Concierge CPA March 2019

NEW! Join our FACEBOOK LIVE this month on FRIDAYS at 6:00 p.m. EDT. Search for us at @ConciergeCPAs. BORBALA’S SCHEDULE Weekly Live Roundtable Calls Events We Go to or Host

March 4: The InspiredTreehouse, Board Meeting March 5, 12, 19: Jumpstart, Inc – half-day seminars March 7: Entrepreneur Organization Accelerator, Accountability Meeting March 8: Lunch with the Executives of the Chinese Chambers and the Parma Area Chambers of Commerce March 19: “Taxes for Business”Seminar at theWBC March 26: Mentor Meeting by TomHileman @Hileman Group The Inspired Treehouse, LLC •April 15

•March 1 •March 8 •March 29 •April 4 Client Advising and Coaching Days March 6–7, 9, 13–14, 16, 20–21, 23, 27–28, 30 April 3–4, 6, 10–11, 24 •March 15 •March 22 To schedule a time, go to: Borbala.AcuityScheduling.com Prospective client inquiries: Borbala@ConciergeCPAs.com

Clients of the Month

A: This journey has been amazing, and every day has been a learning opportunity. We have remained true to our original vision despite many opportunities to sway in a direction that could potentially make more money or grow an audience. Those directions just didn’t feel right for howwe wanted to represent who we are and what we do. We have also learned that it just takes a whole lot of hard work and dedication tomake things happen, but when it’s something you’re passionate about and you have a partner with the same drive, the process is a lot more fun! Q: Youmade a decision to give back and founded a nonprofit. Why was this important to you? A: We have always had the dream to have a brick andmortar location, mainly so that we could work in the same space instead of over text messages and voicemails. The best advice we were ever given was to start the blog to harness our ideas in one place and thereby develop a business plan of sorts. The decision to become a nonprofit and offer free to low-cost developmental playgroups for kids was fueled by our knowledge of the decline in the skills of children in school and the fact that we had the skills and ideas to do something to help. Q: Where can our readers find your blog and learnmore about the nonprofit? A: Our blog, The InspiredTreehouse can be found at TheInspiredTreehouse.com. Here, readers will have access to hundreds of developmental activities for kids that work on fine, gross, and sensory motor skills. Additionally, we have articles, handouts, and educational resources for parents, teachers, and therapists. More information about our nonprofit, The Treehouse, can be found at TheTreehouseBedford.org.

I have the privilege of introducing you to the two smart, funny, and overall wonderful owners of The InspiredTreehouse blog: Lauren Drobnjak and Claire Heffron.

Lauren is a pediatric physical therapist who currently practices in the educational environment, and Claire is a pediatric occupational therapist in a preschool/primary school setting. Their drive tomake a difference in children’s lives has led their entrepreneurial spirit in the direction of creating opportunities for play-based wellness and development. Their blog is full of helpful ideas and tips for activities that parents, therapists, and teachers can use to promote all kinds of developmental skills for kids. Q: Youwrite blog posts, host webinars, provide resources, and recently published a book. Both of you have other jobs and three kids each.When do you find the time for all that?What’s your secret to efficiency? A: Every time we see all of that written on paper, we think we must be crazy! We are a great team, and that has been the key to our success. We have learned a great balance over the years, and we are really good about reading each other’s needs so that we can step in and help or step away and focus on another area as needed. We also have extremely supportive spouses that have taken on a lot, so that we can successfully run our business and nonprofit while still working in our respective professions. Q: You’ve built a successful business that continues to grow. What are some things you learned on your entrepreneurial journey that you can share with our readers?

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