Unfiltered Profit

EXPLORE

Society & Culture

© 2024 PodJoint

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/14/7d/50/147d50bf-6344-6697-921e-bfc9b86d21c4/mza_11845532955387275135.jpg/600x600bb.jpg

Unfiltered Profit

Caitlynn Eldridge and Seanna Asper

22 episodes

1 day ago

Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...

Show more...

Entrepreneurship

Self-Improvement

All content for Unfiltered Profit is the property of Caitlynn Eldridge and Seanna Asper and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...

Show more...

Entrepreneurship

Self-Improvement

Episodes (20/22)

Unfiltered Profit

5 Business Tools That Save Us Time, Money, and Mental Energy

Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...

3 days ago

16 minutes

Unfiltered Profit

Less Profit, More Purpose: How Culture-Driven Benefits Can Still Make Financial Sense

What if your biggest return on investment isn’t in your profit margin — but in your people? Most business owners measure success by how much money they take home. But what if the smarter move is paying for things like childcare, wellness stipends, and mental health days — all while reducing your tax bill? In this episode, Caitlynn and Seanna unpack how people-first benefits can actually strengthen your financials and culture. They share real-world examples (like CAKES paying for employee chil...

1 week ago

12 minutes

Unfiltered Profit

How We Planned Our Year Using EOS (and What You Can Steal From It)

Are you overcomplicating your business planning process? Most small business owners start the year with big goals—but no clear roadmap to actually achieve them. Annual planning can feel overwhelming, especially when popular systems like EOS seem built for Fortune 500 companies instead of your lean, service-based business. In this solo episode, Seanna pulls back the curtain on how she and Caitlynn simplified EOS to create an annual planning rhythm that actually works for their team, their life...

2 weeks ago

24 minutes

Unfiltered Profit

No Tax on Overtime Explained: What the New Law Means for Workers

Are you missing out on the new overtime tax break? Most employees are losing hundreds because they don’t understand how the new overtime tax law actually works. In this episode, Caitlynn and Seanna unpack the new 2025 rules on overtime taxation and what it means for your paycheck—whether you’re clocking extra hours or managing a team that does. By the time you finish listening, you’ll discover: What part of your overtime pay is truly tax-free—and what still gets taxedHow to prepare your pay s...

3 weeks ago

14 minutes

Unfiltered Profit

No Tax on Tips Explained: What the New Law Means for Workers & Businesses

Grab your latte and your ledger—because this episode of Unfiltered Profit breaks down a hot new tax update that has everyone from beauty salon owners to restaurant managers buzzing: the “No Tax on Tips” provision in the OB3 bill. So, what’s the deal? Is it really no tax? Does it start now? Will your clients (or your employees) be drowning in IRS love letters? We’re answering all that and more with Caitlynn, who’s been reading tax code like it’s her latest thriller. Here’s what we unpack: Why ...

1 month ago

12 minutes

Unfiltered Profit

Tax Deductions We Love to Hate: The Top 5 That Drive Us Nuts

Are You Actually Maximizing Your Tax Strategy — or Just Hoping for the Best? The Mistake Too Many Business Owners Make Most entrepreneurs assume their accountant is “handling everything,” but the truth is most professionals are only filing — not planning. That means you could be missing deductions, misusing write-offs, or overpaying taxes simply because no one is looking at the strategy behind your numbers. Here’s the Real Talk You Need to Hear In this episode of Unfiltered Profit, Caitl...

1 month ago

17 minutes

Unfiltered Profit

Behind Prospera: The Partners Powering the Vision

We’re a dozen-plus episodes in, and it’s finally time we let you peek behind the curtain. In this episode of Unfiltered Profit, we’re slowing down the tax talk to give you the why behind Prospera: who we are, how we got here, and what it really looked like to merge two successful firms mid-busy season (spoiler: chaos, babies, surgeries, but also magic). You’ll hear from Caitlynn and Seanna on everything from their parallel-but-different paths into accounting, to why they believe bookkeeping a...

1 month ago

32 minutes

Unfiltered Profit

The 2025 HIRE Act: What Business Owners Need to Know Now

Are You Trusting Financial Advice That’s Costing You Thousands? The painful truth about outdated tax strategies Most entrepreneurs are blindly following advice they saw online or heard from a friend — without realizing it could actually cost them more money in taxes and lost opportunities. Stop falling for myths and start making decisions backed by real strategy In this episode, Caitlynn and Seanna pull back the curtain on the latest tax changes, reporting rules, and financial strategies that...

1 month ago

13 minutes

Unfiltered Profit

Outsourced But Not Off the Hook

Is hustle culture secretly draining your profit? Working harder doesn’t always mean earning more—and for many business owners, burnout is the hidden expense eating away at margins. In this episode, Caitlynn and Seanna expose how overwork, poor boundaries, and unclear strategy cost entrepreneurs both money and peace—and what to do instead. Running a business isn’t about staying busy; it’s about building something sustainable and profitable. This conversation will help you rethink how you’re me...

1 month ago

22 minutes

Unfiltered Profit

Marketing Firms and Money Leaks: Stop Scope Creep, Fix Billing, and Protect Profit

Is your marketing firm bleeding profit without you realizing it? From endless revisions to slow-paying clients, hidden money leaks are draining agencies more than they think. Caitlynn and Seanna pull back the curtain on the most common financial red flags inside marketing and creative firms—and how to finally fix them. In this episode, they uncover how scope creep, unclear billing models, and a lack of financial tracking silently erode profit. Whether you’re running a boutique agency or fre...

