Designed for those who crave the inside scoop on everything from people to policy to profits, each THRIVE episode transforms complex business and HR topics into clear, actionable advice. Whether you’re an entrepreneur, a seasoned business owner, or an aspiring leader, this podcast is your go-to source for cutting through the noise and gaining a competitive advantage.
Episodes
6 days ago
6 days ago
Large businesses are shedding workers, including 14,000 by Amazon. People are pointing at artificial intelligence and automation, but Gene Marks says it’s something different – at this point. He also says there is opportunity for small businesses now. Plus, health insurance is so convoluted that businesses are popping on Reddit to get firsthand accounts and advice from other businesses about what to do. And, if life knocks you down, get a lift from an advertising campaign. Learn how a German company turned the heist at the Louvre into a clever campaign about their machinery. Listen to the podcast.
Additional Resources
Make Paychex an extension of your team: https://bit.ly/meet-paychex
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
Is AI really living up to the hype, or just creating more work? Gene Marks sits down with Louis Gutierrez, director of AI at Constant Contact, for a conversation about AI’s sometimes messy reality and promising future. From “work slop” to data disasters, Louis reveals why adoption is only the first step — and shares what’s coming next. Plus, learn why your team shouldn’t fear AI, why AI governance matters, and how fine-tuning could turn C-student AI into an A-plus performer.
Spending too much time on HR tasks? Discover how the right support can give you hours back in your week at https://bit.ly/meet-paychex
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and welcome
01:50 – Guest introduction: Louis Gutierrez
03:33 – Louis’s journey into AI
05:03 – AI’s role in business
07:16 – Challenges with AI accuracy
11:01 – How data and objectives can impact AI performance
13:48 – Creating your AI governance strategy
16:46 – The future of marketing automation
19:27 – Building customer trust in AI-powered tools
23:08 – Current and future AI capabilities
27:34 – Fine-tuning AI models for better results
29:37 – Will AI replace jobs?
32:24 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Oct 30, 2025
Thursday Oct 30, 2025
Many potential holiday shoppers and business owners who stand to benefit are showing preseason cheer, as they express their desire to buy gifts despite anxiety about the economy and inflation. Gene Marks shares details of the Intuit survey, as well as news about the AICPA pushing the IRS to deliver additional guidance on no tax on tips and overtime to clarify for business owners their responsibilities. He also talks about the Grinch-like behavior of predatory legal firms targeting small businesses with lawsuits over their website accessibility under the Americans with Disabilities Act. Listen to the podcast.
Additional Resources
Make Paychex an extension of your team: https://bit.ly/meet-paychex
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Oct 23, 2025
Thursday Oct 23, 2025
As Congress continues its staring contest over how to open the federal government, impacts of the shutdown are starting to threaten more than just furloughed employees or the individuals being fired. Tax credits that help small businesses and regulations required to know how to stay compliant with laws are thrown into the murky water. Meanwhile, businesses trying to hire for the holiday season have plenty of applicants to pick from but might need to adjust their slow-moving process. Gene Marks also talks about a dip in small business optimism that doesn’t seem to push the needle beneath historic highs. Listen to the podcast to learn more.
Additional resources
Make Paychex an extension of your team: https://bit.ly/meet-paychex
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Oct 16, 2025
Thursday Oct 16, 2025
On this week's episode of the Paychex THRIVE Week in Review, host Gene Marks dives into the ongoing government shutdown and its profound impact on small businesses, strategies to conserve cash during these turbulent times, and Google’s latest initiatives to help small businesses leverage AI in a rapidly digitalizing economy. Plus, a deep dive into how tariffs are challenging yet reshaping industries for the better.
Additional resources
Make Paychex an extension of your team: https://bit.ly/meet-paychex
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Oct 09, 2025
Thursday Oct 09, 2025
The economy has its cheerleaders and detractors, but one thing that is keeping it propped up is the small businesses of America. The Paychex Small Business Employment Watch shows that despite the hourly earnings growth coming in below 3% for 11 straight months, it has stayed consistent at about 2.7%. This is based on real payroll numbers, and with government job numbers not based on that – and missing last week because of the shutdown – it’s important to have reliable job and wage data. Gene Marks shares a new way to measure income data, plus he discusses how data doesn’t reflect AI taking people’s jobs in America as of yet. Listen to the podcast.
Additional Resources
Check out how Paychex helps businesses
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Oct 07, 2025
Tuesday Oct 07, 2025
In this episode of THRIVE, Gene Marks sits down with Jason Rose, Senior Vice President of Digital Sales and Marketing at Paychex, to unpack what really drives marketing success. From his unlikely start as a CPA to leading marketing at publicly traded companies, Jason shares insights on building brands that turn customers into evangelists. Discover why “ruthless consistency” beats flashy campaigns, how AI-powered search is improving lead quality, and the one question Jason asks to measure marketing success (hint: it’s not about metrics). Whether you’re a solo entrepreneur crafting your first Google ad or a seasoned business owner building a marketing department, Jason delivers practical advice you can implement immediately.
