Take care of your money – isn’t that more motivating than “financial management”? You’re busy. There’s a client issue to solve. You’ve got to follow-up with that potential client you [...]
Our 5-year-old neighbor has fallen in love with the tree in her front yard. Mercifully for her mother’s peace of mind, it is not too tall. Watching her this weekend, we reminisced. My own [...]
One Year Later… “This has been the best year of my life!” so said Scott, the founder of a CPA firm, at our annual planning session in December. “When we did this plan last year, I did worry [...]
Sharing coffee and shop-talk with commercial realtor Brooks Morris, we were digging into the challenges of helping businesses that don’t have good planning skills, or think they don’t have the [...]
It’s easy for most of us who run our own businesses to make “Processes” the red-headed step-child of our time and effort. We know how we do what we do, and it hardly seems productive to take time [...]
Clients are reflecting on goals at this time of year – seems to happen quite naturally. So I’m hearing a lot of heartfelt thinking about “what am I accomplishing?” ”what keeps me going?” and [...]
