Bookkeeping Archives - Business RadioX ®

Avi Pinsky on Tracking Value Creation in Your Financials

December 10, 2025 by John Ray

Avi Pinsky on Making Your Financials Track Client Value Creation, Five Key Business Drivers That Never Appear on Statements, and Why Smart Service Providers Still Struggle With Business Finances, on The Price and Value Journey podcast with host John Ray

North Fulton Studio

Avi Pinsky on Tracking Value Creation in Your Financials

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Avi Pinsky on Making Your Financials Track Client Value Creation, Five Key Business Drivers That Never Appear on Statements, and Why Smart Service Providers Still Struggle With Business Finances (The Price and Value Journey, Episode 155)

Smart service providers often run profitable businesses, even very profitable ones, but often do not understand the dynamics and drivers of their income statement. Avi Pinsky, the Business Finance Doctor, joins host John Ray on The Price and Value Journey to walk through the disconnect between accounting statements and business reality for solo and small firm practitioners who could benefit from answers their CPA doesn’t provide.

Avi explains five revenue levers that never appear on financial statements but determine whether your practice thrives or barely survives: leads, conversion rate, retention, billing frequency, and average sale value. For consultants, coaches, and professional service providers who’ve mastered their craft but struggle with the business side, he reveals why accounts receivable functions as an interest-free loan you’re giving clients while your bills come due, how to classify team member salaries so you actually know if you’re pricing high enough, and why paying vendors the day invoices arrive is overly generous because it’s also strangling your cash flow.

You’ll learn to shift from “I need more sales” to “I need to create more value” and understand why your financial statements should track value creation for clients, not just satisfy reporting requirements for accountants who bill you and then disappear until next tax season.

The Price and Value Journey is presented by John Ray and produced by North Fulton Business Radio, LLC, an affiliate of the Business RadioX® podcast network.

Key Takeaways You Can Use from This Episode

Track five revenue levers your accountant never measures: leads, conversion rate, retention rate, billing frequency, and average sale value. These numbers drive your business but don’t appear on financial statements, so you have to track them yourself.
Profit on paper doesn’t equal cash in the bank. Your P&L might show a million-dollar profit while your bank account is overdrawn because accounting statements are theoretical, not actual cash flow.
Classify employee salaries by value creation. Put client-facing team members (associates, therapists, consultants) in cost of goods sold, separate from overhead staff, so you can see if you’re pricing services high enough to cover what you’re actually selling.
Accounts receivable is an interest-free loan you’re giving customers. Every invoice you let sit unpaid ties up cash you need to pay vendors who won’t give you the same courtesy.
Stop paying vendors faster than your terms require. If your payment terms are 30 days, paying on day one might be generous, but it’s also draining cash your business needs to operate.
Build a value scoreboard, not just financial statements. Track the health metrics that tell you which part of your business needs attention in the next 30, 60, or 90 days rather than just looking backward at what already happened.

Topics Discussed in this Episode

00:00 Introduction and Welcome to The Price and Value Journey
00:15 Avi Pinsky’s Background and Business Philosophy
01:57 Challenges Faced by CPAs and Business Owners
04:35 The Transition from Operator to Owner
07:03 Understanding Business Development and Financial Dynamics
09:17 The Five Revenue Levers
12:18 Value Creation and Price Justification
13:55 Building a Value Scoreboard
18:13 Mindset Shift: From Sales to Value Creation
25:57 Understanding Revenue and Profit
26:33 The Importance of Cash Flow
27:15 The Disconnect Between Profit and Bank Balance
28:21 The Role of Accountants and Bookkeepers
30:14 Key Revenue Levers for Business Owners
30:47 Setting Realistic Business Goals
33:27 Common Cash Flow Killers
36:50 Classifying Costs Correctly
41:23 Cash Flow Forecasting for Non-Numbers People
44:30 Practical Cash Preservation Strategies
46:19 Conclusion and Final Thoughts

Avi Pinsky, Pinsky Consulting

Avi Pinsky is the founder of Pinsky Consulting and is known as the “Business Finance Doctor.” After more than a decade as a public accountant, Avi realized that small business owners don’t just need someone to crunch numbers; they need a financial partner who can diagnose hidden issues and prescribe practical solutions that actually grow the business.

He helps entrepreneurs get clear on what’s really driving (or draining) their revenue, profit, and cash flow. Through his signature “Business Wellness Checks,” he pinpoints operational blind spots and delivers simple, results-focused “treatment plans” that business owners can act on immediately.

