New buying behaviors and marketing trends have developed during COVID-19 and the various events in 2023. The year changed a lot, and more brands focused on online strategies. At the same time, more consumers are using the Internet to shop for products. Brands, therefore, need to know the new marketing trends for the coming years, so what are these recent trends?
In 2023, the labor market changed radically, and many companies had to start rethinking and thinking new. In addition, it has become increasingly common to work from home. With that, everyone has been forced to become more digital, both in their marketing and communication, internally and externally. Some of the trends that became more prominent in 2021 were that companies live-streamed more, companies have more online customer meetings and conferences, social media has become hotter, and selling online via various platforms. This article addresses a few trends that have changed marketing in 2021 and beyond.
Live Streams
The most significant trend in social media was live streams. Many influencers started streaming live, while their views increased when most were at home. For example, thoughts on Facebook and Instagram doubled in one week in Italy during COVID-19.
Then, most of the events were live-streamed. For example, famous artists turned live concepts into live streams last year. These factors contributed to a massive increase in live videos, and users became more accustomed to these features on social media platforms.
User-Generated Content (UGC)
The content created by users is called user-generated content (UGC). Brands get this content, publish it on different platforms, and usually mention the creator. While user-generated content is not new, more brands will use it in 2021 to improve engagement and build trust with the target audience.
User-generated content includes reviews, video reviews, blog posts, and photos. In some cases, brands find content from users on social media to share or publish on their profiles.
Easy-to-Consume Content
Many brands have gone online in recent months due to COVID-19 and have concluded that their followers want easy-to-consume content. Unfortunately, easy-to-consume content is passive, short, and to the point.
For example, 55% of Americans listen to podcasts, and it mentioned newsletters 14% more during COVID-19. Podcasts and newsletters are two types of content that are easy to consume and help brands reach their target audience.
More Brands Use Stories
Stories are an engaging type of content that includes both images and videos. More than 500 million users a day watch stories on Instagram. Facebook has also developed a similar feature to motivate its users.
The trend is that stories will continue to dominate social media for several years. Regarding marketing, 96% of marketers will continue using accounts over the next six months, and 36% of brands already use stories to market their products.
Social Trade will Continue to Grow
Many brands have used social media to market their products for several years. However, many platforms have created new or improved previous features that help us sell products directly on social media.
Instagram allows us to tag and buy products directly in the app without leaving the platform. It makes the process much easier and improves the user experience. Facebook also has a feature that allows you to set up a store.
TikTok Continues to Attract Influencers
TikTok has over 800 million users, 600 million of whom are active. It means that almost 75% of all users are happening every day. So, it’s perfect for influencers who want committed followers who help them get bigger sponsorship deals.
TikTok also has a Creator Fund for users in the US and Europe. It rewards the best creators and motivates them to continue producing good content for their followers.
Video is the Key for Influencers
Many influencers focus on videos in 2021, and all trends indicate that video will be the key in the future. For example, TikTok uses short videos, while Instagram and YouTube have introduced features with both short and long videos.
A video is a great tool to market offers from their sponsors and explain their products. The live-streamed video also provides many views and shows the way for more engagement. We expect to see more creative videos with even more commitment.
Conversation Marketing
You can use chatbots to automate conversation marketing and make it more personal. Chatbots can, for example, answer more straightforward questions about products on social media and thank customers.
According to a study, 35% of consumers want to see more chatbots from brands. The main reason is that they need help finding what they need, and they have no problem getting help from a cure instead of an actual person.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
An income statement shows you a company’s profit and loss over time. These were again commonly known as profit and loss statements.
An income statement usually shows:
Income
Cost of Goods Sold
Total profit
Expense
Profit for tax
Tax
Net earnings
Income is the money a company takes out; subtract the cost of goods sold to find the total profit. Subtract the expenses from the total gain and arrive at the result before tax (EBT). Payments may include marketing, advertising, promotion, general and administrative costs, interest charges, depreciation, and amortization, spreading the cost of assets over time. The tax amount is subtracted from EBT to calculate a company’s net income or loss.
You can use these numbers differently to understand a company’s financial health.
What Can You Do With It?
Your profit and loss statement is an annual dipstick in the engine of your company. Is the net profit on par or below it? You want to maintain or even increase a positive result. You will have to adjust and act if there is a shortage. It is essential to talk to your financial advisor about, for example, cost aspects, price calculations, and purchasing benefits. You can also compare your data with that of entrepreneurs in your industry. Collect them from your trade association or bank.
Financing
Financiers like banks can extract valuable information from the profit and loss account and balance sheet. They do this with calculation formulas (key numbers). A financier needs these key figures to know whether your business is healthy. To assess this, a financier looks at your turnover and purchase data. He compares your figures with those of other companies in your industry.
Are you looking for financing? Then, make sure you have a realistic profit and loss account. Also, create a ‘B scenario’ with 15% less turnover. Purchasing and variable costs are adapting. The fixed expenses, such as rent and personnel, remain the same. Then, ask yourself whether you still have enough profit left below the line. Also, keep your budget in mind.
Financial insight
With your profit and loss account, you get financial insight. Use several calculation exercises from the Annual Accounts Manual, section ‘information about key figures.’ Or enlist the help of an expert such as a bookkeeper or accountant. With knowledge about your figures, you are a good discussion partner for them and, for example, financiers.
Evidence for the tax authorities
You pay tax on your company’s earnings. How much depends, among other things, on the profit and the type of tax, income or corporate tax, and the tax regulations. You also have an administrative obligation. After checking your administration by the tax authorities, they determine the assessment. Do you have a correct profit and loss account? Then, you pay the correctly owed tax rate via an appraisal. An incorrect presentation of your profits will lead to a profit estimate by the tax authorities. In practice, this turns out to be unfavorable for you.
Profit statement inquiry
Investors can use income statement inquiry to calculate financial ratios that can compare the same or one company to another each year.
