Would you like to receive these blog posts as emails right when they are published? Send me an email.

Asking Why

Everyone has goals.  That’s a given and the degree or depth of those goals is relative to the individual.  The soldier on the battlefield wants to survive and to get back to safety.  A six year old child wants to … Read More

Amusing Tax Convictions; March

It hasn’t taken long for the fraudsters and dingbats to jump into new and exciting silliness for 2020.  In fact, as we all know, when it comes to paying taxes, everyone is an expert on “legal.”  Here’s a few folks … Read More

Real Estate Corner…

According to Forbes, today’s mortgage rates — at about 3.75 percent — will stay low in 2020. At the same time, market watchers expect home prices to continue to escalate due to low inventory and high demand. Without more listings … Read More

…And the Tax Scams are in FULL Swing…

Good Morning! For the last few weeks, I’ve been sharing a lot of financial “stuff” based on how so many people find themselves in hot water when it comes to money and spending.  This week, though, as tax season is … Read More

Prospect Nurturing Isn’t As Simple As It Was…

Good Morning, This late in the month, you’ve probably become firmly convinced that I’ve gone crazy.  Why is a CPA giving business lessons?  Where’d they get all these ideas, anyway? Well, a lot of it is simply experience.  I work … Read More

Retirement:What Are You Going To Do?

Vast amounts of ink have been used to discuss retirement savings and helping people understand how much money they’ll need for retirement.  There’s just one problem – most of these miss one vital component of an individual’s retirement – what … Read More

Just How Good do The Jones’ Have It?

Good Morning, Everybody jokes about “keeping up with the Jones’” when it comes to the call of buying things for the sake of buying them – and going into deep debt for the sake of appearance – but why? We’ve … Read More

New Year’s Checklist

2020 is here and I’ll spare you the “20/20” vision jokes, but the new year does offer us a great chance to rethink some old (bad) habits and set new ones in place.  With that in mind, here are a … Read More

Rethinking the Lead Acquisition Process

Good Morning! And the adventure continues!  I’ve been sharing some ideas about how entrepreneurs can streamline their businesses and I hope you’ve gotten a lot of insight so far.  Let’s talk about lead acquisition a little bit.  Most entrepreneurs and … Read More

Traction in Little Victories

Here we are, already a month into 2020 – can you believe it?  By now, some of you have already goofed a little on those resolutions you made, but today, I want to ask you something… How detailed were your … Read More

The Hidden Challenges of Using Your Home

Good Morning- A few weeks ago, I had a conversation with a client who was exploring the various options for using the equity in his home as a way to pay down some other debts. He and his wife had … Read More

Rethinking your Client Fulfillment process?

Hello! Since last week’s post, I can’t tell you how many messages I’ve gotten from readers and clients about why a CPA would want to discuss seemingly “internal” systems related to my clients’ businesses.  Simple – we both want the … Read More

Amusing Tax Convictions

Well, we’ve started off 2020 with the attitude of “New Year, New Us” but for our friends in the Justice Department and the IRS, nothing has really changed.  We’re still seeing PLENTY of dummies trying to beat the system…  From … Read More

Lost in Debt? Here’s one way to regain control…

Good Morning, Now that the tax season is nearly in full swing, especially for individuals who work for other companies and have relatively “simple” W-2 based returns, we’re hearing a lot of things from clients. Things like how their tax … Read More

All You’ve Really Got To Do…

Good Morning, I hope you’re having a fantastic first quarter so far (and have managed to keep your Resolutions this far into the New Year) but I have to ask you:  What are you doing to make your business easier … Read More

Why We Need To Talk NOW.

Good Morning,- Unless you’ve recently immigrated, chances are, you know in the United States, taxes are due to be filed no later than April 15th.  Now, of course there’s a whole lot of places that excuses and extensions can be … Read More

Make 2020 the Year You Took Action!

Good Morning, – I hope the New Year is treating you fantastically!  Obviously, we’re getting close to Tax Season, W-2s will be sent out in the next week and the early filers are already ringing the phones.  Before me and … Read More

Have You Found More Time?

Good Morning- One of the biggest challenges tax professionals and accountants face is assisting our clients in gathering all the information and documents they’ll need to be able to calculate their tax bills.  This time of year, of course, is … Read More

Some Things to Pay Attention To…

Good Morning, – Now that we’re really “into” 2020 and those of us who are digging into our New Year’s Resolutions are seeing progress while other folks may have … “misplaced” them, I wanted to pass along an interesting observation … Read More

If Nobody Knows, Can You Even Do It?

Good Morning – Now that we’re in the second week of 2020, I really wanted to check in to discuss those resolutions you made.  We ALL know that most of us fall back on the old “New Year, New Me” … Read More