For business owners who want financial security now and freedom in retirement, having a financial planner on the team is a must. A financial planner will create a customized, strategic action plan to help you achieve your personal financial goals. Getting to know you and your business inside out is the first step a financial planner will take to understand where you are now, where you want to go, and… Read more
Looking for simple ways to cut costs? These tips will help you make a noticeable difference to your bottom line. Reduce Staff Costs Without a doubt, having someone to help deal with routine tasks can greatly improve productivity. The rub is that hired help is often too expensive for small business owners. Internships can be a real win-win: a student gets hands-on experience assisting you with marketing, accounting or administrative… Read more
As a business owner, you may appreciate the importance of monitoring key performance indicators but feel overwhelmed by the process—especially if you need to sign into to various applications to access a wealth of unconsolidated data. A business dashboard provides an at-a-glance view of your business intelligence, so it’s quick and easy to make sense of your data in real time, whenever you like. Fully customizable, you can pick and… Read more