Being a Fiduciary Is Not a Gig

Being a Fiduciary Is Not a Gig

The gig economy really is great — if you’ve got a workout bench that needs to be assembled or a minor computer problem. When it comes to acting as a fiduciary, though, mobile apps, shared WiFi, and “thinking outside the box” just aren’t enough. At Judith Heft &...
Record Keeping for Businesses

Record Keeping for Businesses

I understand being thrust into a position of responsibility. My business grew in leaps and bounds, leaving me with boxes and boxes of paperwork that I didn’t know what to do with. Businesses are required to hold on to everything forever, right? I asked myself. The...
January is National Get Organized Month

January is National Get Organized Month

January is National Get Organized Month! Everybody’s busy with getting their own house in order, often with the help of Marie Kondo. I think people need to start thinking about their finances, too. Since April 15th is rapidly approaching, I thought I’d share...
Being Productive with Asana

Being Productive with Asana

Recently someone asked me what sort of “stuff” I use to stay organized. We had just finished completing our operations manual, and I realized the best organizational tool I had at my disposal during that process was productivity software. A few weeks prior, my...
Picking Gems Out of the Clutter

Picking Gems Out of the Clutter

Today I want to talk about decluttering because that’s what I’m doing right now! Because of some of the blogs I’ve written in the past, my friends and family see me as a ruthless “tosser” (not in the British sense!).  The truth is, even though I love the...