Blog2022-03-16T13:30:13-04:00

Real Leaders Podcast Interview

Mackey McNeill, Founder & CEO of MACKEY, The Prosperity People & Why Settle sits down with Kevin Edwards of the Real Leaders Podcast (https://real-leaders.com/podcast/#) to talk about impactful leadership, balancing profitability & purpose, arguing for your own limitations and more. Check it out.

By |June 21st, 2022|

Thoughts From Red Sunflower Farm:

It’s berry season, which means if you stop by to visit me at Red Sunflower Farm, you’ll likely be inundated with the smell of strawberry jam simmering on the stove, offered a helping of strawberry shortcake, or served up a fresh salad topped with ruby red fruit.

By |June 21st, 2022|

Noteworthy News

We've scoured the internet so that you don't have to. Consider this our monthly roundup of relevant news articles and thought leader pieces to get your wheels turning.

By |June 21st, 2022|

We <3 Our Clients: Shining the light on good people doing good things

Julie Courtney and Jackie Roberto, Co-founders, friends, and partners at Madison Design go way back — like, first-drawing-class-in-college back. What started as a bond among two aspiring graphic designers at UC DAAP evolved over the years. Today Julie and Jackie have been business partners for over 20 years, serving clients big and small in brand-centric strategy and identity.

By |June 21st, 2022|

Good Times Call for Good Data (and Good Coaching)

When your phone is ringing off the hook and sales are rolling in, it’s easy to bask in the glory of dollar bills and new customers, neglecting the nitty gritty of your business. Growth is good. But intentional growth is better. Here’s why: Growth isn’t always all it’s cracked up to be. Maybe sales are soaring, but have your costs gone up, too? At the end of the day, who cares how much your top line is growing if your bottom line is stagnant (or worse, diminishing)?

By |May 25th, 2022|

Noteworthy News

We've scoured the internet so that you don't have to. Consider this our monthly roundup of relevant news articles and thought leader pieces to get your wheels turning. 

By |May 19th, 2022|

What We’re Reading

Readers of Untamed have written me to share so many of their imaginings for truer, more beautiful lives. I marvel at how wildly different they all are. It’s proof that our lives were never meant to be cookie-cutter, culturally constructed carbon copies of some ideal. There is no one way to live, love, raise children, arrange a family, run a school, a community, a nation. The norms were created by somebody, and each of us is somebody. We can make our own normal. We can throw out all the rules and write our own.

By |May 19th, 2022|

Thoughts From Red Sunflower Farm:

I know it’s spring when the dandelions blossom. They are a treasure for the bees. And the bees are a treasure for me — pollinating my food. Mother Nature has much to teach us about giving and receiving in the flow of life. Spring is her Masterclass. Flowers bloom. Birds sing. Bees buzz. It’s an inspiring and uplifting time of year, one where many of us feel energized by the longer days and warmer evenings.

By |May 19th, 2022|

2022 Q1 Economic Update

The US economy balances in an uncertain position entering the second quarter.  In certain respects, the economy is on solid footing; the consumer is in good shape.  The labor markets are tight with the unemployment rate, at 3.6%, close to historic lows.  Jobs are plentiful and wages are rising.  While households have burned through the COVID-stimulus cash, their savings rate continues to be elevated, currently at 6.3%, which adds a level of cushioning should the economy turn south.  On the Corporate front, profits recovered quickly and are now well above pre-pandemic levels.  Business investment is continuing to accelerate and, with a growing trend to bring business operations back to the US, implies US economic growth should continue.    

By |May 5th, 2022|

Noteworthy News

We've scoured the internet so that you don't have to. Consider this our monthly roundup of relevant news articles and thought leader pieces to get your wheels turning. 

By |April 18th, 2022|

What We’re Reading

This is a book for working women and mothers who are ready to release the culturally inherited belief that their worth is equal to their productivity, and instead create a personal and professional life that's based on presence, meaning, and joy.

By |April 18th, 2022|

Thoughts From Red Sunflower Farm:

I recently traveled to Portugal with some of my dearest friends. These are women who have each played instrumental roles in my own process of self-discovery, so the opportunity to get away, pause, and soak in a new culture with them was an absolute gift.

By |April 18th, 2022|

Change Your Focus from Profits to Prosperity

Hi, I'm Mackey McNeill, and today I'm going to talk to you about changing your focus. As I've worked in my own business and with thousands of other business owners in pursuit of prosperity, I have learned that there are five critical mindset shifts that help a business owner, not only profit but prosper. Build a Better toolbox. Change your focus. Use data as a convener, a unifier. Stop being a fulcrum. And build a wheel and bring your head and your heart to work.  

By |March 16th, 2022|

Overcome Your Fear of Finances with Confidence

65% of small businesses won't make it to their 10th anniversary. And I think that's just bananas, and I kind of want to change it. So here at Mackey, we came up with five ways that small business owners could change their habits and their behaviors to create enduring businesses. First is balance your head and your heart. Next, use data as a convener. Third, change your focus. Fourth, stop being a fulcrum, i.e. get out of the way. And five, which we're going to talk about today is build a better toolbox.  

By |March 16th, 2022|

The Purpose and Power of Bringing Your Heart to Work

Hi, I'm Mackey McNeill, and today I'm going to talk to you about balancing your head and your heart at work no less. As I've worked in my own business and with thousands of other business owners in pursuit of prosperity, I've learned that there are five critical mindset shifts that help a business owner not only profit, but prosper. Build a better toolbox. Change your focus. Use data as a convener, a unifier. Stop being a fulcrum. And build a wheel and bring your head and heart to work.  

By |March 16th, 2022|

Honoring Your Hours Working On Your Business

65% of small businesses will fail within 10 years of starting, which is just crazy. And we don't want that to happen anymore. So, at Mackey, we've developed five key ways for people to change how they are in their business, to hopefully build an enduring business for years to come. First is balance your head and your heart. Next, change your focus. Third, use data as a convener. Four, stop being a fulcrum, or get out of the way. And five, build a better toolbox. Today, we're going to talk about stop being a fulcrum, or again, get out of the way.  

By |March 16th, 2022|

Client Shoutout! Meet Sally Ream, Founder of Ream Designs

Sally Ream and her sons are on a mission to make the world a little more beautiful, one outdoor space at a time. Families across Boston start every morning by stepping out into yards brilliantly designed by Sally, a trained horticulturist, and her son Marcus, a landscape architect. To some people, this might be considered a luxury. But to Sally, exquisite outdoor spaces are an essential part of life. 

By |March 14th, 2022|

Freedom to ‘B’ a Force for Good

My desire to support small businesses traces back to my father. A lover of animals, as a child, I always admired his unique ability to connect with cats and dogs — it was almost as if he could speak their language! He dreamed of becoming a veterinarian.

By |March 14th, 2022|

Using Your Prosperity to Provide for Others

Like so many of you, we are consumed by the war and desolation happening in Ukraine. It is hard to wrap our minds around such loss — of life, of family, of home, of safety and normalcy. We know that we cannot understand what it is to be a Ukrainian right now. But we can use our own prosperity to support their needs.

By |March 14th, 2022|

Noteworthy News

We've scoured the internet so that you don't have to. Consider this our monthly roundup of relevant news articles and thought leader pieces to get your wheels turning. 

By |March 14th, 2022|

Behind the B with SG

As a second gen leader at MACKEY, I’m very aware that nepotism is alive and well in our world. It’s a word that makes many uncomfortable (including my mom, Mackey McNeill), and it’s for that very reason that it deserves some attention.

By |March 14th, 2022|

Macro View of Economic Environment

Another quarter, another Covid variant emerges.  This time Omicron, which is more infectious but less severe than previous versions of the Covid virus.  While there are nagging concerns, continued vaccination (and boosting) progress has thus far mitigated any new issues that could arise with the continuing evolution of the pandemic.    

