Set Goals for the Future: How to Create a Growth Strategy and Achieve Success

 

Planning for the future is an important step toward personal and professional success. Whether you want to grow your business, improve your financial situation, advance your career, or develop new skills, setting clear goals can help you turn your vision into reality.

However, having goals alone is not enough. You also need a strategy, a realistic timeline, and a way to measure your progress. Without a plan, it can be easy to lose focus, become overwhelmed, or put important priorities aside.

By establishing short-term and long-term goals, tracking your progress, and setting meaningful deadlines, you can create a roadmap that keeps you moving in the right direction. In this guide, we’ll explore how to set future goals, develop an effective growth strategy, and stay accountable along the way.

1. Establish Clear Growth Goals

The first step toward future success is identifying what you want to accomplish. Your goals should reflect your priorities, values, and vision for the future.

For business owners, growth goals might include increasing revenue, attracting new clients, improving customer retention, expanding services, or reducing operating expenses. On a personal level, goals might involve saving money, developing professional skills, or achieving a better work-life balance.

Make Your Goals Specific and Measurable

Vague goals can be difficult to act on because they do not provide a clear direction. Instead of saying, “I want to grow my business,” identify what growth means and how you will measure it.

For example:

  • Increase annual revenue by 15%.
  • Gain 10 new clients over the next six months.
  • Save $5,000 toward a future investment.
  • Complete a professional development course within three months.
  • Reduce unnecessary business expenses by 10%.

Specific goals help you determine what needs to be done and provide a way to evaluate your results.

Develop a Strategy to Reach Your Goals

Once you identify your goals, outline the steps required to achieve them. Consider the resources you need, the challenges you may encounter, and the actions you can take to move forward.

For example, if your goal is to attract more clients, your strategy might include improving your website, publishing educational content, attending networking events, requesting referrals, and strengthening your social media presence.

Break larger objectives into smaller, manageable tasks. This makes the process less overwhelming and helps you build momentum as you complete each step.

Remember to review your strategy regularly. As circumstances change, you may need to adjust your approach to remain on track.

2. Balance Short-Term and Long-Term Goals

Both short-term and long-term goals are essential to a successful growth strategy. Short-term goals help you make immediate progress, while long-term goals provide direction and keep you focused on your broader vision.

Short-Term Goals

Short-term goals focus on objectives you can accomplish within a relatively brief period, such as a few days, weeks, or months.

These goals are useful because they:

  • Address immediate priorities: Focus on current needs and opportunities.
  • Create milestones: Break larger objectives into achievable steps.
  • Allow flexibility: Make it easier to adjust your approach when circumstances change.
  • Build motivation: Provide a sense of accomplishment as you complete tasks.

For example, a business owner who wants to increase annual revenue might set a short-term goal of contacting five prospective clients each week.

Achieving smaller milestones helps build confidence and creates measurable progress toward a larger objective.

Long-Term Goals

Long-term goals focus on your broader vision and typically require sustained effort over a year or longer.

These goals may include expanding your business, building retirement savings, purchasing property, developing a new revenue stream, or advancing into a leadership position.

Long-term goals:

  • Support your vision: Keep your daily decisions aligned with your larger objectives.
  • Create lasting impact: Focus on sustainable growth rather than immediate results alone.
  • Require planning: Often involve multiple steps, resources, and milestones.
  • Measure meaningful progress: Use financial results, performance indicators, or other milestones to evaluate success.

For example, a business owner might establish a five-year goal of expanding into a second location. Reaching that objective may require increasing revenue, building cash reserves, hiring employees, and researching potential locations.

Connect Short-Term Actions to Long-Term Success

Your short-term goals should support your long-term plans. If you want to expand your business in three years, your current goals might include improving profitability, strengthening client relationships, and developing repeatable business processes.

When your immediate actions align with your future vision, each milestone becomes part of a larger strategy.

3. Track Your Progress Regularly

Setting goals is only the beginning. Tracking your progress helps you determine whether your strategy is working and where adjustments may be necessary.

Without a tracking system, you may not recognize problems until they become more difficult or expensive to address.

Choose the Right Measurements

Identify specific indicators that show whether you are moving toward your goals.

Depending on your objectives, you might track:

  • Revenue and profitability.
  • Monthly savings or debt reduction.
  • New clients or customer retention.
  • Completed projects and milestones.
  • Time spent on priority tasks.
  • Progress toward professional development goals.

