Tax season doesn’t cause stress because of paperwork; it causes stress because business owners don’t know what’s coming.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Greg Reed, Head of Tax at SmartBooks, about how business owners can prepare for tax season in January to avoid surprises and reduce anxiety.

They break down the difference between tax filing, projections, planning, and coaching, and explain what steps actually make tax season smoother.

In this episode, you’ll learn:

• Why uncertainty creates tax anxiety
• What to organize in January to stay ahead
• How clean bookkeeping impacts tax prep
• How to prepare for 1099s and estimated payments
• When itemized deductions may apply again
• Why proactive tax support matters

If tax season feels stressful every year, this episode will help you approach it with more clarity and control.

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Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/

Choosing the right retirement plan is one of the most important—and confusing, decisions a business owner makes.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder talks with Charles Reichelt about how small business owners can design retirement plans that work for both the owner and the team.

They cover the pros and cons of different plan types, how to manage costs and compliance, and how employee education plays a critical role in plan success.

In this episode, you’ll learn:

• How different retirement plans work for small businesses
• When to use a 401(k), SIMPLE IRA, SEP IRA, or solo 401(k)
• How to increase owner contributions while staying compliant
• How to keep plan fees transparent and competitive
• When it’s time to benchmark or redesign your plan

If you’re starting a retirement plan, or wondering whether your current plan still fits, this episode provides clear guidance to help you make confident decisions.
Charles Reichelt - FTG Squared
Direct phone: 301-466-9945

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Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/

Many small and mid-size B2B companies extend payment terms—but struggle to know which customers are truly creditworthy.

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder sits down with Brian Suthoff, CEO of Truverto, to explain how businesses can finally get value from credit bureaus and make better credit decisions without heavy IT or manual uploads.

Brian breaks down how new accounting system integrations now allow small businesses to automatically share A/R data, receive validated company profiles, and get usable credit scores—all in real time.

💡 In This Episode:

• Why business credit bureaus matter for small businesses
• How to automate trade reporting with QuickBooks or Dynamics 365
• How to use bureau data to improve cash flow and reduce fraud
• Setting terms by risk tier (low, medium, high)
• The 5-step rollout plan to get results in 60 days

If your business extends credit, this episode will show you how to turn bureau data into a tool for faster payments, safer approvals, and better working capital.

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/