Episode 135 - How to make next year's taxes suck less

 

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Kristin always likes to talk about the problems of tax season.  However, for most of you, it is not a season, but a rush of pain to get information to your accountant to fulfill you're a duty to your country.  Listen now, as Kristin, with the help of Jeff, will talk about the 4 easiest ways to save time and stress preparing your taxes! 

  1. Know what to expect
    1. Know what you need to give your accountant
    2. Keep a list of all of your accounts, jobs, etc. to match up documents 
    3. If using QBO, you can just share access with your accountant
  2. Update everything at least monthly, including personal stuff
  3. Simplify your bookkeeping
    1. Stop writing checks
    2. Make it easy for clients to pay you electronically 
  4. Summarize - do not give detail unless there is a question
    1. Use the same summary next year
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Episode 132 - Are you focusing on the wrong things?

 

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The business cycle can be crazy.  We can work nonstop and it can feel like we are not getting anywhere. Have you ever stopped to ask yourself if you are working on what is important? Join Kristin and Jeff as they explore this important topic.

Many small biz owners struggle to even get three hours of time per week to grow their business according to this OfficeMax survey

5 ways we waste our time 

  1. Excessively cutting the budget
  2. Doing busy work
  3. Organizing yourself
  4. Email and messaging people
  5. Social media for the ... business

The 3 things all small business owners should spend their time on

  1. Creating new products or content
  2. Delivering products to your clients
  3. Selling and marketing your products

5 things we can start doing now to stop the cycle

  1. If you can do it fast, just do it
  2. Automate tasks
  3. Create email templates
  4. ...
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Episode 124 – Your Bookkeeping Made Easier Questions Answered

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It happens every year! Kristin and I start hearing or getting tagged in questions about people who are stuck finishing off their accounting books every year. We decided to ask our Small Biz Life Community for their questions to answer here!

How to get the most out of your small business bookkeeping without wasting time

I get it. I hate bookkeeping and I am cheap. I do not like "paying" monthly fees. I am a cheapskate. However, This is one of those areas I have evolved.  Kristin has managed to keep the books for all of our companies and families in about an hour a month.  

Listen to this important episode that will free up your time, and all you to MAKE MORE MONEY NOW!

  • Why would I use this instead of excel, pen and paper, or my… mind
  • Melissa Thomas, I've been using a notebook to keep my books for five years.
  • 2018 is my...
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Episode 120 – How to create plans that work for you and your business

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Welcome to the Small Biz Planning club

Kristin and Jeff extend this hand of invitation for you to start planning for success in your business. However, before you join Planning Club, you need to accept the 4 rules of Planning Club.

  • Rule 1 - Do not talk about planning club
  • Rule 2 - Understand the problems with goals and planning
  • Rule 3 - Plan smarter, not smart
  • Rule 4 - Create good foundations for your plans

Rule 1 - Do not talk about planning club

Okay, If you tell people to listen to the episode that is alright.  However, so often we plan and talk about the plan but fail to follow through with execution. So plan well, verify your actions daily and then EXECUTE

Rule 2 - Understand the problems with goals and planning

  • Finding good goals is tough
    • Measuring is a lot of work
  • We struggle to get from Goal to task
    • No idea how to prioritize
  • Life Happens
    • ...
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Episode 107 – Selecting Task Management Software that works for you

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Have you ever had that day where you work for hours, and check off dozens of items off your to-do list and feel like you have achieved nothing? I have. I have had so many days I started to look at this years ago when I worked at UPS. I started to find that we have a way of creating busy work for ourselves. We create so much of it, we start to use systems to create track it. And private industry has responded with those applications. The task management apps and website.

Task Management software can be great

It can make you get more work done. I am a big believer in getting more done in less time. However, It appears the systems can become a burden. I have worked with many large businesses and government agencies that would start creating more and more applications to track the work that then left the workers in a bind.

If you spend more time tracking yourself, then...

