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Seven Ways to Get the Most Bang for Your Buck from Your Bookkeeper

Accounting /

When it comes to managing your finances, whether it’s for personal or business purposes, having a Certified Public Accountant (CPA), Bookkeeper, or any other financial professional can be a game-changer. These professionals bring valuable expertise, insights, and knowledge to help you make informed decisions and navigate complex financial matters. In this blog post, we’ll explore […]

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A Peak Behind The Curtain – Facebook Live 12/6/18

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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.

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Leveraging Dashboards For Business Growth – WHHI Talk of The Town 11/20/18

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In this episode of Talk of The Town I discuss how business owners can utilize the data within their business to measure their performance and effect change in their business. Dashboards are all about measuring forward-looking indicators so you can turn the business you have into the business you want.

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5 Signs You Need Better Business Intelligence

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Business intelligence is the practice of leveraging both technology and the data available in your business to facilitate business decisions. There are numerous technologies available today to facilitate data extraction and analysis. Also, thanks to the internet, cloud software and other technologies, data has never been more plentiful. Effective business intelligence allows stakeholders to make

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Bucket’s Got a Hole! – Facebook Live 11/7/18

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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

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