Tax time can reveal more than liabilities—learn how to turn tax insights into growth strategies. Mark, a managing partner at a professional services firm, used to dread tax season. Not just because of the looming IRS deadlines—but because it reminded him how little clarity he had around his firm’s profitability. Last year, Mark saw his…
How one Boomer business owner turned tax season into a breakthrough moment. Every spring, Greg—owner of a third-generation contracting business—dreads tax season. It’s a reminder of how much he pays out and how little seems to change. But this year, he did something different. After filing, Greg sat down with his advisor and pulled out…
Clear out what’s holding you back and plant seeds for fresh growth. Sarah, the owner of a boutique accounting firm, had built her business on referrals and traditional marketing. For years, it worked. But recently, she noticed a troubling trend—client inquiries were slowing, competitors were offering new services, and her revenue was plateauing. At first,…
Ever had a love-hate relationship with your financials? Sally did. Sally runs a successful professional services firm. Smart, driven, and really good at what she does—but when it came to her numbers, let’s just say she treated them like a bad first date. Avoided them. Misunderstood them. Maybe even feared them. She used to glance…
Passion for your business is a powerful thing. It gets you up in the morning, keeps you grinding through the tough times, and makes the wins feel even sweeter. But passion alone won’t grow your business—at least not in the way you need it to. Take Mike, for example. Mike owns a manufacturing company that’s…
Most business owners think growth requires nonstop effort. What if it didn’t? The grind. It’s the badge of honor for most business owners. Yet, more hours don’t always equal more profit. What if you could achieve profitability without burning the candle at both ends? Here’s the good news: it’s possible. By making small, strategic shifts,…
January is here, and with it comes the opportunity to reset, refocus, and set the stage for a profitable year. Whether you’re coming off a strong Q4 or looking to recover from a challenging year, now is the time to act. By starting 2025 on a solid financial footing, you can position your business for…
Running a business is no small feat. It’s a relentless push to grow, adapt, and stay ahead. But what happens when the numbers don’t add up, and the path forward feels hazy? For bold, ambitious, and confident business owners—especially Baby Boomers and Gen Xers—financial confusion can feel like a betrayal of your own success story. …
As a small business owner, every dollar counts. Unfortunately, many businesses unknowingly have profit leaks that can drain their bottom line. Let’s discuss five common profit leaks and provide actionable steps to plug them up and not let a drip become a flood! 1) Poorly Managed Expenses Uncontrolled spending on unnecessary expenses can erode your…
Let’s be honest. Building a business is not for the faint-hearted. It’s like wrestling a bear every day, and just when you think you’ve got it pinned, the bear doubles in size. The daily grind leaves you juggling numbers, nurturing growth, managing a team, and—oh, let’s not forget—turning a profit. It’s a hero’s journey, and…
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