His specialty is helping service-based small businesses stop guessing, start tracking, and scale with confidence. Avi offers a fresh, down-to-earth approach to financial clarity and sustainable growth.

Website | LinkedIn

John Ray, Host of The Price and Value Journey

John Ray, Author of The Generosity Mindset and Host of The Price and Value Journey — John Ray, Author of *The Generosity Mindset* and Host of *The Price and Value Journey*

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include business coaching and advisory work, as well as advising solopreneurs and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their expertise, such as attorneys, CPAs, accountants and bookkeepers, consultants, coaches, marketing professionals, and other professional services practitioners.

John is a podcast show host and the owner of North Fulton Business Radio, LLC, an affiliate of Business RadioX®. John and his team work with B2B professionals to create and conduct their podcast using The Generosity Mindset® Method: building and deepening relationships in a non-salesy way that translates into revenue for their business.

John is also the host of North Fulton Business Radio. With over 900 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in its region like no one else.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

John Ray is the author of the five-star rated book The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, praised by readers for its practical insights on raising confidence, value, and prices.

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to them. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset®, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

Whether you’re a consultant, coach, marketing or branding professional, business advisor, attorney, CPA, or work in virtually any other professional services discipline, your content and technical expertise are not proprietary. What’s unique, though, is your experience and how you synthesize and deliver your knowledge. What’s special is your demeanor or the way you deal with your best-fit clients. What’s invaluable is how you deliver outstanding value by guiding people through massive changes in their personal lives and in their businesses that bring them to a place they never thought possible.

Your combination of these elements is unique in your industry. There lies your value, but it’s not the value you see. It’s the value your best-fit customers see in you.

If pricing your value feels uncomfortable or unfamiliar to you, this book will teach you why putting a price on the value your clients perceive and identify serves both them and you, and you’ll learn the factors involved in getting your price right.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn | Email

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

Ron Nocera with Sync-Up Bookkeeping and Nancy Armour with University Bank

October 2, 2025 by Mike

Gwinnett Business Radio

Ron Nocera with Sync-Up Bookkeeping and Nancy Armour with University Bank

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Ron Nocera/Sync-Up Bookkeeping

Sync-Up Bookkeeping provides expert virtual bookkeeping services tailored to the unique needs of small businesses. They handle your financial tasks with accuracy and efficiency, freeing you to focus on what you do best – growing your business.

Nancy Armour/University Bank

University Bank Reverse Mortgage division has educated thousands of clients, elder law attorneys, financial professionals, health professionals, government agencies, and non-profits about the benefits and effective use of reverse mortgages. Their University Bank Reverse Mortgage division only does reverse mortgages, and they are proud to be one of America’s oldest and most respected sources of reverse mortgage information and advice. As a team, they share a passion for Seniors, and they are deeply committed to their needs. They pride themselves in delivering honest, valuable advice to clients as if they were our own family. They will always do business this way.

Gwinnett Business Radio is presented by

Cary Matthews, Adam Marshall, and Jonathan Bill on Guiding Family Businesses

September 17, 2025 by John Ray

Family Business Radio

Cary Matthews, Adam Marshall, and Jonathan Bill on Guiding Family Businesses

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Cary Matthews, Adam Marshall, and Jonathan Bill on Guiding Family Businesses (Family Business Radio, Episode 68)

On this episode of Family Business Radio, host Anthony Chen sits down with three leaders who specialize in helping family businesses grow, plan, and prepare for the future. Cary Matthews of Opal Partners Group draws on his Fortune 50 and small business background to help companies clarify their identity, strategy, and culture. Adam Marshall of Lorium Law explains how his firm combines technical excellence with a human approach to risk management, transactions, and succession planning. Jonathan Bill of SBS Accounting and Advisors shares how his firm frees entrepreneurs from back-office burdens, delivering accurate books, timely financials, and proactive guidance. Together, they show how strategy, law, and financial discipline intersect to build strong family business legacies.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Key Takeaways from This Episode

Cary Matthews emphasizes clarity on identity and culture as the foundation of strategy.
Adam Marshall shifted from “big law” to client-centered legal practice to focus on relationships and assisting clients in making informed choices.
Jonathan Bill sees accurate, timely financials as essential for growth, lending, and exit planning.
Strategic planning, legal foresight, and sound bookkeeping intersect in family business success.
Host Anthony Chen emphasizes that beyond dollars and cents, family businesses need clarity of purpose and must tie financial planning to personal meaning and legacy.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:47 Cary Matthews’ Journey from COO to Business Strategist
02:14 The Importance of Organizational Structure
04:05 Common Challenges in Small Businesses
08:36 The Role of Strategy in Business Growth
12:01 Introducing Adam Marshall and His Legal Journey
14:52 Building Client Relationships in Law
18:50 The Importance of Risk Management and Pragmatism
25:21 The Importance of Foundational Documents
26:56 Preparing for Business Exits
28:20 Family Business Transitions
32:03 Introducing Jonathan Bill
32:10 The Origin Story of SBS Accounting
36:30 Unique Aspects of SBS Accounting
45:54 Legacy and Business Values
50:43 Anthony’s Financial Corner

