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 […]

Transformation vs Change
Posted 17 December by Blaine Bertsch in Budget, Case Studies, Cash Flow, COVID-19, Culture, Entrepreneur, Small Business, Tools and Resources

“Change” is replacing one thing with something else. “Transformation” is the word for a dramatic change from one entity into another.  After 2020, most businesses that have come out on the other side have truly transformed themselves from what they once were into entirely new entities… and there’s no going back.  These businesses and their […]

Finding the Right Bookkeeping System
Posted 10 December by Barb Easter in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, COVID-19, Entrepreneur, Small Business, Tools and Resources

Not having the correct cloud-based bookkeeping system will cause bigger issues for your business, especially during economic hardship. Implementing the right cloud-based bookkeeping system can truly “make” or “break” your business. If you’re aiming for transparency with regards to financial forecasting, bookkeeping software should not only “do your accounting” but it should provide a clear […]

Prevent Cash Flow Issues with Helpful Tips – Part 2
Posted 01 December by Barb Easter in Advisory, Budget, Cash Flow, Customer Testimonials, Small Business, Tools and Resources

In this next article of our cash flow series, we’ll cover how to prevent cash flow issues with three more useful tips for you and your business!  To keep our cash flow in the black, we’ll take a look at how the following strategies can impact the cash flow statement:  Payables and missing discounts  Managing […]

Failing at Cash Flow is Real. Here’s How to Become Profitable Before Failure.
Posted 12 November by Blaine Bertsch in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, CFO, COVID-19, Small Business, Tools and Resources

How to recognize poor cash flow and how you can make sure it won’t be a problem for your small business.  Of the 30% of businesses that fail, the reason almost 82% of those businesses fail is because of poor cash flow management (or lack thereof).  What’s really unfortunate is that 70% of the failed cash flow businesses actually became profitable […]

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 […]