We’ve been talking about the EOS- Entrepreneur Operating System on the podcast lately and today, Victoria joins me as we dig into the scorecard portion of your EOS including how you can create a meaningful scorecard for your EOS.   Join Victoria and I in this episode to hear how you can build a scorecard that will help you track your metrics to reach your goals and make your business processes easier.  In this episode, Danielle also discusses:    What is the scorecard 3:19 The steps for building a scorecard 4:15  How you can build a scorecard 11:09 What to include in a scorecard 14:22  Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:  Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/ Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/   Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid

Today, I’m diving into EOS- Entrepreneur Operating System, which is a concept that I’ve been implementing in my own entrepreneurial journey and has given us amazing results since we’ve  been using it with our leadership team.    In this episode, I go over what EOS is and how you can start using some of the concepts today in your own small business. In this episode, Danielle also discusses:    What is EOS 2:25 Vision and why you need it 6:45 Marketing framework 7:34 BTO 8:39 The importance of people and teams 10:20 Data and scorecards and how to implement effectively 13:09 The process of creating SOP’s and hiring 16:01 Issues and meeting 19:13 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    https://ginowickman.com/   https://www.eosworldwide.com/ Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/ Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/   Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid

As an entrepreneur, it’s important to be familiar with your finances and know how to use your numbers to make crucial decisions in your business as you continue to grow.    In today’s episode, I’m growing through the different phases of business and success and walking you through what you need to do as an entrepreneur to become the CFO of your business. In this episode, Danielle also discusses:    Different phases of your business financially 2:15 Training and development needed when you’re making under 100k 4:42 Taking time to think about big purchases 6:33 Preparing for bringing on team members 7:49 Determining the role you’ll have in your business as you grow 14:44 Who you need in your business to support you as you grow 19:43 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    https://kickstartaccountinginc.com/newhire Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/ Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/   Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid

You’ve heard me talk about the Profit First system before and how taking a profit before paying expenses is important for business owners. At Kickstart Accounting, we help our clients implement Profit First or decide how they can prioritize getting paid as the business owner so profiting becomes a habit.    In today’s episode, I’m going over everything you need to know before you implement Profit First into your business including the negatives, positives and variations of Profit First that you can start today.   In this episode, Danielle also discusses:    What is Profit First? 2:09 The 5 bank accounts you need to have 5:05 The right time in your business to implement Profit First 8:30 The main issues we see with business owners implementing Profit First 8:57 The steps you need to take to start making profit a priority in your business 14:02 Why you need to prevent burnout to create more efficiency 19:48 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/ Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/   Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid

Sarah Delevan is a Food Business Financial Consultant, host of The Good Food CFO Podcast, and CEO of Sarah Delevan Consulting where she helps entrepreneurs in the food industry gain  financial sustainability and success.   In this episode, Sarah talks about her role as a CFO and how businesses in the food industry can set themselves up for long term financial success.   In this episode, Sarah also discusses:    Sarah’s background and her start as an entrepreneur 1:12 How her own personal mission led to her business venture 3:00 Lessons Sarah learned as a buyer 7:53 What a CFO is and what they provide for a business 11:15 Labor costs for the food industry 19:51 Why it’s not always about cutting back costs 27:22 The biggest transformation Sarah sees her clients in the food industry make 29:35 Profit First and how it can help shift your mindset 36:20 Connect with Sarah:  Website |  https://sarahdelevan.com/ LinkedIn | https://www.linkedin.com/in/sarah-delevan-b3330b43/ Podcast | https://podcasts.apple.com/us/podcast/the-good-food-cfo-podcast/id1544877345 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/ Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/   Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid

As an entrepreneur it’s so important to know the basics of your numbers and financial statements so you can build a strong foundation for your business as you continue to grow and increase your revenue.    In today’s episode, I’m sharing some of the basic terms and definitions that you should be familiar with when it comes to your business accounting and your numbers.    In this episode, Danielle also discusses:    Cash basis vs accrual 4:15 What financial statements include 9:04 EBITDA- what it means and why you need to know it 19:24 Balance sheet and what to know about them 22:17 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:  Grab the Glossary PDF -> DOWNLOAD Book your FREE discovery call https://www.kickstartaccountinginc.com/get-started

Sarah Walton is an author, speaker and a business mentor to women who want to launch, grow and maintain successful businesses and careers that they love. Sarah’s mission is to help more money get into the hands of more women.     In this episode, Sarah talks about her journey from poverty to successful business owner and why healing your relationship with money is so important in order to move forward.  In this episode, Sarah also discusses:    How her background and childhood shaped her current business 4:55 The transformation she provides to her clients 11:18 Why healing your relationship with money is so important 12:00 Money mindset and how she was able to shift her beliefs 14:09 How she was able to heal her relationship with money 16:56 Shifting from an employee mindset to a CEO mindset 20:44 The importance of constant personal development 28:12 Why it’s so important to invest in a coach 34:15  Connect with Sarah:  Website | https://sarahwalton.com/ Youtube | https://www.youtube.com/channel/UCV6deUVjAyESka5PeUP-meA Podcast | https://sarahwalton.com/podcast/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02  

