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Strategic Planning – It’s About the Balance
Goal and Metric Creation February 2012
Strategic Planning – It’s About the Balance

On a weekly basis I read about four to five different blogs, one of which is the Harvard Business...

An Accountant’s Guide to Goal Setting
Goal and Metric Creation February 2012
An Accountant’s Guide to Goal Setting

For those of you that missed our goal setting January 2012 Seminar, 'Make 2012 Your Best Year...

2012 – Business Lessons Learned from the Movie “The Lion King”
Goal and Metric Creation January 2012
2012 – Business Lessons Learned from the Movie “The Lion King”

I believe there are business lessons that we can learn from the movie "The Lion King". My kids are...

How Do I Forecast Cash Flow?
Budgeting and Cashflow December 2011
How Do I Forecast Cash Flow?

It's that time of year when companies are in the middle of budgeting and forecasting. One of the...

Estate Tax Deferral – Closely Held Businesses
Tax Ideas November 2011
Estate Tax Deferral – Closely Held Businesses

In today's post I will discuss a special estate tax deferral election that is available to those...

Should the U.S. Become More Like China in Regards to Business?
Tax Legislation November 2011
Should the U.S. Become More Like China in Regards to Business?

In a recent My Turn column in The Arizona Republic ("China is pro-business; U.S. should be, too"),...

How to Build a Realistic Budget for Your Business
Budgeting and Cashflow October 2011
How to Build a Realistic Budget for Your Business

Very few small to mid size businesses actually utilize a budget. I will discuss how to build a...

I’m Buying a New Business Car – What do I do? What are the Tax Results?
Tax Ideas September 2011
I’m Buying a New Business Car – What do I do? What are the Tax Results?

One common client question that I get asked frequently is 'I'm thinking about buying a new car –...

Good to Great Social Sectors – Fits the Private Company?
Goal and Metric Creation September 2011
Good to Great Social Sectors – Fits the Private Company?

I just had the opportunity to read Jim Collins' monograph "Good to Great in the Social Sectors." In...

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