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Curtis Forbes with MustardHub

March 7, 2025 by angishields

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Houston Business Radio
Curtis Forbes with MustardHub
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Curtis-ForbesCurtis Forbes is the Founder & CEO of MustardHub, a team engagement platform helping companies become destinations for workplace happiness. A 5X founder with three exits, Curtis has built and scaled businesses across education, technology, and creative industries.

With degrees from Berklee College of Music and NYU, his creative approach to leadership is influenced by his background as a musician and performer.

Outside of work, Curtis is a husband, father of four, and storyteller — with adventures ranging from visiting every MLB stadium in seven weeks to surviving a rattlesnake bite.

Trisha and Curtis Forbes discussed the importance of Mustard Hub, a team engagement platform that fosters workplace happiness and helps companies become destinations for employee engagement. They also addressed the challenges faced by businesses in adapting to the changing workforce and the need for budget-aligned solutions to address these challenges.

Curtis further explained the benefits of Mustard Hub, a platform designed to foster workplace equity and culture, and shared a success story of a preschool owner who saw a significant increase in employee satisfaction after using the platform.

Connect with Curtis on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to have this guest on with me. We actually met at the Franchise Business Review last year, which happened to be in Denver. And we’ve also had the opportunity to meet and talk about his incredible company. Curtis Forbes is with me today, founder and CEO of MustardHub, a team engagement platform helping companies become destinations for workplace happiness. Curtis, welcome to the show.

Curtis Forbes: Really happy to be here. I appreciate you having me.

Trisha Stetzel: Yeah, I’m super excited. I’ve had the opportunity to take an inside look at this amazing platform that you’ve built. And we’re going to talk a little bit about that today and a little bit about Curtis. So for our listeners who don’t know who you are or may not know who you are, tell us a little bit about you.

Curtis Forbes: Oh, gosh. Well, um, I might my early background is in music, actually, um, graduated with a degree in jazz composition, a master’s in jazz studies. Uh, spent about 15 years on the jazz circuit, performing up to four nights a week and teaching everything from privately up to higher education. So, um, I’ve performed with Grammy winners and was actually an active member of the Texas chapter for many years. I, uh, started an education company a little over 20 years ago while I was still performing quite a bit. And, uh, that was my entrance into the business world. And over the past 20 years, I guess we grew that small business and scaled the company to ten major markets across the country. And as I started to wind down my performance career, I also I built a startup in the video software space around 2012. Um, later exited a couple of years before Covid and and then, as the new world of work reared its head over the pandemic, I focused my energy on solving much bigger, much bigger people problems. But I’m a teacher, an entrepreneur. I think most importantly the the father of four amazing humans, a husband to my incredible wife who puts up with all my shenanigans.

Trisha Stetzel: Uh, I can’t imagine no shenanigans. Yeah. Uh, yeah. What an interesting path for us to go from music to education to business ownership. Although not strange. Just interesting. Right? Circuitous.

Curtis Forbes: Yeah.

Trisha Stetzel: Absolutely. Um, okay, so where does Mustard Hub come in? And before you go there, I want to ask you about the name, because that is one of the first questions I asked you before we even got here, right when we were getting to know each other. So tell me about the basis for the name first, and then tell us a little more about Mustard Hub.

Curtis Forbes: Gosh. Well, it was a little bit of an aha moment. You know, a mustard seed is is one of the smallest, um, seeds that can grow into one of the largest plants. And, you know, at the time when we built it, we were solving a problem for companies that work with a lot of independent contractors, organizations with team members who may feel disenfranchized or disassociated or even unable to access, you know, these types of benefits that, uh, um, you know, a lot of enterprise businesses can. And so, you know, it was this idea of being part of something bigger than just an individual, um, you know, so that’s sort of the genesis of where the name comes from. Um, I, I wish there was a a little bit of a better story, but I think that as you as you see the logo and I think, I think as you think about, um, what it means to be connected with a company that has a big, you know, a big vision or a mission that’s really meaningful to you. Um, but may not be, you know, one of their leadership or salaried, you know, it’s it’s a way to sort of be a small piece in a much bigger thing and feel a part of that.

Trisha Stetzel: Mhm. You should not undervalue the story behind mustard. The name Mustard Hub I think it’s fantastic. I love it and I see it and even through um your emotion and your values that you put out there for people to see, I think it’s really important that, uh, this just being a part of something bigger. Right. So tell me a little bit more about the the platform, not the technical parts of it, but why is it important to have something like this.

Curtis Forbes: Why is it important? Well, I mean, we now we now live in this culture driven workforce economy. I mean, times have changed, but companies are still operating, you know, the same way they did in the 50s, right? They’ll hire somebody. They hope it works out. Their employee sticks around for 30 years until they retire with with a nice gold watch and a trip to Florida. But we all know that that that doesn’t happen anymore, right? Almost half the entire workforce already has one foot out the door. Over 40%. And that’s on average, you know, in small businesses suffer disproportionately. You know, each marginal staff departure makes up a significant piece of the team. And in many cases, you know, that experience, the customer relationships, the institutional knowledge, it goes right along with it. And I think that given that, given that these times have changed, it has set up this scenario of winners and losers, right. You fight the change and you’re going to face more than two and a half times higher turnover rates, you’re going to have over 60% lower rate of revenue growth in a business life expectancy of, you know, less than eight and a half years. And if you embrace the change, you’ll find turnover can drop more than or up to about 150%, you know, four times higher revenue growth than between 300 600% ROI on your investment in people. So, you know, simply put, like there’s a new expectation in the workplace and traditional benefits are merely table stakes.

Curtis Forbes: There’s, you know, there’s over 11 million SMEs that feel the pain. A majority of them counted as their number one problem, right? Engagement, turnover. Most of those 11 million businesses have no solution for their people problem and no way to, I think, really empirically measure the real effects of their company culture on time, money and personnel. But like beyond that, the workforce is changing. You know, just like what I was mentioning a moment ago about, you know, some disconnected workforce, over 60% of the US workforce is going to be in the gig economy in the next five years. So how do you incentivize contractors? How do you incentivize small teams that can’t even provide benefits to their employees, like some preschools or salons or fitness centers that work part timers, you know, or hourly work workers? How can businesses that rely on this diverse worker classification use incentives and reward performance while keeping costs low? So I think that when you ask what’s important about it in these in these economic headwinds, this is a very budget aligned solution for something so comprehensive that I think many business owners often have anxiety over. And I think such a powerful solution to deal with this societal change that many business owners aren’t really sufficiently prepared to overcome.

Trisha Stetzel: Yeah, absolutely. So I’m thinking about the challenge, right? The challenge that Mustard Hub resolves or at least tackles. And a couple of things that you said, like engagement and turnover and benefits, I think are really important parts of what your platform can help with. Right. Or at least help start to tackle some of those challenges. So now people are even more curious, I’m sure, as they’ve listened to our conversation. What exactly does hub does Mustard Hub do?

Curtis Forbes: Well, what we set out to do, um, you know, Mustard Hub Operationalizes great culture by making personnel personal. Um, you know, it sounds, uh buzzwordy. But, you know, it is an employee and engagement platform like you described. It helps organizations develop winning company culture, uh, to help eliminate turnover and actually gain access to a lot of revolutionary business intelligence data to make better people decisions.

Trisha Stetzel: Hmm. That’s interesting. So I do want to ask you that. I mean, we all know that data is important. Some of us use it, some of us ignore it, but we know it’s important. So the type of data that you’re able to collect with this platform is mind blowing. I, by the way, if you didn’t hear me say this before, those of you who are listening, I’ve had the opportunity to see the platform and it is really, really cool. I’m going to have Curtis tell you how you can connect with him in a few minutes, so that you can also see how amazing this platform is, but it it’s mind blowing the data that you can get from this platform. So you talk a little bit about the data, Curtis, that you’re pulling.

Curtis Forbes: Sure. Well you know, data first of all gives you insights into um, you know, a lot of things you might not necessarily see otherwise. Insights with objective evidence, right? Our culture intelligence data can can tell you intrinsic and extrinsic motivators of your teams. They can level up management without really any training. Lift can alert you when your next employee is leaving the company before you, or maybe even they know. Um, that’s that’s pretty powerful stuff. I mean, imagine a scenario where you may not only be able to predict your next, uh, excuse me, your next staff departure, um, with accuracy, but but even help identify the next hire who has the experience, the expertise and personality attributes that are, you know, best going to succeed in that role. I mean, this this is what data can do, right? And that’s that’s incredibly powerful. We’re collecting millions of data points on virtually every type of interaction and activity that happens on this platform that can tell us, you know, a lot of this really, really incredible stuff that we wouldn’t be able to see otherwise.

Trisha Stetzel: Yeah, absolutely. One of the things that really stood out for me as you took me through the platform is this whole idea of, um, the I’ll just call it assistance with benefits. Uh, as I engage, I’m, uh, able to earn points or as the employer, I can give points. Right? Can you describe that a little bit to the audience?

Curtis Forbes: Sure. I would probably call it nontraditional benefits. I think benefits is a is a word of art that, uh, you know, means a lot of very specific things to specific people. Mustard hub does not carry, uh, health insurance. We are not a carrier. We don’t carry plans. Um, we don’t provide, you know, 401 K’s specifically. Now, what’s really unique and interesting about our platform is that we do have partners, um, and agency partners, and in our marketplace where team members can actually redeem these points, which I’ll talk about in a moment, um, towards, uh, purchases on the public health insurance marketplace, on Obamacare. They can actually use their points towards their monthly premiums, which is incredibly powerful. Um, so, you know, the way that, uh, the way that some of these things work, um, you know, businesses using sort of an agnostic currency on the platform. Right. Points to, um, businesses can incentivize their team members, um, with, you know, whatever behaviors that they’re really looking to promote. And so these employees, you know, or contractors really can rack up these points via a variety of different, you know, ways, both in the social engagement activity and also, you know, um, with regard to behavior recognition, etc., and then turn around and redeem these points in in this marketplace, it has over 1.5 million participating vendors that include everything from gift cards to exclusive vendor partners and even, you know, agency, insurance agency, partners, etc.. So that’s a little bit of how that works on the platform. Is that is that helpful?

Trisha Stetzel: Yeah, absolutely. There. So I have like 5 million questions. So I know we’re going to run out of time here. But I’ve also had the pleasure of seeing the platform. So since I’ve said that multiple times I think there’s probably some curiosity right now. Curtis, on what does that look like? So what’s the best way to get in contact with you? If someone’s interested in learning more about Mustard Hub.

Curtis Forbes: Uh, they can reach out to me directly at Curtis at Mustard Hub Comm. They can also email hello at Mustard Hub Comm, which would be our general mailbox on our website. There’s also a way to get on our website at Mustard hub.com. There is a way to connect with us. Um, you know, to, to learn more. Also.

Trisha Stetzel: Um, something you said earlier about contractors versus W2 employees. You may not have used that language, but that’s the language that that I would use. I’ve run organizations where we had a mixture, um, whether people agree with it or not, it does happen. And organizations have, uh, mixtures. So your tool, your platform can actually allow engagement without the challenge of this difference of W2 versus contractor. Can you talk about that.

Curtis Forbes: Yeah. So workplace equity is really important to us making sure everybody can be part of the discussion, but also giving the business owner the ability to configure it in a way to where he’s, you know, empowering all sides. Um, we never wanted to build a platform where a business owner or an administrator or whoever had to make a choice of whether or not they wanted to add certain team members or not. So we don’t have per user per month fees. We wanted organizations to sign up and add your entire census and you can actually configure these hubs, these these discussion areas, right? Based on the members, the team members that, um, that you are adding so mustered up essentially creates this environment where people can build relationships, right? They can collaborate, share, they can appreciate the contributions that each individual makes. And it doesn’t really matter what your employment classification is. Right? So this is where these businesses can celebrate people. And there are mechanisms built in that incentivize that recognize and reward employees for their behaviors that the business wants to promote. And in addition to the values that they want their teams to embody.

Curtis Forbes: And that doesn’t matter if you’re a contractor, it doesn’t matter if you’re on, you know, an hourly worker. It doesn’t matter if you’re working through the drive through or if you’re, you know, in an office in corporate. So the key here is that the businesses can really be intentional about the culture they want to create. And we all know that if you don’t create the culture intentionally, the culture will create itself. So there there is opportunities here for automation on the platform, which saves, you know, small business owners time and effort. There’s social engagement component that fosters collaboration. And business owners can configure that in a way to allow and disallow means very granular the customization. And we can also promote surveys, challenges, competitions to further engage staff with really little effort. So um, that’s kind of how we’re able to just bring everybody together, but then also give tools to the administrator to make sure that they’re creating it in a way so that whatever the stakeholders that are in this organization are able to access it and interact with it the way that they want them to.

Trisha Stetzel: Mhm. Is that something to me the last time we spoke two words. Operationalize. Operationalize that. Operationalize culture. Yeah. Get it out. Right. Talk about that. You said a little bit about culture. I was hoping that you would say that. So I wouldn’t have to because I just butchered it to death. It’s a big word. What can I say? Uh, but talk a little bit more about that, because I think that’s such an important part of what Mustard Hub brings to an organization.

Curtis Forbes: Well, you know, these these this system, it’s, um, the flexibility, I think. Second to none. And what’s really nice about the flexibility is being able to create these automations that can save time and effort, that can essentially create these, these conversations without a lot of manual lift. Right. Uh, rewards can be created for achievements that business owners want their employees to work towards. But it’s all simplified in just a click away, so to speak. Being able to promote these surveys or challenges, creating this conversation makes these relationships stickier. And it’s a self-perpetuating culture, right? It’s a self-perpetuating. It’s a mechanism that self-perpetuates this culture that you have intentionally created and developed without a manager needing to, you know, be in there spearheading every single conversation. Right. And so I think that that ultimately is some of the biggest value, because I think constantly business owners are having to having to either think about or figure out how can I more efficiently and effectively run my business, while also simultaneously creating this culture that I want to create, right? And, you know, is it expensive or how do I do it? Or what are the ways that I need to interact with my employees that will get them to feel or embody or demonstrate, right, this culture that I’m trying to actively create and that can feel overwhelming for a business owner. I know I was one, I wore that hat. I wore all those hats. Right? A lot of small business owners do wear all those hats. And so this platform essentially gives that business owner almost like a sidekick, right, where they can level up management, um, without, you know, really any, any, any training almost in a sense. Does that does that make sense?

Trisha Stetzel: Yeah, absolutely. Um, who. So if I’m a business owner, I’d like to know if this is the right platform for me. So what type can you describe the business business owner or owner business leader that be able to utilize this tool in their business.

Curtis Forbes: Sure. Um, well, it, uh, I it would, it would probably feel like grandstanding if I just said everyone, uh, you know, really would like to sound like, say, everyone. But, I mean, right now we’re built to scale up to teams of thousands, but we specialize with small businesses and franchises. It’s it’s a freemium model, so customers love us since there is no risk. It’s easy to use. And the upside is through the roof. You set your own budget and you can actually, you know, set safeguards so that you’re not going over budget. Partners love us as a huge value add to their suite of products and services. Since there’s no pressure on sales and support staff, you know, and the rewards can be pretty significant. So like I said, while it’s built for teams of thousands, there’s there are enterprise solutions that are out there. I should I mean we tried many of them for some of the other businesses that I had owned or worked with, and they didn’t really support the small business model, and they became challenging to use because of that. And so this was intentionally built to serve this, you know, marginalized community who theoretically might even need it more because of that disproportionate affect of each staff departure.

Trisha Stetzel: Yeah, absolutely. Which I it’s I think you’re back there. There’s a piece of your background that I think is missing from the story. So I want to find it. So we know like your background background and you came into business ownership. But how about the birth of Mustard Hub? Like, why did that even come up?

Curtis Forbes: Okay. Well. Years. So years ago, we built Mustard Hub as an internal tool to solve our people problem in the education company that I had owned. Um, it was built on top of some proprietary software we already had owned. And not long after we rolled it out. I mean, it completely transformed our ops and culture in ways I couldn’t even imagine. It solved our problems and the results were far beyond expectations. In fact, we saw turnover drop 80% in year one, and our top line jumped 42.5% in the first year alone. So I took this tool and we implemented it in the portfolio companies, in a holdings company that I had also owned, um, all of which had suffered from the same, you know, very real problems with the goal, I think, of incentivizing our entire census of members of full time, of part time, and of all those contract workers. Right. So you start to see, this is this is why it was built the way that it was. And after implementing this portfolio wide and seeing the same results. I productized it and I launched an MVP a short time later and began onboarding customers. And you know, it’s been an incredible journey with so many success stories. And since we launched actually a few years ago, we have had zero churn. Think about that.

Trisha Stetzel: Wow. Zero.

Curtis Forbes: Zero. Nobody believes me. I don’t know. I’ll take a lie detector test.

