Systems Simplified

Jeremy Slate is the Founder of the Create Your Own Life Show, where he interviews the highest performers in the world. On iTunes, Jeremy's podcast was ranked #1 in the business category and #78 in the top 100. It was also named a "top podcast to listen to" by Inc. Magazine in 2019, and Jeremy was recognized as a "millennial influencer to follow" in 2018 by BuzzFeed. After his success in podcasting, Jeremy and his wife, Brielle, founded Command Your Brand, a podcast public relations agency that helps visionary founders use the power of podcasts to change the world. In addition to this, Jeremy is a contributing editor of New Theory Magazine and Grit Daily News.

Public relation campaigns can be extremely influential for businesses looking to raise awareness and drive traffic to their brands. But, unknown to many business owners, PR strategies should be systemized and documented to have the biggest impact. With an effective process, these strategies can play an important role in driving value to your company for years to come.

Jeremy Slate, the Founder of Command Your Brand, advises business owners to systemize their PR campaigns — especially if they're looking to raise awareness by speaking on podcasts. Through his company, he helps visionary entrepreneurs appear on more influential podcasts to increase their visibility and grow their businesses.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Jeremy Slate, the Founder of the Create Your Own Life Show and the Co-founder of Command Your Brand, to discuss his strategies for systemizing public relation campaigns to boost awareness and expand your business. Jeremy shares his tips for speaking on influential podcasts and explains how to drive value as a podcast guest. He also talks about his valuable "small pond" PR strategy. Stay tuned.

Joshua Keene is an accredited Insurance Advisor at Elliott, Powell, Baden & Baker, an independent insurance agency based in Portland, Oregon. Joshua helps local businesses protect their people, profits, and public relations through creative risk management and commercial insurance solutions for the manufacturing, technology, and construction industries. He is also a regional expert on cybersecurity threats and how to insure against them.

Has your business ever suffered losses due to avoidable circumstances? What if there were simple systems that you could implement to protect your company from future risks? If you're ready to take that step, Joshua Keene has some advice for you.

Businesses can suffer losses from various different sources, including cyberattacks, car accidents, property damages, legal lawsuits, or even theft. These pose a huge risk to businesses, and failure to protect against them could lead to even bigger financial losses. According to Joshua, investing in the right systems is the key to identifying these risks and preventing costly losses.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Joshua Keene, an Insurance Advisor at Elliott, Powell, Baden & Baker, to explain how to mitigate risks and prevent losses at your business using effective systems. They discuss how the right systems can help you avoid cyber attacks, why you should always document your hiring process, and Joshua's tips for encouraging employees to implement and follow company policies. Stay tuned.

Shannon Mackey is the Co-founder and CEO of Roadside Dental Marketing, a leading agency that builds and markets cutting-edge dental and medical websites. Throughout her 20 years of marketing experience, Shannon has helped small business owners grow their monthly customer numbers by 50%, triple their online visibility, and expand their businesses. She is also the Co-founder and CEO of HipCat Society, a company that offers internet marketing resources, tools, analytics, and inspiration.

What strategies do you use to market your business? Do you have systems in place to make the marketing process easier for your team? If not, Shannon Mackey has some strategies to help you.

With over 20 years of marketing experience, Shannon knows that marketing a business does not have to be tedious, disorganized, or expensive. That's why she created HipCat Society: to make it easier to systematize marketing for all types of businesses. With HipCat Society, Shannon and her team help businesses create an effective marketing strategy that leads to increased sales and revenue.

On this episode of the Systems Simplified podcast, Adi Klevit interviews Shannon Mackey, the Co-founder and CEO of Roadside Dental Marketing and HipCat Society, about how to systematize your marketing efforts. They discuss how the team at HipCat Society helps businesses create better marketing processes, the value of networking with like-minded people, and how systemizing her business helped Shannon achieve success.

