Posts Tagged "delegation"

The First Three Steps in Your Family Transition Planning

Posted by on Jan 29, 2014 in Family Business, Freedom, Retirement, Transition Planning | 0 comments

Helping your family business transition to the next phase (or, to use a familiar phrase, preparing for your succession) is a long process.  Transition planning can be a process that is too intensive to contemplate, and so the easiest solution is simply to keep doing what you have been doing, and hope it all works out well in the end. We’ve all heard the definition of doing the same thing over and over and hoping for different results; and of course it applies to transition planning, as well. One of the challenges for small family businesses is that the wording used for “transition” or “succession” can be fairly complex and lofty-sounding.  Things like...

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The Top 10 Bookkeeping Mistakes Small Businesses Make

Posted by on Jun 14, 2013 in Accounting, Bookkeeping, Financial Freedom | 0 comments

Whether you’re a start-up or have been in business for years, bookkeeping is an essential task in running your business – whether you perform the bookkeeping yourself or outsource it to an employee or someone else. Over the years we’ve identified some common bookkeeping mistakes that business owners make in relation to bookkeeping, and this series of blog posts will address each one of them. Here’s our “Top Ten” Bookkeeping Mistakes. If any of these bookkeeping mistakes are weighing you down, don’t hesitate to ask us how we can save you time, stress, and money. We will be publishing details on each of these mistakes every month.  Click on each topic to...

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