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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. The post Business Plan as a Living Document appeared first on Ground Floor Partners.

Banking 113
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Top Bookkeeping Tips for Small Business Owners

Jake Jorgovan

To ensure accuracy in your financial records through regular bank statement reconciliation, follow these detailed steps: Collect Documents : Gather your bank statements and accounting records. Document Changes : Keep a log of all adjustments made for transparency and future reference. Ensure access to all transaction logs.

Banking 130
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Advancing Responsible AI Practices in Fintech: Partnership on AI Welcomes Its Newest Partner, Intuit

Partnership on AI

Intuit has been on the front lines of deploying AI at scale with its cornerstone brands – TurboTax, QuickBooks, Mint, Credit Karma and Mailchimp – to more than 100 million customers worldwide. Intuit is the global technology platform that helps consumers and small businesses overcome their most important financial challenges.

Fintech 116
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Increase partner marketing ROI with hyper-targeted ABM accounts lists

PartnerTap

This has traditionally been done by manually sending spreadsheets of opportunities back and forth each week.

Credit 231
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7 Essential Tips for Negotiating a Salesforce Contract: What Every Business Should Know

Jake Jorgovan

Carefully document your final requirements — this will be your reference point in negotiations. Document your findings. Document the pricing and features of each option. Insider tip: We recommend documenting every interaction with Salesforce during your negotiations. Revisit your initial list.

Credit 130
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Attracting Foreign Capital: How to Prepare Your Business for EB-5 Investments

Jake Jorgovan

Request detailed financial documents, including tax returns, bank statements, and investment records. Analyze these documents to confirm the legality and traceability of the funds. Review their credit reports, current financial obligations, and overall net worth. Utilize input-output models like RIMS II or IMPLAN.

Legal 130
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15 Tips to Protect Your Small Business on the Internet

Ground Floor Partners

8) Do not email or store documents with your social security number, credit card information, etc. Never store customer or vendor credit card information on any computer unless it is through a secure service. 9) Set up a credit freeze with one or more credit reporting agencies (Equifax, Transunion and Experian).

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