Blog

Another year is coming to a close, and as a business owner, it’s a time when you need to reflect on the past year and start putting the pieces in place for a prosperous coming year. How can you do this? Year-end planning. Setting aside time now - well before the final...

Businesses can benefit from a regular financial health checkup. Even if your sales are flowing in and you’re generating more revenue, it doesn’t mean that there aren’t ways to improve your business and better position it for growth. To do that, you need to look at the...

You’ve worked hard. Starting a business is a passion project and a lot of work. If you’re now transitioning to retirement or want to sell your business, it’s a big step you can’t take lightly. And if you’re like 80% - 90% of owners, you have wealth tied up in your...

Over half - 62%! - of workers left positions last year due to toxic work environments. In 2024, employees are seeking a healthy work culture, but what does this mean? It means that integral changes must be implemented in the workplace from the top down. You have an...

If you want to grow your business, you need to know how to use KPIs. Your KPIs - key performance indicators - help you better understand your company’s performance, success, and where you can improve. Goals lead to employee success too! Employees are over 3x more...

Over the next 10 - 15 years, it’s estimated that 12 million small businesses will be sold. Owners may be: Sick Ready to retire Pursuing new business ventures You might not plan to sell your business right now, but you should always try to increase your business value...

You have a business and, hopefully, you’re making money. But what does your business model look like? Do you have to work night and day to make ends meet? What’s your cash flow look like? There’s a lot that you should be doing to start off the year right, but you need...

Time flies. It may seem like you were beginning with your budget and plans for the year only yesterday, but we’re now heading into the year's final quarter. A lot of work needs to be done to reach your goals before the end of the year. And a good way to make sure you...

Demand for interim CFOs was up 103% year-over-year in April 2023, as more owners want to hire these C-suite executives to fill their ranks. When the time comes to hire a CFO, you’ll need to consider if you want to hire an: In-house CFO Outsourced CFO Both positions...

Are your profits stagnating? Are you struggling to grow your bottom line? Are your profits not where you want them to be? If you answered ‘yes’ to any of the above, you’re not alone. Every business has its ups and downs, but taking steps to steer the ship back in the...

It’s that time already: July. Six months have passed since the start of the year, and a lot has happened for your business (whether good or bad - hopefully good). If you followed our advice, you did quite a few things in Q1 to start the year off right. We’re halfway...

Follow these points to strengthen your existing business or improve your odds of success when creating a plan for your new company.

Are you unhappy with your accountant’s services? You’re not alone. Only 61% of small business owners are happy with their accountants.

While your hard work and dedication may be fruitful, you need to begin considering the transition from owner-operator to CEO in 2023.

While you’ll likely have many conversations with your accountant over the years, there are seven in particular that are of great importance.

A possible recession is on the horizon. Learn what to do and how to prepare your business today so that you can come through the recession stronger.

Do you want to grow your business in 2023? Learn how using the Pareto Principle can help you jumpstart your success and even let go of demanding clients.

What are crucial things every business should do in Q1? Read through five steps that we recommend every business follow to start the year.

Budgeting is essential for every business. Learn about three types of budgets that every business needs in 2023.

Understanding your team’s working genius can help you build a more productive and happy team. Learn how to use the Working Genius concept to grow your business.

Are you building a healthy work culture? Learn five elements that can help you create a culture that inspires workers to come into the office.

As 2022 comes to a close, it’s important to talk about year-end tax planning. Now is the ideal time to employ those last-minute strategies that can help you save on taxes. In our recent article, we share a checklist of must-dos for tax planning at the end of the year....

Your mindset is the story you tell yourself about your abilities and talents. Mindsets can be fixed, or they can be growth. What’s the difference between the two? With a fixed mindset, you believe talent, intelligence, and other qualities are unchangeable. If you...

It’s no secret that the workforce is aging. When looking at the age distribution of today’s workforce, over 23% are 55 or older. Many of these individuals enjoy leadership positions in firms, but we’re also seeing many older workers retire. As a result, firms must...

Attracting talent is increasingly challenging in 2022. At the end of December, there were 10.9 million job openings, and 4.3 million people quit their jobs in the final month of the year. Competition to attract top-tier talent is high - especially for CPA firms. COVID...

Tax season is the busiest time of the year for many accounting professionals. It is not uncommon for team members to work 60-plus hour weeks and for partners to work even more. With so many hours spent at the office behind a desk, even the most passionate accounting...

One way to add value to your accounting firm’s services is to help clients with their pricing. Let’s take a closer look at how your firm can help with price changes and why it’s important. Pricing a product or service can be challenging and time-consuming. As costs...

Accountants are not known for their customer service. One of the most common compliants from clients is that their accountant doesn’t call them back. I recently read an article listing the 7 1/2 Reasons Your Accountant Doesn’t Call You Back and found it interesting...

It was the late 1980′s and the telecommunications and publishing industries were facing enormous changes. The internet, as we know it today, was in its infancy. I was fortunate to join a start-up, as CFO, that was developing a digital production platform for the...

In the many years I have either led businesses or consulted with business leaders, there were a handful of common issues that everyone wanted to talk about. One of these is company culture. Culture is often easier to define in terms of symptoms. For...