Category Archives: Budgeting

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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How To Raise Your Prices

Year end is a great time to consider the year to come.  Review the wins and losses and vow to make 2014 even better.  Update your Budget.  Consider what costs are going up. Health insurance?  Yep.  Retirement benefits?  You aren’t … 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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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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Time is Money – Spend it, and Sell it, Wisely

“I would willingly stand at street corners, hat in hand, begging passersby to drop their unused minutes into it.”  ~Bernard Berenson Our most precious commodity is time.  You can always make more money.  You only have so much time.   In order … 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

How Much Should I Charge?

What price would you put on the gift of life?  Priceless?  Beyond measure?  No way to put that value in dollars? But we attach a price tag to ourselves every day.  How much do you charge for an hour of … Continue reading

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Who Taught You Business Basics?

Business is pretty easy.  I wish we taught accounting and finance basics in sixth grade.  Alas, I didn’t even learn how to balance a checkbook during my high priced stint at a private college for a Business Administration degree.  However, once I … Continue reading

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