Rewinding Cash Flow Advisory
Posted 26 January by Jeremy Burke in Accounting, Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Why the first steps to cash flow advisory should have started 5 years ago…  Given the current economic situation due to the COVID-19 Pandemic, many businesses and partner services are scrambling to catch up on cash flow advisory.  No one knows when the world will truly recover and the economy will start looking up, which […]

Understanding the difference between Consulting, Advisory, and Implementation
Posted 21 January by Blaine Bertsch in Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

A tale of Scope Creep. When you say “consulting” something slightly different comes to mind for everyone. This is because there are different types of consultants and even the “same type of consultants” goes about their process a little differently.  Many consultants like to stay on the fringe of their clients’ business while providing a […]

How To Deliver Bad News To Your Clients
Posted 21 January by Jeremy Burke in Accounting, Advisory, Cash Flow, CFO, Entrepreneur, Small Business, Tools and Resources

No client wants to hear bad news, and no Certified Public Accountant (CPA) firm wants to deliver it. But there’s an art to giving clients bad news in ways that help them understand the issues at play without being intimidated by them and presenting solutions at the same time that make clients feel empowered and […]

Looking at Expert Advisory through the Business Owner lens.
Posted 21 January by Blaine Bertsch in Advisory, Cash Flow, CFO, Entrepreneur, Small Business, Tools and Resources

To advise, or not to advise? (Sorry Shakespeare…) Like it or not, entrepreneurs tend not to be good at calling on advisors/experts in certain areas “telling them what to do”. It’s almost a fact that entrepreneurs tend to be resistant to professionals who were hired to help them improve their business.  But we know that […]

Are Your Clients Bad Business Habits Hurting Your Business?
Posted 21 January by Jeremy Burke in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, Entrepreneur, Small Business

Certified Public Accountant (CPA) firms can never guarantee the skillset or business acumen of their clients. In fact, a business’ lack of financial management structures tends to be one of the top reasons for consulting with a CPA in the first place. While CPAs will always be, by definition, financial problem solvers, a lack of […]

The 3 M’s of Cash Flow
Posted 21 January by Barb Easter in Accounting, Advisory, Bookkeeping, Cash Flow, COVID-19, Dryrun Updates, Feature Focus, Tools and Resources

How to Monitor, Manage, and Model It for Business Success Cash flow is on every business owners’ mind due to the global economic conditions that 2020 has wrought. Understanding cash flow as a concept and as a series of processes helps businesses succeed and has become especially important in an economy like we’re experiencing now.  […]