by Bryon Morrison | Oct 1, 2021 | Leader's List, Uncategorized
Signs Your Company Could Benefit From a Tax Professional There are several signs your company isn’t performing as well as it could and would benefit from a tax professional. Client Dependence If you attribute more than half your income to a single client, you fall...
by Bryon Morrison | Sep 30, 2021 | Leader's List
4 Tax Challenges SMBs Face There are some essential components that every CRM should include. Most customer relationship management systems include everything a company needs for building strong relationships with its customers. These elements include contact...
by Tony Amador | Sep 23, 2021 | Uncategorized, Videos
Our interview with John Pollock of Financial Gravity and think differently about tax planning vs getting through April 15th. Tax season is notoriously difficult—doubly so if you are an SMB owner. In fact, more than half of SMB owners view tax preparation as...
by Tony Amador | Sep 23, 2021 | Videos
Ever Wonder how Proxxy Started? A CRM is a Customer Relationship Management tool. It refers to a system for organizing customer data. Typically, multiple teams interact with a CRM to extract insights from the database related to their goals. Sales,...
by Bryon Morrison | Sep 21, 2021 | Leader's List, Strategy
“How do I build a remote or WFH culture?” Culture is work. Culture is strategy. And for SMBs, culture is an operational necessity. The responsibility of developing a company’s culture falls on everyone involved. Each team member, in one form or another,...
