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Building a Dream Team: Leadership Lessons from John Maxwell
Never Wish It Were Easier, Wish You Were Better: Share Your Dream With A Team Note from Larissa For Donna… Building our dream business is all about chasing our dreams. But at some point, we will likely hit an upper limit on how many clients we can take on by...
Chasing Your Dreams: Becoming a Self-Leader with John Maxwell’s Insights
Good Leaders Ask Great Questions: Chasing your dreams Note from Larissa for Donna… Hello again, dear readers. As we all know, it’s the beginning of the year, which happens to be the busiest time of year for most bookkeepers. Because of that fact, I convinced Donna to...
One Thing Can Change It All: How I Found Stability in Leadership
Note from Donna… I’m going to be authentic for a moment. I do not always feel like a great leader. January is a busy time of year for my business and this past January was exceptionally hard. I felt as if I had let my team down in big ways. The entire team was...
Nice Profit, but No Money? Understanding the Disconnect
Note from Donna… A question that I get all the time is: “where did all my money go?” Accounting is not always intuitive. We can show a profit but be cash poor. That can be confusing and frustrating. Leaning into the financial reports and understanding them is our way...
SMART Goal Setting for Business Success
Note from Donna… It is a brand-new year. January (which is our busy season) has now come and gone. We survived 1099 season – we have most of our Year End Financials to clients. It’s time to really focus on 2023 and get some things planned out. I’m not a resolutioner…...
Get Ready for Year-End 1099s: Essential Tips for Business Owners
Note from Donna by Larissa… As we approach year end it's crucial to begin working on 1099s, W9s, and any additional financial records that are unique to your business. Time for 1099s Alrighty folks, we are swiftly approaching the end of the year! Everyone! Panic! Go...
Essential Records Retention Guide for Year-End Organization
Note from Donna…Every year I get asked, “What do I need to keep?”. I created the records retention chart to help you with your year-end cleaning. Digital copies are completely acceptable and highly recommended. RECORDS RETENTION CHART PERMANENT RECORDS Annual...
Happy Holidays from Sooter Consulting
Happy Holidays from me and mine to you and yours. This holiday season will be the first in many years that I will take time off and I’m excited for the break. It will be a time of refreshing, rest and lots of time with family and friends. I truly hope that you get to...
Year-End 1099 Compliance Services: Simplify Your 1099 Filing Process
Note from Donna… November is here and that means my team goes into Year End mode. One of the first things we start to work on is 1099s. Yes, we know most business owners despise this part of compliance work. Part of the value our clients get from us is processing...
Reflecting on Gratitude: 30 Things I’m Thankful for This Year
Note from Donna … Each year I take a moment to just breathe and acknowledge all the things that happened in the year. I intentionally convey my gratitude for those in my life. I know it may be hard to believe, but I even give gratitude to those areas of my life that...
Plug the Holes, Balance the Boat, and Accelerate with Clockworking
Note from Donna… My journey in Clockworking the business started in January 2019. We had some momentum, and the team was enjoying the implementation. What happened next really threw me for a loop, my manager and then the rest of the team simply got out of my boat....
Support Your Business’s QBR by Stepping Back and Empowering Your Team
Note from Donna… The thing about Clockworking your business is – you have to get out of your team’s way. True delegation is giving them the project and not taking it back. Giving them what the end result needs to be and then letting the team deliver that result in the...
Clockwork Revised: Align Your Business for Success with the QBR Focus
Note from Donna… Have you bought your copy of the new Clockwork Revised and Expanded yet? Are you listening or reading it and enjoying every morsal of information? If you are, let’s compare notes and if you aren’t then let me give you some information and...
Defining Your ONE Promise with Clockwork: The Path to Business Clarity
We Have to Know the ONE Promise Note from Donna… You all know by now, that I read (consume) everything that Mike Michalowicz writes. He’s been a big influence on how I run my business and what products/services I offer my clients. We both serve the same market, small...
Deliberate Actions for Thriving Through Recession: Strategies for Business Owners
Note from Donna… I’m back from Puerto Vallarta. It was an amazing trip where I really did unplug. I purposely did not get internet in my room so that I would remain true to my decision to unplug. I know many Business Owners that truly struggle to unplug – I encourage...