Best Jessica Mae Stafford Podcasts (2024)

1
139: REPLAY: Multistate Income Tax: Understanding It and How to Get Prepared for It 28:26

10M ago28:26

28:26

If you’re planning to or already starting to do business across states, you’ve got to know what’s going on from an income tax perspective. A multistate income tax is different from a sales tax. And a multistate income tax can have a lot of different names attached to it depending on the state. Joining us today once again is Chris Mahler, CPA who is…

1
138: REPLAY: Key Areas to Consider When Dealing with High Inflation for Goals-Based Planning 37:22

11M ago37:22

37:22

Inflation is here – and it's here to stay for a bit. Obviously, we have to deal with it, but how? In today’s episode, we discuss some things you have to think through to shield yourself from inflation, or at least mitigate its impact. Hindsight is a good teacher. And so, if you can capture those lessons and put them in your plans for your future, y…

1
137: REPLAY: Direct Costs vs. Expenses & Why You Should Care About Knowing The Difference 27:23

11M ago27:23

27:23

The best profit decisions are happening with your time, energy, and money, which means more pay, play, and profit in your business and life. And a huge part of that is understanding your financials. Your financials are three-dimensional – profit, tax, and cash flow. You also need to think about direct costs versus expenses in all these three dimens…

1
136: REPLAY: Discovering How to Live Your Ideal Entrepreneurial Life 46:08

11M ago46:08

46:08

What kind of entrepreneurial life do you want? Many people loosely exchange words like freelancer, sole proprietor, small business owner, and entrepreneur but really, they’re not the same. Entrepreneurship is a long journey and has its different seasons. For instance, you may have been freelancing for a while to get some extra money on the side. Th…

1
135: REPLAY: How To Attract New Clients & Set The Right Expectations From The Start 27:17

12M ago27:17

27:17

How can you attract new clients and make sure you’re the right fit for each other? There's so much to talk about when it comes to client onboarding, and part of that is learning how to attract new clients and set the right expectations from the start. A partnership is a two-way street, which means your clients also need to know how they can help yo…

1
134: REPLAY: How to Help Kids Build Wealth with IRAs 31:00

12M ago31:00

31:00

If you are a small business owner with children, putting your kids to work in the business is a great way to start helping them navigate some financial decisions. You’ve got to teach them to put money on the strong side of the table and one of the ways to do that is by getting them to invest in a Roth IRA. A lot of people struggle with financial li…

1
133: REPLAY: Your Ideal Teammate with Trivinia Barber 37:43

1y ago37:43

37:43

You’ve probably mastered knowing your customer avatar, but have you taken the time to really figure out who your ideal teammate is? Imagine, this is somebody you’re going to spend 2 to 10 hours a day, depending on the season of life you're in with this person. You’ll perhaps engage with them more than you do your partner or your children sometimes.…

1
132: REPLAY: Identifying & Overcoming Limiting Beliefs 37:04

1y ago37:04

37:04

Are you quick to say phrases like, “I won’t,” “I can’t,” or “I shouldn’t?” If so, that's a good sign that you're tapping into a limiting belief. We all have limiting beliefs as a result of our past experiences, family backgrounds, and spiritual or socioeconomic backgrounds. Oftentimes, these beliefs were instilled in us in childhood and we carried …

1
131: REPLAY: Discovering Who You Are As An Online Entrepreneur with Katie Chase 37:30

1y ago37:30

37:30

Do you feel like you’re a square peg in a round hole as an entrepreneur? Many times, we think we have to get it all figured out right away. Then, we think we have to stay exactly the same as who we were the day we started. If our business doesn't look like it was supposed to look when we set out to start it, we view that as a failure. In today’s ep…

1
130: REPLAY: HR Basics For Your Virtual Team with Tameaka Shelton 43:50

1y ago43:50

43:50

What's the cost of protection worth to you? If you're a growing business, and you're involving people in it – even if it's just you and five others in your team, or whether it's virtual or physical – there are a lot of things to navigate around the HR world. Today, Tameaka Shelton of Employ and Relate helps us break down some HR basics that you nee…

