Author page: Xienan Shaw

CHILDCARE COSTS: Art, Sport and Educational Camps

A September 11, 2018 Tax Court of Canada case examined the eligibility of a number of child care costs with a recreational and educational component . The taxpayer and his spouse worked full time and had two children, aged 10 and 12.

The Court acknowledged two separate lines of cases related to eligibility of child care expenses (all informal and, therefore, not binding on CRA).

The first set , argues that the definition of a “child care expense” is restrictive such that recreational or educational activities do not qualify. The reasoning is that expenses to develop the physical, social and artistic abilities of the child would have been incurred whether or not the parents had been working .

The second line of cases requires that one evaluate whether the purpose of the expense was to allow the parent(s) to work . A bona fide expense would not be denied solely because the activity was recreational or educational in nature.

Taxpayer Wins, Mostly

The Court accepted the second set of cases as guidance, noting that if Parliament had intended to limit such activities, it would have said so in more specific and restrictive language. As such, the Court accepted the majority of the taxpayer’s child care expenses that contained a recreational and educational component.

Parental Discretion

The Court found that the taxpayer’s decision to engage university students, who were paid $5/hour more than what was paid to high school students, was irrelevant as “it is not for the state to decide who minds the appellant’s children as long as the expenses are reasonable.” In other words, it is the parents that are responsible for choosing who they wish to use, and they do so, based on the child’s needs; this choice is an exercise of parental discretion .

The Minister also suggested that the child who was 12 years of age in the year may not have needed some of these expenditures due to his age, to which the Court responded that Parliament grants child care expenses for eligible children up to age 16 – it is up to the parent to decide whether a child 12 or older should stay home alone.

Limitations

Costs related to activities on a Saturday , and during school hours , were denied as they did not facilitate the taxpayers’ ability to work. Amounts related to camp were limited to a weekly amount of $125 (as the child was over 7), as specifically provided for in the Income Tax Act. Camp costs for children under 7 are limited to a weekly amount of $200. A higher amount may be available for those with a disability.

CRA Administrative Policy

As this case was informal, it is not precedential. While it may provide a filing position, CRA may still challenge these types of child care expenses. CRA’s webpage continues to state that fees for leisure or recreational activities, and fees related to education costs, cannot be claimed as a child care expense.

ACTION ITEM: If incurring child care costs with a recreational or educational component, consideration may be given to claiming these amounts as a child care expense, up to the maximum allowed amount. That is, an annual amount of $8,000/child under 7, $5,000/child aged 7 to 16 and $11,000 for a disabled child.

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TAX TICKLERS some quick points to consider…



Tax ticklets



  • The annual TFSA contribution limit for 2019 will be increased to $6,000 (from $5,500) due to indexation. For those who have been eligible to build contribution room since inception of the program in 2009 and have never contributed, the total maximum room as of January 1, 2019 is $63,500.

  • For 2019, the Employment Insurance premium rate is reduced to 1.62% (from 1.66%). The maximum insurable earnings is $53,100 (from $51,700), resulting in a maximum employee premium of $860 (a net increase of $2) and maximum employer premium of $1,204 (a net increase of $3).

  • Registered charities will now be able to pursue their charitable purpose by engaging in non-partisan political activities in the development of public policy without limitation. These rule charges are largely retroactive to January 1, 2008. Previously, a registered charity must have limited their non-partisan political activities to 10% of their resources.

  • CRA recently opined that investment management fees in respect of tax-sheltered accounts (like RRSPs, RRIFs and TFSAs) paid outside of the account (e.g. management fees charged to a non-registered account), would be subject to a 100% advantage tax. That is, a tax equal to the full value of the management fee would be levied. It was recently announced that the implementation date of this policy was extended indefinitely until a review had been completed.


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The benefits of advertising on Twitter

Twitter, however, has made some useful changes with how brands can utilise the platform to increase activity.

The big questions are:

  • How does Twitter give businesses an option of a different platform to advertise on?’  

  • How do businesses know if it’s the right choice for their company?’

