Empowering Entrepreneurs

Glenn and Julie have the pleasure of chatting with the amazing Dr. Christopher H. Loo from the Financial Freedom for Physicians podcast. Together, they explore the entrepreneurial journey, focusing on how doctors and other incredibly talented folks dive into the business realm. It is a super informative discussion, full of useful tips, down-to-earth advice, and some really interesting ideas to help entrepreneurs like you make your way through the ups and downs of building and expanding your own successful business. 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.Empowering Moments00:00 Realizing the shift from task to business.06:19 Honest conversations with trusted team for entrepreneurs.09:39 Define vision, roles, and communicate for success.12:39 Professionals need business skills beyond their expertise.14:05 Understanding and communicating with entrepreneurs and spouses.17:48 Understanding the importance of charging in business.20:23 Fiercely protect and build a successful culture.Empowering TakeawaysThe importance of entrepreneurs (especially physicians) stepping aside from trying to handle every aspect of their business themselves. Hiring a competent team can significantly accelerate success.Shift the focus from merely performing tasks to actively managing and growing the business. Building an organization that can flourish independently of the entrepreneur is key.Cultivate a reliable team both internally and externally (advisors and mentors) who offer honest feedback and support, essential for business growth and personal balance.Foster a culture of open and honest communication within the business. Ensure that every team member understands their role and is aligned with the company's overarching goals.Track and measure financial data accurately. Entrepreneurs need real-time data to make informed decisions, rather than running their businesses blindly or from a checkbook.Recognize and address the isolation many entrepreneurs feel. Building a supportive community around entrepreneurial struggles and successes can mitigate this feeling.Engage actively with spouses or significant others in the entrepreneurial journey. Ensuring they are informed and supportive can greatly enhance an entrepreneur's ability to succeed.Professionals, including physicians, should confidently charge fair value for their services. Understand your worth and balance your desire to help others with the need to sustain your business.Establish and fiercely protect a positive and constructive company culture by defining core values, ensuring everyone understands their roles, and addressing toxic influences quickly.Embrace the notion that running a business is a continuous learning process. Allow grace for mistakes along the way and remain flexible and adaptable to evolving circumstances.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/

Glenn Harper and Julie Smith have an inspiring discussion with successful CPA and entrepreneur Phil Yeager about his incredible journey. Phil shares his struggles and successes in his journey, and what it took to turn his vision into a successful business. He also provides invaluable lessons he has learned along the way, from pivoting to teaching classes online to finding the right employees. Hear inspiring advice from Phil on how entrepreneurs can overcome the valleys and reach the peaks.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

Kelli Risse is a mindset coach, stress management coach, and speaker who has a master's degree in dance education was an elementary educator for 15 years and started a direct sales health and wellness business before beginning her own coaching business.Kelli created a weekly porch dance routine during the 2020 pandemic to bring joy to her community and left teaching to pursue a career in direct sales and eventually start her own business. Kelli believes that the current generation needs to be taught how to use stress in a positive way and to be resilient. Overcoming her fear of what other people would think of her by surrounding herself with like-minded people and mentors, Kelli found it difficult to adjust to working alone and had to find ways to stay motivated and productive.Kelli also believes that marketing is more important than selling and that there is no endgame for entrepreneurs. Her superpower is asking the right questions to help people make the changes they want in their lives, which she does by helping her clients get rid of limiting beliefs and inner conflicts. Kelli offers a one-day deep dive breakthrough and a complimentary 30-minute strategy session to help people with their goals.It is an inspiring conversation, and we are so glad we had the opportunity to speak with Kelli. www.riseupandlivewellness.comRunning 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

We had a couple of interesting things happen over the past week. A few articles came out and they just kind of corroborated some things that we hear our new clients say when they come into our advisory office. One of them is that 70% of entrepreneurs and small business owners do not have an accountant.Most entrepreneurs handle "the books" themselves. But what it comes down to is that even if you can type in data, are you putting it in the right spot? Is it going to generate a report that's going to tell you something that's relevant?If you're just entering data into a program and then you just enter that in your tax return, of course, that is a function that needs to be done. But if you're not interpreting that, if you're not looking at things and trying to find out what our margin really is, say, are you really profitable in this division? What are you really making a profit at? Why are these expenses higher or lower? Are you the right entity type? What's your tax situation?This happens if you're just literally throwing data against the wall and then doing a tax return. And as an entrepreneur and you don't even know if it's in the right category, how can you possibly assess how your business is doing?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

