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How to Write Invoice Payment Terms

How to Write Invoice Payment Terms

If there’s one thing most business owners can agree on, it’s that they want to be paid sooner. You know the story—you send out an invoice to your clients and wait weeks for them to settle up. What if there were a better way to set expectations on when and how you want...

Biller Genie, Money 20/20, & the Startup Academy

Biller Genie, Money 20/20, & the Startup Academy

This year, Biller Genie was accepted into the 2019 Startup Academy as part of the Money 20/20 event in Las Vegas. Money 20/20 is a four-day forum that draws the cream of the crop of the fintech world to share their insights and experiences. One of the highlights of...

3 Benefits of Customer Self-Service

3 Benefits of Customer Self-Service

When a business has a customer service issue, customer self-service might just be the answer. Here’s a common dilemma. Businesses must spend time and money guiding their customers on how to handle problems—most of which are usually very simple to solve. This is a...

Money 20/20 Las Vegas: Biller Genie and the Future of Fintech

Money 20/20 Las Vegas: Biller Genie and the Future of Fintech

Do you remember life (and business) before fintech? Before companies like PayPal, Stripe, or TransferWise, sending money across the world was a costly and time-consuming affair. Before companies like Betterment or Wealthfront, retail investors were limited to high-fee...

How to Set Up AccountingSuite™: Get Started in Minutes

How to Set Up AccountingSuite™: Get Started in Minutes

As a business owner, you’re a jack-of-all-trades. Beyond ensuring your customers receive the best product and service possible, you’re adept at managing everything that goes on behind the scenes. Fortunately, juggling the day-to-day is much easier these days, thanks...

4 Ways Bookkeepers Can Improve Client Retention

4 Ways Bookkeepers Can Improve Client Retention

Did you know that it costs five times more to acquire a new customer than it does to keep an existing one? A Bain & Co. study also found companies that increased their retention rates by just five percent, increased profits upwards of 95 percent. Client retention...

The Top 3 Tools for Bookkeepers in 2019 and Beyond

The Top 3 Tools for Bookkeepers in 2019 and Beyond

We live in a fast-paced, tech-driven world where clients’ expectations of their bookkeepers and CPAs have never been higher. There are also more technological solutions aimed at helping CPAs and bookkeepers better serve their customers than ever before. By fully...

The #1 Way to Impress Your Bookkeeping Clients

The #1 Way to Impress Your Bookkeeping Clients

The number one way to impress your bookkeeping clients? Deliver a first-class customer experience. As obvious as that may sound, it’s worth exploring the data and psychology behind it. “Customer Experience is the New Battlefield” That was the conclusion of several...

4 Reasons CPAs and Bookkeepers Need to Embrace Tech

4 Reasons CPAs and Bookkeepers Need to Embrace Tech

We all know the stereotype of the accountant—calculator and pen in hand, poring over reams of paper filled with endless rows of figures. It’s an old-school image from the pre-2000s, and largely irrelevant today (thanks, Excel!). But sometimes, we forget that the...

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