Approach Strategies: Selling Advisory to Clients
Posted 08 July by Jeremy Burke in Advisory, Cash Flow, Tools and Resources

How to expand your services with existing AND new clients.  Accountants often do not understand the necessity of selling their expanded services to their existing customers. Let alone prospective ones. Lucky for you, there are three key strategies and ideas to help you succeed when selling advisory services! We know that you’re already busy helping […]

Modelling Risk Mitigation
Posted 07 July by Jeremy Burke in Cash Flow, Tools and Resources

In the past, defining political risk was relatively straightforward. Today, however, it can arise from a variety of sources, including citizens making videos on cell phones, city officials passing ordinances, terrorists, cybercriminals and more. Our supply chains are longer, more vulnerable (as we have witnessed since COVID started); the geopolitical environment is more crowded and […]

Heal Your Business by Adopting a Customer-Centric Approach
Posted 07 July by Barb Easter in Advisory, Culture, Tools and Resources

How connecting with your customers can drastically improve your CPA business.  Many businesses have trouble seeing beyond their own internal issues and processes. It is essential that companies maintain a customer-centered approach to business and strive to minimize their own issues to better serve their clients before they find someone else who will.  Organizations and […]

3 Cloud Computing Trends that Every Accountant Needs to Know
Posted 05 July by Blaine Bertsch in Accounting, Entrepreneur

Your small business clients are adopting cloud computing at a frantic rate. The anytime, anywhere access to key business and financial information allows them to be more efficient and organized than ever. With this fact in mind, it’s important to understand the implications and opportunities that you, as an accountant, have in delivering more value […]

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. […]

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