Year-end is just around corner! Get your payroll in order with this checklist: https://bit.ly/4nzDFb5
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and introduction
01:57 – Jason’s career journey from CPA to marketer
05:00 – Marketing strategy and data complexity
07:33 – Companies doing marketing right
10:27 – Beyond leads: Building your brand
13:33 – Why everyone is in marketing
15:37 – Scaling your marketing: Messaging and content strategy
19:15 – SEO in the AI era
24:17 – Paid advertising for small businesses
27:35 - Hiring marketing talent
29:55 - Evaluating marketing performance
32:36 - The future of marketing with AI
35:42 - Marketing as a service organization
37:17 - Jason’s dream business
38:03 - Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Oct 02, 2025
Thursday Oct 02, 2025
The economy looks to have taken a turn in the right direction with Gross Domestic Product showing growth in the second quarter, while consumer spending also increased again. Gene Marks says this is a positive step, but he also warns businesses about relying on statistics that keep getting revised. And speaking of reliability, a major bank reported that nearly one-quarter of businesses are in survival mode and the U.S. Chamber of Commerce reports that 76% of businesses surveyed are comfortable with their cash flow. One thing is for sure, the labor market is softening and if businesses are thinking about recruiting, then TikTok videos might be the way to get the good word out. Listen to the podcast.
Additional Resources
Check out how Paychex helps businesses
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Sep 25, 2025
Thursday Sep 25, 2025
A provision in the new tax law offers employees no tax on tips, so Gene Marks level sets what guidance has been provided — proposed job eligibility, the deduction limit, what taxes still must be deducted — and points to other information employers and employees will require. Gene says that employees need to be aware this is a deduction to be taken at tax filing time, that employers should be aware that state tip credit is not impacted, and they should help educate employees on the new W-2 forms that will be required in 2026. Listen to the podcast.
Make Paychex an extension of your team: https://bit.ly/meet-paychex
Learn more about no taxes on tips and overtime: https://bit.ly/no-tax-tips
See what jobs are eligible for no tax on tips: https://bit.ly/no-tax-tips-eligible-jobs
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Sep 23, 2025
Tuesday Sep 23, 2025
Think you know what female employees want? Think again! Wharton economist Dr. Corinne Low joins Gene Marks to shatter conventional wisdom with surprising research from her new book Having It All. Dr. Low shares why today’s mothers spend twice as much time with their children as previous generations and how this shift is reshaping workplace needs in unexpected ways. The biggest surprise? Women don’t actually want flexibility — they crave predictability. From debunking the “lean in” myth to exposing the hidden costs of burnout, this episode delivers data-driven strategies that will transform how you think about supporting your female workforce. Tune in and turn research into your competitive advantage.
Spending too much time on HR tasks? Discover how the right support can give you hours back in your week at https://bit.ly/meet-paychex
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and introduction
03:50 – Dr. Low’s background and research
05:28 – Overview of Dr. Low’s new book
07:31 – Why modern motherhood feels harder
09:09 – Debunking the flexibility myth
12:32 – Predictibility vs. flexibility
14:19 – Gender differences in workplace needs
15:17 – Understanding “The Squeeze” period
22:01 – The childcare cost crisis
25:28 – The lifecycle investment approach
30:40 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Sep 18, 2025
Thursday Sep 18, 2025
The Producer Price Index is declining and the Purchasing Price Index has fallen a third time in 2025, all used to determine inflation, yet Gene Marks says the “Big I” isn’t the huge threat everyone thinks it is. He looks at potential interest cuts as a possible result, which might help businesses. Also, a boon or manufacturing businesses is a new SBA loan program with less red tape and an 85% guarantee by the agency. Safety training programs are getting better funded, which is great news for workers and employers who want to avoid OSHA penalties. And talk about “safety net” but 67% of pet owners would switch jobs if they had to give up remote work and staying with their pets.
Make Paychex an extension of your team: https://bit.ly/meet-paychex
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Sep 11, 2025
Thursday Sep 11, 2025
The Paychex Small Business Employment Watch reports job numbers remain flat, while national hourly earnings stay below 3% growth for a 10th straight month. Gene Marks points to a continued slow down, citing the paltry 22,000 jobs reported by the Bureau of Labor Statistics and a national unemployment rate at 4.3%. However, Gene says this creates opportunity for small businesses to snap up top talent. Also, a survey notes that more than one-quarter of participating employees are seeking financial resources from employers, a perfect time for employers to offer added value. And can entrepreneurship be taught? Gene has some thoughts on to what degree this is possible.
Additional resources
Make Paychex an extension of your team: https://bit.ly/meet-paychex
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Sep 09, 2025
Tuesday Sep 09, 2025
Is your business secretly driving away top talent? This episode of THRIVE will tell you how to find out. Join host Gene Marks as he sits down with Paychex HR experts Alison Stevens and Michael Majors to chat about Employer IQ — a game-changing diagnostic tool that reveals exactly where your HR practices are helping or hurting your business. Discover the most common blind spots, learn exactly when it’s time to hire your first HR person, and find out how this simple assessment can transform your business from a revolving door into a talent magnet.
