Empowering Entrepreneurs

"My entrepreneurial spirit sort of got unleashed in my public accounting days. So as soon as I became, as I graduated, became a public accountant, I helped other entrepreneurs get started. And that was just a fabulous learning experience."Welcome back to Empowering Entrepreneurs! In today's episode, hosts Glenn Harper and Julie Smith are joined by the dynamic Jim Buffington. They get into Jim's remarkable journey from his humble beginnings at a Texas agricultural land grant school to becoming a significant force in the world of public accounting and technology.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.They talk with him about his transition from public accounting to leading a dotcom and eventually integrating technology into tax and accounting, making compliance more efficient and enabling richer client conversations. Throughout the episode, Jim emphasizes the importance of experimenting, embracing failure, and prioritizing customer empathy.The Real Reason New Businesses Fail: "And we know that about half of those, new businesses are gonna fail in the 1st 5 years oftentimes because they're not paying payroll taxes or sales taxes or things that need to be done."— Jim BuffingtonEmpowering TakeawaysJim's journey from public accounting to founding a dotcom and incorporating technology into tax and accounting illustrates the dynamic career paths available within and outside traditional accounting roles.The need for tax professionals to improve communication with clients about the value they provide, transcending beyond compliance work to emphasize planning and advisory services.The significance of experimenting and learning from failures, encouraging entrepreneurs and accountants alike to be bold, share ideas freely, and continually practice new offerings.Highlighting the role of automation in accounting to handle compliance work, enabling deeper, more valuable client engagements and advisory services.Emphasizing the importance of client empathy, understanding their unique business needs, goals, and challenges, and engaging them in the planning process for more tailored advice.Empowering Moments00:00 Introducing Jim Buffington, advisory service leader at Intuit.07:53 Public accounting days unleashed entrepreneurial spirit, helping entrepreneurs.12:21 Worked with farmers and ranchers, then oil.17:13 Accountants become emotionally invested in clients' success.22:07 Improve compliance through client-driven workflow changes.24:10 Entrepreneurs struggle with planning, need accountant's guidance.31:06 Supporting unique needs and strengths of businesses.34:20 Value client needs, diverse skills, problem-solving expertise.36:00 Communicate client benefits, focus on delivering ROI.39:44 Business success hinges on essential financial tasks.43:55 My superpower is deep customer empathy.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2025 Glenn Harper

How do you juggle the demands of running a PR firm, writing children's books, and being a mother? Our guest shares her unique journey from practicing law to becoming a children’s book author and starting her own PR firm.We welcome Alysson Bourque—a multi-faceted entrepreneur who wears many hats as an author, publicist, attorney, and teacher. This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Alysson, co-owner of Expound Publicity, a PR firm launched during the pandemic, has successfully helped over 500 authors market their books. Her firm provides comprehensive services, from publicity and customized campaigns to virtual book tours and awards submissions. Growing up in a small town in Louisiana, Alysson was inspired by her entrepreneurial parents who owned a pharmacy. Her journey took her from considering a career in pharmacy to becoming a lawyer, and eventually finding her true calling in storytelling. Her firsthand experience with government workings during Hurricane Katrina and her passion for writing both played pivotal roles in her professional evolution.A dedicated mom, Alysson involves her children in her literary pursuits to instill resilience and the value of hard work. Her book series, *Alley Cat*, aims to make reading fun for kids, with interactive author visits, engaging promotional materials, and a vision to become a household name in children's literature.Empowering TakeawaysAlysson Bourque and her partner started Expound Publicity, a PR firm for authors, during the pandemic. Expound Publicity offers comprehensive support including customized marketing campaigns, outreach to media and bookstores, award submissions, and even virtual book tours, providing a one-stop shop for authors' publicity needs.Bourque shares her approach to parenting by supporting her daughter's entrepreneurial ambitions and her son's dream of becoming a professional golfer, emphasizing the importance of following one's passions.Alysson has experience in various publishing routes including self-publishing, hybrid publishing, and traditional publishing. Her persistence through rejections ultimately led to securing a traditional publisher for her series.Bourque skillfully merges her family and professional life, from taking her family on business-related trips to involving her children in her writing process, teaching them resilience and hard work along the way.Empowering Moments05:30 Parents started in pharmacy, business grew.12:52 Striving for uniqueness against the mainstream.16:48 Discovering talent for writing through unexpected inspiration.18:05 Handwritten story written in an hour.23:00 Chose writing over law, pursued traditional publishing.26:10 Author juggles book tour with family schedules.27:32 Author facilitates book marketing and virtual visits.32:39 Children pursuing careers that make them happy.35:46 Creative repetition brings fresh excitement every time.39:05 My superpower is being empathetic and self-evaluative.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2025 Glenn Harper

