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Latest Blog & Articles

  • How to work with a remote accountant

    Even though it’s been more than 25 years since I moved from a physical office to an online service business, some new clients are just considering the possibilities and advantages of remote accounting now. This 14-minute video is meant to introduce six key concepts if you have not worked with a remote accountant before.

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  • Agents of Change

    This is the outline of a recent presentation to a small business group. 1. We live in an exciting timeof discovery and advancement in our relationship with money,The advancements over our lifetimes are amazing. At the time I began studying finance in the early 80s, it was generally believed that fundamental analysis was the way to build fortunes. Facts and data. Cash flow analysis. By the time I finished studying taxation in law school in the 90s, it was widely known that financial structuring and program trading were far more powerful. An example: Today less than 10% of trading is

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  • How your small business can easily adopt powerful decision-making tools

    Large companies and organizations with staff and budgets use sophisticated tools to analyze business risks and opportunities. But that doesn’t mean that your small business without these resources cannot benefit from the basic value of these same tools. Consider these three tools that might start with a simple entry in your journal and pick up later with as a conversation with your business coach or advisors. First, ask your business coach or do your own online search for much more information about using each of these tools. You will find plenty of simple useful help. All of these are commonly

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