These questions are going to determine how much an organisation can benefit from advertising on Twitter, so without further ado, let’s get into it.
 
There are a few things to understand before going into the benefits of advertising on Twitter.


Three things to note before advertising on Twitter:

1. Learn how to Create Ad campaigns: 

To elevate your business, create Twitter ads that are highly engaging with the use of high-quality visuals and contrasting colours.
You can make your ads fun by combining organic and paid material to advertise on Twitter effectively.

 2. Use Twitter regularly: 
It’s very illogical to want to advertise on Twitter without spending quality time on the platform. You can choose to offer discounts to your customers and make limited time offers.

3. Don’t try to sell right away: The key to utilising Twitter is to understand, apart from promoting high-quality content, is that keeping it simple right from the start guarantees popularity on the platform. Try to keep the tweets fun, short and exciting before even declaring what your business has to offer to the Twitter society. 

Four Benefits of using Twitter to advertise your business:

1. Twitter has a very receptive audience:  

Advertisers today understand how tasking it is to get consumer attention. It’s essential to reach the right audience, but it’s even more critical that the audience is receptive. What Twitter does is uniquely provides its users with the ability to discover what’s trending across the world. This makes the Twitter society a fearsome collection of users that are aware of what is and what’s not. This is different from other platforms.
This functionality of the platform puts this society in a receptive mindset so that information is kept in their long-term memory more efficiently. Your business can utilise this advantage that Twitter provides, to strengthen the purchase intent of the users by making sure to trend.

2. Twitter society can generate concrete influence:
Twitter users have been proven to be hugely influential. This influence can be universal; Twitter users can create influence across their immediate environments regardless of geography, age, gender, or topic. By just sharing a Tweet, a Twitter user can create an impact that can make an entire franchise trend on the platform.

3.Twitter’s users and brands:

Brands that get trendy on Twitter are those that appeal to Twitter users, they are usually demanding consumers who desire quality and responsiveness, and they actively reward users that put in the effort.
Twitter users are always willing to pay more for quality products that also saves time, as well as being more brand conscious, choosing brands that fit the best with their values.

4.The platform itself is curious:
Twitter regularly gathers information on how to provide it’s users the ultimate experience. This combined with the overall influence, tendency to distribute information, and loyalty to brands offering quality products in a way that align with their values, are the perfect catalyst for any marketers campaign.

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ACCELERATED DEPRECIATION: Federal Fall Economic Update Changes



Federal Fall Economic Update Changes



In response to U.S. tax changes and cuts, the Federal Government released its Fall Economic Update on November 21, 2018 which primarily focused on changes to the first year of depreciation on most capital assets. The changes include immediate full depreciation in respect of manufacturing & processing assets, along with clean energy generation and storage assets. Also, an enhanced first year depreciation claim is now available for most other depreciable assets.

Manufacturing and Processing Machinery and Equipment

Machinery and equipment used in manufacturing and processing acquired and made available for use from November 21, 2018 to December 31, 2023 will be eligible for a full capital cost allowance (CCA) deduction in the year of acquisition (the full deduction will then be phased out incrementally). Specifically, the asset must be used directly or indirectly by the taxpayer in Canada primarily for the manufacturing or processing of goods for sale or lease, or leased by certain corporations to a lessee who can reasonably be expected to use the property in this manner.

In broad terms, the manufacture of goods normally involves the creation of something (e.g. making or assembling machines, clothing or soup) or the shaping, stamping or forming of an object of something (e.g. making steel rails, wire nails, rubber balls, or wood moulding).

Processing of goods usually refers to a uniform process, system, technique, or method of preparation, handling or other activity designed to effect a physical or chemical change in an article or substance (e.g. galvanizing iron, creosoting fence posts, dyeing cloth, dehydrating foods, or homogenizing and pasteurizing dairy products), other than natural growth. Jurisprudence has determined that a taxpayer would be engaged in processing if the following two tests are met: there is a change in the form, appearance, or other characteristics of the goods subject to the operation; and the product becomes more marketable.

