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Want to boost your business skills?

Welcome to our free learning center where you will find

- Quick tips
- On-demand training videos
- In-depth how-to guides
- Success stories, and much more. 

Interview: A Panorama of Business Success

Introduction       Tina’s journey from CPA to HVAC business owner to Business Financial Coach

2:40      Money decisions are made by everyone, everyday…long before the paperwork made it to the account department.

4:20     ...

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All You Need To Know About Business Tax Deductions In Under 15 Minutes

 Have you ever wondered if you are claiming every tax deduction your business is entitled to?

Watch this short video to learn everything you need to know about tax deductions in less than 15 minutes.

We cover a quick way to determine if the expense is tax deductible or not, so you can...

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Owner's Pay vs Profit

Businesses are often given the financial advice. “You cannot pay yourself through the payroll process. You'll need to pay a distribution from the profits.”

This leads entrepreneurs to believe owner’s pay and profit are the same.

The advice is true from a tax accounting...

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#1 Reason Why Businesses Run Out of Money

#1 Reason Why Businesses Run Out of Money

Business is booming! You’re busier than ever.

So why is your bank account not overflowing with cash?

Something does not seem right.

Sales increased, but you have nothing to show for it.

You’re not alone…this is a common problem for...

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Interview: Enjoying the Panoramic View of Your Business

 

1:52       Why Tina White started Panoramic Academy

2:45       Bridging the communication gap between entrepreneurs and tax accountants

3:50       The tax return is only one financial viewpoint. Your business needs...

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3 Keys to Creating Your First Compensation Plan

Creating a compensation plan can feel overwhelming because there are so many ways to structure the plan.

A great compensation plan:

  • Creates a win-win-win for the employee, customer and company
  • Rewards the behavior you want
  • Boosts profitability and cash flow

The key problems with most...

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Let Go and Trust your Employees

How do you empower your employees to make decisions without you, so you can enjoy some time off?

Spoiler alert…start small. Think about the decisions you are asked every day.

Checkout this podcast to learn:

- why it is tough to let go and trust your employees to make decisions

- how adding...

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Importance of the right people and the right price

Tina was interviewed by Chad Muncy on his podcast for small business owners.

Listen to part 1 of the interview.

Don't forget to listen to part 2 of the interview. It has tips and tricks to help you shorten your learning curve. 

We discussed two important things you must get right before you...

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Tips to Build a Great Culture

Tina was interviewed by Brian Byrom, owner of BTrained. This is the first video in their "Females in the HVAC Industry" series.

She brings a unique perspective to the subject. Tina made the switch from CPA to buying, running and selling an HVAC service company.

This video is for any HVAC...

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#1 Reason Why You're Stuck on a Financial Rollercoaster

Have you ever reviewed your profit report and celebrated an increase in sales and profitability? You gave everyone a high five and announced year-end bonuses.

A few days later the celebration was over after your bookkeeper asked you to transfer money for payroll.

You wonder what...

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How to increase profitability

When it comes to increasing profitability, it is common for business owners to feel like Dorothy when she visited the Wizard of Oz.

Studying numbers can feel intimidating or scary.

0:11        Profitability is a simple math formula.

...

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Income Taxes 101: Why are business taxes complicated?

Watch this video to learn how income taxes are different for an employee, business entity and owner.

0:27        As an employee, income taxes are withheld for you. So, it is easy to know how much money you have to spend without worrying about surprises at tax...

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