirement plan, or wondering whether your current plan still fits, this episode provides clear guidance to help you make confident decisions.
Charles Reichelt - FTG Squared
Direct phone: 301-466-9945

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Choosing the right retirement plan is one of the most important—and confusing, decisions a business owner makes.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder talks with Charles Reichelt about how small business owners can design retirement plans that work for both the owner and the team.

They cover the pros and cons of different plan types, how to manage costs and compliance, and how employee education plays a critical role in plan success.

In this episode, you’ll learn:

  • How different retirement plans work for small businesses
  • When to use a 401(k), SIMPLE IRA, SEP IRA, or solo 401(k)
  • How to increase owner contributions while staying compliant
  • How to keep plan fees transparent and competitive
  • When it’s time to benchmark or redesign your plan

If you’re starting a retirement plan, or wondering whether your current plan still fits, this episode provides clear guidance to help you make confident decisions.
Charles Reichelt - FTG Squared
Direct phone: 301-466-9945

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Buzzsprout-18369826 Tue, 23 Dec 2025 05:00:00 -0500 3102 53 full false #52 How Businesses Can Finally Get Value from Credit Bureaus with Brian Suthoff #52 How Businesses Can Finally Get Value from Credit Bureaus with Brian Suthoff Many small and mid-size B2B companies extend payment terms—but struggle to know which customers are truly creditworthy.

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder sits down with Brian Suthoff, CEO of Truverto, to explain how businesses can finally get value from credit bureaus and make better credit decisions without heavy IT or manual uploads.

Brian breaks down how new accounting system integrations now allow small businesses to automatically share A/R data, receive validated company profiles, and get usable credit scores—all in real time.

💡 In This Episode:

  • Why business credit bureaus matter for small businesses
  • How to automate trade reporting with QuickBooks or Dynamics 365
  • How to use bureau data to improve cash flow and reduce fraud
  • Setting terms by risk tier (low, medium, high)
  • The 5-step rollout plan to get results in 60 days

If your business extends credit, this episode will show you how to turn bureau data into a tool for faster payments, safer approvals, and better working capital.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Many small and mid-size B2B companies extend payment terms—but struggle to know which customers are truly creditworthy.

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder sits down with Brian Suthoff, CEO of Truverto, to explain how businesses can finally get value from credit bureaus and make better credit decisions without heavy IT or manual uploads.

Brian breaks down how new accounting system integrations now allow small businesses to automatically share A/R data, receive validated company profiles, and get usable credit scores—all in real time.

💡 In This Episode:

  • Why business credit bureaus matter for small businesses
  • How to automate trade reporting with QuickBooks or Dynamics 365
  • How to use bureau data to improve cash flow and reduce fraud
  • Setting terms by risk tier (low, medium, high)
  • The 5-step rollout plan to get results in 60 days

If your business extends credit, this episode will show you how to turn bureau data into a tool for faster payments, safer approvals, and better working capital.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-18153806 Tue, 18 Nov 2025 05:00:00 -0500 3013 52 full false #51 New Developments Impacting 2025 Year-End Tax Planning with Greg Reed #51 New Developments Impacting 2025 Year-End Tax Planning with Greg Reed As 2025 wraps up, smart business owners are already preparing for tax season.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder speaks with Greg Reed, Head of Tax at SmartBooks and Certified Tax Coach, about the latest developments affecting 2025 year-end tax planning.

Greg explains how to use new rules and deductions to reduce your tax burden and plan confidently before December 31.

💡 In This Episode:

  • 100% bonus depreciation vs. Section 179 — which to use
  • SALT cap increase and PTET strategies for high-income owners
  • What’s changing with QBI and 1099 thresholds
  • How to reclaim R&D expenses from prior years
  • The 100% write-off window for manufacturing and production facilities
  • A practical year-end tax checklist for every business owner

Whether your business had a record year or a down year, this episode helps you identify the levers that actually lower your tax bill.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> As 2025 wraps up, smart business owners are already preparing for tax season.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder speaks with Greg Reed, Head of Tax at SmartBooks and Certified Tax Coach, about the latest developments affecting 2025 year-end tax planning.

Greg explains how to use new rules and deductions to reduce your tax burden and plan confidently before December 31.

💡 In This Episode:

  • 100% bonus depreciation vs. Section 179 — which to use
  • SALT cap increase and PTET strategies for high-income owners
  • What’s changing with QBI and 1099 thresholds
  • How to reclaim R&D expenses from prior years
  • The 100% write-off window for manufacturing and production facilities
  • A practical year-end tax checklist for every business owner

Whether your business had a record year or a down year, this episode helps you identify the levers that actually lower your tax bill.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-18104350 Tue, 11 Nov 2025 05:00:00 -0500 1559 51 full false #50 Understanding Crypto Investments and Preventing Financial Fraud with Jason Costain #50 Understanding Crypto Investments and Preventing Financial Fraud with Jason Costain Crypto can be exciting — but it’s also one of today’s biggest financial risks.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder talks with Jason Costain, a banking fraud expert with over 25 years of experience, about what business owners need to know to protect their money, data, and trust in the digital world.

Jason explains where crypto risk really lives, how scams operate, and what simple steps can help you avoid becoming the next victim.

 In This Episode:

  • What makes crypto investments high-risk for small businesses
  • How modern scams exploit human behavior, not just technology
  • Real tactics banks use to detect and stop fraud
  • Practical steps to protect your business accounts and payments
  • How to prepare for AI-powered scams and deepfakes
  • When blockchain technology actually makes sense

Whether you’re curious about crypto or just want to keep your finances safe, this episode delivers clear, actionable advice to help you stay ahead of fraud.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Crypto can be exciting — but it’s also one of today’s biggest financial risks.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder talks with Jason Costain, a banking fraud expert with over 25 years of experience, about what business owners need to know to protect their money, data, and trust in the digital world.

Jason explains where crypto risk really lives, how scams operate, and what simple steps can help you avoid becoming the next victim.

 In This Episode:

  • What makes crypto investments high-risk for small businesses
  • How modern scams exploit human behavior, not just technology
  • Real tactics banks use to detect and stop fraud
  • Practical steps to protect your business accounts and payments
  • How to prepare for AI-powered scams and deepfakes
  • When blockchain technology actually makes sense

Whether you’re curious about crypto or just want to keep your finances safe, this episode delivers clear, actionable advice to help you stay ahead of fraud.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-18068211 Tue, 04 Nov 2025 05:00:00 -0500 3825 50 full false #49 Growing Local and Home Service Businesses with Sean Garner #49 Growing Local and Home Service Businesses with Sean Garner You can be the best plumber, electrician, or home-service provider in town — but if your marketing isn’t connected, your phone won’t keep ringing.

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder talks with Sean Garner, marketing strategist and founder of a full-service agency that helps small and local businesses grow through modern systems.

Sean explains why local marketing is different, how to use his Marketing Domination Framework (Build → Fill → Optimize), and which automations can help you turn missed calls into booked jobs.

In This Episode:

  • Why mindset matters more than ad spend
  • How to build, fill, and optimize your marketing funnel
  • Why Google Local Service Ads outperform traditional campaigns
  • Simple automations to capture every lead
  • How to build trust and a recognizable local brand

Whether you run a home-service business or manage a local professional firm, this episode is your playbook for sustainable, scalable growth.

Listen now on all major podcast platforms.

Check out free resources from Sean Garner at https://www.seangarner.co/ehb

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> You can be the best plumber, electrician, or home-service provider in town — but if your marketing isn’t connected, your phone won’t keep ringing.

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder talks with Sean Garner, marketing strategist and founder of a full-service agency that helps small and local businesses grow through modern systems.

Sean explains why local marketing is different, how to use his Marketing Domination Framework (Build → Fill → Optimize), and which automations can help you turn missed calls into booked jobs.

In This Episode:

  • Why mindset matters more than ad spend
  • How to build, fill, and optimize your marketing funnel
  • Why Google Local Service Ads outperform traditional campaigns
  • Simple automations to capture every lead
  • How to build trust and a recognizable local brand

Whether you run a home-service business or manage a local professional firm, this episode is your playbook for sustainable, scalable growth.

Listen now on all major podcast platforms.

Check out free resources from Sean Garner at https://www.seangarner.co/ehb

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-18008276 Tue, 28 Oct 2025 05:00:00 -0400 2857 49 full false #48 Using Intuition to Make Better Business Decisions with Nick Musica #48 Using Intuition to Make Better Business Decisions with Nick Musica Most business owners rely on data—but great leaders know intuition matters just as much.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder sits down with Nick Musica, founder of Optics In, to talk about how intuition helps business owners make smarter, more confident decisions.

Nick shares how he shifted from a data-driven marketing career to an intuitive leadership approach—balancing analytics with awareness to unlock clarity, creativity, and growth.

What You’ll Learn:

  • Why intuition complements financial data in decision-making
  • How to build intuitive awareness through meditation and practice
  • How to coach with clarity using presence-based techniques
  • How intuition can turn fear into opportunity
  • The balance between logic, data, and emotion in business decisions

Whether you’re a business owner or a team leader, this episode will help you make decisions that feel right—and work in the long run.

Listen now and subscribe for more practical insights on building a healthy, thriving business.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Most business owners rely on data—but great leaders know intuition matters just as much.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder sits down with Nick Musica, founder of Optics In, to talk about how intuition helps business owners make smarter, more confident decisions.

Nick shares how he shifted from a data-driven marketing career to an intuitive leadership approach—balancing analytics with awareness to unlock clarity, creativity, and growth.

What You’ll Learn:

  • Why intuition complements financial data in decision-making
  • How to build intuitive awareness through meditation and practice
  • How to coach with clarity using presence-based techniques
  • How intuition can turn fear into opportunity
  • The balance between logic, data, and emotion in business decisions

Whether you’re a business owner or a team leader, this episode will help you make decisions that feel right—and work in the long run.

Listen now and subscribe for more practical insights on building a healthy, thriving business.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17976104 Tue, 21 Oct 2025 05:00:00 -0400 2873 48 full false #47 Landman Explains Protecting Your Home Against Title Fraud & Squatters #47 Landman Explains Protecting Your Home Against Title Fraud & Squatters Most homeowners worry about credit card fraud or identity theft—but few realize their property title can be stolen on paper. Title fraud and squatters are fast-growing threats that can cost property owners thousands of dollars and months of legal battles.

In this episode of Empowering Healthy Business, host Calvin Wilder speaks with Kurt Moore, founder of Mo Title Security and a veteran landman with 30 years of experience in public records and contracts. Kurt explains how title fraud works, why squatters are difficult to remove, and—most importantly—what homeowners can do to protect themselves.

