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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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