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 […]

NEW: Client Advisory Services (CAS)
Posted 22 April by Jay Owen in Accounting, Advisory, Cash Flow, Dryrun Updates, Feature Focus

There is a new acronym floating around the halls of CPA Firms and Consulting groups.  Client Advisory Services (CAS) means more to businesses and their clients ─ it’s the new wave of advisory services that businesses need. Ride the wave with us… we’ll show you how! You’re probably already providing some form of advisory service […]

Tax Season is for beer money!
Posted 21 April by Barb Easter in Accounting, Advisory, Bookkeeping, Cash Flow

Now that we have your attention… No, we’re not saying all CPAs only work to afford money for beers. But the idea that many accountants and CPAs have recognized the importance of moving away from only doing taxes is not far off.  The sooner you stop focusing solely on compliance for your clients and embracing […]

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