Beyond the Margins Podcast

Mar 10 2021

Beyond the Margins Podcast artwork

Beyond the Margins was created for you. To help you better understand how every decision you make has a financial impact on your business.While the bottom line is important, there are also things we need to address if we want to be successful in business and also at an individual level.Our goal is to unpack topics that will help you to make better financial decisions to grow your business but also grow and take care of yourself as an entrepreneur.

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The Importance of Understanding Your Numbers w/ Terrell Turner

Mar 10 2021 37 mins

On this episode we discuss the future of accounting, why it is important to have a strong understanding of your numbers and one big mistake many business owners make when it comes to the finances of their business.Terrell Turner, CPA is the host of a show called Business Talk Library. Business Talk Library is a series of shows and resources created for business owners, entrepreneur

Creating Content & Building Your Brand w/ Katie Thomas

Mar 03 2021 36 mins

In this episode we discuss the future of the accounting industry and the importance for financial professional to build their brand online.Katie Thomas, CPA is the founder and owner of Leaders Online LLC. She is a digital marketing strategist, content creation expert, and national speaker.Katie’s superpower is helping leaders implement the right marketing strategies to reach thei

Debunking Payroll Myths w/ Ann Angelucci

Feb 15 2021 26 mins

In this episode Dave talks with Ann Angelucci about some of the myths surrounding payroll. Ann Angelucci has always been passionate about small businesses. She started her career in payroll over 9 years. After working at Paychex she eventually got the opportunity to partner with a local provider whose customer service and attention to detail aligned with her values. Ann also has a

The Future of Accounting w/ Nikole Mackenzie

Feb 05 2021 20 mins

After working at a regional accounting firm for several years, Nikole became frustrated with the structure of traditional CPA firms. She felt there was so much more accountants could do to help people throughout the year, rather than just once per year at tax time. She also recognized that many of her clients’ accounting departments were run very inefficiently— using outdated t

Disrupting the Accounting Industry w/ The Rapping CPA, Drew Carrick

Feb 01 2021 29 mins

The Rapping CPA, Drew Carrick, is a modern day polymath, or jack-of-all-trades. He understands the importance of preparing for the future and having an innovators mentality towards the way the world works. His entrepreneurial mindset is what led him on a path toward shattering the accountant and CPA stereotypes, where he incorporated creativity and passion into his perspective on t

The Future of Automation w/ Chris Hawn

Jan 02 2021 36 mins

Chris Hawn is the Managing Director for Nividous Software Solutions in Moorestown, NJ where he is focused on building out new markets for Nividous’ revolutionary Hyperautomation platform in North America. Prior to Nividous, Chris has helped to build and scale multiple emerging technology companies in the US. He also has a background in Asset Management where he has raised over a

The Biggest Challenge Facing Companies Going Remote

Dec 13 2020 9 mins

Let’s face it, the world will never be going back to normal. We’ve experienced such a shift in the way things are done, I truly believe there is no way to completely reverse it at this point. This isn’t necessarily a bad thing. I think we have all learned a lot about ourselves and our businesses. I think many people are realizing that working remotely can actually work. I am

5 Ways to Better Manage Your Bookkeeping

Oct 15 2020 11 mins

5 Ways to Better Manage Your Bookkeeping Keeping good books for your company can feel overwhelming at times. As soon as you get behind, it seems impossible to catch up or keep up. I wanted to discuss 5 ways to get ahead and stay ahead. Separate Business and Personal In general, you should not have any personal expenses running through the business. I wont even touch on the legal im

You Get What You Pay For

Oct 12 2020 12 mins

Would you like to buy a Lamborghini for the price of a Honda Civic? Obvious answer, right? So why does a company, who is getting poor service, expect to get better service somewhere else but at the same price? As the old saying goes, “you get what you pay for”. While in certain situations this may not be the case, I have found over the years that a majority of the time, this ho

My Morning Routine

Oct 01 2020 14 mins

I have always been a person who enjoys the nuances of each day. One of the reasons I love what I do is because every day looks different. Some days I am filled up with zoom meetings, some days I am focused on content and other days I am working on developing business. I love the variety. However, one thing that I have noticed over the years is that a lack of organization tends to h