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It is May 4, and you just bought a new grill – and it is beautiful.  This is not for amateurs – you could cook for an actual army on this thing with the stainless steel racks and the industrial-strength rotisserie.  You went all out this time – to the tune of $2,000. But because... Read More

Paid Media is generally defined as, “External marketing efforts that involve a paid placement, such as PPC advertising, branded content, and display ads.   Paid media is an essential component of revenue growth and brand awareness for online businesses” (source: bigcommerce.com). For example, when you search on Google for “Restaurants Near Me” or “Computers”, the... Read More

You know the tune: “Raindrops on roses, whiskers on kittens, bright copper kettles, and warm woolen mittens…”  Maybe it’s just a convenient title, but this famous song from The Sound of Music has me thinking about what I love to do most. In the field of marketing and branding, we think of possibilities and creative... Read More

In Part 1 of this mini-series, we explored Data Security Risk- the risk that nefarious third-parties could steal your Clients’ personal and confidential data from your system, and what you can do about it. Today, we will take a brief survey of your Data Accuracy Risk.  This is the risk that your business financial records... Read More

“Let us not look back in anger or forward in fear, but around in awareness.”   – James Thurber When you work with small business owners every day, as we do, you get a first-hand view of how the pace of technology advancement affects them.  While it affords new and exciting – sometimes daring – opportunities,... Read More

Earlier this month in this space, we discussed the importance of developing a good Financial Projection for your small business.  You start by defining (as best you can) your long-term idea of where the business is headed.  If armed with a solid vision of your “finish line”, your trusted advisor can help you create (or... Read More

As a Business Owner, how do you make day-to-day decisions? Do you base your decisions on … Financials? Feelings? Staff Members? Cash? Nothing? At the end of this blog you will understand why I ask this question. So let’s get talking … A financial planner is well-schooled at helping their clients think “backward” starting from... Read More

In Part 1 of our series on Tax Planning, we went over the three essential elements of developing a good Tax Plan: 1) Forecast your Taxable Income; 2) Ensure Compliance with minimum withholding requirements established in law; 3) Maximize Cash Flow and Tax Savings Opportunities. Before we go further, let’s answer a Big Question – why... Read More

Consider first the difference between a tax return and a tax plan.   A tax return is the result – the final statement of your taxes due to or from the government; the tax return is produced after the end of the tax year.  A tax plan is a creative and scientific process of forecasting your... Read More

A few weeks ago we gave some insights on “How To Make Your Business Recession Resistant”.  In part 2 of this series, we will continue to give you our insights and what we believe will help your business stay afloat during economic downfall. 1.Understand (and Manage!) Your Cash Flow.    Profit does not equal cash flow.... Read More