Sentences with phrase «clients on some smaller accounts»

Not exact matches

Small business cloud accounting company FreshBooks recently offered some tips on its blog, ranging from the sensible but obvious (tell your clients you're taking off) to the less expected.

Your small business clients who suffer inventory shrinkage — whether it's from a natural disaster like Hurricane Harvey or Irma, or theft or simple mismanagement — must account for the event on their financial books.

Your small business clients who suffer inventory shrinkage — whether it & rsquo; s from a natural disaster like Hurricane Harvey or Irma, or theft or simple mismanagement — must account for the event on their financial books.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

Wealthsimple savings accounts were offered as a test to a small group of clients in January and were opened up to the rest of its customers in Canada and the U.S. on Thursday with a minimum deposit of $ 1.

«Using a service like this might allow us to bring on smaller clients because [Wealthsimple] would look after all the time - consuming account opening paperwork,» he says.

Smaller clients and individuals also have access to financial planners who keep tabs on managers who specialize in smaller and private acSmaller clients and individuals also have access to financial planners who keep tabs on managers who specialize in smaller and private acsmaller and private accounts.

You Are Serving Families or Small Business Owners Already and Want to Add on a Lucrative Service That Your Clients Really Need, Makes a Great Difference in Their Lives and Put a Lot of Additional Money in Your Bank Account.

These smaller accounting firms tend to focus on a highly - specific, but lucrative, area of accounting; providing world - class customer service to a range of middle market clients.

A step above small local accounting firms in terms of size and prestige, many of these firms are started by experienced Chartered Accountants who have learnt their trade at a Big Four or mid-tier firm, before branching out on their own and taking a handful of loyal clients with them in the process.

They make thousands of permanent placements and have over 7500 contractors on assignment with a range of RPO / MSP and small client accounts.

• Managed all contact and client acquisition accounts focused on small companies and input into Sales Force software.

CDW Corporation (Chicago, IL) 03/2005 — 03/2006 Small Business Account Manager • Managed client accounts and sold various technology to small business clients • Acquired new small business customers through cold calling, networking, and other tactics • Communicated with current clients and vendors in order to follow through on orders • Participated in the CDW sells training academy developing key customer building components • Sold over a $ 100,000 worth of software to one customer due to exemplary customer seSmall Business Account Manager • Managed client accounts and sold various technology to small business clients • Acquired new small business customers through cold calling, networking, and other tactics • Communicated with current clients and vendors in order to follow through on orders • Participated in the CDW sells training academy developing key customer building components • Sold over a $ 100,000 worth of software to one customer due to exemplary customer sesmall business clients • Acquired new small business customers through cold calling, networking, and other tactics • Communicated with current clients and vendors in order to follow through on orders • Participated in the CDW sells training academy developing key customer building components • Sold over a $ 100,000 worth of software to one customer due to exemplary customer sesmall business customers through cold calling, networking, and other tactics • Communicated with current clients and vendors in order to follow through on orders • Participated in the CDW sells training academy developing key customer building components • Sold over a $ 100,000 worth of software to one customer due to exemplary customer service