Lessons Learned: Teachings from Time Past and Moving Forward

This blog revolves around my experiences in work-life and business within the complex, multidimensional matrix of the corporate world.

In my career, I worked for a software company specializing in financial and investment management software. As a product manager with extensive experience and expertise, I was deeply involved in the development of our software. This company stood out divinely compared to my past experiences; the executive management was not only engaging and caring but also genuinely enthusiastic about our products.

Previously, I had been part of companies where the atmosphere was quite different—most employees were there just to collect a paycheck or were living in a fear-based mindset. The prevailing thought was, "I have to keep my job to pay my bills and support my family, so I'm just going to suck it up and do whatever I have to do. Life's hard and companies treat you awful, and that's just the way it is." I didn’t agree with this outlook; I desired to bring joy and enthusiasm to my work and to truly believe in what I was doing.

At the software company, I felt that the environment matched my values, and I knew the CEO, CTO, COO, and CFO personally. I had even vacationed with the CEO—although not intentionally—we just happened to be at the same hotel for a vacation and spent time together, which enriched our work relationship. My role required me to wear many hats. Beyond product management, I assisted in implementing the product, supported the consultants and pre-sales, and even helped close sale’s deals. I was involved in training, both internal and public, spoke at conferences, and went on-site with clients to comprehend their pain points firsthand. This comprehensive involvement ensured that I was not just a bystander in the company but an integral part of its operations and success.

I also had the chance to learn about the various functions within our team, from what the developers and quality assurance team did to how the documentation and training teams operated. This cross-functional exposure was not only fulfilling but also instrumental in ensuring that we delivered the best product experience possible. I cared deeply about this—my goal was always to ensure that users had a seamless and effective experience with our software.

During my time there, I appreciated the trust and freedom I was given. If I felt something was necessary, like flying to another country to meet a client or attend a conference, I could do so with the company’s support and without needing extensive permissions. This level of trust was because I had demonstrated that I could produce results; clients liked me and felt confident in our product, which often led to additional sales or upgrades.

One notable instance was when a client, who had been exploring our product for seven years, requested my involvement in a crucial meeting. Despite being at a conference at the time, I rearranged my schedule and attended the meeting, where the primary concern was the authenticity and risk associated with implementing a new system. Because of the personal rapport we had developed—they had even tried to hire me before—I was able to address their concerns effectively. By the end of the meeting, we had signed a contract, and they committed to implementing our product.

Sadly, despite the success and strong relationships we built, the company's direction changed when it was taken over by a larger corporation focused solely on profits. This new management did not value employee welfare; they were fixated on growth and profits and started cutting costs wherever possible, including reducing employee benefits like profit sharing and paid time off. The culture of trust and care that had made the company great was eroded, replaced by a culture of fear and cost-cutting.

In response to these changes, I shifted my focus toward helping others outside the corporate environment. I began consulting for small and medium-sized businesses, helping them to set up and manage their operations more effectively. I leveraged my extensive accounting and bookkeeping background, (I had previously studied and passed 3/4 of the CPA exam in 2010 and 2011) helping them understand the nuances of different business structures—whether to form an LLC, S Corp, or C Corp, or operate under a DBA. This work was fulfilling because it allowed me to help others avoid the pitfalls I had experienced in the corporate world.

Ultimately, the desire to do meaningful work that was aligned with my values led me to retire from the company I was working in the role of product management and focus on personal development and helping others through consulting and retreat services. This allowed me to do some business type work and some self mastery type work both. This decision was driven by my experiences and the lessons I had learned about what truly matters in work and life: authenticity, joy, and making a positive impact in life and with others.


At a pivotal point in my career, I felt a profound call to entrepreneurship, a desire to cultivate a business reflective of my personal values and vision. With this in mind, my husband and I moved to a more secluded location, purchasing a larger property that could accommodate the retreat business we envisioned. Our goal was to create a sanctuary where individuals could come to learn not just from us but from within themselves, focusing on self-mastery and personal growth.

