LEARNING ZONE
THE IMPORTANCE OF CORRECT CRM AND BOOKKEEPING INTEGRATION
If you have already done so, or contemplating linking your CRM system to your bookkeeping system (there are lots of positive reasons why you should or would want to) please take a look at Angela’s latest blog as it could save you costly mistakes!
WHICH TOY DOES YOUR ACCOUNTS AND BOOKKEEPING PROCESS MOST LOOK LIKE?
Here I look at the relationship between how a toy works and the similarities to many businesses’ accounts and bookkeeping processes!
GLOSSARY OF TERMS
Here is an explanation of some of the terms used in Business Accounting and Finance to help you speak the same language as your bookkeeper and accountant!
KNOW THE FIVE STEPS TO GAIN CLARITY OF YOUR BUSINESS FINANCES (free download)
Understanding your Business Finance can make the difference between having a successful business and having a stressful business. Here are Blue Dragonfly Insight’s top tips to help you gain clarity and confidence around your business.
WHAT TAX RISES MIGHT WE SEE AND IS YOUR ACCOUNTANT THE RIGHT ONE FOR YOUR BUSINESS?
In a recent interview with John McHale presenter of Steel FM I was asked what tax rises we could end up after the general election and how to tell if your accountant is right for you.
ROADMAP TO BETTER CLIENTS (free download)
Life is so much easier when your clients do what you want them to do, when you want them to do it. My free ebook will teach you how to train your clients so you only work with great people and do the type of work you love!
I was asked to be a guest speak on ‘The Business Hour’ on Steel FM with John McHale. We discussed my journey into working as an accountant and later a finance coach, and how I am on a mission to make business finance interesting and accessible for all business owners.
You may find this really useful to watch or listen to.
Here fellow finance expert Rob Boll will guide you through the intricacies of financial management, revealing the secrets that have propelled businesses to new heights.
Two really common errors that I see business owners make in their bookkeeping.
Dive into this insightful podcast featuring David Batch, the driving force behind Premier Education. In this candid conversation, David shares his secrets to fostering a team environment where strengths are magnified and individuals thrive.
Matthew Jones,
MD, Oakwood
“I enjoyed the sections on systems, budgets, and planning. Currently, we only use Xero to reconcile accounts for our accountant, but now we will use it for budgeting, cost summaries, and our business plans.”
Joshua Bishop
MD, EPM Engineering“
It was an open and honest atmosphere with blunt yet useful and direct solutions to my questions. An eye-opening workshop, thank you.”
Nick Hamilton, MD
Barnsdale Gardens
” I liked that the course made problematic and complicated (in my view) accounting systems easier to understand and simplistic. “