Learning to delegate effectively can transform your business. It not only helps in managing workload but also empowers your team, making room for growth and innovation.In this episode, we have the pleasure of speaking with Gina Cotner, a remarkable entrepreneur and the founder of Athena Executive Services. Originally setting out to leave corporate America behind, Gina ventured into the world of business ownership with a Martini Lounge, a dream that quickly taught her the importance of selecting the right business partners and the necessity of financial advisement.After stepping back from the lounge project, Gina navigated through the economic turmoil of the real estate bubble burst, pivoting her career towards business and life coaching, and eventually founding Athena Executive Services. This company brilliantly pairs virtual executive assistants with executives needing robust support, allowing leaders like Gina to focus on strategic growth - demonstrating her superpower of raising leaders and developing people.Empowering Moments00:00 Gina Cotner: Founder of Athena Executive Services.06:02 Sports provided belonging, friendships, and love.07:33 Teenage girl leaves elite private school, thrives.12:31 Woman follows boyfriend to Boston, experiences change.15:28 Seeking advice led to career-enhancing opportunity.17:45 Balancing emotion and facts in business decisions.21:47 Uncertainty about future with good guy.25:43 Decided to be a business coach, struggled financially.30:00 Financial struggle, family tension, and declining mental health.33:04 Business declines, father's health deteriorates, employee leaves.34:39 Managing calendar and high-stakes projects from home.40:47 Belief and support drive entrepreneurial success.42:58 Overcoming obstacles, belief in yourself, finding inspiration.45:17 Challenges of leaving corporate America to pursue entrepreneurship.48:40 Gradually delegated tasks to relieve workload stress.52:02 Planning for future, passing on skills, mentoring.Empowering TakeawaysGina’s ability to pivot from an unsuccessful business venture to becoming a successful business and life coach illustrates the importance of resilience and adaptability in entrepreneurship.Delegating can lead to building a strong leadership team that manages day-to-day operations effectively, allowing the entrepreneur to focus on strategic growth.Identifying and Leveraging Your Superpower: Entrepreneurs should identify their own strengths (or superpowers) and leverage them to enhance their business and empower their teams.Support from significant others can be crucial for entrepreneurs. Their belief and backing can be a powerful motivator and provide emotional stability through the ups and downs of business ownership.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Copyright 2025 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

Our guest states that the success rate of franchisees from the companies he represents is around 90% after 5 years. What industry-specific challenges do these franchisees face, and how do they overcome them?In this episode, we chat with franchising guru Jon Ostenson and dive deep into the thriving world of non-food franchising. Jon shares his extraordinary journey from finance whiz to franchise expert, emphasizing the power of a franchise system’s support and success rates eclipsing independent startups. With insights on strategic investment choices, financing savvy, and the mastery of assembling 'A' teams, Jon illuminates pathways to profitable entrepreneurship. For everyone dreaming of business ownership, this episode offers a blueprint for success directly from a mastermind in franchising. If you're ready to level up your entrepreneurial game, Jon's wisdom is your launching pad. Exploring Alternative Investments in Real Estate: "90% of our clients end up purchasing something that was never on their radar. So it is so much fun when the slight bulb moments have. And I've had doctors buy installation businesses." — Jon OstensonTop Takeaways1. **Leverage Your Corporate Experience**: Utilize the skills and work ethic developed in the corporate world as they are valuable assets when transitioning to entrepreneurship or franchise ownership.2. **The Power of Franchising**: Franchises provide a systematic approach to business ownership with the support of a proven business model, substantially increasing the chances of success.3. **Diverse Opportunities in Franchising**: Franchising isn't just about food; there are vast opportunities in non-food industries, and these can sometimes offer quicker returns on investment and higher margins.4. **Success Rates and Pitfalls**: While franchisees boast a high success rate, common reasons for failure include not adhering to the system, overly entrepreneurial spirits causing disruptions, and resistance to coaching.5. **Value of Mastermind Groups**: Engaging with peer groups for support and shared learning can significantly enhance