1
129: REPLAY: 10 Common Bookkeeping Mistakes You Should Know & Understand 30:49

1y ago30:49

30:49

The health of your accounting and your book starts with the health of your chart of accounts, which is basically an accounting terminology that refers to a list of categories including income, expenses, and liabilities. If your business is extremely consistent in how it’s spending money, what it spends money on, and how it receives money, then you …

1
128: REPLAY: How To Determine Accountable Plan Reimbursements For Home Office 21:56

1y ago21:56

21:56

The accountable plan is a policy within your company or your entity, which outlines how you reimburse yourself as an owner, employee, or shareholder-employee. And if you have team members within your business, the accountable plan is a good policy for them to get reimbursed for expenses as well. One of the ways you get compensated for your business…

1
127: REPLAY: Using An Accountable Plan To Create Tax-Free Reimbursements 35:07

1y ago35:07

35:07

If you're a small business owner with employees and you still don’t have an accountable plan, then now is the time to start thinking about it. In this episode, we're diving into using an accountable plan to create tax-free reimbursements – in a legal way. Every decision is a profit decision, and profit is measured in time, energy, and money, and th…

1
126: REPLAY: Quarterly & Annual Planning EOS Style 43:15

1y ago43:15

43:15

It's almost Thanksgiving! It's also a great time of year to understand what quarterly and annual planning should look like because, as an entrepreneur, you want to schedule your success and not lose traction. At The Bottom Line®, we’re following the EOS (Entrepreneurial Operating System) style where we break our annual planning down into 90-day seg…

1
125: REPLAY: Email Marketing for eCommerce with Chris Orzechowski 35:15

1y ago35:15

35:15

Are you scared of emailing people just because you think you’re going to bother them? Whether you’re still new to ecommerce or you’re scaling to grow your brand, it’s crucial that you know how to run email marketing campaigns effectively. Today, email copywriter Chris Orzechowski talks about why having an email marketing campaign is one of the keys…

1
124: REPLAY: Setting the Table for a Remarkable Client Experience 36:39

1y ago36:39

36:39

Whether you’re selling products or services, digital courses, or memberships, having a clear picture of what your client experience looks like will help you create the kind of relationship you want to build with your clients. While there is no perfect client, no perfect team, no perfect accountant, and no perfect business, relationships are still t…

1
123: REPLAY: Our 32-Hour Workweek 39:48

1y ago39:48

39:48

Profit is measured in time, energy, and money – but how do you achieve a triple win on all three? Here at The Bottom Line, we have made a profit decision to shift from the usual 40 hours to 32 hours per week. We’re working towards making it our full-time standard, even during tax season. In other words, we want to get more done in less time. Part o…

1
122: REPLAY: Getting Your House In Order Before Something Unfortunate Happens 14:33

1y ago14:33

14:33

We are not promised tomorrow. If you died or were disabled, how much would your loved ones have to invest in figuring everything out while they're also grieving your loss? If you're an entrepreneur or a business owner and you have children, having a last will and testament is one of the things you need to prioritize. You want to make sure your asse…

1
121: REPLAY: Topics to Discuss During Your Annual Shareholders Meeting 25:02

1y ago25:02

25:02

If you have a limited liability company, an S Corp, a C Corp, a partnership, or anything that's formal and a legal entity, you need to hold an annual meeting in your business and document certain things that have been decided. In this episode, we will give you a framework to think about for your next annual shareholders meeting. The first quarter o…

1
120: REPLAY: Top 12 Questions When Hiring An Accountant 43:49

1y ago43:49

43:49

Year-end is the perfect time to decide if you're with the right accounting partner. In this episode, Ashley Travis, our digital marketing person at The Bottom Line®, joins us to talk about the top 12 questions you should consider asking when it's time to hire an accountant, tax preparer, or accounting team for your business. Ashley pulled these 12 …

