MazumaBusinessAccounting

JUNE 29, 2020

Did you know that poor bookkeeping, or lack thereof, is one of the top reasons small businesses fail? It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. Here at Mazuma, we believe that each small business has the potential to succeed with the right tools, mindset, and organization.

Math 83

Math Accounting Medical Budgeting 83

Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we’re always looking for ways to better serve financial advisors. One way we do this is through an annual client survey. . On May 31, we sent out an email to our current clients asking them to fill out a 5-minute survey online. All the questions were open-ended to encourage advisors to give us feedback in their own words.

Clients 52

Clients Marketing Marketing Financial Advisor 52

Brown Advisory

JUNE 30, 2020

Global Leaders Investment Letter - Q2 2020. ajackson. Tue, 06/30/2020 - 09:50. Global Leaders Strategy Investment Letter - Q2 2020. In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. They also comment on the team’s recent annual offsite. . . Download the Letter. . . Past performance is not a guarantee of future performance and you may not get back the amount invested.

Investing 52

Investing Investments Portfolio Management Clients 52

SEI

JUNE 30, 2020

SEI Named a Great Place to Work®

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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

MazumaBusinessAccounting

JUNE 29, 2020

Although COVID-19 has prevented some of us from traveling, some are still planning on that fun summer vacation. One of the perks of being a small business owner is that you can deduct some of those expenses from your summer vacation. You just need to know your motives before you go! To begin, let’s change the name of your “Summer Vacation” to a “Business Trip” Your goal shouldn’t be to “write off my vacation” but “how do I add some vacatio

Planning 75

Planning Accounting Clients 75

Risk Management Guru

JUNE 29, 2020

I am always in search of free online resources regarding diverse outlooks on risk. Recently I stumbled upon a great source of risk related concepts after listening to an episode of The Knowledge Project podcast which featured a guest, I was unfamiliar with. This guest, some sort of investment expert, started catching my attention with his superb outlook on economic systems and the decision-making processes associated with them.

Risk Management 52

Risk Management Economics Education Medicine 52