To illustrate, you can compare a company’s profits to its competitors by looking at total, operating, and net profit margins. Alternatively, you can compare one company’s earnings per share to another to show whether shareholders could earn EPS if each company shared net income. As part of the top line of revenue, each line of the up and down analysis report is called a vertical analysis. For example, you can use it to represent the relative size of various fees. Horizontal analysis helps you compare the same numbers in more than two periods and identify trends. Use horizontal analysis to show a profit before tax over the past three years.
Income statement conditions
The income statement has some limitations. Capital structure and cash flow are factors that make a company thrive or disrupt the use of quotes, which is the income statement’s limitation.
To illustrate, a company needs to estimate the depreciation of an asset. You can’t know the lifespan of a computer, copier, or business jet in advance. Or, if they face lawsuits, they must assess how they should be prepared to carry out their duties. By their very nature, estimates are interpretable.
Secondly, the limitation of the income statement is the deliberate over-or underestimation of numbers. Estimates are essential and may occur by accident, but they can also be made deliberately to increase or decrease metrics such as revenue or profit fraudulently.
Accounting rules can also be restrictive. It affects the number used in the comparison. When comparing income statements, consider that many companies may use the first-in, first-out (FIFO) principle to value inventory, while others may use the last-in, first-out principle.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Fintech is an emerging industry that is challenging traditional financial services through innovation. Fintech is challenging big banks with innovations like mobile telephony and big data. With hundreds of millions of investments, year-round mega-tech events, and business accelerators designed to launch start-ups on the global stage, Dubai has established itself as the leading Fintech hub in the region. The UAE accounted for 46.8% of fintech investments in the area in 2020. During this period, the Emirates raised a whopping 67.9% of funding.
To attract start-ups, especially in technology, you must create an attractive ecosystem allowing them to access this sector. It has access to regulation and financing, and Dubai, an international financial center, has created a $250 million FinTech investment fund. It is where our business accelerator program begins, where we enable start-ups to pitch their solutions to more than 30 financial institutions.
The Main Goal of Financial Technologies:
To increase the availability, quality, and range of financial services.
Reduce risks and costs in the financial sector and the cost of services for consumers.
Support the development of competition in the financial market.
Ensure the security and stability of banking processes.
An Overview
The total number of investments in Fintech in the world lags far behind the number of investments in 2019, which was at 168.5 billion US dollars. As of mid-year, the total investment in Fintech worldwide was around $30 billion.
The largest share of total investments in Fintech as of the middle of the year is in the Americas, where assets amounted to $14 billion. Total fintech investment in the Asia Pacific was $9 billion in H1 2018, and fintech investment in the EMEA region was $4.2 billion.
The Americas and countries in Europe, the Middle East, and Africa are currently on track for a new record annual growth in fintech investment. At the end of the first half of 2019, North and South America attracted $9.3 billion in US investments in VC, Asia – $6.6 billion, and Europe – $5 billion.
Corporate investment in VC remained strong, accounting for $15.1 billion in fintech investment globally. In the first quarter of 2019, the United States recorded a record value of transactions involving venture capital companies, which exceeded $3.2 billion; the value of transactions in the subsequent quarter amounted to almost the same amount.
M&A activity has declined across all world regions, with a particularly sharp decline seen against the backdrop of the mega M&A activity in 2019 and 2020. In the first half of 2021, the volume of M&A transactions amounted to USD 5.2 billion; in the second half of 2022, it was $8.9 billion.
Global investment in cybersecurity surpassed the 2019 record of around $600 million to reach $900 million.
Big Data
During quarantine restrictions, the development of the regulatory framework and government fintech acceleration programs accelerated. It was reflected in the growing attention to digital platforms, neo-banking, contactless payments, and Wealthtech class solutions. In Europe, there was a good dynamic in the Regtech solutions market, and in Southeast Asia, there was a good dynamic in cryptocurrencies and blockchain. In all regions, there is a trend of increasing attention to solutions for digital identification, security, and fraud prevention in financial transactions; there has been another growing attention to cloud platforms.
The Central Asian market is similar in the increased attention of regulators and government agencies to the development of Fintech. It contributes to the growth of interest, attraction, and the emergence of new solutions. However, investments are relatively modest, venture approaches are still not used so often, and the market continues to complain about conflicts between the requirements of various legislators and regulators, hindering its development. However, we can expect the emergence of new players, at least in the banking market, as early as next year.
Robotization
It is the automation of financial processes using robots and computer programs. For example, using robotization in banks has reduced the time for receiving applications from customers, simplified and accelerated customer risk assessment procedures, reduced the number of bank branches, and so on. In the future, banks will strive to ensure that office people solve only non-standard client tasks beyond machine algorithms and receive the top products and services online.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Your company indeed has huge office expenses but is not aware of it. How do you reduce paper consumption in your company? We believe that many costs are necessary when they are not, and proving to be an indicator that the processes in our company are not entirely efficient, in addition to not taking care of the environment.
To be responsible for paper consumption, reduce expenses, and have fast, efficient, and modern workflow and workflow management processes, you must start by reducing paper consumption.
Tips to Reduce Paper Consumption in Your Company
Printing paper is expensive. Toner, ink, paper, light, computer costs, and, above all, slow down your processes when working.
A small gesture like printing a document that does not need to be printed can become thousands of dollars, especially when you have many employees, printers, and several departments working with these completely obsolete systems.
In this regard, you should put some tips in place to reduce spending on paper and paper printing.
Make your invoices online with my management
First, you don’t need to print all the invoices you do with Excel. You can do them in your billing software, where they will be secure, and you will have automated backups to keep your data safe and protect its privacy.
Making invoices online will make the process easier. You will waste less time and be able to work more professionally.
Do not print your emails if it is not necessary
Printing emails is another one of those bad habits that end up affecting many companies. Printing a document or email to show it to an employee at another table, not even to our department head, is unnecessary.
We must get used to taking advantage of new technologies. Suppose all the information is in the cloud and is accessible to authorized people with a few clicks. In that case, everyone can check the data online, and there is no need to print reports or documents generated online, which can be read online.
Understand that information is constantly changing
Today, the changes are vertiginous. What may work today may not work tomorrow. For this reason, we must realize that the data must be accessible in real-time and reduce our dependence on the “photo finished” since what matters is today’s data, which could change utterly next month.
