Beyond the Basics: Mark Schwartz on Tech-Driven Finance, Inventory, and Tax Strategy for SMBs

In this advanced follow-up, host David Hooser sits down again with CPA and former attorney Mark Schwartz to dig into the systems that move small and mid-sized businesses from “organized” to “optimized.” What you’ll learn: How to connect your CRM to accounting (e.g., QuickBooks) for real cash-flow forecasting—not just bank balances Inventory intelligence: turnover, just-in-time realities, and choosing industry-specific software Building a clean data pipeline across sales orders, purchase orders, invoicing, and AR/AP Training teams to input the right data (because good data in = good decisions out) Planning working capital: lines of credit vs. credit cards, timing cash cycles, and reading the balance sheet Sales tax automation and quarterly rhythms most owners miss Smart tax moves with a savvy CPA, from timing expenses to leveraging depreciation rules If you’re ready to leverage technology, protect your data, and turn reporting into real decisions, this episode is for you. Subscribe to What Keeps You Awake.tv for more straight-talk strategy from experts who help entrepreneurs win. #MarkSchwartz #SmallBusiness #Entrepreneurship #Accounting #CashFlow #InventoryManagement #CRM #QuickBooks #TaxStrategy #BusinessSystems #DataSecurity #FinancialPlanning #WhatKeepsYouAwake