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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.

Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services

August 14, 2023 by John Ray

North Fulton Business Radio

Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services

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North Fulton Business Radio, Episode 692)

Greg Silberman, Managing Director of S.J. Gorowitz Accounting & Tax Services, joined host John Ray to talk about his company’s unique approach to business consultancy, their ability to offer consolidated tax strategy, filing, and CFO services, renewable energy tax credits, some estate planning tips, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

S.J. Gorowitz Accounting & Tax Services

S.J. Gorowitz Accounting & Tax Services is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust, and estate services. They work one-on-one with clients to produce accurate financials, minimize taxes and ensure compliance. Their tailored accounting solutions and financially focused business consulting spans industries including manufacturing, professional services, real estate and technology.

The company is guided by the highest standards of integrity, authority, and commitment to client service excellence. Clients trust them for reliable knowledge that considers industry nuances, the economic climate, and their unique business goals.

Website | LinkedIn | Facebook

**Gregory Silberman, Managing Director, S.J. Gorowitz Accounting & Tax Services**

A seasoned Certified Public Accountant with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A, Gregory Silberman leverages his international expertise in the exclusive service of high-net-worth individuals and growing small businesses. He brings more than 20 years of global financial experience in Europe, Asia, and North America to the position.

Silberman developed an overarching commitment to quality service during his diversified career which included stints in public accounting at Grant Thornton (Johannesburg, SA); derivative accounting for JPMorgan Chase & Company (London, UK); and management consulting with Atlanta Gas Light and NASCO (Atlanta, Ga, USA).

Nearly a decade ago, he established CJ Tag LLC to provide complex accounting, tax, and business services to high-net-worth individuals. Additionally, the firm offered fractional CFO services and investment guidance to corporate clients in a wide range of industries and markets.

Previously Silberman was the Chief Investment Officer at ACG Investment Management. He was responsible for managing the firm’s private equity, hedge fund and real assets investment portfolio.

Prior to joining ACG Investment Management, Greg served as Director of Alternative Investments at Wilmington Trust. He was responsible for managing more than $2 billion in private equity, hedge fund, and real estate assets, and was instrumental in the launch of a successful alternative mutual fund. Silberman also managed more than $80 billion as a member of the research team. He was a portfolio manager, analyst, and product developer for Perpetual Investments in Sydney and JP Morgan Chase in London with a focus on structured derivative products.

Silberman earned a Bachelor of Accounting from the University of Witwatersrand and subsequently passed the South African Accountant’s and Auditor’s Board Exam, the Australian Chartered Accountant’s Exam and the Uniform CPA Examination. In addition, Silberman is a Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA®).

When not spending time with his three daughters, Greg follows UFC and is always ready to cheer for the Springboks Rugby team.

Affiliations and Associations:
American Institute of Certified Public Accountants
Georgia Society of CPAs
Chartered Alternative Investment Analyst Institute
CFA Institute and CFA Society of Atlanta
Kaplan Schweser, CFA review course
South African Institute of Chartered Accountants

Boards/Committees:
Jewish Federation of Greater Atlanta, Investment Committee (former chairman)
Solomon Schechter Epstein School, Investment and Finance Committee (former member)
Ariel Synagogue (former treasurer)

Questions and Topics in this Interview:

Services Provided

What services does SJG offer? How do you cater to the needs of your clients?
How does your firm help clients navigate through the complexities of tax preparation and planning?
Beyond tax-related services, what other financial areas does your CPA firm specialize in? Could you elaborate on financial consulting or advisory services you provide?
As technology advances, how has your firm embraced digital solutions for services like bookkeeping and financial reporting?

Inflation Reduction Act of 2022

Could you give our listeners a clear picture of what renewable energy entails and why it’s gaining so much attention?
How do these incentives work, and what benefits do businesses stand to gain?
- The Inflation Reduction Act of 2022 offers tax incentives for businesses to adopt renewable energy.
Could you share examples of how different businesses are integrating renewable energy into their operations?
Beyond the financial incentives, how does embracing renewable energy contribute to environmental sustainability?
While the incentives are promising, are there any challenges businesses might face when transitioning to renewable energy?
What advice would you give to businesses that are considering adopting renewable energy but are unsure where to start?

Estate Planning

Can you explain the concept of portability and how it can be utilized in estate planning?
Could you elaborate on the increase in the lifetime gift and estate tax exemption for 2023?
Could you explain the concept of the annual gift tax exclusion and what it means for taxpayers?
What happens if someone decides to gift more than the annual exclusion amount to an individual recipient?

North Fulton Business Radio is hosted by John Ray and broadcast 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, Stitcher, TuneIn, and others.

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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Chris Smith, CB Smith & Associates

November 8, 2022 by John Ray

North Fulton Business Radio

Chris Smith, CB Smith & Associates

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Chris Smith, CB Smith & Associates (North Fulton Business Radio, Episode 560)

Chris Smith made a return visit to the North Fulton Business Radio studio to discuss recent tax law changes business owners should be aware of, including an important change of pass-through entity elections which Georgia-based businesses can make for the 2022 tax year. Chris also chatted with host John Ray on his firm’s growth, the talent acquisition challenge which all accounting firms face today, what clients should look for if they’re thinking about selecting a new CPA, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

CB Smith & Associates

CB Smith & Associates is a Georgia-based business advisory and CPA firm that delivers big-firm expertise and acumen with small-town thoughtfulness and warmth.

