The Blog

I’ve noticed something over the years about particular business people. Scratch beneath the seemingly successful exterior, and there is something very … small about them. They are always looking for that edge over other people, and are continually in “take” mode. And the smallness of their world ALWAYS comes back around to these kinds of business people, though it sometimes … Read More

As your Inland Empire business grows, there’s an underlying asset which propels your growth: your people. Now, for some of my clients, “people” mean, well … you. But even in that case, what I have to say today will still matter. Because what I’m talking about today matters just as much for YOU. We’re talking compensation. Wages. Salaries. How you … Read More

Here we are in June (!), and I’ll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th. This one always feels as if it came a little quick (two-month gap instead of the normal three), so you’ll … Read More

Before I get into the slippery slope I’m referring to in the title of this post, how are things for you these days? How’s business going? I’d love to hear an update on your business … so click the email button in the upper-right of the site here, and send me a note to let me know. I’d also enjoy … Read More

You might think that was a typo in the subject line (“pull”, right?). Nope, that’s just me being clever, because today I’m talking about POLLING your various stakeholders for fun and profit. Alright, yes. I should clearly stick to financial matters, and leave the puns to the creative types. But really — for the sake of the health of your … Read More

Hopefully, you aren’t too locked into national news, stock market jitters, trade wars, etc. As a Inland Empire business owner you’ve gotta keep your head in your own particular game. But you must know this: with all the gloom out there, our mutual customers are looking for solace and for ports in the storm of everyday life. So here’s a … Read More

Tax season is over. Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work? Although it’s a relief now, remember that tax season isn’t a one-time occasion. The decisions you make all year affect your April filing. On that note, you know I … Read More

We work with many Inland Empire business owners, so that means that the April 15th deadline doesn’t carry quite the same “relief” that it does for many firms who work primarily with individual tax returns. Which is one of the reasons why you still see me posting a strategy note here this week. Another reason is that word on the … Read More

If you were a client of ours this tax season, you’re probably feeling fine about your tax return. But on the chance that you were not … we’ve helped many Inland Empire business owners “make the switch” over to us, year after year. I know that you may have established a rhythm with your current provider (even if it’s not … Read More

Here we are, and “tax season” is behind us. But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was. Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and (occasionally) painstaking process. Since … Read More