It is much more efficient and appropriate to the needs of the company to have a dashboard from which we can monitor our company’s performance indicators, which will help us have a greater awareness of the reality we face.
Manage your catalogs online
Large databases, inventories, and catalogs should be virtual. Our management program lets us update the information more quickly, and you will integrate the data with other data. At the same time, the data we save in Excel files will usually not be interconnected.
We must get used to working with software that facilitates integration since large companies’ databases involve managing much information and many details. Data can change, so what we have printed today and tomorrow may have no value because everything is outdated.
Virtualize your relationships with suppliers and customers
Through your internet, you can share information with suppliers and customers without printing documents to send them. The practical thing is not to work with each client differently but to have a standardized and automated system that helps you manage your work processes well. You can quickly control the creation of delivery notes, invoices, and other commercial or accounting documents using cloud management software that makes your job easier.
Virtualize your business; enter the digital transformation
Your company needs to prepare for the future. Companies that do not will be left behind. Technology is increasingly present in our lives. Therefore, if you have a traditional company and you have been making your invoices through Excel or other office software, it is time to rationalize all administrative work.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Certain situations lead us to make appointments for candidates to buy a property that becomes unproductive if you have not considered the potential buyer’s profile or have not accessed (or have not been able to access) information that previously served to know Housing in depth.
These hours and hours lost teaching a home that does not convince the client (or escapes its possibilities) can be avoided and reused to find the right property if we previously applied a series of filters before visiting the home. How do you ensure the best buyers for each floor?
How to Set Filters to Find Candidates to Buy a Property
The first thing is to divide and establish the actions and tools that automate these processes to the fullest. The maximum “time is money” should be a priority in any real estate agent, and any system or tool that serves to make the client who obtains the information he needs will mean considerable savings not only in visits but also in meetings, queries, emails sent, calls, etc.
Therefore, we must classify the filtering system through automatisms (tools and information visible from the web or portals) and the information provided by the client (budget, family situation, priorities.
Automatic Filters to Find Candidates to Buy a Property
We understand by automatic filters those that fall into the first category: the information or software that allows any interested party to know the property to the fullest so that without having to mediate any agent, they can assess whether the visit to the house can be productive or does not fit your interests.
Every property must have basic information such as the number of rooms and how they distribute the square meters of each of them, the exterior and interior rooms, and the height of the house. But also information beyond the address, the price, and the items described that might be advantageous or restrictive, such as the type of land, if there is a community elevator, the community fee, insulation, air conditioning, an elevation plan, etc.
All this must accompany tools that clarify/detail all this information, such as high-quality images, videos, etc.
For a greater degree of satisfaction and filter, virtual tour software allows the client to be the one who visits at will and with a degree of detail that corresponds to reality.
Mortgage calculators and automated chats (robots that answer questions through predetermined FAQs) are other elements that add to this first filter, including automatisms.
Personalized Attention Filters to Find Candidates to Buy a Property
Although all the tools described help (and much) this filtering in search of the ideal candidate, the management, and ultimately, the approval of a profile as valid must come from the agent. The sooner you make sure of it, the less time you will spend in the gestation of the sale, and with more determination, it will ensure you close it satisfactorily.
For this, the agent should not work as one of those bots or as a clerk or administration employee without further ado: we must escape the desire to fill the appointment schedule and ensure that each of them is arranged with a high probability of being able to close the sale.
For this, a previous personalized questionnaire can be used to find out if they are suitable candidates or if, from our experience, we feel that they are not facing the desired property. In the latter case, we must avoid rejection “just because” and advise them or kindly recommend another property in our portfolio.
This is the case, for example, of mortgage expenses: many clients make their calculations by adjusting their budget to the one indicated on the property file without considering key factors such as mortgage expenses, commissions, entry amount, etc. This dance of numbers can cause that at the time of having decided on the property, they do not reach what is necessary, causing frustration to both parties: the client who sees his ideal property escape and the agent who sees a sale escape as much as he had everything to close it.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Building Community Through Augmented Reality Innovation
Augmented reality community building transforms physical spaces into interactive hubs where people connect, collaborate, and create shared experiences that strengthen social bonds. As the founder of Complete Controller, I’ve spent over 20 years helping businesses leverage technology for growth, and I’m witnessing AR’s incredible power to turn passive audiences into engaged communities. The data speaks volumes: 73% of community organizers report higher engagement when using AR, while global mobile AR users are projected to reach 1.19 billion by 2028. This article reveals how AR innovation is reshaping human connection, from civic planning to social gatherings, and provides actionable strategies for launching your own AR community initiatives.
What is augmented reality community building, and why does it matter?
Augmented reality community building uses AR technology to overlay digital elements onto real-world environments, creating immersive shared experiences that foster deeper connections and collaborative action
AR breaks down geographical barriers by allowing remote participants to engage with physical spaces through their mobile devices
Communities using AR see up to 60% higher engagement rates and 45% greater retention compared to traditional methods
Unlike virtual reality, AR enhances rather than replaces real-world settings, making it accessible across diverse age groups and abilities
Organizations gain data-driven insights through AR analytics, tracking user behavior to optimize experiences and measure community impact
The Foundation: How AR Transforms Community Engagement
Augmented reality fundamentally changes how people interact with spaces and each other by adding digital layers to physical environments. When Pokémon GO launched in 2016, it demonstrated AR’s potential by bringing 232 million users into real-world locations for shared experiences. Modern AR applications build on this foundation by adding civic purpose and sustainability goals.
AR community building works through three core mechanisms. First, it creates persistent digital overlays that transform everyday spaces into interactive canvases. Second, it enables real-time collaboration where multiple users can simultaneously interact with the same digital elements. Third, it provides immediate feedback loops that reward participation and track collective progress toward community goals.
Creating immersive experiences through gamification
Gamification drives AR engagement by turning community participation into rewarding experiences. Music festivals using AR navigation apps reduced crowd congestion by 30% while increasing attendee satisfaction through interactive maps and artist information overlays. Retail spaces leverage AR with 55% of applications in 2024, achieving 40% higher conversion rates than non-AR experiences.
