I'm going to share with you right now how to use data as a convener in your business. I know it sounds crazy but were going to figure it out. Here at Mackey, we say data is a convener. I know it's a weird word but it's about building community. Most companies, most organizations in general, most almost anybody like to use data as a weapon and we weaponized data. We tell people how they're bad or wrong or what should they have done or what they could have done with data. And frankly, I think you can probably tell that I'm getting red. It really makes me angry that we use data as a weapon because the truth is data is truth. Data is the thing that can take all of the shame and the blame away because data just is. Data has no judgement to it unless we put it on there and that's why data is so important, especially for business owners.

We have a saying here at Mackey, we say that we have to have brave hearts to do this work and curious minds. The reason we have to do brave have brave hearts to do this work is vulnerability, right? My favorite example of bringing your heart to work in terms of what we do with our clients is that we have these coaches who come in and they have to talk to business owners about the finances of their business which really in fact is their business and we cannot get those business owners to do the work they need to do without connecting through the heart.

You have a system for how you do everything in your business, but my experience is thatmost business owners don't have a financial operating system. They don't have something that looks both the past and the future that starts at the top and goes to the bottom of their business.

I'm going to share with you how this one simple act changing your focus will change everything in your business. It's important as a business owner to change your focus. Every business owner I've ever met loves to talk about their sales and sales are important but you cannot sell your way to success. The success comes on your bottom line and we have to really learn to focus on the things that improve our bottom line. 

I'm going to show you on this video how to stop being a fulcrum. The point at which everything has to go through in your business and becomes the stuck point so you're not moving forward to creating a wheel, a circle - the strongest form in the universe, so you can go have a little more fun in your life. You can have some more energy. You can reap the rewards that you should be reaping from your business and you can have everyone come along with you and take some of the load off. Wouldn't be good to have a little more freedom with your time, your energy, have a little more time for your family. it's all possible if you just create a wheel and I'm going to show you how. Let's go.

Boring? Scary? Intimidating? Tedious? Overwhelming? Or maybe even...How do I not get ripped off? What about Team Sport?

During my career, I have been blessed to serve my profession in many capacities, local committee chair, national financial literacy board member, public relations spoke person and active member. A few months ago, I was asked to serve in a new way. To develop a series of podcasts that revealed h...

Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients...

The most important F word in Financial Planning. When I say financial planning, what pops into your head? Boring? Scary? Intimidating? Tedious? Overwhelming? Or maybe even How do I not get ripped off? What about Fun?

Continuing our journey into The Dynamics of Money, this podcast explores the head center, Types 6,7 and 5. If you are a head type, have a boss, spouse or good friend that is a head type, this pod will help you understand more about the habitual ways of thinking, feeling and behaving with money that are naturally present for types 6,7, and 5.

Continuing our journey into The Dynamics of Money, this podcast explores the heart center, Types 3, 2 and 4. If you are a heart type, have a boss, spouse or good friend that is a heart type, this pod will help you understand more about the habitual ways of thinking, feeling and behaving with money that are naturally present for types 3, 2 and 4.

Continuing our journey into The Dynamics of Money, this podcast explores the body center, Types 9,8 and 1. If you are a body type, have a boss, spouse or good friend that is a body type, this pod will help you understand more about their habits of thinking, feeling and behaving with money.

Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective...

Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients...

When Mackey began her business, she approached financial planning from a technical and data driven perspective. She quickly found that clients often didn’t take steps to implement the recommended plan. In part 1 of the new approach to retirement planning series...

As a business owner, it’s on you. No matter how competent your team is, how loyal your customer base is or how fast your market is growing, the success of your business and the prosperity of all those that are a part of it lie squarely on your shoulders. That’s why it is essential for you to put ...

Grow4Ways is for any business owner wanting to clarify & refine their growth plan and for leadership teams looking for alignment on strategic growth opportunities. Grow4Ways is a simple tool to help you change your mindset, sort your options for growth, narrow your focus to the most impactful opp...

Join Adam Reynolds, CPA for an hour-long overview of what you, as a small business owner, need to know about the new PPP legislation, best practices for application submission and full forgiveness, as well as creating a "necessity clause" defense.

What if everything I consider “negative” is the seed of a gift? What if the universe is wise? What if moments I might initially rebel against are actually moments given to me by a benevolent universe to help me become a better human. One with more patience, persistence, humility, love, or wisdom?

Every business on some level is a business by default meaning that a system, client base, product, service, or culture was created in the vacuum of an intentional and designed system, client base, product, service, or culture.