We designed our retreats to be immersive experiences that encouraged participants to delve deep into understanding their own lives and actions. The curriculum included teachings on how to harness personal energy, understand the body's meridians, and utilize acupressure points for self-healing. We emphasized the importance of practical, hands-on learning that guests could continue to apply after they returned home—be it through meditation, breathing exercises, or asana body movements.

However, we encountered the challenges of aligning our business model with the realities of our clientele. Many of our friends expected significant discounts or even free services, which posed an initial hurdle. More daunting was the discovery that while many people sought our help, those who could afford the retreats often preferred to engage only superficially. They were attracted to the immediate relaxation of a massage or body work rather than the deeper commitment of learning and self-practice. Others, who genuinely wanted to embrace our teachings, unfortunately lacked the financial means to do so.

This disparity highlighted a broader societal issue: a resistance to the demanding work of authentic self-improvement. Many guests loved the idea of transformation but balked at the sustained effort required to achieve it. They sought quick fixes—easy solutions that didn’t require them to confront deeper truths or to change longstanding habits. The challenge for us was to find a way to make our business financially viable while still holding true to our principles of deep, meaningful engagement.

The realization that not everyone was ready or willing to commit to the path of self-mastery was disheartening. It led to a reevaluation of our business approach. While the retreats brought profound satisfaction and were effective for those who engaged fully, the financial and emotional strain of maintaining such a business, coupled with inconsistent client commitment, proved too great.

Reflecting on this venture, I learned valuable lessons about the nature of personal growth and business. True change requires not just a teacher, but also a willing participant. The experience reinforced my belief in the importance of authenticity and integrity, not just in business but in every aspect of life.

This journey, though not without its challenges, was a critical chapter in my development both personally and professionally. It has informed my approach to all my future endeavors, emphasizing the importance of alignment between one's business practices and one's values. As I continue to navigate the complexities of work and finance, I carry with me the lessons learned from this deeply personal enterprise, aiming to integrate them into whatever I undertake next, be it returning to a corporate role or continuing to guide others on their path to financial and personal enlightenment.

As I look to the future, it is unknown and a road of misty opportunity as I walk forward in an evolving world, I am committed to finding opportunities that align with good and divine values, where I can continue to make a good difference and achieve goals of divine personal growth and growth for finances, wealth, good products, good services and joy for all employed and working with in a way that is ethical, enjoyable, and truly beneficial. This journey has taught me the importance of aligning one’s work with one’s values and the transformative power of doing work that you truly believe in.

Namaste,

Gage

Share

Streamlining Your Business: The Essential Guide to Accounting and Tax Preparation

In the bustling world of business, the backbone of financial stability and compliance lies in effective accounting and meticulous tax preparation. For business owners, managing the intricacies of finances extends beyond mere bookkeeping; it involves a comprehensive approach to handling receipts, invoices, receivables, payables, and cash flow. This article delves into the importance of maintaining accurate books and records, offers practical tips for financial management, and highlights the pivotal role of a trustworthy administrative team.

The Importance of Accurate Bookkeeping

Keeping precise books is not just a legal requirement but a strategic tool for business success. Accurate bookkeeping helps in:

  • Identifying financial strengths and weaknesses: Regularly updated records provide a clear picture of where the business stands financially, helping owners make informed decisions.

  • Facilitating tax preparation: Well-kept books simplify the process of filing taxes and ensure compliance with tax laws, reducing the likelihood of errors and penalties.

  • Enhancing credibility: Reliable financial records can improve relationships with banks, investors, and partners, who may require detailed financial information before making commitments.

Key Strategies for Maintaining Organized Financial Records

1. Regular Reconciliation

Reconciling your accounts regularly ensures that your financial records match up with bank statements and other financial documents. This practice helps catch and rectify discrepancies early, preventing financial errors and fraud.

