August 1, 2016
Have you seen the Oasis cruiser? That’s one big ship! In fact, it’s so big that some fear getting lost. The point? Bigger is not always better. Aside from chocolate covered bananas and Reese Big Cups…going bigger isn’t always the right answer.
When it comes to your customers, there is good reason behind thinking small:
1. Keeping it real in the world of customer service. There’s something to be said about feeling like you are the only one. Despite the size of your business, customers want to talk to a real person and get that personal one-on-one attention. You can certainly be global, but should act local.
2. Staying grounded. No matter how big you get, always remember how you acted when it was just you and the dog working out of your garage. Never lose that. Customers who started with you from the very beginning will notice if you become too big for your britches.
3. Me + Small = Love. It’s always good to delegate when you can, but don’t let go of everything. Answer your own phone and emails. Tweet your own tweets. There’s an air of honesty and truth when you do your own communicating. You started out as one person…so go back to doing some of the simple stuff.
We encourage you, of course, to keeping growing and prospering, but everyone needs a reminder from time to time that the small stuff is important. Our clients love to feel like they are the only ones…and there is no reason why you can’t make that happen.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
As we close in on another year, we want to take the time to thank each and every one of our clients for your loyalty to not only our firm, but to our team of unique individuals. We like to believe that we are all more than just advisors and clients, but friends...some might even say family. So, from our crew to yours, we wish you and your entire staff and family a very healthy, safe and prosperous holiday season.