Educating Business Owners about Tax Deductions.
The answers are in the numbers – or ARE they?
Most recently I have been working with three clients on their people power. We have been reviewing each team members numbers over the last twelve months. These numbers, ratios and graphs will show us each team members productivity and hence "value" to the...
Is now a good time to sell my firm?
I Is now a good time to sell my firm? I get asked this question a lot! My answer is the same for buying or selling a home or getting married or having children or getting a dog (any of lifes big decisions!) - is now a good time for you? There is no "rigfht time" for...
Have you every had a team member steal from you?
Unfortunately over the last week I have heard about 2 former clients who have suffered losses at the hands of dishonest team members. Significant losses. Both successful business owners, same result. Wow. I immediately wanted to blame the economy or remote working but...
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?
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
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?
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?
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
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...