1
119: REPLAY: Our Proven Process and Why Every Business Needs One 22:40

1+ y ago22:40

22:40

Do you have a proven process? If yes, do you have a visual form of your proven process? And does 20% of the process drive 80% of your results? If you answered no to any of these questions, then you must listen to today’s episode as we dive into our proven process here at The Bottom Line®. In fact, it took us almost nine years to get a proven proces…

1
118: REPLAY: Common Retirement Plans for Small Businesses 25:27

1+ y ago25:27

25:27

If you still haven’t been planning for retirement, there’s no better time to start than now. Maybe you're a spender and not a natural saver or maybe you're too much of a saver and don’t spend money when you should. Either way, this can cause issues down the road because there's a difference between spending, investing, and stewarding. Whether you h…

1
117: REPLAY: How to Master Cash Predictions Through Budgets 33:36

1+ y ago33:36

33:36

Most small businesses fail because they no longer have the cash to continue. And if you're growing a business, you've got to keep everybody on the same page and have the tools in place to drive extreme clarity. In this episode, we're going to talk about how to master cash predictions through budgets. As a business owner, you have to get good at pre…

1
116: REPLAY: Top 50 Tax Deductions 46:42

1+ y ago46:42

46:42

As a business owner, you definitely want to maximize your tax deductions. In simple terms, a tax deduction is anything you spend or incur in your business that is an expense of some sort. It's a deduction against the revenue of your business, whether you consider it a cost of goods, an expense, or even a home office deduction. Sometimes, tax deduct…

1
115: REPLAY: Scheduling Your Success With Time Off 43:27

1+ y ago43:27

43:27

When was the last time you took a day off? It's every entrepreneur's dream to have the freedom, flexibility, and discretion to take time off whenever they want. A lot of entrepreneurs want that freedom but they never get around to taking it. As we get older, we need time off even more than we did when we were younger. We also need to play more than…

1
114: REPLAY: Quarterly & Annual Planning EOS Style 43:19

1+ y ago43:19

43:19

At The Bottom Line®, we’re following the EOS (Entrepreneurial Operating System) style where we break our annual planning down into 90-day segments to make sure that we’re still aligned with our annual goal. Now, the bigger the goal is, the more you can lose focus. If the goal feels too big, it can get overwhelming to the point that your productivit…

1
113: Leveraging Your Core Values to Hire, Fire, Reward, and Recognize in 2023 54:02

1+ y ago54:02

54:02

People matter, and prioritizing people has great rewards. But it comes with great responsibility and great risk that it can be daunting and overwhelming. Today, we're going to talk about leveraging your core values to hire, fire, reward, and recognize in 2023. If you're not really great at hiring because you don't hire a lot, or you've never hired …

1
112: Year-End Books 2022: Financial Closing Checklist to Put Your Year Behind You 18:42

1+ y ago18:42

18:42

Let's dive into another hot year-end topic as we discuss the financial closing checklists to put your year behind you. People need to care about having their books updated before year-end. It's not for tax reasons, but so that you can clearly see how your business is doing and make strategic decisions for you and your business along the way. You've…

1
111: Annual Planning 2022: Crafting One-Thing Commitments For Growth In 2023 28:37

1+ y ago28:37

28:37

Today, we're diving into our annual planning for 2022 and we’ll show you how we’re crafting our one-thing commitments for growth in 2023. This activity is actually a part of the EOS way. But whether you're on EOS or not, this exercise definitely applies to every single business. Trust is the foundation for every relationship and it has been a very …

1
110: Gratitude & Giving 2022: TBL Team Gathers to Share in The Spirit of The Season 40:27

1+ y ago40:27

40:27

As part of our yearly tradition, our team is gathered here today to dive into our Word of the Year. Every year, we pick a theme that we want the company to focus on as a whole. In 2022, our theme was Shine and Be Kind. And so, today, we discuss some lessons about giving or receiving kindness that we are grateful for in 2022. We’re also sharing our …

