Goals

Book Review – Traction: Get A Grip On Your Business

By |2019-09-06T12:40:59-06:00September 6th, 2019|Advisory, Change, Goals, Preparation|

Do you feel like you get caught up in the day-to-day details of your business and never have the opportunity to work on the business itself? This is exactly how our firm’s leadership group felt here at TDT. Fortunately, we found Traction: Get A Grip On Your Business, by Gino Wickman, and it changed the [...]

How Does Your Company Keep Score?

By |2019-08-29T21:16:40-06:00August 14th, 2019|Advisory, Change, Goals, Value|

  To keep score of anything, you have to identify the triggering event. It can be a ball going through the hoop or matching up numbers on a bingo card. In a business environment, a company may have hundreds of triggering events, also known as Key Performance Indicators (KPIs). Measuring KPIs will provide a value [...]

Governance vs Management, Is There a Difference?

By |2019-01-24T15:08:15-06:00December 18th, 2018|Board, Goals, Internal Control, Leader, Nonprofit|

It’s no secret that nonprofit organizations come in a variety of shapes and sizes.  Likewise, the structure of their boards are made up of various shapes and sizes.  As a board member, it's important to understand what your role is in providing service to the organization.  Especially for organizations without paid staff, board members are [...]

10 Reasons for Your Nonprofit to Develop a Succession Plan

By |2019-07-09T09:52:40-06:00October 8th, 2018|Goals, Nonprofit, Preparation, Succession Planning|

Succession planning is a huge topic in business right now and at TDT we repeatedly talk about it with our for-profit clients. Record numbers of nonprofit executives are preparing for their retirement, making this topic incredibly important and timely. Start Now! For many nonprofit organizations, conversations regarding succession planning are past due, putting the organization [...]

3 Steps in Creating Your Succession Plan

By |2019-04-10T13:30:06-06:00September 14th, 2018|Goals, Preparation, Succession Planning|

Finding time and enough resources to commit towards a multi-step, multi-year succession plan, while managing the controlled chaos of running a business can be daunting. When time is the most precious resource we have, spending it thinking about how to get out of a business we spent our lives getting into seems illogical. However, those [...]

Legal Duties of Board Service

By |2019-05-14T09:10:44-06:00June 28th, 2018|Advisory, Board, Goals, Leading, Nonprofit|

When agreeing to serve on the board of a nonprofit, individuals commit to more than just giving up an hour a month for board meetings. Every director has a responsibility to help manage the affairs of the nonprofit and to help it carry out its purpose. This responsibility isn’t only from wanting to do what’s [...]

3 Reasons You May Want to Consider Outsourcing Your Accounting

By |2019-11-19T13:51:22-06:00June 19th, 2018|Accounting, Advisory, Goals, Payroll, Tax, Tax Planning, Value|

Jodi Kerr, CPA, and TDT Tax Partner, provides insight to outsourcing your accounting and the mistakes that can be avoided in the process. Jodi specializes in small business consulting, individual and business tax compliance. Having accurate, detailed, and well-organized financial information is important when it comes to your tax return, but even more important for managing your business. [...]