You’ll learn:

  • What title fraud is and how criminals profit from it
  • Why elderly homeowners and mortgage-free properties are prime targets
  • How a Title Freeze filing works like a “credit freeze” for real estate
  • Why squatters are so hard (and costly) to evict
  • How a Notice of Occupancy helps law enforcement and courts act faster

Protecting your home doesn’t have to be complicated—but it does have to be proactive. Listen now and learn how to safeguard your property from two of today’s fastest-growing real estate threats.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Most homeowners worry about credit card fraud or identity theft—but few realize their property title can be stolen on paper. Title fraud and squatters are fast-growing threats that can cost property owners thousands of dollars and months of legal battles.

In this episode of Empowering Healthy Business, host Calvin Wilder speaks with Kurt Moore, founder of Mo Title Security and a veteran landman with 30 years of experience in public records and contracts. Kurt explains how title fraud works, why squatters are difficult to remove, and—most importantly—what homeowners can do to protect themselves.

You’ll learn:

  • What title fraud is and how criminals profit from it
  • Why elderly homeowners and mortgage-free properties are prime targets
  • How a Title Freeze filing works like a “credit freeze” for real estate
  • Why squatters are so hard (and costly) to evict
  • How a Notice of Occupancy helps law enforcement and courts act faster

Protecting your home doesn’t have to be complicated—but it does have to be proactive. Listen now and learn how to safeguard your property from two of today’s fastest-growing real estate threats.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17950280 Tue, 14 Oct 2025 05:00:00 -0400 1794 47 full false #46 Scaling from Small Business to Mid-Market #46 Scaling from Small Business to Mid-Market Growing from small business to mid-market changes everything—especially in finance. What used to work in “survival mode” no longer scales.

In the latest episode of the Empowering Healthy Business Podcast, Calvin is joined by Priya Chanduraj of FIN Team to talk about how finance becomes a driver of growth, not just a record-keeper.

Here’s what you’ll learn:

  • When to hire a controller, a CFO, or fractional support


  • How to evaluate if your systems and controls are ready to scale


  • Why forecasting and strategy alignment matter more as you grow

What it takes to prepare for M&A and outside capital

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Growing from small business to mid-market changes everything—especially in finance. What used to work in “survival mode” no longer scales.

In the latest episode of the Empowering Healthy Business Podcast, Calvin is joined by Priya Chanduraj of FIN Team to talk about how finance becomes a driver of growth, not just a record-keeper.

Here’s what you’ll learn:

  • When to hire a controller, a CFO, or fractional support


  • How to evaluate if your systems and controls are ready to scale


  • Why forecasting and strategy alignment matter more as you grow

What it takes to prepare for M&A and outside capital

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17914327 Tue, 07 Oct 2025 05:00:00 -0400 2569 Finance, Small Business, Business scaling, Finance Teams, 1 46 full false #45 How to Win More Clients Through Referrals Not Cold Leads #45 How to Win More Clients Through Referrals Not Cold Leads Most B2B service businesses pour time and money into “lead gen,” only to be swamped with unqualified prospects and wasted effort. In this episode of Empowering Healthy Business, host Calvin Wilder talks with Tom Freedman of Defiant Enterprises about a smarter approach: building growth on referrals, not cold leads.

Tom shares his five-step framework for making referral-based selling repeatable and scalable, including how to:

  • Reverse-engineer your numbers and model sustainable growth
  • Position your offer, audience, and message for impact
  • Use your CRM to track referral partners and conversations
  • Build genuine partnerships instead of chasing cold leads
  • Scale confidently by documenting your process and adding producers

If you’re tired of endless prospect lists and want a proven, relationship-driven way to grow, this episode will give you a clear, practical playbook you can start using right away.

Listen now and learn how to turn trusted introductions into paying clients.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Most B2B service businesses pour time and money into “lead gen,” only to be swamped with unqualified prospects and wasted effort. In this episode of Empowering Healthy Business, host Calvin Wilder talks with Tom Freedman of Defiant Enterprises about a smarter approach: building growth on referrals, not cold leads.

Tom shares his five-step framework for making referral-based selling repeatable and scalable, including how to:

  • Reverse-engineer your numbers and model sustainable growth
  • Position your offer, audience, and message for impact
  • Use your CRM to track referral partners and conversations
  • Build genuine partnerships instead of chasing cold leads
  • Scale confidently by documenting your process and adding producers

If you’re tired of endless prospect lists and want a proven, relationship-driven way to grow, this episode will give you a clear, practical playbook you can start using right away.

Listen now and learn how to turn trusted introductions into paying clients.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17909295 Tue, 30 Sep 2025 05:00:00 -0400 2742 45 full false #44 How to Use a CRM for Small Business Growth #44 How to Use a CRM for Small Business Growth Running a business with scattered spreadsheets and one-off emails makes growth harder than it needs to be. In this episode of Empowering Healthy Business, host Calvin Wilder sits down with Jason Kramer of Cultivize to unpack how small businesses can use a CRM to bring order, consistency, and measurable results to sales and marketing.

You’ll hear practical ways to:

  • Build a repeatable sales process that doesn’t depend on memory
  • Use data to prioritize leads and focus on quality over quantity
  • Track marketing ROI without guesswork
  • Start simple with phased CRM adoption—and avoid common pitfalls

Whether you’re still managing leads in Excel or ready to scale with automation, this conversation breaks CRM down into clear, actionable steps you can use right away.

Listen now and learn how a CRM can become one of the simplest levers for growth in your business.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Running a business with scattered spreadsheets and one-off emails makes growth harder than it needs to be. In this episode of Empowering Healthy Business, host Calvin Wilder sits down with Jason Kramer of Cultivize to unpack how small businesses can use a CRM to bring order, consistency, and measurable results to sales and marketing.

You’ll hear practical ways to:

  • Build a repeatable sales process that doesn’t depend on memory
  • Use data to prioritize leads and focus on quality over quantity
  • Track marketing ROI without guesswork
  • Start simple with phased CRM adoption—and avoid common pitfalls

Whether you’re still managing leads in Excel or ready to scale with automation, this conversation breaks CRM down into clear, actionable steps you can use right away.

Listen now and learn how a CRM can become one of the simplest levers for growth in your business.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17875776 Tue, 23 Sep 2025 05:00:00 -0400 2357 44 full false #43 How Business Owners Can Maximize the Home Office Tax Deduction #43 How Business Owners Can Maximize the Home Office Tax Deduction Working from home has become a permanent reality for many entrepreneurs, but too often business owners miss out on valuable tax savings.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder talks with Greg Reid, Head of Tax at SmartBooks, about how to take full advantage of the home office tax deduction.

You’ll learn:

  • What qualifies as a home office under IRS rules
  • Which expenses you can deduct, from office equipment to utilities and insurance
  • How to calculate your deduction using square footage
  • When depreciation makes sense—and what to know if you sell your home
  • Why quarterly reimbursements and simple documentation keep you audit-ready
  • Bonus: how to deduct mileage if your home office is your principal place of business

If you run a business from home—even part-time—this episode will help you avoid missed opportunities and keep more of your hard-earned money.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Working from home has become a permanent reality for many entrepreneurs, but too often business owners miss out on valuable tax savings.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder talks with Greg Reid, Head of Tax at SmartBooks, about how to take full advantage of the home office tax deduction.

You’ll learn:

  • What qualifies as a home office under IRS rules
  • Which expenses you can deduct, from office equipment to utilities and insurance
  • How to calculate your deduction using square footage
  • When depreciation makes sense—and what to know if you sell your home
  • Why quarterly reimbursements and simple documentation keep you audit-ready
  • Bonus: how to deduct mileage if your home office is your principal place of business

If you run a business from home—even part-time—this episode will help you avoid missed opportunities and keep more of your hard-earned money.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17814097 Tue, 16 Sep 2025 05:00:00 -0400 1647 43 full false #42 Why Finance and Operations Alignment Matters #42 Why Finance and Operations Alignment Matters Finance and operations often operate in silos—but when they align, small businesses grow faster, make fewer mistakes, and stay profitable. In this episode of the Empowering Healthy Business Podcast, we break down why this alignment is critical and how to achieve it. You’ll learn:

  • The key differences between finance and operations priorities
  • Common challenges that cause miscommunication and inefficiency
  • How to use data and metrics to bridge the gap between teams
  • Essential metrics to track, like Gross Margin per Billable Hour, LTV:CAC, and Utilization Rate
  • Practical tactics for building collaboration and accountability
  • Why aligned teams grow 20–30% faster with fewer costly errors

By the end, you’ll see how finance and operations can work together seamlessly to maximize profitability and create sustainable growth.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Finance and operations often operate in silos—but when they align, small businesses grow faster, make fewer mistakes, and stay profitable. In this episode of the Empowering Healthy Business Podcast, we break down why this alignment is critical and how to achieve it. You’ll learn:

  • The key differences between finance and operations priorities
  • Common challenges that cause miscommunication and inefficiency
  • How to use data and metrics to bridge the gap between teams
  • Essential metrics to track, like Gross Margin per Billable Hour, LTV:CAC, and Utilization Rate
  • Practical tactics for building collaboration and accountability
  • Why aligned teams grow 20–30% faster with fewer costly errors

By the end, you’ll see how finance and operations can work together seamlessly to maximize profitability and create sustainable growth.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17759905 Tue, 09 Sep 2025 11:00:00 -0400 2155 42 full false #41 How to Prepare Taxes for Your Small Business #41 How to Prepare Taxes for Your Small Business Filing taxes for your small business doesn’t have to feel overwhelming. In this episode, you’ll learn practical steps to make tax season stress-free and efficient, including:

  • How to gather and organize essential financial documents
  • Why your business structure matters for tax filing
  • The most common small business expenses you can deduct
  • When and how to pay quarterly estimated taxes
  • Choosing between tax software vs. hiring a professional
  • How bookkeeping support can save time and maximize deductions

By the end, you’ll have a clear roadmap for preparing taxes and avoiding costly mistakes—so you can focus more on growing your business.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Filing taxes for your small business doesn’t have to feel overwhelming. In this episode, you’ll learn practical steps to make tax season stress-free and efficient, including:

  • How to gather and organize essential financial documents
  • Why your business structure matters for tax filing
  • The most common small business expenses you can deduct
  • When and how to pay quarterly estimated taxes
  • Choosing between tax software vs. hiring a professional
  • How bookkeeping support can save time and maximize deductions

By the end, you’ll have a clear roadmap for preparing taxes and avoiding costly mistakes—so you can focus more on growing your business.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17759822 Tue, 02 Sep 2025 09:00:00 -0400 1156 41 full false #40 Building a Business Without Sacrificing Your Life #40 Building a Business Without Sacrificing Your Life Does building a successful business really mean sacrificing your health, family, and freedom? In this episode, Calvin Wilder sits down with James Brown, founder of the Business Accelerator Institute, to challenge the myth that growth requires endless sacrifice. You’ll discover:

  • Why the “sacrifice myth” leads to burnout and declining revenue
  • How delegation turns from an expense into a high-ROI investment
  • The three areas owners should focus their time on strategy, marketing, and sales
  • Key financial ratios every service business should track (payroll, marketing, occupancy)
  • How shifting your mindset helps you build a business that supports your life
  • Practical ways to grow without working nights and weekends

James shares his journey of learning to let go, measure results, and focus on what truly drives growth. The message is clear: your business should work for you—not the other way around.

