Fundera
JULY 19, 2017
Virtual bookkeeping services are becoming more and more common. I recently flew across the country to meet with a client I’ve been working with remotely for over a year. He’s a rare exception. I have many clients with whom I’ll never meet in person. The Ecosystem. Here’s an example of how I am able to work virtually with clients. It’s all about the apps.
Abrigo
JULY 20, 2017
Allaboutrisk.com (AAR) recognizes Sageworks as a credit risk vendor in its 2017 Risk Software Report. AAR is the global leader for online news, product and innovation information on risk, compliance, and trading. The 10th annual report features 60 leading risk software vendors and consultants from around the world and across various industries based on categories such as credit risk, governance, risk and compliance (GRC), and IT security/cyber risk, to name a few.
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Fundera
JULY 18, 2017
Do you know the difference between bookkeeping vs. accounting? Many small business owners don’t. Knowing the difference can ensure you hire the right professionals to advise you in your business. It can also help you know what to expect from each relationship. What’s in a Name? Many people use the words bookkeeping and accounting interchangeably. There’s a good reason for this.
Fundera
JULY 19, 2017
If you’ve spent any amount of time researching how to market your small business to achieve the best results, you already know that email marketing is hands-down the #1 tool at your disposal. Even in the age of Snapchat, Instagram stories, and livestreamed social media, the numbers speak for themselves. Email is still 40 times more effective than social media at acquiring new customers, and the average small business earns a whopping $38 in ROI for every dollar spent on email marketing.
Fundera
JULY 17, 2017
Liability insurance is a necessary investment for every small business. Though it may seem like a costly nuisance at first, liability insurance could save you thousands of dollars in the long run. There are an infinite amount of challenges a small business can face—it’s important to protect against any associated risk that comes with the business you’ve worked so hard to build. .
Fundera
JULY 18, 2017
Business books serve many purposes. They can motivate and inspire. Educate and inform. They can make you happy—or angry. Sometimes reading business books is (almost) as good as having a mentor—or a network of people you can call upon when you need motivation or advice. I have read a lot of business books in my time, and some have really stuck with me.
Credit Management Source brings together the best content for credit management professionals from the widest variety of industry thought leaders.
Abrigo
JULY 19, 2017
For banks and credit unions seeking to automate data entry, there are several software options on the market. One of the most common ways to import the data from a tax return into a digital system is to use Optical Character Recognition (OCR) software. OCR technology has been around for a long time, even before computers or the internet. The first patent for an OCR “reading machine” was filed in 1928.
Abrigo
JULY 18, 2017
The NCUA’s new member business lending (MBL) rule has opened the doors for credit unions to grow their loan portfolios. Endeavoring into member business lending requires a sound strategy that balances inherent risk with perceived opportunity. The first step to outlining a successful MBL strategy requires establishing policies that provide a framework for lending activities.
Abrigo
JULY 18, 2017
In a recent Sageworks webinar, “ Why Business Owners Don’t Buy Coaching From Their Accountant (And What To Do About It) ,” John Warrillow , author of “Built to Sell: Turn Your Business into One You Can Sell,” discussed a major hurdle for accounting firms that are making the transition from compliance work to value add and advisory services. Business owners and entrepreneurs are sometimes notoriously closed off to advice from others, including from their own accountant.
Abrigo
JULY 17, 2017
While accountants express the desire to generate a large share of firm revenue from providing advisory services , survey data has shown that many firms derive very little revenue from the types of value-added, consultative services that comprise advisory. Firms sometimes initially “test the waters” with advisory work, offering a handful of services using packaged advisory work programs or checklists.
Fundera
JULY 21, 2017
It’s very easy for an entrepreneur or small business owner to get caught up in the daily grind of running their business so much so that they aren’t able to prepare adequately for the future. After all, how many entrepreneurs routinely skip important health check-ups, neglect proper rest and diet, or find it difficult to spend quality time with their families?
Fundera
JULY 20, 2017
Are you a small business owner looking to earn rewards on everyday office purchases, get some working capital in the form of a credit card, or simply keep your personal and business expenses separate? It might seem like business credit cards are stacked with fees—the Chase Ink Business Preferred SM comes with a $95 annual charge, and the Business Platinum® Card from American Express OPEN has a whopping $450 annual fee.
Fundera
JULY 18, 2017
Remain competitive in the evolving work landscape with these 10 skills.
Fundera
JULY 20, 2017
Three risks of discounting your services along with solutions for times that it is appropriate.
Fundera
JULY 16, 2017
Ask any business owner what they want, and the answer will almost universally be the same: more customers. While it’s easy to give that answer, actually following through is the hard part. Especially when you’re a small business owner trying to compete with the big brands. That’s why so many small businesses are turning to social media.
Fundera
JULY 15, 2017
Many managers see dollar signs when outsourcing is mentioned, thinking it’s an easy way to save money. However, it’s far more effective to approach outsourcing as a tool to increase quality, whether that’s with products, information systems, or marketing communications. You can’t outsource everything—and shouldn’t. Instead, identify individual processes that can be done “outside,” but always maintain control and oversight to ensure a quality product.
Fundera
JULY 17, 2017
If you’ve traveled recently, there’s a good chance you paid to stay in someone else’s home rather than a hotel, and you did so because of Airbnb. If your experience was positive, you might be wondering what you’d have to do to become an Airbnb host yourself. So we’re here to discuss the economics of running an Airbnb—whether you’re looking to make a little money on the side or become a full-time member of the hospitality industry.
Fundera
JULY 21, 2017
Even the most cautious, most organized small business owners can’t plan for every crisis. Some hurdles along the rocky road to business success you simply can’t foresee. For all of those moments, we’ve collected the perfect GIFs to help you vent, breathe, or smile—whatever you need to do to make it to tomorrow. 1. For when the website gets hacked. Got this one here. 2.
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