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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?...
How to Set and Adjust Your Prices for: A Guide for Service-Based Businesses
Lets talk about rate increases and adjustments September is the month I plan I look at costs and my client packages. Last newsletter we covered how and what to consider in a cost analysis. This time let’s talk using that information to set our next years rates. I’m...
Cost Analysis: A Guide for Service-Based Businesses
I can hardly believe it’s September. September is the month I take to look at two important elements of business: My cost to provide services and what I’m charging my clients. It’s time to compare and make sure that I’m not only covering my costs, but I’m making a...
Staying Connected and Creating an Efficient Team Workflow
Staying Connected and Creating A Team Workflow Managing a team let alone a virtual team has its challenges. I’m an avid reader and yet I still found myself struggling to remember what I’ve gone over with my manager and what I still need to speak to her about. To keep...
The Hiring Struggle: Finding the Right Fit Without Settling
The Hiring Struggle and How To Keep Going I have heard from so many that hiring has become a real challenge. You will hear no different from me. I recently found myself struggling to find the right candidates to fill my bookkeeping positions. Searching for the right...
What I Learned from Investing in a Human Resources Audit
What I Learned From Investing In a Human Resources Audit No doubt about it, I have a growing team. I have had a remote team long before the pandemic and have no plans to change that. I’ve hired for talent, skill and a “can do” attitude. Mike Michalowicz says this in...
10 Essential Steps for Conducting Effective Team Evaluations
As a small business owner, I have designated June as the month to do team evaluations. I know that it is traditional to do it in the team member’s anniversary month, but I was failing to do it on time. When I took a step back, I realized it was because I generally...
The 4 Types of Power of Attorney and Why They Matter
In my last post, I talked about Power of Attorney and the importance of having an updated one. Many of you know that I have served as my brother’s Advance Health Care Directive this year and ultimately had to make the decision to take him off life support. The...