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The Union Podcast

Heather Loree Fier, Jamie Wolfer

22 episodes

Dec 1, 2020

Matt Remuzzi: Accounting Advice That Doesn’t Suck 

About Matt Remuzzi: Matt Remuzzi owns CapForge, Inc., a San Diego, CA-based Corporation he founded in 2000 and incorporated in 2003. He has a BA and an MBA as well as various bookkeeping certifications.

We currently have over 850 small business clients we help run their businesses better through smart bookkeeping and accounting and general business consulting. Every business owner can grow their business and reduce their stress if they run things the right way!



In this episode, Jamie, Heather, and Matt discuss:

  • Where to start when it comes to your books.
  • The benefits of and when to upgrade your accounting systems. 
  • Common mistakes that happen when inexperienced people are bookkeeping. 
  • The proper use of cash recording with your business account. 



Key Takeaways:

  • Don’t co-mingle your personal funds with your business funds. 
  • Keep it simple to start, utilize Excel Spreadsheets or Google Sheets to keep a list of your business expenses and earnings.
  • Bookkeeping doesn’t have to be scary or expensive to get it done right. 
  • Use your business to pay for all gas, insurance, and car maintenance. It’s easier and you generally get better refund results.



"Have procedures, tracking, and rules when it comes to using cash."

—  Matt Remuzzi



Connect with Matt Remuzzi:

Website: https://capforge.com/union-podcast/  



Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

 

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

 

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/

 

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

Nov 24, 2020

Real Talk: What We Don’t Love About Wedding Planning 

In this episode, Jamie and Heather discuss:

  • The anxiety associated with not being able to maintain inbox zero. 
  • Maintaining social media and utilizing automation to help you.
  • The positive and negative aspects of return customers.
  • The connection you establish with your clients.


Key Takeaways:

  • When you are feeling the pressure that comes with giving the perfect response give them a resource instead of advice.
  • Establishing your boundaries while wanting to please your client but not letting yourself be taken advantage of. 
  • Utilize the benefit of implementing the same process repeatedly with minor adjustments tailored to each client.
  • Don’t get yourself into a rut and use the couple as a plug into a wedding you have repeatedly planned without using their input and ideas.


 

Mentioned: The Social Dilemma on Netflix
 


Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

 

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

 

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/


 

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

Nov 17, 2020

What a Wedding Planner Really Does Pt. 2 

In this episode, Jamie and Heather discuss:

  • Completing tasks that are normally beyond your boundaries. To do or not to do?
  • Set up and tear down. Working out the details with everyone that is helping. 
  • Cautionary tales, tips, and tricks of battling the elements.
  • The things in the job description that you may not think of.


Key Takeaways:

  • Prepare for the “Friendor,” (family friend/vendor). Also book an extra assistant for that day to help with any hand-holding, support, and set-up that person may need.
  • When dealing with rentals pay the extra fee for delivery and set-up it’s worth it!
  • Prepare for dealing with a variety of emotions and situations. Dealing with family drama, being a bouncer, being a counselor, administering first aid, or being a shoulder to cry on. 
  • Make sure you read all of the vendor contracts from your couples so you know all the details and what you have may have inadvertently been signed up to deal with. 




Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

 

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

 

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/


 

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

Nov 10, 2020

Lilian Hung: Lyra Vega Bridal 

About Lilian Hung: Lilian founded Lyra Vega Bridal in 2016, a direct to consumer bridal e-boutique, created to revolutionize how brides shop for their wedding day. She leads and manages a global supply chain to support all aspects of the business, and the company has proudly maintained a 0% return rate in an industry where the average is 50%. Prior to starting her own business, Lilian was an event planner in the Boston area for 8 years. Today, through Lyra Vega Bridal, she is focused on empowering women to make smart choices with their big day, rather than blindly following tradition.



In this episode, Jamie, Heather, and Lilian discuss:

  • Made to measure wedding gowns in around 8-10 weeks.
  • A different way to shop for wedding dresses with a 14-day return policy.
  • Challenging the historical and traditional ideas of a wedding.
  • Changes you would make looking back at your business when it started.


Key Takeaways:

  • Low price availability made possible because there is no overheads cost of a brick-and-mortar location with online convenience.
  • Wedding day looks with simple gowns and detailed accessories show better virtually.
  • Hurdles to owning a small business in the wedding industry is the competition with bigger brands.
  • Take your time with your business building a good foundation slowly.



