Panoramic

Blog

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. 

The Growth Matrix: Why Some Businesses Scale Stronger While Others Just Scale Their Problems

Growing a business looks simple at first. You take care of your customers, deliver your service on time, and look for ways to reduce your income taxes. Those things matter, but if they are all you focus on, something strange starts to happen. Sales go up, you hire more employees, yet somehow there i...

Continue Reading...
Can I Afford It? The Questions Every Business Owner Should Ask Before Making Any Major Purchase

 

Every business owner has made a purchase they later regretted, a truck, a software subscription, or a new hire that turned out to cost far more than expected. That regret usually comes from one thing: making the decision before seeing the full picture. Instead of relying on a quick glance at your...

Continue Reading...
Price, Quality, and Speed: The Triangle That Changes Everything

Price is almost never the real reason a customer says no. If it were, no one would pay $86 for a breakfast buffet when they could scramble eggs at home for $2. Here is the framework that changes how you talk about value with customers, and how you make buying decisions inside your own business. It s...

Continue Reading...
What Does It Mean to Know Your Numbers? A Simple Guide for Small Business Owners

If you've ever watched Shark Tank or The Profit, you've heard the phrase that makes so many entrepreneurs nervous: "You need to know your numbers." But what does it actually mean to know your business numbers, and why does it matter so much? The answer is probably not what you think, and understandi...

Continue Reading...
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 are
  2. ...
Continue Reading...
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 to calc...

Continue Reading...
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 process an...

Continue Reading...
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 are not paid thro...

Continue Reading...
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 clai...

Continue Reading...
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 to process the pap...

Continue Reading...
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      Business training for everyone in your company. Big picture for owner, de...

Continue Reading...
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 legally s...

Continue Reading...
1 2 3 4