Executive Summaries

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Tax Strategy

Streamlining Year-End Tax Preparation for Business Owners

I recently had a conversation with a business owner friend of mine who was feeling overwhelmed as she faced a looming tax deadline. She had ...
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Sales

Crafting the Right Message for Entrepreneurs, Solopreneurs, and Salespeople

One of the most common topics that comes up in coaching conversations—especially with entrepreneurs, solopreneurs, and salespeople—is how to craft a message that truly resonates. ...
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Executive SummariesSales

Mastering the 30-Second Pitch: Key Strategies for Effective Sales and Marketing Communication

  Many businesses struggle with effectively communicating their marketing message, particularly in crafting a compelling and concise elevator pitch. The importance of a strong pitch ...
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Accounting & Bookkeeping

Maximizing Your Return on Investment With Your Accountant

This article is focused on how to minimize your investment and receive the exact information you need from your accountant via two key strategies: Minimizing ...
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Accounting & Bookkeeping

The Critical Drivers on Your Accounting Dashboard

When running a small business, there are a lot of critical numbers to know that’ll help you make better business decisions. While many KPIs (Key ...
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Accounting & Bookkeeping

Ensuring a Solid Reporting System

In a previous article, we discussed creating a fundamentally sound reporting system. In this article, we’ll expand on that by focusing on having a proper ...
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Accounting & Bookkeeping

Building Your Accounting Team

For your business’ accounting needs, knowing what services you need and how to set up your operational systems is the foundation of receiving accurate and ...
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Accounting & Bookkeeping

Communicating the Numbers to the Owner

Recently in one of our workshops, an internal bookkeeper asked us: “How do I communicate to the owner the importance of these financial numbers? How ...
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Tax Strategy

As a Business Owner, How Do I Pay Myself?

The method by which you get money out of your business depends on the type of entity you are registered as with the IRS. Here, ...
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