Cary Matthews, Opal Partners Group

Cary Matthews is the Managing Partner of Opal Partners Group, LLC (OPG), where he helps small business owners and leadership teams get unstuck, achieve their goals, and build businesses they enjoy. As a strategy coach and fractional executive, he draws on more than two decades of experience leading operational improvement and growth in small businesses.

Before founding OPG, Cary served as COO and EVP of Operations for several Atlanta-area companies, overseeing project management, support services, accounting, HR, engineering, and logistics. His leadership produced measurable results, including reducing invoicing time by 80%, boosting gross profit by 10% while managing a 30% increase in sales, and cutting training development costs by 30%. Earlier in his career, Cary worked for Fortune 100 companies and a start-up, experiences that built the foundation for his passion and expertise in small business leadership.

Cary holds a Bachelor of Electrical Engineering and an MBA from Auburn University.

Website | LinkedIn

Adam Marshall, Lorium Law

Adam Marshall focuses his practice on matters dealing with corporations, with an emphasis on corporate restructuring, bankruptcy, and distressed M&A. Adam has represented debtors, creditors, corporations, lenders, funds, and buyers and sellers of assets in numerous industries, including retail, food service, real estate, healthcare, automotive, energy, and financial services.

Further, Adam counsels business owners/C-level executives on general corporate matters, including structuring, financing, operational needs, and liquidity events/strategies. Adam began his career as an attorney with several national and international law firms, including White & Case and Greenberg Traurig, working in the restructuring and distressed M&A practice areas.

He has practiced law since 1999 and lived in Florida for 21 years, until recently relocating to the Atlanta area with his wife Stefanie and two sons, Joshua (Duke ’23) and Alexander (University of Michigan LSA Honors ‘26).

Website | LinkedIn

Jonathan Bill, SBS Accounting

Jonathan Bill owns SBS Accounting & Advisors. Jonathan grew up in a small business and seeing his dad struggle to start a new business is what gave him his heart to help entrepreneurs. As a result, Jonathan started his company in 2006 with a passion to free and empower small businesses—”free” by taking their back-office responsibilities off their plate and “empower” by providing them with the key metrics and coaching in order to meet their goals. Since 2006, Jonathan and his companies have had the privilege of bringing this transformation to hundreds of organizations.

Outside of work, Jonathan enjoys spending time with his family and ministering in his church in the area of music.

Website | LinkedIn

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

Follow this link to access the complete show archive of Family Business Radio.

How Sync Up Bookkeeping Helps Businesses Grow

July 22, 2025 by John Ray

North Fulton Business Radio

How Sync Up Bookkeeping Helps Businesses Grow

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How Sync Up Bookkeeping Helps Businesses Grow (North Fulton Business Radio, Episode 888)

Sync Up Bookkeeping isn’t your typical firm, and Andrew Clarke isn’t your typical bookkeeper. In this episode, Andrew, the CEO of Sync Up Bookkeeping, joins host John Ray to share how he helps business owners go far beyond balancing books. With experience across multiple industries and four businesses of his own, Andrew uses financial data as a springboard for smarter pricing, stronger margins, and better decisions. He explains why so many business owners bleed cash without realizing it and how understanding your numbers can shift everything.

From rescuing a brewery with unrealistic sales goals to helping a business secure $50,000 in working capital in a single afternoon, Andrew shares real stories of transformation. If your business feels stuck or your finances are murky, this episode will show how the right kind of bookkeeping can be a powerful growth lever.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and is recorded inside Renasant Bank in Alpharetta.