Ready to find out your Employer IQ? Visit: https://bit.ly/3IedlUq
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and welcome
01:11 – Employer IQ overview
04:34 – Motivation behind Employer IQ
06:25 – How to use the platform
09:42 – Roll-out strategy
12:19 – Usage scenarios and benefits
14:45 – Future vision for platform
17:23 – Employee input and industry verticals
18:55 – How to access Employer IQ
19:58 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Wednesday Sep 03, 2025
Wednesday Sep 03, 2025
Businesses earned a victory for the second time when an appeals court upheld a ruling that the administration’s tariffs are unconstitutional. However, Gene Marks says that regardless of an appeal, the bag of tricks is endless to keep taxing businesses with tariffs. And this is on top of the de minimis exemption expiring, meaning any imported goods of less than $800 will also face tariffs. Employers also face disengaged and disenchanted employees experiencing quiet cracking. Gene suggests employers get cracking to offset the 54% of employees whose productivity has declined.
Additional resources
Make Paychex an extension of your team: https://bit.ly/meet-paychex
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Aug 28, 2025
Thursday Aug 28, 2025
As news of tariffs comes and go, one recent study found that a majority of small businesses have had zero exposure to international supply chains and 45% source more than half of their materials from their city or state. Gene Marks also talks about high levels of optimism among these businesses. More good news: Manufacturing expanded at its fastest pace in August since 2022. Tempering that is a projected 10% hike in healthcare costs that could create challenges for businesses, so Gene offers tips on how to approach this. Plus, a major jump in AI adoption by small businesses.
Webinar: ICE Raids and I-9 Audits: How to protect your business from costly mistakes. (go.paychex.com/i9webinar)
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Aug 26, 2025
Tuesday Aug 26, 2025
Forget waiting until 65 to enjoy life — what if you could “retire” for a month every single year? In this episode of THRIVE, we dive into the concept of mini-retirement with Jillian Johnsrud, author of Retire Often and host of the Retire Often podcast. Think you can't afford it? Think your business would crumble without you? Jillian breaks down exactly how to make mini-retirement work — whether you're an employee dreaming of adventure or a business owner ready to build a company that succeeds without your constant presence. From cross-training benefits to succession planning secrets, this episode reveals why companies are embracing mini-retirements as the ultimate employee perk.
Check out this comprehensive article to learn more about mini-retirements and their benefits: https://bit.ly/41lXWYP
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and welcome
02:31 – Defining mini-retirement
05:05 – Balancing work and leisure during mini-retirement
09:01 – How to communicate your mini-retirement
13:06 – Mini-retirement as an employee benefit
16:19 – Identifying high performers through absence
20:40 – Building and communicating your mini-retirement policy
25:26 – Employer tax benefits of mini-retirement
26:28 – Mini-retirements as succession planning
28:12 – Preparing for mini-retirements and retirement
31:31 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Aug 21, 2025
Thursday Aug 21, 2025
The Producer Price Index, which is an indicator for the rate of inflation, rose to a point that is significantly higher than it has been recently. This means consumers could be seeing higher costs come their way. However, Gene Marks points out that consumers don’t seem deterred. They are spending, and the retail sales uptick bears that out. Small businesses also don’t appear worried, as the latest Small Business Optimism Index jumped 14 points while 65% of those surveyed rated their business health as excellent or good.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Aug 14, 2025
Thursday Aug 14, 2025
Small businesses are benefitting from the resiliency and a rise in consumer spending, but how much is really the impact of higher prices? Gene Marks shares the latest data in this episode. He also looks at the top 3 reasons why employers are getting sued by employees, and two of them never seem to change. Big-time corporations such as AT&T and Microsoft have mandated new return-to-office policies. Gene leans toward flexibility as the key to making it work. A recent survey found that nearly three-quarters of employees aren’t hunting for jobs, but what that will mean for talent acquisition.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Aug 12, 2025
Tuesday Aug 12, 2025
Confused about how the 2025 Tax Bill impacts your business? This episode of THRIVE dives headfirst into real questions from real business owners, breaking down what you need to know about this headline-making legislation. Gene is joined by tax expert Barbara Weltman, founder of Big Ideas for Small Business and author of J.K. Lasser's Small Business Taxes. Together, they tackle the most pressing topics raised during their recent webinar. From changes in bonus depreciation to navigating family leave credits, education assistance plans, and state and local tax (SALT) deductions, Gene and Barbara make the complex simple with advice you can use right away. And don’t worry — you won’t need an accounting degree to follow along. Tune in now and take the stress out of all these changes.