For business owners, key performance indicators (KPIs) can provide valuable insight into financial performance and operational efficiency.

For personal goals, a simple spreadsheet, calendar, budgeting application, or checklist may be sufficient.

Schedule Regular Progress Reviews

Set aside time to evaluate your progress. Weekly reviews may help you manage immediate tasks, while monthly or quarterly reviews can provide a broader view of your results.

During each review, ask yourself:

  • Am I making progress toward my goal?
  • Which actions are producing the best results?
  • What obstacles are slowing me down?
  • Do I need additional resources or support?
  • Should I adjust my timeline or strategy?

Use your answers to make informed decisions rather than continuing with an approach that is not producing the desired results.

Tracking progress is not just about reaching the destination. It also helps you learn from experience, recognize opportunities, and make better decisions along the way.

4. Set Realistic Deadlines

Deadlines turn goals into actionable plans. They create a timeframe for completing tasks, help you prioritize responsibilities, and encourage you to remain accountable.

Without deadlines, even important goals can be postponed indefinitely.

Improve Time Management

A deadline helps you determine when tasks need to be completed and how much time you should allocate to them.

For example, if you want to launch a new service within three months, you might establish deadlines for market research, pricing, marketing materials, and client outreach.

Breaking the project into smaller tasks makes it easier to manage your workload and identify what needs attention first.

Strengthen Focus and Prioritization

Deadlines encourage you to distinguish between urgent tasks and activities that contribute directly to your goals.

When you understand what needs to be completed and when, you can focus your time and resources on the activities that matter most.

This can also help reduce distractions and prevent less important responsibilities from taking priority over your long-term objectives.

Plan Strategically

Before assigning a deadline, consider the complexity of the task, the resources available, and any dependencies that could affect completion.

Allow enough time to complete the work properly. An unrealistic deadline can create unnecessary stress, reduce quality, and lead to missed milestones.

A well-planned timeline should be challenging enough to encourage progress while remaining achievable.

Identify Problems Before They Escalate

Monitoring deadlines can help you recognize potential setbacks early.

For example, if a business project falls behind schedule because of limited cash flow or staffing shortages, identifying the problem early gives you more time to adjust resources, revise priorities, or change the timeline.

Early intervention can prevent small obstacles from becoming major disruptions.

Make Better Decisions

Deadlines provide a framework for evaluating priorities and making informed choices.

When time or resources are limited, you may need to decide which tasks should be completed first, which can be delegated, and which can wait.

Regularly reviewing your deadlines helps you make those decisions before delays affect your overall progress.

5. Stay Flexible and Adjust Your Strategy

Even the best plans may need to change. Unexpected expenses, shifts in the economy, personal responsibilities, or new business opportunities can affect your ability to achieve your original goals.

Flexibility allows you to respond to changing circumstances without losing sight of your broader objectives.

If a goal becomes unrealistic, determine whether you need to adjust the timeline, modify the target, or take a different approach. Changing your strategy does not necessarily mean abandoning your goal.

At the same time, avoid changing direction simply because progress feels slow. Evaluate your results, consider the evidence, and make adjustments based on what you learn.

The goal is to remain committed to your vision while staying practical about the steps required to achieve it.

6. Hold Yourself Accountable

Accountability helps turn intentions into consistent action. When you have a clear way to monitor your responsibilities, you are more likely to follow through on your commitments.

Here are a few ways to strengthen accountability:

  • Write down your goals: Keep them visible so you can revisit them regularly.
  • Create a task list: Identify the next action required for each objective.
  • Use a calendar: Schedule time to work on important priorities.
  • Track milestones: Record completed tasks and celebrate meaningful progress.
  • Share your goals: Discuss appropriate goals with a trusted colleague, mentor, or accountability partner.
  • Reward progress: Recognize your achievements to maintain motivation.

Accountability does not require perfection. You may experience setbacks or miss a deadline occasionally. What matters is recognizing the issue, learning from it, and returning to your plan with a clear next step.

Final Thoughts

Planning for the future begins with a clear vision, but achieving success requires more than good intentions. You need specific goals, a realistic strategy, consistent progress tracking, and deadlines that keep you accountable. Short-term goals help you build momentum, while long-term goals keep you focused on the bigger picture. By reviewing your progress and adapting to changing circumstances, you can create a practical roadmap for personal and professional growth.

