Communication: The Secret Weapon in Managing Client Expectations and Service
Posted 21 October by Barb Easter in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, CFO, Culture, Feature Focus, Tools and Resources

Effectively communicating with your clients is perhaps the best way to separate yourself from the rest of the pack. When it comes to wowing your clients and making them feel special, it’s all in how you talk with them.  Developing strong relationships is vital to solidifying your place in your client’s life and making yourself […]

Building Strong Cash Flow Now & Into the Future
Posted 21 October by Blaine Bertsch in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, CFO, COVID-19, Small Business, The Forecast, Tools and Resources

Cash flow is one of the strongest indicators of the health of your business. It is a useful metric to quickly see how well you are doing, whether or not you are profitable, and how solidly your business can withstand storms. This holds especially true when the waves come crashing down, and the wind is […]

Networking Remotely to Find New Clients for Your Firm
Posted 16 October by Blaine Bertsch in Accounting, Advisory, Bookkeeping, Cash Flow, COVID-19, Entrepreneur, Tools and Resources

The world is going remote. The trend has been happening for over a decade, but before this spring, we expected it to be another decade before we had to adjust to a work-life run entirely on bandwidth. Jobs have moved online, and more and more people are fleeing the densely packed cultural centers they so […]

Soft Skills for Hard Numbers People
Posted 13 October by Barb Easter in Accounting, Advisory, Bookkeeping, Cash Flow, CFO, Culture, Entrepreneur, Small Business, Tools and Resources

The term soft skills can be a bit of a turn off for some people. For those of us who have spent so much time honing specific skills to be able to do our jobs, the idea of working on things like communication doesn’t spark joy. However, even for people attracted to hard numbers, soft […]

How Cloud-based Software assists Clients from Afar
Posted 06 October by Blaine Bertsch in Accounting, Advisory, Bookkeeping, Cash Flow, COVID-19, Integrations, Tools and Resources

As more companies transition to working remotely, they are adjusting to the process of servicing their clients from a distance. Whether it is across town or across the country, the ability to serve clients online is becoming increasingly critical. As a CPA, this gives you and your clients access to powerful tools you can use […]

Reducing Client Turnover By Offering More Value
Posted 01 October by Blaine Bertsch in Accounting, Advisory, Bookkeeping, Tools and Resources

In the middle of shrinking markets and small businesses slicing everything they can to try to make ends meet, it can be challenging right now to keep the clients you have. Adjusting your efforts now during this unprecedented time will be monumental for your practice down the road. With so many businesses contracting, it is […]