Blog

Are there thoughts running through your head at the end of the day😔, when you are desperately trying to sleep💤, something you have heard from other small business owners, other medical practitioners at conferences? You are not alone, this rings true for many small businesses, even those that may be or appear to be hugely successful.  Running a medical practice (YOU CAN SUBSITIUTE small business, law firm, start-up HERE) may…  Read more

If there’s one shift I’ve watched push businesses forward more than anything else these past few years, it’s this: the move from a reactive mindset to a predictive one…Rrrrrrright not forecasting revenue or planning for taxes…I’m seeing the deeper shift: initiate change as your advisory team shares insights, aligns strategies, and works from data that connects cleanly…Advisory TEAM???? Yes, remember there’s no i in team… That’s when you stop playing…  Read more

I tell clients this often, usually while we talk over coffee ☕💬 or zoom 💻 “strong businesses don’t grow by accident, they grow because you design and maintain them that way”. I believe that’s true for our small business owners, medical practitioners, law firm owners and our visionary start-up entrepreneurs as well. And design matters even more when markets, laws, and conditions keep moving.  If you’ve been in business long…  Read more

As 2025 draws to a close, we have been working through 2025 tax minimization plans, growth plans, exit strategies, and looking towards 2026 and future years as well.  We get so much satisfaction from helping our clients achieve their goals; current, future, imagined as we work with “strategic partners”.  When they follow this model we see success with small business owners, medical practitioners, law firm owners and our visionary start-up…  Read more

As a small business owner, like myself, you may be considering enabling a remote or semi-remote work environment. Our firm has been “spread out” between Upstate NY and Florida for over 20 years. With the availability of great technology solutions, we easily pivoted during the pandemic and never looked back. In March 2020, only one team member was 100% remote. That all changed, and now only Raquel and I regularly…  Read more

Growing a business is like navigating a road trip: you need a clear destination, a solid map, and the determination to keep moving forward—even when detours appear. At our office, we have a favorite saying, “Start with the end in mind.” This principle applies to setting your business up for long-term success. Here’s how you can shift from being overwhelmed to making progress that truly matters: #1 Set Clear Goals…  Read more

I hope this follow-up to last Friday’s blog highlighting the necessity to create a contingency plan and testing it to confirm it will work when you need it may be one of the most important lessons you never have to use.  We did back in October 2012 when Hurricane Sandy hit my home and office in Rockaway Beach Queens, and then again in March of 2020 when the pandemic hit…  Read more

Our firm is working with a medical practice group, a consulting client; who is looking to understand their business performance, identify weaknesses and grow in the right direction.  Based upon need and staff expertise, their practice seems to be doing really well.  Their patient base is growing, their staff is experienced and their patients are happy working with them.  On first glance their medical practice is thriving and as such,…  Read more

The April 15th 2023 tax deadline is in my rearview mirror and it’s definitely time to relax, reflect, party and take a much needed vacation. For me that all started Tuesday, with a long walk at sunrise followed by a nap, soak in my whirlpool tub, leisurely bagel brunch and then another nap.  What, no workout, NO, I needed a break from that too.  I am glad I was able…  Read more

I am excited to be writing and posting this week from my AirBnB in Brickell Florida, with a beautiful view of the bridge to Key Biscane; I am here for a special family friend’s wedding… Rickenbacker Bridge, Miami, FL My daughter Emily is in the weeding party, she and my son-in law Jeff extened their trip and have been down on the West coast for a few days, thank you Jeff…  Read more