30 September 2018

A simple way to energize your business

2022-08-07T16:12:15-04:00September 30th, 2018|Productivity & Goals|0 Comments

Start by creating (and sticking to) a schedule Do you use a schedule proactively to run your business? Or do you get to the end of the day and wonder where your time went? Not having a daily schedule causes lost time, wastes energy, and could lose you money. When you don’t have a game plan for prioritizing and completing tasks, you’ll find yourself easily distracted. And if you feel that your business is running your life, create and then stick to a schedule. Either before you leave work each night or in the a.m., depending on what works best for you, assess what needs to get done. But know that, because you’re proactively running your

24 September 2018

Grow your financial firm faster

2022-08-07T16:12:15-04:00September 24th, 2018|Teams & Groups|0 Comments

There are several advantages associated with guiding business owners and executives to grow businesses for twenty years. One is the ability to identify common obstacles as (or before) they surface and advise action that transforms circumstances into success stories. For the past twenty years, I’ve helped established businesses grow by $6 million and start-ups to quickly grow to the $100,000+ level—and everything in between. I founded Elevating Your Business in 1998 to specialize in working with financial advisors, planners and professionals who make their living by offering their services and expertise. Within these ranks I’m drawn to the challenges of team consisting of 1-20 employees or consultant.  This is also my own business model. The people

4 September 2018

Do you do this as an entrepreneur?

2022-08-07T16:12:15-04:00September 4th, 2018|2. Management|0 Comments

"I believe anything is possible. I see opportunity where others see impossibility. I take risks. I'm focused. I hustle. I know that nothing is unrealistic. I feel overwhelming love. I embrace my childlike wonder & curiosity. I take flying leaps into the unknown. I contribute to something bigger than myself. I create. I learn. I grow. I do. I believe it's never too late to start living a dream. I am an entrepreneur." - Unknown     What do you think of this quote? What does this quote mean to you? What have you done to make yourself successful? Let us know by commenting below. If you would like a copy of this quote in a

13 May 2018

Women Business Owner Special

2022-08-07T16:15:27-04:00May 13th, 2018|Teams & Groups|0 Comments

(Men, I will host a similar sale for you the week after Father's Day, so get ready!)   Happy Mother's Day to the many business mom's I'm connected with on social networking, on my email lists, and who read my blog.  And to women like me, without children who are nurturing, loving women business owners. Schedule a one-time, fifty minute consultative-coaching call with me to discuss your business, at a special rate. Receive specific recommendations and resources to help you solve your most pressing business hurdle(s).  You bring your questions to the call. Get my 40 years of business experience, 20 years from Wall Street Executive  and another 20 years as a (service) Business Owners.  Pick my brain, ask

4 May 2018

Choosing the Right CPA, CPA-PFS, or EA for Your Firm

2022-08-07T16:15:27-04:00May 4th, 2018|Leadership|0 Comments

Certified Professional Accountants (CPAs) are more than just individuals who do your yearly taxes. They can advise you on a long list of finance and business issues. Some CPAs are also Personal Financial Specialists (PFS™). They are advisors with additional experience, education, and certification that set them apart from other CPAs. Additionally, if you're looking for a tax professional, Enrolled Agents (EAs) may be what you need. An EA is a federally authorized tax advisor, empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. CPAs are part of a business owner's core professional team along with a banker and lawyer (and I hope

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