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Zoho My Business

Marc Cerniglia

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Tips, tricks, tutorials, and real-life examples for using Zoho in your business. Zoho My Business is the go-to podcast for business owners and employees who use any of the Zoho apps. As I Zoho my own businesses, let me help you Zoho yours!
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Growing a business’ net profits can be an overwhelming task when the business owner tries to do it all on their own. That is why The Net Profit Podcast with Ryan Kimler is here! Ryan will interview financial experts and business owners to help share the nuggets of wisdom one episode at a time. If you are a business owner working to grow your company’s net profits, then this is the podcast for you!
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About Richard James: Richard James, a seasoned legal expert with over 15 years of industry knowledge, has a proven track record of transforming law firms into thriving enterprises. With his expertise, he elevated a startup firm from scratch to a remarkable $3.5 million in revenue within 2.5 years and has since mentored over 900 attorneys, empowerin…
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About Joey Pindell: Joey Pindell is a Sales Development and Coaching specialist at Lushin in St. Louis. After moving to the city in 2006 to play soccer at Maryville University and initially pursuing a career in accounting, Joey shifted his focus to sports business management, where he discovered his passion for sales. With over 15 years of experien…
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About Jim Manning: Jim Manning is the host of the “Passive Wealth Show” and CEO and co-founder of Three Doors, with over 15 years of experience in real estate investing. He has successfully closed more than 3,500 deals and founded five real estate companies. A conversation with a self-made millionaire friend who feared outliving his savings inspire…
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About Marc Cerniglia: Marc Cerniglia is the co-founder and president of Spotlight Branding, a content marketing and branding firm for lawyers. With a passion for educating law firm owners on the myths and truths of internet marketing, Marc has helped grow Spotlight Branding into a $2 million company. He specializes in helping lawyers maximize their…
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Today, it's just you and me for a solo episode, and I want to emphasize something crucial: the significance of taking a break from your business. Last month, my wife and I embarked on our first vacation in four years, a much-needed pause amid our bustling lives and the challenges of the past year. Today, I'll share my insights from this break, disc…
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About Chris Rovin: Chris Rovin is the Vice President of Physician Management at QuickMD, a leading telehealth service focused on delivering high-quality, affordable care. He is instrumental in advancing healthcare technology to ensure patients receive innovative, accessible care. Chris is also the co-author of Skip the Waiting Room: How Telehealth …
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About J.B. Andrews: J.B. Andrews is an accomplished associate at Lushin, Inc. (Sandler) known for his unique blend of youthful enthusiasm and seasoned expertise. With a remarkable aptitude for identifying and bridging communication gaps across generational divides in the workforce, J.B. plays a pivotal role in enhancing business outcomes. His speci…
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In this solo episode, we dive into practical ways to build and protect your business credit, helping you set up a strong financial foundation. We share tips on separating business and personal credit, avoiding high-risk loans, and laying the groundwork for securing a traditional line of credit that can support your business as it grows. In this epi…
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About Tom Ruwitch: Tom Ruwitch is the owner of Story Power Marketing and a seasoned marketing expert with over 20 years of experience. After successfully founding and selling MarketVolt, an email marketing software and services firm, Tom recognized the critical role of a powerful business story in achieving marketing success. With Story Power Marke…
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About Joey Pindell: Joey Pindell is a Sales Development and Coaching specialist at Lushin in St. Louis. After moving to the city in 2006 to play soccer at Maryville University and initially pursuing a career in accounting, Joey shifted his focus to sports business management, where he discovered his passion for sales. With over 15 years of experien…
  continue reading
 