Trisha Stetzel: I believe you. We’ve spent enough time together. I can tell you’re telling the truth. Uh, amazing. So I’m glad that we filled that gap, because I think that’s an important piece to what this platform is really all about. Like you built it for yourself. You built it for your businesses before you rolled this out to others. And you know that it works. You proved it to yourself, right? You. You bought the platform. Built and bought the platform all inside, right? I’m just kidding. I’m kidding. Uh, as we get to the back end of our conversation, you talked about success stories. I love to hear one of your favorite client success stories.

Curtis Forbes: I would probably have to say one of my favorite was or is a, um, a preschool owner in southern Ohio. Um, Ruth Ann Brown, an incredible business owner. She’s a multi-unit preschool owner. And, um, she’s been on the platform for, for some time. Um, hearing how it’s so dramatically changed, I think her culture, I mean, her employee satisfaction, she actually just gave us some data on this about a month ago has jumped to 92%. Think about how incredible that sounds. She, um. She was she she saw, I think immediately what this was doing for her organization and actually became a very early investor because of it. So that’s probably one of my most favorite stories. Um, it’s, it’s it’s such an incredible feeling to work with such, you know, smart people. I think, you know, who who do such an incredible job at what they do and find so much success doing it. And individuals like that, seeing a platform like this, using it, finding success with it, and wanting to be part of its, I think its growth story.

Trisha Stetzel: Yeah. That’s amazing. I’m so excited that you came on. It’s been a long time coming. You and I met way back in October. Uh, the Franchise Business review connected. Uh, I got to see your platform in action and then invited you to the show so that we could talk about it, because I think that there’s something huge around operational design. Oh, I see. I get it.

Curtis Forbes: I see culture operationalizing culture.

Trisha Stetzel: I can say it. It’s okay.

Curtis Forbes: Just take it. You know what? I’ve practiced a bunch.

Speaker4: So you said it so many times. Uh, but.

Trisha Stetzel: I think that there is something really special about that. You know, we talk about culture all the time. Culture this culture, that culture, the other. But can we actually measure that? And the answer now is, yes, we can. And it’s your platform mustered Hope, which I think is amazing and beautiful. Well, thank you for joining me today. This has been an awesome conversation. I’d love to have you back to the show, because I’m sure there’s so much more that you could share about the platform and all of the amazing clients that are using it and those that may be interested in using it in the future.

Curtis Forbes: Trisha, thank you so much. I’m very I’m grateful to you as always, and I love chatting with you every chance I get.

Trisha Stetzel: I thank you, I appreciate that. So, Curtis, if people want to reach out, would you please give them your contact information one more time?

Curtis Forbes: Sure. Um, Curtis at Mustard Hub Comm can reach me directly. Uh, mustard. Uh. Excuse me. Hello? At Mustard hub.com is a great way to get in touch with the platform. Um, general inbox. And then on our website, mustard hub comm is a way to to connect and get more information as well.

Trisha Stetzel: Fantastic. Thanks again. I appreciate it.

Curtis Forbes: My pleasure.

Trisha Stetzel: That’s all the time we have for today’s show. Join us next time for another exciting episode of Houston Business Radio. Until then, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

Tagged With: MustardHub

Charles Read with GetPayroll

March 7, 2025 by angishields

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Charles-ReadCharles J Read is a CPA, U.S. Tax Court Practitioner, Vietnam Veteran, and Founder of GetPayroll, providing payroll and payroll tax services since 1991.

With over 50 years of financial leadership, he’s the author of four books, including The Payroll Book, currently a top-ranked small business guide on Amazon.

Trisha and Charles discussed the importance of promptly addressing IRS notices and the benefits of outsourcing payroll services to avoid tax penalties and related issues. They also emphasized the importance of tax compliance for businesses, particularly startups, and the need to prioritize employees’ needs over one’s own.

Charles also introduced his book, “The Payroll Book,” which provides insights into payroll taxes, deductions, and related topics.

Follow GetPayroll on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Beyond the uniform series, I have a very special guest with me today, Mr. Charles J. Read, who is a certified public accountant. I promise it’s going to be a good conversation. Not boring. Right, Charles? Uh, he is also a US Tax Court practitioner, a former member of the Internal Revenue Service Advisory Council, a Vietnam veteran, and the founder of GetPayroll. Charles, welcome to the show.

Charles Read: Trisha, thank you for having me. It’s a pleasure to be with you.

Trisha Stetzel: I’m so excited that we met a few weeks back. I knew that you would be perfect to come on the show. And let’s let’s bring some light to a conversation that some people might avoid or get very nervous about as a business owner. So, Charles, tell me a little bit more about you.

Charles Read: Well, I’m a midwestern boy. Uh, I grew up in Iowa. Um, graduated from high school, joined the United States Marine Corps, spent four years, uh, including two years overseas in combat tours in Vietnam. Came back, was stationed in Kansas City, met and married my wife. She was ten years older than I was and had five children. When I married her. I claim insanity, but we were married for 45 years before she passed, so it worked. In 1972, we moved to Texas, basically been here ever since. And and, you know, pretty much consider myself a Texan now after more than 50 years here. So we I went to work, I did my college. I went to work for Texas Instruments. I worked in the corporate world for 15 years. Large companies, small companies, turnaround startups. Wonderful experience. Realized I was never going to get to the top of a company. I don’t have the political skills. I’m unwilling to stab people in the back and toss them off the ladder, and I have a tendency to speak my mind. So if I was going to run a business, I’m going to have to start my own. Ruth and I started our own business here just a third of a century ago, uh, in 1991, and continued to grow it. I sold off the accounting portion here about a dozen years ago to my partner, and kept the payroll portion, and have continued to grow it to this day.

Trisha Stetzel: I love that it’s beautiful. So you can find Charles Reid, get payroll if you just do a search for him. But we’re going to talk about some more interesting things as we move through our conversation today. So I’ve heard occasionally a business owner will receive an IRS notice. That’s pretty darn scary. So if I received one of those notices, what should I do?

Charles Read: Well, first of all, do not ignore it. I have clients that just put them on the shelf and wait for me. But don’t. Don’t do that.

Trisha Stetzel: Okay.

Charles Read: Open it up. Look at it, read it. Now, if it’s taxes that you owe that you’ve forgotten for some reason, miscalculated. Whatever. Pay them and move on. Um, if it’s taxes you don’t owe and it’s $20, just pay it. It’s. It’s cheaper than fighting it, okay? Discretion is the better part of valor. Don’t don’t don’t don’t don’t fight minimal stuff. We get them from our clients. Sometimes we just pay them because it’s not worth talking to the client about. You know, we send the IRS a check for $7 just to be shut of it. And in all probability, two years later, they’ll get a refund for the $7. Uh. So look at it now, if you don’t owe the taxes, then write the IRS and tell them why you don’t owe them. Okay. Now, understand, the first letter you send will be you’ll get a form letter back saying, no, we’re not going to abate any taxes. They don’t even they don’t even read your first letter. They just send you a form letter back saying no. The second letter, uh, 95% of the time you’ll get a no. They they really don’t read that one. Only the third letter you sent. And this is a series of that. You send them, they’ll send you back. You send them, they’ll send you back on the third letter. You have a reasonable opportunity to get the the penalties abated. Okay. Or the tax is reversed if they’re wrong. Uh, but the IRS is a whole series of no’s followed by a single. Yes. So if the penalty or the taxes are wrong. Appeal appeal appeal appeal appeal appeal appeal and keep doing that until you get a yes.

Charles Read: Because if the IRS makes millions of mistakes every year, the IRS is not perfect by any stretch of the imagination. Don’t ever believe that they make millions of mistakes. Billions of penalties get reversed every year because the IRS is 100,000 civil servants using technology. In some cases, that goes back to the 1960s. Stuff that I worked on when I was in the Marine Corps. Uh, it’s it’s really a lot of problems. They don’t have the budget they’d like to do their civil servants. There’s training problems. There’s all kinds of things, as we all understand with government. So don’t ever think they’re unquestionably right because they’re not so. Appeal. Appeal, appeal, appeal. That’s why I became a US Tax Court practitioner. Because I can take my client’s case to U.S. Tax Court without being an attorney. I operate as a attorney, per se in the US Tax Court. I have a bar card, and I’m able to represent my clients in front of the tax court. And the nice thing about Tax Court is 95% of all tax court cases are settled. Pre-court the IRS at tax court level is very want to settle cases. So it’s a good route to go if you’ve got something that there’s a lot of argument about, you’ll get a settlement offer. So never give up. And one tip for your listeners. The IRS cannot penalize you for a simple mistake. They can only penalize you for gross negligence. The problem, of course, is who defines gross negligence? The IRS thinks they do, but in fact they don’t. The judge does. Okay, so don’t don’t ever give up. Just appeal appeal appeal appeal appeal.

Trisha Stetzel: Okay, so, Charles, everyone needs you on their side. I’m just saying, you have so much knowledge and experience to offer here. I want to back into then why business owners should think about and engage with a payroll company. What’s the benefit?

Charles Read: Well, when I grew up, Pelé was the world’s best soccer player. Wonderful athlete. But if you took Pelé and you put him in the New York Yankees uniform at second base, he’d be lost.

Trisha Stetzel: Yes.

Charles Read: He doesn’t know the playing field, the rules, the, you know, pick up the ball with your hands. It would be a disaster. He’d still be a great athlete. So when you have a a business man or a woman who’s successful produces a service or a product, uh, has employees, has clients, is a growing business. And now you say deal with the IRS. Mhm. They’re playing second base. They’re lost. This is what we do for a living. We live and breathe this stuff. I know it sounds boring, but you know it’s CPAs. What what what can I say. Okay. Uh, we we deal with the IRS daily. We get the trade magazines, we get the IRS updates, we read tax law, we study taxes. You know, we do all these boring things, which we enjoy. Uh, so our clients don’t have to. And on top of that, in doing payroll, we have all the equipment, the software, the facilities, the experience, the banking, relationships, everything to make it simple for us and very, very simple for our clients because they don’t have to go through all the 30 years of of toil and trouble that we’ve gone through to get to that point.

Trisha Stetzel: Yeah, absolutely. And for those of you who are listening and you’re still doing payroll, stop it. It is affordable and you should make it an investment in your business so that you have people like Charles and his team on your side. That’s just the bottom line.

Charles Read: In in reality, a payroll service bureau is a profit center for you, for your for for our clients, we save them more money than we charge them in time, energy, effort, facilities, equipment, software aggravation, tax penalties, everything else. We we’re free. So I mean, you know.

Trisha Stetzel: I love that. I think that’s fantastic. And what a great way to look at it. It is not a cost to your business bottom line right. So if you’re not using a payroll company you should. And Charles is going to tell us about the payroll book which is something very very important. So Charles, let’s talk about this book you wrote.

Charles Read: Well, I looked around here a few years ago to to have something to give to clients, uh, to, to help them and have a reference guide. The only thing out there is the payroll source from the American Payroll Association, and it’s $600. So I said I’ll write something. Well, two years later and and with the help of Wiley and Sons Press, uh, they’re obviously a huge, uh, publishing house. Uh, we produced the Payroll book, a guide for small businesses and startups. I refer to it as 30 Years of Wisdom, distilled down to 95,000 words. Uh, it’s done very well on Amazon. Um, we’ve sold a lot. We’ve given away a lot of them. Uh, it it’s a base for small businesses and startups. I mean, if you’re a 10,000 person company, it’s not for you. But if you’re a small business startup, it gives you a lot of information about payroll taxes, deductions. Who’s an employee? Who’s a contractor? Uh, how to handle aliens? Uh peos. Uh, employee handbooks, overtime taxes, tax penalties, tax forms, states, all these things that are involved in payroll. Because payroll is a very complex subject, when you when you get into it, it’s not just, you know, give the guy, you know, 200 bucks. Uh, that’s the simple part. Everything after that becomes complex. Uh, and whether you have to withhold taxes from that $200 or not. And what do you do with the withholdings afterwards? And where do they go? And what do you deduct from that $200? And, uh, what do you add on top of it and all these other things? So it’s 95, 95,000 words of, of of experience. Uh, lots of horror stories, lots of things not to do. And we’d love to offer it to your listeners if they’d like a copy, if they will go to the payroll book.com and hit the Discount Code podcast, we will ship them a free copy. No shipping, no handling, no cost, uh, to them if they would like to have a copy of the book.

Trisha Stetzel: Wow. Wait, wait. Charles, did you say free? Free? Free.

Charles Read: Free from a CPA?

Trisha Stetzel: Free what? I love that, that’s fantastic. All right, you guys head out to the payroll. Book.com using the code podcast. And you can get your free copy of this amazing 95,000 word ebook that Charles has poured 30 plus years of experience and expertise and stories into. Wow. Thank you. That is amazing. I’m going to go get my copy today. So, Charles, besides the book, we know we need to send people to the payroll. Book.com how else can people get in touch with you to have a conversation?

Charles Read: We’re all over the web at Get payroll.com. My personal email is c j r at Get Payroll. And if they’ve got just something they need a quick answer to. (972) 353-0000.

Trisha Stetzel: Wow. Fantastic. Charles, you’re such a great resource. I’m so glad that you came on the show today. All right, um, let’s dive back in. I know everyone loves taxes. Everyone loves the IRS. Kidding. Not kidding. Um, what’s your advice on or tips to avoid employment tax penalties?

Charles Read: There’s five big things that cause tax penalties, uh, that the employer can avoid. Now, there’s lots of tax penalties the IRS creates from their mistakes and their problems that you can’t avoid. But the five things you can do as an employer. First of all, the biggest source of penalties is arithmetic errors. I mean, people add, subtract, multiply and divide and put the wrong number down. So don’t do it by hand. Use a computer or use a service bureau. Okay, you use us. Don’t. Don’t do it by hand. If you do, use a calculator and double check your numbers, okay. That will eliminate a lot of penalties. The next two things. The next thing is to know what you have to withhold from your employees paycheck. You have federal, state, and in many cases local taxes that you have to withhold. You’ve got to know what those are. If you don’t know, find out. Read my book or call us. We’ll take care of it for you. Then know when you have to deposit those. Because if you deposit one second late, there’s a penalty one second late. And that’s not a simple mistake.

Charles Read: Normally that’s a gross negligence and you’re not going to get out of that penalty. The next thing is know what reports you have to file. Again, it’s knowledge. What gets employers into problems is they don’t know what they don’t know. Again, you have in Texas, you have the the TWC which is state unemployment. You don’t have a state revenue department for income tax withholding outside of Texas. Most states you will deal with two agencies, the the revenue portion where you have pay in the state, income tax withheld, and the unemployment where you pay in the unemployment withheld. In some states, they throw in other things worker’s comp, um, disability, all kinds of things. You’ve got to know what those are so you can withhold them and deposit them. And so you can report them to the state. And then you need to know again when you need to report it. Texas. If you’re a day late with your TWC report, it’s a $50 fine. Even if you owe no taxes, it’s $50 just for being. If you if it’s postmarked a day late, it’s a 50 bucks.

Speaker4: And oh my gosh.

Charles Read: Yeah. You can normally talk to TWC out of it on the first one. But the second one. No.

Trisha Stetzel: Wow. Oh my gosh. So Charles, this is why we need you, right? So that we don’t have to deal with all of the the questions and the ambiguity around these things because you have the answers. You know exactly what needs to be done.

Charles Read: That’s that’s our job. And we work at it very hard. And we keep up with, with all the states and everything else. And it’s, uh, yeah, that’s what we do.

Trisha Stetzel: So if people are listening outside of Texas, they can still call you.

Charles Read: Well, absolutely. We operate in all 50 states. We’re a national service bureau. Uh, and for Texas clients that have employees in other states, which is becoming more and more common. Yes. We’ve gone virtual to a great extent. One of my ladies has worked for us for ten years, got married and lives in Louisiana now, so it’s okay. You know, with technology, it doesn’t really matter so much anymore.

Speaker4: Yeah.

Charles Read: So it’s in many cases you’ve got a good employee and they want to move to Montana. If that job can be operated, you know, on a computer, who cares, right.

Speaker4: Yeah.

Trisha Stetzel: But you need to understand how to be compliant, which is why we need Charles.

Charles Read: And and and there are there are all kinds of nuances of dealing with remote employees in terms of payroll and HR that you need to be aware of and up to speed on. If you’re not, you need to get with somebody who is. Yeah. Us?

Speaker4: Yeah. That’s right.

Trisha Stetzel: Get payroll. Dot com. Okay. Charles, we’ve talked a lot about established businesses or businesses that are in a position where they need to make a decision. They shouldn’t be doing payroll anymore. They need to hire a service. But what about brand new businesses? So if I’m a startup, what do I need to be concerned about to be tax compliant?

Charles Read: Well, first of all, if you incorporate, which I normally recommend as a CPA for tax savings, you’re an employee. If you work in the business, you’ve got to be on payroll. You can’t just take a check every week or month, whatever, or as needed. That’s not acceptable. The IRS will come in and say, part of this is compensation, and you’ve got to pay Social Security and Medicare taxes on it. And since you didn’t, here’s all the penalties and interest on those payments that you didn’t make.

Speaker4: Okay.