By |February 18th, 2022|

Thoughts From Red Sunflower Farm:

I’m going to let you in on a little secret: Magical elves visit our farm before our grandchildren’s weekly visit. First, they plant seeds in the soil at night. Then, you won’t believe what happens the following morning — up pops a Pez dispenser loaded with a couple of treats for each child!

By |February 9th, 2022|

What We’re Listening To

Who doesn’t love a good podcast? Recently, Mackey’s been seriously digging The Moth and she thinks you’ll like it, too. The Moth: 25 Years of Humanity One Story at a Time Since its launch in 1997, The Moth has presented thousands of true stories, told live and without notes, to standing-room-only crowds worldwide. Moth storytellers stand alone, under a spotlight, with only a microphone and a roomful of strangers. The podcast version of this international storytelling phenomenon first launched in 2008 and features some of The Moth’s “best” live performances from stages around the country. Each episode serves as a reminder that our stories, when shared openly and honestly, carry great power. Think of it as “People of New York” for your ears. Each story honors and celebrates the diversity and commonality of the human experience.  

By |February 9th, 2022|

Noteworthy News

We've scoured the internet so that you don't have to. Consider this our monthly roundup of relevant news articles and thought leader pieces to get your wheels turning. 

By |February 9th, 2022|

What We’re Reading

It’s a new year, so we’re feeling both optimistic and ambitious. As a result, we’re reading TWO drastically different (but equally awesome) books this month.

By |January 18th, 2022|

Thoughts From Red Sunflower Farm:

At Red Sunflower Farm, Barry and I are committed to eliminating waste and reducing our carbon footprint as much as possible. Some of the steps we’ve taken, like installing solar panels and a geothermal heating and cooling system, were grandiose. But most are small, simple shifts that require little effort.

By |January 18th, 2022|

Are You Leaving Money on the Table? A Guide to Value-Based Pricing Strategies

Breaking News: Now’s the time to raise your prices! And it’s not just because we’re at the top of a new year (though it is, generally speaking, a good time to rollout changes in pricing structures with your customers). No. We’re saying it’s time to raise prices because in this economy, your livelihood depends on it. Inflation is the highest it’s been since the 1970s. For many in the workforce, it’s the highest they’ve ever experienced in their adult lives! Everything is going up. As a result, the tolerance for price changes is high — your clients simply expect to pay more these days. “Be proactive and not reactive right now about raising your price,” says MACKEY’s Director of Client Engagement Adam Reynolds. “Pricing is the most powerful tool in a business’s toolbox — so use it.”

By |January 18th, 2022|

Noteworthy News

We've scoured the internet so that you don't have to. Consider this our monthly roundup of relevant news articles and thought leader pieces to get your wheels turning. 

By |January 17th, 2022|

Build a Better Toolbox with a Return to Owner Metric

Hi, I’m Mackey McNeill. And today I’m gonna talk to you about building a better toolbox. I’ll share a measure that you won't find anywhere in the accounting literature. It’s an essential measure for every privately owned business. I’ll walk you through what it is, how to use it and why it matters.

By |December 23rd, 2021|

All Data Is, Is Truth… Use Data as a Convener in Your Business

Hi, I'm SG and in this video, we're going to talk about data as a convener. 65% of small businesses in America won't make it to their 10th anniversary, and I won't stand for that and neither can my team. So we've developed the five critical success factors to make sure that small businesses not just see their 10th anniversary, but go far beyond and build an enduring business. Those are, balance your head in your heart, change your focus, use data as a convener, stop being a fulcrum, and build a better toolbox. And in this video we're going to talk about data as a convener. 

By |December 23rd, 2021|

Niche Down To Up Your Income

Niching is a risky business. We’ve heard the arguments against niching time and time again: But if I narrow my focus, won’t I miss out on potential customers? I don’t want to limit my opportunities by focusing on such a specific segment of the market.  What if I get bored? What if my niche dries up?  MACKEY’s very own Sarah Grace is ready to bust some myths about niching and get real: nowadays, niching is necessary. It’s also a tried-and-true strategy to boost your profitability.

By |December 9th, 2021|

Client Shoutout: Meet Dennis Devlin, Founder of CLARITY Research & Strategy

Dennis Devlin’s committed his entire career to understanding why people buy. As a self-proclaimed “non-shopper,” he’s never related to the people who enjoy spending time at length perusing the shelves. “I’d rather be in and out in 15 minutes,” he says. “These days, I don’t even need to go into a store. I can just go to a website, pull up my shopping history, and click ‘buy again.’” Dennis has a personal passion for improv, which isn’t surprising when you learn his story. With saying, “yes, and” at the core of an improviser’s philosophy, Dennis knows there’s an element of fear in moving forward, but with that fear, he’s also found prosperity.

By |December 7th, 2021|

Client Shout Out: Meet Winston, founder of For the Love of Team

Winston Faircloth’s on a mission of redemption.   “For Love of Team came out of my own painful experience as a founder of a technology organization,” he explains. “I really prioritized my clients and my products. I was always taking the side of my clients, which meant I had a pretty horrible culture inside.” 

By |November 16th, 2021|

Take Time To Make Time – YoungUpStarts.com Guest Blog

Now more than ever, we’re all running on empty. Figuring out how to take (and make) time for myself has been a lifelong pursuit. Back in my 30s, I founded my accounting firm. I quickly scaled my business and acquired a second firm. I thought the acquisition meant taking on 200 new clients, but I ended up with 500. I wasn’t prepared for the massive influx of work.

By |November 9th, 2021|

The Surprising Power of Data in Your Business

Hi! I'm Mackey McNeill, the founder of Mackey. I'm going to talk about using data as a convener. I've spent my career iterating and innovating ways to help business owners live more prosperous lives, to enjoy the three freedoms of prosperity - money freedom, time freedom, and freedom from worry. And, what I've learned is there are five key ideas that have implemented, allow a business not only to profit but to prosper. First, bring your head and heart to work. Two, change your focus. Three, use data as the convener, a unifier. Four, stop being a fulcrum and build a circle. And five, build a better toolbox. 

By |August 3rd, 2021|

Bring Your Heart to Work… It Will Transform Your Business

Hi! I'm Mackey McNeill and in this video I want to explore how a very common idea that the sole purpose of business is to make a profit can actually damage your business. Milton Friedman, the Nobel prize winning economist, advanced this idea in an article in 1970 and while has come to  be taught as gospel, I am one of many voices currently beating the drum that this is a short-sighted idea of why business exists. 

By |August 3rd, 2021|

BUILD A CIRCLE – The Most Powerful (BUSINESS) Shape In The Universe

Hi. I'm Mackey McNeill, founder of Mackey and in this video I'm going to explain how to stop being a fulcrum and build a circle in your business and why it matters. For 40 years I've worked with business owners to help them prosper, to build amazing bottom lines, to enjoy time freedom, and be confident in their decisions. What I've learned is there are five critical areas that have adopted allow a business not only to profit but to prosper. First, bring your head and heart to work. Two, change your focus. Three, use data as a convener or unifier. Four stop being a fulcrum and build a circle. And five, build a better toolbox. 

By |August 3rd, 2021|

The day I understood Time Freedom

Over the years, I've worked with thousands of business owners and they've taught me a lot. In fact, almost everything I've created in our prosper process was something I learned by either seeing other people do it or trying it out then letting me try it out and experiment with them. Usually, they knew I was experimenting but we just was, you know, it the whole process of creating something new was just trying out new things but it was always magic that when some I was up against something and when I couldn't seem like make something happen, like faster for clients inevitably, when I was focused on that issue the solution would arise.

