Getting Started – Number 5

Thanks for following this series about why we ask for so much information from our clients, and what we do with it!  We know our business clients are put off by how much information we ask for.  We ask for it to help focus on what’s important and what’s not,

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Getting Started – Number 4

Operating a business creates a lot of financial information.  We know our business clients are put off by how much information we ask for.  We ask for it to help us focus on what’s important and what’s not, and to help avoid unpleasant surprises.  Here are some examples: Businesses often

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Getting Started – Number 2

Welcome back!  We know our business clients are put off by how much information we ask for.  We’re not looking for more paper to sift through; we’ve just seen how what we don’t know can jump up and harm our clients.  Here are a few more examples: Businesses enter into

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Getting Started – Number 1

Many of our individual and small business clients are put off by how much information we ask for.  Trust us, we’re not looking for more paper to sift through, we’ve just seen how what we don’t know can jump up and harm our clients.  Here are a few examples: If your business

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Constituents

If you own or operate a small to medium-sized business, you realize that you have many different constituents you must keep happy to be successful.  But how do you deal with those various groups when the economy or your business suffers? We are often surprised when our clients don’t fully

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