Property “used directly or indirectly” in eligible activities may qualify for this enhanced deduction.

Some assets commonly used in smaller operations, such as restaurants, bars or bakeries, may qualify. For example, an oven which converts ingredients into a meal for sale may be considered used in manufacturing or processing.

Clean Energy Assets

Clean energy assets (Classes 43.1 and 43.2) will qualify for the same first year depreciation claims as manufacturing and processing equipment (100% up to December 31, 2023, declining thereafter). Eligible assets for these classes include certain types of energy and heat production and storage equipment related to hydro, wind, solar, bio fuel, eligible waste fuels, hydrogen fuel cells, kinetic wave/tidal, ground source heat pump systems and heat recovery equipment.

Most Other Capital Assets – Accelerated Investment Incentive

CCA also will be enhanced for acquisitions of depreciable assets in most other classes from November 21, 2018 to December 31, 2027.

Prior to the rule change, the half-year rule essentially only allowed half a year of depreciation in the year of acquisition (applicable to most CCA classes), regardless of how early or late in the fiscal year the asset was acquired. Now, for most assets, the usual half year of CCA available in the year of acquisition will be tripled for acquisitions to December 31, 2023 (the enhancement will decline thereafter, returning to the typical half-year rule in 2028).

For example, a Class 10 vehicle which is normally subject to a 15% depreciation claim in the first year would now be allowed a 45% claim.

Planning and Purchases

Claiming depreciation is optional. In essence, one has the option of claiming depreciation up to the maximum level available in respect of its class for any given year (other less common limits may also apply). The accelerated depreciation rules operate as the name implies: they accelerate when a tax deduction for depreciation can be claimed, but they do not increase the overall lifetime amounts that can be claimed. In other words, more can be claimed up front, but less will be available in the future. Note that an accelerated CCA claim in the year of acquisition is only available in that year – one must “use it or lose it”. Reducing the claim in the year of acquisition does not allow an accelerated deduction in a future year.

When determining whether, and to what extent a claim should be made, considerations vary depending on factors such as:

  • whether the asset is owned personally or in a corporation;
  • the current income levels, and the expected income in the future;
  • future corporate tax rates (for example, whether the corporation may be subject to small business deduction restrictions as too much passive income is being earned); and
  • whether the asset is generating passive or active income.

Accelerated depreciation is available even if purchased just before year’s end, as long as it is also made available for use by that point as well.

ACTION ITEM: Review whether capital purchases should be accelerated, and whether the accelerated deduction should be claimed given your particular situation.


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TRAVEL EXPENSES: Home to Work Site



TRAVEL EXPENSES: Home to Work Site



Travel from home to a regular place of employment is usually a personal expenditure, the costs of which cannot be claimed as an employment expense. However, if the taxpayer is required to travel away from the employer’s place of business, amounts may be deductible by the employee.

A June 29, 2018 Tax Court of Canada case examined this issue. The taxpayer travelled from home to three different construction sites to carry on employment duties. Specifically, the taxpayer’s work for a Toronto construction corporation required frequent travel to sites requiring round trips of 167 km (Hamilton) and 92 km (Aurora), and infrequently to a site requiring a 94 km round trip (Whitby).

CRA argued that each was a regular place of employment, such that no deduction was available. The Court, however, concluded that this was travel “away from the employer’s place of business or in different places”, as required by the Income Tax Act. As such, the costs of this travel could qualify as deductible employment expenses.

While the taxpayer was not ultimately successful in his claim due to his receipt of an allowance from his employer, the case may provide a basis for business travel from home to a construction site.

As implied above, there are other conditions that must be met in order to deduct amounts against employment income. For example, the employee must not receive a non-taxable allowance in respect of the travel, and an appropriately completed T2200 from their employer must have been issued.

CAUTION ITEM: Although it may be possible deduct travel amounts against employment income, such amounts are often challenged by CRA.


