by Leif Jensen | Aug 1, 2018 | General |
What does your “Financial Dashboard” look like? Do you have a “Financial Dashboard” that you use to monitor your business? The purpose of the Dashboard is to monitor the success or lack of success of the business. The ratios that you monitor should be directly...
by Leif Jensen | Jul 31, 2018 | General |
I recently had some work deferred with a client because their Treasurer wanted to stay with the minimal accounting compliance that was already in place under their supervision. When we met with the client there were all sorts of concerns, a strengthening of the...
by Leif Jensen | Jul 30, 2018 | General |
What do you have an active fear in your business? Is it making the next payroll? Is it finding that next client? Is it having enough cash to cover your mortgage? DO you have more than one fear? All small business owners have them. It does not matter if they are...
by Leif Jensen | Jul 25, 2018 | General |
I know a victim of a phishing expedition, kind of. They received an e-mail form a colleague that they have known for years. But apparently the e-mail felt off, ever so slightly. They actually went into contacts and sent an e-mail asking if the party had just sent me...
by Leif Jensen | Jul 24, 2018 | General |
As a small business owner you find yourself perpetually busy. There are always a million little things that you never seem to find the time to get to. Are you at your capacity or is this just activity? Those things that you tend to work on first, are those things that...
by Leif Jensen | Jul 23, 2018 | General |
We were reviewing a practice that was up for sale. There were a tremendous amount of positives associated with the firm such as the number of clients, the initial location and movability of the base. But, the average tax return fees were at a commodity levels, less...