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Common Sense Playbook

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9 contributions to Common Sense Playbook
Celebrate The Holidays Yet Capture The Moment
Christmas and New Years Bring A Unique Annual Opportunity
Celebrate The Holidays Yet Capture The Moment
2 likes • 28d
Thanks Tom! It has been a different holiday season and I am anticipating a unique coming year. This was a good reminder to take more control of what is coming.
Goal Achieved!
It’s not about the truck. It’s about who I had to become to get the truck, and now it’s a reminder of that work every time I put it in drive! So thankful for the principles and lessons I’ve learned here!
Goal Achieved!
2 likes • Nov '25
Very nice! Congratulations!
Ai
Just finished listening to Tech and Ai. Seems overwhelming yet essential. Like anything just have to take that first step but with guidance specific to my business. Great intro discussion. Next step would arm to be to check out press purpose.Ai One concern I have had in the service business would be to loose that personal touch. As a consumer I prefer and appreciate human contact as so often my questions don’t suit Ai trained responses. I am glad Tom spoke to this a bit and figure it can be done if done correctly.
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Let Your Voices Be Heard
I will have Peter Tranakos (35 yr corporate cpa) back in the studio next week. He wants to know if there are any aspects of accounting, tax planning, budgeting that the CSP Family would like for him to focus on. Whether that goes for business finance efficiency or your personal portfolio. -- The more detailed feedback you give, the better he can plan --- Not only does he need your feedback for next week's session but exciting news is that we will be making available full groupings of tax workshop modules in the coming months -- So let's hear it -- what parts of the world of tax planning and financial budgeting do you need to hear?
0 likes • Nov '25
I have had a few different CPAs within the firm I use. They are all a bit different. One common denominator for me is they all have often spoke the CPA language that I don’t always understand. My question is how to ask the right questions year by year or when looking for a new CPA. I want to stay within the law but take every advantage I can.
Communication
Just listened to the communication short. Such an important yet overlooked subject of which I have feel pretty confident in my abilities in person. However, I have struggled in this day and age with my online presence. Getting started at all let alone making sure everything works together. Spending a lot of money with a company to help with this but figure i need to be more personal with my messaging. So my issue may be taking the time, spending more money, even procrastination. Funny thing is I feel I would have plenty to say in that forum just haven’t gotten into a groove to start sharing.
1 like • Oct '25
@Nicole Mathey logical place to start! New to the content, need to dive in!
1 like • Oct '25
Started this morning tons of “old” concepts I hadn’t thought about in a long time. It’s also cool to see the newer things.
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Jeff Zehr
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44points to level up
@jeff-zehr-3447
Dr. Jeff Zehr Zehr Chiropractic After 25 years in practice, Looking for the next levels in my new phase of life. Love sports, outdoors, biohacking

Active 17d ago
Joined Sep 30, 2025
Norton Shores Michigan
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