Category: Uncategorized

  • Episode 19 | Stay In Your Lane

    Episode 19 | Stay In Your Lane

    In this episode of TopBranch, Ruth Ann Janson and Beth Bender share their firsthand insights on building successful business partnerships, drawing from both their work with clients and their own experience as partners at The Dove Agency. They discuss the importance of finding partners who share your energy and values, embracing trust and healthy disagreement,…

  • Episode 18 | Seasons of Business: A Back-to-School Reset

    Episode 18 | Seasons of Business: A Back-to-School Reset

    In this episode of TopBranch, Ruth Ann Janson and Beth Bender share their firsthand insights on building successful business partnerships, drawing from both their work with clients and their own experience as partners at The Dove Agency. They discuss the importance of finding partners who share your energy and values, embracing trust and healthy disagreement,…

  • Episode 17 | You Don’t Have To Do It All Alone

    Episode 17 | You Don’t Have To Do It All Alone

    In this episode of TopBranch, Ruth Ann Janson and Beth Bender share their firsthand insights on building successful business partnerships, drawing from both their work with clients and their own experience as partners at The Dove Agency. They discuss the importance of finding partners who share your energy and values, embracing trust and healthy disagreement,…

  • Episode 16 | How to Find & Retain Top Talent

    Episode 16 | How to Find & Retain Top Talent

    In this episode of the TopBranch podcast, co-hosts Ruth Ann Janson and Beth Bender interview team members Natalie Forehand and Blair Ryan from The Dove Agency to discuss strategies for finding and retaining talent. The guests share their personal career trajectories within the firm, detailing how they successfully navigated major life milestones by maintaining open…

  • Episode 15 | Undocumented Processes Are the Ones Holding You Back

    Episode 15 | Undocumented Processes Are the Ones Holding You Back

    This episode of TopBranch explores what it’s really like for young professionals entering client-facing roles, from learning how to navigate silence in high-level meetings to building trust with more experienced clients. Kate Janson shares honest insights from her early career in finance, including how she approaches not knowing answers, receiving feedback, and presenting herself professionally.…

  • Episode 14 | The Early Career Habits That Set You Apart

    Episode 14 | The Early Career Habits That Set You Apart

    This episode of TopBranch explores what it’s really like for young professionals entering client-facing roles, from learning how to navigate silence in high-level meetings to building trust with more experienced clients. Kate Janson shares honest insights from her early career in finance, including how she approaches not knowing answers, receiving feedback, and presenting herself professionally.…

  • Episode 13 | How Streamlined Operations Can Make or Break a Small Business

    Episode 13 | How Streamlined Operations Can Make or Break a Small Business

    How Streamlined Operations Can Make or Break a Small Business Ruth Ann Janson Hi, everybody. I’m Ruth Ann Janson, and this is Beth Bender, and we are back for another episode of TopBranch. Beth Bender We are. Ruth Ann Janson We are talking about today the exciting topic of keeping your business operations streamlined, and…

  • Episode 12 | How Personal Connections Can Change Your Small Business

    Episode 12 | How Personal Connections Can Change Your Small Business

    Special Guest: Michael Bauer, Feizy | Host: Beth Bender, The Dove Agency Beth Bender Today, we are here for TopBranch with Michael Bauer from Feizy. And Michael and I have a very long history, and if you’ve listened to some of our other TopBranch episodes, you know that I have mentioned Michael before. Because, for…

  • IDnest Training Series: Quickbooks Integration

    IDnest Training Series: Quickbooks Integration

    Getting Started: Connecting QuickBooks The first thing you need to ensure is that QuickBooks is enabled in your settings under External Systems. This is straightforward — hit the Connect button, log into QuickBooks when prompted, and you’re set and ready to go. Once connected, go to Tools, where you’ll see all available tools that can…

  • Episode 11 | 5 Financial Tips for Small Business Success This Year

    Episode 11 | 5 Financial Tips for Small Business Success This Year

    Hosted by Ruth Ann Janson and Beth Bender Welcome to 2026! Ruth Ann Janson Hi, everyone. I’m Ruth Ann Janson, and this is Beth Bender with me here today. We are bringing you another episode of TopBranch.    Beth Bender Excited to be back. [laughing] Excited to be back for the new year.   Ruth…