What’s Your Story? Why did you want to get into Cash Management?
Posted 16 June by Jeremy Burke in Advisory, Tools and Resources

Let’s think to the greater good of better ideas and better horizons for our CPA Firms. Reflecting on our business and our choices is always a good idea. Don’t spend all your time doing it, but a certain level of reflection is necessary in order to make choices that will successfully affect your business and […]

Baby Steps: Moving Your Practice into Advisory Services
Posted 16 June by Barb Easter in Advisory

Many of our Partners get overwhelmed with the ideas and perspective we provide to them of what they need to do to become an Advisor for their clients. Why should you consider moving to Advisory Services? Putting your expertise and time to good use, you can advise clients on the best strategies for their business. […]

Next Generation Accountants
Posted 22 May by Jeremy Burke in Accounting, Tools and Resources

Thoughts on the next generation of accountants, from an accountant. Who is the next generation? The next generation of accounting isn’t today’s students or recent graduates. Accounting does not lend itself to easy learning; there are many nuances. To fully comprehend accounting and have breadth or depth of knowledge, it will take years of experience […]

Cash Management: Work of Art & Science
Posted 21 May by Barb Easter in Accounting, Advisory, Bookkeeping, Cash Flow, Tools and Resources

Managing cash shouldn’t be a shot in the dark.  The idea that managing cash can be a scientific process and a form of art should not be a foreign thought. Many factors and nuanced influences are involved from the advisor providing the service.  When you are providing cash management services, think of yourself as a […]

Advisory Services is all about the people.
Posted 21 May by Blaine Bertsch in Advisory, Tools and Resources

You may be a CPA, but you’re in the people business now! Nowadays, it’s easy to lose sight of what is important when you consult with clients all the time. But at the heart and core of your business engagement is people working together for a better end result. How you manage yourself and your […]

The Potential Impact of Bad Debt on Your Business
Posted 22 April by Blaine Bertsch in Accounting, Bookkeeping, Cash Flow

Understanding bad debt and the impact of business write-offs.  Bad debt can negatively impact a business, making continuation or even just survival very difficult.  Businesses must make sure they do all they can to reduce their exposure to bad debt. Below we will explore what constitutes a bad debt and how businesses can reduce their […]

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