We Create Time…to Spend With the People You Love

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

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

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

Take a Successful Tax Minimization or Business Improvement Journey

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

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

Evaluate Your Business Process…Create a Road Map to Your Dream Business

“If it Ain’t Broke Don’t Fix IT” doesn’t make sense in the Business World It might not be broken, but carefully thought out processes can help make your business run more smoothly and profitably. An analogy was playing in my head as I was updating my PowerPoint about the benefits of implementing practice management for a recent accounting conference: Several times during the week one of the staff used the…  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

Are You Overlooking Your Business Growth Assets?

We believe that your CPA firm, those professionals who review your accounting data and evaluate your processes should be tapped as your business coaching and strategic planning partners. When we work with our clients, our goal is to help create a plan that will achieve those goals while utilizing their existing staff. We start our journey with the intent of creating a business road map and write across our whiteboard:…  Read more

Tips for Creating a Winning Medical Team

We start most of our office strategy sessions with “start with the end in mind” scrawled across our whiteboard. We have heard repeatedly from our MD’s that their primary goal is the health and well-being of their patients; they want to deliver great patient care.  I submit that this can best be achieved when the entire office has that goal, understands their role and contributes to the patient experience. We…  Read more

Thinking About The Life Cycle of Your Business

Best practices dictate that you work with your business accountant/advisory accountant to create a plan, operate according to that plan, and make your business the best it can be.  Once you make the commitment, work with your advisor to follow through with key deliverables.  It is hard work, but that hard work is worth it.  When you get ready to sell or merge, you will have a history of a…  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

Teach a Man/Woman to Fish…

I have returned from an amazing 3 day tax and accounting symposium on Long Island sponsored by my professional group. Bad news – there were so many great sessions, it was hard to choose. Good news – most of the sessions were taped, giving me a chance to listen to those I may have missed during some down time in my office. No one believes that their education ends when…  Read more

5 Tax Highlights: Hurricane Harvey, Irma & Maria Victims

It’s been 2 months since Hurricane Harvey, Hurricane Irma and Hurricane Maria hit, changing lives forever.  The Disaster Tax Relief and Airport and Airway extension Act of 2017 signed into law on September 29th offers specific disaster victims alternative methods of reporting eligible Hurricane Harvey, Irma and Maria disaster losses on their 2017 tax returns.  Remember these are temporary and limited to specifically identified areas and victims. Please visit our…  Read more

Tips on Working Virtually whenever life takes you out of the office

I took a road trip with my daughter last month. Over the course of four days, we flew from our home in New York City to Detroit, Michigan and then drove to Norman, Oklahoma. In between snapping photos and sampling burgers along the way, I was able to review my office files, participate in a virtual business conference, and view logo proposals. If I had taken this trip even 10…  Read more

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