Charles Read: And in my book, I have a story about a CPA who just took draws from his business, and the IRS came back in and reclassified half of what he took as compensation. And the penalties and interest were, you know, tens of thousands of dollars plus the taxes. So you you can’t just do it now if you’re if you’re a sole proprietor. Yeah. You can just write checks and everything goes on your 1040 and you pay all your employment tax purposes, uh, at, at when you pay your 1040. That’s an expensive way to go. You will overpay taxes that you don’t need to.

Speaker4: Okay.

Charles Read: Okay. So check with your CPA. Um, but the moment you hire anyone. You need a service bureau. You need a you need a payroll company. Don’t try and do it yourself. It’s not worth it. You don’t know what you don’t know. And this is this is the whole concept. We all outsource things. I, I quit working on my own car when my little milligram needed a clutch replaced. And the book, the Chilton book said. Step number one. Remove the engine. Okay, I quit working on cars. Then I, I, I went and bought two pair of shoes yesterday. I don’t make my own shoes. I don’t make my own clothes. I don’t even mow my own lawn. I’d rather do a tax return than mow the lawn. So I’ll do the tax return and make enough money to pay the guy to do the lawn and then buy dinner too. So we all outsource things. Payroll is one of those things you should always outsource. I always did when I was in business before I started my own company. It’s not worth doing. Don’t be Pele at second base.

Speaker4: Mhm. Yeah.

Trisha Stetzel: Don’t be Pele at second base. Thank you for sharing that story. It really does bring to life, uh, the chaos and disorder that can happen. And the penalties and the IRS letters if you put Pele on second base. Right. I yeah, I love that. Okay. So as we’re moving to the back end of our conversation today, I know it went by so fast. I want to dig back.

Speaker4: Into.

Trisha Stetzel: Your history of being a Vietnam veteran. So you spent four years as a marine? R is there 1 or 2 things that really things that you learned at being in the military that you’ve been able to bring into, whether it was you working in corporate space, working for someone else, or even into your own business? Charles.

Charles Read: Well, as an NCO in the Marine Corps, um, one of the things you’re taught is how the Marine Corps thinks about things. And one of that tenets is mission Min self. You complete the mission regardless of what it takes. The mission comes first. You accomplish the mission, then you take care of your men. Then you take care of yourself. Uh, I’ve seen this, and I’ve seen it from from good officers. Uh, they’re the one of the last of the chow line. Okay. They make sure everybody gets fed before they do. Okay. Um, that translates into business very well, as far as I can tell. Our job is to provide a perfect payroll on time. Every time we bend over backwards. For that, we do whatever it takes to accomplish that for our clients. And then I take care of not only my clients, but my staff. I couldn’t do the business without them. Um, as I retire, they’re going to get the business because they helped me build it. Um, so I take care of my people, and then I worry about myself. If you’re in business, if you can’t pay all the payroll, it’s your payroll that doesn’t get paid, not your employees. It’s it’s. You’ve got to put them ahead of you to be successful. That’s something that translates very well from the military. Now, one that doesn’t is of course, the military is a very hierarchical.

Speaker4: Yes.

Charles Read: Um, operation. And everybody, you either jump for them or they jump for you. Well, thankfully, my wife was very much of a people person and helped break me of those habits.

Speaker4: Uh.

Charles Read: You know, when I, when I had a family with five kids at 21, uh, and the boys were 14 and I was 21, uh, she, she had, she had to teach me to be a, a much better person and, and much less of a marine. Uh, so, uh, and I am eternally grateful that I found and married Ruth. Uh, it was the best thing I ever did in my life.

Speaker4: Mhm.

Trisha Stetzel: I love.

Speaker4: That.

Trisha Stetzel: And Ruth is listening to us right now. I’m sure of it. Yeah. Looking down on all of the amazing things that you do for others. So thank you for sharing that. You know, sometimes those lessons come from things that we shouldn’t be doing. Uh, and it sounds like Ruth helped you with that direction. Wonderful. So, Charles, as we close today, uh, I’d love for you to tell folks how they can get your book again and how they can connect with you if they’d like to learn more.

Charles Read: The book is available, the payroll Book.com enter the Discount Code podcast. We will ship it free of charge. No shipping, no handling. And if you find yourself still confused, my number’s in the book. So feel free. Uh, we’re on the web at Get payroll.com. I’m c.j.r at Get Payroll. That’s my email. And the phone number for the office. (972) 353-0000. The only good thing GT ever did for me.

Trisha Stetzel: I love that, Charles. So he makes it very simple. Can you guys see the incredible opportunity to work with Charles here, where he’s taking things that are really complicated and bringing them down to very simple steps that you can take in order to create some space in your business where you can focus on the things that you should be focused on versus the things that Charles can focus on for you and do an amazing job. Charles, thanks so much for joining me today. I really enjoyed our conversation.

Charles Read: It is my pleasure. Thank you for having me on.

Speaker4: Yeah.

Trisha Stetzel: You bet. Again, guys, you’ll find all of Charles contact information in the show notes. If you happen to be in a place where you can point and click. Otherwise, you have everything verbally. I hope you’ll reach out to Charles. And please take care. Take advantage of the payroll Book.com with podcast as the code so you can get that book from Charles. That’s all the time we have for today’s show. Join us next time for another exciting episode of Houston Business Radio. Until then, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

Tagged With: GetPayroll

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March 7, 2025 by angishields

Women in Construction: Monica Reyes’ Bold Move in a Male-Dominated Field

March 6, 2025 by angishields

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In this episode of Women in Motion, Lee Kantor is joined by Monica Reyes, the founder and president of CME Landscape Corp. Monica shares her inspiring journey from starting a residential landscaping business to expanding into commercial services. She discusses the challenges of navigating a male-dominated industry, the importance of client relationships, and the value of certifications. Monica also highlights her commitment to community service through the Mi Hija Foundation and the significance of networking and mentorship for women entrepreneurs.

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Monica-ReyesMonica Reyes is a dynamic entrepreneur, industry leader, and passionate advocate for community empowerment. As the Founder, President, and Chief Visionary Officer of CME Landscape Corp, CME Drain Solutions, and Mi Hija Foundation, she has built a legacy of excellence, innovation, and social responsibility.

Since founding CME Landscape Corp in 2015, Monica has led the company to become a premier provider of landscape services, specializing in ground maintenance, water control, irrigation, agronomy, pest control, and property consulting.

Under her leadership, CME Landscape Corp has earned WBENC (Women’s Business Enterprise National Council) certification, positioning it as a top-tier, woman-owned business in the competitive California market. Committed to sustainability, she is driving CME towards compliance with California’s evolving environmental regulations.

Expanding on her expertise, Monica founded CME Drain Solutions, offering specialized water management services to improve drainage, and enhance environmental sustainability in residential, commercial, and municipal properties.

Her commitment to service extends beyond business. Mi Hija Foundation, inspired by her personal experience as a caregiver and case manager for her family, was created to advocate for individuals and families navigating essential support services. The foundation provides resources in healthcare, financial assistance, mental health, housing, and food security, ensuring that underserved communities have the tools they need to thrive.

A dedicated leader, Monica is certified to expand opportunities and increase diversity in supplier networks. She is also actively implementing strategic growth initiatives to scale CME Landscape Corp from a $150K to $1M revenue business through operational efficiencies, CRM integration, and market expansion.

Monica’s leadership is guided by resilience, innovation, and a deep commitment to both business excellence and community impact. She is a proud daughter of Mexican immigrants, an advocate to all caregivers, and a visionary entrepreneur determined to leave a lasting impact on the industry and beyond.

Follow CME Landscape Corp on LinkedIn, Facebook and Instagram.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios, it’s time for Women in Motion. Brought to you by WBEC West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here. Another episode of Women in Motion, and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC West. Without them, we wouldn’t be sharing these important stories. And this month, we are highlighting women in construction. So excited to be talking to Monica Reyes, who is the Founder, President and Chief Visionary Officer of CME Landscape Corp. Welcome.

Monica Reyes: Hi. Hello. How are you?

Lee Kantor: I am doing well. I am so excited to learn about your business. Tell us about CME. How are you serving folks?

Monica Reyes: Well, we are serving a commercial landscape, companies, properties all over Southern California. We’ve been around for… Our ten-year anniversary just occurred. And it’s a very, very exciting time for women in construction and definitely in a genre of landscape that has primarily been male-dominated.

Lee Kantor: Can you share a little bit about your journey? How did you get here?

Monica Reyes: Well, my love was never grass. I met a lovely man who had 30 years of landscape and ground management experience. His name is Clayton. And as partners in love, we became partners in business. And he decided he would do the heavy lifting, and I would do the operations. And here we are a decade later.

Lee Kantor: And so, can you talk about your business or do you specialize… You mentioned commercial. Did you start in residential and moved to commercial, or were you commercial the whole time?

Monica Reyes: We started in residential. You know, one lawnmower, one truck, one blower helping and doing work in the neighborhood. And as we began marketing, we found a need for commercial properties, which then took us into property management companies, retail spaces. I’ve done work with the federal government, State of California, and really, really exciting clients that we’ve got to work with these last ten years.

Lee Kantor: Was that a difficult transition to go from kind of a B2C model, where you’re dealing with individual people, to a more complex sale of dealing with, you know, like you mentioned, kind of larger groups and larger organizations?

Monica Reyes: You know, that’s a great question. In one way, it was challenging in the sense that when you’re dealing with a residential client, your primary contact is one individual, A to B, A to C, excuse me. But when you work with a global company, then, of course, you’re working with portals and vendor management and different contacts. So, it gets a little bit convoluted but, operationally, very sound. I think the other part is when you start working with a commercial or large organization, they’re very clear on their guidelines and what their expectations are, and that makes life easier for both parties.

Lee Kantor: But does it give you an opportunity to kind of uncover opportunities within the opportunity you have? So, if you’re working somewhere and they’re telling you, “I need you to do A, B, and C,” but you’re like, “You know what? If we did D, E, and F, this thing, you’d be happier and you’d get a better outcome.” Do you have those, kind of, opportunities to kind of go back and forth and share your expertise? Because they don’t know what you know. This is what you do every day.

Monica Reyes: Right and well said. You know, it’s interesting because in landscaping, there’s a mindset of you cut the grass, you cut the hedges, maybe you plant some flowers. Where our expertise is really beyond that. It’s really looking at how do you obviously maintain your property but look beyond what may be issues – water leakage, irrigation, water management because of California and some of the guidelines, we had sustainability, which is huge for our company, stepping into battery operated machinery, looking at how the climate is affecting your landscape. So, there’s a lot more consulting and relationship that we really like to bring to our clients. And at the end of the day, it’s not just a business-to-business relationship. We really bring it as a personal relationship. They know me, they know Clayton, they know our team, and they know what to expect.

Lee Kantor: Yeah, I think that that’s one of the things that people don’t realize, that you want to kind of elevate yourself from being a vendor to being that trusted advisor. That you’re there watching their back and that they can lean on you to get… you know, if they could just tell you what they want, let you kind of have some freedom to come up with some things that they don’t know about or hadn’t thought of.

Monica Reyes: Yes, absolutely. Absolutely. You must have had a lot of experience with landscapers, Lee.

Lee Kantor: I have not, but I appreciate the art to it. I think there’s a lot more to it than, like you said, just mowing and grass or blowing leaves. I think that if you focus in on just the elements of what you’re doing, you’re missing out on a lot of the value you can provide, like you said, about kind of the water, the sustainability and just kind of a healthier use of the land.

Monica Reyes: Agreed.

Lee Kantor: So, now, do you mind sharing some of kind of the highs and lows of your journey? Has there been some mistakes you made that you learned from? Has there been some unexpected things that you stumbled upon that are now part of your business? Can you share a little bit about kind of the good, the bad, the ugly of your journey?

Monica Reyes: Oh, Lee, I think I’ve done everything wrong as an entrepreneur that’s possible, from being self-funded, and really jumping in with a vision, and yes, some corporate knowledge with regards to internal operations, but really how to work on your own as an entrepreneur, let alone work with your partner, which is a whole other aspect. I think that the experience of failing, of not being able to make payroll, of dealing with clients that you couldn’t provide a solution and losing contracts, by being underbid, also learning about, for me, to elevate my company from a residential to a commercial company. And then working with municipal and state contracts, I had to become certified.

So, I am a C-27 licensed landscape contractor through the state of California. And what that took, it wasn’t just write a check and jump into this type of business. The research, the training, it was much more than what I bargained for. But I will tell you, I have learned the best lessons, and I’m so grateful for all these bad and ugly mistakes because it’s really helped me to help other people with their journey, as well as really having me think as an entrepreneur and be very focused on driving sales, driving a quality business, as well as taking care of my employees.

Lee Kantor: So, how do you kind of maintain that focus on your vision? Do you have a team around you? Do you have people that you lean on to mentor you in terms of knowing what the true north should be? Like, how did all of that come about?

Monica Reyes: Well, honestly, desperation was one of them. But otherwise, as it stands now, I rely so much on our Women’s Business Enterprise program. I have had so many wonderful cohorts and coaches and opportunities to really centralize and, like you said, focus my business, whether it’d be just webinars or seminars that are available, whether it’s meetups or also literature that they’ve provided. Most recently, something called the 12-Week Year has been a tremendous input for focusing on my business.

Lee Kantor: Can you talk a little bit about your foundation and how did that come about?

Monica Reyes: Oh, my foundation is called Mi Hija Foundation, which translates to My Daughter Foundation. And that really came from becoming a caregiver for my father. My father recently passed of prostate cancer. And what I found was (a), being an entrepreneur but also being a caregiver, there were so many opportunities and resources that were being missed for myself to help me during this time. And I found that not only did I gain benefit, my dad was a veteran, he worked for a union, he had a lot of options that we could engage in that would help our family and help me as a caregiver. But really, I found so many people that needed a helping hand and didn’t know how to do it, whether it’d be technology, whether if they knew where to go and how to do it. And that’s really where my heart is out of CME landscape, that out of our business, we really get to make a difference for our community in the idea of family and contribution.

Lee Kantor: And the community that you’re building, can you talk a little bit about that? Because it sounds like it’s now well beyond just the landscape community, that you’re expanding outside of that through your drain solutions and your foundation. I mean, your impact is getting bigger and bigger, it seems, by the day.

Monica Reyes: Well, our drain solution is a subset of CME landscape. We found that the water management, and we would come out and they’d say, “I need a plumber, I need some help with water systems,” and that was just an extension of our business. And hopefully as we grow, our CME Landscape Corp umbrella, that there’s other options that we can support with our community, whether it’d be local, whether it’d be, again, county-wise. And who knows, we might even open up into Northern California and into other states in the near future.

Lee Kantor: And then, landscape doesn’t necessarily mean outdoors, right? There’s indoor landscape opportunities for you as well.

Monica Reyes: Yes, there’s something called biophilia. And that is sustainable bio landscape that, really, say you go into a beautiful corporate office, and you see the green walls, and you see that environment, the beauty and the aesthetic, that’s something that we also are engaged with because there’s a feeling that you get when you’re around beauty and you’re around living things. And that’s something that we also provide as a landscape aspect, but also kind of in the humanity aspect as well.

Lee Kantor: And is that for people who already have an existing indoor landscape in their facility, or can you help them create one in their environment?

Monica Reyes: Oh, we can help them create. Without a doubt, we can do both.

Lee Kantor: Now, you mentioned a little bit about how the certifications have helped you in the learnings that you’ve gotten through there. Is there anything specific from WBEC West that you can share? An anecdote maybe, a connection or a opportunity you were able to get from being part of the WBEC West community?

Monica Reyes: Oh, gosh. You know, a lot of my exposure through the WBENC community was because of being woman certified. I was able to obtain a very large federal contract. And that was the primary reason they felt that we were a differentiator in the sense of going through the certification project or process, and then really being proud of that, and sharing that as a landscape maintenance company. So, working with organizations like Home Depot, which acknowledged the WBENC certification and really even interacting with other communities like Loyola Marymount, Los Angeles Latino Chamber of Commerce, they really are interested and engaged in women that take that next step with their business.

Because it takes something to get certified. For anyone that thinks it’s an easy process, it’s not, but it’s so well worth it. The value that I’ve gotten with the contracts that I’ve worked with, as well as the connections and network that I have now, which is so important. You know, when you’re an entrepreneur, you feel a lot of times alone. Like, you’re in this journey by yourself. And to know that, at any time, I can go into the WBENC community, whether it’s online or through a telephone call, and connect with someone for support or advice just is invaluable, I must say.

Lee Kantor: Now, is there any advice you can share with the women that are in a male-dominated industry? Is there anything you’ve learned that helped you get through that or kind of just leverage the opportunity that you had in that space? Is there anything you’d like to share to other women who are thinking about it but are maybe nervous about that opportunity?

