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 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

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

Should Real Estate be a Part of Your Retirement Strategy?

I love what I do, but I also know that it is important to consider my expected lifestyle and cash flow needs once I am retired (is that even an option).  My husband and I are in agreement that an investment in real estate should be considered/included in our portfolio when building your retirement portfolio, if for no other reason than there are benefits of this type of investment for: long…  Read more

Reliable, Actionable, Data…Important for Your Succession Plan

“It’s summertime and the livin is easy”, but business is not always so.  Now is a great time to reflect on business challenges; in our office, we view them as opportunities to help create a more successful business. Consider what you’d like to achieve in the next year, 3 years, 5 years or narrow your focus to the next few months.  No matter what, best practices suggest including an exit…  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

My Business is Doing Well, Why Should I Evaluate My Business Plan?

“It’s summertime and the livin is easy”, but business is not always so. Even though your business may be doing well,  now is a good time to evaluate your business processes and reflect on your recent business challenges.  In our office we view challenges as opportunities, we evaluate the “pain points” to create a more successful business model. In this video, I compare my garden to a business and the…  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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