Key Takeaways from this Episode

Why many small business owners mistakenly operate on gut instinct instead of numbers
The dangers of managing your business by checking account balance or credit card limit
How poor pricing leads to razor-thin margins and financial stress
The hidden power of accurate books for tax compliance, deductions, and smarter decisions
Real-world examples of how Sync Up helps clients increase profit and secure capital
How proprietary software gives clients a 50,000-foot view of their business
Why Andrew calls himself a bookkeeper but acts like a business advisor

Topics Discussed in this Episode

00:00 Introduction and Welcome
00:35 Meet Andrew Clarke, CEO of Sync Up Bookkeeping
02:31 Andrew Clarke’s Journey to Sync Up Bookkeeping
05:20 The Importance of Bookkeeping for Small Businesses
07:00 Common Financial Mistakes and How to Avoid Them
15:12 Sync Up Bookkeeping’s Unique Approach
23:44 Success Stories and Client Testimonials
26:01 Contact Information and Closing Remarks
26:46 Sponsor Messages and Final Thanks

Andrew Clarke, CEO, Sync Up Bookkeeping

Andrew is a casual, fun, nature-loving guy with a passion for numbers and business. With over 45 years of experience working in a multitude of industries, including mortgage banking, aerospace manufacturing, software development, construction project management, food service, and health & wellness, he is ready to help you with your bookkeeping needs.

Andrew has been an advanced user of QuickBooks/Intuit products for more than 30 years! He is adept and extremely knowledgeable about the inner workings of QuickBooks and how it can serve you best in your business.

When he’s not crunching numbers, developing software applications, designing spreadsheets, or using QuickBooks, he loves spending time with his family in the great outdoors. A full-time RVer, traveling the country with his wife, Sheri, and their four-legged fur-child, Loki, Andrew has enjoyed a vast and varied personal and professional life. He has always had an affinity for understanding business from a financial purview by measuring performance through the use of custom-designed financial reporting tools, which he often designs and develops himself.

After a brief two-year retirement period, inspired by his wife, Sheri, he decided to help others in business by providing bookkeeping and consulting services that give them a clear understanding of their financial status. He still enjoys developing custom software from time to time, but right now he wants to focus on helping other small business owners build their businesses by providing them their financial standings in an easy-to-understand format.

Andrew looks forward to establishing a long-lasting relationship by assisting you with your company’s bookkeeping needs.

Sync Up Bookkeeping

Sync Up Bookkeeping is a forward-thinking, cloud-based bookkeeping firm that specializes in helping small businesses maintain accurate and organized financial records. By utilizing cutting-edge accounting software and automation tools, the company delivers real-time financial insights and eliminates the hassle of managing day-to-day bookkeeping tasks. Sync Up Bookkeeping is committed to providing efficient, reliable, and tech-driven solutions that empower business owners to make informed decisions and stay focused on their core operations.

With a personalized and proactive approach, Sync Up Bookkeeping offers a comprehensive range of services, including bank reconciliation, expense tracking, financial reporting, and payroll support. The firm tailors its services to fit the unique needs of each client, ensuring compliance and financial clarity at every step. Known for its dependability and attention to detail, Sync Up Bookkeeping serves as a trusted partner in helping businesses achieve long-term financial stability and growth.

Website | LinkedIn

Renasant Bank supports North Fulton Business Radio

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Beyond Computer Solutions supports North Fulton Business Radio

If you’re a law firm, medical practice, or manufacturer, there’s one headline you don’t want to make: “Local Business Pays Thousands in Ransom After Cyberattack.” That’s where Beyond Computer Solutions comes in. They help organizations like yours stay out of the news and in business with managed IT and cybersecurity services designed for industries where compliance and reputation matter most.

Whether they serve as your complete IT department or simply support your internal team, they are well-versed in HIPAA, secure document access, written security policies, and other essential aspects that ensure your safety and well-being. Best of all, it starts with a complimentary security assessment.

Website | LinkedIn | Facebook | YouTube

About North Fulton Business Radio and host John Ray

With over 880 episodes and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates businesses by sharing positive stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of North Fulton Business Radio, and Owner, Ray Business Advisors — **John Ray, host of *North Fulton Business Radio* and Owner, Ray Business Advisors**

John Ray is the host of North Fulton Business Radio. John and the team at North Fulton Business Radio, LLC, an affiliate of Business RadioX®, produce the show, and it is recorded inside Renasant Bank in Alpharetta.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants, bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Business Mastery Through Bookkeeping, with Jason Wong, FinCay LLC

July 19, 2024 by John Ray

North Fulton Business Radio

Business Mastery Through Bookkeeping, with Jason Wong, FinCay LLC

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Business Mastery Through Bookkeeping, with Jason Wong, FinCay LLC (North Fulton Business Radio, Episode 786)

In this episode of North Fulton Business Radio, host John Ray interviews Jason Wong, the owner of FinCay LLC, a firm specializing in bookkeeping and tax services for small businesses. Jason discusses the importance of meticulous bookkeeping, the challenges small businesses face, particularly in the restaurant and contracting industries, and how his firm utilizes technology like QuickBooks Online to streamline financial management. He also shares personal success stories and addresses the critical role of tax planning. The episode underscores the significant ROI of professional accounting services and offers insights into mitigating common small business financial pitfalls.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Jason Wong, FinCay LLC

Jason Wong is the visionary founder and leader of FinCay LLC, established in 2019.

