A two-word horror story: Monthly closing. 💀 Lost receipts, undeclared expenses, and payments that don't match invoices in the system... sound familiar? If you work in finance, you'll know (all too well) the hell Kasia is going through on this week’s episode of Fails & Files, out on Wednesday. Catch up on the first 2 episodes here 👉 https://bit.ly/3LogQWt #financehumor #monthlyclosing #failsandfiles #hrsoftware #factorial
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🌟 ”What’s New To The Wall” – Season 2 Episode 3 🌟 A big shoutout to our phenomenal clients who continue to make their dreams a reality! 👏 We are excited to report that the Dream Wall has now reached an impressive 90 individual achievements - with the big 100 fast approaching! We are constantly inspired and proud of all our clients' commitment to pursuing their dreams! 🏆 #whatsnewtothewall #seasontwo #episode3 #goalmastery #highachievers #personalsuccess #ckmadvisers #financialplanning #ckm #finance #financialadvisers
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In this Financial Quick Hits, Kevin McDermott continues our series on “Love and Finances,” delving into the financial aspects of our relationships. In this episode, Kevin talks about joint accounts and how to decide if sharing an account is right for you. https://lnkd.in/gKbiPq8m
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Empower yourself with the art of personal safety! 🛡️ Join me and Gary Glemboski at the Cashflow Savannah Meetup as we delve into mastering the skills to stay alert and secure in your everyday life. 🌟 Don't miss this opportunity to prioritize your safety. 💪 #PersonalSafety #CashflowSavannah #StayAlert #safetyfirst Listen to the full episode here: https://lnkd.in/giXPKk6b
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"54% of client trust comes from emotional engagement, not just expertise or etiquette." - Julie Johnson 📊 Discover why making clients feel safe is the game changer in finance. Watch our latest #MoneyMindset episode on YouTube. #FinancialPlanning #TrustBuilding
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Founder of bootstrapped 8-figure TaxPlanIQ SaaS | Host of The Concierge CPA podcast | Helping Accounting firms & Entrepreneurs transform via the ROI Method of value pricing and peace, love, & literacy! ✌️❤️ 📚
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Regarding our money, finance coach Lawrence Cain, Jr. warns us about getting stuck in analysis paralysis. Please tune into Episode 126 at https://lnkd.in/g_VHiF_3 for the remainder of the conversation. The Possibility-Action Network. #Possibilityman™
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Tune in to the Ask the Doc: Life Lessons - Episode 7 to learn the single most important personal Finance tip ever; the ins and outs of the infamous FICO score. The secret episode on Patreon provides very specific ways to raise your score to >700.
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