Tuesday, August 27, 2013

What We Can Learn from Neil Armstrong's Recent Death

You may have joined the nation today or yesterday on Facebook and Twitter in mourning the passing of an American hero.  Neil Alden Armstrong, the first man to set foot on the Moon, passed away on August 25, 2012.

Why, then, are there so many posts of a "RIP Neil Armstrong" nature?  The theory is that there was a misunderstanding about a post marking the anniversary of his death. (source)

Whether it was one misunderstanding or a series, there were enough people under the impression that Neil Armstrong had just died to get the "news" trending.





1.  People miss crucial details.

Maybe this happens a little more often on Twitter or Facebook.  The messages there don't get the same priority as business communications.  However, if you shoot someone an email the length of a tweet, don't make it something too important.

This goes for office communications as well as client communications.  ESPECIALLY client communications.  If your ads aren't understood correctly, that's lost money.  If there's a foul-up handling something for a client due to a miscommunication, that may be a lost client.

Take a little more time to make things clear, and explicitly address possible confusion.  When you say "on Wednesday" go ahead and add "the 28th" or "tomorrow".  Nobody's going to criticize you for being easy to understand.

2.  People forget things.

Yes, people should have remembered that Neil Armstrong had died, especially when posts mention that it was the anniversary of his death.  However it happened, they missed it, and they'd forgotten.  Some of you may be wondering how that's possible.  He's Neil Armstrong.  Other readers are wondering what the big deal is.

The fact is that people have different circles of interest.  Person A thinks it's incredible that Person B forgot about Neil Armstrong.  Person B thinks it's incredible that Person A has never heard of the Beatles.  Rolling out your newest product is big news to you, but it may not be on someone else's radar at all.  Even though you've been advertising half a year and have talked with this very person about it, go ahead and throw in a one sentence reminder.  "We're excited about relasing XYZ..."  "I hope to see you at the back-to-school party..."  Again, you've got nothing to lose.

Friday, August 9, 2013

Hint: The correct answer is 'yes'.

Here's a survey from HBJ's business pulse. I was thinking of answering "Yes, if they're comfortable." On further thought, it's really, "Yes, it's expected." If you're not comfortable on twitter or other social media relevant to your business, it's worth the time and effort to get comfortable. Twitter, for example, is a quick, free line of communication to your clients. What's better, it's a line of communication directly from them to you.

http://www.bizjournals.com/houston/poll/poll/12432862?goback=%2Egmr_4909800

Wednesday, August 7, 2013

Interfacing with my CPA – Support for Small Businesses

                 These simple questions will help you keep your CPA running smoothly no matter what model or version you’re using.

1.  Is your CPA plugged in?

                Ensure that your CPA regularly receives information about your business.  Your CPA is programmed to operate on whatever information it has and assume that information is current.  Make sure your business’s financial records are connected to your CPA.  If there are business related emails more important than daily activity, you might forward them to your CPA as well.  This will allow your CPA to record and report investments and other dealings promptly and even assist you in executing them if desired.

2.  Are you logged in correctly?

                Check to see that your CPA has all necessary information.  Your CPA will need certain information about yourself or your business in order to function properly.  Your CPA can tell you everything required upon request.  The information needed will vary depending on what your CPA is doing.

                Keep in mind that CPAs have different modes such as tax preparer, CFO, bookkeeper, and more.  Operating your CPA in one mode may require more information than another mode.  Again, your CPA can list all needed information upon request.  There may even be an unimportant looking email from your CPA on this subject sitting in your inbox.

3.  Are you running the correct mode?

                Make sure that you have engaged your CPA to function the way you want.  If you are having your CPA file reports with the SEC, the CPA will need several components, including a balance sheet, income statement, and cash flow statement.  These may be generated by your CPA or by yourself and then sent to your CPA.  Make clear to yourself and your CPA who will be producing these documents.

4.  Are you running current software?

                If you answered question 1 affirmatively, then this issue is likely taken care of by automatic updates.  Your CPA is regularly downloading everything needed from your business.  However, your CPA may encounter additional requirements, especially at certain times of year.  Should this happen, your CPA will prompt you for additional information.  Quick response is highly recommended.  Too much delay may result in your CPA freezing up, difficulty running programs, or, worst of all, an error, which often results in financial loss.


We hope this short list of common CPA issues was helpful.  Should you have further issues or questions, please visit http://www.clearfinancials.com/contact.htm, and we will be glad to assist you.

Monday, August 5, 2013

You are invited to a very special lunch and learn


What does your company dashboard look like?
Become fully informed so you can be more
competitive and knowledgeable at driving your business.
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A Very Special Lunch & Learn
Discover about the importance of using Key Performance Indicators in your business to drive profits and put more money in your pocket.
Uncover new facts about your business as you explore data.
Data exploration leads to discoveries, fresh insights, and a different perspective, and this won’t happen if you’re not prepared.
Find out how you can create a custom dashboard to harness metrics and KPIs to gain a strategic advantage in the marketplace.
Thursday, August 15th from Noon to 1 pm
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http://www.clearfinancials.com/kpi.htm | (713) 780-0806