Category Archives: Accounting

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, … Continue reading

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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 … Continue reading

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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, … Continue reading

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Talking Family Business in Seminarland

Yikes! Your wife (husband, parent, kid) may be keeping you from making money! Continue reading

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Why Kooky Family Businesses Matter

Recently, I chatted with Monaica Ledell of MommyBreadwinner.com about what it takes to be successful in business.  We agreed that a winning business of your own can expand peace, prosperity and freedom.  It can also help make the house payment and … Continue reading

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3 “Aha” Takeaways From My Business Planning Retreat

Wow.  It is the 10th annual A.G.E. Business Planning Retreat.  Al Levi, Gail Gudell and I have met every year since 2004 to review our respective business plans.  It’s our time to reflect and recommit to our highest intentions. This … Continue reading

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3 Business Lessons Served on CNBC’s Crowd Rules

I love watching TV!  I steer clear of bad TV.  However, there is solid programming out there.  And there is great free advice if you are building a business.  I love Restaurant Impossible and Tabatha’s Salon Takeover.  (BTW, I am at … Continue reading

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Post-its + a Sharpie + Excel = Your Org Chart

Does it make you cringe to think about imposing the formal structure of an Organization Chart on your small shop?  Fear not!  The Organization Chart can be a wonderful tool.  Recalling my many, many jobs, I can count on three … Continue reading

Posted in Accounting, Budgeting, Building the Team, Business Planning, Consulting, Contractors, Employees, Entrepreneur, Family, Organizational Chart, The Bare Bones Biz Plan, The Challenge | Tagged , , , , , , , | Leave a comment

Career Ladder? Or Turnover Turmoil?

Sob!  My favorite thing to do is Ride Along with team members.  I love to put on the Super Hero costume and hop in the truck.  I am not very technically skilled – massive understatement! – however, I try to … Continue reading

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5 Ways To Audit Proof Your Business

Imagine…you discover the certified letter in your mailbox from the IRS, announcing you have been selected for an audit.  No worries!  Once upon a time, I made a “Slinky-knot” mess out of my QuickBooks™ file.  Fear of an audit – … Continue reading

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