Start today by choosing one goal you want to accomplish. Write down the steps required to reach it, assign a deadline to your first milestone, and schedule time to review your progress. You do not have to accomplish everything at once. Consistent, intentional action can help you build momentum and move closer to the future you envision.

New Website – Make My Money Make Sense!

Click the image to visit our new money management website – Make My Money Make Sense!

We know we’ve been “ghost” for a little while and all we can say is that a lot has happened during the period that we were all dealing with Covid-19. Part of what happened is we were in the Bat Cave deep in work. So today we have two VERY special announcements to make.

ANNOUNCEMENT #1 – The launch of Make My Money Make Sense

We’re very pleased to announce the launch of Make My Money Make Sense – our new financial education and money management website!

This site has been in “development” for a little over 2 years and is the culmination of all those YouTube videos we’ve created. 😁It talks about all things money management for businesses and individuals via our blog, videos and course page.

While it’s being rolled out with a small amount of content, look for it to quickly grow as we finalize some things in the very near future.

A few quick links to check out:
• Website
• Blog article explaining the site and related video explaining George Floyd’s inspiration of this endeavor (we bypassed the beginning of the video so it starts right at the point where Jared tells the story of creating the YouTube channel – which ultimately was being done to roll videos into this site upon completion).

Welcome video from Jared explaining what’s on the site.


ANNOUNCEMENT #2 – The launch of our first online course

With the launch of Make My Money Make Sense – comes the launch of our first online course! How to File Back Taxes – A Step By Step Guide is now available for purchase. This course is an expansion of our most viewed YouTube video How To File Back Tax Returns | TCC and will teach:

  • Those who have back taxes and are looking for a course how to solve them via a DIY method or,
  • Tax professionals who want to learn the nuances of filing back tax returns so they can either solve their client’s problems OR learn how to add this valuable service offering to their product line up.
The YouTube video that inspired the course!

To celebrate, from now until 11:30PM CST on December 31st 2022, customers can get it for 50% off the $97 normal price. To claim the discount use the coupon code “HOLIDAY50” at checkout (case sensitive). If you have any issues using the code just contact us via the email or phone number in the footer of this post.

To purchase the course or learn more you can visit the course and products page on the website or go straight to the sales page.

That’s all for now. Look for us to get back to creating blog content on a more “regular” basis in the very near future!

500 Subscriber Thank You Giveaway

Don’t want to read the post? Then click here to watch the YouTube video instead!

So back when we started our YouTube channel in 2020, we had a goal of getting to 500 subscribers by June of 2021.  Well, while we didn’t get there by June, we’re pleased to say that we reached 500 subscribers on August 5th 2021 thanks to your help!

So…thank you, thank you, thank you so VERY MUCH to everyone for helping us reach more people to help them with understanding their money and achieving their wealth goals.  But now, we’ve got a new goal, and that goal is to get to 750 subscribers by December 31st 2021. To do that, we’ve got a really awesome contest that everyone can enter whether they are or aren’t a current subscriber of our channel. 

Contest Instructions

If you’re not subscribed to the channel, all you have to do is just head on over to our channel page.  Once there, click the little subscribe button and then make sure you click that little bell icon so it turns grey.  That way, you’ll get notifications whenever we upload a new video.

Make sure you turn on notifications! ?

Once you’ve done that, just take a picture or screenshot of your subscription page and shoot it to us via and email by clicking this link. It’s just that simple!

Now if you’re already subscribed, you can still play along and win too. All you have to do is just send an email to some of your closest friends or colleagues inviting them to subscribe to the channel.  We put a sample email in the description of this YouTube video to make it really easy for you to just cut paste and send.

Once you’ve sent the email, just either send us a picture of that email or you can actually just BCC us on the email when it goes out. Now don’t worry, we’re not gonna take your friend’s email addresses and spam people or anything like that. ? In the end, you can do whatever your comfortable with. All we need is proof that you’re telling people about the channel.

The Prize?

So what’s the prize?  We’ll on Labor Day (9/6/21) we’ll pick 5 lucky winners who will receive a 100% FREE autographed copy of Jared’s book How To Slash Your Taxes Legally and Ethically.  Hey, what better way to work on minding your money then by learning how you can save on your taxes for FREE right?

Once again, we thank you all so much for helping us get to our 500 subscriber goal and here’s to us getting to 750 by December 31st. 

