Join us for Winter 2021 Events

Welcome to 2021! We’ve got a busy slate of events and podcasts coming up in the first quarter to help you get off to strong start. Sif Industries webinar: Are you positioned for success in 2021? 5 things to do in January UPDATED: Thursday, January 21, 2 PM PT / 5 PM ET CEO Jill […]

Choosing a Small Business Retirement Plan? Consider These 6 Things First

Did you start your business to improve your financial security? You’re not alone – according to Entrepreneur Magazine, about two-thirds of US small business owners say they were motivated to start a company to have better financial stability.   Part of financial stability is personal wealth. For that, a small business retirement plan should be near […]

8 Things to Consider Before Hiring a Business Coach

8 Things to Consider Before Hiring a Business Coach Is hiring a business coach worth it? Yes! Business coaches for entrepreneurs and small business owners help you focus on the key levers that make you and your enterprise more effective and successful. A lot of talented people offer business coaching services. Here are 8 key […]

How To Talk to Your Banker

Most of us talk to our business banker to set up our first account and maybe when we need a loan. The rest of the time, we’re chatting with the tellers or our bank’s digital assistant. Fostering a better relationship with your banker has serious upside, though. As a self-funded small business owner, your banker […]

What You Need to Know about Open Enrollment

What You Need to Know about Open Enrollment Every year around this time I get a lot of questions from small business owners and entrepreneurs about Open Enrollment. Let’s go over the basics. What does open enrollment mean? Here’s the open enrollment meaning from our friends at Merriam-Webster.com Dictionary: What’s available during open enrollment? Medical, […]

3 Ways to Avoid an IRS S-Corp Penalty

Got an S-corp? Here’s How to Avoid an IRS S-corp Penalty What’s the #1 mistake S-Corp owners make? Not taking a W-2 salary. Almost everyone I know makes the same mistake in their first year as an S-Corp: not paying themselves enough or any amount as an employee. As we slide toward the end of […]

5 Tips: How to Increase Your Sales Pipeline

5 Tips: How to Increase Your Sales Pipeline  In uncertain times, you’re wise to have 3-5x your target revenue in your pipeline. I hear you saying, “Thanks that news flash, Jill. But how?” Here are five tactics to increase the flow in your pipeline without feeling like a jerk: Get over your self-consciousness. We’re trained […]

Tips for Evaluating Benefits Plans and Communicating Options with Employees

Tips for Evaluating Benefits Plans and Communicating Options with Employees  Most of us think about medical insurance, which is the biggest and most expensive benefit for our employees. But benefits can include a wide range of free and low-cost perks that help you and your team save money on taxes. When evaluating your benefits package, […]

Set up 401K if funding

What You Need to Know About 401ks  Are you making the (mistaken) assumption that you can’t have a 401k because you’re a solopreneur? Even if you’re just one person, you *can* have a 401k. It’s called a solo or self-employed 401k and is offered widely. Key Differences between a 401k and an SEP Now, there’s […]

Evaluate Your Benefits Offerings & Payroll

Small Business To-Do: Investigate Corporate Health Insurance Plans We’ve got just about three weeks before November 15 — the day we have to make final decisions about health insurance for ourselves and our employees. While you’re not required to offer healthcare coverage if you employ less than 50 people, investigating a group plan makes sense […]