The Next Turn: Removing Your Business Roadblocks

Twenty years ago last week, I packed everything I owned into my car and left Florida. I was 24 years old, chasing a massive dream of working behind the scenes in the music industry, and convinced my destiny was waiting for me in San Diego, CA. Fortunately, I didn’t have to make that 3,000-mile drive… Continue reading The Next Turn: Removing Your Business Roadblocks

From Chaos to Calm: Focusing on Actionable Steps

When I’m not helping clients streamline their business operations, you’ll usually find me at a pool table 🎱. I recently spent a week in Las Vegas for the APA World Pool Championship. It was a massive tournament with hundreds of teams, three giant event rooms, and a schedule changing by the hour. While that level… Continue reading From Chaos to Calm: Focusing on Actionable Steps

Stop The Digital Scavenger Hunt: 3 Tips For Better Filing

I recently worked with a client to prepare for an insurance certificate audit. It sounds like a straightforward administrative task—until we saw where the data was actually living. We found certificates scattered across five different cloud folders, buried in old email threads, and tucked away in “miscellaneous” downloads or “my documents”.  It wasn’t a filing… Continue reading Stop The Digital Scavenger Hunt: 3 Tips For Better Filing