James has made available download resources at https://businessaccelerator.institute/ehb/.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Does building a successful business really mean sacrificing your health, family, and freedom? In this episode, Calvin Wilder sits down with James Brown, founder of the Business Accelerator Institute, to challenge the myth that growth requires endless sacrifice. You’ll discover:

  • Why the “sacrifice myth” leads to burnout and declining revenue
  • How delegation turns from an expense into a high-ROI investment
  • The three areas owners should focus their time on strategy, marketing, and sales
  • Key financial ratios every service business should track (payroll, marketing, occupancy)
  • How shifting your mindset helps you build a business that supports your life
  • Practical ways to grow without working nights and weekends

James shares his journey of learning to let go, measure results, and focus on what truly drives growth. The message is clear: your business should work for you—not the other way around.

James has made available download resources at https://businessaccelerator.institute/ehb/.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17759776 Mon, 01 Sep 2025 08:00:00 -0400 3212 40 full false #39 Meals, Entertainment & Travel Tax Deduction Rules #39 Meals, Entertainment & Travel Tax Deduction Rules This episode's topic is near and dear to many business owners. There are probably a lot of misconceptions about it. There's a lot of gray area about it. Just because the business spends money on something doesn't necessarily mean it is tax-deductible on the tax returns. There are documentation, compliance considerations. Greg Reed, CPA joins the show to discuss the tax deductibility of:

  • Meals
  • Entertainment
  • Travel

Greg can be reached at smartbookstax.com or greed@smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> This episode's topic is near and dear to many business owners. There are probably a lot of misconceptions about it. There's a lot of gray area about it. Just because the business spends money on something doesn't necessarily mean it is tax-deductible on the tax returns. There are documentation, compliance considerations. Greg Reed, CPA joins the show to discuss the tax deductibility of:

  • Meals
  • Entertainment
  • Travel

Greg can be reached at smartbookstax.com or greed@smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17447845 Mon, 14 Jul 2025 06:00:00 -0400 1268 39 full false #38 Tax Changes in the "Big Beautiful Bill" #38 Tax Changes in the "Big Beautiful Bill" With the Trump administration's "Big Beautiful Bill" working its way through Congress, Greg Reed joins us to discuss expected tax changes including:

  • Overview of the "Big Beautiful Bill"
  • SALT Deduction and Tax Benefits
  • Bonus Depreciation and Section 179
  • Tips, Medicaid, and Clean Energy Changes
  • Key Takeaways and Quarterly Reminders

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> With the Trump administration's "Big Beautiful Bill" working its way through Congress, Greg Reed joins us to discuss expected tax changes including:

  • Overview of the "Big Beautiful Bill"
  • SALT Deduction and Tax Benefits
  • Bonus Depreciation and Section 179
  • Tips, Medicaid, and Clean Energy Changes
  • Key Takeaways and Quarterly Reminders

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17251587 Tue, 03 Jun 2025 06:00:00 -0400 860 38 full false #37 Managing Payroll Tax Withholding #37 Managing Payroll Tax Withholding In this episode, Cal sits down with tax expert Greg Reed to uncover hidden risks that business owners often miss when it comes to payroll tax withholding. As your income shifts, whether from business profits, life changes, or other sources, your W2 withholding may no longer be enough. Without regular adjustments, this can lead to surprise tax bills, penalties, or even overpayments. Greg explains why reviewing your withholding yearly (ideally in January) is essential, especially after major life or income changes. He also dives into strategies like year-end bonus withholding to avoid penalties, though these come with extra payroll taxes. Plus, state tax requirements often differ from federal, adding complexity. Bottom line? Staying proactive with your payroll tax planning can help avoid surprises, keep your cash flow healthy, and protect your business from costly mistakes.

Main Takeaways:

  • Withholding errors can lead to surprise tax bills and penalties.
  • Life and business changes (new business income, marriage, etc.) require withholding updates.
  • Year-end bonus withholding can help avoid penalties, but increases payroll taxes.
  • State and federal withholding rules can differ.
  • Reviewing your withholding annually is smart and prevents surprises.
  • Working with your CPA or using IRS tools can make adjustments easier

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> In this episode, Cal sits down with tax expert Greg Reed to uncover hidden risks that business owners often miss when it comes to payroll tax withholding. As your income shifts, whether from business profits, life changes, or other sources, your W2 withholding may no longer be enough. Without regular adjustments, this can lead to surprise tax bills, penalties, or even overpayments. Greg explains why reviewing your withholding yearly (ideally in January) is essential, especially after major life or income changes. He also dives into strategies like year-end bonus withholding to avoid penalties, though these come with extra payroll taxes. Plus, state tax requirements often differ from federal, adding complexity. Bottom line? Staying proactive with your payroll tax planning can help avoid surprises, keep your cash flow healthy, and protect your business from costly mistakes.

Main Takeaways:

  • Withholding errors can lead to surprise tax bills and penalties.
  • Life and business changes (new business income, marriage, etc.) require withholding updates.
  • Year-end bonus withholding can help avoid penalties, but increases payroll taxes.
  • State and federal withholding rules can differ.
  • Reviewing your withholding annually is smart and prevents surprises.
  • Working with your CPA or using IRS tools can make adjustments easier

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-17077437 Tue, 06 May 2025 04:00:00 -0400 631 37 full false #36 Tax To Dos After April 15th #36 Tax To Dos After April 15th Think tax season is over? Think again. In this episode, Cal sits down with tax expert Greg to talk about what savvy business owners should be doing after April 15th. From maximizing deductions to planning for upcoming tax law changes, this conversation is packed with insights for those who want to stay ahead—not just compliant.

Greg shares real-world strategies to avoid tax-time surprises, reduce penalties, and keep more of your hard-earned cash. Plus, he breaks down estimated taxes, business structure reviews, and how to fund retirement accounts strategically. He even clears up myths around the home office deduction and reveals a powerful state tax workaround that may not be around forever.

If you’ve ever felt blindsided by a big tax bill or waited too long to make tax-saving moves, this is your wake-up call.

If you’re serious about running a healthy business that’s profitable yet doesn't drown you in taxes, don’t miss this episode.

  • Why tax planning is a year-round sport
  • What the IRS won’t tell you about extensions and penalties
  • A simple strategy to make home office deductions easy and audit-proof
  • When to talk to your CPA (hint: now!)
  • How the “Pass-Through Entity Tax” workaround can save you thousands

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Think tax season is over? Think again. In this episode, Cal sits down with tax expert Greg to talk about what savvy business owners should be doing after April 15th. From maximizing deductions to planning for upcoming tax law changes, this conversation is packed with insights for those who want to stay ahead—not just compliant.

Greg shares real-world strategies to avoid tax-time surprises, reduce penalties, and keep more of your hard-earned cash. Plus, he breaks down estimated taxes, business structure reviews, and how to fund retirement accounts strategically. He even clears up myths around the home office deduction and reveals a powerful state tax workaround that may not be around forever.

If you’ve ever felt blindsided by a big tax bill or waited too long to make tax-saving moves, this is your wake-up call.

If you’re serious about running a healthy business that’s profitable yet doesn't drown you in taxes, don’t miss this episode.

  • Why tax planning is a year-round sport
  • What the IRS won’t tell you about extensions and penalties
  • A simple strategy to make home office deductions easy and audit-proof
  • When to talk to your CPA (hint: now!)
  • How the “Pass-Through Entity Tax” workaround can save you thousands

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16921692 Tue, 15 Apr 2025 06:00:00 -0400 1228 36 full false Greg Reed Calvin Wilder #35 Beneficial Ownership Reporting Update and Tax Planning Win #35 Beneficial Ownership Reporting Update and Tax Planning Win The US Treasury Department announced a major change to beneficial filing requirements affecting most small business owners in the U.S. In this episode, Greg Reed, head of tax at SmartBooks, shares important updates. 

He also shares a tax planning success story about how he saved a client $29,000 in tax.

We also discuss important informational filings that still must be made by many U.S. businesses that do business internationally that have major penalties if not done.

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> The US Treasury Department announced a major change to beneficial filing requirements affecting most small business owners in the U.S. In this episode, Greg Reed, head of tax at SmartBooks, shares important updates. 

He also shares a tax planning success story about how he saved a client $29,000 in tax.

We also discuss important informational filings that still must be made by many U.S. businesses that do business internationally that have major penalties if not done.

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16707558 Mon, 03 Mar 2025 15:00:00 -0500 586 35 full false Greg Reed Calvin Wilder #34 Benefits of Proactive Tax Planning vs. Reactive Tax Filing #34 Benefits of Proactive Tax Planning vs. Reactive Tax Filing I’m excited to announced that SmartBooks Head of Tax Greg Reed is now officially a Certified Tax Coach. Tax planning and minimization has been a core part of our tax practice. With advanced study with the American Institute of Certified Tax Planners, Greg will be able to do even more to help business owners pay less tax.

More specifically, this episode includes:

  • Accountants, CPAs, and other roles to fill in your accounting team
  • Benefits of working with a Certified Tax Coach 
  • The right time to do tax planning
  • Tax tactics vs. a comprehensive tax strategy
  • Greg saves a SmartBooks client $200,000 in taxes
  • Documentation is key to being able to justify tax deductions

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> I’m excited to announced that SmartBooks Head of Tax Greg Reed is now officially a Certified Tax Coach. Tax planning and minimization has been a core part of our tax practice. With advanced study with the American Institute of Certified Tax Planners, Greg will be able to do even more to help business owners pay less tax.