Monica Reyes: You know, I stepped into this opportunity on the operations and sales side, and had very little experience, and would have meetings where people would question me about my experience and my knowledge. And most of the time, it was men. So, what I found was I had to be clear on my business, also clear on what I did and didn’t know, and really be candid with what I could bring to the table as someone who had been in corporate America for 20-plus years, Maybe my experience as a landscape person initially wasn’t as strong, but it gave me even more incentive to really learn my business, to become certified, to become someone that understood the practices of what we provide.

And I was glad I was in this male-dominated field because, again, I get to be different in a realm that’s not usually engaged with women. And it also gives a view of it’s possible. It’s possible, I’m capable, and let’s just go to the next opportunity. And that’s what I keep looking at. That’s what keeps me going is especially with WBENC, there’s so many women’s stories that when I feel down in the dumps because things aren’t happening, I can connect with someone and feel that spirit of entrepreneurialship again and really go for it.

Lee Kantor: So, what do you need more of? How can we help you? Do you need more clients? Do you need more workers? What do you need more of? How can we help?

Monica Reyes: You know, I love new clients. I love creating new relationships and being a contribution professionally and personally to the people that we serve. As well as with regards to my foundation, I’m always looking for sponsors, with individuals that want to make a difference in their community and not let resources go by the wayside and rot. And I’m always open to be of service to other entrepreneurs that need a helping hand. But for CME to make the biggest difference, I’m looking at fortune 100 companies, fortune 500 companies that see the value of a woman-owned landscape company.

Lee Kantor: And if somebody wants to learn more about CME, is there a website? What’s the best way to connect with you or somebody on the team?

Monica Reyes: Yes, you can go to CMELandscapeCorp.com or connect with me directly at MonicaR@CMELandscapeCorp.com.

Lee Kantor: Well, Monica, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Monica Reyes: Thank you. Thank you, Lee. It’s been a pleasure to be with you today.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Women in Motion.

 

Tagged With: CME Landscape Corp

BRX Pro Tip: B2C Subscription Models Don’t Translate to B2B

March 6, 2025 by angishields

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BRX Pro Tip: B2C Subscription Models Don’t Translate to B2B

Stone Payton: And we are back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, there is clearly a very real distinction between B2B subscription models and B2C subscription models. Yeah?

Lee Kantor: Yeah, absolutely. Those are two different distinct models, and there’s two different, kind of, strategies around them. And a lot of B2B companies I see are just trying to slap on a B2C subscription model strategy into a B2B business, and they’re not going to be successful. They’re just going to be frustrated. It’s not going to work out because the buying decision, when it comes to a B2C product, a B2C product usually is less expensive. It doesn’t require a committee to make a decision. The people who buy B2C subscriptions, cancel them quickly. B2B subscriptions usually are more complex. It requires several people in the company to make the decision, especially more expensive ones. There’s a much longer sales cycle. So, the acquisition cost is going to be much higher in a B2B subscription model, so you can’t use the same strategies. If you’re selling B2B subscription, you can’t use the same model that Netflix is using when it’s a B2C product. It’s just, a B2B client needs more bespoke solutions. And that’s hard to pull off in a standard menu of items.

So, whatever subscription model you’re using, if you’re a B2B company, it has to include value-added services like training and support. It has to include regular updates. And these things are not happening in a B2C subscription model. So, you can’t copy the B2C brands when it comes to your subscription model. A B2B subscription model is much more complicated. It requires more buy in. There’s a longer sales cycle. All of these things make it more difficult to just kind of cut and paste a B2C strategy on top of your B2B service.

Teresa Brazen with Brazen Leadership Development

March 5, 2025 by angishields

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Teresa-BrazenTeresa Brazen is a leadership coach with over 15 years of experience helping leaders thrive. With a background in human-centered design, Teresa has worked with organizations like NASA, Cisco, and Clorox to help their teams work smarter, lead with purpose, and innovate.

As the driving force behind the global expansion of Cooper Professional Education, she expanded its reach into ten countries, establishing it as a leader in design and creative leadership training.

Through her unique Inspirational Leadership model, Teresa helps leaders break through challenges, tap into their personal strengths, and cultivate a leadership style that’s authentic and powerful.

She uses a combination of one-on-one coaching, workshops, and team development programs to empower leaders to make brave, impactful decisions that reshape their organizations for the better and drive lasting change.

Teresa believes that leadership is about more than just strategy—it’s about leading with courage, clarity, and an unwavering commitment to personal growth. Her mission is to inspire leaders to not only achieve their goals but to become the kind of leader others want to follow—one who lifts their team, amplifies their impact, and creates work cultures that truly thrive. Teresa-Brazen-logo

Teresa’s bold, action-oriented approach is perfect for leaders who are ready to take risks, challenge the status quo, and make a real difference in their organizations and beyond.

Connect with Teresa on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this afternoon. You guys are in for a real treat. Please join me in welcoming to the broadcast with Brazen Leadership Development. Teresa Brazen, how are you?

Teresa Brazen: I’m good. Thank you so much for having me. I’m glad to be here.

Stone Payton: Oh, I have so been looking forward to this on air conversation. And I think maybe a great place to start is if you could share with me in our listeners mission. Purpose, what is it that you are really out there trying to do for folks? Teresa.

Teresa Brazen: Um, I love this question. Um, so here’s the thing. Businesses are designed generally not to care about people. They’re designed to make money. Right at the end of the day, that’s that’s their ultimate goal. And that is why I think we need good people who care about people to run companies. And I want to see a world where caring leadership is the standard. It’s not the exception. And where that kind of leadership drives both healthy team culture, where people thrive and financial success. And the research shows those two things work in tandem. So it’s not rocket science. But what I’m seeing in the world is a lot of very transactional leadership that’s very self-referential and not necessarily the kind that I think is in service of the greater good of human beings. So the work that I do is all about helping leaders who care about people become the kind of leader that other people want to follow. You know that type of leader that you may have worked with at some point in your life that lifts people up, lifts their team up, amplifies their impact, and creates work cultures where people are really thriving and excited to come to work and doing excellent work. So that’s that’s the big picture. But that that might sound easy. There are a lot of great leaders out there who have really good intent, but they’re struggling. And, you know, some of the things I often see are, you know, leaders who are running on empty, they’re putting out fires all the time rather than being able to think strategically, or they have a team that isn’t really acting with agency and they’re not really taking ownership of results, or they’re not producing really innovative work. They’re just sort of doing the same old, same old, or they’re struggling with cross-functional relationships in very siloed environments where they have to partner with people across lines to get their work done. But that’s really hard. And so, you know, I help people work through those challenges so that they can be more effective leaders and get more of this kind of, um, people based, inspirational approach to leadership out into businesses more.

Stone Payton: So what brought you to the profession? What’s your backstory?

Teresa Brazen: Yeah. So I, um, I actually started out both in the nonprofit world and as a visual artist long ago, and I then I moved into the world of design. And, and I bring up my past experience because, um, the two things that inspired me early, early on were, you know, in the nonprofit world, it’s all about it is about helping people, right? And in the art world, it’s about creativity. So when I moved into design, it was a little of both. Right. Um, there’s a particular kind of design that I used to work in called human centered design. And it’s about making products and services that really support people and help them to achieve their goals in delightful and useful ways. So that field sort of brought together those two loves. And then I ended up, um, moving into professional development. I did a lot of teaching creative leaders how to be more effective leaders. And I ultimately the thing that I loved about my work then I was running a team. I scaled that team globally is, you know, helping people, um, grow and helping people have those like one of my favorite moments, for example, if I was teaching a class about leadership is these aha moments that I could see in people’s eyes, you know, that click where they’re like, oh my gosh, I’ve been thinking about this in a way that isn’t serving me. I should totally try this other way of leading. And then they go out and practice it. So I don’t know if I answered that very well.

Stone Payton: Well you did. I’m also curious about the transition from doing that kind of work and jumping into this profession. Not only the work itself, which I definitely want to dive into here in a moment, but also like the business side of it, like just getting the clients and, you know, and running a your own business like that. Mhm.

Teresa Brazen: Yeah. Yeah. I um, I call myself an unexpected entrepreneur because I actually got into building my own coaching practice, which I’ve had for um, I think going on five years now. Um, actually it started early in the pandemic. So I was running a learning and development, um, line of business, and I was teaching people how to lead. And I ran a team that did that. And, um, we were shut down very, very early on because all of our classes were in person. And it was a very jarring moment because, you know, I had an amazing team and we were very mission driven. Everybody was really committed to helping people become better leaders. Um, so it was hard when that transition happened. But, you know, I did what people do when facing the unexpected, and I just recalibrated and I thought about what I’d like to do and what did I love most about my work. And I ended up deciding to get certified in coaching with the International Coaching Federation. Um, and people were asking me to coach and to facilitate workshops, and my business sort of unfolded. Um, and, and there was a certain point where I looked around and I was like, oh my gosh, I am a business owner. And not only that, I’m an entrepreneur. Um, and so I’ve been, you know, I think one of the things I really enjoy about my work is that one, I get to see the impact of my work very directly in real time, which not everybody gets to do in their work. Um, so I see teams do things differently because of the conversations and the work that we the conversations we have in the work we do together or individuals. Um, but also I’m very stimulated by the business side, um, like learning. To me, it’s very creative as well. And it’s really challenging. It’s very intellectually stimulating, um, challenging and stimulating too. So I’m learning all the time which any good job, you know, is a job where you’re learning constantly.

Stone Payton: So you mentioned being formally credentialed going through this certification process. So it sounds like you’ve had the benefit of of that. And likely, I suspect, the benefit of one or more mentors to kind of help you navigate this, this terrain over the last five years.

Teresa Brazen: Yeah, yeah, I’ve had I mean most coaches have coaches, so I’ve definitely had coaches that have helped me with my own coaching practice and also with like building a business. Um, and, and I will also say to some degree was doing some of this work because I ran a team before. Right. And, and, um, and I had learned a lot about how to lead and, um, not necessarily. Well, even the business side, when I was in, in my prior job, I was running a line of business and I scaled it globally to ten countries. So I had to figure out, not by myself, obviously, with a team of people, but we had to figure out together, um, how to help offices and ten other countries, um, sell training, sell leadership development. Um, and we had to teach them how to teach. They didn’t teach and they didn’t sell teaching. So, um, so I learned some there too.

Stone Payton: So let’s talk about the work. And one of the things that kind of brought you into our circle and put you on our radar, and one of the main reasons I wanted to have this on air conversation is to learn more about this inspirational leadership model. Can you speak to that some?

Teresa Brazen: Yeah, yeah. So this is a leadership model that I developed to help leaders elevate their mindset and their behaviors and skills so that they can inspire really exceptional work. And those, you know, that that thriving workplace culture that I was talking about earlier. So it really emphasizes leading from within and acting as a catalyst for the growth of your team and the people around you. So it’s um, it’s a compass, inspirational leadership compass. And it’s intentionally that because, um, there, you know, the, the ways in which you need to flex your leadership vary. They vary by person. Like what you know, Stone, what you’re strong in might be different than what I’m strong in. And where you need to work might be different than where I need to work, right? Um, and also, it’s, you know, the ways in which you need to flex your leadership varies by environment, too. And what’s happening. Right? So, you know, I’m talking I have a client right now who is, um, about to have to lay a bunch of people off. And so, you know, in that case, he’s thinking a lot about what kind of leader he wants to be through that process. Um, how to do that in a humane and a humane way? Um, but, you know, someone else might be, um, let’s say, you know, they, they just their team just doubled in size. They inherited a new a team from another part of the business. And so they’re having to step into leadership in a different way. And the things that they have to work on are different in those different contexts.

Teresa Brazen: So, um, I just say that, you know, to, to say that it’s Intentionally, um, not linear. It’s supposed to be like a compass. Adapted to context. So there’s five pieces of it. There are. And I think of these as. Where they are, there are five components of what can help someone to become a more. Inspirational leader. So one piece is purpose. Um, and that’s about clarifying and leveraging. Both a personal and an organizational purpose to guide decisions and to inspire commitment. Um, another piece is energy management, which is about prioritizing self-care and. Promoting healthy team dynamics to sustain high performance without burnout. Um, there are a lot of leaders that I interact with at. One of the first things we figure out is like, oh, we got to work on energy management because you can’t even do the work of coaching and evolve your leadership if you don’t. You have no energy left in your battery. Um, influence is another piece, and that’s about, you know, learning how to more effectively navigate organizational dynamics, um, how to, to do strategic relationship building, how to be a persuasive communicator. Um, innovation is another piece. So that’s really around cultivating a culture where creativity and innovation just naturally flourish. Um, and then the last piece is unleash, and that is empowering other people and unleashing their potential and their their leadership abilities because, you know, the sum is greater than the parts. If you can unleash the leadership potential within your whole team, you’re all going to get a lot further. So that’s high level. Those are that’s what it’s about.

Stone Payton: And the mechanism for the work is that one on one, is it group facilitation speaking or maybe a little bit of all that.

Teresa Brazen: Yeah, yeah yeah, yeah. Um, it’s one on one coaching. Well, it depends. So very tailored. Um, I use it in my one on one coaching, for example. Um, and we might identify different areas to work on in coaching, but when I’m working with a team, for example, um, it might be so one on one coaching, uh, workshops around each of those areas. I have longer like a inspirational leadership program for leadership teams that’s, you know, over a much more extended period of time where we go deep on all those things. And the the big thing I would say about how I approach all of this is I am very much, um, an advocate for experimentation. Um, I, I want people to try things and try things that are uncomfortable but not have the pressure of getting it right. Wow. So a lot of, a lot of the work that I do is around helping people figure out what are or working with teams, individual or teams. Um, what are, you know, micro experiments that they can conduct to practice new skills or a new mindset or a new behavior? Um, in new ways. So even as as I’ll give you an example, um, one of my clients, um, is a product leader and has, uh, got some poor performance reviews.

Teresa Brazen: Um, but is has really great intention, wants to be a really great leader and manages a team. And one of the things that we realized thinking about influence and the way that he was influencing the behavior within his own team and with his partners, is that he was leading in a very directive way. So when we would have conversations, um, he usually began with what he needed or wanted or his perspective. And so he made one small shift, which was to focus on every meeting that he went to, whether it was a direct report or another partner or leader, is to remind himself before he went in to, um, lead with curiosity. And rather than beginning with what he wanted or needed or his perspective, he began with questions. And so he’d ask more to understand more about their perspective and what they needed as a starting point. And immediately his relationship started changing. And that’s that’s a very accessible kind of experiment. Do you see what I’m talking about?

Stone Payton: I do. And it strikes me as an incredibly powerful shift that probably had some tremendous impact very quickly. What I’m trying to envision is both in a group environment and individually. You must have to create a level of trust well beyond what a radio host has to.

Teresa Brazen: Yeah, well, you do a good job of it too. Yeah, absolutely. Yeah. I mean, people need to know that I or anybody else that I bring in that’s, um, doing this work with me that we will one know what we’re doing? Do you mean trust in in me, or do you mean in as in in themselves or within a team? What? Actually, let me clarify that for me.

Stone Payton: Yeah. Well, I think maybe. Yes, across the board. Like I’m envisioning me as a participant. Right. So I’ve got to trust the room of people. I’ve got to trust the environment that you’ve created so that I really can try on some of these, uh, these new behaviors and approaches in a truly safe environment. I’ve got to trust you then. But, you know, maybe I gotta trust myself, too, to open up a little bit and take the mask off for a little while.

Teresa Brazen: Yeah. You know, it’s funny, I was just writing a a LinkedIn post today about, um, acting before you feel the way you want to feel. So let’s see if I can make this make sense. So, um, the reason I like experiments and micro experiments is it forces people to try something, even if they don’t feel like they’re ready for it. Mhm. So on one hand yes there is. You have to build trust. But also if you wait to feel like you trust yourself, for example, you’ll never do the thing that you’re afraid to do.

Stone Payton: Mhm.

Teresa Brazen: Right. So there’s, there’s a little of both. Like I obviously have to build trust with my clients. Right. And they need to know both that I know what I’m doing, but also that I care about them, that I really am in it for their wellbeing. Well-being. I’m not just trying to, like, sell a program. Right? Um, I, I also need to help them, um, build more trust in themselves. But what I know is that you build more trust and confidence in yourself through action, because it starts to teach your brain that something’s different. So whatever patterns you have, like narratives you have going on in your mind around like that, you can’t do something, let’s say, like, you think you’re not a good public speaker. And so you, like, shy away from doing presentations. Um, the best way through that is to actually start doing it and know that you’re going to be uncomfortable for a while until you start building new patterns in your own brain. And over time, if you practice uncomfortable things enough, you become more comfortable with them and they become a part of who you are. A great example is I was terrified to teach. I got into teaching and for the first I was teaching people who were CEOs, um, VP’s, you know, like very high level folks in these leadership classes and, and and they, um, they had more experience than I did. Terrifying. I mean, imagine that, right? Like, I’m going to teach these people something about leadership. Um, and for the first six months of that job, I, I mean, honestly, I just felt like ill all the time. And I remember thinking at a certain point, I don’t think this is the right job for me. Like, I can’t imagine feeling this terrified all the time. Like, this isn’t sustainable. But around six months, I had done it enough that my internal internal feelings about it changed. And now I’m super comfortable. Like, I mean, it’s not like I never get nervous, but in general, I’m I’m very comfortable in that space. Um, and it was the action that got me there.

