By the Books Podcast

08/07/2024

I gathered up some of the business books on my shelf that I have been wanting to read, but never have gotten around to it. Tomorrow (Monday) at 3PM is the first meeting of the Business Page Turners book reading/discussion (sponsored by Peter Marshall & Company, CPA) - - everyone welcome! The best part? No reading is required. No shopping/purchase/fee required. ALL the reading will be done aloud, by me, in the meetings. Bring a crafting project, coloring book, crossword puzzle, laptop, or anything else you like to do while listening. I hope you'll join!

Mondays
3PM
Black Walnut Cafe
No RSVP required

https://www.eventbrite.com/e/business-page-turners-networking-and-book-club-tickets-939012691237?aff=oddtdtcreator

03/12/2023

This is one of my biggest take aways from the Tax and Legal 360 conference I attended this week

06/11/2023

What should you know before choosing a CPA? Tosin Omotayo, MBA CPA CFE CGMA CSM joins Sakline Bookkeeping President Lindsay Kline to discuss!

Not all CPAs are created equal, and it's essential to know when you're choosing the right one for your company.So, how do you know what's right for you?On th...

10/08/2023

When should a business switch from QuickBooks Desktop to QuickBooks Online? Brad White joined Lindsay Kline and Jeffrey Gonzales on the latest episode of our By the Books Podcast to talk about considerations and potential pitfalls that companies could encounter when making the decision to switch accounting software.

https://youtu.be/NXgjV-6P8dg

Is it time to finally migrate from QuickBooks Desktop to an online version?Many business owners know they need to make the switch but are avoiding the inevit...

02/05/2023

What do small business owners need to know about IRS and avoiding problems with the IRS? Keith A. Cothroll joins Sakline President Lindsay Kline to discuss on our latest episode of the By the Books Podcast - check it out!

Getting a letter from the IRS can be a business owner’s worst nightmare. And as much as you would love the situation just to go away, the absolute worst thin...

29/03/2023

When should a small business opt to switch from being taxed as a Schedule C or Partnership to being taxed as an S-Corp instead?

In this episode of our By the Books Podcast, Sakline President, Lindsay Kline, is joined by Robert McBride of RAM CPA, PLLC to discuss the concept of switching from being taxed as a sole proprietorship to an S-corp for small business owners. Rob explains how his experience in the Army made him realize the importance of paying the right amount of taxes.

He reveals the key differences between being a Schedule C or S-Corp, noting that an S-Corp can avoid some payroll taxes. Lastly, he advises starting out as an LLC, filing the S election, and speaking with an attorney.

Business owners often hear they should switch from an LLC to an S-Corp, but when is the perfect time to do so?In this episode of By the Books, Lindsay Klien ...

23/02/2023

Are you thinking about buying a business? Alex Vantarakis, founder of The Vant Group, joins Sakline President, Lindsay Kline, to discuss what people should consider before making that kind of purchase on the latest episode of the By the Books Podcast

It's the dream of many to be able to buy a business and live the American Dream. Or one growth strategy for many business owners is to grow through acquisiti...

28/01/2023

What should business owners do to get their business ready to sell? How can the value of a business increase? These are just a couple of questions that Lindsay Kline, President of Sakline, and Alex Vantarakis, CEO of The Vant Group, explore in the latest episode of the By the Books Podcast - Check it out!

https://youtu.be/WP6HA3jZPDQ

If you're thinking about selling your business, do you know what makes it attractive to buyers?Even though you may not be thinking about selling your busines...

03/01/2023

Ryan Roodenburg, the Health Craftsman, joined Sakline President Lindsay Kline to discuss the differences between a CPA, Accountant, Bookkeeper, & Enrolled Agent on the latest episode of the By the Books Podcast

https://youtu.be/4DQL5_AKhLQ

Do you love handling all of the finances in your business, including filing taxes?If you’re like most business owners, the answer is no. However, who do you ...

