Focus on cash management, not profits
Posted 12 February by Barb Easter in Accounting, Bookkeeping, Budget, Cash Flow

While profits are certainly nice and ultimately, are what you’ll be able to reinvest back into the business to help grow, they shouldn’t be your first priority when trying to gauge how your business is performing.  Emphasizing on profits alone will present an inaccurate picture of how your business is actually performing. Your accountant wouldn’t […]

Service-based Businesses Require People Needing Services
Posted 12 February by Blaine Bertsch in Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Why your business should offer cash management advisory to avoid chasing new clients.  ROI Rule Number 1: Not offering cash management advisory services to your current clients will almost 100% ensure your business gets stuck in a hamster wheel effect. Meaning, you’ll be stuck following a rather monotonous, repetitive, unfulfilling activity, and not achieving much […]

What if a client has less than a 90-day runway?
Posted 12 February by Jeremy Burke in Advisory, Cash Flow, Tools and Resources

Finding immediate and emergency solutions for cash flow issues. What would you do if you woke up and found out that your business has less than three months left to live?  It’s every CPAs and every business owner’s worst nightmare. When a business is running out of runway and it’s a matter of “take off” […]

How to Lose a Client in 30 Days
Posted 05 February by Barb Easter in Advisory, Cash Flow, Small Business, Tools and Resources

You already know how the story goes: a client arrives and agrees to a trial, you’re happy and thinking, “Great! Another client for my business. We’re winning all over the place lately!”, and just when you seem to be getting comfortable with them… a month later they’re GONE!  We all remember the movie, right? Oh, […]

What to look for in a good Cash Management Advisor
Posted 29 January by Jeremy Burke in Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Looking after cash flow is one of the most important ways for a company to assess the health of the business. It’s not a complicated metric but having the processes in place to accurately keep track of it is critical to everyday business. A competent cash management advisor needs the knowledge to understand what is […]

Fear of the unknown: cash flow management advisory
Posted 29 January by Barb Easter in Advisory, Cash Flow, Dryrun Updates

Why are you not offering Cash Flow Management Advisory services at your firm?  People are looking for CPA advisors. It’s almost an undisputed fact nowadays; your clients don’t know what to do with their information and analytics, and they are going to other firms that offer advisory services because they need advice. But it’s easy […]

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