Archive for August, 2011

Build a Business, Not a Job (2nd Edition)

August 25, 2011 @ 2:40 pm posted by Amanda Han CPA ( Tax Strategist)

Today I wanted to share with you the chance to get a complimentary copy of one of the best business books I’ve read in quite some time. Obviously all of you know David Finkel because he is one of the main contributing experts to the eletter. David is also a Wall Street Journal bestselling  Continue

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4-Step Action Plan to Get Past Level One Business ASAP

August 24, 2011 @ 3:37 pm posted by David Finkel ( Advisor)

Today I wanted to talk directly with those of you who are in “start up mode” and share with you a simple, 4-step action plan for any Level One business to get to Early Stage Level Two as quickly as possible. Step 1: Clarify your basic business idea. Let’s say you’ve been dreaming of your  Continue

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8 Sales and Marketing Questions Every Business Owner Must Ask

August 11, 2011 @ 2:23 pm posted by David Finkel ( Advisor)

What are your most effective systems for generating new leads for your business? E.g., referral relationships; online advertising; affiliate program; social media; display advertisements in industry journals; trade shows; etc. How could you scale up the best of these systems to bring in more business? E.g., establish clear tracking to ensure you know which leads  Continue

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A Powerful Tip to Organize Your Systems-Organizing Around Workflow

August 9, 2011 @ 6:14 pm posted by David Finkel ( Advisor)

Listen in on how to organize your master system of all your systems around your workflow. Includes two concrete examples of when it’s best to organize by function (e.g. Sales; operations; etc.) and when it’s best to organize another way (E.g. by client; by property; by project; etc.) Listen below: A Powerful Tip to Organize  Continue

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3 Quick Business Owner Case Studies to Make You More Successful

August 5, 2011 @ 1:34 pm posted by David Finkel ( Advisor)

Do you believe that success leaves clues?  Then you’re going to love reading three, QUICK business owner case studies to help make your business more successful. Each story is fast and to the point and shares a single essential core lesson.  This is one of the best parts of the Maui community – the opportunity  Continue

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Who is a Dependent? It Depends!

August 2, 2011 @ 7:04 pm posted by Amanda Han CPA ( Tax Strategist)

This week, we wanted to share with you a question that we have been getting quite frequently over the past several years. The question relates to: Who can I claim as my dependent on my tax return? But before we get to the “who”, let’s talk about why this is important. I think most people  Continue

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