14/11/2022

Chris McKee, the CEO of Venturity Financial Partners, joined Lindsay Kline the President of Sakline to discuss Open Book Management and how it can help employers with employee retention.

In the age of the great resignation and quiet quitting, it’s important for businesses to find ways to engage employees and make them feel that they’re more p...

29/08/2022

Susan S Bryant, CPA, CTC joined our host Lindsay Kline on this episode of the By the Books Podcast to discuss what constitutes a good client vs a bad one -- check it out so you don't get put on your CPA's black list!



https://youtu.be/4uKoLiKef08

As a business owner have you found that all money is not good money?It’s a lesson that many entrepreneurs need to learn the hard way, which is there's no mon...

07/07/2022

Andy Christensen joins Lindsay Kline to discuss how to use solar energy as a tax savings strategy, both as the end user and as an investor.

If you’ve thought about solar panels for your home, you may have been in shock over the price. Yes, you can save money on your energy bill, but usually, the costs far outweigh the savings.

What if there was a way where you could get the IRS to pay for your solar panels?

Although it may seem too good to be true, it’s actually legit, legal, and easy for anyone to take advantage of. Andy Christensen is the Business Developer and Project Manager for Solar2sk, and he joins Lindsay in this episode of By the Books to give all the details of how they can help you create a three-party contract to make this opportunity happen.

Andy also discusses how this is only the beginning for solar panels, and there’s much more to come as the technology advances.



https://youtu.be/PogynqBFnOg

If you’ve thought about solar panels for your home, you may have been in shock over the price. Yes, you can save money on your energy bill, but usually, the ...

26/06/2022

Jeffrey Gonzales joined Sakline President Lindsay Kline on the latest episode of the By the Books Podcast to talk about GRIT!

If you're not naturally prone to have grit, is it a trait you can cultivate?

To dive even deeper, what is grit, is it a personality trait, is it learned, is it genetics. There are so many questions about this simple word, but it's something that Lindsay and Jeffrey tackle in this episode of By The Books. The discussion revolves around Grit, and how much easier it can be to have it when it's a short-term thing (i.e. childbirth) vs. a long-term thing, like a four-year college degree.



https://youtu.be/KI6tTX79lT0

If you're not naturally prone to have grit, is it a trait you can cultivate?To dive even deeper, what is grit, is it a personality trait, is it learned, is i...

26/06/2022

Ken Wimberly joined Sakline President Lindsay Kline to talk about work life balance as an entrepreneur on this episode of By the Books.

After his first marriage didn’t up the way he had hoped, Ken Wimberley made it his mission to continue to follow his passions as an entrepreneur, but also maintain a balance with his family. He didn’t want to look up one day, and although be making billions, not have a family that the was connected to.

In this episode of By the Books, Ken joins Lindsay to talk about the elusive work/life balance, and how he’s been able to find it. They also talk about entrepreneurship, and how they’ve gotten through the harder times because it isn’t always easy.

Ken also talks about passion, and how he’s been able to find a link between his passion to businesses that may not feel like there’s a fit. He also discusses what he’s excited about now in addition to some of the best advice he’s ever been given.

https://youtu.be/xNUyTPm4OX4

After his first marriage didn’t up the way he had hoped, Ken Wimberley made it his mission to continue to follow his passions as an entrepreneur, but also ma...

12/06/2022

Ryan Roodenburg joined Sakline President Lindsay Kline to talk about integrity in sales.

Do you treat your customers how they want to be treated, or do you simply treat them like a dollar sign?

Lindsay shares her very sub-par experience with buying a new car. Yes, we’ve all come to dread the car buying experience, but why is that? Ryan shares why it doesn’t have to be that way, and how companies like Tesla stand out from the rest by changing the process.

They also talk about what businesses can do to make the customer feel special, and why the details matter in the sale process.

If you’re a business owner, you’re in sales, and so you should be going that extra mile for those who are buying from you.



https://youtu.be/6vddOp5fB1Y

Do you treat your customers how they want to be treated, or do you simply treat them like a dollar sign?In today’s episode of By the Books, Lindsay is joined...

