Where to start… You’ve got drive, energy, and an awesome idea for a product or service. But, did you consider your accounting needs? Accounting tends to be one of the more mundane considerations, especially when you have so many exciting things happening as you start your business. Here are the 4 accounting bases you need […]
The 4 Accounting Bases You Need to Cover In Your Startup Read More »
In this video I will be walking you through an automation I built for my business that covers customer acquisition and management, meeting scheduling, invoicing and payment collection. This is a template of how you can automate tasks in your business while also marrying financial and non-financial data for greater insights.
A Peak Behind The Curtain – Facebook Live 12/6/18 Read More »
In this episode of Talk of The Town I discuss how business owners can utilize the data within their business to measure their performance and effect change in their business. Dashboards are all about measuring forward-looking indicators so you can turn the business you have into the business you want.
Leveraging Dashboards For Business Growth – WHHI Talk of The Town 11/20/18 Read More »
No, this isn’t about pizza, but I am talking about how to grow your bottom line. In this video I’ll walk through the 5-5-5 analysis and how you can apply it to your P&L to figure out how to be more profitable.
Whatever Happened to Domino’s 5-5-5 Deal? – Facebook Live 11/29/18 Read More »
Business intelligence is the practice of leveraging both technology and the data available in your business to facilitate business decisions. There are numerous technologies available today to facilitate data extraction and analysis. Also, thanks to the internet, cloud software and other technologies, data has never been more plentiful. Effective business intelligence allows stakeholders to make
5 Signs You Need Better Business Intelligence Read More »
In this week’s video I talk about one of the most interesting tax planning opportunities available today – Opportunity Zones! This is a great planning strategy that you can use to significantly reduce your tax burden, and increase future investment income, if you currently have unrealized capital gains.
Get In The Zone – Facebook Live 11/21/18 Read More »
This week I talk about some takeaways from the AICPA National Tax Conference. I also talk about IRS penalty abatements, the new Qualified Business Income (QBI) deduction, deciding on a business entity and tax planning for year-end and 2019.
The Tax Man Cometh – Facebook Live 11/15/18 Read More »
Can your business operate without you so you can take a vacation? The situation… We’ve both been there. You and I are business owners, and we’ve often wondered if we can take a vacation. We are far enough into Fall that maybe you’re starting to dream of warm weather and sunshine. The holidays are upon
Mai Tais and Umbrella Drinks Read More »
In this week’s Facebook Live I talk about how we “bucketize” (i.e. – categorize) your transactions. Every transaction needs to be classified for accounting purposes. I’ll also provide a high-level overview of the automation we can build around that process. The goal is for you to spend less time working in your business and more
Bucket’s Got a Hole! – Facebook Live 11/7/18 Read More »
In this video I revisit an Entrepreneur.com article about one of the ways to measure the financial health of your business. I’ll also provide my spin on how to do it in your dashboard using the Altman Z Score.
Gold jacket, green jacket, Cliff Report, Altman Z Score – Facebook Live 11/1/18 Read More »