Teams | Collaboration | Customer Service | Project Management

How Time Tracking Supports Small Accounting Businesses

Time tracking is a vital aspect of accounting for small businesses. It’s the only way to identify how efficient your accountants are, how expensive your projects are, and the amount of profit and loss you are earning. Plus, it’s also good for making payroll efficient. However, you must be wondering why only work-hour tracking. Isn’t there another method? To make a long answer short, no.

A Therapist's Guide to HIPAA-Compliant Texting

Let’s be honest – sometimes one single message is the fastest way to show up for someone. Whether it’s about checking in on a patient’s progress, coordinating with a colleague, or responding to a sudden mental health concern, a simple text can make all the difference. Texting has naturally become a go-to communication channel, especially in today’s therapy, where speed and accessibility matter more than ever.

How to Optimize Your Agency Sales Process: Lessons From Six-Figure Agencies

Building off a founder’s network and relying on inbound sales can help your agency grow at the start. But it’s not a sustainable long-term approach. We talked to Friday Solved founder Ryan Hall about his approach to scaling sales. With over 23 years of agency experience, including two successful exits, Ryan knows how to sell. Here are his insights and tips to improve each of your funnel stages for the long run.

6 essential project metrics for agencies to track performance

There is only one way to measure whether a project is a success or a failure—with data. Thanks to project metrics (and the right tools to track that data), it's now easier than ever to crunch the numbers on previous projects to see where we went right and what task ended up causing a major delay. I use project metrics to track performance and spot problems before they become catastrophes.

How to create a simple project proposal (free outline included)

Early in my marketing career, I had plenty of big ideas. Campaigns I wanted to run, events I thought we should attend, tools I believed we should invest in. But more often than not, those off-the-cuff suggestions didn’t go far. They lacked three important things: With 10+ years of experience growing B2B SaaS organizations, one thing has become clear: it’s not just about having a great idea. It’s about how you pitch it.

Three steps for successful tech stack reviews

Leading IT organizations recognize that competitive advantage comes not from having more tools, but from having the right tools working in harmony. Follow these criteria for assessing what’s working and where to optimize. First, security. This isn’t about finding the most locked-down tools—it’s about identifying platforms that enable secure collaboration at scale. Second, simplicity.