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This post is part four of our nine part Business Decision Playbook series, where we break down the thinking tools that help business owners make smarter financial calls. If you would rather watch on YouTube than read, click HERE
Have you ever bought something for your business that looked afforda...
Most business owners think they know how much money they have. They open their banking app, see a number, and treat it as fact. But that number and the amount you can actually spend are two very different things, which is exactly why so many owners find themselves saying, "We had plenty of cash two ...
(This is part two of the Business Decision Playbook Series, and if you would rather watch than read, there is a video version of this breakdown as well. Click HERE to go to our YouTube.)
Most cash flow surprises do not appear overnight. They build for weeks or months before an owner ever sees them,...
Most business owners assume cash flow belongs to the accounting department. That assumption is quietly costing them money every day. Money does not live in one department. It lives inside every decision a team makes, from a marketing budget to a sales discount to a scheduling choice in operations. U...
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.
- Avoid Penalties
The basic level of tax planning is to calc...
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 grow yo...
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 busi...
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 happened…how ar...
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.
0:32 Did you know you can control profitability? Inst...
Independent Contractor (1099) vs Employee (W-2)
Is it better to classify a worker as an independent contractor or employee?
There are pros and cons to both, but the decision should be based on the rules set by the IRS.
It is important to examine the relationship between the business and the wor...
When our employees make mistakes, it is easy to brush off the small investment it takes to make the customer happy. But, have you stopped to calculate how much the mistake really cost your business?
Watch this video to see how much you need to sell to breakeven on the mistake.
Bottom Line
- Co...
Would you rather sell more or save more money? Check out this video to learn how each activity boosts the bottom line in your business.
Spoiler alert - financially stable service companies require managing all three - sales, profit and cash flow.
