business relationships

Taking the Plunge

So, you’ve decided to be your own boss. Congratulations – seriously. People become self-employed at different stages in life, for different reasons. Some people are born entrepreneurs, who can’t imagine how terrible it would be to have a boss. For...

Communication – It’s not just a soft skill – it’s Key

  As an accountant I spent the first few years of my career honing my technical skills which also included learning the buzz words and acronyms that exist in all the training, documentation and reports I used on a daily basis.  I was surrounded...

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...