Planning

Maximizing Productivity and Morale in Q4

Maximizing Productivity and Morale in Q4

Maximize productivity and morale in Q4 with effective strategies! Discover how to set attainable mini-goals, embrace flexibility, prioritize personal well-being, and stay connected with your mission. Learn to finish strong with strategic foresight as you navigate the final stretch of the year. Join us in creating a thriving work environment that empowers your team to succeed!

The Power of Reflection: Analyzing Past Goal Performanc

The Power of Reflection: Analyzing Past Goal Performanc

Uncover the transformative power of analyzing past goals with Lighthouse Advisory. Enhance decision-making, optimize resources, and enhance accountability for future success. Learn effective strategies for analyzing past goals and setting improvement benchmarks. Linking reflections to future success ensures your business vision aligns with operational realities. Elevate your business with expert guidance and illuminate the path to enduring success with Lighthouse Advisory. Schedule your complimentary consultation today.

Setting Sail for Q4: Why Starting Early Makes All the Difference

Setting Sail for Q4: Why Starting Early Makes All the Difference

Set sail for a successful Q4 with early preparation. Reflect on your journey so far and gather wisdom from your experiences. Set clear, achievable goals for the next three months. Budget wisely and prepare for any turbulence that may arise. Engage and motivate your team for peak performance. Remember, early preparation not only ends the year right but also sets the stage for the next. With Lighthouse Advisory as your guide, navigate the unpredictable seas with confidence and skill. Let us help you shine in budgeting and financial planning. Schedule your free consultation today.

Leveraging Your Mid-Year Review for Streamlined Efficiency

Leveraging Your Mid-Year Review for Streamlined Efficiency

Boost operational efficiency with strategic insights from your mid-year review. Explore practical steps to identify bottlenecks, innovate processes and adopt automation for business growth. Find out how to cultivate a culture of continuous improvement with Lighthouse Advisory's expert guidance. Schedule your consultation now

Strengthening Your Mid-Year Business Review with Emergency Preparedness

Strengthening Your Mid-Year Business Review with Emergency Preparedness

Discover the key insights into integrating emergency preparedness into your mid-year business planning process. Gain invaluable tips for crafting an effective emergency preparedness plan and see how linking mid-year planning with emergency preparedness can create a solid framework for business resilience and growth. Embrace these strategies to bolster your business's foundation and prepare for continued success and stability

Proactive Preparedness: The Importance of Emergency Planning for Entrepreneurs

Proactive Preparedness: The Importance of Emergency Planning for Entrepreneurs

Discover the top 5 strategies and insights gained from navigating an unexpected health crisis as an entrepreneur. Learn the importance of proactive emergency planning and how to safeguard your business from unforeseen events. Get prepared now to ensure your business remains resilient in the face of the unexpected.

How to Set and Achieve 2023 Goals

How to Set and Achieve 2023 Goals

As a business owner, October is the perfect time to review your business goals and set new ones for 2023. Here, I’ll share a simple framework that you and any key stakeholders can work through to create achievable goals for 2023 (and beyond). Before we can set new goals, we’ll need to review our current ones and look for any areas we need to focus on.

Business Coach vs. Financial Management Consultant

Business Coach vs. Financial Management Consultant

You have big dreams for your business, but who will help you get there? Business owners usually have great support from family, friends, employees, and networks. However, if you’re hoping to reach some major goals, you may need third-party guidance and accountability to achieve them. Two popular sources of support are business coaches and financial consultants. Let’s walk through these roles and which one may be right for you.

Business Tax Prep and Advice

Business Tax Prep and Advice

This resource is for educational purposes only. Make sure to speak with your tax professional for specific guidance. As state tax laws, federal tax laws, and the small business deductions change, it’s critical that a professional with a solid understanding of the current tax law assist you with filing your taxes. Now, onto your tax prep checklist!

5 Reasons to Outsource Your Business Finance Strategy

5 Reasons to Outsource Your Business Finance Strategy

When we start our businesses, we are in DIY bootstrap mode and try to do as much as we can on our own. Once the business is up and running, it’s time to make key investments to help your business grow and thrive. When you’re a solo entrepreneur, and running the show yourself, it’s tough to decide when and where to outsource a part of your business. Your business is an extension of you, so, of course, it’s scary to let go of a part of it.

Many business owners hit a point where they need the help of experts to take their business to the next level. Let’s talk about outsourcing the most important piece of your business - the financials.


The Magic of Your Financial Reports Explained

The Magic of Your Financial Reports Explained

Meet the three main objectives that our Principal Business Consultant Joanna Bramer goes through with her clients each month when she reviews their financial reporting and analysis with them.

Paying Your Taxes as a Small Business Owner

Paying Your Taxes as a Small Business Owner

As a business owner, you work really hard and wear multiple hats (and scarves and shirts) to make everything work. You deserve to enjoy the fruits of your labor and live well without feeling stressed come tax season or hoping there’s enough money to pay yourself each month. There’s a better way to manage your business cash flow without increasing sales.


Grow Your Profit with Your Own CFO

Grow Your Profit with Your Own CFO

As a business owner, you work really hard and wear multiple hats (and scarves and shirts) to make everything work. You deserve to enjoy the fruits of your labor and live well without feeling stressed come tax season or hoping there’s enough money to pay yourself each month. There’s a better way to manage your business cash flow without increasing sales.


How the Profit First Method Works

How the Profit First Method Works

As a business owner, you work really hard and wear multiple hats (and scarves and shirts) to make everything work. You deserve to enjoy the fruits of your labor and live well without feeling stressed come tax season or hoping there’s enough money to pay yourself each month. There’s a better way to manage your business cash flow without increasing sales.


Finding your successes in 2020!

2020 has been a tough year. Take a moment to reflect on your successes and see some of mine. These ideas and adjustments are worth celebrating! I have pulled together some areas where I have seen some of your businesses excel; take a moment, recognize yourself for those wins.

Building Your Strategy: Putting you on the path for success!

If you're working on next year's plan and could use a little help, take a moment to read our latest Blog post on building your strategy. Creating a comprehensive Strategic Plan is critical to achieving your goals. This month we're weighing in on what is the most important and how to develop a well thought out plan.

Contrasting Bookkeepers, Accountants, and CFO/Controller

If you aren’t sure what the difference is between a bookkeeper or accountant and a controller/CFO, it’s ok, you aren’t alone. I frequently get asked if I provide bookkeeping services (I do not) but not everyone understands why. I wanted to use this month’s newsletter to explain what the differences are between the two roles.

So you have a budget, what's next?

Whether your business is 30 days or 30 years old, at some point you most likely thought about developing a budget to keep your expenses in check. Your budget should not just be a static object to adhere to, but rather a fluid management tool used to measure your progress against targets.