Category archive: Blog

How to Escape the Time For Money Trap

You know the problem with this time of year? We’re exhausted, burned out and need a break. And most of us finally take a few days off post 4/15. It’s great, right? Just one problem. When you make your money from selling time – taking time off has a cost. Trading time for money is…

Getting Paid Sooner – Fast Tips For a Smoother Tax Season

Have you ever met this guy before? He’s the one who turns everything in, but won’t return your calls when it’s time to come in, pick up his return and pay your bill. He also moonlights as the guy who turns it all in during tax season, but fails to get you that missing info…

Fast Tips For a Smoother Tax Season – Managing Expectations

You know the drill, they take until March 14 to FINALLY give you the stuff, and expect everything to be filed the next day.  You never want to be hounded by clients expecting something you can’t possibly deliver. Here are some simple, fast steps to manage your clients expectations – it keeps them off your…

A Single Idea to Save Your Clients Thousands This Year

Having just one powerful idea that saves your clients LOTS of money each year can give you the value you need to charge premium fees. The funny thing is, these tax breaks belong to your client – but they may not be getting them. This allows you to swoop in, recommend a few tweaks and…

How to Save Your Clients Over $2 Million in just 90 Days!

Do you know how much you are saving your clients each year on average? Is it close to $33,125 each year? Your clients can take that money and use it for lots of other things, and that makes them HAPPY WITH YOU! Meet Certified Tax Coach Shauna Wekherlien. Shauna became certified in tax planning in…

21 Day Challenge Day 1

Welcome to the 21 day challenge!  Registering for the challenge is a smart move, but only a small percentage of the commitment if you want to make December your biggest cash flow month of the year!     To start out this challenge right, you need to be intentional with your efforts and MAKE THE…

Social Security Benefit Questions

I want to thank CPA Academy for inviting me to share my knowledge of Social Security benefits with their community.  During the webinar the participants brought up some really important questions and while I’ve responded to every question via email, I also wanted to make sure to make my answers available here as well. Feel free…

Staff Bleeding You Dry??

The problem today is it seems nearly impossible to find and retain qualified, irreplaceable staff to actually HELP you in your business. Since it is all up to you to ensure that everything is right at work, you are completely limited in growing and shaping the business into what you want it to be. Here…

How to Protect Your Client’s Retirement

Income taxes are one area where your clients can make a substantial number of mistakes when planning for retirement. Many individuals, financial advisors included, do not have the knowledge or training necessary to do this correctly. Thousands of dollars may be forfeited in this way, resulting in a lower standard of living for your clients….

Paperless Office

I must admit, when it comes to a paperless office – I’m the worst offender. There’s something about touching, highlighting, creating dogears, and flipping the pages that provides a level of comfort. When I saw this video, I knew that we could never be 100% paperless. Please let me know I’m not the only one…

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