Do You Have the Right Tools in Your Tool Box to Create Time?

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

The Right Tool with an Accountability Coach Can Help You Reach Your Goals More Easily

Remember your software, like your workout equipment, is just a tool or piece of equipment.  My recommendation, when working towards your goal with your accountant who is a well-trained and knowledgeable accountability coach you will be more successful reaching your maximum profitability.  Compare this to working with your training coach or with a piece of exercise equipment which keeps you on track.  Watch my short video about my after tax…  Read more

Taking Some Personal Time Each Day Enables You to Focus on the “Tough Stuff”

Have you ever pondered over an issue and felt the stress building up only to find that the solution pops into your head while you are in the shower, on a long walk, or sitting in traffic? I was working with a couple on a retirement and relocation plan. During our discovery session, I could practically feel their stress over some very hard decisions they would need to make over…  Read more

Your CPA, a Great Asset as Your Business Advisor

Every business needs to transition at some point; why wait until you are ready to sell to review and update your business practices?  Work on your business now and enjoy a better quality of life, greater satisfaction and more productivity from your employees. I recently presented at a wealth management conference on a panel along with three (3) tax attorneys, our topic was “Selling Your Business.”  As the only CPA…  Read more

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