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Crayon Advisory, LLC

Back office systems for small businesses and tax and accounting firm operations.

Do you own or operate a small business? Does that small business exist in the tax or accounting space? There may be a solution for you here to support your firm's back office.

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dark grey background with an acorn imp person carrying a leaf in a hexagonal frame. The title, "Emails and Sales and Receipts," is at the top in dark teal. The words, "I’m a little overwhelmed by the sales emails right now. Are you, too?" appear in a dark
Featured Post

Emails and Sales and Receipts

Hello Reader, I'm back from a bit of a hiatus. Did you miss me? Did you notice I had disappeared? I did a little bit. I needed a bit of a breather after extension season. I always tell myself, "next year will be different." And, in all honesty, next year will be different. It always is. But it's never quite different enough. It's one of the reasons this summer I spent a fair bit of time re-building and remapping what's worked well for me in the past and what didn't work well for me this year...

about 2 months ago • 1 min read
mustard yellow background with a photo of two park benches in a hexagonal frame. there's a light yellow title of "basis, basis, basis," and, "Come brush some leaves off this park bench and join me to chat about the need for basis tracking," overlaying the

Slide up next to me at this park bench. I hope you have a cup of something warm from your favorite local drink place. Are you as comfortable as you can be on a park bench? Good. Let's tip our cups together (I have a 16 ounce hazelnut latte if you're curious and it's made with care and love of coffee roasted locally in Portland, which isn't burning down, and with oatmilk gently steamed and holding it's foam. It might even have a sprinkle of nutmeg.) But I digress. Let's talk about basis...

3 months ago • 2 min read
red background with an image of outdoor tables and chairs in a hexagonal border. Header text reads, "Meeting cost." Additional red text on a butter yellow background reads, "Meetings cost more than the time spent during a meeting. There’s preparation befo

I don't make it terribly easy to meet with me. Some people don't like that. Some people are aghast that I value that time (at least two in the last week alone). But meetings are where we connect - it's where we can humanize and understand. So why do I make it so hard to meet with me? To be clear, I don't make it terribly hard to meet with me. I set boundaries: I expect to have the information we're going to talk about; The time to review it in advance; And for that care and attention to be...

3 months ago • 3 min read
yellow background with an imp figurine wearing a pine cone. Large red text says, "what didn't work." Smaller cream text on a red background says, "Not everything is always positive or hunky dory. Read on for a little bit of what didn't work when I tried t

Last week, someone asked me what I had done that didn't work. The quick answer: I listened to the most average, most common advice and attempted to implement it. I also followed the encouragement from my closest cheerleaders. Neither of these things worked - neither of them gave me the boost in confidence or in revenue that was promised from taking those actions. Keep reading for more details. A recap though: last week, I wrote about losing my confidence. I told a little story about the first...

3 months ago • 3 min read
Image of a squirrel holding an acorn in a hexagonal frame on a pink background with the words, "I lost my confidence"

Hello Reader It's nice to see you (again?). It's been a minute. You may have signed up for this over on Substack. If that's you, welcome. And if you've not been on my Substack before, that's okay. Don't go sign up there, too - I won't be writing there. I came to Kit because it connects and plays nicely with MemberVault. (Hint: click on Categories the top left to see things made for Tax Firm Owners or for Business Owners). But this isn't strictly why I'm landing in your inbox today. Today, I'm...

3 months ago • 3 min read