Karen Bershad Archives - Business RadioX ®

Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor

April 15, 2024 by John Ray

Family Business Radio

Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor

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Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor (Family Business Radio, Episode 56)

Anthony Chen, the host of Family Business Radio, offers two guests in this episode who focus on the journeys and tactics of family businesses and real estate investors. Guest Alissa Bickar, known as “The Consultress,” shares her family-rooted background in business and real estate, emphasizing the importance of personal passion in entrepreneurship and the diverse options in real estate investment beyond common perceptions. The discussion delves into the significance of understanding one’s goals, risk tolerance, and leveraging professional relationships for success in real estate. Karen Bershad, The Small Business Advisor, provides insights into managing finances for success in real estate, highlighting the value of strategic planning, cash flow management, and the concept of becoming one’s own bank to achieve financial goals. Both guests share personal definitions of success and valuable business advice, offering listeners practical strategies for achieving their entrepreneurial and investment ambitions.

Anthony closed the show with a commentary on how to define a life fully lived.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Alissa Bickar, The Consultress

Alissa Bickar is a diagnostic consultant and coach who uses business acumen and laser-sharp intuition to assess, diagnose, and develop solutions so that businesses can truly work smarter, not harder.

She uses her natural creative talents to create innovative solutions for growing businesses to become more effective, efficient and sustainable. With 20+ years of experience in business ranging from family-owned to corporate, Alissa has gleaned wisdom from every level of organization. In her own consultancy, she has successfully trained entrepreneurs and founders to see business in a more collaborative fashion and deliver extraordinary experiences at every level of the organization.

She has a passion for innovation and out-of-the-box methodologies so that her clients can become unforgettably distinct in the marketplace, and so that business development becomes effortless: returning more results in less time.

Website | LinkedIn | Facebook | Instagram

Karen Bershad, The Small Business Advisor

The Small Business Advisor is your business cash flow and advisory bookkeeping expert. The SBA empowers small business owners with cash flow analysis and expert bookkeeping for profitable financial management. They use specialized tools, analysis, insight and systematic systems to guide their clients to reach their goals. The SBA has worked with varied industries but has had a market niche in the real estate investor industry for many years.

The Small Business Advisor is a 28-year-old Certified Profit First advisory and bookkeeping firm. The landscape of the accounting industry is quickly changing, and their firm has been changing with the times very purposefully over the last 6 years.

Entrepreneurs are becoming savvier and want to be better at running their businesses while also understanding the numbers. They want to understand why the income statement tells them they had a $30,000 profit this month, but the bank only has $1000. “Where’s the Money?”

While taking another advisory course, Karen was introduced to Profit First. She was immediately drawn into the program and knew this was the next step to creating the value her clients needed and the tools to show them where the money is (or went) using the “cash management system” that she was looking for.

Today, The Small Business Advisor has the tools and knowledge to share with their clients and provides a service most CPAs, bookkeepers, and coaches don’t provide. They are different because we are not just number crunchers; we are in the trenches with the client to show/teach them that they don’t come last in their businesses, but they come “first” because they took the risk, the frustrations, and the sleepless nights.

Website | Facebook | Twitter | LinkedIn | Karen’s LinkedIn

Topics Discussed in this Episode

00:00 Welcome to Family Business Radio: Showcasing Family Businesses
00:39 The Consultress: Alissa Bickar’s Journey into Business and Real Estate
02:44 Diving Deep into Real Estate Investment Strategies with Alissa Bickar
23:54 Karen Bershad: The Small Business Advisor on Financial Management
43:35 Defining Success and Valuable Business Advice
47:55 Anthony’s Financial Take: Defining Success and a Life Fully Lived

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of RAA. 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.

The complete show archive of Family Business Radio can be found by following this link.

Karen Bershad, The Small Business Advisor

May 23, 2023 by John Ray

North Fulton Business Radio

Karen Bershad, The Small Business Advisor

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North Fulton Business Radio, Episode 665)

Karen Bershad, President of The Small Business Advisor, joined host John Ray on this episode of North Fulton Business Radio. She talked about her work as a Certified Profit First Professional, how she turns bookkeeping into a cash management tool both for owners to get paid first and to manage cash flow more effectively, how her clients benefit from a Profit Assessment, and much more.

