Tag: business coaching

BLOG UPDATED AFTER THE U.S. DEPARTMENT OF TREASURY ANNOUNCEMENT  ON JUNE 8TH  We are thrilled that Congress, The Senate and President moved so swiftly to pass this law which gives business owners more options for applying for loan forgiveness as they start to reopen and rehire. This video summarizes the key points and pitfalls- RECORDED PRIOR TO THE DEPARTMENT OF TREASURY ANNOUNCEMENT:  click through to the latest announcement  by the…  Read more

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

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

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

In our office, we like to say “we create time”.  We would much rather be out playing than writing checks, entering invoices or adjusting accounting records.  We figured that if we “hated” these tasks, our clients would too. I love the example of how adding an automated payroll portal system eliminated administrative time for the employees and the “boss”.  Implementing just this one administrative task freed up time, eliminated notices…  Read more

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

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

There are specific groups dedicated to networking; you may find networking opportunities via local networking groups, rotary clubs, or at professional conferences you attend.  Opportunities and groups come in all shapes and sizes.  Some groups are highly structured with performance requirements, exclusive membership, and include monthly fees. While others are free form, come as you please and no charge.  With proper planning you will be able to determine which are the…  Read more

“If it Ain’t Broke Don’t Fix IT” doesn’t make sense in the Business World It might not be broken, but carefully thought out processes can help make your business run more smoothly and profitably. An analogy was playing in my head as I was updating my PowerPoint about the benefits of implementing practice management for a recent accounting conference: Several times during the week one of the staff used the…  Read more

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

“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

“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