Serving Clients Full Circle

Writings by Randall

Posts tagged balance
Efficiency vs. Profit vs. Family Balance – The Annual Business Financial Review

As I enter my fourth year of business, I’ve developed an end-of-year ritual that helps me cut costs without sacrificing client experience or family time. This balancing act involves distinguishing between necessary expenses, strategic investments, and savings, all while maintaining business growth and long-term stability. It’s a process driven by data, outside perspectives (especially from my wife), and a commitment to improving outcomes. If you’re looking for ways to optimize your business decisions while staying true to what matters most, this post is for you.

Read More
Am I “Cheap” or Just Being “Smart with My Money”

Am I cheap, or am I a financial mastermind in disguise? As someone who shops on Amazon for everyday clothes, strategizes to cut Diet Mountain Dew costs, and dodges car purchases like it's an Olympic sport, I’d argue the latter. After all, being smart with money isn’t about spending less—it’s about knowing when to splurge on family, health, and happiness, and when to embrace the art of thrift like a true champion.

Read More