1
109: Year-End Tax 2022: Last-Minute Deductions To Consider Before 12/31 44:23

1+ y ago44:23

44:23

It's the end of 2022 and there have been some new things that have been flying through about taxes this year. From the new reporting requirements for returns to new credits and new things around energy being done. You can't navigate this all on your own because frankly, we can't either. It's a frenzy most of the time, especially when we're cycling …

1
108: Crafting & Delivering Your Company Core Values Speech Quarterly 24:33

1+ y ago24:33

24:33

In this episode, we dive into crafting and delivering your Company Core Values Speech quarterly. How? By sharing our own core values speech at The Bottom Line. We have our core values speech that happens every quarter. And we decided to share it for you to have an idea of what our team hears every quarter. Hopefully, you will find value in it. In M…

1
107: Year-End Payroll 2022: Completing a Year-End Checklist for January Success 37:14

1+ y ago37:14

37:14

In this episode, we're diving into all things payroll. In particular, we focus on completing a year-end checklist for January. It's simply a checklist of things you need to do before the end of the year. This is very important because payroll has very tight deadlines that you need to complete by January 31 of each year. The year-end starts before t…

1
106: Key Areas to Consider When Dealing with High Inflation for Goals-Based Planning 37:06

1+ y ago37:06

37:06

Inflation is here – and it's here to stay for a bit. Obviously, we have to deal with it, but how? In today’s episode, we discuss some things you have to think through to shield yourself from inflation, or at least mitigate its impact. Hindsight is a good teacher. And so, if you can capture those lessons and put them in your plans for your future, y…

1
105: Discovering How to Live Your Ideal Entrepreneurial Life 45:51

1+ y ago45:51

45:51

What kind of entrepreneurial life do you want? Many people loosely exchange words like freelancer, sole proprietor, small business owner, and entrepreneur but really, they’re not the same. Entrepreneurship is a long journey and has its different seasons. For instance, you may have been freelancing for a while to get some extra money on the side. Th…

1
104: Multistate Income Tax: Understanding It and How to Get Prepared for It 28:10

1+ y ago28:10

28:10

If you’re planning to or already starting to do business across states, you’ve got to know what’s going on from an income tax perspective. A multistate income tax is different from a sales tax. And a multistate income tax can have a lot of different names attached to it depending on the state. Joining us today once again is Chris Mahler, CPA who is…

1
103: What To Know & Understand About Building a Team Across Multiple States 33:26

1+ y ago33:26

33:26

A lot of people have this idea that they can just open a shop in whatever state they want and just send the paycheck to the person working remotely. Well, it’s actually more complicated than that because there are some things you need to consider to ensure compliance when it comes to hiring from outside of your state. At The Bottom Line®, we’ve bee…

1
102: Establishing Financial Scorecards to Build & Grow Your Financial Confidence 59:23

1+ y ago59:23

59:23

Maybe you're wondering what data you should be paying attention to, and what KPIs or metrics should you be doing. There are numbers that give you safety and those are the numbers you’re drawn towards. Then there’s also data that can be challenging and frustrating. And so, you just don’t like dealing with those kinds of numbers. There are so many pi…

1
101: Back to The Basics Checklist to Achieve Breakthrough When You Are Stuck 36:29

1+ y ago36:29

36:29

Feeling stuck in your business? Well, don’t we all get that feeling at some point? Maybe you’re wondering why you can’t get to the seven figures or nothing just seems to work, we all have been there. When you’re at this point in your business where you feel stuck, you’ve got two choices. You either whine and stay stuck – or you do something to brea…

1
100: Celebrating Our First 100 Episodes of The Pay Play Profit Podcast 47:32

1+ y ago47:32

47:32

Here at The Bottom Line®, we’re always celebrating our wins, big and small – and today, we’re celebrating our first 100 episodes of The Pay Play Profit Podcast! If you think running a podcast is easy, well, it’s not. Launching a podcast is just half of the battle. The other half is making sure we’re releasing something valuable each week, and that …

