Security First In Your Business

Steve Rogers

– Security First In Your Business with Steve Lewis Episode 015 Steve Rogers

Steve Rogers is owner of TriaSphere IT Solutions, LLC in Greenville, SC. He founded the company in 2003. Their IT services for businesses include hardware and software upgrades, PC cleanup and virus removal, backup solutions, and VoIP and hosted PBX solutions. Steve’s community involvement includes serving for several years as chairman of the Fountain Inn Planning Board. He was recognized as Citizen of the Quarter in Fountain Inn in 2015. 

Here are some of the topics covered on this week’s show:

●     Setting up plans to secure data

●     The importance of selecting an IT solutions company for your business

●     Creating a plan for your hardware, software, and data

Connect with Steve:

Steve Rogers

TriaSphere IT Solutions

33 Market Point Drive

Greenville, SC 29607 USA

(864)420-0848

https://www.triasphereit.com/

 

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Tracee Anderson

– Security First In Your Business with Steve Lewis Episode 014 Tracee Anderson

Tracee Anderson is a certified public accountant, and owner of Tracee G Anderson, CPA, LLC, in Simsponville, SC. They are full service, but specialize in tax and business advisory services. Lately, they have expanded their audit division, both for profit and nonprofit. They also offer bookkeeping services and, of course, individual and corporate tax preparation.

Listen to this inspirational Security First Podcast episode with Tracee Anderson about how to protect yourself in the 3 phases of business: setup, operation, and exit.

Here are some of the topics covered on this week’s show:

●     Setting up a relationship with reliable professionals

●     Common financial mistakes business owners make

●     The importance of networking

Connect with Tracee Anderson:

Tracee Anderson

1997 West Georgia Road

Simpsonville, South Carolina 29680

(864) 881-1808

https://tgaaccounting.com/

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Curtis Rush

– Security First In Your Business with Steve Lewis Episode 013 Curtis Rush

Curtis Rush is a career banking and financial services professional with 25 years of experience. He serves as Vice President at Synovus Bank in Greenville, SC. As a Small Business Banker, Curtis has a passion for learning about his customers’ businesses and offering banking services and financial advice to help them operate more efficiently, save money, and grow sales and profits. 

Listen to this inspirational Security First Podcast episode with Curtis Rush about small business banking.

Here are some of the topics covered on this week’s show:

●     Benefits of working with a business banker

●     The risks of fraud in businesses

●     The small business banker relationship

Connect with Curtis:

Curtis Rush

Synovus Bank

2800 Wade Hampton Boulevard, Taylors, SC 29687

(864) 322-1504 (Office)

(864) 404-8207 (Cell)

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‘JT’ Jim Tatem is the President and Lead Broker of Transworld Business Advisors of Asheville, Greenville & Spartanburg. His team excels in helping business people buy, build and sell the business of their dreams. JT has developed into an engaging keynote speaker, business coach and practical teacher for entrepreneurs.

– Security First In Your Business with Steve Lewis Episode 012 Jim Tatem

Listen to this inspirational Security First Podcast episode with Jim Tatem about the business of selling, buying and building franchises.

Here are some of the topics covered on this week’s show:

●      Setting up a system people can follow for your business

●      Correcting common business mistakes

●      Expertise on selling businesses

Connect with Jim:

Jim Tatem

Transworld Business Advisors

West Palm Beach,

Florida 33411

(864) 315-8998https://www.tworld.com/

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Matt Foster is the Greenville Property Manager at Spencer Hines Property Management. His experience in the residential and commercial rental market has helped notable clients drive efficiency, growth and profitability with their rental investments. – Security First In Your Business with Steve Lewis Episode 011 Matt Foster

Matt pays special attention to building the best relationships with his clients, and keeping their best interests in mind. He shares his insights on his client’s common mistakes, professional networking, and more. Listen to this inspirational Security First Podcast episode with Matt Foster about the benefits of working with a property manager. 

Here are some of the topics covered on this week’s show:

●      Stresses of renting real estate●      How technology has brought simplicity to the tenants and owners ●      Benefits of working with property management

Connect with Matt:

https://www.spencerhines.com/matt-foster

Matt FosterSpencer/Hines Properties 245 N. Main St., Suite 201

Greenville, SC 29601

(864) 444-0022

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Lisa Nason is the Managing Shareholder in Nason Accounting, LLC.. She specializes in tax compliance and tax consulting services primarily to small and mid-sized businesses, as well as individuals, including professional athletes and those with international issues. She can also provide assistance with tax audits, income, sales & use, and property tax returns.

Lisa grew up in Simpsonville, attending Mauldin High School, and later Clemson University. She graduated from Clemson University with a Bachelors degree in Management and a Masters degree in Accounting, specializing in taxation. She started her public accounting career with KPMG working there for nine years before moving over to Deloitte & Touche. Upon leaving Deloitte in 2003, Lisa spent a few years in industry as the Tax Director for NewSouth Communications, which later became NuVox Communications. But in 2006 she returned to her first love, public accounting, and opened her own firm, Nason Accounting, LLC.

On a personal note, Lisa is President of the Tajh Boyd Foundation Board of Directors, a diehard Clemson fan, loves to travel and scrapbook, and spending time with her family. At the moment she is the quintessential soccer mom.