About Katherine Miller: Katherine Miller is the founder of The Miller Law Group, based in New York City and Westchester County, and a trainer at the Center for Understanding in Conflict. With a deep interest in the intersection of law and personal lives, she specializes in family and matrimonial law, emphasizing dignified and respectful divorce sol…
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About Jim Schleckser: Jim Schleckser is the Founder & CEO of The CEO Project, a renowned executive coaching company specializing in high-revenue entrepreneurs. He offers a distinctive CEO coaching program that combines peer group discussions with personalized one-on-one coaching sessions led by former CEOs. He advocates for the concept of the "Lazy…
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About Forrest Mann: Forrest Mann is a seasoned commercial banking professional with a wealth of experience in securing financing for business owners. Currently serving as AVP, Business Banker at Enterprise Bank & Trust, he specializes in commercial lending and treasury management services. Forrest holds a strong background in financial analysis, po…
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About Ralph Tommaso: Ralph Tommaso is an expert in business debt management and currently serves as the Vice President of Marketing at First Choice Debt Solutions. With a career dedicated to helping business owners reduce and restructure merchant cash advances, vendor, and credit card debt, Ralph's expertise spans cash flow forecasting, debt negoti…
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About Margaret Burke: Margaret Burke, the President and Founder of MB Law Firm Consulting, LLC™, is a seasoned expert with an extensive background in empowering law firms to reach their highest potential. With decades of experience, she has been a trusted consultant to lawyers, Partners, and small to midsize law firms, specializing in optimizing op…
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About Steve Fretzin: Steve Fretzin is a renowned coach, skills trainer, and keynote speaker in the legal industry. With almost two decades of experience, he has dedicated his career to helping lawyers achieve their full potential in business development and succeed in their law practices. As a frequent media contributor, Steve has written four book…
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About Kenny Harper: Kenny Harper is a dedicated Fractional Chief Marketing Officer at Growth Amplifiers, specializing in empowering businesses nationwide to achieve peak performance through systematic optimization, team enhancement, and enhanced customer experiences. As a data-driven growth advisor, Kenny's innovative approach goes beyond conventio…
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About Charley Mann: Charley Mann is the founder of Law Firm Alchemy and the host of the "They Don't Teach This in Law School™️" podcast. He specializes in helping law firm owners enhance their entrepreneurial skills, particularly in marketing and leadership. Charley's coaching and courses are designed to break growth plateaus and accelerate the suc…
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About Scott Beebe: Scott Beebe is the founder of MyBusinessOnPurpose.com and author of "Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters." With a mission to liberate small business owners from chaos, Scott established Business On Purpose and developed the Business On Purpose Roadmap to provide clar…
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About Jaime Rodriguez: Jaime Rodriguez is the Founder and CEO of Paralledger, a specialized bookkeeping service for law firms, and also serves as the Curriculum Manager for Bookkeepers.com. His expertise in financial management earned him a speaking opportunity at the prestigious BKX conference, where he shared insights crucial to bookkeeping profe…
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About Arya Firoozmand: Arya Firoozmand is a dynamic legal professional and entrepreneur, making significant contributions to the legal industry as the co-founder and CEO of Overture Law. With a focus on nationwide attorney networking, Arya has built a remarkable private attorney network that facilitates ethical referrals and fee-sharing among legal…
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About Christopher Small: Christopher Small is the owner of CMS Law Firm LLC, specializing in estate planning, and Big Bird Accounting, focusing on bookkeeping. Originally from a small town in Kansas, he graduated from the University of Kansas and has been practicing law since 2005. After running a successful criminal defense and personal injury fir…
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About Bret Siebert: Bret Siebert is a Michigan-based Professional Fractional Integrator offering business coaching and COO services for companies self-implementing Entrepreneurial Operating System (EOS) or working with an EOS Implementer. Bret has helped multiple business owners get traction toward profitability, focusing on people and processes an…
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About Patrick Carver: Patrick Carver is a Missouri native with over a decade of experience in digital marketing. After his successful tenure as Digital Marketing Manager at DICK'S Sporting Goods, a Fortune 500 company, he founded Constellation Marketing, a full-service agency catering exclusively to law firms. Driven by his personal experience of w…
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About Scott Reib: Scott Reib, America's Legal Coach, is a seasoned attorney with over two decades of experience and the official Zig Ziglar Small Business Lawyer. He pioneers a paradigm shift in legal services, advocating for treating lawyers as primary care providers rather than emergency room solutions. As the CEO of REIBLAW, Scott introduces inn…
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About HR Huntsman: HR Huntsman, founder of Leader’s Edge, is a business and leadership expert with over three decades of experience. He is renowned as a keynote speaker, organizational strategist, author, executive coach, and consultant. Through Leader’s Edge, HR channels his passion for nurturing leaders, especially the young, drawing from his per…
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About Chad Jenkins: Chad Jenkins is a visionary entrepreneur renowned for transforming businesses and driving remarkable returns. With over 40 high-growth companies under his belt and a track record of successful Growth Partnerships, he's reshaped industries through his groundbreaking methods. Through his company, SeedSpark, he empowers others thro…
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About Scott Beebe: Scott Beebe is the founder of MyBusinessOnPurpose.com and author of "Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters." With a mission to liberate small business owners from chaos, Scott established Business On Purpose and developed the Business On Purpose Roadmap to provide clar…
  continue reading
 
