Proactive Planning

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Addition By Subtraction: Reducing Your Business’s Service Area

By | March 15th, 2017|Categories: Small Business Tax and Accounting|Tags: , |

A few years ago, towards the end of the year, I got a voicemail from a frustrated business client. The profanity laced message went something like this: “I’m sick of this $hit and want to sell this f___ing business. I can’t take it any more. I want to get together to talk about closing or just [...]

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Can an Accountant “Save” a Struggling Business?

By | December 21st, 2016|Categories: Editorial Commentary|Tags: , |

Rarely do the “experts” define what “proactive” means, but one of the vibes I get is that our clients are these damsels in distress, wandering in the wilderness.

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What Responsibility Does a Client Have in Proactive Planning with an Accountant?

By | December 13th, 2016|Categories: Editorial Commentary|Tags: , |

Regular readers of my blog know I like to hit back at the "experts" who say accountants are doing a disservice to our clients by not being "proactive" enough.

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The Hard Part About Being Proactive — Most Clients Just Want the Work to Get Done

By | January 24th, 2016|Categories: Editorial Commentary|Tags: |

I like to use my blog as a place to push back against so-called "experts" who say accountants are doing our clients wrong by not being "proactive." As I've written before, it's not nearly as simple as "experts" make it sound in their books and speeches.

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