Helping You Understand and Improve Your Business

• Purpose and Profit: 4 Keys to Creating A Profitable Mission-Driven Business

  Business Planning | 06.12

  Question of the Week Last week, a client asked me to reschedule an upcoming meeting. This client’s office would be closed for a full week so that partners and employees…

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• The History of Pride Month And What It Can Teach Us About Moving Forward Today

  LGBTQ Finance | 06.05

  Question of the Week The History of Pride Month And What It Can Teach Us About Moving Forward Today We celebrate June as Pride Month in most years with joy…

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• Tools for dealing with complex emotions

  Fundamentals | 05.29

  Question of the Week   Tools for dealing with complex emotions Happy Friday all! It’s been a tough, emotional week. The news about the abhorrent treatment of Christian Cooper and…

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• Changes to the PPP Loan and EDIL programs

  Business Planning | 05.22

  Question of the Week What is happening with the PPP Loan and EDIL programs? Happy Five-Minute Friday, all! Time to check in for the week before you jet off for…

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• Help For Minority-Owned Businesses Shut Out Of PPP Loan Relief

  Business Planning | 05.15

  Question of the Week How can we help minority-owned businesses shut out of PPP Loan relief? After a bumpy start, money from the Paycheck Protection Program (PPP) is flowing. As…

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• How can I maximize PPP Loan Forgiveness?

  Business Planning | 05.08

  Question of the Week How can I maximize PPP Loan Forgiveness? Happy Five-Minute Friday, all! Hope you had a good week. After a bumpy start in round one, the second…

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• How was your first quarantine month?

  Fundamentals | 05.01

  Question of the Week How was your first quarantine month? Happy Five-Minute Friday, all! And Happy May! The vast majority of us just completed our first full month of quarantine…

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• How are you taking care of yourself during COVID-19?

  Fundamentals | 04.24

  Question of the Week How are you taking care of yourself during COVID-19? Happy Friday everyone!  It’s time for your five-minute weekly check in. I know the past few weeks…

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• Did I miss out on stimulus relief?  

  Business Planning | 04.17

  Question of the Week Did I miss out on stimulus relief? It’s that time again…Happy Five-Minute Friday! I hope you all are staying healthy, happy and sane during this time.…

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• Do I have a tax deadline next week?

  Tax | 04.10

  Question of the Week Do I have a tax deadline next week?  Happy Five-Minute Friday! I hope you all had a good week. In previous years, you might have been…

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• Am I getting money from the government? – Part II

  Business Planning | 04.03

  Question of the Week Am I getting money from the government? – Part II Happy Five-Minute Friday all! What. A. Week. The big news this week was the role out…

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• Am I getting money from the government?

  Tax | 03.27

  Question of the Week Am I getting money from the government? Happy Five-Minute Friday all! Good news. The Coronavirus Aid, Relief, and Economic Security Act (CARES) was passed by The…

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• What should we be doing with our money during this pandemic?

  Fundamentals | 03.20

  Question of the Week What should we be doing with our money during this pandemic? Happy Five-Minute Friday all! A lot has changed in a week, huh?  For many of…

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