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This is why you need someone else to take care of your LOA Chasing and Checking. It's Tax Year End. You're swamped in even more paperwork and client meetings than usual. And to top it all off, providers are overwhelmed and you're left facing even longer call wait and response times. It's the last thing you need right now. But if you take off the hassle of dealing with providers and their delays, think how much clearer your head and diary will be to focus on your clients and their financial plans. So, we're going to casually mention the fact that we've recently hired a couple of extra people to our LOA Chasing and Checking team, which means we have capacity to ease some of that TYE burden for you. Interested? Click the link in the comments 👇 Jonathan Maskell #financialadvice #financialplanning #wealthmanagement #financialadvisers

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According to a new survey, brokers’ top six carrier pain points are all IT-related. The specific pain points include: ⚠️ Commission structure (52%) ⚠️ Billing errors (48%) ⚠️ Lack of real-time data insights for the broker and client (44%) ⚠️ Time to underwrite the group (43%) ⚠️ Limited plan customization and slow data-processing time (42%) With 48% being billing errors - you can see why we work with insurance agencies to handle their monthly bookkeeping. If you want to cross this pain point off of your list, reach out. We know EXACTLY how to help you. 🖥️ www.dogwoodbusiness.com . . . . . #insurance #insurancebroker #insuranceagency #insuranceagent #insuranceindustry #bookkeeping #insurancebookkeeping #bookkeepingservices

What kind of transparency do you have with your billing company?

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Struggling with invoicing issues? You're not alone! Common problems include: 1. Late Payments: Delayed invoices can disrupt cash flow and hinder business operations. 2. Errors: Inaccurate invoices can lead to misunderstandings and strained client relationships. 3. Manual Processes: Tedious manual invoicing processes are prone to inefficiencies and errors. 4. Tracking: Difficulty in tracking invoice status and payment history can cause confusion. Ready to streamline your invoicing process? Partner with Wages Corp for expert-backed solutions and leave invoicing worries behind! #WagesSupport #BackOfficeExcellence #SMBPartners #BusinessSolutions #HRSupport #RecruitWithWages #CoEmploymentAdvantage #EORServices #AdminSolutions #PayrollFunding #HealthBenefitsHub #SMEAllies #EfficientBusiness #WorkforceWellness #CanadianStaffingSummit #WagesCorp

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The most common mistake businesses and individuals make is for their planning to be done a-la-carte. Take the holistic approach with our firm.