Watch the 2025 Tax Bill webinar, download an FAQ resource, AND enter a contest to win a copy of Barbara's book, J.K. Lasser's Small Business Taxes, here: https://go.paychex.com/taxbill
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and welcome
02:22 – Overview of the 2025 Tax Bill webinar
03:01 – Advanced manufacturing investment credit
04:26 – Bonus depreciation
07:25 – No taxes on tips and overtime
10:51 – State and local tax (SALT) Changes
14:47 – Employee education benefits
18:22 – Family leave credit
21:54 – S corporation provisions
23:34 – Changes in meal deductions
25:39 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Aug 07, 2025
Thursday Aug 07, 2025
This week, Gene Marks breaks down an economic outlook full of uncertainty. From strong GDP growth battling rising inflation to unexpected job market revisions and the growing impact of tariffs, there’s plenty for small businesses to consider. On the brighter side, learn how OSHA’s new penalty reductions are bringing relief to employers with safe practices. With cautious optimism for more stable times, Gene offers the insights you need to help your business stay resilient. Listen to the episode.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Aug 05, 2025
Tuesday Aug 05, 2025
Gene Marks sits down with Senior Benefits Manager at Paychex, Tami Tillery, to answer the top questions from a recent webinar on the evolving landscape of employee benefits. They discuss how businesses, particularly in rural and underserved areas, can creatively manage healthcare costs while providing robust employee benefits. A major focus is on leveraging technology and innovative solutions such as telehealth, mobile health units, and AI to enhance employee well-being in a cost-effective manner. Whether you're a small business or a large enterprise, understanding how to effectively manage benefits and costs is crucial.
Watch the on-demand webinar, Sustainable Benefit Strategies for Every Business Stage, at: https://bit.ly/4mt98uO
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00: Episode preview
00:41: Overview of the "Sustainable Benefit Strategies" webinar
01:28: Rising healthcare costs insights
02:27: Strategies for rural employers
05:19: Healthcare costs and age groups
07:10: How to pick insurance plan designs from different carriers
10:21: Feasibility and advice for small businesses to offer group insurance
14:33: Getting the right benefits support
20:25: Strategies for rural employers balancing costs and quality
23:50: Predictions on future benefits trends
30:17: Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jul 31, 2025
Thursday Jul 31, 2025
In this week's episode of the Paychex THRIVE Week in Review, host Gene Marks provides an analysis of current trends impacting small businesses. Highlighting data from the Paychex Small Business Employment Watch and CNBC's Small Business Confidence Index, he discusses the stable job growth and increased economic optimism among small business owners, despite challenges like tariffs. This episode also touches on a noted decline in business transactions, according to BizBuySell, due to economic uncertainties, illustrating a nuanced landscape for small enterprises navigating 2025.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jul 24, 2025
Thursday Jul 24, 2025
The SBA continues to make changes to revitalize manufacturing in America, and small businesses could be the biggest beneficiary of new programs, loan access, and training. A CEO of an insurance company throws up a warning flag to small businesses about rising healthcare costs and the potential impact on employees. Gene Marks also talks about how voluntary benefits impact talent acquisition and retention, citing that more than two-thirds of employers think they’re important as part of the compensation package. And ethics at the leadership level are influencing employees’ decisions to stay or go. Listen to the episode.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jul 17, 2025
Thursday Jul 17, 2025
Employers are getting wise to their over-employed employees – the ones working multiple jobs on the clock and dime of their main boss. Gene Marks says this type of flexibility might be necessary to keep good employees, and he’s OK with it as long as individuals are finishing their work satisfactorily and on time. Speaking of time, Gene points out a report that shows remote workers clocking 2.65 hours less than in-office workers. Plus, Gen Zers scored poorly in financial literacy, startups reach near-historic highs, and small businesses can take a victory lap after winning a lawsuit that allows for the continuation of auto-renewals on subscriptions and memberships. Listen to the podcast.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Jul 15, 2025
Tuesday Jul 15, 2025
Did you know there are now SIX generations in today’s workforce? From the Silent Generation to Gen Alpha, the workplace is a melting pot of perspectives, challenges, and opportunities. In this episode of THRIVE, Gene sits down with workplace expert Adam "Smiley" Poswolsky to decode the secrets of managing multigenerational teams. Smiley shares his insights on bridging generational gaps, fostering inclusion, and why being a coach (not just a boss) is the key to success. Whether you’re a seasoned leader or a Millennial stepping into management, this episode is packed with practical tips and fresh perspectives on building a thriving workplace.
Find more tips and expert strategies to help you bring out the best in every generation here: https://bit.ly/4lxvVFC
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and welcome
01:18 – Overview of the six generations in the workplace
05:45 – Challenges of hiring young talent
07:08 – Role of managers as coaches
08:14 – Evolving cultures and expectations
09:19 – Providing personal and professional growth opportunities
10:13 – Importance of listening to young workers’ perspectives
11:45 – Shift in finding purpose in life vs. career
15:00 – Polyworking and its implications
18:12 – Adapting to workplace fluidity and new job models
19:45 – Opportunities from federal layoffs
21:25 – Inclusion and the importance of a belonging workplace
22:12 – Practical advice for creating an inclusive work culture
25:33 – Navigating remote work and hybrid models
28:12 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jul 10, 2025
Thursday Jul 10, 2025
With the tax and spending bill now law, there is much the government needs to do to implement the changes that include many tax deduction carryovers made permanent from the Tax Cuts and Jobs Act of 2017. Gene Marks offers his take, noting businesses should prepare to take advantage of changes to bonus depreciation and research and development – both now returned to 100%. Business owners will have a cap increase of $2 that will be tax exempt on their estates. Plus, employers should plan for changes to the taxes on overtime and tips for eligible employees.
