by Jared Ballard
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...
by Jared Ballard
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...
by Jared Ballard
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...
by Jared Ballard
Two ways to spend less time at the office and have happier clients We have all heard the quote “No one ever said on their deathbed they wish they had spent more time at the office.” We love our jobs and find great satisfaction in what we do and how we...
by Jared Ballard
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....
by Jared Ballard
using data from the Bureau of Labor Statistics Success isn’t always about greatness. It’s about consistency. Consistent hard work leads to success. Greatness will come. -Dwayne Johnson You have done it! Gone out on a limb and started your own small...