It's a new year and a new beginning for all of us as entrepreneurs. Here's our opportunity to start the year in the right direction.In this episode, we talk about the importance of planning and goal setting, the benefits of engaging with and seeking advice from trusted advisors, and how to create and implement a personal and business manifesto. We dive into the unique challenges and rewards of entrepreneurship and empower aspiring entrepreneurs to take action and bring their vision to life. We hope you will walk away with the knowledge and motivation to make the most of your entrepreneurial pursuits in the new year and beyond.Empowering Moments00:00 Podcast interviews entrepreneurs who provide valuable insight.05:12 Engage trusted advisors for a broader business perspective.07:06 Strategizing involves shared brainstorming and accountability.10:07 Plan, purpose, and leadership drive success.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.Empowering Takeaways1. **Yearly Review**: - Importance: Take time to review the previous year’s financials and operations. - Actionable: Assess revenue sources, profit margins, expenses, and taxes.2. **Operational Efficiency**: - Importance: Ensure your organization runs lean and efficiently. - Actionable: Evaluate if the right people are in the right roles to maximize strengths and minimize weaknesses.3. **Comparative Analysis**: - Importance: Use year-to-year comparative statements to understand trends. - Actionable: Identify areas of improvement or growth by comparing multiple years' financials.4. **Personal and Professional Goals**: - Importance: Plan both personal and professional goals for the upcoming year. - Actionable: Think about improving as an individual, including health, leadership, and personal roles.5. **Detailed Planning**: - Importance: Create a concrete plan with specific goals and timelines. - Actionable: Write down 30-, 90-, and 120-day goals and share them with trusted advisors or accountability partners.6. **Engage Trusted Advisors**: - Importance: Utilize a team of professionals (CPA, financial advisors) to offer different perspectives. - Actionable: Regularly consult with advisors to identify blind spots and opportunities for improvement.7. **Time Management**: - Importance: Entrepreneurs must prioritize time to plan, review, and execute. - Actionable: Dedicate a few hours for high-level strategic planning to avoid being stuck in everyday tasks.8. **Delegation**: - Importance: Recognize what tasks can be delegated to free up time for strategic thinking. - Actionable: Identify team members or external resources to handle non-essential tasks.9. **Execution of Plans**: - Importance: A well-thought-out plan is useless if not implemented. - Actionable: Commit to executing the plan with regular reviews and adjustments as needed.10. **Positive Mindset and Manifestation**: - Importance: Believe in your goals and manifest success through written and shared plans. - Actionable: Maintain a proactive approach, writing down goals, and visualizing success to stay motivated and focused.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/

As we enter into season 2 of our podcast, we enjoy getting feedback from you, our listeners, that you are getting value from our great guests sharing their stories on their "how," their "why," and their "would, could or should haves." It's been a great experience for us to sit across the table or sit on a Zoom call with them and really watch people have "aha moments." Because as entrepreneurs, we don't necessarily have time to sit back and reflect or have awareness of where we were and where we are. We've really made our guests take a moment, reflect, and be able to have those "Wow, I really did that" moments.And we know this is probably the only time that our guests don't have their phones on and working when they're doing the podcast with us. So they literally do have to focus and reflect.Thanks for a great season 1 in 2022, and we look forward to bringing you more insights on Empowering Entrepreneurs during season 2 in 2023.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

From medical supply sales, to now interior design, Maura's entrepreneurial journey is one to learn from. As Maura notes, "Know that there's a whole world out there of other things you can do. You just have to be committed to that and to learning those businesses."We welcome Maura Ginnobile, the owner of The Home + Haven Co and Everwoods Cabins Rentals.Her start in medical supply sales (which she hated but loved the money), led her to her entrepreneurial career in interior design. And what a start - right before the COVID shutdown.She is now to a point, being a serial entrepreneur with her husband, adding staff. She talks about how she is approaching this, all the while keeping her brand strong. And how growing the team can be difficult.She is now delegating her work to accommodate what is important to her, her family, and her life. But when you gain the time, how do you NOT fill it with more business craziness?Brand building is a major part of both businesses. She goes into detail on how she has been true to her branding, all the while growing her businesses.Her superpower? Disarming personality, and great listener. These are two key traits that make a great interior designer.https://www.thehomeandhavenco.com/https://www.theeverwoods.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.Copyright 2025 Glenn Harper

Today’s business landscape for entrepreneurs is complex and changing. Navigating and maneuvering it is critical. Having a mentor provides an opportunity for guidance and advice that will allow you to take on entrepreneurial opportunities that you otherwise may not have.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

A big thanks to Ernie Villany from Boulder Valley CPAs for spending time with us on this episode.Little known fact - he appeared on Late Night with David Letterman not once, but twice!Ernie talks about his big move from NY to Colorado. It was a big chance, and he had lots of chances for it not to work - but he talks about HOW he made it work.Did you always want to be an entrepreneur? - According to Ernie, it was hard to avoid, as it was always a family thing.What would he say makes him successful in what he does? Advising his clients is key to his firm, but his days working for the IRS has been priceless.You can't do it all yourself (although that is what got him to where he is today). Ernie talks about when he finally recognized he couldn't do it all himselfOne of the most important parts of recognizing you can't do it all by yourself is when you surround yourself with people "that are smarter than you."What was your biggest fear when making that transition to being an entrepreneur?So what is Ernie's superpower? Nope, not being the go-to CPA for David Letterman, as most would think - it's just being honest with his clients.We all have an end game - or will have one - what is Ernie's?Don't miss hearing from Brittany from his firm, on our Working Moms podcast episode.And here is Ernie on Late Night with David Letterman.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 a recent Barna survey, working mothers shared that they are feeling overwhelmed, navigating workplace shifts, and desiring time to prioritize self-care.So we thought we talk to a group of working moms (and their kids!).We talk with...Nicole Thousand, from Thousand CPAJanel Sykora, from Thought Leader CreativeRebekah Scott, from Rebekah Scott DesignsBrittany Casarez, from Boulder Valley CPAsand our own Julie SmithRunning 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