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Episode 104 – How to get it all done

We all have so much to get done. Our small businesses can turn us into workaholics. Our family and friends are always trying to distract us. And all those hobbies take time. So can we really get it all done?

Human nature says no

Think of how much life has changed for humans since the dawn of recorded history. We have created air conditioning, air planes, escalators, teddy bears, the Theory of Relativity and all those major changes happened in the first 5 years of the 20th century.

As a species, we are driven to make our life, and the life of our family members better.  It has taken humans from small tribes of hunter gatherers to data scientist in ~5,500 years. So stop worrying about getting it all done, until we reach a utopian state we will always come up with new tasks to do next.

So stop trying to get it all done

Your time is better spent trying to learn how to figure out what to do and how to do what you are doing better to get to your next goals. And...

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Episode 93 - How to automate your appointment scheduling

Scheduling client meetings, interviews, and other appointments can be time-consuming. In this episode, we discuss appointment scheduling apps that can help you save time and get paid faster.

Why should you consider an appointment scheduling app?

There are many reasons to use one of these apps. Here are some of the most important ones:

  1. Allows clients to schedule appointments with you without the back and forth of email scheduling.
  2. Allows clients to pay for appointments before the meeting.
  3. Automatically sends appointment reminders.
  4. Allows clients to reschedule if needed.
  5. Allows you to set up classes or workshops with multiple attendees.

You can also use these systems to book other types of appointments like discovery calls and podcast interviews. Really any situation where you need to meet with someone else, you can use one of these systems. 

Key features

There are a lot of apps out there. In this episode, we only discuss a few of them. When looking at different systems, you...

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Episode 83 – Want to get more done? Go have fun

Have you cut out hobbies to get more done? Think again!

In today’s episode, we will be talking a lot about the benefits of hobbies, and they are real.  You can promote the increase of eustress, and decrease your distress.  Essentially, help remove the bad stress and try and replace them with positive stress.

As this happens, you will see less of that horrific morning and work fatigue.  So much like sleep, hobbies are a great way to promote increases in productivity, improved social supports, and do it while having fun.

Want to be successful like Warren Buffet? Try the ukulele

After all, don’t all the gurus tell us to model successful people before they sell us a complex system on helping improve our productivity?  And how many of them told us to spend more time having fun with hobbies.

I am still looking for that guru.  I am so sick of trying to work smarter practicing systems that might help my productivity in about a month of intense practice....

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Episode 81 – Sleep: Your greatest productivity tool

What!!! I cannot sleep, I have too much work

Hey, we understand. Jeff resisted this notion for years. Because the idea that if you sleep more, you can get more work done in less time is counter-intuitive. However, Jeff was researching content on the basics of improving performance. We found lots of evidence that sleep is the foundation of performing at a higher level.

Is sleep the basis of better performance?

Yes, since adopting a few new strategies many of which we learned at Brendon Burchard’s live High Performance Academy (not an affiliate), we have both found an increased level of energy, less time lost to little energy, and greater focus for the entire day.

 The results have been so astounding we have rescheduled our whole content plan at Small Biz HQ to dedicate April 2017 to help our friends and peers.

While researching why we had the improvement, the actual importance of sleep became apparent.

If you do not know, Jeff is a skeptic.  So, he follows up...

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Episode 74 - Prioritizing all the things

We all have way too much on our to-do-lists. Trying to determine what takes priority can be difficult. In this episode, Jeff and Kristin discuss how to prioritize all the things you need to get done. 

Often, we try to get everything done at the same time and end up getting nothing meaningful done. Knowing your priorities is an important step to finding the meaningful tasks in your business. Your top priorities should always be products and people. 

Products include everything you sell. If you don't have something that will generate income, you won't be in business for long. 

People are those who will assist your business and those who will become customers. Focusing on relationship building is an important part of your business. How much time are you focusing on it?

Don't get caught up in perfection. Don't get caught up in the technology. There are always ways to simplify the process so you can get started easily. If you are getting bogged down in the details, tells...

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