Running a business with scattered spreadsheets and one-off emails makes growth harder than it needs to be. In this episode of Empowering Healthy Business, host Calvin Wilder sits down with Jason Kramer of Cultivize to unpack how small businesses can use a CRM to bring order, consistency, and measurable results to sales and marketing.

You’ll hear practical ways to:

• Build a repeatable sales process that doesn’t depend on memory
• Use data to prioritize leads and focus on quality over quantity
• Track marketing ROI without guesswork
• Start simple with phased CRM adoption—and avoid common pitfalls

Whether you’re still managing leads in Excel or ready to scale with automation, this conversation breaks CRM down into clear, actionable steps you can use right away.

Listen now and learn how a CRM can become one of the simplest levers for growth in your business.

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/

Working from home has become a permanent reality for many entrepreneurs, but too often business owners miss out on valuable tax savings.

In this episode of the Empowering Healthy Business Podcast, Calvin Wilder talks with Greg Reid, Head of Tax at SmartBooks, about how to take full advantage of the home office tax deduction.

You’ll learn:

• What qualifies as a home office under IRS rules
• Which expenses you can deduct, from office equipment to utilities and insurance
• How to calculate your deduction using square footage
• When depreciation makes sense—and what to know if you sell your home
• Why quarterly reimbursements and simple documentation keep you audit-ready
• Bonus: how to deduct mileage if your home office is your principal place of business

If you run a business from home—even part-time—this episode will help you avoid missed opportunities and keep more of your hard-earned money.

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/

Finance and operations often operate in silos—but when they align, small businesses grow faster, make fewer mistakes, and stay profitable. In this episode of the Empowering Healthy Business Podcast, we break down why this alignment is critical and how to achieve it. You’ll learn:

• The key differences between finance and operations priorities
• Common challenges that cause miscommunication and inefficiency
• How to use data and metrics to bridge the gap between teams
• Essential metrics to track, like Gross Margin per Billable Hour, LTV:CAC, and Utilization Rate
• Practical tactics for building collaboration and accountability
• Why aligned teams grow 20–30% faster with fewer costly errors

By the end, you’ll see how finance and operations can work together seamlessly to maximize profitability and create sustainable growth.

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/