Category: Blog

  • Why You Should Use QuoteRoller

    I confess. I used to use Microsoft Word to prepare client proposals. I dreaded preparing them even though it meant bringing in new business. I copied the last proposal I did and carefully changed all client name references, dates, fees, etc. And then I read, re-read, and re-read the proposal to make sure I didn’t…

  • The Payroll Challenge

    The Payroll Challenge

    As your business grows, you will likely face the challenge of how to pay employees. If you are a Quickbooks user, some of the options offered by Intuit can look cost effective. Or maybe you just want to do everything with a spreadsheet. After all, payroll is just hours x pay rate, right? Not exactly.…

  • The courage to say “no”

    The courage to say “no”

    Why do we business owners struggle so much with that little word? When first starting a business, saying “no” may not be an option. But there comes a time when saying “no” is the best thing we can do for ourselves, our clients, and even potential clients.

  • Budget is not a bad word

    Budget is not a bad word

    Just say the word “budget” and people change the subject. Their eyes glaze over. Budgets are useful for personal and business purposes and don’t have to be some giant detailed document that rules your life. It’s a guide; a plan; and it’s certainly not cast in stone. A budget reflects what you think/hope/want to happen.…

  • Using your personal vehicle for your business

    Using your personal vehicle for your business

    One of the most commonly asked questions I get is regarding the business use of a personally owned vehicle. There are several ways this can be treated on your tax return and I don’t really want to get into all that. What I do want to help you do is track the right information to…

  • Travel and Work from Anywhere

    Do you ever read about business owners that travel the world and work from anywhere? Wonder how they did it (and feel a bit jealous)? Here’s how I did just that. I live in Arizona while my family resides in Pennsylvania. This past holiday season, I flew to Pennsylvania in December and returned to Arizona…

  • People don’t buy what your business does; they buy why you do it.

    People don’t buy what your business does; they buy why you do it.

    I recently watched a Ted Talk given by Simon Sinek called ‘How Great Leaders Inspire Action’. The main point Simon made was that people don’t buy what your business does; they buy why you do it. That got me to thinking about why I do what I do. I accidentally started my business in early…

  • Software Integration – What is It?

    Software Integration – What is It?

    In the age of “there’s an app for that”, most software manufacturers proclaim their product’s ease of software integration. But what does that mean? In short, it means one software program shares its data with other programs. Now, does software integration matter to you? Don’t get caught up in the hype. Think about how YOU…

  • The Secret to Receiving that Big Tax Refund

    The Secret to Receiving that Big Tax Refund

    This is the time of year when dozens of articles are published purporting to have the secret to receiving that big tax refund. Some of the articles make it sound like tax professionals are hiding the answer from you. I’m sorry to say there is no “easy” button when it comes to that big tax…

  • Cash Flow

    Cash flow.  It is the backbone of your business. If you don’t learn to manage the money coming into and leaving your business it is nearly impossible to be successful.  Just because you have a positive bank balance this week does not mean that you can afford to spend it on the latest and greatest…

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