Business By The Bay

Business By The Bay


Latest Episodes

Plan and execute by having the right team
March 01, 2024

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
February 12, 2024

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?
January 26, 2024

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
January 14, 2024

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
January 08, 2024

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
December 13, 2023

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
November 23, 2023

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
November 17, 2023

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
November 08, 2023

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
September 22, 2023

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