They help bring to light the stories that numbers tell — about the health of your business, the soundness of your financial or tax plan, and the options that can lead you to a path of success. They believe that awareness makes opportunity visible.

As trusted advisors, they have a partnership philosophy that is designed to help you better understand your financial outlook. Whether you have a small or midsize business or you need to enhance your personal financial strategy, the team at CB Smith & Associates is committed to providing you with responsive accounting consultation and business guidance that moves you closer to your goals.

Their mission is to be a strategic partner in the preservation and enhancement of your wealth. They listen first, take a personal interest in your goals and aspirations, understand your obstacles and challenges, and present and implement valuable solutions with integrity, quality of service, and professional expertise.

Company website | LinkedIn | Facebook | Twitter

Chris Smith, CPA, CGMA, Founder and Partner, CB Smith & Associates

With 30 years of financial experience, Chris Smith is passionate about his work. Since founding CB Smith & Associates in 2003, he has led the accounting firm’s growth from one to three office locations in Georgia. It now has 21 employees, including a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll and human resources outsourcing firm. Prior to starting his own firm, Chris was a corporate controller.

He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business and is active in local community groups such as the Rotary Club and numerous CPA groups.

Questions and Topics in the Interview

Tell us about CB Smith & Associates
Where are your offices?
As a public accounting and business advisory firm, what do you do for businesses and individuals?
What are some tax Law changes in Georgia that individuals and businesses need to know?
Last year, the Georgia Governor signed House Bill 149 into law (resulting in Rule 560-7-3-.03 being adopted). Explain the law to us and tell us more about pass-through entity elections and what business owners need to know.
What should companies know about the new lease accounting standards?
Why is it important for a business owner to have a CPA (or team of CPAs) on their team?
Are you currently hiring/recruiting?

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to 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.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Chris Smith, CB Smith & Associates

October 22, 2021 by John Ray

North Fulton Business Radio

Chris Smith, CB Smith & Associates

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Chris Smith, CB Smith & Associates (North Fulton Business Radio, Episode 401)

Chris Smith joined host John Ray to discuss his career journey, why he started CB Smith & Associates, and how his people-first, team-oriented approach has led to both superior results for clients and an ability to attract and retain top-notch professionals to the firm. Chris also addressed why it’s vital that business owners have a CPA who can help them with year-round issues beyond the tax return, including business process automation and succession planning. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Chris Smith, CPA, CGMA, Founder and Partner, CB Smith & Associates

With 30 years of financial experience, Chris Smith is passionate about his work. Since founding CB Smith & Associates in 2003, he has led the accounting firm’s growth from one to three office locations in Georgia. It now has nearly 35 employees, including a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll, and human resources outsourcing firm.

Prior to starting his own firm, Chris was a corporate controller. He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business, and is active in local community groups such as the Rotary Club and numerous CPA groups.

Questions and Topics Discussed in this Episode

Tell us about what you do for businesses at CB Smith & Associates
Accounting is more than just doing taxes, what types of special business packages do you offer businesses?
Succession Planning is an important part of business. How do you advise on this?
Your team loves to help with Business Process Automation. Explain what this is and why important.
Pending tax law changes

North Fulton Business Radio is hosted by John Ray, and broadcast 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, Stitcher, TuneIn, and others.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Breakthrough Strategies for Business Owners, with Jason Neu, Dichi Performance Group/ActionCOACH

September 30, 2020 by John Ray

North Fulton Business Radio

Breakthrough Strategies for Business Owners, with Jason Neu, Dichi Performance Group/ActionCOACH

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Breakthrough Strategies for Business Owners, with Jason Neu, Dichi Performance Group/ActionCOACH (North Fulton Business Radio, Episode 292)

Jason Neu grew up in a family of entrepreneurs, so his passion for business owners is authentic. He joins host John Ray to discuss how he helps business owners retool their marketing, get a larger share of customer wallet, and take other steps which improve their bottom line. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Jason Neu, CEO, Dichi Performance Group, an ActionCOACH affiliate

Jason is a certified business coach and owner of Dichi Performance Group, an ActionCOACH affiliate. He helps driven and energetic business owners and leaders increase their profits and their operating efficiencies.

As a coach and advisor, Jason helps clients achieve more using proven tools, methodologies and systems, tested and perfected over tens of thousands of businesses worldwide over the past three decades.

ActionCOACH is a business coaching company. They work with businesses and individuals, from start-ups through to executives. Their coaching programs are designed to identify client’s challenges and to apply practical and results-driven solutions.

ActionCOACH has been helping people and businesses to work through these kinds of issues for over 15 years. The knowledge and systems developed over that time have brought significant improvements to hundreds of thousands of businesses around the world.

Company website

Twitter

Instagram

Questions/Topics Discussed in this Show

For the business that’s listening and is ready for the next phase of growth or maybe a business that’s listening and needs a lifeline, where is the ONE area they should be focusing their time, energy and attention too right now?
How would you approach the business owner that would make the claim that they’ve tried just about every marketing platform and most don’t work?
Where do you find the biggest opportunity for business owners in today’s economic condition?
For those who are not quite sure what a business coach does or potentially trying to understand how one could help them, what would you say to them?
What keeps you going in this line of work?

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® 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, iHeart Radio, Stitcher, TuneIn, and others.

How Sync Up Bookkeeping Helps Businesses Grow