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

Karen Bershad, President, The Small Business Advisor

The Small Business Advisor is a 27-year-old Certified Profit First advisory and bookkeeping firm. The landscape of the accounting industry is quickly changing, and their firm has been changing with the times very purposely over the last 5 years.

Entrepreneurs are becoming savvier and want to be better at running their businesses but also understanding the numbers. They want to understand why the income statement tells them they had a $30,000 profit this month, but the bank only has $1000. “Where’s the Money?”

While taking another Advisory course Karen was introduced to Profit First. She was immediately drawn into the program and knew this was the next step to create the value her clients needed and the tools to show them where the money is (or went) using the “cash management system” that she was looking for.

Today, The Small Business Advisor has the tools and the knowledge to share with their clients and provides a service most CPAs, bookkeepers, and coaches don’t provide. They are different because we are not just number crunchers, are in the trenches with the client to show/teach them that they don’t come last in their businesses, but they come “first” because they took the risk, the frustrations, and the sleepless nights.

Website | Facebook | Twitter | LinkedIn | Karen’s LinkedIn

Questions and Topics in this Interview:

How do you work with clients?
What is a Profit Assessment and why use it?
What are CAPs and TAPs?
Do you have engagement contracts and if so, how long are they?
Once a client is engaged, what kind of schedule is set up?
How do you strategize with clients?
Are these meetings individualized or in a group setting?

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/.

The Small Business Advisor and ActionCOACH Atlanta

October 21, 2014 by angishields

Midtown Business Radio

The Small Business Advisor and ActionCOACH Atlanta

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The Small Business Advisor and ActionCOACH Atlanta

This week I sat down with Karen Bershad, CEO of The Small Business Advisor, and Jeff Smith, Executive Coach for ActionCOACH Atlanta. They talked about the consulting, coaching, and educational solutions they offer to the small- to mid-sized companies in the Atlanta area they offer that have proven to help their respective clients grow both top and bottom line revenues. They are able to achieve these successes by helping the small business owner assess and modify their time management, effectively managing the financial aspects of their business, and focused energy on revenue-generating activities that move their clients’ companies forward.

As Certified Pro-Advisors for QuickBooks, The Small Business Advisor provides installation, training and data management on-site or off-site for small- to mid-sized businesses that utilize the QuickBooks suite of tools to manage their finances. For companies using the installed version of the software, The Small Business Advisors can access their clients’ system and work remotely when needed. This makes it easy for The Small Business Advisors to diagnose problems and fix them quickly. They provide a wide variety of services that are specific to the small business, particularly related to the financial functions/reporting for the small business. The Small Business Advisor is also a client of ActionCOACH Atlanta, utilizing their business and executive coaching services to improve the way they manage and grow their business.

ActionCOACH Atlanta is the place to go to build your successful business or your successful executive business career and take them to the next level. The firm is comprised of a team of full-time, dedicated business and executive coaches who have demonstrated a high level of achievement in their businesses and careers. Each coach goes through a rigorous training process to acquire the proven coaching techniques and methods for helping transfer that knowledge to ActionCOACH Atlanta clients. ActionCOACH Atlanta helps their clients grow and succeed through a combination of educational offerings and regular check-in discussions with their respective coaches. Their approach helps their clients improve their business acumen and execution through accountability to an agree-upon plan of action(s). ActionCOACH Atlanta is committed to the community’s economic health and growth and has a goal of facilitating the creation of over 5000 new jobs in the Atlanta area. To date, their positive results for their clients have added an additional 273 new jobs due to ActionCOACH client growth. ActionCOACH is so confident in the level of ROI their clients get as a result of engaging with them that they offer a guarantee for their clients that they will see a positive ROI in less than 2 quarters, making it hard to say, “No,” to taking advantage of this resource.

Special Guests:

Karen Bershad, CEO/Founder, The Small Business Advisor