Firm Profile

Ken Sorge, CPA, MST

We find business owners generally allocate too much time to doing the technical work or on daily management tasks rather than understanding the numbers and improving business processes. It is very common for a business owner to spend between 60 and 80 hours per week working in the business rather than on the business. Yet after all this investment of time and effort, the return is often not adequate. It's no small wonder why over 80% of small businesses that are created today will be out of business in 5 years. And those businesses that do make it past the 5 year point very often continue to struggle for years. None of this is necessary. Minor changes in behavior will make the difference between extreme success, average success or failure. If only these business owners knew how to run their business just a little better. What should they be doing? Which reports should they be looking at? What behavior needs to change?

One of our most important goals is to provide you with a process improvement system that will generate the most wealth for you while reducing the amount of time you need to spend running your business. This process centers on identifying key reports and tasks on which the business owner needs to focus in order to generate the best return on investment and have the most fun. All of us are only here on earth for a short time. Let's make sure we get the most out of it.

We like to schedule between 1 and 4 meetings with each business owner each year. Ideally the client will own QuickBooks(R) and use our Free QuickBooks(R) online service. We will go through the financial statements, complete tax planning, discuss strategy and the future. Based on the depth of understanding and profit improvement behaviors initiated in each of these sessions participants can expect to improve annual net profit by $10,000, $100,000, and much more, based on the level of commitment to process improvement attained. That's a guarantee!

One great professional tennis player, former coach of the UW-Madison tennis and basketball teams, who in his 70s still competes in the US Open and other senior pro tournaments, John Powless said "Tennis is a pretty simple game, it's humans that make it complicated..."