Jason Carr Jason Carr

How Grow Your Financial Services Firm: Rebrand to Attract Target Clients

Those of us in the financial services industry can struggle even more with marketing and the creative side of branding. Wouldn’t it be nice if clients just fell into our lap and we could spend our days crunching numbers in our cozy office? I mean… you didn’t go into finance as a creative outlet, right?! Don’t worry there is a method behind the marketing madness and we’re going to show you the way!

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Jason Carr Jason Carr

What's In Your Back Office?

In January, our founder had the opportunity to talk to 40 or so people in our local community of Melbourne, Florida about nonprofit financial sustainability. It was a lively discussion, especially when we got to talking about the key components of an efficient and sustainable nonprofit back office.

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Jason Carr Jason Carr

3 Vital Resources for Nonprofit Start-Ups

Last week our CEO received a phone call that started like this: “Hi Chantal, I’m staring a nonprofit in Delaware and could use some support getting my organization off the ground. Is this something you can help with or do you only work with established nonprofits?”

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Jason Carr Jason Carr

2020 QB Payroll Deadlines to Remember

Our friends at QuickBooks just sent us this list of important deadlines to remember for QuickBooks payroll service users. You're welcome! And as always give our team a call if you need assistance preparing for any financial-related deadline!

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Jason Carr Jason Carr

When Bill.com Interviewed Our CEO, Chantal Sheehan

When Bill.com calls to interview your CEO, you jump at the opportunity! Especially when they mention that your CEO is viewed as an industry-leading financial services provider and they want to share her expertise. And, now we’re blushing!

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