1
099: How to Determine Accountable Plan Reimbursements for Home Office - Part 2 21:39

1+ y ago21:39

21:39

The accountable plan is a policy within your company or your entity, which outlines how you reimburse yourself as an owner, employee, or shareholder-employee. And if you have team members within your business, the accountable plan is a good policy for them to get reimbursed for expenses as well. One of the ways you get compensated for your business…

1
098: Officers Compensation vs. Shareholder Compensation vs. Wages & Salaries 17:44

1+ y ago17:44

17:44

The decisions you make today create what you own tomorrow. That's why you need to code your wages and know the differences between them. You want to create straight lines and clarity across all the players by making sure you're breaking down everything in your books. Today, let’s delve into the officers compensation vs. shareholder compensation vs.…

1
097: Direct Costs vs. Expenses & Why You Should Care About Knowing The Difference 27:07

1+ y ago27:07

27:07

The best profit decisions are happening with your time, energy, and money, which means more pay, play, and profit in your business and life. And a huge part of that is understanding your financials. Your financials are three-dimensional – profit, tax, and cash flow. You also need to think about direct costs versus expenses in all these three dimens…

1
096: How to Attract New Clients & Set The Right Expectations From The Start 27:01

1+ y ago27:01

27:01

How can you attract new clients and make sure you’re the right fit for each other? There's so much to talk about when it comes to client onboarding, and part of that is learning how to attract new clients and set the right expectations from the start. A partnership is a two-way street, which means your clients also need to know how they can help yo…

1
095: Using An Accountable Plan To Create Tax-Free Reimbursements 34:50

1+ y ago34:50

34:50

If you're a small business owner with employees and you still don’t have an accountable plan, then now is the time to start thinking about it. In this episode, we're diving into using an accountable plan to create tax-free reimbursements – in a legal way. Every decision is a profit decision, and profit is measured in time, energy, and money, and th…

1
094: Adopting A Company 401k To Maximize Tax Savings With Guideline & Gusto 31:46

2y ago31:46

31:46

It can be so intimidating to start to talk about a 401k for yourself as a business owner, much less adopt a company 401k, especially if you're just a two-person team with your first deputy team member. If retirement and being aggressive towards retirement are on your radar, there's no better time than now to understand what adopting a company 401k …

1
093: 10 Common Bookkeeping Mistakes You Should Know & Understand 30:43

2y ago30:43

30:43

The health of your accounting and your book starts with the health of your chart of accounts, which is basically an accounting terminology that refers to a list of categories including income, expenses, and liabilities. If your business is extremely consistent in how it’s spending money, what it spends money on, and how it receives money, then you …

1
092: Kingdom Life, Business, and Motherhood with Elizabeth Oschwald 46:48

2y ago46:48

46:48

Being a mom and an entrepreneur at the same time sure comes with a lot of struggles, and at times, self-doubt. But when you’re putting in the hard work of investing in yourself and building your business with faith, everything is possible! In today’s episode, writer and entrepreneur mom Elizabeth Oschwald joins us as we discuss her journey through …

1
091: Using The Safe Harbor Method for Quarterly Estimated Tax Payments 20:12

2y ago20:12

20:12

June 15 is just around the corner, which means there’s another quarterly estimated tax payment due. Just a quick recap, the estimated tax payments are due in January, April, June, and September. (With January 15 as the fourth estimated tax payment since it's for the Q4 of the prior year's estimated tax) Quarterly estimated tax payments refer to mon…

1
090: Paying For Your SBA COVID-19 Economic Injury Disaster Loan 18:45

2y ago18:45

18:45

In this episode, we talk about some things you need to consider when paying for your COVID-19 Economic Injury Disaster Loan (EIDL). Funded by the Small Business Administration (SBA), the EIDL was one of the ways to help small businesses take care of their cash flow needs related to their business operations. If you're just sitting there on your SBA…

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Jessica Mae Stafford Podcasts

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