The Potential Impact of Bad Debt on Your Business
Posted 22 April by Blaine Bertsch in Accounting, Bookkeeping, Cash Flow

Understanding bad debt and the impact of business write-offs.  Bad debt can negatively impact a business, making continuation or even just survival very difficult.  Businesses must make sure they do all they can to reduce their exposure to bad debt. Below we will explore what constitutes a bad debt and how businesses can reduce their […]

NEW: Client Advisory Services (CAS)
Posted 22 April by Jay Owen in Accounting, Advisory, Cash Flow, Dryrun Updates, Feature Focus

There is a new acronym floating around the halls of CPA Firms and Consulting groups.  Client Advisory Services (CAS) means more to businesses and their clients ─ it’s the new wave of advisory services that businesses need. Ride the wave with us… we’ll show you how! You’re probably already providing some form of advisory service […]

Tax Season is for beer money!
Posted 21 April by Barb Easter in Accounting, Advisory, Bookkeeping, Cash Flow

Now that we have your attention… No, we’re not saying all CPAs only work to afford money for beers. But the idea that many accountants and CPAs have recognized the importance of moving away from only doing taxes is not far off.  The sooner you stop focusing solely on compliance for your clients and embracing […]

Understanding the thought chain of handling an emergency cash shortage
Posted 14 April by Blaine Bertsch in Budget, Cash Flow, Entrepreneur, Small Business

The thought of going through an emergency cash shortage is at best, terrifying. Especially since for many businesses, if happened not so long ago due to the COVID crisis.  While businesses focused on protecting their employees as best they could, the underlying damage to the economy became stronger with every passing day. But one thing […]

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 […]