Planning

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Growing your way into bankruptcy

By Anna Masker In standard4th May, 2017 Growing your way into bankruptcy

“PAUSE, PAUSE, PAUSE!!!” I was yelling at the remote and pushing every button.  I had somehow put the TV show my husband and I were watching  in fast-forward mode.  Exasperated, I tossed the remote to my husband who deftly found the pause button and stopped the madness.  After he stopped laughing, he revoked my remote

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It’s more than flipping a switch

By Anna Masker In standard21st April, 2017 It’s more than flipping a switch

“It can’t be THAT hard…”  That was the unspoken message my prospect was giving me over the phone. I knew where this was heading. It was leading to a “thanks, but we can do it ourselves” conversation.  I knew it would have taken them a lot longer, a lot more energy, and a lot of trial and error

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The miraculous multiplying dollar

By Anna Masker In standard15th March, 2017 The miraculous multiplying dollar

The math wasn’t working out.    Our client just relayed to us what he was going to do with the profits of the large account they just landed.  But when we added up how he was going to divvy up the profits, he basically was spending the same $100,000 six times over.    We call

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Why we don’t recommend QuickBooks Online – PART 1

By Anna Masker In standard2nd March, 2017 Why we don’t recommend QuickBooks Online – PART 1

QuickBooks Online. It’s beautiful concept: your financials at your fingertips. It’s mobile. It’s sleek. …but we don’t recommend it for our clients. Here’s the thing… once you pull back the curtain on the mega-marketing campaign that Intuit is putting against QuickBooks Online (QBO), you’ll find a software that falls short on important features. Do we wish we could

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Are you missing revenue opportunities?

By Anna Masker In standard3rd February, 2017 Are you missing revenue opportunities?

I was running into the grocery store to “pick up a few things.”  I bypassed the carts and picked up a hand basket and headed in, armed with my small list of 5 items. Fifteen minutes later, my “few things” turned into an overflowing basket that weighed 30 pounds. As I stood in the aisle

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Getting butts in seats

By Anna Masker In standard12th January, 2017 Getting butts in seats

“Sooo busy…” “Swamped” “Crazy.”   Ask any entrepreneur how things are going, and rarely will you hear a zen response like ” I have peace and balance in my life, and am fully fulfilled.”  Rather, you’d likely hear one of the responses above.    In the tumult of daily business life we are often running…

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WHEW!!

By Anna Masker In standard4th January, 2017 WHEW!!

Whew! Whether you are breathing a sigh of relief that you can put a dismal 2016 behind you or breathing a sigh of gratitude for the break the holidays provided from your record-breaking year, the start of the new year is a good time to pause and reflect on the good and the bad of the previous

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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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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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