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8 Smart Tips to Manage and Protect Your Money

As our businesses grow and our schedules fill with serving clients, it’s easy to overlook how our personal financial needs might have changed.  Here are eight best-practice tips of millionaire business owners and how they personally protect their wealth. 1.       Move your money from banks to brokerage accounts.  Instead of having their money tied up …

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Five Tips to Manage Overwhelm

Does it seem like you need to accomplish more in less time than ever before?  Just about every small business owner I know is overwhelmed with everything they need to do.  Many factors are contributing to this feeling:  new technologies, increased government regulation, a need to market harder, and less access to capital are just …

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How to Save Precious Time Onboarding New Clients

You might have routines and systems to help a new employee settle in, such as payroll forms and training manuals.  You might also have some procedures set up for when you start doing business with new vendors, such as asking them for their tax ID paperwork and having them submit invoices to your standards.  But …

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