by Michael Eckstein | Feb 26, 2022 | Accounting, Strategy
What to do after ranking your clients This is the third email in a series on ranking clients. Check out the previous issues: How to rank your clients and What you can learn from ranking your clients. If you enjoyed this series, feel free to share it! You can...
by Michael Eckstein | Feb 19, 2022 | Accounting, Strategy
Trust but verify (aka how to spot check a Profit & Loss report) Profit & Loss reports are one of the most common small business financial reports. They are relatively easy to understand, can be generated with a few clicks in your accounting software, and are...
by Michael Eckstein | Feb 12, 2022 | Invoicing
Invoicing starts during the sale and client onboarding Invoicing is usually an afterthought in many small businesses. It’s seen as a simple formality like getting a receipt at the store. And, sending an invoice is nothing more than the very last step in getting...
by Michael Eckstein | Feb 5, 2022 | Pricing, Profitability
Review your project profitability to learn better pricing Profitable project pricing is unassumingly difficult. You need to accurately do client discovery, assess the scope, plan employee capacity/labor, figure out how much overhead and direct expenses will cost you,...
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