More specifically, this episode includes:

  • Accountants, CPAs, and other roles to fill in your accounting team
  • Benefits of working with a Certified Tax Coach 
  • The right time to do tax planning
  • Tax tactics vs. a comprehensive tax strategy
  • Greg saves a SmartBooks client $200,000 in taxes
  • Documentation is key to being able to justify tax deductions

Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16561134 Tue, 11 Feb 2025 06:00:00 -0500 1156 34 full false Greg Reed Calvin Wilder #33 The Founder as Chief Salesperson #33 The Founder as Chief Salesperson
A challenge all businesses face is setting up the sales function for success. In this episode, Christopher Filipiak explores why it is critical for the Founder to master the sales process regardless of whether the plan is to hire salespeople or for the founder to continue to be the primary salesperson.

More specifically, this episode includes:

  • The core of the sales process is creating and having conversations
  • Challenges of delegating sales when the founder has not mastered it
  • The sales mindset founders need to embrace
  • Are salespeople born or made?
  • Pitfalls of founders as salespeople
  • Founder sales mastery is the foundation for hiring salespeople


Reach Christopher Filipiak at https://www.linkedin.com/in/christopherfilipiak or https://www.christopherfilipiak.com/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]>
A challenge all businesses face is setting up the sales function for success. In this episode, Christopher Filipiak explores why it is critical for the Founder to master the sales process regardless of whether the plan is to hire salespeople or for the founder to continue to be the primary salesperson.

More specifically, this episode includes:

  • The core of the sales process is creating and having conversations
  • Challenges of delegating sales when the founder has not mastered it
  • The sales mindset founders need to embrace
  • Are salespeople born or made?
  • Pitfalls of founders as salespeople
  • Founder sales mastery is the foundation for hiring salespeople


Reach Christopher Filipiak at https://www.linkedin.com/in/christopherfilipiak or https://www.christopherfilipiak.com/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16489962 Tue, 28 Jan 2025 06:00:00 -0500 2163 33 full false Christopher Filipiak Calvin Wilder #32 - Beneficial Ownership Filing Requirement Update and Preparing for Year End Tax Filings #32 - Beneficial Ownership Filing Requirement Update and Preparing for Year End Tax Filings Within the past week, the Beneficial Ownership Information (BOI) filing requirement was both reinstated and then suspended again, pending further legal review. Greg Reed provides an update on the current status of the BOI fiing requirement and his filing recommendations.

Greg also provides advice on gathering documentation to make your annual income tax filings as efficient as possible and explains that while you can extend the deadline to file your tax returns, you still need to pay tax by the initial deadline to avoid penalties and interest.

Reach Greg Reed at smartbookstax.com or greed@smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Within the past week, the Beneficial Ownership Information (BOI) filing requirement was both reinstated and then suspended again, pending further legal review. Greg Reed provides an update on the current status of the BOI fiing requirement and his filing recommendations.

Greg also provides advice on gathering documentation to make your annual income tax filings as efficient as possible and explains that while you can extend the deadline to file your tax returns, you still need to pay tax by the initial deadline to avoid penalties and interest.

Reach Greg Reed at smartbookstax.com or greed@smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16362756 Thu, 02 Jan 2025 06:00:00 -0500 895 32 full false Greg Reed Calvin Wilder #31 - Lean Marketing for More Customers at Lower Cost #31 - Lean Marketing for More Customers at Lower Cost Would you like to learn how to get more customers at a lower cost of customer acquisition than your current marketing is producing? In this episode Sarah Noel Block presents her approach to lean marketing that can be done in just 4 hours per week.

More specifically, this episode includes:

  • 01:48 What is “Lean Marketing”
  • 02:19 Narrowing your focus to attract more, better-qualified leads
  • 05:56 Clearly defining your Signature Offer 
  • 07:00 Selecting One Marketing Channel to be efficient
  • 08:25 Utilizing a Gateway Offer to start new customer relationships
  • 11:10 Core Content to nurture prospective customers
  • 14:29 How Sarah uses AI to create all her content in 4 hours per week
  • 23:59 Passive lead magnets and active lead generators
  • 25:42 Sarah’s Tiny Marketing Club resources 

Reach Sarah Noel Block at https://sarahnoelblock.com/club

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Would you like to learn how to get more customers at a lower cost of customer acquisition than your current marketing is producing? In this episode Sarah Noel Block presents her approach to lean marketing that can be done in just 4 hours per week.

More specifically, this episode includes:

  • 01:48 What is “Lean Marketing”
  • 02:19 Narrowing your focus to attract more, better-qualified leads
  • 05:56 Clearly defining your Signature Offer 
  • 07:00 Selecting One Marketing Channel to be efficient
  • 08:25 Utilizing a Gateway Offer to start new customer relationships
  • 11:10 Core Content to nurture prospective customers
  • 14:29 How Sarah uses AI to create all her content in 4 hours per week
  • 23:59 Passive lead magnets and active lead generators
  • 25:42 Sarah’s Tiny Marketing Club resources 

Reach Sarah Noel Block at https://sarahnoelblock.com/club

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16273471 Tue, 17 Dec 2024 06:00:00 -0500 1603 31 full false Sarah Noel Block Calvin Wilder #30 - Overcoming Visionary Founder Blind Spots #30 - Overcoming Visionary Founder Blind Spots Founders of businesses are unique kinds of people. Some are visionary by nature and struggle to scale businesses despite great personal talent. In this episode Becky Venuti of BV Coaching shares her experience and insight into how these visionary founders can effectively scale their businesses. 

More specifically, this episode includes:

  • Different kinds of founders
  • What is a Visionary founder
  • Change management
  • The Integrator role
  • Avoiding excess complexity
  • Building out your team
  • Systems and processes 
  • The importance of training
  • Effective delegation
  • Strategically deciding what to be good and be bad at
  • Becky’s coaching business


Reach Becky Venuti at beckyvenuti.com or becky@beckyvenuti.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Founders of businesses are unique kinds of people. Some are visionary by nature and struggle to scale businesses despite great personal talent. In this episode Becky Venuti of BV Coaching shares her experience and insight into how these visionary founders can effectively scale their businesses. 

More specifically, this episode includes:

  • Different kinds of founders
  • What is a Visionary founder
  • Change management
  • The Integrator role
  • Avoiding excess complexity
  • Building out your team
  • Systems and processes 
  • The importance of training
  • Effective delegation
  • Strategically deciding what to be good and be bad at
  • Becky’s coaching business


Reach Becky Venuti at beckyvenuti.com or becky@beckyvenuti.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16139197 Tue, 10 Dec 2024 06:00:00 -0500 2202 28 full false Becky Venuti Calvin Wilder #29 - Suspension of Beneficial Ownership Filing Requirements #29 - Suspension of Beneficial Ownership Filing Requirements A federal court in Texas issued a preliminary injunction suspending the enforcement of the new beneficial ownership reporting requirement. While this ruling provides relief for small business owners, it is TBD whether the reporting requirement will be rescinded or reinstated. In this brief update episode Greg Reed, head of tax at SmartBooks, shares his thoughts and recommendations around this issue.

Reach Greg Reed at smartbookstax.com or greed@smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> A federal court in Texas issued a preliminary injunction suspending the enforcement of the new beneficial ownership reporting requirement. While this ruling provides relief for small business owners, it is TBD whether the reporting requirement will be rescinded or reinstated. In this brief update episode Greg Reed, head of tax at SmartBooks, shares his thoughts and recommendations around this issue.

Reach Greg Reed at smartbookstax.com or greed@smartbookstax.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16243644 Mon, 09 Dec 2024 06:00:00 -0500 348 29 full false Greg Reed Calvin Wilder #28 - Post-Election Tax Update and Year-End Tax Planning #28 - Post-Election Tax Update and Year-End Tax Planning The incoming administration of President-Elect Donald Trump will bring significant changes to the tax code. Given that he can’t run for re-election for a third term and may thus feel more free to act on his principles than if he had to secure votes for re-election, there is the potential for some very large changes. In this episode Greg Reed, head of tax at SmartBooks, shares his insights into potential changes to the tax code. We also discuss the opportunity for year-end tax planning as we enter December. 

More specifically, this episode includes:

  • Extension of the Tax Cuts and Jobs Act of 2017
  • Tax Brackets and Tariffs
  • Other Taxes and Tax Breaks
  • Impact on 2024 Taxes and Year-End Tax Planning


Reach Greg Reed at smartbookstax.com or greed@smartbookstaxcom.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> The incoming administration of President-Elect Donald Trump will bring significant changes to the tax code. Given that he can’t run for re-election for a third term and may thus feel more free to act on his principles than if he had to secure votes for re-election, there is the potential for some very large changes. In this episode Greg Reed, head of tax at SmartBooks, shares his insights into potential changes to the tax code. We also discuss the opportunity for year-end tax planning as we enter December. 

More specifically, this episode includes:

  • Extension of the Tax Cuts and Jobs Act of 2017
  • Tax Brackets and Tariffs
  • Other Taxes and Tax Breaks
  • Impact on 2024 Taxes and Year-End Tax Planning


Reach Greg Reed at smartbookstax.com or greed@smartbookstaxcom.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16191998 Mon, 02 Dec 2024 06:00:00 -0500 1044 29 full false Greg Reed Calvin Wilder #27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business #27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business A challenge for many business owners is how to get the benefit of a good marketing function to fill their sales pipeline, and at a cost point they can afford. One option is to engage a fractional marketing leader. In this episode, Rebecca Schuette shares her insights into when hiring a fractional marketing leader could be the right move for your business and how to set up the engagement for success.

More specifically, this episode includes:

  • A DIY Approach Can Work Though is Usually Disjointed
  • The Stage and Size When Companies Hire Outside Marketing Leadership
  • Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics.
  • Different Marketing Roles and Options
  • Selecting the Right Fractional Marketing Leader
  • Staffing Up a Marketing Department and Making Full-Time Hires
  • Setting a Marketing Budget


Reach Rebecca Schuette at https://start2scale.io/ or https://www.linkedin.com/in/rebeccaschuette/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> A challenge for many business owners is how to get the benefit of a good marketing function to fill their sales pipeline, and at a cost point they can afford. One option is to engage a fractional marketing leader. In this episode, Rebecca Schuette shares her insights into when hiring a fractional marketing leader could be the right move for your business and how to set up the engagement for success.

