Business Planning

Your Favorite Orange County Bookkeeper with Your Mid-Year Review

By Patty Hansen | Jun 15, 2022

Can you believe that almost half of 2022 is gone already? That means it’s a great time to take stock of how your business has done for the first half of 2022 so that you can meet your financial goals for the entire year. Your Favorite Orange County Bookkeeper is…

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How to Write a Refund Policy

By Patty Hansen | May 18, 2022

A refund policy defines the processes and rules for when customers want their money back and want to return the products or services they purchased from you. It’s often required by your credit card or shopping cart company as part of maintaining PCI (Payment Card Industry) compliance. Plus, it’s just…

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How to Keep Your Customers Coming Back

By Patty Hansen | May 11, 2022

Measuring and encouraging customer retention is important for businesses in many industries. There are a few great measures to see how you are doing in this area. Your Favorite Orange County Bookkeeper is here to provide some tactical tips for keeping customers coming back!  Measuring Customer Retention The most common…

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7 Ways to Revive Your Entrepreneurial Passion

By Patty Hansen | Mar 9, 2022

Most entrepreneurs would agree that owning a business is an incredible privilege, and they would likely never want to go back to working for someone else. However, we all have our days! And sometimes those rough days can turn into weeks. When we’ve temporarily lost a little bit of our…

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Test Your Financial Resilience

By Patty Hansen | Feb 23, 2022

There’s more to being financially resilient than simply saving enough money for a rainy day. A part of being financially responsible is maintaining good financial records – and making sure people who need access to your records know where to find them if something happens to you. Your Favorite Orange…

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Protecting Your Business from Supply Chain Shortages

By Patty Hansen | Feb 9, 2022

The past few years have seen major kinks in the supply chain due to a number of reasons: aberrant buyer behavior, source material scarcity, government shutdowns, and worker shortages, to name a few. What can a business owner do to protect their businesses from shortages and therefore, revenue loss? Your…

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Five Ideas to Attract Staff During the Great Resignation

By Patty Hansen | Jan 12, 2022

If you’re having trouble attracting and keeping staff, you’re not alone. A convergence of issues has created one of the greatest talent shortages in our lifetimes. With boomers retiring in large numbers, pandemic and opioid deaths, people not wanting to work for low wages, childcare availability disappearing, tighter immigration policies,…

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What’s in Store for 2022? Upcoming Business Trends from Your Favorite Orange County Bookkeeper!

By Patty Hansen | Dec 22, 2021

The last few years have been unlike any other in our lifetimes and have caused a large amount of changes in a short timeframe. As we close out 2021 and enter 2022, it’s the perfect time to reflect on what we’ve learned, what’s happening now, and what we want to…

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The Power of Thank You Notes: A Great Way to Build Rapport from Your Favorite Orange County Bookkeeper

By Patty Hansen | Nov 24, 2021

Your Favorite Orange County Bookkeeper is here with a great idea on how to further build connections with your clients, customers, vendors, and employees. As we approach the holiday of Thanksgiving, it’s the perfect time to think about how we can use thank you notes in our businesses and lives…

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Controlling Labor Costs

By Patty Hansen | Nov 10, 2021

For service businesses, labor cost is typically the largest expense that is incurred in business operations. For many other types of businesses, the cost of labor is a large component of overall costs. Controlling labor costs so that they stay in line with what’s best for the organization is an…

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