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The Ultimate Black Friday Tax Prep Deal

What, a tax preparation Black Friday deal?  How is that even possible?  Isn’t tax season in like April?  Yes, tax preparation may be the farthest thing from your mind given that yesterday most of us stuffed our tummies to the max.  However, tax season IS just around the corner.  But what’s even better is that we are going to give you several was to save some dinero IF you take advantage of our deal.  So what’s included?

As if all of the above wasn’t good enough, how would you like to get some extra money during the 2016 tax filing season?  Well, if you send us your friends, family and co-workers and they become a client, we’ll give you $40 for EACH person you send us.  While the details for tax year 2015 aren’t final just yet, it will operate very similar to our 2014 Referral Program.  And the best part is that you DON’T have to be a client to earn referral commissions (you just have to tell your friends to mention that YOU sent them when they meet with us and we’ll do the rest).

How To Get This Deal

  • Go back to the home page
  • Enter in your email above the green “Get Guide” button
  • Check your email account for a message with next steps and further instructions (it will be sent with 6-12 hours)

Instead of offering separate deals for Black Friday, Small Business Saturday and Cyber Monday, this deal will cover them all.  As such, you must submit your email before it expires at 11:59PM on Tuesday December 1, 2015.

Our 10th Year Anniversary!

 

Thanks for the past 10 years!

Thanks for the past 10 years!

So this tax season was a little more challenging than anticipated; thus the reason this post is coming out in October.  Needless to say, back on September 14, 2005 Wilson Rogers & Company came into existence.  That means that 2015 marks 10 years of us being in business!  A lot has happened in that time frame.  So with this post, we thought we would not only recap our history, but just how we were able to make it that long.

2005
So after years of Jared getting “hey, your’re an accountant, I have a tax question for you.” he and Aaronita Wilson decided to start a tax company.  “What are we going to call it?” was the question for a while.  “How about we call it Rogers Wilson” Aaronita would say.  “Nah, how about Wilson Rogers?” Jared replied.  “Kind of sounds like a person.  Some estately dude on a horse playing polo.  It also sounds like another tax company we know…”  And with that, Wilson Rogers & Company took form.

2006
This was the first year that we actually started doing returns for pay.  Some of the key highlights:

  • Mr. Asberry becomes “client number one” by sending us his information.
  • Mr. Simpson becomes the first transmitted return as he was quicker to process than Mr. Asberry!
  • Jared and Aaronita get married on September 22, 2006, thus effectively removing a person named “Wilson” from the company.  Don’t worry, people still ask to speak to Wilson Rogers when they come to the office!

2007-2010
These were the “slow years” for the most part as there really wasn’t much that changed.  Client levels stayed pretty consistent and revenues were largely flat.  This was primarily due to the fact that both Aaronita and Jared maintained full time jobs within Corporate America.  This would start to change in the following year.

2011
Sometime towards the end of 2011, the decision was made that Jared would leave Corporate America to head up our first “retail” office.  Up until this point, all the tax returns were done “in house” by making appointments to pick up documents, preparing the returns at night and then providing the completed return to the client at a later date.  2011 was filled with decisions about health insurance, resignation dates and how to outfit the new office.  Somehow, someway, it all managed to come together.

2012
Tax Season? Ready, Set, Go!

Tax Season? Ready, Set, Go!

So this was the first tax season with the new office.  If you want to read the recap on how it went, you can check that out here.  Some of the things that you won’t see in this post:

  • Mr. Campbell had the honor of becoming “retail client number one” on a cold day in January.  He had all his paperwork…we didn’t have the nice frilly folders to give him his tax return in. Oh man…the early days!
  • At the same time we were opening the office, Jared was moonlighting with the fine folks of Intuit with their Turbotax Ask A Tax Expert (ATE) team.  It was also the year that he broke the wrist on his dominant hand and had to finish out tax season using his left hand.  Talk about bad handwriting!
  • We also took many steps into the marketing world to help get the word out.  One of these included developing relationships with sites like Teaspiller (which was later acquired by Intuit)

2013
So we survived another retail office tax season.  That recap can be found here.  The one standout item for this year was that Teaspiller was purchased by Intuit and folded into the TurboTax brand.  What that did was drive additional tax preparation business to us that was above and beyond what we had projected.  It also continued Jared’s relationship with Intuit, which further broadened in late April when he became certified as a Quickbooks Proadvisor.

