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The Untrapped Podcast With Keith Kalfas

Welcome to the Untrapped Podcast with Keith Kalfas

Nov 3, 2023

In this episode, Keith is joined by the financial expert, Dan Platta. Together, they unravel the secrets of success in the business world, sharing practical insights on bookkeeping, growth strategies, and the art of aligning your passion with your business. Whether you're a seasoned entrepreneur or just embarking on your journey, tune in for invaluable advice that can help you navigate the entrepreneurial landscape and achieve unbounded success.


"When you scale a business, your role as a business owner changes drastically. Your day-to-day is totally different, but it also is the most rewarding thing you can do because then it's a business, it's not a job. And that transition is probably one of the hardest parts of owning a business. Your role changes so much, and if you can't adapt to that change, you can really get yourself in trouble."

 - Dan Platta

Topics Covered: 

  • Scaling a business and creating engaging podcast content
  • The accidental creation of a bookkeeping business within their companies
  • Dan Plata's transition from a previous company to starting Best Damn Bookkeeping
  • The challenges and opportunities of starting a business from scratch
  • Hiring, leadership, and building a positive company culture
  • The importance of effective communication with customers and setting clear expectations
  • Balancing quality and speed in business operations
  • Challenges of managing finances and the need for systems and processes
  • Dan Plata's five finance fundamentals:
    • Separate business and personal finances
    • Using debt wisely in your business
    • Not syncing CRM with QuickBooks
    • Considering being taxed as an S Corporation (S Corp)
    • Understanding the roles of an owner and an operator in a business
  • Transitioning from owner-operator to a business owner in specialized industries
  • Focusing on passion in business
  • Changing roles and responsibilities as a business grows
  • The importance of language and effective communication
  • Pricing for bookkeeping services and financial organization's impact on personal and business life

Key Takeaways 
"And what it's done for me is it's just raised my awareness to know the language that you're using is creating the reality that you're living in. And if you can change that language and really understand the difference between an expense and an investment and everything is a business expense, that changes everything." - Keith


Connect with Dan

Youtube Playlist with Dan:

Connect with Keith



Resources and Websites: 

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