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Never Sell Your Business Without This Critical Document

by Sheena | Feb 15, 2026 | Uncategorized

I got a phone call last week that made my stomach drop. A client, let’s call her Sarah, was in the final stages of selling her business. She’d found a buyer, negotiated terms, and was days away from closing. Everything seemed to be going smoothly. Then the...

Why Your Bonus Structure Might Be Failing, And How to Fix It

by Sheena | Feb 1, 2026 | Uncategorized

Let me guess: you hand out annual bonuses at the end of the year. Maybe it’s a percentage of salary, maybe it’s a flat amount. You announce them, everyone says thank you, and then… nothing really changes. Sound familiar? Here’s what I’ve...

How to Securely Send Tax Documents (And Why Email Isn’t Safe)

by Sheena | Jan 15, 2026 | Uncategorized

It’s January, which means tax season is officially here. And if you’re like most business owners, you’re about to start gathering documents and sending them to your accountant. Last week, a client forwarded me an email she’d received from her...

Understanding Your Break-Even Point: The Number Every Business Owner Needs to Know

by Sheena | Jan 1, 2026 | Uncategorized

“How much do I need to sell this month?” I hear this question constantly from business owners. And honestly? Most of them are guessing. They have a vague sense of their expenses. They know roughly what they need to cover payroll. But when I ask them their...

The Undeposited Funds Trap: How Your Sales Might Be Getting Counted Twice

by Sheena | Dec 15, 2025 | Uncategorized

I was reviewing a client’s books last month when something caught my eye. Their Profit & Loss showed $340,000 in sales for the quarter. Pretty impressive, right? Except when I looked at their bank statements, only about $180,000 had actually come in....
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