2. Staying Organized with Receipts and Invoices

Develop a system for organizing receipts and invoices, categorizing them by type or date, and storing them in a way that they can be easily accessed. Digital tools and software can automate this process, reducing the risk of lost documents and simplifying retrieval for audits or reviews.

3. Managing Receivables and Payables

Keep a close eye on receivables to ensure that payments are received on time, improving cash flow. Similarly, managing payables efficiently ensures that all obligations are met without incurring late fees or damaging credit scores.

4. Effective Cash Flow Management

Cash flow is the lifeblood of any business. Forecasting and monitoring cash flow allows for better planning and helps avoid liquidity issues. Tools like cash flow statements and projections are indispensable in achieving this.

Tips for Business Owners

  • Leverage Technology: Utilize accounting software to streamline and automate processes. Tools like QuickBooks, Xero, and others offer comprehensive features that handle everything from invoicing to payroll.

  • Educate Yourself: Understanding the basics of accounting and tax laws can significantly impact decision-making and strategic planning.

  • Plan for Taxes Year-Round: Rather than scrambling at year-end, approach tax planning as a year-round activity. This can involve setting aside funds for tax liabilities and staying updated on changes in tax legislation.

  • Consult Professionals: Even if you have a solid grasp of accounting principles, regular consultations with a tax expert can provide deeper insights and help optimize your tax strategy.

Building a Trustworthy Administrative Team

The role of a loyal and skilled administrative team in business cannot be overstated. Such a team ensures that:

  • Operational efficiency is maintained: They manage day-to-day operations smoothly, allowing you to focus on core business activities.

  • Compliance is upheld: They help ensure that your business adheres to accounting standards and tax laws.

  • Strategic decisions are informed: With accurate and timely reports, they provide the data needed to make strategic business decisions.

In summary, mastering the art of accounting and tax preparation through meticulous record-keeping, effective organization, and the support of a trustworthy administrative team is essential for business success. By implementing these strategies, business owners can enhance their financial stability, meet compliance requirements, and pave the way for sustainable growth.

Share

Harnessing Expertise for Small Business Success: Insights from a Business Veteran

A Partnership for Growth

In the dynamic world of small business management, the complexity of operations often mirrors that of larger corporations, albeit at a different scale. I bring to the table over two decades of high-impact experience in product management, financial leadership, and business consulting across various industries, ranging from IT services to wellness and spa establishments. As your business partner, not just a consultant, my aim is to empower your business to navigate the intricacies of management, accounting, and strategic planning with precision and adaptability.

Leveraging Large Enterprise Experience for Small Business Agility

Drawing on a rich tapestry of experiences from both large corporations, small businesses, mid-size businesses and dynamic startups, I specialize in translating complex systems into streamlined, user-friendly processes that enhance operational efficiency and profitability. My approach is grounded in a deep understanding of the nuances of financial management, strategic planning, and team dynamics. Here are a few areas where my expertise can guide your small business:

Financial Management and Advisory

  • Cash and Investment Management: Ensuring robust management of cash flow and investments, tailored to the scale and needs of small businesses.

  • Bookkeeping and Financial Reporting: Implementing systems that keep track of every penny, thus simplifying the complex world of financial reporting.

  • Strategic Financial Planning: Utilizing insights from financial data to drive strategic decisions that propel growth and stability.

Operational Excellence

  • Process Optimization: From accounting processes to customer interactions, I focus on streamlining operations to enhance productivity and customer satisfaction.

  • Technology Integration: Leveraging the latest technology to improve business operations, including effective use of POS, CRM and enterprise resource planning systems like Square, Stripe, Clover, Workday and Salesforce.

Strategic and Data-Driven Decision Making

  • Market Analysis and Strategic Alignment: Using both qualitative and quantitative data to inform business strategies that effectively respond to market dynamics.

  • Adaptive Business Strategies: Developing flexible strategies that allow your business to pivot in response to industry trends and economic shifts.

Human Capital and Leadership

  • Talent Strategy and Team Building: Crafting strategies for talent acquisition, team building, and leadership development that align with your business goals.

