Do you know how to understand your numbers in a meaningful way? Do you understand the terminology? Do you know your break-even point and is there a company budget in place? Every owner should be able to determine the strengths and weaknesses of their finances by reviewing the numbers of their financial statement. Your financial […]
The ABC’s of Reading Your Financial Statements Read More »
5 Factors that Determine Your Tax Position Many different factors determine your tax position or how much tax you owe. Below are the five main factors that determine your tax position. Total earnings or the total income you made for the year; this includes your wages, salary, commission, dividends, capital gains, business income, retirement
5 Factors that Determine Your Tax Position Read More »
Resources From Today: Workshop Handout click here HANDOUT Article: How bad is inflation click here Recession History In Years and Duration click here Warren Buffet Invest in Yourself click here Ray Dalio – Resource Article on who he is click here Recent Interviews regarding Inflation: Ray Dalio on Inflation and the Current Economic
Managing Inflation as a Small Business: Event Resources Read More »
With cyber security being increasingly important, we have listed a few tips to safeguard your financial information and online accounts. Here is a link to our record retention guide: Regularly download any pertinent financial information such as bank statements, credit cards, financial statements of your business, and your tax returns. Make sure after you
Protecting Your Financial Security and Wealth Read More »
With our world being more inter-connected with technology and identify theft becoming more prevalent, monitoring your personal information for potential fraud is vital. Below are resources on why freezing your credit report is so important and steps you can take to protect yourself today. Resources: Why you should put your credit report on ice
Key steps for monitoring your personal credit reports Read More »
Google reviews are essential for prospects looking for background information. Having an abundance of Google reviews give them an overall feel of what you do and how you do it. These reviews are testimonials of the people you do business with. It becomes even more important today because it’s very easy to receive a couple
Strategies for Obtaining Google Reviews Read More »
“It’s how you play the second half” ~ Keith Cunningham. The first half of the year is over. It’s halftime, and you’re in the locker room with your team. What feedback and coaching will you give them for the second half? How is your cash flow, customer base, team spirit, processing system, delivery of what
Goal Setting Tips for the 2nd Half of 2022 Read More »
Recently while talking business with a banker, we discussed three items that could help people looking for help presenting their financial information to the bank. These items can help you organize what you need when seeking approval from the bank’s loan committee: Cash Flow – Your financial statements and tax returns over the last three
Essentials to Bank Financing Read More »
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 Performance Indicators) are essential, what is most important is understanding your “critical drivers,” which are the key numbers that influence the results of sales, profits, or cash flow. Here we
The Critical Drivers on Your Accounting Dashboard Read More »
Did you know there are a little under 90 days left for the rest of the year? That means there are only 3 months left of reaching your goals for 2019 before the new year rolls around. The new year is always exciting and the drive to set and achieve goals is a natural change,
Finish the Year As Strong As You Started Read More »
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