Preparing for Q4 101
In this month's issue:
As we head into the final quarter of the year, it’s the perfect time to reassess your strategies. For many businesses, one common pain point is the struggle to maintain momentum after the summer slowdown.
If your sales have dipped and your team is feeling the pressure to meet year-end goals, now’s the time to get proactive.
Check out our latest updates and get ready to tackle the last quarter of the year with these snappy strategies.
Top 4 strategies for a rock-solid Q4
Revamp customer segmentation:
Go beyond the basics! Instead of just sorting customers by age or location, dig into their buying habits and interests. Tailor your marketing to different segments to boost engagement and sales.
Fine-tune your sales funnel:
Take a close look at where your leads drop off. Improve your follow-up with personalized messages, simplify your conversion process, and make every step in the funnel as smooth as possible.
Break it down and delegate: You don’t have to do it all on your own! Break big goals into smaller tasks and let your team handle them. This not only gives your team a sense of ownership but also frees you up to focus on what you do best—strategic planning and coaching. Outsource or automate routine tasks to save time and energy.?
Reduce your receivables to zero:
Streamline your accounts receivable with Forwardly. Our platform helps you automate invoicing and reconciliation and ensures you get paid faster. With instant payments, you can cut down on outstanding receivables.
?? What's new with Forwardly
Simplify invoicing with our latest feature
We’re excited to announce the newest addition to Forwardly's platform – invoice creation! Now, alongside managing your payments, you can generate professional, easy-to-read invoices directly from your Forwardly account, and sync them automatically with QuickBooks Online and Xero.
Why you’ll love it:
?? Forwardly is an award winner... again!
We’ve won a 2024 CPA Practice Advisor Technology Innovation Award, and we couldn't have done it without our client's love and our team's smart brains! ?? This award is a huge recognition of our efforts to simplify and improve business payments with cutting-edge technology.
“I’m genuinely excited about this award and the incredible progress Forwardly has made this year. Their dedication to listening to their users and evolving their app is truly impressive.”
Richard Roppa-Roberts , Founder of Roundtable Labs
Heading to Intuit Connect in October?
?? Register for our free airport shuttle
Skip the Las Vegas traffic and get to Intuit Connect in an instant. Let Forwardly lighten your journey! Enjoy a free shuttle service on October 27th from the Las Vegas airport to the ARIA Resort and Casino.?
Comment below to let us know if you'd like to see less or more of anything we shared.?
Cybersecurity essentials for accountants
September 21st | 1 pm PT / 4 pm ET
Join Donny Shimamoto, CPA, CITP, CGMA and Alisa Nishimoto, PMP, DASM from IntrapriseTechKnowlogies LLC for a quick, must-attend session on protecting your practice. Whether you’re DIY or prefer expert help, you’ll learn key strategies to keep your business secure! Register now.
To see more upcoming events, check out our?blog.
See you next time,
Forwardly Team
PS - Last minute bill payment? Send Instant and same-day ACH payments for free — Get started
That's all for now! ??
#accountants #bookkeepers and #smallbusinesses