He earned his MBA in Business Management from Nova Southeastern University before moving to the Cayman Islands. There, Jason amassed extensive professional experience in hedge funds, private equity funds, compliance, and various system integration projects.

After gaining substantial expertise in the financial sector, Jason Wong and his business partner decided to establish their own accounting and bookkeeping company, FinCay Inc. In 2017, Jason returned to the United States with the goal of expanding the FinCay brand to successfully meet the needs of the U.S. market. He maintained existing services while transforming FinCay LLC into a certified tax firm, achieving QuickBooks ProAdvisor certification, and registering as a government contractor.

Currently, Jason is working towards completing his CPA exams, with the aim of elevating FinCay LLC to the status of a certified accounting firm.

Website | LinkedIn | Instagram | Facebook | Jason’s LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:23 Meet Jason Wong of FinCay LLC
02:10 Jason’s Journey to Accounting
03:42 Helping Small Businesses Succeed
05:58 Technology in Bookkeeping
11:03 Challenges Faced by Contractors
15:08 Tax Planning Insights
23:01 Success Stories and Client Experiences
25:21 Contact Information and Closing Remarks

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Casa Nuova is a proud family-owned and operated restaurant, serving classic, authentic and traditional Italian cuisine and top tier hospitality since 1998.

Casa Nuova is a cook-to-order kitchen, serving traditional fare including pasta, chicken, seafood, veal, vegetarian and gluten-free options, plus daily specials. They are a farm-to-table establishment, meaning that in the summertime, they cultivate their own vegetables in their garden, steps away from the restaurant, including tomatoes, corn, peppers, zucchini, sunflowers and more!

Celebrating more than 25 years, Casa Nuova has become a true staple in the Alpharetta area, serving more than three generations of families, including friends old and new, visiting near and far from all over the metro Atlanta area and beyond.

Website | LinkedIn | Facebook | Instagram

About North Fulton Business Radio and host John Ray

With over 770 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors — **John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors**

John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Harnassing the Power of Expert Bookkeeping, with Duff Tucker, BELAY Solutions

July 17, 2024 by John Ray

North Fulton Business Radio

Harnassing the Power of Expert Bookkeeping, with Duff Tucker, BELAY Solutions

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Harnassing the Power of Expert Bookkeeping, with Duff Tucker, BELAY Solutions (North Fulton Business Radio, Episode 782)

In this episode of North Fulton Business Radio, host John Ray sits down with Duff Tucker from BELAY Solutions. Duff explains how BELAY helps businesses by providing accounting and bookkeeping services. He highlights the journey of his career, the company’s approach to supporting business owners, and the importance of utilizing expert accounting services to save time and money. Duff also shares valuable insights and success stories that underline the benefits of outsourcing crucial accounting functions.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Duff Tucker, BELAY Solutions

With more than 20 years of experience in business development, strategic partnerships, and client support; Duff Tucker has a passion for partnerships and expertise in identifying how to best serve the needs of many different organizational types and models. His goal is to provide his clients with breathing room that enables them to focus less time on the details in their business and more time on the purpose.

BELAY Solutions is a remote staffing company that provides virtual assistance, bookkeeping, and other administrative support services to businesses and entrepreneurs. Founded in 2010, BELAY operates with a fully remote workforce spread across 48 states in the U.S., challenging traditional office-based work models.

The company’s mission is to equip clients with the confidence to grow their businesses by providing high-quality remote support staff. BELAY emphasizes a strong company culture built on shared values rather than shared physical space. They pride themselves on fostering a vibrant remote work environment that prioritizes gratitude, teamwork, vision, passion, fun, and faith. BELAY has gained recognition for its unique culture, winning awards from prominent national publications despite not having a centralized office.

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:26 Meet Duff Tucker from BELAY Solutions
01:49 Understanding BELAY Solutions’ Services
04:21 Duff Tucker’s Career Journey
08:18 Why Choose BELAY for Accounting Services
10:58 The Importance of Bookkeeping and Financial Management
26:40 Success Stories and Client Experiences
28:51 Closing Remarks and Additional Information

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Casa Nuova is a proud family-owned and operated restaurant, serving classic, authentic and traditional Italian cuisine and top tier hospitality since 1998.

