Educating Business Owners about Tax Deductions.
Travel TO you clients location – pure gold
Over the last six months I have made it my business to travel to a clients site. I walk around their offices. I spend time with their team. This is pure gold! I know, you may groan at the time and costs involved and yes, it is expensive but the ROI is huge. Build the...
Dont tell other people how to spend their money
Many years ago my mentor Mike Michalowicz taught me never to judge who can and cannot afford our services and certainly never to tell people how to spend their money. I am reminded of this almost weekly as I meet with business prospects who claim to be struggling in...
Let it GO!
Yes you can! Let your EMAIL BOX go. I know it is scary. I know your email is your everything and yes, mistakes can happen but I guarantee you that with the right person managing your email box, you will be liberated. You will have more time to focus on business...
Our connections are often the quickest solutions
When faced with what seems like an insurmountable problem, what do you do? I may be old school because I dont turn to ChatGPT or Google. I turn to my network. I reach out to my connections and I ask for help. My network and my connection are my goldmine of solutions....
Are you collaborating WITH your peers?
I have worked in the tax and accounting industry for twenty five years and I have not found much professional collaboration between firms. Let's work together to change that! We are not competitors, we are colleagues. There is plenty of business for all of us. How...
Chain of Command?
The military is a prime example of a chain of command. Efficiency at its best! The chain of command saves lives. So do you have a chain of command in your business? I work with several businesses where we set up a gorgeous Org Chart and everyone agrees on their roles...
What is your Plan B if you dont have THE DREAM TEAM ?
All the best plans sometimes amount to nothing but frustration. Is this you? Been interviewing for months but you still dont have "the dream team"? Feels like all your colleagues are staffed up and celebrating. Now what? Well, all is not lost. Rather than continuing...
When is your PAYROLL expense just too high?
I have been working with several clients to hire team members at all levels over the last few months. We have been so focused on the right person in the right seat on the proverbial bus BUT yesterday, I had an AHA moment about pricing and payroll and percentages. My...
How do you deal with Customer complaints? Who deals with Customer complaints?
We are in the people business and so inevitably, we will encounter customer complaints. How do you address customer complaints? Who in your office addresses complaints? In most cases that I have witnessed, the person who answers the phone or physically sits at the...
Its OK to say NO thank you
I am always hiring. My clients are always hiring. This is best practices. How? We use direct sources like LinkedIn and Indeed BUT we also use recruiters. Over the last twelve years, I have found some fantastic recruiters and I have also found some unscrupulous...