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Defining the Digital Mindset

When I hear the term “Digital Mindset”, I think more of the reason technology was...

Week 8 of 8 after PPP funding: Coming off the Mountain

Many books have been written on climbing Mt Everest. About the extensive preparation, the possibility...

Week 7 of 8 after PPP funding: Try Not to get Distracted

Even though new legislation has extended the time allowed to use the funds and also...

Week 6 of 8 after PPP funding: Reconnecting with your Spoke and Wheel

If you’re like me, you are starting to get inundated with emails and posts regarding...

Week 5 of 8 after PPP funding: Here comes that “L” word again

I constantly remind my clients (and family) that I’m a logical thinker. My motto being...

Week 4 of 8 after PPP funding: Learning to Pivot

Even though I’ve been a spreadsheet user for many years, I recently felt it would...

Week 3 of 8 after PPP funding: Finding your Footing

When disaster strikes, it’s not unusual for solid foundations to shift or even break, for...

Week 2 of 8 after PPP funding: The Gap is Widening

Ask any business owner who has survived a recession or financial crisis over the years...

Week 1 of 8 after PPP funding: Now What?

So, you’re celebrating your PPP funding but realize the clock is now running. You have...

Content Creator

In addition to 30 plus years as a CPA, I am passionate about serving my community and presently serve as Treasurer or CFO in multiple local organizations. I also have established my own non-profit organization, Generation Prime, which is dedicated to non-profits and community organizations by providing direction in creative education and employment training, including financial literacy.