Website | LinkedIn | Facebook | Instagram

About North Fulton Business Radio and host John Ray

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Effectiveness and Efficiency Help Everything E44

May 16, 2023 by Karen

Phoenix Business Radio

Effectiveness and Efficiency Help Everything E44

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Effectiveness and Efficiency Help Everything E44

On this episode of Collaborative Connections Radio Show and Podcast, we covered everything from capital and grants for small businesses, food insecurity and other social service needs, strategic implementation, the importance of efficiency and effectiveness for non-profits and businesses, and more.

Host, Kelly Lorenzen, was on-air with special guests Albert Loveland, CEO of Strabo; Deborah Arteaga, CEO at Tempe Community Action Agency, Inc. and Stephanie Hastings, CEO of Tax Day Baby.

They all shared so many wise words, great tips, and insights for businesses and organizations, that it is well worth listening to.

Thank you, KLM, for sponsoring the show.

Strabo helps clients in the areas of strategic implementation, capacity building, and effective performance conversations. This is primarily done through working with clients as a fractional chief of staff, helping clients evolve from change to the new normal.

Al Loveland spent 15 years in the Credit Card industry, managing groups of over 100 lenders and leading an inventory management group in charge of allocating resources for over 500 analysts.

After leaving the corporate world, he has been a consultant, coach, and facilitator in the small business and nonprofit sectors. Through this experience, he founded Strabo with an understanding that an organization’s strategic plan is only as good as its ability to achieve it.

His mission is to partner with clients to help them develop people, create effective positions, and streamline procedures to drive desired performance.

Connect with Al on LinkedIn.

Tax Day Baby is the resource to bridge the gap between survive to thrive. Oftentimes for new entrepreneurs or those around 5 years in business, the struggle with building business credit, getting capital, and managing their books…can be a heavy weight on their minds.

We’re able to provide accounting support, education, implementation, and accountability to get your business growth goals in alignment with your revenue and cashflow.

We’re the “Dollar Doctors” for your bottom line, mapping out a clear plan for you to regain peace of mind and passionately play full-out. – Tax Day Baby, all things accounting…and more!

Stephanie Hastings is an accountant, financial consultant, professional speaker, author, trainer, wife, and mother. With more than 19+ years in various Executive Administrative roles, she struck out on her own to make a positive ripple effect by supporting individuals and small business owners with their finances and entrepreneurial dreams.

Stephanie’s business and financial expertise, along with her background in Hotel/Restaurant Management (HRM), has allowed her to humanize the numbers and relate to her audience and clients.

Stephanie’s a notary, a wedding officiant, and served on Northern Arizona University (NAU) Alumni Board. Through her various personal trials and triumphs, Stephanie has been able to hone her skills and gifts to grow a community of resources and affiliates. She knows how valuable it is to have a solid network that you can refer to and rely on. She is always learning and striving to do her best.

Connect with Stephanie on LinkedIn and Facebook.

Tempe Community Action Agency is Tempe’s largest non profit social services agency. TCAA was established in 1966 and since then, has remained true to its core purpose to eliminate poverty and advance equitable communities. TCAA operates 8 unique programs.

These programs drive positive change in the areas of food security, housing stability, health and well-being, and economic empowerment among the more than 30,000 individuals served each year in communities across the East Valley.

Deborah Arteaga joined Tempe Community Action Agency as Chief Executive Officer in 2016. She has dedicated a 30-year career to bettering lives for individuals and improving community well-being through leadership positions within corporate, nonprofit, and public-sector human service organizations.

In prior roles Deborah led programs that moved welfare recipients to work, helped women transition from prison, fostered senior independence, empowered domestic violence survivors, helped bring an end to homelessness, strengthened families, and fed the hungry.

She also launched a business which brought capacity building and successful proposal writing services over 8 years to organizations within and outside of Arizona. Influenced by her Hispanic heritage, Deborah works to promote inclusiveness and access for people from backgrounds of disadvantage and across all walks of life.

When not roughing it with her four children ages 17-31 years and her 3-year-old granddaughter, Deborah can be found painting, traveling, writing, or gardening.

Follow TempeCommunity Action Agency on LinkedIn, Facebook and Instagram.

About Collaborative Connections

The purpose of Collaborative Connections Radio Show and Podcast is to build a connected community, one collaborative show at a time. We highlight local non-profits, associations, small and family-owned businesses.

