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 […]

Scenario Planning: Building Financial Forecasts in the COVID-19 Era
Posted 23 September by Barb Easter in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, CFO, COVID-19, Integrations, The Forecast, Tools and Resources

The way that you build your financial forecasts has likely changed in the last year. It likely had to. These turbulent times have left few companies unaffected.  The assumptions you used to make your predictions on are likely outdated. The numbers you need to look at have changed. Your ability to look at what has […]

Transparently Communicating Strategic Priorities to Banks and Investors
Posted 17 September by Blaine Bertsch in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, CFO, Entrepreneur, Small Business

As this global health crisis continues to dominate everything we do in business and our daily lives, finding the best way to move forward is paramount. How companies react to the stresses of this time will have profound effects on how they perform in the future. Strategy is a trying game, and prioritizing initiatives makes […]

Meaningful Data in Cash Flow Management Solutions
Posted 04 September by Jay Owen in Accounting, Advisory, Budget, Cash Flow, Tools and Resources

At the turn of the century, the use of data brought about a paradigm shift in the way we do business. With the age of information underway, having data was a major business advantage and allowed better financial forecasting. Jump forward to today and the role that data plays has changed.  Anymore, it isn’t about […]

Cash Flow Forecast Template
Posted 17 March by Blaine Bertsch in Budget, Cash Flow

Download this forecast in Excel to quickly get started managing your cash flow. For more speed, power, and the ability to sync your accounting data from Sage Intacct, QuickBooks Online or Xero, try out Dryrun.