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- Jan 20
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Alisa McCabe
- 0
Are Your Employees “Quiet Quitting?”
With “quiet quitting” on the rise across the workforce, it’s important to make sure your employees are motivated and happy. First Steps Financial has tips to help.
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- Jun 24
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Alisa McCabe
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Tools and Apps to Streamline Your Internal Processes
We recently talked about ways to refine your client processes to run your office more efficiently. Now we’ll focus on processes and systems to streamline your workflow with your team.
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- Jun 17
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Alisa McCabe
- 0
Clubhouse: The New Kid in Town
Are you familiar with Clubhouse? This social media platform is still pretty new, but it’s picking up steam. One of the easiest ways to describe Clubhouse: When you were a kid, did you ever hold a glass to a wall to hear the conversation in the next room? Clubhouse is kind of like that, only scaled and organized.
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- Jun 10
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Alisa McCabe
- 0
Re-Imagining Your Chart of Accounts
The chart of accounts is the backbone of your accounting records. It is a list of all of the accounts—bank, loan, asset, revenue, and expense—in your general ledger, which holds all of your accounting transactions.
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- Jun 04
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Alisa McCabe
- 0
Should Your Team Return to the Office or Keep Working from Home?
Pandemic lesson #589 (too many to count!): We learned we can work virtually. Some employees are thriving in this environment while others can’t wait to get back to the office. If you are trying to decide if you should keep your workforce at home, bring them back, or try a hybrid approach, here are some points to consider to help you maintain culture and productivity…
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