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HACKED CUSTOMER DATA: Federal Reporting Requirements



HACKED CUSTOMER DATA



Recently, the Office of the Privacy Commissioner of Canada, provided details (see https://www.priv.gc.ca/en/privacy-topics/privacy-breaches/respond-to-a-privacy-breach-at-your-business/gd_pb_201810/) in respect of the new mandatory reporting requirements where breaches of security safeguards have occurred.

As of November 1, 2018, organizations subject to The Personal Information Protection and Electronic Documentation Act (PIPEDA), including small businesses, will be required to report breaches involving personal information that pose a “real risk of significant harm to individuals”, to the Privacy Commissioner of Canada. Also, standards for notification of affected individuals and retention of breach records must be followed.

Small businesses do not receive any particular exclusion or exception from the rules.

A “breach of security safeguards” is unauthorized access to, or unauthorized disclosure of, personal information resulting from a breach of an organization’s security safeguards, or from failure to establish safeguards. “Significant harm” includes bodily harm, humiliation, damage to reputation or relationships, loss of employment, business or professional opportunities, financial loss, identity theft, negative effects on credit records, and damage to or loss of property. The “real risk of significant harm” is determined in respect of the sensitivity of the personal information and the probability that it has been or will be misused.

Medical and income records are almost always considered sensitive, however, other information could also meet the definition.

When examining probability of misuse, one should consider the scope of information exposed, whether the breach was intentional, who likely has access to it, and how usable or protected that information was.

ACTION ITEM: Be prepared by reviewing protocol and obligations in respect of client information hacks and losses. Quick response can assist in rectifying the integrity of the data and the relationship with the client.


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Five Marketing Ideas to Grow Your Business When Stuck in a Seasonal Rut

5 Marketing Ideas to Help Grow Your Business During Seasonal Slumps

1. Off-Season Discounts

You know how hotels and resorts offer reduced room rates off-season to draw customers in? Take a cue from these businesses and offer discounts on your services to get your clients thinking about tasks they usually do at the last minute or are far down on their to-do lists. Whether it’s creating a living will or reconciling bank statements, offering a discount could be an incentive for your clients to be proactive (and also bring in money for your business).

Another marketing idea that can help grow your business is to keep in touch by email to let your clients know you’re still available to provide services during the off-season. Include a menu of items pertinent to your clients’personal or business needs. Write an attention-grabbing subject line for your email correspondence. Make it a limited-time offer and include a calendar of important deadlines, so your clients see the advantage of taking care of these tasks now. You can also follow up with a phone call to remind clients about the off-season discounts you’re offering and answer any questions they may have.

2. Promote Retainer Discounts

To keep cash coming in all year long, consider offering your clients a discount for hiring your business on a retainer (or a monthly payment plan)instead of paying on a per-project basis. Play up the advantages they’ll enjoy from getting your advice year-round and the overall discount the monthly payment can bring them.

As a professional, you know the end of a project is never really the end.Questions and issues always arise where your client might need more help or answers to questions. Setting up a retainer contract can put your clients’worries to rest knowing you’re there for them when they need you.

To combat any reservations clients may have about a monthly retainer fee,you could sell them on the fact that you’re not only there for them when they have a question, you will also continually work on their business or portfolio to look for ways to improve their situation and offer advice. Come up with an individualized offering for each client detailing what you’ll be doing monthly for them. Be sure to be specific as to how this will help improve their circumstances overall. What you want to avoid is your client thinking their monthly payment is a waste of money if they have no issues or questions. If you can show them how you’ll be working for them every month, you can assuage their concerns—and earn the business.

3. Offer New Services

Is there a service your clients frequently ask for that you don’t offer? Do you find yourself referring your customers to another business for services you could be offering yourself? Brainstorm with your staff or peers to think of other services you could offer your clients. For example, CorpNet’s partner program makes it easy to offer business formation and compliance services to your clients without you having to do the work.

If you’re not sure what your clients would like to you to offer, conduct a customer survey to see what their needs are and what other services they are interested in. You can put the survey on your website or use social media platforms. There are plenty of helpful survey tools available such as QuestionPro, SurveyMonkey and Zoho Survey. 

