The Passing of the SECURE Act, One More Reason to Get Proactive About…

No one really likes talking about their death, which makes updating—or even writing—a will an unpleasant experience. Often, people put off thinking about their will for another day, assuming they have a lot of time to deal with it. Along comes the SECURE Act and we see the importance of proactive planning, not just for your retirement, but for your beneficiaries as well. NEIL D. KATZ, J.D., LL.M., CPA Last…  Read more

New Year, New Leaf, What are Your Business Plans for 2020?

It’s hard to believe but 2019 is over and it’s time to create or update your business plan. If you’re like us you’re are currently working on your 2020 business plan too (writing 2020 might take a bit of getting used to!) We are recommending that our clients  “take stock” at this time of year and think about their business & strategy for the year ahead. If you’re looking to…  Read more

Here’s A Tip to Help You Take Action on Your 2020 Goals…

I recorded this video over the summer (right, I am not standing on the beach in this gear in December!) A Plan with Small Actionable Steps Will Help Create the Goals we Have in Mind for Our Business and Ourselves and what better time to put this tip to use than now… This message is just perfect for this time of year.  We are all hoping to start 2020 with…  Read more

“There’s No Time Like the Present” For 2020 Business Planning

There is “No Time Like the Present” For You to Start Planning for an Amazing 2020 Have you thought about what 2020 holds? Now is the perfect time to book your Business  Strategy Session. You’ll get guidance on updating or setting up your Business Plan. It’s hard to believe but the year is almost over! AND…there is “No Time Like the Present” for a Business Strategy Session. We sometimes call…  Read more

Ready to Retire? Make Sure Your Cash Flow is Sufficient!

Ready to retire? Worried that you can’t afford to?  Your accountant may be able to help shed some light on your situation.  Remember that your tax situation may change drastically after retirement and that change can have a positive effect on your spending dollars! Watch this video to see how understanding your after tax retirement dollars can bring you peace of mind. You CAN afford to retire with after tax…  Read more

Tips for Switching Off During the Holidays, or Any Time You Need To

The holiday season is once again here, and with it comes time to relax, focus on family and friends and take stock in what is really important in life. What if you are a small business owner who has not worked through your processes to create a business rather than a job?  Every small business owner knows that being away from the office can be just as stressful as being…  Read more

It’s a Wrap! My Takeaways from the 2019 Long Island Tax Symposium

It was great to end my conference travels right here in New York for the 2019 Long Island Tax Professionals Symposium.  I followed my own advice on setting goals for the conferences I attend, but these takeaways and highlights were unexpected! Try to take at least one “in-person” update course per year on the software you use and depend on in your office.  I was thrilled that this year we…  Read more

How Channeling More Positive Energy in Your Office is Good for Business

Positive energy resulting from respect, appreciation and support of ideas can bolster most relationships. What works for accounting firms works for other businesses as well. Click through to read my full article published this week on Tax Pro Center | Intuit ProConnect site:    “How to Channel More Positive Energy in Your Tax Firm”   Looking to create a better work environment but need some help? You may also want to perform…  Read more

IT’s A Wrap! Great Takeaways From the Specialized Industry Conference We Just Attended…

It was great to have Elizabeth with me for this conference. We split up for several sessions and have already compared notes. We were even able to spend time while still away to make plans for implementing our joint takeaways: Many businesses today are challenged with recruiting and retaining talented loyal staff.  You can start solving staffing problems by looking at the way management is currently interacting with their team.…  Read more

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

Your Vision Statement Can Guide You to a Successful Business!

I hope you were able to watch the vlog I posted last week. In the video I discuss the importance of a solid vision statement, one that you and your team create together and believe in. Here is the link to watch the video and read the post in case you missed it.  I hope it inspires you to take action. Have you been working to create a successful business/professional…  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

Want a Successful Business? Create a Solid Vision Statement to Guide You.

Do you want to stay on the path to creating the business you want? Once you can clearly identify your short term and long term goals, use your vision statement to keep you and your team on track. Watch our video below to see what we mean. I hope this video inspires you to take action… Then start creating your business plan using this complimentary resource: how to develop an…  Read more

Are You Taking Advantage of Technology to Eliminate Administrative Tasks?

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 with the smart use of technology. My example of an easy win is to implement an automated payroll portal system that eliminates administrative time for the employees and the “boss”.  Implementing just this one administrative task can free up time, eliminate notices…  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

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

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

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