Check Out Additional Content
- Article: https://bit.ly/tax-and-spending-bill
- Upcoming Webinar: https://bit.ly/tax-bill-webinar
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Jul 08, 2025
Tuesday Jul 08, 2025
Step onto the floor of the AICPA Engage 2025 conference in Las Vegas with THRIVE! On this special best-of episode, host Gene Marks chats with accounting’s brightest minds, uncovering insights on AI, change management, recruiting, and the future of the profession. From Mark Koziel’s take on why AI won’t replace accountants to Sabrina Parris’ surprising connection between beekeeping and bookkeeping, this episode is your backstage pass to the conversations shaping accounting.
Check out our suite of tools and resources designed to help financial advisors serve clients with confidence: https://bit.ly/4mQhPjR
Have a question for upcoming episodes or a topic you want covered? Let us know: https://bit.ly/3U4NPEA
Topics include:
00:00 – Episode preview and welcome
00:37 – Mark Koziel, president and CEO, AICPA
06:08 – Daniel Hood, editor-in-chief, Accounting Today
09:26 – Nicole Ksiazek, senior director, Sage
13:53 – Roman Kepcyk, director of firm technology strategy, Rightworks
16:17 – Sabrina Parris, president, Honeycomb State Tax Strategies
21:08 – Calvin Harris, CEO, New York State Society of CPAs
24:40 – Jeremy Wortman, owner, HRD Initiatives
29:15 – Sherron Permashwar, principal and CPA, BMP Tax and Accounting Services
32:47 – Wrap up
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jul 03, 2025
Thursday Jul 03, 2025
As consumer confidence backslides in June, surprising analysts whose projections were more positive, businesses should plan for a potential pause in purchasing. Tariffs and inflation fears are hitting Main Street. Gene Marks points to the steady job growth reported in the Paychex Small Business Employment Watch during the first half of 2025 as a plus but wage growth lags behind inflation. A new cyber threat involves employee handbooks, so Gene suggests shoring up training, and for all those leaning heavily into AI to write, the CEO of LinkedIn says it’s not great and could hurt credibility. Listen to the podcast.
Check Out Additional Content
- Article: https://bit.ly/tax-and-spending-bill
- Upcoming Webinar: https://bit.ly/tax-bill-webinar
- Report: https://bit.ly/smb-employment-watch
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jun 26, 2025
Thursday Jun 26, 2025
As the Federal Reserve holds steady on the key bank lending rate, host Gene Marks says businesses might take wind with the hint that the interest rate might be cut two more times in 2025, making funding more accessible. Small businesses might soon have more accessibility to more talent, as big companies are looking at making labor cuts. The local economy might take a hit with job cuts, but it does ease labor pressures for some. Also, a recent survey shows that many older owners are willing to sell their business but do not have a succession plan – 54%, in fact, lack one. Meanwhile, Millennial and Gen Z buyers are out there, so the time might be right.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jun 19, 2025
Thursday Jun 19, 2025
Consumers are less pessimistic about inflation, down from its four-decade high last month. Experts say consumers have settled in after shock of tariffs. In more good news, housing market inventory rises 31.5%, giving other industries and small businesses that rely on vibrant neighborhoods some hope that there is a positive path forward. Gene Marks also shares news about the injuries to first-year employees and stresses the need for more safety training. Listen to the podcast.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Jun 17, 2025
Tuesday Jun 17, 2025
What does it take to build a global real estate empire while staying true to your values? Mauricio Umansky, TV personality and CEO of The Agency, joins us with 29 years of industry expertise and some serious insights into the world of ultra-luxury real estate. From starting out in fashion to leading a global team of 3,000 agents, Mauricio discusses what makes a great salesperson, how to nurture talent, and why "no jerks" is rule number one. Whether you’re a business owner, a real estate enthusiast, or just curious about the mindset that drives success, this episode is packed with tips, strategies, and Mauricio’s unique perspectives on motivation, leadership, and the future of real estate.
