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The Bottom Line by Evolved Finance


Dec 7, 2020

At Evolved Finance, we love making finance easier for our clients.

One of the most common ways we see entrepreneurs make things harder for themselves is by not having centralized software to track every sale they make in their businesses. 

Newer online businesses tend to accept any form of payment they can because they want to make the process as convenient as possible for their customers. I’m all about making things easier for customers, but not at the expense of operational efficiency. 

All business owners must eventually make the way they collect money from their customers more systematized and streamlined so it doesn’t become a bottleneck to their growth.

That’s why in this episode, we discuss:

  • Why you need to be more strategic with how you accept money from your clients and customers

  • How you can use the software you already have to streamline your checkout process

  • Why we recommend staying away from sending out invoices as much as possible 

  • How you can streamline your sales tracking even if you have a variety of different offers

  • Why you need to be tracking your sales on a daily basis and not waiting to get the number from your bookkeeper

  • How checkout software can make your sales tracking so much easier

  • Why the way you make and track your sales can have an impact on how your bookkeeper supports your online business