Balance Your Books

In this episode, we dive into the real-world lessons behind major business expansions, including the rise of Pinky Cole’s Slutty Vegan and Uncle Nearest’s whiskey empire. Learn why rapid growth often leads to financial storm clouds and how to navigate funding with clarity — whether through debt, equity, or franchising. We break down the importance of forecasting, the dangers of personal guarantees, and how to evaluate valuation versus actual cash value before making major moves.

The podcast episode "explores the journey and challenges faced by Uncle Nearest, a luxury liquor brand founded by Fawn Weaver. The hosts, Kina and Kimberly, discuss the brand's growth, its historical significance, and the financial hurdles it encountered, including issues with debt financing and receivership. They emphasize the importance of financial transparency and accountability in business, sharing insights on how small businesses can learn from Uncle Nearest's experience. The episode also touches on the significance of external audits and the need for business owners to stay informed about their financials to avoid potential pitfalls.

Most entrepreneurs overlook the crucial steps that can make or break their business growth — but what if mastering cash flow, strategic hiring, and solid systems was simpler than you think? This episode uncovers the game-changing insights from a podcast pick that perfectly echoes our advice for taking your business to the next level.You’ll discover:The importance of weekly cash flow tracking and how simple tools can prevent financial surprises.Why having the right team aligned with your vision is essential — and when to hire.How foundational operational, financial, and HR systems prepare you for scalable success.The dangers of over-hiring before your cash flow supports it, and the risks of self-funding until you’re ready.Real-world tactics for managing online sales tax in multiple states, and why infrastructure is non-negotiable for growth.

Kina and Kimberly discuss small business optimism for 2026, based on a Bank of America survey. They cover topics like tariffs, labor, AI, inflation, cash flow, and actionable programs for small business owners.

In this episode of Balance Your Books, we conclude our tax preparation discussion with the "So What" of your tax returns. Kimberly and Kina (April is on assignment) discussed the importance of timely tax filing, leveraging business income for funding and some critical year-end tax requirements. As always, please consult your tax professional for information specific to you and your business.

In this episode of Balance Your Books, we continue our discussion of tax preparation. We tap into LLCs and S-Corps and the importance of self-employment tax. April, Kina and Kimberly get into a very detailed discussion based on their experiences with clients and their own taxes. We also discuss the requirement to pay yourself if you’re an S-Corp owner. Please consult your tax professional for information specific to you and your business.

In this episode of Balance Your Books, we’re ushering in The Most Wonderful Time of the Year -tax preparation…NOT! In part 1 of this 3 - part series, we discuss deductible business expenses as you get ready to face the IRS in 2026. We’ve touched upon these tax tips in previous podcasts, now we’re going deeper. 

In this episode of Balance Your Books, we’re keeping it real about walking the talk. When the cost of producing this very podcast went up unexpectedly, we had to pivot—fast. We’re also touching on the current government shutdown and how it’s affecting healthcare subsidies, especially for small businesses and entrepreneurs. It’s a timely reminder that planning, awareness, and adaptability aren’t just things we tell our clients—they’re how we run our own business too.

In this episode of Balance Your Books, we’re getting into the why behind your business—and what you're doing to reach your goals. Are you clear on what you want to accomplish? Have you built an annual budget or mapped out a five-year forecast? It’s not enough to plan once and hope for the best. We’re talking about reviewing your financials monthly to stay on track, and setting time aside each year to reflect, reset, and realign your goals. Because building a business takes more than hustle—it takes intention, discipline, and a plan that evolves with you. 💼📊

In this episode of Balance Your Books, we’re digging into the difference between risky and strategic. Growth doesn’t come without a little courage—but it’s not about jumping without a plan. It’s about taking calculated risks backed by real numbers and clear insight. We’re talking smart investments, intentional decisions, and knowing the consequences before you commit. Because fear can cost you opportunities—but so can moving blindly. Let’s find the balance. 💼📊💡