A Different Tip For Action Takers…

Look, it’s no secret that this economy is challenging entrepreneurs like never before.  Even in the midst of the meltdown in 2008-2009, we didn’t see anything like this.  Today, though, I want to share a simple tip that Is sure … Read More

Staying Stimulated

We’re in the midst of history and seemingly every small business is having the same worries… “How will we survive?” Let me tell you, the most critical thing you can do right now, as a small business owner, ids to … Read More

Choosing the Right Tax Preparer

It might seem silly that I’d send out an email to you about how to choose the right tax preparer, but think about it like this:  My team and I have nothing to hide AND, more importantly, we’d rather work … Read More

COVID-19 Stimulus Scams – Beware!

One of the biggest challenges we’re seeing as a result of the Coronavirus pandemic is one of the oldest – scams.  Just like the age-old IRS scams that creep up every year, the lure of easy money and desperate people … Read More

PPP Fund Now Depleted

The SBA program established by the CARES act PPP Paycheck Protection Plan has exhausted all funds. Banks began accepting PPP loan applications from small businesses and sole proprietorships on April 3rd. On April 10th self employed individuals and freelancers could … Read More

When Will My EIDL and or PPP SBA Loan Money Be In My Account?

There are some options for funding/ grants/ loans for small businesses out there. The SBA has 3 options. You can begin reading here. The 2 main ones you have been hearing about are the EIDL Economic Injury Disaster Loan and … 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

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

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

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

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

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

Is Your Vision 2020?

Good Morning and Happy New Year! Now that the collective holidays are past us and we’re plunging into 2020, I wanted to reach out to not only welcome you to the next decade, I wanted to try to get a … Read More

20/20 is here…

Happy Holidays, First things first, this isn’t one of those sappy “New Year’s Resolutions” emails.  I’m saving THAT gold for new month.  What this is, though, is a quick note about your own goals.  I’d like you to take some … Read More

Getting Clear on When (and How Much!) You Can Contribute

Good Morning, We’re getting SUPER close to the end of the year and, just like every year, we’re getting tone of calls about what accounts can be contributed to after December 31st and which ones will remain open for contributions … Read More

Charitable Contributions – Almost closed out!

Happy Holidays! Like a lot of companies, my team and I plan out our charitable giving annually.  We like to pick the organizations we’ll donate to and then, make those contributions throughout the year.  Think about things like Breast Cancer … Read More

Are You Ready?

Good Morning! Like it or not, the end of 2019 is here. From a tax point of view, if you still haven’t got all your paperwork and “stuff” in order, you’re woefully behind. Now, it might be easy to hide … Read More

Build Your Dream Business by Systemizing

The truth is, examples like our barber above are exceedingly rare.  The “entrepreneur” is really just a Technician, as Michael E. Gerber pointed out in The E-Myth Revisited and the Technician only wants to do the work. Cutting hair. Fixing … Read More

Replace Yourself in Your Business

One of the challenges of replacing yourself in certain roles within your business is that you have to actually understand how to train that job, and that’s something that many people really can’t elucidate.  In fact, one of the key … Read More