More specifically, this episode includes:

  • A DIY Approach Can Work Though is Usually Disjointed
  • The Stage and Size When Companies Hire Outside Marketing Leadership
  • Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics.
  • Different Marketing Roles and Options
  • Selecting the Right Fractional Marketing Leader
  • Staffing Up a Marketing Department and Making Full-Time Hires
  • Setting a Marketing Budget


Reach Rebecca Schuette at https://start2scale.io/ or https://www.linkedin.com/in/rebeccaschuette/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16052725 Tue, 19 Nov 2024 06:00:00 -0500 2100 27 full false Rebecca Schuette Calvin Wilder #26 - Husband and Wife as Business Partners #26 - Husband and Wife as Business Partners Many businesses are run by husband and wife teams. While that can be a powerful combination for the business, there are unique dynamics and challenges when spouses or other family members work together. In this episode, Robert and Kay Lee Fukui share their experience and insight into how spouses can most successfully work together as business partners.

More specifically, this episode includes:

  • Advantages of Family-Run Businesses
  • Kay Lee and Robert’s Background
  • Importance of Financial Metrics in Running a Business
  • Assessing and Determining Job Fit for Family Members  
  • Hiring Your Children
  • Structuring Accountability Discussions with Your Spouse
  • Managing Boundaries Between Work and Home Life
  • Avoiding Divorce When Your Children Go To College
  • Parallels with the Entrepreneurial Operating System
  • Robert and Kay Lee’s Consulting Business

Reach Robert and Kay Lee Fukui at https://marriedentrepreneur.co/ 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Many businesses are run by husband and wife teams. While that can be a powerful combination for the business, there are unique dynamics and challenges when spouses or other family members work together. In this episode, Robert and Kay Lee Fukui share their experience and insight into how spouses can most successfully work together as business partners.

More specifically, this episode includes:

  • Advantages of Family-Run Businesses
  • Kay Lee and Robert’s Background
  • Importance of Financial Metrics in Running a Business
  • Assessing and Determining Job Fit for Family Members  
  • Hiring Your Children
  • Structuring Accountability Discussions with Your Spouse
  • Managing Boundaries Between Work and Home Life
  • Avoiding Divorce When Your Children Go To College
  • Parallels with the Entrepreneurial Operating System
  • Robert and Kay Lee’s Consulting Business

Reach Robert and Kay Lee Fukui at https://marriedentrepreneur.co/ 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-16037370 Mon, 04 Nov 2024 06:00:00 -0500 2978 26 full false Robert and Kay Lee Fukui Calvin Wilder #25 - Digital Marketing Basics for Business Owners #25 - Digital Marketing Basics for Business Owners Part of running a healthy business is being able to attract new customers. I am old enough to remember life before internet and phones became ubiquitous. These days internet-based marketing dominates in many industries, and the catch-all term for all kinds of online marketing is Digital Marketing. Joining this episode is Kevin Roy, founder and owner of Green Banana, who helps us understand today's digital marketing landscape and how to navigate all these options and opportunities.

More specifically, this episode includes:

  • The Importance of Defining Your Target Audience
  • When SEO and Adwords Are Best
  • When Display Ads on Social Platforms Are Best
  • SEO vs. Google Adwords
  • Social Platforms for Display Advertising
  • When and How to Engage Professional Marketing Help
  • Determining a Digital Marketing Budget
  • Timeline for Launching a Digital Marketing Program
  • Pitfalls to Avoid

Reach Kevin at https://www.linkedin.com/in/kevincharlesroy/ or GreenBananaSEO.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Part of running a healthy business is being able to attract new customers. I am old enough to remember life before internet and phones became ubiquitous. These days internet-based marketing dominates in many industries, and the catch-all term for all kinds of online marketing is Digital Marketing. Joining this episode is Kevin Roy, founder and owner of Green Banana, who helps us understand today's digital marketing landscape and how to navigate all these options and opportunities.

More specifically, this episode includes:

  • The Importance of Defining Your Target Audience
  • When SEO and Adwords Are Best
  • When Display Ads on Social Platforms Are Best
  • SEO vs. Google Adwords
  • Social Platforms for Display Advertising
  • When and How to Engage Professional Marketing Help
  • Determining a Digital Marketing Budget
  • Timeline for Launching a Digital Marketing Program
  • Pitfalls to Avoid

Reach Kevin at https://www.linkedin.com/in/kevincharlesroy/ or GreenBananaSEO.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15886423 Tue, 15 Oct 2024 06:00:00 -0400 2049 25 full false Kevin Roy Calvin Wilder #24 - Beneficial Ownership Reporting Requirements: New in 2024 #24 - Beneficial Ownership Reporting Requirements: New in 2024 There is a new federal filing requirement for 2024 that new and existing businesses must comply with, or else face hefty fines. Businesses are required to report the identities of their Beneficial Owners. This filing is typically made by tax CPAs or attorneys and must be kept updated. Greg Reed helps us navigate these new requirements.

More specifically, this episode includes:

  • What is Beneficial Ownership?
  • Beneficial Ownership is reported to a federal government agency (different from the IRS)
  • Penalties for failing to file and filing deadlines
  • How to file reports
  • The need to file informational updates 
  • Next steps for business owners


Book a meeting with Cal or Greg here: https://smartbooks.com/free-consultation/. 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> There is a new federal filing requirement for 2024 that new and existing businesses must comply with, or else face hefty fines. Businesses are required to report the identities of their Beneficial Owners. This filing is typically made by tax CPAs or attorneys and must be kept updated. Greg Reed helps us navigate these new requirements.

More specifically, this episode includes:

  • What is Beneficial Ownership?
  • Beneficial Ownership is reported to a federal government agency (different from the IRS)
  • Penalties for failing to file and filing deadlines
  • How to file reports
  • The need to file informational updates 
  • Next steps for business owners


Book a meeting with Cal or Greg here: https://smartbooks.com/free-consultation/. 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15883626 Tue, 08 Oct 2024 06:00:00 -0400 1020 24 full false Greg Reed Calvin Wilder #23 - Key Accounting Topics for Marketing Agencies #23 - Key Accounting Topics for Marketing Agencies Having supported the bookkeeping and accounting needs of many marketing agencies over the years, SmartBooks routinely addresses a few key accounting topics to help clients get the most out of their financial reporting. In this episode guest Lindsay Jarosch highlights these issues.

More specifically, this episode includes:

  • Benefits of a segmented chart of accounts
  • Accounting for client media purchases made by the agency
  • Profit modeling for the firm
  • Using performance metrics to manage pricing and staffing
  • The value of 12-week forecasts
  • Tax planning and management


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Having supported the bookkeeping and accounting needs of many marketing agencies over the years, SmartBooks routinely addresses a few key accounting topics to help clients get the most out of their financial reporting. In this episode guest Lindsay Jarosch highlights these issues.

More specifically, this episode includes:

  • Benefits of a segmented chart of accounts
  • Accounting for client media purchases made by the agency
  • Profit modeling for the firm
  • Using performance metrics to manage pricing and staffing
  • The value of 12-week forecasts
  • Tax planning and management


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15856130 Tue, 01 Oct 2024 06:00:00 -0400 2999 23 full false Lindsay Jarosch Calvin Wilder #22 - Life-Changing Benefits of Great Sleep #22 - Life-Changing Benefits of Great Sleep The healthier we are personally, the more energy we can bring to our businesses to make our businesses as successful as possible. There are several drivers of personal health. In this episode guest Matt Beedle makes a compelling case that investing in great sleep delivers a high return on investment personally and professionally.

More specifically, this episode includes:

  • Consequences of Inadequate Sleep
  • Wearables and Genetics to Inform Sleep Information
  • Beware of Supplements and Medication
  • Mental Health and Apnea as the Principal Causes of Poor Sleep
  • Matt's View on Sleep Hacks
  • Basic Routines That Can Be Followed
  • Bedroom Environment for Sleeping
  • How Matt Works with Clients
  • Viewing Sleep as a High ROI Investment


You can reach Matt at:
https://mattbeedle.com/
https://www.linkedin.com/in/self-improvement/
https://www.instagram.com/makesleepgreatagain/ 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> The healthier we are personally, the more energy we can bring to our businesses to make our businesses as successful as possible. There are several drivers of personal health. In this episode guest Matt Beedle makes a compelling case that investing in great sleep delivers a high return on investment personally and professionally.

More specifically, this episode includes:

  • Consequences of Inadequate Sleep
  • Wearables and Genetics to Inform Sleep Information
  • Beware of Supplements and Medication
  • Mental Health and Apnea as the Principal Causes of Poor Sleep
  • Matt's View on Sleep Hacks
  • Basic Routines That Can Be Followed
  • Bedroom Environment for Sleeping
  • How Matt Works with Clients
  • Viewing Sleep as a High ROI Investment


You can reach Matt at:
https://mattbeedle.com/
https://www.linkedin.com/in/self-improvement/
https://www.instagram.com/makesleepgreatagain/ 

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Host Cal Wilder can be reached at:
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]]> Cal Wilder Buzzsprout-15644374 Tue, 03 Sep 2024 12:00:00 -0400 2481 22 full false Matt Beedle Calvin Wilder #21 - Top Areas Where a Fractional HR Leader Can Help a Small Business #21 - Top Areas Where a Fractional HR Leader Can Help a Small Business Small businesses have more options than ever to meet senior executive needs by utilizing fractional (aka part-time) managers. The fractional CFO model is the most established, but business owners are also meeting operational, sales and marketing, and other areas of need using fractional approaches. In this episode, Scott Baker shares his insights into how business owners can derive valuable benefits by employing a fractional HR leader.

More specifically, this episode includes:

  • The HR function is a void in most small businesses
  • Start with an HR assessment
  • Structuring a successful fractional HR leader engagement
  • Issues with having employees in multiple states
  • Pros and cons of PEOs (Professional Employer Organization)
  • Classification of employees for overtime and 1099/Contractor purposes
  • States to be aware about when hiring employees
  • Employee Handbook items
  • When HR falls under the Finance function


Contact Scott Baker at:
ScottBaker@Stage3Leadership.com
linkedin.com/in/scottbaker365/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Small businesses have more options than ever to meet senior executive needs by utilizing fractional (aka part-time) managers. The fractional CFO model is the most established, but business owners are also meeting operational, sales and marketing, and other areas of need using fractional approaches. In this episode, Scott Baker shares his insights into how business owners can derive valuable benefits by employing a fractional HR leader.

