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Learn how effective bookkeeping, accounting, and proactive financial strategies can transform your small business from the inside out.
Ever wondered if bookkeepers are just folks with pocket protectors and stacks of green paper? Julie Smith and Glenn Harper bust that myth wide open, talking through how bookkeepers do way more than just punch numbers. They’re the ones making sure your money is in the right places, your expenses actually make sense, and no one’s accidentally (or not-so-accidentally) shopping for themselves on the company card.
They also dig into what happens when business owners wait till the last minute to figure out their finances (hint: it’s not good). And why getting proactive with your bookkeeping and working with accountants all year can help you actually grow instead of just stressing every tax season. Glenn Harper shares insider tips on turning those “write-offs” into real savings. No weird “girl math” or sitcom-level confusion required.
Whether you’re googling bookkeeping for the first time or trying to level up your systems, this episode breaks everything down in a way that’s easy to get, with plenty of laughs along the way.
This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.
In this episode, you’ll learn:
- The core functions of a bookkeeper versus an accountant, and when you need each
- Why internal controls are essential for protecting your business from errors and fraud
- The real story behind business write-offs and how to maximize legitimate tax deductions
- The pitfalls of once-a-year bookkeeping and how monthly financial statements empower better decisions
- How investing in professional advice can dramatically improve your company’s financial health
Moments
00:00 Delegating financial tasks in a company
05:21 Maximizing tax write-offs in business
08:27 Importance of proactive bookkeeping
10:34 Understanding the value of feedback
Running a business doesn’t have to run your life.
Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.
Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for success
Our clients enjoy a proactive partnership with us. Schedule a consultation with us today.
Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.
Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year.
An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.
Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast.
Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.
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Copyright 2026 Glenn Harper
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Brought to you by Harper & Company CPAs Plus
Running a business takes vision, grit… and the right financial partner. At Harper & Company CPAs Plus, we don’t just crunch numbers—we empower entrepreneurs. From proactive tax strategy and accounting to business advisory services, our team helps you keep more of what you earn and scale with confidence. Whether you’re launching, growing, or preparing for exit, Harper & Company is in your corner with expert guidance built for business owners like you. Visit www.harpercpaplus.com to book a complimentary discovery call today - or call us at 614-456-7222.
