A blog about dogs and loyalty. We can learn a lot about it from our canine friends.

Take a few minutes to assess if you are creating sustainable client loyalty.

Work through what you are doing well and craft up ways to improve where you are falling down.

My corporate and personal tax experience is a calm and, dare I say, enjoyable (almost) one.

My tax dude, Mike, sends a Typeform , I fill in only new/changed info.

Then he sends a Karbon checklist, which auto-nags me to get my shit into him - including warnings of the consequences of missing his deadlines.

Next up is an Ignition engagement with the option to pay for and schedule a tax planning meeting - right, this is extra and I have to commit to it with my wallet.

He uses RightSignature for me to sign off on my tax returns.

All of it is automagical!

It’s interesting times for clear directions.

I’m going to preface this discussion with I wouldn’t want to be making Covid decisions for the masses & imparting them. I have the utmost empathy and admiration for anyone trying to keep us safe from our silly selves. And I am more than happy to follow whatever directives I can figure out - I’ll do my part willingly.

Zapier is one of the most versatile apps, and their blog is one of my “must follows.”

Building authentic customer testimonials is a key driver for increasing your business.

But it is no small feat. This article from Zapier is solid advice that you can action smoothly and quickly.

Enjoy!

Bookkeeper’s and accountants are at the forefront of advising SMBs. We are already trusted.

My husband, Jeff Parks, is a fly fishing guide for Calmwaters Fly Fishing and he has a client that he guides regularly. He has many actually, but this one has a particularly important, stressful job (he saves lives – literally) and fishing is his outlet.