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.
Emails and Sales and Receipts
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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 and in the past. I'm using that information to build better for next year. And I'm sure I'll have more on that...later. Right now though, as I'm settling back in from my hiatus, I'm slammed with emails in my inbox and working my way through each and every one. And the accountants out there know one of the things I'm slammed with - the endless software advertisements and showcases coupled with Continuing Education. I'm not usually overwhelmed by the sales emails. They don't usually frustrate me. Everyone needs to sell. I don't have to read them all. and I can always unsubscribe (or, for those emails that slip in because of LinkedIn or an organization selling their list that my email is on and needs to be on, I can mark it as SPAM). Today though, I'm not feeling so gracious. Today, I have a few client things I'd like to dive into. I have this newsletter to write. And my husband and children are heading to a science museum I'd also like to go to. Plus there's supposed to be weekly board game day happening today. Clearly, I'm not going to get to everything. Something will have to give. Historically, it's the fun things - the afternoon out with the kids and/or game day. I don't know what will win today (I'm writing this on Sunday, before lunch and before any planned activities with others happen). And the lists of five steps to magically change everything in your business and the one thing that changed this other person's business are, frankly, just irritating. I have to remind myself though: these emails are more frequent because of the seasonality of the tax and accounting industry - because this is when these product and service providers can get our collective attention. So for now, I'll take that deep breath I need to take, skim the things I feel like I need to, schedule a little more Continuing Education before year-end, and focus on getting more than zero done. Until next time Megan |
Crayon Advisory, LLC
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.
Hello Reader, It's the thick of tax season, and I'm scrabbling daily on a drawbridge of an analog to-do list that goes over a moat of project and task management. The overwhelm is real (including the healthy dose of fear that comes with putting out this honesty). How many of you start your day by reviewing your intentions for the day, dive into an email, and then all hell breaks lose? Or you start in on a project and that project is bigger, meatier, and more time consuming than expected? And...
Hi Hello Reader, It's been...well, it's been a minute. Kit is telling me I last worked on this at the end of October, which is about right - that's also when I had to work on a major software change in Crayon Advisory in earnest. This email didn't go out because my focus shifted to more immediate things. And then I kept telling myself (lying to myself?) that I'd send this out next week. And then next week. And next week became many weeks (*gulps* months) later. Time doesn't pass for me in...
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...