Protecting Your Client’s Information

Protecting Your Client’s Information

Insurance work typically requires a lot of a client’s personal information in order to create policies, process claims, and payout reimbursements. Private, financial data is craved by malicious parties on the internet and they go to great lengths just for a chance to...
A System That Grows With Your City/County

A System That Grows With Your City/County

We know there are lots of tech solutions that tout that it’ll be the last product or service you’ll ever need. However, sometimes certain tech solutions don’t have the capability to grow with an organization if it experiences rapid growth. Or, it can but not in an...
Everything You Need To Know About Employee Write-ups

Everything You Need To Know About Employee Write-ups

Be consistent in your write-ups. Employee write-up forms only mean something if you use them the same way every time. Make sure your company has a clearly defined policy for when it’s necessary to use an employee write-up form and use it every time those instances...
Automate Your Record Keeping: Agendas & Minutes

Automate Your Record Keeping: Agendas & Minutes

Agendas and minutes for meetings are crucial for running productive, public meetings where things get done, rather than unstructured, shouting matches between parties. Crafting an agenda, listing all the action items and other topics that need discussion, sets the...
Tips For Creating a Good Folder Structure

Tips For Creating a Good Folder Structure

“For every minute spent in organizing, an hour is earned,” according to Benjamin Franklin. In the case of filing documents, a good system of organization is the foundation of running an efficient business. Shoving loose documents wherever you feel like, thinking...
The Rage Cage Makes Noise

The Rage Cage Makes Noise

The intense crashing and booming sounds echoing through the Salt Palace Convention Center were probably the last noises you’d expect to hear at a conference for accountants. But from June 16 -18 at the Scaling New Heights 2019 conference, the sounds of a wooden...