Charles Warren is a Partner and Retirement Plan Consultant at Pacific Retirement Partners. He entered the financial services industry in 1998 after serving 10 years with the US Marine Corps. In 2005, Charles established an independent investment advisory firm with three other partners. He later sold his interest to form Pacific Retirement Partners with the goal of working exclusively with corporate retirement plans. He holds the Accredited Investment Fiduciary (AIF), Certified 401(k) Professional (C(k)P), and the Certified Plan Fiduciary Advisor (CPFA) designations.

If you want to put a retirement plan in place for your employees, then there are certain fiduciary duties that you must uphold to do so. While there is no right or wrong way to go about it, there are some key things to keep in mind when finding the right plan for your organization.

According to Charles Warren, the quality of the investments, the cost of the plan, and the partnerships with your financial advisors are some of the most important factors to consider when building a retirement plan. And, perhaps most importantly, he explains that having a repeatable and documented process is the key to fulfilling your fiduciary duties. So, what is Charles' advice to business owners looking to create or improve their retirement plan process?

In this episode of the Systems Simplified podcast, Adi Klevit interviews Charles Warren, a Partner and Retirement Plan Consultant at Pacific Retirement Partners, about the value of implementing effective systems and processes when building a retirement plan. Charles talks about the benefits of having an investment policy statement, how businesses can measure the quality and performance of their retirement plans, and his tips for working with financial advisors. Stay tuned.

Raynette Yoshida is the Executive and Personal Assistant in charge of customer service at Mario's, a premier specialty clothing store in the Pacific Northwest. Raynette has also been an active Board Member for the Institute of Management Accountants (IMA) for over 20 years. In addition to this, Raynette volunteers for the Lan Su Chinese Garden in Portland, Oregon, and is a Board Member of the Japanese American Museum of Oregon and a Member of Toastmasters International.

What does it take to be a successful event organizer or productive volunteer? How can you implement systems to make the process easier and more rewarding?

Raynette Yoshida, who has been a volunteer for many years, strongly encourages people to give back to the community through volunteering. As she says, the key to volunteering and hosting unforgettable events is relationship building. She believes that by starting with a purpose, implementing simple systems, and making connections, you can create time for a noble cause.

In this episode of the Systems Simplified podcast, Adi Klevit sits down with Raynette Yoshida, an Executive Assistant at Mario's and a Board Member at IMA, to talk about the rewards of volunteering and the importance of systemizing the process. Raynette discusses her strategies for organizing successful volunteer events and explains how she helps people network. Stay tuned.

Bob Paskins is a corporate consultant, sales coach, and keynote speaker. He consults with companies looking to elevate their sales people, processes, and overall performance. Leveraging over 20 years of industry experience, Bob developed his own comprehensive sales system called the Growth Matrix, which he uses to help clients drive sales growth and unlock their full potential. He currently lives in Oregon with his wife Danielle and three children.

Has your business been experiencing a dip in sales? Do you need help developing the right sales strategy and system for your business? If so, Bob Paskins can provide you with the solutions you need.

As a sales consultant and coach, Bob Paskins works with businesses to help them drive growth and increase sales. With Bob's expert sales strategy, business leaders can identify their ideal clients, implement an effective sales system, convert more prospects into clients, and ultimately unlock their full potential.

On this episode of the Systems Simplified podcast, Adi Klevit interviews Bob Paskins, a sales consultant, coach, and keynote speaker, about the six key components of his comprehensive sales strategy. They talk about the benefits of implementing a sales CRM, the importance of documenting your sales process, and how you can benefit from hiring an accountability coach. Stay tuned.

Ryan Redding is an experienced business consultant and marketing strategist. He is the Owner of DP Marketing Services, a digital marketing firm for HVAC, plumbers, and other home service industries. Ryan is also the Owner of Hippie Cow, LLC, a web design and SEO agency for small businesses. Ryan has an MBA from Northeastern State University and a background in business development. He was previously the Acting Director of the Center for Technology Commercialization at Oklahoma State University.