By |August 3rd, 2021|

WHY you have to have CONTEXT to make better decisions for your business

Hi! Sarah Grace here and today we're going to talk about building a better toolbox. You see 65 percent of small businesses won't see their 10th anniversary and here at Mackey we just cannot stand for that. And we believe that there are there are five fundamental shifts in the way we work and lead in our businesses. we can create long-term small business success. Those are balancing your head and your heart, using data as a convener, changing your focus, stop being a fulcrum or get out of your own way, and the last is building a better toolbox.

By |July 1st, 2021|

WANT a thriving business? You HAVE to change your focus from SALES to NET INCOME

Hi! I'm Sarah Grace and in this video we're going to talk about changing your focus. When things go wrong and maybe when things go right. Over 65 percent of American small businesses won't make it to their 10th anniversary and in my book that is just wrong. And here at Mackey we want to change that and we believe there are five fundamental shifts that need to happen in order to change that statistic drastically. Bring your heart to work, use data as a convener, change your focus, stop being a fulcrum, and build a better toolbox. That's all you have to do, it's not hard right? Anyway, in this video we're going to explore how to change your focus.

By |June 30th, 2021|

5 Mindset Shifts that will change YOUR business!

I became a CPA because I really wanted to help small business owners rock their goals. And I went through my training, got my degree, set my for my certificate, and as I began to practice accounting what I realized is that this isn't what accountants do. What accountants really do is they put together a lot of information mostly that's looking in the past and that's not really very helpful. It doesn't really help the business owner move forward and most of us got in business to move forward, right? 

By |March 16th, 2021|

How to use data to build a community within your business!

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.

By |March 16th, 2021|

Why It’s important to Bring Your Heart to Work

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.

By |March 16th, 2021|

Why YOU need a Financial Operating System!

You have a system for how you do everything in your business, but my experience is that most 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.

By |March 16th, 2021|

It’s important as a business owner to change your focus!

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. 

By |March 16th, 2021|

Stop Being the Fulcrum in Your Business!

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.

By |March 16th, 2021|

When Your Profession Comes Calling

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...

By |February 18th, 2021|

The New Approach to Retirement Planning: part 3 {PFP Section}

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...

By |February 16th, 2021|

The Head Center – The Dynamics of Money – Using the Enneagram for Conscious Transformation

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.

By |February 16th, 2021|

The Heart Center – The Dynamics of Money – Using the Enneagram for Conscious Transformation

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.

By |February 16th, 2021|

The New Approach to Retirement Planning: part 2 {PFP Section}

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...

By |January 29th, 2021|

Grow4Ways Leveraging a Simple System for Breakout Growth

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...

By |January 18th, 2021|

Is Joy a Choice?

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?

By |December 12th, 2020|

Business By Design in five questions

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.

By |November 9th, 2020|

Ruth Bader Ginsberg’s Lessons on Legacy

Changing the world with 4 simple tools: Vision, Honesty, Planning, and Passion My life and my Mother’s life are just one generation apart, yet they were starkly different. When my Mother married, she dropped out of the workforce. It was what women

By |October 2nd, 2020|

Economic Update – Fall 2020

businesses should be seeing – or soon will be experiencing – some recovery in their operations. Having said that, we do not anticipate a “full” recovery until mid-2021. There are numerous risks that could derail the recovery. Most notably, of course, a second wave of COVID-19 that causes governors and other governments to shut down their economies again.

By |September 14th, 2020|

Limiting Beliefs

Where are you limited? Your mind. It can be the gas in your engine of success, or it can be the brakes, stopping or slowing your progress. Your limiting beliefs show up in conversation. They show up in your mind chatter.

By |September 9th, 2020|

The Business Owner’s Biggest Tax Trap

It is impossible to build wealth without paying tax. Taxes are on sale, so buy now. Focus your time and energy on making your business as profitable as possible. Then engage a CPA who looks at your tax expense through a wealth creation lens and enjoy watching your wealth grow.

By |September 9th, 2020|

Should I Take Advantage of the Payroll Tax Deferral Executive Order?

On August 8, 2020 President Trump put into action a payroll tax relief for employees with taxable wages that are less than $4,000 during a bi-weekly pay period through an executive order. Employers are able to defer withholding, deposit and payment of the Social Security taxes on those wages during the period of September 1, 2020 through December 31, 2020. This is not an exemption of the tax, but strictly a deferment.

By |September 3rd, 2020|

How Many Clicks Does It Take?

I'm an entrepreneur; I love building things. My favorite part of growing a new company is sharing ideas about great products and services with potential buyers/customers. My favorite part is marketing, particularly when it works [...]

By |August 28th, 2020|

Harnessing the Power of Education and Training: Leadership Through Learning

I believe the first thing business owners need to understand is the difference between training and education. Training is utilized when you are trying to increase the uniformity, efficiency and repeatable quality of your product or service. Education is utilized to increase the autonomy of your employees to reduce the need for heavy handed management, nimble response, and increased customer/client satisfaction.

By |July 30th, 2020|

Is Hyperfocus Ruining Your Creativity?

When you think of your business life, do you feel like you are on a steel bridge or a swinging one? Or somewhere in between? If you don’t feel completely confident in your business structure you are doing yourself and your business a disservice. When you have to hyperfocus on where your metaphorical hands & feet are or which way the wind might blow you are using all of your big beautiful brain power to not die (again, metaphorically). And that’s no way for a business owner to operate.

By |July 23rd, 2020|

Are You in the Womb or the Tomb?

It’s a scary time. The novel coronavirus.  The government ordered shut down of schools and businesses. Massive unemployment. Social unrest. Remote everything. Change is in the air. It’s not the kind of change that is happening to someone else, it is personal, shifting your daily life in numerous ways. Change creates uncertainty. It can feel like the ground beneath your feet is moving. Where to you go to find certainty? Stability? Peace? Inside.

By |July 21st, 2020|

An Entrepreneur’s Largeness

Bestselling author, Sue Monk Kidd said in a recent interview with Brene Brown on her podcast, Unlocking Us, “Every person has their own particular genius, that is their largeness, that is unique to them. Bringing it forth is a life’s work… It’s frightening to think of having this part of ourselves, this magnitude, this passion in ourselves... Bringing forth your largeness is a gift to the world.”

By |July 14th, 2020|

Currant Leaves & Other Joyful Things

It is tempting to bow to the mind chatter that fills my head as soon as I awake. To make my first task, my to do list.  But I did not go into business to be a slave to it. I started my business to serve my passion for helping business owners, while at the same time giving myself the gift of creating the life of my dreams.  Dreams of joy and morning strolls.

By |June 17th, 2020|

The Mackey Money Minute – 3 Rs to Recovery – Revenue Resilience

“The best time to plant a tree is 20 years ago. The next best time is right now.” Resilience is the ability of a substance or object to return to its original shape after being bent, stretched, or pressed. Revenue resilience is the ability of your revenue stream to recover after an unexpected economic event. Resilience gives you the capacity to survive unexpected events, so you can thrive when the recovery comes.

