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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Jan 27, 2020

In episode 223 of Financially Simple, Justin answers a listener’s question on tools for Small Businesses.

Shaun asks which software applications and tools are useful for Small/Medium Business Owners, to help run the business? Justin lists some of the tools that are used in his business, Heritage Investors, and gives advice on what matters.

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01:15 - Ask Justin: What are the Best Tools for a Small Business?

02:05 - CRM System

03:16 - Communications

04:16 - Operations

06:59 - Risk Management

08:01 - Retail & Inventory

08:37 - Value Growth

09:36 - Industry Specific

10:10 - Tools Are Just Tools

12:15 - The Best Tool

13:53 - Wrap Up




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Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9.

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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.