More specifically, this episode includes:

  • The HR function is a void in most small businesses
  • Start with an HR assessment
  • Structuring a successful fractional HR leader engagement
  • Issues with having employees in multiple states
  • Pros and cons of PEOs (Professional Employer Organization)
  • Classification of employees for overtime and 1099/Contractor purposes
  • States to be aware about when hiring employees
  • Employee Handbook items
  • When HR falls under the Finance function


Contact Scott Baker at:
ScottBaker@Stage3Leadership.com
linkedin.com/in/scottbaker365/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15609215 Tue, 20 Aug 2024 06:00:00 -0400 2628 21 full false Scott Baker Calvin Wilder #20 - How to Achieve a Successful Fractional CFO Engagement #20 - How to Achieve a Successful Fractional CFO Engagement Small businesses may have a solution in place for bookkeeping and producing basic financial statements. Owners often yearn for analysis and forward-looking planning. The fractional (part-time) CFO model has existed for 20+ years to fill that void. Today there are more options than ever. Achieving successful results from fractional CFO engagements, however, can be a challenge. In this episode, Dave Hartley shares his insights about how business owners can create successful fractional CFO engagements that deliver the most value to their businesses.

More specifically, this episode includes:

  • Differences between a fractional and full-time CFO
  • Recommendations for selecting a fractional CFO
  • Setting realistic expectations for your fractional CFO engagement
  • Keys to successfully delivering fractional CFO engagements
  • Pricing models for fractional CFO services
  • Graduating to a full-time CFO or transitioning to another type of fractional CFO


Dave Hartley can be reached at linkedin.com/in/davehartley. He is the co-host of the But Who's Counting? podcast.


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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Small businesses may have a solution in place for bookkeeping and producing basic financial statements. Owners often yearn for analysis and forward-looking planning. The fractional (part-time) CFO model has existed for 20+ years to fill that void. Today there are more options than ever. Achieving successful results from fractional CFO engagements, however, can be a challenge. In this episode, Dave Hartley shares his insights about how business owners can create successful fractional CFO engagements that deliver the most value to their businesses.

More specifically, this episode includes:

  • Differences between a fractional and full-time CFO
  • Recommendations for selecting a fractional CFO
  • Setting realistic expectations for your fractional CFO engagement
  • Keys to successfully delivering fractional CFO engagements
  • Pricing models for fractional CFO services
  • Graduating to a full-time CFO or transitioning to another type of fractional CFO


Dave Hartley can be reached at linkedin.com/in/davehartley. He is the co-host of the But Who's Counting? podcast.


Send us Fan Mail

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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15407826 Tue, 23 Jul 2024 06:00:00 -0400 3484 20 full false Dave Hartley Calvin Wilder #19 - Managing a Financially Distressed Business #19 - Managing a Financially Distressed Business Businesses can become financially distressed and face challenges with solvency and potential bankruptcy. Business owners in this situation may be able to cut costs, tightly manage cashflow, and return to profitability. Sometimes they need to renegotiate debt, attempt to sell business assets, or ultimately dissolve the business. There may also be personal liability concerns for owners and officers. Today’s guest Charlie Goodrich helps businesses navigate these situations and achieve as favorable an outcome as possible. 

More specifically, this episode includes:

  • Definitions of bankruptcy, solvency, and related terms 
  • The process of dissolving when you have no secured or personally guaranteed debt
  • The process when you have personally guaranteed debt or various kinds of lenders and investors
  • Formal bankruptcy and alternatives to the formal bankruptcy process
  • Examples of dissolving small businesses
  • Personal liability concerns for owners and officers
  • Managing bank lenders when your business is becoming distressed
  • Being a vendor to a customer who is bankrupt


Charlie Goodrich can be reached at 781-863-5019 or charlie@goodrich-associates.com.


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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Businesses can become financially distressed and face challenges with solvency and potential bankruptcy. Business owners in this situation may be able to cut costs, tightly manage cashflow, and return to profitability. Sometimes they need to renegotiate debt, attempt to sell business assets, or ultimately dissolve the business. There may also be personal liability concerns for owners and officers. Today’s guest Charlie Goodrich helps businesses navigate these situations and achieve as favorable an outcome as possible. 

More specifically, this episode includes:

  • Definitions of bankruptcy, solvency, and related terms 
  • The process of dissolving when you have no secured or personally guaranteed debt
  • The process when you have personally guaranteed debt or various kinds of lenders and investors
  • Formal bankruptcy and alternatives to the formal bankruptcy process
  • Examples of dissolving small businesses
  • Personal liability concerns for owners and officers
  • Managing bank lenders when your business is becoming distressed
  • Being a vendor to a customer who is bankrupt


Charlie Goodrich can be reached at 781-863-5019 or charlie@goodrich-associates.com.


Send us Fan Mail

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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15370468 Tue, 09 Jul 2024 06:00:00 -0400 2936 19 full false Charlie Goodrich Calvin Wilder #18 - Positioning Your Business For Success #18 - Positioning Your Business For Success Running a business is so hard that most go out of business within 5-10 years. There are many risks and factors outside your control. Today’s guest Bill Flynn shares his insights about several areas business owners can control and how you can position your business to overcome those odds to thrive with long-term success.

More specifically, this episode includes:

  • Creating a Brain-Friendly Organization
  • Conducting Effective Meetings
  • The 80/20 Rule in Business
  • Cash Flow is King
  • Avoiding Leadership Bottlenecks
  • Strategy and Execution are the Same Thing
  • Start with an Articulated Vision


Contact gest Bill Flynn at catalystgrowthadvisors.com

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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Running a business is so hard that most go out of business within 5-10 years. There are many risks and factors outside your control. Today’s guest Bill Flynn shares his insights about several areas business owners can control and how you can position your business to overcome those odds to thrive with long-term success.

More specifically, this episode includes:

  • Creating a Brain-Friendly Organization
  • Conducting Effective Meetings
  • The 80/20 Rule in Business
  • Cash Flow is King
  • Avoiding Leadership Bottlenecks
  • Strategy and Execution are the Same Thing
  • Start with an Articulated Vision


Contact gest Bill Flynn at catalystgrowthadvisors.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15246137 Tue, 18 Jun 2024 06:00:00 -0400 3383 18 full false Bill Flynn Calvin Wilder #17 - Can You Afford to Hire an Employee? #17 - Can You Afford to Hire an Employee? Healthy businesses have an established business model in which most new incremental hires produce profit for the business. Payroll expense can be viewed as an investment that yields a profitable ROI. Usually a hiring decision boils down to a question of how much more revenue do you need to sell in order to afford a new hire. This episode helps answer the question of whether you can afford to hire an employee.

More specifically, this episode includes:

  • Viewing Employees as Profit Centers
  • Return on Investment vs Affording a Hire
  • How Much Do You Need to Sell to Afford a Hire?
  • How Much Does a Salesperson Need to Sell to Pay for Themself?
  • How Much Must the Business Grow to Hire a Manager?
  • Labor Value Multiple
  • Forecasting; Fixed & Variable Costs

Download the employee Hiring ROI Workbook using this link

Send us Fan Mail

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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Healthy businesses have an established business model in which most new incremental hires produce profit for the business. Payroll expense can be viewed as an investment that yields a profitable ROI. Usually a hiring decision boils down to a question of how much more revenue do you need to sell in order to afford a new hire. This episode helps answer the question of whether you can afford to hire an employee.

More specifically, this episode includes:

  • Viewing Employees as Profit Centers
  • Return on Investment vs Affording a Hire
  • How Much Do You Need to Sell to Afford a Hire?
  • How Much Does a Salesperson Need to Sell to Pay for Themself?
  • How Much Must the Business Grow to Hire a Manager?
  • Labor Value Multiple
  • Forecasting; Fixed & Variable Costs

Download the employee Hiring ROI Workbook using this link

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15225628 Tue, 11 Jun 2024 06:00:00 -0400 2506 17 full false Lindsay Jarosch Calvin Wilder #16 - Owner Compensation: Balancing Tax Status Vs. Accurate Management Reporting #16 - Owner Compensation: Balancing Tax Status Vs. Accurate Management Reporting Healthy businesses produce healthy income for their owners. Compensation for business owners can take different forms. This episode discusses the primary forms of owner compensation and associated tax considerations. We also review bookkeeping and reporting considerations for how owner compensation is booked and reported on financial statements. 

More specifically, this episode includes:

  • The primary forms of owner compensation and how they are taxed both on the business and on its owner-employees 
  • How entity type and tax elections impact the taxability of owner compensation
  • S-corporations and reasonable compensation standards
  • How accounting for owner compensation can have a dramatic impact on financial statements and evaluating business profitability
  • Pitfalls to avoid with owner compensation
  • The importance of your CPA utilizing a holistic tax plan to help optimize your tax liabilities

Connect with guest Greg Reed at:
www.smartbookstax.com
greed@smartbookstax.com


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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Healthy businesses produce healthy income for their owners. Compensation for business owners can take different forms. This episode discusses the primary forms of owner compensation and associated tax considerations. We also review bookkeeping and reporting considerations for how owner compensation is booked and reported on financial statements. 

More specifically, this episode includes:

  • The primary forms of owner compensation and how they are taxed both on the business and on its owner-employees 
  • How entity type and tax elections impact the taxability of owner compensation
  • S-corporations and reasonable compensation standards
  • How accounting for owner compensation can have a dramatic impact on financial statements and evaluating business profitability
  • Pitfalls to avoid with owner compensation
  • The importance of your CPA utilizing a holistic tax plan to help optimize your tax liabilities

Connect with guest Greg Reed at:
www.smartbookstax.com
greed@smartbookstax.com


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15166051 Tue, 04 Jun 2024 06:00:00 -0400 2719 16 full false Greg Reed Calvin Wilder #15 - Deep Nutrition (Book Review) #15 - Deep Nutrition (Book Review) The healthier we are personally, the more energy we can bring to our businesses to make our businesses as healthy as possible. There are several drivers of personal health. This episode reviews a book called Deep Nutrition, written by Dr. Cate Shanahan, which does a great job of helping us understand the nutrition driver.

More specifically, this episode includes:

  • Ancestral knowledge prior to the rise of modern medicine
  • The rise of chronic disease over the past 75-100 years
  • Genetics (our genes) vs Epigenetics (why certain genes are turned on and off) 
  • How the food we eat influences our gene expression, which impacts not only our own health but also the health of our children and grandchildren
  • The top 2 culprits in our modern diet
  • Dr. Shanahan’s 4 Pillars of Cuisine 
  • Are supplements needed
  • The opportunity to reverse chronic disease in the next 2-3 generations

Send us Fan Mail

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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> The healthier we are personally, the more energy we can bring to our businesses to make our businesses as healthy as possible. There are several drivers of personal health. This episode reviews a book called Deep Nutrition, written by Dr. Cate Shanahan, which does a great job of helping us understand the nutrition driver.

