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The How of Business - How to start, run, grow and exit a small business.

535: Accounting & Taxes with Jessica Zoraida

The How of Business - How to start, run, grow and exit a small business.

Henry Lopez, Levante Business Group

Entrepreneurship, Business

4.7522 Ratings

🗓️ 26 August 2024

⏱️ 52 minutes

🧾️ Download transcript

Summary

Accounting and tax considerations for small business with Jessica Zoraida, the Founder and CEO of Big Picture Results.

Show Notes Page: https://www.thehowofbusiness.com/535-jessica-zoraida-accounting-tax/

Jessica shares her inspirational journey and tax and accounting tips and guidance for small business owners.

Jessica Zoraida is an entrepreneur, speaker investor in women and person-of-color owned companies, and the CEO of Big Picture Results Inc., an Accounting and Tax company that helps small to mid-sized businesses bring more to the bottom line.

Over the past 25 years, Jessica has learned hands-on best practices across Corporate Banking, Government and Small Business.

Question topics addressed in this episode include:

What are your recommendations for small business owners as to when and how to leverage the knowledge and expertise of a Bookkeeper and CPA?
When should I hire a bookkeeper or CPA for my small business?
What should I expect from a good CPA firm?
How do I find a CPA for my small business?
When should a small business owner consider engaging a Fractional CFO?
What are one or two common mistakes small business owners make that keep them from being able to potentially realize tax savings?
What's a common mistake small business owners make that could potentially result in getting in trouble with the IRS?
If my small business financials are a mess, where should I start?

This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Transcript

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0:00.0

Welcome to the How of Business with your host, Henry Lopez, the podcast that helps you start, run, and grow your small business. And now, here is your host.

0:15.8

Welcome to this episode of The How of Business. This is Henry Lopez. And my guest today is Jessica Sorada.

0:21.8

Jessica, welcome to the show. Thank you so much, Henry. It's a pleasure to be here.

0:26.1

On this episode, we're going to focus on accounting and tax considerations for small business owners.

0:32.3

Jessica is with me today to share her inspirational journey. And then we're going to get into

0:36.6

tax and accounting tips

0:38.4

and guidance for small business owners.

0:41.6

If you want to get more information about the How Web Business podcast,

0:44.4

including the show notes page for this episode,

0:46.9

and to learn more about my coaching programs,

0:49.5

please visit the howwoodbusiness.com.

0:51.9

I also invite you to consider supporting this podcast on Patreon.

0:56.0

And please subscribe. Wherever you might be listening, please subscribe to my show so you don't

0:59.8

miss any future episodes. So let me tell you a little bit more about Jessica. Jessica

1:04.7

Sorida is an entrepreneur, a speaker, and an investor in women and person of color-owned companies, and the CEO of her own

1:14.4

business, Big Picture Results Incorporated, which is an accounting and tax company that helps

1:20.4

small to midside businesses bring more to the bottom line. With over 25 years of experience,

1:26.9

Jessica has learned hands-on best practices

1:29.9

across corporate banking, government, and small business. She is passionate about sharing

1:35.6

knowledge and strategies that allow us to live our best lives as entrepreneurs. Jessica's management

1:42.1

style balances corporate excellence and

1:44.9

reliability with candid, emotionally healthy and joyful communication and accountability.

...

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