business relationships

Do You Really Like This Stuff?

This morning, a client asked me if I enjoy what I do. Not that I looked gloomy. She just couldn’t believe that anybody could find all those numbers exciting. I’m lucky. I love what I do. Even during tax season. But…. it’s not about the numbers....

Connecting the Dots with Solve CRM

When working in any business it’s a good idea to keep track of your client or customer information. That leads to several questions: What information do you want to capture? Where do you get it from? And what do you want to do with it? Many CRM systems...

The things I wouldn’t do if I waited for them to be perfect

I lived by the 80/20 rule long before I understood what it was. I used to think of myself as lazy and then I learned about the Pareto Principle which states that “roughly 80% of the effects come from 20% of the causes” (Wikipedia). I now consciously...

Men are from Mars, Women are from Venus, Accountants are from….?

We all know the stereotype. Green eyeshades, pocket protectors, etc. It’s safe to say that accountants don’t have a reputation for being people you’d want to hang out with. Or, for that matter, have a meaningful relationship with. Ok, so it’s...