E6: 7 Smart Year-End Moves for Small Business Owners
Beyond Your Books: A Small Business Growth Podcast
Release Date: 12/01/2025
E8: Emily Harris: Serving the Healthcare Industry: Pros and Cons of Niching Your Target Market
Beyond Your Books: A Small Business Growth Podcast
In this episode of "Beyond Your Books," host Mark Tuggle welcomes marketing expert Emily Harris to discuss the intricacies of niching down in the healthcare industry. Emily shares her extensive experience in healthcare marketing, highlighting the benefits and challenges of specializing in a specific market. Together, they explore how focusing on a niche can lead to becoming an expert in the field, building a strong referral network, and ultimately providing more value to clients. The conversation delves into the unique aspects of marketing to healthcare professionals, including the importance...
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E7: Dinesh Mohangupta: The Hidden Leaks in Your Operational Budget
Beyond Your Books: A Small Business Growth Podcast
In this eye-opening episode of Beyond Your Books, host Mark Tuggle, CEO of , sits down with , a cost optimization strategist with and self-proclaimed “Profit Keeper,” to uncover the powerful, often overlooked truth about operational cost savings. While many business owners focus solely on driving revenue, Dinesh explains why reducing expenses—even by a small percentage—can deliver faster, more dramatic gains in profitability. Together, Mark and Dinesh break down the real math behind cost savings, reveal the hidden leaks buried in everyday vendor contracts, and outline a simple,...
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E6: 7 Smart Year-End Moves for Small Business Owners
Beyond Your Books: A Small Business Growth Podcast
As the year winds down, small business owners often find themselves focused on just surviving the holiday rush—but the end of December is also one of the most critical times to pause, reflect, and plan for the year ahead. In this episode, Mark Tuggle, CEO of shares seven key areas plus one bonus area that every small business owner should review before year-end. From tax planning and financial cleanup to goal setting, compliance checks, and building long-term business value, Mark provides practical, actionable steps to finish the year strong and start the next year with clarity...
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E5: Cory LaPlante: From Fear to Growth: How to Lead and Scale Your Business with Confidence
Beyond Your Books: A Small Business Growth Podcast
In this episode of Beyond Your Books, Mark Tuggle, CEO of , sits down with Corey LaPlante, Founder and CEO of , to explore his inspiring journey from accountant to leading software consultant and Corey shares how an unexpected career pivot during the global pandemic led him to launch a thriving business that now serves clients worldwide. Together, they dive into the challenges of entrepreneurship, the weight of leadership, and the transformative power of values-driven growth. The conversation goes beyond business strategy, offering an honest look at the emotional side of building and...
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E4: Marcus Constantino: How Writing a Book Elevates Your Business and Brand
Beyond Your Books: A Small Business Growth Podcast
In this episode, Mark Tuggle, CEO of , talks with —author, writing coach, serial entrepreneur, and co-founder of . Marcus shares his journey from biblical studies and youth ministry to discovering a love for accounting and building a career helping authors, business owners, and nonprofits bring their ideas to life. He dives into the power of writing a book to amplify credibility, serve clients, and position yourself as a thought leader. From ideation and writing to marketing and business strategy, Marcus breaks down how authors can turn knowledge into impact and revenue. Listeners also...
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E3: Hiring a Bookkeeper: When to Act and What to Ask
Beyond Your Books: A Small Business Growth Podcast
Many small business owners view bookkeeping as a “necessary evil” and put it off until tax time—costing themselves time, money, and peace of mind. In this episode, , CEO of , breaks down everything you need to know about hiring a professional bookkeeper. From recognizing the right moment to outsource, to understanding the benefits, to knowing exactly what questions to ask before you commit—you’ll walk away with clarity and confidence in making this critical business decision. What You’ll Learn in This Episode: 📈 When to Hire a Bookkeeper: Clear signs it’s time to stop...
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E2: 8 Key Drivers to Maximize Your Business Value
Beyond Your Books: A Small Business Growth Podcast
What if the true measure of your business success isn’t just revenue, sales, and/or headcount? In this episode, , CEO of , uncovers the powerful difference between business growth and business value. With clarity and real-world examples, he reveals why growth alone can leave entrepreneurs exhausted, while value-building creates freedom, resilience, and long-term success. Mark introduces the eight key drivers that determine a company’s value: ➡️Financial Performance ➡️Growth Potential ➡️Switzerland Structure ➡️Positive Cash Flow ➡️Recurring Revenue ➡️Monopoly Control...
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E1: Purpose-Driven Bookkeeping — Aligning Financials with Your Vision
Beyond Your Books: A Small Business Growth Podcast
In this debut episode of Beyond Your Books, host , PhD, introduces the game-changing concept of Purpose-Driven Bookkeeping—a fresh perspective that transforms bookkeeping from a box-checking compliance task into a strategic tool that fuels business growth and personal freedom. Mark unpacks the five pillars of this approach, showing you how to: ➡️ Turn raw numbers into a compelling story that informs every decision ➡️ Align your financial records with your bigger goals and vision ➡️ Understand why compliance is only the foundation, not the finish line ➡️ Track KPIs and...
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Trailer
Beyond Your Books: A Small Business Growth Podcast
Welcome to Beyond Your Books: A Small Business Growth Podcast, brought to you by Telos Bookkeeping — where we help small business owners grow with clarity, confidence, and purpose. In each episode, we go beyond the spreadsheets to talk about the why behind your business — helping you make better decisions, manage your money wisely, and build a legacy rooted in more than just profit. You’ll hear real stories from other business owners, expert insights, and practical tips to help you align your finances with your mission. Because at Telos, we believe business is more than numbers —...
info_outlineAs the year winds down, small business owners often find themselves focused on just surviving the holiday rush—but the end of December is also one of the most critical times to pause, reflect, and plan for the year ahead. In this episode, Mark Tuggle, CEO of Telos Bookkeeping shares seven key areas plus one bonus area that every small business owner should review before year-end.
From tax planning and financial cleanup to goal setting, compliance checks, and building long-term business value, Mark provides practical, actionable steps to finish the year strong and start the next year with clarity and confidence.
Mark also covers the often-overlooked bonus area: rest, renewal, and reconnection—highlighting that stepping away, recharging, and reconnecting with your purpose is critical for sustainable success.
Whether you’re looking to capture last-minute tax savings, clean up your books, or set measurable goals for growth, this episode equips you with the tools, mindset, and strategies to take action now, avoid common year-end mistakes, and position your business for a successful, purposeful year ahead.
👉 Subscribe now for practical insights, inspiring stories, and powerful strategies to grow your business with purpose.
Topics Include:
- Seven Year-End Moves for Small Businesses
- How to Finish the Year Strong and Start Next Year Confident
- The One Bonus Move Every Business Owner Often Misses
- Unlocking Hidden Tax Savings Before December 31st
- Analyzing Your Numbers to Drive Better Profitability
Free Small Business Year-End Checklist
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