By |June 11th, 2020|

The Mackey Money Minute – 3 Rs to Recovery – Revenue Friction

Friction is anything that makes it harder for someone to buy from you. As you recover revenue, how can you reduce friction in your sales, marketing and production processes? Think Amazon one click. Find what you want, one click and it arrives at your door. How can you embrace technology to make it easier than ever for clients and customers to buy what they need, from you? Examples of simple new technology tools that reduce friction are proposal software that gives instant and consistent feedback, calendar software making appointments easier to set up, auto billing software, content sharing and management tools, sales engagement, and of course, communication and conferencing software. Begin looking for places to reduce friction by mapping your process from marketing to sales, to production. Determine the current cost and time in each bucket. What is your 80/20 here? What 20% of your marketing, sales and production process is dragging 80% of your cost and increasing time and friction? Begin here as these are your most significant drags on profits. Gather a cross functional team and begin to deploy new ideas and technology. Keep asking, what makes it easier and faster for clients and customers to work with us? Right now, change is easier. With social distancing and business closures, everyone’s life has been impacted in some way. Change is no longer slow, it is fast, and constant. Your clients and customers are expecting change. And they are more willing to forgive you if things don’t go well the first time out of the box with a new change. For retailers, most bars, restaurants and entertainment venues, the journey from a customer’s home to your location is friction. If this is you, health and safety may be your biggest challenge in reducing friction. Over communicate and make your safety process front and center to the client experience. Spend a few minutes right now to capture your first thoughts on areas of friction in your process. Who are the best team members to gather for your cross functional team? Make notes now while things are on your mind. Set a time line for getting started. Join us next for a look at Resilient Revenue. Mackey

By |June 9th, 2020|

Create Efficiency to Create More Time

There are things that we must do in life to get ahead personally and professionally.  Not all things are fun and easy.  We just need to put on our big girl/boy pants and get them done.  Maybe we should not do them with a lazy attitude, but we can make sure that we are doing them in the most efficient manner.  Here are 5 simple changes to make that will help you get things completed more efficiently.

By |June 5th, 2020|

The Mackey Money Minute – The 3 Rs to Recovery – Revenue Passion

Recovering revenue runs the spectrum from regaining your customers trust in terms of health and safety so they feel safe continuing to do business with you, to completely reinventing revenue as you now know it today. The old idea, “this is the way we do it here,” must go. Along the way, attempt to rediscover your passion

By |June 4th, 2020|

The Mackey Money Minute – The 3 R’s to Recovery Introduction

The 2020’s were already shaping up to be the most disruptive decade in our history. Accelerating technology, increasing impacts from climate change, generational wealth transfer on a massive scale, as well as a global leadership vacuum, were setting the stage for an accelerating pace of change… before the novel coronavirus came into our lives.  With COVID, it’s like we all boarded the Starship Enterprise, just as it was moving into warp speed.

By |June 2nd, 2020|

Why Your Top Line isn’t Your Most Important Number

If you have ever played or watched golf, then you are probably familiar with the phrase “drive for show and putt for dough.” The idea here is, your drive can be a great and an impressive shot, but you don’t win tournaments and make money (dough) if you’re not putting well. I think this same concept applies to the way business owners think of their top line revenue.

By |May 29th, 2020|

Are you the Fuel, Engine or Engineer?

Simply put, an engine is a machine for converting energy (fuel) into motion. And an engineer is a person who designs, operates and oversees an engine. Most business owners start out expect to be all three: fuel, engine & engineer for their startup. We bootstrap, use sweat equity, and “build the plane as we fly it” all in the hopes that little by little we find other sources of fuel to create motion within our business and build a sturdy engine to generate the profit & lifestyle we envision. We start generating cash, hiring a team, sourcing vendors, creating structure, investing in capital, etc.

By |May 22nd, 2020|

Having Your Cake And Eating It Too

Having your cake and eating it too – Plan your transition and choose to keep working You love running your company.  Some of your friends have retired. You saw how excited they were when their [...]

By |May 12th, 2020|

Covid-19 Cash Flow FAQ

Covid-19 Cash Flow FAQ     Q: What is your number one tip to improve cash flow?   A: There are many things that you can analyze on your balance sheet from accounts receivable and inventory [...]

By |May 11th, 2020|

PPP & EIDL Loan Update 5/1

COVID-19 Daily Communications Information accurate as of 05/1/20 PPP & EIDL Updates:   It was confirmed Thursday by the Treasury and Small Business Administration that on Wednesday agencies temporarily shut out big banks from the [...]

By |May 1st, 2020|

Covid-19 Daily Communications 04/24/2020

COVID-19 Daily Communications 04/24/20 Highlights: The Senate and the House have passed the $320 billion second round of Paycheck Protection Program (PPP) stimulus relief dollars as of Thursday. A Presidential signature is expected as early [...]

By |April 24th, 2020|

Congress Reaches Deal on $450 Billion Package

COVID-19 Daily Communications Information accurate as of 04/21/20 Highlights: PPP & EIDL Loan Update Congress appears to of passed a new $450 billion stimulus deal--with another $370 billion earmarked for popular small business funding programs.  The [...]

By |April 21st, 2020|

The Prosperity Playbook is available now on Amazon! Build a plan for the future of your business! Turning a family-owned business over to the next generation is the biggest financial transaction a business owner will ever make [...]

By |April 21st, 2020|

COVID-19 Daily Communications 04/14/20

COVID-19 Daily Communications Information accurate as of 04/14/20 Highlights: SBA Economic Injury and Paycheck Protection Loan Program Updates High demand for Economic Injury Disaster Loans (EIDL) has led to important changes limiting the size of [...]

By |April 14th, 2020|

Need Loan Application Help?

The Paycheck Payment Protection program application window is now open! While many applicants are having success with the process there have been challenges to some, for instance, Wells Fargo has stopped taking applications. If you’re [...]

By |April 7th, 2020|

Cash Flow Tools

If you are like many of the business owners that we work with, you are scrounging together how to maintain as much business as possible during these tough economic times and trying to keep up [...]

By |April 6th, 2020|

Which Road To Take?

With so many possibilities, it is hard to determine which Covid-19 Stimulus option is right for you. Answer the questions above to start thinking through which next step to take. To access the links and [...]

By |April 6th, 2020|

Cares Act & Paycheck Protection Program

(Information accurate as of 03/30/20) Highlights: The Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”), signed into law on Friday March 27, 2020, introduces the Paycheck Protection Program (the “PPP”) with $349 billion in funding and [...]

By |March 30th, 2020|

Senate Passes $2 Trillion “CARES” Act

COVID-19 Daily Communications (Accurate information as of 03/25/20) Highlights: Senate passes $2 trillion Coronavirus Aid, Relief and Economic Security (“CARES”) Act. In the early morning hours.  Wednesday the Senate passes the most sweeping stimulus package [...]

By |March 25th, 2020|

COVID-19 Daily Communications 3/23

(Information Accurate as of March 23rd 2020) Highlights: Senate fails to pass $2 trillion Coronavirus Aid, Relief and Economic Security (“CARES”) Act, stalling the enormous measure for the second day. The bill failed 49-46 just [...]

By |March 23rd, 2020|

Families First Coronavirus Response Act

Families First Coronavirus Response Act Comm 2020.03.18 (Information accurate as of March 18th, 2020) It is our hope at MACKEY to continue bringing value-added conversations to our clients and prospects as it relates to an [...]

By |March 18th, 2020|

Business Owner 911 Response

Business owner 911 response to COVID-19 Below is a list of response business owners can take to weather the current economic system. Cash. Cash. Cash. Know where you are and if you don’t forecast cash, [...]

By |March 18th, 2020|

We are all in this together

(This information is accurate as of March 13th 2020.) Just when we think the world can’t move any faster, it does. Like many of you, my thoughts and actions around the coronavirus (COVID-19) have changed [...]

By |March 13th, 2020|

We Are Now on 100% Renewable Energy!

In an effort to truly model the need for a more sustainable operation, we will begin the transition this week to 100% renewable energy with the installation of a solar panel system on the roof of our Bellevue Kentucky office. We are now on 100% renewable energy!

By |March 11th, 2020|

What’s Your Make or Break?

What could make you? What could break you? Neither should be a straw on the camels back. A company’s Make-or-Break is the one thing your company must do exceptionally well in order to achieve its [...]

By |February 25th, 2020|

Open Book Management in 3 Easy Steps

A 2016 Robert Half report found that 25% of privately held companies share all their financial information with their employees, an increase in 18% from just four years prior.[1] This trend demonstrates that financial transparency [...]