Stone Payton: So what have you discovered? That is the art and science or approach or discipline or rigor, whatever it is that, um, that allows the change to or gives the change a reasonable chance at really sticking. You know, you have this great two day experience or this great one on one session. Yeah.

Teresa Brazen: Yeah. Yeah. Um, well, I feel like I’m going to repeat myself a little bit, but I’ll give you an example. So it’s, um, repeated action. Mhm. I mean, at the end of the day that really is what it is, is you have to you usually don’t get it right the first time or the second time. Right. And, and the other piece I would say is reflection. Um, I’m a, I mean, the way that you in learning and development, like what we know is that the moment of learning and insight actually happens in reflection. It’s not even just the action. You have to reflect on the action. So in coaching, um, you know, I’m often creating a space for individuals or teams to reflect on what did we just learn from the thing we tried? And then how does that change or does it change? Um, that action moving forward? Should we iterate on what we were trying out? So, you know, for example, I go back to the manager who was trying to, um, act with curiosity. Right. Um, maybe the first few times I’m making this up because I don’t know exactly. But, you know, maybe the first few times he had conversations, people looked at him like he was weird because it was a totally different way of being. Right. Um, and, you know, maybe we talk about that, and then and then in reflection, he realizes there are some modifications he could make to the way he’s opening up those conversations. And so he tries a modified version of it. Do you follow?

Speaker4: I do.

Teresa Brazen: Um. Oh, gosh. There was something I was going to say. What was your question again?

Stone Payton: Well, I was just asking about driving that lasting change and having it go well beyond the fervor of, you know, the afternoon of day two, which is awesome, you know, or whatever. Yeah.

Teresa Brazen: Yeah, yeah. Okay, I got it. Um, the other thing I would say is so it’s repeated action, it’s reflection, and it’s time. I love doing workshops. They’re so fun. And you can really get deep with people and they can have big aha moments. But you know, and I know that there is a high likelihood that everybody is going to go right back to business as usual.

Speaker4: Yeah.

Teresa Brazen: So when I, um, work with clients and they want me to do a workshop, I, I always try to convince them to let me do at least one, hopefully a few more follow up sessions that are they can be very short, you know, they can be like two hours and they can be remote. But, um, they are basically accountability, reflection and iteration sessions. So I bring them back together and we talk about what did you try, what worked and what didn’t work. What did you learn and what will you do moving forward? And if we can do multiple of those, it keeps people coming back to the work. So, um, yeah, that would be another piece.

Stone Payton: Well, that makes all the sense in the world. I’m so glad I asked.

Teresa Brazen: Yeah. It’s also why my, my preference is to, to do programs with, with teams over time or in the case of coaching, like I don’t do one off coaching, I don’t do just a session. Right. Um, I do multiple sessions over time.

Stone Payton: So what are some signs to look for or some things that might be happening in my personal or professional life that as an individual, I should be thinking, hey, maybe I should engage a coach or as a leader looking around the organization. You know, maybe we should bring someone in here to work with our group. Are there some things we should be looking for? That tell us? Yeah, maybe something we should consider.

Teresa Brazen: Yeah. So, um, that’s a good. And I’ll think about I’ll talk about this through two lenses. So for an individual, you know, some common signs that a coach could be helpful would be you don’t have time to think you are. You’re totally caught up in busy work. You don’t have space to think strategically or in a zoomed out way about what you should do next, either career wise or even just at work. Um, or you’re burnt out. That’s a big sign that you need to pause and recalibrate. Um, it can be things as like you’re flying off the handle a lot at work. Um, you’re, you know, snapping at people and regretting it after. And it’s becoming a pattern. So there’s something going on. Um, maybe you feel stuck in your career. It feels misaligned, but you’re frozen by the idea of actually trying to act on it. Or similarly, you have a big a big goal like, um, you want to move up to an executive position or you want to start your own business, you know, like it could be anything but something that feels daunting, um, is a great time to bring in a coach. Um, other things would be imposter syndrome. So, you know, you feel like a fraud, and it’s holding you back from taking the next step in your career. Um, or you’re having challenging relationships, especially, you know, I work a lot with leaders on their cross-functional partnerships.

Teresa Brazen: Um, and for a team, you know, I would say the big thing I often work with teams on is actually helping them to become a team. Um, and what I mean by that is many times, and I’ve experienced this myself. I’ve been on a leadership team. Great people. We all got along, but we weren’t a team. We were individuals responsible for our own parts of the business, and we didn’t have any real shared goals. Um, and we didn’t lean on each other for support. We just when we got together, it was basically status updates, right? Here’s what’s going on with my part of the business. Here’s what’s going on with yours. Um, so if you have a team that feels like that, um, that’s that can be a good time to bring in a coach to or a new team is forming. I’ve been doing a lot of work with, uh, teams that are that are just being gelled together and helping them come up with operating principles, which are, uh, just basically some agreements around, um, what what kind of team they want to be together and how they’ll show up for each other and how they will make decisions and act together so that they can be really intentional about the culture they they build between each other.

Stone Payton: Yeah. So how do you pick the right coach? I mean, I don’t even feel like I would know what questions to ask. Like, if I were talking to 2 or 3, like, what kind of questions I would. Yeah. Any insight on that?

Teresa Brazen: Well, the biggest thing I would say is chemistry. I mean, it’s it’s deep and personal work, even on a team level. Um, and you, you want to work with someone that you feel a connection with? Um, partly because of what you brought up earlier, which is trust. You need to build trust with this person, right? Yeah. You know, I would say giving coaching is a really there’s there’s a whole landscape of coaches, right? And coaching actually kind of means different things to different people. Given that it’s a, it’s such a, I would say inconsistent industry. Um, you know, if you’ve never found a coach before, I would recommend looking for somebody that has some kind of certification in the International Coaching Federation is a good one. They’re like the governing body of coaches, and it all it does is help you feel calm or actually not just helps you feel confident. You can be confident that that person has gone through training specifically to learn how to coach. They’ve been observed, they’ve been given feedback, they’ve worked with people for a decent amount of hours where they have enough practice under their belt. You know, that’s not to say that someone who’s not certified is not necessarily great because they are. It’s just certification can be a way to help you narrow the pool to to people that have, um, have some training in it. Um, I’m trying to think of what else. And then I think the other thing is like, does their approach resonate with you? So I described to you my approach is very experimentation forward. If that resonates, then we might be a great pair. If that isn’t something that naturally appeals to you, then my approach might not be the right fit for you. And then lastly, if you know there’s a certain area that you want to work on, you know, like let’s say it’s, um, leadership development specifically, then you probably want to work with somebody who works with people on leadership development, right? Um, or if you want to do career change, you may be able to find a coach that has experience with that.

Stone Payton: So really, this chemistry thing, I mean, you may be talking to a very competent, well accomplished practitioner, but if the chemistry’s not right, I mean that really, because it goes back to the trust thing we were talking about the whole bit. Right?

Teresa Brazen: Yeah. Yeah. It’s a partnership. That’s what coaching is. It’s a partnership. It’s you and I are deciding together that we are we’re going to roll our sleeves up and we’re going to help you get to a goal that is really important to you, and you’ve got to be able to lean into that person. And yeah, chemistry is is one very telling way to know whether you could roll your sleeves up with them.

Stone Payton: I’m going to switch gears on you here for a moment, if I might, and ask. Hobbies, interests, pursuits, passions outside the scope of of your professional work. Anything you nerd out about?

Teresa Brazen: Yes. Um. I have recently been taking ballroom dancing classes. Um, specifically Latin dancing. I, I love salsa dancing, but I’ve never until recently, you know, taken classes from a ballroom teacher. Um, so that’s been super fun. And then I love I love outdoors exercise. I love being in the outdoors. I love hiking, um, nature travel. I I’m a travel geek.

Stone Payton: Me too. I, I haven’t picked up salsa dancing, but I certainly like to travel. I did buy dancing lessons one time, and then we never went. That didn’t get me a lot of points.

Teresa Brazen: Uh, you can learn. You can learn. Stone. You know, the reason I got interested in it is I went to a ballroom dancing competition, and I was amazed that there was every age range. There were literally people in their 90s competing. I’m not kidding. And and I was like, and there were kids and there was every age in between. And I was like, oh my gosh, I didn’t. In my mind, it was going to be, you know, like 20 something people that were amazing and they were all good in their own way. But I was just like, oh my God, I would love to learn something that I can do, you know, basically until I can’t move anymore.

Stone Payton: So, well, it goes back to your experiential and experimental nature.

Teresa Brazen: Yeah, yeah, yeah.

Stone Payton: Hey, listen, before we wrap, you know, the tagline of the show is producing better results in less time. Let’s, uh, if we could, I’d love to leave the listeners with a pro tip.

Teresa Brazen: Yeah. So better results in less time. Um, one thing that can help you get better results in less time at work is being more intentional about your relationships with partners, and a technique for doing that is to create something that’s called a persona. In the design world, it’s basically a summary of what are the goals, motivations, behaviors, pain points, and challenges that this type of person faces. Um, so a lot of times with my clients, I have them identify who are a few key partners that they need to build better relationships with and for, you know, a week they will observe them. They might have a conversation with them to learn more about some of those things I just talked about and the exercise of doing that. So it takes a minute to do that, right? To be intentional about like, okay, what unpacked? What do I know about them, and what more do I need to know about them to understand what makes them tick as a person? But it’s sort of the slow down to speed up thing if you invest a little bit of time to do that. It enables you to be much more effective in the way that you communicate and engage with that person, and that ultimately speeds up everything that happens later, because so much of work is really just about relationships.

Stone Payton: It really is. And what marvelous advice. If our listeners would like to continue to tap into your work, reach out, maybe have a more comprehensive conversation with you. What’s the best way for them to do that?

Teresa Brazen: Um, they can reach out. I have a website. Uh, Theresa. Brazen. Com which soon will be brazen leadership development. Com. Um, and they also can email me at Theresa. Theresa brazen.com and I’m on LinkedIn. I’m very active on LinkedIn. I share lots of leadership tips there. So if that’s something you’re interested in, you can get a little taste four times a week. And there’s also some tools on my on my website that you know, are relate to some of the topics that we’ve talked about that are free and you can download. So some resources that they could check out.

Stone Payton: Theresa, this has been an inspiring and invigorating conversation. I have thoroughly enjoyed the visit. You’re clearly doing important work. Keep up the good work and thank you so much for joining us.

Teresa Brazen: You are welcome. Thank you. Stone, it’s really nice to be here with you.

Stone Payton: Absolutely. My pleasure. All right. Until next time. This is Stone Payton for our guest today, Theresa Brazen with brazen leadership development and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: Brazen Leadership Development

BRX Pro Tip: 3 Ways to Build a Referral Network

March 5, 2025 by angishields

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Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, I love the idea, and I have enjoyed some degree, of building and having a strong referral network. But what is the best way to go about building one, man?

Lee Kantor: Yeah, I think it’s so important to have a referral network. You can’t just sit there and go, “I’m going to get clients by myself, on my own, one at a time.” That’s just not going to be efficient in growing your business or your brand. Some easy ways to start building a referral network is, number one, identify some complementary businesses in your industry. Just look around, who else is reaching that same customer you’re trying to reach? And just write down their names. It’s so important to kind of build this kind of dream list of referral partners. So, start identifying complementary businesses.

Then, once you’ve identified who they are, find somebody in there that you might know. Reach out to potential partners and just start exploring ways to work together. Figure out a mutually beneficial referral arrangement. They’re trying to reach your same people. You’re trying to reach their same people. You’re both doing something that’s kind of in the ballpark, trying to serve the same group. Figure out ways to work together. Figure out things that make sense in both your businesses that aren’t so cumbersome but are easy. And everybody in the industry is probably trying to look for other kind of trusted partners and vetting good partners. Be one of those trusted partners. So, go out there and find the good ones for you, and then start building some relationships.

And then, once you’ve done that, you got to keep following up and nurturing these relationships. This is not something you do one time and then forget about it. You got to nurture the relationships and hold each other accountable in delivering value to each other. If it’s not working for both of you, then find some other partner. This has to be something that you’re, kind of, nurturing at all times. And something to do while you have relationships and you can only refer to one or two people, build some sort of a wait list in the background so that if one of these two current partners aren’t working out, then you have somebody else to go to in the event that happens.

So, it’s important to kind of leverage your network. And the only way to leverage that network is to build that network. And you have to be proactive. And if you want to be the change, then you have to be the one that takes action. Don’t wait for someone to come up to you. Be proactive.

Mike and Adie Walls with Caring Senior Service

March 4, 2025 by angishields

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RAWMikeandAdieColorMike and Adie Walls’ journey as franchise owners began in 2009 when Mike joined Caring Senior Service as a Franchise Development Manager. His primary role was to sell franchises.

At the time, his wife, Adie, was a stay-at-home mom, and she accompanied him to conferences and events, where she met the leadership team and learned more about the franchise system. She became increasingly invested in Caring Senior Service’s mission, which eventually led to their decision to become franchise owners in 2014.

Their motivation was personal. Inspired by Adie’s grandfather’s battle with Alzheimer’s disease, Mike and Adie moved back to her hometown of Lake Jackson, Texas, to open their Caring Senior Service location. Their goal was not only to provide care for her grandfather but also to serve the local community.

As the face of the company, in 2018, Adie was honored as Franchisee of the Year, a testament to her exceptional contributions to the franchise and her dedication to providing excellent care and service.

Connect with Mike on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio. Ready to revolutionize your franchise with AI? Franchise now empowers franchises with advanced AI solutions, automatic processes, and enhanced marketing strategies. From personalized customer interactions to predictive analytics, we help you harness AI to drive growth and efficiency. Transform your franchise with the power of AI. Visit Franchise Now to learn more and take your business into the future. Now here’s your host.

Rob Gandley: Hey everybody, welcome back to Franchise Marketing Radio. I’m your host, Rob Gandley, and we are the podcast that spotlights brands, innovators and leaders driving success in the franchise industry, and we have a truly inspiring story today that blends business purpose and personal passion. Joining us today are Mike and Addie Walls, franchise owners of Caring Senior Service in Lake Jackson, Texas. Their mission is to provide compassionate care for seniors, and it’s inspired by 80s grandfather’s battle with Alzheimer’s. So really interested in in learning more about that. But along the way, they’ve built a thriving business and even earned the prestigious. And it is prestigious. I’m very involved with these awards. Franchisee of the year award. There can only be one. So that’s pretty amazing. And so we’re excited to hear their insights on franchising, marketing and making a difference in the lives of seniors and families. Welcome to the show, Mike and Addie.

Mike Walls: Thank you very much. We’re really excited to be here. Rob, thanks so much for having us.

Rob Gandley: Yeah, you got it. You got it. So it’s one of my favorite questions. I love to tee it up. Tell me, how did you arrive at being a business owner? And I know that you were in franchise development, which obviously you’re very involved with the idea of business ownership and sharing that, that with someone else. Then you flip sides. So tell me a little bit about how that happened and your journey to becoming a team here, a husband and wife team to build this business.

Mike Walls: Yeah. So, uh, it’s an interesting journey to get here. That’s to be sure. Um, I had dabbled with, uh, being a business owner in the past, and, um, in the kind of 2008, 2009, uh, bubble burst, you know, that occurred, um, my business at the time didn’t fare very well. So, uh, I was unemployed. I was looking for a job. Um, and luckily, I came to know Caring Senior Service. I had never done anything in franchising before. They were looking to really expand their franchise growth. And so we we both kind of took a chance on each other, you know. And and and that’s how I got into franchise development in, in late 2009. Um, from there, I think we, you know, over the next, uh, 3 or 4 years, uh, expanded by about 50 or 60 units. Um, and what was interesting was along the way, of course, um, in franchise development, you talk with people at all hours of the day. You know, I live in Texas. So if I’m speaking with somebody in California, there’s a two hour time change. Or if they’re on the East Coast, there’s a one hour, you know, and so it might be after dinner or something like that, 80s listening to me on the cell phone, you know, going over the the spiel of what the Kerry senior franchise opportunity is all about. Um, but at some of the conferences and things, she would start to attend with me and got to know many of the existing franchise owners and some of the new franchise owners that I had helped bring on board and I think started to, you know, feel kind of called to this. Um, and, and it was I kind of like maybe for her to, to jump in and give her side here. But. Yeah, but many of our franchise owners, uh, would talk with her and say, you know, you would be perfect for this. You really need to get into this.

Addie Walls: That’s what they said. Um, my my youngest was starting kindergarten, so I was looking at, you know, going back to work and, um, as more people said, yes, you should think about this. Um, we looked in our own family. Um, my my grandfather, like you said, was diagnosed with Alzheimer’s in 2010. So, um, you know, we were dealing with that for a couple of years, and finally we decided that, yes, um, we needed to, to do this. Um, and that would help me to take care of my grandfather, um, and my grandmother I was very close to. Them, um, I, you know, I, I’m the first grandchild, but I consider myself the fourth kid. Um, because I was stepping in and doing a lot of things that, you know, typically the. Daughter does. So, um, caring senior service just helped us to be able to, to do that. So. Yeah. Um, so.