an entrepreneur's journey and lead to better decision-making.6. **The Significance of Mentorship**: Having mentors and seeking professional advice is crucial in navigating the complexities of the franchising world and avoiding common pitfalls.7. **The Role of Strategic Partnerships**: Success in consultancy and franchising can be amplified through strategic partnerships, leveraging networks instead of relying solely on a large team.8. **Financing Franchise Investments**: Understanding the various financing options, such as SBA loans and ROBS programs, is critical for entrepreneurs looking to purchase a franchise.9. **Importance of Team Building**: Investing in top talent and building a strong team right from the start can benefit the business immensely, driving growth and ensuring operational excellence.10. **Long-Term Planning and Balance**: Entrepreneurs should have a clear endgame in mind, focusing not only on building successful businesses but also on maintaining a good work-life balance and preparing for eventual transition to roles in mentorship or charitable endeavors.PureTax, LLC Memorable Moments07:38 Finance student keeps options open, gains experience.14:54 Observation about family and business, entrepreneurial success.20:03 Existing businesses pose inherent risks, rethink paradigms.23:24 Franchisees can succeed with the right support.24:50 Private equity invests in franchising for growth.29:46 The value of franchise vs. entrepreneurship.33:29 Exploring opportunities for active or silent involvement.36:19 Many clients buy multiple units and territories.41:36 Transitioning to part-time work, focusing on family.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2025 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

From her childhood leadership to claiming the title of Miss Kentucky, and now a successful business consultant, Maria Maldonado Smith's journey is a testament to dreaming big and taking risks. She shares invaluable insights on creating impactful vision boards, the power of mentorship for future visionaries, and the courage it takes to pivot from a secure corporate path to entrepreneurship. If you want to unleash your true potential and be inspired to create your own definition of success, she embodies what it means to connect, empower, and lead with integrity.Top TakeawaysCertainly, here are 10 takeaway concepts from the episode featuring Maria Maldonado Smith on "Empowering Entrepreneurs":1. Vision to Reality:Maria Maldonado Smith emphasizes the importance of a vision board in translating abstract goals into tangible objectives. Entrepreneurs can benefit from visualizing their aspirations and tracking their progress.2. Holistic Leadership:Leadership is a journey of understanding others' motivations and fostering individual growth. Maria's approach to leadership development underscores the value of empathy and connection in building effective teams.3. The Entrepreneurial Leap:Transitioning from a corporate job to starting one's own business is a calculated risk that requires planning and conviction. Maria's story provides insights into the importance of preparation and belief in one's entrepreneurial vision.4. Building Support Systems:Achieving a balance between entrepreneurship and family obligations is crucial. The support from a partner or network can be the backbone of success for entrepreneurial endeavors.5. Superpower Skills:Maria's ability to connect with, motivate, and help people identify core values is her superpower. Entrepreneurs should identify and leverage their unique skills to create value and differentiation in their businesses.6. Personal Revelations:Personal epiphanies often lead to monumental career shifts. Recognizing and acting upon these moments can set the foundation for a fulfilling entrepreneurial journey.7. Start Young, Think Big:Early experiences in leadership and organization, such as running an environmental club, can plant the seeds for a future in entrepreneurship. Instilling ambition and leadership skills in youth is instrumental in cultivating the next generation of visionaries.8. Vulnerability Builds Trust:Creating authentic connections in corporate environments involves a level of vulnerability. Entrepreneurs should embrace transparency to foster trust and openness in professional relationships.9. From Personal Passions to Professional Pursuits:Maria’s transition from the world of pageantry to entrepreneurship highlights how personal passions can inform and transform one’s professional path.10. Growth and Strategy:Entrepreneurs should be strategic about scaling their business, focusing on building strong relationships, and maintaining a balance between personal and professional spheres. Maria’s intent to expand her business while emphasizing the importance of community epitomizes this strategy.Memorable Moments05:32 Fascination with politics and shift from music.08:57 Switched to corporate setting, gained skills, connections.11:33 Struggling with work-life balance and leadership.15:35 Coaching and mentoring for personal and team success.17:54 Feeling compelled to leave corporate life.20:08 Company development started in 2019, actively engaging.25:31 Miss Kentucky, a conversation sparked entrepreneurial thoughts.29:18 Entrepreneurship is challenging but rewarding with support.32:57 Balancing motherhood, marriage, and entrepreneurship with purpose.36:33 Openness and vulnerability foster trust in relationships.37:27 Build respectful, supportive environment through open communication.43:29 Work towards goals, form positive habits. Tools needed.44:53 Contact her online at mmsconsultingfirm.com. Email maria@mmsconsultingfirm.com.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.PureTax, LLC Copyright 2025 Glenn Harper