27/05/2022

Benjamin Gerald joined Sakline President Lindsay Kline to discuss how to attract and retain great employees on the latest episode of the By the Books Podcast



https://youtu.be/IrAzJm3oquE

If there's one thing most business owners can agree on right now, it's the difficulty of finding great employees. With the unemployment rate at all-time lows...

19/05/2022

Ryan Roodenburg joined Sakline President Lindsay Kline to discuss networking and mindsets on the latest episode of the By the Books podcast

https://youtu.be/tJRejsD5lK0

How important is an abundance mindset to building a business? The answer may surprise you, but it’s an essential concept that not many business owners really...

16/05/2022

On the latest episode of the By the Books Podcast, Jeffrey Gonzales joins Sakline President Lindsay Kline to talk about what business partners should discuss with each other before entering into a business partnership.

Would you step into a marriage before having discussions about important topics like values and money?

It seems like a silly question, yet one that many business owners never consider before they enter into a business partnership. What many don’t realize is that entering into a business partnership is very similar to entering into a marriage, and many of these important discussions never happen until it’s much too late.

In this episode of By the Books, Lindsay is joined again by Jeffrey Gonzales, Business Development Manager at Payentry, to talk about all the things business owners need to consider before they enter into a partnership. They also talk about important questions and discussions you should have before you sign any papers.

It may seem like nothing could possibly go wrong, but just like any great relationship, there are always disagreements lurking around the corner. It’s important that you have as many hard discussions to mitigate those disagreements before they go beyond fixing.

https://youtu.be/Bx-3YvcQleM

Would you step into a marriage before having discussions about important topics like values and money?It seems like a silly question, yet one that many busin...

07/05/2022

Susan Bryant with The MB Group, LLC joins Sakline President Lindsay Kline to discuss tax planning & savings strategies for business owners



https://youtu.be/Jsx93wap9wM

We all know that we can’t get out of paying taxes, but one of the benefits of being a business owner is the opportunity to lower the taxes you owe. However, ...

01/05/2022

Benjamin Gerald joined Sakline President Lindsay Kline to discuss several possible exit strategies that business owners might have and how to plan for those accordingly.

https://youtu.be/aOh38Ac6OJM

Even though you think there’s a really good possibility you want to keep your business forever, the reality is, there will be a point where you will need to ...

21/04/2022

Jeffrey Gonzales joins Sakline President Lindsay Kline to discuss entrepreneurial mindsets in the latest episode of our By the Books Podcast

https://youtu.be/4SVR3xQnvUE

Many people think starting and building a business is easy. However, when you start to get into the thick of things, it quickly becomes apparent that it's no...

15/04/2022

Rosanna "RoRo" Hudson joined Sakline President Lindsay Kline on the latest episode of our By the Books podcast to talk about how to maximize one of a businesses' greatest assets: real estate. Whether a tenant or owner, there are a number of strategies that can be utilized to increase profitability and cash flow.

https://youtu.be/4-y-YaYkCxs

Whether you're leasing or purchasing, real estate is one of the largest line items for any business. However, many times business owners don't do their due d...

11/04/2022

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09/04/2022

Jon Poteet joined our President Lindsay Kline on the latest episode of our By the Books Podcast to discuss cybersecurity strategies that small businesses should implement to protect themselves from hacking.

https://youtu.be/XHv_TBXOKcU

Many businesses fall under the assumption that since they're small, or because they don't deal with a whole lot of client data, they're immune to potential c...

02/04/2022

Trey Rush joined our President Lindsay Kline to discuss the new regulations requiring merchant companies such as Cash App, Venmo, Paypal, and Square to send a 1099K to recipients of $600 or more in a calendar year on the latest episode of the By the Books Podcast

https://youtu.be/pIMR_O1ejzw

In true IRS form, they are on a mission to try to collect more tax revenue. Part of that revenue comes in the form of the payments we, as a society, have gro...