Rob Gandley: So how do you think just just kind of made me think of this, but how do you think. That that affected how you guys approached this business, how you approached how you built it. How you now manage it? I know that never leaves you that experience. So. So how how do you think? That influenced the way you run this business?

Addie Walls: I feel like it, it it gave us, I mean, the ultimate purpose because, you know, I was taking care of my grandparents and then sharing with others how I was taking care of my grandparents. Um, it was very personal because, you know, I did it on the on a daily basis. I got to see it. But I also, you know, learned from my other clients. Um, you know, different things and, and took those things that I’ve learned to, to help care for them. So, you know, it just kind of was all intertwined. But, you know, the main focus being, um, you know, I want to treat people like I want others to treat my grandparents and how, you know, I would I would care for them.

Rob Gandley: Oh, you just said my favorite thing, the golden rule.

Rob Gandley: I love the golden rule.

Rob Gandley: I wish everybody followed the golden rule.

Addie Walls: Yeah, it would be a lot better.

Rob Gandley: Yeah, it’s a little less work. It’s a little less effort. Um, yeah.

Rob Gandley: Cool. Well, that’s amazing, I, I love the industry. I am in that age range where I have my mom and my dad did pass away at 82, but I was very happy he had that life. And, um, my mom’s 86 and doing pretty good. Uh, but definitely because of my, uh, relationship with the industry and with some of the brands that do such an amazing work, like you guys. Um, I was able to get some some guidance and experience how that makes the other person feel like the family. And I’ll tell you, it was a 15 minute consultation that really gave me peace of mind. We like using the phrase peace of mind a lot, uh, in a lot of marketing that we do. Uh, because it’s so true. Oh my goodness. It was. And I would just encourage anyone listening, you know, make sure you, you speak about it, uh, reach out because it makes you feel better when you understand what to do. Uh, when you’re dealing with parents, it really is a it’s a weird shift when you start having to take care of your parents, right? After all those years of them being your parents. And so, anyway, I had a great experience and felt really good, uh, in that. So so let me ask you, uh, maybe pivot over here to Mike. Um, so you were doing, uh, franchise development, Right. And you and I know that that is for anyone listening. That is the side where you’re helping share the opportunity with others that are thinking, yes, I’d like to start a business and not sure where they want to start it, but this is a great industry and so they wind up talking to Mike and Mike. You helped grow that business. The same brand you’re a part of, you helped grow that. So doing that role for so many years and then coming over and becoming a franchisee. Tell me, were there any were there any adjustments, were there any challenges, any any notable things that you said? Oh my goodness, I didn’t realize.

Mike Walls: Yeah. I mean, yeah, I mean and that’s what’s what’s pretty funny is I think a lot of people thought, well, you were already involved, you know, at the franchisor level. And, you know, on the franchise development side, you know, this should be a cakewalk. And it’s like, I could talk about the business a lot, you know, and and I even thought I understood it. And wow, being on this side of the table, you know, and and working as a franchisee and an operator was, uh, yeah, there was a lot of eye opening experiences along the way. Luckily, um, my transition was helped so much by A.T. as as we launched our franchise, I was still working in dev, and so she was, you know, the the operational side of our franchise. So we worked in the same office. But I, we were filling very different roles. I was very little involved in the franchise at the time other than, um, a sounding board or sometimes a punching bag, maybe for A.T., uh, at times. But, um, it, it slowly, you know, developed where as our franchise grew rapidly. Um, I needed to to to to pivot and move into, you know, full time working in the franchise. And I remember that conversation I had to have with our CEO basically saying, you know, I’m I’m going to have to quit. You know, I’m going to have to leave the franchise or because my business, my wife, my family, you know, they need me. And, um, and I was really enjoying it, too, you know, which which was which was wonderful. And, you know, not only do we have the opportunity to care for our own family members, um, but getting into that side of the business and no longer just talking about it like I had done previously, I found to be, um, extremely rewarding, uh, both personally and financially. You know, if I’m being honest. So, um, it was it was fantastic. But yeah, the the number, the number one question we get asked is how on earth are you able to work with your spouse.

Rob Gandley: That’s a that is a testament to your relationship because it’s an I agree I understand what you’re saying. It’s another level, another dimension. But it’s awesome.

Mike Walls: Yeah. And you know, for us, I mean, working with each other. This is the first time we’d worked, you know, together like this and, um. Yeah, that that is the most challenging part because we don’t get a break from each other anymore. Right. And so it blurs the lines between where does business end and where does, you know our life as a, as husband and wife and a family, you know, and it kind of all intertwines. And I mean, yeah, there’s our kids can tell you, you know, there’s been conversations 11:00 at night. You know, we’re heated about something about the business. And they’re like, guys, can we, you know, please stop talking about business for a change? Um, that’s been the most challenging aspect is not as business partners not being, you know, business business all the time, taking time to step back from the business, be husband and wife, be mom and dad, you know, and do those types of things.

Rob Gandley: Yeah. Yeah. Well and that as I said, you’re doing a family business though too, which I think is probably edifying on some level still challenging to run a business together, but I’m sure you enjoy a lot of the moments together that that where you’re impacting families, because being married in a family is all about, you know, you want your family to be healthy, but you know, you feel the community around you and the friends and, you know, and so you want them to feel that too. And so you’re doing that good work must be a good thing for your relationship. But I don’t know, it’s still work. Um, but so tell me about your community, though. Tell me about the area you’re in and how did you how did you go about building the relationships and what kind of marketing and, and what is the approach to kind of getting started maybe in that early period. And then now as you’re more mature, like, what does that look like? Who do you work with and how do you get the word out? Because I know awareness is certainly a factor. People don’t just automatically think of you, or maybe they kind of do a little. But the reality is not a lot of people realize what the options are when they experience family challenges like this. So how do you get out there and get the word out?

Mike Walls: Yeah. You know when when when we we moved back home to our hometown where we grew up to do this. We had been gone for around 15 years, but but we grew up in the area where we started our franchise and where our family was, and we really thought that it would be a cakewalk. Oh, we’re going home. We know everybody. You know this will be no problem. And boy, were we wrong. You know, um, and I think you you alluded to this just a second ago. This isn’t something that, uh, people normally think of. You know, we make decisions, um, about where we’re going to have lunch on a daily basis or where am I going to get my car washed, or where which vehicle am I going to purchase? Even making a house purchase. We make these decisions multiple times over our lives. Oftentimes, the decision to take care of a loved one, um, in the long term, an elderly loved 1st May be Maybe a decision you only make once. Um, and so to get in front of those people when they’re ready to make those decisions is, is quite challenging. And, um, luckily, working for the franchisor, um, this was one of the most common questions we would get by people investigating our brand is, you know, how do we generate the business, right? How do we get the name recognition? How do we market and get that information out there? So I’ll, uh, I’ll let Adi talk a little bit more about that, because, again, I’m still working in dev at the time. Right. So she’s the one who’s pounding the pavement.

Rob Gandley: Yeah. Got it.

Addie Walls: It was. It was really cool moving back home and, you know, knowing some people, um, this was a small town, um, created for Dow Chemical, you know, 50, well, 70 years ago now. Um, and so, you know, it was very small and it grew from that. But some of the original family members, um, you know, or families that were here, I was then dealing with, you know, my grandparents, friends, um, people that we went to church with, people that I had known, you know, through church forever and, um, you know, so so it was we still had that kind of kind of close, um, six degrees of separation or something like that. Where.

Addie Walls: I could tell, you know, if I didn’t know, you know, the the son or daughter I knew, the grandparents or I, you know, they knew my aunt and uncle or his aunt and uncle or, you know, something like that. So, I mean, that that makes it, you know, really interesting. Um, and, you know, and that, you know, helps helps make you feel like, okay, hey, I know you and I’m going to take care of you, you know, like, I take care of my grandparents, you know, it just.

Addie Walls: You know, kind of, um, you know, just your family. Okay? We’re going to, you know, care for you that way. So, um, we we did have to go out and and talk with the healthcare community and, and, you know, because that’s where you find those people that are, um, make need to make those decisions right away. So, um, we did go out and visit with them. But, um.

Mike Walls: I mean, primarily, you know, talking about these, these people that we knew or maybe really didn’t know, but they knew our family members and whatnot. It seemed like we made those connections after the fact. Those weren’t the driving force of how they came to know us. So the interesting part in this type of business is, again, it’s not something we think about on a regular basis. So it’s really, um, usually in times of crisis where a family member starts thinking about, you know, needing this type of care, which caring senior service provides non-medical in-home care. Um, so caregivers that come into the homes of our clients and help them with what we call activities of daily living. Um, everything from light housekeeping, cooking of meals, maybe running errands, picking up medications to. The more hands on personal care assistance with dressing. Grooming, bathing. Ambulation. Getting around their environment. Um, and so normally what we found is. An incident occurs, an illness, um, a fall, an injury, something like that. That maybe put. Put a loved one in the hospital. Um, and now things have changed significantly for them. And they maybe are not able to, uh, live as independently as they could previously. So how do you catch those people in that moment is what we’re always trying to understand. And so we reach out to the people who are interacting with those patients in that moment. Hospitals, um, home health care companies, which might be providing skilled services in the home, um, rehab facilities that will be discharging patients home. Um, and it’s it’s old school face to face, you know, it’s it’s getting in front of him. Um, luckily, we’re able to have a little bit of a unique story, you know, that we can share with them, which, um, catches ears a little bit easier, I hope. Um, but that’s that’s how. That’s how we drive the marketing and and and get that name recognition. And then we are in a fairly small town. So, um, the word of mouth, by providing superior service, um, you know, takes it from there and is invaluable.

Rob Gandley: Yeah. I, I can tell you, I, I would guess your, your reviews are, are amazing. Uh, because, um, you know, in this business, there’s such a heartfelt thank you that occurs when that is a mom and dads are good. They’re good. She’s covered. You know what I mean? It’s like you finally figured it out. It’s, uh, it’s a good feeling, but that. Yeah, that word of mouth and that that experience just kind of naturally carries. Right? So that’s your your marketing is your product. Your marketing is your service. Right. Doing the good right.

Rob Gandley: Doing the good work and it amplifies the good work. So that’s amazing. I love businesses that work that way, just like we just do what we do and then it just grows.

Rob Gandley: I mean if it’s really good, that’s what happens, right?

Mike Walls: Yeah, yeah. I mean, you have to be excellent, right? You have to you have to be excellent in everything you do. But, uh, but when you, when the reward, you know, when you get to help, you know, not to besmirch any other business out there, but we’re not selling widgets, you know? Yeah. Uh, yeah. It’s a very intimate line of work that we’re in with a very vulnerable population. And, um, to, to do that, we’re we’re blessed and humbled every day.

Rob Gandley: I love what you just said. Uh, intimate work with a with a vulnerable population. What a what an important thing to. That’s a great perspective. It’s true. So true. And that’s that is what makes that impact, you know, when when people feel that way. Um. Very cool. So tell me a little bit about, uh, I love talking about technology. I’m a technology. It’s my background and marketing. And and I come from franchise development, brokerage and and way back when 20 plus years now and but was in technology. So I love to get into that. And um tell me a little bit about that. And so you have this real intimate, um, business model. But there’s some technology, right? There’s some things going on and it’s just, hey, how can we help, uh, this population? So tell me, how do you evaluate, first of all, which is there some technologies that you, you’re a fan of and that you’re starting to look at or use or are using? And then, you know, what’s your perspective like? How do you evaluate things like AI coming down the pike? Right. We don’t know where things will be in 5 or 10 years. How do you guys like think about that stuff? How do you use it to help your your your your clients?

Mike Walls: Yeah. Great. Great question. Um, it’s been, um, what? We’ve been doing this for 11 years, I guess now. And, uh, the changes over the past decade have been absolutely incredible on the technology front. Um, we, um. We were a little cold. Um, we we started off pretty basic, you know, almost Excel spreadsheet type of database. Um, for, you know, logging our, our, you know, our CRM, if you will. Right. And logging our clients and our employees. And we had multiple different, you know, programs and different things. And luckily for us, our franchisor, the founder Jeff Salter of Caring Senior Service, um, is really technology, technology focused. And he made it his mission to create a software just for our business that could incorporate all these details payroll, clocking in, clocking out telephony, uh, tracking progress notes, tracking patients. Tracking employees all into one. Accounts receivable. Accounts payable. I mean, everything got into this one package developed just for our business model. Um, and that happened in about 15 in 2015. And we’re about to adopt the second iteration of that, which is starting to incorporate AI. So that’s incredible. And we’ve had some demos of some of the conferences we’ve been to. And you said it earlier, like, I have no clue how this is going to impact us. I know it’s super cool. Um, it’s a bit overwhelming. Um, and a lot of it is just I’m not a tech guy. Um.

Addie Walls: Certainly not. Yeah.

Mike Walls: And and so we’re really interested, you know, from a from a management, you know, how we manage our, our, our business. You know, how that is going to help streamline things and provide efficiencies. With all of that being said, you know, the more time we can spend devoted to our patients and what’s going on in the home and not the the mundane goings on of scheduling and payroll and things like that, you know, we can focus on the things that really make a difference. Um, so that’s been really cool. What another thing that was super cool. I think it was in August of last year. We implemented, um, some AI technology. Now we place devices in the home of our patients and kind of like Amazon. Um, uh, we have an Alexa in here and start talking. Yeah. Yeah.

Mike Walls: She who shall not be named. Um, it’s similar to that in that it’s listening all the time. Um, and it’s running that information through an AI model. And when it hears sounds of someone maybe having a fall or calling out for help or something like that, We can get alerts about this. Um, it can also listen for, um, positive interactions between our caregivers and our patients. And it can be used as a coaching tool for us where we can coach our caregivers. Um, we can also maybe coach family members. Hey, you know, you’re dealing with someone with with dementia or Alzheimer’s. Here’s some tips that we can provide you to maybe make things less combative for you. Yeah. Um, but just the other day, we were getting ready to go out of town, and this, um, technology alerted us. Um, and it alerted me, my wife and one of our managers, my managers immediately called the closest family member. Um, I got in the car and started driving to the, uh, patient’s home because it had detected a fall, and then it had detected someone crying for help.

Rob Gandley: Wow.

Mike Walls: And me and the family member got there at about the same time, and sure enough, she had had a really bad fall, um, and hurt herself pretty significantly. We were able to be there in about 5 or 6 minutes. And she lives at home. This this patient that lives alone. We weren’t scheduled to be there until about 10 a.m. the next day, and this was about 6:30 p.m. the night that when it happened. There’s a really good chance that she would have not been found by anybody until 10:00 the next day. And I believe firmly that that technology saved her life.

Rob Gandley: Man, what a great what a great. That’s what I hope for, for our future, where technology is helping us be better people to each other, spend more time and solve so many problems that that that are just, you know, part of living. But I you know, it’s funny because, you know, let’s let’s look at a different story real quick. This is my story. I went home to visit a family member, my sister, and we’re sitting around the kitchen table and just having a nice visit, and she gets a phone call from a neighbor. But the neighbor is in Harris. We’re in Pennsylvania, in Philadelphia area and Harrisburg. The the daughter is calling from Harris several hours away, uh, calling my sister, saying her mom fell, and we run over across the street. Now, that is not a reliable solution. You know, just happen to be home happened to answer. And of course, they’re close enough. They we we all did. Me and and my brother in law. And we went over and sure enough, she was laying alongside her bed. And you know, if we weren’t there, we wondered we always wondered. And I remember thinking, man, that happens too much. It just this is the awareness part. And I believe then your CEO Jeff ride his bike. Didn’t he have a bike? Did he do that?

Rob Gandley: Yeah I mean yeah.

Mike Walls: He’s the yeah, he rode it around the country and, um, he got stopped at our location, you know, and we we got to enjoy that. But. Yeah.

Rob Gandley: Very cool stuff because you know, you know, you wonder how does that happen? You know, this woman was 92, I think. I mean, she had her wits about her and she was pretty, but you know, but physically, you know, it was hard for her to get around. And she had a walker and and so it’s it’s just. Yeah, we don’t want to leave that exposure. It just seems too risky to me to even have someone living alone like that. But but if you’ve got technology that maybe helps with that or, you know, for the hours that they’re by themselves or what have you, you know, amazing stuff, great story. Glad that you’re. So, so tell me, is there anything else that you found like that in the home security, anything like that, that you found that’s really cool or that you’re using or.

Mike Walls: I mean, we, we’ve tried a number of different things. And of course, there’s all kinds of gadgets and stuff that come along to right that. So yeah, not all technology is good and, and you know.