By bringing 4 like-minded people together for an hour of in-depth conversation, our hope is that they connect and collaborate in life and business in the future.

About Our Sponsor

KLM is a business development firm helping entrepreneurs, small and family-owned businesses start, grow and scale through consulting, marketing and project management. Combining those three things has been a trifecta, or triple advantage to business owners.

Entrepreneurs & small business owners come to KLM for support in all areas of business. If you need to duplicate yourself in any area of your business, we can help. If we don’t do exactly what you need, we know someone who can.

Business owners can continue to do what they love while having the support they need when they need it, with the help of KLM. We help you figure out what needs to get done AND DO IT FOR YOU!

About Your Host

Kelly Lorenzen, CEO of KLM, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM on Facebook, Instagram and YouTube.

Woman-Owned E40

January 27, 2023 by Karen

Phoenix Business Radio

Woman-Owned E40

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Woman-Owned E40

Are you a female business owner or is your business partner a woman? Have you ever considered getting certified as a woman-owned business? Do you work with your spouse and wonder how others manage their family-owned business?

If you answered yes, then check out this episode of Collaborative Connections Radio Show and Podcast. Dr. Pamela Williamson with WBEC West, Brandi Byers, co-owner of Arizona Automotive Equipment, and Lauri Erickson, Founder of The Project Pros shared stories, lessons learned, and more with host, Kelly Lorenzen.

They talked about everything from the journey to entrepreneurship to communication and connection, mixing family with business to how to obtain woman-owned certifications, and more.

Intrigued? Then check out this podcast episode sponsored by KLM Consulting, Marketing and Management.

WBEC-West’s mission is to increase economic vitality in the communities we serve by advocating for procurement opportunities for Women Business Enterprise.
Delivering innovative educational programs and providing trusted and relevant certification programs.

Dr. Pamela Williamson is the President and CEO of The Women’s Business Enterprise Council West. She works with Women Business Enterprises (WBEs) connecting them to opportunities with corporate America and each other through targeted networking, education, and certification.

She believes that she can contribute to the movement towards financial parity between women-owned businesses and their male counterparts by creating programs to enhance the growth and development of women entrepreneurs with the goal of building up successful women-owned businesses and a vibrant WBE ecosystem.

During her tenure at WBEC-West, the organization has launched multiple educational programs and has made almost one hundred thousand connections between WBEs and corporate America. Pamela holds a Doctorate in Business Administration, a Master’s degree in Organization Management, and bachelor’s degrees in both Psychology and Social Work.

She currently sits on the Women on Boards Advisory Committee, The Arizona Better Business Bureau. And, also serves as a Global Diversity & Inclusion Benchmarks Expert Panelist for The Centre for Global Inclusion.

Follow WBEC-West on LinkedIn, Facebook and Twitter.

Project Pros was inspired by one simple yet profound thought… What are the missing pieces holding small businesses back? The answer we came up with was skilled, reliable assistance. Hence, we constructed a dynamic team that our clients could benefit from while keeping overhead low.

In 2015, Lauri identified that there is a need in small businesses for extra administrative labor, without the time and expense of hiring an employee, onboarding them, and then once on payroll, having to manage them. They started The Project Pros as a team of talented administrative assistants that could accomplish the tasks and jobs needed to support their small business customers.

The Project Pros services include answering phones and scheduling appointments, bookkeeping, email management, HR administration, producing and filing title transfer documents, mobile notary, and much more. Whether a company needs 5 hours a month or 40 hours per week, Lauri and the team would like to talk about how they can support you and your company.

Lauri Erickson’s inspiration and experience in various companies and positions gave her the executive-level expertise to understand where and how help was needed in business and led her to create, The Project Pros. Her background in human resources, bookkeeping, customer service, and sales gave her the insight to really understand what small businesses need.

Lauri’s success, is also in part, due to her 5 years of running a non-profit, which gave her other valuable perspectives that she can bring in support of her customers.

Lauri’s intention is to help build and grow small businesses. She does this by aligning herself with a team of like minded, highly talented, forward thinking, energetic, and supportive people who love what they do and our customers can sense it.

Work-life balance has always been a very important value to Lauri. She likes to spend time with her husband Todd, daughter Taylor, and their two rescue dogs, Sassy and Little Boy. Watching Taylor play sand volleyball, traveling, and doing projects around the house keeps Lauri well balanced.

Connect with Lauri on LinkedIn and follow The Project Pros on Facebook and Instagram.

