Organizing Tax Information in 4 Easy Steps
Organizing tax information does not have to be stressful or chaotic. Start separating out the information you know you will need to file your taxes this year. Tax statements and reports from employers, charities, financial institutions and investment brokers have...
Get Shipshape With Clear, Written Processes and Procedures
Know that term “shipshape?” Well, I saw it, literally, in action last month when I took a holiday cruise. I was fortunate to be able to go on a tour of the ship’s kitchen to see how they produce an incredible amount of meals. What I discovered is...
Setting Goals for the New Year to Boost Productivity
‘Tis the season to talk resolutions, but I would rather skip the resolution talk and focus on goals. Studies show that one is 1.2 to 1.4 times more likely to accomplish a goal that they have vividly described in writing. Furthermore, the...
Annual Review: Answer 3 Simple Questions to Plan for 2019
It is time to do an annual review our 2018 accomplishments and challenges. This is the time of year when many of our clients, co-workers and team members are out of the office. I encourage you to use the slower days of the year to reflect on your 2018 successes,...