  • Executive Coaching and Employee Development: Providing mentorship and development programs that cultivate leadership and enhance team performance.

My Unique Approach to Business Consulting

My philosophy extends beyond traditional consulting; I see my role as a hands-on partner who actively participates in the trenches of your business. This approach not only ensures that strategies are effectively implemented but also aligns closely with the needs and nuances of your operation. I am passionate about fostering an environment where leadership, innovation, and collaboration thrive. My goal is to help you build a resilient business structure that supports sustainable growth, exceptional customer engagement, and increased profitability.

Commitment to Authenticity and Holistic Development

In every interaction and strategic decision, I prioritize authenticity and holistic development, considering the physical, mental, and spiritual dimensions that influence personal and professional growth. This integrated perspective ensures that business strategies are not only economically sound but also align with broader life goals and values, creating a fulfilling and impactful business journey.

Conclusion

As we embark on this collaborative journey, my commitment to your business is defined by a partnership that values transparency, strategic agility, and tailored solutions. Whether it's refining your financial processes, enhancing team dynamics, or navigating market changes, my expertise is your resource. Welcome to a new chapter in your business story, where growth, efficiency, and innovation converge to create lasting success.

Thank you for considering this partnership. I look forward to the possibility of bringing my skills and passion to your unique business landscape, fostering a thriving environment for your ideas and ambitions. Let’s turn your business vision into a tangible reality.

Share

Designing Inclusive Products: Best Practices for Accommodating Diverse Abilities

In an increasingly digital world, the importance of creating products that are accessible and inclusive cannot be overstated. Designing for users with varying cognitive and physical abilities is not just a regulatory requirement or a box to be checked—it's a moral imperative and a critical aspect of creating products that are truly user-centric. Below, we explore the best practices for designing products that accommodate the diverse needs and abilities of all users.

Observing Users in Action

The foundation of inclusive design lies in understanding how users interact with current systems. Observing users as they navigate existing interfaces provides invaluable insights into their challenges, preferences, and strategies for adapting technology to their needs. This direct observation helps designers identify barriers that might not be obvious without firsthand experience.

Engaging Directly with Users

There is no substitute for engaging directly with users, especially those with different cognitive or physical abilities. Conducting user interviews and usability testing sessions with a diverse group ensures that a wide range of needs are considered from the outset. These interactions should be approached with empathy, respect, and an authentic desire to understand and address users' unique experiences.

Building with Empathy and Care

Empathy is the cornerstone of inclusive design. Designers must approach their work with a genuine commitment to making each user's experience as seamless and positive as possible. This involves not only understanding users' challenges but also recognizing their strengths and preferences. Designing with empathy means creating products that are not just usable but also empowering.

Leveraging Machine Learning

Machine learning offers a powerful tool for enhancing accessibility. By analyzing patterns in how users with different abilities interact with products, machine learning algorithms can help identify improvements and automate adjustments to meet individual needs. This technology can adapt interfaces in real-time, making products more intuitive and accessible for everyone.

Staying Informed through Conferences and Direct Engagement

Attending conferences focused on accessibility and inclusive design is an excellent way for designers to stay informed about the latest developments, tools, and best practices. These events also provide opportunities to engage directly with users, gather feedback, and share experiences with peers who are also working to make technology more accessible.

Embracing Research

Deep, ongoing research is essential for understanding the broad spectrum of user needs. Designers should immerse themselves in the experiences of those with different abilities by exploring message boards, online forums, and community groups. Engaging in these platforms allows designers to hear directly from users about their challenges, preferences, and the solutions they find most effective.

Participating in Resolving Conversations

Beyond passive research, designers should actively participate in conversations with users about accessibility. Engaging in dialogue—whether in online forums, through feedback mechanisms, or during user testing sessions—shows a commitment to resolving the issues that users face. It also helps build a community around the product, one that is founded on mutual respect and collaboration.

