Who hasn’t heard about businesses that keep all their receipts in a shoe box? Some people don’t even track their receipts at all! As several CPA’s have told me, “If only the receipts were in a shoe box, I’d be happy and maybe I could figure out how to help the client.” Tracking is not [...]

Though I talked about tracking business cards during the Follow-up chapter, here are some reminders. Always sort your cards by their usefulness. Not all cards should be entered into your database. If you know you’ll never do business with the dry cleaner you just met, then file their card in your business card binder, for [...]