Good Morning! And the adventure continues! I’ve been sharing some ideas about how entrepreneurs can streamline their businesses and I hope you’ve gotten a lot of insight so far. Let’s talk about lead acquisition a little bit. Most entrepreneurs and … Read More
Business Taxes
Rethinking your Client Fulfillment process?
Hello! Since last week’s post, I can’t tell you how many messages I’ve gotten from readers and clients about why a CPA would want to discuss seemingly “internal” systems related to my clients’ businesses. Simple – we both want the … Read More
All You’ve Really Got To Do…
Good Morning, I hope you’re having a fantastic first quarter so far (and have managed to keep your Resolutions this far into the New Year) but I have to ask you: What are you doing to make your business easier … Read More
Why We Need To Talk NOW.
Good Morning,- Unless you’ve recently immigrated, chances are, you know in the United States, taxes are due to be filed no later than April 15th. Now, of course there’s a whole lot of places that excuses and extensions can be … Read More
Have You Found More Time?
Good Morning- One of the biggest challenges tax professionals and accountants face is assisting our clients in gathering all the information and documents they’ll need to be able to calculate their tax bills. This time of year, of course, is … Read More
If Nobody Knows, Can You Even Do It?
Good Morning – Now that we’re in the second week of 2020, I really wanted to check in to discuss those resolutions you made. We ALL know that most of us fall back on the old “New Year, New Me” … Read More
Is Your Vision 2020?
Good Morning and Happy New Year! Now that the collective holidays are past us and we’re plunging into 2020, I wanted to reach out to not only welcome you to the next decade, I wanted to try to get a … Read More
20/20 is here…
Happy Holidays, First things first, this isn’t one of those sappy “New Year’s Resolutions” emails. I’m saving THAT gold for new month. What this is, though, is a quick note about your own goals. I’d like you to take some … Read More
Getting Clear on When (and How Much!) You Can Contribute
Good Morning, We’re getting SUPER close to the end of the year and, just like every year, we’re getting tone of calls about what accounts can be contributed to after December 31st and which ones will remain open for contributions … Read More
Charitable Contributions – Almost closed out!
Happy Holidays! Like a lot of companies, my team and I plan out our charitable giving annually. We like to pick the organizations we’ll donate to and then, make those contributions throughout the year. Think about things like Breast Cancer … Read More