Conclusion

Designing products for users with diverse cognitive and physical abilities is a complex, ongoing process that requires empathy, engagement, and a commitment to research and innovation. By observing and interacting directly with users, leveraging advanced technologies like machine learning, and continually seeking out new knowledge and feedback, designers can create more inclusive, accessible, and empowering products. The journey towards inclusivity is one of continuous learning and adaptation, but it is also one of the most rewarding aspects of product design, opening up new possibilities for all users to connect, engage, and thrive in the digital age.


Understanding WCAG 2.0: A Guide to Implementing Web Content Accessibility Guidelines

The Web Content Accessibility Guidelines (WCAG) 2.0 serve as a cornerstone in the endeavor to make the internet accessible to all users, regardless of their physical or cognitive abilities. These guidelines, developed by the World Wide Web Consortium (W3C), provide a comprehensive framework for creating digital content that is accessible to individuals with disabilities. Understanding and implementing WCAG 2.0 is not just about compliance; it's about embracing an ethos of inclusivity in digital design. Here’s a breakdown of the core principles and how designers can apply them to their work.

The Four Pillars of WCAG 2.0

WCAG 2.0 is built around four foundational principles, often abbreviated as POUR: Perceivable, Operable, Understandable, and Robust. Each principle is aimed at addressing the diverse needs of users with disabilities, including visual, auditory, physical, cognitive, and neurological impairments.

  • Perceivable: Information and user interface components must be presented in ways that all users can perceive. This means providing text alternatives for non-text content, making it easier for users to see and hear content by separating foreground from background, and ensuring content is easily perceivable in various formats.

  • Operable: User interface components and navigation must be operable by all users. This involves making all functionality available from a keyboard for those who cannot use a mouse, providing users enough time to read and use content, and ensuring content does not cause seizures or physical reactions.

  • Understandable: Information and the operation of the user interface must be understandable. This means making text readable and comprehensible, making web pages appear and operate in predictable ways, and helping users avoid and correct mistakes.

  • Robust: Content must be robust enough to be interpreted reliably by a wide variety of user agents, including assistive technologies. This involves ensuring compatibility with current and future user tools.

Implementing WCAG 2.0

Implementing WCAG 2.0 guidelines requires a methodical approach, starting with an audit of current content and systems to identify areas for improvement. Designers and developers should work together to address these areas, integrating accessibility considerations from the earliest stages of product development.

1. Conduct Accessibility Audits: Use automated tools and manual testing to evaluate how well your current design adheres to WCAG 2.0 standards. Involve users with disabilities in testing to get firsthand feedback on accessibility issues.

2. Plan for Inclusive Design: Incorporate accessibility into your design process from the start. Consider the diverse ways users interact with content and build flexibility into your designs to accommodate these differences.

3. Educate Your Team: Ensure that everyone involved in the design and development process understands the importance of accessibility and is familiar with the WCAG 2.0 guidelines. Regular training and updates can help keep accessibility front and center.

4. Iterate and Test: Accessibility is not a one-time check but an ongoing commitment. Continuously test your designs with a diverse group of users and use their feedback to make iterative improvements.

5. Stay Updated: The digital landscape and the technologies people use to access it are constantly evolving. Stay informed about updates to accessibility guidelines and emerging assistive technologies to ensure your designs remain accessible to as many users as possible.

By embracing WCAG 2.0, designers and developers can create digital experiences that are not just accessible but also richer and more engaging for all users. Understanding and implementing these guidelines is a step toward building a more inclusive digital world, where everyone has equal access to information and services.

https://www.w3.org/TR/UNDERSTANDING-WCAG20/Overview.html#contents

To The Best Design and Experience For All,

Gage Gorman

Share

Nurturing Creativity for Remote UX Professionals: Strategies for Success

In the ever-evolving world of user experience (UX) design, staying ahead of the curve is paramount. For UX professionals working remotely, the challenge doubles. Beyond grappling with the rapid pace of technological advancements and shifting design trends, they face the inherent hurdles of remote work: isolation, collaboration hiccups, and maintaining a steady flow of creativity. This article delves into actionable strategies that remote UX professionals can employ to not only sustain but amplify their creative output, ensuring the development of innovative, user-centric solutions.

