The accounting industry is changing rapidly. Artificial intelligence and other developments are taking over work from accountants, bookkeepers, tax-advisors and cpa's. They need to add services beyond compliancy work to survive. They need to add value and become profit advisors. The Profit Advisor provides practical tools to accomplish this.
Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.
Investors are more sophisticated than ever, and they have to be. The market today is challenging and the old rules of investing simply do not apply. This book is a new breed of investment guide for a savvy public. Oakshire Financial provides quality financial research and advice, written by experts to its 100,000 plus subscribers. Now, readers of this book will receive the same great advice along with a broad review of the best strategies in several sectors of the market. Their tested strategies provide investors with an understanding of the investment process and tactics needed to manage a strong portfolio. The Profit Hunter provides investors with the comprehensive tools to succeed. Written in accessible, engaging prose, these experienced Wall Street prognosticators outline topics such as: Trading for gains in the future Downfalls of the investor's mindset Diversification Option strategies Where and how to trade Single Stock Futures Strategies in FOREX, and much more.
"The Profit Mindset: How to Think Like a Successful Entrepreneur" is a comprehensive guide to mastering the mental and emotional habits of highly successful entrepreneurs. Written by a seasoned entrepreneur and business coach, this book will teach you how to develop the mindset and strategies needed to achieve financial success in today's competitive business landscape. The book delves into the key principles and strategies that successful entrepreneurs use to create and scale profitable businesses. It covers topics such as setting and achieving goals, developing a powerful vision, creating a winning strategy, and building a resilient mindset. Through a combination of expert advice, practical tips, and real-life examples, the book shows readers how to think like a successful entrepreneur and achieve their financial goals. In "The Profit Mindset," readers will learn how to: Develop a clear and compelling vision for their business Create a strategy that aligns with their goals and values Overcome limiting beliefs and adopt a growth mindset Foster a culture of innovation and collaboration Build resilience and mental toughness to overcome obstacles Whether you're an aspiring entrepreneur, small business owner, or corporate executive, this book will give you the tools and strategies you need to achieve financial success. With actionable advice and real-life examples, "The Profit Mindset" is a must-read for anyone looking to take their business to the next level.
Once essential to the distribution of financial services, today's financial advisor has been replaced in a far more efficient and cost-effective manner by technology. But unlike the record and video stores that suffered the same fate, advisors can thrive in the age of Amazon provided they adopt a paradigm that is almost completely opposite from everything they've been taught thus far.Million dollar fee-based advisor Dan Cuprill and marketing expert Heather Stevens demonstrate the steps to adopting an approach that will help financial advisors to not only survive but thrive as the business world around them rapidly changes.
Service Advisors in the Automotive industry create, arguably, more gross profit than any other employee in the dealership and receive the least amount of training. On top of that, they also have the most influence on customer retention and future new car purchases. The facts are, according to NADA, regular service customers are 17 times more likely to buy their next vehicle from their servicing dealership. And an increase in customer retention rates of just 5% improves dealership profits by 35%. Millionaire Service Advisor is a roadmap on how to do just that, focused on the caring and collecting of customers. Includes an 11 step process on how to implement our Circle of Trust System.
Nonprofit leadership is messy Nonprofits leaders are optimistic by nature. They believe with time, energy, smarts, strategy and sheer will, they can change the world. But as staff or board leader, you know nonprofits present unique challenges. Too many cooks, not enough money, an abundance of passion. It’s enough to make you feel overwhelmed and alone. The people you help need you to be successful. But there are so many obstacles: a micromanaging board that doesn’t understand its true role; insufficient fundraising and donors who make unreasonable demands; unclear and inconsistent messaging and marketing; a leader who’s a star in her sector but a difficult boss… And yet, many nonprofits do thrive. Joan Garry’s Guide to Nonprofit Leadership will show you how to do just that. Funny, honest, intensely actionable, and based on her decades of experience, this is the book Joan Garry wishes she had when she led GLAAD out of a financial crisis in 1997. Joan will teach you how to: Build a powerhouse board Create an impressive and sustainable fundraising program Become seen as a ‘workplace of choice’ Be a compelling public face of your nonprofit This book will renew your passion for your mission and organization, and help you make a bigger difference in the world.
YOUR STEP-BY-STEP GUIDE TO FINANCIAL PEACE OF MIND! How can you become financially secure with the resources at your disposal? What is the safest way to invest, and accumulate, money? And why is it never too late to start planning your financial well-being? Money plays a role in nearly every aspect of our lives, and yet very few of us know how to save, where to invest and how to avoid money troubles. This highly accessible book is aimed at anyone who wants to improve their financial situation, from the financial novice who needs clear basic guidelines on how to deal with money to those who are more financially savvy but want to supplement their knowledge. Covering a range of topics, from saving, investing, debt management, buying a house to blunders to avoid, Become Your Own Financial Advisor provides people of all ages and levels of wealth with practical information on how to improve their finances. And, in the process, proves that financial freedom is possible for everyone.