By |February 12th, 2020|

Plan Your Work Then Work Your Plan

  After meeting with thousands of small-business owners in my career, my experience is that less than 2% of them have an annual plan. Yet when I ask clients what stands out about our work [...]

By |February 6th, 2020|

Choosing the Greater of Two Goods

Last year, I was helping Colleen, a new client, explore her company’s expansion into the craft brewery business. She had two location options, both of which were very lucrative. One was a dock from an [...]

By |January 29th, 2020|

2019 Economic Review

Even with slowing economic growth, 2019 proved to be a banner year for both stocks and bonds.  Favorable policy developments occurred that helped buffer the global manufacturing recession sparked by the trade war.  Key takeaways [...]

By |January 16th, 2020|

Tax Checklist

It’s everyone’s favorite time of year again. No, I know the holiday season is over. I am talking about tax season. Alright, I know it’s not really your favorite time of year.  However, hopefully we can […]

By |January 8th, 2020|

Is Your Business Ready for 2020?

Whenever I tell people what I do for a living, they just assume I only work for four months of the years during tax season. Well that couldn’t be farther from the truth. In fact, we […]

By |January 8th, 2020|

Spiced Bean and Sausage Soup

A prosperous winter supper Nothing fits more perfectly into a cold winter evening than a bowl of hearty soup. This one will warm your insides and put a smile on your face. Because it is simple […]

By |January 7th, 2020|

Want 2020 to Really Be Different?

  I don’t make New Year’s resolutions, but I do take this quiet time at the end of the year to reflect and acknowledge all the learning, growth and stumbles of the past year. 2019 has been […]

By |January 1st, 2020|

End of 2019 Projection

What might 2020 hold for global financial markets?  Broadly, more of the same … Volatility.   The past year has experienced significant instability for the financial markets.  December 2018 saw stocks sell off significantly only to rebound […]

By |December 10th, 2019|

Ginger Pumpkin Scones

Ginger Pumpkin Scones A prosperous holiday breakfast For me, food, really good food, is an essential part of my prosperity.  I love to cook and this blog post contains one of my favorite winter recipes, Pumpkin […]

By |December 10th, 2019|

Do You Listen or Just Hear?

Have you ever had a conversation with someone and thought, “are they really listening to me or are they just nodding their head in agreement?”  It is also frustrating to have someone lend a response [...]

By |April 25th, 2019|

Why Every Business Owner Needs a Doula

Merriam-Webster Online defines a doula as a person trained to provide advice, information, emotional support & physical comfort to a mother before, during and just after childbirth. When I was pregnant with my daughter in 2015, [...]

By |April 3rd, 2019|

The Power of Asking a Stupid Question

When you were young, your teacher said, “there are no stupid questions.”  You believed her once. Raised your hand and asked a question. Then at recess your classmates teased you unmercifully.  You made up your [...]

By |January 15th, 2019|

Market Moving News

As of this week, the government shutdown is now the longest in U.S. history.  Granted, it is only a partial shutdown. Previous wholesale shutdowns occurred in January 2018 over immigration (specifically saving DACA-Deferred Action for [...]

By |January 8th, 2019|

You’ve Got a Budget…Now What?!

As we enter the home stretch of 2018, most small businesses have already begun and finalized the process of putting together their budget for 2019. Time for reflection is over and most organizations are looking [...]

By |December 26th, 2018|

3rd Quarter 2018 | John’s Market Commentary

Well, 2018’s third quarter earnings season is history.  It was pretty much a repeat of both the first and second quarters.  The U.S. economy will stay strong in 2019 and inflation will tick-up above 2% [...]

By |December 10th, 2018|

To Niche or Not Niche

You’ve heard it a million times. You hear the word niche and think “Oh that sounds great, but I can’t simply choose only one because I love working with all of my clients.” Then you [...]

By |November 26th, 2018|

3rd Quarter Economic Update | November 2018

It can’t get a whole lot better in the U.S. job market (or can it?).  The employment situation continues blast through expectations.  The number of Americans losing their jobs and applying for unemployment benefits each [...]

By |November 15th, 2018|

Document Retention Guidelines

It is hard to believe that we will soon be saying “goodbye” to the Year 2018!  With the closing of the year usually comes the time to think about purging items in order to make [...]

By |October 24th, 2018|

Ask Mackey Episode 10 | 2018

Here at Mackey Advisors we have a “4 ways to grow your business” tool.  In a recent client coaching session, while using this tool, we arrived at 52 different strategies to grow the business.  After considering the [...]

By |October 9th, 2018|

The 4 Ways To Grow Your Business

Here at Mackey Advisors we have a “4 ways to grow your business” tool.  In a recent client coaching session, while using this tool, we arrived at 52 different strategies to grow the business.  After [...]

By |October 4th, 2018|

Revenue Rate of Growth

One of the questions we often hear from our business clients is, what did my revenue do this month? While this is a standard question, it is not always the best question to ask and [...]

By |September 25th, 2018|

Ask Mackey Episode 9 | 2018

Most business owners are lousy at finance.  The brutal fact is finance isn’t your first love.  You just want it to work and not scare the heck out of you.  The good news is, you [...]

By |September 12th, 2018|

Stop the Distractions!

Distractions are everywhere. Plain and simple. Everyone has them. Whether it be issues in our personal lives, constantly reading through the barrage of emails, hiring and on-boarding that new hire or finding the perfect office [...]

By |August 28th, 2018|

Ask Mackey Episode 8 | 2018

Team outings are a great way to create connection inside your team, let them learn about each other as everyday people and reduce workplace stress. Do you find it a stretch to invest in fun [...]

By |August 15th, 2018|

2nd Quarter Economic Update | August 2018

Real gross domestic product (GDP) increased 4.1% in the second quarter of 2018, according to the “advance” estimate released by the Bureau of Economic Analysis.  This is up from 2.2% in the first quarter.  The [...]

By |August 14th, 2018|

Benefits of Proper Inventory Management

For some businesses, inventory can be one of their largest assets and/or their largest expense.  Poor inventory management can make or break a bottom line.  Below are some benefits of proper inventory management: Improves cash [...]

By |July 25th, 2018|

The Tariff Tiff and History Repeating Itself

“History doesn’t repeat itself, but it often rhymes.” – Mark Twain Financial crises have hit the global markets on a regular basis throughout history.  And it appears financial crises will continue to pop up at [...]

By |July 19th, 2018|

Ask Mackey Episode 6 | 2018

Optimism is essential for an entrepreneur.  Your ability to see possibility propels you into business. In tough times, it is what keeps you in the game. As an optimist your attention is on tomorrow, on [...]

By |June 14th, 2018|

Optimism & Data

“When you argue with reality, you lose, but only 100% of the time.” - Byron Katie Optimism is essential for an entrepreneur.  Your ability to see possibility propels you into business. In tough times, it [...]

By |June 6th, 2018|

Kentucky Tax Update | 2018

On April 13, 2018, Kentucky legislation passed a new tax bill into law. Instead of reading the thousands of pages of the new tax law, which I know many of you enjoy dearly, I thought [...]

By |May 29th, 2018|

1st Quarter Economic Update | May 2018

Our economic indicators continue to run positive for the first quarter of 2018.  Consumer spending, business investments and residential fixed investments rose at a 4.6% annual rate.  Gross Domestic Product (GDP), a broad measure of [...]

By |May 18th, 2018|

Ask Mackey Episode 5 | 2018

Entrepreneurs are born with a “Fire Now” gene. The Ready and Aim of it all is lost on us. The good news is we are wired for action.  The bad news is we often fail [...]

By |May 9th, 2018|

Planning Is Everything

Entrepreneurs are born with a “Fire Now” gene. The Ready and Aim of it all is lost on us. The good news is we are wired for action.  The bad news is we often fail [...]

