Blair Morrison, CEO

It's that time of year again...

Tax season! Personally, it is not my favorite task. I love spreadsheets and financials and numbers, but I do not like doing my taxes. Tax season is also that time of year where we all take a hard look at how we did last year.

  • Did we hit the revenue goals that we were expecting?
  • Did we achieve the cash flows that we were planning on?
  • Are we going to make a contribution to our 401(k) this year or defer that decision another year?
  • Did I make enough money to make a withdrawal or pay myself a little more?

Sometimes this means looking back and thinking things like, “Man, I wish I hadn’t spent money on this or that!” Or, “Next year I’m going to have a better plan and not miss my savings goals.” Maybe you’ll wish you had planned a buffer for the surprise that ate up the cash you earmarked for your retirement fund this year.

Looking back during tax season can help you achieve your financial goals. Having a budget and sticking to it can be a consistent reminder of what you had planned to spend on certain categories, so that in the heat of the moment you don’t make a short-term decision that impairs your long long-term business goals.

Building a budget only takes a few minutes on our platform. Your future self will thank you this time next year.

Blair Morrison, CEO

Building Your First Business Is Hard at Any Age

It took me years to build back up the kind of courage I had when I was 18 years old. I think that is one of the reasons the average age of an entrepreneur is 42 years old. The real world isn’t simple and it can challenge even the most optimistic souls. At the end of the day we all have to pay rent, right?

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Blair Morrison, CEO

How Much Does a Financial Model Cost?

I love this question. My cofounder, Lindsey, likes to ask people, “Do you value your time?” For me the answer is a hard yes. I have charged by the hour for my consulting clients for years, I know how much my time is worth.

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