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Get Organized with This 32-Item Year-End Close Checklist

Posted by By November 21, 2019Posted inAccounting, Bookkeeping Tips, Business Tips
A great way to make a wonderful start to 2020 is to wrap up 2019 feeling organized and on top of the world. Here’s a checklist of items that you…
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Seven Essential To-Do’s When You Get a New Customer

Posted by By November 7, 2019Posted inBusiness Tips, Customer Service Tips
Congratulations, you've landed a new customer! Or, perhaps you prefer the term “client.” Either way, you should be excited; in this particular climate, sparking fresh interest in any kind of…
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Protecting Clients’ Credit Card Numbers

Posted by By October 10, 2019Posted inBusiness Tips
Does your business ask your customers for their credit card numbers at any time during the sales process?  If so, it’s essential that you honor the privacy of your customers’…
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Does Your Business Have a Safety Net?

Posted by By September 12, 2019Posted inBusiness Tips
One of the most important parts of managing a business is making sure there is enough cash to keep the business going. As a business owner, you probably have a…
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