Outside the Guide: Compensation - The Basics
Payroll is typically the largest cost associated with running a business. Josh and Clay kick off a series about compensation and benefits with a healthy discussion about salary vs hourly staff, overtime, tracking hours, and mandatory vs non-mandatory events outside of business hours.
Special Guest: Martha Gordash of Success Profit Planning
Martha Gordash, Founder and CEO of Success Profit Planning, stops by the pod to share her insights and experiences.
Special Guest: Rachel Sutton of Oak Ledger
Rachel Sutton, Co-Founder and CPA of Oak Ledger shares her best practices for business owners to configure their statements in a way that works for them while remaining financially accurate and GAAP compliant.
Outside the Guide: Financial Statements - Cash Flow Statement
It’s not enough to see a profitable company on the income statement. That’s where the cash flow statement comes in. Josh and Clay discuss the difference between the statements while also explaining how they’re connected.
Outside the Guide: Financial Statements - Balance Sheet
The balance sheet represents a snapshot in time of an organization’s assets, liabilities, and equity. Josh and Clay cover the fundamentals of the sheet as well as specific ratios. They also identify which insights the sheet provides and common misunderstandings.
EOS Annual QCE in Orlando, FL
Just do this thing. EOS. It is perfect.
Lessons from the Session: January 2026
The session room is a special, dynamic place. Clay and Josh recap their Januarys highlighting some two-day annual sessions with clients, the more subjective and emotional side of running a business, and the “happy medium” of EOS implementation.
Outside the Guide: Financial Reports - Income Statement
P&L, COGS, OPEX, and more. Clay and Josh take the mystery out of the income statement by covering the basics, defining accrual accounting, and clarifying the importance of consistency.
