Zurich Planners

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Good DMs Have This in Common - https://strydecostreduction.blogspot.com

[larrygpotter]

You can still scream “GOOOOOOOOAAAAAAL” next time you close the books - BusinessRefund.com

[larrygpotter]

Free Business Savings Online App—No Signup

[larrygpotter]

A tool with a view - BusinessRefund.com

[larrygpotter]

Buyers are different and it happened within 2 years (ridiculously fast). Here’s what’s happening. Decisions now start a lot earlier. They also are formed and happen publicly. And familiarity is built long before outreach. Busunesses BUILD. Before you could call and make a sale. Nowadays, familiarity HAS to lead. Referrals still work. But they no longer compound the way they used to. Predictability today comes from visibility, not hope.

[larrygpotter]

Buyers are different and it happened within 2 years (ridiculously fast). Here’s what’s happening. Decisions now start a lot earlier. They also are formed and happen publicly. And familiarity is built long before outreach. Busunesses BUILD. Before you could call and make a sale. Nowadays, familiarity HAS to lead. Referrals still work. But they no longer compound the way they used to. Predictability today comes from visibility, not hope.

[larrygpotter]

https://open.substack.com/pub/larrythetaxguy/p/is-your-business-tax-return-is-a?r=7wtvb&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

[larrygpotter]

One Local Market to Many - https://strydecostreduction.blogspot.com

[larrygpotter]

What your finance dashboard doesn't show you - BusinessRefund.com

[larrygpotter]

An expensive lesson! - https://strydecostreduction.blogspot.com/2026/07/an-expensive-lesson.html

[larrygpotter]

Raising Strong Kids While Building Stronger Companies - https://strydecostreduction.blogspot.com

[larrygpotter]

BusinessRefund.com

[larrygpotter]

Identify and eliminate wasteful spending habits with no upfront costs. This will affect your bottom line - BusinessRefund.com

[larrygpotter]

[larrygpotter]

Yesterday, Musk’s net worth catapulted to $1.1 trillion, according to Forbes, still below the $2.4 trillion available to US business owners via BusinessRefund.com

[larrygpotter]

Gmail now thinks like a human!! - https://strydecostreduction.blogspot.com/2026/06/gmail-now-thinks-like-human.html

[larrygpotter]

The hype is hitting the fan for AI in finance.

At the 2026 Gartner Finance Symposium/Xpo, VP analyst Clement Christensen described executives’ prevailing sentiment toward AI as “hopeful disappointment.” During a keynote session, he said “It sounds like this: ‘Yeah, we’ve seen some cool stuff, but it hasn’t translated into any ROI yet.’”

“We’re in the trough of disillusionment,” his colleague and co-presenter, VP analyst Tamara Shipley, said, pointing to Gartner research that shows only one in three AI initiatives increases productivity, while just one in five leads to measurable ROI.

Still, AI’s capabilities as well as companies’ willingness to embrace the technology have increased dramatically over the past year. “The maturity of the models and the tools that are available have exponentially increased,” Rajiv Ramachandran, SVP and CPO of invoice to pay at Coupa, told CFO Brew. He’s getting more granular questions from customers, he said, that suggest “they’re thinking about putting something into production, not thinking about ‘Hey, can I play around with this for another couple of weeks?’”

But as companies move past the pilot stage, problems crop up. CFOs, consultants, and vendors who spoke with CFO Brew at Gartner described many AI growing pains.

*We're keeping an eye open for any specialized tax incentives for business owners and any company registered with us (takes 30-seconds) will be notified immediately via https://GMG.me/143862