To get better results, don’t just ask participants to tell you what services they want—they may not think of any. Instead, ask about your clients’ goals and any problems they have come across they couldn’t solve. Then come up with services you can offer to help them reach those goals or provide solutions to their issues. The more you can find out about your clients’ businesses or personal situations, the easier it will be for you to develop new services to offer in the future and think of other marketing ideas to grow your business.

4. Make Connections

The off-season is a great time to ramp up your business connections by partnering with other businesses, volunteering in the community and networking at business events. Obviously, thinking about marketing ideas to grow your business is nearly impossible to fit in during your busy seasons while you’re under the gun to meet project deadlines. However, during slower seasons, building new relationships and strengthening existing ones is the best way to spend your downtime.

Ask your clients what other services they use, and see if you can meet with the other businesses to strike up a partnership. Perhaps you can co-market each other’s businesses to share in each other’s promotional efforts. Or you could offer your services together as a package deal to bring in new clients and increase revenues. You might be amazed at your success when you put your heads together to conceive marketing ideas to grow both of your businesses.

Think outside the box when looking for partners or places to volunteer. Local schools always need professional help; community events are always looking for sponsors. Even your local recreational baseball teams need sponsors. Having your name associated with a local team can be an effective marketing idea that builds your business as it helps raise community awareness of your business. Volunteering or offering your services to a women’s shelter or church organization is also a great way to show your local support and shows potential clients you’re committed to being a positive influence in your community.

5. Leverage Customer Satisfaction to Gain Referrals

Finally, use your off season to work on getting referrals. Professional businesses are built on their reputations and need customer recommendations to survive. In the study, The State of Business Customer referral Programs, both B2B and B2C business owners say the majority of their referrals come from social media (29%) and email (23%).

Have you checked your Yelp reviews lately? Be sure to include a link to Yelp on all your correspondence to encourage reviews. Online reviews can serve as powerful marketing tools that will help you grow your business. Follow up on all negative reviews immediately by reaching out to the unsatisfied customer and trying to make it right. Set up a referral rewards program. For every referral that turns into a client, send the referring client a gift card to a nice restaurant or store in your area (according to the referral survey, gift cards are the most popular referral incentive). Most satisfied clients are happy to refer their friends, family and business associates—all you have to do is ask.

‘Tis Always the Season to Think of Marketing Ideas That Will Help Your Business Grow

By taking these steps you’ll be on your way toward boosting your business. Stay positive, get creative, and turn that seasonal slump into a time of success.

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Profitability and cash flow trends for tradies

Emma Crawford-Falekaono, CRO at Tradify, sees cash flow issues reflected in customer data on the number of jobs completed and invoices marked as paid. She explains, “For small business cash flow is really important as often there is a minimal amount of capital available to the business to fall back on when times get tough. Cash flow issues can lead to the inability to pay staff, provide services, order materials, commit to work, invest in R&D etc. Positive cash flow isn’t a goal for everyone though. Startups in growth mode deliberately run at a loss. These types of businesses recycle all revenue back into the business to fuel growth and fund the shortfall with external capital.”

Xero Small Business Insights have analysed data from tens of thousands of small businesses, and have noted interesting trends both in the trade and construction industry, and in the wide small business sector.  Throughout the year, cash flow and profitability fluctuate seasonally. In the construction industry in particular, there are some interesting trends, including a large dip in cash flow during Jan, which takes until March to recover.

This January dip is interesting, because it coincides with a significant spike in December – consistently the best month of the year for construction companies getting paid. Why are tradies getting paid so much in December, but struggling during January?

On the surface, this probably relates to the Christmas/New Year shutdown and summer holidays. In a labour-led industry, if you’re not working, you’re not being paid, and because many tradies take their own holidays in December/January, and all their clients are also on holiday, the work dries up post Christmas. The December glut can be accounted for by clients who want their work done before the Christmas holiday, and they’re willing to pay for the privilege, especially as the boom in the industry stretches resources.