About Jaime Rodriguez: Jaime Rodriguez is the Founder and CEO of Paralledger, a specialized bookkeeping service for law firms, and also serves as the Curriculum Manager for Bookkeepers.com. His expertise in financial management earned him a speaking opportunity at the prestigious BKX conference, where he shared insights crucial to bookkeeping profe…
  continue reading
 
About Mike Payne: Mike Payne is a highly skilled transactional lawyer and CPA, as well as the Founder and CEO of BOSS Advisors, a revolutionary hybrid law firm and accounting firm based in Arizona. With over 17 years of experience working with business owners, individuals, and nonprofit organizations, Mike is an expert in providing clients with leg…
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About Dr. Jean Oursler: Dr. Jean Oursler, renowned as "The Results Queen," is the visionary behind the transformative Caveman Brain: Business Growth System. With a Ph.D. in Business Psychology and extensive experience as an entrepreneur and facilitator for esteemed organizations, she has generated over $2B in revenue. Jean's dynamic coaching style,…
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About Jennifer Novak: Jennifer Novak is a seasoned attorney specializing in water quality, water rights, environmental enforcement matters, land use, endangered species, litigation, remediation, and natural resources. With over two decades of experience, she has become a respected figure in the field, representing a diverse range of clients from Fo…
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About Jeff Hockett: Jeff Hockett is an experienced tax expert, licensed realtor, author, and podcast host based in Peoria, Arizona. With over 30 years of experience in the tax industry, Jeff has helped numerous clients save money on taxes and provided audit services and tax resolution work. He is an Enrolled Agent and has been an active member of v…
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About Peggy Gruenke: Peggy Gruenke is the Founder and Co-Owner of CPN Legal, leveraging over three decades of combined expertise in the legal field, entrepreneurship, and IT consulting. With a keen understanding of the challenges faced by solo and small firm attorneys, Peggy established CPN Legal in 2012 to provide law practice management, accounti…
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About Bobby Sawyer: Bobby Sawyer is a licensed attorney specializing in estate planning and small business law, with accreditation in North Carolina, South Carolina, and Tennessee. Before entering the legal field, Bobby served in the United States Army Corps of Engineers, earning accolades such as the Bronze Star and Army Commendation Medal during …
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About Lisa Thee: Lisa Thee, a distinguished thought leader and AI expert with over two decades of experience, is the CEO of AMP Solutions, focusing on innovative AI and technology solutions. As the Co-Author of "Demystifying Artificial Intelligence for the Enterprise" and the author of the groundbreaking book "Go! Reboot Your Career in 90 Days," sh…
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About Bret Siebert: Bret Siebert is a Michigan-based Professional Fractional Integrator offering business coaching and COO services for companies self-implementing Entrepreneurial Operating System (EOS) or working with an EOS Implementer. Bret has helped multiple business owners get traction toward profitability, focusing on people and processes an…
  continue reading
 