Staying Ahead: The Pulse of Industry Knowledge

The cornerstone of creativity lies in continuous learning. For UX designers, keeping abreast of industry trends, emerging technologies, and user behavior insights is non-negotiable. Subscribing to leading UX publications, attending virtual conferences, and engaging with online learning platforms can fuel your creativity. These resources serve as a wellspring of inspiration, offering fresh perspectives and novel ideas that can be adapted to your projects.

Fostering Innovation: Share and Shine

Innovation often sparks from collaboration. Establishing a ritual of sharing sessions within your team can significantly enhance creativity. These sessions could range from discussing the latest UX tools, dissecting user behavior changes, to brainstorming solutions for project challenges. By dedicating time to collective learning and idea exchange, you not only foster a culture of innovation but also reinforce the team's cohesive strength.

Building Bridges: Mentoring and Personal Connections

Creativity thrives in environments where individuals feel supported and valued. Implementing a mentorship program can be a powerful way to nurture this environment. Experienced professionals guiding newcomers can expedite the learning curve and encourage a more profound understanding of user needs and desires. Additionally, prioritizing one-on-one meetings with team members fosters deeper personal connections, offering insights into individual aspirations and enhancing team synergy.

Beyond Work: Diving into Hobbies

Understanding and engaging with team members' hobbies can unexpectedly boost creativity. Whether it's photography, hiking, or coding side projects, hobbies often offer fresh perspectives that can be applied in UX design. Organizing hobby-based activities or discussions can also strengthen team bonds, making collaboration more fluid and natural.

Recognition and Empowerment: The Keys to Innovation

Acknowledging and crediting team members for their contributions is crucial for maintaining a positive and innovative team atmosphere. Empowering team members to take initiative, share ideas, and lead projects fosters a sense of ownership and pride in their work. This empowerment can lead to the development of unique solutions and innovative approaches to design challenges.

The Value of Face-to-Face: Remote Team Gatherings

While remote work offers flexibility, occasional in-person team gatherings can immensely benefit team dynamics and creativity. These gatherings can serve as a melting pot of ideas, facilitating more profound discussions, brainstorming sessions, and stronger personal connections. Planning activities that are both fun and work-related can make these gatherings a much-anticipated event for everyone involved.

Mindfulness and Creativity: A Symbiotic Relationship

Incorporating meditation and mindfulness practices into your routine can significantly impact your creativity. These practices help in clearing the mind, reducing stress, and improving concentration, paving the way for innovative thinking. Sharing experiences and practices within the team can also inspire others to adopt similar habits, collectively enhancing the team's creative output.

Embracing the New Frontier: AI and Machine Learning

The integration of artificial intelligence (AI) and machine learning (ML) in UX design presents new opportunities for innovation. Staying open to exploring these technologies can lead to more personalized user experiences, streamlined design processes, and creative solutions previously unimagined. Sharing knowledge and findings about these technologies within the team can accelerate the adoption and innovative application in projects.

Client Engagement: The Creative Catalyst

Maintaining close communication with clients, both remotely and in person, offers invaluable insights into their needs and expectations. Regular check-ins, utilizing collaborative tools, and soliciting feedback can foster a more engaged and creative approach to project development. This engagement ensures that design solutions are not only innovative but also aligned with client objectives and user needs.

Conclusion

For remote UX professionals, fostering creativity is a multifaceted endeavor that extends beyond individual practices. It encompasses a proactive approach to learning, team engagement, personal well-being, and technology adoption. By embracing these strategies, UX designers can overcome the challenges of remote work, paving the way for innovative solutions that resonate with users and drive business success. Let's not just adapt to the remote work model but thrive in it, unlocking new levels of creativity and innovation in the UX field.

The Best To You,

Gage Gorman

Share