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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...
DIY SEO Tips for Businesses: When to Go It Alone and When to Hire a Professional
In today’s digital landscape, businesses must have a strong online presence to stay visible to potential customers. Search engine optimization (SEO) is a powerful tool to help achieve this. However, the cost of professional SEO services can be prohibitive for small...
Profit First for Non-Profits: Building Sustainable Capital Through Capacity Building
Note from Donna… As our businesses mature and grow, it’s nice to look at the impact we are making on the world. One of my greatest joys in life is helping people achieve their goals in life. You might recall that I’m allowing a newly college graduate to get some...
5 Innovations Transforming the Accounting Industry
Note from Donna… The tax season is just about to end and 90% of our clients have been sent off to their tax professionals. I am deep in my learnings about the Profit First ways. I recently ran into a new college graduate that is looking for some writing experience. I...
Mastering Profit First: Lowering Expenses and Gaining Financial Control for Small Businesses
Note from Donna…. The activity of “doing” Profit First can be a scary thing. Most people can get the 5 basic bank accounts set up. Some can even get the 2 holding accounts at a separate bank. If it was only these few steps that made up this lifestyle, I’d say everyone...
Implementing Profit First: The Four Core Principles for Financial Stability
Note from Donna… Progress is being made on my Profit First Certification adventure. I have created my 5 bank accounts (smaller Plates), started with the allocations and I have a set rhythm for them. I decided to have a bit of a different cycle than the 5th/20th. I’m...
The 4 Core Principles of Profit First: Building Financial Habits for Success
It is well documented that reducing your plate size will reduce the amount of food you eat and help you lose those unwanted pounds. As a way of life, I serve myself on the smallest plates we have in the house and when we are out, I often ask for a to-go container as...
Diving Headfirst into Profit First: Transforming Your Business Finances
Note from Donna…. In 2019 and 2020 I did a series on Mike Michalowicz’s book Profit First At the time it was because many of my clients were reading the book and asking me questions. It was natural to do a series on the book. What I didn’t see coming was that I would...
Stress-Free Tax Season: Simplify Your Year-End with Professional Bookkeeping
I hope this note finds you healthy and safe. Happy New Years and Happy tax season. My team is busy finishing 2021 for our clients. Soon they will be ready to tackle 2022. How about you? Are you putting the finishing touches on your 2021 books? Do you need some help?...
Holiday Wishes from Sooter Consulting: Reflecting on Blessings and Togetherness
Happy Holidays – Merry Christmas! At this time of year, I like to ponder the many blessings that have come to me. Although this has been an extremely difficult year for me and my family, I have come up with some true blessings. Blessing for the team around me....