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

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

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

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