Secrets to Streamlined Workflows & Empowered Teams

Ideas, best practices, innovation insights from thought leadership.

November 21, 2023

9 Best Client Management Tools For 2024

Do any of these scenarios sound familiar? Struggling to keep track of client interactions, communication, and appointments, leading to missed opportunities? Your team finding it challenging to collaborate and share client-related information? Experiencing difficulties with maintaining client satisfaction and building lasting relationships? Concerned about the security of the client’s data? Worry not if your answer […]

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November 17, 2023

Top 10 Subscription Management Tools Of 2024

By 2025, the subscription economy will reach a market size of $1.5 trillion. Source: UBS Wealth Management If you own a subscription business, you might be looking for a tool to make your financial management easier.  Before choosing any tool, a lot of questions can come to your mind like:  How to pick the best […]

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November 16, 2023

Quotes, Estimates, Bids, Proposals: What’s The Difference?

Confused between quotes, estimates, bids, and proposals? Well! Not only you, but many get.  All the terms sound similar, and that’s why we often make the mistake of using the wrong term in the wrong place. Bids, proposals, quotes, and estimates have different meanings and their usage differs for every industry & business. If you […]

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November 14, 2023

Top 5 Financial KPIs For Business Strategy

A strong business strategy is like the game of chess, where KPIs make every move easy.  No doubt, in this competitive world, standing out is difficult. But what if you have a business strategy that makes it possible?  Decisions that can mean the difference between thriving and merely surviving. But how can you ensure your […]

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November 11, 2023

Why You Need Cash Flow Projections

The most important aspect of any business is financial stability.  If you understand your company’s financial health, then only you can make better future decisions ensuring its sustainability.  So, how can you do this?  Cash flow projections help you to predict future finances to a greater extent. Let’s consider the below quote. It clearly explains […]

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November 9, 2023

Understanding Payment Terms: Safeguard Your Business

No business wants to wait longer than average to get paid for their invoices. We understand late payments are most annoying for any business. Not only this, it can also affect your cash flow, eventually disturbing your financial planning for the future. SMEs are estimated to spend 4 hours per week on the task of […]

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October 30, 2023

Navigating Taxes And Compliance: A Guide For Business Owners

Running any business comes with a lot of responsibilities. Besides strategy, execution, P&L, you need to pay attention to taxes and compliance.  Furthermore, in order to maintain good financial health, you must have an eye for detail when making tax and compliance-related decisions. In this blog post, we’ll discuss the types of business taxes, their […]

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October 23, 2023

The Art Of Effective Invoicing: Tips To Get Paid Faster

Are you finding it difficult to get prompt payments for the services offered to clients? Or are you sick of overdue invoices and wondering if there is any secret to a faster paycheck?  If yes, you need to learn the art of effective invoicing, eventually changing the whole game of managing business finances. A study […]

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October 16, 2023

Financial Security Matters: Protecting Your Business From Payment Fraud

“Data is the pollution problem of the Information Age, and protecting PRIVACY is the environmental challenge!” – Bruce Schneier The whole world is getting digital! However, with the growing use of technology, the need for implementing high-security measures for data protection is more than ever. In most cases, many fraudsters steal sensitive information even after […]

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