Clients in the construction sector are slow-paying at the best of times, when compared with the New Zealand average. However, since Xero started analysing data, they’ve been consistently lower than professional services and agriculture. This is a positive trend and, as Xero have noted, may reflect the adoption of technology and cloud-based accounting, where it’s easy to see what has/hasn’t been paid and send reminders. (Overdue invoices with a reminder are paid on average four days sooner than those without).

Getting paid on time is a huge hurdle across all small businesses, who exert only limited control over timely payments. More tradies are utilising features within their technology suites – such as reminders and accepting deposits up front – to help mitigate the damage late payments cause to cash flow. Some tradies are also integrating Stripe and Paypal payments into invoices, which Xero points out invoices paid via Stripe or Paypal (in conjunction with the Xero platform) are paid 10 days faster than other invoices.

As small businesses make up 97% of all businesses in New Zealand, Government are also making an effort to help manage cash flow. The new Accounting Income Method (AIM) introduced in April enables businesses to pay provisional tax in line with their monthly income. It’s too early to assess results, but it’s hoped it will help manage cash flow across the year.

“We’re excited about what AIM will mean for our tradie clients,” says Dan Henderson, Managing Director of enablebusiness, an accounting firm operating across New Zealand specialising in business development & coaching. “Being able to pay provisional tax based on what you actually earn that month makes a huge difference in businesses like the trades where income is uneven across the year. enablebusiness work with their clients to achieve Financial, Mind & Time Freedom. By focusing on Financial Freedom and through coaching, enablebusiness clients can gain control of their cashflow, ease the day to day financial pressures and improve the stability of their business.

“If you’re managing your work and finances in the cloud, you can use reports to understand the fluctuations in your business,” explains Crawford-Falekaono. “You can identify the months when work has historically been slow, and try to book ad hoc jobs in advance to smooth out your workload. You can also see the types of jobs that bring in the most profit for the least amount of work, and focus on acquiring more of that work.”

Things are looking up for tradies worried about cash flow, but the key to managing your profitability is the ability to measure it. Small businesses like tradies are always susceptible to market changes and seasonal shifts, which can wreak havoc on cash flow if you’re not prepared. Cloud-based software like Xero and Tradify enable you to gain visibility over your cash flow so you can effectively manage your business.

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5 Key moves to help you become gainfully self-employed

I had been working in corporate finance for five years, and as you can imagine, I was bored out of my mind.

Fast forward to December 2018, and I am officially (and gainfully) self-employed. I don’t have a side gig to help pay my bills. I’m not constantly searching online job ads. And I feel comfortable enough with my finances that I can finally breathe.

I’m the happiest, most productive, and most fulfilled I have ever been in my life.

But getting from point A (the soul-sucking corporate gig) to point B (working for my mentors with the flexibility and freedom of a freelancer) was no easy task.

And today I’m going to shed some light on how I got to where I am now.

Self-awareness is a superpower

“Each person has a greater potential for success in specific areas, and the key to human development is building on who you already are.” – Don Clifton

Developing self-awareness sits at the top of everything I have been able to accomplish over the last few years.

It’s helped me conquer procrastination, perfectionism, and plenty of other obstacles that I had previously allowed to stand in my way.

Simple self- discovery gives you the confidence to step outside your comfort zone and take on challenges you may have previously dismissed as “too hard.”

So, before we dive into the more business-related strategies I’m going to share with you, here are several of my favorite ways to learn more about yourself.

  • Kathy Kolbe’s A Index: An assessment that measures your conative strengths, which is the why behind what you do.
  • Gretchen Rubin’s Four Tendencies Quiz: See how you meet inner and outer expectations in your life. It’s incredibly helpful for habit development.
  • Sally Hogshead’s Fascination Advantage: A personality test that measures how others perceive you at your best and how you can use your most powerful traits to make a better first impression.
  • Perry Marshall’s Marketing DNA Test: This tool is used to assess your natural persuasion and communication style. (You can grab it for free if you get his 80/20 Sales & Marketing book).

