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 season goal – I nailed it!

I don’t know about you, but even when I work towards a goal and understand the benefits I allow the “fun stuff” to get in the way, and why not, we only live once. How great would it be if we could set up a plan, have the right equipment or software, work with someone who understands the challenges and our goals and can help us reach them? I have done this with my business and for my client’s businesses and most recently with my Peloton exercise bike and the results have been great!

Our team continues learning new skills and reviews opportunities for tax saving strategies under the new law, the Tax Cuts & Jobs Act (TCJA) to bring added value to our client meetings, and we’ve been doing this for over 25 years.

If you need help with your accounting, want to create a tax minimization plan, want to discuss your business growth plan or your finances, are concerned about retirement goals or need to be held accountable for your 90 day action plan, contact us for a complimentary discovery session or an appointment to just get started.

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