-
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
-
You and Your Money: The CPA as an Agent of Change in Your Relationship
These are the slides for a presentation on 2/28/2023 stepping though our adult relationship with money, the dominant external influences on out finances, and the evolution of my own practice model.
-
The 3 Steps of Financial Coaching
The three steps of financial coaching are: Each step is different for every person. I would love to hear about your situation.
