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Welcome to Our Library

Our resource hub for the latest news and helpful tips.

Grab a beverage, curl up in the comfy virtual chair, and dig right in!

looking for a fresh start

5 Questions to Ask When Looking for a Fresh Start

By Tammy | August 15, 2022

5 Questions to Ask When Looking for a Fresh Start That’s it. You’ve had it. Life is just not going as well as you’d like. It’s time for a change, a Fresh Start! Sometimes starting over and cleaning off the slate is just what the doctor ordered. I should know; I’m the Fresh Start Queen. […]

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declutter your desk

Declutter Your Workspace to Boost Productivity

By Tammy | August 3, 2022

Declutter Your Workspace to Boost Productivity August is the perfect month to declutter! A couple of years ago, I followed Marie Kondo’s advice and completely purged and got rid of everything that didn’t give me joy. It was not an easy path to take, but I will admit, I felt much joy after. The feeling […]

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client communication

How To Communicate With Your Client

By Tammy | June 13, 2022

How To Communicate With Your Client As a small accounting firm, your main goal is to deliver an exceptional client experience to everyone who solicits you for business. However, building trust and confidence in your clients isn’t just about offering a great product or delivering world-class service. Well, it is, but it’s also more than […]

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client communication

When Do Clients Need To Hear From Us?

By Tammy | June 6, 2022

During a business transaction, there are critical times that communication is vital to keep clients feeling like you are in touch and engaged with their unique situation.

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distractions

Dealing With Distractions

By Tammy | May 23, 2022

In a perfect world you would be so focused on your work that nothing could distract you. But our world is not perfect, and it rarely works that way. So why does something so minor as an interruption mess up our entire day?

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productive people

How Productive People Think

By Tammy | May 4, 2022

Productivity is not just about working hard or being busy. It’s about being effective with your time and resources. Productive people are able to focus on what’s important and make sure that they are using their time wisely.

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time management

5 Tips To Stay Ahead Of The Curve

By Tammy | April 30, 2022

Running an accounting firm is not easy, and oftentimes, not the most exciting. There are so many mundane, everyday tasks necessary to keep the business running. Tasks such as filing, billing, and data entry bog down a daily task list; they have to be done, but not by you! Hiring a virtual assistant can be a simple solution. But how do you know when to outsource? These five tips will keep you ahead of the curve by helping you sort through your tasks and decide what you can do and what you could be letting someone else do.

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lifetime learning

Lifetime Learning is Essential

By Tammy | March 28, 2022

There is one thing that is certain in life, and that is change. If you are like me, you embrace change because it is another chance to learn and gain something new. I am an avid learner, a lifelong student if you will. I learned early on that if you want to succeed, you must stay one step ahead, and the way to do that is through learning.

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Take action

How to Take Action on Your Plans

By Tammy | February 28, 2022

Do you have big plans for your life or your business, but aren’t quite sure how to get started? Don’t worry. You are not alone! Taking action is the hardest part of having plans! Kristen Rohde, a behavioral science professor, talks about the gap we all suffer between planning and doing. From changing circumstances to failing to plan, we all have our reasons for taking action.

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mindset traps, 5 mindset traps, how to escape a mindset trap

5 Mindset Traps You Don’t Know You’re Stuck In

By Tammy | January 31, 2022

The term “mindset trap” is used to describe the ways in which we limit ourselves by thinking about how things are done in the past, or how they should be done. Mindset traps are not always obvious, and definitely not easy to escape.

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Bookkeeping Tax Prep

Popular Bookkeeping Software: My User Experience

By Tammy | January 22, 2022

A brief comparison on four popular bookkeeping software programs based on my user experience, overall opinion, customer service experience and cost.

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personalized marketing

Personalize It!

By Tammy | November 15, 2021

When your clients are happy, they stick around. Studies show that having long term clients helps you build a trusting relationship which makes it easier to ask your clients for referrals and testimonials. A key ingredient to keeping your clients happy is through personalized marketing. And, in order for personalized marketing to be successful, you must first know your customer

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mood lifter

12 Ways to Improve Your Mood

By Tammy | November 3, 2021

We set our clocks back an hour this coming Sunday, and, if you’re like me, the shift back to standard time might leave you a little less than cheerful. I love Fall: sweater weather, vibrant colors of the leaves, eating pumpkin flavored anything, and not getting the strange looks, but I also love sunlight. Through the technology of Smart Home living, my living room lights are set to come on at sunset, and as it happens every year, they’ve been coming on a little earlier each night, and I can tell you that when it happens at 4:44 pm on Sunday, my mood will most likely go down with the sun!

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purpose success passion

Are You Living With Purpose?

By Tammy | November 1, 2021

Throughout history this quote or some version of it, has been used by many. Could this truly be the real secret to success? I certainly do not have the answer to that, but I know that I never feel like I’m working, and I love what I do! I sometimes feel guilty, wondering, am I working hard enough? I feel too good, too happy. I no longer have that toxic stress that plagued me so much in the Corporate world. And for that, I am truly thankful!

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time management

The Ivy Lee Time Management Method and Why It Works

By Tammy | October 26, 2021

Throughout the years, time management has accumulated many rules and tricks. As a result, there are many proven methods of time management techniques that we use today that appeal to your work type. For example, problem solvers and analytical thinkers may use the Pareto Analysis or the Time Blocking Method. Creative thinkers will do well with the Pomodoro Technique, while critical thinkers may thrive using the Eisenhower Matrix. But only one method boasts simplicity and has stood the test of time and efficiency: The Ivy Lee Method.

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