Beyond the Margins Podcast
30 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 4 ratingsBeyond the Margins was created for you. To help you better understand how every decision you make has a financial impact on your business.While the bottom line is important, there are also things we need to address if we want to be successful in business and also at an individual level.Our goal is to unpack topics that will help you to make better financial decisions to grow your business but also grow and take care of yourself as an entrepreneur.
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Episodes
The Importance of Understanding Your Numbers w/ Terrell Turner
March 10, 2021 14:00 - 37 minutes - 25.8 MBOn this episode we discuss the future of accounting, why it is important to have a strong understanding of your numbers and one big mistake many business owners make when it comes to the finances of their business. Terrell Turner, CPA is the host of a show called Business Talk Library. Business Talk Library is a series of shows and resources created for business owners, entrepreneurs and professionals that address important business topics and issues relevant to you and your business. Ter...
Creating Content & Building Your Brand w/ Katie Thomas
March 03, 2021 14:00 - 36 minutes - 25 MBIn this episode we discuss the future of the accounting industry and the importance for financial professional to build their brand online. Katie Thomas, CPA is the founder and owner of Leaders Online LLC. She is a digital marketing strategist, content creation expert, and national speaker. Katie’s superpower is helping leaders implement the right marketing strategies to reach their target audience in a way that they're sure to captivate their attention, cultivate a genuine relationship, a...
Debunking Payroll Myths w/ Ann Angelucci
February 15, 2021 14:00 - 26 minutes - 18.2 MBIn this episode Dave talks with Ann Angelucci about some of the myths surrounding payroll. Ann Angelucci has always been passionate about small businesses. She started her career in payroll over 9 years. After working at Paychex she eventually got the opportunity to partner with a local provider whose customer service and attention to detail aligned with her values. Ann also has a passion for giving back and volunteers with SCORE and Wings for Success.
The Future of Accounting w/ Nikole Mackenzie
February 05, 2021 16:00 - 20 minutes - 14.2 MBAfter working at a regional accounting firm for several years, Nikole became frustrated with the structure of traditional CPA firms. She felt there was so much more accountants could do to help people throughout the year, rather than just once per year at tax time. She also recognized that many of her clients’ accounting departments were run very inefficiently— using outdated technology, with people often performing the wrong tasks for their skill-set. In 2016, Nikole founded Momentum Accou...
Disrupting the Accounting Industry w/ The Rapping CPA, Drew Carrick
February 01, 2021 14:00 - 29 minutes - 20.4 MBThe Rapping CPA, Drew Carrick, is a modern day polymath, or jack-of-all-trades. He understands the importance of preparing for the future and having an innovators mentality towards the way the world works. His entrepreneurial mindset is what led him on a path toward shattering the accountant and CPA stereotypes, where he incorporated creativity and passion into his perspective on the industry. As the Director of Operations for C3EG’s Evolve Now project and mission, he has focused on moving...
The Future of Automation w/ Chris Hawn
January 03, 2021 01:00 - 36 minutes - 25.4 MBChris Hawn is the Managing Director for Nividous Software Solutions in Moorestown, NJ where he is focused on building out new markets for Nividous’ revolutionary Hyperautomation platform in North America. Prior to Nividous, Chris has helped to build and scale multiple emerging technology companies in the US. He also has a background in Asset Management where he has raised over a billion dollars in capital for various funds and alternative investments. Chris is a frequent guest speaker fo...
The Biggest Challenge Facing Companies Going Remote
December 14, 2020 00:00 - 9 minutes - 6.59 MBLet’s face it, the world will never be going back to normal. We’ve experienced such a shift in the way things are done, I truly believe there is no way to completely reverse it at this point. This isn’t necessarily a bad thing. I think we have all learned a lot about ourselves and our businesses. I think many people are realizing that working remotely can actually work. I am not just talking about the 3 person company. Very large Fortune 500 companies have also realized this and are potentia...
5 Ways to Better Manage Your Bookkeeping
October 15, 2020 18:00 - 11 minutes - 7.76 MB5 Ways to Better Manage Your Bookkeeping Keeping good books for your company can feel overwhelming at times. As soon as you get behind, it seems impossible to catch up or keep up. I wanted to discuss 5 ways to get ahead and stay ahead. Separate Business and Personal In general, you should not have any personal expenses running through the business. I wont even touch on the legal implications of this, but they can be severe. Everything gets muddy when you are using bank accounts and cre...
