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Sage Intacct Budgeting and Planning

Sage Intacct Budgeting and Planning

Calling once, calling twice, and circling back again

Calling once, calling twice, and circling back again

Calling once, calling twice, and circling back again It’s the most dreaded of duties. And if it’s done at all, it’s usually done poorly. I’m talking about lead follow-up. Whether by phone or by email, follow up often means rejection. And, no matter how much self-esteem you have, rejection has a sharp bite. It’s hardContinue Reading

What To Do When Things Go Wrong

What To Do When Things Go Wrong

What To Do When Things Go Wrong The title of this post is flawed. It’s telling a story that might not be true. Obstacles Those moments, “when things go wrong,” whether in business, in travel, and in my personal life – for the most part – are better described as unforeseen circumstances, an inconvenience, aContinue Reading

Escaping the “Easily Inspired, Rarely Changed” Mode and Building True Success

Escaping the “Easily Inspired, Rarely Changed” Mode and Building True Success

Escaping the “Easily Inspired, Rarely Changed” Mode and Building True Success “Give your goals a time and place to live in the world.” What do you want to accomplish?  What is that goal?  And, if you’ve failed to accomplish that goal, what was the reason? I can’t count the number of great Ideas that haveContinue Reading

Coyotes in Lakeway

Coyotes in Lakeway – It began innocently.  A “The More You Know” type of thing. A neighbor posted a picture of a grey fox – not to be confused with a coyote.  While coyotes can be a big problem, our friend, the grey fox will help to keep roof rats under control. This was postedContinue Reading

Sage Intacct MVP Partner Marketing 2018

It was an unexpected delight. I was honored to receive the award of Sage Intacct MVP Partner Marketing 2018 while at the Sage Intacct Business Building Conference in Dallas. Why The Beatles? Sage Intacct MVP Partner Marketing 2018 Differentiation. In order to stand out among a long hallway of exhibitors, Cheryl Strege, Skip Reardon, andContinue Reading

But You Can’t Use That…

But You Can’t Use That… Reviews are, for the most part, pure potent content. Reviews mostly tell the unvarnished truth. Compare that to the copy that most businesses post to their websites – little more than jargon goulash. Rumor has it that reviews help to boost search rankings of your business or products. The GoogleContinue Reading

DCPA17 Keynote AI Making Things Smarter

DCPA17 Keynote AI Making Things Smarter: Leon Katsnelson, self described CTO, Entrepreneur, Big Data junkie, Data Science innovator, Cloud, Blockchain curious, Mentor, Educator, and Speaker took the stage at DCPA17 to discuss ‘AI and what it means for CPAs’. DCPA17 Keynote AI Making Things Smarter Demonstrating where AI was already making an impact in productsContinue Reading

Cloud Serves as the Gateway to Emerging Technology

Cloud Serves as the Gateway to Emerging Technology

I wrote a special report for Nonprofit Technology News. I spoke with executives from the major nonprofit accounting solution publishers to get their take on which technologies are likely to show up in an accounting department near you. Cloud Serves as the Gateway to Emerging Technology What is most likely the new next thing inContinue Reading

Referrals – The #1 Marketing Action That Will Make 2018 a Success for Your Business

Referrals – The #1 Marketing Action That Will Make 2018 a Success for Your Business

Most everyone is at least thinking about their 2018 business plan. What will be the key marketing activities you will rely on to make 2018 a more profitable year? As you list these activities is there a creeping sense of déjà vu? You’ve dutifully made marketing plans in the past, but the business gets inContinue Reading