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3 Ways To NOT Irritate Your Tax Preparer

Cheers To Business

Release Date: 02/11/2020

Trimming Customers and Grooming Clients with Carita Koen show art Trimming Customers and Grooming Clients with Carita Koen

Cheers To Business

On this episode, Karen talks with Carita Koen, COO, and Chief Marketing Officer for Green Magic Landscape. Carita is a financial planner whose main job is to keep everyone accountable, focused on the company's mission, and on track for success. Today she shares Green Magic's process for finding new business and cultivating a proactive and profitable relationship with their clients and community.

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Business Friendly Government with Terrence DeShaun Smith show art Business Friendly Government with Terrence DeShaun Smith

Cheers To Business

Karen talks with the Director of the Mobile, Alabama Mayor's Innovation Team (I-Team) Terrence DeShaun Smith. Terrence is a legit Mobile mover and shaker who leads a local government problem-solving think tank whose mission is to find new ways to solve perennial and entrenched government process problems. Terrence shares the details of this new initiative and how his team is fueled by hindsight, insight, and foresight to improve this maligned government and citizen interaction.

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Brandon Kiser Interviews Karen show art Brandon Kiser Interviews Karen

Cheers To Business

On this episode, Karen talks with Employee Benefits Specialist at Colonial Life, Brandon Kiser. Brandon is a school friend of Karen's daughter Cadie and has some "getting started" questions for his side hustle businesses. Karen lays out some LLC and S-Corp information, and then Brandon turns the tables and interviews Karen on the sale of her CPA firm. This show is sponsored by DocRX and docrx.com.

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The Business and Benefit of Covid-19 Testing show art The Business and Benefit of Covid-19 Testing

Cheers To Business

Covid-19 looks like it is here to stay, and testing for individuals and companies is as important as ever to ensure a safe and healthy environment for our families, customers, and businesses. On this episode, Karen talks with Leitha Boutwell of Coast Diagnostics, LLC, a growing clinical testing laboratory for hospitals, urgent care centers, doctor offices, and businesses in Mobile, Alabama. Leitha fills us in on why individuals and companies need to get COVID-19 tested.

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Sales Help With Yelp And Juliet Hart show art Sales Help With Yelp And Juliet Hart

Cheers To Business

Karen talks with Yelp.com expert Juliet Hart and how she and Yelp's community of 145 million monthly users, 150 million reviews, and 150 local Yelp Elites can increase awareness and sales for any company. It's time to try something new and proven to get your business seen online. Plus, let's get your profile set up correctly to get more eyeballs on your digital footprint and more sales in the books. Yelp can help!

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Are We Going To Have A Fair This Year? show art Are We Going To Have A Fair This Year?

Cheers To Business

Karen talks with Josh Woods, the Executive Director at The Grounds and Greater Gulf State Fair. Josh fills us in on how the Greater Gulf State Fair is planning to happen in 2020. Josh shares how The Grounds was not eligible for PPP and how he and the Jaycee's Board of Directors are not only surviving but also thriving in a post-COVID-19 world. Enjoy the show!

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Still Be Like Christine Cumbie show art Still Be Like Christine Cumbie

Cheers To Business

It seems like everything is chaotic and scary in the business world these days. So, Karen thought we needed some good vibes and inspirational messages. It was a no brainer to decided to replay the Christine Cumbie of Gardberg & Kemmerly episode from last year. Christine is a local change-maker, entrepreneur, cancer warrior, and survivor. Cadie and Karen love Christine, and they are not kidding when we say they want to be like Christine Cumbie. Enjoy The Show and stay well!

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Good Teams, Smart Growth and COVID-19 Testing show art Good Teams, Smart Growth and COVID-19 Testing

Cheers To Business

Karen talks with the CEO of DocRx and owner of Coastal Diagnostics, Brian Ward. Brian explains how he saw and seized an opportunity to grow his small medical lab by providing much-needed testing for COVID-19. By investing and expanding his medical testing capabilities, Coast Diagnostics is now poised to create a huge opportunity for Brian and his well-tuned team by helping the businesses and people in his community.

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Deduction or No Deduction show art Deduction or No Deduction

Cheers To Business

On this special gameshow edition of Cheers To Business, Karen quizzes Chris and Laney Andrews, owners of Bienville Bites Food Tours, on a game called Deduction or No Deduction. Karen throws out a common business tax deduction and Chris and Laney yay or nay that you can deduct that cost on their 2019 business taxes. Pop a top or pop a cork and learn while having fun on this special episode.

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Paycheck Protection Program Flexibility Act show art Paycheck Protection Program Flexibility Act

Cheers To Business

Noell Broughton talks to Karen Simmons about how difficult the COVID-19 shutdown has been on his bar and restaurant businesses. Plus, he describes the PPP paperwork, figuring out the maze of government regulations, and getting his employees back to work and relaunching his operations at only 50% capacity. Karen and Noell deliver a feast of insights for business owners and employees concerning PPP loan forgiveness, and how to gain access to the newly enacted Paycheck Protection Program Flexibility Act

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John Calderone on Cheers To Business Podcast

On this episode, Karen talks with CPA John Calderone, and he shares three ways on how to get the most out of your CPA when preparing your taxes and tips on keeping your tax bill lower. Plus, John reveals the best KPI's and financial reports for small businesses to monitor the health of their company.


3 Best Tips To Help Your Tax Preparer:

> Accumulate your data and all your documents in a single delivery to your CPA.
> Have separate personal and business checking accounts, credit cards, and other financial accounts.
> Once your CPA gets the ball rolling on your tax return, be available to answer all questions.

 

Learn more about Karen Simmons & Cadie Gaut



Karen Simmons

Payroll Vault - Mobile & Baldwin Counties

 


Cheers To:

There are only three places your business money can come and go: operations, investing, or financing. - Karen Simmons

The Cash Flow Statement is an excellent way for small businesses to know where the cash goes and where it is coming from. - John Calderone

If your business cost percentages jump way up or down, it's going to show you where you have problems. - John Calderone