It’s everyone’s favourite time of the year: tax time! Get ready for the banners and balloons and celebrations… or hide your paperwork in the closet and hope the receipts magically sort themselves out. That sounds more realistic! You may want to hide from your finances, but you can gain a lot by dedicating adequate time and resources to bookkeeping and accounting. This is particularly true for business owners.
Financial institutions are not all created equal and neither are their members. As a member of the team at PenFinancial Credit Union, I get to see how unique our members and their needs are and how we can help them everyday. That may sound a little trite, but it is true. I originally wanted to open my first Truly Local Advice blog with a fun quote about banking. After googling “banking quotes”, I learned that my industry isn’t very popular… at all. So I shelved that idea and went with sincerity over humour for my opening. Beyond that, I felt compelled to do some charity work after reading how cunning and unscrupulous my industry can be.