You get a tablet! You get a tablet! At Zoom, now every team member has a tablet. On it: The Operations Manual. The Price Book. How To Videos. Invoicing and Payment Collection. The Top Projects Lists and updates. The Scorecards. Testimonials and Job Evidence Manuals. Access to the internet, videos, Google apps, email, texting…whatever they [...]
Budgeting. UGH. I call it the "B Word" because so many people are resistant to the word BUDGETING. Nobody wants to Budget, right? Budgeting is all about deprivation and doing without. It's like...gulp...dieting. Budgeting doesn't have to be a soul-sucking, frustrating experience. The way I teach it is fun, easy and powerful. From Main Street [...]
“What’s the point of setting financial goals? I have no idea what will happen each day for sales. Unexpected expenses crop up all the time, too. If it’s just a ‘guess,’ then why bother?” That’s what one of my clients just shared with me. I appreciate his candor and [...]
Anthony and Rose joined me and Shauna (aka Sha-nomenal!) and the Phenomenal Team at Howard Partridge's Inner Circle program in Houston. There, we hosted the FUNomenal Financial Blast. Owners from 21 companies cleaned up their financials, crunched budgeting numbers, determined selling prices and explored the Financial Quick Check report. Super Nerdy Fun! And powerful [...]
Yikes! Your wife (husband, parent, kid) may be keeping you from making money!
Recently, I chatted with Monaica Ledell of MommyBreadwinner.com about what it takes to be successful in business. We agreed that a winning business of your own can expand peace, prosperity and freedom. It can also help make the house payment and pay for dance lessons. Here’s the interview. Lots of tips and a few rarely shared [...]
Wow. It is the 10th annual A.G.E. Business Planning Retreat. Al Levi, Gail Gudell and I have met every year since 2004 to review our respective business plans. It’s our time to reflect and recommit to our highest intentions. This year we met at Al’s place in Scottsdale, [...]
Does it make you cringe to think about imposing the formal structure of an Organization Chart on your small shop? Fear not! The Organization Chart can be a wonderful tool. Recalling my many, many jobs, I can count on three fingers the number of times I actually knew for what I was responsible and to [...]
Sob! My favorite thing to do is Ride Along with team members. I love to put on the Super Hero costume and hop in the truck. I am not very technically skilled – massive understatement! – however, I try to help by carrying things and being entertaining on the job. Recently, I was all dressed [...]
Imagine…you discover the certified letter in your mailbox from the IRS, announcing you have been selected for an audit. No worries! Once upon a time, I made a “Slinky-knot” mess out of my QuickBooks™ file. Fear of an audit – and a growing pile of unpaid bills – encouraged me to get it sorted out. [...]
