15 épisodes

Welcome to the Security First In Your Business podcast. Steve Lewis is an insurance expert with over 30 years of experience in the insurance industry, both as a business consultant and as an agent. Steve has helped business owners understand their insurance options and make the right choices for their needs. Steve has been nationally recognized several times for best practices in business, keynote speaking, and for his book on insurance best practices. On the podcast, Steve brings together local business thought leaders, to share with you how they help entrepreneurs make the right financial decisions in their businesses.

Security First In Your Business Steve Lewis

    • Investissement

Welcome to the Security First In Your Business podcast. Steve Lewis is an insurance expert with over 30 years of experience in the insurance industry, both as a business consultant and as an agent. Steve has helped business owners understand their insurance options and make the right choices for their needs. Steve has been nationally recognized several times for best practices in business, keynote speaking, and for his book on insurance best practices. On the podcast, Steve brings together local business thought leaders, to share with you how they help entrepreneurs make the right financial decisions in their businesses.

    Steve Rogers

    Steve Rogers

    Steve Rogers

    – Security First In Your Business with Steve Lewis Episode 015 Steve Rogers
    Steve Rogers is owner of TriaSphere IT Solutions, LLC in Greenville, SC. He founded the company in 2003. Their IT services for businesses include hardware and software upgrades, PC cleanup and virus removal, backup solutions, and VoIP and hosted PBX solutions. Steve’s community involvement includes serving for several years as chairman of the Fountain Inn Planning Board. He was recognized as Citizen of the Quarter in Fountain Inn in 2015. 

    Here are some of the topics covered on this week’s show:
    ●     Setting up plans to secure data
    ●     The importance of selecting an IT solutions company for your business
    ●     Creating a plan for your hardware, software, and data

    Connect with Steve:
    Steve Rogers
    TriaSphere IT Solutions
    33 Market Point Drive
    Greenville, SC 29607 USA
    (864)420-0848
    https://www.triasphereit.com/
     

    • 37 min
    Tracee Anderson

    Tracee Anderson

    Tracee Anderson

    – Security First In Your Business with Steve Lewis Episode 014 Tracee Anderson

    Tracee Anderson is a certified public accountant, and owner of Tracee G Anderson, CPA, LLC, in Simsponville, SC. They are full service, but specialize in tax and business advisory services. Lately, they have expanded their audit division, both for profit and nonprofit. They also offer bookkeeping services and, of course, individual and corporate tax preparation.

    Listen to this inspirational Security First Podcast episode with Tracee Anderson about how to protect yourself in the 3 phases of business: setup, operation, and exit.
    Here are some of the topics covered on this week’s show:
    ●     Setting up a relationship with reliable professionals
    ●     Common financial mistakes business owners make
    ●     The importance of networking

    Connect with Tracee Anderson:
    Tracee Anderson
    1997 West Georgia Road
    Simpsonville, South Carolina 29680
    (864) 881-1808
    https://tgaaccounting.com/

    • 26 min
    Curtis Rush

    Curtis Rush

    Curtis Rush

    – Security First In Your Business with Steve Lewis Episode 013 Curtis Rush

    Curtis Rush is a career banking and financial services professional with 25 years of experience. He serves as Vice President at Synovus Bank in Greenville, SC. As a Small Business Banker, Curtis has a passion for learning about his customers’ businesses and offering banking services and financial advice to help them operate more efficiently, save money, and grow sales and profits. 

    Listen to this inspirational Security First Podcast episode with Curtis Rush about small business banking.
    Here are some of the topics covered on this week’s show:
    ●     Benefits of working with a business banker
    ●     The risks of fraud in businesses
    ●     The small business banker relationship

    Connect with Curtis:
    Curtis Rush
    Synovus Bank
    2800 Wade Hampton Boulevard, Taylors, SC 29687
    (864) 322-1504 (Office)
    (864) 404-8207 (Cell)
    curtisrush@synovus.com

    • 24 min
    Jim Tatem

    Jim Tatem

    ‘JT’ Jim Tatem is the President and Lead Broker of Transworld Business Advisors of Asheville, Greenville & Spartanburg. His team excels in helping business people buy, build and sell the business of their dreams. JT has developed into an engaging keynote speaker, business coach and practical teacher for entrepreneurs.
    – Security First In Your Business with Steve Lewis Episode 012 Jim Tatem
    Listen to this inspirational Security First Podcast episode with Jim Tatem about the business of selling, buying and building franchises.
    Here are some of the topics covered on this week’s show:
    ●      Setting up a system people can follow for your business
    ●      Correcting common business mistakes
    ●      Expertise on selling businesses
    Connect with Jim:
    Jim Tatem
    Transworld Business Advisors
    West Palm Beach,
    Florida 33411
    (864) 315-8998https://www.tworld.com/

    • 35 min
    Matt Foster

    Matt Foster

    Matt Foster is the Greenville Property Manager at Spencer Hines Property Management. His experience in the residential and commercial rental market has helped notable clients drive efficiency, growth and profitability with their rental investments. – Security First In Your Business with Steve Lewis Episode 011 Matt Foster
    Matt pays special attention to building the best relationships with his clients, and keeping their best interests in mind. He shares his insights on his client’s common mistakes, professional networking, and more. Listen to this inspirational Security First Podcast episode with Matt Foster about the benefits of working with a property manager. 
    Here are some of the topics covered on this week’s show:
    ●      Stresses of renting real estate●      How technology has brought simplicity to the tenants and owners ●      Benefits of working with property management
    Connect with Matt:
    https://www.spencerhines.com/matt-foster

    Matt FosterSpencer/Hines Properties 245 N. Main St., Suite 201
    Greenville, SC 29601
    (864) 444-0022

    • 20 min
    Lisa Nason and Josh Capps

    Lisa Nason and Josh Capps

    Lisa Nason is the Managing Shareholder in Nason Accounting, LLC. She specializes in tax compliance and tax consulting services, primarily to small and mid-sized businesses, as well as individuals, including professional athletes and those with international issues.  Josh Capps is a CPA at Nason Accounting who specializes in business compliance and tax planning.
     
        
     – Security First In Your Business with Steve Lewis Episode 010 Lisa Nason and Josh Capps
     
     Lisa and Josh take personal pride in exceeding her clients’ expectations. They will share that innovative and effective planning is much more than just filing each year’s return. They understand how a heavy tax burden negatively affects a business’s cash flow. Listen to this inspirational Security First Podcast episode with Lisa Nason and Josh Capps about how they help their clients’ business be more successful.
     
     Here are some of the topics covered on this week’s show:

    ●   How the obligation of taxation fits into your financial strategy
    ●   How businesses can identify the areas that are negatively affecting profitability and growth
    ●   How a heavy tax burden negatively affects a business’ cash flow
    ●   How to make the tax process as convenient and pain-free as possible



     Links Mentioned:
     https://www.nasonaccounting.com
     
    Lisa Nason Josh CappsNason Accounting, LLC233 Adley WayGreenville, SC 29607(864) 297-7742 p(864) 297-7746 fjcapps@nasonaccounting.com
    lisa@nasonaccounting.com 
     

    • 36 min