Optima Office provides their clients with fractional CFOs, accounting services and HR services to help drive profits and reduce risks with their tailored business solutions.   In this episode, Jonathan Freeman speaks with Jennifer Barns, CEO and Founder of Optima Office to discuss her inspiring story of how she started her business, the growth she’s experienced …

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Whether it’s for employee retention, tax planning, or a combination of the two, creating a retirement plan for yourself and your employees is a cornerstone of planning as a business owner.  In this episode, Kyle Malmstrom speaks with Tom Burns, president at Premier Plan Consultants, to discuss the business retirement planning process. Tom explains the …

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When it comes to marketing, businesses need to  constantly evolve to keep up with new trends and techniques that will help attract prospects to their product or service. With the global shutdowns and necessary transformation to doing business in a virtual environment, some business owners have been able to adapt and in some cases thrive. …

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Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation.  In this episode, Kyle Malmstrom and guest Ken Van Damme, tax partner at Ernst and Young, give listeners guidance for some tax solutions to put into action. Kyle and …

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Alternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. Today, Kyle Malmstrom and David Cariani (Co-CIOs) introduce listeners to the world of alternative investments. Kyle and David share what types of alternative investments there are, how they’re structured, their potential risks and benefits and more. In this episode, you …

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