Do documented processes stifle creativity, or promote it? How does marketing differ for plumbing and HVAC contractors? Why are systems crucial for companies in any industry? Ryan Redding is here to tell you.

Ryan Redding is the Owner of DP Marketing Services, a digital marketing agency for HVAC, plumbers, and other home service industries. With a background in business development, Ryan has been on both sides of the table when it comes to running and marketing a business. Today he's here to share his approach to systematizing his business and help you get your creative juices flowing for your next marketing strategy.

On this episode of the Systems Simplified podcast, Adi Klevit has a conversation with the Owner of DP Marketing Services, Ryan Redding, about marketing in the plumbing and HVAC industries. They discuss the relationship between creativity and systems, why processes can make or break your business, how marketing differs in various industries, and much more.

Josh Alballero is the Co-founder and CEO of ioogo, a technology-first company that simplifies accounting and tax preparation using revolutionary software. With a background in strategic advising, Josh uses his entrepreneurial mindset to help startups and other entrepreneurs grow. He is a Startup Mentor at Impact Ventures and a Member of the Board of Advisors for Lifestyle Learning, Jivati, and Parentfile. He is also a Member of Capital Factory, a community of like-minded entrepreneurs, mentors, investors, and corporates.

Are you a business owner struggling to keep up with your taxes? Do you feel like you have a strong grasp on every facet of your company except for accounting? Josh Alballero is here to help.

Josh Alballero is the Co-founder and CEO of ioogo, a company that uses software to make accounting and tax preparation ridiculously simple. As an entrepreneur, Josh knows the annoyance and frustration that taxes and finances can cause when running a business. That's why he created a revolutionary technology that helps both individuals and businesses do their taxes with ease. Today he's here to tell you all about it.

On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of ioogo, Josh Alballero, about how to transform your tax preparation using technology. Josh discusses the importance of knowing your financials, how his software can improve tax strategy, his tips for simplifying the accounting process, and much more.

Jody Grunden, CPA, is the Co-founder and CEO of Summit CPA Group, a company providing virtual CFO and accounting services to help businesses maximize profits, minimize taxes, and build cash flow. Jody started Summit CPA in 2002 and has had a long career as a Tax Accountant for companies including BKD CPAs & Advisors and Crowe LLP. Jody is also an Official Member of the Forbes Finance Council.

How did one company successfully transition to a fully remote workplace — before it was trendy? What is the TTP model of success? And, how does having the right team and processes create harmony, especially in the accounting industry? Jody Grunden is just the man to ask.

Jody is the Co-founder and CEO of Summit CPA Group, a fully remote company offering virtual CFO and accounting services. After making the jump to working from home back in 2013, Jody and his team now know the ins and outs of what makes remote work so successful. Today, he's here to tell you all about it — and give you tips on improving your processes along the way.

On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of Summit CPA Group, Jody Grunden, about the importance of systems and processes when working remotely. They discuss the benefits of remote work, the intersection between team, technology, and processes, and the key to maintaining company culture and collaboration with a virtual team.

David Cristello is the Founder and CEO of Jetpack Workflow, a workflow software that helps accountants and bookkeepers hit deadlines and improve their task management. David has a background in marketing and was previously a Technical Marketing Consultant at his own firm. David is also the host of the Growing Your Firm Podcast and co-author of the book Double Your Accounting Firm.

Millions of companies in a variety of industries use some form of workflow software. However, one industry was getting overlooked that may have needed it the most. That's where David Cristello comes in.

David Cristello is the Founder and CEO of Jetpack Workflow, a workflow software for accountants and bookkeepers. After seeing the need for task management software in the accounting industry, David created Jetpack Workflow to help thousands of accountants with their productivity and management. His company has rocketed to the top, and today he's here to tell you all about it — and share some of his favorite applications along the way.

On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and CEO of Jetpack Workflow, David Cristello, about the importance of workflow applications. They discuss why David created his workflow software for accountants, what you should look for in task management software, and the importance of using the right application for your business. You won't want to miss this jam-packed episode!