<description>&lt;p dir="ltr"&gt;As promised in the last episode, I turn the tables on my client and fellow business owner Jen McAllister to explain how her team of CPAs and Accountants deliver everything for small to medium sized businesses. She's passionate about helping businesses clean up the books, get more tax efficient and grow.  Listen in to see if this tremendous team is right for your business.&lt;/p&gt; &lt;p&gt;&lt;strong&gt; &lt;/strong&gt;&lt;/p&gt; &lt;p dir="ltr"&gt;&lt;strong&gt;Highlights&lt;/strong&gt;&lt;/p&gt; &lt;ul&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Preparing assets for sale&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Value by strategic design&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;The role of family and business in the U.S.&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Evolving with client needs&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Year-round business immersion&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Bookkeeping vs. strategy&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Financials: not just numbers&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;When to bring in external help&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Scaling with flexible teams&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;The importance of exit planning&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Helping businesses grow up&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Maintaining quality of life in ownership&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Hiring strategically for growth&lt;/p&gt; &lt;/li&gt; &lt;/ul&gt; &lt;p&gt;&lt;strong&gt; &lt;/strong&gt;&lt;/p&gt; &lt;p dir="ltr"&gt;&lt;strong&gt;Links and Resources from this Episode&lt;/strong&gt;&lt;/p&gt; &lt;ul&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Connect with Gary Pinkerton&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;&lt;a href= "https://www.paradigmlife.net/"&gt;https://www.paradigmlife.net/&lt;/a&gt; &lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;&lt;a href= "mailto:gpinkerton@paradigmlife.net"&gt;gpinkerton@paradigmlife.net&lt;/a&gt;&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;&lt;a href= "https://garypinkerton.com/"&gt;https://garypinkerton.com/&lt;/a&gt; &lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;&lt;a href= "https://clientportal.paradigmlife.net/WealthView360"&gt;https://clientportal.paradigmlife.net/WealthView360&lt;/a&gt; &lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Connect with Jen McAllister&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;&lt;a href= "https://riseaccountingllc.com/about/"&gt;https://riseaccountingllc.com/about/&lt;/a&gt; &lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;&lt;a href= "https://exit-planning-institute.org/about-us"&gt;https://exit-planning-institute.org/about-us&lt;/a&gt; &lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;&lt;a href= "mailto:jen@riseaccountingllc.com"&gt;jen@riseaccountingllc.com&lt;/a&gt; &lt;/p&gt; &lt;/li&gt; &lt;/ul&gt; &lt;p dir="ltr"&gt;&lt;br /&gt; &lt;strong&gt;Review, Subscribe and Share&lt;/strong&gt;&lt;/p&gt; &lt;p dir="ltr"&gt;If you like what you hear please leave a review by &lt;a href= "https://podcasts.apple.com/us/podcast/garys-gulch/id1531010029"&gt;clicking here&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;strong&gt; &lt;/strong&gt;&lt;/p&gt; &lt;p dir="ltr"&gt;Make sure you're subscribed to the podcast so you get the latest episodes.&lt;/p&gt; &lt;ul&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Subscribe with &lt;a href= "https://podcasts.apple.com/us/podcast/garys-gulch/id1531010029"&gt;Apple Podcasts&lt;/a&gt;&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Follow on &lt;a href= "https://www.audible.com/pd/Garys-Gulch-Podcast/B08JJPJDW3"&gt;Audible&lt;/a&gt;&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Subscribe with &lt;a href= "https://www.listennotes.com/podcasts/garys-gulch-gary-pinkerton-UZzgvl9BRno/"&gt; Listen Notes&lt;/a&gt;&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Subscribe with &lt;a href= "https://garywpinkerton.libsyn.com/"&gt;RSS&lt;/a&gt;&lt;/p&gt; &lt;/li&gt; &lt;/ul&gt; &lt;p&gt; &lt;/p&gt;</description>

Gary's Gulch

Gary Pinkerton

Jen McAllister, founder of Rise CPAs and Accountants - Bringing Huge Value to your Business

NOV 25, 202535 MIN
Gary's Gulch

Jen McAllister, founder of Rise CPAs and Accountants - Bringing Huge Value to your Business

NOV 25, 202535 MIN

Description

As promised in the last episode, I turn the tables on my client and fellow business owner Jen McAllister to explain how her team of CPAs and Accountants deliver everything for small to medium sized businesses. She's passionate about helping businesses clean up the books, get more tax efficient and grow. Listen in to see if this tremendous team is right for your business.

Highlights

  • Preparing assets for sale

  • Value by strategic design

  • The role of family and business in the U.S.

  • Evolving with client needs

  • Year-round business immersion

  • Bookkeeping vs. strategy

  • Financials: not just numbers

  • When to bring in external help

  • Scaling with flexible teams

  • The importance of exit planning

  • Helping businesses grow up

  • Maintaining quality of life in ownership

  • Hiring strategically for growth

Links and Resources from this Episode

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.