Another Great Day at Quickbooks Connect…Sharing my Takeaways

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

More “Takeaways” from the Conference Trail, Day 2 in San Jose

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

On the Road again, Sharing Insights from the San Jose Technology Conference I am Attending

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

On the Road Again – Pre-Conference Takeaways Started While Waiting to Board…

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

On the Road Again…Sharing About My Upcoming Conferences

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 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

It’s Conference Season Yet Again, Have You Created a Plan to Get the Most Out of Your Experience?

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

3 Smart Practices for Business Success

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

3 Ways Fantastic Customer Service Helps Grow Your Business

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

A 90 Day Action Plan Can Help You Reach Your Business Goals

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

For Best Results Incorporate S.M.A.R.T Goals in your 90 Day Action Plan

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

The True Value of Networking…Attend With a Goal in Mind

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

Want Your Life Back…No More Seven-Day-A-Week Business

Small business owners already have a difficult and time-consuming job running their business. If their business is open five days a week, they usually need the weekend to catch up on paperwork, pay bills and manage any tasks they didn’t get to during the week. For those with a seven-day-a-week business, there’s even less time off. They often feel the need to be onsite any time the business is open,…  Read more

A missed opportunity?

Save money by hiring an expert, know when to ask for help Imagine this … A group of friends were invited to dinner hosted by a famous chef. In greeting one of the guests, a well-known photographer, the chef commented: “I love your photos. You must have a very expensive camera.” The photographer smiled to herself and walked into the dining room. After dinner, the photographer approached the chef and…  Read more

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