As we close out our Relay Blog Series and get ready for the Relay Webinar bookskeep will be hosting tomorrow, March 29th at noon CST, I feel the same excitement I felt when I first heard about this opportunity. We’ve talked about the features and bells and whistles, so this week I want to talk […]
Finally! Two of my favorite things got together like bacon and eggs and chocolate and peanut butter! Relay and Profit First have been critical to my business for many years. I love how my cash flow hums with Profit First but juggling the banks and their fees made me crazy. When Yousef West introduced Relay […]
First Quarter is almost a memory. Are you set up to accomplish your goals for 2023? The adage goes “Failing to plan is planning to fail.” Take a moment and give your goals some attention. You know as Q2 progresses you will get busy with summer fun with kids home from school. Q3 you will […]
We have decided to round out our March Relay Blog Series with a Relay Webinar at the end of the month! So, mark your calendars for March 29th at 12pm CST because the awesome team at Relay is going to join bookskeep for a great webinar to discuss why this online banking platform is a […]
In 2019, while I was attending QB Connect, I stumbled upon Yoseph West with Relay. I quickly became interested in this online banking service and my excitement grew as everything I heard sounded like the perfect addition to my Profit First for Ecommerce Sellers toolbelt. After the event, I went home and decided to chat […]
Prices continue to rise and it’s taking a toll on everyone. Everything has doubled (at least) in price and we still have to be ready to pay that tax bill soon on top of gas and groceries. It’s a bit overwhelming if you aren’t ready, so my question is, are you? Preparation with Profit First […]
The typical argument I hear from my clients is that their business has to have debt to achieve growth. I understand where they’re coming from, but there are factors that need to be considered because not all debt (or growth) is created equal. You need to understand a few critical components of both debt and […]
As I sit here in the middle of February looking back, it’s obvious that we, of course, spent most of January completing financial statements for our clients. Year-end isn’t much different for us than month-end because we expect to deliver accuracy year-round. However, this time it’s crucial that we have inventory right because of tax […]
The thought of recession looms over us all this year, but instead of sitting around worrying, why don’t we take action now? Let’s not wait to do the cleanup after the storm has wreaked havoc on our business. Instead, let’s reinforce the windows and stock up on what we need to help us weather the […]
I’ve recently had three different conversations that all brought up a critical component to business ownership. Bear with me as I recap them for you, I promise it will make sense in the end. Losing $85,000 The first conversation took place during my open office hours. A client joined and we talked about her busy […]
