Educating Business Owners about Tax Deductions.

Under extreme pressure – mistakes happen?

Under extreme pressure – mistakes happen?

Many professionals claim that they work best under extreme pressure and up against a dealine. Hmnn, I have not found this to be the case. In my experience, the higher the pressure and the closer we get to deadlines, the more mistakes happen. What are your experiences?...

Automations casuing client frustrations?

Automations casuing client frustrations?

Have you ever used the self checkout line at the grocery store? It can be an awesome quick experience and or it can be the most frustrating, want to scream moment in your day. When everything scans easily then no problem, you pay and off you go but if something goes...

You will attract more bees with HONEY than Vinegar

You will attract more bees with HONEY than Vinegar

Just yesterday I had to remind a client that she would attract more bees with honey than vinegar. I know its April 2nd and I know the tax deadline is coming but being rude is not likely to get your needs met. You may feel good in the moment, to unleash your own...

Who is showing you the path forward?

Who is showing you the path forward?

I have worked with a one on one coach. I have participated in large group mastermind platforms and I have invested in small group mastermind programs. Each format brings something different to the fore. Each format has its time and place. What do you need now in order...

How much did you KEEP this month?

How much did you KEEP this month?

No, I dont care how much money you MADE this month, I do care about how much money you KEEP this month! This is an ongoing conversation with clients who insist on starting every conversation with how much they have billed or even collected in fees this month. Both...

Processes may Change but Principles dont

Processes may Change but Principles dont

BEFORE you sign up for the software that your colleagues and friends or Instagram recommends, please make sure that you have your internal processes tested and documented. No matter what software you use to implement your processes, the principles should not change....

Shiny Object Syndrome – are you a victim?

I think to some degree we all fall prey to shiny object syndrome at some point in our day. We all want that easy solution, the quick fix. If it were ONLY so simple!?!? My Facebook, LinkedIn and IG feeds are full of stories and reels from software providers and other...

BURNOUT SYNDROME – Ask for help

BURNOUT SYNDROME – Ask for help

Are you feeling stretched right now? Tax season plans not working out as you had hoped? Ask for help! I used to think that asking for help was a sign of weakness but being a working single mom to a baby girl, I got over that mindset quickly. I had to ask for help to...

Rising tides raise all ships!  Join a small group mastermind in 2024

Rising tides raise all ships! Join a small group mastermind in 2024

Many industries have collaborative groups - lawyers, realtors, insurance agencies BUT CPA firms seem to go it alone. Some firm owners hire a coach or consultant to help them in growing and structuring their firm for success but I dont see a lot of MASTERMIND groups....

Finding the COACH to UPLEVEL YOU and your BUSINESS

Finding the COACH to UPLEVEL YOU and your BUSINESS

I never thought that I would be the person to recommend a business or life coach but most recently, I have been working with business owners who are stuck. Stuck and not sure which path to take. Sometimes its a business path and sometimes its a personal path. An...

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