This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.We "dive" into the world of fishing and entrepreneurship with our special guest, Sena Wheeler, the passionate force behind the family-run business that provides top-quality Copper River salmon to seafood aficionados.Sena not only shares the lore behind the highly sought-after Copper River salmon, known for its rich omega threes, lush red color, and exceptional taste, but she also peels back the curtain on the logistics and timing that make this fish a seasonal spectacle. As these prized salmon make their challenging journey back for spawning, we discuss the bustling activity during the premium weeks of freshness in May alongside the strategic approach of offering high-quality frozen fish to sustain demand throughout the year.In true entrepreneurial spirit, Sena delves into how her background in fish science and nutrition led her down the captivating path of fishing alongside her husband, Rich. They've coupled their expertise in quality control and commitment to maintaining standards to grow a business that not only sells fish but also honors the generational art of fish handling taught by Sena's Norwegian ancestry.We talk about peaks, valleys, and the pivotal role of internet access in scaling their online business. With a clear vision for maintaining manageable growth, Sena remains grounded in efficiency and quality even as she dreams of the future, whether it involves scaling back or taking full advantage of ecotourism opportunities.Be sure to visit Sena Sea for the true taste of the Copper River and subscribe for insider updates. Personal Storytelling in Business: "A big part of what I do is I write these, email newsletters, and they're very very personal, very story based, and it's really about our journey and about us." — Sena WheelerTop Takeaways1. **Quality Through Adversity**: The harsh environment of the Copper River requires salmon to develop high levels of omega-3 fatty acids, making them a premium product due to their fat content and taste.2. **Anticipation Builds Demand**: The seasonality of the Copper River salmon creates excitement and demand, illustrating the value of offering a "first of the season" product in a business model.3. **The Fresh vs. Frozen Debate**: Sena's business highlights that properly frozen fish can maintain quality akin to fresh fish, which becomes an important selling point during off-seasons.4. **Scaling the Business Wisely**: Sena Wheeler advocates for controlled business growth, preferring efficiency to unchecked expansion, illustrating the need for balance in business development.5. **Family Involvement & Legacy**: Sena imbues her passion for the business into the next generation, with her children actively involved in the business and highlighting the intergenerational aspect of entrepreneurship.6. **Seasonal rhythms in Business**: Acknowledging the peaks and valleys of a seasonal business allows for strategic planning and personal time, as exemplified by Sena using slower periods for family activities.7. **Logistics as a Superpower**: Sena Wheeler sees logistics, particularly efficient shipping, and portion control, as critical to the success of her business, emphasizing the importance of operational mastery for entrepreneurs.8. **Educational Background Pivot**: Sena's shift from a focus on nutrition to a master's degree in fish science and eventually starting her own business showcases the adaptability required of entrepreneurs.9. **Technology as a Business Enabler**: Despite initial hurdles with internet access, the importance of technology proved vital in reaching a bigger market and scaling the business effectively.10. **Environmental Responsibility**: The technique of longlining taught through Norwegian ancestry and the emphasis on proper care in processing fish not only ensures product quality but also stresses sustainable fishing practices for entrepreneurs mindful of their environmental impact. Memorable Moments00:00 Entrepreneur links Alaska fisheries and health benefits.05:22 Master's program acceptance due to fishing experience.07:15 Fishing boat in Alaska, trips to Seattle.10:07 Night shift, deck rotation, repetitive motions, full share.15:36 Son-in-law joined family business, now fishes in Alaska.16:41 Practical experience merges with geeked-out science.20:39 Balancing family, online course, and poor internet.24:07 Company considered buying plant.26:16 Dock operation involves catching, cutting, and freezing.35:11 Scaling business without adding extensive resources. Growth plans?36:34 Transition from farmers' markets to online sales.47:21 Logistics are my superpower.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2025 Glenn Harper

