Build Boldly with Pat Rodgers
'Build Boldly' dives deep into the experiences of entrepreneurs and operators alike with Pat Rodgers, Chief Revenue Officer of RISE Commercial District. Whether you’re just starting out or looking to scale up, this podcast is your go-to resource for real stories and tangible advice to help you move your business forward. Tune in every two weeks to learn from those who’ve been there. If you’re ready to build, build boldly. Subscribe now and let’s get to work.
Build Boldly with Pat Rodgers
Bookkeeping, Taxes & Cash Flow: How to Set Up Financial Systems That Scale with Paul Anthony from Opstart
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If you want to scale your business, your financial systems have to scale with you—or they’ll quietly become the thing that breaks everything.
In this episode of Build Boldly, host Pat Rodgers sits down with Paul Anthony, founder and CEO of Opstart, to break down how entrepreneurs should set up bookkeeping, accounts receivable, accounts payable, banking, payroll, and taxes from day one.
Paul shares why “winging it” with finances leads to lost cash, missed tax credits, valuation issues, and unnecessary stress, and how clean, scalable systems protect your time and your bottom line as you grow.
You’ll learn:
- How to properly separate personal and business finances early
- Why accurate bookkeeping is the foundation for every financial decision
- How to set up AR/AP systems that don’t steal your time
- Which tools actually work (QuickBooks, Gusto, Ramp, Bill.com)
- When to outsource bookkeeping vs. hire a controller or fractional CFO
- How poor financial hygiene can hurt fundraising, acquisitions, and exits
- Why scalable systems matter long before you hit $1M in revenue
Whether you’re just getting started or cleaning up financial chaos, this episode gives you a clear, practical roadmap to build a financial foundation that supports real growth.
Learn more about Paul Anthony and Opstart on LinkedIn:
https://www.linkedin.com/in/paul-anthony-8a256087/
https://www.linkedin.com/company/opstartsb/
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Connect with Pat Rodgers on LinkedIn
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Build Boldly is produced by Palm Tree Pod Co.