Move Ahead With Guidance
Friday, March 20
I want to check in with you, because these are obviously unprecedented times for ALL of us. How are things going for your business right now? The coronavirus impact on business across this country is very serious. As I see it, there are three groups of businesses emerging in the current climate:...
Let's get real for RIGHT NOW
Monday, March 16
No, this is NOT just another "here's what we're doing about COVID-19" message. The time for that was last week. Every brand and their brother sent out those messages, and they lost their usefulness -- right now, it's a marketplace expectation that we're all taking serious steps. Regardless of wha...
Going Broke by Going It Alone
Monday, March 09
With all of the talk of quarantines, panic, and medical opinions flying faster than sports takes, there are so many unique, emotional temptations for us to give into these days. First, there's the fear. Clearly, I'm a tax accountant -- not a doctor -- so my advice here doesn't mean much. Except t...
Employee Incentives For Small Business Owners
Tuesday, March 03
We work with lots of area businesses here, and as a result, I get a little crash course in my clients' business practices. It's a fantastic crash course for me and my team. And since I'm in the financial trenches with so many of them, I see lots of ways that team members are compensated. And it's...
Making Our Money Match Our Heart
Tuesday, March 03
Yep, here we are in March, and that means that it's GO TIME for taxes. If it takes you a couple weeks to pull things together, and get organized ... well, now is a very good time to start the process. But don't panic -- even if you're terrible at paperwork, we aren't. It is, after all, what we ar...
Estate Planning For Real Estate Investors
Monday, February 24
One of my favorite things about this time of year is connecting with all of you, and getting updates, offering hope, and putting plans into place. And I'm glad to say that my questions from the past couple weeks of strategy notes have sparked some great conversations. My hope is that they will co...