By |May 3rd, 2018|

Garbage In, Garbage Out

The concept of garbage in, garbage out is used in computer science when flawed, or nonsense input produces nonsense output or “garbage”.  I use this phrase a lot when I am working with clients on [...]

By |April 25th, 2018|

John’s Market Commentary Q1 | 2018

Well, 2018’s first quarter earnings season is in the process of winding down.  The first quarter of 2018 had considerably more noise with respect to earnings because of the new tax law changes.  However, earnings [...]

By |April 18th, 2018|

Ask Mackey Episode 4 | 2018

It is easy to talk about accountability and responsibility when it relates to others.  When you turn the mirror on yourself, it can be painful. Our cultural norms are to look outside of ourselves.  For [...]

By |April 11th, 2018|

Holding Yourself Accountable

It is easy to talk about accountability and responsibility when it relates to others.  When you turn the mirror on yourself, it can be painful. Our cultural norms are to look outside of ourselves.  For [...]

By |April 4th, 2018|

What’s The Value?

We are a society obsessed with finding a “good deal”, which is why customers today place such a heavy emphasis on pricing. This leaves the business owner with plenty of questions: What should I charge? [...]

By |March 27th, 2018|

Beware – New Scam!

There’s a new scam going around we want you to be aware of. If you receive a call from someone who says they are from the IRS, and you need to pay a tax bill [...]

By |March 16th, 2018|

Ask Mackey Episode 3 | 2018

At Mackey Advisors we have been on a path of learning how to see our services through the eyes of our clients. This 180-degree change in perspective seems like a simple shift to dissect, however, [...]

By |March 15th, 2018|

Is It Your People or Your Process?

When there is a problem with quality, timeliness, or efficiency in a small business environment, it is often thought of as a people problem. I believe this is due to the fact that many small [...]

By |March 14th, 2018|

Analyzing the Good Stuff

When I set a clear intention, the universe always conspires with me to help me create it.  That’s the good news.  The other news is the help often comes where I am least expecting it. [...]

By |March 8th, 2018|

Cash Is King!!

“Cash is King” is an expression that is widely used in analyzing businesses.  Why is it something that you, as a business owner, need to manage?  Well, without cash you could not do the things [...]

By |February 22nd, 2018|

Ask Mackey Episode 2 | 2018

Do you want to meet or exceed your company goals?  Then you have got to Get Rhythm! Johnny Cash sang about rhythm in his famous song, Get Rhythm.  It starts out, “Get Rhythm when you get [...]

By |February 19th, 2018|

4th Quarter Economic Update | January 2018

Once again, the economic metrics we follow indicate growth is strong around the world.   The ultra-loose monetary policies that were implemented due to the financial crises a decade ago have led to an expanding global [...]

By |February 15th, 2018|

It’s About More Than Taxes

It is officially everyone’s favorite season of the year. No, I am not referring to one of the traditional four seasons; I am, of course, referring to tax season. It seems that every time tax [...]

By |January 24th, 2018|

IRS Announces 2018 Standard Mileage Rates

The IRS has announced the 2018 optional standard mileage rates for computing the deductible costs of operating a passenger automobile for business, charitable, medical, or moving expense purposes. Effective January 1, 2018, the standard mileage [...]

By |January 9th, 2018|

Ask Mackey Episode 1 | 2018

 The New Year is a natural time for reflection and goal setting.  Perhaps 2017 was so exciting you raised the bar on what you now believe is possible.  Or perhaps 2017 was filled with [...]

By |January 9th, 2018|

What is a Statement of Cash Flows?

There are three financial statements that provide a picture of the financial health of your business: The Balance Sheet shows what the business has and what the business owes, along with its net worth The [...]

By |December 28th, 2017|

Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. [...]

By |December 27th, 2017|

Client Spotlight | Marty Grunder!, Inc.

Marty Grunder discovered his entrepreneurial spirit when he was a teenager with a used lawn mower looking for a way to put himself through college. Through determination and hard work, he grew that initial $25 [...]

By |December 26th, 2017|

Happy Holidays to Everyone!

Sally - “If it seems too complicated, make it easy on yourself – just send money. How about tens and twenties?”  My how the times have changed!  This quote from “A Charlie Brown Christmas” is [...]

By |December 20th, 2017|

Ask Mackey Episode 12 | 2017

Stop making new year’s resolutions.  Start expanding joy. One simple idea to make more of every year. New year’s resolutions are just a way to look back on your year and feel bad.  In our [...]

By |December 14th, 2017|

Stop Making New Year’s Resolutions

Stop making new year’s resolutions.  Start expanding joy. One simple idea to make more of every year. New year’s resolutions are just a way to look back on your year and feel bad.  In our [...]

By |December 7th, 2017|

What Will You Pay for Medicare in 2018?

The Centers for Medicare & Medicaid Services (CMS) has announced that the standard monthly Part B premium in 2018 will remain $134 (or higher, depending on your income). In 2017, most Medicare beneficiaries who received [...]

By |December 1st, 2017|

What’s Holding You Back?

During a recent review of a prospective client’s results, he mentioned how disappointed he was in his outcomes.  Several years ago, he was on track to accomplish his goals, yet as we spoke, he wondered [...]

By |November 29th, 2017|

Proposed Tax Reform Legislation

On November 2, 2017, House Republicans released their comprehensive tax reform plan, the Tax Cuts and Jobs Act. Then, on November 9, 2017, Senate Republicans released their own plan. The two plans have much in [...]

By |November 21st, 2017|

3rd Quarter Economic Update | October 2017

Economic growth is strong around the world.  The number of countries with economies that are in a recession are at near all-time lows.  The ultra-loose monetary policies that were implemented due to the financial crises [...]

By |November 16th, 2017|

Ask Mackey Episode 11 | 2017

Your business is your largest asset. It has the single most impact on: How you live How you retire How much fun you can afford What kind of home you live in How you educate [...]

By |November 8th, 2017|

Let It Go!! Time to Delegate

I work with a lot of small business owners whose ultimate goal is to work less and make more money.  These same business owners are also involved in a lot of the day to day [...]

By |October 25th, 2017|

Client Spotlight | Oregon Tilth, Inc.

Oregon Tilth is a nonprofit organization and leading certifier, educator & advocate for organic agriculture since 1974. Our mission to make our food system and agriculture biologically sound and socially equitable requires us to find practical [...]

By |October 24th, 2017|

Simple & Actionable Year-End Tax Tips

At Mackey Advisors we are all about taking simple steps to maximize your financial well-being.  Each year some of the most beneficial steps often go unnoticed.  While filing taxes each Spring is important, planning for [...]

By |October 18th, 2017|

Ask Mackey Episode 10 | 2017

When I speak with fellow business owners this time of year, they often talk to me about how they are either landing or missing their current annual goals. I love those conversations, but for me [...]

By |October 12th, 2017|

How Many Goals Should You Have?

One of the most prideful feelings is achieving a goal. You’ve put in the countless hours, the blood, the sweat and the tears, so now you can jump with joy knowing that you can cross [...]

By |September 27th, 2017|

5 Power Keys of Scorecarding

Everyone likes to keep score.  We all have an innate desire to succeed. Those two facts, coupled with putting the right data into the hands of the right people in a timely way, can transform [...]

By |September 15th, 2017|

The Equifax Data Breach

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data — including names, addresses, birth dates, and Social Security numbers [...]

By |September 14th, 2017|

5 Power Keys to Scorecarding

Good data begins in your bookkeeping and accounting department.  If it also ends there, you have wasted one of the most valuable tools in your tool box.  The power in your data is with your [...]

By |September 11th, 2017|

2nd Quarter Economic Update | August 2017

U.S. economic reports improved quarter-over-quarter.  U.S. businesses appear to have emerged from a multi-year earnings slump, with the Q1/Q2 S&P 500 sales and profits showing year-on-year growth for the first time since late 2014.  GDP [...]

