Category Archives: Uncategorized

Points on Cyber Security from a CPA Convention

The concepts around cyber security have always seemed so complex to me and often make me feel like we are in a no win situation.  It is usually presented in a way that is unnerving and I walk away not sure where to begin.  At a recent CPA convention, there was a cyber security expert [...]

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Create a Theme for a Prosperous and Meaningful New Year

It’s almost 2014, and at this time of year, it’s natural for us to pause and reflect on where we’ve been and where we want to go. For business owners, it’s especially important to raise our minds above the daily fires for a moment, take in some fresh air, and elevate our perspective. Creating an [...]

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Year End Tax Planning Strategies for Small Businesses

As we get closer to year end, we are starting to get a much better picture of your 2013 business income.  For those of you in a profit position, with some cash flow to play with, there are a few key tax planning strategies you should consider: Defer Income to 2014 If it makes more [...]

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New Features in Xero That I Really Like

One of the many benefits of cloud accounting software is the ability for the software vendor to quickly roll out new releases and we don’t have to do anything.   The hard part is keeping up as a user.  Over the past year or so, Xero has rolled out many new enhancements that you may [...]

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Five Fall Projects to Refresh Your Financial Results

As we move into the fall season and the final quarter of the year, it’s a perfect time to commit to a project in your business that will help you reach the year’s end in better shape.  Here are five ideas:   1.     Back-to-School Time   If payroll expenses are one of the higher costs [...]

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Five Ways to Rev Up Your Referrals

In the vast majority of industries, referrals are the most cost-effective way to gain new clients and grow your business. When you attract new clients through referrals, your marketing costs are lower, your selling process is easier and more effective, and the referral usually makes for an excellent client. It’s just good business sense to [...]

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Budgeting Breakthrough

When you hear the word “budget,” what do you think about? Most people would say something similar to “Ugghh!” If you would rather do just about anything besides create a budget, you’re not alone. The word “budget” brings up connotations of endless numbers, constraints, the opposite of freedom and creativity, and hard work, none of [...]

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Five Ideas for Your Invoices

When it comes to marketing, the company invoice might be the last thing you’d think about. But think again: it’s a great place to make every attempt to get paid faster and have your customer coming back for more services and products. Here are five easy-to-implement ideas to add to your invoices: 1. A Thank-You [...]

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The Fine Art of Prioritization

Running a business usually means putting in over 40 hours a week.  In fact, if you’re the typical entrepreneur, you have more ideas you want to implement than you have time for!  That’s when proactive, strategically executed prioritization can make all the difference.    So Hard to Choose       If you have lots of [...]

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Cash Flow Tips for Your Business

Cash flow is a hot topic for small businesses.  Business owners need to closely manage their cash requirements on a daily, weekly, and monthly basis.   Having a handle on your monthly overhead and getting paid as quickly as possible are two of the most important steps to ensure cash is there when you need it.   [...]

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