535: Accounting & Taxes with Jessica Zoraida

535: Accounting & Taxes with Jessica Zoraida

Author: Henry Lopez August 26, 2024 Duration: 51:41

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


Henry Lopez hosts The How of Business-How to start, run, grow and exit a small business. It’s a practical resource for anyone who wants to move beyond just the idea of entrepreneurship and into the actual work of building something. Each week, the focus is on the tangible steps and decisions involved in a business’s entire lifecycle, from that initial launch through to managing daily operations, scaling up, and even planning a future exit. You’ll hear straightforward conversations that dig into specific topics, breaking down complex challenges into manageable advice. Often, Henry sits down with a small business owner who shares their real-world experiences-the successes and the setbacks-offering a genuine look at what it takes. This podcast is built on the understanding that running a business is a series of learned skills, and it aims to provide those lessons without fluff. Whether you're sketching your first plan on a napkin or steering an established company toward growth, the discussions here are meant to be directly applicable to your own journey. Tune in for a regular dose of clarity and concrete strategies from someone who understands the day-to-day realities you face.
Author: Language: English Episodes: 100

The How of Business - How to start, run, grow and exit a small business.
Podcast Episodes
587 – Eisenhower Matrix Prioritization [not-audio_url] [/not-audio_url]

Duration: 16:14
How to use the Eisenhower Matrix to cut through chaos, focus on what truly matters, and make faster, smarter decisions as a small business owner. Show Notes Page: https://www.thehowofbusiness.com/587-eisenhower-matrix-pr…
R393 – Rethinking Hourly Worker Motivation [not-audio_url] [/not-audio_url]

Duration: 42:14
Motivating hourly employees starts with a mindset shift. To do it well, it requires rethinking how we lead, communicate, and create purpose for hourly workers. Show Notes Page: https://www.thehowofbusiness.com/r393-rethi…
586 – The Power of Play in Business with Cas Holman [not-audio_url] [/not-audio_url]

Duration: 46:10
Toy designer and educator Cas Holman explores how embracing play can unlock creativity, reduce stress, and help small business owners reframe failure as part of growth. Show Notes Page: https://www.thehowofbusiness.com/5…
585 – Crafting Your Sales Pitch [not-audio_url] [/not-audio_url]

Duration: 18:56
Learn a simple, repeatable framework for crafting an effective sales pitch that connects, communicates value, and inspires action. Show Notes Page: https://www.thehowofbusiness.com/585-crafting-your-sales-pitch/ Crafting…
584 – Essential Legal Tips with Wesley Henderson [not-audio_url] [/not-audio_url]

Duration: 43:46
Attorney and entrepreneur Wesley Henderson shares practical legal insights every small business owner needs to protect their business and operate with confidence. Show Notes Page: https://www.thehowofbusiness.com/584-wes…
583 – Scaling a Software Startup with Joshua Talbert [not-audio_url] [/not-audio_url]

Duration: 42:10
Engineer-turned-entrepreneur Joshua Talbert shares his journey from defense contractor to tech startup founder and CEO of MySherpas.ai. Show Notes Page: https://www.thehowofbusiness.com/583-josh-talbert-software-startup/…
582 – Broken Windows Theory for Small Business [not-audio_url] [/not-audio_url]

Duration: 14:14
How small signs of disorder in your workplace can erode culture, safety, and customer trust, and how fixing them builds pride and small business success. Show Notes Page: https://www.thehowofbusiness.com/582-broken-windo…
581 – Aunt Ethel's Pot Pies with Sasha Millstein [not-audio_url] [/not-audio_url]

Duration: 38:59
Entrepreneur Sasha Millstein shares her journey launching Aunt Ethel's Pot Pies and scaling this frozen comfort food brand from idea to shelves. Show Notes Page: https://www.thehowofbusiness.com/581-sasha-millstein-aunt-…
R355 – 4 Reasons to Delegate [not-audio_url] [/not-audio_url]

Duration: 21:16
Four compelling reasons why mastering delegation is essential for every small business owner. Show Notes Page: https://www.thehowofbusiness.com/r355-4-reasons-to-delegate/ Henry Lopez shares why effective delegation is o…
580 – Unlocking Hidden Profits with Jamie Trull [not-audio_url] [/not-audio_url]

Duration: 51:00
How small business owners can unlock hidden profits by optimizing financial levers and making smarter money decisions. Show Notes Page: https://www.thehowofbusiness.com/580-jamie-trull-unlocking-hidden-profits/ Small bus…