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Business Plan as a Living Document

Ground Floor Partners

However, a good plan is a living document that provides useful and relevant information along with clear objectives and action steps. They simply regurgitate the same information with slightly different wording throughout the document. Updates — This is also the section that most owners monitor through their bank account.

Banking 113
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Top Finance, Banking, Accounting, & Fintech AI (Artificial Intelligence) Consultants, Companies, & Consulting Firms

Jake Jorgovan

Artificial intelligence is now fully a part of the finance, banking, accounting, and fintech industries, and it's revolutionizing how companies approach everything from risk assessment to customer service. It's also important to consider the technological tools and methods the firm uses.

Fintech 130
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Top Bookkeeping Tips for Small Business Owners

Jake Jorgovan

Separate Business and Personal Finances Separate bank accounts streamline your tax filing because they enhance financial clarity for your business. Bank Integration : Ensure your bookkeeping software integrates with your bank. This setup pulls transactions directly from your bank, reducing manual entry and errors.

Banking 130
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5 Financial Topics all Association Professionals Must Understand

Partners Preceptors

Cash Accounting involves recording income once it hits the bank and expenses once it leaves the bank. Examples might include policies on who can sign checks, how reserve funds must be handled, how long certain documents must be maintained and more. Basically, you only record money when you get it.

Finance 177
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Top Mortgage Process Outsourcing (BPO) Services, Companies, & Consulting Firms

Jake Jorgovan

Conduent : Is a leader in business process outsourcing (BPO), providing comprehensive solutions for the banking and financial services sector, with a strong focus on mortgage processing. Their services cover the entire mortgage lifecycle, from loan origination to post-closing activities.

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Hacks to Document your Business Processes

Better Business for Good Company

Hacks to Document your Business Processes. No-one likes documenting their routine operations, but if you want to expand your team to grow your business sustainably, it is an essential task. This high-value webinar is all about learning exactly how to make permanent records of all business processes, using written instruction documents.

Banking 52
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Top 10 IT SOX (Sarbanes-Oxley) Consultants, Audits, Services, Companies, Solutions & Consulting Firms

Jake Jorgovan

Aprio : Delivers SOX compliance consulting with a focus on strengthening internal controls and managing regulatory risks, helping businesses in sectors such as banking and technology meet SOX requirements and enhance financial reporting. Their services help organizations mitigate risks and maintain the integrity of their financial reporting.