Business By The Bay
Latest Episodes
Plan and execute by having the right team
CPA Chetan Shah says that most of the businesses come to him because they struggle because of not maintaining clean records. They are good at what they do in terms of products or services, but not necessarily in accounting. Not having the right advisory
Weight loss with hormonal balancing
Debbie Harris mentioned that convenience and marketing of unhealthyfood are two big reasons people gain weight. As we are over scheduled, it is natural for us to pick the food that is easily available and unfortunately junk food is marketed well and is
How is the health of your business?
Most business owners don't know the health of the business because they are not maintaining and monitoring the financial statements in a timelymanner. It is hard to 'do it yourself'' because most of the time is spent on running the busine
Financial solutions for businesses
Joanthan Pop spoke about how from having a Music and Education major in college, he became a wealth management advisor. He sees that many of thesuccessfulbusinessowners need help when it comes to retention of key employeesand tax optimization strateg
Learning social media marketing
Deborah Finestone spoke about her journey from being a journalist to starting her social media marketing company. She talked about her group training program, which is to help small business owners and non-profits who are not in a position to hire an expe
Creating compelling visual narratives
Creating compelling visual narratives can feel like a difficultskill tomaster. Mark Bullock shared his experiences and how he being an introvert with no desire to be in front of a camera has created thousands of videos. Following are some of the valuabl
Retirement Solutions
JJ spoke about retirement solutions available to small business owners. He said that the California state mandaterequires businesses with five or more employees to offer a retirement plan, else they will be fined. However, in spite of being a cost in ter
Integrated tax planning
Al Ariasoutlined various strategies for saving on taxes, emphasizing an integrated approach to tax planning. This involves creating multiple business entities to enable business owners to minimize their effective federal income tax, typically falling wit
COBRA Compliance
COBRA compliance: Yvonne described the COBRA compliance requirements and also the best practices for the employers. Do you have20+ employees with group health plans? If yes, then Yvonne mentioned that there are federal and state penalties for non-complia
Cash management and pain free growth
Are you struggling to keep up with the growth that is taking place in your company? Are you closing your books within 7 days or are you really behind with your accounting? Brit Summerill made some very good suggestions regarding best accounting practices