The success stems from AR’s ability to blend digital rewards with real-world actions. Leaderboards, achievement badges, and collaborative challenges motivate continued participation. Communities report that AR scavenger hunts and location-based challenges increase event attendance by 83%, particularly among younger demographics who expect interactive digital experiences.
Encouraging participation through accessibility features
AR democratizes community involvement by removing traditional barriers. Voice-controlled AR interfaces enable visually impaired users to participate through audio descriptions of virtual elements. Location-based AR works effectively even without high-speed internet, as offline-first apps store content locally for rural deployment.
When co-designed with community input, intuitive icon-based interfaces show 92% adoption rates across age groups. This inclusive approach transforms AR from a tech-focused tool into a universal platform for connection, particularly valuable for mobility-challenged individuals who can engage with civic planning from home.
Case Studies: AR Community Building in Action
Real-world implementations demonstrate AR’s transformative impact on community engagement across diverse contexts and scales.
Project Portland: Empowering civic participation
Portland’s groundbreaking AR app enabled residents to reimagine public spaces through interactive design challenges. Over 1,200 community members submitted proposals for abandoned lots and hazardous areas, visualizing sustainable park layouts and eco-friendly solutions through their smartphones. The gamified approach included sustainability-themed competitions that rewarded innovative designs with recognition and prizes.
The project’s success led directly to the city’s $2 million waterfront revitalization, with AR-generated proposals informing final design decisions. Participants reported feeling more connected to their community and empowered to influence urban development, demonstrating AR’s capacity to transform abstract planning processes into tangible civic action.
Oslo’s youth tree-planting initiative
Norway’s capital engaged youth in planning the placement of 100,000 trees through an innovative AR application. Over five weeks, participants used iPads to visualize virtual trees in real locations, testing different configurations and learning about urban ecology. The initiative achieved remarkable results: 89% of participants reported improved understanding of urban planning concepts, while 85% felt stronger community connections.
Technical challenges emerged during implementation, particularly with GPS accuracy affecting tree placement precision. These limitations highlighted the importance of robust location tracking systems for outdoor AR applications, leading organizers to implement beacon triangulation for improved accuracy in future projects.
Waterfront redevelopment success sories
Multiple cities have leveraged AR for waterfront revitalization projects, allowing residents to visualize proposed changes before construction begins. AR overlays show planned walkways, green spaces, and community facilities in their actual locations, generating more informed public feedback than traditional 2D renderings. These implementations typically see double the public approval rates compared to conventional planning presentations.
Step-by-Step Guide to Launching Your AR Community Project
Starting an AR community initiative requires strategic planning and phased implementation to maximize impact while managing resources effectively.
Identifying opportunities and setting goals
Begin by analyzing your community’s specific needs and digital readiness. Survey potential participants about smartphone ownership, comfort with technology, and preferred engagement methods. Pilot projects typically start at $5,000-$20,000, with costs reducing by 40% through reusable frameworks as you scale.
Define measurable objectives aligned with community values. Whether increasing civic participation, fostering cultural exchange, or promoting environmental awareness, clear goals guide technology choices and design decisions. Successful projects start small, often with 50-100 early adopters, before expanding based on feedback and results.
Choosing the right tools and platforms
Platform selection depends on your audience and objectives. Unity with AR Foundation provides cross-platform compatibility for iOS and Android devices, essential for community-wide adoption. For city-scale projects, specialized tools like Augmentecture offer urban planning features including 3D mapping and infrastructure visualization.
Consider development complexity versus user experience. While custom apps offer maximum control, existing platforms like Instagram and Snapchat provide AR creation tools that reduce technical barriers. Many communities achieve strong results using hybrid approaches, combining social media AR filters for awareness with dedicated apps for deeper engagement.
Designing for accessibility and inclusivity
Universal design principles ensure AR experiences welcome all community members. Implement multiple input methods including touch, voice, and gesture controls. Provide text alternatives for audio content and visual descriptions for graphics. Test with diverse user groups including seniors, people with disabilities, and non-native speakers.
Cultural sensitivity matters in AR design. Avoid assumptions about technological familiarity and provide multilingual support where needed. Community co-design sessions generate valuable insights about local preferences and potential barriers, leading to higher adoption rates and sustained engagement.
Tracking Impact: Metrics for AR Community Engagement
Measuring AR effectiveness requires both quantitative data and qualitative insights to understand the full community impact.
Key engagement metrics to monitor
Track user behavior through built-in AR analytics measuring dwell time, interaction rates, and completion percentages. Successful AR experiences see 70% longer engagement compared to traditional events, with participants spending average sessions of 15-20 minutes actively interacting with content. Social sharing rates provide organic reach indicators, with AR experiences generating 55% more community visibility through user-generated content.
Conversion metrics reveal AR’s practical impact. Communities report 40% higher volunteer sign-ups through AR-assisted registration forms and 60% increased event attendance when using AR promotional campaigns. Geographic heat maps show participation patterns, helping organizers optimize future AR placement for maximum accessibility.
Converting data into community insights
Raw metrics transform into actionable insights through systematic analysis. Segment user data by demographics, location, and engagement patterns to identify underserved groups. Time-based analysis reveals peak usage periods, informing staffing and resource allocation for AR-supported events.
Combine quantitative data with qualitative feedback through in-app surveys and focus groups. Oslo’s tree-planting initiative discovered that while 95% found AR intuitive, specific technical frustrations around GPS accuracy significantly impacted user satisfaction. These insights drove iterative improvements that increased completion rates by 35% in subsequent deployments.
Beyond AR: Integrating VR and AI for Richer Communities
Advanced technologies amplify AR’s community-building potential through intelligent personalization and expanded virtual spaces.
Blending AR with virtual reality for hybrid spaces
Hybrid AR-VR experiences connect local and global participants in unprecedented ways. Virtual town halls allow remote attendees to join via VR headsets while local participants use AR overlays to visualize shared data and proposals. Fitness communities host hybrid classes where neighborhood runners compete against virtual participants worldwide, fostering both local and global connections.
