Episode 120 - In this episode, we explore how records and contracts aren’t just administrative necessities—they’re strategic assets that shape the trajectory of a business. From articles of incorporation and bylaws to board minutes and inter-entity agreements, these documents form the governance-grade foundation TrailBlazer Consulting champions. They offer more than a compliance snapshot—they reveal operational intent, strategic alignment, and the maturity of decision-making. While accounting records track financial flow, contracts often introduce performance thresholds, fee structures, and service expectations that can be leveraged to maximize value. A well-structured agreement doesn’t just define scope—it activates outcomes. And with the rise of AI, businesses now have the opportunity to analyze these documents at scale, surface trends, and identify logical connections—provided the human context is clearly defined first. At TrailBlazer, we view documentation as a lens into business integrity, scalability, and readiness for what’s next. Episode Length: 00:17:14

Episode 119 - From press to pixel. In this episode, we journey through the transformative history of recorded communication—from press to pixel. The invention of the printing press to the rise of typewriters and the proliferation of copiers. We examine how Gutenberg’s movable type democratized access to written knowledge, how typewriters standardized documentation across government and industry, and how copiers ushered in the age of mass duplication and desktop publishing. These innovations didn’t just change how records were created—they reshaped governance, education, and the very architecture of information. Whether you're a compliance professional, historian, or tech enthusiast, this episode offers a compelling look at the tools that built our modern recordkeeping systems. Episode Length: 00:20:18

Discover how recordkeeping evolved from clay tablets to cloud-based systems. Lee and Maura explore the timeless principles of governance, transparency, and accountability that shape how we document and manage information today. Episode length: 00:16:33

Episode 117 - In this episode, we unpack the hidden backbone of every business: data. From handwritten guest books to sophisticated CRMs, we explore the many forms customer and operational data can take—and why protecting it is non-negotiable. You’ll learn how to classify data by sensitivity, navigate privacy laws, and build retention schedules that meet legal and operational needs. Whether you're managing supplier contracts, employee records, or financial documents, this 10-minute primer will help you understand what to keep, how long to keep it, and where to start. Plus, we share a free resource from TrailBlazer Learning Academy to help you build your own retention schedule with confidence. Episode Length: 00:24:09 Learn more by visiting our website, or by sending TrailBlazer an email at info@TrailBlazer.us.com.

Episode 116 - In this episode of TrailBlazer, Maura and Lee dive into the essential components of business infrastructure setup—the behind-the-scenes systems that shape how your business communicates, operates, and scales. From branded office supplies that silently reinforce professionalism to hardware and software that streamline operations, every element plays a strategic role. Learn how to embed value positioning into your templates, choose tech that supports compliance and mobility, and create a digital presence that converts. Whether you're launching or leveling up, this episode reveals how infrastructure becomes the root system of sustainable growth. Episode Length: 00:10:58 Learn more by visiting our website, or by sending TrailBlazer an email at info@TrailBlazer.us.com.

Welcome to What Counts, the podcast where we decode the complexities of information governance and spotlight the strategies that drive operational maturity. In this episode, we’re diving into the foundational—but often overlooked—pillars of business success: payroll and human resources. From navigating payroll taxes and compliance to designing benefits that serve both your team and your bottom line, we’ll explore how intentional HR planning can protect your business, fuel growth, and create a resilient workplace culture. Whether you're scaling a startup or refining enterprise operations, this episode offers actionable insights to help you hire smarter, report cleaner, and build stronger Episode length: 00:20:41

Welcome to What Counts, the podcast where information governance meets real-world strategy. In this episode, Lee and Maura unpack the often-overlooked—but absolutely mission-critical—domains of Payroll and Human Resources. From tax compliance and structured reporting to strategic hiring and benefits that actually benefit the business, we explore how these foundational systems can drive resilience, reduce risk, and support scalable growth. Whether you're a founder navigating first hires or a compliance lead refining your employee life cycle, this episode delivers actionable insights to help you build HR and payroll processes that are audit-ready, culture-conscious, and built to last. Episode length: 00:19;51

Episode 113 - In today’s fast-paced business landscape, tracking isn’t just a back-office chore—it’s a strategic advantage. Whether you're managing a lean startup or scaling operations, accurate time and inventory tracking can make or break your bottom line. In this episode of What Counts?, we dive into why tracking matters—from streamlining payroll and boosting productivity to preventing inventory loss and improving cash flow. You’ll learn how modern tools like digital timesheets, automated payroll systems, and real-time inventory software can transform your operations. Tune in to discover actionable strategies that help you stay compliant, efficient, and profitable. Episode length 00:18:17

Episode E112 - In this episode of What Counts?, Maura and Lee unpack foundational financial management strategies and practical tips that every entrepreneur should know. From separating business and personal finances to choosing the right accounting software, this conversation is your guide to staying organized, building credibility, and planning for long-term success. Listeners will learn: -Why keeping business finances separate matters: Better organization, smoother tax reporting, and enhanced professional credibility. -How to open a business account: Choosing the right bank, preparing your documents, and selecting account features like checks and debit/credit cards for financial flexibility. -Selecting accounting software: QuickBooks is highlighted as a top choice for automating income and expense tracking, managing invoices, categorizing transactions, and staying compliant with tax regulations. -Best practices for financial success: Weekly transaction reconciliation, leveraging reports for decision-making, and setting up automated reminders for payments and tax deadlines. -Whether you're launching your first venture or fine-tuning your financial systems, this episode offers actionable insights designed to simplify your processes and empower your business journey. Episode length 00:17:10

