Welcome to Balance Your Books — the podcast where accounting meets real-world business with some Gen-X flair! Hosted by seasoned CPAs Kina Morgan, April Battiste-Reid, and Kimberly M. Johnson, this show breaks down the numbers entrepreneurs and small business owners need to know. From accounting basics to risk management, financial reporting, and smart planning, we cover it all—minus the jargon.
📩 Want expert help? Contact the Your Balanced Partners team behind the mic. 404.236.9362 • Info@yourbalancedpartners.com
Get ready for the 2027 tax preparation season now, during the 4th quarter of 2026!Kimberly M. Johnson, CPA, MBA, shares 4 things you can do right now to get ready:1. Know your organization’s status. Are you a sole proprietor, LLC, or S-Corp?2. Make sure you have the correct information for your employees, vendors, and contractors.3. Gather all your business expenses, especially those paid with personal funds.4. Review your financial statements BEFORE the end of the year.
24 Sept 2026
Hispanic Heritage Month Special: Protecting Latino-Owned Businesses In An Uncertain Time.
Latino entrepreneurs contribute to their communities, create jobs, support families, and build generational wealth—but navigating taxes, documentation, payroll, banking, and changing immigration policies can create serious challenges for business owners.In this special Hispanic Heritage Month episode of Balance Your Books, Kina and Kimberly sit down with Martha Juarez Ramirez, owner of Servicios Ramirez, a Kansas City-area bookkeeping and payroll firm that has spent 30 years helping Spanish-speaking entrepreneurs navigate the financial and administrative systems that affect their businesses.Martha shares what she is seeing firsthand in the Latino business community and practical steps entrepreneurs can take to better protect their businesses, income, assets, and families.
19 Aug 2026
Hiring Help? Don't Let Your Next Hire Become a Financial Problem!
Misclassifying W-2 employees and 1099 contractors can cost a small business far more than payroll taxes - it can trigger penalties, audits, back taxes, and even lawsuits. If you hire people, pay contractors, or are thinking about scaling your team, this conversation with HR expert Anika Bowles is the reality check you need.Kina and Kimberly bring back Anika Bowles of Anika Bowles Consulting to break down the decisions business owners get wrong most often when building out their teams. The biggest mistake? Thinking you and the worker get to decide whether someone is a W-2 or a 1099. Anika explains why the role, the control you have over the work, and the way the person functions in your business determine classification - not preference.You'll discover why a W-2 employee is far more than a salary line item, how to budget for the real cost of hiring, and why "clarity before capacity" should guide every hiring decision. And the stakes are real. Misclassification can lead to unemployment claims, state audits, civil suits, penalties, interest, and damage to your reputation and cash flow. The hosts share real-world examples of what happens when businesses ignore the rules - and why paying for the right setup on the front end is always cheaper than cleaning up a mess later.Essential listening if you run a small business, manage a growing team, or want to avoid the costly mistakes that come with hiring the wrong way. Listen now before your next people decision turns into a financial one.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
23,008
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
17 ratings
Spotify
5.0 / 5
3 ratings
Podcast Authority Score: 41 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
31
Social presence
0
YouTube
76
Engagement
51
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[Host Name] and Kimberly and Kina host the show. Published by Balance Your Books Podcast.
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