Running a Business Archives |

Asset Protection

Earlier this year I had a client tell be about a webinar that they suggested that I needed to watch about asset protection. Months later, I had a client whose rental property was involved in causing a building fire. I finally was able to schedule the time to sit...

Move the needle

I was watching a webinar that was showing CPAs how to position their business for greater strength and flexibility to continue to be relevant in our changing times. I thought that it was relevant enough to share, because when broken down to it’s essentials if should...

Time vs money balance

The age-old conundrum of running a business; time versus money. Is your business so new that you don’t have enough clients  to occupy all of your time and so no money to get them quickly?  if so, you are not the first or the last to be in such a situation. Do you have...

Most Trusted

I like to believe that I am my clients “Most trusted advisor” and not just their tax preparer. But I do have a couple of clients that act as if I were a commodity, that that I am no different from a garage preparer with a Turbo-Tax package filing multiple returns....

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