Clay and Josh run on EOS and they have Measurables and Rocks. In this episode, they review their quarters in public including Rock completion and discuss what is working and what isn’t in their practices. They explore how to write better Rocks. Also, they reveal a new surprise about the podcast!

Having a complicated tech stack is expensive in more ways than one. Julia Hanold of OrangeDot, the exclusive EOS licensed partner to build tools and templates on the Monday.com platform joins Josh and Clay to outline the advantages of using a single platform to operate your business. Further, she provides guidance for owners who aren’t sure where to start regarding implementing an operating system.

Josh and Clay see lots of communication that sucks. In this episode, they cover how to choose the proper medium, the difference between reacting and responding, how to make a professional introduction, and why time is your best editor.

Alignment. Expectations. Accountability. Jane Holmes, Founder of Dahlia TalentEQ swings into the pod to address the most common staffing issues. Leadership teams must dedicate time to establishing role clarity and executing a proper recruiting process.

Clay and Josh address the common challenges around payroll. A transparent, well-defined process is critical. Further, your company size, geographical market, and industry must be carefully considered to understand your specific labor market.

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.

Only looking at your financial statements and numbers once per year during tax season is not enough. Martha Gordash, Founder and CEO of Success Profit Planning, a financial services firm that assists small businesses with profitability and cash flow, stops by the pod to share her insights and experiences to help business owners achieve a high level of financial acumen throughout their organization.

The three financial statements are not isolated. Rather, they are connected and related to each other. 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.