2014
This was the year that we hired “employee number one” so that Jared could have a little help.  You can read all about Stephanie in a little interview that we did here.  If you want to read about the season, that is located in this post.  That post will also talk about how we began using bus benches to advertise to local traffic in our area!

2015
This was our fourth tax season with the office, and man did things really pick up.  They picked up so much that we hired Patricia as “employee number two” to keep up with things.  This was also the year that we launched www.fileoldtaxreturns.com to offer those needing to file older tax returns an option to do so.

How Did We Survive 10 Years?
Everyone knows the statistic that most businesses fail to make it to the 5 year mark.  While we have been lucky enough to avoid the top 5 reasons businesses fail, we must admit that it takes a little more than that to last for 10 years.  So what are the keys to the castle?  In summary we think:

  • Provide good service.  If you don’t do that, you’ll be lucky if you last beyond a year.
  • Value your customers. We have wonderful customers and we try to let them know that as frequently as possible.  Without them, there would be no Wilson Rogers & Company.
  • Stand out from your competitors.  We’ve all heard that insanity is defined as doing the same thing over and over and expecting a different result.  If you look, sound and act just like your competitors, expect to get their results – average!  So be bold. Do things differently. Give the public what they want, not what YOU think they want.
  • Make adjustments when necessary.  Getting to 10 years has not been a straight line drive.  We’ve had to adjust and pivot along the way.  Have we made mistakes? You bet! Have we learned from them? Continuously.  The key is to make adjustments when needed, forget the past and try to do better in the future.  If you can do that (combined with the above points), then maybe one day we’ll be reading about how you survived your first ten years.

Here’s to a bright future!

Our 4th Tax Season

It’s sort of become a tradition for us to provide a recap of how our previous tax seasons have gone. What is special about this year is that while it is our fourth with our Beverly retail office, it marks our 10th year in business! Keep your eyes peeled for a future post on that topic and some special things we will be doing to celebrate.

As always, we’ve still got some more analysis to do, but here are some of the preliminary successes that we are aware of:

  • 20% growth in client load
  • 49 new clients entrusted us with their tax situation
  • Revenue growth in excess of 45%
  • Processed returns in 19 states, which is slightly down from last year, BUT does not include anything we have on extension (which could send us above the number of states processed last year).

Our Challenges We won’t rehash too much of this here as we already put out a post on why this was the worst tax season in 35 years. We’ll just simply let you read that one at your leisure!

Our Triumphs. There were a lot of things that did go well this season. The short version includes:

  • Staffing – We had some of our seasoned folks come back and we added new faces to the lineup. Without either Stephanie or Patricia working in the trenches this year, things would have been a lot harder than they were. Thank you ladies!
  • Bus Benches – We’ve written about how bus benches work in the past. What we noticed this year is that the longer they are in the public space, the better they do over the long haul. This year alone we can attribute 18% of our new clients coming as a result of these benches. With a little bit of refining, looks like this will continue to be a medium we advertise with.
  • Gaining Scale – Scale can mean a lot of things in business. What we are referring to is that fact that the business is taking on a life of it’s own. It’s reached a size where things are sort of just “naturally occurring” and it’s now our job to simply try and guide it. This is a good thing though and something that we’ve been anticipating for the past 3 years. It now means that we can begin to transition how we do things and set our focus a little further down the road instead of simply where are next sale will come from.

While growing a financial service business is not easy in today’s competitive environment, it’s satisfying to know that we’re still able to make progress towards the goals we set out for ourselves 10 years ago.

If you want to know how any of our past seasons went, feel free to read about them here:

Season One
Season Two
Season Three

Here’s looking to a bright future and since we’re 80’s babies, only this song would be considered fitting!

Worst Tax Season In 35 Years!

We’re usually pretty positive and “Pollyannaish” when it comes to things around here. But this tax season is REALLY different. Things are taking much longer than they should, clients are delaying, there aren’t enough hours in the day; the list is endless. The last time things were this bad was back in 1986 when Congress enacted the Passive Activity Loss rules.  But why is 2015 so bad? Take a look below:

The Budget. Congress has shrunk the IRS budget over the past five years, while at the same time requiring the agency to administer even more complex laws. The IRS topline budget for 2015 is about 10% less than it was in 2010. But the real drop is actually steeper since the 10% doesn’t account for cost increases that have occurred in the past five years. During roughly the same period, the number of IRS personnel has fallen by at least 8%. Furthermore, the amount of money the agency has for staff training has dropped by more than 85%.

