Your First Meeting with New Clients
Many of your clients may not have worked with a financial professional before and are unsure what to expect. The rest have worked with financial professionals and may be running on old expectations....
View ArticleKeeping Up with Customer Expectations: The 2022 Edition
Offering customers a positive online experience has been the price of admission for marketers since the dawn of digital marketing. The problem is that the definition of positive keeps changing. Where...
View ArticleSimple Ways to Reduce Debt and Increase Income as a Business Owner
With the rising price of groceries, used cars, and other necessities in the United States, economists are warning about the potential for a recession in the coming months. Business owners owe it to...
View ArticleCRM and Accounting For Small Businesses
Customer Relationship Management (CRM) has changed the face of online business. People using it for their businesses have doubled their sales. People are of the view that CRM software and its...
View ArticleHow to Outsource Bookkeeping Services
Editor's Note It's unusual to find outside articles devoted to the needs of the freelance accountant. But, with the author's approval, I am sending one to you in it's entirety. It's written by...
View Article10 Must-Know Tips for Starting a Virtual Bookkeeping Business from Home
Starting a virtual bookkeeping business from home can be an excellent way to earn a steady income while enjoying the flexibility of working remotely. With the rise of digital finance and remote...
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