Moving past the profound power of self-awareness and the catalyzing effects of curiosity, there are more specific actions I took to leave the corporate conveyor belt and enter the world of freelancing.

I made plenty of mistakes and wrong turns before I found (and actually implemented) these strategies and systems, but in the hope that I can reduce the time it takes for you to find your own “freelancing groove,” here are five key moves.

Key Move #1: Self-directed learning

How to strengthen your skill set, stack your talents, and focus your learning

I spent plenty of time learning new things when I first discovered online business.

The problem was, I wasn’t implementing the impactful stuff. I was always falling for “shiny-object syndrome” or procrastinating on the hard stuff. Sure, the courses I bought were great, but I was just consuming constantly, and never creating.

That is, until I adopted the concept of “just in time” learning.

“Just in time” learning is about focus. When you focus your studying and can implement as you go, you can turn what you learn into a sellable skill and use it directly in your business or next career move.

I learned “how to learn” a little too late for my liking (and managed to rack up some significant debt from being so unfocused). But once I figured out how to weave what I learned into my projects to achieve my goals — my results started to change.

If you’re like me and love to learn — but get stuck on actually implementing the lessons — I suggest shifting into “just in time” mode.

Focus on one thing you want to improve, understand how it will directly affect and improve a current project you have, and use it to achieve the results you want.

It pays to invest in the right education. But it’s a waste of time and money if you don’t take the action necessary to use what you learn.

Key Move #2: Relationship building

How to build valuable and genuine relationships with your mentors (and turn them into paying clients)

The word “networking” has always produced icky feelings for me. And because of my distaste for it, I’ve never set foot at any networking event.

I do all my connecting and communicating online. And for the most part, I focus on connecting with the people I love to learn from. 

Up until very recently, I had never met any of my online mentors. But I now work with two of them!

Brian Clark and Sonia Simone have taught me so much over the last few years. And just by being present, genuinely curious, and eager to add value, I was able to build those relationships into opportunities that changed my life.

Bear in mind that both these relationships started out completely one-sided, but as I began to develop my connections, possibilities started to present themselves.

If you’re wondering how to open these kinds of doors for yourself — here are a few things I did:

  • I signed up for my mentors’ email lists and read their blogs.
  • I used Twitter to stay on their radars (a less crowded place for networking than Facebook or Instagram).
  • I bought their courses and eagerly learned from them. (They do what I wanted to do, so it made sense).
  • I developed my skills enough so that I could offer value to them in the future.

These are simple steps — but they take time. And while most of us look for quick fixes and shortcuts, playing the long game has always produced better results for me.

The digital world makes it very easy to connect with people you don’t know (but want to). And as long as you’re consistent, genuine, and aren’t looking for them to give you anything in return, the opportunities are endless.

Key Move #3: Guest blogging

How to ease your marketing fears by using a strategy that makes sense for you

Marketing was the most difficult concept for me to grasp when I first started out online. In fact, a lack of marketing is why my first business venture failed so epically.

I am not a natural salesperson. I hate rejection and don’t enjoy that side of business at all.

But I learned from my mentors that there are better ways to sell than the “in your face, pick me, pick me” style that I was aware of.

As an introvert who prefers written communication, discovering content marketing was a huge “aha” moment for me. And learning this alternative way to sell and market myself is what led me to where I am now.

Guest blogging is my favorite marketing and traffic strategy to use. And coupled with smart email marketing, it’s a killer combination for any solo business operator.

But most importantly, it was the marketing strategy that worked for me. Mainly because writing was something I really wanted to do, and that desire meant I was willing to invest time, energy, and resources to develop the skill.

And of course, my career benefitted from my writing too. After all, it was the strategy I used to start writing for Brian on Further, which led to working with him on Unemployable.

Using a marketing strategy that fulfills you creatively and exercises your strengths is going to produce better results than one you force yourself to do because you “should” do it.

It also makes it easier to push past the fear and procrastination, and actually achieve the results you want.