By |August 22nd, 2017|

8 Paths to a Prosperous Mindset

Accounting and finance is all about the numbers.  Or is it? Getting the right data to the right people at the right time is critical to making informed, impactful decisions in your company.  This is [...]

By |August 17th, 2017|

CEOs Deserve Summer Fun

As a young business owner with a family, oh how I wanted summer freedom!  Even just a little bit!  My desire to go have fun with my daughter was one more thing to fit into [...]

By |July 12th, 2017|

CEO’s Deserve Summer Fun Too!

As a young business owner with a family, oh how I wanted summer freedom!  Even just a little bit!  My desire to go have fun with my daughter was one more thing to fit into my already [...]

By |July 6th, 2017|

Ready, Set, GROW!

Everyone wants to grow their business to its highest potential, but the thought of putting more energy into it might appear to be exhausting.  What if I told you that there are ways to grow [...]

By |June 28th, 2017|

Client Spotlight | Krombholz Jewelers

For over 75 years, Krombholz Jewelers has been the premier jeweler in Cincinnati. Now in it's fourth generation of family ownership, Krombholz specializes in bespoke fine jewelry, vintage jewelry and helping individuals re-purpose or consign [...]

By |June 27th, 2017|

Are You Wired For Profit?

Calling all over-worked, superhero business owners! Take a moment and use these lazy days of summer for going to the pool, fishing, sitting on the porch with a cold beer and taking a dive into [...]

By |June 14th, 2017|

Are You Wired For Profit?

Calling all over-worked, superhero business owners! Take a moment and use these lazy days of summer for going to the pool, fishing, sitting on the porch with a cold beer and taking a dive into [...]

By |June 6th, 2017|

Client Spotlight | Ammon Nursery

Ammon Landscape, Inc. was started in 1950 by Dick and Shirley Ammon.  They would peddle landscape door to door, but as business grew, it was time to find a location to start a nursery.  They [...]

By |May 25th, 2017|

Mission Possible

One of the biggest keys to having a successful business is having an effective team. An effective team is efficient, passionate and engaged. One of the biggest challenges for a business is keeping your team [...]

By |May 24th, 2017|

Mackey Advisors Economic Update | May 2017

The U.S. economy continues to do well.  It is stable and has proven to be resilient to domestic and global news events.  It continues to slowly recover and, according to most economists, should continue to [...]

By |May 18th, 2017|

What Are Your Summer Plans?

People either love or hate April.  I personally like it for a few reasons: busy season is over, my refund check is in the mail, and the weather is changing.  Not everyone gets to share [...]

By |April 28th, 2017|

The Power of a Business Intention

Merriam-Webster defines intention as a determination to act in a certain way.  Intention is what motivates us to do what we do every day.  You may be conscious of your intentions or it may simply [...]

By |April 27th, 2017|

Guiding Principles for Changing Markets

“What is your intention?”  It’s a big question, and one that leads nearly every aspect of your life – including the parts that deal with money. An investment intent is based on the intractable belief [...]

By |April 19th, 2017|

Financial Basics for Millennials

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to [...]

By |April 17th, 2017|

Ask Mackey | Cash Flow

For anything to grow it needs fuel. In business, that fuel is cash. The economic climate for most businesses is positive right now, but that doesn’t mean you aren’t having cash flow challenges. [...]

By |April 12th, 2017|

Client Spotlight – Full Throttle Indoor Karting

Full Throttle Indoor Karting is Cincinnati’s premier high-speed indoor go-kart track located in Springdale, near Tri-County Mall.  Everyone from the novice to the professional racer will enjoy the state-of-the-art karts and racing at speeds up [...]

By |March 28th, 2017|

The U.S. Economy

This past month, the Mackey Advisors team attended an economics presentation by Alan Beaulieu, the President of ITR Economics and a leading authority on global economics.  His presentations are informative and detailed providing unique insight [...]

By |March 15th, 2017|

Ask Mackey | The 3 Signs

https://vimeo.com/207479949/settings/embed Approaching a railroad crossing when the train is on the nearby track, you are faced with flashing red lights, a red and white stripped cross bar, a big X sign that says, Railroad Crossing. [...]

By |March 8th, 2017|

Let’s Get Results!

We all want to see results from the efforts we put forth.  We want to know if all the saving we have done over the years has made our bank account larger, or if the [...]

By |February 22nd, 2017|

New Year’s Resolutions

Resolutions are supposed to be your intention for the new year, not a to-do list for the first week of January that is never fully completed.  I have yet to see someone accomplish a resolution [...]

By |February 17th, 2017|

Ask Mackey | The Right Tools

https://vimeo.com/204222830/settings/embed Like many young women, I learned to cook watching my Mother.  By the time I left home, I was pretty good too. My love of cooking was fostered in two ways.  One, I loved [...]

By |February 15th, 2017|

Mackey Advisors Economic Update

All indicators are now pointing, more or less, in a positive direction for the U.S. economy.  The consumer continues to be in the driver’s seat, enjoying low energy prices, low borrowing costs (for now anyway), [...]

By |February 14th, 2017|

How Entrepreneurs Prosper

Like many young women, I learned to cook watching my Mother.  She was a great southern cook, her specialty being fried chicken. By the time I left home, I was pretty good too. My love [...]

By |February 9th, 2017|

Client Spotlight – Mach III Clutch, Inc.

Mach III Clutch, Inc. is a manufacturer of clutches and brakes that are used in the drive systems of industrial machinery. These products, fundamentally, transfer motion from one rotating component, such as a motor, to another, [...]

By |October 27th, 2016|

Why Planning is Important

If you have spent any significant time with the Mackey Advisors team, you have probably realized that we sometimes sound like a broken record when it comes to the concept of “planning”.  That is because [...]

By |October 17th, 2016|

Ask Mackey | Say No to Micromanagement

https://vimeo.com/187036559/settings/embed Big goals without department and individual accountability systems to support them is poison to your culture. It creates a win/lose environment.  A negative culture is like a dirty river, nothing thrives in it.  It [...]

By |October 12th, 2016|

Just Say No to Micromanagement

As a babyprenuer, I was an accomplished micromanager.  I coordinated day long retreats and got my entire team fired up toward our annual goals.  I would create BIG plans and set BIG goals. The team [...]

By |October 6th, 2016|

Tax Time Starts Now!

Fall is the time to think of the leaves changing, the weather turning cooler, and…taxes.  While the 2016 individual tax deadline is not until April 15th, there are things that you should consider now that [...]

By |September 28th, 2016|

Giving Back

We live in a world with thousands of good causes to support every day.  Whether it be a local charity, a friend down on their luck, or that adorable puppy that can’t find a home, [...]

By |September 20th, 2016|

Ask Mackey | How to Thrive

https://vimeo.com/182603853/settings/embed Our brain is wired to be on alert to anything that threatens your survival.  The amygdala is an almond shaped sliver in the temporal lobe of your brain that is responsible for your primal [...]

By |September 14th, 2016|

A Cybercrime That Could Bankrupt Your Company

During the summer of 2008, a different type of cybercrime was identified — corporate account takeover. It is costly and ranks among the fastest and most stealthy type of attack. Cybercriminals engaging in this activity [...]

By |August 31st, 2016|

Client Spotlight – Robeson Marketing & Design

Beth is co-founder of Robeson Marketing & Design founded in 1999. The Robesons specialize in groundswell marketing for businesses and organizations that are making the world a better place. They also offer a wide array [...]

By |August 24th, 2016|

Importance of Hiring a Fiduciary

Suitability vs. Fiduciary You have been working hard.  Saving, investing, and dreaming of someday retiring and enjoying the fruits of your labor.  Whether you feel you have done well, or are maybe feeling embarrassment for [...]