"Bringing modern options to brides that make more sense for modern women."

—  Lilian Hung


Connect with Lilian Hung:

Website:  https://lyravegabridal.com/   
Instagram: https://www.instagram.com/lyravegabridal/


Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

 

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

 

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/


 

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

 

Nov 3, 2020

What a Wedding Planner Really Does Pt. 1 

In this episode, Jamie and Heather discuss:

  • Marketing: bringing in leads both virtually and physically.
  • Leaning into sales: sales calls virtually, over the phone, or in-person.
  • Accounting aspects of running a business, write-offs, deductions, bookkeeping companies, IRS audits, and when to consult an accountant.  
  • Event timeline and layout development. How to’s + tips and tricks.


Key Takeaways:

  • Websites don’t list vendors in order of skill they list in order of advertising dollars. 
  • Streamline project management while creating and communicating clear boundaries and expectations. 
  • Utilize professional programs to help lighten your workload and amp up your professionalism.
  • Management of an event includes help and support of the vendors, crisis management, couple and guest support, and timeline management.




Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

 

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

 

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/


 

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

Oct 28, 2020

What a Wedding Planner Really Does Pt. 1 

In this episode, Jamie and Heather discuss:

  • Marketing: bringing in leads both virtually and physically.
  • Leaning into sales: sales calls virtually, over the phone, or in-person.
  • Accounting aspects of running a business, write-offs, deductions, bookkeeping companies, IRS audits, and when to consult an accountant.  
  • Event timeline and layout development. How to’s + tips and tricks.


Key Takeaways:

  • Websites don’t list vendors in order of skill they list in order of advertising dollars. 
  • Streamline project management while creating and communicating clear boundaries and expectations. 
  • Utilize professional programs to help lighten your workload and amp up your professionalism.
  • Management of an event includes help and support of the vendors, crisis management, couple and guest support, and timeline management.



Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

 

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

 

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/


 

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

Oct 27, 2020

Christy Mathews & Michelle Martinez: Wedding Planner Chat 

About Christy Mathews & Michelle Martinez: Co-hosts of The Big Wedding Planning Podcast, Christy Mathews and Michelle Martinez are two fun-loving, friends and Certified Wedding Consultants. Michelle is located in the San Francisco Bay Area and has been planning weddings for over 18 years. Christy is located in the Pheonix, AZ area and has been planning weddings over 12 years. Together, they share their deepest, darkest secrets to help couples all over the world plan their weddings. The goal of the podcast is for listeners to learn a lot, laugh even more, and most importantly get the inside scoop on how to make the most of their big day.

Inclusivity is of the utmost importance to Christy & Michelle, so the podcast is for EVERYONE.




In this episode, Jamie, Heather, Christy Mathews, and Michelle Martinez discuss:

  • Smaller guest count weddings and creating a more intimate experience. 
  • Becoming hyper-specific in your business focus.
  • The virtual components and streaming services of a wedding.
  • RSVP changes and modifications that will come from the 2020 season. 



Key Takeaways:

  • Create, collaborate, and connect with a core group of people that you trust. 
  • Take time for business introspection. Does running this business still make me happy? 
  • Focus on what’s important for you as a couple not what’s important for the guest. 
  • An important part of virtual wedding attendance is making sure that the people at home feel as if they are part of your event, not just watching it. 




Connect with Christy Mathews Michelle Martinez :

Twitter: https://twitter.com/TBWPpodcast   
Website: https://www.thebigweddingplanningpodcast.com/   
Podcast: https://www.thebigweddingplanningpodcast.com/
Instagram: https://www.instagram.com/thebigweddingplanningpodcast/ 


Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

 

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

 

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/

 

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

 

Oct 13, 2020

Preparing for the Next Wave 

In this episode, Jamie and Heather discuss:

  • How to be successful in your onboarding process.
  • Putting systems in place to streamline your business process.
  • Setting up and using canned responses to email.
  • Sending welcome packets or handwritten notes.


Key Takeaways:

  • Honeybook generates the forms and questionnaires that you need to run your business.
  • If you are feeling overwhelmed by replying to all of your emails turn your inbox to out of the office with a reply that states when they can expect to hear from you. 
  • Letting your personality come through in your emails. 
  • Collect the information that you will need to look back on later and keep it stored in a central and easily accessible location that you can access from anywhere. 

 

Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

 

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

 

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/

 

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

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