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July 25th, 2018 posted by David Finkel ( Advisor)

What would it look like if you followed a customer through their purchase and use of your product or service?  What would you learn?  Where would you have made their life harder, more complicated, less efficient? How about your internal processes?  What would you see if you followed a team member around as she completed []

July 24th, 2018 posted by Dominique Molina ( Tax Strategist)

When major organizations experience a data breach, it is front page news. However, these occasional reports don’t show the magnitude of the issue. Thousands of companies have security lapses every year, exposing your tax ID and other sensitive information to misuse. Even the IRS is not immune from the impact of identity theft. The annual []

July 19th, 2018 posted by Dominique Molina ( Tax Strategist)

Tax minimization strategies aren’t just for your wealth-building years. It is also critical to consider the taxes that could be assessed to your estate after your death. The cost of passing your wealth to beneficiaries can be shockingly high. Without careful planning, a lifetime of hard work and conscientious saving can be undone after your []

July 17th, 2018 posted by David Finkel ( Advisor)

Let’s face a plain fact: it takes a real investment of time, attention, and often money to grow your company’s bottom line. Knowing this is true, why then would you or any business owner casually throw away tens or even hundreds of thousands of dollars of easy profits every year? Think back over the past []

July 11th, 2018 posted by David Finkel ( Advisor)

Tired of turnover and bad hires? Here’s a simple 4-step system to know in advance if you’re about to make a terrible mistake (and how to make a much better hiring selection).

July 10th, 2018 posted by Dominique Molina ( Tax Strategist)

Entrepreneurs find success, because they have singular focus. They take an idea and turn it into a full-fledged business. When you are getting started, your energy is devoted to building – planning for your eventual exit is the last thing on your mind. However, the sooner you start thinking about succession planning, the more likely []

July 5th, 2018 posted by David Finkel ( Advisor)

Have you ever wondered how the world’s top entrepreneurs get so much done in their days? After all, they have the same 24 hour days and 7 day weeks, yet they consistently get so much more done in that time. I was recently talking with a friend who owns and still runs a $155 million []

July 3rd, 2018 posted by Dominique Molina ( Tax Strategist)

Accountants and tax preparation professionals are an important asset to your financial team. They ensure that your returns are completed accurately and filed on-time. However, during the busy tax season, they are limited in how much time they can spend exploring less common tax deductions and credits. This is where your Certified Tax Coach comes []