Category Archives: Business advice

Stop Being Productive!

Times are tough. COVID-19 is here. Everything is changing. Things will never be the same again. Most of the working population is working from home right now and this is a massive change for most people. If you’ve never worked from home before, it is our natural inclination to set our expectations extremely high and […]

Why do I need a CPA?

As a small business owner, you’re looking for some assistance with your finances. Each tax season, things feel more and more complicated. The worst part is, getting help with your taxes feels just as complicated as doing them! How are you meant to know what type of accounting professional is best for you and your […]

5 Planning Areas to Focus on in 2018

It’s almost 2018!! Can you believe it? I sure can’t. With Thanksgiving approaching in just two days, now is the time to focus on planning for taxes, finances, and business strategy. What have you done to plan for your taxes for next year? What about financial planning? If you own a business, have you done […]

Review of Deeper Weekend 2017 – Part 2

There was so much useful information I learned at Deeper Weekend 2017 that I couldn’t capture everything I wanted to write in a single blog post. Thus, here is part 2 of my review: In addition to the main conference presenters (Jason Blumer and Jeff Phillips), there were also a number of event sponsors who […]

Review of Deeper Weekend 2017 – Part 1

This past week, I went to a conference called Deeper Weekend put on by Thriveal. The conference mainly targeted entrepreneurial CPA firm owners. There were approximately 100 attendees from all over the world who were interested in learning about how to grow and scale their CPA firms in a way that breaks the traditional CPA […]

How to Choose the Right Inventory Management/POS System for Xero

I had a client come to me that was expanding their pet sitting services company to offer sale of organic pet treats. They wanted to sell the pet treats at local farmers markets and didn’t quite know where to start. I told them that there was a lot of investigation that needed to be done […]

Take a Leap

I live my life by one motto – “live life with no regrets.” Last week, my husband and I went skydiving for the first time ever. It was a little scary leading up to the jumping point, but once I jumped, I felt like I was a bird soaring through the sky. When I landed, […]

Three Ways to Improve Your Company’s Accounting Function

We read numerous articles that talk about how technology is impacting the accounting functions of companies. We hear that if companies don’t keep up with technological advances, they will fall far behind the competition or even fail. I did not really understand what this meant until I started my own virtual CPA firm last year […]