Tag: accountability

Showing your employees that you appreciate them by investing in their future will pay big dividends. Hopefully you have been using 90 Day Action Plans for you and your firm/medical practice/business.  Now that you are familiar with the process, lets expand to create Professional Development Plans for you and your employees as it relates to your business. It seems that no matter the subject of my presentation, I will usually include…  Read more

A great way to start the new year is to implement a 90 Day Action Plan for your company/medical practice/business; you may what to enhance that strategy by creating your own Professional Development Action Plan and by helping your employees create their Professional Development Action Plan as well. I love and recommend using a 90 Day Action Plan for this project! An Employee Professional Development Plan can follow all the…  Read more

It’s hard to believe but 2019 is over and it’s time to create or update your business plan. If you’re like us you’re are currently working on your 2020 business plan too (writing 2020 might take a bit of getting used to!) We are recommending that our clients  “take stock” at this time of year and think about their business & strategy for the year ahead. If you’re looking to…  Read more

I recorded this video over the summer (right, I am not standing on the beach in this gear in December!) A Plan with Small Actionable Steps Will Help Create the Goals we Have in Mind for Our Business and Ourselves and what better time to put this tip to use than now… This message is just perfect for this time of year.  We are all hoping to start 2020 with…  Read more

I was asked to write an article for Tax Pro Center for the Intuit ProConnect site, you can click through and read it here:  “How to Channel More Positive Energy in Your Tax Firm”. Then watch this video about our firm: Final Thoughts Positive energy resulting from respect, appreciation and support of ideas can bolster most relationships. What works for accounting firms works for other businesses as well.  Watch the…  Read more

There is “No Time Like the Present” For You to Start Planning for an Amazing 2020 Have you thought about what 2020 holds? Now is the perfect time to book your Business  Strategy Session. You’ll get guidance on updating or setting up your Business Plan. It’s hard to believe but the year is almost over! AND…there is “No Time Like the Present” for a Business Strategy Session. We sometimes call…  Read more

It’s year end, and time to reflect on the year gone by and plan for the year ahead. But thinking about your business and how to improve it can be stressful. We wrote about the importance of having a solid Vision Statement to help guide you and your staff to a more successful business, with a better business model, more satisfied customers and more focused staff. Need a little prodding?…  Read more

There are some things in life that go together well and others that definitely do not! Business and personal finances are in that category of items that should not be mixed. Although it may seem like a headache to keep them separate—who wants to manage all those bank accounts?—your life will be greatly simplified once you separate your personal and your business finances, especially your expenses. Paperwork and taxes will…  Read more

The holiday season is once again here, and with it comes time to relax, focus on family and friends and take stock in what is really important in life. What if you are a small business owner who has not worked through your processes to create a business rather than a job?  Every small business owner knows that being away from the office can be just as stressful as being…  Read more

It was great to end my conference travels right here in New York for the 2019 Long Island Tax Professionals Symposium.  I followed my own advice on setting goals for the conferences I attend, but these takeaways and highlights were unexpected! Try to take at least one “in-person” update course per year on the software you use and depend on in your office.  I was thrilled that this year we…  Read more

Positive energy resulting from respect, appreciation and support of ideas can bolster most relationships. What works for accounting firms works for other businesses as well. Click through to read my full article published this week on Tax Pro Center | Intuit ProConnect site:    “How to Channel More Positive Energy in Your Tax Firm”   Looking to create a better work environment but need some help? You may also want to perform…  Read more

It was great to have Elizabeth with me for this conference. We split up for several sessions and have already compared notes. We were even able to spend time while still away to make plans for implementing our joint takeaways: Many businesses today are challenged with recruiting and retaining talented loyal staff.  You can start solving staffing problems by looking at the way management is currently interacting with their team.…  Read more

I’m on the road again enjoying sharing insights from the specialized industry accounting conference I am attending.  Today’s takeaways started even before we reached the registration desk, where I introduced Elizabeth Spradley, our firm’s accounting manager to some of the returning attendees and conference administrators.  They continued as we participated in the day’s workshops and on through the welcome reception. Here are my highlights and takeaways from Day 1 of…  Read more

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

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