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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.

10/22/2026

Most business owners never formally decide what they want out of their business.

They started it out of necessity, opportunity, or because they couldn't stand having a boss anymore.

And then five years pass.

The business is running. But nobody stopped to ask, "What is this actually supposed to give me?"

In this episode, Lindsay sits down with Calvin Wilder to kick off a new series going chapter by chapter through his book, The Financial Operating System.

This episode covers Chapter 1: Identify Your WHY.

Some key takeaways:

• Why most owners end up in business without a formal plan — and why that's fine as a starting point
• How to define a real financial objective with specific numbers, not just "make more money"
• Why ambitious goals need to be grounded in your actual financial reality
• The difference between chasing growth and building a stable, profitable business
• Four honest questions every business owner should sit down and answer this week

If you've been running your business without ever defining what success actually looks like for you, this is worth your time.

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

10/07/2026

Most business owners don't think about state taxes until a letter shows up.

Then it's not a planning conversation anymore.

It's a damage control conversation.

Since 2018, states can tax you based on sales alone. No office, no employees, no physical presence needed.

Some thresholds are as low as $1. And if you never filed, the statute of limitations never started.

In this episode, Greg Reed breaks down what every business owner operating across state lines needs to know — before it becomes a problem.

Some key takeaways:

• Why one remote employee can quietly trigger tax obligations you didn't plan for
• The difference between physical presence nexus and economic nexus
• A pass-through entity tax deduction that costs nothing but requires early action
• Why states are getting smarter at cross-referencing your filings to find gaps
• Why the best time to do a nexus review is now, not during tax season
If you're selling into multiple states or hiring across state lines, this is worth your time.

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

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/

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Thursday	8am - 6pm
Friday	8am - 6pm

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