Financial statements can seem like a maze of numbers and jargon to the uninitiated. They are, however, a treasure trove of information for those who know how to decipher them. Understanding financial statements is not just for accountants or financial analysts. It’s a crucial skill for anyone involved in business, from aspiring entrepreneurs to seasoned…
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In today’s fast-paced world, businesses often focus on metrics, growth, and scalability. Yet, beneath the surface, the true backbone of any successful enterprise lies in its community connections. Small businesses, in particular, thrive when they establish meaningful ties with the people they serve. These connections not only foster trust and loyalty but also create a…
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Our owners, Lisa and David Burdick were recently featured in a local newspaper. They had the opportunity to share about the benefits of bringing their combined talents to the business. There are some great tidbits about what drives our founders and why they do what they do. They met with local writer Lauren Lutz. They…
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How to Pick the Right Accounting System for your Business Choosing the right accounting system is a critical decision for any business. It can significantly impact your efficiency, growth, and overall success. But how do you navigate the myriad of options available? How do you ensure the system you select aligns perfectly with your unique…
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Setting SMART goals is a powerful way to ensure that your objectives are not only clear but also actionable. By following the SMART framework, you can create goals that are specific enough to provide direction, measurable to track progress, achievable to maintain motivation, relevant to align with your business strategy, and time-bound to instill a…
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What are Managed Services As opposed to a break-fix approach, Managed Services provide a cost-effective support model for businesses of all sizes. Managed services can be used in conjunction with your IT professional or as your own dedicated IT staff. As your business grows, so does the time required to support the hardware and systems…
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There are many Managed Service Providers (MSP) available to support your business. We too, offer managed services to our clients. Managed services are one of the key services that we offer our clients and it fits into our service model and can offer both a strong benefit and savings for our client. The Secret about…
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As business owners, we understand the numerous tasks and decisions encountered on a daily basis. I cannot tell you how many times we have seen the best intentions buried by the daily responsibilities of running a business. As businesses grow, change, and deal with staffing challenges they can often lose sight of optimized ways of…
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How To Easily Allow Your Team to Track their Expenses in QuickBooks Online Recently, Intuit introduced the QuickBooks Expense Claims feature for QuickBooks Online (QBO) Advanced users. This is a great feature to enable employees to be responsible for their expenses. Using this feature from your smartphone allows receipts to be scanned and noted immediately…
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Who We Are Our primary focus is working with our clients to help them succeed. While not always easy, we have a simple process to help introduce business owners to a better model for success. Our founders, Lisa and David, have extensive expertise associated with starting, owning, managing, supporting, and growing a business. In addition…
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