Is Your Accounting Up To Par?
Maintaining a strong accounting system is essential for sound decision making, effective cash management, securing financing, and supporting long-term growth. The Association of Senior Executives (ASE) recommends that clients prepare and review financial statements monthly, including at a minimum a Balance Sheet and an Income Statement. There are several important general considerations to keep in […]
Connecting With Your Customers
Happy New Year! As we welcome 2026, it is the perfect time to reflect on how to engage with your customers. Understanding and connecting with customers has never been more important. The following insights and strategies are designed to help guide your approach as you set out into the new year. The Importance of Customers […]
Setting Goals for the New Year
This is the time of year that Business Plans are made for the upcoming year and beyond. Every successful business needs a roadmap. Without clear direction, priorities are not understood and employees waste time on non urgent and insignificant issues. Confusion and disruption occur. Crafting a Strategic Plan that provides your organization’s direction and defines its priorities over a specific time frame, […]
Mental Prep for Retirement
When we think about retirement planning, the focus is usually on money: rates of return, investments, inflation, income needs, and longevity all neatly wrapped up in spreadsheets. These are all essential for determining when you can retire and how long your income will last, but they don’t guarantee a meaningful or fulfilling retirement. Equally important […]
How To Handle Difficult People
Here are some effective strategies – The most important thing is to maintain composure and approaching the situation with a balanced mindset We all have examples of times when people react as opposed to respond. Impulsive reactions often exacerbate conflicts. Humans are inherently emotional and prone to reacting rather than responding thoughtfully There are many […]
Ten Easy Ways To Network Effectively
1. Make them feel comfortable 2. Appear confident and at ease 3. Use humor cleverly but in a self – deprecating manner (it endears you) (NEVER USE HUMOR AT OTHERS EXPENSE) 4. Show interest in them maintaining eye contact and actively listen to understand 5. Extend yourself, lean in showing interest and greet with a […]
Are you working IN your business or ON your business?
As a small business owner, the answer is likely “Yes” to both. Emphasizing the work ON the business is essential to ensure the business’s continuing success. Below are some strategies to help you: 1. Effective Time Management Is Essential a. Categorize your business tasks into 2 groups: (i) operational tasks (working IN your business); and […]
Planning for Retirement
As a small business owner it’s probably hard to imagine, but, at some point, you will retire. How you will be able to retire is, from a financial perspective, probably harder to imagine. With the right plan you can. The right plan can: 1. Ensure a steady income. After all your hard work, you deserve financial […]