Beyond the Basics: Mark Schwartz on Tech-Driven Finance, Inventory, and Tax Strategy for SMBs
Most small businesses think they’re “organized.” But the real winners are optimized.
In this advanced follow-up on What Keeps You Awake.TV, host David Hooser sits down again with Mark Schwartz — a CPA and former attorney who helps small and mid-sized businesses master the systems that fuel cash flow, compliance, and growth.
🎯 Inside This Episode:
• How to connect your CRM to QuickBooks for true cash-flow forecasting
• The truth about inventory turnover, JIT realities, and niche software
• Building a clean data pipeline across sales orders, POs, invoicing, and AR/AP
• Why training your team on data entry discipline is a profit driver
• Working capital wisdom: credit lines vs. cards, cash-cycle timing, and reading the balance sheet
• The quarterly sales tax rhythms most owners miss
• Smart tax strategies: timing expenses, leveraging depreciation, and working with a savvy CPA
Mark pulls no punches — this is real-world accounting and systems strategy for founders who want to grow without chaos.
📌 If you’re ready to leverage tech, protect your data, and turn reports into decisions, this episode is a must-watch.
🔔 Subscribe for more raw, practical convos with experts who help entrepreneurs win.
📣 Share in the comments: What’s your #1 system challenge holding your business back right now?
🔑 Hashtags:
#MarkSchwartz #Entrepreneurship #SmallBusiness #CashFlow #Accounting #BusinessSystems #CRM #QuickBooks #TaxStrategy #FinancialPlanning #InventoryManagement #DataSecurity #WhatKeepsYouAwakeTV
