Blog

I hope you enjoyed my photos and takeaways as much as I enjoyed sharing with you.  Please do send feedback if these tips have resonated with you.  Please share in the comments if and how you have implemented them in your firm/business/practice, I hope you can tell from these photos that I have taken “selfie” taking lessons. Andrea & Ivette You can be an inspiration to your accountability coach when…  Read more

I hope you are enjoying my photos and takeaways, please do send feedback if these tips have resonated with you.  Please share in the comments if and how you have implemented them in your firm/business/practice, but do not judge me by my “selfie” taking ability, I do feel I am getting better. Conference Day 2 takeaways started as soon as I finished my morning workout: Peloton Bike at the Hotel…  Read more

I’m on the road again and sharing insights from the San Jose accounting technology conference I am attending. Liquid Breakfast Today’s conference takeaways started at breakfast, I sat down at a random table and the conversation started with “where are you from?” My computer was in my backpack so that “takeaway” was written on a napkin. Here are my highlights and takeaways from today’s conference: Show your clients you care.  It’s…  Read more

This week I’m in San Jose for an accounting technology conference and then I’ll be on to Florida and Long Island for specialized industry and tax conferences with my staff members. Sometimes it seems that the best part of the conference is the people you meet along the way… In the Delta Lounge before boarding On the airplane (photo credits go to my row-mate Howard) On the trip to the…  Read more

I hope you were able to watch the vlog I posted last week. In the video I discuss the importance of a solid vision statement, one that you and your team create together and believe in. Here is the link to watch the video and read the post in case you missed it.  I hope it inspires you to take action. Have you been working to create a successful business/professional…  Read more

On the road again, this week I am heading to San Jose for an accounting technology conference; in the next few weeks I am also scheduled to travel to Florida and Long Island for specialized industry and tax conferences with my staff members. Recently I have shared “best practices” for attending conferences and networking events, no need to reiterate, but follow these links for a refresher: Tips for getting the…  Read more

Do you want to stay on the path to creating the business you want? Once you can clearly identify your short term and long term goals, use your vision statement to keep you and your team on track. Watch our video below to see what we mean. I hope this video inspires you to take action… Then start creating your business plan using this complimentary resource: how to develop an…  Read more

I hope you were able to watch the vlog I posted last week. In the video I discuss how we “create time” by eliminating or reducing administrative tasks with the smart use of technology. My example of an easy win is to implement an automated payroll portal system that eliminates administrative time for the employees and the “boss”.  Implementing just this one administrative task can free up time, eliminate notices…  Read more

In our office, we like to say “we create time”.  We would much rather be out playing than writing checks, entering invoices or adjusting accounting records.  We figured that if we “hated” these tasks, our clients would too. I love the example of how adding an automated payroll portal system eliminated administrative time for the employees and the “boss”.  Implementing just this one administrative task freed up time, eliminated notices…  Read more

I hope you were able to watch the vlog I posted last week. In the video I discuss how we “create time” by eliminating or reducing administrative tasks through our technology bundle. Here is the link to watch in case you missed it. I hope it inspires you to take action I wanted to follow along on the same theme of creating time, to give you an excerpt from our…  Read more

In our office, we like to say “we create time”. How do we do that? By using cloud-based software to eliminate administrative tasks. We’ve set up systems for our clients to save them (and their bookkeepers) hours and sometimes days, basically tons of time they’d usually spend writing checks or manually entering things like bills, credit card statements, payroll detail, projections, etc. We put together several software applications that we…  Read more

I was excited to contribute to the article “Short and Sweet Networking Tips for Your Tax Practice.”  which went live last week;  the URL is   https://taxprocenter.proconnect.intuit.com/practice-management/short-and-sweet-networking-tips-for-your-tax-practice/. I  love collaborating with other tax professionals about issues in our practices and our industry; again one of the advantages of attending industry specific conference. Here is my full submission which included several other important points that I feel work well for any industry: In…  Read more

If you’re like most small business owners, there are never enough hours in the day to complete every task on your list. Often you’re faced with prioritizing what you need to do right now – deal with a customer, meet a deadline, attend an event – and the things you know you should do for the ongoing growth of your business. Scheduling time to attend to these business activities on…  Read more

Small business owners know that to encourage and maintain a loyal customer base, they must stand out from their competitors. Offering outstanding customer service should be the cornerstone of any business and one of the best ways to create and maintain your customer base. How you and your staff treat your customers/patients/clients reflects on your entire business. Unfortunately, many small business owners focus a lot of attention on their products…  Read more

Want Your Goals to Become Reality? Work With Your Accountant to Create & Implement Your 90 Day Action Plan.  A solid business plan encompasses short and long term goals: 1 year, 3 year, 5 year plus an exit strategy.  Staying on track and accountable can often seem overwhelming. In our office we find that the 90 Day Action Plans we set up with our clients are a great tool…  Read more

As a small business owner, you’re likely always looking for ways to achieve more. Maybe you created a 90 Day Action Plan at the beginning of the month or quarter and are feeling the pressure. Have you “taken action” yet?  You might have resolved to make more money, find more clients, or grow your business. It’s fantastic to have an idea of what you want to do, but… How will…  Read more

Think your taxes went up because of the new tax law, think again. It may be time to hire an expert! Caution! Don’t have breakfast at my house. Those who know us, know that even though the coffee is amazing, our refrigerator is usually bare. Of course if we know you will be visiting we will pick up bagels and cream cheese and you are in luck if we are…  Read more

It’s called DISCOVERY because that’s when we get to ask the questions…. WHO – are we focusing on your personal or business goals or challenges or all of the above WHAT – are those goals or challenges, let’s not focus on a solution “I need to set up a retirement plan”. Let’s focus on the goal “I would like to be able to retire in XX years and be able…  Read more

Do you feel like you are paying too much tax? Yes I know that almost everyone feels that way, but what if you are, and can do something about it… Right now our office is working on several tax plans that utilize: • capital gains planning • entity selection • income shifting • tax deferrals • charitable giving strategies • accountable plans • & more These proactive plans are saving…  Read more

There are specific groups dedicated to networking; you may find networking opportunities via local networking groups, rotary clubs, or at professional conferences you attend.  Opportunities and groups come in all shapes and sizes.  Some groups are highly structured with performance requirements, exclusive membership, and include monthly fees. While others are free form, come as you please and no charge.  With proper planning you will be able to determine which are the…  Read more