Category: Get Organized
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Hubdoc: The 24/7 Assistant
Hubdoc is an assistant who works 24/7. Have you ever counted how many online accounts you have? Do you enjoy that scramble to find your logins to download a full year of statements? Face it. Logging into 30+ online accounts to download statements, receipts, invoices, and more is not fun. Especially when you forgot your…
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Which accounting software?
The truth is that your bookkeeping is a nightmare because you ignore it until the last possible moment. The fact is that your accounting software should be chosen, set-up, and used on a daily basis to provide awesome service to your clients. Done correctly, your bookkeeping will show you the results of every business decision…
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Do You Have a Backup Plan?
I was hanging out in a coffee shop working the other morning, and the internet connection went down. As was my habit, I was working from the hotspot on my iPhone, so it wasn’t an issue for me. I overheard the staff tell customers they couldn’t take credit card payments because the internet was down.…
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Systems, What Systems?
You hear and read it everywhere; you need systems in place. But what does that mean? It means developing procedures, processes, and routines to manage your business. For example, what is your process when you receive an email or phone inquiry from a prospective new client? How do you keep track of this person and…
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Leverage Technology to Grow Your Business
I meet many business owners whose businesses are growing but are stuck because there’s not enough time in their schedule to work with clients and take care of the administrative side of things. There are a couple ways to get beyond this challenge. One way to serve more clients is to outsource. What do you…
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7 Ways to Put Cash in Your Pocket Right Now
Need some cash? Who doesn’t, right? Here’s a list of ways to get some cash in your pocket fast. 1. Review software subscriptions. Get out those bank and credit card statements and look for recurring software subscription fees. Which ones can you cancel because you don’t need it? Are there any subscriptions you still use…
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Save Money By Filing Your Tax Return on Time
Tax day approaches. For individuals and businesses who follow the calendar year, your tax return is due by April 15, 2015. It is true you can request an extension to delay filing your taxes. Here’s why you should file your tax return by April 15: File Your Taxes Now and Know What Changes to Make…
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Tame your software subscriptions
Software subscriptions out of control? Tame them with these simple steps Online software subscriptions are all the rage. They’re pretty much how I run my business, and there are some great tools out there. But the phrase “buyer beware” applies as much here as it does elsewhere, and I have to say I’ve learned some…
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How I Use Automation in My Business
I’ve been asked to share how I automate some of my business processes. However, I will start by saying that what works for me, may not work for you. But I do hope you can apply my example to your own business situation. Remember, it’s all about choosing the right tools to best serve your…
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Resolve To Go Paperless Now!
Shoeboxed is one of my favorite tools because it helps me stay organized and paperless for a minimal fee. My business has been paperless from the start. In fact, I scanned all my own documents for a while. And then the paper started piling up. So did my stress level every time I saw those…
