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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...
Why Every Adult Needs an Updated Power of Attorney
I’ve written my newsletter almost entirely on business matters that are near and dear to me. I’m known for using myself as an example because I believe it makes the information I’m giving more relatable. I’ve been very silent this year allowing my team to produce...
Meals Are Now 100% Deductible
Happy New Years! Whether 2020 was good to you or was less than hoped and expected, the year has passed, and we are on to 2021. May this New Year bring you an abundance of joy, happiness, and prosperity. Changes to the tax code are inevitable in December. For example,...
Essential Records Retention Guide for Small Businesses
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 Financial Statements...
Understanding 1099 Filing Requirements: Tips for Year-End Prep
Business owners can get stressed out in January with all the year-end work that needs to be completed – and oh the deadlines. Processing 1099’s is one of those year-end tasks that can be confusing and frustrating. The key is to start the process early. We like to...
The Dream Manager: Building a Team Driven by Personal and Professional Dreams
I’m feeling a overwhelming message from the Universe this year. I have now read 3 books that deal with dreams and the next book I picked up … yep you guessed it talks about dreams. I am learning that while I was a wife, mom, student and business owner during the last...
The Dream Manager & Employee Retention: Supporting Team Aspirations
I thought I would take a break from Mike Michalowicz books and read one that he recommended in his book Fix This Next. I choose The Dream Manager by Matthew Kelly. It’s a short but powerful book on building a strong organization that people will want to work for. It’s...
Annual Business Goal Setting: Clockwork Program Insights – Part 2
As most of you know, September is a planning month for me. In my last blog post and newsletter I shared my process for planning the financial aspects of my business. This time I’d like to go into the other types of goals I have for my business. Again, I hope this...
Annual Business Goal Setting: Strategies & Reflections – Part 1
It’s that time of year when I start to reflect on what we’ve accomplished this year and how far we are from our goals. I created and set most of our 2020 goals up last fall long before the Covid pandemic. Like most of you, I have had to adjust my goals to fit...
Fix This Next: Building a Legacy with the Fifth Level Principles
Community Continuance – Do you clients defend, support, and help your business? Let’s face it, we have a highly charged society at the moment. Emotions and tensions are high. Let say you have some false things written about your company and it hits Facebook and goes...