The Three Best and Worst Ways to Spend Your Meeting Budget

Luxury Boardroom seating 8 people in Alpharetta, Georgia

Meeting planning is no small undertaking. And if you’re responsible for planning and executing your team’s meetings, you’re also likely responsible for managing your team’s meeting budget. The stakes are high and you’re expected to make the most of the money you’ve been allocated. But it can be difficult to determine how to best spend…

Read More

5 Tips to Recapture Your Wealth

Did you know that many American’s transfer away between $2,000,000 and $5,000,000 of their wealth over a lifetime.  Yes, millions according to U.S. News and World Report. Could you be one of them? The truth is we will all transfer away wealth but we all have the opportunity to recapture a good chunk of that…

Read More

Two Things Your Boss Wishes You Knew about Finance

If you’re not working in your company’s finance department, you might not think you need to know anything about finance. You may not even be privy to the financial statements. Regardless, a few financial nuggets can increase your knowledge, enhance your working relationship with your boss and help you contribute to the company’s bottom line.…

Read More

Foundation First

It was a low point. I was on the phone with a non-profit who specialized in debt consolidation and financial counseling. My wife and I had just laid out our total financial picture to the counselor on the other end of the line. We were waiting for her to come alongside us with some practical…

Read More

Simplifying Accounting for Entrepreneurs & Small Business Owners

Unless you’re an accountant, maintaining your books may not be high on your priority list. However, making finance work for you and streamlining these tasks can make a big impact on the profitability and longevity of your business. Whether you’re passionate about technology, consulting, sales or web design, get ready to crunch those numbers faster…

Read More