21 November 2016

10 Tips to Turbocharge Your To-Do List

2022-08-07T16:15:42-04:00November 21st, 2016|Productivity & Goals|0 Comments

You have a to-do list, right? Despite your list (and your best intentions), do you often haphazardly start your working day? When it’s a miserable Monday, terrible Tuesday, or overwhelming Wednesday, your to-do list probably gets shoved aside as soon as you slide into your office chair. Obviously, a to-do list alone does not make you more organized. Organization, efficiency, and time management are big concerns for all my business coaching clients. I try to model what I teach. As a result, people often ask me how I have the time to do everything I do. When I worked on Wall Street, I created my to-do list for the next day before I left work. The

17 November 2016

Seeking Bookkeeper, Brooklyn NY

2022-08-07T16:15:42-04:00November 17th, 2016|Teams & Groups|0 Comments

This position is physically located in Bay Ridge Brooklyn. LOCAL BOOKKEEPERS PLEASE APPLY. We will not answer correspondence from bookkeepers who prefer working virtually. Currently taking applications. JOB SUMMARY: This position requires a knowledgeable bookkeeper, familiar with QuickBooks desk top edition well, has an understanding of basic accounting principals, is Internet savvy and enjoys a challenge each month.    If you prefer consistency  in tasks, you'll find this position too frustrating, so please do not apply. Position involves bookkeeping with quarterly journal, reconciliation,  and quarterly state sales and income taxes, etc.   No federal income tax preparation. We are a small business who sells both services and products with sales tax.  Average number of hours per month

20 September 2016

Advisors: Are You Using These Systems for Growth?

2022-08-07T16:15:43-04:00September 20th, 2016|2. Management|0 Comments

As you look at how you’re operating your business, look for opportunities to save time and money. Often, we are too close to the processes we follow, but by writing them down, we can see the places where we’re lacking in time or money. Writing procedures helps firms to be more efficient and profitable. Systems make the flow of a task easier and more effective. Very often, as I help clients write a procedure, I start to see a better way to do what they’re doing. But we don’t make any changes until the process is written. When we write procedures we often learn first-hand how efficient or inefficient they are. And while it’s possible you

13 May 2016

Get three essential business tools (free)

2022-08-07T16:15:45-04:00May 13th, 2016|2. Management|0 Comments

Get 3 no-cost essential business tools (free) to start the move from having your business run your life by default to you running it by design! The two assessments fall under the first important step of any client acquisition system -- Reflection (ergo: Assessing Where You Are Right Now). The webinar falls under the step of -- Exploring (as in actively looking at the possibilities for next year, your exit and somewhere in between). These no-cost assessments continue to be available to you and (hopefully) will become a part of your firm's yearly "business planning week", too. They give you, the owner, access to these essential foundational business growth tools that help you look at your

21 April 2016

Systems Create Space To Grow

2022-08-07T16:15:46-04:00April 21st, 2016|Leadership|0 Comments

Routines make life easier and more predictable. Creating routines in your business do that and so much more. Below are some benefits advisors gain when they create systems within their business. Keeps you on track to reach your business goals. Measures your successes or look for ways to improve. Shows you where you're leaking profit! Enables you to be more productive and get more work done without distraction or if there is a distraction to more quickly refocus! Helps your team to define their roles and set better goals and priorities. Catch work that is falling through the cracks. Enables you to maintain growth. Improves the value of your firm. Substantially saves new employee training time.

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