You Get What You Pay For
October 12, 2020 14:00 - 12 minutes - 8.79 MBWould you like to buy a Lamborghini for the price of a Honda Civic? Obvious answer, right? So why does a company, who is getting poor service, expect to get better service somewhere else but at the same price? As the old saying goes, “you get what you pay for”. While in certain situations this may not be the case, I have found over the years that a majority of the time, this holds true. Being the owner of a service company, I have seen this situation play out far too often. Countless time...
My Morning Routine
October 01, 2020 16:00 - 14 minutes - 9.75 MBI have always been a person who enjoys the nuances of each day. One of the reasons I love what I do is because every day looks different. Some days I am filled up with zoom meetings, some days I am focused on content and other days I am working on developing business. I love the variety. However, one thing that I have noticed over the years is that a lack of organization tends to hurt my productivity. I sometimes forget things I should be doing or I will dive into things without being in the...
The Importance of Your Chart of Accounts
September 24, 2020 19:00 - 27 minutes - 19.2 MBA term often tossed around when discussing accounting or bookkeeping is the Chart of Accounts. I want to take some time today to make sure you know what it is and why it is important. But first let us look at a basic definition… The chart of accounts (COA) is an index of all the financial accounts in the general ledger of a company. In short, it is an organizational tool that provides a digestible breakdown of all the financial transactions that a company conducted during a specific account...
What Ever Happened to Just Telling the Truth?
September 18, 2020 17:00 - 11 minutes - 7.66 MBWhat a crazy world we live in. As scary as it sounds, it seems like telling the truth and being honest is an afterthought in today’s culture. I don’t want to get political but let’s just look at this election for example. Every media company is telling a different story, most likely based on their political affiliation. Each candidate is saying things about the other candidates that may or may not be true. As citizens, how are we to know what to believe anymore? Not knowing who to trust is a...
QuickBooks Online: Advantages & Breakdown of Plans
September 03, 2020 17:00 - 14 minutes - 9.68 MBQuickBooks Online (QBO) has been our preferred platform of choice for quite some time now. It is probably the most popular accounting package and it works very well for our clients and their needs. In this episode we break down the 4 reasons why we choose QuickBooks and also the 3 different plans that QBO offers.
The Importance of Delegation
August 27, 2020 15:00 - 13 minutes - 8.99 MBMany people love the idea of delegation but have a hard time putting it into practice. As a business owner, I know how hard it can be to let go of control at times. We want things done a certain way and the only way to truly ensure that is to do it yourself. But is that always the best move? Lets first take a look at the definition of delegate… Entrust (a task or responsibility) to another person, typically one who is less senior than oneself. I want to talk about the importance of delegat...
Is Now a Good Time to Launch a New Venture?
August 20, 2020 18:00 - 17 minutes - 12.2 MBStarting a business can be a scary thing. Making the decision to head out on your own carries a lot of risk. Given the current situation of our world and country, I am sure the timing has never felt worse. However, I would argue that the timing is PERFECT to launch a new business. Lets discuss!
The Importance of Unplugging
August 12, 2020 12:00 - 10 minutes - 7.51 MBGetting “burned out” is a real thing. I have been there in the past and it can wreck even the very best of us. For me, my productivity and creativity suffered miserably. For some people it happens much quicker than others. Be aware of where that line is for you and make sure not to cross it. Having time to completely unplug from work needs to be it’s own kind of priority. I’m not saying that you need to take a 3-week vacation and leave your cell phone at home. But I am saying that you need...
10 Questions Every Startup Needs to Answer
August 07, 2020 18:00 - 26 minutes - 18.2 MBStarting a business can feel like a very daunting task. It seems like there are endless things to do just to get up and running. We’ve created a list of 10 questions that you must answer before you launch your startup in an effort to help make the process easier.
Don't Mind the Crows
July 30, 2020 17:00 - 10 minutes - 7.32 MBHave you ever seen a hawk flying in the sky with a few crows close on its tail, bothering it? I never really understood this. A hawk is much more fierce predator capable of destroying the crows if he chose to. But for some reason he doesn’t. He just continues flying and focusing on his task at hand. If you pay close attention, you will also notice that many times when a crow is by himself, smaller birds will follow him around and bother him. A little but of karma if you ask me. Why am I t...
10 Promises We Make to Our Clients
July 24, 2020 19:00 - 35 minutes - 24.5 MBAs a professional, we owe a certain level of service to our clients. As a way to Quantify this, we have developed 10 promises that we make to all of our clients. These promises are the foundation of our business.
