Yearly Archives: 2017

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Growing Customers For Life For Your San Antonio Business

We're starting in on the second half of the summer, and I have a question for you: How are you feeling about 2017 thus far for your San Antonio business? Now that we're over halfway through the year, it's a nice time to take stock. So, really, I'd be interested: How are things going for you so far? Send [...]

2022-02-19T18:54:49-06:00July 26th, 2017|Blog|Comments Off on Growing Customers For Life For Your San Antonio Business

Should You Buy A Building For Your San Antonio Business?

Every week, we advise our clients about how to handle their San Antonio businesses, and particularly their finances. It's a big part of what we do around here, and many don't even realize how much we're willing and able to help. (And that's fine, because we are plenty busy -- but always willing to talk.) [...]

2022-02-19T18:54:25-06:00July 19th, 2017|Blog|Comments Off on Should You Buy A Building For Your San Antonio Business?

Goal Setting For Your San Antonio Business

Goal setting. Some people *love* reading and writing about it; but to others, it can provoke a sure-fire rolling of the eyes. Indeed, this whole ritual of "goal-making" can feel very cliche, but look -- we all need little "nudges" to help us actually make changes in our lives. I see it as my role [...]

2021-11-10T17:15:35-06:00July 12th, 2017|Blog|Comments Off on Goal Setting For Your San Antonio Business

The BEST Marketing Strategy for Your San Antonio Business

When I chat with my San Antonio business-owner clients and friends, I find that many of them are adopting a "herd mentality" when it comes to marketing their business. I'd like to see that change for you, and for all my business-owner friends. Granted, I know my limits -- I'm an accountant, not a marketing [...]

2022-02-19T18:54:59-06:00July 5th, 2017|Blog|Comments Off on The BEST Marketing Strategy for Your San Antonio Business

Creating A Marketing Campaign For Your San Antonio Business In 2017

As is often cited, more fortunes were made during the Great Depression than during any other time to that point (and well beyond, even when you adjust for inflation). I say this to point you (and myself) higher, and to lift our vision about what is possible -- especially with all of the continued doom [...]

2022-02-19T18:56:26-06:00June 28th, 2017|Blog|Comments Off on Creating A Marketing Campaign For Your San Antonio Business In 2017

Winning Back Customers In San Antonio

This past tax filing season was one of our best yet. And by "best", I mean that not only did we get to serve a bunch of great San Antonio clients, but we were able to help a lot of tax "issues" get resolved, and made a lot of clients happy. But one thing in [...]

2022-03-21T14:44:45-06:00June 21st, 2017|Blog|Comments Off on Winning Back Customers In San Antonio

How to Stop Worrying by Sherry Tolbert

There are so many things in our modern world that are true causes for concern. Whatever your politics, the atmosphere in Washington is tense. There is unrest across the culture, and a sense that many of the things that we have grown to rely upon aren't nearly as stable as they once were. And to [...]

2022-03-21T14:45:16-06:00June 16th, 2017|Blog|Comments Off on How to Stop Worrying by Sherry Tolbert

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In San Antonio

There comes a point when you hear news such as we all saw unfold over the weekend in London (and earlier in the week in Manchester, UK), and it's tempting to just go numb. It feels like survival, during these crazy times. But I'm fighting to care, and not just tune EVERYTHING out. There is [...]

2022-02-11T12:33:25-06:00June 9th, 2017|Blog|Comments Off on What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In San Antonio

Millennials In The San Antonio Workplace

Memorial Day is behind us, and our lives move forward. Mere words, even a full day of memorializing cannot measure the worth and honor due to our fallen service men and women. For many of us, a 3-day weekend ushers in the summer ... and maybe that's because the task of memorializing itself seems not [...]

2022-03-21T14:45:45-06:00June 2nd, 2017|Blog|Comments Off on Millennials In The San Antonio Workplace

Tolbert’s Guide To Keeping Financial Records

The other day, the New York Times ran a story that spoke to one of my favorite topics: keeping our minds clear. The subject was the seemingly-endless barrage of news stories about the current administration, and the challenges of navigating your mind to be free of it all. Whomever you voted for, whatever your political [...]

2021-12-29T08:18:38-06:00May 26th, 2017|Blog|Comments Off on Tolbert’s Guide To Keeping Financial Records
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