What this means is that the average taxpayer has to 1) wait almost an hour to speak to a representative, 2) greater than 50% of taxpayers that call the IRS wind up hanging up without getting an answer and 3) even us practitioners can’t get our work/cases solved in the same amount of time with the agency. Frustration on all fronts would probably be an understatement.

More Work and Complexity. This tax season is the first where the IRS has to administer the premium tax credits and individual mandates under the Affordable Care Act. Firsts are never perfect, of course, so it should be expected that this will be long, painful and not easy for most taxpayers or professionals. Need help figuring it out? See the first pain point above! 

Tangible Property Repair Regulations. New and effective for 2014, these regulations changed how we evaluate repair costs as they relate to tangible property. If you file a Schedule C, E or F, you have the potential to experience what may be the single biggest pain in the arse of the entire 2015 tax season.

While the IRS gave small businesses a reprieve from having to fill out Form 3115, Change in Accounting Method, for those with many years’ worth of assets on their books (e.g. landlords), you may still want to fill one out. This is because 1) you will forego audit protection if you don’t submit it with your return and 2) you may need to calculate a Section 481 adjustment if things are still being depreciated and shouldn’t.

The best part of Form 3115? It has to be sent in via paper to Ogden Utah prior to you filing your return and then again when you electronically file it. With that being said, the average tax preparer is probably completing more Forms 3115 this year than in all of their career.

Needless to say, all of the above hasn’t made for an “easy” tax season to say the least. So if you know someone in the tax industry, make sure you give them a hug or tell them that it will be alright. Many of us could use the love!

Time To Quit Your Job?

A few days ago we were talking to Jared about the various employers he worked for before heading up Wilson Rogers.  While chatting, we wondered what made him leave various employers.  From that, we learned that when he was a “young” professional, he would be very quick to make judgments and contemplate whether he should hit the door.  But as he became more “seasoned” in his career, he would tend to think about things a little longer before making his ultimate decision.   However, just because he took longer does not mean that he didn’t have to ditch an employer, or two, to make his life a little happier!

If you think it may be time for a new job, we suggest that you ask yourself the same five questions Jared would ask himself.  This will keep you from telling your boss off and security escorting you off the premises!

Do you truly hate what you do?  If the answer is yes, the next question is not should you quit your job, but when will you quit your job.  We have no idea what your financial overhead amounts to or what your debt is. What we do know is that even though life is short, doing something with it that you hate will only make it seem very long and very miserable.

Have you asked for a raise and the answer was “no?”  If you’re truly working your butt off week after week, month after month, and year after year, and you’re not getting raises or growing your income, something is wrong.   Even if you get just the national average annual raise (a little less than 3 percent), in five years you will have increased your income by over 15 percent. You need these increases to be able to keep your head above water financially. The increase in the cost of gas alone requires that you earn a raise.  However, and this is important, the key is that you earn it.

Do you work for a company you don’t respect?  If you’re not being paid well and not getting raises, and on top of that you don’t respect the company where you spend 40 hours or more a week, that’s a pretty amazing sign that it’s time to come up with a plan to quit.

So be honest with yourself right now: Do you respect the company you work for? Do you like what it stands for? Do you like what it does? Does it care about you and its customers? Does it have a plan for the future, or is it living in the past?

Do you work for a company that doesn’t respect you?  The fact is that not all companies are created equal. There are bad, good, and great companies, and they all treat their people in radically different ways.  Does your company respect you? You pretty much know the answer, don’t you?  If they don’t respect you, then why would you want to pour all of your talent, emotion and drive into a place that probably isn’t going to reward these efforts?

Are you’re bored to death and not challenged?  This is the hardest sign to recognize because it can change over time. You may be one promotion away from new opportunities, but things can be pretty brutal if you’ve been bored out of your mind for years.

It can happen, by the way, even when you’re experiencing tremendous success, getting raises, and working for a great company. It can happen when you run your own business. It can happen when you’ve worked for 5, 10, 20, or 30 years and achieved all you ever dreamed of achieving. And, yes, it can happen even sooner than that.

