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The Learnings are in the Gaps

By Anna Masker In standard16th December, 2016 The Learnings are in the Gaps

“The learnings are in the gaps!”  I exclaimed. My team looked puzzled.  We were having an internal meeting, talking about how to explain to the client the value of (and the difference between) P&L Projections and a Business Plan.  We get it.  To us, it’s a no-brainer, a slam-dunk, a need-to-have-to-run-your-business, type of investment.  But,

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Another November Surprise: Federal Court Blocks New Overtime Rule From Going Into Effect

By Anna Masker In standard9th December, 2016 Another November Surprise: Federal Court Blocks New Overtime Rule From Going Into Effect

This week we’ve asked Lisa Fried-Grodin, an attorney with Meyers Fried-Grodin LLP to be our guest blogger and give us some insights into the changing situation with the new overtime laws. Another November Surprise: Federal Court Blocks New Overtime Rule From Going Into Effect By Lisa I. Fried-Grodin Today, the United States District Court for

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Bye-Bye Bookkeeper, Your Job is Becoming Obsolete

By Anna Masker In standard30th November, 2016 Bye-Bye Bookkeeper, Your Job is Becoming Obsolete

I’m just going to say, I’m glad we offer advisory and other services outside of bookkeeping, because if I were a straight-up bookkeeper today, I’d be seriously concerned about my job. That’s the message I took away from a recent accounting conference I attended after first-hand discussions with various technology providers exhibiting. Technology is making

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Death by DIY

By Anna Masker In standard17th November, 2016 Death by DIY

The client called me almost 6 months after we had originally spoken.  They had chosen to take our suggested solution and implement it themselves, saying it was cheaper to do it in house rather than to hire us. Six months later, what they had was a bigger mess than what they started with.  Unfortunately, they

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Are you “flying blind?”

By Anna Masker In standard11th November, 2016 Are you “flying blind?”

Often, we speak to business owners who feel they don’t have clear visibility on their numbers or what drives their businesses’ performance.  Time and again they use the same phrase…”I’m flying blind.” Normally these are businesses that are struggling in some capacity, whether it is managing cash flow or profitability, or trying to understand what’s

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Squirrel!!!

By Anna Masker In standard3rd November, 2016 Squirrel!!!

It’s conference season for me.  I’ll admit, at these conferences I’m like a kid in a candy shop. It’s the new technology that gets me excited, and there are so many new developments even since last year, it’s unbelievable. I find myself saying again and again, “oh, we could use that…” or, “our client would LOVE

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Spooked by Risk?

By Anna Masker In standard24th October, 2016 Spooked by Risk?

There was once a time that my kids hated the scary characters roaming the street on Halloween.  They would give every ghoul or goblin a full 6 feet of clearance as we passed, and would cling to my hand a little tighter.    I miss those days.   Now my kids are all over Halloween,

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Pay attention to Project Velocity

By Anna Masker In standard13th October, 2016 Pay attention to Project Velocity

Here’s a common scenario:  You are in your post-project wrap up meeting.  The team finished the project under budget and within the allotted hours.  The client is satisfied with the work and everyone on the team starts congratulating themselves on a “job well done.” Except no one mentions that the project took 3 months longer

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Managing by Matching

By Anna Masker In standard29th September, 2016 Managing by Matching

Sometimes when we do our monthly reviews with clients, a theme appears.  This month it was matching. Matching means making sure that revenues and expenses are matched in the same period.  In layman’s terms it simply means if you invoiced a client for work done in that month, you want to make sure all the

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What’s in your playbook?

By Anna Masker In standard23rd September, 2016 What’s in your playbook?

It’s football season, and with it comes the donning of team jerseys, trips to football stadiums, and Monday-morning quarterbacking. It got me thinking about team playbooks.  Guarded like gold, and critical to a team’s success, a player wouldn’t be allowed on the field without having memorized all the plays. Yet, many businesses operate every day

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