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SmartBooks

SmartBooks manages the finance departments for hundreds of small businesses.

Whether you need outsourced bookkeeping, accounting, CFO services, tax, payroll or HR help, SmartBooks has a solution to support your business.

02/24/2026

AI is everywhere, but most businesses still are not using it where it matters most, inside their sales process.

In Episode 56 of the Empowering Healthy Business Podcast, we break down practical ways to start using AI in your sales process without overcomplicating your team.

Midway through the episode, I am joined by Jim Norton, who shares how small and midsize businesses can:

Improve productivity with call summaries and email drafting

Strengthen CRM forecasting with AI insights

Generate smarter leads

Coach sales reps using real data

The key takeaway: start small, build momentum, and keep humans in control.

Listen here: https://www.empoweringhealthybusiness.com/

02/17/2026

Most business owners talk to their CPA once a year… and then wonder why tax season feels stressful.

In the latest Empowering Healthy Business Podcast, Gregory Reed breaks down what your CPA should be telling you (but often doesn’t), including the difference between tax filing and real tax planning.

A few takeaways:

Don’t rely on a single “tax season” conversation

Plan across the full year, not just March/April

Safe-harbor estimates can protect you from penalties, but still tie up cash

Big life or business changes need a quick heads-up to your CPA

If you want fewer surprises and better decisions, this is a good listen.

Listen here: https://www.empoweringhealthybusiness.com/

01/13/2026

Tax season usually feels stressful for one simple reason: most business owners don’t know what their tax bill will be until it’s too late.
In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Gregory Reed, partner in charge of SmartBooks’ Tax Practice, about how to prepare for tax season in a way that avoids surprises.
They discuss:
What to organize early so filing doesn’t drag on
Why clean, closed books matter more than most people realize
Common items business owners forget every year
How proactive check-ins can reduce tax-season anxiety
If you want a smoother, more predictable tax season, this episode is worth your time.
Listen here: https://www.empoweringhealthybusiness.com/

12/23/2025

Choosing the right retirement plan can feel complicated for small business owners, 401(k), SIMPLE IRA, SEP, or cash balance? Each one comes with different tax benefits, contribution limits, and compliance rules.

In the latest Empowering Healthy Business Podcast, Calvin Wilder sits down with Charles Reichelt, a retirement plan consultant, to simplify what business owners really need to know.

They cover:

The pros and cons of 401(k), SIMPLE IRA, and solo 401(k) plans

How to match the right plan to your company size

Tax advantages and credits most owners miss

Practical advice for employee participation and education

If you’ve been putting off reviewing your retirement plan, this episode will help you make a clear, confident decision.

Listen here: https://www.empoweringhealthybusiness.com/

11/18/2025

Most business owners extend credit without really knowing who they’re lending to. That means more bad debt, slower cash flow, and higher fraud risk.

In this episode of the Empowering Healthy Business podcast, I sat down with Brian Suthoff, founder of Truverto, to talk about how small and mid-size B2B companies can finally start getting real value from credit bureaus.

We covered:

Why most SMBs haven’t benefited from credit reporting

How automation now makes it practical to contribute and get insights back

Ways to use bureau data to reduce risk, forecast cash, and spot growth opportunities

If your business offers payment terms, this episode is worth a listen.

Listen here: https://www.empoweringhealthybusiness.com/

11/11/2025

Year-end taxes are coming fast. In our latest episode, Head of Tax Gregory Reed joins us to break down what’s changed and what to do before 12/31.

What we cover:

100% bonus depreciation (when it helps more than §179)

SALT cap moving to $40k and how PTET still fits

R&D expensing fix (amend prior years or expense in 2025/2026)

A niche but huge write-off for new manufacturing buildings (2026–2031 window)

1099 threshold relief (starts after 2025 filings)

Take action: book a short planning session, model PTET vs. SALT, and lock asset timing/documentation now.

Listen here: https://www.empoweringhealthybusiness.com/

11/06/2025

We’re celebrating 50 episodes of the Empowering Healthy Business Podcast.

We’ve shared insights from business owners, financial experts, and industry leaders, all focused on helping small businesses grow stronger and healthier.

Here’s what we’ve covered so far:

Business Growth: Scaling from small business to mid-market and building sustainable systems.

Finance & Tax Strategy: From improving profitability to proactive tax planning and deductions.

Leadership & Operations: Aligning teams, improving processes, and leading with clarity.

Marketing & Sales: Winning clients through referrals, not cold leads — and using data to guide decisions.

Work–Life Balance: Building a business that supports both financial success and personal well-being.

Every episode has one goal — to help business owners make smart, healthy decisions.