Looking for a way to motivate your employees and build loyalty? Try upskilling: https://bit.ly/3G6CwHs
Have a question for upcoming episodes or a topic you want covered? Let us know: https://bit.ly/3U4NPEA
Topics include:
00:00 – Episode preview and welcome
01:19 – Mauricio's journey into real estate
03:03 – Building and growing The Agency
04:14 – Strategies for sales success
07:22 – The art of selling luxury real estate
08:30 – Managing sales teams and company culture
11:09 – Sticking to core values
13:17 – Recruiting the right talent
17:48 – Bringing family into the business
21:02 – Managing multi-generational teams
23:21 – The role of technology in real estate
26:12 – Real estate industry outlook
30:41 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jun 12, 2025
Thursday Jun 12, 2025
A handful of reports on small businesses shows an optimism toward expansion and AI tools, but that sentiment is guarded by flat job growth, declining hourly wage growth, and 82% of those surveyed planning on securing a line of credit. One positive from the tax and spending bill is proposed changes to HSAs that expand coverage, which could help participation and recruitment. And it’s DOGE 1, SCORE 0: The federal agency cuts funding to small business support program. Listen to the podcast.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Jun 05, 2025
Thursday Jun 05, 2025
The U.S. Senate might have a battle to get all president’s requests in tax and spending cut bill as opposition forms in the GOP over the massive deficit it will create. Gene Marks agrees that there will be a price to pay. There’s also a movement to eliminate requiring some degrees for jobs, with 84% who have done so acknowledging positive results. The SBA launches portal to connect manufacturers and suppliers with businesses seeking U.S. products.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Jun 03, 2025
Tuesday Jun 03, 2025
Searching for fresh ways to grow your accounting practice or wondering how your CPA could better support your business? Don’t miss Gene’s conversation with one of his accounting idols, Joe Woodard. They explore how Client Advisory Services (CAS) can help accountants level up, boost their profits, and serve their clients in more meaningful ways. You’ll get practical tips for pricing your services, creating service packages that make clients happier (and more loyal), and using technology to turn the old controllership model on its head. Whether you’re an accountant ready to break free from the tax treadmill, a business owner who wants more out of your CPA, this episode is for you.
Check out our suite of tools and resources designed to help financial advisors serve clients with confidence: https://bit.ly/4mQhPjR
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and welcome
01:33 – Joe Woodard’s background
03:17 – Evolution of client advisory services in accounting
04:54 – Breaking the “treadmill feeling”
06:30 – Pricing problems and how to fix them
10:18 – Building client trust with inclusive service packages
14:15 – Adopting CAS: Smaller firms vs. larger partnerships
15:17 – What CAS really means in practice
18:26 – The role of AI in the future of accounting
22:18 – The power of trust & why human relationships still matter
24:10 – CAS & business journey protection
27:14 – Scalable solutions for CAS
28:37 - Becoming the trusted single point of contact
29:28 – Info about the Scaling New Heights Conference
31:36 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday May 29, 2025
Thursday May 29, 2025
The U.S. House of Representatives passed the tax and spending bill by one vote, but small businesses could gain a few positives if some of the provisions survive the Senate debate and reconciliation should it pass that chamber of Congress. Gene Marks highlights the proposed changes to bonus depreciation, the pass-through tax deduction, and revisions to research and development costs as potential wins for small businesses, and he says he thinks these provisions will remain. Listen to the podcast.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday May 22, 2025
Thursday May 22, 2025
This episode was recorded prior to the House passing the Big Beautiful Tax Bill on May 22, 2025.
Gene Marks shares insights on the Big Beautiful Tax Bill and on the importance of keeping the tax credits for small businesses. That might lift their spirits but, according to the Small Business Optimism Index, not much else is rosy. Sales volumes are down, plans for capital outlay are down, and that has optimism down for a fourth month. Gene also talks about the buy-now pay-later service Klarna doing a 180-degree turn, choosing human hires over AI after going all in on AI three years ago.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday May 20, 2025
Tuesday May 20, 2025
This week’s guest, employment law expert Ben Ebbink of Fisher Phillips, tackles your biggest questions about President Trump’s first 100 days head-on. Wondering if your DEI policies are still compliant? Not sure how executive orders will affect hiring and workplace rules? Curious how state laws come into play? Ben breaks down the red flags, offers practical compliance tips, and clarifies what’s actually changed for employers in light of Trump’s recent actions. Tune in to unravel exactly how executive orders, DEI policies, and shifting regulations could impact your workplace.
Join Ben and Gene for a more in-depth review of Trump’s first 100 days in this on-demand webinar: https://bit.ly/3FEWlVU
Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics
Topics include:
00:00 – Episode preview and welcome
01:51 – Webinar overview
03:01 – Is it time to revert your DEI policies?
05:49 – Managing risk in DEI programs
07:37 – DEI red flags that may attract scrutiny
11:10 – Demographic grant and scholarship programs
12:17 – Should you still call yourself an equal opportunity employer?
13:05 – EEO-1 reporting requirements and what changed
14:49 – Set-asides for women or minority-Owned businesses
16:57 – Do you need to rewrite your employee handbook?
19:33 – Disparate impact and disparate treatment
24:02 – AI legislation and state actions
28:31 – State vs federal law: Where does authority really lie?