Plan Before You Go
Often, we reach a point where what we do simply doesn’t work anymore. We’re not fulfilled. At that point, you have to ask yourself if it’s time to change where you are, or what you do where you are.  We’re not being cavalier here by suggesting that you simply quit your job today. What we are suggesting is that you think about these five signs. Ask yourself the questions. Talk them over with someone you love. If you already know that the answer is “yes, it’s time to quit,” then it’s time to start planning the “I quit” date.

Be smart, think it through, and once the decision is made, congratulate yourself for not settling on the status quo. Quitting a job often requires that you step outside your comfort zone – not always an easy thing to do. But once you’ve done it, new and exciting opportunities await. Good luck.

Happy Mother’s Day!

Being a parent is a hard job in general, but being a mother, that is the ultimate.  I was fortunate to have (and still do) two very loving parents in my life.  I also have very vivid and fond memories of my mother and all that she did for me throughout my childhood and adolescent years.

Like the times she fixed up my scrapes and cuts from my attempts at doing something insane.  Like the weekend nights she would play Anita Baker and Luther Vandross full blast on the stereo.  Like taking my sister and I to swimming class so we could eventually swim with the big kids in Lake Michigan.  The list is literally endless.

Yet if I was honest with myself, I know that I in no way thanked her even an inkling of what I should have for all that she did.  I’ll probably spend the rest of my life attempting to show her that she meant the world to me.  But in the meantime, I just want to say thank you Mrs. Tonia Rogers for being the bestest mom that ever was!

In 2009, the other Mrs. Rogers (aka Aaronita) joined the motherhood club with the birth of our daughter Pilar.

The reason Mrs. Rogers celebrates Mother's Day!

The reason Mrs. Rogers celebrates Mother’s Day!

There is little that I can do for Aaronita that will indicate the gratitude I have for what she does for Pilar.  Yeah, breakfast in bed is a nice gesture, so is a fancy piece of jewelry.  But in reality, those things pale in comparison to all the drop offs to school, pick ups each night during my tax season, the ballet classes, the story reading, family trips, etc.

Family fun in the California Sun!

Family fun in the California Sun!

But similar to the senior Mrs. Rogers, I will start by saying thank you babe for being an awesome mommy!

Happy Mother’s Day to all the mothers out there – regardless if you have biological children, adopted children, foster children or people whom you simply provide for!

By |2014-05-11T16:20:34-06:00May 11, 2014|Categories: General Ramblings|Tags: |Comments Off on Happy Mother’s Day!

Our 3rd Tax Season

Funny how time flies; has it really been three years?   We’ve posted in the past how our 1st and 2nd tax seasons played out, so in keeping with tradition, this post will tell how this year went.

We’ve got some more analysis to do, but here are some of the successes that we are aware of:

  • Approximately 150 clients served
  • 50 new clients entrusted us with their tax situation
  • Revenue growth in excess of 20%
  • Processed returns in 20 states, which is a 18% increase vs. last year

Our Challenges
This year was not without its challenges.  Some of these were self imposed (i.e. possibly setting the bar a little too high) while others were outside of our control.  With that being said, here is what we faced:

Staffing.  In working to grow and serve more clients, you have to add infrastructure.  While we did a good job on the employee screening front, we encountered a issue mid season that required a personnel change.  The biggest problem with this is that it happened mid season so finding a replacement was a little challenging.  However, we successfully navigated that challenge and in this post, our first employee discusses their time working with us.

Testing marketing programs.  This year we went a little big on the marketing front and threw our hat into the ring on multiple fronts.  Problem with this is 1) it cost money and 2) you won’t know what doesn’t work until you test it.  Needless to say, we did find out what made the phone ring and people come through the door.  The downside is that we spent a lot of money to get that education.

Hey, who is that guy?!?!

Hey, who is that guy?!?!

Aggressive projections.  Last year we had a 3rd party source that brought us a sizeable amount of business.  Problem with that is that we based our projections for this year with that business in mind.  Unfortunately, we lost a nice chunk of that business (i.e. the clients didn’t repeat) which of course impacted our numbers.  But the lesson learned is that past performance is not indicative of future results.  So we’ll lick our wounds on that front and come back with a new plan for next year.

In the end, we continue to plod along and we continue to grow.  More clients come to us each year and tell us how glad they are to have found us.  This gives us hope that if we keep acting like the little engine that could, maybe one day we’ll make it to the top of the mountain!

By |2014-04-30T10:45:17-06:00April 30, 2014|Categories: General Ramblings|Tags: , |Comments Off on Our 3rd Tax Season
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