E-Invoicing in 7 Steps

Step One: Know your ‘as-is’ process: I knew all too well in my days of selling e-invoicing, that if a prospect didn’t know their ‘as-is’ process, they were a good 12 to 24 months from implementing e-invoicing. So don’t skip Step One. If you don’t know your process, you probably don’t know key metrics like

Three Ideas for Spring Cleaning Your Finances

Your taxes have just been filed and now it’s time for spring cleaning – clearing out the dirt and clutter in your homes and work space to allow for a chore-free summer. Why not also use this opportunity to “clean” up your finances? With a little annual clean-up and our three ideas, you can keep

Guiding New Graduates to Financial Success

New college graduates are on the loose and out building their new work wardrobes for their first job. Are you a proud parent and grandparent? In addition to celebrating with them over parties and gifts, now is the time to give them the gift of financial independence too. As they start their first jobs, you

Dirty Money and Religious Compliance?

It’s everywhere and in every life because money rules the world. It is at the heart of the World Order and it began because of a desperate need for power and control. It continues along the same path as those seeking more than others are caught in a web of deceit that waylays anything standing