31:36 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday May 15, 2025
Thursday May 15, 2025
The U.S. and China begin the tariff walk-back dance that will last for 90 days, giving businesses time to make alternative plans. Gene Marks says those doing business with China will have to make plans because he doesn’t expect the volatility being created to clear up soon. Additional relief is coming for businesses who use independent contractors, as Gene explains that the USDOL will stop enforcing the 2024 Independent Contractor Rule. Owners can help employees in default with student loans by taking advantage of tax credits in place through 2025, and Gene shares how. Listen to the episode.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday May 08, 2025
Thursday May 08, 2025
The number of federal Executive Orders issued by the president since Jan. 20 has created confusion for some business owners. Host Gene Marks moderated a webinar that produced additional questions from attendees, so he’s using this episode of the podcast to offer clarification as well as his own take around the EOs on DEI. He talks about job postings, preferred gender pronouns on websites and in other company communications, “gender vs. sex”, the exclusion of impact on veterans, how these might affect EEO-1 reporting, and more.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday May 06, 2025
Tuesday May 06, 2025
What do Barstool Sports and Food52 have in common? Visionary leadership, incredible growth, and today’s podcast guest, Erika Ayers Badan. After nearly a decade as the CEO of Barstool Sports, turning it into a cultural juggernaut, Erika has taken the reins at Food52, where she’s bringing her passion for design, food, and empowering women to the forefront. Tune in as Erika talks managing young teams, shaping resilient work cultures, staying ahead of trends (hello, AI), and the lessons she’s carrying from Barstool’s locker-room vibes to Food52’s stylish kitchen counters. If you’re hungry for entrepreneurial insights and brand-building wisdom, this episode is a must-listen.
Burnout is bad for employees and business. Spot the signs, tackle the causes, and create a successful workplace: https://bit.ly/4jSaJJq
Your workforce is your superpower — but only with the right planning. This webinar shows you how to boost productivity, close skills gaps, and hire a team that thrives: https://bit.ly/4iUbJM7
Topics include:
00:00 – Episode preview and welcome
01:47 – Erika’s career journey
04:06 – Pivoting towards women-led workspaces
06:10 – Lessons learned at Barstool
09:07 – Motivating and leading young employees
12:18 – Building company culture
17:34 – Managing diverse teams
18:31 – The importance of feedback
21:32 – Remote work vs. office collaboration
23:16 – Brand-building lessons from Barstool
26:11 – Leveraging digital creators at Food52
27:24 – The role of AI in business growth
29:08 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday May 01, 2025
Thursday May 01, 2025
As the president begins to walk back on some of the tariffs with China, Gene Marks says what will remain after negotiations are still significantly high percentage rates on goods coming in from China, which will still impact many U.S. businesses. He also shares insights from economists looking at interest rates and how a risk of recession and lost jobs caused by tariffs might push the Federal Reserve to nudge the rates down. And for entrepreneurs, the best place for start-ups is Florida, which has five of the top six cities based on certain criteria. Sunny days ahead in the Sunshine State. Listen to the podcast.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Friday Apr 25, 2025
Friday Apr 25, 2025
Tariffs are a major concern for some major industries and confidence is waning, with 40% of contractors worried about slowdowns to profit margins and auto dealers seeing rapid sales declines. Gene Marks says negotiations between nations could resolve much of this, but China remains an issue. He also shares insights to work on culture and employee check-ins as more than half the nation showed up in a study as sufferers of “quiet cracking” – a slow and steady dissatisfaction with the workplace. Gene also agrees with tech analysts that in the fast-paced AI world, businesses should take a slower approach to rolling out the solutions to ensure more understanding and governance. Listen to the podcast.
Article - Tariffs: What Business Should Know to Prepare - https://bit.ly/4cAiT6H
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Apr 22, 2025
Tuesday Apr 22, 2025
Immigration compliance is a hot topic that businesses simply can’t afford to ignore. With increasing scrutiny from government agencies and hefty fines on the line, staying on top of your I-9s has never been more critical. This week on THRIVE, Gene sits down with John Fay, immigration attorney and director of Product Strategy at Equifax Workforce Solutions, to cut through the noise and break down exactly what business owners need to know. You’ll learn about common mistakes, the consequences of making them (hint: they’re costly), and practical advice for protecting your business. Don’t miss this timely conversation — it’s essential listening for any employer.
Get an in-depth tutorial on how to prepare for a surprise audit during this on-demand webinar: https://bit.ly/3GeFI3x
[Frequently Updated] Here’s your guide to all things Form I-9: https://bit.ly/3Y98pFp
Topics include:
00:00 – Episode preview and welcome
00:55 – Introduction to John Fay and his expertise
01:17 – Form I-9 overview
05:09 – Employer verification process
06:34 – Document retention and review
08:13 – Challenges in document verification
10:00 – Advice for employers amid increased scrutiny
12:26 – Employee protections and obligations
14:14 – ICE inspections and potential penalties
19:19 – E-Verify overview
23:20 – Future of immigration compliance
26:09 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Apr 17, 2025
Thursday Apr 17, 2025
As the on-again, off-again, and then partial pause on tariffs dominate the news, Gene Marks level sets which ones are in effect and what businesses need to know moving forward. Also, as corporate bankruptcies hit their highest number since 2010, Gene points to a specific industry – trucking and logistics – and the ensuing layoffs that could tell us more about the economy than other data. And the Spotify CEO’s announcement on AI and hiring is a misstep, according to Gene.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Apr 10, 2025
Thursday Apr 10, 2025
U.S. Labor Department data shows job starts exceeding expectation in March, while the Paychex Small Business Employment Watch indicates job levels are consistent with previous months. Does this indicate a better outlook? Gene Marks talks about it in this episode, but also says the economy might be influenced by the 14% of employers who are decreasing salary offers and another 20% are scaling back on raises. Businesses with loans from the SBA also must contend with changes in programs that include increased fees for popular 7(a) loans. Listen to the podcast.
