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    • Aug 04
    • Alisa McCabe
    • 0
    Five Subtle Ways to Carve Out More Business Profit

    Five Subtle Ways to Carve Out More Business Profit

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    • Business Tools

    Whether we’re headed for a recession or not, it’s always a good time to squeak out more profits from your business books. We’re not talking about drastically slashing expenses or excessive spending to raise revenue; the tips in this article are long-term ideas to gently lift up your profits.

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    • Jul 29
    • Alisa McCabe
    • 0
    What Financial Documents Should I Keep and for How Long?

    What Financial Documents Should I Keep and for How Long?

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    • Business Tools

    I am moving for the first time in 15 years. Moving made me take stock of what I have in my house and what I really don’t need to take with me. While going through old filing cabinets, I realized how many paper files I had from when I first started First Steps Financial over 10 years ago—back before we went paperless.

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    • Jun 23
    • Alisa McCabe
    • 0
    How to Make Accountability Work

    How to Make Accountability Work

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    • Business Tools

    Almost every successful business owner craves accountability. We’re wired to respond to crises and to help others, sometimes before we help ourselves.

    Entrepreneurs are great at running their day-to-day businesses, but some need more accountability to meet internal deadlines and long-term goals. Let’s take a closer look at increasing accountability.

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    • Jun 16
    • Alisa McCabe
    • 0
    Should You Get Cybercrime Insurance?

    Should You Get Cybercrime Insurance?

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    • Business Tools

    The short answer to this question is YES! Incidents of cybercrime have been problematic for a long time, but have increased exponentially since the start of the pandemic.

    If your firm’s reputation depends in part on your ability to keep confidential client records secure, cybercrime insurance is a must. It’s not a matter of if but when your private business info will be breached.

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    • Jun 09
    • Alisa McCabe
    • 0
    ESG and Your Business

    ESG and Your Business

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    • Business Tools

    Pick up just about any public company’s most recent annual report, and you’ll find a section on ESG. ESG stands for Environment, Social, and Governance. It’s a growing trend that not only considers, but also measures a company’s sustainability performance on ESG issues. A new generation of investors is driving this movement as they become more discerning when selecting companies to invest in.

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    • Jun 03
    • Alisa McCabe
    • 0
    3 Fraud Prevention Strategies for Your Business

    3 Fraud Prevention Strategies for Your Business

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    • Business Tools

    Internal theft in business is all too common. Search the internet and you will find many articles about embezzlement by trusted employees.

    The good news: There are steps you can take to safeguard yourself and your company without relying on ‘trust’ as a method of prevention.

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    • May 26
    • Alisa McCabe
    • 0
    How to Know if You’re Hiring a Qualified Bookkeeper

    How to Know if You’re Hiring a Qualified Bookkeeper

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    • Business Tools

    How can I tell if I’m hiring a good bookkeeper? Small business owners and other accountants that hire bookkeepers to work in their firms ask us this question all the time.

    When we interview bookkeepers, we pay special attention to these areas to make sure the person we’re hiring is a good fit.

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    • May 19
    • Alisa McCabe
    • 0
    I’m Ready to Hire a Bookkeeper. How Do I Know If They’re a Good Fit?

    I’m Ready to Hire a Bookkeeper. How Do I Know If They’re a Good Fit?

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    • Business Tools

    Start by asking yourself some basic questions. Why do you want a bookkeeper? This will point you in the right direction.

    Some common whys:

    -I am not well versed in accounting.
    -I do not like this part of my business, but I know it is necessary.
    -I know I can move this company forward if I bring in someone to take over this role.

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    • May 13
    • Alisa McCabe
    • 0
    5 Reasons to Hire a Bookkeeper NOW

    5 Reasons to Hire a Bookkeeper NOW

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    • Business Tools

    Is keeping track of your financials the bane of your business? While you might love the work you do, invoicing, paying bills, and reviewing the financials probably aren’t your favorite tasks.

    Read more
    • May 05
    • Alisa McCabe
    • 0
    How to Write a Refund Policy

    How to Write a Refund Policy

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    • Business Tools

    A refund policy defines the processes and rules for when customers want to return the products or services they purchased from you and get their money back. It’s often required by your credit card or shopping cart company as part of maintaining PCI (Payment Card Industry) compliance. Plus, it’s just a good, fair business practice to post a refund policy.

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  • Recent Posts

    • How to Delegate with Confidence
    • Concerned about the Banking Crisis?
    • Your Go-To Conference Checklist
    • How Will a Client Success Manager Benefit Your Business?
    • How To Choose a CFO for Your Small Business
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  • About First Steps Financial

    Our vision is to make small businesses better through collaboration, care, and innovation.

    We collaborate with entrepreneurs to create success, as they define it, and solve issues together.

    Going beyond expectations to enrich the lives of our clients and employees.

     

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