In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring why strong managers are the backbone of every successful organization. Dave is joined by Brian Walch, owner of Shift Focus Coaching and Consulting, who draws on his diverse career—from software development to executive coaching—to reveal what it really takes to turn managers into influential leaders.
Dave and Brian
Want the Truth or Just What Sounds Good?
THE OPPORTUNITY: A first-time investor found a promising “fix-and-flip” property: run-down, freshly listed, and attracting attention from multiple investors. The seller’s estate was eager for a fast, “as-is” sale.
THE REALITY CHECK: The listing agent made it clear—the home wouldn’t pass an appraisal due to its condition. Traditional financing was off the table.
I offered two realistic options:
Unlock Tax Savings: Why a Tax Strategy Advisor Should Be Your Partner
Tax planning is a crucial element of sound financial management, whether you are an individual seeking to minimize your tax burden, a business aiming to optimize your profitability, or a family looking to save money and improve your overall financial well-being. The complexities of tax laws and regulations can be overwhelming, making it difficult to navigate the landscape effectively. Engaging
How Even Non-Techies Can Use AI to Write a Smarter Business Plan
Some people talk about AI like it’s either going to replace humans or solve world peace. Let’s be real—it’s neither. For small business…
Tariffs Turn the Tables: How to Keep Your Margins from Getting Mugged
If you’ve noticed your supplier invoices creeping up, it’s not “just inflation.” The new tariffs are landing hard — in some cases, adding…
Mastering Public Speaking for Career Success – Juanita Wheeler
Public speaking is one of the most common fears in business—but it doesn’t have to hold you back.
In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring the business value of public speaking with Juanita Wheeler, a TEDx speaking coach, strategist, and expert in persuasive communication.
Juanita shares her journey from introvert to speaker and coach, revealing
The Mortgage Mistake That Nearly Cost a Family Their Home
THE SCENARIO: Martha and Mary—lifelong best friends and devoted moms—are both navigating divorce. Like many, they paused their careers to focus on raising children. Now, their top concern is providing stability: keeping their kids in the same home, neighborhood, and school.
THE PROBLEM: Martha’s attorney negotiated what seemed like a solid agreement: child support, alimony, and a clause requiring her
Transforming HR with Data: Human Capital as a Strategic Investment – Dr. Solange Charas
What if HR could be measured with the same rigor as finance?
In this episode of Behind The Numbers With Dave Bookbinder, we’re diving into how human capital can—and should—be treated as a value-creating investment. Dave is joined by Dr. Solange Charas, founder of HC Moneyball, co-author of Humanizing Human Capital, and professor at Columbia University.
Dr. Charas shares how
Why Your Accountant Should Be Your Business’s Most Trusted Advisor
The role of an accountant has evolved significantly. No longer are they solely responsible for balancing books and preparing tax returns. In today’s increasingly complex economic landscape, accountants are increasingly becoming crucial advisors, guiding businesses through financial intricacies and helping them make informed decisions that impact their bottom line and future success. Their expertise extends far beyond basic bookkeeping, making
Smart Scaling Strategies for Business Owners – Andrea Beach
What’s stopping your business from scaling? It might be a revenue bottleneck—and Andrea Beach knows how to fix it.
In this episode of Behind The Numbers With Dave Bookbinder, Andrea Beach, CEO of Growth Concierge and founder of 22 companies, shares how her membership-based model gives businesses access to a team of seasoned entrepreneurs—without the overhead of full-time hires.
Andrea