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What’s in a name: How to make sure your naming conventions are a help, not a hinder to your practice efficiency

What’s in a name: How to make sure your naming conventions are a help, not a hinder to your practice efficiency

by Trudi Saul | Aug 12, 2019 | Practice Management

Don’t you hate it when you go to find a document or email you clearly remember seeing/preparing/receiving, but no matter how many search phrases you enter, you can’t put your hand on it? Worse still when you find it hiding in a location that makes no sense at all?...
Tax Planning Talks? Three ways to make your discussions more meaningful

Tax Planning Talks? Three ways to make your discussions more meaningful

by Trudi Saul | May 13, 2019 | Practice Management

A picture paints a thousand words – so the saying goes. In fact 65% of us prefer visuals when it comes to learning and understanding a topic. That’s why with 30 June around the corner, it’s the perfect time to mix up your approach to tax planning,...
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