Arizona Automotive Equipment, LLC, also known as Mohawk Automotive Lifts Southwest, started in 2004 by Mike and Karen Green. Their goal was to provide annual lift safety inspections and supply detailed inspection reports for customers to stay OSHA-compliant. After careful consideration, they decided to retire in 2021 and spend more time up north.

Enter, Jason and Brandi Byers, a husband and wife team committed to carrying on and improving upon the legacy created by Mike and Karen. Always encouraged to take risks and embrace opportunities by their families, Brandi and Jason tackled the opportunity to take ownership in January 2021.

“Our Mission is simple,” says Brandi. “We strive to be our customer’s trusted company in the automotive lift and equipment industry.”

Brandi Byers had an interesting career being a high school business teacher, Project Manager, and Consultant. She has vivid childhood memories playing business owner in her parents basement.

Growing up, she was always curious about the entrepreneurs she admired in her family – her father and both her grandfathers.

Follow Arizona Automotive Equipment, LLC on Instagram.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business.

She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM is a one-stop support shop for small business owners who are starting, growing, or trying to sustain. Our purpose is to foster the growth and prosperity of small businesses in our community.

Entrepreneurs & small business owners come to KLM for support in all areas of business. KLM clients think of us as a concierge, business snuggy, another arm, or duplicate for the business owner; They call us when they need us. Business owners can continue to do what they love while having the support they need when they need it.

About Your Host

Kelly Lorenzen, CEO of KLM, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

The Future of Finance with Eric Skaff and Suzy Greenwood E24

February 16, 2021 by Karen

Phoenix Business Radio

The Future of Finance with Eric Skaff and Suzy Greenwood E24

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The Future of Finance with Eric Skaff and Suzy Greenwood E24

On this Episode of the Future of Work we are joined by Eric Skaff, Managing Partner and Suzy Greenwood, Business Manager of Arizona Tax Advisors. We learn more about their entrepreneurial journey and how they strive to make the accounting and tax business more than just policies and endless documents. Arizona Tax Advisors takes pride in learning about each of their customers so they can provide the best advice and support for business owners.

If you are a business owner who is confused or overwhelmed by all of the changes in the tax code this year, you won’t want to miss this episode! Suzy and Eric walk us through some of changes and point out key things to think about. We also get Eric’s opinion on Crypto currency and accepting it as a form of payment. This episode is packed full of useful information for any business owner.

At Arizona Tax Advisors, clients always come first. They are a locally owned and operated accounting firm specializing in Small Business and Individual accounting, tax and bookkeeping services. Because every individual and every business is unique, they take the time to listen and learn about your situation. This personalized approach ensures the best possible results.

Initial consultations are always complimentary. They also review any prior year returns, prior year QuickBooks files, or financial statements upon request. From start-ups to established enterprises, their client relationships are built on trust. They aren’t just accounting and bookkeeping, they take pride in educating clients, watching them grow and succeed.

Eric Skaff is the Managing Partner of Arizona Tax Advisors. He has been serving as an accounting and finance professional for over ten years. After graduating from the University of Nebraska, Eric moved to Phoenix, where he worked for a small public accounting firm. From there he relocated to Boston and spent several years as an accounting professional for a large international public accounting firm. Back in the Phoenix area again, Eric’s work is focused on his clients.

Through the years Eric has developed a solid network of resources in accounting, tax, and finance. This broadens his knowledge base and gives him access to other accounting and finance professionals.

He has specialized in small business solutions in both accounting and business analysis. He understands the complexities of starting and maintaining business in an ever-changing economy. Eric also has a full understanding of accounting, and has set up and maintained the books for many different clients. He includes training as part of his service so that business owners and operators have a full understanding of their operation. He has experience in preparing and filing tax returns for businesses and individuals, as well as sales tax returns, and quarterly and annual payroll returns.

Suzy Greenwood has over 30 years of business and management experience. Her career has been focused on customer service including creative problem-solving, training, daily operations and financial management.

Suzy served as the Chair for the Ambassador Committee, Tempe Chamber of Commerce; Chair for the Women In Business Council, Tempe Chamber of Commerce; serves on the Tempe Chamber of Commerce Board of Directors and is a member of the Tempe YMCA Advisory Board.

She was awarded the 2019 Volunteer of the Year Award from the Tempe Chamber of Commerce. Additionally, she has organized, facilitated and/or spoken at many seminars and workshops for Small Business Owners and Managers.

Follow Arizona Tax Advisors on LinkedIn, Facebook and Twitter.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

With a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6. Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space. The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses. Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC⁶ offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours. Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.