Blog Posts
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Black Sheep of the World Unite
Sometimes the best mentors are the ones everyone tells you to avoid. Fresh out of the Air Force, I stumbled into financial services by accident. MetLife office, updating my address, casual conversation with the receptionist – job…
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How to Know if You’re Overpaying for Accounting Software
How to know if you’re overpaying for Accounting Software? If you run a service-based firm and are using QuickBooks, you’re overpaying. Ask yourself these questions:↳ Do you manage inventory? No.↳ Complex manufacturing workflows? No.↳ You just invoice…
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Learning is Personal: Find Your Way
Growing up, I thought I was just “bad at school.” During Pittsburgh winters of the 70s and 80s, the snow piled up on the road sides so high you couldn’t see the houses while walking to school.…
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Reinvention isn’t a Detour
Sometimes, reinvention isn’t a choice; it’s a lifeline. I was about to turn 52 when my partners and I sold our wealth management practice. It wasn’t planned, but when PE-backed firms start buying up businesses like ours…
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Reliability: The Intangible
Reliability isn’t taught in classrooms. I learned it standing in a hangar, staring at a mess nobody wanted to touch. I was raised by a father who was a WWII Navy veteran. Reliability wasn’t a word in…
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Rear View Mirror Seldom Lies
Everyone thought I was off my rocker for starting a business in the Great Financial Crisis. Fall 2008. The financial world was collapsing. I was running a successful investment advisory office in DC with 100 clients and…
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Courage Now Equals Thankful Later
Your future self counts on your current courage. 18 years old. Never been in an airport, let alone fly on a plane. My hands were shaking in the military recruiter’s office. I was terrified to leave home,…
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Reconciling my own accounts
I’m not ashamed to admit I was bad about reconciling my own accounts. I told myself, “The balance looks fine, I’ll get to it later.” When first starting my business, there were too many other draws on…
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Top 10 Reasons to Choose FreshBooks for Your Business
Why FreshBooks Consistently Ranks Among the Top Choices for Consultants, Agencies, Freelancers, and Service Professionals Service-based businesses juggle client relationships, project deadlines, and cash flow, all at once. While dozens of accounting tools compete for your attention,…
Becker & Ledger 