Beyond the Numbers Blog

Client Service: Where the rubber meets the road

Posted on 26 June 2018 in Tips and Tricks

Client service is so integral to the DNA of some companies that they are renowned and revered for their service excellence. Online retailer Zappos, Nordstrom department store and sports outfitter REI come to mind, as does Rackspace, which has gone so far as to brand its “results-obsessed customer service” as Fanatical Support®

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Investment Accounting Needs More Than Excel

Posted on 20 March 2018 in Tips and Tricks

You probably use Excel a lot in your day-to-day work. You might even store all of the accounting data for your investments in Excel spreadsheets.  After all, Excel is consistently voted one of the best spreadsheet programs around due to its flexibility, functionality and ease of use.

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