CPA or CFO—are you planning ahead
It feels like every decision is do or die. No pressure. You’ve taken over your family business and you’re eager to grow it, boost revenue, and build the future you envision. ...
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Your company shouldn’t need you
You’re selling your business. That doesn’t mean you have to sell your pride along with it. I understand the decision to sell your business outside the family wasn’t an easy one. I chatted with Dave Whitwell, a CFO and trusted friend of mine from whom...

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Landslide in Your Ego
This blog was inspired by a U2 lyric.*You’re a reluctant CFO. Every month, you cringe as you open up QuickBooks. You do what you can—input numbers here and spreadsheets there. While you can keep track of employee utilization and your business’s cas...
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The Single-Touch Rule
It’s Monday morning and your inbox is already overwhelming. You skim an email but decide to deal with it later. Then you fast forward to the end of the day, and that same email has been opened and closed multiple times, each revisit adding to your ...
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Own your “no” power
Confidence is attractive. Which is exactly why you need it. You’ve probably faced moments in your business when you said, “That’s not quite our strength, but we can figure it out” to win a contract. Saying no exudes more confidence....

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Learn marketing in 3 months
Say yes. Figure out the details later. This is how Richard Branson,* founder of the Virgin Group, has spent his life making his dreams a reality....
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You're professionally pissed at your marketing.
You’re professionally pissed.It’s another month, and you are still not seeing any results from your marketing.The KPIs your marketing team put in place don’t seem to be moving.Traffic? Stagnant.Email open rates? Below target.The marketing leads in yo...
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From Noise to Noteworthy: Mastering Your Marketing Trumpet
At first, it’s like an elephant is trying to whisper. Anyone’s first attempt at playing the trumpet is more than loud and quite obnoxious to those around you. It takes years, or even a lifetime, to get those smooth, crisp tones to come out of that br...

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This Mindset is Holding Back Your Marketing
You keep case studies vague.You always avoid step-by-step tutorials.You keep your strategic process off your website.Because you’re afraid of giving away free consulting.But that’s a trap, the scarcity mindset, and it’s holding back your marketing....
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Abundantly Share Your Knowledge
Marketing is a rising-tide-raises-all-boats mindset. It is about generously sharing abundant expertise. Don’t waste time worrying about the DIYers who will use your knowledge, not your service....
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