Category Archives: michigan advisor

Social Media: My Trip into Outer Space

Social Media: My Trip into Outer Space

All good ideas for a social media blog start in the shower (this one did) …. Or a bike ride, walk or anywhere where you are capable of thinking without a thousand voices telling you “You have a (fill in the blank) due” or “You need to fix that 401K account for Client A”. No, itContinue Reading

The Synergist: Part 5

The Synergist: Part 5

The Processor: Part 5 of 5 in a series on the book The Synergist: How to Lead Your Team to Predictable Success by Les McKeown If you’ve followed along with the series laying out the traits and characteristics of the types of players in business, you must be wondering how anyone can play nicely inContinue Reading

Best Practice: Tips on Keeping Your Records

As I was organizing the thousands of documents from many years of tending to small businesses, I couldn’t quite put my finger on what I needed to keep vs. what I needed to shred. Back in the “old days”, we printed and documented EVERYTHING and I knew one day I would have to part withContinue Reading

Firm of the Future: The Intuit Way

Firm of the Future: The Intuit Way

“How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?” ― Dr. Seuss       There is a contest, sponsored by Intuit, called “Firm of the Future”. Intuit is asking forContinue Reading

Spring Cleaning the Accounting File!

Spring Cleaning the Accounting File!

It’s summertime (I think) in Michigan and although the calendar says July, I’m not quite sure the weather man has been alerted! Maybe that is why my closet still has winter clothes hanging up, with a few spring items in between. Spring and the beginning of this summer have blurred lines, but I’m determined toContinue Reading

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