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Latest Articles

  • How I Eliminated 50 Hours of Office Work a Month in 5 Steps
    Over a year ago I was asked to take over as Program Manager for the Entrepreneurial Assistance Program at the Orange County Chamber of Commerce. This has been a wonderful experience and I truly enjoy helping people achieve their goals and watching our clients transform right before my eyes. However, the paperwork and reporting for New York State is extensive and I was up for the challenge. By streamlining the process, I reduced the administrative tasks 50 hours a month thus making the paperwork manageable.


  • How Long Should I Keep My Records?
    In our world of information overload emails, digital and paper documents are increasing not decreasing as predicted. To stay on top of this information onslaught companies need to create a retention schedule for both paper and digital files. Below are some tips on creating a retention schedule for all your document types.


  • How to Get the Most Out of a Business Health Review with Your Accountant
    While working with my clients and as Program Manager of the Entrepreneurial Assistance Program I have a common theme presents itself. How do I figure out how my business is doing? As a business owner I need to know the answer to this myself. So when I meet with my accountant, I want to give him the most up to date and accurate information. Thus providing the data he needs to help me make sound financial decisions. Your accountant can do this for you but they will need “information”.


  • Planning For Success
    So why is planning important? Without it you will waist a considerable amount of money, time, and resources. You can’t get where you want to go if you don’t know where you want to end up. Working with clients I usually find businesses that have grown ad hoc and call me when their inefficient back office operations are hampering growth. By developing a business plan you can prepare for growth and potential risk or problems. Therefore you are responding to your environment not reacting. Also, having a solid plan gives you a tool for making decisions.


  • 10 Key Factors in Choosing Customer Relationship Management Software (CRM)
    One of my favorite topics we teach in class is how to compile information that can be used to make smart business decisions. What usually comes up during class is many start-ups and existing companies know they need a tool to help them with collecting and using information but do not know where to start. This article’s focus is the ten key factors to help you choose the right Customer Relationship Management (CRM) software for your company.




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How Long Should I Keep My Records?

June 08, 2012, at 11:06 AM

In our world of information overload emails, digital and paper documents are increasing not decreasing as predicted. To stay on top of this information onslaught companies need to create a retention schedule for both paper and digital files. Below are some tips on creating a retention schedule for all your document types. Click HERE to read the entire article.

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Planning For Success

April 05, 2012, at 07:04 AM

My current EAP class is graduating tonight. They really did a great job developing their business plans. There are so many business owners out there who do not have the roadmap for success. This article talks about the 6 tips for creating a successful business plan. Click HERE to read the article.

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10 Key Factors in Choosing Customer Relationship Management Software (CRM)

March 12, 2012, at 08:03 PM

As I work with clients it is becoming increasingly important for companies and organizations to make the most of their digital tools. Here are some tips on how to choose the right CRM for you. Click Here to read the whole article.

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10 Tips For Creating A Data Goldmine

February 05, 2012, at 01:02 PM

(title: 10 Tips for Creating a Data Goldmine:)

I have been working with many clients who have their information in a database but are unable to get the information they want or know where to find it. Usually the culprit is a series of issues that come together to create the perfect storm of inefficiency. The tips below will help you to prevent this storm and maximize the information in your database to increase productivity and profits.....Click HERE to read entire article.

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How to Make More Money in 2012 with Data Driven Decisions

January 02, 2012, at 02:01 PM

I have mentioned in many of my articles about metrics. Things we use to measure success and how far you are from reaching your goals. Data is much more than that it is a valuable tool to make solid business decisions. It also helps you to save as well as make money. Click HERE to read article.

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Why Effective Reporting Makes You Money

October 31, 2011, at 11:10 AM

When I work with clients one area that is a challenge is accurate and effective reports. They either get reports that are outdated or the information needs to be reworked to be accurate. Click HERE to read our new blog.

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Top 10 Reasons Why You Need a Bookkeeping System

October 01, 2011, at 11:10 AM

As part of being the program manager for the EAP program at the Orange County Chamber of Commerce, during class this was a very important subjec. Click HERE to read my latest article.

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7 Ways to Keep Your Database from Becoming a Digital Clothes Hanger

September 06, 2011, at 05:09 PM

Check out our latest blog article on getting the most out of your Database for the long haul....CLICK HERE

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How to Get an ROI from Exhibiting at a Tradeshow

September 06, 2011, at 05:09 PM

Fall is tradeshow season. Check out my blog on how to make the most out of exhibiting...CLICK HERE

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5 Ways Your CRM Can Help You be More Productive

July 09, 2011, at 08:07 AM

I was thinking of what would I like to do a little different this month for an article. So I decided to do a video article. Check out the video below to see 5 tips on how to use your CRM effectively. Being that life is about being productive and balanced I taped this at home. Hope you enjoy.

Other Posts in July 2011

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