More specifically, this episode includes:

  • Ancestral knowledge prior to the rise of modern medicine
  • The rise of chronic disease over the past 75-100 years
  • Genetics (our genes) vs Epigenetics (why certain genes are turned on and off) 
  • How the food we eat influences our gene expression, which impacts not only our own health but also the health of our children and grandchildren
  • The top 2 culprits in our modern diet
  • Dr. Shanahan’s 4 Pillars of Cuisine 
  • Are supplements needed
  • The opportunity to reverse chronic disease in the next 2-3 generations

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-15018506 Tue, 07 May 2024 06:00:00 -0400 4201 15 full false #14 - Putting Profit First #14 - Putting Profit First Profitability is one of the indicators of a healthy business. Although business owners aspire to have healthy profit margins, it can be challenging to achieve them. This episode’s guest Rocky Lalvani serves as Chief Profitability Officer to small and midsize businesses. He presents philosophy and tactics that help small businesses improve their profitability.

This episode includes:

  • The Origin and Philosophy of the Profit First System
  • How to Implement Profit First
  • Building an Appropriate Cash Reserve
  • Don't Spend $1 to Save 30 Cents of Taxes
  • Ways to Improve Profitability
  • Is Banking a Hassle with Profit First?


Send us Fan Mail

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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Profitability is one of the indicators of a healthy business. Although business owners aspire to have healthy profit margins, it can be challenging to achieve them. This episode’s guest Rocky Lalvani serves as Chief Profitability Officer to small and midsize businesses. He presents philosophy and tactics that help small businesses improve their profitability.

This episode includes:

  • The Origin and Philosophy of the Profit First System
  • How to Implement Profit First
  • Building an Appropriate Cash Reserve
  • Don't Spend $1 to Save 30 Cents of Taxes
  • Ways to Improve Profitability
  • Is Banking a Hassle with Profit First?


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-14406147 Tue, 06 Feb 2024 06:00:00 -0500 2889 14 full false #13 - Building a THRIVE Business, 90 Days at a Time #13 - Building a THRIVE Business, 90 Days at a Time Part of running a healthy business is being able to set and manage to achieve operational goals. This episode’s guest Bill Simmons has been in the fractional COO business for almost 20 years, helping clients run their business 90 days at a time toward achieving strategic objectives.

This episode includes:

  • Bill's special sauce helping businesses manage their business 90 days at a time
  • The benefit of fractional management expertise
  • What it means to be a THRIVE business
  • How to structure a fractional COO engagement for success
  • If your vision is larger than yourself, you need to hire more than yourself 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Part of running a healthy business is being able to set and manage to achieve operational goals. This episode’s guest Bill Simmons has been in the fractional COO business for almost 20 years, helping clients run their business 90 days at a time toward achieving strategic objectives.

This episode includes:

  • Bill's special sauce helping businesses manage their business 90 days at a time
  • The benefit of fractional management expertise
  • What it means to be a THRIVE business
  • How to structure a fractional COO engagement for success
  • If your vision is larger than yourself, you need to hire more than yourself 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-14401082 Tue, 30 Jan 2024 06:00:00 -0500 2116 13 full false #12 - Steps 5 & 6 of The Financial Operating System: Managing Your Business #12 - Steps 5 & 6 of The Financial Operating System: Managing Your Business After developing a great set of financial goals and operating metrics, the next part of running a healthy business is having strong systems and processes in place to manage the business toward achieving those targets.

This episode introduces Step 5 of The Financial Operating System: Manage the Business, and Step 6: Learn, Iterate, and Improve. If you want to learn some ways to help your business follow through and achieve the targets you set, then this edpisode is for you.

This episode includes:

  • Frameworks to monitor and manage progress toward goals
  • Essentials of an annual forecast
  • Tactics to achieve metrics that require improving financial performance
  • Avoiding pitfalls of delegation vs abdication
  • Financial management as a looping cycle of learning, iteration and improvement
  • Questions to use to re-assess your accounting and finance function


Send us Fan Mail

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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> After developing a great set of financial goals and operating metrics, the next part of running a healthy business is having strong systems and processes in place to manage the business toward achieving those targets.

This episode introduces Step 5 of The Financial Operating System: Manage the Business, and Step 6: Learn, Iterate, and Improve. If you want to learn some ways to help your business follow through and achieve the targets you set, then this edpisode is for you.

This episode includes:

  • Frameworks to monitor and manage progress toward goals
  • Essentials of an annual forecast
  • Tactics to achieve metrics that require improving financial performance
  • Avoiding pitfalls of delegation vs abdication
  • Financial management as a looping cycle of learning, iteration and improvement
  • Questions to use to re-assess your accounting and finance function


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-14144430 Tue, 05 Dec 2023 06:00:00 -0500 2251 12 full false #11 - Step 4 of The Financial Operating System: Upgrade Accounting Operations #11 - Step 4 of The Financial Operating System: Upgrade Accounting Operations When business owners initially try to start using financial performance metrics to better manage their businesses, they often struggle to get accurate, timely, and consistent metrics reporting.  Usually, this is because of inadequate accounting operations.

In this episode we discuss the 3 pillars of accounting operations and the Finance Stack and typical areas in which each may need to be upgraded: People, Process, and Technology.

We define the roles and responsibilities in the accounting and finance function:

  • Bookkeeper
  • Accountant
  • Controller
  • Chief Financial Officer (CFO)
  • Tax Preparer

We clarify the differences between accountants, tax preparers, auditors, and CFOs as they relate to small businesses.

We discuss how small businesses can determine and get the finance stack they need at a cost they can afford.

Next we tackle two of the most important processes in the accounting function: 

  1. The monthly close process 
  2. Accrual accounting processes

Finally, we review technologies that streamline and reduce error risk:

  1. General ledger software such as QuickBooks
  2. The importance of an organized, segmented Chart of Accounts including a rational account numbering scheme
  3. Accounts Payable (A/P) automation software
  4. Accounts Receivable (A/R) automation software 


Send us Fan Mail

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Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> When business owners initially try to start using financial performance metrics to better manage their businesses, they often struggle to get accurate, timely, and consistent metrics reporting.  Usually, this is because of inadequate accounting operations.

In this episode we discuss the 3 pillars of accounting operations and the Finance Stack and typical areas in which each may need to be upgraded: People, Process, and Technology.

We define the roles and responsibilities in the accounting and finance function:

  • Bookkeeper
  • Accountant
  • Controller
  • Chief Financial Officer (CFO)
  • Tax Preparer

We clarify the differences between accountants, tax preparers, auditors, and CFOs as they relate to small businesses.

We discuss how small businesses can determine and get the finance stack they need at a cost they can afford.

Next we tackle two of the most important processes in the accounting function: 

  1. The monthly close process 
  2. Accrual accounting processes

Finally, we review technologies that streamline and reduce error risk:

  1. General ledger software such as QuickBooks
  2. The importance of an organized, segmented Chart of Accounts including a rational account numbering scheme
  3. Accounts Payable (A/P) automation software
  4. Accounts Receivable (A/R) automation software 


Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-14008328 Tue, 21 Nov 2023 06:00:00 -0500 3334 11 full false #10 - Step 3 of The Financial Operating System: Define Metrics and Goals #10 - Step 3 of The Financial Operating System: Define Metrics and Goals This episode is packed with actionable insights on operationalizing financial performance goals and bridging the operations-finance chasm by crafting SMART goals and balancing leading and lagging indicators. 

We explore the power of Entrepreneurial Operating System (EOS), Objectives and Key Results (OKR), and Scaling Up frameworks. We dive into the importance of creating shared definitions and aligning teams within your company. We also unravel the mystery of the acceptable achievement rate for goals and the art of celebrating wins. 

We'll chat about the types of metrics that can be incorporated into scorecards and the science of assigning people metrics they can control. 

This episode is critical to being able to manage your business toward achieving your financial objectives.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> This episode is packed with actionable insights on operationalizing financial performance goals and bridging the operations-finance chasm by crafting SMART goals and balancing leading and lagging indicators. 

We explore the power of Entrepreneurial Operating System (EOS), Objectives and Key Results (OKR), and Scaling Up frameworks. We dive into the importance of creating shared definitions and aligning teams within your company. We also unravel the mystery of the acceptable achievement rate for goals and the art of celebrating wins. 

We'll chat about the types of metrics that can be incorporated into scorecards and the science of assigning people metrics they can control. 

This episode is critical to being able to manage your business toward achieving your financial objectives.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-13875652 Mon, 30 Oct 2023 16:00:00 -0400 2550 10 full false #9 - Step 2 of The Financial Operating System: Assess Your Current Finances #9 - Step 2 of The Financial Operating System: Assess Your Current Finances Click here to download the financial reports referenced and analyzed in the episode.

Step 2 of The Financial Operating System is to Assess Your Current Finances. Imagine understanding your company's financial condition and performance and being able to interpret your financial statements. That's what we're demystifying today. 

Join me, your host Cal Wilder, as we navigate the world of basic financial statement analysis. We'll decode the language and story of balance sheets and reveal how they reflect your business's financial position.  We'll look at your business's cost structure and P&L trends, giving you a clear picture of your financial performance. We'll tackle deciphering the cash flow statement. 

During this episode we'll also explore how to use financial ratios for insight. 

This step is foundational to being able to understand your current finances so that you can start using metrics and goals to align your operational management with your financial objectives.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Click here to download the financial reports referenced and analyzed in the episode.

Step 2 of The Financial Operating System is to Assess Your Current Finances. Imagine understanding your company's financial condition and performance and being able to interpret your financial statements. That's what we're demystifying today. 

Join me, your host Cal Wilder, as we navigate the world of basic financial statement analysis. We'll decode the language and story of balance sheets and reveal how they reflect your business's financial position.  We'll look at your business's cost structure and P&L trends, giving you a clear picture of your financial performance. We'll tackle deciphering the cash flow statement. 

During this episode we'll also explore how to use financial ratios for insight. 

This step is foundational to being able to understand your current finances so that you can start using metrics and goals to align your operational management with your financial objectives.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-13791978 Mon, 16 Oct 2023 22:00:00 -0400 2573 9 full false #8 - Step 1 of The Financial Operating System: Identify Your WHY #8 - Step 1 of The Financial Operating System: Identify Your WHY Ever felt like you're lost in the labyrinth of finances as a small business owner? So too have far too many other small business owners. It's time to navigate towards your goals! Listen in as I, drawing on two decades of experience, introduce a transformative tool - The Financial Operating System. This episode focuses on the first step of this system - Identify your WHY. Let's journey together to assess your objectives to ensure we get your business on the right path. By understanding your business goals, you can effectively assess your performance against them. 

