Posts Tagged ‘wealth management’
4 Ways AI Will Change Bookkeeping (and how to roll with the changes)
AI is shaping up to be transformative in EVERY aspect of our lives. So it’s probably no big surprise to anyone that the AI revolution is coming for bookkeeping and accounting, too. It’s already happening with QuickBooks, and it’s effects are already being felt by both long-time QuickBooks users (like me) and newcomers alike. So…
Read MoreWhy your business is profitable but you have no money
Can you have a business that shows a profit but have no money in your bank account? 😳 The answer is actually YES, and it happens all the time. Definitely NOT the reason you went into business for yourself, right? I’ve seen business owners with profitable businesses that look successful on paper, but are slowly…
Read MoreA super simple way assess your financial health
You know that it’s important to check in with your physical health at least a few times a year. But what about your financial health? Is there a simple “test” to see where you stand with your finances like there is for your vital signs? Turns out that there is a simple financial health assessment…
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