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How to Conduct a Successful Client Onboarding Process

A step-by-step process for creating your own successful new client onboarding checklist.

By Kristine Pike • Aug 7, 2022

14 mins

Growth & Marketing Tips

Best practices for onboarding new clients/customers

Growth & Marketing Tips

Banking

Do you need an LLC for your business?

Do I Need a Single-Member LLC?

By Kristine Pike • Aug 7, 2022

5 mins

What is an invoice? Learn about invoicing basics and setting net terms

What Is Invoicing? Understanding the Basics & Setting Net Terms

By Kristine Pike • Jul 3, 2022

4 mins

Receiving payment via direct deposit

What is Direct Deposit?

By Netanya Cimone • Jul 3, 2022

6 mins

What is a DBA and How Do I Get One?

By Jenni Gritters • Jul 28, 2022

5 mins

5 Steps Freelancers Can Take To Improve or Repair Their Credit

By Kevin Ha • Jul 14, 2022

6 mins

Benefits of Using a Business Debit Card for Expenses

By Lili • Dec 14, 2021

3 mins

Lili Pro, The Next Generation of Banking for Freelancers, Is Here!

By Lili • Feb 13, 2022

4 mins

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Starting a Business

A new business considering a startup business loan

How to Get a Startup Business Loan

By Hannah Donor • Aug 7, 2022

9 mins

a business owner leases equipment from an equipment leasing service

A Guide to Equipment Leasing for Small Businesses

By Kristine Pike • Aug 2, 2022

12 mins

an entrepreneur being asked questions in an interview

30 Questions to Ask Entrepreneurs (So You Can Become One)

By Hannah Donor • Aug 7, 2022

8 mins

how professional photographers start a business

How to Start a Photography Business

By Kristine Pike • Aug 2, 2022

12 mins

Creating a small business budget

How to Create a Business Budget

By Hannah Donor • Aug 2, 2022

8 mins

A guide to when an EIN is required and the benefits for a sole proprietor

Does a Sole Proprietor Need an EIN?

By Melissa Pedigo • Aug 7, 2022

6 mins

Does an LLC need a business license?

Do You Need a Business License for an LLC?

By Melissa Pedigo • Aug 7, 2022

9 mins

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Growth & Marketing Tips

A business considers outsourcing

In-House vs. Outsourcing in Business: How To Do It Right

By Lili • Aug 7, 2022

8 mins

Business calendar management

Calendar Management: Make Time for You & Your Business

By Kristine Pike • Aug 7, 2022

10 mins

Best practices for onboarding new clients/customers

How to Conduct a Successful Client Onboarding Process

By Kristine Pike • Aug 7, 2022

14 mins

people creating brainstorming for website content

Creating a Website Content Strategy for Your Business

By Hannah Donor • Aug 7, 2022

11 mins

Learn how to create engaging social media video content

How to Create Attention-Grabbing Social Media Video Content

By Kristine Pike • Jun 6, 2022

4 mins

Business blogging can be a significant business growth tactic.

7 Benefits of Blogging for Small Business Owners

By Hannah Donor • Jun 23, 2022

9 mins

Learn about project management software: what it is, why you need it, and read about a few of the platforms recommended by Lili

What Is Project Management Software and Why Do You Need It?

By Hannah Donor • May 18, 2022

6 mins

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Taxes

Learn what an employee identification number is and what it's used for.

What Is an EIN and What Is it Used For?

By Kristine Pike • Jun 27, 2022

4 mins

Learn about tax implications for 1099 income collected using P2P apps like Venmo and PayPal

How Using Paypal and Venmo Affects Your Taxes as a Freelancer

By Hannah Donor • Jul 3, 2022

5 mins

What forms do you need to file taxes?

Freelancers: 4 Tax Forms You’ll Receive this Tax Season

By Melissa Pedigo • Jul 21, 2022

5 mins

How much does it cost for a CPA to prepare and file your taxes?

How Much Will it Cost to Hire a CPA to Prepare Your Taxes

By Netanya Cimone • Jul 14, 2022

7 mins

What questions should you ask when hiring a CPA?

5 Questions to Ask When Hiring an Accountant

By Hannah Donor • Jun 23, 2022

4 mins

Learn how to find a good CPA to help with filing taxes

How to Find a Good CPA to Help with Your Taxes

By Betsy Jacobs • Feb 1, 2022

6 mins

This Is Why Accountants Love Lili

By Lili • Mar 29, 2022

3 mins

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Work-Life Balance

How to Take Parental Leave as a Freelancer

By Jenni Gritters • Jul 14, 2022

5 mins

The Time Off/Time On Conundrum

By Lili • Jul 14, 2022

3 mins

4 Financial Resources for the LGBTQ+ Community

By Kristine Pike • Jun 27, 2022

3 mins

What is an NFT? A guide to help simplify this confusing subject.

The Basics: What Is an NFT?

By Hannah Donor • Apr 6, 2022

5 mins

7 Questions for Start-of-Year Journaling

By Kristine Pike • Jan 17, 2022

4 mins

How to declutter your digital workspace

5 Steps to Decluttering Your Digital Workspace

By Hannah Donor • Mar 7, 2022

4 mins

Tech Gifts for Freelancers

The 7 Best Tech Gift Ideas for Freelancers This Holiday Season

By Hannah Donor • Mar 7, 2022

5 mins

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