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Patrick Accounting Blog

New Year Forecasting

By Matt Patrick / November 24, 2020 / Comments Off on New Year Forecasting

Raise a glass (and a budget worksheet) to 2021! Join our webinar December 4 at 11 a.m. CST for in-depth budgeting tips and new year forecasting for 2021. For now, here’s a brief overview of best practices for getting ready for the new year. What are some things to think about to position yourself in…

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It’s the 4th Quarter!

By Matt Patrick / October 1, 2019 / Comments Off on It’s the 4th Quarter!

Too many years ago playing high school football, I remember when the horn blew to end the 3rd quarter and every player would put four fingers in the air. Everyone in the stands would do it, and everyone would be looking around like, “Hey you know what’s after the 3rd quarter right – the 4th quarter, no way!” …

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The Best Methods for Goal Setting in 2019

By Matt Patrick / January 2, 2019 / Comments Off on The Best Methods for Goal Setting in 2019

You may be reading this from the beach, or the mountains, or from your favorite cozy chair sipping a cup of coffee next to the fireplace. If you are at work today—perhaps like many of us stuck at an office—you have your digital fireplace going on the monitor behind you, right next to the collection…

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Sliding Into 2019 Like Whee!

By Matt Patrick / December 26, 2018 / Comments Off on Sliding Into 2019 Like Whee!

2018 has been an exciting year of learning, growth, and opportunities for Patrick Accounting and our clients. We have a lot to be grateful for and look forward to in 2019. Here are the posts that YOU told us were your favorites from 2018. We hope they help you review 2018 and prep for 2019.…

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7 Ways to Save Money on Taxes Before the End of the Year

By Matt Patrick / December 11, 2018 / Comments Off on 7 Ways to Save Money on Taxes Before the End of the Year

As a small business owner, you don’t need me to tell you that 2018 is quickly disappearing. By the time you subtract holidays and vacation, there are really only a few days left! Before the calendar flips into 2019, we’ve rounded up some great ways to help you save serious money on your taxes this…

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How to Increase Your Prices Without Losing Customers – Part 2

By Matt Patrick / December 4, 2018 / Comments Off on How to Increase Your Prices Without Losing Customers – Part 2

The most important consideration once you have decided to raise prices is ensuring you communicate with your customers so they are not surprised. Customers would more likely be upset by a lack of communication than by the price increase itself. Here are best practices for rolling out increased pricing: Let your customers know when you’re…

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The Most Important Goal-Setting Question (and Why You Need to Answer It)

By Matt Patrick / October 30, 2018 / Comments Off on The Most Important Goal-Setting Question (and Why You Need to Answer It)

To wrap up our series of blogs on goal-setting, I wanted to take one last big-picture look at the subject. And this one is huge! I’m convinced it is the key to the entire topic. We’ve covered how to set them, shown why they’re important and given you real-world tools to help you get them…

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Using the Wheel of Life to Shape Your Goals (Part 2)

By Matt Patrick / October 23, 2018 / Comments Off on Using the Wheel of Life to Shape Your Goals (Part 2)

Last week, we took a 30,000 foot view of setting and achieving goals by exploring the concept of the Wheel of Life. (in case you missed it, here you go!) It’s a great way to keep a healthy perspective on why we should even bother with all this goal-setting business. This week, let’s dive deeper…

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Using the Wheel of Life to Shape Your Goals (Part 1)

By Matt Patrick / October 16, 2018 / Comments Off on Using the Wheel of Life to Shape Your Goals (Part 1)

We’ve been talking in the past several posts about goal setting. In case you missed the series, we dive deep into the “how’s” of goal setting: How To Set And Achieve Kick-Butt Goals For Your Business & Your Life Why You Should Stop Setting Goals (Yes, you read that right!) Three Tools to Help You…

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Three Tools to Help You Crush Your Goals

By Matt Patrick / October 9, 2018 / Comments Off on Three Tools to Help You Crush Your Goals

During a post-Super Bowl press conference, you’ll never hear the winning quarterback say, “Y’know…I’m not really sure how we got here. It just kinda happened.” No! No one ever wandered into success. People who are great at what they do set goals and work hard to achieve them. In our blog series on goal setting…

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