The 90 Day Action Plan, a Great Tool for Creating Professional Development Plans for your Employees…

Showing your employees that you appreciate them by investing in their future will pay big dividends. Hopefully you have been using 90 Day Action Plans for you and your firm/medical practice/business.  Now that you are familiar with the process, lets expand to create Professional Development Plans for you and your employees as it relates to your business. It seems that no matter the subject of my presentation, I will usually include…  Read more

Planning the Year Ahead – Use a 90 Day Action Plan for Your Employees’ Professional Development

A great way to start the new year is to implement a 90 Day Action Plan for your company/medical practice/business; you may what to enhance that strategy by creating your own Professional Development Action Plan and by helping your employees create their Professional Development Action Plan as well. I love and recommend using a 90 Day Action Plan for this project! An Employee Professional Development Plan can follow all the…  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

Thanks for Working With Us on Your 2019 Year-End Micro Tax Minimization Plan

It’s been exciting to see how several of our clients were able to save some serious dollars and reduce or eliminate their fourth quarter corporate and individual tax estimates by instituting Year-End Micro Tax Minimization Plans. We will be rolling up our sleeves again in January to start working on full blown plans for the 2020 tax year. Click through to see a blog and video on the process and……  Read more

Wishing You a Happy Holiday Season & a Wonderful New Year!

It’s year end and although it’s been a rough ride with the implementation of the new tax law, the Tax Cuts and Jobs Act, it’s also been a year of growth for me, my family, firm, employees, and many of our clients. Wishing everyone a great time this holiday season and hoping that 2020 will be a time of health, happiness and continued personal and professional growth.  Read more

How to Channel More Positive Energy in Your Office

I was asked to write an article for Tax Pro Center for the Intuit ProConnect site, you can click through and read it here:  “How to Channel More Positive Energy in Your Tax Firm”. Then watch this video about our firm: Final Thoughts 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.  Watch the…  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

It’s Year End, Now is the Time to Take Stock of Your Business…

It’s year end, and time to reflect on the year gone by and plan for the year ahead. But thinking about your business and how to improve it can be stressful. We wrote about the importance of having a solid Vision Statement to help guide you and your staff to a more successful business, with a better business model, more satisfied customers and more focused staff. Need a little prodding?…  Read more

There is Still Time to Minimize Your 2019 Taxes!

We have worked with several of our clients to set up tax minimization plans which have saved them thousands of dollars.  As the year-end approaches, many strategies are no longer a good option, but there is still time to set up your “MICRO Tax Minimization Plan” which will certainly minimize your taxes and possibly eliminate your fourth quarter tax estimate. This video will help you understand the difference between tax…  Read more

Separate Personal and Business Expenses To Yield a Better Tax and Financial Result

There are some things in life that go together well and others that definitely do not! Business and personal finances are in that category of items that should not be mixed. Although it may seem like a headache to keep them separate—who wants to manage all those bank accounts?—your life will be greatly simplified once you separate your personal and your business finances, especially your expenses. Paperwork and taxes will…  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

On the Road again, Sharing Insights from the San Jose Technology Conference I am Attending

I’m on the road again and sharing insights from the San Jose accounting technology conference I am attending. Liquid Breakfast Today’s conference takeaways started at breakfast, I sat down at a random table and the conversation started with “where are you from?” My computer was in my backpack so that “takeaway” was written on a napkin. Here are my highlights and takeaways from today’s conference: Show your clients you care.  It’s…  Read more

On the Road Again – Pre-Conference Takeaways Started While Waiting to Board…

This week I’m in San Jose for an accounting technology conference and then I’ll be on to Florida and Long Island for specialized industry and tax conferences with my staff members. Sometimes it seems that the best part of the conference is the people you meet along the way… In the Delta Lounge before boarding On the airplane (photo credits go to my row-mate Howard) On the trip to the…  Read more

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