Blog Posts
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Income-Related Bookkeeping Mistakes Advisors Can’t Afford to Make
If you’re like most advisors, your clients come first, which often means your back office comes last.😞 But bookkeeping, especially how you record income, is one of those areas where “later” can turn into a compliance problem,…
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Streamline Your Finances: Best Tools
As the owner of a service-based business, your expertise is your bread and butter, not necessarily in managing your back-office operations. Yet precise bookkeeping is the backbone of any successful business. I’ve spent years watching owners struggle…
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7 Common Bookkeeping Mistakes Financial Advisors Make With Their Books
Financial advisors spend their days helping clients navigate complex financial landscapes, yet when it comes to their own bookkeeping, many fall victim to surprisingly common pitfalls. Here are the seven most frequent bookkeeping mistakes financial advisors make…
Becker & Ledger 