How to Take Control of Your Business Financials & Lay the Groundwork for Profitability w/David Pittiglio

Next Level Agents: The Kevin & Fred Show - Interviews with the best and brightest minds in the real estate industry

In today’s episode, I’m joined by my good friend and president of Streamlined Business Solutions, David Pittiglio. With a staff of 40 people and 800 clients, SBS isn’t just an accounting firm, it’s a valuable service that provides businesses with the leadership to understand the full picture of their financials, create checkpoints that hold them accountable, and ultimately, go from salesperson to true business owner. Dave shares his experience and knowledge about the financial world, and how to improve your business.

David is the founder president of Streamlined Business Solutions, LLC

A highly recommended, nationwide Bookkeeping, Tax and Payroll firm currently managing over 800 monthly bookkeeping clients. An amazing and talented staff of 40 continues to support our ever growing client list by providing accurate financial statements that can be utilized as a tool when operating a business. Their goal is to provide accurate information that can result in decision-based results. SBS hopes to improve the financial literacy of business owners and assist them in making business decisions based on facts, not the average daily bank balance.

Website: https://streamlinedbusinesssolutions.com/

Time Stamps

01:05 - How SBS helps over 800 clients run better businesses

04:30 - The key mindset shift we need to have about our business financials

07:12 - What million dollar business owners do differently

11:36 - The first steps we need to take to structure your business correctly

16:51 - Why payroll is a “beast” we need to be very careful about

20:46 - The key pillars of a functional, efficient business

24:55 - How to get comfortable with the numbers if you find reading reports a little intimidating

Guest Info

David is the founder president of Streamlined Business Solutions, LLC

A highly recommended, nationwide Bookkeeping, Tax and Payroll firm currently managing over 800 monthly bookkeeping clients. An amazing and talented staff of 40 continues to support our ever growing client list by providing accurate financial statements that can be utilized as a tool when operating a business. Their goal is to provide accurate information that can result in decision-based results. SBS hopes to improve the financial literacy of business owners and assist them in making business decisions based on facts, not the average daily bank balance.

Website: https://streamlinedbusinesssolutions.com/