Jamie Van Cuyk is a small business consultant who helps high-performing business owners learn how to grow and lead their teams. Jamie’s passion is teaching her clients how to hire, onboard and manage their perfect contractors or employees.    In this episode, Jamie goes into detail about hiring as a small business owner and everything you need to know as you go through the hiring process to bring on your perfect candidate.  In this episode, Jamie also discusses:    Jamie’s journey into entrepreneurship 2:50 The 3 main ways she helps clients in their transformation during the hiring process 6:29 Why you don’t need to duplicate yourself when hiring 9:48 The ROI with hiring 12:23 How to attract the right candidate 17:01 Shifting your mindset when it comes to attracting the right candidate 18:01 Listening to your gut during the hiring process 30:15 Building the team culture you want for your company 41:29 Connect with Jamie:  Website |  https://growingyourteam.com/ LinkedIn | https://www.linkedin.com/in/jamievancuyk/ Podcast |https://growingyourteam.com/podcast/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02  

Tammy Trenta is the founder and CEO of Family Financial, a woman-owned wealth management firm that provides financial support to entrepreneurs. Tammy has 26 years of industry experience as a certified exit planner and certified tax coach which helps her clients to devise tax strategies, navigate the sale of their businesses and reach their financial goals.   In this episode, Tammy talks about how you can increase your wealth as a business owner and the financial aspects you need in place in order to preserve your current wealth and keep more of what you earn.  In this episode, Tammy also discusses:    How you can prepare to work with a financial advisor 4:49 Why you should work with a fiduciary and how to find one 5:06 Why business owners should be working with a financial advisor 9:34 Mindset shifts entrepreneurs can make in their business to have better finances 13:25 Creating a retirement plan and exit planning and preparing financially 15:38 ESOP-what it is and the pros and cons 25:30 Strategies to help create wealth in your business 27:00 Connect with Tammy:  Website |  https://familyfinancial.biz/ LinkedIn | https://www.linkedin.com/company/family-financial/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

Jamie Lieberman is the owner and founder of Hashtag Legal, a law firm for growth-focused creative entrepreneurs. Jamie’s goal is to eliminate the worry and exhaustion that can arise for CEO’s while growing their businesses.    In this episode, Jamie talks about how you can set up the legal position of your business correctly so you can continue to thrive and some of the legal aspects you need to look at as a CEO.  In this episode, Jamie also discusses:    How she got started with law and entrepreneurship 3:03  Why you need to hire out in your business 10:18 Why you need to hire an attorney as an entrepreneur 14:04 LLC vs S Corp vs Sole Proprietor 16:39  How legal needs to change as your business grows 21:01 Trademarks and intellectual property 25:28 How you can improve the legal position of your business today 29:31 Connect with Jamie Lieberman:  Website | https://www.hashtag-legal.com/ Instagram | https://www.instagram.com/hashtag_legal/ LinkedIn | https://www.linkedin.com/in/hashtag-legal-93b42117a/ Podcast | https://www.hashtag-legal.com/the-podcast/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

Courtney Elmer is a podcast host, business systems expert and CEO of The EffortLESS Life®. Courtney is on a mission to help online business owners get the right systems, structure, and support in place within their business so they can spend more time in their zone of genius.   In this episode, Courtney talks about why it’s important to outsource, systemize and focus on what you truly love in your business.  In this episode, Courtney also discusses:    What brought Courtney into her role as a CEO 4:48 The skills clients are missing when it comes to setting systems in business 9:42 Systems for money mindset and financial wellness 15:09 Setting systems to pay yourself 32:27 Getting over your fear of looking at your numbers 38:46 Knowing the value of your time 40:00 Connect with Courtney:  Website |  https://www.courtneyelmer.com/ Business Website |https://www.theeffortlesslife.co/ Podcast | https://www.systemsmadesimple.co/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02  

Today, I’m diving into the importance of money mindset as an entrepreneur and why you need to focus on improving your mindset when it comes to building a thriving business.      In this episode, I go over some of the strategies our past guests have used to overcome their money mindset struggles as business owners and how you can start applying these small steps to your own business.  In this episode, Danielle also discusses:    Looking at your own money journey and detoxing through journaling 4:27 The power of positive thinking 6:36 Negative and positive emotions around money 14:00 The importance of having a community and tribe 16:39 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

Rachel Kapp is a Board Certified Educational Therapist and the CEO of Kapp Educational Therapy Group.  Rachel also hosts a podcast Learn Smarter: The Educational Therapy Podcast.     In this episode, Rachel and Kelsey talk with Danielle about how Rachel was able to plan her maternity leave with her team so that her business would continue to thrive without her and she could still get quality time with her newborn.  In this episode, Rachel and Kelsey also discuss:    Planning your leave and the emotions behind it 8:05 The importance of having a savings in business 13:31 Looking at your business metrics and how much revenue you bring in 14:36 Why you need to look at your KPI’s before going on leave 23:45 Setting boundaries while on leave and preparing your team 28:53 Connect with Rachel:  Website | https://www.kappedtherapy.com/ LinkedIn | https://www.linkedin.com/in/rachel-kapp-m-a-board-certified-educational-therapist-735722111/   Podcast | https://learnsmarterpodcast.com/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