Resources:
Paychex Small Business Employment Watch - https://bit.ly/4lG7hTV
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Tuesday Apr 08, 2025
Tuesday Apr 08, 2025
Is complexity holding your team back? On this episode of THRIVE, Gene Marks chats with Lisa Bodell, keynote speaker, author of Why Simple Wins, and CEO of FutureThink, to explore how simplifying business processes can spark innovation and boost engagement. Lisa shares actionable strategies to make your workplace simpler and more productive — from cutting down on unnecessary emails to rethinking meetings and decisions. Plus, discover her powerful “Kill a Stupid Rule” exercise, a proven method that has helped businesses save time, resources, and improve employee satisfaction. Simplicity isn’t just a trendy idea — tune in to hear why it’s the secret to business success.
Looking to simplify HR? Consider the benefits of outsourcing: https://bit.ly/42JG7mr
Learn how AI can help streamline the daunting task of recruiting: https://bit.ly/3FX9tpv
Topics include:
00:00 – Episode preview and welcome
00:55 – Overview of Lisa’s work and clients
02:48 – Addressing email overload
04:27 – The process of simplifying an organization
05:54 – Role of AI in simplification
08:19 – Areas in business prone to complexity
09:06 – Simplification in different business sizes
12:00 – Good friction vs. unnecessary complexity
14:01 – Gene and Lisa talk to-do lists
16:56 – Surprising clients
22:17 – Measuring simplicity’s impact
24:10 – Tips for more effective meetings
24:58 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Apr 03, 2025
Thursday Apr 03, 2025
On this week's episode of the Paychex THRIVE Week in Review, host Gene Marks talks about key news items affecting small businesses. Recent surveys from MetLife, the US Chamber of Commerce, Viking Cloud, and the US Census Bureau, focus on three main topics: a slight decline in the small business index due to softening in business health and cash flow; cybersecurity concerns, notably a report that 40% of cybersecurity teams haven't disclosed breaches, risking compliance and increasing vulnerability; and a looming succession planning crisis as many business owners near retirement age without clear plans for their businesses' futures. Gene emphasizes the high concerns among business owners about inflation, particularly its record-high impact, and the urgent need to address these trends.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Mar 27, 2025
Thursday Mar 27, 2025
The outlook from the Federal Reserve is that everything is on target, so they aren’t budging interest rates. Not great news, according to Gene Marks, for small business trying to secure cheaper funding, but at least they feel the economic outlook is good. Over at the EEOC, executive orders from the new administration have businesses scrambling around DEI activities. Plus, Paychex releases a report on small business sentiment around AI, finding 72% have a good attitude toward its use. And any excuse you are using to get out of work might have been used 3,200 years ago. Listen to podcast for more details.
- AI for Small Businesses: Impact and Sentiment - https://bit.ly/4liZCuz
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Wednesday Mar 26, 2025
Wednesday Mar 26, 2025
How will the latest executive orders affect your business? Tune into this episode of THRIVE, where Gene chats with Sarah Faye Pierce, Head of Government Relations at Paychex. Sarah breaks down what executive orders are, how they influence regulations, and what they could mean for small and mid-sized businesses like yours. From tariffs to DEI, they cover critical updates to help you stay informed and compliant. You’ll also learn practical tips for advocating for your business, connecting with policymakers, and navigating uncertain times with trusted resources.
For more insights on how the new administration’s policies may impact your business, register for our First 100 Days webinar: https://bit.ly/3FEWlVU
Topics include:
00:00 – Episode preview and welcome
01:13 – Sarah explains her role advocating for small businesses
03:21 – What is a federal executive order?
04:40 – Who needs to follow executive orders? Understanding the reach
06:53 – DEI and executive orders: What private businesses need to know
11:43 – Small business implications of tariffs and trade policies
13:42 – Planning ahead for potential tariffs
15:18 – Executive orders impacting immigration and regulation changes
17:47 – Where business owners can turn for guidance on executive orders
19:43 – Advocacy tips for small businesses
21:07 – Wrap up and thank you
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.
Thursday Mar 20, 2025
Thursday Mar 20, 2025
Despite being at historic high levels, small businesses optimism dropped last month and recorded its second-lowest reading for uncertainty in the history of the National Federation of Independent Businesses. Gene Marks says we need to keep an eye on this. He also shares details of how boycotts don’t always impact those being boycotted. Plus, learn how a comedy club is helping comedians get a laugh.
DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.