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Accounting Software – Update it Regularly

Accounting Software – Update it Regularly

  • Agency News

Why business owners should regularly upgrade their accounting software Many business owners buy accounting software and, even if the installation goes well, eventually grow frustrated when they don’t get the return on investment they’d expected. There’s a simple reason for this: Stuff changes. Technological improvements are occurring at a breakneck…

Put Your Successor in a Position to Succeed

Put Your Successor in a Position to Succeed

  • Agency News

Business owners: Put your successor in a position to succeed When it comes time to transition your role as the business owner to someone else, you’ll face many changes. One of them is becoming a mentor. As such, you’ll have to communicate clearly, show some patience and have a clear…

IT Strategy

IT Strategy

  • Agency News

It may be time for your company to create an IT plan Many companies take an ad hoc approach to technology. If you’re among them, it’s understandable; you probably had to automate some tasks before others, your tech needs have likely evolved over time, and technology itself is always changing….

A Successor in your Transition Plan

A Successor in your Transition Plan

  • Agency News

3 Hot Spots to Look for Your Successor Picking someone to lead your company after you step down is probably among the hardest aspects of retiring (or otherwise moving on). Sure, there are some business owners who have a ready-made successor waiting in the wings at a moment’s notice. But…

Bring Your Kid To Work Day

  • Agency News

On Thursday, April 27th we hosted 16 precious children. None have said they want to be accountants when they grow up!? They participated in group games and activities that demonstrated leadership, teamwork, accountability and learning their strengths and latent talents. #countonme

Great Customer Service Experience

Great Customer Service Experience

  • Agency News

How can you take customer service to the next level? Just about every business intends to provide world-class customer service. And though many organizations claim their customer service is exceptional, very few can back up that assertion.  Once a company has established a baseline level of success in interacting with customers,…

Banking Relationships Are Important!

Banking Relationships Are Important!

  • In the News

Choosing the right banker or lender It’s easy to think of lenders as doing your company a favor. But business financing relationships are just that: relationships. Yes, a lender has the working capital you need to grow. But a stable, successful business represents an enormously beneficial opportunity for the lender…

Insurance and Your Succession Plan

Insurance and Your Succession Plan

  • In the News

Consider key person insurance as a succession plan safeguard In business, and in life, among the most important ways to manage risk is through insurance. For certain types of companies — particularly start-ups and small businesses — one major threat is the sudden loss of an owner or hard-to-replace employee….

Retirement Plan Loans and Interest Rates

Retirement Plan Loans and Interest Rates

  • In the News

Retirement Plan Loans – Do you Offer them? Be sure to set a reasonable interest rate Like many businesses, yours may allow retirement plan participants to take out loans from their accounts. Such loans are governed by many IRS and Department of Labor (DOL) rules and regulations. So if your…

Company Dashboard

Company Dashboard

  • In the News

Don’t make hunches — crunch the numbers Just as a car dashboard gives you a snapshot of the how your car is doing, we recommend that all business owners have a company dashboard with important metrics that are accessed regularly.  This vital tool will help business owners make major decisions by…

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