Today, Kelsey, our Lead Account Manager, joins me to discuss what you need to prepare for in order to take an extended leave in your business as an entrepreneur.     Whether it’s for maternity or paternity leave or you’re taking some time off to enjoy your summer, learn what you need to have in place before you leave so your business can continue to profit and thrive behind the scenes.  In this episode, Kelsey and Danielle also discuss:    A checklist you can use to get prepared for an extended leave 2:15 Auditing your own responsibilities as a CEO 2:33 Preparing your team for an extended leave 5:23 Why SOP’s are so important 5:42 Creating courses or digital products as a way to serve when you’re not present 7:00 Checking your KPI’s and why you need to 10:14 Making sure you have your business savings in place 12:39 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02  

Delanie Fischer is a Business Simplicity Coach, where she helps busy entrepreneurs around the world with scaling minimalist businesses through her private coaching, podcasts and courses. Delanie thrives off of helping her clients remove distractions and create more money, time and freedom.    In this episode, Delanie joins me to talk about the importance of simplicity in business and why over complicating things as an entrepreneur isn’t helping your business.  In this episode, Delanie also discusses:    Delanie’s journey from stand up comedian to entrepreneur 1:00 Strategies that keep Delanie’s money mindset strong 8:06  The importance of focusing on the positives 11:00 Shifting from hustle to minimalism 13:29 How burnout and over complicating things in business are related 18:04 Systems and strategies that keep things simple 25:05 Connect with Delanie:  Website |  https://www.delaniefischer.com/ Podcast | https://www.delaniefischer.com/podcast Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

Today, Kelsey, our Lead Account Manager, joins me for a special 50th episode. Kelsey and I take you behind the scenes of Kickstart Accounting and talk about some of our monthly finances and systems that help the business run efficiently.    We also go over some of the mistakes that were made back when the business was just starting and how I was able to fix them.  In this episode, Kelsey and Danielle also discuss:    The systems that we use today to help run the business 2:24 Xero and why you should or should not use it 11:10 The importance of having a separate business credit card 12:05 EOS and using it with your team 15:35 Checking your operations expenses and profit 22:00 Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

Are you looking for a way to make simple, small changes in your business that will have a big impact?   If you could apply a small 1% change to your business on a consistent basis, it could make a huge impact and movement in your business. Making these small changes in your business makes it digestible for you and empowers your mindset to continue.    Join me today as I go over how you can apply a 1% change to 7 drivers in your business.    Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:  Worksheet| https://kickstartaccountinginc.com/powerofone Profit Planner: Text Profit Planner to 844-499-6969   Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

Gordon Henry is the Chief Strategy Officer of Thryv Inc. an end-to-end client experience platform for growing small businesses. Thryv helps businesses reach more customers, stay organized, get paid faster and generate more reviews  so they can manage their customers anytime, anywhere and on any device.   In this episode, Gordon talks about integrating systems and automations into your small business to operate more efficiently. In this episode, Gordon also discusses:    Gordon’s journey with Thryv The importance of having a good team Transformations when embracing technology in business Pivoting from a product to a software space  Skills leaders need to grow a business and lead in the technology space  Strategies to determine which software is right for your business  The tools Gordon and his leadership team have to support growth Connect with Gordon:  Website | https://www.thryv.com/ LinkedIn | https://www.linkedin.com/in/gordonhenry/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02  

Elena Armijo is a Professional Certified Coach (PCC), member of the International Coaching Federation (ICF) and Certified Dare to Lead™ Facilitator who has a strong track record of supporting clients and organizations in creating impact, culture shifts and leadership development. Elena helps her clients make stronger choices, clearer decisions and powerful steps toward their desired outcome   In this episode, Elena talks about her journey into coaching and why coaching and shifting your mindset and energy around money is so important for business owners.  In this episode, Elena also discusses:    How Elena started coaching Dare to Lead Facilitator and what that means Elena’s journey with entrepreneurship  The tone around money when Elena was growing up and how that has affected her business today The energy around money and how to shift it The most common skill sets people are missing when it comes to money and leadership Connect with Elena:  Website |  https://elenaarmijo.com/ Program | https://thec-suitecollective.com/ Podcast | https://www.elenaarmijopodcast.com/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

This week, we are sharing a webinar that Danielle hosted last week with Sarah Fox, of Fox Tax Partners, where they answered business owners questions about becoming an S Corporation and how it could affect their businesses.    Sarah and Danielle address some important topics like when you should become an S Corp, why it makes a difference and what you should know first before filing as an S Corp.  In this episode, Sarah and Danielle also discuss:    The potential drawbacks of filing as an S Corp Why having a bookkeeper and a professional payroll is important   Paying yourself as a business owner with an S Corp Setting up health insurance coverage for your employees How tax time changes for businesses that file as an S Corp Connect with Sarah:  Website |  https://foxtaxpartners.com/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today’s Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02