What FreshBooks features have been most helpful in keeping your business organized day-to-day? I actually look forward to it because it’s money in the door. Luckily, a friend of mine recommended FreshBooks when I started Meller Performance Events Group, and I knew immediately that it would be an affordable, high-value solution. When I was working at the travel agency, we used Quickbooks. I wanted to have an easy system in place so that I could figure out how to invoice, what to invoice, and when to invoice. Thankfully, going through this with my last business, I knew what to look for. This time around, I needed a system that was going to be clean and simple for me to use and provide me with some sort of visibility into my business. I kind of just prayed a lot and hoped it would all work out. The problem with this was that I didn’t have much visibility into how my business was doing financially. Lisa: When I ran my last business, my husband did a lot of the year-end tax preparation and back-office admin so that I could focus on my clients. What was your biggest learning from running your previous events business? I did not want to be pigeon-holed again into cookie-cutter modes of operations and layers and layers of approval. I can be nimble enough to make changes to the way that we operate so that we can customize the solutions we offer our customers. But, when leadership and direction changed at the agency, I knew it was time to move on.īy going out on my own again, I have even more flexibility and autonomy to make updates as I see fit. I told them I would if I had my own team and could do it my way. In 2013, I was approached by an old boss who asked if I could open a Meetings & Incentives department for their travel agency. Lisa: I used to own another company called Meeting Perspectives for 8 years. I had the chance to sit down with Lisa and chat about her leap back into entrepreneurship, how FreshBooks and Bench have supported her on that journey, and just how competitive the swimming pool industry is (who knew?) What made you jump back into business ownership in 2017? Although she decided to close up shop after being recruited by a leading travel agency’s Meetings & Incentives department, it wasn’t long before she dove back into the entrepreneurial world. She started a similar business over a decade ago. This isn’t Lisa’s first time running her own show. Able to make crucial financial business decisions with confidenceĪs a full-service business event manager and founder of Meller Performance Events Group Lisa Meller is in charge of making magical moments happen for the employees of growing organizations across the globe!Īs a personal extension of her customers’ events team, her business plans, organizes, and manages experiential meetings, large-scale conferences, group incentive travel programs, and wellness retreats.
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