My wife and I started a new workout regimen. We recently decided to begin working out daily for 30 minutes. A few
weeks in, and we are sticking to our goal and noticing some changes. We have
more energy, we feel better, and we know in our heads that we are doing the
best thing for our bodies.
My chiropractor once told me that
it is much easier to stay healthy than to get healthy. Once you figure out
what’s wrong with you, and you fix that problem, then you have to maintain the
wellness. It’s easier on your body if you take care of yourself and stay well because you don’t experience those hills and valleys of sick, then
well, sick, then well. It’s just good business, you could say.
Physical health is similar to business health. We began working with a client a
few years ago, purely for tax advisory/planning and QuickBooks file review each
quarter. We did our job, notified them when profits were high and we had tax
planning opportunities, and carried on.
Then one day we noticed that they were getting really busy, and the bookkeeping was beginning to suffer. They used to close each month no later than the 6th of the following month; then one month it was the 10th; and the next month it was the 20th. Before we knew it, they were an entire quarter behind in updating their accounting records and tax planning was nearly impossible.
So, we set about helping them “get healthy.” We cleaned everything up, made sure that all the activity was entered and reconciled, and then we proposed a plan to help them “stay healthy.”
To this day, nearly two years later, we handle most of their accounting work, their payroll, the business and personal taxes, and we do everything from assist in forecasting the acquisition of a new client to the purchase of new real estate. Staying healthy (accounting-wise) is a heck of a lot easier than getting healthy.
Then one day we noticed that they were getting really busy, and the bookkeeping was beginning to suffer. They used to close each month no later than the 6th of the following month; then one month it was the 10th; and the next month it was the 20th. Before we knew it, they were an entire quarter behind in updating their accounting records and tax planning was nearly impossible.
So, we set about helping them “get healthy.” We cleaned everything up, made sure that all the activity was entered and reconciled, and then we proposed a plan to help them “stay healthy.”
To this day, nearly two years later, we handle most of their accounting work, their payroll, the business and personal taxes, and we do everything from assist in forecasting the acquisition of a new client to the purchase of new real estate. Staying healthy (accounting-wise) is a heck of a lot easier than getting healthy.
Today, I emailed that client to
let them know that I had prepared a tax projection for 2015 and we needed to
get ahead of a serious liability before we moved too much further into 2015. I
got the greatest thank-you email and we scheduled a time to meet. No shots, no
fasting, no prodding…just staying healthy and making entrepreneurs better.
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