Blog
What to Automate in Your Business (and What Not To)
A process is ready to automate once you’ve done it enough times to know its exceptions. Before automating, ask: Where are the exceptions? How often do they happen? Is this actually how you want to keep doing this? If yes, you’re ready.
Annual Planning for Small Business: Where to Start
Before you start annual planning, pull together three things: the previous 12 months’ P&L by month, a balance sheet through your last close, and a summary of loans or credit lines — plus a forecast of revenue you already expect for the rest of the year.
When to Pivot Your Business (And When to Wait)
When business owners hit a bad quarter, the instinct is to fix the discomfort fast — cutting costs, pivoting, or blowing up the plan. But reactive decisions often leave the real problem unsolved. Before acting, diagnose what’s actually broken: a revenue problem, a debt problem, and a “wrong business” problem all require different responses.
How to Hire a Virtual Assistant (Start Here First)
After my right hand, Paige Sparkman, wrote about how to delegate to a virtual assistant, several of you asked how to find and hire virtual
What Actually Happens in a Business Strategy Session
A business strategy session is a short, focused conversation — typically 15–30 minutes — where a founder brings an unresolved decision or problem to an
How to Value Your Small Business Before You Sell
What Is Small Business Valuation — and What Do Buyers Actually Look For? How to value your small business, this is the process of determining
Do You Have a Brand Messaging Problem? How to Tell the Difference
What Is a Brand Messaging Problem — and How Do You Know You Have One? A brand messaging problem exists when the language your business
How to Stop Acting Like an Employee When You Own a Business
What Is Employee Mindset in Business Ownership? Employee mindset in business ownership is the habit of equating time spent with value earned. When you work
When AI Makes Sense for Your Small Business (And When It Doesn’t)
For small businesses, AI is worth adopting when it improves cash flow, increases capacity, reduces risk, or drives revenue — and not worth it when it adds overhead without a clear return. Unlike large corporations, small businesses can’t absorb years of deficit spending while waiting for AI investments to pay off.
How to Run a Quarterly Business Review That Works
What Is a Quarterly Business Review? A quarterly business review for small business is a structured process of comparing your actual financial results — revenue,
What to Automate in Your Business (and What Not To)
A process is ready to automate once you’ve done it enough times to know its exceptions. Before automating, ask: Where are the exceptions? How often do they happen? Is this actually how you want to keep doing this? If yes, you’re ready.
Annual Planning for Small Business: Where to Start
Before you start annual planning, pull together three things: the previous 12 months’ P&L by month, a balance sheet through your last close, and a summary of loans or credit lines — plus a forecast of revenue you already expect for the rest of the year.
When to Pivot Your Business (And When to Wait)
When business owners hit a bad quarter, the instinct is to fix the discomfort fast — cutting costs, pivoting, or blowing up the plan. But reactive decisions often leave the real problem unsolved. Before acting, diagnose what’s actually broken: a revenue problem, a debt problem, and a “wrong business” problem all require different responses.
How to Hire a Virtual Assistant (Start Here First)
After my right hand, Paige Sparkman, wrote about how to delegate to a virtual assistant, several of you asked how to find and hire virtual
What Actually Happens in a Business Strategy Session
A business strategy session is a short, focused conversation — typically 15–30 minutes — where a founder brings an unresolved decision or problem to an
How to Value Your Small Business Before You Sell
What Is Small Business Valuation — and What Do Buyers Actually Look For? How to value your small business, this is the process of determining
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