In life and business, running uphill builds strength, while walking downhill lets you enjoy the view—balance is key! Whether you're powering through challenges or slowing down to see the bigger picture, finding the right pace is essential for growth and success.

Choosing the right practice management app can be overwhelming—Discover the top eleven must-have features in a practice management app for your accounting or bookkeeping firm. From custom fields and email integration to native automation and workflow templates, this list will help you streamline operations and bring efficiency to your day.

I am big on change; I am always iterating on my business models, app stack, systems and processes - so, of course, that means there are trials along the way.

Navigating the aftermath of Hurricane Ian has been a journey filled with challenges and small victories. And as I always say, "Change is hard. Not changing will be harder." This experience has reinforced that mantra, showing how embracing change, even when it's messy, ultimately leads to growth. Through the ups and downs of rebuilding, we've learned that adapting to the unexpected is key to moving forward.

Reflecting on my recent post about being "busy," I want to address those who feel overwhelmed by unavoidable commitments. While my tips aim to help manage controllable aspects of busyness, I empathize deeply with those facing unavoidable demands and hope to offer some understanding and support

Are you truly busy, or is it just a mindset? Explore why people identify as "busy" and find practical tips for organizing tasks and managing time effectively. Discover strategies to streamline to-do lists and reduce the feeling of being overwhelmed.

Struggling with tasks you dislike? Learn how focusing on services you love can streamline your workflow and boost efficiency, transforming your workday into a more enjoyable and productive experience.

Getting started on tasks is often the hardest part, but finishing something is the second hardest. Here are six simple steps to help you finish your everyday tasks efficiently, freeing up your time and headspace.

I see businesses who spend countless hours playing with technology, yet they haven’t honed their processes and workflows. I’m not saying not to have fun with technology - in fact, I think fun in the workplace is underrated. But don’t lose sight of the fact that technology will not help you achieve your business goals if you haven’t nailed down the basics of your business techniques.

Businesses can streamline the purchase process by creating online payment links. It is a super simple system to set up, and sharing the links is easy. You can use them for any type of online purchase or provide a payment process without manually creating invoices.

We work for our clients, but unlike many businesses, we need to collaborate to accomplish things. It’s not like many businesses where the interactions are transactional. Without cooperation on shared tasks and clear communication, we can not complete our work for them, and our workflows will remain incomplete, which is super frustrating.

I have discussed five key considerations for getting started on building your workflow, but they are scattered in posts here and there. In this post, I will consolidate five of my thoughts on workflow design and optimization.

I bet you are thinking, “Why are we discussing checklists? That seems like a pretty rudimentary topic?”

Yeah, um…no… 

Checklists are the basis for all our work.

If people don’t love using an app, they simply won’t use it to its fullest - or perhaps not at all.

User Experience (UX) and User Interface (UI) are essential considerations in deploying and embracing technology.

Running a successful business means email communication runs rampant. But what if there was another way? A way to run your business so that it doesn’t require your inbox to overflow with to-dos constantly? Would you do it? I would hope so!

My friend ChatGPT listed a few other reasons why we don’t delegate. These aren’t my reasons, but for those of you who are like me and aren’t delegating some of the silly things we should, they may resonate.

• Lack of trust

• Perfectionism

• Lack of delegation skills

• Fear of Repercussions

• Lack of Awareness

• Insecurity

• Perceived Costs

Oh, dear!

It may not look like it, but our golf-cart-child-wagon combo is heckishly convenient and fun for small jobs - and for my doggos - they love a golf cart ride. Heck, who doesn’t love a golf cart ride⁉️

But it’s not the most efficient setup for actual yard work. It is simple for small one-off jobs like taking away downed twigs and garden debris. Quick, no fuss, toss a bag of plant material in the back and off we go simple.

AI and automation are getting all the glory right now. They are amazing for productivity; there’s no doubt about that.

But our apps' batch (bulk), filter, and sort features rarely get their moment in the sun. Individually or a combination of them is one of the things I look for when choosing new technology.