CP Financial Services LLC

Wishing all the kids in the Fargo-Moorhead and West Fargo area a fantastic start to the school year! I’m loving all of the back to school photos!🎒

📚May this year be full of learning, growth, and new adventures.

And to the parents, here's to a productive and smooth school year ahead. You’ve got this! 🌟

Remember, you can handle anything this week throws at you.

Quickbooks plans to stop selling several versions of Quickbooks Desktop to new US Subscribers. The deadline to purchase new subscriptions was extended from July 31, 2024 to September 30, 2024. After September 30, 2024, Intuit will no longer sell Quickbooks Desktop Pro Plus, Premier Plus, Mac Plus, and Quickbooks Desktop Enhanced Payroll.

According to Meta it's today.

For all of our small business friends out there, be sure to avoid these pitfalls in your bookkeeping so you can more!

Don't wait too long to get your books caught up.

Schedule a strategy session with me today!

cpfinancialservicesllc.com

Is your business financially healthy? 𝙇𝙚𝙩'𝙨 𝙘𝙝𝙚𝙘𝙠. ✅

I have 5️⃣ slots available for a free financial strategy session.

Secure yours by messaging us 'Health Check' today!

Are you looking for a bookkeeper? Here are some ideas that you should expect from your bookkeeper.

Planning an exclusive financial coaching course for our clients and community.

Stay tuned for more details coming soon!

This week I was the featured presenter for my networking group, BNI - Wednesday Morning Originals.

Thanks to everyone in the group who asked questions on bookkeeping, personal financials and for the wonderful support.

🏅🏆 Going for Gold in Your Finances! 🏆🏅

Is your budget running hurdles? Are your receipts doing gymnastics? 🧮🤸‍♂️

At CP Financial Services, we’re here to help you achieve financial victory! Whether it’s coaching you through your financial marathon or balancing the books like a pro gymnast, we’ve got you covered.

Ready to join the winning team? Reach out for a free strategy session today!

Happy Anniversary to my beautiful bride, Cathleen Plettl!

Every moment with you has been a cherished memory, from our wedding day to fishing trips to cheering for our favorite sports teams together. 🎣⚾

You are my rock, my partner, and my best friend. Here's to many more adventures and countless more memories together. I love you more each day. 🥂❤️

5 Easy Steps to Accomplishing Any Goal

1. Establish a definite date – Set your goals in reverse. Pick a date of completion and work backward. Ex. Set a goal for the end of the month and then set short term goals for each day through the end of the month. This way you are setting short and long term goals and each day as you accomplish your short-term goals you move one step closer to accomplishing your long-term goal. Don’t forget to include personal development goals and days off.

2. Keep a calendar – Take the goal you set for the end of the month and write that goal on the last day of the month. Then write down the short-term goals for each day through the end of the month.

3. One at a time – Don’t try to cram everything into one day. If you try to post to your blogs, post to the forums, post classified ads, participate in groups, submit articles and work on your Squidoo lenses, etc. all in one day you’ll burn yourself out. Instead, focus on one or two things every day and then cross it off. Mark an ‘X’ on the calendar on the days you complete the scheduled tasks.

4. Set a time limit – Aim for one to two hours per day. By limiting the time you are spending and focusing on one or two tasks every day, you’ll build momentum and increase your success rate.

5. Stick with it – Stick with your schedule. Switching things up too often can get in the way of your success.

With a written plan, you’ll make accomplishing your goals easier. At the end of the month when you see more ‘X’s than empty squares, you’ll feel more accomplished. By implementing the 5 Easy Steps to Accomplishing Any Goal, you’ll find yourself making progress, building self-confidence and reaching and accomplishing your long- term goals.

Chad Plettl

🧐 Did you know I can help you reclaim your time so you can focus on what you do best—running your business? Say goodbye to the stress of bookkeeping and financial management!

....or at least your little piece of it! 👊🌎

🙋‍♂️ Raise your hand if you've felt overwhelmed with budgeting, payroll, tax prep, or bookkeeping?

At CP Financial Services, we do more than manage your receipts. I’m here to simplify the process and set you up for success. From answering your questions to streamlining your finances, my goal is to free up your time so you can focus on what truly matters.

Ready to take the stress out of your financial tasks? Let's chat! Book a free strategy session today.

-Chad

I had a great holiday weekend, celebrating our country! I hope you enjoyed a long weekend as well. It's Monday, time to make it a productive one.

Managing your money effectively is crucial for success and peace of mind in both business and personal finances. At CP Financial Services, we understand the importance of making informed financial decisions to ensure stability and growth.

🔑 𝐖𝐡𝐲 𝐢𝐬 𝐌𝐨𝐧𝐞𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐊𝐞𝐲?

