After having done a procedure multiple times, it may become completely routine, but having documentation can help when you have staff turnover or are away from that task for a length of time.

Flow charts are effective ways to present many types of business processes, such as your payroll flow, your marketing stages or your overall business model. You can use one of the built-in process ...

I have used the following flow diagram (included at the end of this post) to explain to many people how someone trading a listed future contract on a screen actually has money moved into our out of ...

In our practice, we often meet with individuals who, prior to our meeting, did not have any estate plan in place. Many times, we receive an email or a phone call from a prospective client, simply ...

As business owners, we all know it’s true: Cash is king! Without it, your business couldn’t survive. That’s because you need cash to operate and grow your business. How else will you ensure you’re ...