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…Sharing About My Upcoming Conferences

On the road again, this week I am heading to San Jose for an accounting technology conference; in the next few weeks I am also scheduled to travel to Florida and Long Island for specialized industry and tax conferences with my staff members. Recently I have shared “best practices” for attending conferences and networking events, no need to reiterate, but follow these links for a refresher: Tips for getting the…  Read more

Do You Have the Right Tools in Your Tool Box to Create Time?

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 through our technology bundle. Here is the link to watch in case you missed it. I hope it inspires you to take action I wanted to follow along on the same theme of creating time, to give you an excerpt from our…  Read more

Know When to Hire an Expert, I Did, for NYS/NYC Mandated Sexual Harassment Prevention Training

As a New York State and City EMPLOYER, BUSINESS OWNER, EMPLOYEE, and BOARD MEMBER I, like many of you are required under the NYS and NYC mandate to get Mandatory Sexual Harassment Prevention Training and follow specific rules and guidelines. This is a major change in the law that affects every New York employer. “It applies to all employers, both public and private, so long as there are one or…  Read more

Reliable, Actionable, Data…Important for Your Succession Plan

“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

Want Your Life Back…No More Seven-Day-A-Week Business

Small business owners already have a difficult and time-consuming job running their business. If their business is open five days a week, they usually need the weekend to catch up on paperwork, pay bills and manage any tasks they didn’t get to during the week. For those with a seven-day-a-week business, there’s even less time off. They often feel the need to be onsite any time the business is open,…  Read more

My Business is Doing Well, Why Should I Evaluate My Business Plan?

“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

A missed opportunity?

Save money by hiring an expert, know when to ask for help Imagine this … A group of friends were invited to dinner hosted by a famous chef. In greeting one of the guests, a well-known photographer, the chef commented: “I love your photos. You must have a very expensive camera.” The photographer smiled to herself and walked into the dining room. After dinner, the photographer approached the chef and…  Read more

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