Time is Money – 3 ways be more efficient.

by

Time is money. Wasted time means wasted money means trouble. -Shirley Temple The original quote of “Time is Money” came from Benjamin Franklin back in 1748. He wrote it in a manual for young men entering the business world — sound business advice 271 years...

Create a Financial Story with Your Reports.

by

Create Reports that are Understood and Appreciated This article could also be titled “Accomplish the seemingly impossible.” Seriously though, as an advisor, you honestly want your clients too truly understand where they stand financially. That’s why...

Make your Annual Report SHINE!

by

It’s coming up on that time of year again. Believe it or not, we are in the last quarter of the year, which is your cue to start gathering the information to build annual reports for your business or your clients business’. I heard that groan, don’t...

Do I need to use Cloud Accounting?

by

  Unless you have been living under a rock, chances are you have heard the term “Cloud technology.” It is becoming the new norm in many industries, including the accounting industry. Intuit predicts that 78% of small businesses will use cloud...

Do’s and Don’ts of Financial Reporting.

by

Financial reporting is a tough play. We get it. You, as the financial advisor, are required to provide reports that are insightful, beautiful, and that deliver a clear message. That’s a tall order. If that weren’t enough, your client is judging YOU on...