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Crystal's Blog

My thoughts on business, budgeting, life, children, and marriage!

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Did You Know Onboarding Determines Retention accountants accounting accounting firm bookkeeper bookkeeping bookkeeping firm business mindset Jun 17, 2026

Most business owners believe the sale is the hard part. In reality, the hardest phase of a recurring revenue relationship begins immediately after the contract is signed and the first payment is made....

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The 50/50 Reality of Business Survival: The Odds Are Not in Your Favor accountants accounting accounting firm bookkeeper bookkeeping bookkeeping firm business mindset Jun 15, 2026

Some estimates suggest that as many as 50 percent of businesses fail within the first five years. Depending on your industry, that number can climb even higher. Even if we take the most optimistic int...

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Turning Your KPIs Into Sales Metrics That Actually Work accounting bookkeeper bookkeeping Jun 03, 2026

At this stage, your KPIs are now showing you how your business is performing in real time.

You have used the EPI Formula to calculate your income goal.

You have broken that goal down into revenue ge...

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How Many Clients Do You Actually Need KPI #9: Number of Clients Needed for Each Revenue Generator accountants accounting accounting firm bookkeeper bookkeeping bookkeeping firm business mindset Jun 01, 2026

This KPI focuses on the specific number of clients you need to achieve your bite size income goals for each revenue generator.

At this point, you already know your total income goal from the EPI Form...

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Every Service and Offer Needs Its Own Financial Goal KPI #8: Calculating The Dollar Amount for Each Revenue Generator accountants accounting accounting firm bookkeeper bookkeeping bookkeeping firm business mindset May 29, 2026

How do you take a big sales goal and turn it into bite-size targets while also diversifying your income? That is exactly what this financial KPI does for you. It calculates the dollar amount each reve...

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Why Your Pricing Feels Off (and How to Fix It) KPI #7: Average Price Point for Each Revenue Generator accountants accounting accounting firm bookkeeper bookkeeping bookkeeping firm business mindset May 27, 2026

Finding the average price point for each revenue generator is often harder than it seems. Most business owners get stuck on the outliers. You may have a few high-paying clients or a few lower-priced j...

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The Risk of Relying on One Income Stream KPI #6 – Revenue Generator Diversification Percentages accountants accounting accounting firm bookkeeper bookkeeping bookkeeping firm business mindset May 25, 2026

Diversifying your revenue generators is what keeps your business in business.

We have already talked about how important it is not to put all of your eggs in one basket when it comes to the services ...

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Why Doing Less Makes You More Profitable KPI #5: Revenue Generators accountants accounting accounting firm bookkeeper bookkeeping bookkeeping firm May 22, 2026

It might surprise you that one of the most difficult things to do in business is to narrow your focus. Many business owners believe that saying yes to more services or products will help them grow. In...

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Setting Your Top Line Revenue Goal KPI #4: Income accounting accounting firm bookkeeper bookkeeping bookkeeping firm business mindset May 20, 2026

Income goals are the most fun part of being a business owner. I often hear, “I want to do 7 figures.” I am going to do $6 million in revenue.” or “I want 20% growth from last year.” But what does that...

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How You’ve Been Brainwashed About Profit accounting accounting firm bookkeeper bookkeeping bookkeeping firm May 18, 2026

Profit is not greedy. We’ve just been brainwashed to believe that. But, as a business owner, profit is what allows you to pay your team well, offer benefits, invest in better systems, and serve your c...

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Why “Break Even” Keeps You Broke KPI #2: Broke Even accounting bookkeeper bookkeeping May 15, 2026

Broke even is a concept I teach inside The STOP Method™, and it is one of the most eye-opening numbers for business owners.

Your broke even number reflects the bare minimum required to keep your busi...

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Profitability Starts With COGS and Expenses KPI #1: Expenses accounting bookkeeper bookkeeping May 13, 2026

What are COGS

COGS, or Cost of Goods Sold, refers to the direct costs required to deliver your product or service. These costs are tied directly to revenue and only occur when a sale is made.

In a p...

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