FREE TIPS TO SIMPLIFY YOUR BUSINESS AND UNLEASH YOUR LIFE

You, Me and a Budget Spreadsheet

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 [...]

You, Me and a Budget Spreadsheet2017-01-23T21:18:04+00:00

5 Ways To Audit Proof Your Business

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.  [...]

5 Ways To Audit Proof Your Business2016-12-01T14:55:15+00:00

Who Taught You Business Basics?

Business is pretty easy.  I wish we taught accounting and finance basics in sixth grade.  Alas, I didn’t even learn how to balance a checkbook during my high priced stint at a private college for a Business Administration degree.  However, once I learned business basics – stumbling through our family business and with the help of great [...]

Who Taught You Business Basics?2016-12-01T14:55:15+00:00

How to Clean Up Your Payroll

I’ve spent a lot of time over the last 20 years helping people clean up financial messes.  The messy mess (the smelly smell for Sponge Bob fans) is payroll. Payroll entries are complicated.  There is the expense to you and the cash requirements and the amount you withhold, then submit, for payroll taxes for you and [...]

How to Clean Up Your Payroll2016-12-01T14:55:15+00:00

Are You an Accounting Rookie?

My rookie year… Once upon a time, I quit my real job (restaurant manager – good salary, benefits and someone to cover for me when I wasn’t around) and went to work for my husband, Hot Rod, in his contracting company. It was the dumbest decision I have ever made. It was hell. I left [...]

Are You an Accounting Rookie?2016-12-01T14:55:22+00:00

Build a Better Bean Team

The following story is true.  The names have been changed to protect the innocent.  If you think this story is about you…you are probably right. The Martyr and The Intimidator Leslie is the owner of a roofing company, a business she inherited from her father.  Back in the day, her father managed a small crew [...]

Build a Better Bean Team2016-12-01T14:55:24+00:00

Get to KFP! (A Known Financial Position)

If you were driving 80 miles an hour, in the dark, with your lights off, heading towards a cliff, would you like someone to yell, "STOP?" OK. Stop! Do you produce financial reports – the balance sheet and income statement – every week?  Do you analyze sales, costs, cash flow, and debt every week?  If [...]

Get to KFP! (A Known Financial Position)2016-12-01T14:55:26+00:00

Getting to KFP Exercise

You’ll be at a KFP when: You can generate Income Statement and Balance Sheet reports and trust that the information is current and accurate. You can go through the reports line by line, account by account, and understand what each dollar amount represents. You need a good accountant. Most accountants just prepare tax returns. A [...]

Getting to KFP Exercise2016-12-01T14:55:28+00:00