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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. 

10 Signs It's Time To Raise Your Prices

When was the last time you raised your prices? Nothing makes a business owner’s palms sweat more than raising prices, but it is a natural, necessary part of business. Instead of focusing on generating more leads and sales, invest time to learn if you are charging the right price.

  1. Services...
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Stop Tax Surprises: 4 Levels of Tax Planning

Did you know there are different levels of tax planning? That’s why you may have experienced a tax surprise even though you paid your estimated tax payments.

Here are the main 4 levels of tax planning and how they affect cashflow.

  1.  Avoid Penalties

The basic level of tax planning is...

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Who’s responsibility is it to set prices?

Have you ever wondered who should be involved in the price strategy conversation? 

Of course, you as the business owner should be involved. 

But, should your sales team help?

What about your accountant?

You're in the right place...keep reading to learn who should be included in the...

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7 Ways Tax Laws Hurt Your Business + 3 Solutions

Operating a business has its perks including the ability to claim tax deductions. The problem is some of the tax laws actually hurt your business if you do not consider how the law affects every aspect of your business.

 1. Tax law - Owner’s salary is not tax deductible. Owners...

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Don't Zero Out Profit to Save Taxes

I recently watched a video where a digital marketer shared why he buys so many expensive vehicles and watches. He claimed to have multiple luxury cars. 

His secret is, every month, his accountant tells him how much money he needs to spend to pay zero taxes at the end of the year. He said he...

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Are your employees making great money decisions?

Money decisions are not limited to the accountants

Business owners and leaders often think accountants are responsible for all the money stuff.

Here’s the truth…the money was spent long before the paperwork made its way to the accountant. It is the accountant’s responsibility...

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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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