Welcome to Our Library
Our resource hub for the latest news and helpful tips.
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Client Management Through Daily Planning & Organization
What does client management and daily planning have in common? For starters, they are two essential skills for any business professional. When done well, these activities can help you stay organized and on top of your work.
Effective client management is essential for ensuring successful productivity. To make sure all of your clients get the attention they deserve, here are some effective strategies you can use for daily planning & organization. Doing this will help you maximize your productivity and ensure swift service to all your clients.
Hire a Tax Preparer or Go It Alone?
Albert Einstein once said, “The hardest thing in the world to understand is the income tax”. More and more people are making the move to doing their taxes at home. With programs like 1040.com and FreeTaxUSA available, the process can be simplified and the refund swift in coming. However, going it alone is not always the wisest or most cost-efficient choice.
Your Complete Guide to Strategic Task Lists
Your Complete Guide To Strategic Task Lists Here’s the honest truth for entrepreneurs – your task list will NEVER be complete. There will always be more to do! So how can you manage everything without tasks or projects slipping through the cracks? Use strategic task lists. Why You Should Use a Strategic Task List A […]
Are You Realistic About Your Goals?
People often struggle in both life and business with the process of goal-setting—more than likely, you’ve read a lot about creating SMART goals. SMART is an acronym for: specific, measurable, attainable, realistic, and timely. Being realistic is one of the criteria for setting goals that will serve you, but the truth is, the rest of the acronym helps ensure that your goals are realistic.
Effective Daily Planning: Getting Things Done
It’s no secret that the world is a fast-paced place. We’re constantly inundated with new information, technology, and change. For many Accountants and CPAs, this pace can be overwhelming. If you don’t take the time to plan your days, you can easily lose focus and become less productive. This can lead to even more stress and anxiety as you try to play catch-up.
What Is Your Time Vampire?
Timewasters almost seem as if they’re utterly uncontrollable because they come from outside sources. They can be family, friends, colleagues, and bosses, and others, causing the issue for you. Identify these issues for yourself. Once you realize what’s happening, start setting boundaries, or find a way to work around the person or thing that’s distracting you.
4 Easy Steps to Keep You Secure
4 Easy Steps to Keep You Secure Cybersecurity has become one of the biggest hot topics inside and outside technology circles over the last two years. From securing learning devices due to a rise in digital learning during the COVID-19 pandemic to coping with the fallout of high-profile breaches of national infrastructure such as the […]
Outsourcing: The Key to Success
Think back to when you first set out to build your business. Do you remember what your “wants” were? For most, whether building a small business or becoming an entrepreneur, the first need, or “want”, was to have a business that provided the income you needed without overtaking your life. Working in the Corporate world was sucking your life away. Sure, you had an awesome career, maybe an excellent salary and title, but at what cost? Long commutes, long hours, you were missing out on the joy of life. So you decided to take matters into your own hands.
10 Tips to Keep Your Online Environment Safe
10 Tips to Keep Your Online Environment Safe There are a lot of new opportunities for hackers. New ways to enter your business or home virtually and steal your data, your clients data, your personal information, and even spy on you! You can protect yourself significantly just by following these ten tips. 1. Stay Off […]
Don’t Rush Into Business! Slow Down and Do This First
Everybody wants it now. We live in an instantaneous world – news reaches millions of people as it’s happening. Gone are the days of waiting a week for a letter. I remember writing my cousin and then waiting for her return letter, which was always at least two weeks. Do you remember seeing something you had to have in a magazine and ordering it – 6 to 8 weeks delivery time! So be honest, with online ordering and same-day delivery options, we only begrudgingly accept delivery of over two weeks if that’s the only option we can find.
The Power of Persistence
Whether or not personality can be ‘changed’ over time is a matter that is contentious among psychologists. However, I believe there are things you can do to make being persistent easier for yourself. But before we can learn to be persistent, we need to first understand why we are not persistent.