1. Business Success
Proper money management in business ensures that your company can meet its financial obligations, invest in growth opportunities, and weather economic downturns. It involves budgeting, forecasting, and strategic planning to make the most of your resources. By managing your finances well, you can improve cash flow, reduce debt, and increase profitability.

2. Personal Financial Health
On a personal level, effective money management helps you achieve your financial goals, whether it’s saving for a home, planning for retirement, or simply enjoying a worry-free lifestyle. It involves tracking expenses, creating a budget, and making smart investment choices. Good money management reduces financial stress and provides a sense of security.

3. Building Wealth
Managing your money wisely allows you to build and preserve wealth over time, whether in business or personal life. It helps you make informed decisions about investments, savings, and spending, leading to long-term financial stability and prosperity.

At CP Financial Services, we are here to help you master the art of money management. Let us guide you towards a financially secure future.

💡 Ready to take control of your finances? Contact us today and let’s start your journey to financial success together.

Chad Plettl

Are you focused and ready to tackle the week!?

Fishing for a bookkeeper to take your business to the next level?

Business owners are you feeling stressed about finances?

Reach out, I’d love to sit down and help create a realistic plan for your financial success!

7 Simple Steps to Get More Out of Your Day

Let's face it - time is probably our greatest resource. We never seem to have enough of it and it seems to pass so quickly. Well, we won't get any more of it and we can't slow it down.

What we can do is make the most of the time we have. Here are some simple steps you can take to get the most out of your day

1. Plan your day the night before - At the end of each day write out all the things you
need to do the following day to achieve your goals. Pull together all the
information you'll need, phone numbers and relevant paperwork.

2. Prioritize the list - Number each item and do the harder jobs first. There's always
the temptation to do the easy jobs first. However, think how the thought of doing
the hard jobs hangs over you as you do the easy stuff. Think how good you'll feel
when the nasties are out of the way and how motivated you'll feel.

3. Stick to your list - Check off each item as you go and avoid distractions. You don’t
need to answer every email/text as they come in. Set a schedule to check your
email/notifications once every hour, or whatever works best for you.

4. Remember the Three "D's" - Do it, Delegate it or Dump it. Handle each piece of
paper only once. Either do something about it now, delegate it to someone else or
throw it in the trash. And remember - "Only do it if only you can do it."

5. Don't procrastinate - Procrastination really is the "Thief of Time" It's so easy to put
things off till another time or till "I've had time to think about it." DO IT NOW!

6. Plan your leisure time - Schedule out time for you to relax, workout, go shopping,
whatever it is that you enjoy.

7. Be honest with yourself - Keep asking - "Is what I'm doing now getting me to
where I want to get to?" if the answer is "no," change what you're doing.

Did you know I am a certified Dave Ramsey financial coach?

Studies have shown that successful business entrepreneurs possess these characteristics:

1. Self-confidence

This is that magical power of having confidence in oneself and in one's powers and abilities.

2. Achievement Oriented

Results are gained by focused and sustained effort. They concentrate on achieving a specific goal, not just accomplishing a string of unrelated tasks.

3. Risk Taker

They realize that there is a chance of loss inherent in achieving their goals, yet they have the confidence necessary to take calculated risks to achieve their goals.

Business entrepreneurs are people who will make decisions, take action, and think that they can control their own destinies. They are often motivated by a spirit of independence which leads them to believe that their success depends on raw effort and hard work, not luck.

So which of these three main characteristics is the most important? Believe it or not, it has to be self-confidence. Without self-confidence, nothing else is possible. If you don't believe in your abilities, then the first challenge that arises may knock you off the path to achieving your goals. Here are a few things to keep in mind for maintaining a higher level of self-confidence.

Positive Thinking

Well, it all starts with a positive attitude, doesn't it? Believing that something good will happen is the first step. Negative thinking simply is not allowed. You must truly believe that there are no circumstances strong enough to deter you from reaching your goals. Remember too, that positive thinking can be contagious. When positive thinking spreads, it can open doors to new ideas, customers, friends, etc.

Persistent Action

Now all of the positive thinking and believing in the world is useless if it is not applied towards a goal. You have to take action, no excuses are allowed. This action must also be persistent. Trying once and then giving up is not going to be enough. Keep at it one step at a time. If you can't get by a certain step, then find a creative way to try again or just go around it.

At the beginning of this article we identified a few traits that are common among successful business entrepreneurs. You should be able to look ahead and see yourself where you want to be. Now just maintain a strong belief in yourself and your skills, stick with it, and don't give up. If you can do that, you're already halfway there!

Life's momentum builds from the steps, not just the leaps; keep moving, even in small strides.

It is very important to have a balance budget. The simple accounting formula is revenue - expenses = profit. That means if your budget does not balance, you either have to find a way to increase your revenue or find somewhere to cut your expenses.