Three Costly Accounting Mistakes to Avoid

Three Costly Accounting Mistakes to Avoid

Small business owners have a lot on their plates and accounting mistakes can happen. Time simply does not allow you to become an expert in all the areas required for running a business. Here are a couple of common accounting mistakes that we see all the time....
Creating an Annual Financial Action Plan

Creating an Annual Financial Action Plan

If you’re like most of our clients, you’re taking some time in Q4 to look at your financials and set goals for the coming year. Financial fitness doesn’t happen overnight and you can’t think your way into a healthy place. It takes action. And small business financial...
When to Start Your Profit First Journey

When to Start Your Profit First Journey

You’ve heard the saying that there’s no better time to plant a tree than 20 years ago. And the next best time is right now. That holds true for so many parts of life and business. The best time to quit smoking, eat better, start exercising, save for retirement… You...
Who is on Your Business Money Team?

Who is on Your Business Money Team?

There can be a lot of confusion around who should be on your business money team and their roles (including your role as the business owner). But without a solid team, you may feel confused about your finances–which is never a good feeling. No matter how long...
Use Your Summer Slow-Down Wisely

Use Your Summer Slow-Down Wisely

As the days grow warmer and people start taking vacations, wellness businesses often take a hit. Therapy slows down and people opt for outdoor workouts instead of the gym. Hopefully you’re prepared for the financial slowdown that comes with seeing fewer clients. That...