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Planning Ahead – Small Business Tips & Advice: Strategize Your Filing

The good news is, your trade secrets are safe.                                             The bad news… even you can’t find them. The piles are there; you can’t ignore them. BUT, you can dedicate 10 minutes a day to working through them. Start now, and you could be one of those “crazies” that closes their books, files their taxes, […]

Planning Ahead – Small Business Tips & Advice: The Right Bank for You

Choosing the right bank for your needs. Banking is much more than deposits and withdrawals.  As your business grows and your team expands, there are critical features to look for that could have significant effects on your operation. For example: –Online banking with sub-users: Some banks let you create additional users for online banking, where […]

Planning Ahead – Small Business Tips & Advice: “Business Seasons”

Does your industry have seasonal peaks and valleys? Are you ahead of the curve or just here for the ride? Learn from the squirrel! No, we are not suggesting you start gathering nuts and seeds in the fall, breaking into people’s attics, and chewing the handles off of driveway trashcans. However, there is something to […]

Planning Ahead – Small Business Tips & Advice: Befriend your CPA

Is your money working for you? It is a perfect time to check in with everyone that advises you on how you spend your money (not at the mall, in business). Make sure that the full roster of advisors and providers, like your CPA, financial planner, lawyer, and insurance agent to have an updated picture […]

Planning Ahead – Small Business Tips & Advice: Documentation

A.K.A. Manuals This is one of those things everyone claims not to have the time for, but the alternative should motivate you to find the time. PROBLEM: As valuable as a good hire is, and as much as a business owner needs to trust and rely on his team, sometimes we can end up creating […]

Planning Ahead – Small Business Tips & Advice: Deadlines vs. Goals

Deadlines vs. Project Goals, hmmmm. April 15th is a perfect illustration of the difference between deadlines and projects. A deadline is a cutoff, usually associated with a final opportunity to complete a goal or project in its entirety. On the other hand, a project is made up of smaller goals & tasks that lead to […]

Planning Ahead – Small Business Tips & Advice: Bank Deposit Records

Bank Deposit Records Classic mistake: Not keeping detailed records when you make deposits to your business account.In order to keep proper financial records (no, a shoe box full of papers is not considered proper), you should be tracking both expenses and income. Unlike expenses, where bank statements and the included check copies* can be easily […]

Planning Ahead – Small Business Tips & Advice: Business Phone Number

Your Business Phone Number Classic mistake: Advertising a cell phone number as the business line. It seemed like the cost effective thing to do at the time, but you may soon regret it. With customers ringing directly to your mobile phone, you will soon find it difficult to make both the customer you are with, […]

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