Key Move #4: Personal Kanban

How to skyrocket your productivity with a self-management system that sticks

Self-management is a struggle for almost every freelancer I’ve met.

But luckily, it’s a skill you can develop. And when you find a system that sticks, it can transform the way you work.

In my search for productivity superpowers, I found that I needed my most important tasks out in front of me, screaming at me to get done. And this is where Personal Kanban shone through. It’s visual, tactile, and completely in your face. Plus, you get to play with Post-its.

Personal Kanban is how I manage myself and my projects. It allows me to focus on the work — not the organization of the work — making progress and getting results significantly easier.

If you struggle with getting things done and want to feel more on top of your work, you might like to try it too. I’ve written about how Personal Kanban works and my experience with it here. 

As a freelancer (or really anyone who has side-projects or a busy schedule), your self-management strategy is at the core of how much (or how little) you can accomplish. So invest time into creating a system that works for you. 

Key Move #5: Develop a support system

How to run a sustainable business positioned for growth

On any challenging journey, we’re confronted with obstacles that we don’t yet know how to overcome. And as you work your way through the solution, there are times when it feels like you will never find it.

This is where a fully-rounded support network becomes critical. Because stacking your support system is what’s going to get you through the tough times.

Connect with your mentors, look into getting a coach, seek out a community that can help you problem-solve, and find yourself a “business buddy” to brainstorm with.

Surround yourself with action-takers. The more you see others around you actually doing things, the more you’ll want to do things too.

Bonus: Commit to course correction

Before I started freelancing, I had two failed businesses under my belt.

The first was just a terrible idea and product, and the second I never managed to monetize because I let procrastination and a fear of selling get in my way.

But both of those failures (and the lessons I learned from them) lead to working for Brian at Unemployable, and now, working with Copyblogger as part of their editorial team.

“Having a growth mindset won’t make you successful, but not having one will prevent you from trying in the first place.” – James Clear

Embracing a growth mindset reminds us that mistakes and missteps are a part of the learning process. And committing to course correction is how you can move forward again, perhaps with a different approach, a new strategy, or a deeper understanding of what went wrong and why.

The road is long — don’t rush the journey

It took me two years from when I quit my job to finally get to do something that I love, that challenges me and that can actually pay my bills. And I had spent another two years prior to that learning everything I could to try to change my circumstances.

It feels like a long time, but in the grand scheme of things, four years is nothing.

I’d rather struggle on the road to heightened self-awareness and working toward goals that mean something to me than stay stuck and miserable in a career where fulfillment, joy, and most importantly, growth weren’t on the menu.

If you are struggling with your next move, worrying about your future, or feeling stuck in your current situation, consider getting to know yourself a bit better.

Self-awareness is an incredibly easy first step. And once you develop that keener sense of who you are, how you like to work, and what you’re really great at — the next steps become easier to take.

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You Don’t Have Weaknesses, Just Overdone Strengths

I recently wrote about a special mentor I had in my life when I discussed Robert Crosby and the one word that changed my life.

Bob had such an impact on my outlook on life and business. I recently was explaining one of his philosophies to a friend and thought this might be useful to you, too.

Bob once told me that there are no such things as personal weaknesses, only over-done strengths. If you think about this as I have, you come to realize it’s true.

  • If your strength is confidence, over-done this become arrogance.
  • Self-reliance over-done becomes stubbornness.
  • A person who cares too much for others may become a “pleaser” who loses their own sense of self if the strength is over-done.

This view of the world has been useful to me in several ways.

First, when somebody comes across as arrogant or stubborn, I recognize that there is an underlying strength there, too.

It also helps me put my own faults into perspective. For example, as the first-born of six kids, I was always taking care of babies and standing up for these younger, weaker humans. As I entered the workforce, I recognized this trait translating into my comfort with mentoring young people  — a helpful leadership trait. But over-done, I can be over-protective when I need to let people stand on their own.

How do you see this perspective play out in your own life? Do you have over-done strengths?

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