2 months ago

21 minutes

Unfiltered Profit

Architecting Profit: Build an Architecture Firm That Pays You Back

You might think your billing model or project volume is fine—until the numbers tell a different story. From cash flow crunches to billing mistakes, this episode uncovers where architecture firms really bleed money—and how to stop it. Caitlynn and Seanna break down the most common financial blind spots for architecture firm owners. Whether it’s flat fees that don’t cover scope creep, receivables dragging out for 60+ days, or failing to track true delivery costs, these mistakes silently erode ...

2 months ago

29 minutes

Unfiltered Profit

Is Your Business Model Breaking Your Profit? How to Fix the Foundation Before Scaling

Think raising your prices is the answer? What if the real problem isn’t your pricing—but your business model? Before you add another offer or scale your team, you need to fix the financial foundation. In this episode, Caitlynn and Seanna dig into one of the biggest mistakes service-based business owners make: trying to fix profitability problems by tweaking prices or hiring—without understanding the business model underneath. If your costs are unclear, your delivery is draining your time, or ...

2 months ago

21 minutes

Unfiltered Profit

How to Clean Up Your Financials Mid-Year Without Starting Over

Think you’re pocketing an easy 15% tax savings? You might be paying for it in ways you haven’t calculated. Too many business owners get pushed into an S-Corp without understanding the bookkeeping, payroll, and compliance traps that come with it. The result? More stress, higher costs, and zero real benefit. In this episode, Caitlynn and Seanna strip away the hype and give you the unfiltered truth—so you can decide if the S-Corp is a smart move for your business or a financial sinkhole. BY ...

2 months ago

18 minutes

Unfiltered Profit

Don’t Hire a CFO (Yet): What Your Business Actually Needs to Be Profitable

Are You Hiring a CFO Too Soon? Thinking a CFO will fix your money problems? Here’s the truth: most businesses don't need a CFO—they need clarity, not complexity. In this episode, Caitlynn and Seanna pull back the curtain on the “fractional CFO” trend that’s flooding the online space. Spoiler: A title doesn’t mean someone is qualified—or what your business actually needs. Too many entrepreneurs jump into hiring a CFO when what they really need is better bookkeeping, strategic financial supp...

3 months ago

20 minutes

Unfiltered Profit

How to Know If It’s Time to Scale or Stay Solo as a Business Owner

Should you really scale—or are you just burned out and bored? Most service providers think building a team is the only way to grow… …but they end up overworked, underpaid, and managing people they never wanted to hire in the first place. If your calendar’s full but your life isn’t, it’s time to rethink what growth looks like—for real. In this episode, Caitlynn and Seanna break down the true cost of scaling, why staying solo can be strategic, and how to figure out which path actually alig...

3 months ago

23 minutes

Unfiltered Profit

The One Big Beautiful Tax Bill: What You’re Not Hearing About OB3 (But Need to Know)

Are you making money in your business but still feel blindsided by your tax bill? You’re not alone—and chances are, you’re operating with outdated strategies and bad advice that no longer work under the new tax law. In this solo episode, CPA and tax strategist Caitlynn Eldridge breaks down the real impact of OB3—aka “The One Big Beautiful Bill”—a sweeping tax overhaul with changes that aren’t getting enough attention (but should). From surprise penalties to misunderstood deductions, Caitlynn ...

3 months ago

26 minutes

Unfiltered Profit

The #1 Reason Your Bank Account Is Still Empty (Even with More Clients)

Are you working harder, selling more, and still wondering where the heck your money is? If you think growing revenue will automatically grow your profit, think again. This is one of the most dangerous myths in small business—and it’s draining your time, your energy, and your bank account. Most entrepreneurs are scaling broken systems with bloated overhead and underpriced offers… and they don’t even realize it. In this episode, Caitlynn and Seanna break down the real reason you feel busy but s...

3 months ago

16 minutes

Unfiltered Profit

Why Your Accountant Is Leaving You in the Dark (and What to Do Instead)

Ever wonder why your business is "profitable" on paper—but your bank account tells a different story? If your accountant only shows up once a year to file your taxes and smile reassuringly, you're not just missing out on strategic financial insight—you’re flying blind. Too many business owners assume that hiring a CPA means their finances are covered. But that’s one of the biggest (and most expensive) lies in entrepreneurship. In this episode, Caitlynn and Seanna expose how the traditional ac...

3 months ago

11 minutes

Unfiltered Profit

Why Your Bookkeeping Might Be Useless (And What to Do About It)

Is your bookkeeping helping you grow—or just helping you survive tax season? Most business owners think if their books are categorized and their CPA can file their taxes, they’re “good.” But in reality? That’s the bare minimum. The truth is, if your bookkeeping isn’t giving you strategic insight, timely cashflow visibility, and clear reports—you’re making decisions in the dark. In this episode, Caitlynn and Seanna break down why so much bookkeeping is useless for real business growth, how AI ...

3 months ago

14 minutes

Unfiltered Profit

Why That ‘Smart’ Business Purchase Is Costing You Thousands

Think that write-off is saving you money? Or is it secretly draining your cash? Too many business owners treat tax deductions like free money—spending thousands just to lower their tax bill, thinking it’s a smart financial move. But here's the truth: you’re still spending real cash, and in most cases, you're saving way less than you think. In this episode, Caitlynn and Seanna break down what a tax deduction really is (and isn’t), why your CPA probably isn’t warning you about it, and how to st...

3 months ago

13 minutes