Biz Tips: 3 Ways to Finish Strong in 2014

Your accounting is like the back of the truck, or your top desk drawer.  It can get messy.  It takes discipline to get things cleaned up and keep them that way.  And discipline makes all the difference to your success.  So, let’s get the financials tight and right by year end 2014.  Here are 3 […]

By |November 4th, 2014|Accounting, Budgeting, Making Money|0 Comments

Ready to Go Paperless?

You get a tablet!  You get a tablet!  At Zoom, now every team member has a tablet.  On it:  The Operations Manual.  The Price Book.  How To Videos.  Invoicing and Payment Collection.  The Top Projects Lists and updates.  The Scorecards.  Testimonials and Job Evidence Manuals.  Access to the internet, videos, Google apps, email, texting…whatever they need to solve problems and serve customers. […]

By |September 9th, 2014|Accounting, Productivity, Training|1 Comment

You, Me and a Budget Spreadsheet

Budgeting.  UGH.

I call it the “B Word” because so many people are resistant to the word BUDGETING. Nobody wants to Budget, right?  Budgeting is all about deprivation and doing without.  It’s like…gulp…dieting.

Budgeting doesn’t have to be a soul-sucking, frustrating experience.  The way I teach it is fun, easy and powerful.  From Main Street to Wall Street, simple budgeting is a great way to create goals and achieve them.  You create a workable selling price as a bonus.  Neat!

Budgeting focuses on spending.   You don’t want to be wasteful or thoughtless when it comes to expenses.  Little things add up. […]

By |March 18th, 2014|Accounting, Budgeting|0 Comments

5 Tips for Financial Goal Setting!

“What’s the point of setting financial goals?  I have no idea what will happen each day for sales.  Unexpected expenses crop up all the time, too.  If it’s just a ‘guess,’ then why bother?”

That’s what one of my clients just shared with me.  I appreciate his candor and his frustration.  However, if you want tomorrow to be better than today, it starts with intention and imagination.  So, set financial goals…no matter how awkward it is.  As you clarify your intention and take aligned action, you will make those dreams come to pass.  It’s OK if it takes a little longer and costs a little more than you hoped.

Here’s more help!  I put together 5 Tips for Financial Goal Setting.  Enjoy! […]

By |March 11th, 2014|Accounting, Budgeting|2 Comments

Phenomenal Financial Blast!

Anthony and Rose joined me and Shauna (aka Sha-nomenal!) and the Phenomenal Team at Howard Partridge’s Inner Circle program in Houston.   There, we hosted the FUNomenal Financial Blast.  Owners from 21 companies cleaned up their financials, crunched budgeting numbers, determined selling prices and explored the Financial Quick Check report.  Super Nerdy Fun!  And powerful […]