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June 22nd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

In a few weeks I’m going to be speaking at a one-day conference on scaling a medical practice in Tampa. As I was preparing for this event I started writing out my best suggestions to help a medical business refine and strengthen its core systems. What I realized was this methodology would apply to any […]

June 15th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

On a recent web enabled round table with 12 of my top business coaching clients we dived deep into the subject of developing your key staff members. What became clear that a big part of our job on our respective companies’ payroll was to develop our respective teams to grow as producers, team members, and […]

June 8th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

You know you need help to get even a fraction of your to do list done, but unless you have deep experience on how to best leverage the admin help you have in the office, often it feels like more work to get someone else to take things off your to do list. You say, […]

May 25th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

When you give lots of keynotes or public talks to business owner and entrepreneurial groups like I do you get hit with the same questions over and over. One of the most common questions I get is, “How do I increase my profitability?” It’s a great question. Here in one list are 30 simple strategies […]

May 19th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

One your key jobs as a leader in your company is to help your team, especially your direct reports, feel the progress they are making. All too often business leaders focus on all that’s left to be done, glossing over the very real victories and successes that their team has accomplished. This kills their team’s […]

May 10th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Based on the popularity of my earlier article, 10 Tips to Leverage Your Personal Assistant to Get More Done in Less Time, here is a list of 27 things you can ask your assistant to do. Organize your travel (including learning your travel preferences). This includes making all your travel arrangements, organizing all your flight […]

April 19th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Are you thinking of bringing in a partner? Or formalizing a strategic relationship? Here are seven of the most critical lessons to consider before you finalize the deal. Lesson One: Only bring on a formal partner if that is the only way you can gain the talent, resources, or other element from your prospective partner. […]

April 6th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

In my last article I shared three time-tested, broad-stroke strategies to protect company from fraud and embezzlement. Let’s dive deeper into the nitty-gritty details of financial controls. Here are the top 20 financial controls to safeguard your company and protect your bottom line. I’ve divided these powerful suggestions into four categories to make them easier […]

March 30th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Karl (not his real name) ran a successful medical group specializing in elder care in the Midwest. Smart and hardworking, Karl was like a lot of small business owners we know. He was focused on the operational side of his business, in his case the practice of medicine, and didn’t pay close attention to the […]

March 22nd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

What is your biggest time waster at work? Is it: Phone calls? Meetings? Email? Staff interruptions? If you are anything like the 353 U.S. business owners my company Maui Mastermind surveyed you’re likely answer is “email” (57%), followed by either “phone calls” or “staff interruptions” (tied at 17% each). Regardless of which of these four […]

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