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Why my prospects fill out a long questionnaire–before we even talk
Chances are you have a list of questions you ask prospective or new clients, to help you get to know them and their business. But I’ve met very few people who handle their onboarding questionnaire in...
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Your Guide to Starting Up a New Business
There’s no how-to for starting up your business. Sure, you can find tips on how to attract clients or a list of the best online schedulers or even a how-to for setting up your website. But there’s so...
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Hiring An Accountant: What You Need To Ask
We’ve gone from the most wonderful time of the year (the holidays) to the most stressful time of the year (tax season). If you’re a business owner and your books are less than organized, you know...
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Bookkeeping Tip: How to Setup QuickBooks Online Expense Accounts
Whether you are setting up a new business in QuickBooks or evaluating profitability for an established organization, setting up Expense Accounts in QuickBooks Online (QBO) with the right Category and...
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How to Lower the Overhead in Your Business
You want to reinvest in your business but you can’t because there never seems to be anything left over at the end of the month. Been there? Growth is often heavy on the mind of entrepreneurs. That’s...
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How to Find Perfect Leads for Your Business
Your business is built on the customers you bring in. Without leads that convert to customers, there is no business. But finding those leads can be a challenge, and there are always hills and valleys...
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How To Keep Tabs On Your Leads
If you want to grow your business, you need to add new customers to your roster. That means seeking out–and signing–leads as customers. But first, you need a way to collect them and then keep tabs on...
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How To Have A Top-Notch Client Experience
You go to a new restaurant where you have to wait for your table in a noisy foyer that doesn’t have enough seating. When you’re finally at your table, it takes 10 minutes just to get a glass of...
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Top 3 Systems You Need For Onboarding Success
I’m a systems guru, through and through. As a number nerd, I need to be. I need to be able to consult my lists and work my way through them so all my client work gets done to exceed my clients’...
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How To Borrow From Other Business Owners
Every expert starts somewhere. Whether it’s the doctor who first practiced on her dolls as a child or the barista who started out on his play kitchen, there’s always a first step in any passion or...
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