Our Blog
Recent Articles
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…...
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...
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...
Evaluating What Works in Your Business During Recession: Key Steps to Thrive
What works and what doesn't for your Business and Clients? Note from Donna… Buenos dias! I’m in beautiful Puerto Vallarta on my lonnng awaited honeymoon. I know… I know.. it’s been four years. We had planned it for May 2020…and we all know what got in the way of us...
Preparing Your Business for Recession: Strategic Steps for Long-Term Stability
Your Business' Future Against Recession Note from Donna… I did not want to face it, but it hit me today. (Note that I write my newsletters early – so it’s actually mid-July.) No matter how much we do not want it to come – a recession is imminent. I’m not a doom and...
Starting Small with Profit First: Implementing the Cash Management System
Note from Donna… Thank you to all those who congratulated me on becoming a Certified Profit First Professional. This cash management system certainly has me thinking about financials and communication to clients in a different way. This system has helped thousands of...
Transform Your Finances with Profit First: A Simple Cash Management System
Note from Donna… I’m back! I hope you enjoyed reading the articles that Larissa Summers wrote while I was getting certified in Profit First. Here’s the big announcement – I have accomplished the goal and I am now a Certified Profit First Professional. What does that...
Hiring Internationally: Benefits, Risks, and How to Stay Compliant
Note from Donna… This is the last in a series that Larissa Summers is writing for me. I hope you enjoyed reading someone else’s style and that the subjects were different than I normally put out. I thought this article was great timing as I just had two clients ask me...
Preparing Your Business for the Next Disaster: Financial and Operational Strategies
Note From Donna… Here’s number 4 in the series from Larissa Summers. I have enjoyed reading the topics she’s chosen to write for us, and I hope you are too. I know that some are still in the throes of financial struggles of the pandemic. It’s never easy to recover...