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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.

    Read more
    • Apr 29
    • Alisa McCabe
    • 0
    How to Keep Your Customers Coming Back

    How to Keep Your Customers Coming Back

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    • Business Tools

    Measuring and encouraging customer retention is important for businesses in many industries. There are a few great metrics that can help determine how you are doing in this area.

    We’ll explain those metrics and provide some tactical tips in this article.

    Read more
    • Apr 21
    • Alisa McCabe
    • 0
    Why Are You in Business? Creating Your Mission, Vision, and Values Statements

    Why Are You in Business? Creating Your Mission, Vision, and Values Statements

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    • Business Tools

    Most large businesses have developed mission, vision, and values statements to guide them and inform stakeholders about their company’s strategic direction. Going through this exercise is a wonderful idea for even the smallest businesses.

    Read more
    • Apr 14
    • Alisa McCabe
    • 0
    Why Meetings are Draining Money from Your Business

    Why Meetings are Draining Money from Your Business

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    • Business Tools

    It’s another meeting that could have been an email….

    Sound familiar? Many people are complaining about back-to-back-to-back Zoom meetings. Once they find out the meeting agenda could have been addressed via email, they’re understandably frustrated! Or worse, someone invites you to an in-person meeting you didn’t really need to be in.

    Read more
    • Apr 07
    • Alisa McCabe
    • 0
    What’s Your Financial Literacy?

    What’s Your Financial Literacy?

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    • Business Tools

    April is Financial Literacy Month! Most people aren’t as excited as I am to talk about money. In fact, discussing finances is something many people avoid.

    Read more
    • Mar 17
    • Alisa McCabe
    • 0
    How We Revised Our Hiring Process to Attract the Best Candidates

    How We Revised Our Hiring Process to Attract the Best Candidates

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    We have enough capital to take advantage of opportunities and hire great candidates, which means we interview often. But do candidates think First Steps Financial is a fabulous company to work for? First impressions are important—for both sides.

    Read more
    • Mar 10
    • Alisa McCabe
    • 0
    5 Ways to Rejuvenate, Refresh, and Revive Your Entrepreneurial Passion

    5 Ways to Rejuvenate, Refresh, and Revive Your Entrepreneurial Passion

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    Have stress and long hours stolen your passion for your business? These tips will reignite your fire and give you a new perspective on your business.

    Read more
    • Mar 04
    • Alisa McCabe
    • 0
    Cash Flow Issue? Why Increasing Revenue is Not the Answer

    Cash Flow Issue? Why Increasing Revenue is Not the Answer

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    Find out how to address cash flow challenges in your business and see where your money is going without increasing sales.

    Read more
    • Feb 24
    • Alisa McCabe
    • 0
    Protecting Your Business from Supply Chain Shortages

    Protecting Your Business from Supply Chain Shortages

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    • Business Tools

    Over the past few years, the supply chain has experienced major kinks due to a number of factors: abnormal buyer behavior, source material scarcity, government shutdowns, and worker shortages, to name a few.

    Read more
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  • Recent Posts

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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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