Tag Archives: office manager

The True Value of Consultants

A lesson on how consultants can make a difference in an organization. (Is this the real reason Anderson went out of business?) A while back, we took some friends to a new restaurant, ‘Steve’s Place,’ and noticed that the waiter who took our order carried a spoon in his shirt pocket. It seemed a little […]

Ask Taxmama Issue 418 – TaxMama Surveys You

Dear Family, If you’re reading our daily TaxQuips, you know that this week, we started a survey to learn what you’d like TaxMama.com to be for you. Many of you have already answered and provided some excellent ideas – this we really can arrange to provide for you. But, do you know what I forgot […]

Harry Potter Mania

Last Friday, my office manager, Lulu, and her friends went on their annual outing to see the Harry Potter movie – in IMAX. Did you know they’ve been putting it out in IMAX format for 3 years? I had no idea. Well, heck, I had to see this! So I booked tickets to the IMAX […]

Advisory Team

Today TaxMama hears from Edward in PA, who asks, “Can you address the ins and outs of building a personal financial team? Who are the key players needed on this team?”