Executive Summaries

Tax Strategy Essential Series

Tax Strategies for Tax Efficiency, Reducing Your Income, and Minimizing Your Taxes

There is a language to taxes, and unfortunately, only accountants have been primarily taught that language. Often a business owner wants to know what they ...
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Accounting & Bookkeeping

Designing your Accounting and Operational Cash Flow Systems: Putting the Pieces Together

Let’s explore the different parts of your accounting system, how all the pieces come together and how you can design an accounting system to best ...
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Planning Essential Series

5 Critical Accounting Mistakes Small Business Owners Make When Managing the Financial and Accounting Area of Their Business

When it comes to managing a business your accounting is critical. Most mistakes that are made when it comes to the accounting aspect of any ...
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Work/Life Balance Self

Self Mastery: Creating Progress and Shifting Results

Often in our life or career, when we look to create progress, learn, or grow, we wonder where we need to start. We can get ...
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Hiring Conversations Team & Hiring

The Hiring Conversation

The quality of an interview can go a long way in gaining a better understanding of the candidate, their potential, strengths, value, and team orientation. ...
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Signing a Contract Customer Service

Customer Service Conversations

Successful service conversations are driven by your ability to consistently resolve or fulfill the customer’s needs and deliver a great experience along the way. Having ...
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Essential Series

The Sales Conversation

Having effective sales conversations depends on the overall sales process and your ability to be consistently effective. Whether it’s starting the conversation, generating interest to ...
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Financial data analyzing. Close-up photo of a businessman's hand counting on calculator in office. Selective focus Essential Series

Tools to Lead Your Team to Hit Their Numbers

Success in anything requires skills, tools, and resourcefulness to learn and utilize those skills and tools. Leading yourself and your team to understand what numbers your ...
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Large Group of People Attending a Conference Customer Service

Communication Skills

Communication is a major player in the business world. Business leaders and their teams often ask about communication, understanding styles, and how to communicate better. ...
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Two men shaking hands in office Essential Series

Leadership Conversations

Whether we are trying to resolve something for a customer, generate interest in a prospective client, learn more about a candidate for a job, or ...
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