by Kemberli Stephenson | Podcast
Tech Series Wrap Welcome to the Tech (Mini) Series wrap episode! For the past few episodes, we talked about all things tech and systems, and it was so much fun! Very often, as I’m working with my clients, I get the same questions pretty often. Tech and tools are...
by Kemberli Stephenson | Podcast
How I use Asana in my Money Business In this solo episode, Kemberli shares how she uses Asana to manage not only her tasks, but her whole business. Learn how to use the Teams feature, how she set up “departments” and different areas of her business, and...
by Kemberli Stephenson | Podcast
Using Dubsado in Your Financial Service Business We’re continuing our mini-series about the tech that makes your bookkeeping and financial service life so much easier than it used to be in the past. And today, we are talking all about workflows. What is a...
by Kemberli Stephenson | Podcast
Automating Your Business with ActiveCampaign Today on the SHF podcast, we are talking all about CRMs — Customer Relationship Management tools. It allows you to keep all the info about your customers and prospects in one place, have your team be on the...
by Kemberli Stephenson | Podcast
Building Your Website with Squarespace Today we are talking all about building your website with Squarespace. You have probably seen tons of people asking and debating which platform they should use to build their business website on. Maybe you’ve heard that...