Get ready to empower your business to become healthier with The Financial Operating System. Transform the way you've been managing your business finances. 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Ever felt like you're lost in the labyrinth of finances as a small business owner? So too have far too many other small business owners. It's time to navigate towards your goals! Listen in as I, drawing on two decades of experience, introduce a transformative tool - The Financial Operating System. This episode focuses on the first step of this system - Identify your WHY. Let's journey together to assess your objectives to ensure we get your business on the right path. By understanding your business goals, you can effectively assess your performance against them. 

Get ready to empower your business to become healthier with The Financial Operating System. Transform the way you've been managing your business finances. 

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-13700210 Tue, 26 Sep 2023 06:00:00 -0400 643 8 full false #7 - Navigating State and Local Taxes #7 - Navigating State and Local Taxes Are you ready to conquer the labyrinth of state and local taxes in the United States? We'll arm you with the knowledge you need in our conversation with Greg Reed, the tax partner at SmartBooks Tax and Advisory. With each of the 50 states brandishing unique tax rules, business owners can be facing a sizeable obligation. Listen in as we dissect the multitude of taxes - from sales to income and the seemingly infinite list that follows.

A simple venture into tax compliance can quickly turn into an uphill climb. Together with Greg, we unveil the challenges in registering and sustaining state registrations, the repercussions of non-compliance, and how to steer clear of these traps. We also delve into the implications of the Wayfair decision and its potential to hold businesses accountable for back taxes, penalties, and interest across multiple states.

State and local taxes are a fundamental aspect of conducting business. Join us as we unpack the nitty-gritty of these taxes, including minimum taxes, use taxes, property taxes, and payroll taxes. We investigate the tactics employed by states and the impacts of upholding tax compliance in multiple jurisdictions. We'll hear Greg's insights on the best strategies for managing tax compliance, avoiding penalties, and maximizing potential credits and apportionment strategies. Don't miss this opportunity to safeguard your business from weighty compliance issues.

Connect with Greg at:
smartbookstax.com

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Are you ready to conquer the labyrinth of state and local taxes in the United States? We'll arm you with the knowledge you need in our conversation with Greg Reed, the tax partner at SmartBooks Tax and Advisory. With each of the 50 states brandishing unique tax rules, business owners can be facing a sizeable obligation. Listen in as we dissect the multitude of taxes - from sales to income and the seemingly infinite list that follows.

A simple venture into tax compliance can quickly turn into an uphill climb. Together with Greg, we unveil the challenges in registering and sustaining state registrations, the repercussions of non-compliance, and how to steer clear of these traps. We also delve into the implications of the Wayfair decision and its potential to hold businesses accountable for back taxes, penalties, and interest across multiple states.

State and local taxes are a fundamental aspect of conducting business. Join us as we unpack the nitty-gritty of these taxes, including minimum taxes, use taxes, property taxes, and payroll taxes. We investigate the tactics employed by states and the impacts of upholding tax compliance in multiple jurisdictions. We'll hear Greg's insights on the best strategies for managing tax compliance, avoiding penalties, and maximizing potential credits and apportionment strategies. Don't miss this opportunity to safeguard your business from weighty compliance issues.

Connect with Greg at:
smartbookstax.com

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Buzzsprout-13570334 Mon, 11 Sep 2023 21:00:00 -0400 3260 EmpoweringHealthyBusiness, SmallBusiness, Entrepreneurship,Stateandlocaltaxes 7 full false Greg Reed Calvin Wilder #6 - Insights from a BBQ Pitmaster #6 - Insights from a BBQ Pitmaster Promising to whet your appetite, we welcome two-time national champion pitmaster Bill Gillespie to share his insights about barbecue. From exploring the differences between grilling and barbecue, to various equipment options, to cuts of meat that are best for barbecue, Bill guides us through mastering the low and slow cooking process that defines barbecue.

In the competitive pits of the American Royal Invitational Barbecue Contest, Bill emerged victorious. For those of you getting your hands dirty for the first time, we address potential challenges and common mistakes like over smoking or frequently opening and closing the smoker door. So grab a seat and tune in to this appetizing exploration into the world of barbecue. Trust us, you won't want to miss a minute of it!

Bill's Seasoning and Sauces:
www.SmokinHoggz.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Promising to whet your appetite, we welcome two-time national champion pitmaster Bill Gillespie to share his insights about barbecue. From exploring the differences between grilling and barbecue, to various equipment options, to cuts of meat that are best for barbecue, Bill guides us through mastering the low and slow cooking process that defines barbecue.

In the competitive pits of the American Royal Invitational Barbecue Contest, Bill emerged victorious. For those of you getting your hands dirty for the first time, we address potential challenges and common mistakes like over smoking or frequently opening and closing the smoker door. So grab a seat and tune in to this appetizing exploration into the world of barbecue. Trust us, you won't want to miss a minute of it!

Bill's Seasoning and Sauces:
www.SmokinHoggz.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Bill Gillespie Buzzsprout-13403675 Tue, 15 Aug 2023 07:00:00 -0400 2433 6 full false Bill Gillespie Calvin Wilder #5 - Creating a Business Operations Playbook #5 - Creating a Business Operations Playbook Get ready to unlock the power of efficiency and consistency in your small business with the wisdom of our special guest, Chris Gwinn. This episode offers a deep dive into the world of business operations playbooks. We start off by unraveling the essence of these playbooks and how they can be instrumental in fostering scalability in your business. Chris shares some actionable tips on how to build a playbook starting from company information, policies, and then diving into specific processes and roles.

Ever wondered how standard operating procedures, key performance indicators, and training programs can revolutionize your business operations? Well, prepare to find out as we dissect these elements and more. You'll hear Chris's personal story of supporting his father's business through the development of playbooks and dashboards. We also delve into the importance of process documentation in building standard operating procedures, and the value of visual elements and examples in making these processes more comprehensible.

Finally, let's talk about culture. A playbook isn't just a document, it's a vital part of your company's culture. We'll guide you on how to integrate your playbook into your company's DNA and maintain it to ensure accuracy. Gaining buy-in from top to bottom, and effectively communicating the benefits of the playbook to all your employees is crucial. You'll learn how companies like Great Lakes Advisory can assist in this journey from inception to completion.

Connect with Chris at:
greatlakesadvisory.com
linkedin.com/in/chris-gwinn-cfa-96383b26

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Get ready to unlock the power of efficiency and consistency in your small business with the wisdom of our special guest, Chris Gwinn. This episode offers a deep dive into the world of business operations playbooks. We start off by unraveling the essence of these playbooks and how they can be instrumental in fostering scalability in your business. Chris shares some actionable tips on how to build a playbook starting from company information, policies, and then diving into specific processes and roles.

Ever wondered how standard operating procedures, key performance indicators, and training programs can revolutionize your business operations? Well, prepare to find out as we dissect these elements and more. You'll hear Chris's personal story of supporting his father's business through the development of playbooks and dashboards. We also delve into the importance of process documentation in building standard operating procedures, and the value of visual elements and examples in making these processes more comprehensible.

Finally, let's talk about culture. A playbook isn't just a document, it's a vital part of your company's culture. We'll guide you on how to integrate your playbook into your company's DNA and maintain it to ensure accuracy. Gaining buy-in from top to bottom, and effectively communicating the benefits of the playbook to all your employees is crucial. You'll learn how companies like Great Lakes Advisory can assist in this journey from inception to completion.

Connect with Chris at:
greatlakesadvisory.com
linkedin.com/in/chris-gwinn-cfa-96383b26

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Cal Wilder Buzzsprout-13244150 Tue, 18 Jul 2023 08:00:00 -0400 2516 5 full false Chris Gwinn Calvin Wilder #4 - Best Practices for Closing Your Books Each Month #4 - Best Practices for Closing Your Books Each Month Explore the process of closing your accounting books on a monthly basis, which is the prerequisite for being able to have the financial reporting you need to manage your business, with Lindsay Jarosch.

Link to download a sample Monthly Closing Checklist

Connect with Lindsay at:
https://www.linkedin.com/in/lindsay-jarosch-43481412/
To schedule a free consultation visit www.smartbooks.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Explore the process of closing your accounting books on a monthly basis, which is the prerequisite for being able to have the financial reporting you need to manage your business, with Lindsay Jarosch.

Link to download a sample Monthly Closing Checklist

Connect with Lindsay at:
https://www.linkedin.com/in/lindsay-jarosch-43481412/
To schedule a free consultation visit www.smartbooks.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Lindsay Jarosch Buzzsprout-12907245 Mon, 10 Jul 2023 06:00:00 -0400 3163 bookkeeping,accounting,monthlyclose,smallbusiness,empoweringhealthybusiness 4 full false Lindsay Jarosch Calvin Wilder #3 - Top Tactics for Small Business Owners to Pay Less Tax #3 - Top Tactics for Small Business Owners to Pay Less Tax Explore approaches and tactics that small business owners can employ to pay less tax with Greg Reed.

Connect with Greg at:
smartbookstax.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Explore approaches and tactics that small business owners can employ to pay less tax with Greg Reed.

Connect with Greg at:
smartbookstax.com

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Greg Reed Buzzsprout-12907232 Mon, 26 Jun 2023 06:00:00 -0400 3810 Tax,CPA,SmallBusiness,EmpoweringHealthyBusiness 3 full false Greg Reed Calvin Wilder #2 - What is a Fractional Chief Operating Officer? #2 - What is a Fractional Chief Operating Officer? Explore the concept of the Fractional Chief Operating Officer (COO) with Jeff Provost of Key Performance Integrators.

Connect with Jeff at:
https://www.kpintegrators.com
https://www.linkedin.com/in/jeffreyprovost/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Explore the concept of the Fractional Chief Operating Officer (COO) with Jeff Provost of Key Performance Integrators.

Connect with Jeff at:
https://www.kpintegrators.com
https://www.linkedin.com/in/jeffreyprovost/

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Jeff Provost Buzzsprout-12907159 Mon, 19 Jun 2023 06:00:00 -0400 2198 COO,EOS,Integrator,Fractional 2 full false Jeff Provost Calvin Wilder #1 - Preparing Your Business for a Successful Sale #1 - Preparing Your Business for a Successful Sale Explore what needs to be done to prepare your business for a successful sale with Glenn Grant.

Connect with Glenn at:
glenn@selfassembled.com
LinkedIn

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Explore what needs to be done to prepare your business for a successful sale with Glenn Grant.

Connect with Glenn at:
glenn@selfassembled.com
LinkedIn

Send us Fan Mail

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


]]> Glenn Grant Buzzsprout-12907218 Mon, 12 Jun 2023 06:00:00 -0400 2646 ValueBuilder,SmallBusiness,EmpoweringHealthyBusiness 1 full false Glenn Grant Calvin Wilder