Tag Archives: small business documentation

Work Smarter, Not Harder

We are well into the New Year. Now that Year End is behind us and we are looking toward the joys and challenges of running a business, let’s review some of the ways we can work smarter, not harder. As … Continue reading

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Upgrading Your Financial Software

As we approach the end of the year, now is the time to assess your everyday business tools, such as upgrading your financial software. Are the tools that you are using helping you complete the back office side of your … Continue reading

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Tax Accountant Follow-Up Time is Now

Tax Accountant Follow-Up Time is Now, not after first of the year! Now is the time for you to do your year end tax accountant follow-up so you still have time to be proactive for your business and yourself! Before … Continue reading

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Writing a Business Plan

There is a debate over the value of writing a business plan. I am a strong advocate of the age old: “If you fail to plan, then you can plan to fail.” When you put pen to paper (so to … Continue reading

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Review Your Financials

Review Your Financials – Right now is a great time to meet with your accountant or tax preparer to go over your financials.

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Identify Problem Areas on Your Financials

Identifying problem areas on financial reports are critical for all businesses no matter their size.  But not everyone is a financial wizard!  What do we look for?  How do we know if there are problem areas?

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Cloud, The Next Generation

When the internet came out, it spread like a forest fire.  But so did alot of unwanted viruses, cookies, malicious ware, ect. which would wipe out our computers.

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5 Ways to Improve Customer Loyalty

There’s an old saying, “New customers are the lifeblood of companies.”  But is this really true?  I was reading an article about customer service in today’s electronic world.  Customer service use to be the number priority for all companies, but … Continue reading

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Get Your Payroll Account in Shape!

As the end of the year is approaching fast, now is a great time to get your payroll account is shape!

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Budgeting

A good budget tells a lot about a person or a company.  If your budget is realistic, on a personal level, it should make you more marketable in the future.  Budgeting is an important tool used by management to control … Continue reading

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