Have you set yourself up for success this year? It’s time to get started. With the holidays and the Super Bowl behind you, it’s time to get clear about your goals for the coming period. January 1st is an arbitrary date for many business owners. While the New Year comes with a sense of renewal […]
In this video I will be walking you through an automation I built for my business that covers customer acquisition and management, meeting scheduling, invoicing and payment collection. This is a template of how you can automate tasks in your business while also marrying financial and non-financial data for greater insights.
Can your business operate without you so you can take a vacation? The situation… We’ve both been there. You and I are business owners, and we’ve often wondered if we can take a vacation. We are far enough into Fall that maybe you’re starting to dream of warm weather and sunshine. The holidays are upon
In this week’s Facebook Live I talk about how we “bucketize” (i.e. – categorize) your transactions. Every transaction needs to be classified for accounting purposes. I’ll also provide a high-level overview of the automation we can build around that process. The goal is for you to spend less time working in your business and more