Advisory

How to ask for payment

How to Professionally Ask for Payment + Free Templates

Why do we struggle writing payment request emails? Asking for payment or money in any scenario can feel awkward – especially when its overdue. In this article, we’ll take a look at how to effectively and professionally ask for payment on overdue invoices, best practices to follow when sending payment request emails, how to prevent …

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the best software for bookkeepers

THE BEST TECH STACK FOR BOOKKEEPERS IN 2023

There are 988 apps published on the Apple App Store per day alone. That’s roughly 41 apps an hour! It goes without saying the amount of apps, and tech, and software solutions out there is overwhelming. Below you’ll find the essential tools every modern bookkeeper should consider adding to their tech stack. Whether you’re looking …

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RECAP: THE ADVISOR’S YEAR-END PREP CAMP

Thank you to everyone who joined us for The Advisor Year-End Camp on November 30, 2022, and to our amazing speakers Nick Sinclair, Jenny Blake, and Nicholas Marston, CPA! (plus our very own Kelvin Gieck) You can now watch full recordings of each session below! We hope you found these sessions valuable and engaging, and wish you a …

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DON’T LET CASH FLOW FORECASTING BE A CRUTCH: ROUNDTABLE RECAP

Last week we hosted the first of our Advisor Roundtable Series. A series designed for advisors to discuss and learn from one other.  Shoutout to Michael Eckstein for being our first featured guest, and to everyone else who joined Kelvin in our discussion! If you missed our session, no worries! We’ve got you covered here …

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THE ULTIMATE GUIDE FOR BOOKKEEPERS WANTING TO OFFER OUTSOURCED CONTROLLERSHIP SERVICES

Guess what… If you’re a bookkeeper reading this, chances are you might already be offering some outsourced controllership services. You just don’t know it (and are likely not charging for it!) You have the technical skills, you have the client’s that need help, so what can you do to transition towards outsourced controllership services? Before …

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