Articles to help you thrive

2019 Year-End Individual Tax Letter

As the end of the year is fast approaching, we should consider any last-minute strategies that might help reduce your…

2019 Year-End Business Tax Letter

As the year draws to a close, it’s time for us to discuss whether there are any last-minute actions we…

An Owner's Health and Spirit

We’re adults. We know that it is important to stay healthy. But why do so many business owners struggle to…

Do You Really Have a Sales Process?

It’s a yes or no question, but many owners find it difficult to answer this question. “Yes, but it isn’t…

Is Your Business Ready for CFO Services?

Business owners often come in confused about when to hire a CFO or outsourced CFO service. A common misconception is…

Painlessly Improve Profitability: Operational Levers

Profitability is often overlooked, yet it is a critical measure for any business. Other items like gross sales and revenue…

Business Owner Mid-Year Reset: 6 Simple Changes to Make Now

Mid year is the perfect time to reevaluate your plans for the year.  Too often, owners put together a great…

Why You Need a Holistic Planning Model Now

If you’re a business owner, then you know the importance of strategic planning. Whether you’re currently working with a coach,…

How to Identify High-Profit Activities

Many business owners find it easier to identify what’s NOT working in terms of profitability. What tasks do you constantly…

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