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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.

07/07/2026

Artificial intelligence is becoming part of everyday business, but many business owners are still asking the same question:

How can AI actually help my business today?

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder is joined by Zach Francis to discuss out-of-the-box tools and practical ways businesses can start using AI without building their own agents from scratch or completely changing how they work.

Their conversation covers:

• AI tools Zach’s company has developed
• Using AI to automate repetitive tasks
• Creating better content and marketing workflows
• Why AI works best when paired with strong business systems
• The importance of keeping people involved in key decisions
• Simple ways to start using AI without overcomplicating your business

Whether you're just getting started with AI or looking for ways to improve your current processes, this episode offers practical ideas you can apply right away.

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

06/23/2026

Many business owners know they need help.

What they don't always know is what kind of help they need.

In this Utilizing Fractional Consultants recap, we combined key insights from multiple podcast conversations around:

• Fractional COO services Provost
• Fractional HR support @ Scott Baker
• Fractional marketing leadership @ Rebecca Schuette
• Strategic planning
• Accountability systems
• Compliance and employee management
• Business growth challenges
• Sales and marketing alignment

One lesson appeared throughout the discussion:

You don't always need a full-time executive to solve a business problem.

Sometimes you need the right expertise, at the right time, focused on the right challenge.

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

06/16/2026

Most business owners look at revenue.

The best business owners understand the entire financial picture.

In this Financial Management recap, we combined key insights from multiple podcast conversations around:

• Cash flow management
• Financial reporting
• Business metrics
• Profitability
• Accounting systems
• Profit First
• CFO thinking
• Financial decision-making
• Finance and operations alignment

One lesson came up again and again:

You can't improve what you don't measure.
Financial management isn't about creating more reports.
It's about creating better decisions.

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

06/02/2026

Most business owners only think about taxes during filing season.

That’s the problem.

In this Tax & Compliance recap, we combined key insights from multiple podcast conversations around:

• Tax planning
• Compliance
• Sales tax + nexus
• Entity structure
• BOI reporting
• Missed deductions
• W2 withholding
• Bonus depreciation
• Home office deductions

One major theme came up again and again:

Reactive tax filing is expensive.
Proactive planning creates options.

If you own a business, this is worth your attention.

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

04/07/2026

Most marketing and tech businesses don’t fail due to a lack of effort. They fail because everything becomes reactive, with too many priorities, unclear ownership, and no structure.

In this Episode, we break down how EOS can actually work inside agencies and tech-driven businesses. Not theory, real ex*****on.

Jami Mullikin, founder of Wonder, shares what changed when he moved from running agencies without structure to building one on EOS from day one.

Inside the episode:

Why agencies naturally drift into chaos as they grow
How EOS creates clarity without killing creativity
What most teams get wrong about scorecards and accountability
Why structure can actually improve creative output

If your team is busy but not aligned, this is worth your time.

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

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/

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Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm

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Website

https://www.smartbooks.com/

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