A simple way to assess your financial health

You know that it’s important to check in with your physical health at least a few times a year. But what about your financial health? Is there a simple “test” to see where you stand with your finances like there is for your vital signs? Turns out that there is a simple financial health assessment…

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How to track your business finances

Every small business needs a way to track business finances. It might sound like something you don’t need to do when you first get started, but I always tell business owners that NOW is the time to start tracking your money. I’ve been in business for a long time, and I’ve helped many entrepreneurs take…

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exciting business trends

Lately I’ve been seeing a lot of exciting business trends that are inspiring me. This makes me happy not only for my own business, but also for all the businesses I support. As an accountant, a wealth coach, and an entrepreneur, I love both watching and predicting financial and economic trends, and I’ve been doing…

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