The convergence enables scalable community experiences. Small towns can host world-class speakers through holographic projection while maintaining intimate local gatherings. Cultural festivals blend physical performances with virtual attendees, expanding reach while preserving an authentic community atmosphere.
AI-driven personalization in community building
Artificial intelligence enhances AR experiences through predictive analytics and personalized content delivery. AI algorithms analyze user preferences to suggest relevant community events, volunteer opportunities, and social connections. Conference networking apps using AI-powered AR report 50% increases in meaningful professional connections by matching attendees with compatible interests and goals.
AI integration benefits crowd management. Predictive models anticipate movement patterns during large gatherings, dynamically adjusting AR wayfinding to prevent congestion. Natural language processing enables multilingual AR experiences that automatically translate community content, breaking down language barriers in diverse neighborhoods.
Conclusion
At Complete Controller, we believe technology’s greatest value lies in strengthening human connections and empowering collective action. Augmented reality community building represents this philosophy in action, transforming everyday spaces into collaborative canvases where neighbors become co-creators of their shared future. From Portland’s civic redesign to Oslo’s youth-driven urban forestry, AR proves that innovation thrives when it serves community needs.
The path forward is clear: AR will become as commonplace in community building as social media is today. With mobile AR users approaching 1.2 billion by 2028, the infrastructure for widespread adoption already exists. The question isn’t whether to embrace AR, but how to harness its potential for your unique community goals. Ready to explore how cutting-edge technology can transform your organization’s community engagement? Visit us at Complete Controller to discover expert insights and proven strategies for leveraging innovation in meaningful ways.
Frequently Asked Questions About Augmented Reality Community Building
What equipment do I need to start an AR community project?
Basic AR projects require smartphones or tablets with ARCore (Android) or ARKit (iOS) compatibility. For development, platforms like Unity or specialized tools like Augmentecture work well for city-scale projects. Most modern devices from 2018 onward support AR features.
How much does it cost to implement AR for community building?
Pilot projects typically range from $5,000 to $20,000 for initial development. Costs decrease by approximately 40% when scaling up due to reusable frameworks and templates. Many communities start with free AR creation tools on social platforms before investing in custom solutions.
Can older adults and non-tech-savvy people use AR effectively?
Yes, studies show 92% adoption rates across age groups when AR apps use intuitive, icon-based interfaces and are co-designed with community input. Voice controls and simplified gestures make AR accessible to users with varying technical skills.
Does AR work in areas with poor internet connectivity?
Many AR applications function offline by storing content locally on devices. This offline-first approach is crucial for rural deployment and ensures consistent experiences regardless of connectivity, though some features like real-time collaboration may require internet access.
What are the privacy concerns with AR community applications?
Privacy protection involves implementing opt-in data collection, anonymizing user information, and transparent data policies. Best practices include allowing users to control what information they share and providing clear explanations of how location and usage data improve community experiences.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Jennifer BrazerFounder/CEO
Jennifer is the author of From Cubicle to Cloud and Founder/CEO of Complete Controller, a pioneering financial services firm that helps entrepreneurs break free of traditional constraints and scale their businesses to new heights.
Brittany McMillen is a seasoned Marketing Manager with a sharp eye for strategy and storytelling. With a background in digital marketing, brand development, and customer engagement, she brings a results-driven mindset to every project. Brittany specializes in crafting compelling content and optimizing user experiences that convert. When she’s not reviewing content, she’s exploring the latest marketing trends or championing small business success.
Effective Digital Marketing Strategies for Your Campaign
Digital marketing strategies combine AI-driven personalization, omnichannel integration, targeted content, and continuous optimization to boost brand visibility, drive measurable results, and maximize your campaign ROI. These proven approaches help businesses reach the right audiences, convert prospects into customers, and build lasting relationships across multiple touchpoints.
After two decades of running Complete Controller and helping businesses transform their financial operations, I’ve witnessed firsthand how the right digital marketing approach can make or break a company’s growth trajectory. What separates thriving businesses from those that plateau isn’t just having an online presence—it’s implementing strategic, data-backed campaigns that connect authentically with audiences while leveraging cutting-edge technology. This article reveals the exact framework we use to help our clients achieve sustainable growth through smart digital marketing, covering everything from AI automation to social commerce tactics that actually convert.
What are effective digital marketing strategies for your campaign?
Effective digital marketing strategies blend AI personalization, multichannel presence, targeted messaging, and continuous optimization to boost brand impact and campaign ROI
Building a great campaign starts with clear objectives, knowing your audience, and leveraging the right digital marketing tactics for each growth phase
Personalization and automation are now standard, with AI shaping customer journeys and content for better engagement rates
Omnichannel integration, including social media marketing strategies and search engine visibility, captures audiences wherever they discover brands
Continuous optimization through A/B testing, data-driven refinement, and analyzing current trends drives long-term performance, not just one-time results
Understanding Digital Marketing Tactics: Foundation & Trends
The digital marketing landscape has transformed dramatically with artificial intelligence becoming a core component of successful campaigns. According to recent data, 88% of digital marketers now use AI in their daily tasks, with the AI marketing industry valued at $47.32 billion in 2025 and projected to reach $107.5 billion by 2028. This explosive 36.6% compound annual growth rate signals that AI adoption isn’t optional anymore—it’s essential for competitive advantage.
Machine learning algorithms now power real-time personalization across every customer touchpoint, from dynamic website content to predictive email sequences. Voice search optimization has emerged as a critical strategy, with smart speakers changing how consumers find products and services. Visual search capabilities through platforms like Pinterest and Google Lens require brands to rethink their image optimization strategies. Privacy-first data collection methods have become mandatory, pushing marketers to balance personalization with transparent, ethical data practices.
How to Create a Digital Marketing Strategy That Drives Results
Creating an effective digital marketing strategy starts with crystal-clear objectives tied to specific, measurable key performance indicators. Whether you’re aiming for lead generation, brand awareness, or direct sales, each goal requires distinct tactics and success metrics. Smart marketers begin by mapping their customer journey, identifying pain points and opportunities at every stage from awareness to advocacy.
