Executive Summaries

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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job selection Team & Hiring

Job Selection & Benchmarking For Success

A Selection Roadmap: Job Selection and Benchmarking for Success DISC and Motivators are powerful behavioral model tools to understand yourself and others. They give insight ...
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Team & Hiring

Are they an analyzer or promoter? The IC, CI Me-Me Conflict Graph 

That is the exact question I got from a client recently when this result came through on one of their newer team member DISC results.   To start ...
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Team & Hiring

The Most Painful Part of the Hiring Process 

The most painful part of the hiring process is going through all the steps and all the candidates.  Today I helped a client hire a ...
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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

The Accounting Steps Every Owner Must Own 

Summary Points:  Bookkeeping & Accounting Oversight  Know your chart of accounts (your financial skeleton)  Review coding of transactions monthly  Check the bank reconciliation each month  Review your financial statements monthly  Stay in touch ...
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reviews Customer Service

Strategies for Obtaining Google Reviews

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 ...
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leadership Growth & Goals

Goal Setting Tips for the 2nd Half of 2022

“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 ...
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Growth & Goals

The Entrepreneur Business Plan Compared to the Manager’s Business Plan 

Recently in class, an entrepreneur who had started three businesses mentioned to a state of Wisconsin auditor—who happened to be taking the class—that he had never done a ...
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Growth & Goals

Avoiding the DUMB T.A.X. in Business

This was a fun, and valuable Education Moment I did for my weekly BNI (Business Networking International) group for Tax week, the week of April ...
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