Your website says “Cash Management” but you don’t offer it – really..
Posted 31 March by Jeremy Burke in Accounting, Advisory, Cash Flow, Tools and Resources

Cash management involves the collection and management of cash flows. Like many aspects of life, it is important to both individuals and businesses. It is a key to a company’s financial stability. In addition to being a valuable component of a total wealth portfolio, cash is also indispensable for financial stability for individuals. However, many […]

Dare To Try – Do It Now!
Posted 31 March by Jay Owen in Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Becoming an Advisor is a risk that is worth the effort. Some risks are worth the effort. Becoming an Advisor is one of those risks.  Now more than ever before, businesses need the support of advisors. With the economy falling apart and not recovering fast enough it is sound business advice to evolve your business […]

Best Practices: Internal Fraud
Posted 24 March by Jay Owen in Accounting, Advisory, Entrepreneur, Small Business, Tools and Resources

Best practices on securing business against internal fraud. Small and mid-sized companies are more likely to experience fraud than larger organizations, and the damage from fraud on these companies can be much more impactful. The majority of this fraudulent activity involves theft, or misappropriation of assets. Employees are typically the ones who commit these thefts […]

Blue Ocean Strategy.
Posted 16 March by Jay Owen in Advisory, Feature Focus

The Case for Not Telling People You’re an Accountant. Maybe you’ve heard of the Blue Ocean Strategy, maybe you’ve heard of the Red Ocean Strategy… or maybe this sounds like a Dr. Seuss book to you. One ocean, two oceans, red ocean, blue oceans?  But really, following a blue ocean strategy could be your business’s […]

No One is an Expert at Cash Flow Advisory… Yet
Posted 16 March by Jeremy Burke in Accounting, Advisory, Entrepreneur, The Forecast

Did you know that to be considered an “expert” you need to have invested at least 10,000 hours into the subject? Since specialized cash flow advisory services haven’t been popular for long enough to have someone with over 10,000 hours dedicated to it, technically speaking, no one is an expert! And psst, since you’ll ask, […]

How Much Are Clients Willing to Pay for your Advisory Services?
Posted 16 March by Jeremy Burke in Advisory, Entrepreneur, Integrations, Tools and Resources

Understanding what a person or small business is willing to pay for your advisory services is probably one of the biggest challenges facing CPAs today. As advisory services are still relatively new for CPAs to offer, there isn’t a standard set of pricing “rules” and of course, depending on who you want to take on […]