In this episode of Empowering Entrepreneurs, Glenn Harper and Julie Smith discuss the birth of PureTax, LLC, a company that emerged from the need to serve clients who required simple tax returns. They share their journey of identifying a market need, finding the right talent, and leveraging their experience to create systems and processes that propel their new venture forward. Identifying Ideal Clients: "And I think it really came down to being able to see the need for it and almost feeling bad that you couldn't service them, feeling bad for saying no, but at the same time being so proud that we were able to really identify the ideal client at Harper and Company because I think businesses struggle with that as well." — Julie SmithTop Takeaways1. Recognizing Opportunity: The podcast highlights the importance of recognizing opportunities in the entrepreneurial journey. It encourages entrepreneurs to seize opportunities and tackle new ventures rather than shying away from them.2. Creating Solutions: Entrepreneurs are presented with the idea of identifying problems and creating solutions, such as the case of establishing PureTax to meet the specific needs of clients who require simple tax returns.3. Talent Acquisition: The podcast discusses the challenges entrepreneurs face in building a team and the significance of finding individuals who share the same vision, mission, and core values as the company.4. Embracing Change: It emphasizes the notion that change is constant in the entrepreneurial world and that successful entrepreneurs are those who adapt, pivot, and learn from every situation, whether it leads to success or failure.5. Process Implementation: Entrepreneurial success hinges on the implementation of effective systems and processes. The ability to refine and replicate these systems from previous ventures can expedite the launch and success of new initiatives.6. Client-Centric Approach: Entrepreneurs are encouraged to prioritize creating tailored solutions for their clients, as demonstrated by the establishment of PureTax, which aims to provide accessible and transparent tax services with year-round support.7. Learning from Peaks and Valleys: The podcast emphasizes the importance of learning from both successes and setbacks, embracing the highs and lows of the entrepreneurial journey, and leveraging these experiences for growth.8. Ready, Fire, Aim: Taking calculated risks and making decisions promptly is highlighted as a crucial aspect of entrepreneurship. The podcast advocates for entrepreneurs to pursue their ideas and innovations, acknowledging that setbacks are a natural part of the process.9. Building on Experience: The importance of leveraging previous business experiences to provide a foundation for new ventures is emphasized. The podcast illustrates how knowledge gained from past endeavors can be instrumental in successful new business launches.10. Transparent Branding: The importance of transparent and inclusive branding is underscored, particularly in establishing a clear and approachable identity for newer ventures, as seen in the naming and positioning of PureTax to signify its simplicity and accessibility.PureTax, LLCRunning a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2025 Glenn Harper

What motivated our guest to transition from a career in teaching to real estate investing, and what can you learn from his career shift?Welcome back to Empowering Entrepreneurs. In this episode, Julie and Glenn have a truly motivating episode as they're joined by Dan Gomer, an individual whose entrepreneurial journey is as inspiring as it is educational.Dan, a former middle school teacher, took a leap of faith from the classroom to the competitive arena of real estate. He shares the trials and triumphs of his transition, his passion for selling the American dream of home ownership, and the hard lessons learned from his initial foray into property flipping that didn't go as planned. Despite facing significant setbacks and even burnout, Dan's resilience saw him pivot to traditional real estate and ultimately find a balance between production and his true passion: coaching and teaching.Julie and Glenn dive deep into Dan's background, from his days doing manual labor that sparked his creativity, to his efforts to improve father-son relationships with an innovative playground project in Colorado. Dan also touches upon the importance of mentorship, the power of being coachable, and the refreshingly candid perspective that came from losing it all and starting anew.We explore how Dan's formative years influenced his drive to mentor others, his return to the realm of education in a non-traditional capacity, and how writing has become a therapeutic outlet for him, resulting in four published books, which he generously offers to our listeners.Prepare to be empowered as Dan candidly discusses the need to cherish the journey, simplify the process, and enjoy the moment, all while making the world a better place. Top TakeawaysDan's move from being a middle school teacher to becoming a successful real estate investor and coach can inspire listeners to consider career changes that align more closely with their passions and skill sets.The importance of continuous learning, whether through formal education at institutions like the University of North Colorado or through practical experiences and self-directed learning.Dan acknowledges he lacked a direct mentor but benefited greatly from those who provided tools and insights, underscoring mentorship's impact on personal and professional development.The value of having a coach or therapist to help navigate challenges, indicating that even successful entrepreneurs can benefit from professional guidance.The importance of being teachable and hungry for success, which can be crucial traits for anyone looking to grow and succeed in