Proseer

How should a business protect itself when entering into new contracts? My good friend David Levine, Founding Partner of Sanchez Fischer Levine, LLP is a true professional when it comes to protecting his entrepreneurial and big business clients. I was fortunate enough to interview David about ways companies should protect themselves on the front end and in the event of litigation. We had a great conversation with a lot of helpful tips for #founders #entrepreneurs to protect the businesses as they grow. Watch today's short video below and the full interview at the link below??: https://lnkd.in/ewWAut2J #legal #litigation #outsidecounsel #fractionalcfo #outsourcedaccounting #outsidecounsel

"I don't want you to think we have any way of learning or behaving so you won't make a lot of mistakes. I'm just saying that you can learn to make fewer mistakes than other people—and how to fix your mistakes faster when you do make them. But there's no way that you can live an adequate life without making many mistakes." - Charlie Munger I love this take on mistakes in business and life. It's great to hear him acknowledge that messing up is just part of the game. The key isn't being perfect (thank goodness). It's about: ? Bouncing back quickly ? Learning what you can ? Making better mistakes next time Nothing fancy or new here - just get better at fixing things when they go wrong. Simple, but it works. Next time you make a mistake, remember: everyone else is making them too. You just might be getting better at handling them. #Business #Entrepreneurship #LessonsLearned #Growth #startup #smb

??Preparing for Growth: Building to Scale Scaling your business can be exciting but it requires a solid foundation and planning. In our latest blog, we explain how to onboard new customers seamlessly, maintain operational efficiencies, and ensure customer satisfaction. Read the full article here https://lnkd.in/eNrgATt5 #BusinessGrowth #ScaleSmart #GrowthStrategy #BusinessLeadership

What are the right KPIs to track for a Subscription Business? - Customer Acquisition Cost (CAC): The total cost of acquiring a new customer, including marketing and sales expenses. - Customer Lifetime Value (CLV): The total revenue a business can expect from a single customer account throughout their relationship. - Churn Rate: The percentage of customers who cancel or don't renew their subscriptions over a given period. - Recurring Revenue (MRR/ARR): The predictable revenue a business can expect on a monthly (MRR) or annual (ARR) basis from active subscriptions. - Net Revenue Retention (NRR): The percentage of revenue retained from existing customers over time, including expansions, upgrades, and downgrades. Leverage these insights for strategic advancement and sustainable growth in your subscription business. #KPI #BusinessGrowth #RevenueGrowth #Innovation

ClioCon 2024 Takeaways: How AI is Transforming Law ???? From best practices to how AI is starting to improve the way lawyers work, the conference was filled with great info. Clio CEO Jack Newton says it best: ‘Lawyers who use AI will replace those who don’t.’ Clio - Cloud-Based Legal Technology?put on a great conference and I'm looking forward to next year Here are some of my takeaways ?? #AI #LegalTech #Lawyers #ClioCon #FutureOfLaw #LawIndustry #LegalInnovation #outsourcedaccounting #fractionalcfo

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What are the best ways to grow and protect your biggest asset? I have known Chad Tourin, JD, CPA, CFP?, President of Coastal Wealth LLC's Private Client Group for many years. He is an expert in helping #entrepreneurs grow their business and personal assets and make sure they don't lose them when times get tough. We had a great conversation with a lot of helpful tips for #founders to protect the business assets and diversify risk. Watch today's short video below and the full interview at the link below??: https://lnkd.in/e8gSTBXh #wealthmanagement #insurance #fractionalcfo #outsourcedaccounting

I traded in my four-wheel commute for a two-wheel ride this morning. Who says you can’t have fun at a Legal Software convention? ?? Clio - Cloud-Based Legal Technology does it right. Looking forward to #cliocon kicking off! Will be sharing thoughts throughout the trip.

Are you maximizing your remaining budget for the rest of 2024? Here are some things you can do during the final three months of the year to finish the year strong: 1?? Analyze Performance ?? Review your budget vs. actuals and shift funds to what’s working. If paid ads are driving growth, increase the budget there. If your sales team isn't closing deals, it's time to dig in or make adjustments. 2??Prioritize High-Impact Areas ?? Focus on investments that will drive future returns. For example, boost your most effective marketing channel or focus on launching the new product or service that has been in the works. 3?? Cut Non-Essential Expenses ?? Eliminate recurring subscriptions or services that aren’t adding value. Redirect those funds toward areas with more impact, like customer acquisition or employee retention/hiring. 4?? Maximize Cash Flow ?? Collect on outstanding invoices or negotiate better payment terms with vendors. Use any extra cash to invest in opportunities or just save for a future rainy day. 5?? Plan for Taxes ?? If you're having a good year, make sure you're withholding enough to cover your tax bill. ?? Pro tip: Make sure you analyze your numbers with an eye for the long term. There's no better time to plan for next year than now, so if everything is working well, get started on the 2025 budget. #startup #smb #entrepreneurship #fractionalcfo #outsourcedaccounting

?? It’s the first day of Q4, and now is the perfect time to make sure you finish 2024 strong and start 2025 right! ?? In today's latest video, I share 3 tips to help you close out the year on a high note: 1?? Compare Your Budget vs. Actual: How are you doing vs. your 2024 budget? This analysis will tell you what you need to do over the next 3 months to bridge any gaps or where to invest for next year. 2?? Think About Where to Invest or Downsize: Is your team stretched thin? It might be time to hire! If you’ve got underperforming services or products, though, it’s time to cut back. 3?? Start Budgeting for 2025: Outline your goals now and define the steps needed to get there, including targets for growth, new hires, and capital investments. Need help? We’re here to guide you through the process. Let’s finish 2024 strong and set you up for a successful 2025! ?? Watch the full video here ?? #startup #smb #entrepreneurship #fractionalcfo #outsourcedaccounting