5 Small Business Accounting Best Practices to Keep the Books Tidy

By: Corey Philip | Updated: November 13, 2022

I can't tell you how many hours I've spent with an accountant at year end looking at the records and thinking "damn, how did I get into this mess". The reality is that while operating a growing business and dealing with the headaches of such (like your 3 employees that decided they needed a day off in the middle of the week), sorting out transactions is just a low priority. BUT as it did, in my case, it all catches up to you in the end! Paying a CPA hourly to sit with you and

Best Project Accounting Practices to Stay on Budget

By: Corey Philip | Updated: November 13, 2022

Being a project manager can be very stressful. You must ensure that the project is completed without unnecessary delays, which could be stressful enough. However, sticking to the budget adds to the project manager's worries. So project managers often want to know what the project accounting best practices are to help them stay on budget. There are several best practices in project accounting, but implementing just five of them would help your project stay on budget. These include budgeting, using a Project Accountant and Project Accounting software, identifying critical areas to focus on, and regular reviews

Field Service Management Best Practices That Will Keep Your HVAC Business Efficient

By: Corey Philip | Updated: November 13, 2022

The main difference between a thriving and a struggling HVAC field services business is its ability to provide excellent customer service. In addition, successful businesses implement best practices to streamline operations with fast and efficient automated workflows. Field service management best practices that will keep your HVAC business efficient includes automating all core business functions with a cloud-based FSM software solution. Other best practices are maintaining equipment, sharing customer surveys, and rewarding loyal customers. Keeping track of several technicians working in various locations with expensive equipment using an outdated paper-based system is not for the

10 Landing Page Optimization Tools to Supercharge Your Conversions

By: Corey Philip | Updated: November 13, 2022

HubSpot said it best– the average landing page may only convert between 5 and 15% of your page visitors. But you may increase it up to 30% if you leverage the right landing page optimization tools. It's more important than ever before to have a well-optimized landing page. A good landing page not only converts visitors into leads but also leaves them satisfied and interested in learning more. Remember that you can't create the perfect landing page from the get-go. To get there, you will need to refine your strategy based on statistics and user

12 Best Customer Success Tools to Keep your Customers Happy

By: Corey Philip | Updated: November 13, 2022

Are you looking for the best customer success tools for your company? If you're reading this, you probably understand the importance of satisfied customers. Increasing numbers of SaaS businesses are placing a greater emphasis on customer service (CS) and retention strategies. In fact, 72% of surveyed companies say that satisfied customers are one of their top three strategic objectives. What's the secret, then? No magic lamp can grant your wish and provide positive customer satisfaction overnight. But with the right customer success tools, you can elevate your customer engagement to a new level. To help

The Best Virtual Meeting Tools for Improved Remote Team Collaboration

By: Corey Philip | Updated: November 13, 2022

Before we knew it, online meetings became the norm in many workplaces.According to a poll conducted by Reclaim, professionals spend more than half of their 40-hour workday in meetings. This equates to an average of 21.5 hours per week!Since the pandemic, businesses have had to learn to organize more productive virtual meetings and find ways to avoid burnout while working from home. Online meetings are crucial in facilitating communication and collaboration across geographically dispersed teams.So if you want your online meetings to be more productive, using the right virtual meeting tools will help streamline the