entrepreneurship.Cherishing the journey and not just the end goals serves as a reminder to entrepreneurs to appreciate their growth and achievements along the way.Setbacks can be pivotal learning opportunities that contribute to eventual success.Transitioning from a sole focus on making money to creating a more balanced and sustainable business that aligns with one's values and allows for family time.Explore reflective practices like journaling to align beliefs with actions and to process experiences.Entrepreneurial skills can have a profound impact when applied to teaching and mentoring, potentially leading to broader societal changes.PureTax, LLC Memorable Moments00:00 UNC education led to construction work experience.05:08 From real estate to education with confidence.07:16 Committed to improving education and retaining talented educators.12:46 Married 20 years, now focused on real estate.16:26 Entrepreneurship requires perseverance, risk, and commitment.20:06 Transitioned to team-building, less individual production.23:28 Did anyone mentor you? Balloon guy's impact.26:22 Seeking mentorship, coaching, and therapy for support.29:10 Seeking people open to change and growth.31:55 Simplify and enjoy the journey, learn from struggle.35:20 Mindset is key for business success. Personal growth.38:19 Reflecting on preaching and living up to standards.42:48 Create a playground coaching program to promote generational change.44:33 Enjoy the journey, not just reaching mountain top.Learn more about Dan Gomer on his website.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2025 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

Our guest didn’t have a mentor when starting his business. How did he navigate the challenges, and what advice would he give to new entrepreneurs seeking guidance?Welcome to another insightful episode of Empowering Entrepreneurs, with an incredible conversation with Matt Remuzzi from CapForge. Matt shared his inspiring journey from writing business plans to revolutionizing bookkeeping, proving that with persistence, innovation, and a customer-first approach, success is not just a possibility, it's inevitable.His entrepreneurial spirit, rooted in a legacy of business ownership and fueled by an aversion to the constraints of corporate culture, has led to the triumphant rise of CapForge. Matt's advice? Focus on relationships, listen to your clients, and always be coachable. Remember, it's not just about the numbers; it’s about creating value and understanding the story behind them. Entrepreneurial Principles: "I mean, it wasn't that I was against working with other people. And, obviously, you hit a ceiling pretty quick as a one man business. But I didn't wanna have to enforce stupid rules or, You know, do things that I didn't feel like, made a lot of sense." - Matt RemuzziTop TakeawaysMatt Remuzzi's journey highlights the quintessential entrepreneurial drive, beginning from his college days and influenced by his grandfather's business endeavors. Aspiring entrepreneurs are encouraged to draw from his persistence and determination to succeed.Remuzzi's story teaches the importance of adaptability and persistence. Entrepreneurs should be prepared to pivot their business model when necessary and understand that success often requires steadfastness through challenges.Matt's approach to bookkeeping—separating teams for new clients and ongoing clients—illustrates the value of innovative structures within a business to effectively manage workloads and improve client service.Successful entrepreneurship, as evidenced by CapForge's philosophy, hinges on strong customer relationships and a value offering that extends beyond standard services.Focus on hiring individuals with exceptional customer service abilities and personalities that fit the company culture to build a committed and efficient team. Remuzzi believes a respectful work environment and employee appreciation are key to retention.Entrepreneurs like Remuzzi who did not have a mentor emphasize the necessity of continual learning and growth. Mistakes and lessons learned are powerful tools for improving business acumen and operations.Remuzzi regrets not integrating tax services into his business earlier. A comprehensive suite of services can provide added value to clients and enhance business growth.Considering future transitions such as employee stock ownership plans (ESOPs) reflects a commitment to employee empowerment and long-term business sustainability, worthy of consideration for growing businesses.The importance of working with clients who are open and coachable is highlighted, pointing to the necessity of selective client acquisition strategies aimed at long-term engagement and mutual growth.Entrepreneurs must navigate the complexities of scaling a business, including managing employee workloads and transitioning from daily operations to focusing on strategic growth and even planning an exit strategy.Memorable Moments00:00 Entrepreneur Matt Ramuzzi offers accounting expertise.04:27 Entrepreneurship in family, but discouraged by father.06:57 Reluctant to enforce rules, focused on team.11:04 Struggled with different jobs, then became consultant.14:42 Pivoted from writing plans to developing software.19:19 Morphed into psychiatrist role, built rapport, successful.20:13 My experience suits the role and expertise.23:14 Valuing people, setting clear expectations, hiring selectively.26:19 Bookkeeping split into new