Audience segmentation forms the backbone of targeted campaigns. Modern tools allow unprecedented precision in creating customer personas based on behavioral data, purchase history, and engagement patterns. For small businesses, this means competing effectively against larger competitors by focusing resources on high-value segments. Channel selection should align with where your audience naturally spends time—email for B2B decision-makers, Instagram for visual products, LinkedIn for professional services, or TikTok for younger demographics.
The most successful strategies I’ve implemented at Complete Controller involve layering multiple channels that work synergistically. Email nurtures leads generated through social media, while retargeting ads reinforce content marketing messages, creating a cohesive brand experience that guides prospects toward conversion.
Campaign Optimization Techniques That Maximize ROI
A/B testing remains the gold standard for campaign refinement, yet many businesses still launch campaigns based on assumptions rather than data. Testing everything from subject lines to call-to-action buttons can yield surprising insights—we’ve seen simple color changes increase conversion rates by 15% or more. The key lies in testing one variable at a time and giving each test sufficient sample size for statistical significance.
Budget allocation requires both strategic planning and tactical flexibility. Start with a 70-20-10 rule: 70% on proven channels, 20% on emerging opportunities, and 10% on experimental tactics. Real-time analytics platforms now enable dynamic budget shifting based on performance metrics like cost per acquisition (CPA), click-through rate (CTR), and return on ad spend (ROAS). Automation platforms handle audience segmentation and bid optimization, freeing marketers to focus on strategy and creative development.
Monitor CPA trends weekly to identify cost spikes early
Set automated rules for pausing underperforming ads
Use dayparting analysis to concentrate spend during peak conversion hours
Implement conversion tracking across all touchpoints for accurate attribution
Review competitor strategies monthly to identify market shifts
Content Marketing Techniques That Captivate Audiences
Personalized content drives significantly better results than generic messaging, with personalized emails generating 29% higher open rates and 41% higher click-through rates. Creating authentic, value-driven content requires understanding not just what your audience wants, but how they prefer to consume information. Short-form video content dominates engagement metrics, yet long-form articles still drive organic search traffic and establish thought leadership.
AI tools now optimize content creation workflows, helping identify trending topics, craft compelling headlines, and personalize messaging at scale. However, the human element remains irreplaceable for authentic storytelling and emotional connection. At Complete Controller, we’ve found that sharing real client success stories and behind-the-scenes glimpses into our processes generates far more engagement than polished corporate content.
Visual content strategies must adapt to platform-specific requirements while maintaining brand consistency. Interactive elements like polls, quizzes, and calculators boost engagement rates while providing valuable data about user preferences and pain points.
Social Media Marketing Strategies and Influencer Power
Social commerce has exploded, with 86% of consumers making online purchases monthly and 82% using social platforms for product discovery. The global social commerce market hit $571 billion in 2023 and will exceed $1 trillion by 2028. This shift requires brands to treat social platforms as complete sales ecosystems, not just awareness channels.
Building cross-platform visibility means understanding each platform’s unique culture and user expectations. Instagram rewards aesthetic consistency and Stories engagement, TikTok values authenticity and trend participation, while LinkedIn responds to thought leadership and industry insights. YouTube has become the primary product research platform for 70% of Gen Z consumers, making video content essential for reaching younger demographics.
Influencer partnerships deliver measurable results when aligned with brand values and target audiences. Micro-influencers often generate higher engagement rates than celebrities, offering better ROI for small and medium businesses. Success requires clear contracts, authentic partnerships, and performance tracking beyond vanity metrics.
Email Marketing Best Practices for Relationship Building
Email marketing delivers an exceptional 4,200% average ROI—$42 for every dollar spent—making it the highest-performing digital channel available. Advanced segmentation powered by AI enables hyper-personalized journeys that adapt based on user behavior, purchase history, and engagement patterns. Segmented campaigns generate 58% of all email marketing revenue, proving that one-size-fits-all approaches leave money on the table.
Smart trigger campaigns capitalize on behavioral signals:
Cart abandonment sequences recover 10-30% of lost sales
Welcome series establish relationships and set expectations
Post-purchase flows encourage reviews and repeat purchases
Birthday and anniversary messages build emotional connections
GDPR compliance and privacy regulations require transparent data practices and clear consent mechanisms. Smart marketers view these requirements as opportunities to build trust rather than obstacles to overcome.
SEO Techniques for Digital Marketing—Visibility Where It Matters
Search engine optimization now extends beyond Google to encompass social platforms, voice assistants, and visual search engines. This “search everywhere” approach requires optimizing content for multiple discovery methods simultaneously. Voice search optimization demands conversational keywords and natural language patterns, while visual search needs detailed image metadata and schema markup.
Building authority through E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness) signals has become crucial as search algorithms prioritize credible sources. This means showcasing author credentials, citing reputable sources, and maintaining consistent publishing schedules. Technical SEO fundamentals—site speed, mobile responsiveness, secure protocols—form the foundation for all other optimization efforts.
At Complete Controller, we’ve adapted our SEO strategy as algorithms evolve, focusing on comprehensive topic clusters rather than individual keywords. This approach establishes topical authority while providing users with complete answers to their queries.
Smart Integration: Bringing Every Channel Together for Maximum Impact
Companies with strong omnichannel strategies retain 89% of customers compared to just 33% for single-channel approaches. Omnichannel shoppers spend 30% more and demonstrate 30% higher lifetime value. When campaigns use three or more coordinated channels, they achieve 494% higher order rates than single-channel efforts.
