The eternal struggle: finishing projects on time, within budget, and making sure they’re profitable. Even with project management software, a skilled manager, and a dynamite team all working within carefully structured tasks and deadlines, there are always obstacles. Scopes change. Orders change. Members of your project team get sick and miss work. No matter what... Read More

Sales numbers and financial data: two great things that don’t always go great together. Both sets of information are essential to the success of any organization. That’s why most businesses purchase both accounting software and CRM software as separate solutions; they rarely integrate accounting and CRM software.  The problem? Those systems don’t always connect in... Read More

If you sell a product or service, your customers are the lifeblood of your business. Through experience, you’ve probably found that your happy customers are your best marketing tool. But how can you know that your customers are happy? And how can you get the insights that help keep them happy? Answer: the customer satisfaction... Read More

When your business started, desktop accounting software (DAS) might have been the ideal solution. The leading applications seemed powerful, especially compared to old-school accounting: sales receipts, pencil sharpeners, and hand-held calculators. As technology and accounting software have evolved, more applications have migrated to the cloud. Some accounting programs such as Quickbooks are leaving users feeling... Read More

As you read this, there’s a good chance your employees are busy typing. Listen closely and you’ll hear the familiar clicking. It’s a sound we associate with being busy and, therefore, with productivity. And maybe it is, for those employees who work creatively to manage, interpret, and project information. But you likely have those other... Read More

Your cabinets are overstuffed. You’ve filed things incorrectly: receipts, bills, service agreements, invoices. If your document isn’t in the right place, you don’t just have to go through one folder. You have to go through all of them. We all keep records, and whether we have home offices or just a filing cabinet, losing important... Read More