People First

When you are evaluating not just your clients, but you’re going to look at your team, you want to make sure you’ve got the right people in the right seat and that needs to be looked at. There may be the, organization could be changing and who was in the right seat at one point...

The power of goal setting. This probably is the number one thing I would stress in any organization is to have goals. Any individual should have goals. And we all know, look at the first of the year, people make those resolutions. They need to be realistic, but a business needs to set goals. Otherwise...

In making a decision on your accounting software, do you want to host it locally or in the cloud? And that depends upon how many people are going to use the software, where they’re located. If you’re a virtual company, you want it in the cloud. I have clients right now that set me up...

The first thing I would say is what other software are you using? For example, you might have a certain point of service system or a system that tracks inventory and purchasing and then what accounting software is compatible with your existing software in your other practices in your inventory or your sales. And you...

What do you need to look for when you are considering outsourcing your bookkeeping? I would say the first thing is you want to make sure that that organization or the organizations you’re looking at, you want to get references. You want to find out, you know, how many clients they have. You want to...

The first thing that comes to mind is artificial intelligence. AI is just, I was introduced to it very recently. And it has really saved me a lot of time. And so we need to be careful with it. But used correctly, it is a huge time saver and can help you. While you’re thinking...

Ethics are the most important thing to me. I want to be able to sleep at night. So my feeling on that and my belief on that is that, always approach things as if, how do I want to be? How would I want to be treated? And treat your employees that way. Ethically, if...

We need to adapt to our employees. Okay. That’s my opinion. I mean, you could talk to 10 people and maybe nine of them are going to disagree with me, but I feel that if you adapt to what your needs of your employees are, again, back to the goals, as long as you adapt...

Well, the first thing is you need to understand, understand all the different generations and what their expectations are, what their needs are. And then it becomes a difficult task to have policies in place and how you manage people when you’re dealing with those, the multi-generations. So that becomes an individual thing. I guess...

So balancing work-life balance and strong customer service doesn’t have to be mutually exclusive. Again, it’s in determining what everybody’s role is, making sure that the workload is not such that creates number one, if somebody is stressed and has been given deadlines and goals that go way beyond the hours that it takes to...