Why every business needs a trusted lawyer and accountant from days one. Welcome to What Counts, the podcast that explores the power of information governance and the strategies behind smarter business decisions. In this episode, hosts Lee and Maura unpack one of the most critical, yet often overlooked, components of entrepreneurial success: professional support. From choosing the right business structure to mastering tax strategy and protecting your intellectual property, the right lawyer and accountant can be the difference between smooth scaling and costly setbacks. Tune in as we share real-world insights and practical guidance on how to build your business with the right experts by your side. Episode length 00:15:20

Future-proofing your business in today's fast-paced world is a challenge. Businesses that thrive are those that anticipate change before it happens. In this episode of What Counts, hosts Maura and Lee break down the essential framework for smart planning: seeing opportunities, watching for market signals, and building strategic plans that ensure long-term success. Whether it's adapting to industry trends, improving information governance, or strengthening business resilience, this discussion highlights proven methods to lead, work, and build toward a future that works for you. Tune in to learn how top innovators spot opportunities, decode market shifts, and create a strategic blueprint for success. Don't wait for change-get ahead of it. Episode length 00:19:04

Episode 109 - Branding basics at What Counts, the podcast dedicated to navigating the world of information governance with expert insights and actionable strategies. In this episode, hosts Maura and Lee explore the fundamentals of branding and marketing, covering two essential steps: creating a compelling logo and registering your business name. Whether you're launching a startup or refining an established brand, understanding these key branding elements is crucial to standing out in a competitive market. Learn how strong branding enhances credibility, attracts customers, and sets the foundation for a successful business. Discover expert tips on choosing the right business name, ensuring legal compliance, and designing an effective logo that resonates with your audience. Tune in to gain valuable branding knowledge that will help you build a lasting impression and drive your business forward! Episode length 00:13:04.

Building a business foundation requires more than a great idea—it demands proper legal structuring and compliance. In this episode, we explore key foundational steps, including filing Articles of Incorporation to establish your entity, crafting a mission statement to define your business’s purpose, and drafting a General Operating Agreement to clarify roles and responsibilities among stakeholders. Additionally, we break down the essential process of filing with the IRS, securing an Employer Identification Number (EIN), and setting up your corporate details to ensure tax compliance. Whether you're an aspiring entrepreneur or refining your existing business framework, this episode offers actionable insights to protect your assets, maintain alignment, and build a resilient foundation for long-term success. Tune in to streamline your path to business ownership! Episode length 00:16:35

Establishing a business starts with selecting the right legal structure, which impacts taxes, liability, and operational flexibility. Entrepreneurs can choose from Sole Proprietorships for simplicity, Partnerships for shared ownership, LLCs for liability protection, C Corporations for investor appeal despite double taxation, or S Corporations for tax advantages with ownership limitations. Careful evaluation of these options ensures alignment with long-term business goals and financial considerations. Once the legal structure is determined, the next crucial step is filing the Articles of Incorporation, which formalizes the business entity. This documentation includes essential details such as the business name, purpose, registered agent, and incorporators' information. Properly completing and filing these documents ensures legal recognition, compliance, and a strong foundation for growth and operational success. Episode length 00:20:05.

In today's fast-moving market, adaptability isn't a luxury-it's a necessity. Success belongs to businesses that are resilient by design, stay motivated, and build a foundation strong enough to withstand uncertainty. In this episode, we explore what it takes to remain robust in an ever-evolving economy, from fostering a continuous learning mindset to navigating unexpected challenges. Whether you're a startup or an established enterprise, the key to long-term growth lies in agility, innovation, and the courage to keep moving forward. Join us as we break down the strategies that turn obstacles into opportunities and setbacks into stepping stones. Episode length 00:19:05.

2025 Episode 105 - Strategic growth: defining, building, and scaling your business while balancing talent and profitability are just a few items you will hear about in our second video episode. Launching and strategically growing a business requires more than just a vision—it demands strategic decision-making at every stage. In this episode, we explore the foundational steps of defining your business purpose, crafting an operational strategy, and setting a path for sustainable growth. We tackle the balancing act between hiring the right team, investing in training, and maintaining profitability while continuously evaluating performance to drive success. Whether you're a startup founder or an established entrepreneur, this discussion will provide actionable insights for structuring a business that thrives in an evolving market. Episode length 00:14:53

2025 Episode 104 – We're thrilled to bring you something brand-new with our first-ever video episode! As we explore this exciting format, we kindly ask for your patience as we work through learning new tricks to deliver the best possible video experience for you. In this inaugural video episode, we’ll dive into the compelling world of starting a business. From the initial spark of an idea to tackling the tough realities of implementation, we’ll examine the challenges—and specifically, the information governance challenges—that entrepreneurs often face on their journey. To enrich the conversation, we’ll not only introduce essential business concepts but also share practical insights from our own experiences at TrailBlazer Consulting, LLC. We’ll compare the subject matter to how we’ve navigated these very challenges, providing real-world context and actionable takeaways for you. Let’s get started on this journey together as we blaze new trails in business, information governance, and this exciting video format. Stay tuned, and thank you for joining us! Episode length 00:00:00

2025 Episode 103 – The devils in the details when it comes to infrastructure. Following along with the components of TrailBlazer’s Information Design framework, we cover the base component - Infrastructure. Where are the devils in the details when it comes to Infrastructure? Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they explain where devils in the details hide when it comes to Infrastructure. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company. Episode length 00:10:24.

2025 Episode 102 – The devils in the details when it comes to applications. Following along with the components of TrailBlazer’s Information Design framework, we cover one of the supporting pillars called Applications. Where are the devils in the details when it comes to Applications? Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they explain where devils in the details hide when it comes to Applications. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

2025 Episode 101 – The devils in the details when it comes to data | content. Following along with the components of TrailBlazer’s Information Design framework, we cover one of the supporting pillars called Data | Content. Where are the devils in the details when it comes to Data | Content? Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they give a slightly cautionary tale on how the devils can be in the details when it comes to Data | Content. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.