Mike Walls: And bears fruit. Right. But um, this one in particular, we’re really, really excited about about what AI is going to do, you know, and, you know, like I said, the services that we provide, Rob, are, are, are non-medical, but we’re so closely connected with the medical side of things. And of course, we get a lot of, you know, medical journals and things like that that we read, you know, what they’re doing by, you know, doing imaging and running that through an AI model. And it’s finding things that humans missed. And I just think in the grand scheme of things, um, especially, you know, just looking at our end of the market in long term care, we’re incredibly excited about what that technology, you know, is going to bring. And, and the innovators who are going to take these technologies and use them like I would have. When I think of AI, I think of ChatGPT, you know, or Gronk.

Mike Walls: Like that. Right. And and we use that. You know, we’ll use it to write Facebook posts or you know some little marketing you know, thing. But um, to have some type of device that’s listening and keying in and learning, you know, about these situations. Um, we get alerted, uh, you may know this when when someone has Alzheimer’s or dementia, um, a sudden mood change, especially in women. Um, one of the, uh, things that can cause that is a urinary tract infection, um, it’s very common. And it’s a, it’s a it’s a very common signal that someone maybe has a UTI. Um, the AI will alert us to that and it’ll say, hey, possible UTI, so we can make a quick phone call to their home health company or doctor, you know, and say, hey, we suspect there may be a UTI. Would you take a sample? I mean, and it nails it almost every time. It’s incredible. Wow. What it’s capable of learning and doing. So, um, that’s the most significant thing that I think is coming. But again.

Addie Walls: We don’t know what’s next.

Mike Walls: Jeff and our franchise system have all kinds of stuff that they’re working on. I mean, and I probably can’t talk about some of it because.

Mike Walls: He’s pulled back the curtain and let us see it. But it’s truly incredible what’s what’s what’s coming down the pike very, very quickly.

Rob Gandley: Very cool. That’s great to hear and very important. And it goes back to us spending more time with each other. Right. You guys can focus in different ways with the relationship and being, you know, just human to human relationship. And and you are in that ideal sort of industry where like you said earlier, where you know, you’re you’re a very intimate business model. But I feel all business models can become more intimate because of AI. So I’m really excited what this means for everybody. So we can maybe slow down and focus on each other a little better instead of staring at screens trying to figure it out.

Rob Gandley: Well, tell me a little bit about we didn’t talk much about training because, you know, you did have a background. So you knew the brand and the industry. Um, but certainly, you know, 80 you had to jump in and learn the business. And then Mike, later on, you kind of came in and had to learn the franchise owner side. Tell me a little bit about that path. I mean, a lot of people probably wonder, you know, do I have to be more medically inclined? Do I have to have a healthcare background? I know it has a lot to do with your heart. So maybe talk a little bit about that, but tell me a little bit about the training and a little bit about what is a good fit. Like who is a good candidate for this kind of a business?

Addie Walls: Well, I think a good candidate like you said has to have the heart for this. You have to be passionate about taking care of people. And you know that I don’t have a nursing background. I don’t have a medical background. I was a stay at home mom and, you know, wanted to care for my grandparents. Um, I didn’t I went through the franchisee training and, you know, learned a lot. One of the best things that I, that I utilize, you know, still to this day is talking with other franchise owners. Um, we have our quarterly conferences and we’ll get together and, you know, talk about, you know, what’s working in your office and, and just learn from each other. Um, so we have this, you know, close knit family that we can reach out to. Um, you know, I can pick up the phone and call one of the other offices. If I have a question, we can call the corporate office. If if we have a question, you know, about software or about, you know, any, any kind of kind of situation. So, um, I feel like we’ve got, you know, good lifelines there.

Mike Walls: And not just the not just the procedural stuff or the process stuff either. The, you know, talking about goals and, you know, how how do we see growth? What are the pitfalls of growth. Right. Um, growth can be incredibly challenging. And early on we grew rather quickly. And I don’t think we were prepared for some of that. We didn’t have some of the systems in place, so maybe some of this is a little misery loves company. But you know, 80 is right. These are franchise family. You know, it’s a whole group of people that we all want each other to succeed as, as as each franchisee succeeds, the franchise system as a whole succeeds. And that’s how we all grow together, right? I mean, that’s the essence of franchising. Um, yeah. A little bit of Fran Dev coming out of me here.

Rob Gandley: But yeah, no, it’s beautiful.

Mike Walls: But, um, you know, if you’re not in a franchise system, who are you going to go to that you can trust with some of these very difficult questions? Who can you share information with? You damn sure can’t do it with your competitors. Right. Um, and then you can pay for consultants. Are you getting good advice? Are you not? What’s that cost? So I, I agree, you know the the the training was incredible a week at our corporate office and then them coming to our location and helping us both on. You know, just setting up the office. What what equipment do we need? How many computers? Printers. You know all that from those mundane things to. Let’s go out and market. Maybe you have a client. Let’s go see what that is. Let’s hire employees. All of this is new. You know, to us and especially new to to 80. But once you learn those things, you know them. Um, it’s the it’s the more subjective details. And that being part of a franchise system I think has really benefited us.

Rob Gandley: Oh, yeah, I, I always talk about, like, the cost of a mastermind. Right. Like, you had talked about consultants and things, or you’re involved in groups and networking groups and different, different support groups that might exist for business, but nothing is more powerful than a network of one brand working together in the same direction, supporting each other because you’re all doing the same thing. Similar things, different markets. But that’s powerful. Like, you just don’t manufacture that without the idea of a franchise. And you need to get you know, it’s funny because you got to get there. It takes a while to build 100 units or whatever. In fact, how many units do you guys currently have right now?

Mike Walls: I don’t even know right now.

Mike Walls: You know, so, uh.

Rob Gandley: Quite a few, but but the point is, you got a lot of people, right? There’s a lot of personalities, a lot of different, a lot of talent. Right? A lot of skilled people that come in and become franchisees. So it’s pretty exciting in that sense. But you guys did something pretty special because not a lot of people can do what you did. And I think it was it was 2018, if I get that right. But you want franchisee of the year. And I wanted to kind of talk to you about that. Like and maybe couple that with any advice you might have for any new franchisee. Right. Maybe it is coming into your brand, but just in general. And how do you get to franchisee of the year? Tell us a little bit about why that was and how did you make that happen?

Addie Walls: I know how we got there.

Rob Gandley: It just happened.

Rob Gandley: I was so happy to get it.

Addie Walls: You get there. Yeah, I.

Mike Walls: Know. I mean, I think she makes a really good point, you know, 2015 or thereabouts. We started on this very new, uh, software system that, that, that Jeff had developed, the franchisor had developed for us. And, um, my, my lovely wife, who is not the most technologically gifted, and that she admitted to earlier, um, she from day one said, I’m just embracing this, you know, out with the old, in with the new. Um, and, and she’s a bit risk tolerant, you know, and maybe not the earliest of adopters, um, but had faith. We we we started in 2014 and, um, we, we had already seen that the system works, you know, over the first couple of years. And so I think it was easy for us to make that decision, you know, just adopt it. Don’t push back. It was difficult. You know, change is hard at times. Very hard. Especially anybody listening. I’m sure most of the people listening to this will have been through these types of software changes and things like that, and it can be very difficult. Um, but we trusted the process. We trusted the system. Um, we worked incredibly hard, you know, I and and and by this time when, when, when she won franchisee of the year, um, I was now in the business with her.

Mike Walls: It was demanding, um, us and we were also at a, at a bit of a, a crossroads of what’s the next step forward, you know, in growth look like for us. How are how can we not be both in the business. You know, daily, you know, in the daily grind of it. All right. We know that that can’t continue if we wish to grow. So you know, how do we expand it. So we were kind of in, in those, uh, discussions at the time as well. But, um, I think, you know. Having the 80s since day one, her, her mantra has been I just she never says no to any patient. And no matter the difficulty, um, the success of our business, while we have a great system, um, the success of our business is her incredible work ethic and passion to not leave any of our patients ever, you know, never question that. We won’t be there, you know, for them.

Rob Gandley: It’s people first. Right? People first. And it’s good.

Rob Gandley: You gotta have a good system to make sure you can do that. Right is because otherwise you may not stay in business. And that’s always a struggle with any kind of business. Right. And that’s a little bit what we said before is I can maybe relieve some of the pressures that we have as business owners just with administration or different things. But but if you say to yourself, our culture is about people first, we’ll worry about it later. We have the systems in place to help us be able to do that. Right. That way, the that’s the way the families always know you’re like family. And it’s like you said, and you have that level of trust. And once that’s there and that that pays back in dividends is what I would guess. Then people talk about you and share the story and you just get more referrals that way. And and it just that’s beautiful because it’s based on what we said earlier, treating people the way you want to be treated. So I think that’s pretty cool to be able to do that in your business.

Mike Walls: Absolutely.

Rob Gandley: I wanted to ask you real quick, and then maybe we can wrap up with any advice you might give to anyone thinking about the industry, right? Because I think at this point it’s one business ownership. But there’s something special about this industry. And we we need good people, right? There’s no doubt. Um, so any advice? But before that, is there anything about this business model that you would think people would get the wrong impression? Like, is there something different about running it that you weren’t you didn’t realize and now you realize? Uh, anything like that, that just kind of on the surface it seems kind of obvious, but is there something you were kind of surprised you about business ownership and you maybe pleased you something that was, um, you know, it was nice to find out.

Addie Walls: I think probably the biggest surprise to us was employees. Um, just learning how to manage employees. Um, I think that, you know, they we learned how to take care of of seniors and the processes for that. Um, but, you know, when you’re dealing with human people, it’s, you know, on both ends. They’re they’re they’re humans. And, you know, they do things, they get sick and and you know, there’s just there’s it’s not it’s not an easy black and white. Um, so you have to learn to adapt and learn how to, you know, figure out, um, how to best manage. I think that’s probably the biggest, biggest hurdle and an ever changing hurdle.

Rob Gandley: It sure is.

Mike Walls: Yeah. It’s this is not a transactional business model in any stretch. You know, there’s oftentimes our our employee is with a particular patient, uh, for, you know, for six, eight, up to 12 hours at a time. Um, they do become like family. And so challenges are setting boundaries. Um, but we also have a very diverse workforce. I’ve got employees who are in their 60s. I’ve also got employees who are 22, and they’re doing the same job. Right. But the way they go about doing the job, or the way they go about communicating with each other or with us is very different from one another. You know, um, my 60 some odd year old employee, um, will come to the office and wants to speak face to face or at the minimum, wants to get on the phone. My 23 year old employee doesn’t want to have anything to do with talking to me on the phone. They would rather do it in a Snapchat or a text message or something like that, right? Yeah, that’s been super challenging for us. You know, we’re Gen Xers and, um, ah, I mean, our children are the age of some of our younger. Well, let me back up. Our child does one of our our oldest child does work for us and does marketing.

Mike Walls: Yeah, he’s he’s been texting me during this.

Mike Walls: And I’m like, bro, I’m in a podcast right now. You know, I worry about you borrowing the truck to pick up a couch later, you know?

Rob Gandley: Yeah, yeah, yeah. That’s funny.

Mike Walls: So I think, you know, I think to her point, you know, that us learning how to manage this diverse group of employees has probably been one of the most challenging aspects of running the business. And, uh, uh, it’s been rewarding at the same time. Um, because we learn a lot, you know, through that process as well.

Rob Gandley: Yeah, yeah, they become part of the family. Right? It’s just it’s it’s all of it. It’s the community. It’s your it’s your clients. It’s your employees. It’s. You gotta you gotta figure it all out. But it is part of the family and and, uh. Yeah.

Mike Walls: Well, you know, and and 81 the franchisee of the year award. Well, just last year, it was one of our caregivers who won our national, uh, caregiver of the year across our entire system. We were lucky enough that our, one of our employees was the caring senior service caregiver of the year. Her and her husband went to our owner conference in Cancun, um, all expenses paid. You know, she was completely blown away. And they announced her in front of all of these different franchisees at our annual conference. And I mean, tears and cheers. And it was it was such an overwhelming experience, uh, for us. I can’t I mean, I can’t imagine what Christina Devine, our character of the year, what what she thought about all of that. It was it was really incredible and so proud. Yeah.

Rob Gandley: Well, I think that.

Addie Walls: That second this year.

Rob Gandley: Well, I was going to say it has something to do with both of your heart. Right. And the way you approach things, obviously you’ve been given the framework and the brand and that’s a big part. But yeah, that’s saying a lot. Yeah, that’s saying a lot. You won two very big awards and there’s a lot of you out there. So you, you that’s pretty important. So with that I wanted to to to wrap our conversation up, but make sure that you shared how folks can, um, get Ahold of you in your local market. Maybe share that. And then if you had one last piece of advice for anyone, again, just maybe one thought that you wanted to leave with anyone thinking about participating in the industry, either as an employee or as an owner, but just just anything at all you’d want to leave with the audience.

Mike Walls: The the easiest way to reach out to us is through our website. It’s very simple. It’s the name of our company, Caring Senior Service. Com. Um, absolutely. The best way to get Ahold of us 24 hours a day, seven days a week. We’re always available. Um, we service an area, uh, in Brazoria County. We’re in Texas, uh, south of the outer skirts of the Houston metro area. Um, in our in our headquarters in Lake Jackson here. So, um, as far as the best piece of advice, um, you know, being on the franchise development side, you know, you having a long career doing that as well. Um, you know, you know, 99% of the people that we talk to do not wind up moving forward, you know, with, with your particular brand that you’re representing. And so I think it’s important to, you know, I remember when I first got started, you know, they said, uh, this guy loves to play golf. He wants to get into a golf franchise. The last thing you’re going to do running a golf franchise is play golf, because you’re running a business.

Mike Walls: And so you know that that business, the the process of running the business is what is the most important aspect in my, you know, in my viewpoint of what someone needs to be looking at when evaluating any franchise system, but specifically caring senior service. I can think of very few things that are as satisfying, gratifying, and rewarding as taking care of our loved ones. Um, and there are a lot of us who are not nurses, are not doctors, but who have a servant’s heart and feel compelled and called to serve each other. That that this is a really, really incredible fit. And, you know, a lot of people are nervous or scared. You know, starting a business is, is, is is every bit as big as buying that first home as making, you know, as getting married? Um, it is a life altering decision. Um, and so the more someone can research and really soul search, what motivates them, what makes them happy, if it’s to serve others in some capacity, if it’s a desire to excel in everything that you do. Um, then, you know, caring senior service, I think is a is an excellent choice for someone who’s looking at something like that. Uh, it doesn’t have to be. You know, I care about giving, you know, old people a bath, right? It doesn’t have to be that, you know, but. But this this desire to serve one another, someone with a servant’s heart, you know, is is ideal for what we do. And, uh, if anybody has a a question about that or wants to, you know, look into that, reach out to me on my website also. And, um, I’m willing to share. I’m always willing to share. I’ve had nothing but mentors. We’ve had mentors both in the system and outside the system. Um, I love sharing our story with others and and willing to do so with anybody who’s who’s willing to ask.

Rob Gandley: I and I, I hear that a lot on these conversations. And I always tell people, take them up on it. Take them up on it. That’s the thing about the franchise industry is it’s very giving, uh, very, very giving. And, um, and that’s good because you’re all, yeah, you’re serving all the time. Right? You’re helping those folks to hopefully they get to the place they got to go. And we have better business owners everywhere. Um, but, Eddie, what do you think was a good piece of advice?

Addie Walls: A piece of advice for someone starting in senior care. Um, I don’t know. Look. Look at your heart.

Addie Walls: I think that’s.

Rob Gandley: It’s that it starts there, right? That’s what’s driven your success.

Rob Gandley: So it’s not just. It’s not that complicated. Well, it’s awful.

Rob Gandley: It’s awful hard, right, to say. It’s easy to say, oh it’s just about your heart. But that is easier said than done. It has to be in your heart. So don’t don’t force it. So anyways. Well listen you guys, I appreciate you sharing your journey. I appreciate the work you do because as I said, I’ve kind of been in that a little, um, and experienced it on the other side. And, uh, it is great work. It is an industry that is obviously going to be propelled here in the future with aging population really starting to accelerate, as you guys know. And, uh, so thank you for the work you do. And thank you for sharing your story with us today.

Mike Walls: And thank you, Rob.

Rob Gandley: You’re welcome. You’re welcome.

Mike Walls: Thank you for having us.

Mike Walls: It’s been a real pleasure. And it’s been it’s been a joy to talk with you today. Thank you.

Rob Gandley: You got it. And I just want to thank the audience for tuning in and and keep on tuning in. If you like what you hear, share it. And, uh, we appreciate you too. And bye for now.

 

Tagged With: Caring Senior Service

Women in Construction: How Suni Miller is Shaping the Future of Women in Trades

March 4, 2025 by angishields

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Women in Motion
Women in Construction: How Suni Miller is Shaping the Future of Women in Trades
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In this episode of Women in Motion, Lee Kantor interviews Suni Miller, an excavation and concrete contractor at Timberline Enterprises. Suni shares her inspiring journey from landscaping and accounting to thriving in the male-dominated construction industry. She discusses overcoming gender biases, leveraging her business acumen, and the importance of mentorship and representation for women in trades. Suni’s story highlights the significance of determination, community support, and the pursuit of diverse career paths. She encourages women to break barriers and pursue their dreams in construction, emphasizing that success is achievable with hard work and resilience.