Creating seamless integration requires:
Foundation (Months 1-3):
Establish unified goals across all channels
Implement tracking and attribution systems
Create consistent brand messaging guidelines
Launch basic email and social media presence
Integration (Months 4-6):
Synchronize customer data across platforms
Develop cross-channel content calendars
Launch retargeting campaigns
Implement marketing automation workflows
Optimization (Months 7-12):
Refine attribution models based on data
Scale successful channel combinations
Introduce advanced personalization
Maximize customer lifetime value strategies
The Human Side of Digital Marketing: Ethics, Authenticity, and Building Trust
Ethical marketing practices build sustainable businesses. Transparency in data collection, honest advertising claims, and authentic brand communication create loyal customer relationships that withstand market fluctuations. Privacy-first strategies respect user preferences while still enabling effective targeting through contextual advertising and first-party data.
Influencer partnerships require full disclosure of sponsorships and genuine alignment between brand values and creator content. Customers quickly detect and reject inauthentic collaborations, making careful vetting essential. AI-generated content must balance efficiency with human oversight to maintain brand voice and factual accuracy.
Trust ultimately drives purchasing decisions. Brands that prioritize customer interests over short-term profits build advocacy networks that generate sustainable growth through word-of-mouth marketing and authentic reviews.
Final Thoughts
Smart digital marketing strategies create sustainable growth by combining cutting-edge technology with timeless relationship-building principles. Success comes from integrating multiple channels, continuously optimizing based on data, and maintaining authentic connections with your audience. The businesses that thrive don’t chase every trend—they build comprehensive strategies aligned with clear objectives and customer needs.
The digital landscape will continue evolving, but the fundamentals remain constant: know your audience, deliver value consistently, and measure everything. Whether you’re launching your first campaign or scaling established programs, focusing on these core principles while embracing new technologies positions your business for long-term success. Ready to transform your digital marketing results? Contact the experts at Complete Controller to discover how our proven strategies can accelerate your business growth.
Frequently Asked Questions About Digital Marketing Strategies
What are the most effective digital marketing strategies for 2025?
AI-driven personalization, omnichannel integration, content marketing, social media engagement, and continuous campaign optimization deliver the strongest results in 2025’s digital landscape.
How do I build an actionable digital marketing plan for my business?
Start by defining clear goals, researching your target audience thoroughly, selecting appropriate channels, creating personalized content, and committing to ongoing measurement and optimization cycles.
Why is campaign optimization important for ROI?
Continuous optimization using data analysis and A/B testing refines your strategy, reduces wasted spend, increases conversion rates, and maximizes the return on every marketing dollar invested.
What role does AI play in modern digital marketing campaigns?
AI automates data analysis, enables real-time personalization, powers predictive targeting, and streamlines content creation, but requires human oversight for ethics, accuracy, and authentic brand voice.
How do I stay ahead of digital marketing trends?
Monitor industry publications, test emerging platforms and tools, upgrade your analytics capabilities regularly, and partner with experienced professionals who track market changes and platform updates continuously.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Jennifer BrazerFounder/CEO
Jennifer is the author of From Cubicle to Cloud and Founder/CEO of Complete Controller, a pioneering financial services firm that helps entrepreneurs break free of traditional constraints and scale their businesses to new heights.
Brittany McMillen is a seasoned Marketing Manager with a sharp eye for strategy and storytelling. With a background in digital marketing, brand development, and customer engagement, she brings a results-driven mindset to every project. Brittany specializes in crafting compelling content and optimizing user experiences that convert. When she’s not reviewing content, she’s exploring the latest marketing trends or championing small business success.
Are you curious to get a broader perspective on your role and how it fits into the world of marketing and sales? In this article, we discuss the modern marketing plan and discuss many of the most critical company growth and success issues.
In this article, I have compressed frameworks, models, and working methods I encountered as a researcher’s sounding board and inspirer for companies. In recent years, I have researched and considered what every ambitious marketer must understand and present in the modern marketing plan.
To understand the whole in marketing and sales and who wants to take your marketing plan to new heights or your entire team or department looking for extra knowledge and inspiration.
This article contains a few crucial points of utmost importance in a marketing plan.
Do Not Overestimate Yourself, Your Product, or Your Market
It is easy to think: “Uh, this marketing thing, I can do it with one hand.” In addition, you are sitting on the best thing in the world; of course, people will flock to buy it. It cannot be that difficult, can it?! But yes! It is silly. So, start from the idea that no one knows who you are. Nobody knows what you are doing. And absolutely no one understands why they should support you and your company. It may sound not overly optimistic, but I promise: this approach will help you!
Focus Your Time and Create a Strategy
It requires and should require the absolute most of your working hours, especially if you have a start-up company that few or no one knows about. Set aside time in your calendar, plan, and strategy.
Decide on a few things, preferably 1-3 activities, that you should give yourself the phase of doing well—the best way to achieve a result. And remember, the best and only marketing result is whether others have seen and heard you! And the more diverse things you do, the less impact it will have. So, focus, do, and then evaluate.
I have evaluated most things, which you should do, too. You can never know if it is right for you or not. But also, be quick to think about whether it is worth it. These are three things that, for example, did not work for me when I had my jewelry brand: fairs, Google Adwords, and competitions. And I know that after testing (though I could have saved a lot of money if I had assessed a little less),
Do Not Wait
One thing that is so easy to do is to wait with the marketing until one thinks that everything is in place. But do not do it! Even if not everything is what you want, you should start spreading the word.
You will never be ready. Running a business is an ongoing journey, constantly evolving and never genuinely reaching a final destination. You may be perpetually unsatisfied with the webshop that once brought you joy as your knowledge expands, perspectives change, and insights emerge through conversations with others.
Get Feedback from Customers
You also get a valuable response by ensuring more people open their eyes to your work. What do people like? What do you need to change? Is there something unclear that many do not understand? Good, fix it. What is your brand, and how do you convey it? Please evaluate this by asking a few people what they think you stand for and represent. Is it far from what you want to tell and be? Well, something needs to change in your communication.
The More You Transfer, The More You Learn
The more times you have had to talk about what you do, the better you will be able to present briefly and concisely. You become even better at what you do only by genuinely throwing yourself out. And it is, quite seriously, in the very meeting with those you think are your customers that you get to know whether they are.
