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

Know When to Hire An Expert, or … Just Say No to Breakfast

Think your taxes went up because of the new tax law, think again. It may be time to hire an expert! Caution! Don’t have breakfast at my house. Those who know us, know that even though the coffee is amazing, our refrigerator is usually bare. Of course if we know you will be visiting we will pick up bagels and cream cheese and you are in luck if we are…  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 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

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

To Capitol Hill and Back Again!

As I walked the monument trail on the last evening during my recent trip to DC, the puddles and sudden downpours did not dampen my sprits or thoughts about the great meetings I had participated in and would continue to have.  As I passed the Washington, Jefferson, FDR and Lincoln monuments, I marveled at the foresight of these great leaders.  Our tax system is voluntary and we do have representation…  Read more

It Takes a Village

I am wearing many hats these days. As the owner of a progressive CPA firm I am responsible to my staff and clients and their financial success. As the president of a chapter of my professional group I am responsible for the vision and leadership of the group and for enabling them to operate successfully while ensuring the wellbeing of the administrative staff and the financial stability of the organization.…  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

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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