Monthly Archives: December 2013

A Personal Thank You…

ID-100219965Here we are, yet another year has passed and we’re at that special time of year where everyone is happy. I figured that it was a great chance to talk about something that I’m very thankful for.

I want to take this opportunity to thank you for reading this blog. What started out as a passion has evolved into something so much bigger with more than 2000 of you visiting every month to read some of the insights I share here. It makes my day every time I receive a message from someone simply thanking me for talking about things… Continue reading

Are You Risky Enough? Finding Your Risk Tolerance In Business

kelowna accountant business riskThe thing about risk is that it’s always different for everyone. You hear about risk and risk/reward all the time, that’s pretty common. You know that old mantra, the higher the risk, the greater the reward.

In general, that’s probably right but it’s calculated risk that really matters.

I met with the client yesterday that’s looking to buy a property. When you look at the project itself, it’s a reasonably good project, the numbers work and the location is great. The only hiccup is this particular individual is what I would call risk adverse.

Profiling A Risk Adverse Individual… Continue reading

What To Say When A Client Wants Free Consulting

debtI was recently called in to one of my partners’ offices that needed advice on a client issue. He received an email from one of his clients saying they wanted advice on something…but they didn’t want to be billed for it.

When I asked him what type of client this person was, he then told me that they were a D-level client.

My opinion? It’s time to fire the client.

Free Advice Isn’t Worth Paying For

It’s different when someone is a friend or family but if not, you should know that you’re getting your advice from someone that… Continue reading

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