Be Honest
Being as pleasant as possible is part of my marketing strategy. The world becomes a little more glorious because people are naughty and naughty and because it increases the probability that others will help you and recommend what you move on. And, of course, it is essential to be completely honest and genuine in this (falsehood is always seen through and will bite you in the butt!), While others must not run over you.
And Yes, You Can Learn Everything
Running your own business is about learning many things while not being an expert in anything. So, it is easy to think that others who claim to be professionals always are and thus can do something much better than you. It is a point I have struggled with quite a bit (and sometimes still do).
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
A Financial Institution makes a mortgage loan to a person who aspires to acquire a house, allowing him to cover the purchase expenses. The guarantee of said loan is the ownership of the property. Many families do not have the sum of money that requires the purchase of a house, so the loan provides the necessary amount.
After the loan is approved, the monthly installment payments by the applicant can last several years or decades, depending on the conditions under which those Who requested the loan are due. Applying for a mortgage loan to purchase your home is considered the most changing and transcendental decision in every individual’s life.
If it is the first time buying a real estate property, some basic mortgage loan steps can be confusing. For example, What does obtaining a mortgage loan approval from a financial institution take? How is the loan paid? This article explains all the information you need to consider below.
Mainly, we will clarify the following basic terms: When you apply for a loan to buy real estate, you should know the main words.
Initial Amount: This is the sum of money you give in advance to show the financial entity that you are interested in the business. The most advisable thing is to collect 20% of the price of the house (for example, $40,000 for a home of $200,000). The initial amount will allow you to avoid an additional charge called PMI (Private Mortgage Insurance). However, suppose you do not have the opportunity to have the whole initial amount. In that case, lenders accept less than initial amounts, such as 10%, 5%, or up to 0%, to be advanced based on certain circumstances. Also, loans include the payment of the closing costs of the business and additional fees that the processing of the credit entails.
Principal: It is the amount of money you are borrowing and must pay, which translates into the cost of the house, deducting the amount of the initial, for example, from a home that costs $200,000 or $40,000 of initial, the principal loan. It would be $160,000.
Interest rate: The financial entities do not lend the money without any interest in return. They do it to obtain money for this service since you must pay the funds provided for the purchase of the house plus interest, which is a percentage of the amount financed. The interest rate varies according to the loan entity and your circumstances.
Loans are paid gradually in the form of a monthly payment, which combines the expense of the principal amount plus interest.
Another amount that You must ensure in the mortgage payment is the amount to pay property taxes and insurance premiums. These funds are set separately in a rigorous account that the loan entity will use to pay these bills as they are present.
When to Apply for a Mortgage Loan?
It would be best to have the loan application ready before you start searching for the house since many sellers are interested in knowing that you are pre-approved for a loan and that a financial entity will secure their money for the home sale. We assure you that the pre-approval of the credit is not as fun as the search for the house, but it is more important.
In this pre-approval process, the financial entity will review your credit record, reports, income, expense summary, tax payments, and other aspects of your financial profile. This process has two purposes: first, it will let you know the maximum price you can pay for a house, and second, and more importantly, the pre-approval shows sellers that your intentions are profound regarding business, which is particularly crucial in a highly competitive market.
You must know the difference between pre-approval and prequalification. At first sight, the prequalification of a mortgage loan implies the ability of the lender to obtain a loan without the paperwork to back it up. For example, prequalification is an easy and fast way to get an approximate amount of up to how much you can aspire to pay without guaranteeing that you will effectively obtain the loan from a said financial entity. So do not let expectations excite you unless you are pre-approved.
Another easy first step is to enter your information into a system of calculating economic accessibility for home purchases, which will give you an idea of how much your loan can be.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Managing your finances is challenging, especially when saving money within a certain period. There are many ways to manage your finances; however, here we remind you of the critical points you should remember when managing your finances.
Learn to manage your finances
When you want to give a personal finance organization, one of the main recommended points is to research and educate yourself on handling money more efficiently, according to your income and lifestyle.
Whether you are a multimillionaire or just starting your professional career, personal finance management requires a basic knowledge of the best ways to handle money and an analysis of your current financial situation to make a better decision.
Determining to address your financial problems to respond and pay attention to the economic needs of your life is another crucial point to leading an excellent financial administration.
Organize a weekly time frame to review your finances. Being aware of your economic situation and making decisions that help you streamline your management is very beneficial.
Give actual value to things
We often organize and manage our finances based on what we want to buy. We look at the prices of the number of products or services that we want to acquire and make a total, believing that these are the total expenses we need to consume.
Although it is wise to list the recurring and extraordinary expenses we present during the month, it is essential to decipher the actual value of the products we wish to acquire.
Although it may seem like a savings opportunity, a new TV on offer, we must ask ourselves if we need to buy that product.
Doing that type of analysis will allow you to save much more money than you imagine. You can also focus on the money saved in the needs you have given more significant value to when managing your finances.
Review your finances and make decisions on time
Performing a personal balance of all your income, expenses, assets, and debts will allow you to know your actual economic situation and make decisions to free you from a future financial crisis.
Add all your income and real estate and subtract all monthly debts and expenses. It will allow you to validate your financial balance. You can measure your position monthly and compare the extent to which you had programmed the financial plans you set when you decided to manage your finances.
You can quickly develop this organization in an Excel spreadsheet. Noting monthly or even daily, all your income and expenses. It will allow you to visualize your finances better, make it much easier to include or cut costs, and validate how that affects your monthly economy.
Saving is better than spending
After applying your first economic strategies to improve your finances, save the money left over from your monthly expenses.
It is best to allocate them for savings to avoid generating unnecessary new expenses from your monthly finances. Having extra money available makes you prone to spend it on new products outside your administration. That could unbalance your accounts in the future or leave you without any source of savings from any unforeseen event.
It is preferable that you manage your expenses with the regular budgeted income and any extra income received or surplus from the expense plan created you dedicate to the savings.
Pay your debts
Paying all your debts will give you the economic freedom to manage your finances with a positive balance. You can schedule the installments of the credits or payment terms of your loans within your monthly expense organization, so remember to make payments on time, avoid paying higher interest, and eventually pay off all debts incurred.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