Thank you for being part of the journey. Here’s to the next 50 episodes of learning, growing, and empowering healthy businesses together.

Listen here: https://www.empoweringhealthybusiness.com/

11/04/2025

Crypto has created massive opportunities, and massive risks.

While some investors strike gold, others lose everything to scams and platform failures.

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder talks with Jason Costain, a 25-year banking fraud expert, about what business owners really need to know about crypto and modern financial fraud.

Here’s what you’ll learn:

Why most crypto exchanges aren’t as safe as banks
How scams use crypto as a payment method
The rise of AI-driven fraud and deepfake scams
What small businesses can do today to protect their money

It’s a grounded, no-nonsense discussion about keeping your finances safe in a digital world.

Listen here: https://www.empoweringhealthybusiness.com/

10/28/2025

Most local business owners know how to deliver great service, but not how to keep their phones ringing year-round.

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder talks with Sean Garner, marketing strategist and founder of Sean Garner Consulting, about what it really takes to grow local and home service businesses in 2025.

Here’s what you’ll learn:

Why old-school marketing tactics no longer work for local services

The three-part “Marketing Domination Framework” for consistent growth

How to use Google Local Service Ads to attract qualified leads

Simple automations that convert missed calls into new customers

Why authentic, face-to-camera content builds more trust than any ad campaign

Sean shares real, actionable strategies any small business owner can use — whether you’re a plumber, electrician, or accountant.

Listen here: https://www.empoweringhealthybusiness.com/

10/22/2025

As the foliage is changing colors here in New England, we are reminded that the end of the year is approaching.

For us bookkeepers and accountants, that means we need to clean up any lingering issues in QuickBooks to get ready for final annual reporting and tax filings and start budgeting for next year.

As businesses operate over the course of the year, they tend to focus on the income statement (the “P&L”). While the P&L can look reasonable from month to month, and bank accounts reconcile OK, issues can accumulate on the balance sheet:

-Certain accounts receivable are uncollectible and need to be written off
-Fixed assets no longer in service need to be cleared out
-Loan liabilities need to tie to loan schedules and statements
-Intercompany accounts need to tie
-Payroll liabilities need to be reconciled and adjusted
-Inventory needs to be adjusted to match what is actually on hand
-The Ask My Accountant account has a balance in it

These problems may not stand out in a monthly P&L. However, they add up and can cloud your numbers and misrepresent your annual results. Now is the time to fix them.

This is also the time of year to be making financial plans for next year. This can be a basic, high-level exercise to confirm revenue and expense and profit metrics for the year. Or it can involve very granular line-item budgeting of revenue, expense, profit, departmental P&L metrics, cash flow, and balance sheet accounts. Even a basic plan is infinitely better than no plan.

This Fall, we’re offering QuickBooks cleanups and annual budgeting services.

If you’re interested, please DM me or us this link to schedule a free consultation to firm up the scope of what you would like and associated pricing: smartbooks.com/free-consultation/

10/21/2025

Most business leaders rely on data, reports, and analysis to guide decisions. But what happens when the numbers don’t tell the full story?

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder talks with Nick Musica, founder of Optics In LLC, about how intuition plays a critical role in better business decisions, especially when data alone isn’t enough.

Here’s what you’ll learn:

How awareness and meditation help leaders make clearer decisions
Why intuition isn’t “guesswork” — it’s a skill you can develop
How to balance logic with instinct when facing tough business calls
The practical ways intuition shows up in conversations, leadership, and growth

Nick shares how tuning into intuition helped him shift from a stable W-2 career to running a successful digital agency, and how the same approach helps other professionals overcome indecision and lead with confidence.

Listen here: https://www.empoweringhealthybusiness.com/

10/14/2025

Most people think of fraud as stolen credit cards or hacked bank accounts. But there’s another growing risk, title fraud and squatting.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder sits down with Curt Moore, founder of Moat Title Security and a former landman in the oil & gas industry, to explain how criminals steal value from properties and how homeowners can protect themselves.
You’ll hear how:

Fraudsters record fake deeds to take loans or resell properties
Squatters create legal headaches that take months to resolve
Proactive filings, like a Title Freeze or Notice of Occupancy, deter these threats

Listen now and learn practical steps for protecting your home against title fraud and squatters: https://www.empoweringhealthybusiness.com/

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Outsourcing Designed For Small Businesses

Small businesses shouldn’t have to choose between overpriced and over-sized solutions designed for much largercompanies or just getting by with stop-gap measures they can afford but which don’t really address their needs. SmartBooks works exclusively with small businesses and has designed a service offering with their needs in mind.

Schedule a free 15 minute consultation to chat with one of our Client Success Managers.