client and ongoing team.32:00 Regret for neglecting tax, impacting business success.35:09 Delegating is my superpower for success.37:33 Promoted co-CEOs and considering future transitions.39:56 Entrepreneurial journey brings options for future ventures.Matt Remuzzi grew up in a thriving neighborhood peppered with professionals from the movie and film industry near San Fernando Valley and LA proper. The community was small yet affluent, fostering an upper-middle-class lifestyle that provided Matt with a solid foundation and a good education. He later channeled his academic pursuits toward higher learning at the University of California San Diego, where he completed his undergraduate studies. His thirst for knowledge and a drive to innovate propelled him to San Diego State University, where he earned his MBA with a keen focus on entrepreneurship, a pathway that aligned with his ambitions and aspirations for the future.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2025 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/

How did our guest's experience in Budapest and his involvement in the family's business venture shape his understanding of international business, cultural dynamics, and overcoming obstacles in a foreign market?We've got a special guest on the episode – Eugene Gershman, the big boss at GIS Development and GIS Residential Construction. We're diving into his story, from growing up in Moscow to making moves in the US real estate scene. Get ready to hear about his hands-on approach, his plans for the future, and how his family has shaped his hustle. Tech Startup Dreams: "I've wanted to create some new efficient and computerized, trading and investing platform, and it all sounded great. Yeah. I was thinking like this like a tech startup, here in Seattle."— Eugene Gershman (EG)Key Takeaways1. Family Influence: Eugene's upbringing in an entrepreneurial environment and his father's successful business in Russia significantly influenced his career path and approach to entrepreneurship.2. Adaptability: Eugene's experience of moving to the US, learning English, and assimilating to American culture reflects the importance of adaptability in navigating challenges and pursuing entrepreneurial opportunities in new environments.3. Confidence and Resilience: Overcoming skepticism and stereotypes in the real estate industry, Eugene learned to project confidence and dress professionally to earn respect, highlighting the importance of resilience and self-assuredness in entrepreneurship.4. Hands-On Leadership: Eugene's hands-on approach to project management and decision-making emphasizes the importance of understanding Excel models and actively engaging in the operational aspects of the business.5. Embracing Challenges: As an entrepreneur, Eugene embraces challenges, viewing them as opportunities for growth, problem-solving, and innovation, exemplifying the mindset necessary for navigating business obstacles.6. Learning through Experience: Eugene's journey of learning about technology and computers through trial and error reflects the value of experiential learning and embracing curiosity in entrepreneurship.7. Strategic Partnerships: The focus on strengthening partnerships with property owners and enhancing fundraising capabilities underscores the significance of strategic alliances and financial acumen in real estate development.8. Entrepreneurial Vision: Eugene sees himself as an artist and visionary, emphasizing the importance of passion, creativity, and a team that enjoys challenges in driving entrepreneurial endeavors.9. Persistence and Patience: The challenges faced in Budapest, including obtaining building permits and navigating local politics, demonstrate the need for persistence and patience when overcoming obstacles in international business ventures.10. Succession Planning: The consideration of future exit strategies and the potential evolution of a project-dependent business into an ongoing, saleable enterprise highlights the importance of long-term planning and succession in family businesses.PureTax, LLC Memorable Moments03:30 Learning English, adapting to American culture.09:17 Struggled with English and ended up with economics as a major.11:21 Evening student launches tech startup, Hungary construction branch.14:46 Navigating between English and Russian for staff.20:02 Evaluated property, planned project, partnership, development, architect hired.25:10 Learned about computers naturally through curiosity and experimentation.26:18 Entrepreneurs need a fearless, adaptable mindset.32:06 Family business impact on entrepreneurial tendencies discussed.34:26 Navigating journey, seizing opportunities, considering future options.37:09 Real estate development appeals to various investors.42:44 GIS companies focusing on property development and marketing.Eugene Gershman (EG) is an innovative entrepreneur and business leader. During his MBA studies, he developed a vision for a new type of broker-dealer and investing platform. However, a surprising opportunity arose when his father introduced him to a project in Budapest, Hungary. Eugene seized the chance to set up a branch of his family's construction office in Budapest, embarking on an unexpected and exciting new chapter in his professional journey.Running a business doesn’t have to run your life.Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2025 Glenn Harper https://creativecommons.org/licenses/by-nd/4.0/