Create a self-updating Excel checklist with checkboxes, IFS due-date priority, and a progress data bar for faster tracking.

Checklists can be an important training and management tool for small business owners. These lists of tasks provide employees with the exact procedures for doing their jobs and help illustrate not ...

If checklists with a simple mandate like “wash your hands” can keep scores of hospital patients from dying, imagine what they can do to improve your business outcomes. Scott Jacobson, president of ...

We all should use checklists more. That’s true even if you’re one of the many people who think checklists are too rigid, too confining. You won’t feel confined. Knowing you’ll remember everything will ...

Have you ever spent hours preparing a big presentation only to find your laptop battery out of charge moments before speaking? Or perhaps you've tried to outsource time-consuming tasks in your ...

When you hear the term audit, you may immediately think of a team of IRS officers rummaging through your files looking for discrepancies and errors in your business's tax returns. However, financial ...

As an advisor, you deal with complexity on a day-to-day basis. You’re managing investments, financial plans, client emotions, team dynamics, administrative paperwork, compliance and more. You can’t ...