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/

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

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/

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

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

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

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/.

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

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

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/

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

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/

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

Thanks for listening!

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.

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

Thanks for listening!

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