Success
MARCH 20, 2024
And yet, perhaps it’s those very aversions to standard personal finance practices that make her most appealing to her clients. She coined her “Money Boss” system after she and her husband started a brick-and-mortar chiropractic practice together. Jo Davison has long been identified as someone who’s anti-spreadsheet and bad at numbers.
Success
FEBRUARY 20, 2023
Deciding when and how to manage your finances as a couple can be a huge source of stress in a relationship. Developing a budget , combining finances, opening a joint checking or savings account or deciding where to park your emergency fund are all tasks that can be tricky to navigate if you and your partner aren’t on the same financial page.
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Success
MARCH 13, 2023
There are multiple tax tips out there. Keep reading for tips for how to do taxes as a freelancer and make filing this year a little easier. Five tips to make freelance taxes easier These tips for freelancers can help you prepare for filing your taxes and help you manage your money better throughout the year.
Success
JANUARY 17, 2023
Getting your finances in order can seem exhausting. Kiersten and Julien share tips for creating a system and carving out the time required to get organized through actions like automating savings, looking at current interest rates, updating budgeting apps and evaluating debt payment plans.
Success
JANUARY 9, 2023
Healthcare is complicated when it comes to finances. It’s especially nonsensical in the United States, where it’s designed to be intentionally confusing and expensive. It can cost an outrageous amount of money to have surgery or long-term treatment, and on top of that, billing errors are common.
All Things Admin
JUNE 23, 2021
Many believe that the terms “procedures” and “systems” are interchangeable, but that’s not exactly true. A system contains all the information you need to handle the accounting functions for your job. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Systems have many benefits.
All Things Admin
JANUARY 8, 2024
Example: An employee handbook that includes a procedure for submitting expense reports, outlining the steps to fill out the form, attach receipts, and submit it to the finance department. System – A set of related procedures that work together to get something done. Explore all of our systems and procedures development options!
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