Time is Money – 3 ways be more efficient.

Time is money. Wasted time means wasted money means trouble. -Shirley Temple The original quote of “Time is Money” came from Benjamin Franklin back in 1748. He wrote it in a manual for young men entering the business world — sound business advice 271 years...

Create a Financial Story with Your Reports.

Create Reports that are Understood and Appreciated This article could also be titled “Accomplish the seemingly impossible.” Seriously though, as an advisor, you honestly want your clients too truly understand where they stand financially. That’s why...

Make your Annual Report SHINE!

It’s coming up on that time of year again. Believe it or not, we are in the last quarter of the year, which is your cue to start gathering the information to build annual reports for your business or your clients business’. I heard that groan, don’t...

Four Accounting Mistakes Hurting your Business

Did that title make you cringe a little? I promise you are not alone; we all are guilty of having at least one lazy accounting habit. It doesn’t matter how long you have been in business; we could all use a small reminder (or large reminder!) of some best...

The Why and How of Setting Financial Goals

Stop setting goals. Goals are pure fantasy unless you have a specific plan to achieve them. -Stephen Covey It is January 1st, and you are up early with your new running shoes, your headphones on with some heart-pumping music, and you are killing it on that treadmill....
Financial Reports You Should Be Running

Financial Reports You Should Be Running

Running a business is a non-stop job. Keeping yourself up to date on the financial in’s and out’s of your company alone could keep you plenty busy. There are a handful of financial reports that need to be reviewed on a regular basis, monthly or at least quarterly....