Balance Your Books

Balance Your Books Podcast
  • 5.0 (17)
  • ENTREPRENEURSHIP
  • UPDATED BIWEEKLY

Welcome to Balance Your Books — the podcast where accounting meets real-world business with some Gen-X flair! Hosted by seasoned CPAs Kina Morgan, April Battiste-Reid, and Kimberly M. Johnson, this show breaks down the numbers entrepreneurs and small business owners need to know. From accounting basics to risk management, financial reporting, and smart planning, we cover it all—minus the jargon. 📩 Want expert help? Contact the Your Balanced Partners team behind the mic. 404.236.9362 • Info@yourbalancedpartners.com

  1. APR 21

    Slutty Secrets: Pinky Cole's Financial Reality

    In this episode, we dive into the real-world lessons behind major business expansions, including the rise of Pinky Cole’s Slutty Vegan and Uncle Nearest’s whiskey empire. Learn why rapid growth often leads to financial storm clouds and how to navigate funding with clarity — whether through debt, equity, or franchising. We break down the importance of forecasting, the dangers of personal guarantees, and how to evaluate valuation versus actual cash value before making major moves.

    38 min

  2. APR 17

    Beyond the Barrel - Uncle Nearest & the Cost of Building a Legacy Brand

    The podcast episode "explores the journey and challenges faced by Uncle Nearest, a luxury liquor brand founded by Fawn Weaver. The hosts, Kina and Kimberly, discuss the brand's growth, its historical significance, and the financial hurdles it encountered, including issues with debt financing and receivership. They emphasize the importance of financial transparency and accountability in business, sharing insights on how small businesses can learn from Uncle Nearest's experience. The episode also touches on the significance of external audits and the need for business owners to stay informed about their financials to avoid potential pitfalls.

    33 min

  3. MAR 30

    See? Oprah Gets It!

    Most entrepreneurs overlook the crucial steps that can make or break their business growth — but what if mastering cash flow, strategic hiring, and solid systems was simpler than you think? This episode uncovers the game-changing insights from a podcast pick that perfectly echoes our advice for taking your business to the next level.You’ll discover:The importance of weekly cash flow tracking and how simple tools can prevent financial surprises.Why having the right team aligned with your vision is essential — and when to hire.How foundational operational, financial, and HR systems prepare you for scalable success.The dangers of over-hiring before your cash flow supports it, and the risks of self-funding until you’re ready.Real-world tactics for managing online sales tax in multiple states, and why infrastructure is non-negotiable for growth.

    33 min

  4. MAR 4

    Tariffs & Trends for Small Business in 2026

    Kina and Kimberly discuss small business optimism for 2026, based on a Bank of America survey. They cover topics like tariffs, labor, AI, inflation, cash flow, and actionable programs for small business owners.

    27 min

  5. 12/29/2025

    Tax Prep - Wrap Up

    In this episode of Balance Your Books, we conclude our tax preparation discussion with the "So What" of your tax returns. Kimberly and Kina (April is on assignment) discussed the importance of timely tax filing, leveraging business income for funding and some critical year-end tax requirements. As always, please consult your tax professional for information specific to you and your business.

    25 min

  6. 12/16/2025

    Tax Prep – Self Employment Tax

    In this episode of Balance Your Books, we continue our discussion of tax preparation. We tap into LLCs and S-Corps and the importance of self-employment tax. April, Kina and Kimberly get into a very detailed discussion based on their experiences with clients and their own taxes. We also discuss the requirement to pay yourself if you’re an S-Corp owner. Please consult your tax professional for information specific to you and your business.

    43 min

  7. 12/16/2025

    Tax Prep – Business Expenses

    In this episode of Balance Your Books, we’re ushering in The Most Wonderful Time of the Year -tax preparation…NOT! In part 1 of this 3 - part series, we discuss deductible business expenses as you get ready to face the IRS in 2026. We’ve touched upon these tax tips in previous podcasts, now we’re going deeper.

    32 min

  8. 11/10/2025

    Practice What We Preach!

    In this episode of Balance Your Books, we’re keeping it real about walking the talk. When the cost of producing this very podcast went up unexpectedly, we had to pivot—fast. We’re also touching on the current government shutdown and how it’s affecting healthcare subsidies, especially for small businesses and entrepreneurs. It’s a timely reminder that planning, awareness, and adaptability aren’t just things we tell our clients—they’re how we run our own business too.

    32 min
See All (21)

Ratings & Reviews

5
out of 5
17 Ratings

About

Welcome to Balance Your Books — the podcast where accounting meets real-world business with some Gen-X flair! Hosted by seasoned CPAs Kina Morgan, April Battiste-Reid, and Kimberly M. Johnson, this show breaks down the numbers entrepreneurs and small business owners need to know. From accounting basics to risk management, financial reporting, and smart planning, we cover it all—minus the jargon. 📩 Want expert help? Contact the Your Balanced Partners team behind the mic. 404.236.9362 • Info@yourbalancedpartners.com

Information

  • Creator
    Balance Your Books Podcast
  • Years Active
    2025 - 2026
  • Episodes
    21
  • Rating
    Explicit
  • Copyright
    © Balance Your Books Podcast
  • Show Website
    Balance Your Books