Suni-MIllerSuni Miller, Owner of Timberline Enterprises, was introduced to the trades by her father, who was a landscaper. She worked for him for a while, then took a break from trades and worked in the accounting field.

Suni left accounting and decided to start the family business back up. She got her contractors license in concrete and excavation as she realized her passion started in the ground with structural work.

Suni’s been a contractor since 2017. She recently received her CA pipeline license and is working on her CA concrete license. She’s a mom of an 18 year old son who works for her while he’s preparing to enlist in the military.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios, it’s time for Women in Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC West. Without them, we couldn’t be sharing these important stories. This month on Women in Motion, we are highlighting women in construction. And so excited to be talking to my next guest, Suni Miller with Timberline Enterprises. Welcome.

Suni Miller: Thank you.

Lee Kantor: Well, before we get too far into things, tell us about Timberline. How are you serving folks?

Suni Miller: So, I am a excavation concrete contractor. And I do all things dirt, rocks and structural concrete.

Lee Kantor: So, can you share a little bit about your journey? How did you get here?

Suni Miller: Sure. So, I started in construction in the trades, I would say, with my dad. He was a landscape contractor, and I worked for him, and we do snow removal in the Lake Tahoe area. I don’t know if you’re familiar with that area, but I started out with him doing landscaping and snow removal. And I was into it, but I thought, you know, I think I’m going to take a break from this and try something different. I got into the accounting field for about 15 years. And then, I figured out that living in a cubicle is not for me. I need to be back outside. And so, my dad had retired and shut the company down. I decided to go ahead and start the company back up again, but this time with an emphasis in concrete and excavation. We had done that before as well. We were just heavier on the landscape side. I now do no landscaping, and I just focused on concrete and excavation.

Lee Kantor: So, what led you to that? Was there something you were seeing in the marketplace or what?

Suni Miller: No, not. I think it was more of just what I’m into. I really like it. I love being the first on the job. You’re, kind of, building the base for the cake. As I tell people the dirt work, the structural work is everything that we’re doing, so that somebody can have a house building. We’re the first ones in. And when we were still doing landscaping, we’re the last ones out. So, we kind of put the base of the cake, and then we put the icing on the cake. And I think I just really like structural work. I’m fascinated with all things structural and the engineering process of it. And I just really enjoy being in the heavy equipment and shaping dirt and rocks. And I know it sounds probably kind of crazy, but it’s just what I’m into.

Lee Kantor: So, you got a chance to kind of do some of that when you were younger, and then you took the accounting break, and then you realized that that was really what you liked.

Suni Miller: Yeah. Yeah, just the cubicle life wasn’t for me. But I think that everything happens for a reason because being in the accounting industry in between, when I took that break, it built a solid foundation for me. I learned so much about running a business. And I learned how to balance books and to do my own accounting. And I think it gives you a better basis or kind of a structural basis also for the business side of the business. So, there’s nothing that I control in my business that I am not like, I’m not just handing my books over to somebody, I understand it. And when I go to bid, I understand what I’m doing. I worked in programs for government auditing and things like that, and it’s just really helped me out as far as I know both sides of my business really well, and I’m really comfortable running and operating my business.

Lee Kantor: Right. I would imagine, at this point, that’s almost a kind of a competitive advantage.

Suni Miller: I think so. A lot of the contractors, the general contractors and things that I work with, everybody’s got a bookkeeper. Everybody’s got somebody doing that. There’s a third party. But I kind of do my own. I do get help. I have an accountant and things like that. But when my accountant needs to sit down and discuss with me, like, “Okay, this is a plan for next year. This is where you need to be. This is what you need to do,” I get it. And I have a good understanding of where I want to go with this business and how to get there, because I have a little bit of that background.

Lee Kantor: Now, do you have any advice for women out there that maybe are in a job, like an accounting type job, and they are thinking about making the leap into one of these male-dominated businesses like you’re in? Is there any kind of do’s and don’ts or any kind of steps you recommend them taking in order to have the best chance of success?

Suni Miller: Yeah, I would say that be involved. If you’re going to start a business, and you’re in the accounting field now, you should have a good understanding of what it’s going to take. I think that a lot of people think, “Oh, I’m just going to go out and start a business,” and they forget about all of the things that go in the background to run a business. And when you’re in the business of administration and accounting and things like that, you know what it takes to run a business from the back side. And for an example, in our town recently, one of the GCs, local GCs, didn’t realize for an entire year that he was being ripped off for $86,000 worth of services that he was getting overbilled. It took him a year to figure that out. If you’re in the accounting field, you’re watching your books, you’re watching your numbers all the time. And I think that really gives you some strength.

Lee Kantor: Yeah, I think, a lot of times, people, like they’re not familiar with it or they don’t fully understand it, so they’re just kind of nodding their head when someone’s talking about it. But they really don’t understand kind of the nuances of the numbers, and where there’s opportunity, and where we got to pay attention. And if you don’t really understand that, it’s hard to run a successful business.

Suni Miller: Right, because you wouldn’t know. If somebody’s just telling you like, “This is what you need to do, and this is how you need to do it,” you don’t know if they’re telling you right, wrong or indifferent. You’re just going through the motions. And there’s a lot of room for error in it. And when you’re a small business or just starting out, there’s no room for error like that because it could take you down really, really fast. It’s helped me in my bidding process. It’s helped me to know when other things, other companies, if I have subs coming under me what their numbers are supposed to look like and if they’re trying to get over on me. I just think it’s been really beneficial to be both hands on, on the ground doing the work, but also to have knowledge on the background of my business as well.

Lee Kantor: Now, when you took the leap back in, and then kind of leaned into the dirt side of the business, as you say, did you get any kind of successes pretty quickly or was it a struggle? Like, how was that initial growth when you decided to kind of change, you know, take on this new chapter?

Suni Miller: So, I don’t know how candid I could be on this podcast. It was a struggle. And I think being kind of the odd man out or the odd woman out in the construction field, I think I might be the only licensed concrete contractor who actually works out in the field in northern Nevada. So, I am definitely one of a few, if not the only in the concrete side. And the struggle for me, a lot of times in the beginning, well, even still now, I’ll go on big walks or job walks or meet clients, and they automatically assume I’m the bookkeeper, I’m the secretary, I’m the administrative assistant. What role do you play? Oh, is the contractor going to show up? Are you taking notes for the contractor? No, I am the contractor. And that’s been a really interesting process in itself. Just to not be taken seriously in the beginning.

Now, I have a name around here. People know who I am. And I’m doing a lot more work with government agencies and things like that, and they’ve been fully supportive. But, yeah, I still get that a lot. They just don’t take you seriously until they see you out there doing the work. Or you get referred by somebody else working with GCs. That’s been really, really interesting as well. I’ll go to meet a GC about a job, and they’re looking around for the guy to show up. And here I am, five foot two, obviously female, and I work with the GC a lot right now who was really cool about it. I stepped out of my truck, and he says, “Well, this is different.” And I said, “Because I’m a female?” And he said, “Yeah. And all of my years, I have never met another female contractor.” And he comes from Southern California, where it’s hot and heavy down there. And he said, “Well, this is actually pretty rad. I’m excited to work with you.” And we’ve been working together ever since.

So, there’s those types of struggles. Some of the old chauvinist things have come up where I have been offered some interesting things in exchange for contracts. And for me, that fuels my fire. It makes me go, “Oh, yeah. Watch this.” And my first contract that I had, it was a USDA NRCS contract where USDA, they contract with a landowner. So, we do some agriculture work out here. It’s a big agriculture community. And the husband in this situation just flat out said he didn’t think I was capable because I was a woman. And there were some issues between himself and the wife. He ended up making some advances towards me in exchange for the contract. Long story short, they’re divorced, I got the contract, I finished the contract, and I’ve done 27 contracts since then for the USDA NRCS.

So, there’s struggles for sure. But for me, to accomplish that, to get through it, not let it bother me, make it a challenge, successfully finish the project, and to be where I am now I would say was worth the struggle. The success is worth the struggle on that.

Lee Kantor: Right. There’s a book I read a while ago that’s called The Obstacle Is the Way. So, the obstacles are there not to kind of derail you, but they’re just part of the journey. And I’m sorry you had to go through what you went through. But in any great achievement, I think, you have to deal with things that aren’t fun, and they’re difficult, and they test you, I mean. And you’ve come out on top. It sounds like you really have a lot of momentum, and you really made a big impact in the industry. So, kudos to you.

Suni Miller: Thank you. I think you just have to have tough skin, and you have to know that, like, it takes a certain personality to be a contractor anyway in construction, right, because it consumes your life, and it’s hard to be a contractor. The challenges with people and corporations. And it’s a lot to take on. So, you have to be that strong personality to be able to handle that.

And there are so many women out there that are so capable but might just doubt themselves a little bit. And I think that if you keep that in mind that like, no, this is part of the reality of the business, right? But this is where I’m trying to get, and you let those struggles become your fuel. There’s no losing because nobody’s going to push you out. I mean, you’re just going to keep going, and going, and going. And that’s where I am. And I’ve had personal challenges in the last few years. I was diagnosed with breast cancer. And I just kept working through treatments and all of that, and I’m still upright. And I don’t have breast cancer now, but I still am on treatments. And you just have to keep going but, at the same time, you have to give yourself some grace and not forget to take care of yourself in the process. It’s a lot to be a contractor. It really is, but it’s totally doable.

Lee Kantor: And you’re juggling so many things between your work life, your personal life. It’s really a testament to your strength to be able to persevere this way. I mean, it’s just really an amazing success story.

Suni Miller: Thank you. I really think that it just… I hope that I could put myself out there to show other women that, like, yeah, we’re moms, we’re at home taking care of families, our children sometimes. I have a child. We still do all of those things and run a business on top of it. It’s 100% doable. When I was younger, I tell people all the time, when I was younger, yeah, I saw my dad out working. My dad was a logger when I was little. So, I’ve always been around the trades. But never once did I think, “Oh, I could do that.” And I think that that’s part of I wish there were more-

Lee Kantor: Examples, like, were used-

Suni Miller: Examples of that, yeah. For girls in high school, girls in middle school. You know, nobody ever told me when I was in high school, “Hey, have you ever thought about going into the trades? Have you ever thought about being a contractor? Have you ever?” You know, it was never. Those options were never put out there. It wasn’t until I realized working for my dad, like, “Hey, I can do this.”

Lee Kantor: I can, I’m doing it. It’s.

Suni Miller: Yeah, yeah.

Suni Miller: Not only can I do it, I am actually doing it. So-.

Suni Miller: I am doing it.

Lee Kantor: Right.

Suni Miller: “As a matter of fact, dad, I’m going to take over your business.”

Lee Kantor: Exactly.

Suni Miller: “So, go ahead and go back to retirement.” And I have two brothers. And people… also, it blows people away that I have two brothers and I’m the contractor.

Lee Kantor: And you’re the one who stepped up, yes.

Suni Miller: I’m the one that took after my dad, yeah. And my brother, one of my brothers works for me, and one of my brothers has his own company in California. But, yeah, I wish that it was out there more for younger women to say, like, “You can do this.” I mean, I work with… Now, I’ve kind of got a network of women that I work with, and I’m trying to help inspire other women and mentor them through the process of getting licensed and becoming their own contractors. And you don’t have to be the secretary. You don’t have to be the bookkeeper. Like, if you want to do this, this is the roadmap to get there. I had to figure that part out by myself, but I love sharing that. Not only with women, but I’ve helped other men, young men, get licensed and things like that, and shown them how to get there. And it’s not easy, but it’s not impossible.

Lee Kantor: Right. Well, you’re a testament to that, and you’re an example for all these people. You’re that person now that you wish you had that’s out there in the industry battling and grinding. You’ve excavated that territory. You’re the one who’s doing that.

Suni Miller: Yeah, I mean, I love what I do, and I would be a liar if I said that it’s easy because it’s not easy. But it’s well worth the amount of work that you have to put into it to just be able to say, like, “I can do this.” You know, the old cliche of you could do anything you put your mind to, it’s not a cliche. It’s true. And it almost created a problem for me because once I started getting licenses and things like that, I just got my California pipeline license, and I’m working on my California concrete license. Once I figured out that that’s true, anything that I want to do, I can do it and I am doing it. And I’ve been able to do every single thing that I’ve put my mind to thus far.

So, it created this kind of – because it’s my personality as well – “Oh, I can do this. Oh, I want to go do this. I can do this. I’m going to go get this license, this license, this license. And I was going to go get my demolition license.” And my insurance company was like, “Whoa, hold on, slow down. You’re going to need to make a lot of money to pay for all this insurance becauseyou’re you want to do so many different things.” And so, I’m learning how to rein that in and say, “Okay, well, there’s a guy in my company who would really like to start a demolition company. I can help him through the process, and we can team up together instead of taking it all on myself.” But you really can do anything that you put your mind to. I tell my son that, if I decided I wanted to be a pilot, I’ll go figure out how to be a pilot.

Lee Kantor: Yeah. And that’s the thing is, once you have those wins and successes, it gives you the confidence to just keep pushing harder and going higher.

Suni Miller: Correct, yeah. And you’re just like, “Wow.” There is a big world out there that you think that you have to fit in this box as a female. You have to just do these things. I have to be just a nurse, or I have to be a secretary, or I have to be an administrative assistant. No, you can do anything. You can do anything that anybody else can. There’s a pathway to get there, and there’s usually somebody that will help you get there. And that’s been the inspiration that’s kept me going is, is that, like, “Oh, okay, I want to do this. I’ll figure out how to do this and I’ll do it.”

Lee Kantor: Now, can you share a little bit about why it was important to you to become part of the WBEC-West community? Was that community helpful in getting you to the place you are today?

Suni Miller: So, I’ve only been certified for a year now. So, I’m a new certified, newly certified member. And now, I’m starting to get a lot of DBE solicitations where in my area, a lot of the really large companies are bidding on really big jobs, and they’re requiring that certificate, the woman-owned small business certificate. And so, that just opened an entire new world to me of work. And I have them reaching out to me now saying, “Hey, I have this requirement. Can you bid this job?” almost to the point where I can’t keep up with it because I am keeping my business somewhat small in the concrete excavation industry because the equipment does a lot of the work. You don’t have to have a huge crew. But now, I’m starting. Like that’s my next step for growth would be to take advantage of some of those solicitations that are coming to me and say, “Yeah, here’s my woman-owned business certificate. And I’m going to go ahead and start bidding some of that work.”

And that puts you in a whole nother level of work. I feel really blessed that I was certified through you, guys. And I definitely plan on getting the work with the certifications that I’ve done. And it’s nice. I love seeing the emails come through from y’all. And just knowing that there’s a community of women out there that are doing the same thing and knowing that you have a community of women that you can reach out to that that will have your back, and I’m really excited about that. And I’m starting to see some of the events coming up. And I’m really excited to attend some of them and just find my network of people that aren’t just all males because, right now, it’s all males.

Lee Kantor: Yeah. So-

Suni Miller: So, there’s nothing wrong with that. But, you know, I’d like to find my tribe.

Lee Kantor: Well, they’re definitely a part of WBEC-West. What can we be doing for you? What do you need more of? Do you need more connections? Do you want to know more women in construction just to hang out with and chat? Or do you want more clients? Do you need more workers? How can we help you?

Suni Miller: I think it would be really cool to meet other women in construction to kind of just share your war stories with and just connect with and maybe even collaborate with. You know, kind of all of the above. I’m always looking for new avenues for work. I really want to start doing some mentorship, whether that’s I can get some guidance from WBEC-West on mentoring high school students. I know I talked to one of the high school programs a couple years ago about coming in and doing exactly what we talked about, about saying, “Hey, there’s this opportunity for you all out there that you may not know is there, and you may not have even considered it, but there’s a whole big world out here that us, as women, can also play in the field.” And if there were some mentorships for me to be able to mentor others through WBEC, that would be awesome.

Lee Kantor: So, if somebody wants to learn more and connect with you, what’s the website? What’s the best way to get in touch?

Suni Miller: The best way to get in touch with me is probably the email or my cell phone. My email is smiller@Timberline-ent.com or (775) 720-1622. And I’m open to taking any questions about how to get into the business or whatever anybody might need or however I can help anybody as well. Please call me, email me, text me, and I’d like to be there now.

Lee Kantor: Is the website Timberline-ent.com?

Suni Miller: My website is under construction right now. I’m revamping it because I had the same website for quite a while and now that we’re no longer doing landscaping, I’m having it redone.

Lee Kantor: All right. So, connect through email or call you.

Suni Miller: Yeah, that would be great.

Lee Kantor: Well, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Suni Miller: Oh thank you. I appreciate you guys.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Women in Motion.

 

Tagged With: Timberline Enterprises

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