About Lisa Snow: Lisa Snow, a dynamic figure in employee wellness, is a public speaker, personal trainer, and provider at On the Mend Customized Fitness and Massage. As the founder of On the Mend, Lisa specializes in team building through wellness, offering a range of services such as lunch & learn talks, chair massage, and fitness & yoga classes, …
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About Jeremy Stevenson: Jeremy Stevenson is the Founder and Managing Partner of iBridge global partners, a consultancy specializing in B2B and family businesses. With over 25 years of experience, Jeremy has a profound understanding of the unique challenges faced by family-owned enterprises. Having managed his parents' businesses during college, Jer…
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In this episode, Ryan discussed: A CFO’s job is to track and analyze CFOs bring corrective action plans Can small businesses benefit from CFOs? Key Takeaways: A CFO tracks revenues, profit, and cashflow and then analyzes the strengths and weaknesses of each of those. They identify which parts of the finances work well and which don’t. Another piece…
  continue reading
 
Today, it's just you and me for a solo episode, and I want to emphasize something crucial: the significance of taking a break from your business. Last month, my wife and I embarked on our first vacation in four years, a much-needed pause amid our bustling lives and the challenges of the past year. Today, I'll share my insights from this break, disc…
  continue reading
 
About Cyndi Thomason: Cyndi Thomason is a renowned figure in the fields of ecommerce financial advising, ecommerce accounting, and mom entrepreneurship. She founded bookskeep nine years ago when she realized the potential of remote bookkeeping, allowing her to balance her career with homeschooling her daughter, who needed special tutoring due to dy…
  continue reading
 
About Richard James: Richard James, a seasoned legal expert with over 15 years of industry knowledge, has a proven track record of transforming law firms into thriving enterprises. With his expertise, he elevated a startup firm from scratch to a remarkable $3.5 million in revenue within 2.5 years and has since mentored over 900 attorneys, empowerin…
  continue reading
 
About Preston Brown: Preston Brown is a multifaceted entrepreneur, renowned speaker, and real estate expert hailing from El Paso, Texas. He is the Owner of Zia Homes, a distinguished luxury home builder. Passionate about helping fellow entrepreneurs, Preston collaborates closely with business leaders to enhance scalability and uncover their true pu…
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About Mac Lackey: Mac Lackey is an American entrepreneur who has started, scaled, and sold six companies (all seven or eight-figure exits). Mac and his companies have been featured on CNN, The Wall Street Journal, Fast Company, Business North Carolina, USA Today, and The New York Times. Notable ventures include: KYCK (acquired by NBC Sports), Mount…
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In this solo episode, I have some exciting news to share. I'll be launching a book called "Bottom Line Profits," tailored to both attorneys and small service-based business owners. The book focuses on growing businesses, improving profits, and when to bring in a CFO. But that's not all – it's never too early to start planning for 2024. Despite bein…
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About Kenny Harper: Kenny Harper is a dedicated Fractional Chief Marketing Officer at Growth Amplifiers, specializing in empowering businesses nationwide to achieve peak performance through systematic optimization, team enhancement, and enhanced customer experiences. As a data-driven growth advisor, Kenny's innovative approach goes beyond conventio…
  continue reading
 
About Sonia Narvaez: Sonia Narvaez is an Operations Strategist with a passion for designing business systems that empower altruistic entrepreneurs and business leaders to achieve greater impact. As a first-generation Latina in the U.S. holding both Bachelor's and Master's Degrees in Public Health, she has uniquely merged her background in Public He…
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About J.B. Andrews: J.B. Andrews is an accomplished associate at Lushin, Inc. (Sandler) known for his unique blend of youthful enthusiasm and seasoned expertise. With a remarkable aptitude for identifying and bridging communication gaps across generational divides in the workforce, J.B. plays a pivotal role in enhancing business outcomes. His speci…
  continue reading
 
About Mickie Kennedy: Mickie Kennedy is the visionary founder behind eReleases, a trailblazing venture that he established 25 years ago with a mission to empower small businesses, authors, and startups with unparalleled press release distribution services. Dissatisfied by the limitations of traditional PR for smaller enterprises, Mickie embarked on…
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