Pilot.com’s Post

✨ 12 Years of Growth – From Garage Gym to Thriving Business! ✨ 12 years ago, I came across a garage gym down the street — what would soon become Mohawk Valley Wellness. That’s where I met John Bartholomeo. We connected right away over his great sense of humor and his clear vision for growth. John knew early on that adding a CPA to his team was the right move to turn his vision into a thriving business. Today, our quarterly meetings have evolved significantly. Not only do they include strategic discussions with John and his talented wife, but we also bring in expertise from our growing Universal Bookkeeper, Inc. team. Each meeting is focused on: - Setting clear goals and updating strategy - Tax planning to ensure compliance and maximize opportunities - Analyzing risks and making informed decisions for future growth From those early days in a garage to a successful business, it’s been an incredible journey to witness and support. These meetings are full of thoughtful planning (with some laughs mixed in), and it’s been a privilege to play a part in John’s success. Looking forward to many more years of partnership, growth, and strategic planning! #ClientPartnership #QuarterlyMeetings #BusinessGrowth #TaxPlanning #CrossFitMohawkValley #StrategicAdvisory #UniversalBookkeeper #LongTermSuccess

Golf and accounting might seem worlds apart but they share more in common than you think. In both disciplines, the goal is to achieve a target number - whether it's a below par on the course or minimizing tax liabilities. To hit these targets, every shot or financial transaction needs to be carefully planned. And just as golfers choose the right clubs for the shot, accountants select tools that best fit your financial scenario. https://lnkd.in/gsKPcAAB #californiaaccountants #businessaccountants #bestcpafirm

Our team of small business experts delivered an evening in Newcastle last evening for small business owners. We talked the personal side of being a business owner. The highs and lows, stresses and flexibility. We talked tax efficiency, growth, protection, structures, discipline and feelings. Great evening, thank you to Jay Bolton Julie-Anne (Jewlz) Ellem CA AGIA GAICD Knight Frank Newcastle Michael Boom Dan Barry Kerrod Holland Steve Pincham and Bradman Best #smallbusiness #smallbusinessowner #financialadvice

If you are looking for a full and productive one-day event, tailored specifically to your needs then look no further than the Manchester Leasehold Roadshow September 2024. I am super excited to let you know that Qube Accountants have been asked to run a workshop this year🙌🎉 If you want to learn more about Service Charge Accounts and Budgeting join us there👍 #Qubeaccountants #servicechargeaccounts #estatemanagement #blockmanagement

Over the years, small businesses have significantly increased as dreamers have become more audacious and this is reflected in the rise of CAC business registration agents. We all have heard about how consistency keeps businesses afloat but when it comes to keeping track of the numbers, it’s easy to think that’s something only “big businesses” need to worry about. As a small business owner, do you keep track of your figures, or are you one of those who keeps wondering where it all goes? I know you’re probably wearing multiple hats—managing operations, finding clients and building a brand. All of these are important, but keeping track of your revenue is as well. In the month of October, I’ll be sharing practical (and do-it-yourself) advice and conversations around managing your cash flow, understanding your financials and making more informed business decisions. Here and there, expect a personal touch from me—notes to inspire and uplift 💖 Thank you for being here, and I’m excited to walk this journey with you. By the way, Happy new month in advance. What was the highlight of September for you?

Understanding you financial statements and what your KPIs are is so important for your business, but even more important when franchising so that it can help you become a better franchisor. #SMBFranchising #ItsAllAboutTheRelationship #LetsssGooo

What do Rocky III, Indiana Jones & the Last Crusade, and Die Hard with a Vengeance have in common with our series on commercial real estate leases? They're all epic threequels. What's that, you say? You don't think commercial real estate leases make for a gripping saga – let alone a 3-part series? WRONG! Excitement, surprises, critical details, dangers lurking around corners… they're all there when you negotiate & sign a commercial lease. This is also why you can't do it alone. After all, if Rocky needed someone in his corner, so did you! It's week 202 of our FREE weekly webinars designed to help business owners save money, make money, stay out of trouble, & have fun as they run their companies. This week, Adam & Jack (Gary’s taking a needed break) are back with special guest Michele R. (Sanna) Peltz, attorney & commercial real estate extraordinaire, to deliver you the third & final installment of our series on commercial real estate lease details & how you can navigate them with confidence. (Yep, we'll still take your tax, legal, & business growth questions for FREE.) Date: Thursday, 4/11/2024 Time: 11 a.m. ET Cost: FREE (Registration link in 1st comment.) The story we've been telling is just getting good. We have loose ends to tie up. You can't afford to miss the last show. Agree? #taxes #business #anythingbuttypical Shumaker, Loop & Kendrick, LLP BGW CPA, PLLC

Final Call! We’ve had a couple of last-minute cancellations, so we’re opening up two more tickets for this Thursday’s Creative Finance Masterclass at our Leeds headquarters. Space is limited, so this really is your last chance to join us. If you’re ready to explore creative ways to fund your property deals without the usual red tape, we’ve got a full day planned just for you. From joint ventures and private investor finance to lease options and even furniture leasing to keep cash flow strong, we’re covering it all. Plus, we’re excited to welcome a seasoned investor who’s funded countless deals. They’ll be revealing what makes a proposal stand out, the criteria serious investors look for, and how you can approach deals with confidence and credibility. Throughout the day, expect practical strategies, hands-on workshops, and real-world case studies—all designed to help you uncover new ways to finance your deals. And with plenty of time for networking, you’ll connect with like-minded professionals eager to share insights and support your goals. We won’t be taking any more bookings after 6 p.m. tonight—that’s the cut-off. First come, first served, so click on the link below to secure your spot.

Only 30% of family businesses survive the transition from first to second generation ownership, and merely 12% make it to the third generation. Check out these and other fascinating stats on family businesses put together by Score.

“Only when the tide goes out do you learn who's been swimming naked” 🏊♀️ Warren Buffet’s wisdom applies to law firms as much as anyone. Many UK Employment lawyers in the mid-2010s were swimsuit free on a muddy beach. The same to applied property lawyers in the early 90s and after Lehman's collapse in '08. Those who were financially robust 🏋♀️ were spared blushes😊. This was not just about surviving the initial shock but being able to re-invest. You needed agile thinking but also the cash 💵 to back new initiatives. In the race to grow, many law firms overlook the most critical foundation for success: profitability 📈 . It’s easy to think that more clients or big offices equal more revenue, but growth without profit means a danger of drowning. By “profit” I mean that which quickly turns to cash 💲 . An aged debtor list is not the real thing 😟 . Many law firms are still burn cash like gas guzzling cars in a Tesla age 🚘 . Here’s why profitability should come first before growth ⬇ 💰 Financial Health: Cashflow, to invest in technology, talent and marketing 💰Efficient Operations: Focusing on profitability forces you to streamline operations e.g. maximising billable hours or reducing debtor days. This mean a firm can scale without increasing its overheads. 💰Resilience in Tough Times: A highly profitable firm is better positioned to weather economic downturns, unexpected client losses, or changes to the legal market. 💰Quality Over Quantity: Growth is easier when built on a foundation of strong client relationships, best in class service and the most profitable types of work. Focusing on profitability ensures you’re not just adding clients, but adding value. 📈 I have teamed up with financial expert Julie Wong to deliver a workshop entitled "IS YOUR LAW FIRM LEAVING MONEY ON THE TABLE" on 31 October 2024 4PM London (11AM Eastern) where we will give tips to shore up your financial resilience. The workshop is at no cost to you🆓. Please DM me if interested. #ProfitableLawFirm #LawFirmFinance