– Security First In Your Business with Steve Lewis Episode 002 Lisa Nason

Lisa takes personal pride in exceeding their clients’ expectations. Lisa will share that innovative and effective planning is much more than just filing each year’s return. She understands how a heavy tax burden negatively affects a business’s cash flow.

Listen to this inspirational Security First Podcast episode with Lisa Nason about how she helps her clients’ business more successful so that they are better positioned to meet their goals. She also talked about how she strives to help her clients keep more of their money to take over the mundane day to day accounting tasks so her clients can spend their time doing the things that they enjoy.

Here are some of the topics covered on this week’s show:

● Why taxes are an obligation and how they should be part of one’s financial strategy

● How she can help businesses identify the areas that are negatively affecting profitability and growth

● How a heavy tax burden negatively affects a business’s cash flow

● How to make the tax process as convenient and pain-free as possible

Links Mentioned:

Nason Accounting - https://www.nasonaccounting.com

233 Adley Way inside the Woodruff Rd. Corporate Center in Greenville

Lisa Nason is the Managing Shareholder in Nason Accounting, LLC. She specializes in tax compliance and tax consulting services, primarily to small and mid-sized businesses, as well as individuals, including professional athletes and those with international issues.  Josh Capps is a CPA at Nason Accounting who specializes in business compliance and tax planning.

 

    

 – Security First In Your Business with Steve Lewis Episode 010 Lisa Nason and Josh Capps

 

 Lisa and Josh take personal pride in exceeding her clients’ expectations. They will share that innovative and effective planning is much more than just filing each year’s return. They understand how a heavy tax burden negatively affects a business’s cash flow. Listen to this inspirational Security First Podcast episode with Lisa Nason and Josh Capps about how they help their clients’ business be more successful.

 

 Here are some of the topics covered on this week’s show:

●   How the obligation of taxation fits into your financial strategy

●   How businesses can identify the areas that are negatively affecting profitability and growth

●   How a heavy tax burden negatively affects a business’ cash flow

●   How to make the tax process as convenient and pain-free as possible

 Links Mentioned:

 https://www.nasonaccounting.com

 

Lisa Nason Josh CappsNason Accounting, LLC233 Adley WayGreenville, SC 29607(864) 297-7742 p(864) 297-7746 [email protected]

[email protected] 

 

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Thomas Sinclair – Security First In Your Business with Steve Lewis Episode 008 Thomas Sinclair

 

THOMAS G. SINCLAIR is a shareholder with the law firm of Thomas, Fisher, Sinclair & Edwards, P.A. in Greenville, South Carolina.  He practices in the areas of taxation, estate planning, trusts and estates, probate, employee benefits, pension and profit-sharing plans, partnership, limited liability company and corporate law, mergers and acquisitions, and nonprofit and tax-exempt organization law.  He is listed in The Best Lawyers in America in the fields of Taxation Law and Trust and Estate Law. Listen to this inspirational Security First Podcast episode with Thomas Sinclair about the legal side of owning your business and how to plan your LLC and ensure that your business is protected.

Here are some of the topics covered on this week’s show:

 

●      Beneficiary Designations for your company●      Incorporating property or a lease agreement into your LLC●      Ensuring you have the proper insurance coverage for your business 

Connect with Thomas:

Thomas SinclairThomas, Fisher, Sinclair & Edwards, P.A.104 S. Main St., Ste. 701Greenville, SC 29601(864)-326-0424  

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Lauren Ward – Security First In Your Business with Steve Lewis Episode 008 Lauren Ward

Lauren is an attorney with A Business Law Firm in Spartanburg, and is an active member of the Downtown Spartanburg Rotary Chapter, the Spartanburg Estate Planning Council, and United Way of the Piedmont Young Leaders. Lauren thrives on assuring her clients are able to protect their assets and their families by taking appropriate legal measures in setting up their personal estates and setting up their businesses. Listen to this inspirational Security First Podcast episode with Lauren Ward about how to protect your personal assets and your legacy by creating an LLC and limiting your personal liability when it comes to running your business. 

Here are some of the topics covered on this week’s show:

 

●      The importance of and benefit to having annual business checkups with your attorney.●      The vital components to creating an LLC to assure that your business is an entirely separate entity, and that you have addressed all the key factors needed to successfully start your business.●      Knowing what your weaknesses are and hiring the appropriate people to cover those tasks.

 

Connect with Lauren:

Lauren Ward

A Business Law Firm, LLC

1989 South Pine Street

Spartanburg, SC 29302

(864) 699- 9801

https://abizlaw.com

 

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John Scully – Security First In Your Business with Steve Lewis Episode 007 John Scully

John Scully is a business attorney who serves clients in forming businesses or representing existing businesses who are in need of contract-related services, as navigating litigation or helping business owners plan to avoid litigation through lawful means, to protect their personal wealth.  Listen to this inspirational Security First Podcast episode with John Scully about how to protect yourself in the 3 phases of business: setup, operation, and exit.

Here are some of the topics covered on this week’s show:

●      Setting up a Limited Liability structure for your business to limit personal liability●      Selecting insurance to retain counsel if things do go wrong●      Creating an exit plan for your business to protect your personal estate 

Connect with John:

John ScullyBrumback & Langley531 South Main Street

Suite 307

Greenville, SC 29601

(864) 326-0424https://brumbacklangley.com/ 

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