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How Your San Diego Company Can Do More With Less Time

How Your San Diego Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your San Diego business right now?I'd like to get just a few sentences about what...

How San Diego Businesses Get More Done With Less Time

How San Diego Businesses Get More Done With Less Time

Would you shoot me a note?How are things going for your San Diego business right now?Doesn't have to be long ... just a little status update, is all. There might be some things we can do to help, if needed (or traps we can help you avoid if things are rolling along...

PPP Forgiveness Reminders For San Diego Businesses

PPP Forgiveness Reminders For San Diego Businesses

Doing business in the summer of 2020 sure ain't easy.I have San Diego clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many...

Passing Down Your San Diego Family Business

Passing Down Your San Diego Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for San Diego small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong consideration.And,...

Focus Training For Folks In San Diego

Focus Training For Folks In San Diego

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Instilling Financial Literacy For Kids In San Diego

Instilling Financial Literacy For Kids In San Diego

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

How To Manage Money For San Diego Millennials

How To Manage Money For San Diego Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...