Helping Clients in Changing Times

Helping Clients in Changing Times

The Greek philosopher Heraclitus said, “change is the only constant in life.” It doesn’t matter why, when changing times occur, your clients will need your help and your advice. It could be another global pandemic (let’s hope not!), a downturn...

Four Crucial Business Metrics To Know

Regardless of what kind of business you are running, understanding business metrics and financial numbers are crucial to running a successful company. You may be lucky enough to have loyal customers, referrals you don’t have time for, and an in-demand product....

Managing Business in Time of Crisis

If you are a small business owner, I am sure you are intensely stressed and are looking at things day to day, if not hour by hour. Did you have a plan in place for crises like the one we are in now? If so, how is it going? Let’s talk about a few steps and some...

Finding and Retaining High-Value Clients

Your Most High-Value Client may be a Surprise We know and it’s pretty common knowledge that acquiring a new customer is exponentially more expensive than retaining a current customer. Forbes has even done a study about the cost specifics. Keep this in mind as...

3 Red Flags That Get Attention From The IRS

 How to get an Audit for your Small Business The dreaded A- Word!!!! AUDIT!!! While audits for small businesses are less frequent than audits for individuals and large corporations, they are most certainly on the rise. Audits can be scary, time-consuming, and...

3 Purposes of Writing Annual Reports

Can you believe it is October? At my house, the leaves are changing, and the temperature is dropping. These things tell me it is time for sweaters, football games, pumpkin spice everything, and if you are in the accounting industry, annual reports. Most companies...