In this episode of the Thrive Business Breakthrough Podcast, Ruperto Roman, Tax Strategist, Investment Advisor, and founder of Roman Finance, discusses the critical importance of establishing a solid tax strategy and estate planning from the outset of a business. Ruperto emphasizes the need for a strong financial foundation to prevent future pitfalls and advocates for outsourcing financial tasks to allow business owners to focus on their passions.

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To learn more about Thrive 2026: The Business Breakthrough Summit visit www.ThriveBreakthroughSummit.com

To connect with Gretchen Behar:

Linktree: https://linktr.ee/gretchen.behar

To connect with Vida Kalhor:

Website: https://radiancercm.com/

To connect with Gary Montalvo:

Link in Bio: https://www.garymontalvo.com/link-in-bio

To connect with Ruperto:

Website: https://www.romanfinance.com/

LinkedIn: https://www.linkedin.com/in/ruperto-roman-jr-106514b8/

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Love this episode? Here’s how to support the show:

• Subscribe & never miss an episode!

• Leave a 5-star review on Apple Podcasts or Spotify. It helps more people discover the show!

• Share this episode with an entrepreneur friend.

_______________________________________________________________

Have a question or suggestion for the show? Let us know about it by emailing Hello@ThriveBreakthoughSummit.com

Sign up to get episodes and bonus content delivered to your inbox weekly at Hello@ThriveBreakthoughSummit.com

Watch the podcast on YouTube: https://www.youtube.com/@ThriveBusinessBreakthrough

In this episode of the Thrive Business Breakthrough Podcast, Candice Tulsieram, founder of Starfish Digital Marketing, shares her journey from event management to digital marketing. She discusses the importance of strategic marketing, automation, and building systems that scale businesses while saving time and money. Candice emphasizes the significance of nurturing leads, retargeting, and optimizing Google business profiles. She also highlights common mistakes in digital marketing and offers insights into effective ad strategies.

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To learn more about Thrive 2026: The Business Breakthrough Summit visit www.ThriveBreakthroughSummit.com

To connect with Gretchen Behar:

Linktree: https://linktr.ee/gretchen.behar

To connect with Vida Kalhor:

Website: https://radiancercm.com/

To connect with Gary Montalvo:

Link in Bio: https://www.garymontalvo.com/link-in-bio

To connect with Candice:

Link in Bio: https://starfishdigitalmarketing.com/

Candice’s Free Webinar on AI Automation for your business: https://starfishdigitalmarketing.com/registration?am_id=garymontalvo1272

_______________________________________________________________

Love this episode? Here’s how to support the show:

• Subscribe & never miss an episode!

• Leave a 5-star review on Apple Podcasts or Spotify. It helps more people discover the show!

• Share this episode with an entrepreneur friend.

_______________________________________________________________

Have a question or suggestion for the show? Let us know about it by emailing Hello@ThriveBreakthoughSummit.com

Sign up to get episodes and bonus content delivered to your inbox weekly at Hello@ThriveBreakthoughSummit.com

Watch the podcast on YouTube: https://www.youtube.com/@ThriveBusinessBreakthrough

In this introductory episode of Thrive: The Business Breakthrough Podcast, we meet hosts Gary Montalvo, Gretchen Behar, and Vida Kalhor. Together, they introduce the podcast and how it connects to the Thrive 2026 Business Summit taking place in South Florida on Saturday, February 28th. Whether you plan to join them at the Summit, this will be a space to empower entrepreneurs through resources, coaching, and networking opportunities. Join us on this journey!

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To learn more about Thrive 2026: The Business Breakthrough Summit visit www.ThriveBreakthroughSummit.com

To connect with Gretchen Behar:

Linktree: https://linktr.ee/gretchen.behar

To connect with Vida Kalhor:

Website: https://radiancercm.com/

To connect with Gary Montalvo:

Link in Bio: https://www.garymontalvo.com/link-in-bio

_______________________________________________________________

Love this episode? Here’s how to support the show:

• Subscribe & never miss an episode!
• Leave a 5-star review on Apple Podcasts or Spotify. It helps more people discover the show!
• Share this episode with an entrepreneur friend.

_______________________________________________________________

Have a question or suggestion for the show? Let us know about it by emailing Hello@ThriveBreakthoughSummit.com

Sign up to get episodes and bonus content delivered to your inbox weekly at Hello@ThriveBreakthoughSummit.com

Watch the podcast on YouTube:

In this episode of Thrive, the business breakthrough podcast, hosts Gary Montalvo, Gretchen Behar, and Vida Kalhor welcome Jessie Brundage, founder of Oak & Ledger, to discuss the importance of bookkeeping for small businesses. Jessie shares her journey from working in Big Four Public Accounting to starting her own bookkeeping firm, emphasizing the need for accurate financial tracking and the common mistakes entrepreneurs make. The conversation covers the differences between bookkeeping and accounting, the significance of monitoring finances regularly, and the impact of financial management on business success.

_______________________________________________________________

To learn more about Thrive 2026: The Business Breakthrough Summit visit www.ThriveBreakthroughSummit.com

To connect with Gretchen Behar:

Linktree: https://linktr.ee/gretchen.behar

To connect with Vida Kalhor:

Website: https://radiancercm.com/

To connect with Gary Montalvo:

Link in Bio: https://www.garymontalvo.com/link-in-bio

_______________________________________________________________

Love this episode? Here’s how to support the show:

• Subscribe & never miss an episode!

• Leave a 5-star review on Apple Podcasts or Spotify. It helps more people discover the show!

• Share this episode with an entrepreneur friend.

_______________________________________________________________

Have a question or suggestion for the show? Let us know about it by emailing Hello@ThriveBreakthoughSummit.com

Sign up to get episodes and bonus content delivered to your inbox weekly at Hello@ThriveBreakthoughSummit.com

Watch the podcast on YouTube: https://www.youtube.com/@ThriveBusinessBreakthrough