Discover the 10 common pitfalls that can drive clients away—before you even realize it. From unclear communication to rushing relationships, our guide helps you identify and fix the habits that might be costing you valuable business.

Gratitude in action: a heartfelt thank you for doing what’s expected—whether it’s completing tasks, meeting deadlines, or simply showing up with a great attitude. It’s the small acknowledgments that create big waves of appreciation

Is it time to realign your business for 2025? I’m taking a hard look at what I love doing, what I do best, and where I can bring the most value—now’s the perfect time to reset and head into the new year fresh and focused!

Finding joy in sharing knowledge isn’t always easy, especially with naysayers around. Learn how to embrace your work, manage the ‘yuckers,’ and empower others by staying true to what drives you.

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.

Learn from the "back-in boat guy" and master your ideal client strategy. Identify your ideal customer, understand their needs, know where to find them, and set your price to build a client base you love.

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.

Feeling overwhelmed by app choices? Explore the frustration of decision paralysis through a fun analogy of golf cart shopping. Learn practical steps to streamline your tech upgrades and avoid being bogged down by too many options.

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

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.

Join me as I speak and attend exciting upcoming events in the cloud accounting space! From webinars to conventions, I'll be sharing insights on practice management apps, Google tools for efficiency, and more. Don't miss these opportunities to learn, connect, and enhance your accounting skills with the latest technology.

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.

I read this review description for a business, and it has stuck with me. It wasn’t for a bakery. Or a restaurant. It was for a women’s clothing store. It made me want to find the store just to see what was so great about the customer experience that it could draw a review so sweet and delicious.

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.

But as I love to say (so much so that I have trademarked it) “Change is hard. Not changing will be harder.”

I am in the messy middle of a change, of a few changes, actually. I decided to hit myself up with honing my niche and all the required process updates, along with rationalizing two of my workhorse techs. I wanted to start 2024 off fresh, but I may have been a little ambitious.

The way we market our services is often “water bottling”. We have lulled ourselves into services that every bookkeeping and accounting firm provides. 

But what if you engage in some navel-gazing of yourself and your firm and figure out your unique qualities?

The Most Clicked on Articles From 2023 From The Cloud Accounting Resources Blog

I have blogged for more than a few years but what is fairly new to me, is my email campaigns. I didn’t think the effort-to-outcome ratio would make it worthwhile. I didn’t have a clear enough outcome of why I would send out emails. I wasn’t sure how to bring value to subscribers. And I was worried about being intrusive to people’s inboxes. Sound like you?

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!