Originally Published: September 28, 2023 Revised: May 25, 2026 I remember when I was eleven years old and my parents took me to the bank to open my first checking account with Bank of the West. My dad owned his own business and had learned that he could save on taxes by having my sister and I manage the money in our own accounts. The skills that I learned to balance a checkbook then are similar skills to what I use and apply to time management. Manage Time through the Proc

Originally Published: February 1, 2022 Revised: January 1, 2026 This may come as no surprise. Whatever you last looked at (or thought about) will show up in your social media feed. That’s social media “active listening.” What is your feed often filled with? Amongst the shoes, random household gadgets, and t-shirts about punctation preferences, my Facebook feed is also filled with Day Planners. Yes. Day Planners. There are so many to choose from with different shapes, size

Hey Friend, Last week, I was presenting for the CalCPA Staff (who are truly amazing people by the way and all CPAs should consider...