By |August 17th, 2016|

Mackey Advisors Economic Update

The U.S. economy continues to remain a bright spot in the world despite significant headwinds that dampened activity in the early months of 2016.  The consumer is driving U.S. economic growth.  According to recent Consumer [...]

By |July 28th, 2016|

Business or Pleasure?

We all work hard to earn a dollar, but working hard can payoff when it comes to travel.  Have you ever been lucky enough to have a conference in Hawaii?  Ever wondered if you could [...]

By |July 28th, 2016|

Client Spotlight – Furlong Building Enterprises

Furlong offers design-build construction services for commercial, industrial and retail construction projects.  Our company is founded on providing outstanding customer service that is personal, responsive and overseen by experienced professionals. Furlong offers its clients an [...]

By |July 27th, 2016|

Ask Mackey | Habits

It was time for my first hire. I had no HR skills, and I was terrified. A leap of faith later, I had hired an Assistant for 15 hours a week, $10 an hour, or [...]

By |July 14th, 2016|

Planning Your Financial Future

Let’s take a few minutes to discuss personal financial planning – or as we call it Prosperity Planning™.  When we take a step back for a minute it is quite astonishing to think of everything [...]

By |June 15th, 2016|

Ask Mackey | Money & Fear

Money. Fear. Like peanut butter and jelly, money and fear are compatible companions. Of course money brings up feelings of fear.   Money is the clothes on your back and the roof over your head.  Money [...]

By |June 8th, 2016|

Client Spotlight – AJR Electric, LLC

Adam Ruschman was born and raised in Northern Kentucky.  He is a graduate of Newport Central Catholic High School.  After several years exploring various trades, Adam decided to pursue his formal electrical training at the [...]

By |June 7th, 2016|

The Four Ways We Avoid Fear

Money. Fear. Like peanut butter and jelly, money and fear are compatible companions. Of course money brings up feelings of fear.   Money is the clothes on your back and the roof over your head.  Money [...]

By |June 2nd, 2016|

The Journey Back to Self-Care

My life was over the top busy. I was a single Mom and had a business that demanded lots of my attention.  Between making time for family and work, I had gotten lost.  I as [...]

By |May 4th, 2016|

Mackey Advisors Economic Update

The U.S. economy remains a bright spot in the world despite significant headwinds that dampened activity in the early months of 2016.  Manufacturing production has been consistent over the past four months, continuing to edge [...]

By |April 29th, 2016|

Marriage and Money

U.S. Supreme Court decisions have given same-sex married couples the same rights and privileges as opposite-sex married couples. If you're married or on your way to the altar, you'll want to sort through the financial [...]

By |April 29th, 2016|

Today's Forecast Calls for Sales

In today’s society, everyone seems to be obsessed with sales.  While sales may not be the most important number on the financial statements, it is definitely the most emphasized. Yet few people actually use a [...]

By |April 28th, 2016|

Avoid the Scams

Fraud takes many forms and scams have been around for a long time.  With the emergence of the internet and social media, it’s become much harder to identify who is legitimate and who is the fraudster.  [...]

By |April 15th, 2016|

IRA Contributions

So instead of wasting your time trying to convince you how great they are, I would rather discuss the mechanics of how you take advantage of them. Devise a savings strategy and start the automatic [...]

By |March 30th, 2016|

The Importance of the Balance Sheet

There is Top Line Terry and Bottom Line Larry, but there are other “players” needed to make a business successful.  The income statement is important for monitoring and finding ways to improve, but if your [...]

By |March 24th, 2016|

Why Mackey Advisors?

Often times I hear from clients that the Mackey Advisors™ experience wasn’t at all what they expected.  Sometimes that immediately happens even after their first meeting with us. We strive to be a breath of fresh [...]

By |March 11th, 2016|

It's About More Than Taxes

It is officially everyone’s favorite season of the year. No, I am not referring to one of the traditional four seasons; I am, of course, referring to tax season. It seems that every time tax [...]

By |February 24th, 2016|

An Easy to Follow Financial To-Do List for 2016

January: Increase retirement account contributions:  A new year sometimes means increasing retirement account contribution limits.  For 2016, the 401(k) limit is $18,000.  If you are already maxing out your employer sponsored plan, considering reviewing IRAs, [...]

By |February 18th, 2016|

Ask Mackey | Work & Passion

"Why are you here?" I asked.  The Fortune 500 Executive responded, "Because I am burnt out and exhausted."  "The company keeps reducing our department and adding more work load to those of us that aren't [...]

By |February 10th, 2016|

Passion and Work

“Why are you here?” I asked.  The Fortune 500 Executive responded, “Because I am burnt out and exhausted.”  “The company keeps reducing our department and adding more work load to those of us that aren’t [...]

By |February 3rd, 2016|

Mackey Advisors Economic Update

The U.S. economy, though soft in the second half of 2015, remains a bright spot in the world.  This is despite significant headwinds created by the problems facing the majority the globe’s economies.  The world’s [...]

By |January 28th, 2016|

Beyond Financial Aid – Let's Talk Loans

Financing college tuition, fees and expenses can be daunting.  However, taking advantage of student loans may help lighten the financial burden.  There are several type of loans available, both good and not-so-good.  Primarily, students can [...]

By |January 19th, 2016|

SEC Adopts "Regulation Crowdfunding"

New rules take effect in 2016 On October 30, 2015, after three and a half years of proposals, comments, and discussion, the Securities and Exchange Commission (SEC) announced its final rules on equity crowdfunding for [...]

By |January 14th, 2016|

2016 Key Numbers

Stay on top of your planning needs in 2016 with our four key numbers worksheets. 2016's Most Popular Key Numbers 2016's Income Tax Key Numbers 2016's Retirement Planning Key Numbers 2016's Estate Planning Key Numbers     [...]

By |January 13th, 2016|

When & How to Ask for Financial Help

When is the best time to plant a tree?  Twenty years ago. When is the next best time?  Today. The same thinking applies to getting financial help. When is the best time to get financial [...]

By |January 6th, 2016|

To Hire or To Outsource?

“If you think it’s expensive to hire a professional to do the job, wait until you hire an amateur.” – Red Adair Too often, businesses rush into hiring decisions and do not hire the person [...]

By |December 28th, 2015|

Ask Mackey | Joy & Money

Mackey discusses the intersection of joy & money. The Intersection of Joy and Money happens when you are present to both joy and money simultaneously in the present. This is true prosperity. Joy is not [...]

By |December 21st, 2015|

IRA and Retirement Plan Limits for 2016

IRA contribution limits The maximum amount you can contribute to a traditional IRA or Roth IRA in 2016 is $5,500 (or 100% of your earned income, if less), unchanged from 2015. The maximum catch-up contribution [...]

By |December 4th, 2015|

Cash is King

“Cash is King” is an expression that is widely used in analyzing businesses. Why is it something that you, as a business owner, need to manage? Well, without cash you could not do the things [...]

By |November 23rd, 2015|

Ask Mackey | Prosperity vs. Wealth

Mackey discusses the difference between wealth and prosperity.   Wealth is a number. When you have a wealth plan you have a number to achieve so you can quit working. Wealth is the end game. [...]

By |November 11th, 2015|

Watch our Economic Update Webinar

Curious about the general state of the economy and what experts think the future holds? Spend 30 minutes with John & Andy as they discuss key issues facing our economy and give helpful hints as to [...]

By |November 6th, 2015|

The Bipartisan Budget Act of 2015

On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework for a two-year budget deal. The legislation, needed to [...]

By |November 4th, 2015|

Ask Mackey | Beliefs & Persistence

Mackey discusses beliefs & persistence. Change your beliefs and you change your life. Persist in aligning your inner beliefs with the life you want to create and watch it unfold. Yes, it still takes work, [...]

By |October 21st, 2015|