Blog

Using Your Financial Statements to Improve Your Results

As a business owner the most useful tool to measure your success is your financial statements. First step is to have a system in place to ensure your financial information is complete, accurate enough to use and timely.
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Time to Savor Life Again

Sorry for the late publication—tax season took over my life. It seems like every year, I spend November and December preparing for it.
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Five Ways to Create Magic in Business

Magic, is defined as the art of creating seemingly impossible feats using natural means. This can occur in business when we deliver exceptional customer service by utilizing the company’s unique skills and personality for value.
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Providing Value in the Work We Do

As a business owner I feel it is my challenge to provide value in the work that we do, for the team and for the clients we serve. That value can be financial such as a paycheck or return on value for the price the clients pay us.
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Put Your Heart Into It

One of my values is “put your heart into it.” This time of year, my heart goes on a wild roller coaster ride. This is when a client must decide whether to sign an engagement letter. Most clients love us, which is an incredible high.
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Tax Changes are a Comin’

Yes, it is time to prepare your 2024 tax return. However, your future tax situation is becoming more uncertain—and not in your favor. As tax law currently stands, we will experience major tax law changes on January 1, 2026, that will increase your tax bill.
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How Unexpected Life Is…

Reflecting on 2024, the year brought several unexpected life events. There were more trips to Arizona than planned. The year began with my son John’s wedding to Alicia on December 31, 2023, in Peoria, Arizona—a beautiful evening of celebration.
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Is Your Business Financially Healthy?

We take care of things that I value. I take my car to the mechanic to keep it running smoothly. I have my furnace serviced every other year to insure heat during the winter. I exercise and watch what I eat to keep to improve my performance and to enjoy life.
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Winter Wonderland

Living in Green Bay, WI, we experience both the beauty and the stark reality of a winter wonderland each year. The sight of icicles hanging from trees is breathtaking. However, driving on sheer ice can also take your breath away—for entirely different reasons.
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