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
570 – Buyer-First Sales for Business Owners [not-audio_url] [/not-audio_url]

Duration: 40:43
Buyer-First Sales for Business Owners with sales coach and author Carole Mahoney. Show Notes Page: https://www.thehowofbusiness.com/570-carole-mahoney-buyer-first-sales/ Do you dread sales conversations or feel like you'…
569 – Big Rocks [not-audio_url] [/not-audio_url]

Duration: 13:36
Big Rocks - a prioritization and time management technique for small business owners. Show Notes Page: https://www.thehowofbusiness.com/569-big-rocks/ If you're always busy but still not making meaningful progress, this…
R245 - Two Responsibilities [not-audio_url] [/not-audio_url]

Duration: 11:00
The two most essential responsibilities every successful small business owner must embrace: making decisions and accepting personal mistakes. Show Notes Page: https://www.thehowofbusiness.com/r245-two-responsibilities/ W…
568 – Own the Spotlight with Linda Ugelow [not-audio_url] [/not-audio_url]

Duration: 44:24
Own the Spotlight - practical strategies small business owners can use to turn public speaking from dread to delight, emphasizing the power of storytelling and authentic communication. Show Notes Page: https://www.thehow…
567 - Focus Without Burnout with Skye Waterson [not-audio_url] [/not-audio_url]

Duration: 41:06
Focus Without Burnout: Smarter Strategies for Entrepreneurs. Show Notes Page: https://www.thehowofbusiness.com/567-skye-waterson-focus-without-burnout/ In this episode of The How of Business, host Henry Lopez is joined b…
566 – Good Debt Bad Debt [not-audio_url] [/not-audio_url]

Duration: 20:11
Good Debt Bad Debt: How to Borrow Strategically in Business. Show Notes Page: https://www.thehowofbusiness.com/566-good-debt-bad-debt/ In this episode of The How of Business, host Henry Lopez reframes how small business…
565 - From Manager to Leader with James Turk [not-audio_url] [/not-audio_url]

Duration: 47:20
Transitioning from manager to leader is more than a title change - it's a mindset shift. In this episode, executive coach James Turk shares insights from his book The Giving Game, including his F45 Playbook for new leade…
R242 - Small Business Systems [not-audio_url] [/not-audio_url]

Duration: 14:51
The essentials of Small Business Systems with host Henry Lopez. Show Notes Page: https://www.thehowofbusiness.com/r242-small-business-systems/ Building a self-managed business starts with solid systems. In this short sol…
564: The Courage Gap with Margie Warrell [not-audio_url] [/not-audio_url]

Duration: 47:24
The Courage Gap - Overcoming fear and self-doubt to take bold action in your business and life. Show Notes Page: https://www.thehowofbusiness.com/564-margie-warrell-courage-gap/ Dr. Margie Warrell joins Henry Lopez to ex…
563: How I Use AI [not-audio_url] [/not-audio_url]

Duration: 28:48
How I use AI (Artificial Intelligence) in my small business. Show Notes Page: https://www.thehowofbusiness.com/563-how-i-use-ai/ AI is no longer optional – it's a game-changer for small business owners. In this episode,…