Trust, I would argue, is the most important pillar in my relationship with my The Woodlands clients. Your financials aren’t to be taken lightly. When it comes time to put them in someone else’s hands, you have to know that those hands won’t falter.And after the recent...
We’ve made it to the 2024 finish line. For my final blog of the year, I want to focus on something that will help frame your mindset for 2025. But before I do, let me give you YET ANOTHER UPDATE on the ever-flip-flopping BOI reporting requirements. The BOI...
Be honest – on a scale of 1-10, how “merry and bright” do you feel this holiday season?The holidays can bring a lot of pressure to feel a certain level of happiness. But maybe this is a hard season for you – you’re stressed from being stretched thin financially, or...
Raise your hand if you feel like you’re living through a sales tax nightmare as we’re in the post-Black Friday and pre-Christmas window of chaos. (While I can’t see your raised hand, I can certainly feel it.) Which only makes sense: You have to pay attention to a...
We’re living in a historical moment: Procrastinating might have just worked to your advantage. While it goes against everything within me (and everything I encourage you toward in my writings), I’m handing you procrastinators the win today. Congratulations. Just...
As you’re knee-deep in business holiday chaos right now, look no further than Santa for inspiration.Because if Mr. Claus can upgrade his delivery systems to handle millions of gifts in one night (at least that’s what Red One suggests), you can upgrade your Montgomery...