6 Signs You Need More Than a Bookkeeper
July 10, 2020 18:00 - 32 minutes - 22.1 MBAs your company begins to grow, one of the first people you look to hire is a bookkeeper. Maintaining strong financial records is crucial on so many levels. However, as your business begins to grow, you will eventually have the need for an accountant the next level up from a bookkeeper. This could be a controller, CFO or someone in an outsourced role. Just to be clear, this most likely will not entail replacing your bookkeeper, it will be simply adding to your team. So how do you know when i...
Change or Be Left Behind
July 02, 2020 17:00 - 16 minutes - 11.6 MBThe world has changed and will probably never be the same again. It seems like these days it is changing drastically on a daily basis. At times it feels overwhelming just to keep up. But as with any change comes great opportunity. However, in order to seize these opportunities, we need to adapt. When it comes to running a business, this adaptation could mean thriving in this “new world” or potentially turning off the lights forever. Here are 7 things we have identified that can help you adapt.
A Proactive Accountant - 5 Things to Look For
June 26, 2020 16:00 - 23 minutes - 16.3 MBWe can’t tell you how many conversations we have had with business owners that want a more proactive accountant. Many accountants unfortunately are reactive. They are really good at answering questions or determining how to treat something once it has happened, but they rarely point something out in advance or provide much value until it’s too late. While I think everyone would agree that a proactive accountant is better than a reactive, do you really know what that looks like? Let talk abo...
Working From Home: 10 Tips From a Seasoned Professional
June 18, 2020 14:00 - 27 minutes - 18.7 MBWorking from home has never been a more relevant topic. It can certainly have it's challenges but if you follow these guidelines, it can be a much more efficient and enjoyable experience.
Accounting & Technology: Lessons Learned From COVID
June 12, 2020 18:00 - 27 minutes - 19.3 MBThis pandemic has taught us many lessons about the importance of the accounting function in our business. This post is going to discuss 4 lessons we have learned through all of this that we can apply to our businesses moving forward.
You're Paying For It w/ Jon Vogel
November 21, 2019 19:00 - 33 minutes - 23.4 MBOn Episode 6 of the podcast, Jon Vogel discusses the importance of tracking your financials and building out an accounting infrastructure. Jon J. Vogel, Philadelphia-entrepreneur and marketer, earned a BS in Entrepreneurship from Rowan University and an MBA in Marketing from Drexel University. Jon is the co-founder and Principal of 215 Marketing -- a lifecycle marketing agency in Philadelphia. He is also an Adjunct Professor of Marketing at Rowan University, and sits on the Alumni Board of ...
The American Dream w/ John Tooher
November 18, 2019 18:00 - 36 minutes - 25.1 MBOn Episode 5, John Tooher takes a deep dive into transitioning from the corporate world to starting his own business. He also discusses moving from overseas to the United States and some of the challenges that entailed. John Tooher is the owner of HeadRoom, a successful Business Accelerator and Consultancy Practice with two locations in suburban Philadelphia. As well as leading a center used by more than 100 businesses and start-ups, John applies his considerable experience to helping compa...
Persistence Paying Off w/ David Zamarin
November 07, 2019 18:00 - 35 minutes - 24.1 MBWe welcome David Zamarin to the podcast on Episode 4. David dives deep into his roots about becoming an entrepreneur, his success and failures along the way and why the financial aspects of running a business are the most important. Driven to overcome the challenges faced by immigrant parents, David Zamarin has made a name for himself as the Founder of DetraPel, the latest in his series of ventures that appeared on Season 9 of ABC’s hit show Shark Tank. He also co-founded two other companie...
5 Reasons to Outsource Your Accounting Department
October 11, 2019 17:00 - 19 minutes - 13.2 MBAlex and Dave dive deep into the idea of outsourcing aspects of your business. Outsourcing has become much more popular over the past few years for all sorts of functions related to running a business. Tune in and hear why it might be a good idea for your business!
Proactive Financial Stewardship w/ Robb Holman
October 04, 2019 17:00 - 39 minutes - 27.3 MBEpisode 2 features special guest Robb Holman. Robb and the guys discuss being proactive with your business financials, what is means to be a steward of money and the way Robb trains leaders through his propriety method of Inside Out Leadership. Robb Holman is an internationally recognized leadership expert, executive coach, keynote speaker, podcast co-host and bestselling author. He is the CEO of Holman International, a global leadership consultancy revolutionizing the way business leaders ...
What is the My Accountant Handles That Podcast?
September 25, 2019 14:00 - 13 minutes - 9.3 MBIn Episode one, Alex and Dave dive into their backgrounds, discuss The Quantify Group and talk about why they started the My Accountant Handles That Podcast.