Month: December 2018

Financial Skills – How to Budget & Balance Accounts

I was surprised when I asked parents to tell me the life skills they wish their kids knew, and there was a resounding request for a few topics: How to open a bank account How to budget & balance accounts How to write checks and pay bills And how to start saving for retirement It

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