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Extending Credit, The Slippery Slope

Monday, May 27

Before I get into the slippery slope I'm referring to in the title of this post, how are things for you these days? How's business going?I'd love to hear an update on your business ... so click the email button in the upper-right of the site here, and send me a note to let me know.I'd also enjoy ...


Mapping Your Prospects Expereince

Monday, May 20

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Salt Lake County business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking for solace and for ports ...


Business Intelligence You Don't Know That You Need For Your Company

Monday, May 20

Poll Right.  You might think that was a typo in the subject line ("pull", right?). Nope, that's just me being clever, because today I'm talking about POLLING your various stakeholders for fun and profit.Alright, yes. I should clearly stick to financial matters, and leave the puns to the creative ...


Everthing You Need To Know About Tax Records

Tuesday, May 14

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you make all year affect your Apr...


Everything You Need To Know About Tax Records For Business

Wednesday, May 08

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you make all year affect your Apr...


Robots Won't Replace ME!

Tuesday, April 30

We work with many business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a strategy note here this week.Oh, and I promise:...